JP2002032575A - Employee shareholding association paperwork system and method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an employee shareholding association paperwork system which can reduce the paperwork burdens of both an employee shareholding association secretariat and a securities company. SOLUTION: This system includes a member equity information storage part 22 which stores the equity information on members, a member application reception part 27 which receives various types of application of members, a temporary processing data generation part 28 which accumulates various types of applications of members and generates the temporary processing data 12, a work contact table preparation/presentation part 29 which prepares a work contact table from the data 21 and presents the table to an employee shareholding association, a processing data definition part 30 which defines the data 21 as the processing data 23 according to a work instruction given from the employee shareholding association, a purchase processing part 31 which purchases its own stocks of the employee shareholding association on the basis of the data 23 and an equity information updating part 32 which updates each of member equity data 19 in response to the purchase processing result of the part 31.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an employee holding company office processing system installed at, for example, a securities company and capable of acting as an office of an employee holding group office in a plurality of companies.

[0002]

2. Description of the Related Art The Employee Stock Ownership Association is a system in which employees regularly purchase shares of the company in which they work and support medium- to long-term asset formation. This employee shareholding association is a system to support the formation of assets by employees,
% Have been introduced.

[0003] In this shareholding association system, employees of the company continuously purchase their own shares, etc. by deduction from salary, etc. In implementing this, a holding association, which is a civil law union, was established. Then, you can do this by joining this.

[0004] A shareholding association is a union established under the Civil Code, which is a separate organization from the company. It collects the investment amounts of each employee deducted from salaries or bonuses and acts as a window to purchase shares. It is going to go.

[0005] The actual operation of this shareholding association is to set up a secretariat in the company to handle the affairs of employees, while the clerical work such as buying and selling and management of shares and calculation of the membership after the purchase is carried out.
It is common to outsource to securities companies.

In this case, the secretariat distributes / accepts / checks / assembles each application form such as enrollment / unsubscription / change of the number of outlets at a predetermined timing every month, and prepares a work communication table with the securities company. Then, the securities company carries out the stock purchase processing based on the work communication table, and reports the result to the secretariat.

[0007]

[Problems to be Solved by the Invention] However, when compiling the application contents made by the secretariat (creating a work communication table), it is necessary to confirm and manually compile the changes made in the current month based on the work results of the previous month. This not only imposes an administrative burden on the secretariat, but also delays and incomplete transmission of the contact list, leading to an increase in the administrative burden on securities companies.

[0008] Further, since the contributions of the shareholding association are made by deductions from salaries and bonuses, it is necessary to carry out a procedure for reflecting them in the company's deduction system separately from the compilation of application contents, and the number of members is large. The burden on the secretariat will be substantial at the shareholding association. In addition, securities companies also have the same load on the system as they are manually entered based on the received application form. I have.

On the other hand, with the recent progress of restructuring in companies, there is a growing need for rationalization in companies that have a holding system, and there is an increasing desire to outsource a substantial part of the business processing of the holding company to securities companies and the like. there is a possibility.

The present invention has been made in view of such circumstances, and it is an object of the present invention to provide an employee holding company operation processing system that can reduce the administrative burden on both the employee holding company office and the securities company.

[0011]

According to a first main aspect of the present invention, a member equity information storage means for storing membership information of a member and various applications from the member are received. Member application receiving means, provisional processing data generating means for generating provisional processing data by totalizing the various applications of the member, and a work communication table for creating a work communication table based on the processing data and presenting it to the employee stockholding association Presenting means, processing data determining means for determining the provisional processing data as processing data based on a work instruction from the employee stockholding association, and purchase processing for repurchasing own shares of the employee holding society based on the processing data. An employee shareholding office operation processing system is provided which has an attachment processing means and an equity information updating means for updating each member equity information stored by the member equity information storage means based on the purchase processing result. . This system is preferably installed in a system of a securities company, and is preferably connected to the system of the employee holding company bureau and the system of members in a plurality of companies via a network such as the Internet.

According to such a configuration, instead of the securities company checking the work contact list prepared by the holding company secretariat,
The holding company secretariat confirms and approves the work report prepared by the securities company. Then, based on the approval of the secretariat, tentative processing data prepared in advance is determined as processing data, so that there is an effect that rapid processing without input errors or the like can be performed.

