KR100989689B1 - Integrating management system for supporting for service of bank and method of the same - Google Patents

Abstract

The present invention relates to a data integrated management system and a method for supporting banking business, each of the IB deal player terminal is equipped with a business processing API to connect to the server built in the form of a platform, the server verifies the ballot from the receipt of the deal It manages the tasks up to, manages the extraction and update of data for each stage, manages the task list by ID of each IB deal player, and monitors the processing status of each IB deal player. Its purpose is to provide an integrated data management system and method for supporting banking services that can monitor progress in real time, prevent input errors, and prevent data leakage or delays in data processing.

When the present invention is applied, it executes powerful self-control through automatic deal file management, automatic deal file delivery linked with login information, and monitoring and review of deal information by permission, thereby minimizing risk in dealing business and maximizing work efficiency. You can do it. In addition, it is possible to prevent the loss or loss of processed deal information, thereby preventing the risk of information management, and to prevent the delay or leakage of data processing, thereby securing the competitiveness in the financial industry.

 BPM, IB, investment, deal player, and fund management support team.

Description

INTEGRATING MANAGEMENT SYSTEM FOR SUPPORTING FOR SERVICE OF BANK AND METHOD OF THE SAME}

The present invention relates to a data integrated management system and method for supporting banking business, and more specifically, to each server connected to the server built in the form of a platform by installing a business processing API on each IB deal player terminal, the server at the time of accepting the deal To manage the work of each IB deal player by managing the work from data verification to the valuation, managing the extraction and updating of data for each stage, and managing the work list for each IB deal player's ID. The present invention relates to an integrated data management system and method for supporting banking services that can prevent real-time monitoring and input errors and prevent data leakage or delays in processing data.

As is well known, due to the recent development of information communication technology, development of information providing technology for providing information on various fields via a long distance data communication network to a plurality of subscribers through at least one host server is actively underway.

Based on this, in recent years, information selection technology and compression technology are being developed to more easily access peripheral technologies such as cache memory expansion technology to provide accurate information to subscribers more quickly and subscribers' tastes and preferences. It is also spurring the development of various contents and its solutions, and is actively developing a technology for supporting rapid business processing by building a server with new functions.

In particular, banks are expected to move commercial funds to the securities firms that are allowed to make payments in advance of the Capital Market Consolidation Act, and to gradually reduce the return on traditional services. As commercial banks are aggressively strengthening the IB sector in order to diversify their revenue sources and find new growth engines, the importance of the IB business is growing more than ever.

Therefore, under the Capital Market Consolidation Act, it is urgent to establish an infrastructure for communication and collaboration between the IB headquarters and sales organizations in charge of investment, increase the efficiency of IB business processing, and monitor the overall IB business status in real time. In addition, it is urgent to establish a foundation for strengthening information sharing with management and enabling management to proactively manage risk.

However, until now, the IB deal player has collected the Excel files directly from other teams by hand for each department and team to create new data. Therefore, input errors of department members are frequently generated at each stage. The process of personally preparing, managing, and collecting data was performed, which exposed the possibility of leakage of important data.

In addition, in the past, data processing was frequently delayed because the data was sent by email or messenger when the data was moved by person in charge, by department, or by team, and was not structured to access the server in the form of a platform to perform work. There was a problem that systematic work management was impossible.

The present invention has been made in view of the above-described circumstances of the prior art, and each IB deal player terminal is equipped with a business processing API so as to connect to a server constructed in the form of a platform. It manages the extraction and update of data in each stage, manages the work list by ID of each IB deal player, and monitors the processing status of each IB deal. Its purpose is to provide an integrated data management system and method for supporting banking services that can prevent monitoring and input errors and prevent data leakage or delays in data processing.

In order to achieve the above object, according to a preferred embodiment of the present invention, a plurality of IB player terminals (2) for accessing the integrated data management server (10) to the internal private network to handle the work from the receipt of the deal to the verification of the voting and; Interworking and managing the task list for each IB deal player ID, extracting a deal file corresponding to the job processing signal from the IB player terminal 2 and exposing it to a browser, and processing the respective IB player terminal 2 Provided is a data integrated management system for banking business support, comprising a data integrated management server 10 for updating the deal file data in the database (30).

Preferably, the IB player terminal (2) is a task for automatically receiving the access to the data integrated management server 10 and the individual To do list managed by ID in the data integrated management server 10 therein and automatically output therein Provided is a data management system for banking support, characterized in that the processing API (4) is installed.

Preferably, the integrated data management server 10 performs an authentication process of each IB deal player therein and manages a work list for each ID based on the authentication value, and processes a file to perform a deal process. An IB-BPM server 12; For bank business support, characterized in that the DBMS (Database Management Server) (18) for performing the extraction and update processing of the file for the deal DB (32) and deal slip DB (34) for storing the deal file is provided Data integrated management system is provided.

Preferably, the integrated data management server 10 performs an account processing for the deal reception information when accepting a deal, and receives the designated signal of the IB player and stores the To do list for each IB player in association with the ID. Provided is an integrated data management system for supporting banking services, characterized in that the processing is performed.

