Tittle: Client Complaint Frustration

What happened?

A client, who has problem related to the company finance. The service we provided was, he will get money feedback each year since 2011. Now he called to acclaiming that he didn't receive those every year and need evidence from company. But due to the company policy I am not able to get him those earlier than 2023. I suggest him to come offline in person and check his own account with bank, and he refused that the client is too old to handle things. Himself is not available either(the speaker is client's son). He was angry via phone call.

Professional move:

“I understand this is very frustrating. I also want to help you solve it, but the system only allows us to retrieve records from 2023. The best way to verify earlier transactions would be through the bank statement.”

My Reaction:

I feel bad when found out can do nothing to help him.

What this reveals:

I was too responsible for this(which I shouldn't). And that's why I am not suitable for work, or socially being.