Further, this system is provided so as to be connectable to computer systems of a plurality of employee stock associations, holds member attribute information for each stock association, and operates according to a processing definition file corresponding to each stock association. It is preferable that According to such a configuration, there is an effect that the applicationable items of the member can be finely set for each of the holding associations.

Further, in this case, it is preferable that the system authenticates a member who has accessed based on the employee attribute information and has an authentication means for specifying a stockholding association. Further, the processing definition file includes at least a definition of an input permission item and a definition of an input permission period from members of each stockholding association, and the system is configured to reject application input from a member who does not match the definition file. It is desirable to have a judgment means.

Further, the employee attribute information also stores attribute information of an employee other than the employee stockholding association, and the member application receiving means attaches a procedure for joining an employee other than the member to the stockholding association. Is preferred.

Further, it is preferable that the provisional processing data generating means generates the provisional processing data based on a work communication table creation instruction from the employee holding society.

Further, the employee stock association business processing system further includes a salary deduction data transmitting means for transmitting salary deduction data generated based on the processing data determined by the processing data determining means to the employee stock association. Is preferred.

Further, it is preferable to have balance information providing means for receiving a balance inquiry from an employee and providing balance information based on the employee equity information stored by the employee equity information storage means. Further, the system preferably has a balance information providing means for receiving a balance inquiry from the secretariat and providing balance information based on the employee equity information stored by the employee equity information storage means.

According to a second main aspect of the present invention, a member application receiving step of receiving various applications from members, and provisional processing data generation for totalizing various applications of the members and generating provisional processing data A step of creating a work contact table based on the process data and presenting the work contact table to the employee stockholding association; and a step of determining the provisional process data as process data based on a work instruction from the employee shareholding association. A data determination step, a purchase processing means for performing purchase processing of the company shares of the employee shareholding association based on the processing data, and an equity information updating step of updating the member equity information based on the purchase processing result. And a method for processing an employee stockholding society.

According to such a configuration, there is provided an employee holding company affairs processing method which can be implemented in the system according to the first aspect.

The other features and remarkable effects of the present invention will be clearly understood from the following embodiments of the present invention and the accompanying drawings.

[0022]

Embodiments of the present invention will be described below with reference to the drawings.

As shown in FIG. 1, the overall configuration of a system according to an embodiment of the present invention is as follows: terminal 2 (member terminal) of employee holding company member 1; Terminal), these terminals 2 and 4 and the Internet network 5
And a securities company system 6 which is connected through the Internet.

The member terminal 2 and the office terminal 4 may be connected to each other via an in-house LAN, for example, and may be connected to the Internet through an in-house server device. For example, browser software is installed in each of the terminals 2 and 4, and a user can exchange information with the securities company system 6 via the browser software.

Although only one member terminal 2 is shown in FIG. 1, a plurality of member terminals 2 are actually provided. Further, this system can be applied to a plurality of holding associations.
Is connected to the securities company system 6.

The securities company system 6 includes a holding company operation system 8 connected to the member terminal 2 and the secretariat terminal 4, and a holding main system 9 for performing various processes according to instructions from the office system 8. Is provided.

Hereinafter, the office work processing system 8 of this embodiment will be described.
After briefly describing the configuration of the system, the operation of the system 8 will be described in detail along with the actual processing procedures of the holding company.

As shown in FIG. 2, the system 8 includes a communication interface 10, an input / output device 11, a CPU 12,
An information storage unit 15 and a program storage unit 16 are connected to a bus 14 to which a RAM 13 and the like are connected. The communication interface 10 is configured to be connected to the Internet network 5 through a communication server (not shown), and is connected to the holding main system 9.

The information storage unit 15 stores member attribute data 17 of members belonging to the holding society, a processing definition file 18 for defining work procedures corresponding to the holding society secretariat 3, and information on the stock ownership of the members. The member equity data 19, the member change data 20 which holds information that causes a change such as an application from the member, the temporary processing data 21 generated based on the member change data 20, and the temporary processing data 21 are determined. And the salary deduction data 22 generated according to the change of the application of the member or the like.

