JP2010072837A - Operation branch system, operation branch terminal, and notification document distribution method and server in operation branch system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To prevent an obstacle from being generated in a task due to an effect that a notification document is not delivered to a counter person in charge in the case of distributing the notification document. <P>SOLUTION: This operation branch system is provided with an operation branch terminal 1 and a notification document management server 17, and when the information of a type of transaction to be performed by counter transaction is input, the operation branch terminal 1 transmits the information of the transaction type to a notification document management server 17, and the notification document management server 17 reads a notification document corresponding to the received information of the transaction type, and transmits the notification document to the operation branch terminal 1, and the operation branch terminal 1 displays a content of the received notification document on a display screen. <P>COPYRIGHT: (C)2010,JPO&INPIT

Description

  The present invention relates to a sales office system and a sales office terminal that perform transactions such as payment of cash at a customer's request at a sales office counter of a financial institution, and in particular, to a counter staff who operates a sales office terminal with a notification document from a management department It relates to technology to communicate.

The conventional sales office system associates an electronic document as a notification document with information that defines a route for circulating the electronic document at the management terminal of the management department, and transmits the electronic document to the sales office terminal of the sales office. The information is circulated to each branch office terminal according to the route, and the management terminal acquires information on which branch terminal the electronic document has been circulated, so that the electronic document can be confirmed on the route. (For example, refer to Patent Document 1).
JP 2000-305867 (paragraphs “0035”-“0039”, FIG. 2)

However, in the above-described conventional technology, when an attendant who operates a branch office terminal cannot browse the circulation, the electronic document is not delivered to the staff member of the branch office terminal that follows the circulation route, and the business communication is delayed. There is a problem that the business is disturbed.
An object of the present invention is to provide means for solving the above problems.

  In order to solve the above problems, the present invention is a branch office system comprising a branch office terminal installed at a financial institution's window and used by a staff member, and a server that stores a notification document in association with a transaction type, When the information on the transaction type to be performed in the window transaction is input to the branch terminal, the transaction type information is transmitted to the server, and the server reads a notification document corresponding to the received transaction type information. The notification document is transmitted to the branch terminal, and the branch terminal displays the contents of the received notification document on a display screen.

  Thus, according to the present invention, when performing a window transaction with a customer, the branch office terminal obtains a notification document corresponding to the transaction type from the server and displays the contents thereof. It is possible to carry out the work at the same time, and it is possible to eliminate the trouble caused by the delay in the business communication to the staff.

  Embodiments of a sales office system according to the present invention will be described below with reference to the drawings.

FIG. 1 is a block diagram illustrating the sales office system according to the first embodiment.
In FIG. 1, reference numeral 1 denotes a branch office terminal, which is installed at a financial institution's window and includes a display unit 2 such as an LCD or CRT, and an operation unit 3 such as a keyboard or a mouse. Intermediary transaction processing.
Reference numeral 4 denotes a terminal control unit of the store terminal 1, which controls each unit of the store terminal 1 in accordance with a control program stored in the terminal storage unit 5 to perform a window transaction, and via a communication line 18 such as a dedicated line. It communicates with the host computer 15, the management terminal 16, and the notification document management server 17 so as to exchange information necessary for various processes.

Reference numeral 5 denotes a terminal storage unit which stores a control program and also stores a processing result by the terminal control unit 4.
In addition, the terminal storage unit 5 stores a clerk ID (identifier) of each counter clerk of the branch terminal 1 and a password corresponding thereto.
In addition, when the counter clerk inputs the clerk ID and the password corresponding to the use of the sales office terminal 1, the terminal control unit 4 confirms the clerk ID and password, and the clerk ID input to the terminal storage unit 5 is used. Memorize temporarily.

Reference numeral 6 denotes a printer unit which has a function of printing a receipt printed with a transaction result of a window transaction and a function of printing a customer's passbook, and prints the transaction result on a passbook inserted into a passbook insertion / extraction port. Has the function of discharging.
A scanner unit 7 has a function of reading, as image data, the contents entered by the customer from the slip used in the counter transaction and the seal stamp of the seal stamped by the customer.

