JPH04344563A - Automatic request system for officer approval - Google Patents

Abstract

PURPOSE:To facilitate the approval of data processing. CONSTITUTION:Personnel of data processing job inputs data for data processing approval by personnel terminals 11, 12,.... This data is sent to officer terminals 21, 22,... by a communication controller 1. Officer approves data processing by officer terminals 21, 22,... thus, personnel of data processing job can start data processing by personnel terminals 11, 12,....

Description

[Detailed description of the invention]

0001

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an automatic executive approval request system that allows smooth approval of data processing.

0002

2. Description of the Related Art Conventionally, in banks and other financial institutions, each branch of a bank or other financial institution conducts transfer transactions, large-value deposits and withdrawals, etc., using terminals connected via communication control devices. At this time, when a person in charge of operating each terminal performs a high-value transaction, etc., the person in charge of operating each terminal must obtain approval for the transaction. Such approval is given to the person in charge by a manager called an executive. In order to obtain such approval, the person in charge had to first call a senior official. Next, in response to a call from the person in charge, the executive had to come to the person in charge's terminal and use the person in charge's terminal to approve the position.

0003

[Problems to be Solved by the Invention] However, the above-mentioned conventional technology has the following problems. That is, the person in charge had to go to the location where the executive was, bring the executive to his/her own terminal, and obtain the executive's approval, which was a complicated procedure. There were also problems with customer service because the procedures took time. Furthermore, there is also the problem that it is troublesome for executives to have to go to the person in charge's terminal and give their approval every time they want to approve their position. The present invention has been made with attention to the above points, and an object of the present invention is to provide an automatic officer approval request system that reduces the effort of a person in charge or an officer in approving an officer. be.

0004

[Means for Solving the Problems] The automatic executive approval request system of the present invention has a terminal used by a person in charge of data processing operations, and an officer who approves data processing performed by the person in charge. In addition to providing an officer terminal to be used, a request waiting file for accepting approval requests from the officer terminal, a person table file storing information corresponding to the person in charge, and information corresponding to the officer. and a request reason table file that stores information regarding the reason for the approval request sent from the person in charge to the officer. After accepting the request, the person in charge will approve the person in charge shown in the person in charge table file by sending an approval request to the person's terminal where the person specified by the person in charge is located. and a communication control device designed to obtain approval from executives.

[0005]

[Operation] In the automatic executive approval request system of the present invention, a person in charge of data processing operations inputs data for approval of data processing using a person in charge terminal. This data is sent to the executive terminal by the communication control device. On the other hand, the executive uses his or her own executive terminal to approve data processing based on the data sent from the employee terminal. This approval result is sent to the person in charge's terminal by the communication control device. This allows the person in charge to receive approval from the executive and begin data processing while sitting at the person in charge's terminal.

[0006]

Embodiments Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. FIG. 1 is a block diagram of an embodiment of the automatic executive approval request system of the present invention. The illustrated system includes a plurality of terminals 11 connected to a communication line 2 of a communication control device 1.
, 12, ..., 21, 22, ....

[0007] Each terminal includes person in charge terminals 11, 12, . . .
The terminals are classified into executive terminals 21, 22, . . . Each terminal is
To the host computer 4 via the communication control device 1,
Each transaction can be executed using an inquiry pass or an exchange pass. In this case, it is the communication control device 1 that directly transmits and receives data to and from the host computer 4. The communication control device 1 includes each terminal 11, 12,..., 21, 22,...
There is also a database 3 for storing information on customers and the like. Each terminal can send and receive data to and from the host computer 4 only via the communication control device 1.

FIG. 2 is a diagram showing the structure of the database. This figure shows only the files in the database 3 that are necessary for requesting automatic executive approval. The request waiting file 31 is stored in the person in charge terminals 11, 12,
This is a file for temporarily storing officer approval requests from... This request waiting file 31 constitutes a queue file. The request waiting file 31 stores the machine number of the person in charge, the card number of the person in charge, the screen number, the reason classification, and the officer's card number.

[0009] The person in charge machine number is the device number of the person in charge terminal. The person in charge card number is the I number that each person in charge has.
It stores the number of the D card. The screen number indicates the number of various transactions at financial institutions, such as transfer transactions, deposit transactions, and withdrawal transactions. The reason category is an identifier that categorizes the reason why the person in charge approves the officer. The officer card number is a part that stores the number of the ID card held by each officer.

[0010] The person in charge table file 32 is a table that records information regarding the person in charge. The person-in-charge table file 32 stores priorities, person-in-charge card numbers, person-in-charge names, and executive card numbers. The priority indicates the priority of approval for each person in charge. The person in charge card number is data with the same content as that in the request waiting file 31, and stores the number of the ID card held by each person in charge. The name of the person in charge is the name of the person in charge. The officer card number stores the ID card number held by the officer who manages the person in charge.