Preferably, the integrated data management server 10 supports the monitoring of each step of the deal processing according to the selection signal of the IB player terminal 2, characterized in that the processing to support the creation and attachment of the diary for each deal Integrated data management system is provided for banking support.

Preferably, the integrated data management server 10 is to process the drop processing of the deal according to the selection signal of the IB player terminal (2) for each step, characterized in that for performing the process of managing the deal drop data separately. The integrated data management system for banking business support is provided.

Preferably, the data integrated management server 10 updates the To do list information for each ID according to the deal processing completion signal from the IB player terminal 2, and the data integrated management server 10 is in the manager mode. Receives the authority level setting signal for each department / person in charge and registers it as a table, and compares the ID transmitted from the IB player terminal 2 with the grade table to selectively control the viewing of the deal file according to the grade. Provided is an integrated data management system for banking business support, characterized in that.

Preferably, the IB-BPM server 12 includes an authentication processing unit 14 for performing authentication processing of each IB deal player therein; Provided is a data integrated management system for banking business support, characterized in that the file extraction unit 16 for extracting a file to perform a deal processing.

Preferably, the DBMS 18 is provided with an extraction / update processing unit 20 for processing file extraction and update of the deal DB 32 and deal slip DB 34 therein to handle the extraction and update of the file therein; Provided is a data integrated management system for supporting banking services.

Preferably, the database 30 further includes a credit / investment ledger DB 72 and an authentication management DB 76 therein, and the credit / investment ledger DB 72 accumulates deal processing therein. A credit / investment ledger table 74 in which information and credit / investment information is recorded is provided, and the authentication management DB 76 records authentication information and transaction file reading authority level information by department, team, and person in charge therein. A user information history table 78; The integrated data management system for banking business support is provided, which includes a department management table 80 in which department organization management information for each deal is recorded.

Preferably, the integrated data management server 10 includes a data receiving unit for receiving the authentication and file selection output signal, deal job data from the IB player terminal (2); A data transmitter for transmitting work file output data, deal task related process state data, and progress data for each deal to the IB player terminal 2; An authentication processing unit for receiving and authenticating ID and password data from the IB player terminal 2 and processing a viewing authority level of the user; From the IB player terminal 2, the process of controlling the process from the reception of the work to the final voting process is driven and controlled. And a control unit for performing monitoring permission level processing to control the progress and contents of the deal job to be monitored, and to control the extraction and update processing of the deal job file. A deal account processing processor for automatically receiving a deal reception data from the IB player terminal 2 and automatically generating a deal unique number according to a deal reception order; a task schedule management processor that connects and sets a deal player for each department or team when accepting a deal, and links new deal information to a to do list of a person in charge; A file processing list management processor for managing a deal work file for each processing state of each deal; A deal file extraction processor which receives a work signal and a deal file selection signal from the IB player terminal 2 and performs a process for extracting a corresponding deal work file; A deal processing status management processor for real-time monitoring the processing status of the deal work file for each deal player and managing the deal file processing status information and deal file processing step information at the present time; Stores authentication information for each deal player, authority to view deal files by person in charge and department, deal file reception information, deal file processing information, deal slip processing information, and voting information. Provided is an integrated data management system for banking business support, comprising a database for storing processing state information of a file.

Preferably, the deal DB 32 includes a master table 62 in which there is deal reception information, IB related account information, and to do list information for each contact ID; a receipt processing history table 64 recording receipt information, deal detail information, and deal account information for each deal, and an INVENTORY history table 66 for storing deal account information for deal inventory processing information and processing status information; CLOSING history table 68 records the deal closing processing information for each of the deal account information, and the deal slip DB 34 includes a plurality of records in which the deal slip processing information and the person in charge are linked with the deal account information. Provided is a data management system for supporting the hidden business, characterized in that the slip history table 70 of the type.

On the other hand, the present invention comprises a first step in which the integrated data management server 10 determines whether the transaction reception data received from the IB player terminal (2); A second step of the data integration management server 10 receiving the deal information and assigning a unique number to the deal to perform a deal account processing; A third step in which the integrated data management server 10 determines, for the deal, whether a designated person designated signal for each deal is received from one IB player terminal 2; Receiving a designated person signal, the integrated data management server 10 performs a fourth step of linking and registering newly received deal information in a to do list associated with the ID of each person in a deal step; A fifth step of the integrated data management server 10 determining whether login information is received from the IB player terminal 2; A sixth step of the integrated data management server 10 extracting to do list information associated with the corresponding ID according to the corresponding ID information and transmitting the extracted to do list information to the IB player terminal 2; A seventh step of the data integrated management server 10 determining whether a specific deal information selection signal is received from the IB player terminal 2; An eighth step of the integrated data management server 10 extracting the deal file from the database 30 and transmitting the deal file to the IB player terminal 2 to output a work; A ninth step of updating in real time data processed by the transaction from the IB player terminal 2; A tenth step of determining, by the data integrated management server 10, whether a completion signal for each step of a specific deal processing is received; An eleventh process of the integrated data management server 10 storing the deal processing information and updating the work processing list information for each ID; A twelfth step of determining, by the data integrated management server 10, whether the corresponding transaction processing has ended; The integrated data management server 10 is provided with a data integration management method for supporting the banking business, characterized in that the process comprising the 13th process of updating the deal list information, the process for ending the deal.

