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Client Life Cycle Statuses¶

This page details the Client Life Cycle Statuses and the transitions between the various statuses.

Action	State
Create client	Pending for approval
Activate	Active
Close	Closed
Reject	Rejected
Withdrawn by client	Withdrawn
Delete	Deleted
Reactivate	Active

On creating a new client, it moves into the "Pending for approval" state. From the approval state, it can undergo the following transitions:

On clicking on "Activate", the client gets "Active".\ OR
On clicking on "Close", the client gets "Closed".\ OR
On clicking on "Reject", the client gets "Rejected".\ OR
On clicking on "Withdrawn by client", the client gets "Withdrawn".\ OR
On clicking on "Delete" the client gets "Deleted". Once a client gets deleted, it won't show up anywhere in Spade Core Banking.
If the client is in the "Closed" state, it can be "Reactivated" to make it "Active".
If the client is in the following states: Rejected/Withdrawn/Deleted, it cannot be Activated again.

NOTE: For the actions mentioned below, we need to update reasons as mentioned below in the Code Values (for more information, navigate to Admin >> System >> Code) :

Action	Reason
Close	Client closure reason
Withdraw	Client withdrawal reason
Reject	Client Rejection reason

{% hint style="info" %} Link for Reference: Manage Clients {% endhint %}