JP2007207032A - Management system for cash processing machine - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a management system of a cash processing machine for consolidating cash processing machines installed in each store of a financial institution by a management center, and for strictly managing a person in charge of operation, and for more efficiently acquiring information from the management center. <P>SOLUTION: In this management system of a cash processing machine, a cash processing machine installed in the store of the financial institution for carrying out transaction processing such as the payment/reception processing of cash on the basis of preliminarily set setting information and the management device of a control center equipped with a setting information storage part for storing the setting information for controlling the cash processing machine are connected by a communication means, wherein the setting information set by the setting information storage part of the management device is acquired by the cash processing machine for executing the transaction processing. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a management system for a cash processing machine installed in a financial store (branch, sales office, etc.) of a financial institution such as a bank or post office, and in particular, a management center (or headquarters, head office, etc.) of a financial institution. ), For example, an automated teller machine (ATM) for depositing / withdrawing cash, a teller machine (TM: Tellers Machine) for depositing / withdrawing cash at the counter, The present invention relates to a cash handling machine management system in which cash is sent to a cashier or the like that manages cash by communication means, and the cash handling machine is managed on the management center side.

  As a system for centrally managing cash processing machines installed in financial stores at a management center, a management system as disclosed in JP-A-2002-133094 (Patent Document 1) has been proposed. FIG. 7 shows an example of the configuration, and the counting means (host computer) 21 includes an automatic teller machine of financial stores (branches, sales offices, etc.) 10 (A, B,...) Operating financial services. 11 (111, 112,...) And a depositing / dispensing machine 12 (121, 122,...) Are connected so as to be able to transmit and receive, and a cashier 13 and a change machine 14 are also connected so as to be able to transmit and receive. The teller machine 13 manages cash in the store in addition to the cash in the safe 15 and the cash storage shelf 16 held by the attendant. The financial stores A, B,... Have almost the same configuration, and the financial store 10 has an automatic cash dispenser 11 (111, 112,...) As an online machine that requires management of customer account information and the like. Is installed on the service floor, etc., and the deposit / withdrawal machine 12 (121, 122,...) Is installed at the financial service window, and the teller machine 13 is installed as an offline machine that does not require management of customer account information and the like. On the service floor or the like, a change machine 14 is installed, and cash data such as a safe 15 or a hand-held cash storage shelf 16 held by an attendant is input to the cashier 13 every time money is transferred. The data of the online machine and the offline machine is appropriately transmitted to the counting means 21 of the center 20, and a database 23 is connected to the counting means 21, and the totalized and registered data is printed out by a printer, and the data is tightened. The top book 22 is automatically created.

JP 2002-133094 A JP-A-7-37009

  According to the management system described in Patent Document 1, the financial store can be operated for a long time, and the center can check the data of the financial store, the amount of cash, etc. at any time, and the contents tabulated by the counting means The center can be printed and output, and the center can share and manage the same information as the financial store.

  However, in the management system described in Patent Document 1, the technical maintenance staff changes the settings of the cash processor parameters, etc. as part of the maintenance work, for example, once every three months, or manages the offices of each branch office, etc. Have changed their settings. For this reason, as part of the maintenance work by the technical maintenance personnel, it is difficult to reflect the setting information in a timely manner on the day when an event such as a personnel change occurs. In addition, when making an independent change at a branch, there is a problem that the contents of the setting change cannot be grasped at the management center and the person in charge of the cash processing machine cannot be managed. In other words, cash handling machines handle a large amount of cash, but are not managed by the person in charge of the operation, so there are many security problems in terms of cash handling. There is a possibility that unification of business operations may not be achieved due to differences in the setting information of cash processing machines.

  On the other hand, a transaction system has been proposed that extends the handling time of an automatic transaction device such as a cash processing machine without extending the online service time of the host device (Patent Document 2). It does not solve the problem, there are many security problems in terms of cash handling, and it cannot be used to unify business operations.

  The present invention has been made under the circumstances as described above, and the object of the present invention is to be able to centrally manage cash processors installed in each financial store from the management center, and to strictly manage the person in charge of operation. Another object of the present invention is to provide a cash handling machine management system capable of efficiently obtaining setting information from a management center.

