JP2004078518A - Counter processing system and counter processing method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a counter processing system which deals with various counter dealing processes desired by a client and prevents an incorrect description and an input error from happening which improves convenience of the client and work efficiency of a counter operator. <P>SOLUTION: This invention consists of a reception terminal device 10 with a printing part 18, a management server 20, a counter terminal device 30 with a bar code reader 36 and a host 40 connected with the management server 20 via a gateway and the like. A bar code printed on a business form 60 by the printing part 18 is read by the bar code reader 36 and client information and deal information corresponding to a deal number represented by the bar code are received by the counter terminal device 30 and used for counter deal processing. <P>COPYRIGHT: (C)2004,JPO

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a window processing system and a window processing method for performing window processing in financial institutions and others.
[0002]
[Prior art]
In a process usually performed at a counter in a financial institution or the like, the customer receives a waiting number printing sheet printed out from a waiting number output device, selects a form corresponding to a desired transaction, and then enters necessary items. Write. Furthermore, the window is called in the order of the waiting number, the form is presented at the counter, and the operator inputs the items written in the form to the counter terminal device again, whereby the counter processing is performed.
[0003]
In the above-described processing, the trouble when the customer himself / herself writes on the form and the erroneous writing at the time of writing become a problem. In Japanese Patent No. 2934232, in order to solve such a problem that is likely to occur at the time of notification of an address change or the like at a financial institution or the like, a corresponding address or address registered in the host computer in advance when customer authentication is performed. A configuration is disclosed in which customer information such as a name, an account, and an account number is read from the computer, and necessary items among them are printed on a form in advance.
[0004]
[Problems to be solved by the invention]
However, in the above configuration, it is limited to the items described in the report form and cannot be used for other window processing for various transactions (for example, cash withdrawal and transfer). Moreover, only the customer information is printed on the form, and transaction information corresponding to various transactions other than the report is not printed.
[0005]
Therefore, even if the above configuration is applied when the customer wishes to perform window processing for other transactions, only the necessary customer information is printed on the form, and other necessary transaction information is required. Must be written, and the problem of miswriting when writing transaction information remains unsolved.
[0006]
In addition, when the actual window processing is performed, based on the form submitted by the customer, the counter operator inputs the items described in the form to the counter terminal device again, so that the work is doubled and the input error is reduced. Possibilities remain.
[0007]
Eventually, simply printing the customer information on the form has little effect on improving the convenience of the customer and the operator when various transaction processes are performed. From the viewpoint of the customer, the customer has been waiting for a certain amount of time before the window processing, and in the window processing, the operator has to wait extra for inputting the items described in the form again, which is not meaningful for the customer. Will be.
[0008]
The present invention has been made in view of the above-described circumstances, and can cope with various window transaction processes desired by customers, and can also prevent the occurrence of clerical errors and input errors, thereby improving convenience for customers, It is an object of the present invention to provide a window processing system and a window processing method that can improve the work efficiency for a window operator.
[0009]
[Means for Solving the Problems]
The configuration of the window processing system according to the present invention,
It has a reception terminal device, a counter terminal device, and a management server that manages various data used between these terminal devices,
The reception terminal device is provided with at least a printing unit, performs a customer authentication process, a customer information acquisition request and a transaction number numbering request with the management server, and obtains customer information obtained by the request. And, based on the transaction number and the transaction information obtained from the customer, a form printing process including printing of a readable transaction number is performed,
The management server performs a customer authentication process, a search and output of customer information, and a transaction number assigning process in response to a request from the reception terminal device, and outputs the processing results to the reception terminal device. The transaction information sent from the reception terminal device is stored together with the information, and when the transaction number is received from the counter terminal device, the corresponding customer information and transaction information are output to the counter terminal device. ,
The counter terminal device is provided with at least reading means, and the transaction number printed on the form is read by the reading means and sent to the management server, so that the customer information and Transaction information is received, and display processing of the information or any processing based on the information is performed.
