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Account Opening, Account Stages - Coggle Diagram
Account Opening
Account Opening
Split between 3 screens/segments
- Personal & Contact Details
- Financial Details & Disclosures
- Agreements, T & Cs
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User dropping off
System to give a pop up to the user with the following message
Your account will be ready in a few minutes. Are you sure to leave?
Yes | No
If the user clicks Yes and drops off
And revisits the account opening screen again
System to resume where the user left off as the details are saved internally.
In case if the user has not done the 1st screen (Personall & Contact Details), it has to start afresh
Following message is to be shown in Dashboard if the user is gettinng dropped off
If the user has completed atleast 1 stage =
Investment Account Completed by 33%
If the user has completed 2 stages =
Investment Account Completed by 67%
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