JP2016118878A - Electronic booking system and slip information management method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To properly manage information related to a slip generated on an electronic booking machine 30, and confirm a history of generation of the slip.SOLUTION: When a user want to cancel information related to a slip which a customer registered on an electronic booking machine 30 at a window terminal 40 or want to change a kind of a slip, information related to the canceled slip, information related to an added slip, when there is an added slip, a reason of cancel, and an image of a signature of a customer, are accumulated as cancel history information in a server 20. In addition, the cancel history information accumulated in the server 20 can be referred by a user.SELECTED DRAWING: Figure 1

Description

  The present invention relates to an electronic bookkeeping system and a slip information management method for generating a slip based on an operation of a customer who visits a financial institution and managing information related to the slip.

  Conventionally, financial institutions such as banks process operations such as deposits, withdrawals and transfers based on customer requests. When the customer visits the financial institution, the customer creates a slip indicating the contents of the requested processing. This slip is prepared in a different format for each type of request, such as a deposit slip, withdrawal slip or transfer slip, and the customer selects the slip of the type corresponding to the processing requested by the customer and fills in the necessary items . Thereafter, the completed slip is given to the counter in charge of the counter, and the counter in charge executes processing according to the type of slip and the contents of the input.

  In this way, conventionally, the necessary items for the slip have been manually entered by the customer, but recently, the necessary items for the slip are input using a terminal device called an electronic bookkeeping machine provided in the store of a financial institution. Techniques for performing are known.

  For example, in Patent Document 1, a customer input for a slip item is received using an input device provided in a store of a financial institution, and the received information is transmitted to a window device installed at the window and transmitted to the window. A technology for providing a service based on the information to a customer is disclosed. Further, according to this Patent Document 1, the counter device can confirm the received information and correct the received information as necessary.

JP 2013-171468 A

  However, the created slip is not always used. If the customer cancels the processing request as a result of the dialogue between the contact person and the customer, the slip that is no longer needed is discarded. If an incorrect type of slip has been created, the original slip is discarded and an appropriate type of slip is newly created. When the prior art represented by the above-mentioned Patent Document 1 is used, when the input slip is canceled or changed to another type of slip as a result of the dialogue between the contact person at the window and the customer, this There is no way to confirm the circumstances after the fact. For this reason, even if a financial institution receives an inquiry about a slip that has been canceled or changed at a later date, it can only handle it based on the memory of the person in charge of the counter, and it is difficult to efficiently take appropriate measures. There is.

  This point will be specifically described. For example, if a malicious contact person cancels a deposit slip after accepting money to be deposited from a customer and tries to dress the accepted money, the customer is not aware at that time and the money has been deposited later. Even if you realize that there is no such thing and apply to a financial institution, it is difficult for the financial institution to confirm the facts efficiently. In addition, for example, if the customer actually misunderstood that the customer requested the transaction without canceling after canceling the slip as a result of the exchange at the window, the transaction is not processed at a later date. It is difficult to explain to customers in a persuasive manner when it is offered to financial institutions. For financial institutions, if it is not possible to efficiently and appropriately determine whether the person in charge of the counter, such as the former, is improper or not, the customer's offer cannot be dealt with appropriately and quickly. is there.

  For these reasons, it is important to properly manage the voucher once generated by the electronic bookkeeping machine so that the history can be confirmed even if the voucher is canceled in the device installed at the counter. It has become.

  The present invention is for solving the above-described problems of the prior art, appropriately managing information related to a slip generated by an electronic bookkeeping machine, and appropriately checking a history of generation related to a slip. An object of the present invention is to provide an electronic bookkeeping system and slip information management method.

  In order to solve the above-described problems and achieve the object, the present invention provides slip information including type information indicating a type of processing requested by a customer and item information specifying content of processing requested by the customer. An electronic bookkeeping machine that is generated based on a customer's input operation; a window terminal that is provided in the vicinity of the window, and that performs a cancellation process for canceling the slip information based on the input operation of the customer and / or window person in charge; And a storage unit for storing the history of the cancellation process by the window terminal together with the canceled slip information.

  Further, the present invention is characterized in that, in the above invention, the storage unit stores information for identifying the person in charge of the window included in the history of the cancellation process by the window terminal.

  Further, the present invention is the above invention, wherein the window terminal includes a reason reception unit that receives a cancellation reason that is a reason for canceling the slip information generated by the electronic bookkeeping machine, and the storage unit includes the reason The reason for cancellation received by the reception unit is included in the history of cancellation processing by the window terminal and stored.

  Further, the present invention is the above invention, wherein the window terminal further includes a determination unit that determines whether cancellation of the slip information generated by the electronic bookkeeping machine is based on a predetermined condition. If the determination unit determines that the slip information cannot be canceled, the cancellation process is limited.

  Further, the present invention is the above invention, wherein the window terminal further comprises an approval information receiving unit that receives approval information that is information indicating approval of the customer for cancellation of the slip information generated by the electronic bookkeeping machine, The slip information generated by the electronic bookkeeping machine is provided on the condition that the reason for canceling is received by the reason receiving unit and / or that the approval information is received by the approval information receiving unit. It is characterized in that it is determined that cancellation of the above is possible.

  Further, the present invention is the above invention, wherein the window terminal further includes a post-change slip information generation unit that generates post-change slip information that is new slip information in place of the slip information to be canceled by the cancel processing. When the post-change slip information generation unit generates the post-change slip information, the storage unit registers the post-change slip information including the post-change slip information.

  Moreover, the present invention is characterized in that, in the above invention, the post-change slip information generation unit reflects a part or all of the slip information canceled by the cancel processing of the window terminal in the post-change slip information. And

  Further, the present invention is the above invention, wherein the type information indicating the type of processing requested by the customer based on the input operation of the customer in the electronic bookkeeping device, and item information for specifying the content of the processing requested by the customer; A slip information generating step for generating slip information including a cancel processing step for canceling the slip information based on an input operation of the customer and / or a contact person at a counter terminal provided in the vicinity of the counter, and the cancellation processing step And a storage step for storing the history of the cancellation process with the canceled slip information.

  According to the present invention, in the electronic bookkeeping machine, slip information including type information indicating the type of processing requested by the customer and item information specifying the content of processing requested by the customer is based on the input operation of the customer. Based on the input operation of the customer and / or the person in charge at the window terminal created near the window, execute the change process to change item information in the slip information or the cancel process to cancel the slip information. Since it is configured to store the history of the cancellation process by the window terminal together with the canceled slip information, it appropriately manages the information related to the slip generated by the electronic bookkeeping machine and appropriately checks the history of generation related to the slip. be able to.

FIG. 1 is an explanatory diagram for explaining an outline of processing when information related to a slip registered by the electronic bookkeeping machine according to the present invention is canceled at the window terminal. FIG. 2 is a diagram illustrating a system configuration of the electronic bookkeeping system according to the present embodiment. FIG. 3 is a block diagram showing an internal configuration according to this embodiment of the accepting machine shown in FIG. FIG. 4 is an explanatory diagram for explaining a data configuration according to the present embodiment of the accepting machine shown in FIG. FIG. 5 is a block diagram showing an internal configuration according to the present embodiment of the electronic bookkeeping machine shown in FIG. FIG. 6 is an explanatory diagram for explaining a data configuration according to the present embodiment of the electronic bookkeeping machine shown in FIG. FIG. 7 is a block diagram showing an internal configuration according to the present embodiment of the server shown in FIG. FIG. 8 is an explanatory diagram (part 1) for explaining the data configuration according to the present embodiment of the server shown in FIG. FIG. 9 is an explanatory diagram (part 2) for explaining the data configuration according to the present embodiment of the server shown in FIG. FIG. 10 is a block diagram showing an internal configuration of the window terminal shown in FIG. 2 according to the present embodiment. FIG. 11 is an explanatory diagram for explaining a data configuration according to the present embodiment of the window terminal shown in FIG. FIG. 12 is a diagram for explaining screen transitions associated with the screen configuration and operations related to the input of slip items of slips to be created in the electronic bookkeeping machine shown in FIG. FIG. 13 is a diagram for explaining screen transitions associated with the configuration and operation of screens used for canceling information related to slips registered by the electronic bookkeeping machine shown in FIG. 2 and inputting information related to alternative slips. FIG. FIG. 14 is a diagram for explaining a screen configuration of an output screen for a cancellation history inquiry performed at the window terminal shown in FIG. FIG. 15 is a flowchart showing a processing procedure of a series of processes such as a confirmation process of the contents of a slip item of a slip to be created and a print processing of the slip to be created in the window terminal shown in FIG. FIG. 16 is a flowchart showing a processing procedure of information cancellation processing related to a slip in the window terminal shown in FIG.

  Exemplary embodiments of an electronic bookkeeping system and a slip information management method according to the present invention will be described below in detail with reference to the accompanying drawings.

  First, an outline of processing in the case where information related to a slip registered by the electronic bookkeeping machine 30 according to the present invention is canceled at the window terminal 40 will be described with reference to FIG.

  A customer who visits a store of a financial institution needs to create a slip corresponding to the service of the window he / she wishes to receive. In stores where an electronic bookkeeping system is introduced, instead of hand-filling the required items on the slip, the slip is created by inputting into the electronic bookkeeping machine 30 installed on the customer floor as shown in (a). I do. Specifically, the customer first inputs information for specifying the type of slip such as the purpose of visiting the store using the electronic bookkeeping machine 30. The electronic bookkeeping machine 30 identifies the type of slip based on the purpose of visiting the store and displays a screen for inputting slip items according to the type of slip. The customer inputs necessary items on the screen displayed on the electronic bookkeeping machine 30.

  As shown in (b), the electronic bookkeeping machine 30 receives a customer number corresponding to the receipt number for identifying the customer of the day numbered by the reception machine 10 (not shown), the identified slip type, and the customer corresponding to the slip item according to the slip type. Are associated with each other and transmitted to the server 20. The server 20 that has received these pieces of information associates the receipt type with the customer's input information for the slip type and slip item and registers them in the slip item data 24b.

  At the counter, the counter person in charge guides one of the customers waiting for a call by operating a teller monitor 91 (not shown) to the counter by calling the corresponding reception number. At that time, in conjunction with the operation of the teller monitor 91, as shown in (c), the type of slip registered in the slip item data 24b corresponding to the receipt number called from the server 20 and the customer input information for the slip item Is transmitted to the window terminal 40. The window terminal 40 receives this information and displays the contents input by the customer using the electronic bookkeeping machine 30. The customer and the person in charge of the window can check the information related to the slip input by the customer using the electronic bookkeeping machine 30 by using the window terminal 40, and can correct, cancel and add information as necessary.