That is the basic feature.
[0010]
According to the above configuration, according to the type of transaction process selected by the customer at the reception terminal device, the customer information and transaction information (part of the amount, etc., which are input by the customer) required for the transaction process at the window are received. At this point, the transaction number is registered (stored) in the management server together with a transaction number (unique and unique) described later, and the transaction number that can be read together with the form used for the transaction processing at that time (Including, in an extreme case, the transaction number printing process). The customer submits the form when the order of his / her window processing comes around, and the operator of the window reads the transaction number with the reading means provided in the window terminal device, and from the management server, Necessary customer information and transaction information corresponding to the transaction number are read and displayed on the counter terminal device, and / or arbitrary processing is performed based on the information.
[0011]
Therefore, once the customer performs the customer authentication process at the reception terminal device, obtains the customer information corresponding thereto, and selects or inputs the required transaction type and the transaction information, at the counter, By reading the transaction number of the form printed at the time of reception with the reading means, most of the items necessary for customer transaction processing at the counter are input, and the information input by the counter operator is minimal. (Not necessary in some cases). Therefore, it is possible to respond to various kinds of transactions desired by the customer, and also to prevent the occurrence of erroneous writing and input errors, thereby improving the convenience for the customer and improving the working efficiency for the counter operator. Become.
[0012]
The configuration of claim 6 is obtained by re-capturing the above system configuration as a configuration of a method.
Window processing performed between a reception terminal device provided with at least a printing unit, a window terminal device also provided with at least a reading unit, and a management server that manages various data used between these terminal devices. The method,
A step of performing a customer authentication process, a customer information acquisition request, and a transaction number numbering request with the management server by the reception terminal device; and acquiring the customer information, transaction number, and customer obtained by the request. A form printing process including printing of a readable transaction number is performed based on the obtained transaction information,
A step in which the management server performs a customer authentication process, a search and output of customer information, and a transaction number assigning process in response to a request from the reception terminal device, and the processing results are output to the reception terminal device. And the step of storing the transaction information sent from the reception terminal together with the information, and the step of receiving the transaction number from the counter terminal so that the corresponding customer information and transaction information can be stored in the counter. And outputting to the terminal device.
By the counter terminal device, the transaction number printed on the form is read by the reading means, and the steps sent to the management server, and corresponding customer information and transaction information are received from the management server based on the step, and And the step of performing an arbitrary process based on the information are performed.
It is characterized by:
[0013]
According to a second aspect of the present invention, in the configuration of the system or the method, the numbering process of the waiting order number is also performed at the same time as the numbering process of the transaction number by the management server. Stipulates that a printing process of the waiting order number is also performed on the form at the time of the form printing process. The waiting order number is a number indicating the waiting order in order to perform processing at the counter according to the type of each transaction. It is equivalent to the number tag received and received. It defines a case where this number is printed together with the form.
[0014]
Claims 3 and 8 are characterized in that, in the configuration of the system or the method, the encoded transaction number which can be read by the reading means of the counter terminal device at the time of printing the transaction number form by the reception terminal device. Specifies that the printing process is performed.
[0015]
The configuration of claim 4 and claim 9 stipulates that, in the configuration of the system or the method, a bar-coded transaction number is used as the encoded transaction number. It is a more specific example of the configuration of Item 8.
[0016]
The configuration of claim 5 and claim 10 stipulates that in the configuration of the system or method, when the management server searches for customer information, customer information stored in another computer is used. For example, in a financial institution or the like, the customer information often has an existing host system configuration that stores the customer information even before such a system is constructed. The above-mentioned existing configuration can be used without having to newly construct a configuration for storing such information on the management server side for the implementation of the method, and this is specified.
[0017]
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, embodiments of the present invention will be described with reference to the drawings.
As shown in FIG. 1, the configuration of the present embodiment is an explanatory diagram showing a configuration of a window processing system according to the present invention installed in a financial institution so as to be used when a customer performs a window process at the financial institution. is there.