Preferably, the first process is the data for the bank business support, characterized in that the IB player terminal (2) access to the data integrated management server 10 through a business processing API installed therein An integrated management method is provided.

Preferably, between the seventh process and the eighth process, the data integrated management server 10 to determine the processing state of the deal information; Determining, by the data integrated management server 10, whether the corresponding deal is a stepwise processed deal; If the operation of the deal file is not possible due to monitoring or deal review through the other IB player terminal (2), further comprising the step of outputting information during the transaction processing to the corresponding IB player terminal (2) Integrated data management method is provided to support banking business.

Preferably, the deal operation processed through the ninth process comprises a multi-stage process of accepting a deal, dealing with a plurality of deal inventory, deal closing, deal slip, and registering and confirming a check. Integrated data management method is provided to support banking business.

Preferably, the eleventh step includes the data integrated management server 10 storing the deal processing information and deleting the deal information from the to do list associated with the ID of the person in charge; Integrated data management for bank business support, characterized in that the process of extracting the corresponding business schedule information, extracting the ID of the next person in charge, and adding the information of the deal to the to do list information associated with the next person in charge A method is provided.

Preferably, during any one of the first to 13 processes, the process of determining whether the data integration management server 10 receives a reset signal of the authority level for each department, the person in charge; The data integrated management server 10 resetting the authority level for each department and the person in charge, and registering the reset information; Determining whether a deal information search signal is received from any one of the IB player terminals; The data integration management server 10 determining whether the level of the corresponding transaction information is viewable according to the viewing authority level information for the corresponding transaction information; The integrated data management method for banking business support is further provided, further comprising the step of selectively transmitting the deal name or details to the corresponding IB player terminal 2 according to the availability of reading.

Preferably, the deal accepting step and the plurality of deal inventory processing step may perform a drop process for a specific deal during the processing, and the data integrated management server 10 separately manages the dropped deal information. The integrated data management method for banking business support is provided.

Preferably, the deal slip processing is the integrated data management server 10 so as to generate a reprocessing request signal and transmit the reprocessing request signal to the IB player terminal 2 of the previous step to perform reprocessing during the valuation confirmation registration process in the fund management support unit (10). Provided is a data integrated management method for banking business support, characterized in that the processing).

Preferably, in all the processing steps from the transaction acceptance processing to the time point when the ballot verification is completed, access to the data integrated management server 10, the bank business support, characterized in that the monitoring for each deal is enabled The integrated data management method is provided.

The integrated data management system and method for supporting bank business according to the present invention executes strong self-control through automatic deal file management and automatic deal file delivery linked with login information, and monitoring and review of deal information by permission. The risks at work can be minimized and the work efficiency can be maximized. In addition, it is possible to prevent the loss or loss of processed deal information, thereby preventing the risk of information management, and to prevent the delay or leakage of data processing, thereby securing the competitiveness in the financial industry.

EMBODIMENT OF THE INVENTION Hereinafter, this invention is demonstrated in detail with reference to drawings.

1 is a schematic diagram showing a schematic configuration of a data integrated management system for banking support according to an embodiment of the present invention.

Referring to this, the integrated data management system for banking support according to an embodiment of the present invention is equipped with a processing API on each IB deal player terminal to connect to the server built in the platform form, the server at the time of accepting the deal To manage the work of each IB deal player by managing the work from data verification to the valuation, managing the extraction and updating of data for each stage, and managing the work list for each IB deal player's ID. It is a system that can prevent the real time monitoring and input error of the transaction related work progress and prevent data leakage or delay of data processing.

That is, the integrated data management system for banking support according to an embodiment of the present invention is built inside the bank, and the data integrated management server 10 equipped with a BPM (Business Process Management) engine, and the data It is a system that maximizes work efficiency by allowing work support through a plurality of IB player terminals 2 connected to an internal private network to be accessible to the integrated management server 10.

To this end, in the integrated data management system for banking support according to an embodiment of the present invention, a plurality of IB for accessing the integrated data management server 10 to the internal private network to handle the work from the receipt of the transaction to the verification of the ticket The player terminal 2 is configured. The IB player terminal 2 has an access to the data integrated management server 10 and a personal work list managed by ID in the data integrated management server 10 (To do). The task processing API 4 for receiving the list) and automatically outputting it is installed therein.

In addition, the integrated data management system for banking support according to an embodiment of the present invention linked to the task list for each IB deal player to manage the link, corresponding to the task processing signal from the IB player terminal (2) A data integration management server 10 is constructed for extracting a deal file and exposing it to a browser, and updating and processing deal file data processed in each IB player terminal 2 in a database.

