TWM624359U - Customized digital form information service system for bank corporate customers - Google Patents

Abstract

The new model discloses a customized digital form information service system for bank enterprise customers, comprising an enterprise customer management module, an enterprise customer transaction module and a digital form management module. The enterprise customer management module is used for applying and storing customized digital form information service requirements for enterprise customers, and the customized digital form information service requirements can optionally specify a plurality of enterprise customer management systems. Then, when the enterprise client transaction module designated by the enterprise client generates transaction information, the transaction information and a plurality of related information are sent to the enterprise client management module. Then, through the digital form management module, a customized digital form is generated according to all transaction information stored by the enterprise customer management module within a specified condition, and output to the enterprise customer management system.

Description

Customized digital form information service system for bank corporate customers

The utility model belongs to the field of electronic digital data processing, in particular to an information service system capable of transmitting a customized digital form to an enterprise customer management system.

At present, after the corporate customer goes to the bank to complete the business, the staff will give the paper transaction information to the corporate customer. After the corporate customer returns to the company, it will be manually entered into the system of the corporate customer company for file creation. The way to swipe the passbook to confirm the transaction details and account balance. In addition, most corporate customers deal with many accounts in one day. When the corporate customers return to the company and check the accounts manually, the accounts may be confused or missed. Therefore, the paper transaction data has a certain degree of influence on the correctness of corporate customers when they create files in their own company systems. For this reason, we propose an information service system that can send customized digital forms in real time, and this customized Digital forms are compatible with a variety of enterprise customer management systems.

The purpose of the present invention is to provide a customized digital form information service system for bank corporate customers, so as to solve the problem of incorrect input of corporate customer financial data in the prior art. In addition, it can also meet the needs of corporate customers, and can schedule the time of data transmission in real time or at a specified time period, so that corporate customers can check account data and transaction documents according to the needs of each company.

In order to achieve the above purpose, the present invention provides the following technical solutions: a customized digital form information service system for bank enterprise customers includes an enterprise customer management module, an enterprise customer transaction module and a digital form management module. The enterprise customer management module is used for applying and storing customized digital form information service requirements for enterprise customers, wherein, the above-mentioned customized form information service requirements can selectively specify a plurality of enterprise customer transaction systems. The corporate customer transaction module signal is connected to the above-mentioned corporate customer management module. When the corporate customer management system designated by the corporate customer generates a transaction message, the above-mentioned transaction message and a plurality of related messages are sent to the corporate customer management module. The digital form management module generates a customized digital form according to all the above-mentioned transaction information stored in the above-mentioned enterprise management module within specified conditions, and outputs the customized digital form to the above-mentioned enterprise customer management system.

Preferably, the customized digital form information service system for bank corporate customers further includes a digital form signature module and a digital form transmission module. The digital form signature module is used to add an electronic signature to the above-mentioned customized digital form. The digital form transmission module is used for encrypting and transmitting the above-mentioned customized digital form which has been signed and approved by the above-mentioned electronic signature to the enterprise customer management system.

Preferably, the plurality of enterprise customer management systems are Enterprise Resource Planning (Enterprise Resource Planning, Abbreviation: ERP), Supply Chain Management (Supply Chain Management, Abbreviation: SCM), Customer Relationship Management (Client Relationship Management) , abbreviation: CRM) at least one of them.

Preferably, the relevant information includes at least one of transaction reference number, amount, date, negotiation number, exchange rate, Taiwan dollar account number, foreign currency account number, receipt number and transaction amount.

Preferably, the specified condition is to set the data transmission time.

Compared with the prior art, the beneficial effect of the new model is that it can reduce the time for enterprise customers to manually input into the company's financial system and the problem of incorrect corrections, and can obtain account-related information in real time, or arrange according to the needs of enterprise customers. The above-mentioned customized digital form for bank and corporate customers can be sent out after a designated time and encrypted, which can reduce the space for saving paper transaction data and achieve the purpose of reducing paper consumption. In addition, it can also improve the service quality of the bank, reduce the labor cost of the bank staff in sorting out the paper transaction data, and avoid the need for a special person to send the paper transaction data to the corporate client company, which can make better arrangements for human resources.

