KR20100027285A - Integrating management system for supporting for service of bank and method of the same - Google Patents

Abstract

PURPOSE: A data unified management system and a method thereof for supporting an IB business of bank are provided to prevent input error and easily update the change information and monitor the current status of each IB player. CONSTITUTION: A plurality of IB(Investment Bank) player terminals(2) accesses a data integrated management server(10) and processes management about update information. A scanner(3) is connected in the IB player terminal. The scan and scanned document are attached in the deal file. The data integrated management server extracts the attachment of the deal file and the deal file corresponding to the task processing signal from the IB player terminal. Data of the deal file and the attachment processed at each IB player terminal is renewed in the database.

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 a method for supporting bank IB business, and more specifically, to the server built in the form of a platform by installing a business processing API on each IB deal player terminal, the server accepts the deal It manages the work from city to valuation verification, manages extraction and update of data for each stage, manages work list by ID of each IB deal player, monitors work processing status and manages post change information. By real-time monitoring of the transaction progress of each IB deal player, it is easy to update change information, prevents input errors and prevents data leakage or delays in processing data. It relates to a data integrated management system and a method thereof.

As is well known, due to the recent development of information and communication technology, the development of information providing technology that provides information on various fields in real time to a plurality of subscribers through at least one host server through a remote data communication network 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.

In addition, since post-processing information such as withdrawal / investment and repayment status, commission / interest / dividend status, etc. was not related to deal information, it took a long time to organize post-processing information. There was a problem that it was not possible to systematically manage tasks because it was not structured to access the server.

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, manages the processing status and manages post change information. The integrated data management system and method for supporting bank IB business that can monitor related work progress in real time, update change information easily, prevent input error, and prevent data leakage or delay of data processing. The purpose is to provide.

In order to achieve the above object, according to a preferred embodiment of the present invention, the data integrated management server 10 accesses the internal private network to process the work from the receipt of the transaction to the verification of the ticket, and to manage the post-update information A plurality of IB player terminals 2 for performing; A scanner (3) interworking with the IB player terminal (2) for processing a document including a contract and a written statement and processing the document to be attached as an electronic document to a deal file; Interworking and managing the task list for each IB deal player ID, extracting the deal file corresponding to the job processing signal from the IB player terminal 2 and the attached file linked to the deal file, and exposing it to the browser. Provided is a data integrated management system for bank IB business support, comprising a data integrated management server 10 for updating the deal file and attachment data processed in the IB player terminal (2) to the database. .

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 integrated management system for supporting bank IB business, 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; Data for bank IB business support, comprising a DBMS (18) for performing file extraction and update processing for a database including a deal DB (32) and a deal slip DB (34) for storing a deal file An integrated management system is provided.

Preferably, the integrated data management server 10 to manage the post-management ledger DB for deal management, to receive and update the withdrawal / investment and repayment status via the IB player terminal (2), commission After receiving the / interest / dividend status, the relevant information can be updated, and the post management ledger can handle the deal slip on the post management ledger output screen through the post management ledger DB to process the deal slip file processed by other teams. Provided is a data integrated management system for supporting the bank IB business, characterized in that the DB 84 and deal slip DB 34 is configured to manage.

Preferably, the data integrated management server 10 manages the post management ledger DB for deal management, the drop deal DB (87) and post-so that can execute the dropped deal by the mediation of the IB player terminal (2) Provided is a data integrated management system for supporting the bank IB business, characterized in that the file information of the management ledger DB (84) is configured to work in conjunction.

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; From the IB player terminal 2, the process of controlling the processing of the process from the time of accepting the work to the final markup processing is controlled. A control unit for performing an authentication and viewing authority level processing to control the progress and contents of the deal work to be monitored and to control the extraction and update processing of the deal work 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 or deletion request 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; A deal post-processing processor for updating and inputting the change information into the deal information when a change of information about the processed deal or the deal information in progress occurs; In order to perform reprocessing of the dropped deal, interworking with the deal processing state management processor 56, a drop deal reprocessing signal received from the IB player terminal 2 for reprocessing signal and reprocessing information for the drop deal is processed. A processing processor; 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 supporting bank IB business, comprising a database storing file processing status information, deal file follow-up information, and drop deal reprocessing information.

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

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 an integrated data management system for bank IB support.

