JP6585420B2 - Customer guidance system - Google Patents

Description

The present invention is to slip issuance of the document on the basis of the operation of the customer that visits to financial institutions, but the management of information relating to said transmission slip on line cormorant customer guidance system.

  Conventionally, in financial institutions such as banks, slips of different formats are prepared for each type of transaction requested, such as a deposit slip, a withdrawal slip, and a transfer slip. A customer who visits a financial institution fills in the necessary items on a slip corresponding to a target transaction. When the customer is called from the window, the customer hands the slip to the window staff, and the window staff performs the transaction processing of the slip.

  As described above, conventionally, necessary items have been entered manually by a customer on a paper medium called a slip, but recently, using a terminal device called an electronic bookkeeping machine provided in a store of a financial institution, There is known a technique in which a customer himself / herself inputs necessary items on a slip.

  For example, in Patent Document 1, a customer's input for a slip item is received using a terminal device provided in a lobby of a sales office of a financial institution, and information related to the received slip item (hereinafter referred to as “slip information”). Is transmitted to a window device installed at the window, and a technique for performing processing related to a transaction requested by a customer based on slip information received by the window device is disclosed. Further, according to this Patent Document 1, in the window device, the received slip information is displayed on a display unit such as a display, so that the contents of the slip information can be confirmed visually, and if necessary, the customer or the counter in charge The slip information can also be corrected by the operator's operation.

Japanese Patent Laying-Open No. 2015-5072

  However, according to the above-mentioned Patent Document 1, when the contact person corrects the slip information input by the customer using the electronic bookkeeping machine, the timing for calling the next customer is delayed, and the waiting time of the customer at the sales office is increased. There's a problem. In particular, when processing a transfer slip, there is a “current day transfer time limit” at which the transfer specified on the day is accepted at the counter, so if the counter terminal receives a transfer request after this day transfer limit time It is necessary to correct the designated transfer date using the window terminal.

  This point will be specifically described. For example, if the day transfer limit time of a certain store is 14:30 and the time when the customer starts inputting slip information related to the transfer slip with the electronic bookkeeping machine is 14:40, the electronic bookkeeping machine The time when the slip information is transmitted to the window terminal is after 14:30, which is the transfer limit time on the day. However, even when the entry date of the slip slip on the electronic bookkeeping machine has started to exceed the transfer limit time on the current day, the specified transfer date included in the slip information will automatically reflect a blank or the current date. Has been. For this reason, for voucher information related to transfers entered on the electronic bookkeeping machine after the transfer time limit on the day, the person in charge of the counter must confirm with the customer and correct the transfer designated date to the date after the next business day. Don't be.

  In addition, if the electronic bookkeeping machine has already exceeded the time limit for the current day of transfer when the entry of slip information related to the transfer slip is started, this kind of information will not be provided to the electronic bookkeeping machine. Recognize that transfer is possible and proceed with the procedure. However, the customer is informed that the day's transfer cannot be made until the customer is called at the counter. Depending on the customer, it may be necessary to make the transfer on the day, and even if it is informed that the transfer on the day will not be accepted when it is called to the counter, it may not be possible to deal with it. Become.

  Based on these facts, how is it possible to suppress the occurrence of a situation where the designated date of transfer must be corrected at the counter when a financial institution has a time limit for transfer specified on the same day to accept the specified transfer at the counter? Has become an important issue.

The present invention is to solve the above-described problems of the prior art, and when a transfer date specified for receiving the transfer designated on the day is provided at the counter at the financial institution, the transfer designated date is corrected at the counter. an object of the present invention is to provide a customer guidance system that suppress the occurrence of a situation that must be performed.

In order to solve the above-described problems and achieve the object, the present invention provides an electronic bookkeeping machine provided with a transmission means for receiving electronic bookkeeping data input by a customer and transmitting the bookkeeping data received, and the electronic bookkeeping. A storage means for receiving and storing the book data transmitted from the machine, and a window for obtaining the book data stored in the storage means provided in a window for performing processing based on the book data stored in the storage means and a terminal, said bookkeeping data based on the time of accepting the determined reception date of the bookkeeping data, the determined reception date and a control means for transmitting from said transmission means linked to the bookkeeping data, the window terminal , said storage means to the acceptance date tied to the stored booked data, it characterized that you notification that is not the day.

  Further, the present invention is the above invention, wherein the window terminal determines the date of receipt of the book data based on the time when the book data stored in the storage means is acquired, and the judged date of receipt is not the current day It is characterized by notifying.

  Further, the present invention, in the above invention, further comprises a management device for managing the stay status of the window, and when the management device receives an inquiry request for the stay status of the window, A staying status inquiry unit that returns information indicating, and the control unit receives the staying status of the counter acquired as a response to the stay status inquiry request transmitted to the management device and the time when the book data is received The call time when the customer is called to the counter is estimated based on the above, the date of receipt of the book data is determined based on the estimated call time, and the date of receipt determined is associated with the book data It is characterized by transmitting from the transmitting means.

  Further, the present invention relates to the above-mentioned invention, wherein the window terminal is related to a procedure for performing processing during the day when the reception date linked to the book data stored in the storage means is not the current day. Information is reported.

According to the present invention, in the case where the day of the transfer time limit to accept the designation of the transfer on the day at the window is provided in the financial institutions, to suppress the occurrence of a situation that must be done to correct the transfer specified date in the window, it has been It is possible to reduce the burden on the person in charge of the window and improve the convenience for the customer.

FIG. 1 is an explanatory diagram for explaining the outline of processing related to the day transfer limit time in the electronic bookkeeping machine and the window terminal according to the present invention when the day transfer limit time is provided. FIG. 2 is a diagram illustrating a system configuration of the customer guidance system according to the first embodiment. FIG. 3 is a block diagram illustrating an internal configuration of the accepting machine according to the first embodiment illustrated in FIG. 2. FIG. 4 is an explanatory diagram for explaining a data configuration of the accepting device according to the first embodiment illustrated in FIG. 3. FIG. 5 is a block diagram showing an internal configuration of the electronic bookkeeping machine according to the first embodiment shown in FIG. FIG. 6 is an explanatory diagram for explaining a data configuration of the electronic bookkeeping apparatus according to the first embodiment illustrated in FIG. 5. FIG. 7 is a block diagram illustrating an internal configuration of the server according to the first embodiment illustrated in FIG. 2. FIG. 8 is an explanatory diagram for explaining the data configuration of the server according to the first embodiment illustrated in FIG. 7. FIG. 9 is a block diagram illustrating an internal configuration of the window terminal according to the first embodiment illustrated in FIG. 2. FIG. 10 is an explanatory diagram for explaining a data configuration of the window terminal according to the first embodiment illustrated in FIG. 9. FIG. 11 is a diagram for explaining screen transitions associated with screen configurations and operations related to registration of slip item information of transfer slips in the electronic bookkeeping machine shown in FIG. 2. FIG. 12 is a diagram for explaining a screen configuration used when confirming slip item information of a transfer slip registered by the electronic bookkeeping machine at the window terminal shown in FIG. FIG. 13 is a flowchart showing a processing procedure of a series of processes related to registration of slip item information of a transfer slip in the electronic bookkeeping machine shown in FIG. FIG. 14 is a flowchart showing a processing procedure of a series of confirmation processes related to the slip item information of the transfer slip registered by the electronic bookkeeping machine performed at the window terminal shown in FIG. FIG. 15 is an explanatory diagram for explaining an overview of processing related to the day transfer attention time added in the second embodiment in addition to the day transfer restriction time described in the first embodiment. FIG. 16 is a diagram for explaining the screen configuration of the screen displayed at the start of registration of the slip item information of the transfer slip in the electronic bookkeeping apparatus according to the second embodiment and the screen transition accompanying the operation. FIG. 17 is a block diagram illustrating an internal configuration of the electronic bookkeeping machine according to the second embodiment. FIG. 18 is an explanatory diagram for explaining a data configuration of the electronic book machine according to the second embodiment illustrated in FIG. 17. FIG. 19 is a block diagram illustrating an internal configuration of the window terminal according to the second embodiment. FIG. 20 is a flowchart illustrating a processing procedure of a series of processes related to registration of slip item information of a transfer slip in the electronic book machine according to the second embodiment. FIG. 21 is a flowchart illustrating a processing procedure of a series of confirmation processes related to the slip item information of the transfer slip registered in the electronic bookkeeping machine performed in the window terminal according to the second embodiment.

Hereinafter, with reference to the accompanying drawings, a preferred embodiment of the engagement Ru customer guidance system of the present invention will be described in detail.

  First, an outline of processing in the electronic bookkeeping machine 30 and the window terminal 40 according to the present invention in the case where the day transfer limit time is provided will be described with reference to FIG. Here, the day transfer limit time indicates the time at which the transfer process for the day is accepted at the counter, and the counter person in charge does not receive the request for the transfer process specified on the day after the day transfer limit time has passed.

  When a customer who has visited a financial institution performs registration processing of information for drafting a transfer slip using the electronic bookkeeping machine 30, the customer waits in the lobby until called up from the counter. When the customer is called from the window, information on the transfer slip registered by the customer using the electronic bookkeeping machine 30 is displayed on the display unit of the window terminal 40. Then, after confirming the contents displayed on the display unit of the window terminal 40, the window person in charge performs the transfer process.

  Specifically, if the customer operates the “transfer” button on the display screen of the electronic bookkeeping machine 30 and starts registering the slip item of the transfer slip, the time (( Hereinafter, it is determined whether or not “registration start time” has passed the day transfer limit time (S1). As a result, if the registration start time has passed the transfer limit time on the day (S1; No), the electronic bookkeeping machine 30 will “transfer the next business day” as shown in screen 1 in the figure. Message is displayed. As described above, in this embodiment, the electronic bookkeeping machine 30 can know that “the transfer process will be the next business day”, so that it is possible to take measures such as using an ATM.

  When the “Yes” button operation is performed on this screen 1, the electronic bookkeeping machine 30 displays a screen for registering the slip item of the transfer slip, and the slip of the transfer slip based on the input operation of the customer. Generate item information. On the other hand, when a “No” button operation is performed on this screen 1, the registration process of the slip item of the transfer slip is not performed.

  In addition, when the customer starts registration of the slip item of the transfer slip in the electronic bookkeeping machine 30, if the current day transfer limit time has not yet passed (S1; Yes), the electronic bookkeeping machine 30 displays the above screen. 1 is not displayed on the display unit, but a screen for registering the slip item of the transfer slip is displayed, and the customer's input operation is accepted. And the electronic bookkeeping machine 30 produces | generates the slip item information of a transfer slip based on a customer's input operation. When the input operation of the slip slip slip item by the customer is completed, the electronic bookkeeping machine 30 transmits the slip slip slip item information generated to the server 20.

  When the customer is called from the window, the window terminal 40 arranged at the window acquires the slip item information generated by the electronic bookkeeping machine 30 via the server 20. If the acquired slip item information is information related to the transfer slip, the counter terminal 40 performs a check process related to the transfer limit time on the day (S2), and alerts the contact person in charge according to the check result Is notified.

