KR100968353B1 - Automatic document management system - Google Patents

Abstract

The present invention is more convenient by constructing an electronic document system for major documents (commitments, applications), etc. required to write original documents from customers in various industrialization of financial companies and mobile communication companies, and simplify business procedures and reduce storage space when storing images. Disclosed is an electronic document system.

The system according to the present invention provides a digitalized image of a plurality of types of document forms handwritten by the customer, and stores the personal information and the authentication information input from the customer, and then mounts it online. ; A communication management server that registers and manages the personal information and the authentication information to a database through an authentication procedure of the transaction management terminal and transmits and stores information previously stored in the database to a plurality of management terminals in an administrator mode; A tablet connected to the transaction management terminal by wire or wirelessly and receiving handwriting input information of a customer so as to correspond to a previously provided form document; And a portable scanner that scans and receives copy information such as an identification card and a seal as proof information for the customer.

Therefore, the present invention utilizes a tablet and a portable scanner with a digital paper function and combines it with an original handwritten document requiring a customer contact handwriting such as financial services and a mobile communication company, so that the customer handwriting must be kept in the original. To simplify the process of handling and archiving electronically related transaction documents, and to increase productivity, reduce the speed of work processing, and reduce image storage in line jobs that require handwritten documents such as financial employees and mobile operators. Through this, it has the effect of reducing the cost of image storage and improving customer reliability.

Finance, electronic, tablet, electronic pen, form, scanner, customer information, communication, digital

Description

Automatic document management system {AUTOMATIC DOCUMENT MANAGEMENT SYSTEM}

The present invention relates to the creation of electronic documents for handwritten documents (commitments, applications), etc., which are required by the customer, such as financial transactions and mobile carriers, and in particular, images made from customers for faster and more convenient transactions. The present invention relates to an automatic document management system in which attachments to various documents can be stored and managed as a file without a separate scan or copy for storing a file. In particular, by utilizing the image storage method from the scanning method to the electronic file method, the storage space can be significantly reduced.

In general, in order to conduct new transactions such as financial industry and telecommunication companies, and original transactions of customers' handwritten documents, receive various applications provided at the branch office of the store and fill out the information of the customer in accordance with the form of the application such as name, resident registration number, address, etc. The applicant must submit his / her ID card and submit his / her ID card such as his / her ID card or driver's license as a certificate of his / her real name.

As described above, when a customer submits an application and ID card and applies for a transaction, the clerk at the sales office enters the customer's information on the application into the terminal and compares the photo of the submitted ID card with the face of the customer. If you believe that you are a copy of the ID card using a copy machine will be attached to the application. Through this process, various applications with a copy of the ID card will be stored in the safe deposit box of each branch and transferred to the management and central depot for storage for a certain period.

After the execution, the newly traded application form and various forms are scanned in the back line, or the scanning process is performed in a scanner that is separately installed in the branch office. There was a problem.

Furthermore, although the processed imaging files are collectively collected and stored at the computer center, the application forms must be stored for the period specified by law, so that only the inquiry or classification of the transaction application forms is convenient, and the original documents can be stored. There was a problem that can not reduce the storage space for.

The present invention has been made to solve such a problem, and an object of the present invention is to provide an automatic document management system that can realize a business process simplification using electronic documents, thereby inducing cost reduction.

Another object of the present invention is to receive financial documents (e.g., deposit required, funds, etc.) new documents, corporate and household loan-related documents, credit / check card new documents, foreign exchange draft documents By processing real-time documents such as first-time payment of bancassurance (including customer ID card, business card, and various certificates) into electronic information, inducing rapid and simplified financial business processing, improving business processing speed and reducing image storage space It is to provide an automatic document management system that can improve the reliability.

It is still another object of the present invention to provide an automatic document management system that allows a user to process business in the same process as the financial business document processing by electronically preparing a related document such as a mobile communication company service use application.

An automatic document management system according to an aspect of the present invention for achieving the above object, provides an electronic image format of a plurality of types of document forms for financial transactions and mobile carrier transactions, personal information and proof information input from the customer After storing the transaction management terminal for mounting it online; A communication management server that registers and manages the personal information and the authentication information into a database through an authentication procedure of the transaction management terminal, and transmits and controls the information previously stored in the database to a plurality of management terminals in an administrator mode; A tablet connected to the transaction management terminal by wire or wirelessly and receiving handwriting input information of a customer so as to correspond to a previously provided form document; And a portable scanner that immediately scans and receives copy information such as an identification card and a seal as proof information for the customer.