  When the window terminal 40 receives an instruction to cancel the information related to the slip that has been input by the customer or the person in charge of the window, a window for confirming the cancellation of the information related to the slip as shown in (d) is displayed. I do. In the screen of (d), as shown in the example in the figure, a message confirming that the information related to the entered slip is to be cancelled, and in the case of canceling, the customer's approval indicating the input of the reason for cancellation and customer approval is displayed. A message indicating that a signature is required is displayed. Further, on the screen of (d), a field for inputting a reason for cancellation and a field for a customer to handwrite a signature using a pointing device such as a stylus are arranged. Also, at the bottom of the screen of (d), a “return” button for canceling the cancel operation and a “cancel execution” button for executing the cancel after accepting the cancel reason and the customer's signature are arranged. .

  When the “execute cancellation” button is operated after the customer inputs the reason for cancellation and the signature in (e), the window terminal 40 accepts the input content as shown in (f). As shown in (g), the server 20 is notified that the information related to the slip received in (c) is to be deleted. The server 20 deletes the corresponding information included in the slip item data 24b based on the information deletion notification related to the slip received in (g).

  In addition, the window terminal 40, as shown in (h), the image data of the cancellation reason and the customer's signature that received the input on the screen of (d), information on the canceled slip, and information for identifying the person in charge of the window Are sent to the server 20 as cancellation history information. The server 20 registers the received cancellation history information in the cancellation history data 24e.

  Further, the window terminal 40 has a cancellation history inquiry function that is an inquiry about a slip canceled using the cancellation history data 24e stored in the server 20. When the window terminal 40 receives an operation for inputting information for specifying the canceled slip and an operation for inquiring the cancellation history, as shown in (i), the window terminal 40 stores the slip registered in the cancellation history data 24e. The cancel history information is received, and the received contents are displayed on the cancel history inquiry screen of (j).

  Although not shown in the description of FIG. 1, if the issued slip is canceled because it is incorrect, a slip may be added instead of the canceled slip, and a new slip is added at the window terminal 40. Can also be done. In addition, when information related to a slip is added due to an error in the slip that has been issued in this way, information related to the slip added in place of the canceled slip is registered in the cancellation history data 24e. .

  As described above, when the information related to the slip registered by the customer in the electronic bookkeeping machine 30 is canceled at the window terminal 40 or the type of the slip is changed, there is information regarding the canceled slip and an added slip. Is stored in the server 20 as cancellation history information such as information relating to the added slip, the reason for cancellation, and the image of the customer's signature. In addition, since the cancellation history information stored in the server 20 can be inquired later, the information related to the slip generated by the electronic bookkeeping machine 30 is properly managed, and the generation history related to the slip is displayed. It can be confirmed as appropriate.

  Next, the system configuration of the electronic bookkeeping system according to the present embodiment will be described. FIG. 2 is a diagram illustrating a system configuration of the electronic bookkeeping system according to the present embodiment. The electronic bookkeeping system is a reception machine 10 that issues a receipt number when a customer visits the store, an electronic bookkeeping machine 30 that inputs information related to a slip to be created, and information related to the slip entered by the electronic bookkeeping machine 30 at a window. A window terminal 40 that can be modified, a printer 95 that prints a slip based on information related to the slip confirmed and corrected at the window terminal 40, a teller monitor 91 for making a call to the customer's window, etc. A number calling device 92 for displaying the customer's reception number to be called in response to an operation of the teller monitor 91 and outputting a call voice; a supervisor monitor 90, a staff terminal 93, and a customer terminal 94 for outputting a customer visit status; And a server 20 that performs data communication with these devices and performs data cooperation and processing cooperation. In this embodiment, the window terminal 40 and the teller monitor 91 are separate devices, but may be an integrated apparatus having the functions of both the window terminal 40 and the teller monitor 91.

  The number of electronic bookkeeping machines 30 is determined according to the scale of the store, and one or a plurality of electronic bookkeeping machines 30 are installed. The teller monitor 91 and the counter terminal 40 are installed at each counter, and the teller monitor 91 installed at each counter accepts a customer call instruction to the counter. The number calling device 92 is installed in a number corresponding to at least the type of window. The accepting machine 10, the electronic bookkeeping machine 30, and the customer terminal 94 are installed in a customer zone that is a customer movement range. The staff terminal 93 is also located in the customer zone because it is possessed by a lobby man who handles customers in the customer zone. The window terminal 40, the executive seat monitor 90, the teller monitor 91, the number calling device 92, and the printer 95 are installed in a staff zone that is a movement range of employees of the financial institution. The number calling device 92 may be installed in the customer zone.

  The accepting machine 10 includes a display operation unit 11 and a number tag printing unit 12. When the customer visits the store, the customer first receives a visit using the apparatus. Specifically, the customer selects a store visit purpose displayed on the display operation unit 11. The accepting machine 10 determines the type of window corresponding to the purpose of visiting the store and whether or not a slip needs to be created based on the purpose of visiting the store entered by the customer. The accepting machine 10 guides the electronic bookkeeping machine 30 when it is determined that the creation of a slip is necessary. The accepting machine 10 has a setting as to whether or not to issue a number tag with a receipt number when guiding to the electronic bookkeeping machine 30. If it is set not to issue a number tag when guiding to the electronic bookkeeping machine 30, the numbering of the reception number is not performed when guiding to the electronic bookkeeping machine 30 is performed. If it is determined that the creation of a voucher is not necessary, or if it is determined that a voucher needs to be created and the user is directed to the electronic bookkeeping machine 30, the customer visits the store. Numbering of the reception number corresponding to the type of the window corresponding to the purpose is performed, and the number tag printed with the reception number is issued from the number tag printing unit 12.

  In addition, the reception machine 10 receives a customer call request from the window and calls the customer by the reception number. Specifically, if a call request from the teller monitor 91 installed at the window is received, the next call reception number to be called from the queue of reception numbers waiting for the type of window of the request source. By making a decision and outputting the receipt number to the number calling device 92, a call is made to the customer's window corresponding to the received receipt number.

  The electronic bookkeeping machine 30 includes a multi-card scanner 33 that obtains a card image of card-type identification information such as a license and an insurance card, a QR code reader 34 that reads a QR code (registered trademark), and a receipt printer that issues a number tag. 35, a barcode reader 36 for reading a barcode printed on a number tag issued by the accepting device 10 and a card reader 37 for reading the contents of a cash card or the like can be connected. However, the receipt printer 35 and the barcode reader 36 are basically not connected to each other. The electronic bookkeeping machine 30 obtains a receipt number indicating how to obtain a receipt number in response to the setting of whether or not to issue a number tag when guiding to the electronic bookkeeping machine 30 of the accepting machine 10 There is a setting of the method, and it is possible to set whether to read from the barcode of the number tag issued by the receiving machine 10 or to request the numbering by specifying the purpose of visiting the receiving machine 10. The receipt printer 35 and the barcode reader 36 are selectively connected according to a setting indicating how to obtain the receipt number.

  If the setting of the reception number acquisition method is to request the numbering by specifying the purpose of visiting the reception machine 10, the receipt printer 35 for issuing a number tag to the customer guided to the electronic bookkeeping machine 30 is provided. Connected. Further, when the setting of the reception number acquisition method is read from the barcode of the number tag issued by the reception device 10, the reception number is acquired from the barcode of the number tag issued by the reception device 10. The bar code reader 36 is connected. However, even in this case, it is possible to input the reception number by using the numeric keypad while looking at the contents printed on the number tag, and therefore the connection of the barcode reader 36 is not essential.

  The electronic bookkeeping machine 30 has a function for a customer guided from the receiving machine 10 to create a slip. If the setting of the receipt number acquisition method is to read from the barcode on the number tag issued by the reception machine 10, first, the barcode reader 36 reads the receipt number from the barcode on the number tag, and the reception machine The visit purpose for the receipt number is acquired from 10. Further, the electronic bookkeeping machine 30 determines the slip corresponding to the purpose of visiting the store, displays the items of the slip on the screen in order, accepts the input of the slip item by the customer, and temporarily slips the slip item not shown inside. Store as data 38e. Further, the cash card information read by the card reader 37 can be automatically reflected in the slip item data 38e.

  In addition, when the setting of the receipt number acquisition method is to request the numbering by specifying the purpose of visit to the accepting machine 10, the electronic bookkeeping machine 30 accepts the input of the purpose of visit and accepts the purpose of visiting the store. The corresponding slip is determined, the items of the slip are sequentially displayed on the screen, the customer slip item input is accepted, and temporarily stored as slip item data 38e (not shown).

  The electronic bookkeeping machine 30 can also read a QR code including information related to a customer's account displayed on a portable terminal read by the QR code reader 34 and automatically reflect the read QR code on slip item data 38e (not shown). In this case, a mobile terminal such as a mobile phone has a function of registering personal information such as a customer's name, address, and account number, and a function of converting the registered personal information into a QR code.

  Further, the electronic bookkeeping machine 30 determines whether or not the identity verification is necessary based on the input information of the slip item corresponding to the slip to be created. Is created, and the screen for creating a personal identification record is controlled. When the electronic bookkeeping machine 30 receives the input related to the personal identification record and the image data of the personal identification material by the multi-card scanner 33, the electronic bookkeeping machine 30 temporarily stores it as the personal identification record data 38f (not shown).

  In the electronic bookkeeping machine 30, if the setting of the receipt number acquisition method is to request the numbering by specifying the purpose of visiting the reception machine 10, the entry of the slip item corresponding to the slip to be created is completed. Then, the reception machine 10 requests the reception machine 10 to number the reception number according to the purpose of visiting the store, obtains the reception number, and issues a number tag with the reception number on the receipt printer 35.

  Further, the electronic bookkeeping machine 30 transmits information such as the acquired receipt number, slip item data 38e (not shown), and personal identification record data 38f to the server 20. The server 20 registers and manages the received information in the reception number data 24a and the slip item data 24b.

  The window terminal 40 has a function of confirming information related to a slip or the like registered by the customer at the electronic bookkeeping machine 30 at the window and printing the slip or the like based on the confirmed information. The window terminal 40 acquires information on the slip registered by the customer called to the window and the personal identification record from the server 20 and displays the acquired slip and information on the personal identification record on the screen. Confirmation is performed, and if confirmed, a slip and a personal identification record are printed from the printer 95 based on the confirmed information. In the present embodiment, it is explained that the personal identification record is created by the electronic bookkeeping machine 30, but the present invention is not limited to this. For example, the multi-card scanner 33 is connected to the window terminal 40, the image data of the personal identification material acquired by the multi-card scanner 33 is acquired at the window terminal 40, and the personal identification record including the image data of the personal identification material is recorded. You may make it create.

  Further, the window terminal 40 can correct the information related to the slip and the identity confirmation record acquired from the server 20, and when it is revised, the slip and the identity verification record are printed from the printer 95 based on the revised content. At the same time, the correction content is transmitted to the server 20.