  Here, the alert information displayed on the display unit of the window terminal 40 will be specifically described. When the registration start time in the electronic bookkeeping machine 30 has passed the day transfer limit time, the time when the slip item information registered in the electronic bookkeeping machine 30 is received at the window terminal 40 (hereinafter referred to as “window reception time”). ) Has also passed the transfer time limit on the day. For this reason, as shown in screen 2 in the figure, the next business day (for example, April 16, 2014) is displayed on the request date indicating the designated transfer date, and the display column for the request date is the contact person in charge. Display with a yellow background to alert the user.

  In addition, when the window reception time has passed the current day transfer limit time even though the registration start time in the electronic bookkeeping machine 30 has not exceeded the current day transfer limit time (S2; No), As shown in the screen 3, the next business day is displayed on the request date, and the display column for the request date is displayed with a red background color. In this way, when the transfer date is the next business day, the window terminal 40 highlights the request date column in yellow or red, so that the window person in charge receives the next business day. I try to make them aware of Thereby, since the omission of confirmation of the transfer date to the customer can be prevented, unnecessary troubles between the customer and the financial institution can be prevented.

  In addition, the request date shown on screen 2 in the figure has a yellow background color, whereas the request date shown in screen 3 in the figure has a red background color. This is because there is a high possibility of misunderstanding. In other words, in the case of screen 2 in the figure, since the customer should have recognized that “the next business day will be transferred” at the time of the electronic bookkeeping machine 30, the case of screen 3 in the figure is more highlighted. is doing. This is because red is generally recognized as having a higher degree of vigilance than yellow. Note that the highlighting color is not limited to this, and any display mode may be used as long as the screen 3 is emphasized more than the screen 2.

  If the window reception time at the window terminal 40 has not passed the current day transfer limit time (S2; Yes), since the day transfer is possible, as shown in the screen 4 in the figure, the designated transfer date The date of the current day (for example, April 15, 2014) is displayed in the request date column. In this case, since it is accepted as a transfer on the same day, no special attention is given, and the background color of the display column for the requested date is displayed in white like other items.

  Thus, when the registration start time of the slip item information of the transfer slip exceeds the transfer limit time on the day, the electronic bookkeeping machine 30 displays a message that the transfer date is the next business day, Can confirm the transfer date. In addition, when the registration start time of the transfer slip in the electronic bookkeeping machine 30 has passed the transfer limit time on the day, the window terminal 40 displays that the transfer date is the next business day and displays the window terminal 40. Highlight the transfer date to be displayed in the department and call attention to confirm the transfer date. In addition, the window terminal 40 has a transfer slip registration start time in the electronic bookkeeping machine 30 that has not passed the current day transfer limit time, but if the window reception time in the window terminal 40 has passed the day transfer limit time, In addition to displaying that the day will be the next business day and displaying the transfer date at a higher emphasis level, the transfer date is more strongly alerted, so the financial institution accepts the transfer specified on the day at the counter When there is a transfer time limit on the day, it is possible to reduce the burden on the contact person and to improve customer convenience while suppressing the occurrence of a situation where the designated transfer date must be corrected at the counter. It becomes possible.

  Next, the system configuration of the customer guidance system according to the first embodiment will be described. FIG. 2 is a diagram illustrating a system configuration of the customer guidance system according to the first embodiment. The customer guidance system includes a receiving machine 10, an electronic bookkeeping machine 30, a server 20, a window terminal 40, a printer 95, a number calling device 92, and a teller monitor 91.

  The accepting machine 10 is a device that is installed near the entrance of a financial institution and issues a number tag to a customer. The reception device 10 receives an input of the purpose of visiting the store by the customer, determines the type of the counter corresponding to the received store visit purpose, and assigns a reception number corresponding to the type of the counter. In addition, the reception device 10 issues a number tag on which the received reception number is written. The accepting machine 10 determines whether or not drafting of the slip is necessary according to the received store visit purpose, and guides to the electronic bookkeeping machine 30 when it is determined that the drafting of the slip is necessary. .

  In addition, the reception machine 10 manages the call waiting state and the calling order to the window for each received reception number. When accepting the call request from the teller monitor 91 installed at the window, the accepting machine 10 identifies the receipt number with the top calling order from the receipt numbers waiting for the call, and identifies the identified receipt number. Guide the customer who has the number tag with "" to the counter. Specifically, the reception device 10 outputs a reception number to the number calling device 92, thereby guiding a customer who has a number tag on which the output reception number is written to the counter. When the purpose of visiting the store according to the present invention is to transfer, the customer is guided to the electronic bookkeeping machine 30 because it is necessary to issue a transfer slip.

  The electronic bookkeeping machine 30 is a device that is installed in an area where a customer can enter, such as a lobby, and receives a customer input and electronically issues a slip. The electronic bookkeeping machine 30 accepts an input for a slip item to be drafted, generates slip item information including a receipt number assigned by the accepting machine 10 and input information for the slip item, and the generated slip The item information is transmitted to the server 20. When the purpose of visiting the store according to the present invention is a transfer, an input for a transfer slip item is accepted and slip slip slip item information is generated.

  The server 20 is an apparatus that is installed in an area where customers cannot enter such as an office of a financial institution and manages the slip item information generated by the electronic bookkeeping machine 30. The server 20 can also be installed at a place other than the financial institution.

  When the server 20 receives the slip item information from the electronic bookkeeping machine 30, the server 20 adds the received slip item information to the slip item data 24b and stores it. Further, when the customer is called to the counter, the server 20 reads out the slip item information corresponding to the reception number described on the number tag possessed by the called customer from the slip item data 24b, and the server 20 calls the customer. It transmits to the window terminal 40.

  The window terminal 40 is a device that is installed at a window and is used when a window person in charge performs window operations. The window terminal 40 can display the slip item information acquired from the server 20 on the display unit. This is because the person in charge of the window and the customer can view the slip item information. Upon receiving confirmation of the displayed slip item information after receiving confirmation of the displayed slip item information, the window terminal 40 prints a slip in which the content of the slip item information confirmed by the printer 95 is written.

  Further, the window terminal 40 can correct the slip item information, and when the slip item information is corrected, the payment slip corresponding to the corrected payment slip information is printed by the printer 95 and the corrected The deposit slip information is transmitted to the server 20.

  Next, the flow of processing when a customer call operation is performed on the teller monitor 91 will be described. When the teller monitor 91 receives a call operation to the customer's window, the teller monitor 10 receives a customer call request including information for identifying the window where the teller monitor 91 is installed (hereinafter referred to as “window identification information”). Send to. Based on the window identification information included in the call request from the teller monitor 91, the reception machine 10 determines the next reception number to be called from among the reception numbers waiting for the type of the window, and determines the received reception The number is transmitted to the number calling device 92. The number calling device 92 that has received the reception number displays the received reception number on the display unit, and calls the customer of the reception number by voice.

  The accepting machine 10 also notifies the server 20 of the receipt number transmitted to the number calling device 92 and the window identification information included in the call request. The server 20 that has received the reception number and the window identification information extracts the slip item information associated with the received reception number from the slip item data 24b and transmits it to the window terminal 40 corresponding to the received window identification information.

  In this way, in conjunction with the customer's call operation on the teller monitor 91, the slip item information corresponding to the customer called to the window terminal 40 is transmitted from the server 20 and the slip item information of the customer called to the window is displayed. A confirmation screen is automatically displayed on the window terminal 40.

  Next, an internal configuration of the accepting machine 10 according to the first embodiment illustrated in FIG. 2 will be described. FIG. 3 is a block diagram illustrating an internal configuration of the receiving machine 10 according to the first embodiment. As shown in the figure, the accepting machine 10 includes a display operation unit 11, a number tag printing unit 12, a communication unit 14, a storage unit 15, and a control unit 16.

  The display operation unit 11 is a touch panel display device or the like. The display operation unit 11 displays buttons and the like that allow the customer to select and input the purpose of visiting the store, and accepts selection input of the buttons. The number tag printing unit 12 is an output unit that prints a number tag on which information such as a reception number is described. The communication unit 14 is an interface unit for performing data communication with the server 20 and the electronic bookkeeping machine 30 via a communication line such as a LAN (Local Area Network).

  The storage unit 15 is a storage device composed of a hard disk device, a nonvolatile memory, or the like. The storage unit 15 stores setting parameters 15a, reception number numbering data 15b, and reception number data 15c. The setting parameter 15 a is a parameter related to the reception process of the reception machine 10. The reception number assignment data 15b is data relating to the reception number assignment situation. The receipt number data 15c is data having information related to the state for each receipt number assigned.

  The control unit 16 is a control unit that controls the entire receiving machine 10 and includes a reception processing unit 16a, a reception number numbering unit 16b, a number tag issuing unit 16c, and a reception number data management unit 16d. In practice, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and these programs are loaded into a CPU (Central Processing Unit) and executed, whereby processes corresponding to the respective programs are stored. Will be executed.

  The reception processing unit 16a is a control unit that controls reception processing of customers who have visited a financial institution. The reception processing unit 16a displays a store visit purpose input screen on the display operation unit 11. When the store visit purpose input is received, the reception number numbering unit 16b assigns a reception number corresponding to the store visit purpose. Information such as the purpose of visiting the store is associated with the received reception number and registered in the reception number data 15c.

  However, in the setting parameter 15a, when guiding to the electronic bookkeeping machine 30, it is set not to issue a number tag, and when guiding to the electronic bookkeeping machine 30 according to the received store visit purpose, a reception processing unit 16a displays a message for guiding to the electronic bookkeeping machine 30 without issuing a number tag.

  In the setting parameter 15 a, when guiding to the electronic bookkeeping machine 30, if it is set not to issue the number tag, the store entry purpose input screen must be guided to the electronic bookkeeping machine 30 in the first place. A certain purpose of visiting the store cannot be selected, and a message for guiding the visitor to the electronic bookkeeping machine 30 may be displayed.

  If the receipt number numbering unit 16b accepts a receipt number numbering request according to the purpose of visiting the store from the electronic bookkeeping machine 30 via the acceptance processing unit 16a or the communication unit 14, the receipt number corresponding to the accepted purpose of visiting the store Assign a receipt number. Specifically, the reception number band corresponding to the purpose of visiting the store is specified, and the reception number next to the final numbered reception number for the specified reception number band stored in the reception number numbering data 15b is set as the new reception number. As number. Then, the receipt number numbering unit 16b updates the receipt number that has been last numbered in the receipt number numbering data 15b accordingly.

  The number tag issuing unit 16c causes the number tag printing unit 12 to print the number tag on which the reception number numbered by the reception number numbering unit 16b is described. On the printed number tag, the receipt number is printed with character information that can be recognized by a person and a barcode that can be read by the barcode reader 36.