[0018]
The system includes a reception terminal device 10, a management server 20, a counter terminal device 30, and a host 40 connected to the management server 20 via a gateway (not shown). However, here, the host 40 is installed in the financial institution head office or the data center, the management server 20 is installed in the back yard of the head office or each branch, and the reception terminal device 10 is located at the entrance of the head office or branch. A plurality of contact terminal devices 30 are provided near each operator who performs processing at a contact in the head office / branch.
[0019]
The reception terminal device 10 has a touch panel 15, a card reader 16, and a printing unit 18 on the operation surface of the device, as shown in FIGS. Further, as shown in FIG. 2, the internal configuration thereof is such that a CPU 11, a ROM 12, a RAM 13, an input interface 14, an output interface 17, and a communication circuit 19 are connected to a system bus. The control and data input / output of each unit by the CPU 11 are performed.
[0020]
Further, the input interface 14 is connected to a touch panel 15 and a card reader 16 on the operation surface of the reception terminal device 10, and the type of transaction (part of transaction information) input on the touch panel 15 and the customer The personal identification number of the cash card 50 given by the financial institution and the magnetic stripe information of the cash card 50 inserted into the card reader 16 are input to the system bus via the input interface 14 and processed by the CPU 11. As a result, the transaction information is temporarily stored in the RAM 13, and the magnetic stripe information and the password are sent to the management server 20 via the communication circuit 19.
[0021]
Further, the output interface 17 is connected to a printing unit 18 provided on the operation surface of the reception terminal device 10, and a transaction number, which will be described later, sent from the management server 20 side is converted into a barcode by an operation of the CPU 11, Similarly, it is printed on the surface of the form 60 in the form of a bar code under the control of the CPU 11, and the customer information and the waiting order number sent from the management server 20 are also printed at predetermined positions on the form 60. become. At this time, the date of the day is also printed at the same time.
[0022]
As shown in FIGS. 1 and 3, the window terminal device 30 has a terminal type configuration including a normal personal computer and the like, and has a barcode reader 36 and a printer 38 externally. Also, as shown in FIG. 3, the internal configuration of the CPU 31, ROM 32, RAM 33, hard disk drive HDD 34, input interface 35, output interface 37, communication circuit 39 Are connected to a system bus, and control and data input / output of each unit by the CPU 31 are performed via the bus.
[0023]
The input interface 35 is connected to a barcode reader 36 of the counter terminal device 30, and barcode information read by the barcode reader 36 is input to the system bus via the input interface 35, By being processed by the CPU 31, it is converted into a transaction number, temporarily stored in the RAM 33, and sent to the management server 20 via the communication circuit 39.
[0024]
Further, the output interface 37 is connected to a printer 38 connected to the counter terminal device 30. If necessary, the later-described customer information and transaction information corresponding to the transaction number sent from the management server 20 side, It is used for processing to be printed on the surface of the form 60 under the control of the CPU 31.
[0025]
When the customer stands in front of the reception terminal device 10, a menu screen as shown in FIG. 4 is displayed on the touch panel 15 by a sensor (not shown) provided in the terminal device 10. Here, the customer selects a process that he / she wants to perform at a window desired by the customer.
[0026]
Next, an instruction to insert the cash card 50 into the card reader 16 and input a password at the same time is displayed on the touch panel 15 as shown in FIG. 5, so that the customer is given by the financial institution. The user inserts his / her own cash card 50 into the card reader 16 and simultaneously inputs a personal identification number on the touch panel 15. The read magnetic stripe information and the input personal identification number are sent to the host 40 via the management server 20.
[0027]
The host 40 searches for customer information based on the magnetic stripe information and the password, authenticates the customer, and when the customer is authenticated, fetches the customer information stored in the host 40. Return to the management server 20. As described above, the customer authentication process is performed between the reception terminal device 10 and the management server 20. At this point, the management server 20 notifies the reception terminal device 10 that the customer authentication process has been completed.
