JP2002092319A - Trade inquiry system and storage medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a trade inquiry system and a storage medium for shortening the retrieving time of an operator and saving the retrieving labor. SOLUTION: This trade inquiry system is provided with a transmitting/ receiving means 5 for receiving a written retrieving request having retrieving request data by FAX through communication lines, a requested content recognizing means 11 for recognizing the retrieving request data based on image data of the written retrieving request received through the transmitting/receiving means, a requested content inspecting means 12 for inspecting the existence of an error of the retrieving request data recognized by the recognizing means, and a trade inquiry means 13 for extracting a trade state of a customer by performing data retrieving based on the retrieving request data after the inspection by the inspecting means, and a retrieving result outputting means 14 for editing the extraction result by the trade inquiry means and transmitting it to a retrieving requester via the transmitting/receiving means.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a transaction inquiry system and a storage medium for performing data retrieval based on a retrieval request relating to a transaction status of a customer and outputting the result.

[0002]

2. Description of the Related Art A financial institution such as a bank uses a transaction inquiry system for performing a search process in response to a detailed inquiry request about a transaction status of a customer. This system processes not only a search request from the person himself / herself but also a search request based on a public request from the police, a tax office, etc., and an urgent search process may be required.

FIG. 9 is a system configuration diagram showing a conventional search request processing method.

This search processing system comprises an (EDP) center 50 and a contact terminal 51 installed at each branch of a financial institution.
And a switching network 52 which is a communication line connecting them.

The center 50 has a facsimile transmitting / receiving device 53 for receiving a communication from the switching network 52.
, Telephone 54, and transaction inquiry system 5 for performing search processing
9, a host computer 56 as its host computer, and keyboard input device 55,
58, a magnetic tape device 57, and a printing device 60.

FIG. 10 is a flowchart showing a conventional search procedure.

An operator receives a search request form or a search request from the contact terminal 51 of each branch via the facsimile transmission / reception device 53 or telephone 54 installed in the center 50 (S51).

The operator sends the received search request to the terminal 5
5 to the host computer 56 (S5
3). The host computer 56 creates and temporarily stores request data for performing a search based on the input information, and collects and records a plurality of request data input during the period at predetermined intervals. The magnetic tape 57 is created (S54). The magnetic tape 57 thus created
Is periodically input to the transaction inquiry system 59 (S5).
5).

In the case of an urgent search request, the operator does not make an input to the host computer 56, but inputs a search request directly to the transaction inquiry system 59 using the terminal 58 (S56).

[0010] Based on the request data input from the magnetic tape 57 or the terminal 58 in this way, the transaction inquiry system 59 retrieves the transaction data, edits it as an inquiry result, and outputs it to the printer 60 (S57). The operator
The inquiry results printed out on paper are sorted and arranged for each requester, and sent to each requesting branch by FAX.

Therefore, conventionally, search request data is processed by key input via an operator or input operation via a magnetic tape, and communication of search results is also performed through distribution work by the operator.

[0012]

However, in the above-described search processing, the operation of the operator is steadily occurring because the operation is supposed to be performed by the operator.

In particular, in key input from a terminal, not only processing time due to the key operation itself is required, but also processing when there is an error in the communication content from each branch is time-consuming. For example, when the information is erroneous, it is often noticed for the first time due to an error from the computer, and it is necessary to contact each branch again in order to correct the erroneous contents to correct contents.

Further, when the inquiry result is communicated to each branch, the output printing paper must be sorted and input to the facsimile, and therefore, much labor is required for the processing.

Further, when an urgent search request is issued, the work currently being performed is temporarily stopped. However, when the number of urgent requests is asynchronously increased, the work efficiency is greatly reduced. There's a problem.

The present invention has been made in view of such circumstances, and a transaction inquiry system capable of shortening an operator's search processing time and saving labor of the search processing, and a storage storing the program thereof. The purpose is to provide a medium.

[0017]

In order to solve the above-mentioned problems, a transaction inquiry system according to the present invention comprises: a transmission / reception means for receiving a search request document containing search request data via a communication line by facsimile; Request content recognizing means for recognizing the search request data from the image data of the search request received via the means, request content recognizing means for checking the search request data recognized by the recognizing means for errors, Performing a data search based on the search request data after having been inspected by the inspection means,
A transaction inquiry system comprising: transaction inquiry means for extracting a transaction status of a customer; and search result output means for editing an extraction result by the transaction inquiry means and transmitting the result to a search request source via the transmission / reception means.