Preferably, the database 30 is configured to further include a credit / investment ledger DB 72, authentication management DB 76, post-management ledger DB 84, Drop DB 87 therein, the credit The / investment ledger DB 72 is provided with a credit / investment ledger table 74 in which deal processing cumulative information and credit / investment information is recorded therein, and the authentication management DB 76 has authentication information and A user information history table 78 in which deal file viewing authority level information for each department / team / person in charge is recorded; The department management table 80 in which department organization management information for each deal is recorded is included, and the post-management target DB 84 is a database for storing information update or information update data about a processed or ongoing deal. And a deal list table 85 for storing a deal list therein, and a post management information table 86 for storing post management information. The drop DB 87 is configured to execute redo processing of a dropped deal. As a database for storing information, there is provided a data integration management system for supporting bank IB business, characterized in that a redo table 88 for recording redo information is provided therein.

Preferably, the post-management target DB 84 and the drop DB 87 are linked with the deal diary table 82 to perform update, add, and redo processing of the deal information, thereby managing the history of the deal. Provided is an integrated data management system for bank IB support.

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 in which the integrated data management server 10 determines 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 time for the integrated data management server 10 to determine whether a specific deal information selection signal is received from the IB player terminal 2, a post management tap selection signal is received, or a deal slip tap selection signal is received; Process; An eighth step of, when the specific deal selection signal is received, the data integration management server 10 extracts the corresponding deal file from the database 30, transmits the deal file to the IB player terminal 2, and outputs the 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 is completed; 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, 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 bank business support is provided, which further includes a process of selectively transmitting the corresponding 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 in the process of the registration check registration 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.

Preferably, in the seventh step, when the post management tap selection signal is received, the data integration management server 10 accesses the post management ledger DB 84 to extract a post management screen and a deal list; ; A twenty-first step of outputting a post-processing screen to the IB deal player terminal 2; A twenty-second step of the data integrated management server 10 determining whether a selection signal for a specific business name is received from the IB deal player terminal 2; A twenty-third step in which the integrated data management server 10 outputs the withdrawal / investment and redemption status information and the deal information and the fee / interest / dividend status information connected to the corresponding business name to the IB deal player terminal 2; The integrated data management server 10 receives the withdrawal / investment and redemption status information and deal information, fee / interest / dividend status information from the IB deal player terminal 2 and corrects the corresponding post management information. Provided is a data integrated management method for banking business support, further comprising a twenty-fourth process of updating the data.

Preferably, in the seventh step, when the deal slip tap select signal is received, the data integration management server 10 outputs a deal slip screen to the IB deal player terminal (2) in a pop-up form; receiving the transaction information, the transaction related information, the withdrawal / investment and repayment status information, and the information input on the credit management detailed specification screen of the credit type included in the deal slip screen; storing the information input through the deal slip process in the post management ledger DB 84; The integrated data management method for banking support is provided, further comprising the process of inclusion in the To do list of the fund operation support department.

Preferably, if the drop deal redo tap signal is received in the post-management screen in step 20, the integrated data management server 10 extracts the drop deal list file from the drop deal DB 87 to the IB deal player terminal. Transferring to (2); When the specific business name is selected from the list file, the data integration management server 10 extracting information on the drop deal and transmitting the extracted information to the IB deal player terminal 2; The data integrated management server 10 is provided with a process for integrated data management for banking support, characterized in that the process further includes the process of re-executing the process by starting the deal reprocessing process.

Preferably, when the request signal for the Reminder is applied in the post-management screen in step 20, the data integration management server 10 extracts a deal list file from the deal DB 32 to the IB deal player terminal 2. Transmitting and processing to the network; Outputting a registration and modification screen of a reminder to be attached to the deal list; Receiving registration and correction information of the Reminder; The integrated data management method for banking business support is provided, which further includes a process of registering and modifying Reminder and interworking with a corresponding deal number.

Preferably, if the deletion request signal for a specific deal in the post-management screen is applied in step 20, the integrated data management server 10 includes the deal number and the deletion request information in the To do list of the internal management team. ; When the delete processing signal is applied from the IB deal player terminal 2 of the internal management team, the data integrated management server 10 deleting the corresponding deal; The data integrated management server 10 is provided with a data integrated management method for supporting a banking business, comprising the step of including the deal delete information to the requester's To do list.

