TWM631953U - Marketing system - Google Patents

Marketing system Download PDF

Info

Publication number
TWM631953U
TWM631953U TW111205511U TW111205511U TWM631953U TW M631953 U TWM631953 U TW M631953U TW 111205511 U TW111205511 U TW 111205511U TW 111205511 U TW111205511 U TW 111205511U TW M631953 U TWM631953 U TW M631953U
Authority
TW
Taiwan
Prior art keywords
data
customer
tax
matching
user
Prior art date
Application number
TW111205511U
Other languages
Chinese (zh)
Inventor
沈家宇
白仁豪
Original Assignee
第一商業銀行股份有限公司
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by 第一商業銀行股份有限公司 filed Critical 第一商業銀行股份有限公司
Priority to TW111205511U priority Critical patent/TWM631953U/en
Publication of TWM631953U publication Critical patent/TWM631953U/en

Links

Images

Abstract

一種行銷系統,用於:接收一來自一使用端且相關於一行銷活動的報名請求;根據該報名請求所包含的一身份識別資料,判斷預先儲存的一稅務資料集合中是否存在一筆包括有該身份識別資料的匹配稅務申報資料;在判斷結果為肯定的情況下,准予該報名請求,並將該身份識別資料加入該參與者清單,在判斷結果為否定的情況下,拒絕該報名請求;在該身份識別資料被作為一得獎者身份識別資料的情況下,根據該匹配稅務申報資料執行一相關於該行銷活動及一客戶的稅務申報程序。A marketing system for: receiving a registration request from a user and related to a marketing activity; according to an identification data included in the registration request, to determine whether there is a pre-stored tax data collection that includes the The matching tax declaration data of the identification information; if the judgment result is positive, the registration request will be approved, and the identification information will be added to the list of participants; if the judgment result is negative, the registration request will be rejected; In the case that the identification information is used as a winner identification information, a tax declaration procedure related to the marketing activity and a customer is performed according to the matching tax declaration information.

Description

行銷系統Marketing system

本新型是有關於一種行銷系統,特別是指一種適用於輔助進行行銷活動的行銷系統。 The new model relates to a marketing system, especially a marketing system suitable for assisting in marketing activities.

在現代社會中,若營業機構舉辦有獎品的行銷活動(例如抽獎,或者是有提供獎品的競技及競賽等),則需依法在確定得獎者後,依據獎品價值替得獎者進行稅務申報。然而,若得獎者的人數眾多,又或者營業機構時常舉辦行銷活動,則營業機構便需支出較高的時間及人力成本來進行稅務申報的作業。 In modern society, if the business organization organizes marketing activities with prizes (such as lottery draws, or competitions and competitions with prizes), it is necessary to make tax declarations for the winners according to the value of the prizes after determining the winners according to the law. . However, if the number of winners is large, or if the business organization often holds marketing activities, the business organization will need to spend relatively high time and labor costs for tax declaration operations.

因此,如何降低舉辦行銷活動所致之稅務申報作業成本,便成為一個值得探討之議題。 Therefore, how to reduce the cost of tax declaration operations caused by holding marketing activities has become a topic worthy of discussion.

因此,本新型之目的,便在於提供一種有利於降低舉辦行銷活動所致之稅務申報作業成本的行銷系統。 Therefore, the purpose of the present invention is to provide a marketing system that is beneficial to reduce the cost of tax declaration operations caused by holding marketing activities.

本新型行銷系統適用於供一使用端電連接,該行銷系統包含一處理單元及一與該處理單元電連接的儲存單元,該儲存單 元儲存有一相關於一個行銷活動的參與者清單及一稅務資料集合。該處理單元用於:接收一來自該使用端且相關於該行銷活動的報名請求,其中,該報名請求包含一相關於一客戶的身份識別資料;根據該身份識別資料,判斷該稅務資料集合中是否存在一筆包括有該身份識別資料的匹配稅務申報資料;在判斷結果為肯定的情況下,准予該報名請求,並將該身份識別資料加入該參與者清單,在判斷結果為否定的情況下,拒絕該報名請求;在該身份識別資料被作為一得獎者身份識別資料的情況下,根據該匹配稅務申報資料執行一相關於該行銷活動及該客戶的稅務申報程序。 The novel marketing system is suitable for electrical connection with a user end. The marketing system includes a processing unit and a storage unit electrically connected with the processing unit. The storage unit is The metastore has a list of participants associated with a marketing campaign and a collection of tax data. The processing unit is used to: receive a registration request from the user and related to the marketing activity, wherein the registration request includes an identification data related to a customer; according to the identification data, determine whether the tax data set is in the collection Whether there is a matching tax declaration document that includes the identification information; if the judgment result is positive, the registration request will be approved, and the identification information will be added to the participant list; if the judgment result is negative, Reject the registration request; in the event that the identification information is used as a winner identification information, perform a tax declaration procedure related to the marketing campaign and the customer based on the matching tax declaration information.

