KR101848995B1 - Management system for counseling of financial - Google Patents

Abstract

More particularly, the present invention relates to a financial counseling management system, and more particularly, to a financial counseling management system for managing a financial counseling management system It is an object of the present invention to provide a financial counseling management system capable of selecting a staff member who has a specialized qualification for financial affairs and processing a financial affairs by retrieving information and providing the retrieved employee information to the customer's client terminal.

Description

Management system for counseling of financial

The present invention relates to a financial counseling management system.

A customer using a financial institution such as a bank usually designates a main bank that he / she trades mainly and deals with financial affairs. The reason why the customer designates the main bank to handle the financial affairs is because the financial business required for each customer is different, and therefore the customer needs different financial business ability for each customer, and the current financial business is processed based on the history of the past financial business This is because employees are required to accurately understand the customer's current financial condition.

For these reasons, banks and employees who have been trading for a long time have been conveniently handling their financial affairs by selecting them as the main banks and staff members.

If you want to change your home bank due to various needs, you have to visit the bank directly, but you have to wait a long time until your turn to pick up a number, but you have the trouble to process your financial affairs.

In addition, there is a problem that it is not possible to provide professional financial services to customers because it is impossible to know how well the employees' business ability to wait for a long time to perform their financial affairs is appropriate to the financial business to be processed by the customer.

According to the present invention, employee information of an employee capable of financial consultation with a customer is searched out based on at least one of customer location information and desired consulting work information of a customer who has applied for financial consultation, The present invention provides a financial counseling management system that enables a customer to select a staff member having a specialized qualification for financial business and process the financial affairs.

In addition, the present invention provides employee information searched by a customer terminal and provides customer information of a customer who has applied for financial counseling to an employee terminal, so that the customer and the employee apply and approve financial counseling using the customer terminal and the employee terminal, respectively, And to provide a financial counseling management system capable of conducting financial counseling without having to wait for a long time after visiting a bank or visiting a bank by adjusting a consultation schedule.

The objects of the present invention are not limited to the above-mentioned objects, and other objects and advantages of the present invention which are not mentioned can be understood by the following description and more clearly understood by the embodiments of the present invention. It will also be readily apparent that the objects and advantages of the invention may be realized and attained by means of the instrumentalities and combinations particularly pointed out in the appended claims.

In order to achieve the above object, a financial counseling management system according to an embodiment of the present invention is a financial counseling management system for financially consulting a client from employee information of an employee based on at least one of customer location information and desired counseling duty information of a customer who applied for the financial counseling. A retrieval section for retrieving the employee information of the possible staff, an employee information providing section for providing the retrieved employee information to the customer terminal of the customer, and an employee terminal of the employee to whom the financial consultation is applied when the consultation request signal is received from the customer terminal And a result information providing unit for providing the consultation application result information to the customer terminal in response to the customer information providing unit for providing information and the consultation approval information received from the staff terminal.

In one embodiment, the retrieval unit can retrieve employee information of an employee who is available for financial consultation with a customer based on whether the position information of the employee is located within a predetermined distance from the customer position information.

In one embodiment, the search unit may retrieve employee information of an employee who is available for financial consultation with a customer based on whether the desired consulting job and the employee's consulting job information are the same.

In one embodiment, the employee information may include one or more of employee position information, counseling task information, credential information, counseling availability information, and employee personnel information.

In one embodiment, the search unit may retrieve employee information of an employee who is available for financial consultation when an employee search request signal is received from the customer terminal.

In one embodiment, the employee information providing unit may provide the employee location information included in the retrieved employee information to the customer terminal.

In one embodiment, when the employee information request signal is received from the customer terminal, the employee information providing unit may transmit at least one of the consultation job information, the certification information, and the personnel information among the information included in the employee information to the customer terminal.

In one embodiment, the financial counseling management system may further include a state changing unit for changing counseling availability information in response to counseling approval information received from an employee terminal.

In one embodiment, the customer information may include at least one of customer basic information, customer account information, customer receipt amount information, and customer credit amount information.

According to the present invention as described above, the employee information of an employee who can provide financial consultation with a customer is searched from the employee information of the employee based on at least one of the customer location information and the desired consulting work information of the customer who applied for the financial consultation, By providing the information to the customer's terminal, there is an effect that the customer can select the employee having the specialized qualification of the financial business to process the financial business.

In addition, according to the present invention, by providing employee information searched by a customer terminal and providing customer information of a customer who has applied for financial counseling to the employee terminal, the customer and the employee apply and approve financial counseling using the customer terminal and the employee terminal, respectively , The consultation schedule can be adjusted so that the customer can conduct financial consultation without visiting the bank or waiting for a long time after visiting.

