KR20010099511A - Develop system of financial business workflow integration and integration channel workflow on web - Google Patents

Abstract

The present invention can be configured as a component of an enterprise-wide financial workflow by plugging and plugging and distributing conventionally dispersed applications and integrating web-based integrated channel operations (tele, CRM, When the system is developed only by the intuitive modeling, it is related to a web-based integrated channel business and enterprise financial business development system that is automatically integrated into the EAI of the present invention and constitutes an element of the enterprise financial workflow. The present invention is a parameter-driven high-level RAD tool for the development of the integrated channel business of the financial sector, and it is possible to develop the integrated channel business only by business modeling in an intuitive and easy GUI environment without the need of other development tools such as HTML, Java, and EJB. Integrated channel business development program (10); An application integration development program 20 for developing an application adapter for converting existing applications to the EAI, and conversion of data and messages; A workflow integration program 30 that models enterprise-wide workflows, commonly referred to as business processes; It is composed of EP (Enterprise Portal) development program 40 to generate web portal pages that optimize C / S applications, web applications, various in-house information, documents, and management information for each individual or group. .

Description

Web-based integrated channel business and enterprise financial business development system {DEVELOP SYSTEM OF FINANCIAL BUSINESS WORKFLOW INTEGRATION AND INTEGRATION CHANNEL WORKFLOW ON WEB}

The present invention relates to a web-based integrated channel business and enterprise-wide financial business development system, and more specifically, to plug and play by distributing (distributing) components of a conventionally dispersed application. It can be configured as a single element, and if a web-based integrated channel business (tele, CRM, loan, etc.) system is developed by intuitive modeling only, it is automatically integrated into the enterprise application integration (EAI) of the present invention and is a company-wide financial work. The present invention relates to a web-based integrated channel business and company-wide financial business development system.

The current financial business environment is changing rapidly, diverse channels and customer needs are increasing, and the barriers between financial sectors are disappearing. Therefore, the financial business system requires that all business activities within financial institutions, such as customer response / customer relationship management, risk / revenue management, product development / marketing, management strategy / decision-making, be integrated organically for the leading financial business. The need for integration has been recognized (see FIG. 1).

However, the conventional financial business integration has been developed and maintained by scattering the work within the company, and therefore, mutual compatibility and standards have not been secured, and another separate effort is required to solve this problem. There is a problem that a lot of cost, manpower, and time are invested in establishing a computerized environment according to the work procedures, and in particular, more effort is required for maintenance.

For example, in the loan system, for example, the existing loan system requires a point-to-point development effort in order to group the scattered unit operations throughout the enterprise, and the teller, which is a unit service constituting the loan system. In order to connect the loan processing business, CSS system, payment system, and bill processing, a separate system that integrates each system must be configured. However, the system developed in this way has a very slow and limited problem of immediate modification or response when the business strategy is changed from an enterprise perspective.

In addition, the channel service operated in the conventional client / server (C / S) environment includes the financial accounting business that handles the main business such as deposit and withdrawal, transfer / document processing, journaling / tense, and customer consulting / information and sales / marketing automation. It can be divided into the customer relationship management task that handles the task and other information tasks (the existing information system task).

However, since such a conventional channel work area operates in a C / S environment, much effort has been required to install and maintain these work environments. For example, a business program for deposit and withdrawal, a work program for viewing customer information, a customer counseling program, an information inquiry program, etc., is dealt with by one customer, and so many programs are installed on all operator PCs (terminals). When these programs were needed, they had to start anew and move through several screens.

Therefore, in the modern financial environment where the customer channel is diversified and the customer needs customized service, such a slow work process and distributed business programs are not possible to respond quickly, and to maintain it, it is installed on all distributed PCs. There is an uncomfortable problem that must go through the process of modification, modification, etc., and the necessity of web-based integrated channel work is emerging to solve this problem.

Accordingly, the present invention is to solve the above-mentioned conventional problems, the object of which is to plug and play the existing scattered applications as a component of the enterprise-wide financial workflow. In addition, if a web-based integrated channel business (tele, CRM, loan, etc.) system is developed by intuitive modeling only, it is automatically integrated into the enterprise application integration (EAI) of the present invention and is a part of the enterprise-wide financial workflow. To provide a web-based integrated channel business and company-wide financial business development system to be composed of the elements.

1 is a view showing a comparison between the concept of the integrated financial development environment and the conventional financial business development environment.

2 and 3 is a block diagram showing a business architecture and a solution architecture to which the present invention is applied.

Figure 4 is a block diagram of a S / W program showing a web-based integrated channel business and enterprise-wide financial business development system according to the present invention.