Reference numeral 8 denotes an input unit for a customer, which is used when a customer who performs a window transaction with a numeric keypad inputs a password or the like.
Reference numeral 10 denotes a cash processing machine that has a function of performing cash deposit / withdrawal processing according to instructions received from the branch terminal 1 by connecting to the branch terminal 1 via a communication line such as a LAN. And a cash cassette for storing cash for each denomination, a cash counter for counting the number and amount of each cash denomination stored in the cash cassette, and the like.

A host computer 15 is installed at the center of a financial institution and stores and manages customer account information such as the customer's name, account number, password, and account balance.
Reference numeral 16 denotes a management terminal, which is installed in the management department of a financial institution, has a display screen, an operation unit such as a keyboard and a mouse, etc. It has a function to create notification document data such as changes in various transactions.

Note that the notification document data includes various types of information such as transaction type information corresponding to the contents of the notification document and expiration date information including the start date and end date of the distribution.
A notification document management server 17 stores notification document data created by the management terminal 16 and associates data notification presence / absence information indicating whether or not each notification document data is transmitted to the counter staff with the notification document data and the staff ID. Information of each notification document data is managed by storing the notification document data, and it has a function of discarding the notification document data whose end date has passed from the expiration date information of the notification document data.

With respect to the operation of the above-described configuration, a new account in which a customer who already has his / her own account opens a new time deposit account according to the step indicated by S using the flowchart showing the notification document data transmission process of the first embodiment shown in FIG. The opening transaction process will be described.
Here, the management terminal 16 creates notification document data in advance according to the input operation of the operation unit by the staff of the management department, and transmits the created notification document data to the notification document management server 17, whereby the notification document management server. 17 stores the document data.

S1, the terminal control unit 4 of the branch office terminal 1 performs an operation for starting transaction processing for opening a time deposit account based on a transaction slip received from a customer who performs a counter transaction by a counter clerk. A customer information input screen with personal information input fields such as address, telephone number, etc. is displayed.
S2, the terminal control unit 4 stores the customer's personal information in the terminal storage unit 5, and then issues a notification document confirmation request with transaction type information indicating the opening of a time deposit account and the clerk ID of the window clerk who is the user. The data is transmitted to the notification document management server 17 via the communication line 18.

  S3, the notification document management server 17 recognizes the current date and time by a clock function (not shown), searches for notification document data based on the current date and time and the received transaction type information, Whether or not the notification document data that is currently within the validity period is read out, and whether or not the notification document data is transmitted to the corresponding contact person based on the data transmission presence / absence information related to the notification document data and the received agent ID Judging.

Here, the notification document management server 17 determines that it has not been transmitted to the counter staff, and transmits notification document data to the branch terminal 1 via the communication line 18.
In addition, the notification document data received here is not related to the transaction type such as Japan Post Bank classification change in addition to the contents related to the new account opening transaction, but other important changes The contents shall be included.

FIG. 3 is an explanatory diagram showing a notification document notification screen.
S4, upon receiving the notification document data, the terminal control unit 4 reads the customer's personal information from the terminal storage unit 5 and shows “The account opening form has changed from today. The contents of the notification document data, including the words related to opening a new account, such as “The bank classification of Japan Post Bank is treated as a city bank”, and other important changes. Is displayed next to the text display area 100 for displaying the message, the text for asking confirmation of the notification document such as “Did you confirm the contents?”, And the input field for inputting the confirmation of the notification document arranged next to the word for confirming the notification document A notification document notification screen in which a confirmation input area 110 and the like are arranged is displayed on the display unit 2.

Also, in the lower right part of the notification document notification screen, for example, the word “emergency notification” flashes or changes color so that it is highlighted compared to other parts, and the notification document is received by the counter The document reception notification area 120 for notifying is provided.
The attendant confirms the contents of the notification document data from the displayed notification document notification screen, and performs confirmation input in the input field of the confirmation input area 110 by the operation unit 3.

S5, when the terminal control unit 4 recognizes that the confirmation input has been made in the input field of the confirmation input area 110, the terminal control unit 4 deposits the guidance for prompting the customer to explain the product next and the time deposit account to be opened. Transaction screens for cash collection and the like are sequentially displayed, the transaction processing for opening a time deposit account is executed as usual, and the transaction is terminated.
The terminal control unit 4 transmits the confirmed message with the notification document data and the clerk ID to the notification document management server 17 via the communication line 18.

