PALBONTradeFinance

PALBONTradeFinance runs a trade house's physical and financial trade in one place: the offer and the confirmed trade, the contract of each leg, the letters of credit, the vessel and its laytime, the surveyors' certificates and the shipping documents, and the final settlement of each leg in the books. Each step has its own workflow, deadlines and audit trail, and you can do any of it by typing or speaking a command.

Open the app at /palbon-trade-finance (or choose PALBONTradeFinance in the launcher at /apps).

Topics

1. Getting started

1. Introduction
2. Finding your way
3. Roles and access
4. First-time setup

2. Trading and contracts

1. Trades
2. Trade contracts
3. Contract types
4. Contract library

3. Trade finance

1. Letters of credit
2. Amendments and SWIFT messages
3. Presentations and payment
4. Guarantees and standby credits
5. Facilities, funding and hedging

4. Shipping

1. Vessels, ports and nominations
2. Voyages
3. Laytime, demurrage and despatch

5. Documents

1. Surveyor work orders
2. Document sets
3. Trade documents

6. Settlement

1. Commercial settlement

7. Risk and compliance

1. Counterparty risk and compliance

8. Workflows, automation and design

1. Workflows
2. Automations
3. Dashboards, reports and views
4. Print and form design
5. AI assistant and voice
6. API and integrations

9. Example use cases

1. Example: a back-to-back coal trade, end to end
2. More example flows

10. Reference

1. Troubleshooting
2. Glossary