TWM636696U - Bank task dispatching system - Google Patents

Abstract

This creation provides a banking delivery system, which includes a receiving module, a delivery module, and a query module. The receiving module receives the customer's demand, and transmits the customer's demand to the dispatching module, the dispatching module judges the business type corresponding to the customer's demand, and the query module obtains the information of the specialist who can handle it according to the customer's demand and the business type. list, the delivery module dispatches items according to the list of available specialists.

Description

Banking dispatch system

This creation is about a banking delivery system.

In the prior art, after a bank customer leaves demand information with a smart device, it needs to be processed in batches before the demand information can be sent to the delivery system. However, the batch execution time is generally determined by the amount of required information, and there is no fixed completion time. The dispatcher needs to go to the dispatch system to check whether the required information has been imported before dispatching the parcel. It is difficult to dispatch the parcel in real time.

In addition, the delivery system usually has no customer contact time information. The personnel assigned to the case can only know the customer's convenient contact time after receiving the case, and whether the customer's convenient contact time is during their duty period. If not, they need to ask the dispatcher It is inefficient to withdraw the case and send it to the specialist who can handle it again.

In order to solve the problems in the aforementioned prior art, this creation provides a banking delivery system, which includes a receiving module; a delivery module, electrically connected to the receiving module; and a query module, connected to the delivery module The receiving module receives a customer demand and transmits the customer demand to the dispatch module; the dispatch module judges a business type corresponding to the customer demand; the query module The team obtains a list of handling specialists according to the customer's needs and the business type; the delivery module dispatches items according to the list of handling specialists.

According to some specific embodiments of the present invention, the delivery system for banking business is connected to a customer service device through communication. The customer request can be received from the customer service device.

In a specific embodiment of the invention, the customer service device is an interactive robot, a smart phone, a tablet computer, a notebook computer or a desktop computer.

In some specific embodiments, the banking delivery system further includes the customer service device.

According to some embodiments of the present invention, the customer demand includes text message, voice message or a combination thereof.

According to some embodiments of the present invention, the receiving module includes a conversion unit. The conversion unit can be used for deciphering text information from the voice message.

In a specific embodiment of the present invention, the delivery module includes a semantic analysis unit for analyzing required information from the customer requirement.

In some embodiments, the customer requirement includes customer contact time information. According to the customer's requirement, the semantic analysis unit can analyze and obtain the contactable time information of the customer.

According to some specific embodiments of the invention, the inquiry module further inquires and obtains the list of the available specialists according to the contact time information of the customer.

In some specific embodiments, after receiving the list of the available specialists, the delivery module notifies a relevant person by means of communication.

Some other purposes and advantages of this creation are described in the following description, or can be understood through the embodiments of this creation. It should be understood that the above content of the invention and the following implementation methods are only illustrative and explanatory descriptions, rather than limiting the scope of the invention as the scope of the patent application.

Unless defined otherwise, all technical and scientific terms used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this creation belongs.

The term "a" used herein refers to the quantity of at least one (one or more) unless otherwise specified.

This creation provides a banking delivery system, which includes: a receiving module; a delivery module electrically connected to the receiving module; and An inquiry module electrically connected to the dispatch module; in: The receiving module receives a customer request, and transmits the customer request to the delivery module; The delivery module judges a business type corresponding to the customer demand; The query module obtains a list of specialists who can handle the query according to the customer's needs and the business type; and The dispatch module dispatches according to the list of available specialists.

The banking delivery system of this creation mainly includes three electrically connected modules: a receiving module, a delivery module, and an inquiry module. The three modules can be implemented only by hardware circuits, or by software combined with hardware circuits. Wherein, the receiving module can communicate with a customer service device. The electrical connection can be direct connection or indirect connection.

According to some specific embodiments of the invention, the receiving module, dispatching module, and querying module can be set in one or more servers. In a specific embodiment, the one or more servers include a plurality of hardware circuits electrically connected to each other, which are configured to be configured into a plurality of modules, and the modules include the receiving module , dispatch module, and query module.

The receiving module may include a conversion unit, and the conversion unit may be implemented only by hardware circuits, or by software combined with hardware circuits. The conversion unit can be used for deciphering text information from the voice message.

The dispatch module may include a semantic analysis unit, which may be implemented only by hardware circuits, or by software combined with hardware circuits. The semantic analysis unit can be used to parse out the required information from the customer requirement.

According to some specific embodiments of the present invention, the delivery system of the banking service is connected in communication with a customer service device, and the customer request can be received from the customer service device. The customer service device includes but is not limited to an interactive robot, a smart phone, a tablet computer, a notebook computer or a desktop computer. The interactive robot can be installed in a physical bank. The interactive robot generally has at least one input device (eg, camera, touch screen and/or keyboard) and one output device (eg, speaker and/or screen). The smartphone, tablet, laptop or desktop can be in the possession of the customer.

In some specific embodiments, the banking delivery system may further include a customer service module, which may be implemented only by hardware circuits, or by software combined with hardware circuits. The customer service module can provide a user interface through the customer service device to provide services for interacting with customers.