An attribute information registration unit 25 for registering the member attribute data 17 is stored in the program storage unit 16.
And an authentication processing unit 26 that performs a login authentication process to the system of the member terminal 2 or the secretariat terminal 4, a member application receiving unit 27 that receives various applications from the member terminal 2, and the processing definition file 18. An input availability determination unit 33 for determining whether an application from a member can be input, and a member terminal 2
And a work communication table based on the provisional processing data 21 based on a work communication table creation instruction from the secretariat terminal 4. A work communication table creation / presentation unit 29 to be presented to the secretariat terminal 4, a processing data determination unit 30 for determining the temporary processing data 21 as processing data 23 based on a work instruction from the secretariat terminal 4, A purchase processing unit 31 for performing a repurchase process of the company shares of the employee shareholding association based on 23 and reflecting the repurchase process to the shareholding main system 9; and an equity unit for changing and updating the member equity data based on the purchase processing result An information updating unit 32, a salary deduction data transmitting unit 34 for transmitting salary deduction data generated based on the processing data determined by the processing data determining unit to the secretariat terminal 4,
A balance information providing unit that receives a balance inquiry from the member terminal or the secretariat terminal and provides balance information based on the member equity data;

These components are specifically composed of an operating system (OS) installed in the computer system, and subroutines or components that operate in cooperation with other main programs. The following functions are provided by being called and appropriately executed.

The operation of these components will be described below with reference to the flowcharts shown in FIG. S1 in the figure,
S2... Indicates a step number, and corresponds to the description of "Step S1, Step S2..." In the following description.

(Preliminary Processing) Before describing the administrative processing based on various applications of members, the preliminary processing will be described.

That is, first, the secretariat 3 connects to the shareholding association office processing system 8 through the secretariat terminal 4,
When the employee file 36 and the employee attribute file 37 are transmitted, the attribute information registration unit 25 is activated, and the information is stored as the member attribute data 17 in the information storage unit 15.
(Step S1). The member attribute includes a member code and a password for the member to connect to the business processing system 8. It is preferable that not only the member data but also all employee data be taken in advance so that the data can be used for a non-member enrollment procedure.

The attribute information registration unit 25 fetches the calculation result of each member interest previously executed by the holding main system 9 into the information storage unit 15 of the system 8 as the member equity data 19, and refers to the balance information. It is made available for inquiry and the like (step S2).

Further, the attribute information registration unit 25 receives the connection from the secretariat terminal 4, and registers a work category in steps S3 to S6. That is, in this embodiment, as described later, each member directly accesses the business processing system 8 through the member terminal 2 to input an application or the like. By registering work categories to be performed in advance, input contents can be classified and processed. Also, by setting the inputtable items and period in this step,
Guard against inadvertent input. The settings of these work categories are stored in the process definition file 18.

The process definition file 18 is provided for each holding society, and is called and referred to according to the holding society to which the member belongs.

(Member Application Processing Procedure) Next, a description will be given of a business processing procedure of the stockholding association based on an application from a member.

First, when the member connects the member terminal 2 to the business processing system 8, the authentication processing unit 26 checks the access right of the member by referring to the member attribute data 17 (step S7), A menu screen (not shown) is displayed on the browser 2 (step S8). If the member selects an input item on this menu screen, the member application receiving unit 27 refers to the process definition file 18 and checks whether or not the input is possible by confirming the work registration contents (step S9). Then, only when the input item selected by the member matches the work content registered in the process definition file 18, various application input screens are displayed (step S10).

As this input screen, the member application receiving section 27 displays, in addition to the “member code” and “name”, items necessary for the application taken out from the member attribute data 17 and the membership data 19. For example, if necessary, the current number of shares held at the time of withdrawal / mid-term delivery, the current number of applications at the time of change in the number of units, the number of previous applications at the time of resumption application, and the like are displayed.

When the member inputs various applications through this input screen, the member application receiving unit 27 checks predetermined input contents based on the process definition file 18 to receive only correct data and The data is stored as the fluctuation data 20 (step S11).

That is, for example, when joining, the member application receiving unit 27 checks the re-entry period, the maximum number of units, and input deficiencies. When changing the number of units, the upper limit unit number and input deficiency are checked. In addition, at the time of withdrawal / mid-term delivery, the number of shares that can be delivered, payment method duplication designation, and input deficiencies are checked.

When such a check is performed and the input content is stored as the membership change data 20, the member can check the current application content at any time as shown in steps S12 and S13. ing. This makes it possible to confirm whether or not the contents are correctly reflected, especially after inputting the application.

In the secretariat terminal, step S
As shown in steps S14 and S15, the application contents and the total number of the members input during the inputtable period can be checked in a list for each application content. This confirmation result is used for collation at the time of creating a work communication table, which will be described later.

