CN109859034A - A kind of bank client service management system and method - Google Patents
A kind of bank client service management system and method Download PDFInfo
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- CN109859034A CN109859034A CN201910097122.XA CN201910097122A CN109859034A CN 109859034 A CN109859034 A CN 109859034A CN 201910097122 A CN201910097122 A CN 201910097122A CN 109859034 A CN109859034 A CN 109859034A
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- loan
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Abstract
The present invention provides a kind of bank client service management system and methods, and wherein system includes client management server and business personnel's terminal, and client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt module.Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank product module, bank loan module and account information module, and method is executed by client management server and business personnel's terminal interaction.The bank client service management system and method can effectively improve bank client manager's service management efficiency, realize that paperless office saves cost and resource.
Description
Technical field
The present invention relates to a kind of Work management system and method, especially a kind of bank client manager's Work management system and
Method.
Background technique
In existing many banks, due to numerous clients and diversified bank product office administration information in addition
Complexity, causing customer manager to work, more many and diverse, efficiency is lower, is unfavorable for management service in client, and in recent years
The increasingly propulsion that national energy conservation and emission reduction requires, the concept of paperless office and implementation are more and more people to accept.For bank
Customer manager facilitates management service client, and further realizes paperless office, improves office efficiency, it is therefore necessary to design
A kind of system and method for bank client service management.
Summary of the invention
The purpose of the present invention is convenient bank clients to handle managing customer, and further realizes paperless office, improves work
Make efficiency.
To solve the above-mentioned problems, the present invention provides a kind of bank client service management systems, including customer account management to take
Business device and business personnel's terminal.
Client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt mould
Block.
Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank's production
Product module, bank loan module and account information module.
Client information management module is used to receive and store client's register information of customer information recording module transmission, client
Register information includes client's essential information and business record, and Subscriber Information Module inquires stored client's register information, if going out
When existing customer name and all identical identification card number, then merge and update identical client's register information, if do not occur customer name and
When identification card number is all identical, then client's register information is directly stored in a manner of new client.
Sales management module is used to receive and store the marketing message of marketing personnel's module transmission, and marketing message includes marketing
Personnel's work number, marketing product, marketing money, marketing product expiration time.Customer information enquiry module is used for customer information pipe
It manages module and sales management module sends inquiry instruction, client information management module and sales management module are according in inquiry instruction
Customer name and identification card number inquire the customer information and sales information that have stored, if inquiring the information of the client, to
Customer information enquiry module feedback query is to all information, if not inquiring the information of the client, inquires mould to customer information
Block feedback query is without information.
All silver of current row are held in client's purchase that customer capital module is used to receive and storage bank product module is sent
Row product, including financing, fixed deposit, current deposit, the product interest rate of noble metal, the classification amount of money and total assets.If not looking into
The assets information of the client is ask, then feedback query is without information.
The client that client's debt module is used to receive and storage bank loan module the is sent all kinds existing in current row
Loan, including housing loan, vehicle loan, the loan interest rate of mortgage loan, loan ceiling, the loan time limit, every amount of monthly repayment, remaining refund
Volume.If not inquiring the credit information of the client, feedback query is without information.
Account information module is used to send inquiry instruction, assets module and visitor to customer capital module and client's debt module
Family debt module is according to the customer name and identification card number inquiry the customer capital information stored and letter of providing a loan in inquiry instruction
Breath, if inquiring the account information of the client, inquires all information to account information module feedback, if not inquiring the visitor
The information at family is then inquired to account information module feedback without information.
The present invention also provides a kind of bank client service managements, by client management server and business personnel's terminal
It executes, wherein client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt mould
Block；Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank product mould
Block, bank loan module and account information module；Specific management method are as follows:
Received by client information management module and stored client's register information of customer information recording module transmission, Ke Hudeng
Note information includes client's essential information and business record, and Subscriber Information Module inquires stored client's register information, if occurring
When customer name and all identical identification card number, then merges and update identical client's register information, if not occurring customer name and body
When part card number is all identical, then client's register information is directly stored in a manner of new client.