在本新型行銷系統的一些實施態樣中,該行銷系統還適用於與一儲存有多筆客戶資料的客戶資料庫電連接,每一客戶資料包括一識別資料部分及一對應該識別資料部分的基本資料部分。該匹配稅務申報資料還包括有一對應該身份識別資料的個人資料部分。該處理單元還用於:在判斷該稅務資料集合中是否存在匹配稅務申報資料之後,判斷該等客戶資料中是否存在一筆所包含之識別資料部分與該匹配稅務申報資料之身份識別資料相符,並且符合一提示更新條件的匹配客戶資料,其中,該提示更新條件包含該匹配客戶資料的基本資料部分與該匹配稅務申報資料的個人資料部分不完全相符;當判斷出該等客戶資料中存在符合該提示更新條件的該匹配客戶資料時,產生並傳送一相關於該客戶資料庫的連結 資料至該使用端,其中,該連結資料是用於供該使用端將該客戶資料庫內的該筆匹配客戶資料更新。 In some implementation aspects of the novel marketing system, the marketing system is further adapted to be electrically connected to a customer database storing a plurality of pieces of customer data, each customer data including an identification data part and a pair of identification data parts. Basic information section. The matching tax filing also includes a personal data section with a corresponding identifying information. The processing unit is further configured to: after judging whether there is matching tax declaration data in the tax data set, determine whether there is a portion of the identification data contained in the customer data that matches the identification data of the matching tax declaration data, and Matching customer data that meets a prompt update condition, wherein the prompt update condition includes that the basic data part of the matching customer data does not completely match the personal data part of the matching tax declaration data; Generate and transmit a link related to the customer database when prompted to update the matching customer data of the condition The data is sent to the user, wherein the link data is used for the user to update the matching customer data in the customer database.

本新型之功效在於:該行銷系統在接收到來自該使用端的報名請求後,只有在判定該筆匹配稅務申報資料存在的情況下才會准予該報名請求,並且在該報名請求內之身份識別資料被作為得獎者身份識別資料的情況下根據該匹配稅務申報資料執行相關於該行銷活動的稅務申報程序,如此一來,該行銷系統能確保其本身儲存有每一位活動參與者所對應的稅務申報資料,還能在行銷活動結束後完成相關於得獎者的稅務申報作業,而能有效降低營業機構在行銷活動稅務申報方面的時間及人力成本。 The effect of this new model is: after receiving the registration request from the user, the marketing system will only approve the registration request if it is determined that the matching tax declaration information exists, and the identification information in the registration request In the case of being used as the winner's identification information, the tax declaration procedure related to the marketing activity is carried out according to the matching tax declaration information, so that the marketing system can ensure that it stores the corresponding information of each activity participant. The tax declaration materials can also complete the tax declaration operations related to the winners after the marketing activities, which can effectively reduce the time and labor costs of the business organizations in the tax declaration of marketing activities.

1:行銷系統 1: Marketing system

11:處理單元 11: Processing unit

12:儲存單元 12: Storage unit

D1:參與者清單 D1: List of Participants

D2:稅務資料集合 D2: Collection of tax information

2:使用端 2: Use side

20:使用者 20: User

3:客戶資料庫 3: Customer database

S1~S7:步驟 S1~S7: Steps

本新型之其他的特徵及功效,將於參照圖式的實施方式中清楚地呈現,其中:圖1是一方塊示意圖,示例性地呈現本新型行銷系統之一實施例,以及一適用於與該實施例配合的使用端及客戶資料庫;及圖2是一流程圖,用於示例性地說明該實施例如何實施一稅務作業輔助方法。 Other features and effects of the present invention will be clearly presented in the embodiments with reference to the drawings, wherein: FIG. 1 is a block schematic diagram exemplarily showing an embodiment of the new marketing system, and a The user terminal and the client database matched by the embodiment; and FIG. 2 is a flow chart for exemplarily explaining how the embodiment implements a taxation operation assistance method.

在本新型被詳細描述之前應當注意:若未特別定義,則本專利說明書中所述的「電連接」是泛指多個電子設備/裝置/元件之間透過導電材料彼此相連而實現的「有線電連接」,以及透過無線通訊技術進行單/雙向無線信號傳輸的「無線電連接」。另一方面,本專利說明書中所述的「電連接」也泛指多個電子設備/裝置/元件之間彼此直接相連而形成的「直接電連接」,以及多個電子設備/裝置/元件之間還透過其他電子設備/裝置/元件彼此間接相連而形成的「間接電連接」。 Before the present invention is described in detail, it should be noted: if not specifically defined, the "electrical connection" described in this patent specification generally refers to the "wired connection" between multiple electronic devices/devices/elements connected to each other through conductive materials. electrical connection” and “radio connection” for one-way/two-way wireless signal transmission through wireless communication technology. On the other hand, the "electrical connection" mentioned in this patent specification also generally refers to the "direct electrical connection" formed by directly connecting multiple electronic devices/devices/components to each other, as well as the connection between multiple electronic devices/devices/components. The “indirect electrical connection” is formed by the indirect connection between other electronic equipment/devices/elements.

參閱圖1,本新型行銷系統1之一實施例是由一營業機構所管理。該營業機構在本實施例的應用中可例如為一銀行機構,且該行銷系統1能用來實現由該營業機構透過網路所舉辦的行銷活動(例如:抽獎活動,但並不以此為限)。 Referring to FIG. 1, an embodiment of the novel marketing system 1 is managed by a business organization. In the application of this embodiment, the business organization can be, for example, a banking organization, and the marketing system 1 can be used to realize the marketing activities (for example, a lottery event, but not the case) held by the business organization through the Internet. limit).

更詳細地說,該行銷系統1例如被實施為一台伺服設備,且該行銷系統1包含一處理單元11,以及一電連接該處理單元11的儲存單元12。該處理單元11為一具有資料運算、處理功能的中央處理器,然而,在其他實施例中,該處理單元11亦可被實施為多個中央處理器的組合。該儲存單元12是一用於儲存數位資料的資料儲存裝置,且例如為一硬碟,然而,在其他實施例中,該儲存單元12亦可被實施為不同種類的電腦可讀取記錄媒體,或者是多個電腦可讀取記錄媒體的組合。補充說明的是,在不同的實施例中,該 行銷系統1亦可被實施為多台彼此電連接的伺服設備,而並不以本實施例為限。 More specifically, the marketing system 1 is implemented as a servo device, for example, and the marketing system 1 includes a processing unit 11 and a storage unit 12 electrically connected to the processing unit 11 . The processing unit 11 is a central processing unit with data operation and processing functions. However, in other embodiments, the processing unit 11 can also be implemented as a combination of a plurality of central processing units. The storage unit 12 is a data storage device for storing digital data, and is, for example, a hard disk. However, in other embodiments, the storage unit 12 can also be implemented as different types of computer-readable recording media. Or a combination of multiple computer-readable recording media. It is added that in different embodiments, the The marketing system 1 can also be implemented as a plurality of servo devices that are electrically connected to each other, which is not limited to this embodiment.