On the other hand, the integrated data management server 10 performs the authentication process of each IB deal player therein and manages the work list for each ID due to the authentication value, and IB for processing the file to perform the deal processing A BPM server 12 is provided, and a DBMS (Database Management Server) 18 for performing file extraction and update processing for a deal DB 32 and a deal slip DB 34 storing a deal file is provided. It is provided.

Therefore, the IB-BPM server 12 includes an authentication processing unit 14 for performing authentication processing of each IB deal player therein; A file extractor 16 for extracting a file for dealing is provided.

In addition, the DBMS 18 is provided with an extraction / update processing unit 20 that processes file extraction and update in the file management for the deal DB 32 and deal slip DB 34 therein. .

On the other hand, the data integrated management server 10 included in the integrated data management system for banking support according to an embodiment of the present invention performs the account processing for the deal reception information when accepting a deal, the specified signal of the IB player Receives and stores the To do list by ID of each IB player in association with the ID.

In addition, the integrated data management server 10 supports the monitoring of each step of the deal processing according to the selection signal of the IB player terminal 2, and processes to support the creation and attachment of a diary for each deal.

The integrated data management server 10 processes the drop processing of the deal according to the selection signal of the IB player terminal 2 in each step, and performs the process of separately managing the deal drop data.

In addition, the data integrated management server 10 updates the To do list information for each ID according to the deal processing completion signal from the IB player terminal 2, the data integrated management server 10 in the manager mode The authority level setting signal for each department / person in charge is received and registered as a table, and the ID transmitted from the IB player terminal 2 is compared with the grade table to selectively control the viewing of the deal file according to the grade. .

2 is a block diagram illustrating a configuration of a data integrated management server included in a data integrated management system for banking business support according to an embodiment of the present invention.

Referring to this, the integrated data management server 10 included in the integrated data management system for banking support according to an embodiment of the present invention is a data receiving unit, data transmission unit, authentication processing unit, deal account processing processor, It consists of task schedule management processor, file processing list management processor, file extraction processor, deal processing status management processor, database and control unit.

Reference numeral 40 denotes a data receiving unit for receiving authentication and file selection output signals and deal job data from the IB player terminal 2, and reference numeral 42 denotes work file output data and deal job to the IB player terminal 2; Represents a data transmitter for transmitting related process status data and progress data for each deal.

Reference numeral 44 denotes an authentication processing unit for receiving and authenticating ID and password data from the IB player terminal 2 and processing a user's browsing authority level.

Reference numeral 46 controls driving of a processor related from the IB player terminal 2 to the final voting process from the IB player terminal 2, and controls the transmission of work information to be performed according to the to do list of the person in charge when the deal is received for each ID. In addition, the user authentication and viewing authority level processing is performed to control the progress and contents of the deal operation so as to be monitored, and a control unit for controlling the extraction and update processing of the deal job file is shown.

Reference numeral 48 denotes a deal account processing processor for automatically generating a deal unique number according to the order of receipt of the transaction by receiving the transaction receipt data from the IB player terminal 2, and reference numeral 50 denotes a deal for each department or team upon receipt of the deal. Represents a task schedule management processor that connects and configures players, and associates new deal information with the person's to do list.

Reference numeral 52 denotes a file processing list management processor for managing a deal task file for each deal processing state, and reference numeral 54 denotes a corresponding task by receiving a task signal and a deal file selection signal from the IB player terminal 2. Shows the deal file extraction processor that performs the processing for extracting files.

Reference numeral 56 denotes a deal processing state management processor that monitors the processing state of the deal work file for each deal player in real time and manages the deal file processing state information and deal file processing step information at the present time.

Reference numeral 30 stores the authentication information for each deal player, the deal file viewing authority level information, the deal file reception information, the deal file processing information, the deal slip processing information, and the ticket information for each deal player. Represents a database that stores information and transaction status information for deal work files.

3 is a block diagram illustrating a database structure built and managed in a data integrated management server of a data integrated management system for supporting a banking service according to an embodiment of the present invention.

Referring to this, the database 30 built and managed in the data integrated management server 10 of the integrated data management system for banking business support according to an embodiment of the present invention includes a table structure as shown in FIG. It is done.

The database 30 includes a deal DB 32, a deal slip DB 34, a credit / investment ledger DB 72, and an authentication management DB 76, and a deal for storing a deal processing work file. A deal diary table 82 for interworking with the DB 32 and the deal slip DB 34 to write a deal processing state or additional information in a log form is included.

The deal DB 32 includes a master table 62 in which deal receipt information, IB related account information, and to do list information for each contact ID are recorded therein; a receipt processing history table 64 recording receipt information, deal detail information, and deal account information for each deal, and an INVENTORY history table 66 for storing deal account information for deal inventory processing information and processing status information; The CLOSING history table 68 records the deal closing processing information by the deal account information.