According to this creation, the banking delivery system may further include the above-mentioned customer service device.

The customer needs may include text messages, voice messages or a combination thereof, and the customer needs may be input from the above-mentioned customer service device. For example, using the customer service function of the interactive robot, customers can leave voice and text messages; or customers can use their smartphones to leave text messages through the customer service interface of the bank website. The customer service device can actively transmit the received customer demand to the receiving module.

After the receiving module receives the customer's demand, it sends the customer's demand to the delivery module, and then, the delivery module can determine which business type the customer's demand belongs to with the help of the semantic analysis unit. The business types include but not limited to loan business.

Preferably, the customer service device will ask the customer for a convenient time to contact, and obtain information on the customer's available time for contact. In this way, the customer requirement can include the contact time information of the customer. On the other hand, after the delivery module receives the customer's demand, its semantic analysis unit can analyze the customer's demand to obtain the contactable time information of the customer.

According to some specific embodiments of this creation, in addition to the customer needs and business types, the query module can further query the bank specialist shift schedule based on the customer's contactable time information, and obtain the list of available specialists. After the delivery module receives the list of specialists who can handle it, it can further notify a relevant person by a communication method (for example, email), and the relevant person can immediately control the delivery status of each specialist according to the content of the notification, and It can be modified on a rolling basis at any time according to on-site scheduling to properly deploy manpower.

Now with reference to Fig. 1, a specific embodiment of the banking delivery system of this creation is described as follows.

The banking delivery system 100 includes: a receiving module 110 , a delivery module 120 and a query module 130 . The delivery module 120 is electrically connected to the receiving module 110 , and the query module 130 is electrically connected to the delivery module 120 . In addition, the banking delivery system 100 communicates with the customer service device 200, for example, through an Internet connection. In this specific embodiment, the customer service device 200 is a notebook computer. The customer uses the customer service device 200 to go to the customer service interface of the bank's website and leave questions about loans (customer demand), and the customer service interface requires the customer to provide or choose a convenient time for contact (customer demand).

The customer service device 200 transmits the received customer request to the receiving module 110 of the banking delivery system 100 , and the receiving module 110 then transmits the customer request to the delivery module 120 .

With the help of the semantic analysis unit (not shown in the figure), the delivery module 120 determines that the customer's demand belongs to the loan business (business type) and analyzes the customer's contactable time information. Next, the delivery module 120 sends the business type and customer contact time information to the inquiry module 130, requesting the inquiry module 130 to provide a list of specialists who can handle it.

The inquiry module 130 inquires about a bank specialist shift schedule according to the business type and the customer's contactable time information, so as to obtain a list of specialists who can handle the business type (loan business), and send it to the dispatcher. piece module 120. The delivery module 120 can deliver items according to the list of available specialists, for example, notify a specific specialist through a communication method, and provide the customer's requirements.

In addition, after the commissioner serves the customer, the interview record can be stored in the automated sales system, and the system will generate a performance tracking table and connect it to the performance management system. Performance management can be performed based on this report without manual compilation.

100:Banking dispatch system 110: Receiving module 120: Delivery module 130: query module 200: customer service device

Fig. 1 is the structural diagram of the banking dispatch system of this creation.

100:Banking dispatch system

110: Receiving module

120: Delivery module

130: query module

200: customer service device

Claims (13)

A banking delivery system, which includes: a receiving module; a delivery module, electrically connected to the receiving module; and a query module, electrically connected to the delivery module; wherein: the receiving module The group receives a customer demand, and transmits the customer demand to the dispatch module; the dispatch module judges a business type corresponding to the customer demand; the query module obtains a query based on the customer demand and the business type The list of specialists that can be handled; the delivery module dispatches items according to the list of specialists that can be handled. The banking service delivery system as described in Claim 1, which is connected to a customer service device in communication. The banking delivery system as described in claim 2, wherein the customer request is received from the customer service device. The banking delivery system as described in Claim 2, wherein the customer service device includes an interactive robot, a smart phone, a tablet computer, a notebook computer or a desktop computer. The banking delivery system as described in any one of claims 2 to 4, further comprising the customer service device. In the banking delivery system as described in Claim 1, the customer requirements include text messages, voice messages or a combination thereof. In the banking delivery system as described in claim 1, the receiving module includes a conversion unit. In the banking delivery system as described in Claim 6, wherein the receiving module includes a conversion unit for deciphering text information from the voice message. The delivery system for banking business as described in Claim 1, wherein the delivery module includes a semantic analysis unit for analyzing required information from the customer's requirements. The banking delivery system as described in claim 1, wherein the customer requirement includes customer contact time information. The banking business delivery system as described in Claim 9, wherein the customer requirement includes customer contact time information, which is obtained from the customer requirement by the semantic analysis unit. The banking delivery system as described in claim 10 or 11, wherein the query module further obtains the list of the available specialists according to the customer's contact time information. In the banking business delivery system as described in Claim 1, wherein the delivery module notifies a relevant person by a communication method after receiving the list of the specialists who can handle it.

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