  Further, the window terminal 40 has a function of inquiring about the waiting status of the customer, confirming the transaction details of the waiting customer, and outputting various tabulation results irrespective of the call to the customer window.

  The server 20 manages reception number data 24a, slip item data 24b, cancellation history data 24e, and the like. The receipt number data 24a is data including, for each receipt number assigned by the accepting machine 10, the state, the cash card data, the number of created slips by type, and the like. The slip item data 24b is data including item information of slips registered and updated by the electronic bookkeeping machine 30 or the window terminal 40. The cancellation history data 24e is data including cancellation history information when the information relating to the slip registered in the slip item data 24b is temporarily canceled or changed to another type of slip at the window terminal 40.

  The server 20 registers the receipt number data 24 a and the slip item data 24 b based on the information transmitted from the electronic bookkeeping machine 30 and updates it based on the information transmitted from the window terminal 40. Further, the server 20 manages the processing status for each reception number in the reception number data 24a. Further, the server 20 updates the cancellation history data 24e based on the cancellation history information transmitted from the window terminal 40.

  The staff terminal 93 has a function equivalent to that of the window terminal 40, but a function that involves updating data such as information related to a slip is limited. The customer terminal 94 has a customer waiting status inquiry function.

  Next, the flow of processing when a customer call operation is performed on the teller monitor 91 will be described. When the teller monitor 91 receives a call operation to the customer's window, the teller monitor 91 transmits a customer's call request including information for identifying the window where the teller monitor 91 is installed to the accepting machine 10. Based on the information for identifying the window included in the call request of the teller monitor 91, the reception machine 10 determines the next reception number to be called from the queue of reception numbers waiting for the type of the window. Thus, the determined reception number is transmitted to the number calling device 92 corresponding to the information for identifying the window included in the received call request. The number calling device 92 that has received the reception number displays the received reception number on the display unit, and calls the customer of the reception number received by voice.

  In addition, the reception device 10 also notifies the server 20 of information identifying the reception number transmitted to the number calling device 92 and the window included in the call request. The server 20 that has received the information identifying the reception number and the window extracts information associated with the received reception number from the reception number data 24a and the slip item data 24b, and corresponds to the information that identifies the received window. Transmit to the terminal 40.

  In this way, information relating to the slip and identity verification document registered by the customer called to the counter terminal 40 is delivered in conjunction with the customer's calling operation on the teller monitor 91, so that the customer's calling operation is performed on the teller monitor 91. When this is done, a confirmation screen such as a slip registered by the customer who automatically called the window at the electronic bookkeeping machine 30 is displayed on the window terminal 40.

  Next, an internal configuration according to the present embodiment of the accepting machine 10 illustrated in FIG. 2 will be described. FIG. 3 is a block diagram illustrating the internal configuration of the accepting machine 10 according to the present embodiment. The accepting machine 10 includes a display operation unit 11, a number tag printing unit 12, a communication unit 14, a storage unit 15, and a control unit 16.

  The display operation unit 11 is a touch panel display device or the like. The display operation unit 11 displays buttons and the like that allow the customer to select and input the purpose of visiting the store, and accepts selection input of the buttons. The number tag printing unit 12 is an output unit that prints a number tag on which information such as a reception number is described. The communication unit 14 is an interface unit for performing data communication with the server 20 and the electronic bookkeeping machine 30 via a communication line such as a LAN (Local Area Network).

  The storage unit 15 is a storage device composed of a hard disk device, a nonvolatile memory, or the like. The storage unit 15 includes setting parameters 15a, reception number numbering data 15b, and reception number data 15c. The setting parameter 15 a is a parameter related to the reception process of the reception machine 10. The reception number assignment data 15b is data relating to the reception number assignment situation. The receipt number data 15c is data having information related to the state for each receipt number assigned.

  The control unit 16 is a control unit that controls the entire receiving machine 10 and includes a reception processing unit 16a, a reception number numbering unit 16b, a number tag issuing unit 16c, and a reception number data management unit 16d. In practice, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and these programs are loaded into a CPU (Central Processing Unit) and executed, whereby processes corresponding to the respective programs are stored. Will be executed.

  The reception processing unit 16a is a control unit that controls the entire reception process of the store visitor. The reception processing unit 16a displays a screen for accepting a store visit by the display operation unit 11, accepts the purpose of visit, assigns a receipt number corresponding to the purpose of visit to the receipt number numbering unit 16b, and assigns the number to the received receipt number. In association, information such as the purpose of visiting the store is registered in the receipt number data 15c.

  However, when setting the setting parameter 15a to guide to the electronic bookkeeping machine 30, it is set not to issue a number tag, and it is determined that guidance to the electronic bookkeeping machine 30 is necessary depending on the purpose of visiting the store. In this case, the reception processing unit 16a displays only a message for guiding to the electronic bookkeeping machine 30, and does not issue a number tag. Also, if the setting parameter 15a is set to guide the electronic bookkeeping machine 30 and the number tag is not issued, the purpose of visiting the store that needs to be guided to the electronic bookkeeping machine 30 is selected. A message indicating guidance to the electronic bookkeeping machine 30 for such a customer who intends to visit the store may be displayed.

  If the receipt number numbering unit 16b accepts a receipt number numbering request according to the purpose of visiting the store from the electronic bookkeeping machine 30 via the acceptance processing unit 16a or the communication unit 14, the receipt number numbering unit 16b is adapted to the accepted store visiting purpose. Assign a receipt number. Specifically, a reception number band corresponding to the purpose of visiting the store is determined, and the next reception number after the last numbered reception number of the reception number numbering data 15b is assigned as a new reception number, and the reception is made accordingly. The numbering data 15b is updated.

  The number tag issuing unit 16c causes the number tag printing unit 12 to print the number tag on which the reception number designated based on the control of the reception processing unit 16a is described. On the printed number tag, the receipt number is printed with character information that can be recognized by a person and a barcode that can be read by the barcode reader 36.

  If the receipt number data management unit 16d receives an acquisition request for receipt number information including a receipt number from another device such as the electronic bookkeeping machine 30 via the communication unit 14, the receipt number data 15c is received with the received receipt number. The corresponding record information is returned as a response to the request source.

  If the reception number data management unit 16d receives a call request including the window number of the window where the teller monitor 91 is installed from the teller monitor 91, the window number included in the call request received from the reception number data 15c. The reception number to be called is selected, the state of the reception number data 15c corresponding to the reception number is set to “Called”, and the reception number is transmitted to the number calling device 92. The number calling device 92 displays the received reception number on the display unit when receiving the reception number, and calls the customer of the reception number received by voice. Further, when receiving a call request from the teller monitor 91, the reception number data management unit 16d transmits a reception number to the number calling device 92 and records a record of the reception number data 15c corresponding to the call reception number on the server 20. Send to.

  Next, the data configuration according to the present embodiment of the accepting machine 10 shown in FIG. 3 will be described. FIG. 4 is an explanatory diagram for explaining the data configuration of the accepting machine 10 according to the present embodiment.

  The setting parameter 15a includes whether the customer needs to issue a number tag at the time of guidance to the electronic bookkeeping machine 30, whether or not the electronic ticketing machine is required to issue a ticket, and a purpose-specific reception number band that is a reception number band for each purpose of visiting the store Information of the window according to purpose indicating the type of window according to the purpose of visiting the store, and information regarding necessity of guidance to the electronic bookkeeping machine according to purpose indicating whether or not guidance to the electronic bookkeeping machine 30 according to purpose of visiting the store is necessary. Including.

  The example of the setting parameter 15a in FIG. 4 indicates that it is necessary to issue a ticket when guiding the electronic bookkeeping machine, and it is necessary to issue a number tag when guiding the customer to the electronic bookkeeping machine 30. In addition, the example of the information on the reception number band by purpose of the setting parameter 15a in FIG. 4 is that the purpose of visiting is “1 to 399” as the number of reception numbers for deposit, withdrawal, transfer, and tax payment. The purpose indicates that the numbering zone of the receipt number and loan acceptance number is “500 to 899”. In addition, the example of the information on the window according to purpose of the setting parameter 15a in FIG. 4 is that the type of window corresponding to deposit, withdrawal, transfer and tax payment is “high counter” and the purpose of visiting is various notifications. This indicates that the type of window corresponding to the loan is “low counter”. In addition, the example of the necessity information for guiding to the electronic bookkeeping machine by purpose of the setting parameter 15a in FIG. 4 is “guide to the electronic bookkeeping machine” when the purpose of visiting the store is payment, withdrawal, transfer and tax payment. In the case where the purpose of visiting the store is various notifications and loans, it indicates that “do not guide to the electronic bookkeeping machine”.

  The receipt number numbering data 15b is data in which the final numbered reception number that is the last numbered reception number associated with the numbering band of the reception number and the corresponding window number are record items. The receipt number numbering data 15b in FIG. 4 is obtained at the counter where the numbering band is “high counter”, the last numbered reception number is “150”, and the corresponding counter number is “1, 2, 3”. This indicates that the number is “low counter”, the last numbered reception number is “550”, and the corresponding contact number is “4, 5”.

  The receipt number data 15c includes items of the store purpose associated with the receipt number, the reception date, the reception time, the state of the reception number, and the number of the window where the customer of the reception number is called. It is data. The information on the status of the receipt number is coded information, “1” has been accepted, “2” has been called to the corresponding customer, and “9” has been processed by the customer. Indicates that it has finished.

  In the example of the receipt number data 15c in FIG. 4, the customer who has received the number tag with the receipt number “150” is “11:30” for “2014/4/15” for the purpose of visiting the store as “transfer”. A customer who has a record indicating that the status is “2”, that the customer has called the window, and that the window number of the called window is “2”, and the number tag whose reception number is “550” “Loan” indicates that “11:35” of “2014/4/15” is received, and that the state is “1” and a record indicating that the store has been received is included.

  Next, an internal configuration according to the present embodiment of the electronic bookkeeping machine 30 shown in FIG. 2 will be described. FIG. 5 is a block diagram showing the internal configuration of the electronic bookkeeping machine 30 according to this embodiment. The electronic bookkeeping machine 30 includes a multi-card scanner 33 that reads an image of identification information, a QR code reader 34 that reads a QR code of account information displayed on a portable terminal, a receipt printer 35 that issues a number tag, and a receiving machine 10. A bar code reader 36 that reads the bar code of the issued number tag and a card reader 37 that reads information of a card such as a cash card can be connected. However, as described above, either the receipt printer 35 or the barcode reader 36 is selectively connected according to the setting.

  The electronic bookkeeping machine 30 includes a display operation unit 31, a communication unit 32, a storage unit 38, and a control unit 39. The display operation unit 31 is a touch panel display or the like, and is an input / output unit that displays input items, displays operation input buttons, and receives operation inputs. The communication unit 32 is an interface unit for data communication with the accepting device 10 and the server 20 via a communication line such as a LAN.

