Account Upgrade Request

The Account Upgrade Request page gives you visibility into all requests submitted by customers to upgrade their accounts through internet banking or mobile channels within Udara360. When a customer initiates an upgrade, typically to move to a higher KYC tier with access to higher transaction limits, the request lands here for review. You can see who reviewed each request, when it was reviewed, and whether it was approved or declined. This guide will walk you through accessing and filtering the Account Upgrade Request page.

Accessing Account Upgrade Request

1. Log into the application using your credentials.

2. From the dashboard, navigate to E-Channels in the side menu.

3. Expand Internet Banking and Select Account Upgrade Request from the dropdown list

Manage Account Upgrade Request

To approve or decline a user account upgrade request:

1. Click the view Icon under the Action column on the far right of the row.

2. To manage a user account upgrade request:

   1. Once the user information appears, scroll down.

   2. Click either the Approve or Decline button based on your preference.

3. Confirm the action by clicking the “Yes, I want to proceed” button.