WO2000017801A1

WO2000017801A1 - Authority approval system

Info

Publication number: WO2000017801A1
Application number: PCT/JP1998/004280
Authority: WO
Inventors: Yoshitaka Minagawa
Original assignee: Fujitsu Limited
Priority date: 1998-09-24
Filing date: 1998-09-24
Publication date: 2000-03-30

Abstract

An efficient authority approval system (10) comprises a plurality of operator terminals (11), an authority terminal (12), a DB server (13) and an I/I server (14). If an authority approval is requested by the I/I server (14) when an authorizer is absent, the authority terminal (12) forwards the request to the I/I server (14). The I/I server (14) generates a Web page for responding to the request when an authority approval is forwarded and sends information representing that authority approval is made to the authority terminal (12) when required information is inputted into the Web page. The authority terminal (12) sends the information to the operator terminal (11) which has requested authority approval.

Description

Technical Note Executive Officer Technical Field

The present invention relates to an office approval system used for performing business requiring office approval. Background art

In the case of banks that conduct financial business, when the value of a transaction is large, the transaction is executed only when the approval of the director is obtained. Conventionally, this office approval work has been performed using an operator terminal (workstation), for example, in the procedure shown in Fig. 17. In other words, the control program in the operator terminal issues an officer information input request to the operator when a transaction requiring approval of the officer occurs. The operator requests the officer to enter the ID and password. Then, when these are entered by the officer, the validity of the entered ID and password is verified by the operator terminal, and the transaction processing is continued. Also, as shown in FIG. 18, there is known a system in which the same operation is performed using a card of an official.

As described above, since the official approval work in the conventional system requires the presence of the official, the transaction cannot proceed if the official is absent. Was.

Therefore, an object of the present invention is to provide an office approval system that can efficiently (quickly) execute office approval. Disclosure of the invention

The present invention includes an operator terminal and an office terminal connected by a communication network. When constructing an office approval system, a means for sending an office approval request to an office terminal via a communication network, And an input device for inputting various types of information, a display device for displaying various types of information, and an operator terminal having response information determining means for determining response information to the officer approval request. Holding means for holding the approval form designation information, changing means for changing the approval form designation information held in the holding means, and holding when receiving the officer approval request via the communication network; If the approval mode designation information held by the means indicates that the office approval is to be performed at one's own seat, the information necessary to create the response information to the office approval request Controls the display device to receive input from the input device, creates response information based on the information input from the input device, and sends the created response information to the officer approval request via the communication network. The first response means returning to the sender of the request, and when receiving the position approval request via the communication network, the position approval is performed in a place where the approval form designation information held in the holding means is not the own position. If this means that the request for approval is sent via the communication network so as to reach the place, a response to the sent request for approval is sent via the communication network. And a second response means for returning the received response information to the source of the position approval request via the communication network.

According to the officer approval system of the present invention having such a configuration, if the approval mode designation information is changed by using the change means when leaving the office, the officer can play the role at a place other than his own seat. As a result, seat approval can be performed, and as a result, tasks requiring office approval can be efficiently performed.

When realizing the office approval system of the present invention, a Web server connected to the Internet can be accessed using a predetermined URL when an office approval request is received from the second response means. A web page for creating a web page for receiving information required for creating response information to the position approval request, and a web page creating means for creating a web page. T Web page A web server that has response means for creating response information based on the information input to the server and returning the created response information to the source of the official approval request via the communication network; As the second response means, a means for sending a position approval request to the Web server can be adopted. .

According to the officer approval system according to the present invention employing such a configuration, the officer can perform the officer approval using any terminal connected to the Internet.

Further, when realizing the office approval system of the present invention, address information of a terminal used by a person who can respond to the office approval request to a specific terminal connected to the communication network as the office terminal. In addition to using the one with the setting means for setting the address, the one with the addition of the acquisition means for acquiring the address information stored in the specific terminal via the communication network as the operator terminal, As the request sending means, means for sending an office approval request to the office terminal or the terminal specified by the address information acquired by the acquiring means may be employed.