  The storage unit 38 is a storage device composed of a hard disk device, a nonvolatile memory, or the like. The storage unit 38 includes setting parameters 38a, receipt number data 38b, slip determination parameters 38c, slip template data 38d, slip item data 38e, and personal identification record data 38f.

  The setting parameter 38a is setting information related to processing performed in the electronic bookkeeping machine 30. The reception number is read from the number tag issued by the receiving machine 10 or the receiving machine 10 receives the number from the electronic bookkeeping machine 30. Information of a receipt number acquisition method indicating whether to acquire by requesting.

  The receipt number data 38b is customer input information received by the electronic bookkeeping machine 30 including the receipt number. However, if the reception machine 10 has already received a store visit and a number tag has been issued, the information received by the reception machine 10 obtained from the reception machine 10 by specifying the reception number written on the number tag Is also included.

  The slip determination parameter 38c is data in which the received store visit purpose is associated with a slip ID indicating the type of slip that must be created corresponding to the store visit purpose. The electronic bookkeeping machine 30 determines the type of slip to be created corresponding to the store visit purpose based on the slip determination parameter 38c.

  The slip template data 38d is data defining information on slip items included in the slip corresponding to the slip type. The voucher ID to be created is specified based on the voucher determination parameter 38c upon accepting the purpose of visiting the store, and voucher data to be input is specified based on the voucher ID and the voucher template data 38d.

  The slip item data 38e is information input by the customer for the slip item of the slip corresponding to the specified slip ID. In the electronic bookkeeping machine 30, it is possible to perform input in accordance with the creation of a plurality of slips. In that case, a plurality of records are registered in the slip item data 38e. The personal identification record data 38f is data relating to the personal identification record received by the electronic bookkeeping machine 30.

  The control unit 39 is a control unit that controls the entire electronic bookkeeping machine 30, and includes an acceptance number data management unit 39a, a slip item data generation unit 39b, an identity verification record generation unit 39c, a registration data transmission unit 39d, and a number tag issue process. It has a portion 39e. In practice, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and these programs are loaded into a CPU (Central Processing Unit) and executed, whereby processes corresponding to the respective programs are stored. Will be executed.

  The receipt number data management unit 39a is a processing unit that manages the receipt number data 38b. Specifically, when the reception number acquisition method of the setting parameter 38 a is set to read the reception number from the number tag issued by the reception device 10, it has been issued by the reception device 10 by the barcode reader 36. The reception number is read from the barcode on the number tag, the purpose of visiting the reception number for the reception number is acquired from the reception device 10, and registered in the reception number data 38b. In addition, when the reception number acquisition method of the setting parameter 38a is set to acquire a reception number by requesting numbering to the reception device 10, the reception is performed after the entry of the slip item of the slip to be created is completed. By specifying the purpose of visiting the machine 10 and requesting the numbering of the reception number, the reception number is numbered, and the received reception number is registered in the reception number data 38b.

  The slip item data generation unit 39b specifies a slip ID that is the type of slip created based on the purpose of visiting the store and the slip determination parameter 38c, and accepts input of the slip item determined based on the slip ID and the slip template data 38d. Thus, information on the accepted slip item is registered in the slip item data 38e. For the purpose of visiting the store, if the reception number acquisition method of the setting parameter 38a is set to read the reception number from the number tag issued by the reception device 10, it has been issued by the reception device 10 by the barcode reader 36. The reception number is read from the barcode on the number tag, and the purpose of visiting the reception number for the reception number already input by the reception device 10 is acquired from the reception device 10, but the reception device 10 is assigned a number in the reception number acquisition method of the setting parameter 38 a. When the setting is such that the reception number is acquired by making a request, a screen for entering a store visit purpose is displayed on the display operation unit 31, and the store visit purpose is acquired by receiving the input on the screen. Further, the slip item data generation unit 39b can reflect information such as a cash card read by the card reader 37 on the slip item data 38e as information on the slip item.

  The slip item data generation unit 39b can create a plurality of slips for one receipt number. As shown in the example of the setting parameter 15a in FIG. 4, the numbering band of the reception number is set for each transaction type (payment / withdrawal, transfer, various notifications, foreign currency exchange, investment consultation, etc.) corresponding to the purpose of visiting the store. ing. When multiple slips are created and there are multiple transaction types, the receipt number is assigned the number corresponding to the transaction type with the highest priority based on the priority order for determining the numbering zone for each transaction type. Numbered in the obi. The numbering zone is divided into several categories depending on the transaction complexity and the like for each transaction type. For example, investment consultation is the highest priority transaction type, and in the following order, priority is determined in the order of foreign currency exchange, various notifications, transfers, deposits / withdrawals. Note that the priority order of transaction types is not limited to this, and these priority orders can be arbitrarily set by setting.

  The identity verification record generation unit 39c determines whether there is a transaction that requires identity verification based on the slip item data 38e generated by the slip item data generation unit 39b, and if there is a transaction that requires identity verification. If it is determined, a screen for inputting necessary items to be described in the personal identification document is displayed, the customer input is received, and the received content is registered in the personal verification record data 38f. In addition, the person confirmation record generating unit 39c registers the image of the person confirmation material acquired by the multi-card scanner 33 in the person confirmation record data 38f.

  When the registration process of the slip item data and the reception process of the data related to the identification document recording are completed, the registration data transmission unit 39d receives the registration number data 38b, the slip item data 38e, The personal identification record data 38 f is transmitted to the server 20.

  The number tag issue processing unit 39e requests the reception device 10 to obtain the reception number by requesting the reception device 10 for numbering in the reception number acquisition method of the setting parameter 38a. The receipt tag 35 is issued with a number tag on which the received receipt number is written.

  Next, a data structure according to the present embodiment of the electronic bookkeeping machine 30 shown in FIG. 5 will be described. FIG. 6 is an explanatory diagram for explaining the data configuration of the electronic bookkeeping machine 30 according to the present embodiment.

  The setting parameter 38a has information on the receipt number acquisition method. The reception number acquisition method is coded data, where “1” indicates that the reception number is acquired by reading the barcode on the number tag, and “2” indicates the reception number of the reception device 10. It shows acquiring from the receiving machine 10 by requesting numbering. The example of the setting parameter 38a in FIG. 6 indicates that the receipt number acquisition method is “1” and the receipt number is acquired by reading the barcode on the number tag.

  The reception number data 38b includes a reception number, a purpose of visiting the store, a reception date and time of reception of the store, information on the account of the customer who has received the store, and the number of slips for each type of slip to be created.

  In the example of the reception number data 38b in FIG. 6, the reception number is “150”, the purpose of visiting the store is “transfer”, the reception date for receiving the store is “2014/4/15”, and the reception time is “11:30”. In the information of the customer's account corresponding to the cash card read by the card reader 37, the store number is “0005”, the subject code is “01”, and the account number is “1234567”. For the number of slips to be created, it indicates that the deposit slip is “0”, the withdrawal slip is “1”, and the transfer request form is “1”.

  The slip determination parameter 38c is data in which a store visit purpose is associated with a slip ID indicating the type of slip. In the example of the slip determination parameter 38c in FIG. 6, the slip ID corresponding to the deposit is “001”, the slip ID corresponding to the withdrawal is “002”, and the slip purpose is a slip corresponding to the transfer. This indicates that the ID is “003” and the purpose of visiting the store is “004” as the slip ID corresponding to the payment of tax public money.

  The slip template data 38d is data in which the item information of the slip corresponding to the slip ID associated with the slip ID indicating the type of the slip is stored in the record. The item information of the slip includes information such as an item identification ID for identifying an item for each item included in the slip. An example of the slip template data 38d in FIG. 6 is a record indicating that the slip with the slip ID “002” has an item with an item identification ID “020” and an item identification ID “030”. Is included.

  The slip item data 38e includes a slip ID associated with the registration date, the reception number, and the reception branch number, a registration start time and a registration end time of the item data of the slip corresponding to the slip ID, and a slip corresponding to the slip ID. This is data in which the item identification ID and the input item value are recorded for each item. The reception branch number is a number that is automatically numbered when a plurality of slips are created with one reception number, and is a serial number that identifies slips within the same reception number.

  In the example of the slip item data 38e in FIG. 6, the registration date is “2014/4/15”, the receipt number is “150”, and the slip ID associated with the receipt branch number “01” is “002”. The registration start time of the item data of the slip corresponding to the slip ID is “11:32”, the registration end time is “11:34”, and the input information of the slip item is the slip item item ID ID “020”. This indicates that a record indicating that the item value of the slip item corresponding to the item value “0005” and the item identification ID “030” is “01” is included.

  The personal identification record data 38f includes a reception number, a reception branch number, a registration date and a registration time when the personal identification record data 38f is registered, personal identification record information, and image data of the personal identification document. The identity verification record information includes the customer's name, occupation, purpose of transaction, name of identity verification document, and the like.

  In the example of the personal identification record data 38f in FIG. 6, the reception number is “150”, the reception branch number is “01”, and the registration date when the personal identification record data 38f is registered is “2014/4/15”. The registration time is “11:36”, the customer's name is “Tanaka Ichiro”, the occupation is “company employee”, the purpose of the transaction is “repayment of borrowing”, and the identification document is “driver's license” It is shown that.

  Next, the internal configuration according to the present embodiment of the server 20 shown in FIG. 2 will be described. FIG. 7 is a block diagram illustrating an internal configuration of the server 20 according to the present embodiment. The server 20 is connected to the input unit 21 and the display unit 22. The input unit 21 is a keyboard, a mouse, or the like, and the display unit 22 is a display device such as a liquid crystal panel.

  The server 20 includes a communication unit 23, a storage unit 24, and a control unit 25. The communication unit 23 is an interface unit for data communication with the accepting device 10, the electronic bookkeeping device 30, the window terminal 40, the staff terminal 93, the customer terminal 94, and the printer 95 via a communication line such as a LAN.

  The storage unit 24 is a storage device including a hard disk device, a nonvolatile memory, and the like. The storage unit 24 includes reception number data 24a, slip item data 24b, identity confirmation recording data 24c, processing history data 24d, and cancellation history data 24e.

  The receipt number data 24a is data obtained by adding information indicating the status of the accepted receipt number data 38b to the record registered by accepting the receipt number data 38b from the electronic bookkeeping machine 30. The information included in the receipt number data 24a can be updated by the window terminal 40, and the result of the update is reflected in the receipt number data 24a.

  The slip item data 24b is data obtained by adding information indicating the state of the accepted slip item data 38e to the record registered by receiving the slip item data 38e from the electronic bookkeeping machine 30. The slip item data 24b can be added, updated, and deleted by the window terminal 40, and the result of addition, update, and deletion is reflected in the slip item data 24b.