[0028]
In addition to the magnetic stripe information and the password, the transaction selection information of the customer, which is a part of the transaction information, is also sent to the management server 20 side. At this time, if necessary, input of information such as the amount of money is also requested. If the customer inputs the requested information in response to the request, the request is also regarded as constituting transaction information, and together with the management server 20 side. Sent to
[0029]
At the same time that the transaction information is sent from the reception terminal device 10 to the management server 20, the reception terminal device 10 simultaneously outputs a customer information output request, a transaction number numbering request, and a waiting number numbering request to the management server 20. Is done.
[0030]
The management server 20 waits for the personal authentication from the host 40, performs the numbering process of the transaction number and the waiting order number in response to the request from the reception terminal device 10, and executes the number information and the host by the personal authentication. The customer information received from 40 is output to the reception terminal device 10. At the same time, the customer information, the transaction information, the numbered transaction number and the waiting order number are stored in the data storage unit 21 of the management server 20.
[0031]
The reception terminal device 10 receiving these pieces of information displays the information on the touch panel 15 as shown in FIG. Further, the transaction number received from the management server 20 is converted into a bar code, and further, based on the customer information received from the management server 20 and the transaction information acquired from the customer, the printing unit 18 responds to the transaction selected by the customer. Form 60 (All kinds of forms may be stocked in the reception terminal device 10 for each transaction, and the type of form may be selected according to the type of transaction selected by the customer and taken out for printing. In addition, the format of the form itself may be simultaneously printed according to the type of transaction selected by the customer), and the bar-coded transaction number, the waiting order number, and customer information (name / address)・ Print out the telephone number, account number, etc.) and transaction information (a part of the amount may be included). For example, FIG. 7 shows an example in which the transaction selected by the customer is a “deposit withdrawal” process at the counter, which is printed on the form 60. FIG. 8 shows an example of a printing process when the customer selects the “transfer request” process. In each of these examples, printing of the date of the day and printing of bar-coded transaction information such as a transaction number, a waiting order number, customer information, and an amount are performed. However, at this point, the customer information and the transaction information may not be printed, but may be printed at the time of processing at the counter terminal device 30.
[0032]
On the other hand, the customer who has received the form 60 on which the printing process has been performed is called up at an arbitrary counter according to the waiting order number, and passes the form 60 to the operator at the counter. The operator operates a barcode reader 36 provided in his / her window terminal device 30 and reads a barcode on the form 60 with the barcode reader 36. As a result, the transaction number is acquired by the counter terminal device 30. The counter terminal device 30 sends the acquired transaction number to the management server 20, and outputs a request for acquiring customer information and transaction information corresponding to the transaction number.
[0033]
The management server 20 acquires the transaction number sent from the counter terminal device 30, receives the customer information corresponding to the transaction number and the output request of the transaction information, and receives the customer information stored in the data storage unit 21. And transaction information to the counter terminal device 30.
[0034]
The counter terminal device 30 receives the corresponding customer information and transaction information from the management server 20, displays the information on the screen of the terminal device, and displays the withdrawal amount received as the transaction information on the customer. Perform the process of withdrawing from the deposit account. At that time, the operator hands the corresponding amount to the customer.
[0035]
Also, in the form printing process of “deposit withdrawal” as shown in FIG. 7 by the printing unit 18 of the reception terminal device 10, if transaction information such as customer information or withdrawal amount is not printed on the form 60, The counter terminal device 30 prints the name and account number of the customer and, if necessary, the withdrawal amount on the form 60 by the printer 38.
[0036]
Further, in the case of the “transfer request” process as shown in FIG. 8, the counter terminal device 30 performs a process of withdrawing the transfer amount received as the transaction information from the customer's deposit account and depositing the transfer amount into the transfer destination account.