The deal slip DB 34 includes a plurality of types of slip history tables 70 in which deal slip processing information and contact information are recorded in association with deal account information, and the credit / investment book DB 72 is included therein. Is provided with a credit / investment ledger table 74 in which deal processing cumulative information and credit / investment information are recorded therein, and the authentication management DB 76 has authentication information and department / team / dealer / dealer transactions therein. A user information history table 78 in which file viewing authority level information is recorded; The department management table 80 in which department organization management information of each deal is recorded is included.

With reference to the accompanying drawings, the function and operation of the integrated data management system for banking support according to an embodiment of the present invention of the above configuration will be described in detail.

4A and 4B are flowcharts illustrating a signal flow of a data integrated management system for banking business support according to an embodiment of the present invention, and FIG. 5 is a data integration for banking business support according to an embodiment of the present invention. This is a flowchart showing the deal processing that is processed through the management system.

First, the integrated data management server 10 included in the integrated data management system for banking support according to an embodiment of the present invention determines whether the received transaction data received from the IB player terminal (2).

As shown in FIG. 9A, the deal reception screen is composed of detailed details including a business name. After the details are input, the deal reception screen is configured to designate a main contact person. The deal reception processing screen is illustrated in FIG. 9B. After inputting additional information at the reception processing stage, IB player can save the contents.

At this time, the IB player terminal 2 is a terminal of the internal personnel of the IB headquarters, and the IB player terminal 2 has a business processing API (Application Interface) installed therein for the business process. It is accessible to the data management server 10.

Therefore, when the data integrated management server 10 receives the deal reception data from the IB player terminal 2, the data integrated management server 10 receives the deal information and assigns a unique number to the deal. Deal account processing.

In addition, the integrated data management server 10 determines whether a designated person in charge of each deal step is received from the IB player terminal 2 of the leader, the manager, the couple leader, the team leader, or the main manager.

When the designated person designated signal is received, the integrated data management server 10 registers the coordinating person in charge of each step of the deal, registers the newly received deal information in a to do list for each person in charge, and stores the information.

Then, the integrated data management server 10 determines whether the login information consisting of ID and password is received from the IB player terminal (2).

Then, the integrated data management server 10 extracts to do list information associated with the corresponding ID according to the corresponding ID information, transmits the information to the IB player terminal 2 and outputs it to the web browser. As shown in the browser screen of Figure 8a, to do list for each person in charge is output.

The data integrated management server 10 determines whether a specific deal information selection signal is received from the IB player terminal 2. If a specific deal information selection signal is received, the integrated data management server 10 determines the processing state of the deal information.

In addition, the integrated data management server 10 determines whether the deal is a deal that has been processed step by step, the operation of the deal file is impossible due to the monitoring or deal review through the other IB player terminal (2), Outputs the information during deal processing to the IB player terminal (2). In other words, the deal outputs information that it should be postponed later.

In the case of monitoring, the senior managers, ie, executives, vice presidents, managers and couples, can monitor each deal.In the case of reviews, the internal audit team or the credit supervision team can manage the deal review.

On the other hand, if the state of the deal file generated the selection signal is completed in any processing step, the integrated data management server 10 extracts the deal file from the database 30 to the IB player terminal (2) Send it and make it workable.

That is, deal NO. Alternatively, when a business name is clicked, a detailed business processing screen as shown in FIG. 8B is output, and the business processing screen is composed of tabs in order of work processing, corresponding work, deal diary, travel management, and attachment.

Through this, the IB player assigned to the work by the corresponding to do list is to process the predetermined step of the deal through the IB player terminal (2).

At this time, the transaction processing process handled by the IB personnel through the IB player terminal 2 is divided into a number of stages, as shown in Figure 5, and the personnel in advance are designated in each step.

The deal processing step includes a deal reception step, a plurality of deal inventory processing steps, a deal closing processing step, a deal slip payment processing step, a check confirmation registration step and a ticket verification step, and a deal reception step and a plurality of deal inventory processing. A step can drop a particular deal during that process.

The deal inventory processing screen is output as shown in FIG. 10A, and after inputting information at the current work stage, the deal player can store it. The deal closing processing screen is as shown in FIG. 10B. In the closing step, the credit / investment approval condition and account information can be registered and managed in the case. In the case of the credit slip, an additional fee link is activated after the initial process is performed. The page is organized so that additional fees can be processed continuously, and a link to prepare a credit / investment ledger is provided.

10C is a screen showing credit / investment approval conditions, FIG. 10D is a screen configured to input slip account information, FIG. 10E is a screen for entering deal slip credit information, and FIGS. 10F and 10G are credit management. The input of the ledger and investment management ledger is shown.

In addition, the deal slip processing step may generate a reprocessing request signal and transmit the reprocessing request signal to the IB player terminal 2 of the previous stage to perform reprocessing.

At this time, when the data processing management server 10 receives a reprocessing signal from the terminal of the fund management support unit, extracts the person in charge of the previous step according to the work schedule table of the deal, and corresponds to the to do list of the ID Performs the process of adding deal information.