100: Crew Device

200: Customized digital form information service system for bank corporate customers

210: Enterprise Account Management Module

220: Digital Form Management Module

230: Digital Form Signature Module

240: Digital form transmission module

300: Enterprise customer transaction module

400: Enterprise Customer Management System

S201~S206: Steps

The accompanying drawings are provided so that those skilled in the art to which the present invention pertains may further understand the present invention, and are incorporated in and constitute a part of the description of the present invention. The drawings illustrate exemplary embodiments of the invention, and together with the description of the invention serve to explain the principles of the invention. The following is a brief description of each figure of the new model: FIG. 1 is a functional block diagram of a customized digital form information service system for bank corporate customers according to an embodiment of the present invention; and FIG. 2 is a bank corporate customer according to an embodiment of the present invention. A schematic diagram of the functional flow of the customized digital form information service system.

The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention. Obviously, the described embodiments are only a part of the embodiments of the present invention. not all examples. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without making progressive contributions shall fall within the protection scope of the present invention.

In view of the problems of the prior art, please refer to FIG. 1 . FIG. 1 is a functional block diagram of a system 200 for customized digital form information service for bank corporate customers according to an embodiment of the present invention. The above-mentioned customized digital form information service system 200 for bank corporate customers includes a corporate customer management module 210 , a corporate customer transaction module 300 and a digital form management module 220 . The above-mentioned enterprise customer management module 210 is used for applying and storing customized digital form information service requirements for enterprise customers, wherein the above-mentioned customized digital form information service requirements can selectively specify a plurality of enterprise customer management systems 400 . The above-mentioned enterprise customer transaction module 300 signal is connected to the above-mentioned enterprise customer management module 210, and when the above-mentioned enterprise customer management system 400 designated by the above-mentioned enterprise customer generates a transaction message, the above-mentioned transaction message and a plurality of related information are sent to The above-mentioned enterprise customer management module 210 . The above-mentioned digital form management module 220 generates a customized digital form according to all the above-mentioned transaction information stored in the above-mentioned enterprise customer management module within the specified conditions, and outputs the customized digital form to the above-mentioned enterprise customer management system 400 .

In this embodiment, preferably, the above-mentioned customized digital form information service system 200 for bank corporate customers further includes a digital form signature module 230 and a digital form transmission module 240 . The above-mentioned digital form signature module 230 is used to add an electronic signature to the above-mentioned customized digital form. The digital form transmission module 240 is used for encrypting and transmitting the above-mentioned customized digital form that has signed the above-mentioned electronic signature to the enterprise customer management system 400 .

In this embodiment, preferably, the above-mentioned enterprise customer management system 400 is an enterprise resource planning system (Enterprise Resource Planning, abbreviation: ERP), a supply chain management system (Supply Chain Management, abbreviation: SCM), a customer relationship management system ( At least one of Client Relationship Management, abbreviation: CRM).

In this embodiment, preferably, the above-mentioned plural pieces of related information include at least one of transaction reference number, amount, date, negotiation number, exchange rate, account number in Taiwan currency, account number in foreign currency, document number and transaction amount. For the above-mentioned multiple relevant information, when the enterprise customer applies for the customized digital form service, the customer will be asked to fill in the above-mentioned required relevant information.

In this embodiment, preferably, the above-mentioned specified condition means that the data transmission time can be set according to the needs of the enterprise customer. For example, the date and time of data transmission can be set in accordance with the time of making financial statements of the company of the corporate client, so that it is convenient for the corporate client to check the account information and transaction documents according to the needs of each enterprise.

In addition, please refer to FIG. 2 , which is a schematic diagram of a functional flow of a system 200 for customized digital form information service for corporate customers of a bank according to a new embodiment of the present invention. Step S201 in an embodiment of the present invention is for a corporate client to apply to a bank for a customized digital form information service for corporate clients of the bank. In this service menu, the client selects a plurality of information related to transaction information, such as transaction reference number, transaction Date, bargaining number, exchange rate, account number in Taiwan dollar, account number in foreign currency, receipt number and transaction amount, etc.