Data integrated management system and method for supporting bank IB business according to the present invention is a powerful self-control through automated deal management and automatic deal file delivery linked with login information, monitoring of the transaction information by permission and post-change information management In addition, it is possible to minimize the risk of dealings and maximize work efficiency by executing prompt work processing. 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 supporting a bank IB according to an embodiment of the present invention.

Referring to this, the data integrated management system for bank IB business support according to an embodiment of the present invention is equipped with a business processing API on each IB deal player terminal to access a server built in a platform form, and the server receives a deal It manages the work from city to valuation verification, manages extraction and update of data for each stage, manages work list by ID of each IB deal player, monitors work processing status and manages post change information. It is a system that monitors the progress of deal-related work of each IB deal player in real time, updates change information easily, prevents input errors, and prevents data leakage or delays in data processing.

That is, the data integrated management system for supporting the bank IB business according to an embodiment of the present invention is built in the bank, and the data integrated management server 10 equipped with a BPM (Business Process Management) engine, and the 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 able to access the integrated data management server 10.

To this end, the integrated data management system for bank IB business support according to an embodiment of the present invention accesses the integrated data management server 10 to the internal private network to process the work from the receipt of the transaction to the verification of the ticket, and post-update A plurality of IB player terminals 2 are configured to process management of information, and the IB player terminal 2 has an access to the data integrated management server 10 and a data integrated management server 10. In the work processing API (4) for receiving and automatically outputting the individual work list (To do list) managed by ID is installed therein.

In addition, the IB player terminal (2) is provided with a scanner (3) to scan the document containing the contract and the bill and keep it as an electronic document, the file scanned through the scanner (3) is the IB player terminal ( 2) is attached to the deal reception file is transmitted to the data integrated management server (10).

In addition, the integrated data management system for bank IB business support according to an embodiment of the present invention by interlocking and managing the task list for each IB deal player ID, corresponding to the job processing signal from the IB player terminal (2) Data integrated management server 10 for extracting a deal file and attachments linked to the deal file and exposing it to a browser and updating and processing the deal file and attached file data processed in each IB player terminal 2 in a database. Is built.

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 manager 16 is provided for extracting a file for dealing or for dealing with a deal file update.

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 data integrated management system for supporting the bank IB business according to an embodiment of the present invention performs the account processing for the deal reception information when accepting a deal, the designation of the IB player Receives a signal and stores the To do list for each 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 deal drop processing according to the selection signal of the IB player terminal 2 in each step, and performs processing to separately manage 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. .

On the other hand, the integrated data management server 10 to manage the post-management ledger DB for deal management, to receive and update the withdrawal / investment and repayment status via the IB player terminal (2), commission / After receiving the interest / dividend status, the relevant information can be updated and the post management ledger DB can be processed through the post ledger DB to handle deal slip on the post screen. (Refer to FIG. 3: 84) and the deal slip DB 34 interworking to manage.

In addition, the data integrated management server 10 manages the post-management ledger DB for deal management, the drop deal DB (see Fig. 3: 87) to re-execute the dropped deal via the IB player terminal (2). ) And the file information of the post management ledger DB (see FIG. 3: 84) are managed in association.

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

Referring to this, the data integrated management server 10 included in the integrated data management system for supporting bank IB business according to an embodiment of the present invention is a data receiver, data transmission unit, authentication processing unit, deal account processing processor therein It consists of a task schedule management processor, a file processing list management processor, a file extraction processor, a deal processing state management processor, a deal follow-up processor, a drop deal reprocessing processor, a database, and a controller.

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 mark processing from the IB player terminal 2, and transmits the work information to be processed according to the ID of the person in charge when the deal is received. Controls to control the progress and contents of deal work by monitoring, performing user authentication and viewing authority level processing, and controlling extraction and update processing of deal work files.

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 or delete request 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 57 denotes a post-processing processor for dealing with update by inputting the change information in the deal information when a change in the processed deal or in-process deal information occurs, and reference numeral 59 denotes a reprocessing of the dropped deal. In order to interwork with the deal processing state management processor 56, a drop deal reprocessing processor for receiving and processing a reprocessing signal and reprocessing information for a drop deal from the IB player terminal 2 is shown.

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, processing status information of deal work files, follow-up information for deal files, and reprocessing information for drop deals.