  The present invention relates to a cash handling machine management system, and the above-mentioned object of the present invention is installed in a financial store and performs a transaction process such as a cash deposit / withdrawal process based on preset setting information, A setting information storage unit that stores setting information is provided, connected to a management device of a management center that manages the cash processing machine by communication means, and the setting information set in the setting information storage unit of the management device is This is achieved by obtaining the cash processing machine and performing the transaction processing.

  Further, the above object of the present invention is that the management apparatus includes a setting change unit that changes the setting information, or the cash processing machine includes a setting information acquisition unit, and is turned on. A setting information acquisition command is transmitted from the setting information acquisition means to the management device via the communication means, and the setting information set in the setting information storage unit is acquired as processing information, or The setting information includes a reflection date, and when the setting information is acquired, if the reflection date has passed, the setting information is acquired, or the program for operating the cash processor on the setting information Program version information is included, and by making the match with the program version of the cash processing machine a condition for obtaining the setting information, or in the setting information The model information indicating the type of the cash processing machine is included, and the use of the cash processing machine is permitted in the setting information by making the condition of the setting information acquisition a match with the model of the cash processing machine Or the setting information includes a reflection date, program version information of a program for operating the cash processing machine, and model information indicating the type of the cash processing machine. When the setting information is acquired, when the reflection date has passed and both the program version information and the model information match, by acquiring the setting information or by a confirmation instruction, By acquiring and storing processing information stored in a cash machine and displaying it, or by performing the confirmation instruction at any time or in a predetermined cycle, Alternatively, the management device compares the processing information acquisition means for acquiring processing information set in the cash processing machine, and the acquired processing information and the setting information stored in the setting information storage unit. The comparison unit and the display unit for displaying the comparison result, or the acquisition of the processing information by the processing information acquisition unit at any time or in a predetermined cycle, or the management device, In the comparison by the comparison means, the item is classified into an important item and an arbitrary item, and when there is a difference with respect to the important item, a warning is displayed, or the management device has a difference in the arbitrary item This is achieved more effectively by storing and updating the item of the cash processing machine in the setting information storage unit.

  The cash processing machine management system of the present invention includes a cash processing machine that performs transaction processing such as cash deposit and withdrawal processing based on setting information, and a management center management device that includes a setting information storage unit that stores setting information. Are connected by a communication means, and the cash processing machine acquires (downloads) the setting information set in the setting information storage unit to perform transaction processing. The management center manages the latest setting information, schedules it, and sends it to the cash processing machine at the financial store in a timely manner. The cash processing machine starts operation based on the transmitted setting information and performs transaction processing. .

  As a result, the cashier settings can be centrally managed on the management center side, and the latest setting information can be reflected at the same timing for all cashiers. Can be strictly managed. In addition, since cash processing machines such as cashiers can automatically command the management center's management device to set up-to-date information when the power is turned on, it is possible to perform strict setting work without any special operation on the cash processing machine side. it can.

  A cash processing machine management system according to the present invention is installed in a financial store of a financial institution such as a bank or a post office, and is used for deposit / withdrawal processing based on setting information acquired from a management device of a management center (headquarters, head office, etc.). A cash processing machine (such as a cash machine) that performs transaction processing and a management device that includes a setting information storage unit that stores setting information are connected by communication means such as a network, and the setting information set in the setting information storage unit It can be acquired from a cash processor, and the cash processor performs transaction processing based on the acquired setting information (processing information). As setting information, the reflection date that becomes the personnel change date of the person in charge of operation, the program version information of the program that operates the cash processing machine, the model information that indicates the type of the cash processing machine, the authorized person that indicates the authorized person of the cash processing machine When the setting information is acquired, the reflection date has passed, and the setting information can be acquired when both the program version information and the model information match.

  As a result, the management center can centrally manage the setting of the processing information for the cash processing machine with the setting information, and can reflect the latest setting information at the same timing for all the cash processing machines. .