該行銷系統1的處理單元11適用於供一使用端2透過網路電連接,且還適用於與一客戶資料庫3電連接。 The processing unit 11 of the marketing system 1 is suitable for electrically connecting a user 2 through a network, and is also suitable for electrically connecting with a customer database 3 .

該使用端2可以是一台歸屬於一使用者20的手機、平板電腦、筆記型電腦或者桌上型電腦,且該使用者20例如是該營業機構的一位客戶。補充說明的是,在本實施例的實際實施態樣中,該處理單元11可以同時供多個分別歸屬不同使用者的使用端2透過網路電連接,然而,為了便於描述,本實施例僅以圖1所示的該使用端2及該使用者20進行說明。 The user 2 may be a mobile phone, a tablet computer, a notebook computer or a desktop computer belonging to a user 20, and the user 20 is, for example, a customer of the business organization. It should be added that, in the actual implementation of this embodiment, the processing unit 11 can be used for multiple users 2 belonging to different users to be electrically connected through the network at the same time. However, for the convenience of description, this embodiment only The user end 2 and the user 20 shown in FIG. 1 are used for description.

該客戶資料庫3例如是由該營業機構所管理的一資料庫伺服器。該客戶資料庫3儲存有多筆客戶資料,且每一客戶資料包括一識別資料部分,以及一對應該識別資料部分的基本資料部分。其中,該識別資料部分例如是該營業機構之一位客戶的身份證字號,但也可被實現為其他能用於指示出對應客戶之身份的唯一性識別資料(例如客戶編號)。該基本資料部分例如包括但不限於對應之客戶的一姓名、一國籍、一戶籍地址及一通訊地址。 The customer database 3 is, for example, a database server managed by the business organization. The customer database 3 stores multiple pieces of customer data, and each customer data includes an identification data part and a pair of basic data parts corresponding to the identification data part. The identification data part is, for example, the ID number of a customer of the business organization, but can also be implemented as other unique identification data (eg, customer number) that can be used to indicate the identity of the corresponding customer. The basic information part includes, but is not limited to, a name, a nationality, a household address and a mailing address of the corresponding customer, for example.

該儲存單元12儲存有一參與者清單D1,以及一稅務資料集合D2。 The storage unit 12 stores a participant list D1 and a tax data set D2.

在本實施例中,該參與者清單D1相關於一個由該營業 機構所主辦且正在開放報名中的行銷活動(例如一個抽獎活動,但不以此為限)。更具體地說,該參與者清單D1是用於記錄已經對該行銷活動報名成功的客戶,也就是用於記錄已對該行銷活動報名成功的活動參與者。 In this embodiment, the participant list D1 is related to a A marketing event sponsored by the institution that is open for registration (such as, but not limited to, a sweepstakes). More specifically, the participant list D1 is used to record customers who have successfully signed up for the marketing activity, that is, used to record the activity participants who have successfully signed up for the marketing activity.

該稅務資料集合D2包含多筆稅務申報資料,且每一稅務申報資料包括一身份識別資料,以及一對應該身份識別資料的個人資料部分。在本實施例中,該身份識別資料例如是一個身份證字號,但也可被實現為其他能用於指示出對應客戶之身份的唯一性識別資料。該個人資料部分例如包括但不限於一姓名、一國籍、一戶籍地址及一通訊地址。 The tax data set D2 includes a plurality of tax declaration data, and each tax declaration data includes an identification data and a pair of personal data parts corresponding to the identification data. In this embodiment, the identification data is, for example, an ID number, but it can also be implemented as other unique identification data that can be used to indicate the identity of the corresponding customer. The personal data part includes, but is not limited to, a name, a nationality, a domicile address and a correspondence address, for example.

進一步地說,在該處理單元11與該使用端2透過網路電連接的情況下,該處理單元11能夠提供一以網頁形式呈現的稅務資料登錄介面至該使用端2顯示。藉此,持有該使用端2的該使用者20便能操作該使用端2在該稅務資料登錄介面輸入其本身的基本資料(例如姓名、國籍、戶籍地址及通訊地址等),從而使該使用端2產生並傳送一筆對應於該使用者20本身的稅務申報資料至該處理單元11。然後,當該處理單元11接收到來自該使用端2且對應於該使用者20的該稅務申報資料時,該處理單元11會將該筆稅務申報資料儲存至該儲存單元12,以使該稅務申報資料被包含在該儲存單元12所儲存的稅務資料集合D2內。此外,藉由該處理單元11將該 稅務資料登錄介面提供至使用端2顯示,該使用者20亦能夠操作該使用端2透過該處理單元11對該稅務資料集合D2進行查詢,藉此確認該行銷系統1中是否已存在有對應於其本身的稅務申報資料。 Further, when the processing unit 11 and the user 2 are electrically connected through a network, the processing unit 11 can provide a tax information login interface in the form of a webpage to the user 2 for display. Thereby, the user 20 holding the user terminal 2 can operate the user terminal 2 to input his own basic information (such as name, nationality, domicile address and mailing address, etc.) The user 2 generates and transmits a tax declaration data corresponding to the user 20 to the processing unit 11 . Then, when the processing unit 11 receives the tax declaration data corresponding to the user 20 from the user 2, the processing unit 11 stores the tax declaration data in the storage unit 12, so that the tax declaration data can be stored in the storage unit 12. The declaration data is contained in the tax data set D2 stored in the storage unit 12 . In addition, by the processing unit 11, the The tax data log-in interface is provided to the user terminal 2 for display, and the user 20 can also operate the user terminal 2 to query the tax data set D2 through the processing unit 11, thereby confirming whether there is a corresponding tax data set in the marketing system 1. its own tax returns.

