JP5736177B2 - Executive approval system and notification method of executive approval request message - Google Patents

Description

  The present invention relates to a position approval system and a notification method for a position approval request message.

  Of the transaction processing at the financial institution's window, in order to perform transaction processing related to high-value transactions exceeding the authority of the operator or unusual handling, approval work by the officers (hereinafter, “approval approval”) is required. Conventionally, when approval of a seat is required, the operator has handed the necessary documents such as slips to the staff and has the staff stamp a seal. However, manual approval of the seat takes much time for both the operator and the officer, and the customer has to wait for the approval of the seat, which is very inconvenient. In view of this situation, recently, a role approval system has been developed that allows a role approval to be performed by remote operation between terminals.

  This officer approval system allows the operator of the counter to transfer the slip data from the counter terminal to the officer's terminal when approval of the officer's seat arises, and to receive approval from the officer on the officer's terminal. It is a system to do. Using this office approval system, the operator takes necessary documents such as slips from the window to the office of the officers, the staff manually stamps them, and takes the required documents to the window. This saves you the trouble of returning home and greatly improves the efficiency of the processing related to the office approval. However, in the system in which the account for executing the above-mentioned seat approval system and the account for performing normal OA work are distinguished, if the board terminal is activated with the account for OA work, Since the notice of the approval of the position requested for the account of the system cannot be referred, even if the request for the approval of the position is notified to the officer, the officer cannot know it. In preparation for such a situation, for example, measures such as applying a message notification method described in Patent Document 1 below are being studied.

JP 2005-316925 A

  For example, even if the office terminal is activated with an OA business account, it can be confirmed whether a request for approval of the office has occurred within the scope of processing that can be executed with the OA business account. The mechanism is being considered. However, in the technique described in Patent Document 1 above, since messages cannot be exchanged between different accounts, a request for approval of the office cannot be sent to the office terminal activated with the OA business account. .

  Therefore, the present invention has been made in view of the above problems, and an object of the present invention is to provide an office terminal and a counter terminal that are activated under different accounts for performing different tasks. To provide a new and improved position approval system and a position approval request message notification method capable of notifying without delay that a position approval request has been made to a position terminal. is there. More specifically, even if the board terminal is activated or executed with an account that is not an account for receiving the board approval request, it is possible to know that there has been a board approval request from the window terminal. There is to do.

  In order to solve the above problems, according to an aspect of the present invention, there is provided a board approval system including a board terminal, a window terminal, and a server, wherein the window terminal performs an operation for requesting board approval. A request message transmission unit that transmits a message requesting approval of a position to the server in the case where the request is received, the server holds a request message that holds the message transmitted by the request message transmission unit included in the window terminal And the board terminal confirms the message held by the request message holding means of the server at predetermined time intervals, and the presence of the message is confirmed by the request message checking means. Request message receiving means for receiving a message from the request message holding means possessed by the server, Having a request message display means for displaying the received message by the request message receiving unit, winning seats approval system is provided. With this configuration, even when the officer terminal is activated with the OA business account, it is possible to notify the officer terminal of a request for approval of the officer.

  Further, the request message transmission means is configured to transmit a message requesting approval of the position to the server when the position terminal is activated with an account different from the account for the account business. It may be configured.

  In order to solve the above problem, according to another aspect of the present invention, there is provided a notification method of a position approval request message in a position approval system including a position terminal, a window terminal, and a server. When an operation for requesting approval is performed, when the message is transmitted in the request message transmitting step, and the request message transmitting step, the window terminal transmits a message requesting the approval of the position to the server, A request message holding step in which the server holds the message; a request message check step in which the officer terminal confirms whether or not a message is held in the server; and the request message check. A request message receiving step of receiving the message from the server when the presence of the message is confirmed in the step; Including, a request message display step of displaying a received message in the over-di receiving step, the notification method of winning seats approval request message is provided. With this configuration, even when the officer terminal is activated with the OA business account, it is possible to notify the officer terminal of a request for approval of the officer.

  Further, in the request message transmission step, even when a message requesting approval of the position of the board is transmitted to the server when the board terminal is activated with an account different from the account for the account business. Good.

  As described above, according to the present invention, even when the officer's seat terminal and the window terminal are activated with different accounts, it is possible to notify the officer's seat terminal that a request for approval of the officer's seat has been made without delay. Is possible.

It is explanatory drawing for demonstrating the system configuration | structure of the account system which concerns on one Embodiment of this invention. It is explanatory drawing for demonstrating operation | movement of the account type | system | group system which concerns on this embodiment. It is explanatory drawing for demonstrating the notification method of the approval request which concerns on this embodiment. It is explanatory drawing which shows the hardware structural example which can implement | achieve the function of the window terminal which concerns on this embodiment, a board terminal, and the account business server.