  Furthermore, in the present invention, since the latest setting information set in the management device of the management center is automatically acquired (downloaded) based on the power-on that is always performed when the cash processing machine starts work, the cash processing machine Strict processing information can be set without any particular operation on the side. The management center can check the processing information of the cash processor arbitrarily or periodically, and if the important items are different, alarm processing can be pointed out and the important items that must be applied can be pointed out to apply. If the items (customizable items) are different, the setting information of the management device is changed according to the processing information of the cash processor. For this reason, not all financial stores are managed unilaterally by the management center, and for the setting values of optional items such as the number of empty detections in the money storage unit, the business should be operated with the uniqueness of the financial store. Can do.

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

  FIG. 1 shows a configuration example of the present invention. A management device 110 is installed in a management center 100, and the management device 110 is connected to financial stores A and B via a communication interface 101 and a network 1. .

  The management device 110 includes a CPU (Central Processing Unit) 111 that performs overall control, and the CPU 111 stores setting information that is transmitted to the cash processor and necessary for transaction processing and management. A storage unit 112, a setting change unit 113 that changes the setting information stored in the setting information storage unit 112, and a storage unit that stores information transmitted from the cash processor or stores necessary information and data as appropriate 114, an input unit 115 for inputting setting information or inputting necessary instructions, a comparison unit 116 for comparing the setting information stored in the setting information storage unit 112 and the processing information from the cash processor, A display unit 117 that displays necessary information, operation guidance, and the like, and a processing information acquisition unit 118 that instructs the cash processing machine to transmit processing information are connected.

  In addition, the financial store (A) 200 is connected to a cashier 210, a money changer 220, a deposit / withdrawal machine 230, 231,... Via a communication interface 201. The cashier 210 has a safe 211 and a staff member. The cash data such as the hand-held cash storage shelf 212 held by is input every time the funds are transferred. Then, a setting information acquisition unit 210A for instructing to acquire setting information is provided for the cashier 210, and a setting information acquisition unit 220A for instructing acquisition of setting information for the money changer 220, and the depositing / dispensing machines 230, 231,. Are provided with setting information acquisition units 230A, 231A,... For instructing acquisition of setting information.

  In addition, the cash processing machine of the financial store 300 is also connected to the network 1, and in this example, a person in charge (operator of use) such as a cashier changes personnel between the financial store 200 and the financial store 300. explain.

  In such a configuration, the operation will be described with reference to the processing flowchart of FIG. Here, an example of managing the teller machine 210 of the financial store 200 will be described.

  In the setting information storage unit 112 in the management device 110 of the management center 100, program version information and model information, which are management information of the teller machine 210, are input and set via the input unit 115 (step S1). The reflection date, which is the change date of the person, is also set in the setting information storage unit 112 (step S2). Therefore, the setting information set in the setting information storage unit 112 is divided into, for example, a list of file names shown in FIG. 3 and specific setting information as shown in FIGS. 4 (A) and 5 (A). Yes.

  In the list of file names, as shown in FIG. 3, the model name, program version, and reflection date are set for each store number, and specific setting information is as shown in FIGS. 4 (A) and 5 (A). Each store stores a reflection date, program version information, model information, information necessary for transaction processing and management of a cash processing machine (used denomination, number of empty sheets, payment limit, etc.), and an operator. FIG. 4A is an example of model X (Teller machine) of the store number “001” and the reflection date is October 1, 2005. The person in charge of the operation is (1) Taro Yamada (001), (2) Jiro Inoue. (002), (3) Ichiro Sato (003),..., FIG. 5A shows an example of model X (Teller machine) of the store number “002” and the reflection date is October 1, 2005. The operators are (1) Saburo Tanaka (101), (2) Daisuke Suzuki (102), (3) Goro Okada (103), and so on.

  In addition, program version information, model information, and a person in charge of operation (permitted user) of a program for operating the teller machine 210 are set in advance in the teller machine 210 on the financial store 200 side (step S10). Then, when the power supply is started to operate the teller machine 210 (step S11), the setting information acquisition unit 210A automatically operates, and the management apparatus 110 is communicated via the communication interface 201, the network 1, and the communication interface 101. A setting information acquisition command is transmitted together with program version information and model information (step S12). Based on the transmitted setting information acquisition command, the management device 110 sets whether the reflection date in the setting information stored in the setting information storage unit 112 has passed, and the transmitted program version information and model information. It is determined whether or not it matches the setting information stored in the information storage unit 112 (step S3).

