TWM651526U - Intelligent customer service system for applying and purchasing stock - Google Patents

Abstract

An intelligent customer service system for applying and purchasing stock comprises a server. The server comprises a cloud platform and a control module. The cloud platform is configured to provide a customer service interface for the user terminal to log in and provide a customer service. The customer service interface further comprises an applying and purchasing stock list for the user terminal to select at least one stock from the applying and purchasing stock list. The control module is connected to the cloud platform, and submits a stock purchase request according to the applying and purchasing stock list from the user terminal to a stock management unit.

Description

Intelligent customer service stock subscription system

This invention relates to an intelligent customer service system, in particular to an intelligent customer service stock subscription system that allows users to directly submit stock subscription requests on the intelligent customer service interface using the user device.

With the advancement of technology, most stock market trading activities can be performed through users' electronic devices. Users no longer need to visit a securities firm or watch the stock market by watching TV, which reduces time costs and can check stock prices anytime and anywhere. . However, securities applications have many and complex functions. Users often only use specific functions and ignore other functions, or do not use other functions, such as stock subscription functions, because they are unfamiliar with them. In response to the above-mentioned application usage issues, financial companies also provide online customer service for users to inquire.

Xinzhi's online customer service is divided into two types, one is dedicated customer service staff to assist in answering questions, and the other is an automatic reply function. Dedicated customer service personnel can respond to users' questions immediately through voice or text messages. However, when dedicated customer service personnel are not available in the middle of the night or on holidays, users cannot get timely replies to their questions. In addition, it also costs money to hire dedicated online customer service personnel. In addition, securities transactions are relatively complex, and additional time and cost need to be regularly spent on educating and training online customer service personnel. Therefore, in recent years, automatic online customer service has gradually developed Allowing users to automatically respond to user questions without time constraints, thereby reducing personnel costs.

However, even if the automated online customer service allows users to get immediate replies and is convenient to use, users still need to operate the aforementioned securities application on their own based on the answers from the online customer service, and operational difficulties may still occur. For example, when a user wants to subscribe for stocks from the application, the user is not familiar with the interface and does not know where to find the click path to subscribe. Instead, the user inquires about the stock subscription through automated online customer service. Question, the automatic online customer service can only reply to the default corresponding message, and this corresponding message usually only provides a click path for the user to follow one by one to use it. For users who are not yet familiar with the interface, they need to While checking the automatic online customer service, there will still be operational difficulties.

Therefore, it is necessary to provide a system that can more accurately target users' stock subscriptions, develop a more user-friendly system, and can be paired with an intelligent customer service system to improve user convenience.

In view of this, this invention provides an intelligent customer service stock subscription system to solve the above-mentioned conventional problems.

This invention provides an intelligent customer service stock subscription system including a server. The server includes a cloud platform and a control module. The cloud platform provides a customer service interface for a user device to log in and provide a customer service service. The customer service interface further includes a stock subscription list for the user to install and select at least one stock available for subscription listed in the stock subscription list. The control module is connected to the cloud platform and can submit a stock subscription request to a stock subscription management unit based on at least one stock that can be subscribed selected by the user device.

Among them, after the user device selects at least one stock that can be subscribed for in the stock subscription list, the customer service interface displays a stock quotation information corresponding to at least one stock that can be subscribed for, a subscription lottery information, a description of the subscription rules, a subscription confirmation button, and A subscription inquiry button, a subscription confirmation button and a subscription inquiry button are provided for users to click on.

Among them, after the user device clicks the subscription confirmation button, the customer service interface displays a user information input field for the user device to input an ID, a password and a voucher information, and displays a confirmation subscription button for the user device to click. .

The customer service interface further includes a cancellation page, which displays at least one subscribing stock that has been subscribed by the user device so that the user device can input a cancellation instruction for the at least one subscribing stock.

Among them, the server further includes an information transmission module connected to the stock subscription management unit to transmit the stock subscription request and information of the user device, and receives the user device's information on at least one stock that can be subscribed from the stock subscription management unit. 1. Subscription information.

The customer service interface further includes a certificate download page for users to download and apply for a certificate.

Among them, the customer service interface allows the user device to input a message and open a stock subscription list based on a keyword in the message.

The customer service interface further includes a lottery result display page, which displays the lottery results of the stock subscription request submitted by the user device.

The server further includes an information transmission module connected to the control module, wherein the control module is used to control the information transmission module to send a lottery result notification to the user device.