[0011] The executive table file 33 is a table in which information regarding executives is recorded. The executive table file 33 stores priorities, executive machine numbers, executive card numbers, executive names, and ring tone classifications. The priority indicates the priority of approval of each officer. The executive machine number is the device number of the executive terminal. The officer card number stores the ID card number held by each officer. The officer's name is the name, etc. of the officer. The ring tone classification is an identifier indicating a unique ring tone for calling the corresponding executive.

The request reason table file 34 stores request reasons for a person in charge to request approval for a position. This request reason table file 34 is such that the request reason can be retrieved on the terminal side of the person in charge based on the screen number of the execution processing screen and the reason category. The screen numbers are similar to those in the request waiting file 31, and indicate the numbers of various transactions at financial institutions, such as transfer transactions, deposit transactions, and withdrawal transactions. The reason category is determined by a data processing device such as a personal computer based on input data from the terminal of the person in charge, and is automatically set. The request reason is displayed on the display of the executive terminal, and is a message indicating the reason for the executive approval.

FIG. 3 is an explanatory diagram of a communication control procedure in normal processing. Data input by the person in charge from the person in charge terminal 11 is transmitted to the host computer 4 via the communication control device 1 . And host computer 4
After the data is processed in , it is received by the person in charge terminal 11 via the communication control device 1 . There are some types of data processing that a person in charge can perform without the approval of an executive, and there are other types of data processing that a person in charge can perform only after obtaining approval from an executive.

FIG. 4 is a flowchart showing data processing in the case of no approval. When a person in charge uses a terminal, he or she must always register his or her person card number on the "ID card registration screen" in the corresponding terminal. On the "ID card registration screen" (step S31), the person in charge card is input, and the person in charge number is written in the common area within the person in charge terminal (step S32).

[0015] Next, when executing various transactions (step S33), by including the person in charge number in the message sent to the host computer 4, the host computer 4 side determines which person in charge the request is from. becomes possible (step S34). If the same person in charge continues to execute processing, various transaction processes can be executed in that state, but if the person in charge changes, be sure to change the person in charge to the common area of the relevant terminal on the "ID card registration screen". card number must be registered.

FIG. 5 is a flowchart showing data processing in the case of approval. The process up to the registration of the person in charge card number is the same as the normal process in the case of no approval shown in FIG. 4 (steps S41 and S42). Thereafter, the person in charge inputs the data on the screen (step S43) and requests approval from the executive.

[0017] The officer confirms the input data, and if the confirmation result is "OK", presses the officer key (PF key) to enable input of the officer card, and then inserts the officer card. register. As a result, the officer card number is temporarily written in the common area within the person in charge terminal (step S4
4). When executing the process (step S45), by putting the person in charge number and the officer number in the message sent to the host computer 4, it is possible to identify which person in charge made the request and which officer gave the approval. It becomes possible to judge (step S)
46). After executing the process, the office card number must be cleared. This ensures that data processing that requires executive approval is always approved by the executive.

FIG. 6 is an explanatory diagram of detailed communication control procedures in normal processing. (1) The person in charge transmits an officer request to the database 3 from the person in charge terminal 11 via the communication control device 1. This officer request is stored in the request waiting file 31 in the database 3 (see FIG. 2). (2) The communication control device 1 retrieves the executive requests stored in the request waiting file 31 in the database 3 according to the priorities stored in the person in charge table file 32 and the executive table file 33, and Send it to the executive terminal.

(3) At the executive terminal 21, the executive approves the position based on the message displayed on the display and sends a reply to the communication control device 1. The communication control device 1 stores this answer in the temporary database 3. (4) The communication control device 1 transmits the answer stored in the database 3 to the person in charge terminal 11. (5) As a result of the above, the person in charge obtains executive approval and can receive data processing by the host computer 4 via the communication control device 1.

FIGS. 7, 8, and 9 are flowcharts showing details of data processing in the case of approval. The process up to the registration of the person in charge card number is the same as the process shown in FIG. 4 or FIG. 5 (steps S61 and S62). Thereafter, the person in charge inputs data on the screen (step S63) and presses the officer approval request key (PF key) (step S64). By pressing this officer approval request key (PF key), an officer designation selection screen is displayed (step S65).
.

[0021] When specifying an officer (step S66), the person in charge inputs the corresponding selection number (step S66).
67) If not specified, press the completion key without inputting any information (step S68). By pressing the completion key, the request waiting file item is transmitted from the terminal of the person in charge to the communication control device (step S69), and is stored in the request waiting file of the database (see (1) in FIG. 6). As long as there is data in the request waiting file 31, the communication control device 1 issues an executive approval request to the executive terminal in the order of priority in the person in charge table and secondly in the order of accumulation in the request waiting file. (Step S70) (see (2) in FIG. 6).

The officer card number in the request waiting file 31 is assumed to contain the number if the person in charge has designated the officer, and a space or zero if the officer has not been specified. When the officer card number in the request waiting file 31 is a space or zero, an officer approval request is issued to the officer corresponding to the officer card number in the person in charge table. If the card number of the officer in charge in the officer table is a space or zero, a request for approval of the officer is issued to the officer with the highest priority in the officer table. If the officer card number in the request waiting file 31 has been input, a request for approval of the officer position is issued to the officer corresponding to the officer card number.

