JP2009086717A - Over-the-counter customer service processing system - Google Patents

Over-the-counter customer service processing system Download PDF

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JP2009086717A
JP2009086717A JP2007251770A JP2007251770A JP2009086717A JP 2009086717 A JP2009086717 A JP 2009086717A JP 2007251770 A JP2007251770 A JP 2007251770A JP 2007251770 A JP2007251770 A JP 2007251770A JP 2009086717 A JP2009086717 A JP 2009086717A
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transaction
customer
window
terminal
identification information
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JP5104167B2 (en
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Hiroyuki Yoshioka
博之 吉岡
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Oki Electric Industry Co Ltd
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Oki Electric Industry Co Ltd
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Abstract

<P>PROBLEM TO BE SOLVED: To prevent the illicit act of a person in charge of a financial institute which operates a counter terminal. <P>SOLUTION: The request of the calling of a customer including a counter terminal identification information is received from a counter terminal 2, and a transaction management database 5 is retrieved based on the counter terminal identification information, and the progressing circumstance information of the counter terminal 2 is extracted, and when any information showing that transaction is under processing is not included in the progressing circumstance information, an acceptance number in a standby state is extracted from the progressing circumstance information of the transaction management database 5, and a calling number indicator panel 6 is made to display the acceptance number, and the end of the transaction which has been performed by the counter terminal 2 is confirmed, and the acceptance of the new transaction of the customer is permitted. <P>COPYRIGHT: (C)2009,JPO&INPIT

Description

本発明は、銀行等の金融機関の営業店において顧客の来店を受け付ける受付端末および該顧客ならびに金融機関の係員の操作を受け付けて現金の入金や出金等の取引を行う窓口端末からなる窓口業務処理システムに関する。   The present invention relates to a window service comprising a reception terminal that accepts a customer's visit at a sales office of a financial institution such as a bank and a window terminal that accepts operations of the customer and a staff member of the financial institution to perform transactions such as cash deposit and withdrawal It relates to a processing system.

従来の窓口業務処理システムは、顧客の来店を受け付ける受付端末に設けたカメラで顧客の画像を撮影し、その顧客が窓口端末で取引を行うとき、その窓口端末の表示部に受付端末のカメラで撮影した顧客の画像を表示させて係員が受付端末で受け付けた顧客であることを確認し、取引を確実に行えるようにしているものがある(例えば、特許文献1参照)。
特開2004−240600号公報(段落「0016」〜段落「0025」、図1)
Conventional window business processing systems take images of customers with a camera provided at a reception terminal that accepts customer visits, and when the customer conducts transactions at the window terminal, the display of the window terminal uses the camera of the reception terminal. There is one that displays a photographed customer image and confirms that a customer is a customer accepted at a reception terminal so that a transaction can be reliably performed (for example, see Patent Document 1).
JP 2004-240600 A (paragraph “0016” to paragraph “0025”, FIG. 1)

しかしながら、上述した従来の技術においては、窓口端末を操作する金融機関の係員が顧客の現金を納付書等の帳票とともに預かり、その現金や帳票を窓口端末で適正に処理することなく、領収書を発行してその現金を窃取するなどの不正行為を防止することができないという問題があり、またそのような不正行為が行われた場合、その不正行為の発見および確認が困難であるという問題がある。   However, in the above-mentioned conventional technology, a staff member of a financial institution operating the window terminal keeps the customer's cash together with a form such as a payment slip, and the receipt is obtained without properly processing the cash or form at the window terminal. There is a problem that it is impossible to prevent fraud such as issuance and stealing the cash, and when such fraud is done, it is difficult to find and confirm the fraud .

本発明は、このような問題を解決することを課題とする。   An object of the present invention is to solve such a problem.

そのため、本発明は、顧客の来店を受け付けて受付番号が印刷された整理券を発行する受付端末と、受付番号に基づいて窓口に呼び出された顧客が希望する取引を行う窓口端末とを備えた窓口業務処理システムにおいて、受付端末で来店を受け付けた顧客に付与した受付番号、前記受付番号が付与された顧客が行う取引の進行状況を待機中、取引中、または取引終了として示す進行状況情報、および前記進行状況情報が取引中または取引終了を示す顧客の取引を受け付けた窓口端末を識別するための窓口端末識別情報を関連付けて格納する取引管理データベースと、付与した受付番号を前記取引管理データベースに格納するとともに前記進行状況情報および前記窓口端末識別情報を顧客の取引を受け付けた窓口端末から受信して前記取引管理データベースに格納し、窓口端末識別情報を含む顧客の呼出の依頼を窓口端末から受信し、該窓口端末識別情報に基づいて前記取引管理データベースを検索して該窓口端末の進行状況情報を抽出し、該進行状況情報に取引中を示す情報が含まれていないとき、前記取引管理データベースの進行状況情報が待機中の受付番号を抽出してその受付番号を呼出番号表示盤に表示させる管理サーバとを設け、前記管理サーバが、該窓口端末で行なわれていた取引の終了を確認して該窓口端末の新たな顧客の取引の受付を許可するようにしたことを特徴とする。   Therefore, the present invention includes a reception terminal that accepts a customer's visit and issues a numbered ticket printed with a reception number, and a window terminal that performs a transaction desired by the customer called to the window based on the reception number In the window business processing system, a reception number assigned to a customer who has received a store visit at a reception terminal, a progress status information indicating that the customer who has been given the reception number is in a waiting state, during a transaction, or as a transaction end, And a transaction management database for associating and storing window terminal identification information for identifying a window terminal that has received a transaction of a customer whose progress status information indicates that the transaction is in progress or the transaction has ended, and a given reception number in the transaction management database Storing and receiving the progress status information and the window terminal identification information from the window terminal that accepts a customer transaction; Stored in the database, receiving a customer call request including the window terminal identification information from the window terminal, and searching the transaction management database based on the window terminal identification information to extract the progress status information of the window terminal, A management server that extracts a reception number for which the progress information in the transaction management database is on standby and displays the reception number on a call number display board when the progress information does not include information indicating that the transaction is in progress; And the management server confirms the end of the transaction performed at the window terminal and permits the reception of a new customer transaction at the window terminal.

このようにした本発明は、窓口端末を操作する金融機関の係員の不正行為を防止することができ、また不正行為が行われた場合であってもその不正行為を容易に発見および確認することができるという効果が得られる。   The present invention as described above can prevent the fraudulent acts of the staff of the financial institution operating the counter terminal, and can easily detect and confirm the fraud even if the fraudulent acts are performed. The effect of being able to be obtained.

以下、図面を参照して本発明による窓口業務処理システムの実施例を説明する。   Embodiments of a window business processing system according to the present invention will be described below with reference to the drawings.

