Terminate Account Function - Update Scenarios

Scenario 1: Terminate An Upfront Interest Account

Details

Step 1

From the Tree Menu, search for the Terminate Account function, and then click once on it.

Step 2

By default, system will open up the Account Information panel without any data.

Step 3

Proceed to input value for the search criterion.

Step 4

Then, click once on a relevant search criterion button.

Step 5

System will retrieve relevant accounts and displayed accordingly at the Accounts Search pop-up window.

Step 6

Double-click on an account.

Step 7

The information of the selected account will be displayed at the Terminate Account panel.

Step 8

Proceed to input value into all the relevant fields, and thereafter click once on the Save button. Upon confirmation on data saving, system will capture and save data inputted.

Note: Click once on the Cancel button, to discard all changes made.