1 illustrates a connection structure between a financial counseling management system, a customer terminal, and a staff terminal in an embodiment of the present invention.
2 is a diagram showing a specific configuration of a financial counseling management system according to an embodiment of the present invention.
3 to 5 are diagrams illustrating a screen of a customer terminal for explaining a process of searching for employee information by the financial counseling management system according to an embodiment of the present invention.
6 is a view illustrating a screen of a customer terminal for explaining a process of providing financial information to a customer terminal and applying for financial counseling according to an embodiment of the present invention.
FIG. 7 is a view illustrating a screen of a customer terminal for explaining a process in which a financial counseling management system according to an embodiment of the present invention receives counseling type information from a client terminal; FIG.
8 and 9 are diagrams showing screens displayed on a customer terminal and an employee terminal after a customer's consultation request.
10 is a view showing a screen of an employee terminal displaying customer information;
11 is a view showing a screen of an employee terminal for inputting a consultation reply to a consultation request signal;
12 is a view showing a screen of an employee terminal for changing consultation availability information;

The above and other objects, features, and advantages of the present invention will become more apparent by describing in detail exemplary embodiments thereof with reference to the attached drawings, which are not intended to limit the scope of the present invention. In the following description, well-known functions or constructions are not described in detail since they would obscure the invention in unnecessary detail. Hereinafter, preferred embodiments of the present invention will be described in detail with reference to the accompanying drawings. In the drawings, the same reference numerals are used to denote the same or similar elements.

1 is a diagram showing a connection structure between a financial counseling management system 100, a customer terminal 200 and an employee terminal 300 according to an embodiment of the present invention.

Referring to FIG. 1, the financial counseling management system 100 may be a server for managing a financial counseling application from a client of a financial company to an employee of a financial institution.

On the other hand, the customer terminal 200 may be a terminal for inputting information for requesting financial counseling from a customer or displaying information, and the employee terminal 300 may receive information from an employee to perform the financial counseling application, As shown in FIG.

To this end, a customer application provided from a financial company is installed in the customer terminal 200, and information for requesting financial consultation can be input or displayed using a customer application installed.

In addition, an employee application provided from a financial company is installed in the employee terminal 300, and employee information can be inputted or information can be displayed in order to conduct the financial consultation using the installed employee application.

Here, the customer terminal 200 and the employee terminal 300 may be a personal computer, a smart phone, a personal digital assistant (PDA), a tablet computer, a personal computer (PC) It can be one or more of the computers.

2 is a diagram showing a specific configuration of the financial counseling management system 100 according to an embodiment of the present invention.

2, a financial counseling management system 100 according to an embodiment of the present invention includes an employee information database 110, a search unit 120, an employee information providing unit 130, a customer information providing unit 140 And a state change unit 150. [0030] FIG.

The employee information database 100 stores the employee information for each employee of the financial company, and updates and stores the employee information when the employee information is changed.

Here, the employee information may include at least one of employee position information, counseling task information, certification information, counseling availability information, and employee personnel information.

More specifically, the employee location information may be location information obtained from the location information acquisition module of the employee terminal 300 used by the employee. Counseling job information can be a kind of job that can be consulted with the customer as the job performed by the corresponding employee. The credential information may be of a type of certification related to the financial affairs held by the employee. The consultability information may be information indicating whether the employee can perform financial consultation with the current customer. Employee personnel information can be basic information of the employees of a financial institution such as the name, contact and affiliation of the employee.

The search unit 120 may search for employee information at the request of the customer terminal 200 among the employee information of the employee.

More specifically, when the employee search request signal including at least one of the customer location information and the desired consulting service information is received from the customer terminal 200, the searching unit 120 searches the customer location information and the desired consulting service information based on at least one of the customer location information and the desired consulting service information And retrieve employee information of the customer and the employee who can provide the financial consultation.

Here, the customer location information may be location information obtained from the location information acquisition module of the customer terminal 200 used by the customer, or the administrative area information of the area where the customer desires to search for the employee.

In addition, the desired counseling task information may be information about a task that the customer desires to receive financial counseling.

The retrieval unit 120 may retrieve employee information of an employee who is available for financial consultation with the customer based on whether the employee position information is located within a predetermined distance from the customer position information.

For example, the search unit 120 may determine employees of corresponding employee information of the employee location information that are located within a predetermined distance from the customer location information as employees who can make financial consultations with the customer.