  Exemplary embodiments of the present invention will be described below in detail with reference to the accompanying drawings. In addition, in this specification and drawing, about the component which has the substantially same function structure, duplication description is abbreviate | omitted by attaching | subjecting the same code | symbol.

[About the flow of explanation]
Here, the flow of explanation regarding the embodiment of the present invention described below will be briefly described. First, the system configuration of the officer approval system 10 according to the present embodiment will be described with reference to FIG. Next, the operation of the officer approval system 10 according to the present embodiment will be described with reference to FIG. Next, an approval request notification method according to the present embodiment will be described with reference to FIG. Next, an example of a hardware configuration capable of realizing the functions of the window terminal 11, the board terminal 12, and the billing business server 13 according to the present embodiment will be described with reference to FIG.

<Embodiment>
Hereinafter, an embodiment of the present invention will be described.

[System configuration of the seat approval system 10]
First, the system configuration of the officer approval system 10 according to the present embodiment will be described with reference to FIG. FIG. 1 is an explanatory diagram for explaining a system configuration of a role approval system 10 according to the present embodiment.

  As shown in FIG. 1, the board approval system 10 is mainly composed of a window terminal 11, a board terminal 12, and a billing business server 13. Note that the account business server 13 is connected to a storage means capable of storing a role approval request message for notifying the officer of the position approval.

  In addition, the window terminal 11 and the board terminal 12 are installed in a sales office of a financial institution. The accounting business server 13 is installed in a financial institution or a data center, and can communicate with a terminal installed in the sales office. The data center and the internal network of the branch are connected via a dedicated line. In addition, terminals in the store are connected via an internal network of the store. The sales office is a shop that handles window processing and various transaction processing. On the other hand, the data center has a role of overseeing transaction processing handled by a plurality of sales offices.

  The window terminal 11 is connected to a not-shown passbook machine, scanner, or the like, and reads description contents such as a passbook or payment slip brought by the customer, or executes a procedure for printing description contents related to a deposit transaction or a public money payment. Used when. The window terminal 11 is also used for opening a new account, inputting transaction details regarding various financial products, and the like. On the other hand, the officer's seat terminal 12 is used for the officer's operation to perform the officer's approval when the officer's approval is required in the transaction processing using the window terminal 11.

  The window terminal 11 and the office terminal 12 are provided with input means such as a keyboard and a mouse and display means such as a display. This input means is used to input transaction details, input customer information, and input authentication information for operators and officers. The display means is used for displaying the transaction details, displaying the request details for the approval of the position, displaying the result of the approval of the position, and displaying the authentication result. Note that the functions of the window terminal 11 and the officer terminal 12 are realized by using, for example, the hardware configuration of the information processing apparatus shown in FIG. In addition, the account business server 13 plays a role of supervising processing related to the account business.

[Operation of the board approval system 10]
Here, with reference to FIG. 2, the operation of the officer approval system 10 according to the present embodiment will be described. FIG. 2 is an explanatory diagram for explaining the operation of the officer approval system 10 according to the present embodiment. The office terminal 12 is activated with either an OA business account or an account business account. In addition, a request for approval of the position cannot be sent from the window terminal 11 to the position terminal 12 activated with the OA business account.

(About token acquisition method)
When the officer logs in with the account business account (when activated with the account business account), the board terminal 12 acquires the account business token from the account business server 13 (see A1 in FIG. 2). ). On the other hand, when the officer logs in with the OA business account (when activated with the OA business account), the officer terminal 12 cannot acquire the account business token from the account business server 13. Therefore, the board terminal 12 activates a service for acquiring a token for the account business from the account business server 13 (hereinafter, account service token acquisition service).

  The account transaction token acquisition service acquires an account transaction token from the account transaction server 13. At this time, the account transaction token acquisition service acquires an account transaction token using an operator ID, a password, or the like registered in advance in the registry. Further, the account transaction token acquisition service periodically inquires of the account transaction server 13 about the presence or absence of the position approval request message (see A2 or B in FIG. 2). When there is a role approval request message in the account business server 13, the account business token acquisition service acquires the role approval request message from the account business server 13. Then, the account transaction token acquisition service pops up and displays the position approval request message acquired from the account transaction server 13 on the display means (see FIG. 3).

  The account business server 13 manages an operator who can use the account business token by an operator ID and a password. Operator authentication is performed using an authentication server, for example. For example, when the operator ID and password are input from the executive office terminal 12 or the account business token acquisition service activated by the account business account, the account business server 13 sends the entered operator ID and password to the authentication server, Confirm success or failure of authentication. If the authentication is successful, the account business server 13 provides the account service token to the office desk terminal 12 or the account business token acquisition service to which the operator ID and password are input. Further, the account business server 13 manages the information of the operator who has succeeded in authentication in the token management DB.