[0018] In the transaction inquiry system according to the present invention, the request content inspection means transmits and receives a notification describing the content of the error and the search request data when the search request data has an error. Means for transmitting to the search request source via the means, and if the search request data has no error, a notification stating that the search request has been received and the search request data are described via the transmission / reception means. And a means for sending the transaction to the transaction inquiry system.

According to the present invention, in the transaction inquiry system according to the present invention, the search request data to be described in the search request includes at least a customer number, which is a code for specifying a customer, and a target period of the transaction inquiry. Is a transaction inquiry system that is a search period.

According to the present invention, a request content recognizing step of recognizing the search request data from image data of a search request document describing the search request data sent via a communication line, and a search recognized by the recognizing step. A request content inspection step for inspecting whether there is an error in the request data, a transaction inquiry step for performing data search based on the search request data after being inspected by the inspection step, and extracting a transaction state of the customer; A storage medium storing a computer-readable program for realizing a search result output step of editing an extraction result by the inquiry step and transmitting the result to the search request source via the transmission / reception means.

Further, according to the present invention, in the recording medium according to the above invention, the request content checking step includes, when the search request data contains an error, a notice describing the content of the error and the search request data. Sending to the original,
A storage medium storing a computer-readable program for realizing a step of transmitting a notification describing the fact that the search request has been received and notifying the search request data to a search request source when the search request data has no error. .

[0022]

FIG. 1 is a block diagram showing a first embodiment of a transaction inquiry system according to the present invention.

This transaction inquiry system includes a search processing unit 1 for receiving a search request and outputting a result, and a host computer 2 which is a host computer of the search processing unit 1.
And a PC (personal computer) or F installed at each branch of the financial institution for transmitting the search request form.
A branch communication terminal 3 such as an AX, a switching network 4 which is a communication line connecting the branch communication terminal 3, and an F connected to the switching network 4.
An AX transmitting / receiving device 5 is provided.

The search processing unit 1 includes an input / output processing unit 10 serving as an information exchange interface between the host computer 2 and the facsimile transmission / reception device 5, and a request content for extracting necessary request contents from the transmitted search request form. Recognition unit 11, request contents inspection unit 12 for checking whether there is any error in request contents, transaction inquiry unit 13 for retrieving transaction data based on the request contents and extracting the result, FAX transmission / reception by editing the extraction result A search result output unit 14 to be output to the device 5 and a storage unit 15 that stores data processed by the processing units.
Is provided.

The storage unit 15 has a management file unit 15a storing request contents extracted from the search request form.
A FAX number file unit 15b storing FAX numbers of each branch, a search reception file unit 15c storing sufficient information necessary for performing a search, and an output file unit 15d storing search results. ing.

The functions of the request content recognition unit 11, request content inspection unit 12, transaction inquiry unit 13, and search result output unit 14 are provided by a storage medium (not shown) attached to the system, such as a magnetic disk, Floppy (registered trademark) disk, hard disk, optical disk (CD-ROM, C
DR, DVD, etc.), a magneto-optical disk (MO, etc.), a semiconductor memory or the like.

Next, the operation of the transaction inquiry system according to the present invention will be described.

When a request for a transaction inquiry is made to a branch office of a financial institution, each branch office creates a search request form 20 containing information necessary for conducting a business inquiry inquiry for a customer.

FIG. 2 is a diagram showing an example of a search request form. The items described in the search request form 20 will be described.

Of the items described in the search request form 20, essential items are a customer number 22 and a search period 23. The customer number 22 is a unique number used only inside the financial institution to identify the customer, and the search period 23 is a target period for transaction inquiry and can be specified in years and months.

Items other than the above-mentioned two items are supplementary information for performing a search and need not be particularly described, but are preferably described. The search request number 21 is an identification code created by the requester, and is used to identify the request. The branch number 24 and the customer name 25 are used to confirm whether or not the customer number is incorrect. The subject 26 is for specifying search conditions. For example, in the case of a bank, the user specifies which one of ordinary deposit, checking account, borrowing, and the like is searched.

A search request form 20 containing the above contents
Is input to the FAX transmitting / receiving device 5 via the switching network 4. Upon receiving the search request form 20, the FAX transmitting / receiving apparatus 5 issues a processing request to the search processing unit 1. The input / output processing unit 10 is activated by the processing request signal, and passes the processing to the request content recognition unit 11.

FIG. 3 is a flowchart showing the contents of the request content recognition processing.

The request content recognition unit 11 retrieves the search request form 2 transmitted from the facsimile transmission / reception device 5 through the input / output processing unit 10.
0 image data is received (S1). Subsequently, a reception number for the search request document 20 is issued, and an area for storing data described in the search request document 20 is secured in the management file unit 15a (S2).