図1は実施例における窓口業務処理システムの構成を示すブロック図である。
図1において、1は受付端末であり、金融機関の営業店のロビーに設置され、来店した顧客の操作を受け付けて後述する窓口端末での取引の処理を待つための受付番号が印刷された整理券を発行するものである。
この受付端末1は前面に、液晶ディスプレイ等の表示部上にタッチパネル等の入力を受け付けるための操作部を備えた顧客操作表示部、カードの挿入を受付けるとともにそのカードを排出するカード挿入排出口、通帳の挿入を受け付けるとともにその通帳を排出する通帳挿入排出口、および整理券を発行するための整理券発行口が設けられている。
FIG. 1 is a block diagram showing a configuration of a window business processing system in the embodiment.
In FIG. 1, reference numeral 1 denotes a reception terminal, which is installed in the lobby of a financial institution's sales office, and is printed with a reception number for accepting an operation of a customer who has visited the store and waiting for transaction processing at a window terminal described later. A ticket is issued.
This reception terminal 1 has a customer operation display unit provided with an operation unit for receiving an input such as a touch panel on a display unit such as a liquid crystal display on the front surface, a card insertion discharge port for accepting card insertion and discharging the card, A passbook insertion / discharge port for accepting insertion of a passbook and discharging the passbook and a numbered ticket issuing port for issuing a numbered ticket are provided.

この顧客操作表示部は顧客の操作を誘導するための画面等を表示し、その画面に表示されたキーを指で触れることでタッチパネルを介してキー入力操作が行えるようになっている。
また、受付端末1はカード挿入排出口から挿入されたカードの磁気ストライプやICチップ等に記録された口座番号等の顧客を識別するための顧客識別情報を読取るカードリーダ部、通帳挿入排出口から挿入された通帳の磁気ストライプ等に記録された口座番号等の顧客を識別するための顧客識別情報を読取る通帳リーダ部、受付番号を整理券に印刷し、その整理券を整理券発行口から発行する整理券発行部、磁気ディスク、半導体メモリ等の記憶部、通信回線7を介して各種データの送受信を行う通信部、CPU(Central Processing Unit)、MPU(Micro Processing Unit)等の演算および制御を行う制御部等を備えるものである。
The customer operation display unit displays a screen for guiding the customer's operation, and a key input operation can be performed via the touch panel by touching a key displayed on the screen with a finger.
The reception terminal 1 also includes a card reader unit for reading customer identification information for identifying a customer such as an account number recorded on a magnetic stripe of a card inserted from a card insertion / extraction port or an IC chip, and a passbook insertion / extraction port. Passbook reader unit that reads customer identification information for identifying customers such as account numbers recorded on the magnetic stripe etc. of the inserted passbook, prints the receipt number on the numbered ticket, and issues the numbered ticket from the numbered ticket issuing slot Numbered ticket issuing unit, storage unit such as magnetic disk, semiconductor memory, communication unit that transmits and receives various data via communication line 7, CPU (Central Processing Unit), MPU (Micro Processing Unit) etc. The control part etc. to perform are provided.

2は窓口端末であり、金融機関の営業店の窓口に設置され、顧客と金融機関の係員が対面し、両者の操作を受け付けて顧客が希望する現金の入金や出金、振込等の取引を処理するものである。この窓口端末2はCPU等の演算および制御を行う制御部、磁気ディスク、半導体メモリ等の記憶部、液晶ディスプレイ等の表示部、カードリーダ付きキーボード等の操作部、液晶ディスプレイ等の表示部上にタッチパネル等の入力を受け付けるための操作部を備えた顧客操作表示部、顧客が取引内容等を記入した伝票を読取るスキャナ部、カードに記録された口座番号等の顧客識別情報を読取るカードリーダ部、通帳や伝票を印刷する通帳伝票プリンタ部、紙幣等の現金の入金および出金を行う現金処理部および通信回線7を介して各種データの送受信を行う通信部等を備えるものである。   2 is a counter terminal, installed at the counter of a financial institution's sales office, where customers and financial institution staff meet and accept both operations to conduct transactions such as cash deposits, withdrawals and transfers desired by the customer. It is something to process. The window terminal 2 is provided on a control unit that performs calculation and control of a CPU, a storage unit such as a magnetic disk and a semiconductor memory, a display unit such as a liquid crystal display, an operation unit such as a keyboard with a card reader, and a display unit such as a liquid crystal display. A customer operation display unit having an operation unit for receiving input such as a touch panel, a scanner unit for reading a slip in which a customer has entered transaction details, a card reader unit for reading customer identification information such as an account number recorded on a card, A passbook slip printer unit for printing a passbook and a slip, a cash processing unit for depositing and withdrawing cash such as banknotes, and a communication unit for transmitting and receiving various data via the communication line 7 are provided.

このように構成された窓口端末2は、係員の操作により顧客が持参した振込依頼書等の伝票をスキャナ部で読み取り、また顧客が持参したカードをカードリーダ部、顧客が持参した通帳の磁気ストライプを通帳伝票プリンタ部で読み取り、さらに持参した現金を現金処理部で計数および収納して入金取引や振込取引等を行い、また現金処理部で計数して現金を払い出す出金取引等を行うものである。   The window terminal 2 configured as described above reads a slip such as a transfer request document brought by the customer by the operation of the attendant by the scanner unit, the card brought by the customer by the card reader unit, and the magnetic stripe of the passbook brought by the customer. The passbook slip printer unit reads the cash, and the cash processing unit counts and stores it for deposit and transfer transactions, and the cash processing unit counts and stores cash for withdrawals. It is.

また、記憶部には窓口端末2を識別するための窓口端末識別情報が予め記憶されているものとし、さらに窓口端末2を操作する係員が所持するカードから操作部が読取った係員を識別するための係員識別情報を記憶しているものとする。
なお、この窓口端末2は取引に伴って入金や出金される現金に金融機関の係員が手に触れることなく取引を行うことができるようになっている。
In addition, it is assumed that window terminal identification information for identifying the window terminal 2 is stored in the storage unit in advance, and for identifying a staff member read by the operation section from a card possessed by a staff member operating the window terminal 2 It is assumed that the clerk identification information is stored.
In addition, this window terminal 2 can perform a transaction, without the staff of a financial institution touching the cash withdrawn or withdrawn with a transaction.

