Liens
Last updated
Udara360 User Guide
Last updated
The Lien page allows you to manage liens on customer accounts. This feature enables CBA operators to temporarily freeze a portion or the entire balance of an account, ensuring funds are secured for specific purposes like loans or legal obligations. You can track and update lien details such as the lien amount, reason, and status.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Customer Account from the dropdown list.
Select Lien from the Customer Account dropdown list.
To search for a lien, perform the following steps:
Click on the Filter button at the page's top right.
Input your search criteria. You can search by Name, Account Number, or Lien Status.
Click on Apply to complete the action.
To place a lien on an account, follow these steps:
Click the Add button at the page's top left.
Input the Account Number, Account Name or Reference Number.
Click on the Search button.
Select the desired row on the search result.
Set your Lien information.
Click the Save button to apply the lien.
Confirm the action by clicking the “Yes, I want to proceed” button.
Note: Once a lien is placed, it will remain pending until you activate it. See Activate a Lien to activate.
To modify an existing lien:
In the Actions column, click the three vertical dots (⋮) next to the lien you wish to edit.
Select Modify from the dropdown menu.
Update the necessary details, such as the Lien Amount, Description, Tenure and Commencement Date.
Click Submit to save and apply the changes.
Confirm the modification by selecting “Yes, I want to proceed.”
To remove a lien from an account:
In the Actions column, click the three vertical dots (⋮) next to the lien you wish to remove.
Select Active from the dropdown menu.
Confirm the action by clicking “Yes, I want to proceed.”
You can verify the lien status by checking the status column of the placed lien.