[0023] The officer approval request is made as follows. First, the person in charge's machine number and the person in charge's card number are extracted from the request waiting file 31. Next, the person in charge name is retrieved from the person in charge table. Further, the officer card number, officer name, and ring tone category are extracted from the officer table. Then, the request reason corresponding to the screen number and reason category of the request waiting file 31 is extracted from the request reason table and transmitted to the executive terminal corresponding to the executive machine number of the executive table. At the executive terminal, a ring tone (beep sound) corresponding to the ring tone category is generated, the corresponding executive is notified, and an approval request screen is displayed (step S72).

The executive registers the executive card (step S73), and confirms the reason for requesting the executive position on the executive approval request screen (step S74). After checking, input an answer and a comment if necessary, and press the completion key (step S74). After that, the executive card number, answer, and comment entered from the executive terminal to the communication control device and the employee machine number and employee card number that have been received by the executive terminal are transmitted (step S75) (see (3) in Figure 6).

[0025] Immediately, the officer card number, officer name, answer, and comment are transmitted from the communication control device 1 to the person terminal corresponding to the person in charge's machine number (step S76).
((4) in Figure 6). If the approval result is “OK”,
The officer's card number is temporarily written to the common area of the person in charge's terminal. In addition, an approval result screen is displayed on the person in charge's terminal (step S77), and the person in charge confirms the approval reply.
Press the confirmation key. When the confirmation key is pressed, the approval result screen disappears, but the words "approved" remain (step S77) (see (4) in FIG. 6).

When executing the process (step S79), by putting the person in charge number and executive number in the message sent to the host computer 4, it is possible to identify which person in charge made the request and which officer gave the approval. (5 in Figure 6)
) reference). It is assumed that once the person in charge terminal sends the officer approval request, it waits until it receives a response. The communication control device 1 uses the accumulation of data in the request waiting file 31 as a trigger to transmit an executive approval request to the corresponding executive terminal. When a response is received from the executive terminal, the response is immediately transmitted to the corresponding terminal, and if there is no accumulated data in the request waiting file 31, the process is terminated.

When the executive terminal receives a request for approval of the executive position, the executive terminal requests a response from the executive, the executive inputs the response, and transmits the response to the communication control device. In other words, the executive terminal is always waiting for a request from the communication control device 1.

[0028] In the above-described embodiment, data processing related to financial transactions was explained as an example, but the present invention is not limited to this, and can of course be applied to various data processing involving approval procedures. Further, in the above embodiment, a message can be added when approving data processing, but it goes without saying that a system that does not allow messages to be added at all may also be used.

[0029]

[Effects of the Invention] As explained above, according to the automatic executive approval request system of the present invention, the person in charge uses the communication control device to call the executive on the executive terminal, and checks the reason for the approval request from the person in charge on the person in charge's terminal, and returns a response of approval or disapproval to the person in charge. Users can perform procedures for approval of executive positions while on their own terminals. Therefore, both the person in charge and the executive can perform the executive approval process while staying at their respective terminals. As a result, it is possible to rationalize the operations of financial institutions such as banks. In addition, the officer approval process can be further facilitated by allowing comments to be added, if necessary, along with replies from the officer to the person in charge regarding approval or disapproval.

[Brief explanation of drawings]

FIG. 1 is a block diagram of an embodiment of an automatic executive approval request system of the present invention.

FIG. 2 is a diagram showing the configuration of a database.

FIG. 3 is an explanatory diagram of a communication control procedure in communication processing.

FIG. 4 is a flowchart showing data processing in the case of no approval.

FIG. 5 is a flowchart showing data processing in the case of approval.

FIG. 6 is an explanatory diagram of detailed communication control procedures in communication processing.

FIG. 7 is a flowchart showing details of data processing in the case of approval.

FIG. 8 is a flowchart showing details of data processing in the case of approval.

FIG. 9 is a flowchart showing details of data processing in the case of approval.

[Explanation of symbols]

1 Communication control device 2 Communication line 3 Database 4 Host computer 11, 12,... Person in charge terminal 21, 22,... Executive terminal 31 Request waiting file 32 Person in charge table file 33 Executive table file 34 Request reason table file

Claims (1)

[Claims] Claim 1: A person in charge terminal used by a person in charge of data processing operations and an officer terminal used by an officer who approves data processing performed by the person in charge are provided, and the person in charge terminal A request waiting file that accepts approval requests from the person in charge, a person table file that stores information corresponding to the person in charge, an officer table file that stores information corresponding to the person in charge, and a request waiting file that accepts approval requests from the person in charge. and a request reason table file that stores information regarding the reason for an approval request to be sent to an executive, and after accepting an approval request from the person in charge terminal into the request waiting file, A communication control device configured to obtain the approval of the executive at the executive terminal by sending an approval request to the executive terminal where the executive designated by the person in charge is located. An automatic officer approval request system characterized by comprising: