JP2006260442A - Account management system and its method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an account management system performing an internal processing by using an account number different from an input account number or an displayed account number. <P>SOLUTION: An account management system comprises: a display means 101 displaying a screen wherein a first account number can be input; an input means 103 wherein the first account number should be input; a first conversion means 105 converting the first account number into a second account number; a data processing means 107 performing data processing based on the second account number and outputting the processing result; and a second conversion means 109 converting the second account number into the first account number; and an associating means 111 associating the processing result with the first account and allowing to display them together on the display means 101. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to an account management system and method used for managing an account in a financial institution such as a securities company or a bank.

In recent years, sales of insurance products, etc. at financial institutions have been partially lifted, and the target products tend to expand in the future. Therefore, it is necessary for financial institutions and insurance companies to appropriately manage insurance products. By the way, when the same insurance product is managed by an insurance company and a financial institution, the occurrence of contact traps and administrative processing burdens may increase due to differences in management systems. In order to avoid such an inconvenience, a technique using a table that stores a first number used in the first management system and a second number used in the second management system in association with each other is disclosed. (For example, refer to Patent Document 1).
JP 2003-108770 A

  However, for example, when using a table that stores a first customer number and a second customer number in association with each other, if a customer number including a department store number is used, each department store is closed. In addition, it is necessary to newly store the old customer number partially including the department number of the old department store and the new customer number partially including the department number of the new department store.

  At present, the number of department stores is changing due to the closure of branch offices due to the consolidation of financial institutions. However, each time the department store is changed, the process becomes complicated if the old customer number and the new customer number must be newly stored in association with each other. In addition, the reissue of all customer cards that are engraved with the customer number that includes the department number of the changed department store as a part, and the customer number that includes the department number of the department store as a part Re-acceptance of all existing documents may be necessary.

  A first feature of the present invention is an account management system, in which a display means for displaying a screen capable of inputting a first account number, an input means for inputting a first account number, and a first account number Is converted to a second account number, a data processing unit that performs data processing based on the second account number and outputs a processing result, and the second account number is converted to the first account number. There is provided a second conversion means for converting the data into a display means, and an association means for associating the processing result with the first account number so as to be displayed on the display means.

  According to the first feature of the present invention, the result of the data processing performed based on the second account number is displayed in association with the first account number instead of the second account number. That is, the account number to be input and the account number to be displayed are the first account number, but internally, data processing can be performed with the second account number.

  The best mode for carrying out the present invention will be described below with reference to the drawings. The following description is merely an example, and the technical scope of the present invention is not limited by the following description.

  FIG. 1 is a schematic configuration diagram showing an account management system according to an embodiment of the present invention. As shown in FIG. 1, the account management system includes a client terminal 100 and a server device 150. The client terminal 100 includes a display unit 101, a printing unit 102, and an input unit 103. The server apparatus 150 includes a first conversion unit 105, a data processing unit 107, a second conversion unit 109, an association unit 111, and a storage. Means 113 are provided.

  The display means 101 is, for example, a CRT display or a liquid crystal display, and displays an account number input screen, a data processing result display screen, and the like. An account input screen or the like is displayed when the web browser interprets a screen configuration file such as an HTML file.

  The input means 103 is, for example, a keyboard or a pointing device, and is used for inputting an account number or clicking a button on the screen.

  The first conversion means 105 converts the first account number into a second account number. The first account number is, for example, a 7-digit account number, and the second account number is, for example, an 11-digit account number.

  The data processing means 107 reads out various data corresponding to the account number, and calculates based on the read data. The data processing means 107 can deal only with the second account number and not the first account number.

  The second conversion means 109 converts the second account number into the first account number. The association unit 111 associates the data processing result read based on the second account number with the first account number. The storage means 113 stores various data such as transaction history associated with the second account number.

  FIG. 2 is a flowchart showing the flow of processing in the account management system shown in FIG. First, on the client terminal 100, a screen on which an account number can be input is displayed on the display means 101 (step S201), and a 7-digit account number (corresponding to the first account number) is input using the input means 103. (Step S203).

  Next, in the server device 150, the first conversion means 105 adds the 4-digit department number to the 7-digit account number and converts it to an 11-digit account number (corresponding to the second account number) (step S205). The data processing unit 107 performs data processing based on the 11-digit account number (step S207), and the second conversion unit 109 converts the 11-digit account number into a 7-digit account number (step S209). The association unit 111 associates the 7-digit account number with the data processing result (step S211). The “four-digit department number” means a department number having a maximum of four digits, and may be any one of 1-4 digits.

  Further, in the client terminal 100, the data processing result is displayed on the display unit 101 together with the 7-digit account number or printed by the printing unit 102 (step S213). The result of data processing may be displayed on the display unit 101 together with the 7-digit account number and printed by the printing unit 102.

  FIG. 3 is a diagram showing a flow of data such as an account number in the account management system shown in FIG. In FIG. 3, the account number “1234567” is input from the client terminal 100 and sent to the presentation logic (PL) 310. The first account number “1234567” is converted into the second account number “Δ0151234567” by the first conversion module (corresponding to the first conversion means) in the PL 310 and sent to the business logic (BL) 320. . The BL 320 searches and extracts the transaction history stored in the storage unit 330 using the second account number as a search key, and outputs it as a data processing result.

  When the data processing result is displayed using the display unit 101, the second account number “Δ0151234567” is changed to the first account number “1234567” by the second conversion module (corresponding to the second conversion unit) in the PL 310. And the data processing result is displayed in association with the first account number.

  When printing the data processing result using the printing unit 102, the second account number “Δ0151234567” is converted into the first account number “1234567” by the second conversion module in the BL 320, and the first account number The data processing result is printed in association with the number.

  FIG. 4 is a diagram for explaining the difference in program structure between when the first account number needs to be converted to the second account number and when there is no need for conversion. (A) shows a case where conversion is necessary, and (b) shows a case where conversion is not necessary.

  As shown in FIG. 4A, when conversion is required, the first account number “1234567” is input to the account number input screen 401, and when the send button 402 is clicked, the department number “15” is 1 account number “1234567” is read into the server program A, the second conversion number “151234567” is generated by the first conversion module, the department number “15” and the second account number “151234567” Based on this, main processing is performed and data output processing is performed.

  Further, as shown in FIG. 4B, when conversion is not necessary, the second account number “151234567” is input to the account number input screen 411, and when the transmission button 412 is clicked, the department number “15” is displayed. And the second account number “151234567” are read into the server program B, the main process is performed based on the department number “15” and the second account number “151234567”, and the data output process is performed.

  As is clear by comparing FIG. 4A and FIG. 4B, the server program A when the conversion from the first account number to the second account number is necessary and the server program when it is not necessary The difference from B is only the presence or absence of the first conversion module, and there is no need to change the other input data reading processing module, data output processing module, and main processing module.

  Finally, the purpose is to completely shift from the account number operation shown in FIG. 4A to the account number operation shown in FIG. 4B. Since it is difficult to change all screens and forms at once, the system corresponding to FIG. 4B is being prepared under the surface of the water while operating with the system corresponding to FIG. It is assumed that switching to FIG. Further, it is possible to gradually shift to the system corresponding to FIG. 4B gradually while coexisting the system corresponding to FIG. 4A and the system corresponding to FIG. 4B.

  In the example shown in FIG. 4B, the department number “15” displayed on the screen B411 matches the first two digits of the account number. It does not mean that the number represents the department number. That is, the account number itself is separated from the department number.

  If the department store that processes transactions related to the account with the account number “151234567” displayed on the screen B411 is changed, the account number is changed even if the number displayed in the department column of the screen B411 changes. The account number entered in the column remains “151234567” and is not changed. Even if the department store changes, the fact that there is no need to change the account number enables a quick response to the department store change.

  As described above, according to the present embodiment, both the input account number and the displayed account number are 7-digit account numbers, but internally, data processing can be performed with an 11-digit account number. . Further, when the input account number is changed to an 11-digit account number, the change of the server program is very slight.

It is a schematic structure figure showing an account management system concerning an embodiment of the invention. It is a flowchart which shows the flow of a process in the account management system shown in FIG. It is a figure which shows the flow of data, such as an account number in the account management system shown in FIG. It is a figure for demonstrating the difference in the program structure in the case where it is necessary to convert a 1st account number into a 2nd account number, and the case where conversion is not required.

Explanation of symbols

DESCRIPTION OF SYMBOLS 100 ... Client terminal 101 ... Display means 102 ... Printing means 103 ... Input means 105 ... 1st conversion means 107 ... Data processing means 109 ... 2nd conversion means 111 ... Corresponding means 109 ... Storage means

Claims (2)

Display means for displaying a screen capable of inputting a first account number;
Input means for inputting the first account number;
First conversion means for converting the first account number into a second account number;
Data processing means for performing data processing based on the second account number and outputting a processing result;
Second conversion means for converting the second account number into the first account number;
An account management system comprising: an association unit that associates the processing result with the first account number and enables display on the display unit. Displaying a screen on which a first account number can be entered;
Entering the first account number;
Converting the first account number to a second account number;
Performing data processing based on the second account number and outputting a processing result;
Converting the second account number to the first account number;
An account management method comprising the step of displaying the processing result and the first account number in association with each other on the display means.

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