  If the receipt number data management unit 16d receives an acquisition request for receipt number information including a receipt number from another device such as the electronic bookkeeping machine 30 via the communication unit 14, the receipt number data 15c is received with the received receipt number. The search result is returned to the request source as a response.

  If the reception number data management unit 16d receives a call request including the window number of the window where the teller monitor 91 is installed from the teller monitor 91, the window number included in the call request received from the reception number data 15c. The reception number to be called is selected, the state corresponding to the reception number managed in the reception number data 15c is set as “Called”, and the reception number is transmitted to the number calling device 92. When the number calling device 92 receives the reception number, the number reception device displays the received reception number on the display unit and calls the customer of the reception number by voice.

  Next, a data configuration of the receiving machine 10 according to the first embodiment illustrated in FIG. 3 will be described. FIG. 4 is an explanatory diagram for explaining a data configuration of the receiving machine 10 according to the first embodiment.

  The setting parameters 15a shown in FIG. 4 (a) include whether or not ticketing is required at the time of guidance of the electronic bookkeeping machine, a reception number band for each purpose, a window for each purpose, and necessity of guidance to the electronic bookkeeping machine for each purpose. The necessity of ticketing at the time of guidance of the electronic bookkeeping machine is information indicating whether or not a customer needs to issue a number tag at the time of guidance to the electronic bookkeeping machine 30. The purpose-specific reception number band is information on the reception number band for each purpose of visiting the store. The purpose-specific window is information indicating the type of window for each purpose of visiting the store. The necessity of guidance to the electronic bookkeeping machine by purpose is information indicating the necessity of guidance to the electronic bookkeeping machine 30 by purpose of visiting the store.

  The example of the setting parameter 15a in FIG. 4A indicates that the necessity of ticketing at the time of guidance of the electronic bookkeeping machine is “necessary”, and it is necessary to issue a number tag to the electronic bookkeeping machine 30 when guiding the customer. In addition, in the example of the information on the reception number band by purpose of the setting parameter 15a in FIG. 4A, the purpose of visiting the store is “1 to 399” as the numbering band of the reception number for deposit, withdrawal, transfer and tax payment. Yes, the purpose of visiting the store is that the numbering of the receipt and loan acceptance number is “500 to 899”. In addition, the example of the information on the window according to purpose of the setting parameter 15a in FIG. 4A is that the purpose of visiting the store is “High Counter” corresponding to deposit, withdrawal, transfer and tax payment, and the purpose of visiting the store is This indicates that the type of counter corresponding to various notifications and loans is “low counter”. In addition, the example of the necessity information for the purpose-specific electronic bookkeeping of the setting parameter 15a in FIG. 4 (a) is as follows when the purpose of visiting the store is deposit, withdrawal, transfer and tax payment. “Guide” indicates that the purpose of visiting the store is “not to be guided to the electronic bookkeeping machine” in the case of various notifications and loans.

  The receipt number numbering data 15b shown in FIG. 4 (b) includes a final numbered receipt number, which is the last numbered receipt number associated with the numbering band of the receipt number, and a corresponding window number as record items. Data. The reception number numbering data 15b in FIG. 4 (b) is that the numbering band is “High Counter”, the last numbered reception number is “150”, and the corresponding contact number is “1, 2, 3”. This indicates that the numbering zone is “low counter”, the last numbered reception number is “550”, and the corresponding contact number is “4, 5”.

  The reception number data 15c shown in FIG. 4C includes the reception number, the purpose of visiting the store associated with the reception number, the reception date, the reception time, the state of the reception number, and the number of the window where the customer of the reception number is called. This is the data used as the record item. The reception number status information is coded information, "1" has been received, "2" has been called to the corresponding customer, and "9" has been processed by the customer It shows that you are doing.

  In the example of the first record of the receipt number data 15c in FIG. 4C, the customer corresponding to the number tag with the receipt number “150” is “transfer” for the purpose of visiting the store, and the date and time of receipt is “2014/4 / “11:30” in “15” indicates that the status is “2”, the call has been called to the window, and the window number of the called window is “2”. Further, in the example of the second record of the receipt number data 15c in FIG. 4C, the customer corresponding to the number tag having the receipt number “550” has the purpose of visiting the store as “loan” and the received date and time is “2014 / “11:35” of “4/15” indicates that the state is “1” and the store has been received.

  Next, the internal configuration of the electronic bookkeeping machine 30 according to the first embodiment shown in FIG. 2 will be described. FIG. 5 is a block diagram illustrating an internal configuration of the electronic bookkeeping machine 30 according to the first embodiment. As shown in the figure, this electronic bookkeeping machine 30 is composed of a QR code reader 34 that reads a QR code (registered trademark) of account information displayed on a portable terminal or the like, a receipt printer 35 that issues a number tag, and a receiving machine 10. A bar code reader 36 that reads the bar code of the issued number tag and a card reader 37 that reads information of a card such as a cash card can be connected. However, either the receipt printer 35 or the barcode reader 36 is selectively connected. Specifically, when the accepting machine 10 does not issue a number tag when guiding the customer to the electronic bookkeeping machine 30, a receipt printer 35 for issuing the number tag is connected. Further, even when the accepting machine 10 guides the customer to the electronic bookkeeping machine 30, when issuing a number tag, a bar code reader 36 for reading the accepted number from the number tag is connected.

  The electronic bookkeeping machine 30 includes a display operation unit 31, a communication unit 32, a storage unit 38, and a control unit 39. The display operation unit 31 is a touch panel display or the like, and is an input / output unit that displays input items, displays operation input buttons, and receives operation inputs. The communication unit 32 is an interface unit for data communication with the accepting device 10 and the server 20 via a communication line such as a LAN.

  The storage unit 38 is a storage device composed of a hard disk device, a nonvolatile memory, or the like. The storage unit 38 stores setting parameters 38a, receipt number data 38b, slip determination parameters 38c, slip template data 38d, slip item data 38e, and current day transfer time limit data 38f.

  The setting parameter 38a is setting information relating to processing performed in the electronic bookkeeping machine 30, and reads the reception number from the number tag issued by the receiving machine 10 or assigns the receiving number to the receiving machine 10 from the electronic bookkeeping machine 30. The information of the receipt number acquisition method indicating whether or not to acquire by requesting is stored.

  The receipt number data 38b is information received by the customer with the electronic bookkeeping machine 30 including the receipt number. However, if the reception machine 10 has already received a store visit and a number tag has been issued, the information received by the reception machine 10 obtained from the reception machine 10 by specifying the reception number written on the number tag Is also included.

  The slip determination parameter 38c is data in which the accepted store visit purpose is associated with the slip ID of the slip corresponding to the store visit purpose. The electronic bookkeeping machine 30 specifies the type of slip to be created corresponding to the store visit purpose based on the slip determination parameter 38c.

  The slip template data 38d is data defining information on slip items included in the slip specified by the slip ID. The voucher ID of the voucher to be created is specified based on the voucher determination parameter 38c upon accepting the purpose of visiting the store, and the voucher item to be input is specified based on the voucher ID and the voucher template data 38d.

  The slip item data 38e is input information by the customer for the slip item of the slip corresponding to the specified slip ID. In the electronic bookkeeping machine 30, it is possible to perform input in accordance with the creation of a plurality of slips. In that case, a plurality of records are registered in the slip item data 38e. The day transfer limit time data 38f is data in which the time for accepting a transfer request specified on the day is set at the window, and after the time set here, the window person in charge receives the request for the transfer process specified on the day. Absent.

  The control unit 39 is a control unit that controls the entire electronic bookkeeping machine 30, and includes a reception number data management unit 39a, a slip item data generation unit 39b, a registration data transmission unit 39d, and a number tag issue processing unit 39e. In addition, the slip item data generation unit 39b includes a transfer slip data generation unit 39c. Actually, programs corresponding to these functional units are stored in a ROM or a non-volatile memory (not shown), and these programs are loaded into the CPU and executed to execute processes corresponding to the programs. Become.

  The receipt number data management unit 39a is a processing unit that manages the receipt number data 38b. Specifically, if the reception number acquisition method of the setting parameter 38a is set to read the reception number from the number tag issued by the reception device 10, it has been issued by the reception device 10 by the barcode reader 36. The reception number is read from the barcode on the number tag, the purpose of visiting the reception number for the reception number is obtained from the reception device 10, and registered in the reception number data 38b. In addition, if the reception number acquisition method of the setting parameter 38a is set to acquire the reception number by requesting the numbering to the reception device 10, after the input of the slip item of the slip to be created, By specifying the purpose of visiting the reception machine 10 and requesting the numbering of the reception number, the reception number is assigned, and the reception number assigned to the reception number data 38b is registered.

  The slip item data generation unit 39b is a processing unit that records information and time input by the customer through the electronic bookkeeping machine 30. The slip item data generation unit 39b specifies the slip ID of the slip to be created based on the purpose of visiting the store and the slip determination parameter 38c, receives the input of the slip item specified based on the slip ID and the slip template data 38d, Information on the accepted slip item is registered in the slip item data 38e. For the purpose of visiting the store, if the reception number acquisition method of the setting parameter 38a is set to read the reception number from the number tag issued by the reception device 10, it has been issued by the reception device 10 by the barcode reader 36. The reception number is read from the barcode on the number tag, and the purpose of visiting the reception number corresponding to the reception number already input by the reception device 10 is acquired from the reception device 10. On the other hand, if the reception number acquisition method of the setting parameter 38a is set to acquire the reception number by requesting the reception machine 10 for numbering, the display operation unit 31 displays a screen for entering the store purpose. And the purpose of visiting the store is acquired by accepting customer input on the screen. Further, the slip item data generation unit 39b can reflect information such as a cash card read by the card reader 37 on the slip item data 38e as information on the slip item.

  The slip item data generation unit 39b can create a plurality of slips for one receipt number. As shown in the example of the setting parameter 15a in FIG. 4 (a), the numbering zone of the reception number is the transaction type corresponding to the purpose of visiting the store (payment, withdrawal, transfer, tax payment, various notifications, loan, foreign currency exchange). , Investment consultation, etc.). When a plurality of slips are created and there are a plurality of transaction types, the reception number is assigned in the numbering zone corresponding to the transaction type with the highest priority based on the priority for each transaction type. The numbering zone is divided into several categories depending on the transaction complexity and the like for each transaction type. For example, the investment consultation is the transaction type with the highest priority, and the order of priority is determined in the order of foreign currency exchange, various notifications, loans, transfers, deposits, withdrawals, and tax payments. Note that the priority order of transaction types is not limited to this, and these priority orders can be arbitrarily set by setting.

  Of the processes performed by the slip item data generation unit 39b, the transfer slip data generation unit 39c receives input of the slip slip slip item and registers information related to the slip slip slip item in the slip item data 38e. A processing unit to be implemented.

  The registration data transmission unit 39d transmits the receipt number data 38b and the slip item data 38e registered in the series of processing to the server 20 when the receipt processing of the slip item data is completed.