3は役席端末であり、金融機関の営業店に設置され、窓口端末2で行う取引において支店長等の役席者の承認が必要であるとき、その役席者が承認作業を行うためのものである。
この役席端末3はCPU、MPU等の演算および制御を行う制御部、磁気ディスク、半導体メモリ等の記憶部、CRT、液晶ディスプレイ等の表示部、キーボード等の入力部および通信回線7を介して他の装置と送受信を行う通信部等で構成されたパーソナルコンピュータ等である。
3 is a seat terminal, which is installed at a financial institution's branch office, and when a staff member such as a branch manager needs to approve a transaction at the window terminal 2, the staff member performs an approval operation. Is.
The office terminal 3 is connected to a control unit that performs calculation and control of a CPU, MPU, etc., a storage unit such as a magnetic disk and a semiconductor memory, a display unit such as a CRT and a liquid crystal display, an input unit such as a keyboard, and a communication line 7. A personal computer or the like composed of a communication unit or the like that performs transmission and reception with other devices.

4は管理サーバであり、金融機関の営業店に設置され、CPU等の演算手段を含む制御手段、磁気ディスク、半導体メモリ等の記憶手段および通信手段等を備え、また通信回線2を介して他の機器と相互に通信可能に接続されている。
5は取引管理データベースであり、管理サーバ4の記憶手段に備えられ、営業店に来店した顧客の受付や窓口端末2で行なわれる取引の進行状況を管理するとともにその取引の履歴を記録するためのものである。
Reference numeral 4 denotes a management server, which is installed in a financial institution's sales office and includes control means including arithmetic means such as a CPU, storage means such as a magnetic disk and semiconductor memory, and communication means. Are connected to each other so that they can communicate with each other.
A transaction management database 5 is provided in the storage means of the management server 4 for managing the reception of customers who have visited the sales office and the progress of transactions performed at the window terminal 2 and recording the transaction history. Is.

ここで取引管理データベース5を図2の実施例における取引管理データベースの構成を示す説明図に基づいて説明する。
図2において、51は受付番号であり、受付端末1で顧客の来店を受け付けた順位を示すものであり、受付端末1の整理券発行部で整理券に印刷する番号である。
52は顧客識別情報であり、顧客が持参したカードや通帳の磁気ストライプ等に記録された口座番号等の顧客を識別するための情報である。
Here, the transaction management database 5 will be described based on an explanatory diagram showing the configuration of the transaction management database in the embodiment of FIG.
In FIG. 2, reference numeral 51 denotes a reception number, which indicates the order of reception of customer visits at the reception terminal 1, and is a number printed on a numbered ticket by the numbered ticket issuing unit of the reception terminal 1.
Reference numeral 52 denotes customer identification information, which is information for identifying a customer such as an account number recorded on a card brought by the customer or a magnetic stripe of a bankbook.

53は来店目的情報であり、窓口端末2で行うことを希望する取引の種別を示す情報である。この来店目的情報53は、例えば入金取引を示す「入金」、出金取引を示す「出金」、振込取引を示す「振込」等である。
受付端末1は営業店に来店した顧客の操作により希望する取引の種別を来店目的情報として入力を受け付け、また挿入されたカードや通帳から口座番号等の顧客識別情報を読取るとその来店目的情報および顧客識別情報とともに顧客の来店を受け付けた旨の通知を管理サーバ4へ送信する。その通知を受信した管理サーバ4は受付番号を付与して受付番号51に格納し、その受付番号に関連付けて受信した来店目的情報を来店目的情報53、顧客識別情報を顧客識別情報52にそれぞれ格納する。
Reference numeral 53 denotes store visit information, which is information indicating the type of transaction desired to be performed at the window terminal 2. The store visit purpose information 53 includes, for example, “deposit” indicating a deposit transaction, “withdrawal” indicating a withdrawal transaction, “transfer” indicating a transfer transaction, and the like.
The reception terminal 1 accepts input of the type of transaction desired by the operation of the customer who has visited the store as visit purpose information, and when customer identification information such as an account number is read from the inserted card or passbook, the visit purpose information and A notification that the customer visit has been received is transmitted to the management server 4 together with the customer identification information. The management server 4 that has received the notification assigns a receipt number and stores it in the receipt number 51, stores store visit purpose information received in association with the receipt number, and stores customer identification information in the customer identification information 52. To do.

54は進行状況情報であり、来店を受け付けた顧客の取引、すなわち来店目的情報53で示される取引の進行状況を示す情報である。この進行状況情報54は、例えば窓口端末2における取引の実行を待機していることを示す「待機中」、窓口端末2における取引の実行を開始したことを示す「取引中」、窓口端末2における取引の実行を終了したことを示す「取引終了」、待機している顧客を呼び出したがその顧客が窓口に現れないため取引を取り消したことを示す「取引取消」等である。   Reference numeral 54 denotes progress information, which is information indicating the progress of the transaction of the customer who has accepted the store visit, that is, the store visit purpose information 53. The progress status information 54 includes, for example, “waiting” indicating that the transaction is being performed at the window terminal 2, “in progress” indicating that the transaction is being performed at the window terminal 2, For example, “transaction end” indicating that the execution of the transaction has been completed, “transaction cancellation” indicating that the customer who has been waiting has been called but the customer does not appear at the window and the transaction has been cancelled.

55は窓口端末識別情報であり、来店を受け付けた顧客の取引を行う窓口端末2を識別するための情報である。
56は係員識別情報であり、来店を受け付けた顧客の取引を行う窓口端末2を操作する係員を識別するための情報である。
管理サーバ4は、来店を受け付けた顧客の取引を行う窓口端末2から窓口端末識別情報および係員識別情報を受信し、その窓口端末識別情報および係員識別情報を受付番号51に関連付けて窓口端末識別情報55および係員識別情報56にそれぞれ格納する。
Reference numeral 55 denotes window terminal identification information, which is information for identifying the window terminal 2 that performs a transaction for a customer who has received a store visit.
Reference numeral 56 denotes clerk identification information, which is information for identifying a clerk who operates the window terminal 2 for dealing with a customer who has received a store visit.
The management server 4 receives the window terminal identification information and the staff identification information from the window terminal 2 that conducts the transaction of the customer who has received the store visit, associates the window terminal identification information and the staff identification information with the reception number 51, and the window terminal identification information. 55 and clerk identification information 56, respectively.

57は取引開始日時、58は取引終了日時であり、来店を受け付けた顧客の取引を窓口端末2で開始した年月日時分、その取引を終了した年月日時分を示す情報である。なお、取引が取消された場合、取引開始日時57は取引が取消された日時を示す(取引取消日時)。
59は取引内容であり、来店を受け付けた顧客の取引を窓口端末2で行った内容を示す情報である。
57 is a transaction start date and time, and 58 is a transaction end date and time, which is information indicating the date and time for starting customer transactions at the window terminal 2 and the date and time for ending the transaction. When a transaction is canceled, the transaction start date and time 57 indicates the date and time when the transaction is canceled (transaction cancellation date and time).
Reference numeral 59 denotes transaction content, which is information indicating the content of the customer terminal that has received a store visit performed at the window terminal 2.

