KR100657023B1 - The system of the management and information offer for partner and its using method - Google Patents

Abstract

A system and a method for offering management and information to a partner are provided to offer a management support service for sharing information for cooperation between a parent company and a partner, monitoring/analyzing the information such as company information, a sale/financial situation, and a credit level, and supporting a decision. An information provider server(100) transfers general/categorized news information, industry/company trend information, and educational content information to an information processing engine(320) in a management company server(300). A cooperated company server(200) provides member/application information by connecting to the management company server to receive the management support service, perform financial diagnosis, customer management, and credit information management by transmitting value-added tax information, financial information, and credit inspection information to an information receiving module(310) of the management company server, exchanges management support information by forming a community(361) with a parent company server(500), and receives a bill for the received information.

Description

The System of the Management and Information Offer for Partner and Its Using Method}

1 is a block diagram illustrating a management and information providing system for a partner according to an embodiment of the present invention.

2 is a screen for performing membership in a management and information providing system for a partner according to an embodiment of the present invention.

3 is a main screen for receiving information from the management and information providing system for a partner according to an embodiment of the present invention.

Figure 4 is a screen clicked on the credit information management menu on the main screen of the management and information providing system for partners according to an embodiment of the present invention.

5 is a screen click on the financial diagnosis menu on the main screen of the management and information providing system for partners according to an embodiment of the present invention.

6A and 6B are screens in which a customer management menu is clicked on a main screen of a management and information providing system for a partner according to an embodiment of the present invention.

7 is a screen of the management support center menu on the main screen of the management and information providing system for partners according to an embodiment of the present invention.

8 is a screen of the management accounting menu on the main screen of the management and information providing system for partners according to an embodiment of the present invention.

9 is a flowchart illustrating a management and information providing method for a partner according to an embodiment of the present invention.

     <Explanation of symbols for the main parts of the drawings>

100: information provider server 200: partner server

300: management company server 400: credit information company server

500: parent company server 600: financial institution server

310: information receiving module 320: information processing engine

321: classification database 330: analysis module

340: billing module 350: online education module

360: Management Module 361: Community

The present invention relates to a management and information providing system and method for a partner, and more particularly, to share information for collaboration with a parent company and a partner company (channel company), and company information, business situation, financial situation, Provide management support services to monitor, analyze, and make decisions about information such as credit ratings, and provide business support services to partners and partners at each business part in order to increase the satisfaction and sales of customers who are end users of products and services. It relates to management and information delivery systems and methods for partners that deliver business strategies and processes that deliver, receive and collaborate.

In general, in order to monitor and analyze the company's corporate information, business situation, financial situation, credit rating, etc., the company inquires about the company information, business situation and financial situation. In this case, if the company partially shows false information, it is difficult to obtain accurate information, and it is cumbersome to ask a tax office or an accounting firm to obtain more accurate information, and to ask a credit information company to determine the credit rating of the company. There is also inconvenience.

In addition, when a company wants to receive training required by an enterprise online, most of the time, a site that provides education content is searched for, and a member subscribes to the site, makes a payment, and then downloads it. In this case, there is a problem in that a number of sites that provide educational contents required by an enterprise must be searched.

In addition, in order to share mutual opinions and information between a number of partner companies and a number of leading companies, it is inconvenient to exchange information by making a phone call, requesting an e-mail, or visiting a homepage.

If the above methods can be integrated and managed, it may provide convenience to all of the partner companies, management companies, parent companies, information providers, and credit information companies, but there is no system to integrate them.

Therefore, it provides management support service to share information for collaboration with parent company and partner company (channel company) and to monitor, analyze and make decisions about company information, business situation, financial situation credit rating, etc. necessary for each part. There is a need for a system for providing information on corporate credit ratings.

Therefore, an object of the present invention was devised to solve the above problems, such as information sharing for collaboration between the parent company and the partner company (channel company), corporate information required for each part, operating situation, financial situation credit rating, etc. To provide management and information provision systems and methods for partners who provide management support services to monitor, analyze and make informed decisions about information.