  The personal identification record data 24c is data registered by accepting the personal identification record data 38f from the electronic bookkeeping machine 30. The information included in the personal identification record data 24c can be added, updated, and deleted by the window terminal 40, and the result of addition, update, and deletion is reflected in the personal identification record data 24c.

  The processing history data 24d is information that records the results of processing by the window terminal 40 for the records registered in the reception number data 24a. The cancellation history data 24e is data in which cancellation history information is recorded when information relating to a slip once registered in the slip item data 24b is deleted or changed to another type of slip.

  The control unit 25 is a control unit that controls the entire server 20, and includes a receipt number data management unit 25a, a slip item data management unit 25b, an identity verification record management unit 25c, a call interlocking processing unit 25d, a totaling processing unit 25e, and a cancellation. A history inquiry unit 25f is included. Actually, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and the corresponding processes are executed by loading these programs into a CPU (Central Processing Unit) and executing them. I will let you.

  The receipt number data management unit 25a accepts the receipt number data 38b from the electronic bookkeeping machine 30, and registers it as the “accepted” state in the receipt number data 24a. In addition, when the reception number data management unit 25a receives the update information of the reception number data 24a from the window terminal 40, the update number is reflected in the reception number data 24a.

  The slip item data management unit 25b receives the slip item data 38e from the electronic bookkeeping machine 30, adds information indicating an initialized state, etc., and registers it in the slip item data 24b. In addition, when the slip item data management unit 25b receives information on addition, update, and deletion of the slip item data 24b from the window terminal 40, the slip item data management unit 25b reflects the information on addition, update, and deletion in the slip item data 24b. In addition, when the slip item data management unit 25b accepts cancellation of information related to the slip registered in the slip item data 24b from the window terminal 40, the slip item data management unit 25b registers the received cancellation history information in the cancellation history data 24e. The slip item data 24b includes information indicating whether or not the corresponding slip has been printed. The slip item data 24b receives a notification from the window terminal 40 that the slip has been printed, and updates the printed slip.

  The principal confirmation record management unit 25c receives the principal confirmation record data 38f from the electronic bookkeeping machine 30, and registers it in the principal confirmation record data 24c. In addition, when the personal identification record management unit 25c receives update information of the personal identification record data 24c from the window terminal 40, the personal identification record management unit 25c reflects the updated contents in the personal identification record data 24c.

  The call interlocking processing unit 25d receives the call reception number corresponding to the call reception number included in the call notification based on the call notification including the reception number from the reception device 10 and the call window information shown in (j) of FIG. The information of the record extracted from the data 24a, the information of the record extracted from the slip item data 24b corresponding to the receipt number, and the information of the record extracted from the personal identification record data 24c corresponding to the receipt number are called. The information is transmitted to the window terminal 40 corresponding to the call window information included in the notification.

  In addition, when the call link processing unit 25d transmits these data to the window terminal 40, the call window number corresponding to the call window included in the call notification from the reception device 10 is added to the call window number of the reception number data 24a. Is changed to “process completed”, and the status of the record corresponding to the call reception number included in the call notification from the reception device 10 of the reception number data 24a is indicated as “called”. The status is changed and the call counter number is registered in the call counter number of the record.

  The tabulation processing unit 25e tabulates the receipt number data 24a and tabulates the number of customers waiting for a call and the number of slips. Further, the totalization processing unit 25e totals the processing history data 24d, and performs totalization related to the number of processed slips and the person in charge who performed the processing.

  The cancellation history inquiry unit 25f accepts a cancellation history inquiry request including information for specifying cancellation history information such as a cancellation execution date and a customer name, and specifies the corresponding cancellation history information from the cancellation history data 24e. The canceled history information is returned to the request source.

  Next, a data configuration according to the present embodiment of the server 20 shown in FIG. 7 will be described. 8 and 9 are explanatory diagrams for explaining the data configuration of the server 20 according to the present embodiment.

  The reception number data 24a shown in FIG. 8 includes the reception number, the purpose of visiting the store, the reception date and time when the store was received, the state of the customer corresponding to the reception number, the number of the called window, The data includes account information and the number of slips to be created for each type of record. The state is coded data, and “1” has been received, “2” has been called, and “9” has ended processing. Account information includes information such as store number, subject, and account number.

  In the example of the reception number data 24a in FIG. 8, the customer whose reception number is “150” has the purpose of visiting the store as “transfer”, the reception date for receiving the store is “2014/4/15”, and the reception time is “11”. : 30 ”, the status is“ 2 ”, the call has been completed, the call window number is“ 1 ”, the information of the customer's account that has accepted the store is the store number“ 0005 ”, the subject is“ 01 ”, The account number is “1234567”, the number of slips to be created is “0”, the withdrawal slip is “1”, and the transfer request is “1”. It indicates that a record indicating that is included. Further, in the example of the reception number data 24a, the customer with the reception number “550” has the purpose of visiting the store as “loan”, the reception date for receiving the store is “2014/4/15”, and the reception time is “11: 35 ”, the status is“ 1 ”, the receipt has been received, the number of receipt slips by type is“ 0 ”, the withdrawal slip is“ 0 ”, and the transfer request is“ 0 ”. This indicates that a record indicating that the sheet is included is included.

  The slip item data 24b shown in FIG. 8 includes a slip ID associated with a registration date, a reception number and a reception branch number, and a registration start time and a registration end time of the slip item data corresponding to the slip ID in the electronic bookkeeping machine 30. , State, correction flag, addition flag, print flag, item identification ID for each slip item corresponding to the slip ID, and input item value as data items. The status is coded information, “0” is unprocessed, “1” is called, “2” is pending, “8” is deleted, and “9” is processed Indicates. The correction flag is coded information, and “0” indicates that correction has not been performed, and “1” indicates that correction has been performed. The addition flag is coded information, indicating that “0” is data created by the electronic bookkeeping machine 30, and “1” indicates that it has been added by the window terminal 40. The print flag is coded information, and “0” indicates that the slip corresponding to the record is not printed and “1” is printed. In the slip item data 24b shown in FIG. 8, "8" indicating deletion may be set in the state. That is, when the information related to the slip corresponding to the record is canceled, “8” is set in the state. However, the present invention is not limited to this, and a record may be deleted when it is canceled.

  In the example of the slip item data 24b in FIG. 8, the registration date is “2014/4/15”, the reception number is “150”, the slip ID associated with the reception branch number “01” is “002”, and the electronic The registration start time of the item data of the slip corresponding to the slip ID in the bookkeeping machine 30 is “11:32”, the registration end time is “11:34”, the state is “1”, and the correction flag is set. Is not corrected with "0", the addition flag is "0", created in the electronic bookkeeping machine 30, the print flag is "1", and the input information of the slip item is the item identification ID " This indicates that a record indicating that the item value of the slip item for “020” is “0005” and the item value of the slip item for the item identification ID “030” is “01” is included.

  The personal identification record data 24c shown in FIG. 8 is data whose record items include a registration date, a reception number, personal identification record information associated with the reception branch number, and image data of the personal identification document. The identity verification record information includes the customer's name, occupation, purpose of transaction, name of identity verification document, and the like.

  In the example of the personal identification record data 24c in FIG. 8, the registration date is “2014/4/15”, the reception number is “150”, the reception branch number is “01”, and the customer name is “Tanaka Ichiro”. , The occupation is “company employee”, the purpose of the transaction is “repayment of loan”, and the identification document is “driver's license”.

  The processing history data 24d shown in FIG. 8 includes a processing date, a reception number, a processing start time and a processing end time of processing at the window for the reception number, a person ID of a person who performed the process, and a person name. And the number of created slips according to the type of processing completed processing are data items.

  In the example of the processing history data 24d in FIG. 8, the processing date is “2014/4/15”, the reception number is “150”, and the processing start time of processing at the window for the reception number is “11:50”. The processing end time is [11:55], the person in charge of the processed teller is “110”, the name of the person in charge is “Hanako Yamada”, and the number of created slips for each type of receipt is credited. This indicates that a record indicating that the slip is “0”, the withdrawal slip is “1”, and the transfer request form is “1” is included.

  The cancellation history data 24e shown in FIG. 9 includes a cancellation date and time of cancellation, a treatment category, a reason for cancellation, a window number for identifying the window, a person ID for identifying the window person, and a window person in charge. The name of the person in charge, the customer approval information that is the image information of the signature handwritten by the customer, the cancellation slip information that is information related to the canceled slip, and the additional slip information that is information related to the added slip. It is data to be held items. The action category is coded data, and “1” indicates cancellation and “2” indicates a change in slip type. Also, in the cancellation slip information, a receipt item number that is input information for a receipt item related to the canceled slip, a receipt branch number, a slip ID indicating the type of the canceled slip, and a slip item corresponding to the slip ID. Information. The slip item input information includes an item identification ID for identifying an item on the slip for each slip item, an item value of an item corresponding to the item identification ID, and the like. In addition, the additional slip information includes a receipt number, a reception branch number, a slip ID indicating the type of the added slip, and a slip item input that is input information for a slip item corresponding to the slip ID. Information. The slip item input information includes an item identification ID for identifying an item on the slip for each slip item, an item value of an item corresponding to the item identification ID, and the like.

  In the example of the record shown in the cancellation history data 24e of FIG. 9, the cancellation date is “2014/4/15”, the cancellation time is “10:30”, the action type is “2”, and the slip type is changed. The reason for cancellation is “draft slip error”, and the cancellation process was performed at the window with the window number “2”. The person in charge of the window person at that time was “105” and the person in charge of the window person The name is “Kyoko Ohno”. Also, the canceled slip has a receipt number “120”, a receipt branch number “01”, and a slip ID “003”. The input information of the canceled slip item is the first. The item identification ID of the slip item is “021”, the item value of the item is “0005”, the item identification ID of the second slip item is “031”, and the item value of the item is “01”. It is shown that. In addition, a slip added in place of the canceled slip has a reception number “120”, a reception branch number “02”, and a slip ID “004”. Input information of the first slip item is “021”, the item value of the item is “0005”, the item identification ID of the second slip item is “031”, and the item of the item The value is “01”.

  As shown in the example of the record of the cancellation history data 24e in FIG. 9, the reception branch number of the cancellation slip information and the reception branch number of the additional slip information are different numbers, but the present invention is not limited to this. Absent. For example, for the newly added additional slip information, the acceptance branch number of the canceled slip may be taken over.

  Next, the internal configuration according to the present embodiment of the window terminal 40 shown in FIG. 2 will be described. FIG. 10 is a block diagram showing an internal configuration of the window terminal 40 according to the present embodiment. The window terminal 40 includes a display operation unit 41, a communication unit 42, a storage unit 43, and a control unit 44. The display operation unit 41 is a touch panel display or the like, and is an input / output unit that displays input items, displays operation input buttons, and receives input operations. The communication unit 42 is an interface unit for performing data communication with the server 20 via a communication line such as a LAN.