When the notification document management server 17 receives the confirmed message, the notification document management server 17 updates the notification document data that has been transmitted to the counter staff of the received staff ID and the contents of the data transmission presence / absence information.
Further, in the first embodiment, the notification document data is transmitted to the sales office terminal 1 on the assumption that the notification document data has not been transmitted to the counter staff from the data transmission presence / absence information, but the notification document management server 17 transmits the data. If it is determined from the presence / absence information that the notification document data has already been transmitted to the counter staff, the notification document data is not transmitted to the branch terminal 1 as the counter staff knows the contents of the notification document data. You may do it.

  As described above, in this embodiment, the notification document data created in the management terminal is stored in the notification document management server, and the notification is made based on the transaction type when the branch office terminal executes the window transaction. Since the notification document data is acquired from the document management server and the acquired notification document data is displayed on the display screen, the notification staff can be surely notified of the notification document.

The block diagram which shows the branch office system of Example 1 The flowchart which shows the transmission process of notification document data of Example 1 Explanatory drawing showing notification document notification screen

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Branch office terminal 2 Display part 3 Operation part 4 Terminal control part 5 Terminal memory | storage part 6 Printer part 7 Scanner part 8 Customer input part 10 Cash processor 15 Host computer 16 Management terminal 17 Notification document management server 18 Communication line

Claims (9)

A branch office terminal installed at a financial institution's window and used by a staff member, and a server for storing a notification document in association with the transaction type,
When the information on the transaction type to be performed in the window transaction is input, the branch terminal transmits the information on the transaction type to the server,
The server reads a notification document corresponding to the received transaction type information, sends the notification document to the branch terminal,
The branch office system displays the contents of the received notification document on a display screen. In the branch office system according to claim 1,
The server stores information indicating whether or not each stored notification document is transmitted in association with an identifier for identifying a staff member,
The branch terminal is caused to input an identifier from an operator who is the operator, and the identifier is attached to the transaction type information and transmitted to the server,
The server determines whether or not the notification document corresponding to the received transaction type information is transmitted to the staff of the received identifier, and the notification document is sent to the staff who has already transmitted from the determination result. A branch office system characterized by not transmitting. In the branch office system according to claim 1 or claim 2,
The server stores expiration date information for transmitting each notification document, and when the notification document related to the transaction type received from the branch office terminal is read, the current date is within the expiration date of the notification document. If this is the case, the branch office system transmits the notification document to the branch office terminal. A server that stores a notification document in association with a transaction type and transmits the notification document to a branch terminal,
When receiving information on a transaction type to be performed in a window transaction from the branch terminal, a notification document corresponding to the transaction type information is read out, and the notification document is transmitted to the branch terminal. The server according to claim 4,
Store the information on the presence or absence of transmission of each notification document stored in association with an identifier for identifying an attendant,
When the transaction type information and the clerk's identifier are received from the branch terminal, it is determined whether or not the notification document corresponding to the transaction type information is transmitted to the clerk of the received identifier, and from the determination result A server characterized in that the notification document is not transmitted to a staff member who has already transmitted. In the server according to claim 4 or 5,
Information on the expiration date for transmitting each notification document is stored, and when the notification document related to the transaction type information received from the branch office terminal is read, the current date and time is within the expiration date of the notification document. In this case, the notification document is transmitted to the branch terminal. A branch office terminal installed at a financial institution,
When information on the transaction type to be performed in the window transaction is input, the notification document related to the transaction type is received from the server by sending the transaction type information to the server that manages the notification document, and the received notification A branch terminal that displays the contents of a document on a display screen. A notification document distribution method for a store system comprising a store terminal installed at a financial institution window and used by a staff member, and a server for storing a notification document in association with a transaction type,
When the information on the transaction type to be performed in the window transaction is input, the branch terminal transmits the information on the transaction type to the server,
The server reads a notification document corresponding to the received transaction type information, sends the notification document to the branch terminal,
The sales office terminal displays the contents of the received notification document on a display screen. A notification document distribution method of the branch office system according to claim 8,
The server stores information indicating whether or not each stored notification document is transmitted in association with an identifier for identifying a staff member,
The branch terminal is caused to input an identifier from an operator who is the operator, and the identifier is attached to the transaction type information and transmitted to the server,
The server determines whether or not the notification document corresponding to the received transaction type information is transmitted to the staff of the received identifier, and the notification document is sent to the staff who has already transmitted from the determination result. A notification document delivery method of a branch office system characterized by not transmitting.

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