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Account Close Workflow

​​​Streamlines the Closure Process​

Account Close Workflow is a near-real-time, unidirectional solution that simplifies the account and product closing process. It provides a step-by-step procedure and automates the various segments of closing. The interface eliminates the need to navigate to different parts of the account record, because everything is displayed in one clean, consistent work area.

Account Close Workflow includes functions such as setting closure validation rules, storing closure reasons, and posting the closing transactions.

Core compatibility: Episys®

What It Does 

  • Creates a simple, step-by-step account and product closure process
  • Provides individual closure validation criteria
  • Calculates closing dividends or payoff amounts
  • Displays talking points
  • Displays past ACH, EFT transfer, and card records posted to the Share or Loan record

​​What It Does For You 

  • ​Increases efficiency in account closure
  • Prevents errors or missed steps
  • Improves member service


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Jack Henry & Associates, Inc. ®