KR20130015865A - Slip managing system - Google Patents

Abstract

PURPOSE: A statement management system is provided to inquire statements which are not transmitted or are incomplete in a terminal of a financial institution. CONSTITUTION: A barcode of a statement, in which barcode readers(10a,10b) of stores and a concentration center are printed, is scanned. An image processing means(20) in the concentration center forms computation data of the statement. A host server(30) in the concentration center compares scanned barcode data. The host server lists the computation data. The host server transmits information for the statement to a store computer(40). The store computer requests search data to the host server. The store computer receives the requested search data from the host server. [Reference numerals] (10a,10b) Barcode reader; (20) Image processing means; (30) Host server; (40) Store computer; (AA) Network; (BB) Centralized center; (CC) Branch(1); (DD) Work API; (EE) Branch(2); (FF) Branch(n)

Description

Document management system {SLIP MANAGING SYSTEM}

The present invention relates to a slip management system used in financial institutions and the like.

As is well known, the credit business of financial institutions, such as banks and credit companies, plays an important part in modern society, and the profits of financial institutions are typically generated from credit / receiving business. I'm trying to do my job.

Recently, with the Capital Market Consolidation Act in place, measures to effectively improve the financial institution's system have been pursued.The system has been changed or a new system has been established to provide a competitive system to preempt superior customers and attract new customers. It's rushing.

On the other hand, a slip is a paper note that is used in order to notify the person concerned of the contents of the transaction in a certain form every time a predetermined transaction occurs, such as finance, and at the same time to clarify the responsibility of the person in charge of the transaction. Documents can be dealt with by dealing with multiple batches of transactions in each section and system, and using document tables to reduce the number of postings. It is easily used in most transactions because of various advantages, such as being able to be easily delivered to, and used as a means of book inspection by clarifying responsible materials through the settlement process.

Generally speaking, financial institutions are banks, insurance, securities, and trusts. Among these financial institutions, banks are located in the vicinity of the Bank of Korea, where the headquarters (or headquarters) of each commercial bank and special bank are geographically close, centering on the Bank of Korea that issues money. For convenience, branches and branch offices are referred to as branch offices.

On the other hand, documents that refer to various bills such as deposit / withdrawal slips, public slips, foreign exchange slips, tax and utility bills, have machine-recognized character symbols such as optical character recognition (OCR) and magnetic ink character recognition (MICR). It is recorded. The general document management process currently being implemented through financial institutions is as follows.

When a customer makes a deposit on a demand or savings account, requests a payment from a bank account, or a document that is generated internally in a bank, the documents generated during business hours at the branch are recovered by the operator after closing and sorted in order according to the document table. Approved by approving or paying multiple times. And the audited documents are organized by the whole operator file slip and stored in the library for 5 years.

1 is a block diagram illustrating a conventional document management process in more detail.

Referring to Figure 1, each branch in the operator, that is, the person in charge of the documents processed by the day in order to identify and deliver to the responsible person in charge (101), the responsible person checks on the day and delivers to the auditor (102). The auditor performs the first audit and if there is no abnormality (103), the book is confirmed through the number of documents and bound (104). Then, the ticket is checked, the cover is processed, the second audit is performed, and if there is no abnormality (105), it is stored in the library (106).

At this time, the deposit, withdrawal amount and the contents of the documents are made into a database through computer input, and the details of the giro and utility bills are sent to the issuer and the utility issuer.

In the conventional document management method as described above, financial institution employees are inevitable to work at night to organize and collect the documents generated outside the designated working hours, and these night shifts increase the work of the financial institution workers, resulting in mental and physical fatigue. This can accumulate and lead to poor health, and can also lead to complaints. In addition, various types of documents have various management methods such as storing and counting according to their types and uses, and thus, the document management work is mainly performed by manual labor of workers in financial institutions. It is not enough to manage such a huge amount of documents.

In addition, the inquiry screen implemented in the conventional document management system can query only the entire specification of the unsent or incomplete status in order to inquire the unsent or incomplete status of the document. Therefore, there was a problem that systematic follow-up of long-term incomplete slips was not performed.

The foregoing description refers to the background art of the technical field to which the present invention belongs, and does not mean the conventional art well known in the art.

The present invention has been created to improve the above problems, it is possible to provide a document management system that enables the inquiry by the retention period for unsent and incomplete slips in the terminal of the financial institution and systematic follow-up management for long-term incomplete slips Its purpose is to.