Original document creation system for customers such as financial transactions and telecommunication companies according to the present invention by using a tablet having a digital paper function (Tablet) to combine this in the work, the original document of the customer of financial transactions related documents and mobile carriers It can streamline the process of handling and archiving electronically, and improve productivity, speed up work, and improve customer reliability in line-of-business tasks that require handwritten documents such as financial employees and mobile operators. Have In addition, this system will be very useful when going to the field directly from a financial company or a mobile communication company and writing handwritten documents from a large number of customers.

By storing the image as an electronic file, the amount of image storage by the scanning method can be significantly reduced.

The storage capacity of the current image original (A4 size) is 500KByte on average, but when using electronic files, the storage capacity of the image original (A4 size) is 26KByte on average.

Hereinafter, the present invention will be described in detail with reference to the accompanying drawings.

As shown, the transaction management terminal 101 for providing a digitalized image format of a plurality of types of document forms for transactions, storing personal information and proof information input from a customer, and then mounting them online And, through the authentication process of the transaction management terminal 101, the personal information and authentication information is registered and managed in the database 111, and the plurality of management terminals 109 under the administrator mode to pre-stored information in the database 111 The communication management server 107 for controlling transmission to the tablet, the transaction management terminal 101 is connected to the wired or wireless, the tablet receiving the customer's handwriting input information to correspond to the form document 113 is provided (Tablet: 103) and a scanner 105 which scans and inputs information such as an identification card and a seal as proof information for the customer.

The transaction management terminal 101 stores various transaction document forms, and has a display algorithm for confirming customer information input items input through the tablet 103. Personal information based on customer information documents is electronic documents of financial transactions and mobile carriers, including new documents (receivables for deposits, funds, etc.), documents related to corporate and household loans, new documents for credit and check cards, and foreign exchange issues. It may include a remittance document, a first payment document for bancassurance, a mobile service provider application form, and a mobile phone installment agreement.

The customer's information corresponding to the document format is recognized by the tablet 103. The tablet 103 has a notepad shape of a predetermined size, and the form document 113 is seated on the notepad. The customer enters the formatted information onto the form document 113. The information is written by an electronic pen, which provides the handwriting information of the customer to the tablet 103. The tablet 103 provides handwriting information for each position (vector) of the notepad to the transaction management terminal 101.

The scanner 105 is for scanning an identification card, a seal stamp, etc. to prove the identity of the customer, and has a miniaturized scanner structure. Customer input information or scan information generated through the scanner 105 and the tablet 103 may be provided to the transaction management terminal 101 through a USB cable, and if necessary, short-range communication (Bluetooth, Zigbee) It can be used to facilitate the writing of customers' documents.

On the other hand, the form document 113 that is seated on the notepad of the tablet 103 is provided in a paper state, when adding the display function of the tablet 103, the form document stored in the transaction management terminal 101 Of course, it can be displayed on the tablet 103. In addition, the form document may need to be guided so that the customer can fully recognize the main form content according to the type, the transaction management terminal 101 can guide the main content of the preset form document to the ARS. There will be. In other words, when the customer seals the form at a specific location, the transaction management terminal 101 recognizes the main content by message notification and voice to the customer or outputs the corresponding voice by the customer to recognize the main content. You can do it.

2 is a view for explaining the main functions of the financial transaction document creation system according to the present invention. As shown, a number of types of form documents used for financial transactions are prepared, and each form document is partitioned based on the customer's information field. For example, as shown in FIG. 4, the document format is divided into a plurality of cells, and the information input field and the corresponding cells are implemented as an aggregate. That is, A01 on the horizontal axis and B01, B02, and B03 on the vertical axis are defined as cells for recognizing the name of the customer, and A20 on the horizontal axis and B07 to B11 on the vertical axis are defined as the cells for recognizing the signature of the customer.

Such a cell recognizes a location described or sealed by a customer based on the partition information, and is assumed as the corresponding input information. After the input information is addressed through a decoding procedure, corresponding input information is stored for each address. A plurality of input information is applied to a plurality of types of electronic forms, the information input through one form information, that is, the font information of the customer, including personal information is applied to another form form. Therefore, since the customer fills out the same content form only once, the convenience of the customer is also increased.

Of course, in the present invention, not only the form information created by the customer is electronicized, but the information such as the identification information input by the scanner 105 described above, such as a resident registration card or a seal, may be provided in an electronic form form.

