To Access this sub module, click On Front Office->Operations ->Account Closure -> Registration.
The following window opens up:
Use the search field to search for already registered account closure requests.
Click on the Add New button to open the following window:
On the above window:
Full Account Number - Click on the look up icon to open the Customer Account Lookup dialog box:
Search for and select the appropriate account type to be closed from the drop menu - loan, savings or investment account - then refresh.
Data will be populated to the respective fields filling the member's details.
Reason - Type in appropriate remarks into the remarks field.
The three additional tabs display the customer's accounts categorically.
The customer's Investment and Loan Accounts will be listed below in the Loan and Investment Accounts tabs.
While the Deposits (Refundable) and Loans Balance and Net refundable (Computed as Deposits (Refundable) - Loans Balance) will be displayed on the lower part of the screen.
The Loans Guaranteed tab will show loans that the member has guaranteed.
Click on the create button to save the request into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