In addition, the retrieval unit 120 can retrieve employee information of an employee who can provide financial consultation with a customer based on whether the desired consulting business and consulting business information are the same.

For example, if the desired counseling task information is the same as the desired counseling task information, or if the desired counseling task information is included in the counseling task information, the search unit 120 may determine that the employee of the corresponding employee information is an employee capable of financial consultation with the customer have.

That is, the search unit 120 may include employee location information located within a predetermined distance from the customer location information among the employee information, or may include the same consultation job information as the desired consultation job information among the employee information, It can be judged as an employee capable of financial consultation.

At this time, if the desired consulting work information is not included in the employee search request signal, the searching unit 120 may search for employee information of an employee who can provide financial consultation with the customer based only on the customer location information.

The employee information providing unit 130 may provide the searched employee information to the customer terminal 200. At this time, the employee information providing unit 130 may provide at least one of the retrieved employee information to the customer terminal 200. [

That is, the employee information providing unit 130 may provide one or more of the information included in the employee information searched corresponding to the signal received from the customer terminal 200 to the customer terminal 200.

More specifically, when the employee search request signal is received, the employee information providing unit 130 may provide the employee location information to the client terminal 200 among the information included in the searched employee information.

In the specification of the present invention, providing information to the customer terminal 200 or the employee terminal 300 means that the requested information is searched and extracted and transmitted to the customer terminal 200 or the employee terminal 300 using the communication module . ≪ / RTI >

3 to 5 are diagrams illustrating a screen of a customer terminal 200 for explaining a process of searching for employee information by the financial counseling management system 100 according to an embodiment of the present invention.

3, the customer terminal 200 selects the current location information input button 1 from the customer and receives the location information acquired from the location information acquisition module of the customer terminal 200 as the customer location information have.

In addition, the customer terminal 200 may receive the administrative area information input button 2 from the customer and input the administrative area information of the area to search for the employee as the customer location information.

As a result, the customer terminal 200 can display on the screen the staff location information A, B located within a predetermined distance R from the customer location information.

4, the customer terminal 200 selects the customer type information input button 3 and the desired counseling task information input button 4 from the customer and receives the request-corresponding business information that the customer desires to consult have.

As a result, the customer terminal 200 can receive, from the employee information providing unit 130, the employee position information of the employee information including the same consulting job information as the desired consulting job information. 5, the customer terminal 200 receives the position information A of the employee information, which is located within the predetermined distance R from the customer location information and includes the same consultation work information as the desired consultation work information, Can be displayed on the screen.

When the employee information request signal is received from the customer terminal 200, the employee information providing unit 130 transmits at least one of the consultation job information, the certification information, and the personnel information among the information included in the employee information to the customer terminal 200, .

More specifically, the customer terminal 200 receives the employee position information of the employee who wants to request detailed employee information from the employee position information of the employee information searched from the search unit 120, To the providing unit 130.

Accordingly, the employee information providing unit 130 can transmit at least one of the counseling task information, the credential information, and the staff personnel information among the employee information of the employee to the customer terminal 200.

6 illustrates a screen of a customer terminal 200 for explaining a process of providing the employee information to the customer terminal 200 and applying for financial counseling according to an embodiment of the present invention FIG.

6, the customer terminal 200 inputs employee position information C1 of an employee who wants to request detailed employee information among the employee position information A of the employee information searched from the search unit 120 Can receive.

Accordingly, the employee information providing unit 130 delivers the consultation job information of the employee, the certification information and the personnel information to the customer terminal 200, and the customer terminal 200 transmits the consultation job information, the certification information, The personnel information can be displayed on the screen and provided to the customer.

FIG. 7 is a diagram illustrating a screen of a customer terminal 200 for explaining a process in which the financial counseling management system 100 according to an embodiment of the present invention receives counseling type information from a client terminal 200. Referring to FIG.

7, when the customer terminal 200 selects the consultation application button 7 from the customer, the photograph 8 of the employee is displayed and the consultation type information input buttons 9, 10 and 11 are used And can receive any one of the call consultation (9), the text consultation (10) and the visiting consultation (11).

8 and 9 are views showing screens displayed on the customer terminal 200 and the staff terminal 300 after a customer's consultation request.

Thereafter, as shown in FIG. 8, the customer terminal 200 can display a consultation application completion message on the screen that indicates to the customer that the application for tax consultation is completed to the employee.

In addition, when the financial counseling management system 100 receives a consultation request signal from the client terminal 200, the financial consultation management system 100 can transmit a consultation request signal to the staff terminal 300 of the corresponding employee.