In addition, at all stages from the transaction acceptance process to the time point when the ballot verification is completed, the person in charge who is authorized to view is connected to the data integrated management server 10 to monitor each deal. That is, when the monitoring request for the integrated data management server 10, as shown in Figure 8c, it is possible to monitor the details of the processing step for each deal.

Therefore, the data integration management server 10 is connected to complete the processing of any one of the deal step, and transmits the completion signal to the data integration management server 10 via the IB player terminal 2, the data integration The management server 10 stores the deal processing information and updates the work processing list information for each ID.

Then, the integrated data management server 10 determines whether the deal processing is finished. That is, in the case of the deal, the data integration management server 10 determines whether or not verification of the vote is completed.

If the ballot verification for the deal is completed, the data integration management server 10 updates the deal list information and ends the process for the deal.

11A illustrates a screen on which a tab screen for processing other tasks is output, and FIG. 11B illustrates a deal diary creation screen.

In addition, Figure 12a is the output of the post-management screen for the deal, through the screen, the owner, system administrator can activate the department and team query conditions to look up the information of all departments, in the case of the department manager Links by authority are provided to search the project name and detailed information of the internal documents.

FIG. 12B illustrates a case in which a deal drop list screen is output on the post-management screen of FIG. 12A, and similarly, restrictions for viewing authority levels are applied. FIG. 12C illustrates a screen output when the work progress status is clicked on the post-management screen of FIG. 12A.

Meanwhile, in the case of the integrated search, the screen as shown in FIG. 13 is output to perform the integrated search. In the case of deal review, when the tab in the initial screen is selected, the screen as shown in FIG. 14 is displayed in the IB deal player terminal 2. Will be displayed in the browser.

15A to 15F illustrate a state in which a payment information input screen of a beneficiary certificate or a credit related to a deal slip payment is output to the browser of the IB deal player terminal 2, and FIG. 15G illustrates a ticket confirmation registration screen. 15h shows the sign verification screen.

FIG. 6 is a flowchart illustrating a process for updating a business process list processed through a data integrated management system for supporting bank business according to an exemplary embodiment of the present invention.

First, the integrated data management server 10 provided in the integrated data management system for banking support according to an embodiment of the present invention updates the to do list assigned to each contact person according to the transaction processing step of each IB player As shown in FIG. 6, the update of the to do list in the integrated data management server 10 is performed.

In other words, the data integrated management server 10 from any one of the deal processing step (deal reception, deal inventory, deal slip, registration check registration, registration check verification step), from the IB player terminal (2) When receiving the deal processing completion signal of the step, the integrated data management server 10 stores the deal processing information, and deletes the deal information from the to do list associated with the ID of the person in charge.

In addition, the integrated data management server 10 extracts the corresponding job schedule information, extracts the ID of the next person in charge, and performs the process of adding the information of the deal to the to do list information associated with the next person in charge. .

Therefore, since the data integrated management server 10 automatically performs to do list management according to the work schedule of the deal, the person who has already performed a deal processing of any one step of the next person information to the data integrated management server 10 ), And the operation of handing over the work file can be omitted, which enables quick deal business processing.

Through this, the integrated data management system for banking support according to an embodiment of the present invention is a powerful self-control through automated transaction management and automatic transaction file delivery linked with login information, monitoring and review of the transaction information by permission It can minimize the risk of dealing and maximize work efficiency.

FIG. 7 is a flowchart illustrating an authority level management process processed through an integrated data management system for banking support according to an exemplary embodiment of the present invention.

First, the integrated data management system for banking business support according to an embodiment of the present invention can manage the viewing authority level for the deal file, mainly on the data integrated management server (10).

That is, the authority level for each department and the person in charge is set in the data integrated management server 10, and it is determined whether a reset signal of the authority level is received. At this time, the authority level setter is an operator of the server.

If the authority level reset signal is received, the integrated data management server 10 resets the authority level for each department and the person in charge, and registers the reset information.

On the other hand, if the reset signal of the authority level setting is not received, the integrated data management server 10 maintains a preset authority level, and which deal information search signal is received from the IB player terminal 2. To judge.

If the deal information search signal is received, the integrated data management server 10 extracts the viewing authority level information for each deal information, so that the authority of the information searcher, that is, the specific IB player, reads the deal information. Determine if this is a possible level.

If the level is viewable, the integrated data management server 10 transmits the transaction information to the corresponding IB player terminal (2) to output.

On the other hand, if the level of the information searcher is a level that can not be viewed, the integrated data management server 10 transmits only the business name information of the deal to the IB player terminal (2) and outputs.

On the other hand, the integrated data management system and method for supporting the banking service according to an embodiment of the present invention is not limited to the above embodiments, but various modifications are possible within the scope without departing from the technical gist.