配合參閱圖2,以下示例性地詳細說明本實施例的該行銷系統1如何實施一稅務作業輔助方法。 Referring to FIG. 2 , how the marketing system 1 of the present embodiment implements a taxation operation assistance method is exemplarily described in detail below.

首先,在步驟S1中,該處理單元11接收一來自該使用端2且相關於該行銷活動的報名請求。其中,該報名請求例如是由該使用端2根據該使用者20的操作所產生並傳送,且該報名請求例如包含一相關於該使用者20的身份識別資料。更具體地說,該身份識別資料在本實施例中是該使用者20的身份證字號,但並不以此為限。 First, in step S1, the processing unit 11 receives a registration request related to the marketing activity from the user 2. The registration request is, for example, generated and transmitted by the user 2 according to the operation of the user 20 , and the registration request includes, for example, identification information related to the user 20 . More specifically, the identification data is the ID number of the user 20 in this embodiment, but it is not limited thereto.

在該處理單元11接收到該報名請求後,流程進行至步驟S2。 After the processing unit 11 receives the registration request, the flow proceeds to step S2.

在步驟S2中,一旦該處理單元11接收到該報名請求,該處理單元11根據該報名請求中的該身份識別資料,判斷該稅務資料集合D2所包含的所有該等稅務申報資料中,是否存在其中一筆包括有該身份識別資料的匹配稅務申報資料。 In step S2, once the processing unit 11 receives the registration request, the processing unit 11 determines, according to the identification data in the registration request, whether there is any tax declaration data included in the tax data set D2 One of them includes matching tax filings with that identifier.

具體來說,若該處理單元11判斷出該稅務資料集合D2中存在包括有相同身份識別資料的匹配稅務申報資料(亦即判斷結果為肯定),便代表在該處理單元11接收到該報名請求之前(也就 是該使用端2傳送該報名請求至該處理單元11之前),該使用者20就已曾利用該使用端2或其他電子裝置在該行銷系統1中登錄過其本身的稅務相關資料。在此情況下,流程進行至步驟S3。 Specifically, if the processing unit 11 determines that the tax data set D2 contains matching tax declaration data including the same identification data (that is, the determination result is positive), it means that the processing unit 11 receives the registration request before (that is, Before the user 2 transmits the registration request to the processing unit 11), the user 20 has already registered his own tax-related information in the marketing system 1 by using the user 2 or other electronic devices. In this case, the flow proceeds to step S3.

反之,若該處理單元11判斷出該稅務資料集合D2中並不存在匹配稅務申報資料(亦即判斷結果為否定),則代表該使用者20並未在該行銷系統1中登錄過其本身的稅務相關資料。在此情況下,流程則進行至步驟S4。 On the contrary, if the processing unit 11 determines that there is no matching tax declaration data in the tax data set D2 (ie, the determination result is negative), it means that the user 20 has not registered his own data in the marketing system 1 . Tax related information. In this case, the flow proceeds to step S4.

在接續於步驟S2之後的步驟S3中,一旦該處理單元11判斷出該稅務資料集合D2中存在該筆匹配稅務申報資料,該處理單元11准予該報名請求,並將相關於該使用者20的身份識別資料(在本實施例中是以該使用者20的身份證字號為例)加入該參與者清單D1,以使得相關於該使用者20的身份識別資料被包含在該參與者清單D1之內。如此,便完成了該使用者20對該行銷活動的報名。特別說明的是,該處理單元11只有在判定該筆匹配稅務申報資料存在的情況下,才會准予該報名請求並將該使用者20的身份識別資料加入該參與者清單D1,藉此,對於該行銷活動,本實施例能確保該儲存單元12中儲存有每一位活動參與者所對應的稅務申報資料。在該處理單元11將該使用者20的身份識別資料加入該參與者清單D1後,流程進行至步驟S5。 In step S3 following step S2, once the processing unit 11 determines that the matching tax declaration data exists in the tax data set D2, the processing unit 11 approves the registration request, and sends the relevant information to the user 20. The identification information (in this embodiment, the ID number of the user 20 is taken as an example) is added to the participant list D1, so that the identification information related to the user 20 is included in the participant list D1 Inside. In this way, the user 20's registration for the marketing campaign is completed. In particular, the processing unit 11 will only approve the registration request and add the identification data of the user 20 to the participant list D1 only when it is determined that the matching tax declaration data exists. For the marketing activity, this embodiment can ensure that the storage unit 12 stores the tax declaration data corresponding to each activity participant. After the processing unit 11 adds the identification data of the user 20 to the participant list D1, the process proceeds to step S5.

