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Accidentally Created Personal Account

Sometimes customer change their mind after we click "Yes" after reading the long vetting script but on this instance we have to stick with the process and educate the customer that we already opened a personal account for them. What they can do is to just wait for the first statement and they can withdraw or cancel personal account as if nothing ever happened. However, if we accidentally click "Yes" due to system latency, agent being a happy clicker etc...

Here's what we need to follow

Step 1: Cancel the order. To cancel order go to "order enquiry" and highlight the order you just recently place then go to bottom left part and you will see the button "Cancel Order"

Remember, we only have 3 minutes to cancel the order, so act quickly.

Step 2: After successfully cancelling the order, you need to redo the order for the customer and do it the usual way but this time take payment through card

Step 3: Once the customer is not on the line anymore, we have to the what we call "Advisor Error", go to "Order Enquiry" again and highlight the order you just CANCELED then go to "Memo"

Step 4: Use memo category "Personal Account Vetting" then you have to leave a detailed message on the memo, indicating what happened and ask memo team to cancel the personal account request.