TWM634871U - Salary transfer business management system - Google Patents

Abstract

The present invention provides a salary transfer business management system, wherein when the processing module is connected by the user device In the salary transfer business application file, the class module updates the decision level information in the salary transfer business application file according to the preferential information and branch information in the salary transfer business application file, so that the process module can set the salary transfer business application file accordingly. Sign-off status information, generate a sign-off status update notification and send it to the manager device corresponding to the sign-off status information; when the processing module receives the approval information or decision confirmation information from the manager device, the process module updates the sign-off accordingly status information and generate an update notification of the approval status, which is sent to another administrator device or user device corresponding to the updated approval status information, so as to achieve the purpose of automatically controlling the review process of the salary transfer business application.

Description

Salary transfer business management system

A management system, especially a salary transfer business management system.

In the existing banking system, the processes of salary account application, modification, Unisys setting and inquiry are still mainly carried out through the paper file operation. When a new customer wants to apply for the salary transfer (hereinafter referred to as salary transfer) business, the applicant, that is, the branch manager, must enter the information, print out the application form, and submit it to the superior supervisor in the form of paper files and manual delivery. Review, pass at least one review supervisor and submit to a decision supervisor, and the decision supervisor will confirm the approval and decision of the salary transfer business application. The paper-based process not only has cumbersome steps but also consumes paper resources. The delivery efficiency depends on the efficiency of the personnel who transfer the files, and there is a risk of loss or wrong delivery during the process. In addition, the rank of the decision-making supervisor is determined according to the preferential conditions of the salary transfer business, and must be judged sequentially by the branch manager or the review supervisor based on the contents of the application form. The procedure was wrong and had to be repeated.

To sum up, the existing salary transfer business application and management process must be further improved.

In view of the defects of the aforementioned salary transfer (hereinafter referred to as salary transfer) business management process, the present invention provides a salary transfer business management system, which is connected to a user device, at least one manager device, a database device, and a core management system. The salary transfer business management system includes: a processing module, which connects the user device and the database device, receives a salary transfer service application file from the user device, and imports the salary transfer service application file into the database device ; The salary transfer business The application file includes branch information, customer information, preferential information, benefit evaluation information, approval status information, and decision-making level information; an authority module is connected to the processing module, and an identity is confirmed according to a login identity information of the user device Authority information; a level module, connected to the processing module, updating the decision level information in the salary transfer business application file according to the preferential information and branch information in the salary transfer business application file; a process module, connected to the processing module Group, the level module and the authority module; the process module sets the approval status information in the salary transfer business application file according to the decision level information, so as to generate an approval status update notification and send the approval status The status update notification is sent to a manager device corresponding to the sign-off status information; when the processing module receives an approval information from the manager device, the process module updates the sign-off status information according to the decision level information, according to To generate the approval status update notification, and send the approval status update notification to another administrator device corresponding to the updated approval status information; when the processing module receives a decision confirmation information from the administrator device , the process module updates the approval status information of the salary transfer business application file to an approved status, thereby generating an approval notification, and sending the approval notification to the user device.

The new salary transfer business management system connects the user device, the manager device, the core management system and the database device, and sets the authority module in the processing device to judge the authority of the user device. The preferential information and branch information in the business transfer application file determine the various levels of review that the application needs to pass and the decision level information of the decision manager, and the process module controls the salary transfer business application file based on the decision level information Process control, update the approval status information in the new night business application file when receiving the approval information or decision confirmation information, and send the corresponding approval status update notification or approval notification to the relevant user device or administrator device.

In this way, the salary transfer business management system fully implements the application process of the salary transfer business electronically, and assigns the decision-making level judgment and process control to a dedicated module. After the user device sends the salary transfer business application file, the manager can notify the operation manager to log in the salary transfer business management system for review according to the approval status. After the review is passed, the process module makes the salary transfer business application process enter the next review The process until the manager device with decision authority sends decision confirmation information, so that the salary transfer business application file is updated to the approved status, and the review and decision process of the salary transfer business application file is completed.

This new type of salary transfer business management system enables both relevant users and managers to directly apply for or review business through the salary transfer business management system by operating the user device or the manager device, without going through layers of manpower Transferring the approval documents solves the problems of human error and slow efficiency in the existing salary transfer business application process.

10: Salary transfer business management system

101: Processing modules

102: Permission module

103: Hierarchy Mod

104:Process module

105: Text module

106: Classification module

107:Report module

108:Mail module

109: HR module

110: Security control module

111: Scheduling module

20: User device

30: Manager device

40: Core Management System

50: Database device

Fig. 1 is a system block diagram of the new salary transfer business management system.