(Regarding the notification method of the position approval request message)
Refer to FIG. 1 again. When exchange between the window operator and the customer is performed and the transaction content is confirmed, the operator operates the window terminal 11 to input the transaction content. In addition, when the approval of the position is necessary for the execution of the transaction content, the window terminal 11 transmits a position approval request message to the position terminal 12 to the account business server 13. When receiving the position approval request message from the window terminal 11, the account business server 13 holds the received position approval request message. In this state, when receiving an inquiry about the presence / absence of a board approval request message from the board terminal 12, the billing server 13 notifies the board terminal 12 that there is a board approval request message. In addition, the account business server 13 may transmit a position approval request message to the position terminal 12 in response to the inquiry.

  As described above, when the OA business account is activated, the board terminal 12 uses the account business token acquisition service to acquire the account business token from the account business server 13 and uses the token. To inquire about the presence of a board approval request message. When there is a board approval request message, the board terminal 12 receives the board approval request message from the account business server 13. Upon receiving the board approval request message, the board terminal 12 pops up the board approval request message on the OA business account screen as shown in FIG. The officer who has confirmed the pop-up display logs in to the officer's terminal 12 again with the account business account, and approves the officer's seat requested by the window terminal 11.

[Summary]
Conventionally, when a board terminal is activated with an OA business account, the board terminal cannot receive a bill approval request message for billing work. Therefore, even if there was a transaction that should be approved in a hurry, the presence of the transaction could not be noticed by the officers. As a result, execution of the transaction may be delayed. However, when the technology according to the present embodiment described so far is applied, the waiting time for the approval of the seat is reduced, and the waiting time of the operator who requested the approval of the seat and the customer can be shortened. In addition, the officer does not need to perform OA work while paying attention to whether a request for approval of the officer has been received. As a result, both the OA business and the accounting business are made efficient.

[Hardware configuration example]
The functions of the window terminal 11, the board terminal 12, and the bill business server 13 can be realized by using, for example, the hardware configuration of the information processing apparatus shown in FIG. That is, this function is realized by controlling the hardware shown in FIG. 4 using a computer program. The form of the hardware is arbitrary, and includes, for example, a personal computer, a mobile phone, a portable information terminal such as a PHS, a PDA, a game machine, or various information appliances. However, the above PHS is an abbreviation of Personal Handy-phone System. The PDA is an abbreviation for Personal Digital Assistant.

  As shown in FIG. 4, this hardware mainly includes a CPU 902, a ROM 904, a RAM 906, a host bus 908, and a bridge 910. Further, this hardware includes an external bus 912, an interface 914, an input unit 916, an output unit 918, a storage unit 920, a drive 922, a connection port 924, and a communication unit 926. However, the CPU is an abbreviation for Central Processing Unit. The ROM is an abbreviation for Read Only Memory. The RAM is an abbreviation for Random Access Memory.

  The CPU 902 functions as, for example, an arithmetic processing unit or a control unit, and controls the overall operation of each component or a part thereof based on various programs recorded in the ROM 904, the RAM 906, the storage unit 920, or the removable recording medium 928. . The ROM 904 is a means for storing a program read by the CPU 902, data used for calculation, and the like. In the RAM 906, for example, a program read by the CPU 902, various parameters that change as appropriate when the program is executed, and the like are temporarily or permanently stored.

  These components are connected to each other via, for example, a host bus 908 capable of high-speed data transmission. On the other hand, the host bus 908 is connected to an external bus 912 having a relatively low data transmission speed via a bridge 910, for example. As the input unit 916, for example, a mouse, a keyboard, a touch panel, a button, a switch, a lever, or the like is used. Further, as the input unit 916, a remote controller (hereinafter referred to as a remote controller) capable of transmitting a control signal using infrared rays or other radio waves may be used.

  As the output unit 918, for example, a display device such as a CRT, LCD, PDP, or ELD, an audio output device such as a speaker or a headphone, a printer, a mobile phone, or a facsimile, etc. Or it is an apparatus which can notify audibly. However, the above CRT is an abbreviation for Cathode Ray Tube. The LCD is an abbreviation for Liquid Crystal Display. The PDP is an abbreviation for Plasma Display Panel. Furthermore, the ELD is an abbreviation for Electro-Luminescence Display.

  The storage unit 920 is a device for storing various data. As the storage unit 920, for example, a magnetic storage device such as a hard disk drive (HDD), a semiconductor storage device, an optical storage device, a magneto-optical storage device, or the like is used. However, the HDD is an abbreviation for Hard Disk Drive.