Subsequently, an image cutout process is started to cut out search information from the image data of the search request form 20 (S3). The image cutout process has a function of recognizing data of each item described in the image data and transferring the cutout data to the request content recognition unit 11. The request content recognizing unit 11 receives the data of each item recognized by the image cutout process, and stores the data in a predetermined area of the management file unit 15a (S4).

Next, it is checked whether all necessary data is described in the search request form 20 (S5). The content checked in this step is the presence or absence of data loss.

If all the data is described, the request content inspection unit 12 which is a process of the next step is activated (S
6).

In the described data, the customer number 22 and the search period 23 are essential items, and if these items are not present, an error message is transmitted to the branch by facsimile by error processing described later (S7).

If there is no customer name 25 in the described data, an inquiry is made to the host computer 2 for the customer name with the receipt number and the customer number 22 specified. Assuming that it is desired to search for a subject, the reception number and the customer number 22 are similarly specified to the host computer 2 to make an inquiry about all the subjects held by the customer (S8).

The inquiry to the host computer 2 is:
This is performed via a communication line via the input / output processing unit 10. The host computer 2 creates a response to the content of the inquiry and inputs the information to the search processing unit 1 via the communication line. In the search processing unit 1, the input / output control unit 10 receives the information and activates the request content inspection unit 12.

FIG. 4 is a flowchart showing the contents of the request content inspection process.

The request content inspection unit 12 determines whether the information is input from the host computer 2 or a start request from the request content recognition unit 11 (S11).

In the case of information input from the host computer 2, the input information is stored in an area of the management file section 15a having the corresponding reception number (S12). still,
If an error occurs in the processing of the host computer 2, the content of the error is input, and this error content is also stored in the management file unit 15a.

If the activation of the request content inspection unit 12 is an activation request from the request content recognition unit 11, the process starts from the next step S13.

The request content inspection unit 12 manages the management file unit 1
Search request form 20 having a reception number to be processed in 5a
Is read out, and the data is first checked for rationality (S13). The search period 23 is checked for validity of the date, the branch number 24 is checked for a number, and the subject 26 is checked for a code.

If an error occurs as a result of the rationality check, if there is a missing error of an essential item in the request content recognizing unit 11 or if an error occurs in the host computer 2, The FAX number file section is searched to extract the FAX number of the branch, and an error notification is transmitted to the branch (S15).

FIG. 5 is a diagram showing an example of an error notification of a search request.

The search request error notice 30 includes a reception number column 31, a reception date / time column 32, an error content display column 33, and a request content display column 34.

The reception number is a key item related to this process, and the reception date and time indicates the date and time when a search request from a branch was received. Also, the data described in the request form is shown together with the content of the error, and the content is confirmed and the configuration is made to facilitate the correction.

After transmitting the error notification, the fact is described in the management file section 15a, and the processing of the reception number is terminated (S16).

The rationality check result and the request content recognition unit 1
If both the check result in step 1 and the check result in the host computer 2 are normal, the FAX number file section 15b is searched to extract the FAX number of the branch, and an acceptance message is transmitted to the branch ( S17).

FIG. 6 is a diagram showing an example of a notice of receipt of a search request.

The search request reception notice 35 includes a reception number column 31, a reception date / time column 32, a reception display column 36, and a request content display column 37.

The reception number is a key item related to this process, and the reception date and time indicates the date and time when the search request from the branch was received. In addition, the contents described in the search request form 20 are shown together with the statement of acceptance, and the contents requested in the branch can be confirmed again.

After transmitting the acceptance notice, the search request data stored in the management file unit 15a is stored in the search reception file unit 15c, and the transaction inquiry unit 13 is started by specifying the reception number ( S18).

The transaction inquiry section 13 is provided with the search reception file section 1
5c is searched by the reception number, the data for search request is read out, transaction data is extracted based on the data, and the result is stored in the output file unit 15d. If an error occurs in this process, the content of the error is also stored in the output file unit 15d. After this process, the transaction inquiry unit 13 activates the search result output unit 14 by specifying the receipt number.

FIG. 7 is a flowchart showing the contents of the search result output process.

The search result output unit 14 searches the search reception file unit 15c and the output file unit 15d using the reception number, and reads out data for search request and data of the search result (S20). Then, the data is edited into a predetermined format based on the data, and a search result notice is created (S21).

FIG. 8 is a diagram showing a notification example of a search result.