  The storage unit 43 is a storage device composed of a hard disk device, a nonvolatile memory, or the like. The storage unit 43 includes reception number list data 43a, reception number data 43b, slip determination parameter 43c, slip template data 43d, slip item data 43e, identity confirmation record data 43f, and cancellation history data 43g.

  The reception number list data 43a is list information related to an uncalled reception number or a list information related to a processed reception number acquired from the server 20 at the time of performing the process of displaying the uncalled list or processed list of the window terminal 40. is there.

  The receipt number data 43b is data in the same format as the receipt number data 38b of the electronic bookkeeping machine 30, and a record corresponding to the called customer of the receipt number data 24a received from the server 20 when calling the customer at the window. The stored data. In addition, when receiving an operation for inquiring the registered slip contents for any receipt number from the uncalled list or the processed list other than when calling the customer, the receipt number data 24a is designated from the server 20. A record corresponding to the receipt number is acquired and stored as the receipt number data 43b.

  The slip determination parameter 43c is the same as the slip determination parameter 38c of the electronic bookkeeping machine 30. The slip template data 43d is the same as the slip template data 38d of the electronic bookkeeping machine 30.

  The slip item data 43e is data in the same format as the slip item data 38e of the electronic bookkeeping machine 30, and a record corresponding to the called customer of the slip item data 24b received from the server 20 when the customer is called at the window. The stored data. In addition to the time of calling the customer, when the operation of inquiring the registered slip contents for any receipt number from the uncalled list or the processed list is accepted, the slip item data 24b is designated from the server 20. A record corresponding to the receipt number is acquired and stored as the slip item data 43e.

  The identity verification record data 43f is data in the same format as the identity verification record data 38f of the electronic bookkeeping machine 30, and corresponds to the customer who called the identity verification record data 24c received from the server 20 when calling the customer at the window. This is the data that stores the record to be recorded.

  The cancellation history data 43g is data in the same format as the cancellation history data 24e of the server 20, and is data temporarily accumulated for editing the cancellation history information to be transmitted to the server 20 in the window terminal 40.

  The control unit 44 is a control unit that controls the entire counter terminal 40, and includes an acceptance number list display unit 44a, a slip item data update unit 44b, an identity confirmation record update unit 44c, an update data transmission unit 44d, a print processing unit 44e, It has a total result output unit 44f and a cancellation history inquiry unit 44g. Actually, programs corresponding to these functional units are stored in a ROM or non-volatile memory (not shown), and the corresponding processes are executed by loading these programs into a CPU (Central Processing Unit) and executing them. I will let you.

  The reception number list display unit 44a receives an instruction from the display operation unit 41 and displays an uncalled list or a processed list.

  The slip item data update unit 44b stores, as the slip item data 43e, the record corresponding to the called customer of the slip item data 24b received from the server 20 when the customer is called to the window, and displays the contents of the slip item data 43e on the screen. And the change input is received, and the received content is reflected in the slip item data 43e. Further, the slip item data update unit 44b can cancel slip unit information registered in the slip item data 43e. In addition, when the information of the slip unit registered in the slip item data 43e is canceled, the cancellation history information including the information related to the canceled slip, the image data of the reason of cancellation, the customer's signature, etc. Register in the data 43g. In addition, the slip item data update unit 44b can add slip unit information to the slip item data 43e.

  Further, the slip item data update unit 44b can register a new slip by using the information related to the slip that has been once registered in the slip item data 43e but has been deleted. However, in that case, approval of officers and customers is necessary in order to prevent unauthorized information from being cited by the person in charge of the counter.

  The identity verification record update unit 44c stores, as the identity verification record data 43f, a record corresponding to the customer who has called the identity verification record data 24c received from the server 20 when the customer is called to the window. The contents are displayed on the screen and the input of the change is accepted, and the accepted contents are reflected in the personal identification record data 43f. In addition, the personal identification record update unit 44c can also delete the personal identification record unit information registered in the personal identification record data 43f. In addition, the person confirmation record update unit 44c can add a new person confirmation record to the person confirmation record data 43f.

  The update data transmission unit 44d transmits to the server 20 the update contents of the receipt number data 43b, the slip item data 43e, the personal identification record data 43f, and the cancellation history data 43g, which are performed after calling the customer to the window. The print processing unit 44e outputs a slip and a personal identification record from the printer 95 based on the slip item data 43e and the personal identification record data 43f. The totaling result output unit 44f specifies the type of totaling to the server 20 and makes a totaling request, thereby acquiring the totaling result corresponding to the designation and outputting it to the display operation unit 41 or the printer 95.

  The cancellation history inquiry unit 44g is a processing unit that inquires information related to a canceled slip. The cancellation history inquiry unit 44g receives a cancellation history inquiry request including information for specifying cancellation history information such as the cancellation execution date and time and the customer name, and transmits a cancellation history inquiry request including the received content to the server 20. The cancel history information received as a response to the request is output to the display operation unit 41.

  Next, the data structure according to the present embodiment of the window terminal 40 shown in FIG. 10 will be described with reference to FIG.

  The receipt number list data 43a is data in which the receipt number, the customer name, the customer's purpose of visiting the store, the number of slips created by the electronic bookkeeping machine 30, the state, the person in charge of the teller, and the person in charge name are stored items. . The state is coded data, and “1” has been received, “2” has been called, and “9” has ended processing.

  In the example of the reception number list data 43a in FIG. 11, the reception number is “145”, the customer name is “Taro Suzuki”, the purpose of visiting the store is “Tax”, and the number of slips created by the electronic bookkeeping machine 30 is “ 2 ”, the status is“ 2 ”, the call has been completed, the teller person in charge ID is“ 110 ”, and the person in charge name is“ Yamada Hanako ”is included. Yes. Also, if the receipt number is “549”, the purpose of visiting the store is “Various Notifications”, the number of slips created by the electronic bookkeeping machine 30 is “0”, the status is “9”, and the processing is completed. This indicates that a record indicating that the person ID is “205” and the person in charge is “Yuko Tanaka” is included.

  Next, screen transitions associated with screen configurations and operations related to input of slip items of slips to be created in the electronic bookkeeping machine 30 shown in FIG. 2 will be described with reference to FIG. The example of FIG. 12 is an example of screen transition when the setting parameter 38 a of the electronic bookkeeping machine 30 is set to read the receipt number from the number tag issued by the accepting machine 10.

  FIG. 12A is an initial screen of the electronic bookkeeping machine 30 and displays a message that the barcode reader 36 reads the barcode of the number tag issued by the accepting machine 10. When the barcode on the number tag is read by the barcode reader 36, the receipt number read from the barcode is displayed in the receipt number field at the center of the screen. At the bottom of the screen, confirm the receipt number displayed in the receipt number field at the center of the screen and the “Enter with numeric keypad” button to expand the screen for entering the receipt number using the numeric keypad and expand it to the next screen A “confirm” button is arranged.

  In the screen of FIG. 12A, after reading the barcode of the number tag issued by designating withdrawal for the purpose of visiting at the reception machine 10 and pressing the “confirm” button, the card reader 37 receives the cash card. When read, the screen transitions to the screen shown in FIG. The screen of FIG. 12B displays information on the cash card read by the card reader 37 and a message for confirming withdrawal from the displayed cash card account. Also, at the bottom of the screen in FIG. 12B, the QR code reader 34 designates another account with a “QR code reading” button for transitioning to a screen for designating a withdrawal source account and a numeric keypad. "Others" button for transitioning to the screen to perform, and "Confirmation" button for confirming withdrawal from the account displayed in FIG. 12 (b) and expanding to the next screen Is done.

  If the “QR code reading” button is pressed on the screen of FIG. 12B, the screen transitions to the screen shown in FIG. On the screen of FIG. 12C, a message for reading the QR code including the account information displayed on the mobile terminal is displayed. In the center of the screen, a field for displaying information related to the account read from the QR code displayed on the mobile terminal is arranged. Also, at the bottom of the screen, a “card account” button for instructing to withdraw from the cash card read by the card reader 37 and a screen for designating another account using a numeric keypad are displayed. An “Other” button and a “Confirm” button for confirming withdrawal from the account displayed after reading the QR code and expanding it to the next screen are arranged.

  When the “card account” button is pressed on the screen of FIG. 12C, the screen returns to FIG. Also, when the “confirm” button is pressed in FIG. 12B, or when the “confirm” button is pressed after reading the QR code displayed on the mobile terminal in FIG. Transition to the screen shown. In the example shown in FIG. 12, the QR code is read in FIG. 12C, information related to the account read from the QR code is automatically input, and the screen changes to the withdrawal amount input screen in FIG. However, if all the input items including the withdrawal amount are registered in advance in the mobile terminal and the data of these input items is QR coded, all the items including the withdrawal amount are read by reading this QR code. The input item may be automatically input, and the screen shown in FIG.

  The screen of FIG. 12D is a screen for inputting the withdrawal amount, and a message for entering the withdrawal amount, a numeric keypad for entering the withdrawal amount, and the amount entered with the numeric keypad. And a field for the amount to be displayed. Also, at the bottom of the screen, a “confirm” button for confirming the amount displayed in the amount field and expanding it to the next screen is arranged.

  In FIG. 12D, if the withdrawal amount is input with the numeric keypad and the “Confirm” button is pressed, the screen changes to the screen shown in FIG. FIG. 12E is a screen for confirming the input contents of the item of the withdrawal slip input by the customer. A list of the input contents of the item of the withdrawal slip is displayed. When a button or item is modified, a message to the effect that the item name is touched is displayed. In addition, a “confirm” button is arranged at the bottom.

  When the “confirm” button is pressed on the screen of FIG. 12E, the screen transitions to the screen shown in FIG. In the screen of FIG. 12F, a “Continue to create other slip” button indicating that another slip is to be created and an “End” button to indicate that slip creation is to be ended are arranged. .

  When the “Create another slip” button is pressed on the screen of FIG. 12F, the screen transitions to the screen of FIG. The screen in FIG. 12G is a screen for selecting a slip to be created. On the screen of FIG. 12G, a button for designating a slip to be created and a “return” button for returning to the screen of FIG.

  Next, FIG. 13 shows the screen configuration used for canceling the information related to the slip registered by the electronic bookkeeping machine 30 shown in FIG. It explains using. In the example shown in FIG. 13, when a customer who wanted to make a transfer to a certain account selects a deposit slip by mistake when creating a transfer request form, and enters information related to the deposit slip on the electronic bookkeeping machine 30. FIG. 7 is a diagram for explaining screen transitions associated with screen configurations and operations used when canceling a created payment slip and creating a transfer request document instead.