        Another objective is a management and information delivery system for partners who provide business strategies and processes that enable companies to value and collaborate with partners at each business part in order to increase customer satisfaction and revenue as end users of products and services. And providing a method.

In order to achieve the above object, the present invention provides a management and information providing system for a partner having a function of transmitting general news information, category news information, industry trends and corporate trend information, and educational content information to an information processing engine in a management company server. An information provider server; In order to receive corporate management support services, it is possible to access the management server to provide the member information and application information, to sign up for membership, and to receive information on the company's VAT information, financial information, and credit check information in the management server. The module can be transferred to the module to perform financial diagnosis, account management, and credit information management, to form a community with the parent company server, to receive management support information, and to receive training through the online training module within the manager server. A partner server having a function and a function of receiving a charge for information received from a management server; An information receiving module that receives the VAT information, financial information, and credit information of the company from the partner server, and performs financial diagnosis, account management, and credit information management, general news information, news information by category from the information provider server, An information processing engine that receives industrial trend information, corporate trend information, and educational content information, and transmits it to an information classification database and stores credit information on financial information, field visit data, and credit rating information about past companies from a credit information company server. Inquiry and management, and the trading activity of the customer is analyzed based on the VAT information, the credit analysis of the customer is carried out through the financial analysis with only the obtained financial information of the customer, credit information requested from the partner server, Charging module for providing educational information and requesting billing, and training for partner servers Manage the online education module that provides content, the information receiving module, information processing engine, analysis module, billing module, online education module, and the community sharing information between the partner server and the parent company server, and VAT information of the partner company. And a management company server for transmitting the financial information to a company registered in the management company server through the financial institution server and including a management module for providing a credit report; A credit information company server for checking and transmitting credit status information requested from a management module in the management company server; A parent company server accessing the management company server, forming a community with a partner company server to receive and receive management support information, and monitoring the partner company; By receiving VAT information and financial information of partner companies through the management module in the management server, the VAT information and financial information are transmitted to the companies registered in the management company server so that they can grasp the situation of their company to support real-time decision making. Financial institution server; Characterized by including.

In order to achieve the above object of the present invention, a management and information providing method for a partner is a step in which a partner applies to a management server through a partner server and provides member information and application information to apply for membership and receive approval. ; Transmitting the VAT information, financial information, and credit information of the company from the partner server to an information receiving module in the manager server to perform financial diagnosis, account management, and credit information management; Requesting, by the supplier, a credit report or online education contents to a management module and an online education module in a management server through a supplier server, respectively; In order to check the credit information of the partner company requested by the management module in the management server, the credit information is requested and transmitted to the credit information company server, and also from the information provider server, general news information, category news information, industry trends and corporate trends. Receiving information and educational content information to an information processing engine in a management company server; After receiving the financial information about the company and the actual due diligence data, credit rating information about the credit rating information, and management information from the credit information company server, the client performs analysis based on the VAT information from the management module in the management server to the analysis module. Requesting and receiving a credit analysis of a client performing financial analysis based on only the trading activity of the client and the obtained client financial information; Accessing a management server from the partner company and the parent company to form a community through the partner server and the parent company server to receive and receive management support information; Transmitting a credit analysis report and online contents analyzed by the management company server to a supplier company server; Characterized by including.

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Hereinafter, a management and information providing system for a partner according to a preferred embodiment of the present invention with reference to the accompanying drawings will be described in detail.

 1 is a block diagram illustrating a management and information providing system for a partner according to an embodiment of the present invention.

As shown in FIG. 1, the enterprise credit evaluation information providing system according to an exemplary embodiment of the present invention includes an information provider server 100, a partner company 200, a management company server 300, and a credit information company server 400. , Parent company server 500, financial institution server 600, information receiving module 310, information processing engine 320, information classification database 321, analysis module 330, billing module 340, online education module 350, a management module 360, a community 361, and the like. The function of each technical means will be described below.

The information provider server 100 has a function of transmitting general news information, news information by category, industry trends and company trends information, and educational content information to an information processing engine in a management company server.