The marketing message of marketing personnel's module transmission is received by sales management module and is stored, marketing message includes marketing people
Employee number, marketing product, marketing money, marketing product expiration time.Customer information enquiry module is used for client information management
Module and sales management module send inquiry instruction, and client information management module and sales management module are according in inquiry instruction
Customer name and identification card number inquire the customer information and sales information stored, if inquiring the information of the client, to visitor
Family information inquiry module feedback query is to all information, if not inquiring the information of the client, to customer information enquiry module
Feedback query is without information.
It is received by customer capital module and the client of storage bank product module transmission buys all banks for holding current row
Product, including financing, fixed deposit, current deposit, the product interest rate of noble metal, the classification amount of money and total assets.If not inquiring
To the assets information of the client, then feedback query is without information.
It is received by client's debt module and the client of storage bank loan module transmission borrows in the existing all kinds of current row
Money, including housing loan, vehicle loan, the loan interest rate of mortgage loan, loan ceiling, the loan time limit, every amount of monthly repayment, remaining amount to pay.
If not inquiring the credit information of the client, feedback query is without information.
Assets module and client's debt module are received according to the customer name and body in inquiry instruction by account information module
The customer capital information and credit information that part card number inquiry has stored are believed if inquiring the account information of the client to account
Breath module feedback inquires all information, if not inquiring the information of the client, inquires to account information module feedback without letter
Breath.
The beneficial effects of the present invention are: using in client management server, Subscriber Information Module, sales management mould are set
It block, customer capital module, client's debt module and customer information recording module, customer information is set in business personnel's terminal looks into
Ask module, marketing personnel's module, bank product module, bank loan module and account information module.To realize that client passes through
The unified management function to client is managed, the efficiency of bank client manager's management service is not only effectively increased, but also is realized
The paperless office for stating function has saved resource.
Detailed description of the invention
Fig. 1 is system structure diagram of the invention.
Specific embodiment
As shown in Figure 1, bank client service management system disclosed by the invention, including client management server and business people
Member's terminal.
Client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt mould
Block.
Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank's production
Product module, bank loan module and account information module.
Client information management module is used to receive and store client's register information of customer information recording module transmission, client
Register information includes client's essential information and business record, and Subscriber Information Module inquires stored client's register information, if going out
When existing customer name and all identical identification card number, then merge and update identical client's register information, if do not occur customer name and
When identification card number is all identical, then client's register information is directly stored in a manner of new client.
Sales management module is used to receive and store the marketing message of marketing personnel's module transmission, and marketing message includes marketing
Personnel's work number, marketing product, marketing money, marketing product expiration time.Customer information enquiry module is used for customer information pipe
It manages module and sales management module sends inquiry instruction, client information management module and sales management module are according in inquiry instruction
Customer name and identification card number inquire the customer information and sales information that have stored, if inquiring the information of the client, to
Customer information enquiry module feedback query is to all information, if not inquiring the information of the client, inquires mould to customer information
Block feedback query is without information.
All silver of current row are held in client's purchase that customer capital module is used to receive and storage bank product module is sent
Row product, including financing, fixed deposit, current deposit, the product interest rate of noble metal, the classification amount of money and total assets.If not looking into
The assets information of the client is ask, then feedback query is without information.
The client that client's debt module is used to receive and storage bank loan module the is sent all kinds existing in current row
Loan, including housing loan, vehicle loan, the loan interest rate of mortgage loan, loan ceiling, the loan time limit, every amount of monthly repayment, remaining refund
Volume.If not inquiring the credit information of the client, feedback query is without information.
Account information module is used to send inquiry instruction, assets module and visitor to customer capital module and client's debt module
Family debt module is according to the customer name and identification card number inquiry the customer capital information stored and letter of providing a loan in inquiry instruction
Breath, if inquiring the account information of the client, inquires all information to account information module feedback, if not inquiring the visitor
The information at family is then inquired to account information module feedback without information.