1 is a schematic diagram showing a schematic configuration of a data integrated management system for banking support according to an embodiment of the present invention,

Figure 2 is a block diagram showing the configuration of the integrated data management server included in the integrated data management system for banking support according to an embodiment of the present invention,

3 is a block diagram illustrating a database structure built and managed in a data integrated management server of a data integrated management system for banking business support according to an embodiment of the present invention;

Figure 4a, 4b is a flow chart showing the signal flow of the integrated data management system for the banking support according to an embodiment of the present invention,

5 is a flowchart illustrating a deal processing process that is processed through a data integrated management system for supporting a banking business according to an embodiment of the present invention,

6 is a flowchart illustrating a process for updating a business process list processed through a data integrated management system for supporting bank business according to an embodiment of the present invention;

7 is a flowchart illustrating a privilege level management process processed through an integrated data management system for banking support according to an embodiment of the present invention;

8A to 15H are views illustrating output screens supported to an IB player terminal through a data integrated management system for supporting banking services according to an embodiment of the present invention.

* Description of the symbols for the main parts of the drawings *

2: IB deal player terminal, 4: Business processing API,

10: integrated data management server, 12: IB-BPM server,

30: Database.

Claims (21)

A plurality of IB player terminals 2 for accessing the integrated data management server 10 to the internal private network and handling the tasks from the receipt of the deal to the verification of the voting; Interworking and managing the task list for each IB deal player ID, extracting a deal file corresponding to the job processing signal from the IB player terminal 2, and exposing it to a browser, and processing in each IB player terminal 2 Including data integration management server 10 for updating the deal file data in the database (30), The data integrated management server 10 includes a data receiving unit for receiving authentication and file selection output signals and deal job data from the IB player terminal 2; A data transmitter for transmitting work file output data, deal task related process state data, and progress data for each deal to the IB player terminal 2; An authentication processing unit for receiving and authenticating ID and password data from the IB player terminal 2 and processing a viewing authority level of the user; From the IB player terminal 2, the process of controlling the process from the reception of the work to the final voting process is driven and controlled. And a control unit for performing monitoring permission level processing to control the progress and contents of the deal job to be monitored, and to control the extraction and update processing of the deal job file. A deal account processing processor for receiving the deal reception data from the IB player terminal 2 and automatically generating a deal unique number according to the deal reception order; a task schedule management processor that connects and sets a deal player for each department or team when accepting a deal, and links new deal information to a to do list of a person in charge; A file processing list management processor for managing a deal work file for each processing state of each deal; A deal file extraction processor which receives a work signal and a deal file selection signal from the IB player terminal 2 and performs a process for extracting a corresponding deal work file; A deal processing status management processor for real-time monitoring the processing status of the deal work file for each deal player and managing the deal file processing status information and deal file processing step information at the present time; Stores authentication information for each deal player, authority to view deal files by person in charge and department, deal file reception information, deal file processing information, deal slip processing information, and voting information. Integrated data management system for banking business support, characterized in that it comprises a database for storing the processing state information of the file. According to claim 1, The IB player terminal (2) automatically receives the access to the data integrated management server 10 and the individual To do list managed by ID in the integrated data management server 10 is automatically output Integrated data management system for banking business support, characterized in that the business processing API (4) is installed. According to claim 1, wherein the integrated data management server 10 performs the authentication process of each IB deal player therein, by interworking with the task list for each ID due to the authentication value, the file to perform the deal processing An IB-BPM server 12 for processing; Banking management support, characterized in that the DBMS (Database Management Server) (18) is provided to perform the extraction and update processing of the file for the deal DB (32) and deal slip DB (34) that stores the deal file Integrated Data Management System. According to claim 1, wherein the integrated data management server 10 performs the account processing for the deal reception information when accepting the deal, and receives the designated signal of the IB player to associate the To do list for each IB player ID by ID Integrated data management system for banking business support, characterized in that for performing the processing to store. According to claim 1, The integrated data management server 10 supports the real-time monitoring of the status of the work progress of each step of the deal processing according to the selection signal of the IB player terminal (2), and prepare and attach a diary for each deal Integrated data management system for banking support, characterized in that the processing to support. The method according to claim 1, wherein the integrated data management server 10 processes the drop processing of the deal according to the selection signal of the IB player terminal 2 in each step, and performs the process of separately managing the deal drop data. Integrated data management system for banking business support, characterized in that. The integrated data management server 10 of claim 1, wherein the data integrated management server 10 updates and processes the To do list information for each ID according to a step-wise deal processing completion signal from the IB player terminal 2, In the manager mode, receives the authority level setting signal for each department / person in charge and registers the table, and compares the ID transmitted from the IB player terminal 2 with the grade table to selectively control the view of the deal file according to the grade. Integrated data management system for supporting banking, characterized in that to perform the processing. 4. The IB-BPM server (12) according to claim 3, further comprising: an authentication processing unit (14) for performing authentication processing of each IB deal player therein; Integrated data management system for banking business support, characterized in that the file extraction unit 16 for extracting a file to perform a deal processing. 