The supplier server 200 is connected to the management server server 300 to provide the management support services of the company to provide the member information and application information, membership and approval, VAT information, financial information of the company , By sending the credit check information to the information receiving module 310 in the management server server to perform financial diagnosis, account management, credit information management functions, and support the management by forming the parent company server 500 and the community (361) It has a function of receiving and receiving information, a function of receiving training through an online education module 350 in a management company server, and a function of receiving a charge for information received from the management company server 300.

The management company server 300 receives the value-added tax information, financial information, credit check information of the company from the partner server information receiving module 310 for performing financial diagnosis, account management, credit information management function, and information provider An information processing engine 320 for receiving general news information, news information for each category, industry trends and corporate trends information, and educational content information from the server 100 and transmitting the information to the information classification database 321 for storage. Investigate and manage the creditworthiness of financial information, field trip data, and credit rating information about past companies from the server 400, and analyze the trading activity of the customer based on VAT information, and the credit analysis of the customer is obtained. The analysis module 330 performs financial analysis with only financial information, and provides credit information and education information requested from the partner server 200. Billing module 340 for requesting the gold, online training module 350 for providing educational content to the partner server 200, the information receiving module 310, information processing engine 320, analysis module 330 ), The billing module 340, the online training module 350, and manages the community (361) sharing information between the partner server 200 and the parent company server 500, finance the VAT information and financial information of the partner It sends to the company registered in the management company server through the institution server 600, and includes a management module 360 for providing a credit report.

The credit information company server 400 has a function of checking and transmitting the credit status information requested from the management module 360 in the management company server.

The parent company server 500 accesses the management company server, forms a community 361 with a cooperative company server 200, receives management support information, and has a function of monitoring a cooperative company.

The financial institution server 600 receives the VAT information and financial information of the partner company through the management module in the management server server, and sends the VAT information and financial information to the company registered in the management company server to grasp the situation of the company. To support real-time decision making.

Hereinafter, with reference to the accompanying drawings will be described in detail the contents of the main screen for receiving the screen and information for performing membership in the management and information providing system for partners according to an embodiment of the present invention.

 2 is a screen for performing membership in a management and information providing system for a partner according to an embodiment of the present invention, and FIG. 3 provides information in a management and information providing system for a partner according to an embodiment of the present invention. 4 is a screen for clicking on the credit information management menu on the main screen of the management and information providing system for the partner according to an embodiment of the present invention, Figure 5 is a partner according to an embodiment of the present invention In the main screen of the management and information providing system for the screen is clicked on the financial diagnosis menu, Figure 6a and 6b is a click on the account management menu on the main screen of the management and information providing system for partners according to an embodiment of the present invention Screen. 7 is a screen in which a management support center menu is clicked on a main screen of a management and information providing system for a partner according to an embodiment of the present invention, and FIG. 8 is a management and information provision for a partner according to an embodiment of the present invention. It is the screen which clicked the control accounting menu in the system main screen.

 As shown in Fig. 2, after performing membership registration / application, after agreeing to the membership agreement and paying the service usage fee, the company's financial statements and VAT information are sent online, and the administrator can confirm the usage. The work is done.

 As shown in FIG. 3, the main screen for receiving the information includes menus such as credit information management, financial diagnosis, account management, My briefing, management support center, service management, online education, and community. Looking at the menu of My briefing, service management, online education, community, etc., which are not described in FIGS. 4 to 8, the My Briefing menu is based on the user's intention of “interest news”, “interest company”, “interesting person”. ”,“ Popularity of interest ”refers to a personalized service that allows users to check the latest trend information according to the set contents. The service management menu refers to the status of service applications at partner companies, information management of applied companies, financial data management, and PRM. It provides service usage support information such as a user guide and a customer support center, and the online education menu provides education content related information. In addition, the community menu is to connect to the management company server 300, the partner company server 200 and the parent company server 500 forms a community 361 to receive and receive management support information.