管理サーバ4は、来店を受け付けた顧客の取引を行う窓口端末2から取引を開始した旨の通知を受信した年月日時分を取引開始日時57、取引を終了した旨の通知を受信した年月日時分を取引終了日時58、行った取引の内容を取引内容59に受付番号51と関連付けてそれぞれ格納する。
このように取引管理データベース5は、受付番号51、顧客識別情報52、来店目的情報53、進行状況情報54、窓口端末識別情報55、係員識別情報56、取引開始日時57、取引終了日時58、および取引内容59で構成され、受付番号51に関連付けてそれぞれを記憶するものである。
The management server 4 receives the notice of the start of the transaction from the window terminal 2 that conducts the transaction of the customer who accepted the store visit, the date of the start of the transaction 57, and the date of the notification of the end of the transaction. The date and time are stored in association with the receipt number 51 in the transaction end date 58 and the transaction content 59 in the transaction content 59, respectively.
As described above, the transaction management database 5 includes the receipt number 51, customer identification information 52, store visit information 53, progress information 54, window terminal identification information 55, clerk identification information 56, transaction start date and time 57, transaction end date and time 58, and It consists of transaction contents 59 and stores each in association with the receipt number 51.

図1の説明に戻り、6は呼出番号表示盤であり、管理サーバ4から受付番号および取引可能な窓口端末2のカウンタ番号とともに顧客を呼び出す通知を受信するとその受付番号およびカウンタ番号を表示部に表示して顧客を取引可能な窓口端末2へ誘導するものである。この呼出番号表示盤6は、受付番号およびカウンタ番号を表示する表示部、CPU、MPU等の演算および制御手段、磁気ディスク、半導体メモリ等の記憶手段および通信手段等を備えるものである。   Returning to the description of FIG. 1, reference numeral 6 denotes a call number display board. When a notification for calling a customer is received from the management server 4 together with a reception number and a counter number of the window terminal 2 capable of dealing, the reception number and the counter number are displayed on the display unit. The information is displayed and the customer is guided to the window terminal 2 capable of dealing. The calling number display panel 6 includes a display unit for displaying a reception number and a counter number, calculation and control means such as a CPU and MPU, storage means such as a magnetic disk and semiconductor memory, communication means, and the like.

なお、金融機関の事務センタ等には図示しないホストコンピュータが設置されている。このホストコンピュータは顧客の口座毎の口座残高等を記憶するデータベースを備え、窓口端末2との間で入金、出金、振込等の取引電文の送受信を行い顧客の口座の残高不足等が発生しないことを確認して顧客の取引を成立させるか否か等を判定する。また、ホストコンピュータはCPU、MPU等の演算および制御手段、磁気ディスク、半導体メモリ等の記憶手段および通信手段等を備えるものである。   A host computer (not shown) is installed in an office center of a financial institution. This host computer is equipped with a database that stores account balances for each customer account, and exchanges transaction messages such as deposits, withdrawals, and transfers with the counter terminal 2 so that there is no shortage of customer account balances. It is determined whether or not the customer's transaction is finalized. The host computer includes arithmetic and control means such as a CPU and MPU, storage means such as a magnetic disk and semiconductor memory, and communication means.

上述したように窓口業務処理システムは受付端末1、窓口端末2、役席端末3、管理サーバ4、取引管理データベース5、および呼出番号表示盤6等で構成され、受付端末1、窓口端末2、役席端末3、管理サーバ4、取引管理データベース5、および呼出番号表示盤6は通信回線7を介して通信可能に接続されている。
上述した構成の作用について説明する。
As described above, the window business processing system is composed of the reception terminal 1, the window terminal 2, the officer's terminal 3, the management server 4, the transaction management database 5, the call number display panel 6, and the like, and the reception terminal 1, the window terminal 2, The board terminal 3, the management server 4, the transaction management database 5, and the call number display board 6 are connected via a communication line 7 so that they can communicate with each other.
The operation of the above configuration will be described.

図3は実施例における顧客呼出および取引処理の流れを示すフローチャートであり、図中Sで表すステップにしたがって窓口業務処理システムが行う顧客呼出および取引処理を説明する。
なお、以下に説明する各部の動作は、図示しないメモリや磁気ディスク等の記憶手段に格納されたプログラム(ソフトウェア)に基づいて図示しない中央処理装置等の制御手段により制御される。
FIG. 3 is a flowchart showing the flow of customer call and transaction processing in the embodiment, and the customer call and transaction processing performed by the window business processing system according to the step indicated by S in the figure will be described.
The operation of each unit described below is controlled by a control unit such as a central processing unit (not shown) based on a program (software) stored in a storage unit such as a memory or a magnetic disk (not shown).

S1a:受付端末1の顧客操作表示部は来店目的を入力するための画面を表示しているものとする。この画面は、「入金」、「出金」、「振込」、「定期預金」、「税公金」等の取引種目およびこれらの取引種目を選択することを促す案内文言等が表示されたものである。
営業店に来店した顧客は受付端末1を操作して来店目的である取引種目を選択するものとし、受付端末1の顧客操作表示部はその入力操作を受け付ける。
S1a: It is assumed that the customer operation display unit of the reception terminal 1 displays a screen for inputting the purpose of visiting the store. This screen displays transaction types such as “Deposit”, “Withdrawal”, “Transfer”, “Time deposit”, “Tax”, and guidance text that prompts you to select these transaction types. is there.
The customer who has visited the store operates the reception terminal 1 and selects the transaction type that is the purpose of the store visit, and the customer operation display unit of the reception terminal 1 receives the input operation.

S2a:来店目的である取引種目を選択する操作を受け付けると受付端末1の顧客操作表示部はカードまたは通帳の挿入を促す画面を表示し、顧客はカードまたは通帳をカード挿入排出口または通帳挿入排出口から挿入するものとする。
受付端末1のカードリーダ部または通帳リーダ部は挿入されたカードまたは通帳に記録された顧客識別情報を読取り、その後カードまたは通帳をカード挿入排出口または通帳挿入排出口から排出して顧客に返却する。
S2a: Upon accepting an operation for selecting a transaction type that is the purpose of visiting the store, the customer operation display unit of the reception terminal 1 displays a screen for prompting insertion of a card or passbook, and the customer inserts the card or passbook into the card insertion / exit port or passbook It shall be inserted from the exit.
The card reader unit or passbook reader unit of the reception terminal 1 reads the customer identification information recorded in the inserted card or passbook, and then discharges the card or passbook from the card insertion outlet or passbook insertion outlet and returns it to the customer. .

