This topic describes the systematic instructions to search and close an account.

1. Click Corporate Account Services, and under Corporate Account Services, click Account Closure.
   The Account Closure page displays.

   Figure 4-6 Account Closure Page

   
   

   
   Description of "Figure 4-6 Account Closure Page"

   
   
2. Specify one or more fields in the Account Search section.

   Table 4-3 Account Search- Field Description

   Field	Description
   Customer Number	Specify the CIF number of the customer owning the account.
   Customer Name	The name of the selected customer is auto-populated.
   Account Category	Specify the account category to which the account belongs.
   Description	The description of the selected account category is auto-populated.
   Currency	Specify the operating currency of the account.
   Currency Description	The description of the operating currency is auto-populated.
   Account Number	Specify the Account number. Click the Fetch icon. The Account Number dialog displays. Search for the required account by providing some or all of the following details: Account Number, Account Name, or Account Currency. Select the required account from the results.

3. Click Search.
   The accounts matching the search filters display in the Account Selection section.
4. Click an account tile to select it, then click Initiate.
   The Approve Account Closure - <Application Number> page displays the Account Basic Details screen.

   Tip:

   Make a note of the Application Number. This is needed to identify the task at the entry, enrich, and approval stages in the matching process, on the Free Tasks page.

   Figure 4-7 Approve Account Closure Page

   
   

   
   Description of "Figure 4-7 Approve Account Closure Page"

   
   
5. Review the account details on each tab and click Next.
   The Multi Currency Account page displays.
6. Select the sub-accounts to close and click Next.
   The Summary page displays.
7. Click Submit from the Summary screen.
   The Stage Movement Submission dialog displays the Overrides stage.
8. Complete the Stage Movement Submission process.
   1. Accept any Overrides generated and click Proceed Next.
      The Checklist stage fetches and displays checklists mapped to this stage.
   2. Confirm the checklist items and then click Proceed Next.
      The Outcome stage displays.
   3. Select PROCEED from the drop-down list and click Submit.
      The account closure is approved.
9. Confirm that all stages of the Account Creation process are complete.
   1. Click Tasks, and under Tasks, click Completed Tasks.
   2. The Completed Tasks page should display the Approve stage.