Please refer to shown in Fig. 1, the salary transfer of the present invention (hereinafter referred to as salary transfer) business management system 10 comprises a processing module 101, a authority module 102, a hierarchy module 103, a process module 104, and preferably It may further include a message module 105, a classification module 106, a report module 107, an email module 108, a human resource module 109, a security control module 110, a scheduling module 111, etc. Wherein, the processing module 101 is responsible for integrating the functions of all other modules, and requires other modules to perform corresponding access, processing, and judgment actions according to the received external information. The salary transfer business management system 10 is externally connected to at least one user device 20 , a manager device 30 , a core management system 40 , and a database device 50 .

Wherein, the user device 20 refers to an applicant terminal device, that is, an electronic device used by an operator of a bank branch. The user device 20 logs into the salary transfer business management system 10 according to the login identity information input by the operator, and generates a salary transfer business application file according to the operation and input of the operator. The salary transfer business application file contains the branch information, customer information, preferential information and benefit evaluation information input by the operator, or the subsequent approval status information and decision level information generated or updated by the salary transfer business management system 10 Wait. In addition, the salary transfer business application file contains one of a new business information or a business change information, which means that the application type of the salary transfer business application file belongs to a new case or a change case.

The manager device 30 refers to the electronic device used by the review supervisors and decision supervisors at all levels related to the salary transfer business application. The manager device 30 logs into the salary transfer business management system 10 according to the login identity information input by the audit supervisor or the decision supervisor, and generates audit pass information, decision confirmation information or audit rejection information according to the operation and input of the audit supervisor or decision supervisor. .

The core management system 40 belongs to the core management system 40 of the head office of the bank, and is connected to and manages the database device 50 . The new salary-transfer business management system 10 is connected to the core management system 40 to upload the salary-transfer business application file that has passed the approval process, or to send the salary-transfer business-related information inquiry request to the core management system 40 to obtain the salary-transfer business application file. Salary transfer business information stored in the database device 50, etc.

The procedures executed by each module in the salary-transfer business management system 10 in the salary-transfer business application process and other related functions will be further described in detail below.

When the user device 20 sends the login identity information to the processing module 101 of the salary transfer business management system 10, the authority module 102 confirms the identity authority information according to the login identity information, the identity authority information is for example "branch via and allow the user device 20 to perform system functions that match the identity authority information, such as the transmission of salary transfer business application files or information inquiry requests.

When the user device 20 completes the login and sends the processing module 101 of the salary transfer business application file, the hierarchical module 103 updates the salary transfer business application file according to the preferential information and branch information in the salary transfer business application file Decision-level information in . The preferential information in the salary transfer business application file corresponds to different decision levels. The higher the degree of preference required in the application, for example, the higher the overweight interest rate or the number of inter-bank withdrawals and transfers, the salary transfer business application file must be approved by a higher decision-making level.

In this embodiment, preferably, the hierarchy module 103 stores at least one preferential authorization hierarchy correspondence table, and the decision-making hierarchy information in the salary transfer business application file includes authority hierarchy information, at least one review supervisor information and a decision-making supervisor Information. Preferably, the preferential authority level correspondence table includes multiple authority levels corresponding to different multiple overweight interest rates and different multiple withdrawal times, as well as the audit supervisor and decision supervisor corresponding to each authority level. When the level module 103 updates the decision level information in the salary transfer business application file, the level module 103 queries the corresponding authority level in the privilege level correspondence table according to the preferential information in the salary change business application file, Then, according to the authority level and the branch information, query the audit supervisor and decision supervisor corresponding to the authority level, and update the authority level information, audit supervisor information and decision supervisor information in the salary transfer business application file accordingly.