[0037]
Also in this case, the printing unit 18 of the reception terminal device 10 prints the transaction information such as customer information and the transfer amount on the form 60 during the form printing processing of the “transfer request” as shown in FIG. If not, the printer 38 prints the customer's name and account number, the transfer amount if necessary, the transfer destination financial institution and the transfer destination account number, etc. on the form 60.
[0038]
FIG. 9 is a flowchart showing the flow of processing from selection of a transaction by a customer to printing and issuing of the form 60 in the reception terminal device 10.
[0039]
As shown in the figure, when the sensor detects that the customer has approached the reception terminal device 10, a transaction list screen as shown in FIG. 4 is displayed on the touch panel 15 as described above (step S101). ). The customer selects the transaction he wants (step S102).
[0040]
In the reception terminal device 10, it is checked whether or not any transaction has been selected by the customer (step S103). If not selected (step S103; No), the process returns to step S101.
[0041]
Conversely, if any transaction is selected (Step S103; Yes), a screen requesting insertion of the cash card 50 is displayed on the touch panel 15 of the reception terminal device 10, as shown in FIG. Step S104). Then, the customer inserts his / her cash card 50 into the card reader 16 (step S105).
[0042]
Next, it is checked whether or not the cash card 50 has been inserted into the card reader 16 (step S106), and if the cash card 50 has not been inserted (step S106; No), the selected transaction blank sheet is entered. The waiting order number is printed out (step S107).
[0043]
Conversely, if the cash card 50 is inserted (Step S106; Yes), the magnetic stripe information is read. Further, as shown in FIG. 5, a screen for requesting the input of the personal identification number is displayed (step S108). Then, the customer inputs his / her personal identification number on touch panel 15 (step S109).
[0044]
Thereafter, the reception terminal device 10 requests the presentation and input of the items (for example, the transaction processing amount, the transfer destination financial institution and the account number thereof) necessary for the transaction selected in the above step S103, and accordingly, the customer requires the necessary input. Is performed, processing for each transaction is executed (step S110). The information input and processed by the customer here forms part of the transaction information.
[0045]
Thereafter, the reception terminal device 10 is connected to the management server 20 (Step S111). When connected to the management server 20 here, the magnetic stripe information, the password, and the transaction information selected or input by the customer are transmitted to the management server 20 (step S112).
[0046]
As shown in FIG. 10 described later, the management server 20 sends the magnetic stripe information and the password of the customer received as described above to the host 40, authenticates the customer, and if the customer is authenticated, The host 40 sends the customer information of the customer. Then, the management server 20 sends a personal authentication result to the reception terminal device 10 as to whether the personal identification has been successfully performed by the password (step S113). If the personal authentication cannot be performed (step S113; No), the cash card 50 is ejected from the card reader 16 (step S114), and the process returns to step S104.
[0047]
Conversely, if the user can be authenticated (Step S113; Yes), the customer information, the transaction number and the waiting order number are continuously taken into the reception terminal device 10 from the management server 20 (Step S115).
[0048]
Thereafter, the transaction number is converted into a bar code by the CPU 11, and the printing unit 18 displays the bar code-coded transaction number, waiting order number, date of the day, customer information and, if necessary, a part of the transaction information on the form 60. (Eg, amount of money) is printed (step S116).
[0049]
FIG. 10 shows that after receiving the personal authentication process, the customer information acquisition request, the transaction number numbering request, and the waiting number numbering request from the reception terminal device 10 in the management server 20, the processing result is transmitted to the reception terminal device 10. 9 is a flowchart showing the flow of processing of the management server until the process is returned.
[0050]
First, a connection is made from the reception terminal device 10 or the counter terminal device 30 to the management server 20 (step S201). Therefore, the management server 20 checks whether a connection has been made from the reception terminal device 10 or the counter terminal device 30 (step S202). Here, if the connection from the terminal device is not confirmed (Step S202; No), the process returns to Step S201, and the above processing is repeated.