受付端末1は入力された来店目的の情報および読取った顧客識別情報を管理サーバ4へ送信する。
S3a:来店目的情報および顧客識別情報を受信した管理サーバ4は通番等の受付番号を取得する。
S4a:受付番号を取得するとその受付番号を取引管理データベース5の受付番号51に格納するとともにその受付番号51に関連付けて受信した来店目的情報および顧客識別情報を取引管理データベース5の来店目的情報53および顧客識別情報52にそれぞれ格納する。
The reception terminal 1 transmits the inputted store visit information and the read customer identification information to the management server 4.
S3a: The management server 4 that has received the store visit purpose information and the customer identification information acquires a reception number such as a serial number.
S4a: When the receipt number is acquired, the receipt number is stored in the receipt number 51 of the transaction management database 5, and the store visit purpose information and customer identification information received in association with the receipt number 51 are stored in the store management purpose information 53 of the transaction management database 5. Stored in the customer identification information 52 respectively.

来店目的情報および顧客識別情報を取引管理データベース5の来店目的情報53および顧客識別情報52に格納すると管理サーバ4は取得した受付番号を受付端末1へ送信する。
S5a:受付番号を受信した受付端末1の整理券発行部はその受付番号を整理券に印刷して顧客に発行する。
When store visit information and customer identification information are stored in the store visit information 53 and customer identification information 52 of the transaction management database 5, the management server 4 transmits the acquired reception number to the reception terminal 1.
S5a: The numbered ticket issuing unit of the reception terminal 1 that has received the reception number prints the reception number on the numbered ticket and issues it to the customer.

顧客はその整理券を受取り、整理券に印刷された受付番号が呼出番号表示盤6に表示されるまで待機する。
このようにして受付端末1は来店する顧客を順次受付け、また管理サーバ4は受付端末1から受信した来店目的情報および顧客識別情報に受付番号を付与して取引管理データベース5に格納する。
The customer receives the numbered ticket and waits until the receipt number printed on the numbered ticket is displayed on the call number display board 6.
In this way, the reception terminal 1 sequentially receives customers visiting the store, and the management server 4 assigns a reception number to the store visit purpose information and customer identification information received from the reception terminal 1 and stores them in the transaction management database 5.

なお、顧客は待機中に必要に応じて伝票等へ必要事項の記入や押印を済ませておくものとする。
S6a:一方、窓口では係員が顧客との取引業務を実行しており、その取引業務が終了すると係員は窓口端末2で次に取引を行う顧客を呼び出す操作を行う。
次の顧客を呼び出す操作を受け付けた窓口端末2は、窓口端末2を識別するための窓口端末識別情報とともに顧客の呼び出しを行う旨を管理サーバ4へ送信する。
It is assumed that the customer completes necessary items on the slip or the like as needed during standby.
S6a: On the other hand, the clerk is executing a transaction business with the customer at the window, and when the transaction service is completed, the clerk performs an operation of calling the customer who will perform the next transaction at the window terminal 2.
The window terminal 2 that has received an operation for calling the next customer transmits to the management server 4 that the customer is called together with window terminal identification information for identifying the window terminal 2.

S7a:顧客の呼び出しを行う旨を受信した管理サーバ4は取引管理データベース5の進行状況情報54が「取引中」である窓口端末識別情報55を抽出し、その窓口端末識別情報55に窓口端末2から受信した窓口端末識別情報が含まれているか否かを判定する。すなわち、顧客の呼び出しを行う旨を送信した窓口端末が取引を終了しているか否かを判定する。   S7a: The management server 4 that has received the call to the customer extracts the window terminal identification information 55 whose progress status information 54 in the transaction management database 5 is “in transaction”, and sets the window terminal identification information 55 to the window terminal 2 It is determined whether the window terminal identification information received from is included. That is, it is determined whether or not the window terminal that has transmitted that the customer is called has ended the transaction.

抽出した窓口端末識別情報55に窓口端末2から受信した窓口端末識別情報が含まれていないと判定すると管理サーバ4は取引管理データベース5の進行状況情報54が「待機中」であり、最も小さい受付番号51を抽出し、その受付番号51を呼出番号表示盤6へ送信して新たな顧客の取引の受付けを許可するとともにその窓口端末2へ顧客を呼び出している旨を送信する。   If it is determined that the extracted window terminal identification information 55 does not include the window terminal identification information received from the window terminal 2, the management server 4 indicates that the progress status information 54 in the transaction management database 5 is “standby” and the smallest reception The number 51 is extracted, and the receipt number 51 is transmitted to the call number display board 6 to permit acceptance of a new customer transaction and to the effect that the customer is called to the window terminal 2 is transmitted.

呼出番号表示盤6は受信した受付番号51を表示するとともに図示しないスピーカで受付番号を音声出力して待機中の顧客を窓口へ呼び出す。
一方、抽出した窓口端末識別情報55に窓口端末2から受信した窓口端末識別情報が含まれていると判定すると管理サーバ4は顧客を呼び出すことができない旨をその窓口端末2へ送信し、顧客を呼び出すことなく受信した顧客の呼び出しを行う旨を破棄する。
The call number display board 6 displays the received receipt number 51 and outputs the receipt number by a speaker (not shown) to call a waiting customer to the counter.
On the other hand, if it is determined that the extracted window terminal identification information 55 includes the window terminal identification information received from the window terminal 2, the management server 4 transmits to the window terminal 2 that the customer cannot be called, and Discard the effect of calling the customer received without calling.

このようにすることにより取引を終了していない窓口端末2で待機中の顧客を呼び出すことができないようにすることができる。
S8a:呼び出した顧客が窓口に来ると係員は顧客から整理券や伝票等を受け取り、窓口端末2を操作して取引を開始する。係員の操作を受け付けて取引を開始した窓口端末2は受付番号、窓口端末識別情報、および係員識別情報とともに取引を開始した旨を管理サーバ4へ送信する。
By doing so, it is possible to make it impossible to call a waiting customer at the window terminal 2 that has not finished the transaction.
S8a: When the calling customer comes to the window, the clerk receives a numbered ticket or a slip from the customer, and operates the window terminal 2 to start a transaction. The window terminal 2 that has received the operation of the clerk and started the transaction transmits to the management server 4 that the transaction has been started together with the reception number, the window terminal identification information, and the clerk identification information.