In the search result notification form 40, the reception number column 4
1, a reception date and time column 42, a request content display column 43, and an inquiry result display column 44 for each subject are described.

The reception number is a key item related to this processing, and the reception date and time indicates the date and time when the search request from the branch was received. Also, the inquiry result is shown together with the contents described in the request form, and the request contents and the search results can be compared and confirmed at the branch.

Although not shown, the contents of the error that occurred during the processing of the transaction inquiry unit 13 are described in the search result notification form 40.
Described in

After the search result notice 40 is created as described above, the FAX number file section 15b is searched to extract the FAX number of the branch, and the search result is transmitted to the branch (S22).

[0064]

As described above, according to the structure of the present invention, various effects can be obtained.

Since the search request data is directly input to the transaction inquiry system via the facsimile transmission / reception device, the key input operation by the operator is not required, and the input work can be saved.

Further, even if an error occurs in the search request data, the error content is automatically returned to the terminal of the branch to which the request was sent, so that the operator does not need to make a telephone call with each branch. Therefore, it is possible to prevent a decrease in work efficiency.

Further, since the search result is automatically returned to the terminal of the branch office to which the request has been sent, the operator does not need to sort the paper on which the search result is printed and input it to the facsimile. Labor can be reduced.

[Brief description of the drawings]

FIG. 1 is a configuration diagram showing a first embodiment of a transaction inquiry system according to the present invention.

FIG. 2 is a diagram showing an example of a search request form.

FIG. 3 is a flowchart showing the contents of a request content recognition process.

FIG. 4 is a flowchart showing the contents of a request content inspection process.

FIG. 5 is a diagram showing an example of a search request error notification.

FIG. 6 is a diagram showing an example of a notice of receipt of a search request.

FIG. 7 is a flowchart showing the contents of a search result output process.

FIG. 8 is a diagram showing a notification example of a search result.

FIG. 9 is a system configuration diagram showing a conventional search request processing method.

FIG. 10 is a flowchart showing a conventional search procedure.

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 ... Search processing part 2 ... Host computer 3 ... FAX transmission / reception apparatus 11 ... Request content recognition part 12 ... Request content inspection part 13 ... Transaction inquiry part 14 ... Search result output part 15 ... Storage part 20 ... Search request form 22 ... Customer number 23: Search period 30: Search request error notice 35: Search request acceptance notice 40: Search result notice

Continued on the front page (51) Int.Cl. ⁷ Identification symbol FI Theme coat II (reference) H04N 1/00 H04N 1/00 Z

Claims (5)

[Claims] 1. A transaction reference system for performing a data search based on a search request relating to a transaction status of a customer and outputting the result, wherein a transmission / reception means for receiving a search request document describing search request data via a communication line by facsimile. Request content recognizing means for recognizing the search request data from the image data of the search request received via the transmitting / receiving means, and a request for checking the search request data recognized by the recognizing means for errors. Content inspecting means, transaction inquiry means for performing a data search based on the search request data after having been inspected by the inspection means, and extracting the transaction status of the customer, and editing the extraction result by the transaction inquiry means And a search result output means for transmitting to the search request source via the transmission / reception means. 2. The transaction inquiry system according to claim 1, wherein said request content inspection means, when there is an error in said search request data, sends a notification describing the content of the error and said search request data to said transmission / reception means. Means for transmitting to the search request source via the, if there is no error in the search request data, a notification stating that the search request has been accepted and the search request data is described to the search request source via the transmission / reception means And a means for transmitting. 3. The transaction inquiry system according to claim 1, wherein the search request data to be described in the search request form includes at least a customer number, which is a code for identifying a customer, and a transaction inquiry code. A transaction inquiry system, which is a search period that is a target period. 4. A storage medium storing a program incorporated in a transaction inquiry system for performing data search based on a search request relating to a transaction status of a customer and outputting the result, wherein the program is provided to a computer. A request content recognition step of recognizing the search request data from the image data of the search request document describing the search request data sent via the communication line; and checking for errors in the search request data recognized by the recognition step. A request content inspection step to perform a data search based on the search request data after being inspected by the inspection step, and a transaction inquiry step of extracting a customer's transaction status; and edit an extraction result by the transaction inquiry step And outputting a search result to the search request source via the transmission / reception means. The storage medium storing the order of the computer-readable program. 5. A recording medium storing the program according to claim 4, wherein the request content inspection step includes a step of, if the search request data contains an error, a notice describing the content of the error and the search request data. Transmitting to the search request source a notification stating that the search request has been received and the search request data if the search request data has no error. A storage medium storing a computer-readable program characterized by the above-mentioned.