4. The extracting / update processing unit (20) according to claim 3, wherein the DBMS (18) processes file extraction and update therein to perform file management for the deal DB (32) and the deal slip DB (34). Integrated data management system for supporting banking, characterized in that the provided. According to claim 1, wherein the database 30 is configured to further include a credit / investment ledger DB 72, the authentication management DB 76, the credit / investment ledger DB 72 therein A credit / investment ledger table 74 in which deal processing cumulative information and credit / investment information are recorded is provided, and the certification management DB 76 has authentication information and a department / team / dealer-specific deal file viewing authority level therein. A user information history table 78 in which information is recorded; Integrated data management system for banking business support, characterized in that the department management table 80 records the department management information for each deal. delete 4. The system of claim 3, wherein the deal DB (32) comprises: a master table (62) in which deal receipt information, IB related account information, and to do list information for each contact ID are recorded therein; a receipt processing history table 64 recording receipt information, deal detail information, and deal account information for each deal, and an INVENTORY history table 66 for storing deal account information for deal inventory processing information and processing status information; CLOSING history table 68 records the deal closing processing information for each of the deal account information, and the deal slip DB 34 includes a plurality of records in which the deal slip processing information and the person in charge are linked with the deal account information. Data integrated management system for banking support, characterized in that the slip history table of the type 70 is included. A first step in which the integrated data management server 10 determines whether the transaction reception data is received from the IB player terminal 2; A second step of the data integration management server 10 receiving the deal information and assigning a unique number to the deal to perform a deal account processing; A third step in which the integrated data management server 10 determines, for the deal, whether a designated person designated signal for each deal is received from one IB player terminal 2; Receiving a designated person signal, the integrated data management server 10 performs a fourth step of linking and registering newly received deal information in a to do list associated with the ID of each person in a deal step; A fifth step of the integrated data management server 10 determining whether login information is received from the IB player terminal 2; A sixth step of the integrated data management server 10 extracting to do list information associated with the corresponding ID according to the corresponding ID information and transmitting the extracted to do list information to the IB player terminal 2; A seventh step of the data integrated management server 10 determining whether a specific deal information selection signal is received from the IB player terminal 2; An eighth step of the integrated data management server 10 extracting the deal file from the database 30 and transmitting the deal file to the IB player terminal 2 to output a work; A ninth step of updating in real time data processed by the transaction from the IB player terminal 2; A tenth step of the data integration management server 10 determining whether a completion signal for each step of a specific deal processing is received; An eleventh process of the integrated data management server 10 storing the deal processing information and updating the work processing list information for each ID; A twelfth step of determining, by the data integrated management server 10, whether the corresponding transaction processing is finished; The integrated data management server 10 includes a thirteenth process of updating the corresponding deal list information and ending the processing of the corresponding deal. 15. The method of claim 13, wherein the first process includes a process in which the IB player terminal 2 accesses the integrated data management server 10 through a business processing API installed therein. Integrated Data Management Method. The method of claim 13, wherein between the seventh process and the eighth process, Determining, by the integrated data management server 10, the processing status of the deal information; Determining, by the data integrated management server 10, whether the corresponding deal is a stepwise processed deal; If the operation of the deal file is not possible due to monitoring or deal review through the other IB player terminal (2), further comprising the step of outputting the information during the transaction processing to the corresponding IB player terminal (2) Integrated data management method for banking support. The method of claim 13, wherein the deal operation processed through the ninth process is performed. The integrated data management method for bank business support, comprising a process of accepting a deal, dealing with a number of deal inventory, deal closing, deal slip payment, and registering and confirming a check. 15. The method of claim 13, wherein the eleventh step comprises: the data integrated management server 10 storing the deal processing information and deleting the deal information from the to do list associated with the ID of the person in charge; Integrated data management for bank business support, characterized in that the process of extracting the corresponding business schedule information, extracting the ID of the next person in charge, and adding the information of the deal to the to do list information associated with the next person in charge Way. The method of claim 13, wherein any one of the first to 13 processes, Determining, by the data integrated management server 10, whether a reset signal of an authority level for each department and a person in charge is received; The data integrated management server 10 resetting the authority level for each department and the person in charge, and registering the reset information; Determining whether a deal information search signal is received from any one of the IB player terminals; The data integration management server 10 determining whether the level of the corresponding transaction information is viewable according to the viewing authority level information for the corresponding transaction information; The integrated data management method for banking business support, characterized in that further comprising the step of selectively transmitting the deal name or details according to the availability of the IB player terminal (2). The method of claim 16, wherein the deal receiving step and the plurality of deal inventory processing steps may perform drop processing on a specific deal during the processing, and the integrated data management server 10 separately manages the dropped deal information. Integrated data management method for banking business support, characterized in that. 17. The integrated data management according to claim 16, wherein the deal slip processing generates a reprocessing request signal and transmits the reprocessing request signal to the IB player terminal 2 in the previous step to perform the reprocessing. Integrated data management method for supporting banking services, characterized in that the server 10 processes. 17. The method of claim 16, wherein in all processing steps from the transaction acceptance process to the time point when the ballot verification is completed, the data integrated management server 10 is connected to enable monitoring of each deal. Integrated data management method for banking support.

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