According to the officer approval system adopting such a configuration, a so-called delegation authority can be designated, so that the work requiring the approval of the officer can be performed more efficiently. BRIEF DESCRIPTION OF THE FIGURES

FIG. I is a configuration diagram of an office management system according to an embodiment of the present invention, and FIG. 2 is an environment held by an operator terminal constituting the office approval system according to the embodiment. FIG. 3 is an explanatory diagram of a file. FIG. 3 is an explanatory diagram of an approval destination information table held by a DB server constituting the official approval system according to the embodiment. FIG. 4 is an embodiment of the file. FIG. 5 is an explanatory diagram of an information registration dialog box displayed on an office terminal constituting the office approval system according to the present invention. FIG. 5 is a flowchart showing an operation procedure of an approval processing selection control unit provided in the operator terminal. Fig. 6 is an explanatory diagram of the process selection dialog box displayed on the operator terminal. Yes, Fig. 7 is an explanatory diagram of the office terminal status dialog box displayed on the operator terminal, Fig. 8 is an explanatory diagram of the approval destination list dialog box displayed on the operator terminal, Fig. 9 Fig. 10 is an explanatory view of a data confirmation dialog displayed on the operator terminal. Fig. 10 is an operation procedure of the approval process selection control unit provided in the operator terminal and the approval process selection control unit provided in the office terminal. FIG. 11 is an explanatory diagram of a status message box displayed on the operator terminal, and FIG. 12 is a flowchart of an approval request reception notification dialog box displayed on the office terminal. FIG. 13 is an explanatory view of an approval status list dialog box displayed on the office terminal, and FIG. 14 is an approval screen displayed on the office terminal. FIG. 15 is an explanatory diagram of a key box, FIG. 15 is an explanatory diagram of a screen displayed on a terminal having a browser function connected to the Internet, and FIG. 16 is a diagram displayed on an operator terminal. FIG. 17 is an explanatory view of a post approval approval completion notification message box. FIG. 17 is an explanatory view of an office approval work procedure by inputting a password in the conventional system. FIG. 9 is an explanatory diagram of an office approval work procedure by card input. BEST MODE FOR CARRYING OUT THE INVENTION

The present invention will be described in more detail with reference to the accompanying drawings. FIG. 1 shows a schematic configuration of an official approval system according to an embodiment of the present invention. The officer approval system according to the present invention is a system for processing a financial business. As shown in the figure, the office approval system 10 according to the embodiment includes an operator terminal 11 connected to a LAN and an officer terminal 11. It includes a seat terminal 12, a DB (database) server 13 and an I / I (internet / intranet) server 14, and is connected to the Internet via an IZI server 14.

The operator terminal 11 is installed on a workstation on which a program for performing financial business (hereinafter, referred to as a financial business program) is installed, and further, by installing an office approval program for an operation overnight terminal. Approval process This device is provided with functions as a selection control unit 22, an approval processing unit 21, and a communication approval processing unit 23. The operator terminal 11 operates in a state where an environment file for the operator terminal exists therein. It should be noted that in the figure, only the i operator terminals 11 are shown, and the office / role approval system 10 is usually a system including a plurality of operator terminals 1 i.

The office terminal 1 2 functions as an approval process selection control unit 3 2, an approval processing unit 3 1, a communication approval processing unit 3 3, and a registration processing unit 3 4 by installing the office terminal's office approval program. This is a workstation to which the environment file for the office terminal is stored. When the officer approval system 10 is constructed, an officer terminal 12 used by an officer and several officer terminals 12 used by persons who may be delegated authorities are prepared. The delegator is a person who has been given the authority to approve the office on behalf of the office.

The DB server 13 is a server that holds a database (DB) for managing information used by the financial business program and the officer approval program during its operation, and the DB includes an approval destination information table. It has become something. The server 14 is a so-called application gateway, and has a function as a Web server and a function as a request information page generation processing unit 41 and an acquisition approval information verification processing unit 42.

Hereinafter, the configuration and operation of the officer approval system 10 will be described more specifically.