 As shown in Figure 4, in the credit information management menu, you can check the company name, the size of the company, the evaluation date, the evaluation date of the comprehensive credit rating, you can check the detailed status of the rating on the comprehensive credit rating, based on the credit check You can check the status of the written "Overview, History, Affiliates". In addition, you can check the status of “business, major facilities, products and quality levels” based on credit checks, and check the status of “personal information, management, shareholder status” based on credit checks, and based on credit checks. You can check the status of “Sales, Major Accounts” written on the basis of the credit check, and check the status of “Borrowing, Collateral Details, Delinquency Details, and Integrity of Transactions” based on the credit check. , Business status, financial status, business prospects, and other matters ”, and a comprehensive opinion on the current status of the current status, problems, and prospects.

As shown in FIG. 5, the financial diagnosis menu presents comprehensive transaction activity data such as quarterly sales amount, sales tax amount and number of sales, transaction activity evaluation level, and transaction increase and decrease distribution in the form of a graph. The contents of the distribution chart according to the relationship, the classification of the accounts according to the increase or decrease of the transaction such as the expansion of the transaction, the contents of the transaction classification graph according to the distribution of the trading relationship, the contents of the overall transaction activity display, and the description of the quarterly trading activity It displays the contents of the financial statements, and features the trend analysis / comparison analysis / structure analysis on purchase and sales through the financial diagnosis sub-menu, and the submitted financial statements can be checked. It also provides the function of analyzing cash flows and opinions of comprehensive financial analysis.

6A and 6B, in the account management menu, the VAT information DB is provided through automatic analysis for each account. In Figure 6a provides real-time monitoring of the customer by providing the company / representative news, overdraft stoppage, closing / closing information of the customer in real time, real-time monitoring of the customer through the trading relationship / weight, real-time monitoring information of the individual customer to provide. In addition to this, it provides the functions of checking the current account / closed business and trading relationship. In FIG. 6B, descriptions of a description of a transaction amount, a transaction weight, and a relationship with a specific customer, a comparison graph, a comparison table, and a description of each customer can be viewed. In addition, there is a financial analysis function for the account.

As shown in FIG. 7, the management support center menu can know about news information, disclosure / public offering, consensus, person information, bidding information, raw materials / price information, transaction placement information, tax information, form information, etc. have. Among the bidding information, it is possible to check the contents of the personalized bidding and the contents of the interested search notice and the list of the announcements.In the transaction information, the domestic transaction information can be identified, and the form information is the main form information (format / form search). Get a list of content and forms.

As shown in Figure 8, the management accounting menu is a self-owned program for the company's management accounting, deposit and withdrawal, non-payment management, transaction statement issued, card / cash receipt sales management, purchase / sales management, customer management, goods It provides functions such as inventory management, personnel salary management, manufacturing ledger management, financial statement preparation, and electronic filing.

Hereinafter, with reference to the accompanying drawings will be described in more detail a flow illustrating a management and information providing method for a partner according to an embodiment of the present invention.

9 is a flowchart illustrating a management and information providing method for a partner according to an embodiment of the present invention.

First, in step S10, the management and information providing method for the partner, the partner company is connected to the management server server 300 through the partner server 200 to provide the member information and application information to apply for membership and approval.

In the next step S20 transmits the VAT information, financial information, credit information of the company from the partner server to the information receiving module 310 in the management server server to perform financial diagnosis, account management, credit information management functions. In step S30, the supplier requests a credit report or online education contents to the management module 360 and the online education module 350 in the management server through the supplier server 200, respectively. Subsequently, in step S40, the credit information is requested and transmitted to the credit information company server 400 in order to check the credit information of the cooperative company requested by the management module 360 in the management company server. News information, category-specific news information, industry trends and corporate trends information, and educational content information are transmitted to the information processing engine 320 in the management company server. The information processing engine 320 transmits and stores the information received from the information provider server 100 to the information classification database 321 (step S41).

In step S50, the credit information company server 400 receives the financial information about the company and the actual due diligence data, credit rating information on the information of the credit rating, management information after receiving the analysis module in the management module 360 in the management company server (330) request and receive the trading activity of the customer who analyzes based on the VAT information, and the credit analysis of the customer who performs the financial analysis only with the obtained customer financial information. The partner company and the parent company are connected to the management company server 300 to form a community through the partner server 200 and the parent company server 500 to receive management support information (step S51). In the next step, S60, the credit report and the online content analyzed by the management company server 300 are transmitted to the cooperative company server 200.