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

10: Integrated Channel Business Development Program

20: Application Integration Development Program

30: Workflow Integration Program

40: EP Development Program

Features of the web-based integrated channel business and enterprise-wide financial business development system according to the present invention for achieving the above object,

Web-based financial front for financial backbone operations such as deposit and withdrawal, transaction processing, journaling / tense, customer relations management such as customer counseling / information, sales / marketing automation, and other informational tasks. Developed as a front office package, it is a meta file in XML / HTML / Text format that is stored in an integrated RDBMS table so that it can be reused, modified, and connected and operated in an integrated channel business system. and; Development of custom adapter and configuration of unit task consisting of reuse and integration function of existing unit task that integrates existing application to web based by plug and play method by connecting data type of various web and C / S applications. Steps; Activity abstraction with roles (persons / agents), actual tasks (components / applications), and attribute information, creating workflow charts for activities and subprocesses, sequential routing, parallel routing, or The business process development and application stages that set routing in the conditional routing method and apply the engine by matching the actual organization model and role (by individual, group, etc.), The worklist is integrated in the EP (Enterprise Potal) of the person in charge, and the worklist is displayed on the EP through possible ways such as mandatory and conditional display, and new activities (EP, instance messaging, email, mobile) Web-based user workplace setup stage that delivers, and real-time message / data transformation and events according to predefined Messaging Rule. Data Transformation process of real-time transformation of XML message) is performed first, and according to routing options such as Multi-Casting, UniCasting, Broad-Casting, Conditional Routing or Time Option routing, Channel <-> BackOffice, BackOffice <- > Channel, Channel <-> BackBone (Mainframe / RDBMS), Channel <-> Channel, Enterprise <-> Enterprise performs data routing.Integration Engine, Transaction, Process Runtime Engine of Processes and MiddleWare The business process execution stage, and the monitoring function for managers and managers to monitor company-wide, departmental, task, and individual work progress, identify the improvement direction of the current process, and identify the cause of problems when they occur. Auditing analysis of process, EP access statistics and providing reports, statistics, etc. of company-wide, departmental, task-specific, and individual task performance results. Information management) comprises a step-by-step management, analysis of the enterprise workflow consisting of (S500).

Hereinafter, exemplary embodiments of the present invention will be described with reference to the accompanying drawings.

2 and 3 is a block diagram showing a business architecture and a solution architecture to which the present invention is applied.

In addition, Figure 4 is a block diagram of a software program showing a web-based integrated channel and enterprise-wide financial development system according to the present invention.

As shown in FIG. 4, the present invention includes an integrated channel business development program 10, an application integrated development program 20, a workflow integration program 30, and an EP development program 40.

Integrated channel business development program (10) is a parameter-driven high-level rapid application development (RAD) tool for the development of integrated channel business in the financial sector, and is an intuitive and easy GUI environment without the need for other development tools such as HTML, Java, and EJB. Integrated channel business can be developed only by business modeling.

This program (10) is a financial term accounting business such as basic deposit and withdrawal transaction-related tasks (transmission and reception, etc.), various financial device control, journaling / tense total function and other tasks such as book / slip processing, sales office, Internet / mobile, etc. Customer relationship management such as customer counseling, loan, marketing automation and sales automation, and other informational tasks such as audit information, branch management information, credit management, and other front office informational tasks. ) As the task to be developed.

Looking at the main functions of the program 10, it creates a series of processes to create a single account transaction, transaction information, each event generated during the process, host communication data format, document form format, menu bar, status bar, etc. Defining a Transaction Wizard function; A WorkFlow Wizard function linked to and moved to WorkFlow; A screen wizard function for creating a new screen through two steps, selecting a layout to be created and working through a screen author, and creating a screen having one or two or more frames according to the layout; A Document Form Designer function for defining a form to be output through a passbook printer or a general purpose printer; A Host Comm Datamap Designer function for defining a communication data format with each host; An Object Browser function for managing all objects by searching, modifying, deleting or cross-referenced functions, and directly moving to each object author or a screen in which each object is used through a cross-reference function; Each object is created and the created object is stored in the database for reuse, and consists of the Object Author function that is easily managed through the Object Browser.

The Object Author function; Field Author to create a Field Object; Help Author to create a Help Object; Combo Author to create a Combo Field Object; Menu Bar Author to create top menu and set left menu to be linked when menu is selected; Tree Menu Bar Author that creates left menu and defines the function or screen to work when selecting menu; Status Bar Author at the bottom of the screen, and supports a variety of text and images Status Bar Author; DB Field Author to create Database Connection Field Object; Database Connection DB Combo to Create Combo Filed Object Author; DB List Author to create Database Connection Field Object; It is composed of DB Grid Author that creates Databae connection Grid Object.