At this time, the customer information providing unit 140 may provide the customer information of the customer who requested the consultation to the employee, to the employee terminal 300. Here, the customer information may include at least one of customer basic information, customer account information, customer receiving amount information, and customer credit amount information.

On the other hand, the employee terminal 300, when receiving the consultation request signal, can display the consultation request notification informing that the consultation is requested from the customer and the customer information received together with the consultation request signal, as shown in FIG. Here, the customer information displayed together with the consultation request notification may be the name of the customer and the contact of the customer.

10 is a diagram showing a screen of the staff terminal 200 displaying customer information.

As described above, the customer information providing unit 140 provides the customer information of the customer who requested the consultation to the employee terminal 300. After the consultation request notification, the staff terminal 300 provides the customer information Information 14, customer account information 15, customer receipt amount information 16 and customer credit amount information 17 can be displayed.

11 is a view showing a screen of the staff terminal 200 for inputting a consultation reply to the consultation request signal.

Thereafter, the employee terminal 300 uses the consultation type information input buttons 18, 19, and 20 and the consultation disabled message input button 21 to perform the call consultation 18, the text consultation 19, and the visit consultation 20 Either one of them can be input or the consultation disabled message input button 21 can be inputted.

Through this, the employee can conduct financial consultation with a customer through a telephone counseling or a text consultation at a remote place, or can make a financial consultation through visiting consultation by mutually agreeing schedules.

When the employee terminal 300 receives the approval or disapproval of the consultation request from the employee, the consultation approval information may be transmitted to the financial counseling management system 100 according to the input result.

Thereafter, the state change unit 150 may change the consultation availability information included in the employee information in response to the consultation approval information. Accordingly, when the customer search request signal is received from the customer terminal 200, the search unit 120 performs search only for the employees who can be consulted, and does not search for employees who can not be consulted .

12 is a diagram showing a screen of the employee terminal 300 for changing the consultation availability information.

The employee terminal 300 can receive whether or not the current employee can consult from the employee using the consultable input button 23 or the consultable input button 24 and can transmit the input to the state changing unit 150. [

The state change unit 150 can change the above-described consultation availability information in response to whether or not consultation entered from an employee is possible.

That is, the state change unit 150 can change the consultability information included in the employee information in accordance with whether the consultation of the employee is approved for the consultation request signal or whether the consultation entered by the employee directly into the employee terminal 300 .

In this case, when the employee accepts the consultation requested by the customer or inputs the information to the employee terminal 300 that the employee can not directly consult, the state change unit 150 may obtain the consultation availability information included in the employee information of the employee It can be changed to not consult.

While the present invention has been described in connection with what is presently considered to be practical exemplary embodiments, it is to be understood that the invention is not limited to the disclosed embodiments, but, on the contrary, But the present invention is not limited thereto.

Claims (8)

A financial counseling management system for managing financial counseling between a customer and an employee of a financial institution,
Whether or not the location information of the employee is located within a preset distance from the customer location information of the customer, whether or not the consulting work of the employee is the same as the desired consulting work information of the customer, A retrieval unit for retrieving employee information of an employee who can provide financial consultation with the customer among the employees based on the consultation availability information;
An employee information providing unit for providing the searched employee information to the customer terminal of the customer;
A customer information providing unit for providing the customer information of the customer to the employee terminal of the selected employee when a consultation request signal including employee information of the employee selected by the customer is received from the customer terminal, And
A consultation acceptance information including consultation type information on the consultation type selected by the selected employee from among the call counseling, the text consultation, and the visit consultation from the employee terminal, receives the consultation approval information corresponding to the received consultation approval information, And a result information providing unit for providing the information to the customer terminal.

delete delete The method according to claim 1,
The employee information
Wherein the financial consultation management system comprises at least one of the employee position information, the consultation work information, the certification information, the consultability information, and the personnel information.
5. The method of claim 4,
The search unit
When an employee search request signal is received from the customer terminal, searching for employee information of the employee capable of financial consultation,
The employee information providing unit
And providing the employee location information included in the retrieved employee information to the customer terminal.
5. The method of claim 4,
The employee information providing unit
When the employee information request signal is received from the customer terminal, transmits at least one of the consultation work information, the certification information, and the personnel information among the information included in the employee information to the customer terminal.
5. The method of claim 4,
And a status change unit for changing the consultation availability information in response to the consultation approval information received from the employee terminal
Including more financial counseling management system.
The method according to claim 1,
The customer information
A financial account management system including at least one of customer basic information, customer account information, customer receipt amount information, and customer credit amount information.

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