在接續於步驟S2之後的步驟S4中,一旦該處理單元11 判斷出該稅務資料集合D2中並不存在匹配稅務申報資料,該處裡單元拒絕該報名請求,並例如產生一登錄提示訊息,且將該登錄提示訊息傳送至該使用端2,以供該使用端2將該登錄提示訊息顯示給使用者20參考。其中,該登錄提示訊息例如是用於提示使用者20透過該稅務資料登錄介面登錄其本身的稅務相關資料,來獲得該行銷活動的參與資格。也就是說,若該處理單元11判斷出該稅務資料集合D2中並不存在對應於該使用者20的稅務申報資料,該處理單元11便不會接受該使用者20對該行銷活動的報名,也不會將該使用者20的身份識別資料加入該參與者清單D1。在該處裡單元拒絕該報名請求並將該登錄提示訊息傳送至該使用端2後,本實施例的稅務作業輔助方法結束。 In step S4 following step S2, once the processing unit 11 It is judged that there is no matching tax declaration data in the tax data set D2, the processing unit rejects the registration request, and for example generates a login prompt message, and transmits the login prompt message to the user 2 for the use The terminal 2 displays the login prompt message to the user 20 for reference. The login prompt message is, for example, used to prompt the user 20 to log in his own tax-related information through the tax information login interface to obtain the qualification to participate in the marketing activity. That is to say, if the processing unit 11 determines that there is no tax declaration data corresponding to the user 20 in the tax data set D2, the processing unit 11 will not accept the user 20's registration for the marketing activity. Nor will the identification information of the user 20 be added to the participant list D1. After the processing unit rejects the registration request and transmits the login prompt message to the user 2, the taxation operation assistance method of this embodiment ends.

在接續於步驟S3之後的步驟S5中,該處理單元11根據該匹配稅務申報資料中的身份識別資料,判斷該客戶資料庫3所儲存的所有該等客戶資料中,是否存在其中一筆所包含之識別資料部分與該匹配稅務申報資料之身份識別資料相符,並且還符合一提示更新條件的匹配客戶資料。而且,對於該匹配客戶資料,該提示更新條件代表該匹配客戶資料的基本資料部分與該匹配稅務申報資料的個人資料部分不完全相符。 In step S5 following step S3, the processing unit 11 determines, according to the identification data in the matching tax declaration data, whether there is any one of the customer data stored in the customer data base 3, whether there is any The identification information part matches the identification information of the matching tax declaration information, and also meets the matching customer information of a prompt update condition. Moreover, for the matched customer data, the prompt update condition represents that the basic data part of the matched customer data does not exactly match the personal data part of the matched tax declaration data.

具體舉一例來說,假設該匹配稅務申報資料的個人資料部分為「A123456789」,則若該客戶資料庫3中有其中一筆客 戶資料的識別資料部分亦為「A123456789」,則所述的該其中一筆客戶資料便會被該處理單元11作為本實施例的該匹配客戶資料(也就是對應於該使用者20的客戶資料)。進一步地,假設該匹配客戶資料的基本資料部分與該匹配稅務申報資料的個人資料部分並未完全相同(例如兩者的「通訊地址」彼此不同),則該匹配客戶資料便會被該處理單元11判定為符合該提示更新條件。更明確地說,若該客戶資料庫3中存在該筆匹配客戶資料,代表該使用者20屬於該營業機構(在本實施例中以銀行機構為例)的一本行客戶,而若該匹配客戶資料符合該提示更新條件,則代表該匹配客戶資料的基本資料部分可能已經與該使用者20的實際情況不符,而可能需被更新。 For example, assuming that the personal data part of the matching tax declaration data is "A123456789", if there is one customer in the customer database 3 If the identification data part of the user data is also “A123456789”, then the one of the above-mentioned customer data will be used by the processing unit 11 as the matching customer data (that is, the customer data corresponding to the user 20) in this embodiment. . Further, assuming that the basic data part of the matching customer data and the personal data part of the matching tax declaration data are not exactly the same (for example, the "correspondence addresses" of the two are different from each other), the matching customer data will be processed by the processing unit. 11 It is determined that the prompt update condition is met. More specifically, if the matching customer data exists in the customer database 3, it means that the user 20 belongs to a bank customer of the business institution (taking a banking institution as an example in this embodiment), and if the matching customer data If the customer data meets the prompt update condition, it means that the basic data part of the matched customer data may have been inconsistent with the actual situation of the user 20 and may need to be updated.

補充說明的是,雖然該等客戶資料在本實施例中是被儲存在該客戶資料庫3,但是,在不同的實施態樣中,該等客戶資料也可以是被儲存在該儲存單元12,如此一來,該處理單元11便無需與該客戶資料庫3電連接。 It should be added that although the customer data are stored in the customer database 3 in this embodiment, in different implementations, the customer data may also be stored in the storage unit 12 . In this way, the processing unit 11 does not need to be electrically connected with the customer database 3 .

若該處理單元11判斷出該客戶資料庫3中存在符合該提示更新條件的匹配客戶資料(亦即判斷結果為肯定),流程進行至步驟S6。而若該處理單元11判斷出該客戶資料庫3中並不存在匹配客戶資料,或者是該匹配客戶資料雖然存在但並未符合該提示更新條件(亦即判斷結果為否定),流程則進行至步驟S7。 If the processing unit 11 determines that there is matching customer data in the customer database 3 that meets the prompt update condition (ie, the judgment result is positive), the process proceeds to step S6. If the processing unit 11 determines that there is no matching customer data in the customer database 3, or the matching customer data exists but does not meet the prompt update condition (that is, the judgment result is negative), the process proceeds to Step S7.

在接續於步驟S5之後的步驟S6中,一旦該處理單元11判斷出該匹配客戶資料存在且符合該提示更新條件,該處理單元11產生一相關於該客戶資料庫3的連結資料,並將該連結資料傳送至該使用端2,以供該使用端2將該連結資料顯示。更具體地說,該連結資料例如為一個以超連結(Hyperlink)形式呈現的網址,並且,當該使用端2顯示該連結資料,且該連結資料受到使用者20的點選時,該使用端2例如能藉由該連結資料透過網路與該客戶資料庫3建立通訊電連接。如此一來,該使用端2便能根據該使用者20的操作讀取該客戶資料庫3所儲存的該筆匹配客戶資料,並根據該使用者20的操作對該匹配客戶資料的基本資料部分進行更新。換句話說,該使用者20能夠藉由該連結資料而操作該使用端2對該客戶資料庫3中之該筆匹配客戶資料的基本資料部分進行編輯。 In step S6 following step S5, once the processing unit 11 determines that the matching customer data exists and meets the prompt update condition, the processing unit 11 generates a link data related to the customer data base 3, and sends the The link data is sent to the user terminal 2 for the user terminal 2 to display the link data. More specifically, the link data is, for example, a website in the form of a hyperlink, and when the user terminal 2 displays the link data and the link data is clicked by the user 20, the user terminal 2 For example, a communication connection can be established with the customer database 3 through the network by means of the link data. In this way, the user 2 can read the matching customer data stored in the customer database 3 according to the operation of the user 20 , and can read the basic data part of the matching customer data according to the operation of the user 20 . to update. In other words, the user 20 can operate the client 2 to edit the basic data part of the matched customer data in the customer database 3 by using the link data.

