JP2008242630A - Officers approval condition setting system of branch office terminal in financial institution - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To solve a problem that in an operator processing system which connects a teller terminal and an officers terminal, initial setting of an operator approval condition comes to a serious operation, since all approval condition data of every operator have to be input into an operator approval condition database. <P>SOLUTION: This system is characterized by; having a database server which holds approval condition databases for each operator set up in a center; connecting the officers terminal which is LAN connected with each teller terminal of each branch office, and these terminals to the database server; having a storage part which acquires the approval condition data of itself from the database server by operator's log in the teller terminal; and setting up automatically to the approval condition database, an initial setting of approval conditions for each operator by each operator's managerial position classification with reference to a managerial position table which sets approval conditions by classification of managerial position. <P>COPYRIGHT: (C)2009,JPO&INPIT

Description

  The present invention relates to a position approval condition setting system according to the rank of an operator of a branch office terminal in a financial institution such as a bank.

  The processing of the counter terminal (cash processing device) by the operator of a conventional financial institution is ranked according to the position and status of the operator who is engaged in the operation, and the ranking is determined by each branch office. The office seats are set individually, and processing within the scope of work (approval condition setting value) according to the rank can be performed without the need for approval from the officers. For out-of-range processing, approval of the officer is required for each processing. As the approval condition, all approval condition data is set for each individual operator at the initial setting.

Here, when an operator with low ranking needs to be approved while working, the operator needs to go to the window terminal while operating the officer, and the officer Every time an approval operation occurs, you must go to the window terminal and approve it.
Therefore, as shown in FIG. 4 and FIG. 5, when the operator at the lower rank needs to approve the officer in the processing exceeding the approval condition setting value during the processing operation at the window terminal side, A means for notifying the seat terminal, a confirmation means for the officer confirming the operation details of the operator requiring approval at the officer terminal, and an approval from the operator requiring approval at the officer terminal When permitting a request, there is a technology provided with a password issuing means for issuing a password that is valid only once, thereby notifying approval information by transmission between the operator's window terminal and the office terminal. There exists a method (for example, refer patent document 1).
JP 11-259733 A

However, the above-described conventional technique has a problem that all the approval condition data of each operator must be input to the operator approval condition database at the time of initial setting of the operator approval conditions.
In addition, when setting approval conditions for window terminals, once the approval conditions are set, it is necessary to individually change all window terminals at the office of the branch office when changing the approval conditions. There is.

  An object of the present invention is to solve such a problem.

  Therefore, the present invention provides a database server that holds an approval condition database of each operator in the center, and connects the office terminal to each counter terminal of each sales office with the LAN, and connects these terminals to the database server. A storage unit that acquires the own approval condition data from the database server by logging in the operator, and referring to the position table in which the approval condition for the position classification is set according to the position classification of each operator in the approval condition database. The initial setting of approval conditions for each operator is automatically set.

In the present invention as described above, when the approval condition data of each operator is initially set in the center database server, the position of the approval condition determined in advance based on the position classification of the operator data of each operator received from the host It is possible to perform automatic setting with reference to the table, thereby preventing errors in setting approval conditions.
In addition, since the initial setting can be performed at night when there are no executive officers in the sales office, the processing efficiency is high.

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

FIG. 1 is a schematic explanatory diagram of an operator approval system.
In the figure, reference numeral 1 denotes a sales office, which includes a window terminal 2 operated by each operator and a board terminal 3 operated by a board member.
Reference numeral 4 denotes a center, which is connected to the sales office 1 through a public network, and has an approval condition database 51 of each operator in a database (DB) server 5. The approval conditions held by the operator approval condition database 51 are, for example, each operator's ID number, each operator's job title information, each operator's payment handling limit, etc., as shown in the figure.

Reference numeral 6 denotes a host, which holds operator data 61 in an operator database. The operator data includes a post table 52 that stores common approval conditions corresponding to the post of the operator.
Next, a processing system for the window terminal 2 and the executive office terminal 3 will be described with reference to the block diagram of FIG.

The window terminal 2 is controlled by a CPU (Central Processing Unit) 201. The CPU 201 controls each unit by being electrically connected to the display operation unit 202, the storage unit 203, and the communication control unit 204, respectively.
The storage unit 203 is provided with a memory for storing a control program for controlling each unit, and the CPU 201 controls each unit by reading the control program into the CPU 201.

In addition, the board terminal 3 is controlled by a CPU (Central Processing Unit) 301. The CPU 301 is configured to control each unit by being electrically connected to the display operation unit 302, the storage unit 303, and the communication control unit 304, respectively.
The storage unit 303 is provided with a memory for storing a control program for controlling each unit. The CPU 301 controls each unit by reading the control program into the CPU 301.