  FIG. 13A is a screen for confirming information related to the slip registered by the customer in the electronic bookkeeping machine 30 displayed in conjunction with the customer's call by the teller monitor 91. In the example shown in FIG. 13A, information related to the deposit slip registered by the customer with the electronic bookkeeping machine 30 is displayed. In addition, “(1/2)” is displayed at the right end of the line where the slip name is displayed, and the first slip is displayed on the screen, and information relating to two slips in total is input. It shows that. Also, at the bottom of the screen, a “next slip” button for switching to display of the next slip, a “cancel” button for instructing cancellation of information relating to the slip being displayed, and a slip associated with the currently displayed slip A “confirm” button for inputting that the information content has been confirmed as having no problem is arranged.

  Moreover, in the area | region where the information which concerns on a slip of FIG.13 (a) is displayed, the screen for making a change with respect to a corresponding item can be displayed by touching an item name. When the item name “payment amount” in the area where the information relating to the slip is displayed in FIG. 13A is touched, the screen changes to the screen in FIG.

  The screen of FIG. 13B is a screen for changing the deposit amount, and includes a numeric keypad used to input the deposit amount and an item display area for displaying the input contents. Also, at the bottom of the screen, there is a “Back” button to cancel the change of the deposit amount, and a “Confirm” button to input that the deposit amount echoed back by entering with the numeric keypad is confirmed. Is placed. When the “Return” button on the screen of FIG. 13B or the “Confirm” button is pressed after inputting the deposit amount using the numeric keypad, the screen transitions to the screen of FIG. When the “confirm” button is pressed after entering the deposit amount using the numeric keypad, the deposit amount entered using the numeric keypad is reflected in the display of the deposit amount column in FIG.

  When the “Cancel” button is pressed on the screen of FIG. 13A, the screen transitions to the screen of FIG. The screen in FIG. 13C is the same as the screen for confirming cancellation of information related to the slip shown in FIG. If the “cancel execution” button is pressed after selecting the cancellation reason and inputting the customer's signature on the screen of FIG. 13C, the screen changes to the screen of FIG.

  The screen in FIG. 13D is a screen for designating the type of a slip to be created instead of the canceled slip, and a button for designating the type of the slip is arranged. In the lower right of the screen, a “do not create slip” button for instructing not to create a substitute slip is arranged.

  When the “transfer” button indicating creation of a transfer request form in FIG. 13D is pressed, a transition is made to the screen of FIG. The screen shown in FIG. 13E is a screen for accepting an instruction as to whether or not the information input to the canceled payment slip shown in FIG. 13A is to be used as a transfer destination account. As shown in FIG. 13 (e), a “use” button indicating that the information input to the canceled payment slip shown in FIG. 13 (a) is used as a transfer destination account is not used. A “not used” button is arranged to indicate that.

  When the “use” button is pressed on the screen of FIG. 13E, the screen transitions to the screen of FIG. A screen for specifying an account for a transfer destination because the information input to the deposit slip shown in FIG. 13A canceled by the “Use” button is used as the account for the transfer destination. Is skipped and the screen shifts to a screen for inputting the transfer amount displayed in FIG. FIG. 13F is a screen for inputting the transfer amount, and includes a numeric keypad used to input the transfer amount and an item display area for displaying the input contents. Also, at the bottom of the screen, there is a “Return” button to cancel the transfer amount input, and a “Confirm” button to input that the transfer amount echoed back by entering with the numeric keypad has been confirmed. Is placed. When the “return” button is pressed on the screen of FIG. 13F, the screen returns to the screen of FIG. In addition, when “Confirm” button is pressed after inputting “50000” with the numeric keypad on the screen of FIG. 13F, the input of the transfer amount is completed. Thereafter, the screen for inputting the client's name, the screen for inputting the client's address, and the screen for inputting the contact information of the client are developed in sequence, and when input of necessary items is completed on each screen, FIG. Transition to the screen.

  The screen of FIG. 13G is a screen for confirming information input for the item of the transfer request form. As shown in FIG. 13G, the information input for the item of the transfer request form is displayed in a list. Further, at the bottom of the screen, as in FIG. 13A, a “next slip” button for switching to display of the next slip, and a “cancel” button for instructing cancellation of information relating to the currently displayed slip And a “confirm” button for inputting that the content of the information on the displayed slip is confirmed as having no problem. If the “Confirm” button is pressed on the screen of FIG. 13G, the information related to the transfer request document displayed in FIG. 13G has been confirmed and entered for the second slip. Transition to a screen for confirming information.

  Next, the screen configuration of the output screen of the cancellation history inquiry performed at the window terminal 40 shown in FIG. 2 will be described with reference to FIG. FIG. 14 shows the screen displayed when canceling the receipt slip created when requesting the transfer transaction shown in FIG. 13 and inquiring the cancellation history information when the transfer request form is newly created. It is the figure shown as an example of the screen of history inquiry.

  As shown in FIG. 14, the date of the cancellation process, the ID and name of the person in charge at the time of the cancellation process, the treatment category, the reason for the cancellation, and the handwritten by the customer during the cancellation process A sign image, information on the canceled slip, and information on the added slip instead are displayed. If the slip is canceled and no substitute slip is created, information relating to the slip added instead is not displayed.

  In this way, since the person in charge at the time of cancellation remains in the history, there is a great deterrent effect against an illegal act in which the person in charge of the person deletes information related to the slip illegally. In addition, since the customer's signature can be left as an image, it is possible to leave proof that the customer has been approved at the time of cancellation processing.

  Next, a processing procedure of a series of processes such as the confirmation process of the contents of the slip item of the slip to be created and the print processing of the slip to be created in the window terminal 40 shown in FIG. 2 will be described with reference to the flowchart shown in FIG. .

  When the data received from the server 20 in conjunction with the customer call operation of the teller monitor 91 includes information relating to the created slip (step S101; Yes), the slip item data update unit 44b displays the information shown in FIG. All items of the input information of the created slip items as shown in Fig. 5 are displayed on the screen (step S102). If the data received from the server 20 has no information relating to the created slip (step S101; No), the process proceeds to step S109.

  When the operation of the “confirm” button indicating that there is no problem in the item input information of the created slip displayed on the screen displayed in step S102 is received (step S103; Yes), the process proceeds to step S104. When the operation of the “cancel” button indicating that the slip corresponding to the displayed information is canceled on the screen displayed in step S102 is accepted (step S103; No, step S105; Yes), the screen is displayed on the screen. If there is information relating to a voucher that has not been confirmed among the information relating to the created voucher received from the server 20 (step S104; No), By returning to step S102, processing for a slip that has not yet been confirmed is performed.

  In addition, when an operation for selecting an item to be updated is accepted by tapping the name of the displayed slip item on the screen displayed in step S102 (step S105; No, step S107; Yes), the selected slip is selected. An input screen for changing the item is displayed, the change content is received, the slip item data 43e is updated based on the received content (step S108), and the process returns to step S102. If the selection operation of the item to be updated by tapping the name of the displayed slip item is not accepted (step S107; No), the process of step S108 is skipped and the process proceeds to step S102.

  When the information related to the created slip received from the server 20 has been confirmed (step S104; Yes), the selection operation for accepting whether or not to create another slip is accepted. A transaction that displays a screen and accepts an operation not to create another slip (step S109; No) and requires identity verification according to the slip item data 43e confirmed or updated in the processing up to step S109. If it is determined that identity verification is necessary (step S110; Yes), the identity verification record update unit 44c, if it has received a registered identity verification record from the server 20, the content thereof Is displayed and a change input of the contents of the registered identity verification record is accepted, and if the registered identity verification record is not accepted by the server 20, a registration screen is displayed. Shows accepts information identification records to be registered, and updates the registration contents identification records data 43f accepted or identification records data 43f (step S111). If it is not determined that identity verification is necessary (step S110; No), the process of step S111 is skipped.

  In the processing up to step S111, if there is valid information that has not been deleted in the slip item data 43e or there is valid data in the person confirmation record data 43f (step S112; Yes), the print processing unit 44e The slip is printed by the printer 95 based on the slip item data 43e, and the personal identification record is printed by the printer 95 based on the personal identification record data 43f (step S113). In the processing up to step S111, when there is no valid information not deleted in the slip item data 43e and there is no valid data in the personal identification record data 43f (step S112; No), step S113 is skipped. The update data transmission unit 44d transmits the receipt number data 43b, the slip item data 43e, the personal identification record data 43f, and the cancellation history data 43g to the server 20 (step S114), and ends the process. In the description of this flowchart, the receipt number data 43b, slip item data 43e, identity verification record data 43f, and cancellation history data 43g are all transmitted to the server 20 in step S114. Good.

  If an operation to create another slip is accepted on the screen for accepting an operation for selecting whether or not to create another slip (step S109; Yes), the slip item data update unit 44b is configured as shown in FIG. A screen for designating a slip to be created corresponding to the purpose of visiting the store as shown in d) is displayed to accept designation of the slip to be created (step S115).

  The slip item data updating unit 44b displays an input screen for an item that has not been entered in the slip item of the designated slip received in step S115, receives an input for the item, and adds the received input content to the slip item data 43e. It is registered in the slip item input information of the record (step S116). If the input process for all slip items is not completed in the process of step S116 (step S117; No), the process returns to step S116. When the input process for all the slip items is completed in the process of step S116 (step S117; Yes), the slip item data update unit 44b displays the input information of all items for the slip item of the slip being created. (Step S118).

  If an item selection operation indicating item correction is received on the screen displayed in step S118 (step S119; Yes), the process returns to step S116. In addition, when the pressing of the “confirm” button indicating that there is no problem in the display content is received on the screen displayed in step S119 (step S119; No), the process returns to step S109.

  Next, a processing procedure of information cancellation processing (step S106) related to the slip in the window terminal 40 shown in FIG. 15 will be described with reference to the flowchart shown in FIG.

  The slip item data update unit 44b displays a screen for confirming cancellation of the slip as shown in FIG. 13C (step S201). When the operation of the “cancel execution” button is accepted on the screen displayed in step S201 (step S202; Yes), if the reason for cancellation and the customer signature are input on the screen displayed in step S201 (step S203; Yes) ), The slip item data update unit 44b deletes information related to the slip for which cancellation is designated from the slip item data 43e (step S204). In the screen displayed in step S201, if the cancellation reason and customer signature have not been input yet (step S203; No), the slip item data update unit 44b needs to input the cancellation reason and customer signature. Is displayed (step S205), and the process returns to step S202.

  When the operation of the “return” button is received on the screen displayed in step S201 (step S202; No, step S206; Yes), the process is terminated. If the operation of the “return” button is not accepted on the screen displayed in step S201 (step S206; No), the process returns to step S202 to wait for the operation of the “cancel execution” button or the “return” button. Do.

