---
title: Opponent Declares Bankruptcy Procedure
description: "[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](https://casemasterpro.com/helpdocs/CMPOnline%20Opponent%20Declares%20Bankruptcy%20Procedure.pdf) ## Overview In this document, we’ll be looking in CMPOnline at processing a file when a debtor has declared bankruptcy. This will include several steps, such as adding bankruptcy details to an opponent, removing a payment arrangement, adding a…"
url: "https://casemasterpro.com/help-documentation/opponent-declares-bankruptcy-procedure/"
updated: "2024-02-07"
category: General Case Management
tags:
  - Activity Codes
  - Bankruptcy
  - Case Management
  - Debtor Settings
  - File Alerts
  - Hold Codes
  - Legal Status
  - Opponent Settings
  - "Pop-Ups"
  - Status Updates
---

# Opponent Declares Bankruptcy Procedure

[![](https://casemasterpro.com/wp-content/uploads/2022/08/print-to-pdf-50.png)](https://casemasterpro.com/helpdocs/CMPOnline%20Opponent%20Declares%20Bankruptcy%20Procedure.pdf)

## Overview

In this document, we’ll be looking in CMPOnline at processing a file when a debtor has declared bankruptcy. This will include several steps, such as adding bankruptcy details to an opponent, removing a payment arrangement, adding a hold code, then closing the file. *This process is only done after the responsible attorney has verified the debt is included on the debtor’s bankruptcy filing.*

## **Adding an Activity Note to the File**

- Navigate to Case File > Activity.
- Check to see if another user has added a bankruptcy activity code to the file. If not, continue to the next steps.
- Click “Add New”.
- Select the correct bankruptcy activity code.
- Add a comment or note if needed.
- Change the Note Date if needed.
- Select the debtor this bankruptcy applies to from the debtor dropdown.
- Add any images or reviews needed if necessary.

![CMPOnline procedure when a debtor files for bankruptcy](https://casemasterpro.com/wp-content/uploads/2024/02/debtor-bankruptcy01.png)

## **Adding Bankruptcy Information to the Debtor**

- Navigate to Case File > Opponent > More > Bankruptcy.
- Populate the fields as necessary, such as:
  - Case Number
  - Chapter
  - Filing Date
  - Trustee
- If you do not see the trustee needed in the dropdown provided, follow the steps below:
  - Navigate to Contacts > Trustees.
  - Click “Add New”.
  - Fill out the Trustee Contact Card, and click save.
  - Navigate back to the bankruptcy screen and select your new Trustee.

## **Adding a Hold Code and Removing the Payment Arrangement**

- Navigate to Case File > Opponent.
- Click on the Hold Codes section.

![](https://casemasterpro.com/wp-content/uploads/2024/02/debtor-bankruptcy02.png)

- Select the Bankruptcy Hold Code. This hold code should have the following configured:
  - Popup Message - stating that the debtor has filed bankruptcy.
  - “Ask to Remove Pmt Arrangement?” box checked.
  - “Display in Red?” box checked.
    *To ensure these settings are configured correctly, you can navigate to Administration > Lookups > Opponent > Hold Codes, and edit the bankruptcy hold code.*
- Once this hold code is set and saved, click “Yes” when it asks if you want to remove the payment arrangement automatically.

## **Closing the File**

- Navigate to Case File > Main > Settings.
- Select Bankruptcy from the Reason for Closing dropdown menu.
- Click “Close File”.

## Opponent Bankruptcy Video Highlight

[Opponent Declares Bankruptcy Procedure](https://www.youtube.com/embed/NjFksizsGDw?feature=oembed)