值得一提的是,由於本實施例的該處理單元11只有在該使用者20已登錄過稅務相關資料的情況下(亦即該儲存單元12中存在對應該使用者20之匹配稅務申報資料的情況下),才會准予該報名請求而接受該使用者20對該行銷活動的報名,藉此,本實施例能利用客戶為了報名行銷活動而登錄的稅務相關資料確認該客戶資料庫3中的匹配客戶資料是否與該使用者20所登錄的稅務相關資料(即該匹配稅務申報資料中的個人資料部分)是否一致,而能順道判斷該客戶資料庫3中的匹配客戶資料是否有可能需被更新, 並在判斷結果為肯定時主動提供便於客戶更新其基本資料的連結資料至該使用端2,而有助於維持該等客戶資料的正確性及有效性。 It is worth mentioning that, because the processing unit 11 in this embodiment is only in the case that the user 20 has already logged in the tax-related data (that is, the storage unit 12 has a matching tax declaration data corresponding to the user 20 ). case), the registration request will be granted and the registration of the marketing activity by the user 20 will be accepted, whereby the present embodiment can use the tax-related information logged by the client to register for the marketing activity to confirm the information in the client database 3 Whether the matching customer data is consistent with the tax-related data registered by the user 20 (that is, the personal data part of the matching tax declaration data), so as to determine whether the matching customer data in the customer database 3 may need to be renew, And when the judgment result is affirmative, it will proactively provide link data that facilitates customers to update their basic data to the user terminal 2, thereby helping to maintain the correctness and effectiveness of the customer data.

在該處理單元11將該連結資料傳送至該使用端2後,流程進行至步驟S7。 After the processing unit 11 transmits the link data to the user 2, the flow proceeds to step S7.

在接續於步驟S5或步驟S6之後的步驟S7中,在該參與者清單D1內之該身份識別資料(即步驟S1中被包含於該報名請求內的該身份識別資料,在本實施例中為該使用者20的身份證字號)被作為一得獎者身份識別資料的情況下,當一被預先設定好的申報時間點到達時,該處理單元11根據該匹配稅務申報資料自動地執行一相關於該行銷活動及該使用者20的稅務申報程序。 In step S7 following step S5 or step S6, the identification information in the participant list D1 (that is, the identification information included in the registration request in step S1, in this embodiment is In the case where the ID number of the user 20 is used as a winner's identification information, when a preset reporting time point arrives, the processing unit 11 automatically executes a relevant tax declaration according to the matching tax declaration information on the marketing campaign and the user 20's tax reporting process.

更具體地說,若該使用者20是該行銷活動的得獎者,則該身份識別資料便會被手動或自動地設定為該得獎者身份識別資料。另一方面,該處理單元11執行該稅務申報程序的方式,例如包含將該匹配稅務申報資料匯入一預先儲存好的稅務申報文件模板,以使得該匹配稅務申報資料中的身份識別資料、姓名、國籍、戶籍地址及通訊地址分別被填入該稅務申報文件模板所具有的多個欄位,從而產生一對應於該使用者20的稅務申報檔案,並且,該處理單元11例如是在該申報時間點到達時,根據該稅務申報檔案與一由該營業機構所管理的帳務系統主機(圖未示出)共同配合而執行該稅務申報檔案的稅務申報作業並記錄申報結果。如此一來,該 行銷系統1能夠在該行銷活動結束後自動完成相關於得獎者的稅務申報作業,而有助於降低該營業機構在行銷活動稅務申報方面的時間及人力成本。補充說明的是,該處理單元11與帳務系統主機共同配合而執行稅務申報作業的細節並非本專利的技術重點,故不過度詳述。 More specifically, if the user 20 is the winner of the marketing campaign, the identification information will be manually or automatically set as the winner identification information. On the other hand, the manner in which the processing unit 11 executes the tax declaration procedure includes, for example, importing the matching tax declaration data into a pre-stored tax declaration document template, so that the identification information, name and name in the matching tax declaration data , nationality, household registration address and mailing address are respectively filled in the multiple fields of the tax declaration document template, thereby generating a tax declaration file corresponding to the user 20, and the processing unit 11 is, for example, in the declaration When the time point arrives, according to the tax filing file and an accounting system host (not shown) managed by the business organization, the tax filing operation of the tax filing file is performed and the filing result is recorded. As such, the The marketing system 1 can automatically complete the tax declaration operations related to the winners after the marketing activities, thereby helping to reduce the time and labor costs of the business organization in the tax declaration of the marketing activities. It is added that the details of the tax declaration operation performed by the processing unit 11 in cooperation with the mainframe of the accounting system are not the technical focus of this patent, so they will not be described in excessive detail.

在該處理單元11執行該稅務申報程序後,本實施例的稅務作業輔助方法結束。 After the processing unit 11 executes the tax declaration procedure, the tax work assistance method of this embodiment ends.

以上即為本實施例之行銷系統1如何實施該稅務作業輔助方法的示例說明。 The above is an example description of how the marketing system 1 of the present embodiment implements the tax operation assistance method.