S9a:管理サーバ4は受信した受付番号に関連付けて受信した窓口端末識別情報および係員識別情報を取引管理データベース5の窓口端末識別情報55および係員識別情報56にそれぞれ格納し、進行状況情報54を「取引中」、取引開始日時57に現在の日時を格納する。
S10a:取引を開始した旨を管理サーバ4へ送信した窓口端末2は顧客および係員の操作を受け付けて取引処理を行う。
S9a: The management server 4 stores the window terminal identification information and the staff identification information received in association with the received receipt number in the window terminal identification information 55 and the staff identification information 56 of the transaction management database 5, respectively. “Transaction”, the current date is stored in the transaction start date 57.
S10a: The window terminal 2 that has transmitted the fact that the transaction has started to the management server 4 receives the operation of the customer and the staff and performs the transaction process.

S11a:取引処理を終了すると窓口端末2は受付番号および行った取引の内容とともに取引を終了した旨を管理サーバ4へ送信する。
S12a:管理サーバ4は受信した受付番号に関連付けて受信した取引内容を取引管理データベース5の取引内容59に格納し、進行状況情報54を「取引終了」、取引終了日時58に現在の日時を格納する。
S11a: Upon completion of the transaction process, the window terminal 2 transmits to the management server 4 that the transaction has been completed together with the receipt number and the details of the transaction that has been performed.
S12a: The management server 4 stores the received transaction contents in association with the received receipt number in the transaction contents 59 of the transaction management database 5, stores the progress status information 54 as “transaction end”, and stores the current date and time in the transaction end date and time 58. To do.

このようにして顧客呼出および取引処理を行い、受付番号に関連付けて取引の開始日時、終了日時、取引内容、その取引を行った窓口端末識別情報および係員識別情報を取引管理データベース5に取引の履歴情報として格納する。
次に、上述した取引処理を例えば税公金取引として、図4の実施例における窓口端末で行う取引処理の流れを示すフローチャートのSで表すステップにしたがって説明する。
In this way, the customer call and transaction processing are performed, and the transaction start / end date / time, transaction details, window terminal identification information and clerk identification information for the transaction are associated with the reception number in the transaction management database 5. Store as information.
Next, the transaction process described above will be described as a tax public money transaction, for example, in accordance with the steps represented by S in the flowchart showing the transaction process flow performed at the window terminal in the embodiment of FIG.

S1b:窓口に呼び出された顧客は必要事項を記入した納付依頼書と納付書を係員に提示する。
S2b:係員はその納付依頼書・納付書を受領する。
S3b:窓口端末2は係員の操作により税公金取引が選択され、入金金額等の入力を受け付けて税公金取引を開始する。なお、窓口端末2は税公金取引を選択する操作を受け付けたとき、取引を開始した旨を管理サーバ4へ送信するものとする。
S1b: The customer who is called to the window presents a payment request form in which necessary information is entered and a payment form to the staff.
S2b: The clerk receives the payment request form / payment form.
S3b: The window terminal 2 selects the tax public money transaction by the operation of the staff, receives the input of the deposit amount, etc., and starts the tax public money transaction. When the window terminal 2 receives an operation for selecting a tax public money transaction, the window terminal 2 transmits to the management server 4 that the transaction has started.

S4b:窓口端末2は入力された入金金額を顧客操作表示部に表示し、顧客は表示された入金金額を確認する。
S5b:入金金額を確認した顧客は顧客操作表示部に表示された確認ボタンを押下して処理を次に進める。確認ボタンの押下を検知した窓口端末2の現金処理部は現金投入口を開放して現金の投入を待つ。顧客はその現金投入口へ持参した現金を投入するものとする。
S4b: The window terminal 2 displays the input deposit amount on the customer operation display unit, and the customer confirms the displayed deposit amount.
S5b: The customer who has confirmed the deposit amount presses the confirmation button displayed on the customer operation display unit and proceeds to the next process. The cash processing unit of the window terminal 2 that detects the pressing of the confirmation button opens the cash slot and waits for the cash. The customer shall insert the cash brought to the cash input.

S6b:現金の投入を検知した窓口端末2の現金処理部はその現金を計数する。
S7b:窓口端末2は計数した現金の金額を顧客操作表示部に表示し、顧客は計数結果であるその金額を確認して顧客操作表示部に表示された確認ボタンを押下して処理を次に進める。
S8b:確認ボタンの押下を検知した窓口端末2は金額を確定し、現金処理部は計数した現金を金庫に収納する。
S6b: The cash processing unit of the window terminal 2 that has detected the insertion of cash counts the cash.
S7b: The counter terminal 2 displays the counted amount of cash on the customer operation display unit, and the customer confirms the amount as a counting result and presses the confirmation button displayed on the customer operation display unit to perform the next process. Proceed.
S8b: The window terminal 2 that detects the pressing of the confirmation button determines the amount, and the cash processing unit stores the counted cash in the safe.

S9b:なお、釣銭がある場合、現金処理部は釣銭としての現金を現金支払口へ支払い、顧客はその釣銭を受領する。
S10b:顧客が釣銭を受領した後、納付書の領収書に押印する。
S11b:係員はその領収書を顧客に返却する。
S12b:顧客はその領収書を受領する。係員は窓口端末2で取引が完了した旨の入力操作を行うものとし、その操作を受け付けた窓口端末2は取引が終了した旨を管理サーバ4へ送信する。
S9b: If there is change, the cash processing unit pays cash as change to the cash payment port, and the customer receives the change.
S10b: After the customer receives the change, it stamps the receipt of the payment slip.
S11b: The clerk returns the receipt to the customer.
S12b: The customer receives the receipt. The clerk performs an input operation to the effect that the transaction is completed at the window terminal 2, and the window terminal 2 that has received the operation transmits to the management server 4 that the transaction has been completed.

このようにして顧客および係員は窓口端末2において取引を行うものとする。
次に、窓口業務処理システムが行う顧客呼出および取引取消処理を図5の実施例における顧客呼出および取引取消処理の流れを示すフローチャートのSで表すステップにしたがって説明する。
S1c〜S7c:図3におけるS1a〜S7aと同様なのでその説明を省略する。
In this way, the customer and the staff are assumed to conduct a transaction at the window terminal 2.
Next, the customer call and transaction cancellation process performed by the window business processing system will be described in accordance with the steps represented by S in the flowchart showing the flow of the customer call and transaction cancellation process in the embodiment of FIG.
S1c to S7c: Since they are the same as S1a to S7a in FIG.

