TWM649237U - Business sales system with finance specialist reminder functions - Google Patents

Abstract

This creation provides a business sales system with a financial management specialist reminder function, including a processing module and an interface module connected to the processing module. The processing module collects and compiles business sales data, and the interface module generates one or more special reminder items based on the compiled business sales data and presents them in a user interface.

Description

Business sales system with financial specialist reminder function

This creation is about a business sales system.

Generally speaking, the business sales system provided by banks or financial institutions is aimed at the functions that financial specialists use daily (for example, large-amount withdrawals and withdrawals, time deposit receipt management, whether the PIW has expired, and whether the customer has placed an order on the Internet Banking the day before) ...etc.), you need to first go through education and training to learn what needs to be paid attention to and what should be completed in the homework. However, this method requires users to actively query, organize and remember in order to obtain and master relevant information, and they also need to judge whether the information is helpful when querying.

In view of the problems in the prior art, this invention provides a business sales system with a financial management specialist reminder function, including: a processing module; and an interface module connected to the processing module; wherein: the processing module collects and summarizes business Sales data; the interface module generates one or more special reminder items based on the compiled business sales data and presents them in a user interface.

According to some specific embodiments of this invention, the one or more special reminder items belong to one of the following categories: due on the same day, due in the near future, and overdue.

According to some embodiments of the present invention, the one or more reminder items are displayed in a reminder area of the user interface.

According to some specific embodiments of the present invention, the user interface allows displaying detailed information of a science major reminder item by clicking on the science major reminder item.

According to some embodiments of the present invention, the user interface allows linking to a work page corresponding to the physics reminder item by clicking on the physics reminder item.

According to some specific embodiments of this invention, the business sales system with a financial management professional reminder function is connected to an electronic device, and the electronic device is used to display the user interface.

Other purposes and advantages of the present invention are partly described in the following description, or may be understood through embodiments of the present invention. It should be understood that the foregoing creative content and the following implementation methods are only illustrative and explanatory descriptions, and do not limit the creative content as in the scope of the patent application.

Unless otherwise defined, 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 work belongs.

The words "one" and "B" used in this article, unless otherwise specified, refer to the quantity of at least one (one or more than one).

This creation provides a business sales system with financial management specialist reminder function, including: a processing module; and an interface module connected to the processing module; in: The processing module collects and compiles business sales data; and The interface module generates one or more special reminder items based on the compiled business sales data and presents them in a user interface.

Each of the above-mentioned modules of the invention may independently include a storage device, a processor and/or a communication chip. Examples of storage devices include hard drives, pen drives, memories, memory cards, etc. Examples of processors include integrated circuits such as microcontroller units, microprocessors, digital signal processors, application specific integrated circuits (ASICs), logic circuits, or other similar components or combinations thereof. Communication chips can be implemented as Long Term Evolution (LTE), Worldwide Interoperability for Microwave Access (WiMAX), Wireless Fidelity (Wi-Fi), Bluetooth transmission, Global Mobile Communications (GSM) or Personal Handheld Phone System (PHS) )wait.

The "connection" mentioned in this article includes but is not limited to electrical connection, signal connection and/or communication connection.

In some specific embodiments, the interface module and the processing module are provided in a server, or are provided in different servers respectively.

The business sales system with financial planner reminder function can be connected to an electronic device, and the electronic device is used to display the user interface.

"Electronic devices" as mentioned in this article include, but are not limited to, desktop computers, laptops, tablets, or smartphones.

According to this creation, the processing module can collect business-related data from various databases in a batch manner, and compile the financial specialist's pending items and the number of recent due transactions, etc., for the interface module to generate the one or more Science major reminder items.

For example, each reminder item of one or more special reminder items mentioned above may belong to one of the following categories: due on the same day, due in the near future, and overdue, but is not limited to the aforementioned categories.

Examples of the "recent days" include the 7th and the 10th.

The due date category is a reminder item based on the customer's identity and payment, and the status will change after today's date.

The due date category is a reminder item that will change the status of the customer in the recent days based on the customer's identity and payment. For example, there will be a reminder item that will change the status in the next 10 days.

The overdue category includes expired items that have not been processed by the financial management specialist, or those whose customer status needs to be updated but has not been updated, for example, the PIW (Investment Risk Attribute Evaluation Form) has not been updated due to expiration.

According to this creation, the aforementioned categories can include the following subcategories: service categories (for example, time deposit expiry/birthday/manager’s own stop loss, profit stop/large amount in and out), compliance category (for example, PIW expiry) ), online banking transactions (for example, customers exchange money/transactions at online banks), payment types (for example, loan payment/renewal of insurance/credit card payment), risk reminder types (for example, policy cancellation/ Policy suspension and advance payment) and post-investment management (for example, post-investment list no-visit reminder).

The one or more reminder items may be displayed in a reminder block of the user interface, also known as a reminder area.

Preferably, the user interface allows the user to display detailed information of a policy reminder item by clicking on the policy reminder item.

Preferably, the user interface allows clicking on a financial management reminder item to link to a work page corresponding to the financial management reminder item, so that the financial management specialist can directly handle the relevant business. After the business processing is completed, the business sales system with the financial specialist reminder function will simultaneously update the relevant information of the corresponding reminder items, such as the number of items to be processed.

A specific embodiment of the business sales system with financial management specialist reminder function of the present invention will now be described with reference to Figure 1 as follows.

The business sales system 100 with a financial specialist reminder function includes a processing module 110 and an interface module 120. The interface module 120 is connected to the processing module 110. In addition, the business sales system 100 with the financial management specialist reminder function is communicatively connected with the electronic device 200 .

The processing module 110 collects and compiles business sales data from various databases (not shown in the figure).

Then, the interface module 120 generates one or more special reminder items based on the compiled business sales data, and presents them on the user interface through the electronic device 200 . The user interface allows you to click on a specific financial professional reminder item to display the detailed information of the financial professional reminder item, and also allows you to click on a specific financial professional reminder item to link to the corresponding work page, so that the bank's financial specialist can directly Handle related business.

The financial planner reminder item may display a specific area of the user interface (for example, a pinned area) as a reminder area to facilitate quick review and processing by financial planners.

100: Business sales system with financial management specialist reminder function 110: Processing module 120:Interface module 200:Electronic devices

Figure 1 is a structural diagram of the business sales system with financial management specialist reminder function created by this invention.

100: Business sales system with financial management specialist reminder function

110: Processing module

120:Interface module

200:Electronic devices

Claims (6)

A business sales system with financial specialist reminder function, including: a processing module; and an interface module connected to the processing module; Among them: the processing module collects and compiles business sales data; the interface module generates one or more special reminder items based on the compiled business sales data and presents them in a user interface. As described in request item 1, the business sales system with financial management specialist reminder function, wherein the one or more financial management specialist reminder items belong to one of the following categories: current day due date, recent due date category, and overdue unprocessed category. A business sales system with a financial management professional reminder function as described in claim 1, wherein the one or more financial management professional reminder items are displayed in a reminder area of the user interface. A business sales system with a financial planner reminder function as described in claim 1, wherein the user interface allows the detailed information of a financial planner reminder item to be displayed by clicking on the financial planner reminder item. A business sales system with a financial planner reminder function as described in claim 1, wherein the user interface allows clicking on a financial planner reminder item to link to a work page corresponding to the financial planner reminder item. As described in claim 1, the business sales system with financial planner reminder function is connected to an electronic device, and the electronic device is used to display the user interface.

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