Terminate Account Function - Update Scenarios
Scenario 1: Terminate An Upfront Interest Account
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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 Note: Click once on the |