Among them, the customer service interface further includes a securities account opening page for use The user device clicks and applies for a securities account.

To sum up, this creation provides an intelligent customer service stock subscription system that allows users to directly subscribe for stocks on the cloud platform through the user device. The intelligent customer service stock subscription system provides a list of stocks that can be subscribed in the near future for users to choose based on the user's input of keywords related to stock subscription. This creation also provides the option to set frequently asked questions in the customer service interface, so that when the user clicks on the customer service interface, the frequently asked questions field will be prioritized in the dialogue interface for the user to click. When the user clicks on the stock subscription list, Users can also browse the list of stocks that can be subscribed for in the near future. In addition, when the user wants to select any stock in the stock subscription list (that is, any stock in the stock list that can be subscribed in the near future), the user can immediately click the subscription confirmation button in the same interface without exiting the customer service interface. Then, after entering the user's ID, password and certificate information one by one, the user will directly complete the request to subscribe for stocks after the input is completed. In addition, the intelligent customer service stock subscription system of this creation further provides relevant program interfaces for users to use based on situations that may occur when users subscribe (such as canceling stock subscription requests, not opening a securities account, etc.). In this way, the intelligent customer service stock subscription system allows users to directly obtain stock subscription services while inquiring through the customer service interface, thereby saving users time to explore, greatly improving user experience and saving users time.

1, 2, 3, 4, 5: Intelligent customer service stock subscription system

10:Server

101:Cloud platform

1011:Customer service interface

1012: Stock subscription list

1013: Cancel subscription page

1014:Certificate download page

1015: Lottery result display page

1016: Securities account opening page

102:Control module

103:Information transmission module

80: User device

90: Stock subscription management unit

Figure 1 is a schematic diagram of an intelligent customer service stock subscription system according to a specific embodiment of the present invention.

Figure 2A is a schematic diagram of a customer service interface according to another specific embodiment of the invention.

Figure 2B is a schematic diagram of a customer service interface according to another specific embodiment of the present invention.

Figure 3 is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention. Figure.

Figure 4 is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention.

Figure 5 is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention.

Figure 6 is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the invention.

In order to make the advantages, spirit and characteristics of this invention more easily and clearly understood, specific embodiments will be described and discussed in detail with reference to the attached drawings. It should be noted that these specific embodiments are only representative specific embodiments of the present invention, and the specific methods, devices, conditions, materials, etc. exemplified therein are not intended to limit the present invention or the corresponding specific embodiments. In addition, each element in the figure is only used to express its relative position and is not drawn according to its actual proportion. The step numbers of this creation are only to distinguish different steps, and do not represent the sequence of the steps, which are explained in advance.

Please refer to Figure 1, which is a schematic diagram of an intelligent customer service stock subscription system according to a specific embodiment of the present invention. As shown in FIG. 1 , the intelligent customer service stock subscription system 1 of this specific embodiment includes a server 10 . Among them, the server 10 includes a cloud platform 101 and a control module 102. The cloud platform 101 provides a customer service interface 1011 for the user device 80 to log in to provide customer service services to the user device 80 and the user. In addition to the general interface for users to input consultation content and answer questions, the customer service interface 1011 further includes a stock subscription list 1012, which lists at least one stock that can be subscribed for the user device 80 to select. The stock subscription list 1012 can be directly created in the customer service interface 1011, or opened from the customer service interface 1011 according to the consultation content input by the user device 80. Start. The control module 102 is connected to the cloud platform 101 and can submit a stock subscription request to a stock subscription management unit, such as a country's stock exchange, based on at least one stock that can be subscribed selected by the user device 80 . The intelligent customer service stock subscription system 1 additionally includes an information transmission module 103 to transmit the user's user information and stock subscription request to the stock subscription management unit 90 . In practice, the user device 80 may be one of a smartphone, a tablet device, a notebook computer, and a desktop computer.

For example, when the user wants to ask questions about "stock subscription", please refer to Figure 2A. Figure 2A is a schematic diagram of a customer service interface according to another specific embodiment of the present invention. As shown in Figure 2A, the user enters "stock subscription" in the customer service interface and submits a question. Then, the stock subscription list is displayed on the customer service interface based on the keywords entered by the user (ie, stock subscription). This stock subscription list will display the stocks that can be subscribed in the near future, and clearly list the corresponding subscription price, number of subscription shares, price difference for each ticket, and deadline for users to browse.