Therefore, the integrated channel business development program 10 according to the present invention provides various objects based on the web, guarantees standard compatibility, provides intuitive and easy-to-use functions such as Wizard and Help, and provides various screen frames and web browsers. It can be expressed in the same way as Frame.

The application integration development program 20 is a tool for developing an application adapter, data and message conversion for connecting existing applications to the EAI. Target tasks for development include Custom Adapter development, message, and data type Link.

Looking at the main functions of the program 20, In-House application developed in-house, Custom Adapter development function that can develop an adapter for connecting a variety of other applications with the iGate Series; It consists of rule setting to send input data of activities to target, standard SQL generation conversion function, message providing GUI development environment, and data type link function.

Therefore, we provide adapter development tool optimized for financial business and data / message conversion tool of GUI method.

The workflow integration program (30) is an application that models enterprise-wide workflows, commonly referred to as business processes. The task analyst executes the business process modeler portion of the program 30, thereby automating the work process and task connection of various applications in the company by simply generating an intuitive flowchart. The units of work that make up these business processes are individual applications or business transactions, all of which are componentized and integrated into the business process. And by defining access authority and role of user / group of such process, it implements business process at enterprise level. This process is stored in XML / TEXT format in InterChannel system DBMS table as a meta file and processed through the platform when the process is executed in the field. Tasks to be developed in the program 30 are applied to enterprise-wide financial workflow modeling, enterprise-wide application integration, enterprise-wide user / role setting, and access policy setting.

Therefore, the program 30 implements a company-wide workflow through componentization of all activities, enables intuitive and easy modeling using a GUI environment, and reuses and finances by creating a template of XML / Text type. Provides various workflow templates specific to this.

Looking at the main functions of the program 30, Activity Import function, including the channel activity Transaction Activity import, Web / EJB component, C ++ component, the general application import into XML; An activity abstraction function composed of a set of attached documents, a due date, a description of a job, a reason for withdrawal, etc. as a pop-up screen, and other attribute information setting functions to be sent to a worklist of a field staff; Chart Object function which consists of Start, Branch, End, Event, Activity Wrapper, and Free Directory Access, Drag & Drop, Placement and Property setting of these objects; A WorkFlow Chart function consisting of a connection between objects using a connection arrow object, and an object connection function that basically connects an application call and an event listener with XML; Routing Tab in the property window of the object on the chart can be assigned a variety of routing, through this Routing function that can Broad-Casting, Multi-Casting messages to related departments, groups, channel servers, various channels; It is possible to connect the role of the organizational chart file and the activity within the company, through which the user / Role function that can maintain a consistent role attribute even if the person in charge changes; Saved WorkFlow Chart is XML / TEXT type metafile and stored in iDev's RDBMS table. The WorkFlow Chart metafile consists of template file saving and recycling function to enable various recycling.

In the case of a general website, users of an intranet / extranet in an enterprise start an in-house business through an enterprise portal (EP), just as users start a search or personal information management using a portal site such as Yahoo. .

That is, the EP (Enterprise Portal) development program 40 generates a web portal page that optimizes C / S applications, web applications, various in-house information, documents, management information, etc. for each individual or group. . In addition, the portal site created in this way is combined with the SSO (Single Sign On) function, which allows users to use the login process for various applications without having to re-login at once.

The development target tasks of the EP (Enterprise Portal) development program 40 are the implementation of a web-based Enterprise WorkPortal and single-sign-on.

In addition, its main functions include dynamic configuration of WorkFlow's various work elements, various in-house applications, EJB components, embedded XML elements, general websites such as PIMS (Personal Information Management System) Yahoo, and Freecell. An implementation function of a web-based Enterprise WorkPortal that consistently integrates and accesses all in-house systems in an EP of a web browser; Various applications such as web and C / S can be authenticated with the first login.Intranet / general website / desktop applications (eg WS-FTP) C / S applications such as GroupWare, ERP and SSO It supports various login options, can be integrated with smart / IC card / other various authentication methods, and consists of single-sign-on function that integrates Sign-On and Windows / Unix login at the PC boot stage.

Therefore, integrated application of web, C / S, etc. can be implemented in one screen, work portal and single sign-on can be developed and integrated, and Worklist developed in WorkFlow can be expressed in EP.