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 bank IB operations 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 supporting the bank IB business according to an embodiment of the present invention has a table structure as shown in FIG. It is included.

The database 30 is largely divided into a deal DB 32, a deal slip DB 34, a credit / investment ledger DB 72, a certificate management DB 76, a post-management target DB 84, and a drop DB 87. And a deal diary table 82 for interfacing with the deal DB 32 and the deal slip DB 34 for storing deal processing work files, respectively, for writing deal processing status or additional information in a log format. have.

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 that records deal closing processing information by deal account information is included.

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. Has a credit / investment ledger table 74 in which deal processing cumulative information and credit / investment information are recorded therein, and the certification management DB 76 includes authentication information and department / team / department managers therein. a user information history table 78 in which deal 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.

The post-management target DB 84 is a database for storing information or data update data of a processed deal or a deal in progress, and includes a deal list table 85 storing a deal list therein and post-management information. A post management information table 86 for storing is provided.

The drop DB 87 is a database for storing redo processing information on a dropped deal, and is provided with a redo table 88 for describing redo information. At this time, the post-management target DB 84 and the drop DB 87 can manage the history of the deal by interworking with the deal diary table 82 to perform update, add, and redo of the deal information. .

With reference to the accompanying drawings, the function and operation of the integrated data management system for the bank IB business 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 supporting bank IB services according to an embodiment of the present invention, and FIG. 5 is a flowchart for supporting bank IB services according to an embodiment of the present invention. This is a flow chart showing the transaction process processed through the integrated data management system.

First, the integrated data management server 10 included in the integrated data management system for supporting the bank IB business according to an embodiment of the present invention determines whether the deal reception data is received from the IB player terminal (2).

As shown in Fig. 11A, the deal reception screen is composed of detailed details including a business name, and after inputting the details, it is configured to designate a main contact person. The deal reception processing screen is shown in Fig. 10B. After inputting additional information at the 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 transaction 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 Fig. 9A, a 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. 9B 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. Steps can drop a particular deal during that process and drop reprocessing.

The deal inventory processing screen is output as shown in FIG. 11A, and after inputting information in the current work step, the deal player can store it. The deal closing processing screen is as shown in FIG. 11B. In the closing step, the credit / investment approval condition and the account information can be registered and managed by the item. In the case of the credit slip, the 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.

11C is a screen showing credit / investment approval conditions, FIG. 11D is a screen configured to input slip account information, FIG. 11E is a screen for entering deal slip credit information, and FIGS. 11F and 11G are credits. It shows the input screen of the manager and investment manager.

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 9c, 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 the verification of the ballot 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.

12A illustrates a screen on which a tab screen for processing other tasks is output, and FIG. 12B illustrates a deal diary creation screen.

In addition, Figure 13a is the output of the post-management screen for the deal, through this screen, the head and system administrators 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. 13B illustrates a case in which a deal drop list screen is output on the post-management screen of FIG. 13A, and similarly, restriction by viewing authority level is applied. FIG. 13C illustrates a screen output when the work progress status is clicked on the post-management screen of FIG. 13A.

Meanwhile, in the case of the integrated search, the screen as shown in FIG. 14 is output and the integrated search can be performed. In the case of deal review, if the tab in the initial screen is selected, the screen as shown in FIG. 15 is displayed in the IB deal player terminal 2. Will be displayed in the browser.

16A to 16F 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 a browser of the IB deal player terminal 2, and FIG. 16G illustrates a ticket confirmation registration screen. 16h shows the sign verification screen.

Meanwhile, the present invention can perform reprocessing for a deal dropped in a deal processing step, and the data integrated management server 10 receives a reprocessing signal for a deal dropped from the IB deal player terminal 2. Upon reception, the drop deal list is transmitted to the IB deal player terminal 2, and when a selection signal for a specific deal number is received, the corresponding transaction information is transmitted to the IB deal player terminal 2 for reprocessing. To run.

In addition, in the present invention, at all stages from the process of accepting the deal to the completion of the ballot verification, the person who is authorized to read accesses the data integrated management server 10 to perform the post-management of each deal. It becomes possible.

The post-processing process is a screen outputted to the IB deal player terminal 2 when information about a deal that has been processed or a deal that is being processed is changed, for example, when a specific deal is selected by accessing the post-management ledger DB 84. If the withdrawal / investment and repayment status information and fee / interest / dividend status information is selected, the corresponding input window is output and the added or changed information can be entered.

