# Account Closure Request Processing — Financial Services AI agent | Mihu AI

Financial Services · Servicing

# Account Closure Request Processing

Process voluntary account closure requests completely and correctly.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Confirms the closure request and checks for pending transactions, autopay links, or linked accounts needing addressing first, via the core banking system.

Coordinates final balance transfer/check issuance per the customer's instruction.

Confirms closure completion and sends final account documentation, written to the account.

Uses the closure conversation, once respectfully, to understand the reason, without pressuring retention .

## Data sources

Core banking account status Linked services/autopay data

## What it targets

Closure requests processed within the disclosed timeline Target 95%

Closures with pending items resolved before finalizing Target 100%