The document management system according to the present invention is a bar code reader of a branch and a centralization center that scans the bar code of a bar code printed document that can identify a type, and a centralization center that forms the computerized data of the document by imaging the document. After receiving the image processing means and the bar code data scanned from the bar code reader, and comparing with each other, and receiving the computerized data from the image processing means, classified and sorted by the type of documents stored in the database, and managed by the computer of the branch The host server of the centralization center for extracting the information about the slip requested by the request and transmits the information to the branch computer, and the search data input by the person in charge to the host server, and receives the request data from the host server Which includes the computer of the sales office .

In the present invention, the barcode printed on the document is printed for each document type including a deposit slip, a payment slip, a public slip, a foreign currency deposit slip, a foreign exchange payment slip, and a foreign currency public slip, and the host server prints the image processing means. The barcode data may be recognized among the computerized data transmitted from the data, and the computerized data may be classified by document type.

The computer of the branch may extract and display information related to the slip from the database in real time connected to the database built on the host server.

The computer of the branch office sets and sets conditions for querying an item selected in the first frame, the first frame providing a menu of items relating to an incoming sales support service including the status of unsent and incomplete documents. The second frame outputting the search result according to the condition may be output on the screen.

The second frame may include: a viewable page for inputting detailed conditions including an inquiry reference date, a branch code, a business division, an inquiry division, and an output division for the unsent and returned status table selected in the first frame; It may include an inquiry result page that outputs an inquiry result that meets the conditions entered in.

It is preferable that the inquiry result page outputs the current status of the unsent or incomplete slips by period.

As described above, according to the document management system according to the present invention, since it is possible to inquire by the holding period for the unsent and non-sent documents in the terminal of the financial institution, there is an advantage that the systematic post-management of the long-term incomplete slips is easy.

1 is a block diagram illustrating a conventional document management process in detail.
2 is a block diagram showing the configuration of a slip management system according to an embodiment of the present invention.
3 is a view showing a screen for inquiring and outputting document management information from a computer of a branch of a document management system according to an embodiment of the present invention.

Hereinafter, with reference to the accompanying drawings will be described an embodiment of the slip management system according to the present invention. The terms to be described below are terms defined in consideration of functions in the present invention, which may vary depending on the intention or convention of a user or an operator. Therefore, definitions of these terms should be made based on the contents throughout this specification.

2 is a block diagram schematically showing the configuration of a slip management system according to an embodiment of the present invention.

2, the document management system according to an embodiment of the present invention is a bar code reader (10a, 10b) provided in the branch and the centralization center, the imaging processing means 20 provided in the centralization center and a plurality of databases It comprises a host server 30 of the centralization center including a (DB), and the computer 40 of the branch office connected to the host server and the network via the network.

The bar code readers 10a and 10b are devices having a function of converting an optically expressed bar code symbol into digital data that can be accommodated by a computer. According to the present invention, the bar code reader 10a is provided at each branch. ) And the barcode reader 10b provided at the centralization center, and the barcode readers 10a and 10b are divided into two parts. It consists of a decoder as a decoder part for converting the received electrical signal into data.

The branch collects the generated documents for each operator and checks whether the document serial number is missing, whether the accounting manager is missing the limit of the transfer, whether the document is subject to multiple payments or not, and in the case of the pre-audited document, whether or not the pre-audit is missing. After checking whether the requirement is missing, the slip is stored in a slip bag and sent to the centralization center. In this case, the slip-only bag has a bar code printed with a bar code for identifying a branch to be sent. The provided bar code reader 10a scans the bar code attached to the slip bag and converts the bar code into digital data that the computer can receive and transmits the bar code reader to the host server 30 of the centralization center.

In addition, the dedicated bag for the slip sent from the branch is acquired by the centralization center, wherein the barcode reader 10b of the centralized center scans the barcode of the acquired slip bag and converts it into digital data to host the centralized center. The server 30 transmits.

Imaging processing means 20 provided in the centralization center is a device for converting the image represented in the slip into digital data refers to a device for converting the reflected light from the slip into an electrical signal by scanning a bright light beam on the slip. The imaging processing means 20 is provided with an input means for receiving input date, operator number, sales office number, etc. of the document from the scan operator, the application to enable processing such as new scan, additional scan, complementary scan, image replacement, etc. A program is built in, and an input / output means capable of transmitting the computed computerized data to the host server 30 is provided.

The host server 30 of the centralization center is connected to the bar code reader (10a, 10b), the imaging processing means 20, and the computer 40 of the branch office by a long distance or local area network, Compare barcode data transmitted from the barcode readers 10a and 10b with each other to read a match and recognize barcode data on the computerized data transmitted from the imaging processing unit 20 to classify and store the document by type. It is composed of a plurality of program modules and DB that can receive the request data from the sales office computer 40 and then retrieve the request data and return it to the computer.