S8c:顧客を呼び出してもその顧客が窓口に現れない場合、係員は顧客の呼出を取り消す操作を窓口端末2で行い、窓口端末2はその操作を受け付ける。顧客の呼出を取り消す操作を受け付けた窓口端末2は受付番号、窓口端末識別情報、および係員識別情報とともに顧客の呼出しを取消す旨、すなわち取引を取り消す旨を管理サーバ4へ送信する。
S9c:管理サーバ4は受信した受付番号に関連付けて受信した窓口端末識別情報および係員識別情報を取引管理データベース5の窓口端末識別情報55および係員識別情報56にそれぞれ格納し、進行状況情報54を「取引取消」、取引開始日時57および取引終了日時58に現在の日時を格納する。
S8c: If the customer does not appear at the window even if the customer is called, the clerk performs an operation to cancel the customer's call at the window terminal 2, and the window terminal 2 accepts the operation. Upon receiving the operation for canceling the customer call, the window terminal 2 transmits to the management server 4 the cancellation of the customer call, that is, the transaction cancellation, together with the reception number, the window terminal identification information, and the clerk identification information.
S9c: The management server 4 stores the window terminal identification information and the staff identification information received in association with the received receipt number in the window terminal identification information 55 and the staff identification information 56 of the transaction management database 5, respectively. The current date and time are stored in “transaction cancellation”, transaction start date and time 57 and transaction end date and time 58.

S10c:管理サーバ4は、受信した受付番号、窓口端末識別情報、および係員識別情報とともに取引が取り消された旨を役席端末3へ通知する。その役席端末3は取引が取り消された旨、受付番号、窓口端末識別情報、および係員識別情報を表示部に表示する。なお、取引が取り消された旨を役席端末3へ通知した受付番号に関連付けて通知済みである情報を取引管理データベース5に格納するものとする。   S10c: The management server 4 notifies the officer terminal 3 that the transaction has been canceled together with the received receipt number, window terminal identification information, and staff identification information. The officer's terminal 3 displays on the display section that the transaction has been canceled, the reception number, the window terminal identification information, and the staff identification information. It is assumed that information that has been notified in association with the receipt number notified to the officer terminal 3 that the transaction has been canceled is stored in the transaction management database 5.

役席端末3は操作者の操作を受け付けて取引取消一覧表を表示部に表示または図示しない印刷装置により印刷することができるようになっている。
この取引取消一覧表は図6に示すように取り消された受付番号、顧客識別番号、来店目的、窓口端末番号、係員氏名、取引取消日時等で構成されている。
取引取消一覧表を出力する操作を受け付けた役席端末3は取引取消一覧を要求する旨を管理サーバ4へ送信し、その旨を受信した管理サーバ4は取引管理データベース5の進行状況情報54を検索して「取引取消」の受付番号51、顧客識別情報52、来店目的情報53、窓口端末識別情報55、係員識別情報56、および取引開始日時57を抽出し、抽出したすべての受付番号51、顧客識別情報52、来店目的情報53、窓口端末識別情報55、係員識別情報56、および取引開始日時57をその役席端末3へ送信する。
The board terminal 3 can accept the operation of the operator and display the transaction cancellation list on the display unit or print it by a printing device (not shown).
As shown in FIG. 6, the transaction cancellation list includes a canceled reception number, a customer identification number, a purpose of visiting the store, a window terminal number, a staff member name, a transaction cancellation date and time, and the like.
The board terminal 3 that has received the operation to output the transaction cancellation list transmits to the management server 4 that the transaction cancellation list is requested, and the management server 4 that has received the notification displays the progress status information 54 in the transaction management database 5. The retrieval number 51 of “transaction cancellation”, customer identification information 52, store visit information 53, window terminal identification information 55, clerk identification information 56, and transaction start date / time 57 are extracted, and all the extracted reception numbers 51, Customer identification information 52, store visit purpose information 53, window terminal identification information 55, clerk identification information 56, and transaction start date and time 57 are transmitted to the officer terminal 3.

役席端末3は受信した受付番号51、顧客識別情報52、来店目的情報53を取引取消一覧表の受付番号、顧客識別番号、来店目的とし、窓口端末識別情報55および係員識別情報56を窓口端末番号および係員氏名に変換し、取引開始日時57を取引取消日時として出力するものとする。
なお、この取引取消一覧表は窓口端末2で操作を受け付けてその窓口端末2の表示部に表示するようにしてもよい。
The board terminal 3 uses the received reception number 51, customer identification information 52, and store visit purpose information 53 as the transaction cancellation list reception number, customer identification number, and store visit purpose, and uses the contact terminal identification information 55 and the staff identification information 56 as the contact terminal. It is assumed that the transaction start date / time 57 is output as the transaction cancellation date / time after conversion into the number and the clerk name.
The transaction cancellation list may be displayed on the display unit of the window terminal 2 by accepting an operation at the window terminal 2.

また、本実施例では、窓口端末2は係員が顧客の現金に触れることなく取引を行うもので説明したが、係員が顧客から現金を受け取って取引を行う窓口端末2やローカウンタの窓口端末2であってもよい。
このように窓口端末2において顧客を呼び出したが顧客の取引を行うことなく取引が取消された場合、その旨を役席端末3へ通知するようにしたことにより係員の不正行為を未然に防止することができる。
Further, in the present embodiment, the window terminal 2 has been described as the person in charge does the transaction without touching the customer's cash, but the window terminal 2 in which the person in charge receives the transaction from the customer and performs the transaction or the window terminal 2 of the low counter. It may be.
In this way, when the customer is called at the window terminal 2 but the transaction is canceled without performing the customer's transaction, the staff terminal 3 is notified of the fact, thereby preventing the cheating of the attendant. be able to.

また、窓口端末2において不正行為が行われた場合であっても取引取消一覧表を出力することにより、その不正行為を容易に発見および確認することができるようになる。
以上説明したように、本実施例では、取引を終了していない窓口端末2で待機中の顧客を呼び出すことができないようにすることにより、窓口端末2を操作する金融機関の係員の不正行為を未然に防止することができるという効果が得られる。
Moreover, even if a fraudulent act is performed at the window terminal 2, the fraudulent act can be easily found and confirmed by outputting the transaction cancellation list.
As described above, in this embodiment, by preventing the waiting customer from being called at the window terminal 2 that has not finished the transaction, the fraudulent act of the staff of the financial institution operating the window terminal 2 is prevented. The effect that it can prevent beforehand is acquired.

また、窓口端末2において取消された取引の一覧表を出力することができるようにしたことにより、仮に不正行為が行われた場合であってもその不正行為を容易に発見および確認することができるという効果が得られる。   In addition, since it is possible to output a list of canceled transactions at the window terminal 2, even if a fraudulent act is performed, the fraudulent act can be easily detected and confirmed. The effect is obtained.