表1

Table 1

The above tables Table 1 and Table 2 are exemplary corresponding tables of preferential authority levels. For example, according to Table 1, when the premium rate of the preferential information in the salary transfer business application file is "A+0.05", then query the privilege level correspondence table according to the premium rate, then the permission level of the salary transfer business application file "Block Manager", which means that the salary transfer business application file must be decided by the "Block Manager", and the audit supervisor whose corresponding authority level is "Block Manager" is "Branch Supervisor", "Salary Transfer Project Manager" (Salary to PM)", "Section Chief", "Minister", and the decision-making supervisor is the "Vice President of the Block". For another example, according to Table 2, in the same salary transfer business application file, the number of promotions and transfers of the preferential information is "cross-lift 6/cross-transfer 6". business application file The authority level is "Head of Business Management Unit", which means that the application file for salary transfer business must be decided by the "Head of Business Management Unit", and the audit supervisor with the corresponding authority level of "Head of Business Management Unit" is "Branch Supervisor", " Salary transfer project manager (salary transfer PM)", "section chief", and the executive director is "minister". Preferably, when the level module 103 inquires the corresponding table of different privilege levels according to different preferential information, such as the interest rate and the number of withdrawals, and obtains different authority levels, the higher authority level shall prevail. Taking the aforementioned example as an example, since the level of "block supervisor" is higher than that of "business management unit supervisor", the level module 103 sets the authority level in the salary transfer business application file to "block supervisor".

When the processing module 101 receives the salary transfer business application file for the first time, and the hierarchy module 103 completes the update of the decision-making hierarchy information and confirms the decision-making supervisor and review supervisor, the process module 104 first sets the salary according to the decision-making hierarchy information. The approval status information in the business application file is transferred to generate an approval status update notification, and the approval status update notification is sent to a manager device 30 corresponding to the approval status information. For example, after receiving the salary transfer business application file by the user device 20, according to the decision-making level information, the first review supervisor is "branch supervisor", so the process module 104 first sets the approval status information as "branch supervisor". Supervisor” generates a sign-off status update notification and sends it to the manager device 30 of the branch supervisor to notify the branch supervisor to conduct an audit.

Further, when the processing module 101 receives an approval information from the manager device 30, the process module 104 updates the approval status information according to the decision level information, so as to generate another approval status update notification, And another update notification of the sign-off state is sent to another manager device 30 corresponding to the sign-off state information.

For example, when the processing module 101 receives the approval information from the manager device 30 of the "branch supervisor", the process module 104 judges that the next audit supervisor is "salary transfer PM" according to the decision level information, so The process module 104 first updates the sign-off status information to "Salary Transfer PM" and generates a sign-off status update notification, which is sent to the manager device 30 of the Salary Transfer PM to notify the Salary Transfer PM to review.

In this way, the process module 104 manages and controls the salary transfer business application file to pass the review of the required review supervisors in order. Taking the above example as an example, the review supervisors at each level are "branch supervisor", "salary transfer PM", "section chief" and "minister" in sequence, and the decision supervisor is "block vice president". When the processing module 101 receives a decision confirmation message from the manager device 30, the process module 104 updates the sign-off status information of the salary-transfer business application file to an approved status, thereby generating an approval notification, And send the approval notification to the user device 20 .

Taking the aforementioned example as an example, when the processing module 101 receives the decision confirmation information from the manager device 30 of the "block vice president", the process module 104 updates the approval status information of the salary transfer business application file is approved, and send the approval notification to the user device 20, that is, the user device 20 of the operator of the branch that sent the application file for the salary transfer business, to notify the operator of the application file for the salary transfer business Has been reviewed and approved.

In addition, the administrator device 30 can also send out an audit rejection message. When the processing module 101 receives the audit rejection information sent by one of the manager devices 30, the process module 104 updates the approval status information according to the decision level information and a rejection rule, so as to generate the approval status update notification, and send the sign-off status update notice to the user device 20 or the manager device 30 corresponding to the sign-off status information.

The return rule includes the corresponding information of the return supervisor and the return recipient. For example, if the manager device 30 of the "branch supervisor" sends the audit return information, the recipient of the return is the "manager"; if the manager device 30 of the "section chief" sends the audit return information, Then the recipient of the return is the "salary transfer PM"; if the manager device 30 of the "salary transfer PM" sends out the audit return information, the recipient of the return is the "manager" and so on. The process module 104 updates the sign-off status information to the return recipient according to the return rule, and sends the sign-off status update notification to the user device 20 or the manager device 30 corresponding to the return recipient, so as to Notify the return recipient to process the salary transfer business application file.

The above-mentioned sign-off status update notification can be sent to the user device 20 or the administrator device 30 through the mail module 108 , for example. The mail module 108 is connected to the processing module 101 and the process module 104, and stores a plurality of mail addresses. When the process module 104 generates the approval status update notice or the approval notice, the email module 108 generates a corresponding email according to the relevant personnel information in the approval status update notice or the approval notice, and sends it to The email addresses corresponding to the relevant personnel information are set as the email addresses of the user devices 20 or the manager device 30 .

The text module 105 is connected to the processing module 101 and the core management system 40, and is used to connect with the core management system 40 in series, and communicate with the core management system 40 by sending and receiving text messages, for example, requesting to obtain the information of the core management system 40 Or update the data of the core management system 40 .