In addition to obtaining the stock subscription list through the user's input of consultation content, this invention provides another specific embodiment, in which the stock subscription list can be directly created in the customer service interface for the user to click. Please refer to FIG. 2B , which is a schematic diagram of a customer service interface according to another specific embodiment of the present invention. As shown in Figure 2B, when the user clicks on the customer service interface, the customer service interface immediately provides a list of frequently asked questions for the user to browse and click on the questions the user wants to ask. When the user wants to inquire about the relevant content of stocks that can be subscribed in the near future, the user clicks on the stock subscription list, and the customer service interface provides the user with the stocks that can be subscribed in the near future based on the user's click.

Users can use the above two methods to obtain the path to the stock subscription list and browse the recent stock information that can be subscribed. In addition, if the user clicks on any stock that can be subscribed in the stock subscription list, the customer service interface will further display the corresponding stock. Individual stock quotations for stock subscription News, subscription lottery information, and subscription rules are provided for users to read. Then, when the user decides to purchase a certain stock available for subscription in the stock subscription list, and clicks the Apply Now button to subscribe for the stock, the customer service interface will automatically select a window containing user information input fields for input. User ID, password and credential information. After the user completes the input, he finally clicks the Confirm Subscription button to complete the subscription request. Therefore, when users ask questions about stock subscription in the customer service interface, in addition to directly browsing the recent stock information that can be subscribed in the customer service interface, when the user wants to further subscribe, the user does not need to exit the customer service interface. You can directly operate in the customer service interface and enter the relevant identity authentication information to complete the stock subscription immediately, which greatly saves the user's time and improves the convenience of the user's operation.

After the user completes the stock subscription, if the user wants to cancel the purchased stock due to personal reasons, this creation further provides a cancellation function for the user to cancel. Please refer to Figure 3, which is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention. As shown in Figure 3, the customer service interface 1011 of the intelligent customer service stock subscription system 2 of this specific embodiment further includes a cancellation page 1013 for the user to click. After the user completes the subscription in the above operation process, the customer service interface 1011 will further display a screen of successful stock subscription, and this screen further includes a button to cancel the subscription. When the user wants to cancel the stock subscription, he can do so before the operation on the stock lottery date corresponding to the subscription. The user directly clicks the cancel subscription button in the field. At this time, the customer service interface 1011 will switch to the cancellation page 1013 for use. or cancel the stocks previously applied for subscription. Then, the control module 102 in the server 10 is connected to the information transmission module 103 to transmit a cancellation instruction to the information transmission module 103. After receiving it, the information transmission module 103 updates the user's subscription status.

When users subscribe through the intelligent customer service stock subscription system of this creation, In this system, securities are purchased and sold electronically through the Internet, so when subscribing, you need to use a voucher to confirm, so as to identify and confirm the transaction behavior of the entrusted transaction. If the user has not yet applied for a certificate, the intelligent customer service stock subscription system of this creation further provides this function for the user to apply. Please refer to Figure 4, which is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention. As shown in Figure 4, the customer service interface 1011 of the intelligent customer service stock subscription system 3 of this specific embodiment further includes a certificate download page 1014. The user clicks on the certificate download page 1014 to download the certificate application software, and then enters the user's identity information and Verify and submit the voucher application after verification.

In the conventional technology, users need to check the subscription results by themselves after subscribing for stocks, which is a little troublesome for users. Therefore, this invention further provides an intelligent customer service stock subscription system that actively returns the draw of stocks subscribed by users. result. Please refer to Figure 5, which is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention. As shown in Figure 5, the customer service interface 1011 of the intelligent customer service stock subscription system 4 of this specific embodiment further includes a lottery result display page 1015 for displaying the lottery results. After the information transmission module 103 receives the winning ticket for stock subscription from the stock subscription management unit 90, the control module 102 further controls the information transmission module 103 to send a lottery result notification corresponding to the stock subscription request made by the user to the user device. The lottery result display page 1015 of 80 allows users to immediately check the lottery results of their own stock subscriptions.