As shown in FIG. 18D, a credit related input screen may be output along with information on withdrawal / investment and redemption status on a post management screen output to the IB deal player terminal 2, the IB deal player terminal ( It is possible to input detailed credit information on the credit related input screen through 2), and register the credit related item information on the integrated data management server 10, respectively.

In addition, as shown in FIGS. 18E to 18K, the investment-related input screen (FIG. 18E) and the FX Spot, together with the withdrawal / investment and redemption status information, are displayed on the post-management screen output to the IB deal player terminal 2. 18F, 18G related input screen, Derivatives related input screen (FIG. 18H), Securities Trade related input screen (FIG. 18i), Credit Derivatives related input screen (FIG. 18J), fee / interest / dividend addition It is possible to output an input screen (Fig. 18k), through the IB deal player terminal (2) can input additional information on the additional input screen, the additional input information to the data integrated management server (10) Each can be registered.

In addition, a deal slip may be performed in the post management screen output to the IB deal player terminal 2, and as shown in FIG. 19A, the post management screen output to the IB deal player terminal 2 may be assigned to a specific business name. If you select the slip type, the deal slip screen is displayed in popup form. 19b, 19c, and 19d, the deal slip screen is divided into outputs such as deal information and deal related information, withdrawal / investment and redemption status information, and credit management detailed specification screens for the credit type. The information input through the deal slip process is input to the post management ledger DB 84 and processed by the data integrated management server 10 to be included in the To do list of the fund management support unit.

Meanwhile, as shown in FIG. 20, in the To do list screen output to the IB deal player terminal 2, a deal slip may be performed, and a request signal for a deal slip from the IB deal player terminal 2 may be performed. If is approved, the integrated data management server 10 extracts the deal slip list file from the deal slip DB 34, transfers the processed slip list file to the IB deal player terminal 2, and proceeds with the deal slip.

In addition, as shown in FIGS. 21A and 21B, in the post-management screen outputted to the IB deal player terminal 2, processing for a drop deal may be performed. When the request signal for the deal is applied, the integrated data management server 10 extracts a drop deal list file from the drop deal DB 87 and transmits the drop deal list file to the IB deal player terminal 2 to process the corresponding processed drop. The redo screen is output in the form of a popup so that redo processing can proceed.

On the other hand, as shown in Figure 22a, 22b, in the post-management screen output to the IB deal player terminal 2, it is possible to perform the process for the Reminder, from the IB deal player terminal 2 to the Reminder When the request signal is applied, the integrated data management server 10 extracts a deal list file from the deal DB 32 and transmits the processed transaction list to the IB deal player terminal 2 and registers a Reminder to be attached to the deal list. The correction screen is displayed and inputted, and the inputted information is registered with the deal number.

On the other hand, as shown in Figure 23, in the post-management screen output to the IB deal player terminal 2, it is possible to perform a deletion process for a specific deal, the specific deal from the IB deal player terminal (2) When the delete request signal for is applied, the integrated data management server 10 includes the corresponding deal number and the deletion request information in the To do list of the internal management team and verifies it, and deletes it from the IB deal player terminal 2 of the internal management team. When the processing signal is applied, the integrated data management server 10 deletes the deal and transmits the deleted information to the IB deal player terminal 2 of the requester.

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

First, the integrated data management server 10 provided in the integrated data management system for supporting bank IB business according to an embodiment of the present invention is to do list assigned to each person in accordance with the transaction processing step of each IB player As the update process is performed, the update of the to do list in the data integrated management server 10 is as shown in FIG. 6.

That is, 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 data integrated management system for bank IB business support according to an embodiment of the present invention is a powerful self through the automatic deal file management and automatic transaction file transfer linked with the login information, monitoring and review of the transaction information by permission By implementing controls, you can minimize risks in dealings and maximize work efficiency.

FIG. 7 is a flowchart illustrating an authority level management process processed through an integrated data management system for supporting bank IB operations according to an embodiment of the present invention.

First, the integrated data management system for supporting the bank IB work according to an embodiment of the present invention can manage the viewing authority level for the deal file, mainly on the integrated data 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 the preset authority level, while 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) to output.

8A, 8B, and 8C are flowcharts illustrating a post-management process processed through the integrated data management system for supporting bank IB work according to an embodiment of the present invention.