The approval function by the processing system of the present invention is as shown in FIG. That is, in the processing system of the present invention, it is assumed that a plurality of window terminals 2 are connected to the branch office LAN, and at least one office desk terminal 3 is connected.
The approval condition setting process with the above-described configuration will be described with reference to FIG.
At night, operator data 61 is transferred from the host 6 to the database server 5 of the center.

The control unit of the center database server 5 automatically initializes the approval conditions according to the job classification of each employee ID with reference to the job table 52 in which the approval conditions for each job classification are defined for the received operator data. .
The initially set operator information is registered in the operator approval condition database.
The operator approval condition data initially set in this way can be maintained from the executive office terminal 3 of the store. When maintenance is performed from the officer's seat terminal 3 and individual changes are made, an individual change flag is set. The initial setting operation performed at night may be performed uniformly for all operators so that the conditions are always cleared to the same conditions. If it is controlled not to do so, the condition once changed can be prevented from being automatically updated to the common approval condition.

When an operator inputs his / her ID number or the like to the window terminal 2 and logs in, the operator approval condition data of the operator held in the database (DB) server 5 of the center 4 can be taken out.
The acquired approval condition data is stored in the storage unit 203 of the window terminal 2.
Therefore, when the operator inputs the transaction content described in the transaction slip or the like to the display operation unit 202 in response to a transaction request from a customer who visited the sales office, the input condition and the approval condition in the storage unit 203 are set. If the CPU 201 determines that the approval condition is satisfied, the operator can immediately execute the transaction.

If the CPU 201 determines that the input condition is out of the approval condition, that is, if it matches or exceeds the transaction amount threshold, the transaction processing screen becomes impossible to continue, and an approval request screen appears on the screen. Is displayed, and approval information is transmitted to the officer's terminal 3 via the LAN via the communication control unit 204 by an operator's approval request operation.
The approval result is transmitted from the officer's seat terminal 3 to the window terminal 2, and if approval is possible, the processing screen for the transaction can be continued, and the operator immediately executes the transaction.

  If the approval result from the board terminal 3 to the window terminal 2 is not possible, the operator cannot immediately conduct the transaction, and the transaction is executed with the direct judgment of the officer in charge. At this time, if necessary, the officer can maintain the operator approval condition data stored in the window terminal 2 from the officer's seat terminal 3, thereby enabling the operator to perform the transaction. After resolving the reason that the seat approval is not possible, a request for approval for the seat may be made again.

  According to the present embodiment described above, when initial setting of the approval condition data of each operator in the center database server, based on the job classification of the operator data of each operator received from the host, for each predetermined job title It can be automatically set by referring to the title table of the approval conditions, and this makes it possible to make initial settings at night when there are no officers in the sales office and to prevent errors in setting approval conditions. Become.

In addition, since the operator's approval conditions can be changed from the officer terminal, the convenience of changing the approval conditions is improved.
In addition, since the approval condition data is stored in the database server of the center, the manager of the sales office can change it only when maintenance is necessary, and the operator can use which contact terminal of the sales office. However, the approval conditions can be acquired, and transactions can be made under the same conditions.

In addition, by holding the approval conditions for each operator in the database server at the center, the operator can acquire the approval conditions using any counter terminal of the sales office, and transactions can be performed under the same conditions. Become.
In addition, when changing the approval conditions, it is only necessary to change the data in the database server at the center, so it is possible to change the database from the office terminal, and to change all the conventional counter terminals individually. The effect is that no serious work is required.

Schematic explanatory diagram showing an example Explanatory diagram of window terminal and office terminal Processing flow chart of operator approval system Schematic explanatory diagram of the prior art Process flow diagram of conventional operator approval system

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Branch office 2 Window terminal 3 Board terminal 4 Center 5 Database server 51 Approval condition database 52 Position table 6 Host 61 Operator data 201 CPU
202 Display Operation Unit 203 Storage Unit 204 Communication Control Unit 301 CPU
302 Display operation unit 303 Storage unit 304 Communication control unit

Claims (4)

A database server that holds the approval condition database for each operator is set up in the center.
Executive office terminals connected to each counter terminal of each branch office via LAN, and these terminals connected to the database server,
It has a storage unit that acquires its own approval condition data from the database server by the operator's login at the window terminal,
The initial setting of each operator's approval condition is automatically set with reference to the position table in which the approval condition for the position classification is set according to the position classification of each operator in the approval condition database. Store terminal approval condition setting system for shop terminals. 2. The office terminal approval in a financial institution according to claim 1, wherein the office table is transferred from the host at night and the initial setting of the approval conditions of each operator is automatically set by referring to the office table at the center. Condition setting system. The system of claim 1, wherein the approval condition of the operator held in the database server can be changed from the officer terminal. In claim 3, when each operator has information indicating that the approval condition of the operator has been changed from the officer's terminal, and the information indicates that the approval condition of the operator has been changed from the officer's terminal, An office approval condition setting system for a branch office terminal in a financial institution that does not automatically set approval conditions for an operator.