  The number tag issue processing unit 39e requests the reception device 10 to obtain the reception number by requesting the reception device 10 for numbering in the reception number acquisition method of the setting parameter 38a. The receipt tag 35 is issued with a number tag on which the received receipt number is written.

  Next, the data configuration of the electronic bookkeeping machine 30 according to the first embodiment shown in FIG. 5 will be described. FIG. 6 is an explanatory diagram for explaining a data configuration of the electronic bookkeeping machine 30 according to the first embodiment.

  The setting parameter 38a illustrated in FIG. 6A includes information on the receipt number acquisition method. The reception number acquisition method is coded data, where “1” indicates that the reception number is acquired by reading the barcode on the number tag, and “2” indicates the reception number of the reception device 10. It shows acquiring from the receiving machine 10 by requesting numbering. The example of the setting parameter 38a in FIG. 6A indicates that the reception number acquisition method is “1” and the reception number is acquired by reading the barcode on the number tag.

  The receipt number data 38b shown in FIG. 6B includes the receipt number, the purpose of visiting the store, the date and time of receiving the store, the information on the account of the customer who received the store, and the type of slip to be created. Number of sheets.

  In the example of the reception number data 38b in FIG. 6B, the reception number is “150”, the purpose of visiting the store is “transfer”, the reception date for receiving the store is “2014/4/15”, and the reception time is “11”. : 30 ”, the customer account information corresponding to the cash card read by the card reader 37 includes information on the store number“ 0005 ”, the subject code“ 01 ”, and the account number“ 1234567 ”. This indicates that the number of slips created by type is “0” for the deposit slip, “1” for the withdrawal slip, and “1” for the transfer request form.

  The slip determination parameter 38c shown in FIG. 6C is data in which a store visit purpose is associated with a slip ID indicating the type of slip. In the example of the slip determination parameter 38c in FIG. 6C, the slip ID corresponding to the deposit is “001”, the slip ID corresponding to the withdrawal is “002”, and the purpose of the visit is transfer. The corresponding slip ID is “003”, and the purpose of visiting the store is “004” for the slip ID corresponding to the payment of tax public money.

  The slip template data 38d shown in FIG. 6D is data in which the slip ID indicating the type of slip and the item information of the slip corresponding to the slip ID associated with the slip ID are stored items of the record. The item information of the slip includes information such as an item identification ID for identifying the item for each item included in the slip and a mandatory category indicating whether or not the input of the item is mandatory. In the example of the slip template data 38d in FIG. 6D, for the slip with the slip ID "002", the item with the item identification ID "020" has the mandatory classification "required" and the input is mandatory. The item whose identification ID is “030” indicates that a record indicating that the required category is “required” and an entry is required is included.

  The slip item data 38e shown in FIG. 6E includes a registration date, a reception number, a reception branch number, a slip ID, a registration start time and a registration end time of the item data of the slip corresponding to the slip ID, This is data in which the item identification ID for each slip item corresponding to the slip ID and the input item value are record items. The reception branch number is a number that is automatically assigned when a plurality of slips are created with one reception number, and is a serial number that identifies slips within the same reception number.

  In the example of the slip item data 38e in FIG. 6E, the registration date is “2014/4/15”, the reception number is “150”, and the slip ID associated with the reception branch number “01” is “003”. The registration start time of the item data of the slip corresponding to the slip ID is “11:32”, the registration end time is “11:34”, and the item identification ID is “020” in the input information of the slip item. This indicates that a record indicating that the item value of the slip item for “0005” is “0005” and the item value of the slip item for the item identification ID “030” is “01” is included.

  The current day transfer time limit data 38f shown in FIG. 6F is a setting value of the current day transfer time limit. In the example of the current day transfer time limit data 38f in FIG. 6F, the current day transfer time limit data is “14:30”. ”, Indicating that the counter does not accept a transfer request specified on the day after 14:30.

  Next, an internal configuration of the server 20 according to the first embodiment illustrated in FIG. 2 will be described. FIG. 7 is a block diagram illustrating an internal configuration of the server 20 according to the first embodiment. As shown in the figure, the server 20 is connected to an input unit 21 and a display unit 22. The input unit 21 is a keyboard, a mouse, or the like, and the display unit 22 is a display device such as a liquid crystal panel.

  The server 20 includes a communication unit 23, a storage unit 24, and a control unit 25. The communication unit 23 is an interface unit for performing data communication with the accepting device 10, the electronic bookkeeping device 30, the window terminal 40, and the printer 95 via a communication line such as a LAN.

  The storage unit 24 is a storage device including a hard disk device, a nonvolatile memory, and the like. The storage unit 24 stores receipt number data 24a, slip item data 24b, and transaction confirmation record data 24c.

  The receipt number data 24a is data obtained by adding information indicating the status of the accepted receipt number data 38b to the record registered by accepting the receipt number data 38b from the electronic bookkeeping machine 30. The information included in the receipt number data 24a can be updated at the window terminal 40. If the information related to the update is accepted, the update result is reflected in the receipt number data 24a.

  The slip item data 24b is data obtained by adding information indicating the state of the accepted slip item data 38e to the record registered by receiving the slip item data 38e from the electronic bookkeeping machine 30. The slip item data 24b can be added, updated, and deleted by the window terminal 40, and the result of addition, update, and deletion is reflected in the slip item data 24b. The transaction confirmation record data 24c is data that is registered upon receipt of the transaction confirmation record data 43f from the window terminal 40.

  The control unit 25 is a control unit that controls the entire server 20, and includes an acceptance number data management unit 25a, a slip item data management unit 25b, a transaction confirmation record management unit 25c, and a call interlocking processing unit 25d. Actually, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and these programs are loaded into the CPU and executed, thereby executing the corresponding processes.

  The receipt number data management unit 25a accepts the receipt number data 38b from the electronic bookkeeping machine 30, and registers it as the “accepted” state in the receipt number data 24a. In addition, when the reception number data management unit 25a receives the update information of the reception number data 24a from the window terminal 40, the reception number data management unit 25a reflects the update information in the reception number data 24a.

  The slip item data management unit 25b receives the slip item data 38e from the electronic bookkeeping machine 30, adds information indicating an unprocessed state, etc., and registers it in the slip item data 24b. When the slip item data management unit 25b receives information on addition, update, and deletion of the slip item data 24b from the window terminal 40, the slip item data management unit 25b reflects the information on addition, update, and deletion in the slip item data 24b. . The slip item data 24b includes information indicating whether or not the corresponding slip has been printed. The slip item data 24b receives a notification from the window terminal 40 that the slip has been printed, and updates the printed slip.

  The transaction confirmation record management unit 25c receives information related to the transaction confirmation record from the window terminal 40 and registers it in the transaction confirmation record data 24c.

  The call link processing unit 25d, based on the call notification including the reception number and the call window information from the reception device 10, records information extracted from the reception number data 24a corresponding to the reception number included in the call notification, Then, the record information extracted from the slip item data 24b corresponding to the receipt number is transmitted to the window terminal 40 corresponding to the call window information included in the call notification.

  In addition, when the call link processing unit 25d transmits these data to the window terminal 40, the call window corresponding to the call window included in the call notification from the reception device 10 is added to the call window number of the reception number data 24a. Change the status of the record in which the number is registered to a status that indicates "end of processing". In addition, the call interlocking processing unit 25d changes the state of the record corresponding to the call reception number included in the call notification from the reception device 10 of the reception number data 24a to a state indicating “Called”, and calls the record. Register the contact number of the callee in the contact number.

  Next, the data configuration of the server 20 according to the first embodiment illustrated in FIG. 7 will be described. FIG. 8 is an explanatory diagram for explaining the data configuration of the server 20 according to the first embodiment.

  The reception number data 24a shown in FIG. 8A includes a reception number, a purpose of visiting the store, a reception date and time when the store is received, a customer status corresponding to the reception number, and a number of the called window. The data includes customer account information and the number of slips to be created for each type of record. The state is coded data, and “1” has been received, “2” has been called, and “9” has ended processing. Account information includes information such as store number, subject, and account number.

  In the example of the reception number data 24a in FIG. 8A, the customer whose reception number is “150” has the purpose of visiting the store as “transfer”, the reception date for receiving the store is “2014/4/15”, and the reception time Is “11:30”, the state is “2”, the call has been completed, the call window number is “1”, the store number is “0005” in the account information of the customer who has accepted the store visit, and the subject is “01” ”, The account number is“ 1234567 ”, the number of slips to be created is“ 0 ”, the withdrawal slip is“ 1 ”, and the transfer request form is This indicates that a record indicating “1” is included. Further, in the example of the reception number data 24a, the customer with the reception number “550” has the purpose of visiting the store as “loan”, the reception date for receiving the store is “2014/4/15”, and the reception time is “11: 35 ”, the status is“ 1 ”, the receipt has been received, and the number of slips to be created is“ 0 ”, the withdrawal slip is“ 0 ”, and the transfer request is“ 0 ”. "Indicates that the record is included.

  The slip item data 24b shown in FIG. 8B includes a slip ID associated with a registration date, a reception number, and a reception branch number, and a registration start time and registration of the item data of the slip corresponding to the slip ID in the electronic bookkeeping machine 30. This is data in which the end time, state, print flag, item identification ID for each slip item corresponding to the slip ID, and the input item value are record items. The status is coded information, “0” is unprocessed, “1” is called, “2” is pending, “8” is deleted, and “9” is processed Indicates. The print flag is coded information, and “0” indicates that the slip corresponding to the record is not printed and “1” is printed. In the slip item data 24b shown in FIG. 8, "8" indicating deletion may be set in the state. That is, when the information related to the slip corresponding to the record is canceled, “8” is set in the state. However, the present invention is not limited to this, and a record may be deleted when it is canceled.

  In the example of the slip item data 24b in FIG. 8B, the registration date is “2014/4/15”, the reception number is “150”, and the slip ID associated with the reception branch number “01” is “003”. Thus, the registration start time of the item data of the slip corresponding to the slip ID in the electronic bookkeeping machine 30 is “11:32”, the registration end time is “11:34”, and the state is “1” and the call has been completed. , The print flag is “1”, the item has been printed, the item value of the slip item for the item identification ID “020” in the input information of the slip item is “0005”, and the item of the slip item for the item identification ID “030” This indicates that a record indicating that the value is “01” is included.

  The transaction confirmation record data 24c shown in FIG. 8 (c) is data whose record items include a registration date, a receipt number, transaction confirmation record information associated with the receipt branch number, image data of the identity confirmation document, and the like. It is. The transaction confirmation record information includes the name of the customer, the occupation, the purpose of the transaction, and the name of the identification document.

  In the example of transaction confirmation record data 24c in FIG. 8C, the registration date is “2014/4/15”, the reception number is “160”, the reception branch number is “01”, and the customer name is “ This indicates that the record includes “Ichiro Tanaka”, the occupation is “company employee”, the purpose of the transaction is “repayment of loan”, and the identification document is “driver's license”.