First, an environment file prepared in the operator terminal 11 will be described with reference to FIG.

As shown in the figure, the environment file for the operator terminal is a file in which the approval mode information, the officer terminal ID, the officer name, and the DB server ID are stored. The details of the procedure for using each piece of information will be described later. Power and approval mode information is information indicating whether or not to perform officer approval in the ID input, force drive, terminal transfer, and shift modes. It has become. The office terminal ID and DB server ID are the identification information (address information) used when communicating between the devices (terminals and servers) that make up the system. Has become.

Next, an approval destination information table prepared in the DB server 13 and an environment file prepared in the office terminal 12 will be described.

Fig. 3 (¾ shows an overview of the approval destination information table prepared in the DB server 13. As shown in the figure, the approval destination information table contains the terminal ID, name, status information, and Internet approval request of the officer. It is a table in which the officer information including permission / inhibition information and some authority delegator information including the terminal ID, name and status information of the authority delegator are stored. This information indicates whether or not the officer or the delegator is in a state where his / her terminal can approve the office (whether or not he / she is present). The Internet approval request propriety information uses the Internet. Whether or not to ask the officials to approve the officials via the Internet (hereinafter referred to as Internet Approval) (whether or not the officials intend to perform Internet approval). This is the information to be shown.

The creation of this approval destination information table (registration in the DB) is performed by the system administrator at the time of initial setting of the system. However, the information set at that time is the terminal ID and the name of the officer, and the other information (excluding the status information of the delegator) is set in the terminal 12 This is performed by the registration processing section 34.

That is, the officer performs a predetermined operation on the input device (keyboard, mouse) provided in the officer terminal 12 when setting (changing) the delegated authority or leaving the office. As a result, the registration processing section 34 is started. The activated registration processing unit 34 displays an information registration dialog box as shown in FIG. 4 on the display of the office terminal 12, so that the office operator operates the input device to Delegation authority Change information and status information. For example, when changing the authority delegator information, select the "Register / Change" button, and display a dialog box for adding, deleting, or modifying authority delegator information in the registration processor 34. .

Next, by inputting necessary information in the dialog box, authority delegator information to be stored in the approval destination information table is set. Then, after completing the setting, by selecting the "OK" button, the registration processing section 34 is set The delegator information is written into the approval destination information table.

The environment file prepared in the office terminal 12 includes a copy of the information except for the status information of the delegator in the approval destination information table, and a terminal ID (DB sanoku ID) of the DB server 13. It is a file for storing the terminal ID of the IZI server 14. Therefore, when rewriting the contents of the approval destination information table, the registration processing unit 34 also rewrites the contents of the environment file.

When it is started, the contents of the dialog box shown in Fig. 4 are determined by referring to the environment file, and the approval destination information table is set using the DB server ID in the environment file. Write to. Note that, when activated, the registration processing section 34 in the office terminal 12 used by the delegating authority displays a dialog box in which only presence / absence can be set.

In the following, the procedure of the officer approval process in the officer approval system 10 will be described. First, the operation of the approval process selection control unit 21 in the operation overnight terminal 11 will be described.

The approval process selection control unit 21 is activated by a financial business program that finds that the transaction being processed requires approval by the director. The financial business program activates the approval process selection control unit 21 by giving approval target transaction information including the transaction ID and issuer name related to the transaction.

As shown in FIG. 5, when activated, the approval process selection control unit 21 first refers to the environment file (step S101). If the approval mode information in the environment file indicates the ID input mode or the card read mode (step S102; other), the approval mode information and the transaction information to be approved are given. The approval processing section 22 is started (step S103).

The approval processing unit 22 started by the approval process selection control unit 21 executes a process according to the approval mode information given at the time of startup. That is, when the given approval mode information indicates the ID input mode, the input screen of the ID / password is displayed on the display of the operator terminal 11. When these inputs are made, the DB server ID in the environment file is used The server 13 accesses the server 13 to check the validity of the input information. If the validity is confirmed, it notifies the approval processing selection control unit 21 of the approval and stops the operation. If the given operation mode information indicates the card read mode, a message for prompting the card reader to set the official position is displayed on the display. . Then, the data in the set office card is read out, the validity is confirmed, and when the validity is confirmed, the approval processing selection control unit 21 is notified of the approval. And stop the operation.