[0051]
Conversely, if the connection from the terminal device is confirmed (step S202; Yes), it is checked whether the connection is a connection from the reception terminal device 10 (step S203). Here, if the connection is not a connection from the reception terminal device 10 (step S203; No), the processing shifts to the processing of the management server 20 in FIG. 12 described later (indicated by a circle A in the figure).
[0052]
Conversely, if the connection is from the reception terminal device 10 (step S203; Yes), the management server 20 receives the magnetic stripe information, the password, and the transaction information from the reception terminal device 10 (step S204). .
[0053]
Next, the received magnetic stripe information and password are transmitted by the management server 20 to the host 40 (step S205), and the host 40 is requested to authenticate the customer.
[0054]
Based on the magnetic stripe information and the password transmitted to the host 40, the customer is authenticated there, and if the customer is authenticated [(step S206; Yes), it is checked whether the password is OK in the figure. , The client information of the customer is sent from the host 40 (step S208). Conversely, if the personal authentication cannot be performed (step S206; No), the process is treated as an error process (step S207), and the management server 20 returns the personal authentication error to the reception terminal device 10, and ends the process there.
[0055]
After the personal authentication is performed and the customer information is received, the transaction number numbering request and the waiting number numbering request are issued from the reception terminal device 10 as described above. The transaction number and the waiting sequence number are numbered (step S209), and together with the customer information received from the host 40 and the transaction information received from the reception terminal device 10, the data storage unit 21 of the management server 20 These pieces of information are stored (Step S209 and Step S210).
[0056]
Thereafter, the management server 20 transmits the customer information, the transaction number, and the waiting order number to the reception terminal device 10 (Step S211).
[0057]
Finally, it is checked whether or not all the items requested from the reception terminal device 10 have been completed (step S212). If not completed (step S212; No), the process loops to the step S204, and Repeat the process. On the other hand, if all the processes have been completed (step S212; Yes), the process of the management server 20 ends there.
[0058]
FIG. 11 is a flowchart showing a flow of processing from the barcode reading process on the form 60 in the counter terminal device 30 to the execution of the counter process selected by the customer.
[0059]
Since the customer is called to the window in the order of the waiting order, the customer brings the form 60 on which a bar code or the like is printed as described above and moves to the specified window.
[0060]
Then, the operator of the counter terminal device 30 applies the barcode reader 36 to the barcode on the form 60 provided by the customer, so that the barcode is read by the counter terminal device 30 (step S301).
[0061]
It is checked whether the barcode has been successfully read (step S302). If the barcode has not been read (step S302; No), the process returns to step S301.
[0062]
Conversely, when the barcode is successfully read (Step S302; Yes), the barcode is decrypted, and the transaction number given to the transaction selected by the customer is obtained (Step S303).
[0063]
The contact terminal device 30 connects to the management server 20 (step S304), and the acquired transaction number is transmitted to the management server 20 (step S305).
[0064]
As shown in FIG. 12, which will be described later, the management server 20 retrieves the transaction information based on the transaction number received as described above and returns the corresponding transaction information and customer information. Customer information is received (step S306). Then, the received transaction information and the like are displayed on the screen of the counter terminal device 30 (step S307).
[0065]
In the window processing, if there is an item handwritten by the customer on the form 60, the customer is required to fill in the item, and the operator inputs the entry into the window terminal device 30 (step S308).
[0066]
Thereafter, the processing selected by the customer is executed by the counter terminal device 30 based on the transaction information (step S309).
[0067]
Finally, it is checked whether or not all the processes in the counter terminal device 30 have been completed (step S310). If the processes have not been completed yet (step S310; No), the process loops to step S309 and repeats the above processes. . On the contrary, if all the processes have been completed (Step S310; Yes), the process of the counter terminal device 30 ends there.
[0068]
FIG. 12 is a flowchart of the processing of the management server 20 after the request for obtaining customer information and transaction information from the counter terminal device 30 is received by the management server 20 and the processing result is returned to the counter terminal device 30. It is a flowchart which shows.