  Next, the internal configuration of the window terminal 40 according to the first embodiment shown in FIG. 2 will be described. FIG. 9 is a block diagram illustrating an internal configuration of the window terminal 40 according to the first embodiment. As shown in the figure, the window terminal 40 includes a display operation unit 41, a communication unit 42, a storage unit 43, a control unit 44, and a multi-card scanner 45. The display operation unit 41 is a touch panel display or the like, and is an input / output unit that displays input items, displays operation input buttons, and accepts input operations. The communication unit 42 is an interface unit for performing data communication with the server 20 via a communication line such as a LAN. The multi-card scanner 45 is an input unit that acquires a card image of a card-type identity verification document such as a license or insurance card.

  The storage unit 43 is a storage device composed of a hard disk device, a nonvolatile memory, or the like. The storage unit 43 stores reception number list data 43a, reception number data 43b, slip determination parameter 43c, slip template data 43d, slip item data 43e, transaction confirmation recording data 43f, and same day transfer limit time data 43g. .

  The reception number list data 43a is data acquired from the server 20 during display processing of an uncalled list or processed list, and is list information related to an unreceived reception number or list information related to a processed reception number.

  The receipt number data 43b is data in the same format as the receipt number data 38b of the electronic bookkeeping machine 30, and the receipt number data 24a corresponding to the called customer acquired from the server 20 when the customer is called at the window. It is data that stores records. In addition to the customer call, when an operation for inquiring registered slip contents for any receipt number is accepted from an uncalled list or a processed list, it corresponds to the receipt number designated by the server 20 The record of the receipt number data 24a to be acquired is acquired and stored as the receipt number data 43b.

  The slip determination parameter 43c is the same as the slip determination parameter 38c of the electronic bookkeeping machine 30. The slip template data 43d is the same as the slip template data 38d of the electronic bookkeeping machine 30.

  The slip item data 43e is data in the same format as the slip item data 38e of the electronic bookkeeping machine 30, and the slip item data 24b corresponding to the called customer acquired from the server 20 when the customer is called to the window. It is data that stores records. In addition to the customer call, when an operation for inquiring registered slip contents for any receipt number is accepted from an uncalled list or a processed list, it corresponds to the receipt number designated by the server 20 The record of the slip item data 24b to be acquired is acquired and stored as the slip item data 43e.

  The transaction confirmation record data 43f is data in which the transaction confirmation received at the window terminal 40 is recorded. The same day transfer time limit data 43g is the same data as the current day transfer limit time data 38f of the electronic bookkeeping machine 30, and is the data in which the time for accepting a transfer request specified on the day is set at the window.

  The control unit 44 is a control unit that controls the entire counter terminal 40, and includes a reception number list display unit 44a, a slip item data update unit 44b, an update data transmission unit 44d, a print processing unit 44e, and a transaction confirmation record management unit 44f. Have The slip item data update unit 44b includes a transfer slip data update unit 44c. Actually, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and these programs are loaded into the CPU and executed, thereby executing the corresponding processes.

  The reception number list display unit 44a receives an instruction to display an uncalled list or a processed list, and displays the uncalled list or the processed list on the display operation unit 41.

  The slip item data update unit 44b stores, as the slip item data 43e, the record of the slip item data 24b corresponding to the called customer acquired from the server 20 when the customer is called to the window, and the contents of the slip item data 43e. Is displayed on the screen. The slip item data update unit 44b receives an input of a change to the content of the slip item data 43e displayed on the screen, and reflects the received change content in the slip item data 43e. Further, the slip item data update unit 44b can cancel the information registered in the slip item data 43e in units of slips. In addition, the slip item data update unit 44b can add information related to the slip to the slip item data 43e.

  Among the processes performed by the slip item data update unit 44b, the transfer slip data update unit 44c performs processing related to the record of the slip item data 43e whose slip type is a transfer slip. The transfer slip data update unit 44c performs the transfer process based on the transfer start registration time in the electronic bookkeeping machine 30, the processing start time related to the transfer slip in the window terminal 40, and the day transfer limit time according to the first embodiment. The alerting process related to the day's transfer limit time is performed.

  The update data transmission unit 44d transmits to the server 20 the update contents of the receipt number data 43b, the slip item data 43e, and the transaction confirmation record data 43f that are performed after calling the customer to the window. The print processing unit 44e outputs a slip and a transaction confirmation record from the printer 95 based on the slip item data 43e and the transaction confirmation record data 43f.

  The transaction time confirmation record management unit 44f determines whether or not transaction time confirmation is necessary based on the slip item data 43e updated by the slip item data update unit 44b, and it is determined that transaction time confirmation is necessary. In this case, a screen for inputting necessary items described in the transaction confirmation record is displayed, the customer input is accepted, and the accepted content is registered in the transaction confirmation record data 43f.

  Next, the data configuration of the window terminal 40 according to the first embodiment illustrated in FIG. 9 will be described with reference to FIG.

  The reception number list data 43a shown in FIG. 10A includes a reception number, a customer name, a customer's purpose of visiting the store, the number of slips created by the electronic bookkeeping machine 30, a state, a person in charge of a teller, and a person in charge. It is data to be held items. The state is coded data, and “1” has been received, “2” has been called, and “9” has ended processing.

  In the example of the receipt number list data 43a in FIG. 10A, the receipt number is “145”, the customer name is “Taro Suzuki”, the purpose of the visit is “tax public money”, and the slip created by the electronic bookkeeping machine 30 is The number of copies is “2”, the status is “2”, the call has been made, the teller's person-in-charge ID is “110”, and the person-in-charge name is “Yamada Hanako” is included. Represents. In addition, the receipt number is “549”, the purpose of visiting the store is “Various notifications”, the number of slips created by the electronic bookkeeping machine 30 is “0”, the status is “9”, and the processing is completed. This indicates that a record indicating that the person ID is “205” and the person in charge is “Yuko Tanaka” is included.

  The reception number data 43b shown in FIG. 10B includes the reception number, the purpose of the store visit, the reception date and reception time when the store is received, the calling time when the store is called, and the account information of the customer who receives the store. And the number of sheets for each type of slip to be created.

  In the example of the reception number data 43b in FIG. 10B, the reception number is “150”, the purpose of visiting the store is “transfer”, the reception date of receiving the store is “2014/4/15”, and the reception time is “ 11:30 ”, the time when the call was made to the counter was“ 11:45:00 ”, the account number of the customer account that received the store was“ 0005 ”, the subject code was“ 01 ”, and the account number Is “1234567”, the number of slips to be created is “0”, the withdrawal slip is “1”, and the transfer slip is “1”. Is shown.

  The transaction confirmation record data 43f shown in FIG. 10C includes a reception number, a reception branch number, a registration date and registration time when the transaction confirmation record data 43f is registered, transaction confirmation record information, and identity verification. Including document image data. The transaction confirmation record information includes the name of the customer, the occupation, the purpose of the transaction, and the name of the identification document.

  In the example of transaction confirmation record data 43f in FIG. 10C, the reception number is “160”, the reception branch number is “01”, and the registration date when the transaction confirmation record data 43f is registered is “2014/4”. / 15 ”, the registration time is“ 12:30 ”, the customer's name is“ Tanaka Ichiro ”, the occupation is“ company employee ”, the purpose of the transaction is“ repay loan ”, and the identification document is“ driver's license ” It shows that it is a proof.

  Next, screen transitions associated with screen configuration and operations related to registration of slip slip item information of the transfer slip in the electronic bookkeeping machine 30 shown in FIG. 2 will be described with reference to FIG.

  The screen shown in FIG. 11A is a screen for a customer to input a store visit purpose with the electronic bookkeeping machine 30. When the “transfer” button indicating that the purpose of visiting the store is to be transferred is operated on the screen of FIG. 11A, a screen for inputting slip item information of the transfer slip is developed in order.

  If the current day transfer limit time set in the current day transfer limit time data 38f has already passed at the timing when the “transfer” button is operated on the screen of FIG. 11A, the screen of FIG. Transition to. In the screen of FIG. 11 (b), a message indicating that the transfer date is the next business day is displayed because the transfer time limit has already passed, and the customer's response to the transfer date being the next business day is displayed. It is a screen that can accept the intention. At the bottom of the screen in FIG. 11 (b), a “Yes” button for inputting that the transfer date will be the next business day and that the transfer date will not be the next business day are displayed. A “No” button for input is arranged.

  When the operation of the “No” button is accepted on the screen of FIG. 11B, the screen returns to the screen of FIG. In addition, when the operation of the “Yes” button is accepted on the screen of 11 (b), the screen transitions to the screen of FIG. 11 (c).

  The screen of FIG. 11 (c) is a screen for accepting designation of a transfer method, and a “cash transfer” button indicating that the transfer is made with cash brought in by the customer, and the transfer amount and fee from the customer's account. And a “transfer from deposit account” button indicating that the transfer is made by debiting. When the “transfer by cash” button or the “transfer from deposit account” button is operated on the screen of FIG. 11C, the screen corresponding to the selected transfer method is developed in order, and the transfer slip is displayed on each screen. The customer's input operation for the slip item is accepted. The screen shown in FIG. 11D is a screen for inputting the transfer amount. On the left side of the screen, there is a transfer amount column for displaying the received transfer amount and a numeric keypad for inputting the transfer amount. Be placed. In addition, on the right side of the screen in FIG. 11D, slip item information of the transfer slip input until the screen is displayed is displayed.

  When the input of the transfer amount is completed on the screen of FIG. 11D, the screen transitions to the screen shown in FIG. The screen shown in FIG. 11 (e) is a screen for confirming the input content for the slip item of the transfer slip accepted so far, and the input content for the slip item of the transfer slip is displayed. Further, the scheduled transfer date is also displayed in the upper right part of the screen of FIG. In the example shown in FIG. 11, since the customer's consent operation that the transfer date becomes the next business day in FIG. 11B is accepted, the scheduled transfer date is the next business day “April 16, 2014 Is displayed.

  In addition, at the bottom of the screen of FIG. 11 (e), a “correction” button for inputting an intention to correct the displayed content and an indication that the displayed content is correct are input. A “confirm” button is arranged for this purpose. When the operation of the “correction” button is accepted on the screen of FIG. 11E, the screen returns to the screen for inputting the slip item of the transfer slip. In addition, when the operation of the “confirm” button is accepted on the screen of FIG. 11E, the input acceptance process of the slip item information of the transfer slip ends, and the slip item information of the accepted transfer slip is registered in the slip item data 24b. Then, the registration process of the slip item information related to the transfer slip ends.

  Next, the screen configuration used when confirming the slip item information of the transfer slip registered in the electronic bookkeeping machine 30 at the window terminal 40 shown in FIG. 2 will be described with reference to FIG. FIG. 12 shows a case where the customer who registered the slip item information of the transfer slip in the electronic bookkeeping machine 30 is called to the counter, the slip item information of the transfer slip registered by the customer is displayed on the display operation unit of the counter terminal 40. 4 is a display example of a screen when displayed on the screen 41. FIG. FIG. 12 shows an example of a screen when the slip item information of the transfer slip confirmed in the screen example of FIG.