First, the integrated data management system for supporting the bank IB business according to an embodiment of the present invention can perform the post-management process for the deal file, mainly on the data integrated management server 10.

In the present invention, at all stages from the transaction acceptance process to the time point when the ballot verification is completed, a person who is authorized to read accesses the data integrated management server 10 to enable the post-management of each deal. do.

Therefore, the integrated data management server 10 determines whether the post-management tap click signal is applied from the IB deal player terminal 2, and if the post-management tap signal is applied, the data integrated management server 10 Access to the post-management ledger DB (84) to extract the deal list and output the screen to the IB deal player terminal (2).

The data integrated management server 10 determines whether a selection signal for a specific business name is received from the IB deal player terminal 2, and withdraws / invests and redemption status information to the IB deal player terminal 2. Deal information, fee / interest / dividend status information is displayed.

In this state, the data integrated management server 10 receives the withdrawal / investment and redemption status information and deal information, fee / interest / dividend status information or correction signal from the IB deal player terminal 2. When the data management server 10 updates the corresponding post management information. That is, as shown in FIG. 18D, the IB deal player may output a credit related input screen together with the withdrawal / investment and redemption status information on the post management screen output to the IB deal player terminal 2. Credit details can be entered on the credit input screen through the terminal 2, and credit related item information can be registered in the integrated data management server 10, respectively.

In addition, as shown in FIGS. 18E to 18K, the investment-related input screen (FIG. 18E) and the FX Spot, together with the withdrawal / investment and redemption status information, are displayed on the post-management screen output to the IB deal player terminal 2. 18F, 18G related input screen, Derivatives related input screen (FIG. 18H), Securities Trade related input screen (FIG. 18i), Credit Derivatives related input screen (FIG. 18J), fee / interest / dividend addition It is possible to output an input screen (Fig. 18k), through the IB deal player terminal (2) can input additional information on the additional input screen, the additional input information to the data integrated management server (10) Each can be registered.

On the other hand, when the post management input / modification signal is not received and the selection signal for the deal slip is received, that is, the slip type for the specific business name is selected on the post management screen output to the IB deal player terminal 2. When the integrated data management server 10 is output a deal slip screen to the IB deal player terminal (2) in a pop-up form. 19b, 19c, and 19d, the deal slip screen is divided into outputs such as deal information and deal related information, withdrawal / investment and redemption status information, and credit management detailed specification screens for the credit type. The information input through the deal slip process is input to the post management ledger DB 84 and processed by the data integrated management server 10 to be included in the To do list of the fund management support unit.

On the other hand, as shown in Figure 8b, in the post-management screen output to the IB deal player terminal 2, it is possible to perform a process for the drop deal, from the IB deal player terminal 2 to the drop deal When the request signal is applied, the integrated data management server 10 extracts a drop deal list file from the drop deal DB 87 and transmits the processed to the IB deal player terminal 2 and selects a specific business name from the list file. If so, the integrated data management server 10 extracts information about the corresponding drop deal and transmits the information to the IB deal player terminal 2 to output a redo screen of the corresponding drop processed in a pop-up form, and deal Start the reprocessing process so that the redo processing of the deal can proceed.

In addition, in the post-management screen output to the IB deal player terminal 2, not re-execution of the drop deal, a process for Reminder can be performed, so that a request for a Reminder from the IB deal player terminal 2 is performed. When the signal is applied, the integrated data management server 10 extracts the deal list file from the deal DB 32 and transmits the processed transaction list to the IB deal player terminal 2 and registers and modifies the Reminder to be attached to the corresponding deal list. To print and input the information, and the inputted information is registered with the deal number.

In addition, as shown in FIG. 8C, in the post management screen output to the IB deal player terminal 2, a deletion process for a specific deal may be performed. When the delete request signal for is applied, the integrated data management server 10 includes the corresponding deal number and the deletion request information in the To do list of the internal management team and verifies it, and deletes it from the IB deal player terminal 2 of the internal management team. When the processing signal is applied, the integrated data management server 10 deletes the deal, includes the deletion information in the requester's To do list, and checks when the requester logs in via the IB deal player terminal 2. To help.