[0069]
As described above, when the management server 20 performs the processing up to step S203 and determines that the connection is from the counter terminal device 30, the transaction number read and decoded by the barcode reader 36 is used as the counter terminal device. It is received from the device 30 (step S401). In the management server 20, transaction information in the data storage unit 21 is searched based on the transaction number (step S402).
[0070]
Thereafter, the customer information and the transaction information corresponding to the transaction number are read from the data storage unit 21, and the information is transmitted to the counter terminal device 30 (step S403).
[0071]
Finally, it is checked whether or not all the items requested from the counter terminal device 30 have been completed (step S404), and if not completed (step S404; No), the process loops to step S401 and repeats the above. Repeat the process. On the other hand, if all the processes have been completed (step S404; Yes), the process of the management server 20 ends there.
[0072]
According to the configuration of the present embodiment described above, according to the type of transaction processing selected by the customer at the reception terminal device 10, the customer information and transaction information required at the time of the window processing of the financial institution are unique at the time of reception. The transaction number is stored together with the transaction number in the data storage unit 21 of the management server 20. At this time, the form 60 used for the transaction processing includes a bar-coded transaction number readable by the bar code reader 36. Printing processing will be performed. The customer looks at the waiting order number printed together on the form 60 and submits the form 60 when the turn of the window processing has come around, and the window operator sends it to the window terminal device. By reading the barcode with a barcode reader 36 provided in 30 and interpreting the barcode as a transaction number, necessary customer information and transaction information corresponding to the transaction number are read from the management server 20. Processing required for a customer-selected transaction based on this information is displayed on the screen of the terminal device 30.
[0073]
Therefore, once the customer performs the customer authentication process at the reception terminal device 10 to acquire the customer information corresponding thereto, and selects or inputs the required transaction type and the transaction information, at the counter, By having the barcode reader 36 read the barcode representing the transaction number printed on the form 60 at the time of the reception, most of the items necessary for the customer's transaction processing at the counter are input, and the counter operator The information entered is minimal (and may not be necessary). Therefore, it is possible to respond to various kinds of transactions desired by the customer, and also to prevent the occurrence of erroneous writing and input errors, thereby improving the convenience for the customer and improving the working efficiency for the counter operator. Become.
[0074]
It is to be noted that the window processing system of the present invention is not limited to the above-described embodiment, and it is needless to say that various changes can be made without departing from the gist of the present invention.
[0075]
【The invention's effect】
As described above, according to the window processing system and window processing method according to claims 1 to 10 of the present invention, it is possible to cope with various window transaction processes desired by the customer, and to prevent the occurrence of erroneous writing and input errors. As a result, the convenience for the customer can be improved, and also the window operator can have an excellent effect of improving the work efficiency.
[Brief description of the drawings]
FIG. 1 is an explanatory diagram showing a configuration of a window processing system according to the present invention installed in a financial institution so as to be used when a customer performs window processing.
FIG. 2 is a block diagram showing a circuit block configuration of a reception terminal device 10;
FIG. 3 is a block diagram showing a circuit block configuration of a counter terminal device 30.
FIG. 4 is a screen configuration explanatory view showing a window transaction selection screen displayed on a touch panel 15;
FIG. 5 is an explanatory diagram showing a screen configuration on the touch panel 15 for prompting insertion of a cash card 50 and input of a personal identification number.
FIG. 6 is a screen configuration explanatory diagram showing a configuration of a reception processing end screen displayed on the touch panel 15.
FIG. 7 is an explanatory diagram showing a printing process result printed on a form 60 when a customer selects a deposit withdrawal process.
FIG. 8 is an explanatory diagram showing a print processing result printed on a form 60 when the customer selects the transfer processing.
FIG. 9 is a flowchart showing a flow of processing from selection of a transaction by a customer to processing for issuing and printing a form 60 in the reception terminal device 10;
FIG. 10 is a flowchart showing a process flow of the management server 20 after receiving various processing requests from the reception terminal device 10 in the management server 20 until the processing result is returned to the reception terminal device 10.