The present invention also provides a kind of bank client service managements, by client management server and business personnel's terminal
It executes, wherein client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt mould
Block；Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank product mould
Block, bank loan module and account information module；Specific management method are as follows:
Received by client information management module and stored client's register information of customer information recording module transmission, Ke Hudeng
Note information includes client's essential information and business record, and Subscriber Information Module inquires stored client's register information, if occurring
When customer name and all identical identification card number, then merges and update identical client's register information, if not occurring customer name and body
When part card number is all identical, then client's register information is directly stored in a manner of new client.
The marketing message of marketing personnel's module transmission is received by sales management module and is stored, marketing message includes marketing people
Employee number, marketing product, marketing money, marketing product expiration time.Customer information enquiry module is used for client information management
Module and sales management module send inquiry instruction, and client information management module and sales management module are according in inquiry instruction
Customer name and identification card number inquire the customer information and sales information stored, if inquiring the information of the client, to visitor
Family information inquiry module feedback query is to all information, if not inquiring the information of the client, to customer information enquiry module
Feedback query is without information.
It is received by customer capital module and the client of storage bank product module transmission buys all banks for holding current row
Product, including financing, fixed deposit, current deposit, the product interest rate of noble metal, the classification amount of money and total assets.If not inquiring
To the assets information of the client, then feedback query is without information.
It is received by client's debt module and the client of storage bank loan module transmission borrows in the existing all kinds of current row
Money, including housing loan, vehicle loan, the loan interest rate of mortgage loan, loan ceiling, the loan time limit, every amount of monthly repayment, remaining amount to pay.
If not inquiring the credit information of the client, feedback query is without information.
Assets module and client's debt module are received according to the customer name and body in inquiry instruction by account information module
The customer capital information and credit information that part card number inquiry has stored are believed if inquiring the account information of the client to account
Breath module feedback inquires all information, if not inquiring the information of the client, inquires to account information module feedback without letter
Breath.
The present invention utilize client management server be arranged Subscriber Information Module, sales management module, customer capital module,
Client's debt module and business personnel's terminal be arranged customer information recording module, customer information enquiry module, marketing personnel
Module, bank product module, bank loan module and account information module.To realize that customer manager manages the unified of client
Function is managed, the efficiency of bank client manager's management service is not only effectively increased, but also realizes doing with no paper at all for above-mentioned function
Public affairs have saved resource.
Claims (6)
1. a kind of bank client service management system, it is characterised in that:
Including client management server and business personnel's terminal.
2. bank client service management system according to claim 1, it is characterised in that:
Client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt module；
Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank product mould
Block, bank loan module and account information module.
3. bank client service management system according to claim 2, it is characterised in that:
Client information management module is used to receive and store client's register information of customer information recording module transmission, client's registration
Information includes client's essential information and business record；Client information management module inquires stored client's register information, if going out
When existing customer name and all identical identification card number, then merge and update identical client's register information, if do not occur customer name and
When identification card number is all identical, then client's register information is directly stored in a manner of new client；
Sales management module is used to receive and store the marketing message of marketing personnel's module transmission, and marketing message includes marketing personnel
Work number, marketing product, marketing money, marketing product expiration time；
Customer information enquiry module is used to send inquiry instruction, customer information to client information management module and sales management module
Management module and sales management module according in inquiry instruction customer name and identification card number inquire the customer information stored
And sales information, if inquiring the information of the client, to customer information enquiry module feedback query to all information, if not looking into
The information of the client is ask, then to customer information enquiry module feedback query without information；
All banks that current row is held in client's purchase that customer capital module is used to receive and storage bank product module is sent produce
Product, including financing, fixed deposit, current deposit, the product interest rate of noble metal, the classification amount of money and total assets；
The client that client's debt module is used to receive and storage bank loan module the is sent all kinds loan existing in current row,
Including housing loan, vehicle loan, the loan interest rate of mortgage loan, loan ceiling, the loan time limit, every amount of monthly repayment, remaining amount to pay；
Account information module is used to send inquiry instruction to customer capital module and client's debt module, and assets module and client are negative
Debt module according to the customer name and the identification card number customer capital information that has stored of inquiry and credit information in inquiry instruction, if
The account information of the client is inquired, then inquires all information to account information module feedback, if not inquiring the client's
Information is then inquired to account information module feedback without information.