  The drive 922 is a device that reads information recorded on a removable recording medium 928 such as a magnetic disk, an optical disk, a magneto-optical disk, or a semiconductor memory, or writes information to the removable recording medium 928. The removable recording medium 928 is, for example, a DVD medium, a Blu-ray medium, an HD DVD medium, or various semiconductor storage media. Of course, the removable recording medium 928 may be, for example, an IC card on which a non-contact type IC chip is mounted, an electronic device, or the like. However, the above IC is an abbreviation for Integrated Circuit.

  The connection port 924 is a port for connecting an external connection device 930 such as a USB port, an IEEE 1394 port, a SCSI, an RS-232C port, or an optical audio terminal. The external connection device 930 is, for example, a printer, a portable music player, a digital camera, a digital video camera, or an IC recorder. However, the above USB is an abbreviation for Universal Serial Bus. The SCSI is an abbreviation for Small Computer System Interface.

  The communication unit 926 is a communication device for connecting to the network 932. For example, a wired or wireless LAN, Bluetooth (registered trademark), or a WUSB communication card, an optical communication router, an ADSL router, or various types It is a modem for communication. The network 932 connected to the communication unit 926 is configured by a wired or wireless network, such as the Internet, home LAN, infrared communication, visible light communication, broadcast, or satellite communication. However, the above LAN is an abbreviation for Local Area Network. The WUSB is an abbreviation for Wireless USB. The above ADSL is an abbreviation for Asymmetric Digital Subscriber Line.

  As mentioned above, although preferred embodiment of this invention was described referring an accompanying drawing, it cannot be overemphasized that this invention is not limited to the example which concerns. It will be apparent to those skilled in the art that various changes and modifications can be made within the scope of the claims, and these are naturally within the technical scope of the present invention. Understood.

  For example, in the above description, whether the board terminal 12 is activated with an OA business account or an account business account, the counter approval request is sent from the window terminal 11 to the account business server 13. It is assumed that the message is transmitted, but it may be modified such that the position approval request message is transmitted to the account business server 13 only when the board terminal 12 is activated with the OA business account. .

  In addition, the case where the office terminal 12 is activated with the OA business account as a state in which the request for the office approval cannot be notified has been described as an example, but the request for the office approval is also notified with an account other than the OA business account. If the account is activated with an account that cannot be handled, it can be dealt with in the same manner as in the above embodiment.

  In addition, when the officer who receives the notification of the approval request message restarts the office terminal 12 with the account business account, a notification that the account office account has been restarted is notified. 12 may be sent to the window terminal 11. In addition, after receiving this notification, the window terminal 11 may transmit the transaction content (such as slip data) to the executive office terminal 12.

  In addition, the board approval request message may include minimum information for notifying the officers that there is a request for board approval, or may include information on transaction details. May be. When the information on the transaction details is included in the position approval request message, the position terminal 12 that has acquired the position approval request message may display the information on the transaction details on the display means. In addition, information indicating the degree of urgency may be included in the role approval request message.

10 Office Approval System 11 Window Terminal 12 Office Terminal 13 Account Business Server

Claims (2)

A board approval system including a board terminal, a window terminal, and a server,
The window terminal is
A request message transmitting means for transmitting to the server a message for requesting approval of a position when an operation for requesting approval of a position is performed;
The server
Request message holding means for holding the message transmitted by the request message transmission means of the window terminal;
The office terminal is
Request message confirmation means for confirming messages held by the request message holding means of the server at predetermined time intervals;
A request message receiving means for receiving a message from a request message holding means possessed by the server when the presence of a message is confirmed by the request message confirmation means;
Request message display means for displaying a message received by the request message receiving means;
I have a,
The request message transmitting means transmits a message requesting approval of the position to the server when the position terminal is activated with an account different from an account for account work,
When the office terminal is activated with the account business account, the account terminal obtains the account business token from the server, and when the account terminal is activated with an account different from the account business account, Using the stored account information to obtain the account transaction token, to obtain a message requesting the approval of the position;
This is a board approval system. A notification method of a position approval request message in a position approval system including a position terminal, a window terminal, and a server,
A request message transmission step in which the window terminal transmits a message requesting the approval of the position to the server when an operation for requesting the approval of the position is performed;
When a message is transmitted in the request message transmission step, the server holds a request message holding step for holding the message;
A request message confirming step for confirming whether or not the message is held in the server at a predetermined time interval,
A request message receiving step of receiving the message from the server when the message is confirmed in the request message checking step;
A request message display step for displaying the message received in the request message reception step;
Only including,
In the request message transmission step, when the board terminal is activated with an account different from the account for account work, a message requesting the board approval is sent to the server,
When the office terminal is activated with the account business account, the account terminal obtains the account business token from the server, and when the account terminal is activated with an account different from the account business account, Using the stored account information to obtain the account transaction token, to obtain a message requesting the approval of the position;
A notification method of a board approval request message characterized by the above.

Images