  At this time, the determination of the reflection date is determined that the update date exists if the reflection date has passed or the reflection date is the same day. For example, when the setting information shown in FIG. 4 (A) is scheduled as shown in FIG. 4 (B) due to a personnel change dated February 1, 2006, the teller machine 210 updates the information as of February 1st. It is reflected in the new setting, but it remains the original information until February 1st. In the example of FIG. 4B where the reflection date is February 1, 2006, the person in charge of the operation (2) Jiro Inoue (002) is changed to (2) Daisuke Suzuki (102). Further, in the example of FIG. 5B where the reflection date is February 1, 2006, the operator (2) Daisuke Suzuki (102) is changed to (2) Jiro Inoue (002).

  In the determination of the update information, in addition to the reflection date determination, both the program version information and the model information may be matched as an update condition, or a partial match (for example, the reflect date and the model information) may be updated. Anyway. The setting information in the setting information storage unit 112 is changed while viewing the screen of the display unit 117 by the setting changing unit 113 and the input unit 115.

  In the determination of the update information in step S3, if there is update information, the teller machine 210 of the financial store 200 downloads and acquires the corresponding information (step S4), whereby the teller machine 210 acquires the updated information. It sets as information for processing (Step S13). In the determination of the update information in step S3, if there is no update information, the teller machine 210 acquires information to that effect (step S5), or after that, or after the update operation in step S13. The processing operation is ready (step S14), and a preparation completion signal is transmitted to the management apparatus 110 together with the set processing information (step S15).

  The management device 110 compares the setting information stored in the setting information storage unit 112 with the processing information transmitted from the cashier 210 based on the transmitted preparation completion signal by the comparison unit 116 (step S6). If there is different information, an alarm is displayed on the screen of the display unit 117 (the different part is flashed or displayed in color), or an alarm is output with a sound or the like (step S7). When the setting information and the processing information match, the management apparatus 110 transmits an operation start command to the teller machine 210 (step S8), and after receiving the operation start command, the teller machine 210 starts operation. (Step S20).

  In the above-described embodiment, an example is shown in which the cash processing machine (teller machine 210) does not start operation unless the setting information and processing information match. Alternatively, the cash processing machine may be operable only by alarming that there is no match.

  As described above, the teller machine 210 is operated based on the setting information set in the management apparatus 110.

  Next, a case where the management apparatus 110 confirms and operates the processing information of the teller machine 210 will be described with reference to the processing flow of FIG.

  The management device 110 of the management center 100 first operates the processing information acquisition unit 118 to give a confirmation instruction (step S30), and transmits a confirmation instruction signal to the teller machine 210 (step S31). The confirmation instruction by the processing information acquisition unit 118 can be manually performed at any time, or can be automatically performed at a predetermined time and a predetermined cycle. Upon receipt of the confirmation instruction signal, the teller machine 210 sets processing information to be downloaded and acquired by the management apparatus 110 (step S40). The processing information downloaded by the management device 110 includes various items necessary for business operation in addition to the above-described program version information, model information, and the person in charge of the operation. 110 downloads and acquires (step S41). The management device 110 stores the processing information acquired from the teller machine 210 in the storage unit 114, and compares the setting information stored in the setting information storage unit 112 with the comparison unit 116 (step S32). This comparison is performed not only for the program version information, the model information, and the operator but also for each item. Each item is classified in advance into important items that must be applied by the store and optional items that can be customized.

  In this comparison, it is determined whether there is a different item (step S33). If there is no different item, the operation is continued as it is. If there is a different item, it is determined whether the item is an important item. Determination is made (step S34). If the different item is an important item, an alarm is displayed on the screen of the display unit 117 (the different part is blinked or displayed in color), or an alarm is output with a sound or the like (step S35). Thereby, the difference of information can be pointed out with respect to the financial store 100, and the management center 100 can manage the financial store 200 centrally. Further, since the different items are optional items when they are not important items, the contents of the optional items stored in the setting information storage unit 112 of the management apparatus 110 are changed to the contents set in the teller machine 210. Register (step S36). This is because it may be better to operate with information specific to the store.