Then, if the user does not go to the counter to open an account first or is inconvenient to go because he has to go to work during weekdays, but still wants to download the securities application to conduct securities-related transactions, this creation further provides a securities account opening interface for the user to use. Please refer to FIG. 6 , which is a schematic diagram of an intelligent customer service stock subscription system according to another specific embodiment of the present invention. As shown in Figure 6, this specific implementation For example, the customer service interface 1011 of the intelligent customer service stock subscription system 5 further includes a securities account opening page 1016, which allows the user to click and fill in relevant information and upload relevant documents directly through the user device 80 to apply for a securities account. In this way, users can apply for opening a securities account at any time in the intelligent customer service stock subscription system of this creation without being restricted by time, thereby greatly increasing the user's willingness to use it.

To sum up, this creation provides an intelligent customer service stock subscription system that allows users to directly subscribe for stocks on the cloud platform through the user device. The intelligent customer service stock subscription system provides a list of stocks that can be subscribed in the near future for users to choose based on the user's input of keywords related to stock subscription. This creation also provides the option to set frequently asked questions in the customer service interface, so that when the user clicks on the customer service interface, the frequently asked questions field will be prioritized in the dialogue interface for the user to click. When the user clicks on the stock subscription list, Users can also browse the list of stocks that can be subscribed for in the near future. In addition, when the user wants to select any stock in the stock subscription list (that is, any stock in the stock list that can be subscribed in the near future), the user can immediately click the subscription confirmation button in the same interface without exiting the customer service interface. Then, after entering the user's ID, password and certificate information one by one, the user will directly complete the request to subscribe for stocks after the input is completed. In addition, the intelligent customer service stock subscription system of this creation further provides relevant program interfaces for users to use based on situations that may occur when users subscribe (such as canceling stock subscription requests, not opening a securities account, etc.). In this way, the intelligent customer service stock subscription system allows users to directly obtain stock subscription services while inquiring through the customer service interface, thereby saving users time to explore, greatly improving user experience and saving users time.

Through the detailed description of the above preferred embodiments, it is hoped that the characteristics and spirit of the present invention can be described more clearly, rather than the above disclosed preferred embodiments are used to describe the present invention. scope is restricted. On the contrary, the purpose is to cover various modifications and equivalent arrangements within the scope of the patent application for this invention. Therefore, the scope of the patentable scope of this invention should be interpreted in the broadest manner according to the above description, so that it covers all possible changes and equivalent arrangements.

1: Intelligent customer service stock subscription system

10:Server

101:Cloud platform

1011:Customer service interface

1012: Stock subscription list

102:Control module

103:Information transmission module

80: User device

90: Stock subscription management unit

Claims (10)

An intelligent customer service stock subscription system, including: a server, including: a cloud platform, providing a customer service interface for a user device to log in and provide a customer service service, the customer service interface further includes a stock subscription list for the user device to select At least one available stock listed in the stock subscription list; and a control module connected to the cloud platform. The control module is used to submit a stock subscription request based on the at least one available stock selected by the user device. to a stock subscription management unit. For the system described in Item 1 of the patent application, the customer service interface is used to display the at least one stock that can be subscribed for after the user device selects the at least one stock that can be subscribed for in the stock subscription list. A stock quotation information, a subscription lottery information, a description of subscription rules, a subscription confirmation button and a subscription query button. The subscription confirmation button and the subscription query button are for the user to install and click. For the system described in Item 2 of the patent application, the customer service interface is used to display a user information input field for the user device to input an ID, an Password and a voucher information, and a confirmation purchase button is displayed for the user device to click. For the system described in Item 1 of the patent application, the customer service interface further includes a cancellation page for displaying the at least one subscribed stock that has been subscribed by the user device for the user device to purchase the at least one subscribed stock. Enter a stock purchase order to cancel. For the system described in item 1 of the patent application scope, the server further includes an information transmission module connected to the stock subscription management unit for To transmit the stock subscription request and the information of the user device, and to receive the subscription information of the user device for the at least one stock that can be subscribed sent by the stock subscription management unit. For the system described in Item 1 of the patent application, the customer service interface further includes a certificate download page for the user device to download and apply for a certificate. For the system described in Item 1 of the patent application, the customer service interface is used for the user device to input a message and open the stock subscription list based on a keyword in the message. For the system described in Item 1 of the patent application, the customer service interface further includes a lottery result display page for displaying the lottery results of the stock subscription request made by the user device. For the system described in Item 8 of the patent application, the server further includes an information transmission module connected to the control module, wherein the control module is used to control the information transmission module to send a lottery result notification to the User device. For the system described in Item 1 of the patent application, the customer service interface further includes a securities account opening page for the user device to click and apply for a securities account.

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