After the elapse of the inputtable period, the secretariat connects the secretariat terminal 4 to the paperwork processing system 8 and instructs to create a work communication table for work instructions through the menu screen (step S16). As a result, the provisional processing data generation unit 28 of the system 8 uploads the member change data to the holding
Is given (step S17), and the holding main system 9 generates temporary processing data 21 based on the instruction (step S18). This temporary processing data 21
The information is stored in the information storage unit 15 provided in the system 8 (step S19).

Next, the work communication table creation / presentation section 29 of the system 8 creates a work communication table based on the temporary processing data 21 (steps S20, S21). The work communication table is created based on a work communication table confirmation instruction from the secretariat (step S20) and displayed on the secretariat terminal 4 for confirmation. The secretariat, with respect to the work communication table created in this way, performs the above-described step S15.
Confirm the content by comparing it with the list of changers output in step 2.

After the confirmation, if the secretariat gives a work instruction to the system 8 (step S22), the processing data determination unit 30 of this system 8 uploads the temporary processing data 21 to the holding main system 9. Thus, the provisional processing data 21 is determined as the processing data 23 (step S23). The processing data 23 is downloaded and held in the system 8 (step S2).
4).

Further, the holding main system 9 generates salary deduction data for the holding society based on the processing data 23 (step S25), and uploads it to the system 8. Salary deduction data transmission unit 34 of system 8
Is based on an instruction to obtain deduction data from the secretariat,
The salary deduction data 22 is transmitted to the secretariat (steps S26 and S27). Therefore, the secretariat only needs to download the salary deduction data 22 and transfer it to the salary deduction processing procedure (step S28).

On the other hand, the purchase processing section 31 of the system 8
After the processing data is determined in steps S29 and S30, final confirmation of the work content and the stock purchase price is performed. And
The purchase processing unit 31 purchases shares with the purchase amount (step S31), and reflects the result in the shareholding main system 9 (step S32). It is preferable that the final confirmation and the reflection of the purchase result are executed based on an operator visually confirming and giving an instruction as necessary.

The holding system 9 that has received the purchase result performs a process of calculating the membership of the member based on the result of the purchase (step S33), and uploads the result to the holding member association processing system 8. The equity information update unit 32
Receives the result of the equity calculation process, updates the member equity data 19 (step S34), and prepares, for example, a CSV format file as the equity detail data (step S35). The system 8 transmits the equity detail data to the secretariat terminal 4 based on an instruction to acquire equity data from the secretariat (steps S36 and S36).
37).

After such processing, steps S38, S38
39, the balance information providing unit 3 of the system 8
Reference numeral 5 provides a balance reference result for each member by referring to the updated member equity data in response to a request from the member terminal. Thus, each member can refer to the latest history and the average acquisition unit price of his / her own equity interest in the shareholding association without going through the secretariat.

In the secretariat, step S4
0, as shown in S41, the balance information providing unit 35 of the system 8 provides the secretariat with a member code collective input screen, so that inquiries from the secretariat can be made for a plurality of members related to the inquiry. Provide balance inquiry. As a result, the secretariat can respond to inquiries from a plurality of members.

According to the above-described configuration, the work contact list created by the holding company secretariat is not confirmed by the securities company, but the work contact list created by the securities company is confirmed and approved by the holding company secretariat. Has become. Then, based on the approval of the secretariat, tentative processing data prepared in advance is determined as processing data, so that there is an effect that rapid processing without input errors or the like can be performed.

In the present invention, the stock-holding association business processing system 8 is provided in the securities company system, but may be provided outside the securities company system. Further, the stockholding association system may be installed on an in-house system or connected by a dedicated line.

[0055]

As described above, according to the present invention, the burden on both the secretariat and the securities company can be reduced, and a large amount of data can be processed accurately and quickly. Can be provided.

[Brief description of the drawings]

FIG. 1 is a schematic configuration diagram showing an embodiment of the present invention.

FIG. 2 is a schematic configuration diagram of a stockholding association business processing system.

FIG. 3 is a flowchart showing office work.

FIG. 4 is a flowchart showing office work.

FIG. 5 is a flowchart showing office work.

FIG. 6 is a flowchart showing office work.