On the other hand, the integrated data management system and method for supporting the bank IB business according to an embodiment of the present invention is not limited to the above embodiment, but various modifications can be made 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 supporting the bank IB business 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 supporting the bank IB business 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 supporting a bank IB 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 bank IB business support according to an embodiment of the present invention,

5 is a flowchart illustrating a transaction processing process that is processed through a data integrated management system for supporting a bank IB 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 IB 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 supporting bank IB operations according to an embodiment of the present invention;

8A, 8B, and 8C are flowcharts illustrating a post-management process processed through the integrated data management system for supporting bank IB work according to an embodiment of the present invention.

9A to 23 are views illustrating output screens supported to an IB player terminal through a data integrated management system for supporting bank IB operations 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 (24)

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 for the management of the post-update information; A scanner (3) interworking with the IB player terminal (2) for processing a document including a contract and a written statement and processing the document to be attached as an electronic document to a deal file; Interworking and managing the task list for each IB deal player ID, extracting the deal file corresponding to the job processing signal from the IB player terminal 2 and the attached file linked to the deal file, and exposing it to the browser. Integrated data management system for bank IB business support, characterized in that it comprises a data integrated management server 10 for updating and processing the deal file and attachment data processed in the IB player terminal (2) in the database. 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 bank IB business support, characterized in that the business processing API (4) is installed. According to claim 1, The integrated data management server 10 performs an authentication process of each IB deal player therein, and manages the work list for each ID by interworking due to the authentication value, the file to perform the deal processing IB-BPM server 12 for processing the; Data for bank IB business support, comprising a DBMS (18) for performing file extraction and update processing for a database including a deal DB (32) and a deal slip DB (34) for storing a deal file Integrated management system. According to claim 1, wherein the integrated data management server 10 to manage the post-management ledger DB for deal management, so as to receive and update the withdrawal / investment and repayment status via the IB player terminal (2) It can receive the fee / interest / dividend status and update the corresponding information, and process the deal slip on the aftercare ledger output screen through the aftercare ledger DB to transfer the processed deal slip file to other teams. Post-management ledger DB (84) and deal slip DB (34) by interlocking data management system for bank IB support, characterized in that configured to manage. The method of claim 1, wherein the integrated data management server 10 manages the post-management ledger DB for deal management, the drop deal DB (87) to re-execute the dropped deal via the IB player terminal (2) Data management system for bank IB business support, characterized in that the file information of the post-management ledger DB (84) is configured to manage. The data integrated management server (10) according to claim 1, further comprising: a data receiver 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; 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 or deletion request 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; A deal post-processing processor for updating and inputting the change information into the deal information when a change of information about the processed deal or the deal information in progress occurs; In order to perform reprocessing for the dropped deal, interworking with the deal processing state management processor 56, a drop deal receiving and processing the reprocessing signal and reprocessing information for the drop deal from the IB player terminal 2 is processed. A reprocessing processor; 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 bank IB business support comprising a database for storing the processing status information of the file, the post-management information for each deal file and the reprocessing information of the drop deal. 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; Data integration management system for bank IB business support, characterized in that the file management unit 16 for extracting a file to perform a deal processing or to perform a deal file update processing for the post-management. 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 bank IB business support, characterized in that the provided. According to claim 3, The database 30 is configured to further include a credit / investment ledger DB 72, authentication management DB 76, post management ledger DB 84, Drop DB 87 therein The credit / investment ledger DB 72 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 is provided therein. A user information history table 78 in which authentication information and departmental / team / dealer deal file viewing authority level information are recorded; A department management table 80 in which department organization management information for each deal is recorded is included, and the post-management target DB 84 is a database for storing information update or information update data about a processed or ongoing deal. And a deal list table 85 for storing a deal list therein, and a post management information table 86 for storing post management information. The drop DB 87 is configured to redo a dropped deal. A database for storing information, comprising a redo table (88) for recording redo information therein, wherein the integrated data management system for bank IB business support. 10. The method of claim 9, wherein the post-management target DB 84 and the drop DB 87 are linked with the deal diary table 82 to update, add, and redo the deal information to manage the history of the deal. Integrated data management system for bank IB business support, it characterized in that it is possible. 