3 is a configuration diagram for explaining the main functions of the transaction management terminal 101 according to the present invention. As shown, a form database 311 for storing a plurality of types of form information for financial transactions, a compartment information database 313 for storing and managing compartment information for each form stored in the form database 311, and a customer The information input from the image is divided in correspondence with the partition information, and then the image is scanned from the scanner 105 in charge of operating the scanner 105 and the electronic form database 315 registered and managed according to a separate form. A scanner operator 303 for collecting the information, a tablet operator 305 for collecting the customer information input through the tablet 103, and decoding information about the information input through the tablet 103. The corresponding section information is added from the section information database 313 so as to correspond to the form information extracted from the decoding memory 309 and the form database 311. And store information input through the tablet 103 in the decoding memory 309 according to the partition information, and form a predefined electronic form form based on information previously stored in the decoding memory 309. The controller 301 is configured to control registration of the electronic form form with the electronic form form database 315.

The control unit 301 transmits the electronic form information to the communication management server 107, the communication unit for receiving the information recognized by the tablet 103 and the scanner 105 to the control unit 301 via wired or wireless 307 may be further included. In addition, when the information is input from the customer at a specific position of the form document based on the partition information, the message output unit 317 for outputting a predetermined guidance message for a transaction. In addition, the message output unit 317 may be provided with a guide comment to automatically check whether or not for the written document items.

Hereinafter, the operation of the present invention will be described.

First, the customer visits all companies that need to write directly to the financial institution for the transaction, the original mobile communication company, and is provided with a tablet 103 and an electronic pen (not shown) to receive a plurality of personal information from the customer. The tablet 103 is provided to the transaction management terminal 101, the information input through the tablet 103 through the wire and wireless communication with the transaction management terminal 101. Here, the wired communication is preferably USB communication, and the wireless communication may be Bluetooth or Zigbee communication such as short-range communication.

Each agency provides a form 113 for a transaction at a customer, which is seated on the notepad of the tablet 103. In addition, the controller 301 extracts the form document 113 from the form database 311 and displays the form document 113 on the transaction management terminal 101. The controller 301 extracts section information corresponding to the form information extracted from the form database 311 from the section information database 313 and provides the section information to the tablet 103.

The section information sets a position for recognizing the handwriting or input information of the customer in the tablet 103. As shown in FIG. 4, one section information is divided into a plurality of sections. The separated partition is formed of a plurality of cell sets to extract customer input information from the location of the cell set. This is to eliminate the inconvenience of duplicated customer information in many types of form documents.

When the format document 113 is seated on the notepad of the tablet 103 and a document is created using the electronic pen on the format document 113, the tablet 103 recognizes the handwriting of the electronic pen. Store this as dataized information. Therefore, when the customer information is input at the corresponding location based on the partition information, the tablet 103 transmits the location information together with the input customer information to the transaction management terminal 101. The transaction management terminal 101 converts the location information provided from the tablet 103 into a set code or address, and stores customer information corresponding to the address.

The customer information is stored through the decoding memory 309. The decoding memory 309 stores address and input customer information along with additional information such as format code, manager code, and time. Through this procedure, the customer inputs customer information to the tablet 103, and the controller 301 provides a guide message by the message output unit 317 based on the position of the input information.

The guide message may be a message window display notification and a voice guide using the ARS, or may be an alarm about a transaction content that the customer should repeatedly recognize. Therefore, the customer is provided with a guide message (guide information) and a predetermined voice guide or alarm information when a miss occurs in the input window while inputting the customer information through the tablet 103. It may be provided on the basis of a prescribed transaction policy or if it is deemed necessary by a financial institution.

When the form document is completed by the customer, the transaction management terminal 101 scans the identification card or the seal of the customer by using the scanner 105. The scanned information is provided to the transaction management terminal 101, and the transaction management terminal 101 is transmitted to the decoding memory 309 for storage management. On the other hand, the above-described form filling procedure is monitored through a monitor (not shown) of the transaction management terminal 101, which is to monitor the error of the document created by the customer. Therefore, the employee of the financial institution can monitor and determine in real time the legality and error of the document created through the transaction management terminal (101).

When the preparation of the form document is completed, scan information such as an identification card (seal) and the like are applied to other documents required for financial transactions, while the control unit 301 applies an electronic form form corresponding to the other document to the electronic form database. Extract from 315. The controller 301 transmits the previously stored customer information and scan information to the corresponding location of the electronic form to the decoding memory 309 to generate the electronic form. As a result, by providing the information input by the customer to other documents, it is possible to prevent repeated input of the customer information by the same procedure.