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 ... Member of the employee holding society 2 ... Member terminal 3 ... Employee holding society secretariat 4 ... Secretariat terminal 5 ... Internet network 6 ... Securities company system 8 ... Stock holding society office processing system 9 ... Stock holding main system 10 ... Communication interface 11 ... Enter Output device 12 CPU 13 RAM 14 Bus 15 Information storage 16 Program storage 17 Member attribute data 18 Process definition file 19 Membership data 20 Member change data 21 Temporary processing data 22 Salary deduction Data 23 ... Processing data 24 ... Fixed data 25 ... Attribute information registration unit 26 ... Authentication processing unit 27 ... Member application reception unit 28 ... Temporary processing data generation unit 29 ... Work communication table creation / presentation unit 30 ... Processing data determination unit 31 ... Purchase processing unit 32 ... Equity information update unit 33 ... Input availability determination unit 34 ... Salary deduction data transmission unit 35 ... Balance information submission Part 36 ... employee file 37 ... employee attribute file

 ──────────────────────────────────────────────────続 き Continuing on the front page (72) Inventor Takeo Usuki 3-3-1 Marunouchi, Chiyoda-ku, Tokyo Nikko Securities Co., Ltd. F-term (reference) 5B049 BB47 CC03 CC05 CC31 DD01 EE01 FF03 FF04 GG04 GG07

Claims (12)

[Claims] 1. Member membership information storage means for storing membership information of a member; Member application reception means for receiving various applications from members; Temporary processing data for totalizing various applications of the member to generate temporary processing data Generating means, creating a work communication table based on the processing data, and presenting the work communication table to the employee stockholding association; and determining the provisional processing data as processing data based on a work instruction from the employee stockholding association. Processing data deciding means, purchase processing means for performing a purchase processing of the company shares of the employee shareholding association based on the processing data, and the member equity information storage means based on the result of the purchase processing. An employee stock ownership affairs processing system, comprising: equity information updating means for updating each member equity information. 2. The business processing system according to claim 1, wherein said system is provided so as to be connectable to computer systems of a plurality of employee holding associations, and holds member attribute information for each of said holding associations. An employee stockholding business processing system characterized in that it operates according to a process definition file corresponding to each stockholding society. 3. The employee holding company clerical work processing system according to claim 2, further comprising an authentication unit that authenticates a member who has accessed based on the employee attribute information and has an authentication unit that specifies the holding company. Meeting office processing system. 4. The employee holding company office system according to claim 2, wherein the processing definition file includes at least a definition of an input permission item and a definition of an input permission period from a member of each holding society. An employee shareholding association business processing system comprising input availability determination means for rejecting application input from a member who does not match the definition file. 5. The employee stock association business processing system according to claim 2, wherein the employee attribute information also stores attribute information of an employee other than the employee stock association, and the member application receiving means receives information from an employee other than the member. An employee stockholding clerical work processing system, which includes the procedure for joining the stockholding society of the company. 6. The clerical processing system for an employee holding company according to claim 1, wherein said temporary processing data generating means generates said temporary processing data based on a work communication table creation instruction from said employee holding company. An employee stockholding association business processing system. 7. The salary deduction data transmitting means for transmitting salary deduction data generated based on the processing data determined by the processing data determination means to the employee holding society, according to the employee holding company affairs processing system according to claim 1. Employee holding system business processing system characterized by further having: 8. The employee stock association business processing system according to claim 1, wherein a balance inquiry from a member is received, and the member's balance information is provided based on the member equity information stored by said member equity information storage means. An employee stockholding association business processing system further comprising balance information providing means. 9. The employee stock association business processing system according to claim 1, wherein a balance inquiry is received from a secretariat, and a specific all member or a specific member is determined based on the member equity information stored by the member equity information storage means. And a balance information providing means for providing balance information of the member. 10. A member application receiving step of receiving various applications from a member, a temporary processing data generating step of totaling various applications of the member to generate temporary processing data, and a work communication table based on the processing data. A work communication table presenting step to be prepared and presented to the employee stockholding association; and a processing data determination step of determining the provisional processing data as processing data based on a work instruction from the employee stockholding association. A purchase processing means for performing a purchase process of the company's own shares of the association, and an equity information update processing step of updating the member equity information based on the result of the purchase process. 11. The method according to claim 10, wherein the temporary processing data generating step generates the temporary processing data based on a work communication table creation instruction from the employee holding society. An employee stockholding association business processing method characterized by the following. 12. The method according to claim 10, wherein a salary deduction data generating step for generating salary deduction data based on the processing data determined in the processing data determining step. Transmitting a salary deduction data to the employee stockholding association.