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 in which the integrated data management server 10 determines 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 process of the integrated data management server 10 determining whether a specific deal information selection signal is received from the IB player terminal 2, a post management tap selection signal is received, or a deal slip tap selection signal is received; ; An eighth step of, when the specific deal selection signal is received, the data integration management server 10 extracts the corresponding deal file from the database 30, transmits the deal file to the IB player terminal 2, and outputs the work; A ninth step of updating, in real time, transaction related update data from the IB player terminal (2); A tenth step of determining, by the data integrated management server 10, whether a completion signal for each specific transaction 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 includes a thirteenth process of updating the corresponding deal list information and ending the processing of the corresponding deal. 12. The method of claim 11, wherein the first process includes accessing the IB player terminal 2 to the integrated data management server 10 through a business processing API installed therein. Integrated Data Management Method. The method of claim 11, 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; In the case where the operation of the deal file is impossible due to the monitoring through the other IB player terminal 2 or during the transaction review, the bank further includes a process of outputting information during the transaction processing to the corresponding IB player terminal 2. Integrated data management method for business support. The method of claim 11, 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. 12. The method of claim 11, 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 11, wherein any one of the first to 13 processes, Determining whether the data integration management server 10 receives a reset signal of an authority level for each department and a 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, characterized in that it additionally includes the step of selectively transmitting the deal name or details to the corresponding IB player terminal (2) according to the availability. 15. The method of claim 14, wherein the deal accepting 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. 15. The integrated data management according to claim 14, 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. 15. The bank according to claim 14, wherein in every processing step from the transaction acceptance processing to the time point at which the ballot verification is completed, the bank is connected to the data integrated management server 10 to monitor each deal. Integrated data management method for business support. 12. The method of claim 11, wherein in the seventh step, when a post management tap selection signal is received, the integrated data management server 10 accesses a post management ledger DB 84 to extract a post management screen and a deal list. The twentieth process; A twenty-first step of outputting a post-processing screen to the IB deal player terminal 2; A twenty-second step of the data integrated management server 10 determining whether a selection signal for a specific business name is received from the IB deal player terminal 2; A twenty-third step in which the integrated data management server 10 outputs the withdrawal / investment and redemption status information and the deal information and the fee / interest / dividend status information connected to the corresponding business name to the IB deal player terminal 2; The integrated data management server 10 receives the withdrawal / investment and redemption status information and deal information, fee / interest / dividend status information from the IB deal player terminal 2 and corrects the corresponding post management information. The integrated data management method for supporting banking services, characterized in that the 24th process of additionally processing the update process. 12. The method of claim 11, wherein in the seventh step, when the deal slip tap selection signal is received, the data integrated management server 10 outputs a deal slip screen to the IB deal player terminal 2 in a pop-up form; ; receiving the transaction information, the transaction related information, the withdrawal / investment and repayment status information, and the information input on the credit management detailed specification screen of the credit type included in the deal slip screen; storing the information input through the deal slip process in the post management ledger DB 84; Integrated data management method for banking support, characterized in that it further includes the process of inclusion in the To do list of the fund operation support. 21. The method of claim 20, wherein if the drop deal redo tap signal is received in the post-management screen in step 20, the integrated data management server 10 extracts the drop deal list file from the drop deal DB 87 to display the IB. transmitting to the deal player terminal 2; When the specific business name is selected in the list file, the data integrated management server 10 extracting information on the drop deal and transmitting the information to the IB deal player terminal 2; The integrated data management method for the bank business support, characterized in that the data integration management server 10 further comprises the step of starting the deal reprocessing process for the redo processing for the deal. The IB deal player terminal of claim 20, wherein when the request signal for the Reminder is applied in the post-management screen in step 20, the integrated data management server 10 extracts a deal list file from the deal DB 32 and the IB deal player terminal. Transferring to (2); Outputting a registration and modification screen of a reminder to be attached to the deal list; Receiving registration and correction information of the Reminder; The integrated data management method for the banking business support, characterized in that the registration process further comprises the process of registration and modification of the Reminder and the corresponding deal number. 21. The method of claim 20, wherein when the deletion request signal for a specific deal is applied in the post-management screen in step 20, the integrated data management server 10 includes the deal number and the deletion request information in the To do list of the internal management team. Making a process; When the delete processing signal is applied from the IB deal player terminal 2 of the internal management team, the data integrated management server 10 deleting the corresponding deal; The integrated data management method for the banking business support, characterized in that the integrated data management server 10 includes the process of including the deal delete information in the requester's To do list.

Images