According to the present invention, each unit task may be componentized to participate in an enterprise-wide workflow, and the component units may be immediately applied enterprise-wide through relocation and change on the screen. In addition, you can easily create a company-wide workflow by simply operating the mouse and entering simple information on the workflow chart screen, and you can easily set roles, responsibilities, and permissions for each task, enabling intuitive and easy workflow development and application. Do. In addition, the present invention can quickly develop and componentize new channel services, and provide innovative functions to operate as parts of EAI as soon as the financial integrated channel services are rapidly developed in an intuitive GUI form. In addition, it is a function that supports the channel business development and integration of existing business for the first time. When developing a new channel business, the self-development should be developed through a series of processes such as business analysis, development planning, manpower composition, and development. In the case of package mapping, there were many problems because of the limitations and dependencies of customization. In addition, in the case of the existing enterprise-wide workflow integration, in order to integrate the channel business system developed in this way, a separate EAI solution has to be established and a complicated process for connecting is required. Therefore, it was very difficult and difficult to connect with EAI (adapter development, data mapping, etc.). However, the present invention can implement a standard channel business environment of finance with easy and simple configuration only, and the integrated channel business environment thus developed can be applied to the InterChannel EAI as a part of automatic integration and enterprise-wide workflow without any additional process.

The present invention provides the first web-based integrated channel work environment development. Each channel-specific work system developed through the present invention operates on a web basis. Web-based business systems and customer relations that are handled at branch offices, the Internet, mobile devices, and automation devices all operate on the web. In addition, business data of each of these channels are integrated and processed by the web-based channel server. Through this, transaction information, customer relationship management data, and log analysis can be processed, stored, and analyzed consistently and integrally. Therefore, this web-based system can realize flexible availability in various channels, cost reduction of maintenance, and integrated customer relationship management. The domain of integrated channel services supports all major customer channels, as well as supporting financial backbones, customer relationship management, and other informational tasks (formerly informative). For example, sales offices: support for the development of the integrated channel business environment of Teller, Internet / mobile: support for the development of customer self-service environment, automation equipment, CD / ATM: support for the development of customer self-servece environment, etc. Tasks developed and processed in various channels are integrated and processed in the same task type.

The present invention provides business development automation from presentation to business logic. For the existing channel business development, we developed in the distributed development environment such as business analysis / modeling (CASE tool) tool, graphic design tool, HTML editor, Java development tool, EJB tool, etc., and then went through unit testing and integrated testing. Substantial time and expense were required for business analysis and development, and post-development maintenance was very time-consuming and expensive. According to the automation of integrated channel business development according to the present invention, a high-level channel business development tool that does not require a separate development process is provided, and the work environment development is completed only by modeling with a high-level iDev @ Tool of a parameter-driven structure. No development tools are needed. In addition, as the automation of presentation and business logic development, the channel metafile is automatically generated when modeling is completed, that is, the business logic such as communication, data input / output, transaction processing, etc. is automatically generated. The file is automatically channeled by the run-time engine. Therefore, the business developer completes the integrated channel work only by modeling.

The present invention provides an advanced parameter driven RAD tool function. Consists of the parameter-driven application development structure of the present invention, and generates a transaction metafile of the application in various standard formats with a high-level parameter driven system of an object-oriented structure. Business developers can design front office tasks of financial sectors with only Drag & Drop / Click & Check in GUI environment. Basically, you can make a quick screen composition by providing a common screen composition frame. You can create various form objects by dragging & dropping with a mouse. It also allows you to set various parameters and properties for the created screen and form objects. That is, it is a high level PD-RAD Tool that does not require low level hard coding at all. The created screens and objects are stored in a database, which can be generated as metafiles in text script, HTML, and XML format to configure the application in various ways. In the present invention, the generated meta-file is run-time after outputting the real-time screen through a web browser.

The present invention provides an EP development function for a web-based enterprise-wide Workplace. In the case of a general website, users of an intranet / extranet in an enterprise start an in-house business through an enterprise portal (EP), just as users start a search or personal information management using a portal site such as Yahoo. . The present invention allows the creation of a portal page that optimizes C / S applications, Web applications, various in-house information and documents, management information, etc. in individual or group units. In addition, the present invention provides a single-sign-on (SSO) implementation function integrated with EP / EAI. EP portal site based on the EAI of the present invention is combined with the SSO (Single Sign On) function to use the login process for a variety of applications without a single re-login at the beginning to realize a simpler and safer work environment.

In addition, the present invention provides an integrated and flexible EAI development environment. It provides Cusom Adapter development tool for existing legacy application or in-house application. It supports data mapping, transformation rules and application integration through design tools.

The present invention is not limited to the above-described embodiments, and various modifications can be made by those skilled in the art without departing from the gist of the present invention as claimed in the claims. Such changes are intended to fall within the scope of the claims set forth herein.

