Springboard Administration

Closing Reason Codes

The Closing Reason Codes feature allows the financial institution to add a reason when closing an account. Closing reason codes can be viewed on the Closed Reason Dynamic Report.

Note: If your financial institution is interested in having this feature turned on, please contact your Solution Analyst.

 

From the Administration menu, click on First Data to access the Closing Reason Codes screen.

 

 

To add a new reason code:

  1. Click on Add New Reason Code.

 

 

  1. Enter desired closing reason code.
  2. Click Add Reason Code.

To edit an existing reason code:

  1. From the Options drop-down menu, select Edit Description.
  2. Click Update Reason Code