In addition, the host server 30 preferably includes a module for checking the receipt and delivery status of the slip-only bag and providing monitoring information for the status.

The computer 40 of the branch is provided at each branch, and displays input means for receiving predetermined data from a person in charge, input / output means for transmitting and receiving digital data with the host server 30, and the received data. It is preferable to include at least display means which can be provided to the person in charge.

The computer 40 of the branch office extracts and displays information related to the slip from the database in a real time connection state with respect to the database built on the host server 30. Information related to the documents can be classified into several items and displayed and displayed. For example, information such as daily management status of undocumented documents, document unsent specification, document aggregation missing specification, document audit supplementary specification, document unsent and incomplete status is displayed and outputted.

3 is a view showing a screen for inquiring and outputting slip information from a computer of a branch of a slip management system according to an embodiment of the present invention.

Referring to FIG. 3, the document information inquiry and output screen may be composed of two frames. The first frame 110 on the left, which provides a menu for inquiring various items related to the received sales support service including the status of unsent and incomplete documents, and the items selected in the first frame 110 to be inquired. The second frame 120 sets the conditions and outputs an inquiry result according to the set conditions.

In the first frame 110, items such as "undelivered and incomplete management status table" for the documents can be inquired, such as unsent slip daily management table, unscheduled daily management status, unmanned / unsent slip check processing ... Provide a menu.

The second frame 120 is divided into a queryable page 121 for inputting search conditions for the item selected in the first frame 110 and an inquiry result page 122 for outputting an inquiry result according to the condition.

The queryable page 121 may input detailed conditions to be inquired about the inquiry item selected in the first frame 110, for example, an inquiry reference date, a branch code, and the like for the non-delivery and non-management status table.

In the inquiry result page 122, an inquiry result corresponding to the conditions input in the inquiry possible page 121 is output. For example, in the first frame 110, the non-delivery and non-management status table of the document is selected, and the search conditions such as the reference date and the branch code to be inquired in the inquiry possible page 121 of the second frame 120 are input. When the information is received from the database of the host server according to the conditions, the search result is classified into items such as unsent, multiple settlement, unattended sweetness ratio, and the like, and is classified by period and the number of unsent documents and the undelivered rate are output.

As described above, according to the present invention, the status of the unsent or incomplete slip as of the reference date can be inquired by period. Therefore, the terminal of the financial institution can be inquired by the holding period for the unsent and incomplete documents, and systematic follow-up management for long-term incomplete documents is possible.

While the invention has been described in connection with what is presently considered to be the most practical and preferred embodiment, it is to be understood that the invention is not limited to the disclosed embodiments. Such changes and modifications are intended to fall within the scope of the present invention unless they depart from the scope of the present invention. Accordingly, the scope of the present invention should be determined by the following claims.

10a, 10b ..... barcode reader 20 ..... imaging means
30 ..... Host Server 40 ..... Branch Computer
110 ..... 1st frame 120 ..... 2nd frame
121 ..... Viewable page 122 ..... View result page

Claims (6)

A barcode reader of a sales office and a centralization center that scans the barcode of a document on which a barcode capable of identifying a kind thereof is printed;
Imaging processing means of a centralization center for imaging the document to form computerized data of the document;
Receive the bar code data scanned from the barcode reader and compare with each other, receive the computerized data from the imaging processing means, classify and list by document type and store it in the database, and manage the computer requested by the sales office computer A host server of a centralization center for extracting information and transmitting the extracted information to the branch computer; And
And a computer of a sales office for requesting search data input by a person in charge to the host server and receiving the request data from the host server. The method of claim 1,
The barcode printed on the document is printed for each document type including a deposit slip, a payment slip, a public slip, a foreign currency deposit slip, a foreign exchange payment slip, and a foreign currency public slip. The document management system, characterized in that to recognize the bar code data and classify the computer data by the type of the document. The method of claim 1,
The computer of the said store,
The document management system, characterized in that for extracting the information associated with the document from the database in the state connected to the database built in the host server in real time. The method of claim 1,
The computer of the said store,
A first frame providing a menu of items relating to a receiving sales support service including the status of unsent and incomplete vouchers;
And displaying a second frame for setting conditions to inquire about the item selected in the first frame and outputting an inquiry result according to the set condition. 5. The method of claim 4,
Wherein the second frame comprises:
A viewable page for inputting detailed conditions including an inquiry reference date, a branch code, a business division, an inquiry division, and an output division for the unsent and returned status table selected in the first frame;
And a query result page for outputting an inquiry result corresponding to the conditions input from the queryable page. The method of claim 5,
The search result page,
Document management system, characterized in that for outputting the status of the unsent or incomplete documents as of the base date by period.

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