As described above, according to the web-based integrated channel business and company-wide financial business development system according to the present invention, in the existing work environment, each task has been developed and maintained, and the tasks that must be collectively executed in each task are executed. In the case of (eg, CRM, loan system), another system had to be developed, maintained, and repaired in a point-to-point manner. However, if the present invention is used, the integrated channel service and back office service used in the financial system are used. By converting all the systems in the database stage into parts and using them organically, it is possible to innovatively reduce the cost, time and labor of development, maintenance and repair.

In addition, it is the first integrated enterprise application integration (EAI) system that supports the existing middleware TP-Monitor and WAS (Web Application Server) at the same time, and can support both C / S and web environments. It can also be used as it is without replacement.

In addition, the integrated channel work developed by the web method has the effect of providing a Java / N-Tier based integrated work system that overcomes the closedness, inconvenience of integration, and maintenance of the existing C / S method.

Claims (2)

A Transaction Wizard function for creating a series of processes for creating an account transaction, and defining transaction information, each event generated during processing, a host communication data format, a document form format, a menu bar, a status bar, and the like; A WorkFlow Wizard function that is linked and moved to WorkFlow; A screen wizard function for creating a new screen through two steps, selecting a layout to be created and working through a screen author, and creating a screen having one or two or more frames according to the layout; A Document Form Designer function for defining a form to be output through a passbook printer or a general purpose printer; A Host Comm Datamap Designer function for defining a communication data format with each host; An Object Browser function for managing all objects by searching, modifying, deleting or cross-referenced functions, and directly moving to each object author or a screen in which each object is used through a cross-reference function; An integrated channel work development program 10 configured to generate each object, and the created object is stored and reused in a database, and configured as an object author function easily managed through an object browser; A custom adapter development function for developing an adapter for connecting in-house applications and various other applications with iGate Series; An application integration development program 20 consisting of a rule setting for transmitting input data of activities to a target, a standard SQL generation conversion function, a message providing a GUI development environment, and a data type link function; Activity Import function including importing developed channel business Transaction Activity and importing general application into web / EJB component, C ++ component, XML; An activity abstraction function composed of a set of attached documents, a due date, a description of a job, a reason for withdrawal, etc. as a pop-up screen, and other attribute information setting functions to be sent to a worklist of a field staff; Chart Object function which consists of Start, Branch, End, Event, Activity Wrapper, and Free Directory Access, Drag & Drop, Placement and Property setting of these objects; A WorkFlow Chart function consisting of a connection between objects using a connection arrow object, and an object connection function that basically connects an application call and an event listener with XML; Routing Tab in the property window of the object on the chart can be assigned a variety of routing, through this Routing function that can Broad-Casting, Multi-Casting messages to related departments, groups, channel servers, various channels; It is possible to connect the role of the organizational chart file and the activity within the company, through which the user / Role function that can maintain a consistent role attribute even if the person in charge changes; The stored WorkFlow Chart is stored in an XML / TEXT type metafile in iDev's RDBMS table, and the WorkFlow Chart metafile includes a workflow integration program 30 configured to store and recycle template files to enable various recycling; Dynamic configuration of various WorkFlow elements of WorkFlow, various internal company applications, EJB components, embedded XML elements, personal information management system (PIMS) Yahoo, Freecell, etc. The ability to implement a web-based Enterprise WorkPortal that is consistently integrated in the EP; Various applications such as web and C / S can be authenticated with the first login.Intranet / general website / desktop applications (eg WS-FTP) C / S applications such as GroupWare, ERP and SSO Supporting, providing various login options, integrating with smart / IC card / other various authentication methods, EP development consisting of Single-Sign-On function that integrates Sign-On and Windows / Unix login in PC boot phase Program 40; Web-based integrated channel business and enterprise-wide financial business development system embedded in a single computer server. According to claim 1, wherein the Object Author function of the integrated channel business development program (10); Field Author to create a Field Object; Help Author to create a Help Object; Combo Author to create a Combo Field Object; Menu Bar Author to create top menu and set left menu to be linked when menu is selected; Tree Menu Bar Author that creates left menu and defines the function or screen to work when selecting menu; Status Bar Author at the bottom of the screen, and supports a variety of text and images Status Bar Author; DB Field Author to create Database Connection Field Object; Database Connection DB Combo to Create Combo Filed Object Author; DB List Author to create Database Connection Field Object; Web-based integrated channel business and enterprise financial business development system, characterized in that consisting of DB Grid Author to create a Databae connection Grid Object.