  In the display example of the slip item information of the transfer slip in FIG. 12, “2014/4/16” whose request date is the next business day is displayed, and “2014/4/16” is highlighted in yellow. It is displayed. If the requested date is the next business day, the background of the requested date is highlighted in red or yellow. In this way, the request date is highlighted and displayed so that the contact person is aware that the transfer date is the next business day, and the customer confirms that the transfer is the next business day. By doing so, it is possible to thoroughly confirm the customer's intention and avoid unnecessary troubles between the customer and the financial institution. In addition, when the request date is the same day, the request date is not highlighted and the background color is displayed in white like other items, and no special attention is given.

  Yellow or red is used as the background color to emphasize the requested date, but we will explain how yellow and red are used properly. When the customer starts registration of the slip item information on the electronic voucher 30 using the electronic bookkeeping machine 30, if the transfer time limit for that day has already passed and the customer's consent that the next business day will be transferred, The next business day is displayed with a yellow background color in the request date column. In this way, by displaying the request date in yellow, the person in charge at the counter can be made aware that the transfer date is the next business day, and the customer can confirm again that the transfer is on the next business day. .

  Also, when the customer started registering the slip item of the transfer slip on the electronic bookkeeping machine 30, the current day transfer time limit was not yet passed, but the current day transfer time limit passed when called to the counter. Displays the next business day with the background color of the request date column being red with a higher emphasis level than yellow. The use of red in this way is still at the start of operation on the electronic bookkeeping machine 30 compared to the case where the customer's consent is obtained for the transfer of the next business day. Since the transfer time limit on that day has not passed, the customer has not yet confirmed that it will be the next business day's transfer, and the importance of confirming that the customer is transferring the next business day is important. It is for showing that it is higher.

  Next, a processing procedure of a series of processes related to registration of the slip item information of the transfer slip in the electronic bookkeeping machine 30 shown in FIG. 2 will be described with reference to the flowchart shown in FIG.

  When receiving the operation of the “transfer” button on the input screen for the purpose of visiting the store shown in FIG. 11A, the transfer slip data generating unit 39c acquires and acquires the time when the operation of the “transfer” button is received. The registered time is stored as the registration start time of the slip item information of the transfer slip (step S101).

  When the registration start time has passed the current day transfer time limit registered in the current day transfer time limit data 38f (step S102; Yes), the transfer slip data generation unit 39c, as shown in FIG. A screen for confirming to the customer that the transfer process will be the next business day is displayed (step S103). In the screen displayed in step S103, when the operation of the “Yes” button indicating that the transfer process is accepted on the next business day is accepted (step S104; Yes), the transfer slip data generation unit 39c Screens for receiving input of slip slip slip items are sequentially displayed, and slip item input is accepted (step S105). When the registration start time acquired in step S101 has not passed the current day transfer limit time (step S102; No), the processing of step S103 and step S104 is skipped and the process proceeds to step S105.

  In step S105, when the input of the slip item of all the transfer slips is completed, the transfer slip data generation unit 39c confirms the input contents of the slip item of the accepted transfer slip as shown in FIG. To display a screen for accepting the customer (step S106).

  When the operation of the “confirm” button indicating that the displayed content has been confirmed is accepted on the screen displayed in step S106 (step S107; Yes), the transfer slip data generation unit 39c accepts it in step S105 or the like. The slip item data 38e is generated based on the customer operation, the generated slip item data 38e is transmitted to the server 20 (step S108), a number tag is issued (step S109), and the process is terminated. However, if the setting parameter 38a is set to read the receipt number from the number tag issued by the accepting device 10, the electronic bookkeeping machine 30 does not issue the number tag.

  When the operation of the “correction” button indicating that the displayed content is to be corrected is received on the screen displayed in step S106 (step S107; No), the process returns to step S105. In addition, when an operation of a “No” button indicating that the transfer process is not the next business day is accepted on the screen displayed in step S103 (step S104; No), the process ends.

  Next, a processing procedure of a series of confirmation processes related to the slip item information of the transfer slip registered in the electronic bookkeeping machine 30 performed in the window terminal 40 shown in FIG. 2 will be described using the flowchart shown in FIG.

  The transfer slip data update unit 44c acquires the slip item information of the transfer slip registered by the called customer using the electronic bookkeeping machine 30 from the server 20 and stores it in the slip item data 43e (step S201). If the current time has not passed the current day transfer limit time (step S202; No), the transfer slip data update unit 44c determines that the transfer date is the current day and the background color when displaying the transfer date is white ( Step S203).

  If the current time has passed the current day transfer limit time (step S202; Yes) and the registration start time of the slip item information of the transfer slip in the electronic bookkeeping machine 30 has passed the current day transfer limit time (step S204). Yes), the transfer slip data update unit 44c determines that the transfer date is the next business day and that the background color when displaying the transfer date is yellow (step S205). If the current time has passed the current day transfer limit time (step S202; Yes), but the registration start time of the slip item information of the transfer slip in the electronic bookkeeping machine 30 has not passed the current day transfer limit time ( In step S204; No), the transfer slip data update unit 44c determines that the transfer date is the next business day and that the background color when displaying the transfer date is red (step S206). The registration start time when the registration of the slip item information of the transfer slip is started by the electronic bookkeeping machine 30 is information included in the slip item data 43e.

  The transfer slip data update unit 44c displays a screen for confirming the slip item information of the transfer slip as shown in FIG. 12 (step S207). At this time, the transfer date is displayed based on the transfer date determined in step S203, step S205, or step S206 and the display background color of the transfer date.

  When the operation of the “print” button indicating that the slip is to be printed with the content displayed on the screen displayed in step S207 is received (step S208; printing), the print processing unit 44e displays the slip at that time. A transfer slip in which slip item information registered in the item data 43e is described is printed (step S209). Further, the transfer slip data updating unit 44c updates the information on the state of the slip item data 43e to “9” indicating that the processing has been completed and “1” indicating that the printing flag has been printed (step S210). . Further, the update data transmission unit 44d transmits the updated slip item data 43e to the server 20 (step S211), and ends the process.

  When the operation of the “correction” button indicating that the content displayed on the screen displayed in step S207 is corrected is received (step S208; correction), the correction screen is displayed and displayed. The slip item data 43e is corrected based on the input operation on the screen (step S212), and the process returns to step S207.

  When the operation of the “cancel” button indicating cancellation of the transfer request for the content displayed on the screen displayed in step S207 is received (step S208; cancel), the transfer slip data update unit 44c receives the slip item. The information on the state of the data 43e is updated to “8” indicating that it has been canceled and deleted (step S213), and the process proceeds to step S211.

  As described above, in the first embodiment, when the registration start time of the slip item information of the transfer slip exceeds the transfer limit time on the day, the electronic bookkeeping machine 30 indicates that the transfer date becomes the next business day. A message is displayed so that the customer can confirm the transfer date. If the registration start time of the transfer slip in the electronic bookkeeping machine 30 has passed the transfer limit time on that day, the transfer date is the next business day. In addition to displaying the date, the transfer date displayed on the display unit of the window terminal 40 is highlighted to call attention to confirm the transfer date, and the registration start time of the transfer slip in the electronic bookkeeping machine 30 is If the day transfer limit time has not passed, but the counter reception time at the counter terminal 40 has passed the day transfer limit time, a message indicating that the transfer date will be the next business day is displayed and the transfer is made at a higher emphasis level. Day By doing so, the transfer date is configured to be more strongly alerted, so if the financial institution has a transfer time limit for receiving the transfer specified on the day at the counter, the specified transfer date must be corrected at the counter. It is possible to suppress the occurrence of a situation that must be done, thereby reducing the burden on the contact person and improving the convenience for the customer.

  In the first embodiment, the electronic bookkeeping machine 30 informs the customer that the transfer process will be the next business day when the registration start time of the slip item information of the transfer slip has already passed the current day transfer limit time, At the window terminal 40, it is determined whether or not the day transfer limit time has passed when the window is received. If the day transfer limit time has passed, the window person in charge can recognize that the transfer process will be the next business day. In order to prevent leaks in the confirmation to the customer. However, even if the registration start time of the slip item information of the transfer slip in the electronic bookkeeping machine 30 has not passed the current day transfer time limit, the current day transfer time limit may have passed when the customer is called to the counter. In such a case, the customer is informed that the transfer process will be the next business day for the first time at the time when the customer is called to the counter. Depending on the customer, it may be necessary to process the transfer on the day, and even if it is reported that it cannot be processed on the day after waiting in such a case, it may not be possible to deal with it. Cause trouble. Therefore, in the second embodiment, even if the registration start time of the transfer slip in the electronic bookkeeping machine 30 does not pass the transfer limit time on the day, information related to the transfer limit time can be appropriately provided to the customer according to the congestion situation or the like. An embodiment will be described.

  First, in addition to the same day transfer restriction time described in the first embodiment, an outline of processing related to the same day transfer attention time added in the second embodiment will be described with reference to FIG. If the registration start time of the slip item information of the transfer slip in the electronic bookkeeping machine 130 according to the second embodiment has not passed the current day transfer limit time, but this registration start time does not have much time until the current day transfer limit time, When it is called, there is a possibility that the transfer time limit will be over on the day. For this reason, when there is a possibility that the transfer limit time on the day will be over when called to the counter, it is more convenient for the customer to inform the customer of the information to that effect.

  However, the time required for registering the slip item information of the transfer slip in the electronic bookkeeping machine 130 varies from person to person. In addition, there is a large difference in the time required to be called to the counter depending on the congestion situation of the branch. Therefore, based on the distribution of the time required for the customer to register the slip item information of the transfer slip on the electronic bookkeeping machine 130 and the distribution of the waiting time for the waiting number at that time, the majority of customers in the congestion situation of the sales office at that time Therefore, the time required from the start of registration of the slip item information to the call to the window is calculated. Then, the time calculated in this way is subtracted from the transfer limit time on the day, and the transfer attention time on the day. That is, the day transfer attention time is a time calculated according to the congestion situation of the sales office.

  As shown in FIG. 15, when the current day transfer restriction time is set to “14:30”, for example, the current day transfer attention time is calculated based on the estimated time required for registering the slip item information of the transfer slip and the business at that time. This is the time when the total time with the assumed waiting time calculated according to the congestion situation of the store is advanced from the transfer limit time on the day. When the electronic bookkeeping machine 130 receives an operation for starting the registration of a transfer slip, the electronic bookkeeping machine 130 provides appropriate information to the customer based on the registration start time and the day transfer attention time calculated at that time.

  The information provided to the customer will be specifically described. When the registration start time at which the registration start operation for the slip item information of the transfer slip is accepted is before the day transfer attention time calculated at that time, the electronic bookkeeping machine 130 is called to the counter. Since there is a low possibility that the transfer time limit on the day has passed, a message indicating that there is a possibility of a transfer on the next business day is not displayed. In addition, even if the registration start time has not passed the current day transfer limit time, if the current day transfer attention time calculated at that time has passed, the counter will be called the day transfer limit time. Inform the customer that there is a possibility of a next business day transfer in time. In addition, if the time when the operation for starting the registration of the slip item information of the transfer slip has already passed the current day transfer limit time, it is confirmed that the transfer will be made on the next business day as in the first embodiment. Display the screen.