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In addition, the VAT information and financial information of the partner company received from the partner server 200 is separately transmitted from the partner server 200 to the company registered with the manager server 300 through the financial institution server 600. It provides real-time decision support by sending information to understand the situation of the enterprise.

Therefore, it provides management support services to share information for collaboration with parent company and partner company (channel company) and to monitor, analyze and make decisions on information such as corporate information, business status, financial status and credit rating required for each part. You can do it.

It will be appreciated by those skilled in the art that the present invention is not limited to the above embodiments, and various modifications and changes can be made without departing from the spirit of the present invention.

As described above, the management and information providing system and method for the present inventor partner has the following effects.

First, the present invention manages the information sharing for collaboration between the parent company and the partner company (channel company) and monitors, analyzes and makes decisions on information such as corporate information, business status, financial status, credit rating, etc. required for each part. Support services may be provided.

Second, the present invention can provide a business strategy and process in which a company exchanges values with partners in each business part in order to increase the satisfaction and sales of customers who are end users of products and services.

Claims (5)

In the management and information provision system for partners, An information provider server having a function of transmitting general news information, category news information, industry trend and company trend information, and educational content information to an information processing engine in a management company server; In order to receive corporate management support services, it is possible to access the management server to provide the member information and application information, to sign up for membership, and to receive information on the company's VAT information, financial information, and credit check information in the management server. The module can be transferred to the module to perform financial diagnosis, account management, and credit information management, to form a community with the parent company server, to receive management support information, and to receive training through the online training module within the manager server. A partner server having a function and a function of receiving a charge for information received from a management server; An information receiving module that receives the VAT information, financial information, and credit information of the company from the partner server, and performs financial diagnosis, account management, and credit information management, general news information, news information by category from the information provider server, An information processing engine that receives industrial trend information, corporate trend information, and educational content information, and transmits it to an information classification database and stores credit information on financial information, field visit data, and credit rating information about past companies from a credit information company server. Inquiry and management, and the trading activity of the customer is analyzed based on the VAT information, the credit analysis of the customer is carried out through the financial analysis with only the obtained financial information of the customer, credit information requested from the partner server, Charging module for providing educational information and requesting billing, and training for partner servers Manage the online education module that provides content, the information receiving module, information processing engine, analysis module, billing module, online education module, and the community sharing information between the partner server and the parent company server, and VAT information of the partner company. And a management company server for transmitting the financial information to a company registered in the management company server through the financial institution server and including a management module for providing a credit report; A credit information company server for checking and transmitting credit status information requested from a management module in the management company server; A parent company server accessing the management company server, forming a community with a partner company server to receive and receive management support information, and monitoring the partner company; By receiving VAT information and financial information of partner companies through the management module in the management server, the VAT information and financial information are transmitted to the companies registered in the management company server so that they can grasp the situation of their company to support real-time decision making. Financial institution server; Management and information providing system for a partner comprising a. delete In managing and providing information for partners, The supplier supplier accesses the management server through the partner server to provide member information and application information to apply for membership and receive approval; Transmitting the VAT information, financial information, and credit information of the company from the partner server to an information receiving module in the manager server to perform financial diagnosis, account management, and credit information management; Requesting, by the supplier, a credit report or online education contents to a management module and an online education module in a management server through a supplier server, respectively; In order to check the credit information of the partner company requested by the management module in the management server, the credit information is requested and transmitted to the credit information company server, and also from the information provider server, general news information, category news information, industry trends and corporate trends. Receiving information and educational content information to an information processing engine in a management company server; After receiving the financial information about the company and the actual due diligence data, credit rating information about the credit rating information, and management information from the credit information company server, the client performs analysis based on the VAT information from the management module in the management server to the analysis module. Requesting and receiving a credit analysis of a client performing financial analysis based on only the trading activity of the client and the obtained client financial information; Accessing a management server from the partner company and the parent company to form a community through the partner server and the parent company server to receive and receive management support information; Transmitting a credit analysis report and online contents analyzed by the management company server to a supplier company server; Management and information providing method for a partner comprising a. delete delete

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