Furthermore, in step S202 , the bank clerk inputs and stores a plurality of customized information related to the transaction information of the customer selected from the service menu of the corporate customer through the clerk device 100 into the corporate customer management module 210 . Then, in step S203, when the corporate customer visits the bank or sends a transaction request through an electronic device, and the transaction is successful, the corporate customer management module 210 and the above-mentioned corporate customer management module 210 will receive a transaction message from the corporate customer transaction module 300. and the above-mentioned plurality of related messages are sent to the enterprise customer management module 300 . Next, in step S204, the above-mentioned digital form management module 220 is connected to the above-mentioned enterprise customer management module 210 according to the signal, and all the above-mentioned transaction information and this enterprise are stored in the above-mentioned enterprise customer management module 210 according to the specified conditions. Customized digital form information service for customers The customized digital form is generated according to the service requirements, and in step S205, the above-mentioned customized digital form signature module 230 adds an electronic signature to the above-mentioned customized digital form, and finally, in step S206, through the digital form The transmission module 240 encrypts the above-mentioned customized digital form and transmits it to the above-mentioned enterprise customer management system 400 for the enterprise customer to verify account information and transaction documents.

Based on the above, compared with the prior art, the customized digital form information service system for bank corporate customers provided by the new embodiment can provide customized digital forms in accordance with the needs of corporate customers, so as to reduce errors caused by manual input of data. Problems, or confusion or omissions in accounting when corporate customers process multiple accounting data in one day. On the other hand, this new model provides an encryption mechanism to transmit the customized digital form to ensure the security and privacy of the data. In addition, the customized digital form can be sent in real time or according to the time schedule specified by the enterprise customer. . Overall, the customized digital form information service system for corporate customers of the bank can make it easy for corporate customers to check account information and transaction documents, and banks can also improve service quality and increase corporate customers' dependence on the bank.

Although the embodiments of the present invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made in these embodiments without departing from the principle and spirit of the invention Variations, the scope of the present invention is defined by the appended claims and their equivalents.

100: Crew Device

200: Customized digital form information service system for bank corporate customers

210: Enterprise Account Management Module

220: Digital Form Management Module

230: Digital Form Signature Module

240: Digital form transmission module

300: Enterprise customer transaction module

400: Enterprise Customer Management System

Claims (5)

A customized digital form information service system for bank enterprise customers, comprising a plurality of hardware circuits electrically connected with each other, which are configured into a plurality of modules, and the modules include: an enterprise customer management module, It is used to provide an enterprise customer to apply for and store a customized digital form information service request, wherein the customized digital form information service request can selectively specify a plurality of enterprise customer management systems; an enterprise customer transaction module, a signal Connect the enterprise customer management module, when the enterprise customer management systems designated by the enterprise customer generate a transaction message, send the transaction message and a plurality of related information to the enterprise customer management module; and a digital form management module group, the signal is connected to the enterprise customer management module to generate a customized digital form according to all the transaction information stored by the enterprise customer management module within a specified condition, and output to the enterprise customer. The customized digital form information service system for bank corporate customers as described in claim 1, further comprising: a digital form signature module for adding an electronic signature to the customized digital form; and a digital form The sending module is used for encrypting and sending the customized digital form with the electronic signature signed to the enterprise customer management system. The customized digital form information service system for bank corporate customers as described in claim 1, wherein the corporate customer management systems are Enterprise Resource Planning (ERP), Supply Chain Management (SCM), Customer Relationship Management (CRM) ) at least one of them. The customized digital form information service system for bank corporate customers as described in claim 1, wherein the relevant information includes a transaction reference number, a transaction date, a negotiation number, an exchange rate, a currency account number, a foreign currency account number, At least one kind of information of a receipt number and a transaction amount. The customized digital form information service system for bank enterprise customers as described in claim 1, wherein the specified condition is to set a data transmission time.

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