  Next, the screen configuration of the screen displayed at the start of registration of the slip item information of the transfer slip in the electronic bookkeeping machine 130 according to the second embodiment and the screen transition accompanying the operation will be described with reference to FIG.

  A screen 5 in the figure is the same as the screen shown in FIG. 11A of the first embodiment, and is a screen for a customer to input a store visit purpose using the electronic bookkeeping machine 130. If the “transfer” button is operated on the screen 5 in the figure, the electronic bookkeeping device 130 calculates the same day transfer caution time described in FIG. 15 and the registration start time when the “transfer” button is operated. Then, the process proceeds based on the calculated day transfer attention time and the day transfer limit time set in the day transfer limit time data 38f.

  Specifically, a comparison process (S3) between the registration start time, the current day transfer attention time and the current day transfer limit time is performed, and a screen is displayed according to the result of the comparison process (S3). In this comparison process (S3), if the registration start time has not passed the current day transfer limit time and the calculated current day transfer attention time has passed, as shown in the screen 6 in the figure, the current day transfer limit After the time (for example, 14:30), since the day transfer is not accepted at the window, the remaining time until the day transfer limit time is displayed together with a message indicating that the next business day will be transferred. At the bottom of the screen 6, a “Yes” button for inputting that the displayed message is accepted and a “No” button for inputting that the displayed message is not accepted are arranged. Is done.

  When an operation of a “No” button is accepted on the screen 6 in the figure, the screen 5 is restored. On the screen 6, when an operation of a “Yes” button is accepted, the screen transitions to the screen 8. If the “Yes” button is operated, it will be processed as a current day transfer if the deadline is met by the time called at the counter, and the next business day if it is not in time for that day. Will be processed as a transfer.

  Further, in the comparison process (S3), when the registration start time has passed the day transfer limit time, the same screen 7 as in the case of the first embodiment is developed. In this screen 7, when the operation of the “No” button is accepted, the screen 5 is restored. On the screen 7, when the operation of the “Yes” button is accepted, the screen transitions to the screen 8.

  Further, in the comparison process (S3), when the registration start time is before the calculated day transfer attention time, the screen transitions to the screen 8 without displaying the information related to the day transfer limit time. A screen 8 is a screen corresponding to the screen of FIG. 11C of the first embodiment, and is a screen for accepting designation of a transfer method.

  In the second embodiment, in this way, even when the registration start time of the slip item information of the transfer slip is not past the current day transfer restriction time in the electronic bookkeeping machine 130, the same day transfer attention calculated according to the congestion situation If the time has passed, a message indicating that there is a possibility that the day's transfer may not be accepted is displayed at the counter, so that the customer will be informed that the specified transfer will not be accepted until the customer is called to the counter. Cases will be greatly reduced, important information can be provided to customers at an early stage, and unnecessary troubles between customers and financial institutions can be avoided.

  Next, an internal configuration of the electronic bookkeeping machine 130 according to the second embodiment will be described with reference to a block diagram showing a functional internal configuration shown in FIG. In the block diagram of the electronic bookkeeping machine 130 shown in FIG. 17, the same components as those in the electronic bookkeeping machine 30 of the first embodiment are given the same reference numerals as those in the block diagram of the electronic bookkeeping machine 30 shown in FIG. Components different from those of the electronic bookkeeping machine 30 are newly numbered differently from the block diagram of the electronic bookkeeping machine 30 shown in FIG. In the description of the internal configuration of the electronic bookkeeping machine 130, the description of the components given the same reference numerals as those of the electronic bookkeeping machine 30 of the first embodiment is omitted, and the electronic bookkeeping machine 30 of the first embodiment in which the reference numerals are newly assigned is omitted. The different components will be mainly described.

  The components of the electronic bookkeeping machine 130 according to the first embodiment are different from those of the electronic bookkeeping machine 30 according to the first embodiment. The slip item data 138e in the storage unit 38 and the transfer slip data generation unit in the control unit 39 are different. 139c.

  In the slip item data 138e, the current transfer attention time calculated at the start of registration of the slip item information when the slip item information is related to the transfer slip is added to the record item.

  Further, the transfer slip data generation unit 139c has a function of calculating the transfer attention time on the day and registering it in the slip item data 138e. As shown in FIG. 15, the day transfer attention time is calculated by subtracting the estimated time required for registration of the slip item information and the estimated waiting time according to the congestion status from the day transfer limit time. Also, the estimated waiting time according to the congestion situation is calculated based on the number of counters and the number of waiting persons by obtaining the number of counters that accept the transfer slip and the number of waiting persons at the counter from the accepting device 10 or the server 20. .

  Moreover, even if the registration start time of the slip item information of the transfer slip does not exceed the current day transfer limit time, the transfer slip data generation unit 139c does not exceed the calculated current day transfer attention time. As shown in the screen 6 of the above, since the same day transfer will not be accepted at the window after the current day transfer limit time, a function to display the remaining time until the day transfer limit time with a message that the next business day transfer will be added and It has become.

  Next, the data configuration of the electronic bookkeeping machine 130 according to the second embodiment shown in FIG. 17 will be described with reference to FIG. In FIG. 18, the slip item data 138e having a difference from the first embodiment will be described.

  Compared with the possession item of the record of the slip item data 38e of the first embodiment, the possession item of the record of the slip item data 138e is added with information indicating the day transfer attention time calculated at the start of registration of the record. . In the example of the slip item data 138e in FIG. 18, the registration date is “2014/4/15”, the reception number is “150”, the slip ID associated with the reception branch number “01” is “003”, The registration start time of the item data of the slip corresponding to the slip ID is “11:32”, the registration end time is “11:34”, and the day transfer attention time calculated at the start of registration of the record is “14:00”. In the input information of the slip item, the item value of the slip item for the item identification ID “020” is “0005”, and the item value of the slip item for the item identification ID “030” is “01”. Indicates that a record indicating is included.

  Next, the internal configuration of the window terminal 140 according to the second embodiment will be described. FIG. 19 is a block diagram illustrating an internal configuration of the window terminal 140 according to the second embodiment. In the block diagram of the window terminal 140 shown in FIG. 19, the same components as those of the window terminal 40 of the first embodiment are given the same reference numerals as those in the block diagram of the window terminal 40 shown in FIG. Constituent elements different from 40 are newly assigned numbers different from those in the block diagram of the window terminal 40 shown in FIG. In the description of the internal configuration of the window terminal 140, the description of the components given the same reference numerals as those of the window terminals 40 of the first embodiment is omitted, and the elements different from the window terminals 40 of the first embodiment in which the numbers are newly assigned. Will be mainly described.

  Compared with the slip item data 43e of the first embodiment, the slip item data 143e in the storage unit 43 is added with the same day transfer caution time to the record item, similarly to the slip item data 138e of the electronic bookkeeping machine 130 shown in FIG. There is a difference in that. Further, the transfer slip data update unit 144c of the control unit 44 is different from the transfer slip data update unit 44c of the first embodiment. The transfer slip data update unit 144c is additionally provided with a process related to a transfer attention time on the day. Detailed processing contents of the transfer slip data update unit 144c will be described with reference to the flowchart of FIG.

  Next, a processing procedure of a series of processes related to registration of slip item information of a transfer slip in the electronic bookkeeping machine 130 according to the second embodiment will be described with reference to a flowchart shown in FIG.

  When receiving the operation of the “transfer” button on the screen for receiving the purpose of visiting the store shown in the screen 5 of FIG. 16, the transfer slip data generating unit 139c acquires the time when the operation of the “transfer” button is received. The acquired time is stored as the registration start time of the slip item information of the transfer slip (step S301). Further, the transfer slip data generation unit 139c acquires the number of counters accepting the transfer slip and the number of waiting persons at the counter from the accepting device 10 or the server 20, and calculates the transfer attention time on the day based on the number of counters and the number of waiting persons. Calculate (step S302)

  When the registration start time acquired in step S301 has passed the day transfer attention time calculated in step S302 (step S303; Yes), and the registration start time acquired in step S301 has passed the day transfer limit time. (Step S304; Yes), the transfer slip data generation unit 139c displays a screen for confirming to the customer that the transfer process as shown in the screen 7 of FIG. 16 will be the next business day (Step S305). ). Further, when the registration start time acquired in step S301 has not passed the current day transfer limit time (step S304; No), the transfer slip data generation unit 139c performs the transfer process as shown in the screen 6 of FIG. Is displayed on the screen for notifying the customer that there is a possibility that the next business day will be reached (step S306).

  “Yes” indicating that the customer understands the screen display contents by the customer on the screen shown in the screen 7 of FIG. 16 displayed in step S305 or the screen shown in the screen 6 of FIG. 16 displayed in step S306. When the operation of the “” button is accepted (step S307; Yes), the transfer slip data generation unit 139c sequentially displays the screens for accepting the slip item input of the transfer slip and receives the input of the slip item ( Step S308). In step S308, when the input of all slip slip slip items is completed, the transfer slip data generation unit 139c displays a screen for confirming the input contents of the slip slip slip items received, and confirms the customer. An operation is accepted (step S309).

  When the operation of the “confirm” button indicating that the displayed content is confirmed is accepted on the screen displayed in step S309 (step S310; Yes), the transfer slip data generation unit 139c accepts it in step S308 or the like. The slip item data 138e is generated based on the customer operation, the generated slip item data 138e is transmitted to the server 20 (step S311), a number tag is issued (step S312), and the process is terminated. However, if the setting parameter 38a is set to read the receipt number from the number tag issued by the accepting device 10, the electronic note book machine 130 does not issue the number tag.

  When the operation of the “correction” button indicating that the displayed content is to be corrected is received on the screen displayed in step S309 (step S310; No), the process returns to step S308. In addition, in the screen as shown in the screen 7 of FIG. 16 displayed in step S305 or the screen as shown in the screen 6 of FIG. 16 displayed in step S306, it indicates that the content of the screen display by the customer is not understood. If the operation of the “No” button is accepted (step S307; No), the process is terminated. If the registration start time acquired in step S301 has not passed the day transfer attention time calculated in step S302 (step S303; No), the process proceeds to step S308.

  Next, a processing procedure of a series of confirmation processes related to the slip item information of the transfer slip registered in the electronic bookkeeping machine 130 performed in the window terminal 140 according to the second embodiment will be described with reference to the flowchart shown in FIG.

  The transfer slip data update unit 144c acquires the slip item information of the transfer slip registered by the called customer using the electronic bookkeeping machine 130 from the server 20 and stores it in the slip item data 143e (step S401). When the current time has not passed the current day transfer limit time (step S402; No), the transfer slip data update unit 144c determines that the transfer date is the current day and the background color when displaying the transfer date is white (step). S403).