In one embodiment, when the processing module 101 receives the decision confirmation information, indicating that the salary transfer business application file has passed the review and decision, the processing module 101 further bases on the customer information and Offer information, and the operation information received by the user device 20 generate a contract file, and send the contract file to a project manager device 30 for the manager who uses the project manager device 30 to make a contract Review assignments. When the processing module 101 receives a completed audit agreement file from the manager device 30, the electronic text module 105 sends the completed audit agreement file to the core management system 40 for uploading to the core management system 40, and saves Enter the database system to complete the application process of the salary transfer business application file. The operation information input by the user device 20 further includes, for example, information on the method of deposit and debit, the account number of the bank, the effective date of the agreement, and the like.

The classifying module 106 is used to classify the data read-out authority of the connected user device 20 or administrator device 30 . For example, when the processing module 101 receives an information query request from a user device 20 or a management device, the classification module 106 uses a branch information and unit level information in the login identity information of the user device 20 Judging the data reading permission of the user device 20, and further judging whether the information query request is within the data reading permission. For example, when the branch information of the user device 20 is the operator of a regional branch, the user device 20 Can only read the customer information belonging to the customer of the branch in the core management system 40; In the management system 40, the customer information belonging to all the branches under the jurisdiction of the head office of the block. If the classification module 106 determines according to the login identity information of the user device 20 that the user device 20 is within the data reading authority required by the information query request, the message module 105 sends the core information to the core according to the information query request. The management system 40 sends the information query request, and the core management system 40 receives the returned result information, and sends it to the user device 20 or the manager device 30 . If the classification module 106 determines that the user device 20 is not within the corresponding data reading authority, the processing module 101 sends a query request rejection message to the user device 20 . The result information is, for example, salary transfer business application information, salary transfer business information, salary benefit business application information, or a specified agreement file.

The salary-transfer business management system 10 communicates with the core management system 40 through the legal channel through the text module 105, so as to obtain the data in accordance with its data reading authority according to the login identity information of the user device 20 or the manager device 30.

Further, the report module 107 is used to convert the result information into a specified report format file with standard format and available for printing. The report module 107 is connected to the processing module 101. When the processing module 101 receives a report output command from the user device 20, the report module 107 converts the result information into a specified report format file, and Send the converted specified report format file to the user device 20 .

The human resources module 109 is connected to the processing module 101 and the database device 50, and the database device 50 downloads the plurality of employee identity information corresponding to the plurality of active employee numbers at intervals of a first update cycle, the security control The module 110 is connected to the processing module 101 and the human resources module 109. When the processing module 101 receives the login identity information, the security control module 110 records the login identity information and an operation of the user device 20 record, and record a login time of the user device 20; when the login time of the user device 20 exceeds a login upper limit; the security control module 110 sends a forced logout The command is sent to the processing module 101 , so that the processing module 101 logs out the user device 20 from the salary transfer business management system 10 .

The human resource module 109 and the security control module 110 are used to ensure that the user device 20 and the manager device 30 logging into the salary-transfer business management system 10 are devices with legal login authority. The first update cycle time is, for example, 1 day, and is set to download the latest employee identity information at 12 o'clock every day at midnight. The security control module 110 records all log-in events and the operation records of each user device or manager device 30 for back-checking when there is a need for subsequent investigations, and controls the log-in of the user device 20 and the manager device 30 Time, to prevent the idle user device 20 or manager device 30 from being misused by others.

The scheduling module 111 is connected to the mail module 108 and the database device 50, and is used for monitoring and recording the emails sent by the mail module 108, and every second update cycle time is sent by the database device 50. Download a customer data update file to ensure that the customer data stored in the salary transfer business management system 10 is the latest data.

The above descriptions are only the embodiments of the present invention, and are not intended to limit the present invention in any form. Although the present invention has been disclosed as above with the embodiments, it is not intended to limit the present invention. Within the scope of the technical solution of the present invention, when the technical content disclosed above can be used to make some changes or be modified into equivalent embodiments with equivalent changes, but any content that does not deviate from the technical solution of the present invention is based on the technical essence of the present invention. Any simple modifications, equivalent changes and modifications made in the above embodiments still belong to the scope of the technical solution of the present invention.