FIG. 11 is a flowchart showing a flow of processing from reading a barcode on a form 60 in the counter terminal device 30 to executing a counter process selected by the customer.
FIG. 12 is a flowchart of a process performed by the management server 20 after a request for acquiring customer information and transaction information from the counter terminal device 30 is received by the management server 20 and the processing result is returned to the counter terminal device 30. It is a flowchart which shows.
[Explanation of symbols]
10 Reception terminal device
11 CPU
12 ROM
13 RAM
14 Input interface
15 Touch panel
16 Card Reader
17 Output interface
18 Printing section
19 Communication circuit
20 Management server
21 Data storage unit
30 counter terminal equipment
31 CPU
32 ROM
33 RAM
34 HDD
35 Input Interface
36 Barcode reader
37 Output interface
38 Printer
39 Communication circuit
40 hosts
50 cash card
60 reports

Claims (10)

It has a reception terminal device, a counter terminal device, and a management server that manages various data used between these terminal devices,
The reception terminal device is provided with at least a printing unit, performs a customer authentication process, a customer information acquisition request and a transaction number numbering request with the management server, and obtains customer information obtained by the request. And, based on the transaction number and the transaction information obtained from the customer, a form printing process including printing of a readable transaction number is performed,
The management server performs a customer authentication process, a search and output of customer information, and a transaction number assigning process in response to a request from the reception terminal device, and outputs the processing results to the reception terminal device. The transaction information sent from the reception terminal device is stored together with the information, and when the transaction number is received from the counter terminal device, the corresponding customer information and transaction information are output to the counter terminal device. ,
The counter terminal device is provided with at least reading means, and the transaction number printed on the form is read by the reading means and sent to the management server, so that the customer information and A counter processing system wherein transaction information is received, and a display process of the information or an arbitrary process based on the information is performed. At the same time as the transaction numbering process by the management server, the waiting sequence numbering process is also performed. The window processing system according to claim 1, wherein: 3. The printing process of the encoded transaction number which can be read by the reading means of the teller terminal device is performed during the form printing process of the transaction number by the reception terminal device. Window processing system. The counter processing system according to claim 3, wherein a bar-coded transaction number is used as the encoded transaction number. 5. The window processing system according to claim 1, wherein customer information stored in another computer is used when the management server searches for customer information. Window processing performed between a reception terminal device provided with at least a printing unit, a window terminal device also provided with at least a reading unit, and a management server that manages various data used between these terminal devices. A method in which a customer authentication process, a customer information acquisition request, and a transaction number numbering request are made with the management server by the reception terminal device, and the customer information and transaction number obtained by the request. And based on the transaction information obtained from the customer, a step of performing a form printing process including printing of a readable transaction number is performed,
A step in which the management server performs a customer authentication process, a search and output of customer information, and a transaction number assigning process in response to a request from the reception terminal device, and the processing results are output to the reception terminal device. And the step of storing the transaction information sent from the reception terminal together with the information, and the step of receiving the transaction number from the counter terminal so that the corresponding customer information and transaction information can be stored in the counter. And outputting to the terminal device.
By the counter terminal device, the transaction number printed on the form is read by the reading means, and the steps sent to the management server, and corresponding customer information and transaction information are received from the management server based on the step, and And a step of performing an arbitrary process based on the information. At the same time as the transaction numbering process by the management server, the waiting sequence numbering process is also performed. 7. The window processing method according to claim 6, wherein: 8. The printing process of the encoded transaction number which can be read by the reading means of the teller terminal device is performed at the time of the transaction number form printing process by the reception terminal device. Window processing method. 9. The window processing method according to claim 8, wherein a bar-coded transaction number is used as the encoded transaction number. 10. The window processing method according to claim 6, wherein customer information stored in another computer is used when the management server searches for customer information.

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