Siebel Order Management Guide Addendum for Financial Services > Managing Contacts > Process of Managing Financial Contacts >

Suspending a Financial Account

You can use the Contact Summary view to suspend a financial account. Follow the steps in this procedure to suspend a financial account.

To suspend a financial account

1. Navigate to the Contacts view, then the Contacts list view.
2. In the Contacts list, drill down on the contact.
3. Click the Summary view tab.
4. Under Financial Accounts, select the Financial Account that you want to suspend.
5. Click Suspend.