Account Closure

The Account Closure page allows you to manage and process customer account closure requests in Udara360. You can view all existing closure requests alongside their details and initiate new closure requests directly from this page. This guide will walk you through viewing and processing account closure requests.

Accessing Account Closure

• Navigate to Postings in the left sidebar

• Select Account Closure

Creating a New Account Closure Request

1. Click the Post button at the top left of the page

2. Enter at least one of the following to search for the account; Account Number, Account Name, or Reference Number

3. Click Search

4. Select the correct account from the results

5. Review the Account Summary details to confirm you have selected the correct account

6. Enter the Instrument No and select the Closure Reason from the dropdown

7. Review the auto-populated Narration and update if necessary

8. Click Close Account to submit the closure request

Note: Account closure is an irreversible action. Verify all account details before clicking Close Account.

Filtering Account Closure Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

Note: Click Reset Filter to clear all applied filters and return to the full list.