4. a kind of bank client service management, it is characterised in that:
Including client management server and business personnel's terminal.
5. bank client service management according to claim 4, it is characterised in that:
Client management server includes Subscriber Information Module, sales management module, customer capital module, client's debt module；
Business personnel's terminal includes customer information recording module, customer information enquiry module, sales force's module, bank product mould
Block, bank loan module and account information module.
6. bank client service management according to claim 5, it is characterised in that:
Client information management module is used to receive and store client's register information of customer information recording module transmission, client's registration
Information includes client's essential information and business record；Client information management module inquires stored client's register information, if going out
When existing customer name and all identical identification card number, then merge and update identical client's register information, if do not occur customer name and
When identification card number is all identical, then client's register information is directly stored in a manner of new client；
Sales management module is used to receive and store the marketing message of marketing personnel's module transmission, and marketing message includes marketing personnel
Work number, marketing product, marketing money, marketing product expiration time；
Customer information enquiry module is used to send inquiry instruction, customer information to client information management module and sales management module
Management module and sales management module according in inquiry instruction customer name and identification card number inquire the customer information stored
And sales information, if inquiring the information of the client, to customer information enquiry module feedback query to all information, if not looking into
The information of the client is ask, then to customer information enquiry module feedback query without information；
All banks that current row is held in client's purchase that customer capital module is used to receive and storage bank product module is sent produce
Product, including financing, fixed deposit, current deposit, the product interest rate of noble metal, the classification amount of money and total assets；
The client that client's debt module is used to receive and storage bank loan module the is sent all kinds loan existing in current row,
Including housing loan, vehicle loan, the loan interest rate of mortgage loan, loan ceiling, the loan time limit, every amount of monthly repayment, remaining amount to pay；
Account information module is used to send inquiry instruction to customer capital module and client's debt module, and assets module and client are negative
Debt module according to the customer name and the identification card number customer capital information that has stored of inquiry and credit information in inquiry instruction, if
The account information of the client is inquired, then inquires all information to account information module feedback, if not inquiring the client's
Information is then inquired to account information module feedback without information.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910097122.XA CN109859034A (en) | 2019-01-26 | 2019-01-26 | A kind of bank client service management system and method |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CN201910097122.XA CN109859034A (en) | 2019-01-26 | 2019-01-26 | A kind of bank client service management system and method |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CN109859034A true CN109859034A (en) | 2019-06-07 |
Family
ID=66897148
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| CN201910097122.XA Pending CN109859034A (en) | 2019-01-26 | 2019-01-26 | A kind of bank client service management system and method |
Country Status (1)
| Country | Link |
|---|---|
| CN (1) | CN109859034A (en) |
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN111353874A (en) * | 2020-02-19 | 2020-06-30 | 山东建银科技有限责任公司 | Intelligent service system of bank outlets |
| CN115860925A (en) * | 2023-02-19 | 2023-03-28 | 广东德澳智慧医疗科技有限公司 | Intelligent data query and investment management system based on artificial intelligence liability |
-
2019
- 2019-01-26 CN CN201910097122.XA patent/CN109859034A/en active Pending
Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN111353874A (en) * | 2020-02-19 | 2020-06-30 | 山东建银科技有限责任公司 | Intelligent service system of bank outlets |
| CN115860925A (en) * | 2023-02-19 | 2023-03-28 | 广东德澳智慧医疗科技有限公司 | Intelligent data query and investment management system based on artificial intelligence liability |
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|---|---|---|---|
| PB01 | Publication | ||
| PB01 | Publication | ||
| DD01 | Delivery of document by public notice | ||
| DD01 | Delivery of document by public notice |
Addressee: Mo Xiaoang Document name: Deemed withdrawal notice |
|
| WD01 | Invention patent application deemed withdrawn after publication | ||
| WD01 | Invention patent application deemed withdrawn after publication |
Application publication date: 20190607 |