應當理解的是,本實施例的步驟S1至步驟S7及圖2的流程圖僅是用於示例說明本新型稅務作業輔助方法的其中一種可實施方式。即便將步驟S1至步驟S7進行合併、拆分或順序調整,若合併、拆分或順序調整之後的流程與本實施例相比係以實質相同的方式達成實質相同的功效,便仍屬於本新型稅務作業輔助方法的可實施態樣。 It should be understood that, steps S1 to S7 in this embodiment and the flowchart of FIG. 2 are only used to illustrate one of the possible implementations of the new taxation operation assistance method of the present invention. Even if steps S1 to S7 are merged, split or sequence adjusted, if the process after the merge, split or sequence adjustment achieves substantially the same effect in substantially the same way compared to the present embodiment, it still belongs to the present invention. Implementation aspects of the tax work assistance method.

舉例來說,在類似的實施態樣中,步驟S5及步驟S6也可以被調整為在步驟S2及步驟S3之間進行,或者,步驟S5及步驟S6也可以是在步驟S2的判斷結果為是之後,與步驟S3及步驟S7獨立地同時進行,又或者,步驟S5及步驟S6也可以是在該處理單元11從該使用端2接收到該匹配稅務申報資料時即時地進行,換言 之,步驟S5及步驟S6也可以不被包含在該稅務作業輔助方法內,而使得流程在圖2的步驟S3結束後直接進行至步驟S7。因此,本實施例的步驟S1至步驟S7及圖2的流程圖並非用於限制本新型的可實施範圍。 For example, in a similar implementation, steps S5 and S6 can also be adjusted to be performed between steps S2 and S3, or, steps S5 and S6 can also be determined when the result of step S2 is yes Afterwards, steps S3 and S7 are performed independently and simultaneously, or, alternatively, steps S5 and S6 may also be performed immediately when the processing unit 11 receives the matching tax declaration data from the user 2, in other words In addition, steps S5 and S6 may not be included in the taxation work assistance method, and the flow directly proceeds to step S7 after the end of step S3 in FIG. 2 . Therefore, the steps S1 to S7 in this embodiment and the flowchart in FIG. 2 are not intended to limit the applicable scope of the present invention.

綜上所述,藉由實施該稅務作業輔助方法,本實施例的行銷系統1在接收到來自該使用端2的報名請求後,只有在判定該筆匹配稅務申報資料存在的情況下才會准予該報名請求,並且在該報名請求內之身份識別資料被作為得獎者身份識別資料的情況下自動根據該匹配稅務申報資料執行相關於該行銷活動及該使用者20的稅務申報程序,如此一來,本實施例不但能確保該儲存單元12中儲存有每一位活動參與者所對應的稅務申報資料,還能在該行銷活動結束後自動完成相關於得獎者的稅務申報作業,而能有效降低該營業機構在行銷活動稅務申報方面的時間及人力成本,故確實能達成本新型之目的。此外,本實施例還能利用客戶為了報名行銷活動而登錄的稅務相關資料確認該客戶資料庫3中的匹配客戶資料是否與該使用者20所登錄的稅務相關資料是否一致,而能順道判斷該客戶資料庫3中的匹配客戶資料是否有可能需被更新,並在判斷結果為肯定時主動提供便於客戶更新其基本資料的連結資料至該使用端2,而有助於維持該等客戶資料的正確性及有效性。 To sum up, by implementing the tax operation assistance method, after the marketing system 1 of the present embodiment receives the registration request from the user 2, it will only grant the application if it is determined that the matching tax declaration information exists. the registration request, and in the case where the identification information in the registration request is used as the winner's identification information, the tax declaration procedure related to the marketing campaign and the user 20 is automatically performed according to the matching tax declaration information, such that a The present embodiment not only ensures that the storage unit 12 stores the tax declaration data corresponding to each activity participant, but also automatically completes the tax declaration operation related to the winners after the marketing activity ends. Effectively reduce the time and labor cost of the business organization in the tax declaration of marketing activities, so it can indeed achieve the purpose of this new model. In addition, the present embodiment can also use the tax-related data logged by the customer to register for the marketing activity to confirm whether the matching customer data in the customer database 3 is consistent with the tax-related data registered by the user 20 , so that it can be judged by the way. Whether the matching customer data in the customer database 3 may need to be updated, and when the judgment result is positive, it will proactively provide link data that facilitates customers to update their basic data to the user terminal 2, thereby helping to maintain the integrity of the customer data. correctness and validity.

惟以上所述者,僅為本新型之實施例而已,當不能以 此限定本新型實施之範圍,凡是依本新型申請專利範圍及專利說明書內容所作之簡單的等效變化與修飾,皆仍屬本新型專利涵蓋之範圍內。 However, the above is only an embodiment of the present invention, and should not be used as a This limits the scope of the implementation of this new model, and all simple equivalent changes and modifications made according to the scope of the patent application for this new model and the contents of the patent specification are still within the scope of this new model patent.