As shown in FIG. 5, the customer information created through the tablet 103 and the scan information input through the scanner 105 are displayed corresponding to the form document, and the input information is generated as a separate document. The form document including the generated new document is transmitted to the communication management server 107 by the communication unit 307, and the communication management server 107 registers and manages the corresponding information in the database 111. Therefore, the administrator monitors the information on the transaction customer through the management terminal 109 connected to the communication management server 107, and determines whether to approve the transaction.

Meanwhile, in the present invention, the information input by the customer is handwriting information, and the handwriting information is stored and managed by way of example. However, if necessary, the handwriting information may be converted into textual information through OCR and stored and managed. Of course. Here, since the textualized information may undermine the originality of the document, it may be desirable to manage the textual information together with the input information on the form document input from the customer, that is, the handwriting information. In addition, according to the present invention, as only the information input by the customer is stored and managed, the storage space is small, there is an advantage that can reduce the cost of operating the system according to the present invention.

As described above, the transaction document creation system according to the present invention reduces the electronic file storage space and improves the processing speed of the customer by electronically documenting the business that requires handwriting in the original document of each institution such as financial service and mobile communication company. Information management is efficient, and the industrial value is expected to be sufficient.

1 is a block diagram showing an automatic document management system according to the present invention.

2 is a view for explaining the main function of the present invention.

3 is a configuration diagram illustrating the transaction management terminal of FIG. 1.

4 is a diagram for explaining partition information according to the present invention.

5 is a view for explaining the electronic form template according to the present invention.

<Explanation of symbols for main drawings>

101: transaction management terminal 103: tablet

105: scanner 107: communication management server

109: management terminal 111: database

113: Form Document 115: Scanned Object

301: control unit 303: scanner operation unit

305: tablet operating unit 307: communication unit

309: Decode Memory 311: Format Database

313: compartment information database 315: electronic form database

317: message output unit

Claims (8)

In the electronic system of document making for a transaction, The system is: A transaction management terminal for providing an electronicized image format for a plurality of types of document forms, storing personal information and proof information input from a customer, and then mounting them online; A communication management server that registers and manages the personal information and the authentication information to a database through an authentication procedure of the transaction management terminal and transmits and stores information previously stored in the database to a plurality of management terminals in an administrator mode; A tablet connected to the transaction management terminal by wire or wirelessly and receiving handwriting input information of a customer so as to correspond to a previously provided form document; And Proof information about the customer includes a scanner that scans and inputs the copy information such as identification card, seal, etc. The transaction management terminal is: A form database for storing a plurality of form information for financial transactions; A compartment information database for storing and managing compartment information for each form stored in the form database; An electronic form form database in which information input from a customer is divided in correspondence with the section information and registered and managed according to a separate form; A scanner operating unit for collecting the scanned image from the scanner in charge of operating the scanner; A tablet operating unit for collecting customer information input through the tablet; A decoding memory for storing decoding information about the information input through the tablet; And Extracting the corresponding section information from the section information database so as to correspond to the form information extracted from the form database, storing information input through the tablet in the decoding memory according to the section information, and prestored information in the decoding memory. Control unit for forming a predefined electronic form form based on the control, registration control of the electronic form form to the electronic form form database Automatic document management system comprising a. The method of claim 1, The transaction management terminal stores a variety of transaction document forms, and the automatic document management system, characterized in that for holding a display algorithm for confirming the customer information input items entered through the tablet. The method of claim 1, The personal information is an electronic document of financial transaction related documents, such as new documents (receivables for deposits, funds, etc.), documents related to corporate and household loans, new documents for credit / check cards, remittances for foreign exchange, documents for first payment of bancassurance, and transfers. Automatic document management system, characterized in that any one or more of the service provider application, mobile phone installment agreement. delete The method of claim 1, The control unit further comprises a communication unit for transmitting the electronic form information to the communication management server, and receives the information recognized by the tablet and scanner through the wired or wireless to the control unit. The method of claim 5, The control unit further comprises a communication unit for transmitting the electronic form information to the communication management server, and receives the information recognized by the tablet and scanner through the wired or wireless to the control unit. The method of claim 1, And a message output unit for voice outputting a predetermined guide message for a transaction when information is input from a customer at a specific position of the form document based on the section information. The method of claim 7, wherein The message output unit is an automatic document management system, characterized in that the guidance is provided so that it can automatically check whether or not for the filling document items.

Images