  If the slip item data update unit 44b displays a screen for designating a slip to be created instead of the canceled slip as shown in FIG. 13D, and accepts designation of the type of slip to be created, A record is added to the slip item data 43e, and a slip ID corresponding to the slip type designated to be accepted is registered in the slip ID of the added record (step S207). In the screen displayed in step S207, an instruction for a slip to be created is accepted (step S208; Yes), and if the designated slip is a slip that can be used to quote item information of the canceled slip (step S209; Yes). The slip item data update unit 44b displays a screen for designating whether or not to quote item information of the canceled slip as shown in FIG. 13E, and accepts the designation input ( Step S210). If the slip designated on the screen displayed in step S207 is a slip that cannot quote item information of the canceled slip (step S209; No), the process proceeds to step S213.

  If the operation of the “use” button indicating that the item information of the slip canceled in step S210 is cited (step S211; Yes), the slip item data update unit 44b relates to the slip canceled in step S204. A quoting process is performed for fetching the information as information on a slip item created instead of the canceled slip received in step S207 (step S212). Specifically, the slip item data update unit 44b reflects a part or all of the slip item input information for the canceled slip in the slip item input information of the record added in step S207. When the operation of the “do not use” button indicating that the item information of the slip canceled in step S210 is not cited is accepted (step S211; No), the process of step S212 is skipped and the process proceeds to step S213.

  Further, the slip item data update unit 44b displays an input screen for an item that has not been input among the input items for the slip that has been designated in step S207, receives an input for the item, and receives the received information. Registration is made in the slip item input information of the record added in step S207 (step S213). If the input to all items has been completed in the processing up to step 213 (step S214; Yes), the slip item data update unit 44b creates a newly created slip as shown in FIG. A confirmation screen for displaying all the input items as items is displayed (step S215). If input for all items has not been completed in the processing up to step 213 (step S214; No), the process returns to step S213.

  When an item selection operation by tapping an item name indicating that the displayed input content is to be changed is accepted on the screen displayed in step S215 (step S216; Yes), the selection is made by returning to step S213. Transition to the input screen for the specified item. On the other hand, when the operation of the “confirm” button indicating that there is no problem with the displayed content is accepted on the screen displayed in step S215 (step S216; No), the slip item data update unit 44b Then, the cancellation history information including the information related to the canceled slip, the information related to the newly created slip, the reason for cancellation, the image of the customer's signature, and the like is registered in the cancellation history data 43g (step S217), and the processing ends.

  In addition, when an operation of a “no slip creation” button indicating that there is no slip to be created in place of the canceled slip is received on the screen displayed in step S207 (step S208; No), the slip item data update unit 44b registers the cancellation history information including the information related to the canceled slip, the reason for cancellation, the image of the customer's signature, and the like in the cancellation history data 43g (step S218), and ends the process.

  In the processing procedure of the cancellation process described with reference to FIG. 16, when canceling a slip or changing the type of slip as described in the determination processing in step S <b> 203, it is confirmed that the input of the reason for cancellation and the approval of cancellation are accepted. Although it has been explained that both of the customer signatures shown are necessary, the present invention is not limited to this. For example, only the customer's signature may be used. Moreover, you may make it input the PIN code of the account which a customer holds instead of a customer's signature. Further, in the flowchart shown in FIG. 16, when a “cancel execution” button is operated, a processing procedure for checking whether an input of a reason for cancellation and an input of a customer sign indicating approval of cancellation are performed. In order to enable / disable the “Cancel” button so that the “Cancel” button cannot be operated unless the customer's signature indicating that the cancellation reason has been entered and the customer's approval has been entered. The control may be controlled.

  As described above, in this embodiment, when canceling information related to a slip registered by the customer in the electronic bookkeeping machine 30 at the window terminal 40 or changing the type of slip, information related to the canceled slip, Since the cancellation reason and the image of the customer's signature are stored in the server 20 as cancellation history information, and the cancellation history information stored in the server 20 can be inquired later, the electronic bookkeeping machine 30 It is possible to appropriately manage information related to the generated slip, and appropriately check the generation history related to the slip.

  In the present embodiment, the electronic bookkeeping machine 30 and the window terminal 40 have been described as having processing units that operate in the respective terminal devices, but the present invention is not limited to this. For example, the electronic bookkeeping machine 30 and the window terminal 40 perform only display and operation reception using a Web browser or the like, and the server 20 performs processing realized by the processing unit included in the control unit of each terminal device described in the embodiment. It may be performed in

  In the present embodiment, an example has been described in which a barcode including information on the receipt number is printed on the number tag issued by the accepting device 10, but the present invention is not limited to this. When a barcode is not printed on the number tag issued by the accepting machine 10, the receipt number may be manually entered using a numeric keypad displayed on the screen in the electronic bookkeeping machine 30.

  In this embodiment, the card reader 37 is connected to the electronic bookkeeping machine 30 so that the information on the slip reflects the cash card information read by the card reader 37. However, the present invention is not limited to this. It is not something. For example, a card reader is connected to the reception device 10, information such as a cash card read by the card reader connected to the reception device 10 is stored in association with the reception number, and a number tag bar is stored in the electronic bookkeeping device 30. When the receipt number is read from the code, the information read from the cash card may be transferred to the electronic bookkeeping machine 30 in response to an inquiry from the electronic bookkeeping machine 30.

  In the present embodiment, the accepting machine 10 accepts the customer call operation of the teller monitor 91 and outputs the customer information to be called to the number calling device 92 to call the customer at the counter, and from the accepting machine 10 to the server 20. The information related to the customer called is sent to the window terminal 40, and the information related to the customer called to the window terminal 40 is displayed. The invention is not limited to this. For example, a customer call operation is accepted by the window terminal 40, a customer call request is transmitted to the reception device 10, and the reception device 10 that has received the customer call request outputs information of the customer to be called to the number calling device 92. Thus, the customer may be called to the window, and the window terminal 40 may acquire and display information relating to the customer called from the server 20.

  In this embodiment, the server 20 is provided separately from the electronic bookkeeping machine 30 as a system configuration. However, the function of the server 20 may be realized by the electronic bookkeeping machine 30. Further, when a plurality of electronic bookkeeping machines 30 are installed, one of the plurality of electronic bookkeeping machines 30 is set as a parent machine, and the other is set as a child machine so that the parent machine has the function of the server 20. May be.

  In addition, each configuration illustrated in the above-described embodiments is functionally schematic and does not necessarily need to be physically configured as illustrated. That is, the form of distribution / integration of each device is not limited to that shown in the figure, and all or a part thereof may be functionally or physically distributed / integrated in an arbitrary unit according to various loads or usage conditions. Can be configured.

  As described above, the electronic bookkeeping system and the slip information management method according to the present invention are suitable for appropriately managing the information related to the slip generated by the electronic bookkeeping machine 30 and appropriately checking the generation history related to the slip. ing.

DESCRIPTION OF SYMBOLS 10 Reception machine 11, 31, 41 Display operation part 12 Number tag printing part 14, 23, 32, 42 Communication part 15, 24, 38, 43 Storage part 15a, 38a Setting parameter 15b Reception number numbering data 15c, 24a, 38b , 43b Reception number data 16, 25, 39, 44 Control unit 16a Reception processing unit 16b Reception number numbering unit 16c Number tag issuing unit 16d, 25a, 39a Reception number data management unit 20 Server 21 Input unit 22 Display unit 24b, 38e , 43e slip item data 24c, 38f, 43f identity verification record data 24d processing history data 24e, 43g cancellation history data 25b slip item data management unit 25c identity verification record management unit 25d call interlocking processing unit 25e aggregation processing unit 25f, 44g cancellation history Inquiry Department 30 Electronic Bookkeeping Machine 33 Multi-Card Ski NA 34 QR code reader 35 Receipt printer 36 Bar code reader 37 Card reader 38c, 43c Voucher determination parameters 38d, 43d Voucher template data 39b Voucher item data generator 39c Personal identification record generator 39d Registration data transmitter 39e Number tag issue processor 40 counter terminal 43a receipt number list data 44a receipt number list display section 44b slip item data update section 44c identity verification record update section 44d update data transmission section 44e print processing section 44f count result output section 90 office monitor 91 teller monitor 92 number call Equipment 93 Staff terminal 94 Customer terminal 95 Printer

Claims (8)

An electronic bookkeeping machine that generates slip information including type information indicating a type of processing requested by the customer and item information specifying the content of the processing requested by the customer based on the input operation of the customer;
A window terminal that is provided in the vicinity of the window and executes a cancellation process for canceling the slip information based on an input operation of the customer and / or the window person in charge;
An electronic bookkeeping system comprising: a storage unit that stores a history of the cancellation process performed by the window terminal together with canceled slip information. The storage unit
2. The electronic bookkeeping system according to claim 1, wherein information for identifying the person in charge of the window is included in a history of the cancellation processing by the window terminal. The window terminal is
A reason reception unit for receiving a cancellation reason, which is a reason for canceling the slip information generated by the electronic bookkeeping machine,
The storage unit
The electronic bookkeeping system according to claim 1 or 2, wherein the reason for cancellation received by the reason reception unit is stored in a history of cancellation processing by the window terminal. The window terminal is
A determination unit for determining whether cancellation of the slip information generated by the electronic bookkeeping machine is based on a predetermined condition;
The window terminal is
The electronic bookkeeping system according to claim 3, wherein when the determination unit determines that the voucher information cannot be canceled, the cancellation process is limited. The window terminal is
An approval information receiving unit for receiving approval information which is information indicating approval of the customer for cancellation of the slip information generated by the electronic bookkeeping machine;
The determination unit
The slip information generated by the electronic bookkeeping machine can be canceled on the condition that the reason for cancellation is received by the reason reception unit and / or that the approval information is received by the approval information reception unit. The electronic bookkeeping system according to claim 4, wherein the electronic bookkeeping system is determined. The window terminal is
A post-change slip information generating unit that generates post-change slip information that is new slip information instead of the slip information to be canceled by the cancel processing;
The storage unit
6. When the post-change slip information is generated by the post-change slip information generation unit, the post-change slip information is included in the cancellation process history and registered. The electronic bookkeeping system according to one. The changed slip information generation unit
The electronic bookkeeping system according to claim 6, wherein a part or all of the slip information canceled by the cancellation processing of the window terminal is reflected in the changed slip information. Slip information generation for generating slip information including type information indicating the type of processing requested by the customer and item information for specifying the content of the processing requested by the customer based on an input operation of the customer in the electronic bookkeeping machine Steps,
Based on the input operation of the customer and / or the person in charge at the window terminal provided near the window, the cancellation processing step for canceling the slip information and the history of the cancellation processing by the cancellation processing step are stored together with the canceled slip information. A voucher information management method characterized by including a storing step.

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