1:行銷系統 1: Marketing system

11:處理單元 11: Processing unit

12:儲存單元 12: Storage unit

D1:參與者清單 D1: List of Participants

D2:稅務資料集合 D2: Collection of tax information

2:使用端 2: Use side

20:使用者 20: User

3:客戶資料庫 3: Customer database

Claims (2)

一種行銷系統,適用於供一使用端電連接,該行銷系統包含: 一處理單元;及 一儲存單元,與該處理單元電連接,儲存有一相關於一個行銷活動的參與者清單及一稅務資料集合; 其中,該處理單元用於: 接收一來自該使用端且相關於該行銷活動的報名請求,其中,該報名請求包含一相關於一客戶的身份識別資料; 根據該身份識別資料,判斷該稅務資料集合中是否存在一筆包括有該身份識別資料的匹配稅務申報資料; 在判斷結果為肯定的情況下,准予該報名請求,並將該身份識別資料加入該參與者清單,在判斷結果為否定的情況下,拒絕該報名請求;及 在該身份識別資料被作為一得獎者身份識別資料的情況下,根據該匹配稅務申報資料執行一相關於該行銷活動及該客戶的稅務申報程序。A marketing system is suitable for being electrically connected to a user. The marketing system comprises: a processing unit; and a storage unit, which is electrically connected to the processing unit and stores a list of participants related to a marketing activity and a collection of tax data ; wherein, the processing unit is used to: receive a registration request from the user and related to the marketing activity, wherein the registration request includes an identification information related to a customer; according to the identification information, determine the tax Whether there is a matching tax declaration document including the identification information in the data collection; if the judgment result is positive, the registration request is approved, and the identification information is added to the participant list, if the judgment result is negative , reject the registration request; and in the case where the identification information is used as a winner identification information, perform a tax declaration procedure related to the marketing campaign and the customer based on the matching tax declaration information. 如請求項1所述的行銷系統,還適用於與一儲存有多筆客戶資料的客戶資料庫電連接,每一客戶資料包括一識別資料部分及一對應該識別資料部分的基本資料部分;其中: 該匹配稅務申報資料還包括有一對應該身份識別資料的個人資料部分; 該處理單元還用於: 在判斷該稅務資料集合中是否存在匹配稅務申報資料之後,判斷該等客戶資料中是否存在一筆所包含之識別資料部分與該匹配稅務申報資料之身份識別資料相符,並且符合一提示更新條件的匹配客戶資料,其中,該提示更新條件包含該匹配客戶資料的基本資料部分與該匹配稅務申報資料的個人資料部分不完全相符;及 當判斷出該等客戶資料中存在符合該提示更新條件的該匹配客戶資料時,產生並傳送一相關於該客戶資料庫的連結資料至該使用端,其中,該連結資料是用於供該使用端將該客戶資料庫內的該筆匹配客戶資料更新。The marketing system according to claim 1 is further adapted to be electrically connected to a customer database storing multiple pieces of customer data, each customer data including an identification data part and a pair of basic data parts corresponding to the identification data part; wherein : The matching tax declaration data also includes a pair of personal data parts corresponding to the identification data; the processing unit is also used to: After judging whether there is matching tax declaration data in the tax data set, determine whether there is a certain amount in the customer data The identification data part contained matches the identification data of the matching tax filing data, and the matching customer data that complies with a prompt update condition, wherein the prompt update condition includes the basic data part of the matching customer data and the matching tax filing data The part of personal data does not exactly match; and when it is determined that there is the matching customer data in the customer data that meets the prompt update condition, generate and transmit a link data related to the customer database to the user, wherein, The link data is used by the consumer to update the matched customer data in the customer database.
TW111205511U 2022-05-26 2022-05-26 Marketing system TWM631953U (en)

Priority Applications (1)

Application Number Priority Date Filing Date Title
TW111205511U TWM631953U (en) 2022-05-26 2022-05-26 Marketing system

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
TW111205511U TWM631953U (en) 2022-05-26 2022-05-26 Marketing system

Publications (1)

Publication Number Publication Date
TWM631953U true TWM631953U (en) 2022-09-11

Family

ID=84613543

Family Applications (1)

Application Number Title Priority Date Filing Date
TW111205511U TWM631953U (en) 2022-05-26 2022-05-26 Marketing system

Country Status (1)

Country Link
TW (1) TWM631953U (en)

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI819629B (en) * 2022-05-26 2023-10-21 第一商業銀行股份有限公司 Marketing system and tax operation assistance methods

Cited By (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
TWI819629B (en) * 2022-05-26 2023-10-21 第一商業銀行股份有限公司 Marketing system and tax operation assistance methods

Similar Documents

Publication Publication Date Title
US9152818B1 (en) Managing authentication based on contacting a consumer as soon as the consumer has performed an authentication operation
US8073755B2 (en) Method for online account opening
CN1602601B (en) Methods and computer systems for processing and issuance of digital certificates
CN107918913A (en) Banking processing method, device and system
US20070220003A1 (en) System and method for collecting and/or managing data for remote service providers
US20100005520A1 (en) Personal area social networking
US20140041006A1 (en) Secure messaging center
KR20130141718A (en) Multiple party benefit from an online authentication service
US20140244451A1 (en) E-commerce transaction verification system and method
US20120173251A1 (en) Method and apparatus for enrolling a customer in a service while providing limited required personal information
CN101136909A (en) Method and system for checking user real identification using communication network
TWM631953U (en) Marketing system
US20190295083A1 (en) The method for executing a digital value transfer transaction and the digital value transfer system for its implementation
KR20170136180A (en) System for providing reliability score of internet service member and method therefor
US20140351032A1 (en) Name Based Customer Referral System
JP2016181171A (en) Information processing apparatus, system, method, and program
US20100325297A1 (en) Apparatus, system, and method for facilitating electronic communication and privacy of electronic records based on a personal contact
US20180218465A1 (en) Service To Identify Class Action Settlements For Which A User Is A Class Member And Assist The User In Obtaining Settlement Damages
TWI819629B (en) Marketing system and tax operation assistance methods
US20180063110A1 (en) Methods and systems for generating a user profile
TWM614824U (en) System of querying telecom server and using telecom server to verify identity
JP2008046733A (en) Method for providing personal attribute information, control server and program
TWM598451U (en) Mobile phone number interbank transfer system
CN113537915A (en) Project evaluation system, method and storage medium
JP6851714B2 (en) Calling device and calling program

Legal Events

Date Code Title Description
GD4K Issue of patent certificate for granted utility model filed before june 30, 2004