10: Salary transfer business management system

101: Processing modules

102: Permission module

103: Hierarchy Mod

104:Process module

105: Text module

106: Classification module

107:Report module

108:Mail module

109: HR module

110: Security control module

20: User device

30: Manager device

40: Core Management System

50: Database device

Claims (10)

A salary transfer business management system, which is connected to a user device, at least one manager device, a database device, and a core management system. The salary transfer business management system includes: a processing module connected to the user device and the data library device, the user device receives a salary transfer business application file, and imports the salary transfer business application file into the database device; the salary transfer business application file includes branch information, customer information, preferential information, and benefit evaluation information , sign-off status information, and decision-making level information; an authority module, connected to the processing module, and confirming an identity authority information according to a login identity information of the user device; a level module, connected to the processing module, according to The preferential information and branch information in the salary transfer business application file update the decision level information in the salary transfer business application file; a process module, connecting the processing module, the level module and the authority module; the process module The group sets the approval status information in the salary transfer business application file according to the decision level information, so as to generate an approval status update notification, and send the approval status update notification to the manager device corresponding to the approval status information ; When the processing module receives an approval information from the manager device, the process module updates the approval status information according to the decision level information, so as to generate the approval status update notification and update the approval status The notification is sent to the manager device corresponding to the updated sign-off status information; when the processing module receives a confirmation message from the manager device, the process module transfers the sign-off status information of the salary transfer business application file update to an approved status, generate an approval notification, and send the approval notification to the user device. The salary-transfer business management system as described in claim 1, wherein, when the processing module receives an audit rejection information from the manager device, the process module according to the decision-making level information and a The return rule updates the approval status information, so as to generate the approval status update notification, and send the approval status update notification to the user device or manager device corresponding to the updated approval status information. The salary transfer business management system as described in claim 1, further includes: a message module, connected to the processing module and the core management system; when the processing module receives the decision confirmation information, the processing module further according to The customer information and preferential information in the salary transfer business application file, and an operation information received by the user device generate a contract file, and send the contract file to a project manager device; when the processing module The project manager device receives an audit completion agreement file, and the electronic text module sends the audit completion agreement file to the core management system. The salary-transfer business management system as described in claim 3 further includes: a classification module connected to the processing module, the user device and the message module; when the processing module is sent by the user device Information query request, the classification module judges a data reading authority of the user device according to a branch information and a unit-level information in the login identity information of the user device, and further determines whether the information query request is in the within the data reading authority; if so, the message module sends the information query request to the core management system, and sends the result information received and returned by the core management system to the user device. The salary transfer business management system as described in claim item 4 further includes: a report module connected to the processing module, when the processing module receives a report output instruction from the user device, the report module will The result information is converted into a designated report format, and the converted salary-to-payment business information is sent to the user device. The salary transfer business management system as described in claim item 1, wherein the class module stores a preferential authorization class correspondence table, and the decision class information in the salary transfer business application file includes an authorization class information, at least one review supervisor information and the executive information of a decision bank; the preferential authority level correspondence table includes multiple authority levels corresponding to different multiple overweight interest rates and different multiple withdrawal times, and each The review supervisor and decision supervisor corresponding to the authority level; when the level module updates the decision level information in the salary transfer business application file, the level module queries the privilege authority based on the preferential information in the salary transfer business application file The corresponding authority level in the level correspondence table, and then query the audit supervisor and decision supervisor corresponding to the authority level according to the authority level information and the branch information, and update the authority level information and audit supervisor information in the salary transfer business application file accordingly And executive information. The salary transfer business management system as described in Claim 1, wherein the salary transfer business application file includes one of new business information or business change information. The salary transfer business management system as described in claim 1, further comprising: an email module, connected to the processing module and the process module, and storing multiple email addresses; when the process module generates the approval status update notification or the approval notification, the email module generates a corresponding email according to the approval status update notification or a related personnel information in the approval notification, and sends it to the email address corresponding to the related personnel information. The salary transfer business management system as described in claim 1 further includes: a human resources module connected to the processing module and the database device, and the database device downloads the corresponding plurality of data in every first update cycle. Multiple employee identity information of the employee number; a security control module, which connects the processing module and the human resources module, and when the processing module receives the login identity information, the security control module records the login identity information and An operation record of the user device, and a log-in time of the user device; when the log-in time of the user device exceeds a login upper limit; the security control module sends a forced logout command to the processing module group, so that the processing module logs out the user device from the salary transfer business management system. The salary transfer business management system as described in claim item 8, further comprising: a scheduling module, connected to the mail module and the database device; wherein, the scheduling module monitors and records the information sent by the mail module E-mail, and every second update period is downloaded by the database device to update a file of customer data.

Images