This topic describes the systematic instructions to create legal blocks.

1. Search and select the required account and initiate legal block creation.
   1. Click Corporate Account Transactions, and under Corporate Account Transactions, click Legal Block.
   2. Under Legal Block, click Create.
      The Create page displays.

      Figure 5-6 Create Legal Block

      
      

      
      Description of "Figure 5-6 Create Legal Block"

      
      
   3. Specify the fields in the Account Search section.

      Table 5-3 Create Legal Block - Field Description

      Field	Description
      Customer Number	Specify the CIF number of the customer for whom the legal block is to be created from the drop-down list.
      Customer Name	The customer name is auto-populated.
      Account Category	Specify the customer's CIF number owning the account.
      Description	The description of the account category is auto-populated.
      Currency	Specify the currency of the customer account from the drop-down list.
      Currency Description	The description of the currency is auto-populated.
      Account Number	Specify the Account Number.

   4. Click Search.
      The Account Selection section displays the accounts matching the search filters.
   5. Select the required account and click Initiate.
      The Create Legal Block Entry - <Application Number> page displays the Account Basic Details screen.

      Tip:

      Note the Application Number. It is needed to identify the tasks on the Free Tasks page.

      Figure 5-7 Create Legal Block Entry - Basic Details

      
      

      
      Description of "Figure 5-7 Create Legal Block Entry - Basic Details"

      
      
2. Review the account's basic details and ensure the correct account is selected.
3. Click Next.
   The Legal Block screen displays.

   Figure 5-8 Create Legal Block - Legal Block

   
   

   
   Description of "Figure 5-8 Create Legal Block - Legal Block"

   
   
4. Specify the fields on the screen.

   Table 5-4 Create Legal Block - Field Description

   Field	Description
   Account Number	Displays the account number selected. Change the account number if required.
   Branch Code	Displays the code of the branch holding the specified account.
   Customer Number	Displays the number of the customer holding the account.
   Currency	Displays the account currency.
   Amount	Specify the amount to block.
   Effective Date	The date from which the legal block would become active.
   Expiry Date	The date when the legal block expires.
   Hold Code	Specify the hold code that applies to this legal block.
   Remarks	Provide remarks about the legal block or any other remarks.

5. Click Next.
   The Summary screen displays.
6. Click Submit.
   The Stage Movement Submission dialog for the Create Legal Block Entry stage displays the Overrides present in this stage.
7. Complete the Stage Movement Submission process.
   1. Accept any Overrides generated and click Proceed Next.
      The Checklist stage fetches and displays checklists mapped to the Create process.
   2. Confirm the checklist items and then click Proceed Next.
      The Outcome stage displays.
   3. Select PROCEED from the drop-down list.
   4. Click Submit.
      The Approve Legal Block Creation task is created.
8. Acquire and edit the Approve Legal Block Creation page.
   1. Click Tasks, and under Tasks, click Free Tasks.
      The Free Tasks page displays.
   2. Search the listed tasks with these column values. Process Name column contains Create Legal Block, the Stage column contains Approve Legal Block Creation and the Application Number column contains the number noted in Step 1.d.
   3. Click Acquire and Edit.
      The Approve Legal Block Creation - <Application Number> page displays.

      Figure 5-9 Approve Legal Block Creation - Legal Block

      
      

      
      Description of "Figure 5-9 Approve Legal Block Creation - Legal Block"

      
      
9. Click Next.
   The Summary screen on the Approve Legal Block Creation - <Application Number> page displays.
10. Click Submit.
    The Stage Movement Submission dialog for the Approve Legal Block Creation stage displays the Overrides present in this stage.
11. Complete the Stage Movement Submission process.
    1. Accept any Overrides generated and click Proceed Next.
       The Checklist stage fetches and displays checklists mapped to the Approve stage.
    2. Confirm the checklist items and then click Proceed Next.
       The Outcome stage displays.
    3. Select PROCEED from the drop-down list.
    4. Click Submit.
12. Confirm that the account has the legal block.
    1. Click Tasks, and under Tasks, click Completed Tasks.
       The Completed Tasks page should display the two stages of the legal block creation process: Entry and Approval.
    2. View the account balance details in the 360 view.

       Figure 5-10 Balance Details

       
       

       
       Description of "Figure 5-10 Balance Details"

       
       

       The Balances tab reflects the Legal Block amount of 2999.99$ placed in the above screens. For more information on viewing Balance Details, see Balance Details.