実施例における窓口業務処理システムの構成を示すブロック図Block diagram showing the configuration of the window business processing system in the embodiment 実施例における取引管理データベースの構成を示す説明図Explanatory drawing which shows the structure of the transaction management database in an Example 実施例における顧客呼出および取引処理の流れを示すフローチャートFlowchart showing the flow of customer call and transaction processing in the embodiment 実施例における窓口端末で行う取引処理の流れを示すフローチャートThe flowchart which shows the flow of the transaction processing performed in the window terminal in an Example 実施例における顧客呼出および取引取消処理の流れを示すフローチャートThe flowchart which shows the flow of the customer calling and transaction cancellation processing in the embodiment 実施例における取引取消一覧表を示す説明図Explanatory drawing which shows the transaction cancellation table in an Example

符号の説明Explanation of symbols

1 受付端末
2 窓口端末
3 役席端末
4 管理サーバ
5 取引管理データベース
6 呼出番号表示盤
DESCRIPTION OF SYMBOLS 1 Reception terminal 2 Window terminal 3 Board terminal 4 Management server 5 Transaction management database 6 Call number display board

Claims (5)

顧客の来店を受け付けて受付番号が印刷された整理券を発行する受付端末と、受付番号に基づいて窓口に呼び出された顧客が希望する取引を行う窓口端末とを備えた窓口業務処理システムにおいて、
受付端末で来店を受け付けた顧客に付与した受付番号、前記受付番号が付与された顧客が行う取引の進行状況を待機中、取引中、または取引終了として示す進行状況情報、および前記進行状況情報が取引中または取引終了を示す顧客の取引を受け付けた窓口端末を識別するための窓口端末識別情報を関連付けて格納する取引管理データベースと、
付与した受付番号を前記取引管理データベースに格納するとともに前記進行状況情報および前記窓口端末識別情報を顧客の取引を受け付けた窓口端末から受信して前記取引管理データベースに格納し、
窓口端末識別情報を含む顧客の呼出の依頼を窓口端末から受信し、該窓口端末識別情報に基づいて前記取引管理データベースを検索して該窓口端末の進行状況情報を抽出し、該進行状況情報に取引中を示す情報が含まれていないとき、前記取引管理データベースの進行状況情報が待機中の受付番号を抽出する管理サーバとを設け、
前記管理サーバが、該窓口端末で行なわれていた取引の終了を確認して該窓口端末の新たな顧客の取引の受付を許可するようにしたことを特徴とする窓口業務処理システム。
In the window business processing system comprising a reception terminal that accepts a customer's visit and issues a numbered ticket printed with a reception number, and a window terminal that performs a transaction desired by the customer called to the window based on the reception number,
A reception number given to a customer who has received a store visit at the reception terminal, a progress information indicating that the customer who has been given the reception number is waiting for the progress of a transaction performed, a transaction, or the end of the transaction, and the progress information A transaction management database that associates and stores window terminal identification information for identifying a window terminal that has received a customer transaction indicating that the transaction is in progress or has ended;
Storing the granted receipt number in the transaction management database and receiving the progress status information and the window terminal identification information from the window terminal receiving a customer transaction, and storing it in the transaction management database;
A customer call request including window terminal identification information is received from the window terminal, the transaction management database is searched based on the window terminal identification information, and the progress status information of the window terminal is extracted. When the information indicating that the transaction is in progress is not included, a management server for extracting the reception number in which the progress status information of the transaction management database is on standby is provided,
A window business processing system, wherein the management server confirms the end of a transaction that has been carried out at the window terminal and permits the reception of a new customer transaction at the window terminal.
請求項1の窓口業務処理システムにおいて、
前記管理サーバが、顧客の取引の受付けた窓口端末から該取引を取消した旨の通知を受信したとき、その旨を役席者が操作する役席端末へ通知して表示させるようにしたことを特徴とする窓口業務処理システム。
In the window business processing system according to claim 1,
When the management server receives a notification that the transaction has been canceled from the window terminal that accepts the customer's transaction, the management server notifies and displays the notification to the officer terminal operated by the officer. Characteristic window business processing system.
請求項1または請求項2の窓口業務処理システムにおいて、
前記受付番号を付与した顧客を識別するための顧客識別情報、前記窓口端末識別情報で示される窓口端末を操作する係員を識別するための係員識別情報、該窓口端末で取引を開始した日時を示す取引開始日時、該取引を終了した取引終了日時、該取引の内容を示す取引内容を前記受付番号に関連付けて格納する取引管理データベースを設け、
前記管理サーバが、受付端末から受信した顧客識別情報および窓口端末から受信した係員識別情報、取引開始日時、取引終了日時ならびに取引内容を前記取引管理データベースに取引の履歴情報として格納するようにしたことを特徴とする窓口業務処理システム。
In the window business processing system according to claim 1 or claim 2,
Customer identification information for identifying the customer to whom the receipt number is assigned, clerk identification information for identifying a clerk operating the counter terminal indicated by the counter terminal identification information, and the date and time when the transaction is started at the counter terminal Providing a transaction management database for storing transaction start date and time, transaction end date and time when the transaction is terminated, and transaction content indicating the content of the transaction in association with the receipt number;
The management server stores the customer identification information received from the reception terminal and the clerk identification information received from the window terminal, the transaction start date and time, the transaction end date and time, and the transaction content as transaction history information in the transaction management database. A window business processing system characterized by
請求項3の窓口業務処理システムにおいて、
前記管理サーバが、顧客の取引の受付けた窓口端末から該取引を取消した旨の通知を受信したとき、前記取引管理データベースの進行状況情報に、該取引が取消されたことを示す取引取消を格納するようにしたことを特徴とする窓口業務処理システム。
In the window business processing system according to claim 3,
When the management server receives a notification that the transaction has been canceled from the window terminal that has accepted the transaction of the customer, a transaction cancellation indicating that the transaction has been canceled is stored in the progress status information of the transaction management database A window business processing system characterized by that.
請求項4の窓口業務処理システムにおいて、
前記管理サーバが役席端末から受信した要求に応じて前記取引管理データベースから取引取り消しを示す進行状況情報に関連付けられた受付番号および窓口端末識別情報を抽出して該役席端末へ送信し、該役席端末が受信した受付番号および窓口端末識別情報に基づいて取消された取引の一覧表を出力できるようにしたことを特徴とする窓口業務処理システム。
In the window business processing system according to claim 4,
In response to the request received from the officer terminal by the management server, the receipt number associated with the progress status information indicating transaction cancellation and the window terminal identification information are extracted from the transaction management database and transmitted to the officer terminal. A window business processing system characterized in that a list of transactions canceled based on the reception number and window terminal identification information received by the board terminal can be output.
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JP2013148978A (en) * 2012-01-17 2013-08-01 Hitachi Ltd Bank clerk support type counter reception system and counter processing method
JP2016118878A (en) * 2014-12-19 2016-06-30 グローリー株式会社 Electronic booking system and slip information management method
JP2016122330A (en) * 2014-12-25 2016-07-07 グローリー株式会社 Currency processing system

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