  If the current time has passed the current day transfer limit time (step S402; Yes) and the registration start time of the slip item information of the transfer slip in the electronic bookkeeping machine 130 has passed the current day transfer limit time (step S404). ; Yes), the transfer slip data updating unit 144c determines that the background color when displaying the transfer date is the next business day as yellow (step S405). The current time has passed the current day transfer limit time (step S402; Yes), and the registration start time of the slip item information of the transfer slip in the electronic bookkeeping machine 130 has not passed the current day transfer limit time (step S404; No). ) If the transfer caution time of the day has passed (step S406; Yes), the transfer slip data update unit 144c determines that the transfer date is the next business day and the background color when displaying the transfer date is orange. (Step S407). Also, the current time has passed the current day transfer limit time (step S402; Yes), and the registration start time of the transfer slip in the electronic bookkeeping machine 130 has not passed the current day transfer limit time (step S404; No). If the caution time has not passed (step S406; No), the transfer slip data update unit 144c determines that the transfer color is the next business day and the background color when displaying the transfer date is red (step S408). .

  When the next business day is displayed as the transfer date, there are three types of background colors: yellow, orange, or red. The importance of confirming that the next business day will be transferred to the customer Shows the difference. The case displayed in yellow is the case in which the customer's consent has been obtained that the transfer process will be the next business day in the electronic bookkeeping machine 130, and therefore, the degree of importance is the lowest among these three types. In the case of being displayed in orange, there is a possibility that the time accepted at the window in the electronic bookkeeping machine 130 may exceed the transfer limit time of the day, in which case the customer's consent that the transfer process will be the next business day Because it is a case, it is more important than the case that is displayed in yellow. Further, the case displayed in red is the case where the electronic bookkeeping machine 130 is not notified to the customer at all that the transfer process will be the next business day, and thus is the most important of these three types.

  The transfer slip data update unit 144c displays a screen for confirming the slip item information of the transfer slip (step S409). At this time, the transfer date is displayed based on the transfer date determined in step S403, step S405, step S407 or step S408 and the background color when displaying the transfer date.

  When the operation of the “print” button indicating that the slip is printed with the content displayed on the screen displayed in step S409 is received (step S410; printing), the print processing unit 44e displays the slip at that time. A transfer slip in which slip item information registered in the item data 143e is described is printed (step S411). Further, the transfer slip data update unit 144c updates the information on the state of the slip item data 143e to “9” indicating that the processing has been completed and “1” indicating that the printed flag has been printed (step S412). ). Further, the update data transmission unit 44d transmits the updated slip item data 143e to the server 20 (step S413), and ends the process.

  Further, when an operation of a “correction” button indicating that the content displayed on the screen displayed in step S409 is to be corrected (step S410; correction), a correction screen is displayed and displayed. The slip item data 143e is corrected based on the input operation on the screen (step S414), and the process returns to step S409.

  When the operation of the “cancel” button indicating cancellation of the transfer request for the content displayed in the screen displayed in step S409 is received (step S410; cancellation), the transfer slip data update unit 144c receives the slip item. The information on the state of the data 143e is updated to “8” indicating that it has been canceled and deleted (step S415), and the process proceeds to step S413.

  As described above, in the second embodiment, in addition to that realized in the first embodiment, the day transfer attention time that is assumed to be called before the day transfer limit time is calculated according to the congestion situation of the store. When the registration start time of the slip item information of the transfer slip exceeds the day transfer notice time, the electronic bookkeeping machine 130 displays a message indicating that the transfer date may be the next business day and the customer In the case where the window terminal 140 has received confirmation from the customer that the transfer process will be the next business day in the electronic bookkeeping machine 130 when the window reception time exceeds the day transfer limit time, The case where the confirmation that the transfer process may be the next business day in the electronic bookkeeping machine 130 is obtained from the customer, and the electronic bookkeeping machine 130 is not displaying any indication regarding the possibility that the transfer process will be the next business day Ke Since the transfer date is displayed so that the emphasis level becomes higher in the order of the transfer date, the transfer designated date at the counter is set when there is a transfer limit time for receiving the transfer specified on the day at the counter at the financial institution. In addition to reducing the burden on the person in charge at the counter, the customer convenience is improved by providing appropriate information to the customer at an appropriate timing as compared to the first embodiment. Can be made.

  In the second embodiment described above, the day transfer attention time is calculated by the electronic bookkeeping machine 130. However, the server 20 may calculate the day transfer attention time.

  Further, in the first and second embodiments, the electronic bookkeeping machines 30 and 130 provide information to the customer that the transfer date will be the next business day if the current transfer limit time is not met, and the customer's consent is obtained. However, the present invention is not limited to this. For example, when Internet banking using an automatic machine or a smartphone installed in a store is used, even if the transfer date is the same as or less than the transfer limit time of the day, In addition to the content notified in the second embodiment, the automatic machine installed in the store and the time when the designated transfer can be made on the day are displayed together with the Internet banking, so that the customer who wants the transfer on the day is guided to the automatic machine or the like. It may be. Further, for example, when a warning message about the transfer date being the next business day is displayed on the electronic bookkeeping machines 30 and 130, the warning message is displayed on a staff terminal possessed by a person in charge of dealing with customers in the customer zone. It is also possible to output information for specifying the electronic bookkeeping machines 30 and 130 so that the person in charge who handles the customer can follow.

  Moreover, in Example 1 and Example 2, when the transfer date is the next business day in the counter terminals 40 and 140, the background color of the transfer date is emphasized by using a different background color from the other items. The person in charge is made aware that the transfer date is the next business day and the customer is made to confirm that the transfer date is the next business day. However, the present invention is not limited to this. For example, the customer may be explicitly notified by text or voice that the transfer date is the next business day and that this needs to be confirmed to the customer.

  In the first and second embodiments, the electronic bookkeeping machines 30 and 130 and the window terminals 40 and 140 have been described as having processing units that operate in the respective terminal devices. However, the present invention is not limited to this. Is not to be done. For example, in the electronic bookkeeping machines 30 and 130 and the counter terminals 40 and 140, only reception of display and operation is performed using a Web browser or the like, and the processing units included in the control units of the respective terminal devices described in the embodiments are realized. The processing may be performed by the server 20.

  In the first embodiment and the second embodiment, the accepting machine 10 receives the customer call operation of the teller monitor 91 and outputs the customer information to be called to the number calling device 92 to call the customer at the counter. 10 is notified of information related to the customer called to the server 20, the information related to the customer called from the server 20 is transmitted to the window terminals 40 and 140, and the information related to the customer called to the window terminals 40 and 140 is transmitted. Although displayed, the present invention is not limited to this. For example, a customer call operation is received by the window terminals 40 and 140, a customer call request is transmitted to the accepting device 10, and the accepting device 10 that has received the customer call request outputs information on the customer to be called to the number calling device 92. By doing so, the customer may be called to the window, and the window terminals 40 and 140 may acquire and display information related to the customer called from the server 20.

  In the first and second embodiments, the server 20 is provided separately from the electronic bookkeeping machines 30 and 130 as a system configuration. However, the functions of the server 20 may be realized by the electronic bookkeeping machines 30 and 130. Good. When a plurality of electronic bookkeeping machines 30 and 130 are installed, one of the plurality of electronic bookkeeping machines 30 and 130 serves as a parent machine, and the other serves as a child machine. You may make it have.

  In addition, each configuration illustrated in the above-described first and second embodiments is functionally schematic and does not necessarily need to be physically configured as illustrated. That is, the form of distribution / integration of each device is not limited to that shown in the figure, and all or a part thereof may be functionally or physically distributed / integrated in an arbitrary unit according to various loads or usage conditions. Can be configured.

As described above, customer guidance system Ru engaged in the present invention, in the case of the day of the transfer time limit to accept the designation of the transfer on the day at the window in financial institutions is provided, to be carried out the modification of the transfer specified date in the window It is suitable for suppressing the occurrence of unexpected situations.

DESCRIPTION OF SYMBOLS 10 Reception machine 11, 31, 41 Display operation part 12 Number tag printing part 14, 23, 32, 42 Communication part 15, 24, 38, 43 Storage part 15a, 38a Setting parameter 15b Reception number numbering data 15c, 24a, 38b , 43b Reception number data 16, 25, 39, 44 Control unit 16a Reception processing unit 16b Reception number numbering unit 16c Number tag issuing unit 16d, 25a, 39a Reception number data management unit 20 Server 21 Input unit 22 Display unit 24b, 38e , 43e, 138e, 143e slip item data 24c, 43f transaction confirmation record data 25b slip item data management unit 25c transaction confirmation record management unit 25d call interlock processing unit 30, 130 electronic bookkeeping machine 34 QR code reader 35 receipt printer 36 bar Code reader 37 Card reader 38c, 43c Voucher determination parameters 38d, 43d Voucher template data 38f, 43g Same day transfer limit time data 39b Voucher item data generation unit 39c, 139c Transfer voucher data generation unit 39d Registration data transmission unit 39e Number tag issue processing unit 40, 140 Counter terminal 43a Reception number List data 44a Receipt number list display section 44b Slip item data update section 44c, 144c Transfer slip data update section 44d Update data transmission section 44e Print processing section 44f Transaction confirmation record management section 45 Multi-card scanner 91 Teller monitor 92 Number calling device 95 Printer

Claims (4)

An electronic bookkeeping machine comprising a transmission means for receiving electronic bookkeeping data input by a customer and transmitting the bookkeeping data received;
Storage means for receiving and storing the bookkeeping data transmitted from the electronic bookkeeping machine;
A window terminal that is provided at a window for performing processing based on the book data stored in the storage means, and acquires the book data stored in the memory means;
Control means for determining the date of acceptance of the bookkeeping data based on the time when the bookkeeping data is accepted, and causing the sending means to transmit the determined acceptance date in association with the bookkeeping data ,
The window terminal is
Notify when the reception date associated with the book data stored in the storage means is not the current day
Customer guidance system which is characterized a call. The window terminal is
The customer according to claim 1 , wherein the date of receipt of the bookkeeping data is determined based on the time when the bookkeeping data stored in the storage means is acquired, and a notification is given when the determined date of receipt is not the current day. Guidance system. It further comprises a management device for managing the stay status of the window,
The management device
When receiving a stay status inquiry request for the window, a stay status inquiry means is provided for returning information indicating the stay status of the window to the requester.
The control means includes
Based on the stay status of the counter acquired as a response to the inquiry request for the stay status of the counter transmitted to the management device and the time when the book data was received, the call time for the customer to be called to the counter is estimated. determines the reception date of the bookkeeping data based on the estimated the call out time, wherein the determined reception date to claim 1 or 2, characterized in that transmitted from said transmitting means linked to the bookkeeping data Customer guidance system. The window terminal is
Said storage means to the acceptance date tied to the stored booked data, if not a day, according to claim 1, wherein the notifying information relating to the procedure for processing in the same day The customer guidance system as described in any one.

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