  In addition, although the financial stores A and B were demonstrated above, the number of financial stores is arbitrary. Moreover, although the operation example with respect to the cashier 210 installed in the financial store has been described above, the same applies to the other money changers 220, deposit / withdrawal machines 230, 231 and the like. However, since cash processing machines such as ATMs that operate for 24 hours always operate with the power turned on, the setting information is acquired from the management apparatus 100 at a predetermined time or a predetermined cycle, not when the power is turned on. The command may be transmitted.

It is a block diagram which shows the structural example of this invention. It is a processing flowchart which shows the operation example of this invention. It is a figure which shows the example of the setting information set to the setting information storage part. It is a figure which shows the example of a setting information, and the example of a change of scheduling. It is a figure which shows the example of a setting information, and the example of a change of scheduling. It is a processing flowchart which shows the operation example of this invention. It is a block diagram which shows an example of the conventional management system.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Network 10, 200, 300 Financial store 11 Automatic cash dispenser 12, 230, 231 Deposit / withdrawal machine 13, 210 Cash machine 14, 220 Change machine 20 Center 100 Management center 101, 201 Communication interface 110 Management apparatus 111 CPU (central Arithmetic processing unit)
112 setting information storage unit 113 setting change unit 114 storage unit 115 input unit 116 comparison unit 117 display unit 118 processing information acquisition unit 210A, 220A, 230A, 231A setting information acquisition unit

Claims (14)

A cash processing machine installed in a financial store and performing transaction processing such as cash deposit and withdrawal processing based on preset setting information, and a setting information storage unit for storing the setting information, the cash processing machine The cash is connected to a management device of a management center to be managed by a communication means, and the cash processing machine acquires the setting information set in a setting information storage unit of the management device and performs the transaction processing. Processing machine management system. The cash management machine management system according to claim 1, wherein the management device includes setting change means for changing the setting information. The cash processing machine includes a setting information acquisition unit, and when the power is turned on, the setting information acquisition unit transmits a setting information acquisition command to the management device via the communication unit, and the setting information acquisition unit stores the setting information acquisition command. The cash handling machine management system according to claim 1 or 2, wherein the set setting information is acquired as processing information. The reflection date is included in the setting information, and the setting information is acquired when the reflection date has passed when the setting information is acquired. Cash processor management system. 5. The program version information of a program for operating the cash processing machine is included in the setting information, and the condition for obtaining the setting information is a match with the program version of the cash processing machine. Management system for the cash machine described. The cash according to any one of claims 1 to 5, wherein the setting information includes model information indicating a type of the cash processing machine, and the condition for obtaining the setting information is a match with a model of the cash processing machine. Processing machine management system. The management system of the cash processing machine in any one of Claim 1 thru | or 6 in which the use permission person information which shows the use permission person of the said cash processing machine is contained in the said setting information. The setting information includes a reflection date, program version information of a program for operating the cash processing machine, and model information indicating the type of the cash processing machine, and when the setting information is acquired, the reflection date has passed. 8. The cash handling machine management system according to claim 1, wherein the setting information is acquired when both the program version information and the model information match. The cash management machine management system according to any one of claims 1 to 8, wherein the management device acquires, stores, and displays processing information stored in the cash handling machine according to a confirmation instruction. The cash handling machine management system according to claim 9, wherein the confirmation instruction is performed at an arbitrary time or at a predetermined cycle. The management device compares processing information acquisition means for acquiring processing information set in the cash processing machine and the acquired processing information and setting information stored in the setting information storage unit. The cash processor management system according to claim 1 or 2, further comprising: means and display means for displaying a comparison result. 12. The cash handling machine management system according to claim 11, wherein acquisition of the processing information by the processing information acquisition means is performed at an arbitrary time or in a predetermined cycle. The cash processing machine according to claim 11 or 12, wherein the management device classifies comparison items by the comparison means into important items and optional items, and displays a warning when there is a difference between the important items. Management system. The cash management machine management system according to claim 13, wherein the management device stores and updates the cash handling machine item in the setting information storage unit when there is a difference in the optional item. .

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