On the other hand, if the approval mode information in the environment file indicates the terminal transfer mode (step S102: transfer), the approval process selection control unit 21 displays a process selection dialog box. (Step S104), and shifts to a state of waiting for information input from the operator (Step S105). The dialog box for processing selection is a dialog box with three types of buttons as shown in Fig. 6, and the approval processing selection control unit 21 sets the "Public terminal status" in this dialog box. When it is detected that the button has been selected (step S105: status), an approval destination information display process (step S106) is executed.

During the approval destination information display process, the approval process selection control unit 21 first reads the contents of the approval destination information table (see FIG. 3) in the DB server 13. Next, an officer terminal status dialog box as shown in FIG. 7 is displayed using the officer status information read from the approval destination information table. Then, it waits for the operator to select one of the buttons, and when it is detected that the "Approve destination list" button has been selected, the operator is required to select an approval destination as shown in FIG. Display the Approval Destination List dialog box, which is a dialog box. In this dialog box, the officer or delegated authority (the name is displayed in the approver name display column 26) displayed in a shaded manner in the list display area 25. Is the person who will be requested to approve the position.

After the display of such a dialog box, the approval process selection control unit 21 shifts to a state of monitoring the operation contents in the evening and performs a process according to the operation contents. An example For example, if it detects that an operation to select another official displayed in the list display area (table-like area at the top of the dialog box) is performed, the list display area is displayed. The content is changed, and the name of the official is displayed in the approver display field (the frame indicated as "AAAA" to the right of "Approver"). When it is detected that the "0K" button has been selected, the approver at that time is stored, the approval destination information display processing ends, and the flow shifts to step S107 in FIG. I do.

This processing is executed after the approval destination information display processing or when the "Yes" button is selected in the processing selection dialog box (step S105; execution). In step S107, the approval process selection control unit 21 displays a dialog box for data confirmation as shown in FIG. 9 using the transaction information to be approved. When it is detected that the "confirm" button is selected, the communication approval processing section 23 is started by giving the approver terminal ID and the transaction information to be approved (step S108). ).

FIG. 10 shows an operation procedure of the communication approval processing section 23 and an operation procedure of the approval processing selection control section 31 in the office terminal I2.

As shown in the figure, the communication approval processing unit 23 started by the approval process selection control unit 21 sends an approver terminal 12 having a given approver terminal ID to the approver terminal. Approval request information including the transaction information to be approved is transmitted (step S201).

On the other hand, upon receiving the approval request information, the approval processing selection control unit 31 in the office terminal 12 refers to the contents of the environment file in the own terminal (step S301), and the approval is performed at the own seat. It is determined whether the form is in the form or the form using the Internet. (Step S302).

The communication approval processing unit 23 in the operator terminal 11 that has received the approval mode information displays a status message box according to the approval mode information (step S200). ). For example, when receiving approval form information indicating that self-seat approval is performed, the communication approval processing section 23 displays a status message box as shown in FIG.

After the return of the approval form blue report, the approval processing selection control unit 31 in the office terminal 12 performs the approval process if the approval or the in-house operation is performed (step S303; own seat). Approval processing section 32 is started by giving the transaction information (step S304). On the other hand, when the approval is performed via the Internet (step S303: Internet), the transaction approval processing unit 33 is activated by giving the transaction information to be approved (step S303). Step S305).

The approval processing section 34 started by the approval processing selection control section 31 operates as follows.

First, the approval processing section 34 displays the approval request reception notification die end port gbot status shown in FIG. If the "Yes" button is selected, the approval status list dialog box shown in Fig. 13 is displayed. Further, when it is detected that the “OK” button in the approval status list dialog box has been selected, the approval processing unit 32 uses the provided approval target transaction information to perform the processing shown in FIG. Display the approval dialog box as shown. When the approval processing unit 32 detects that the "Approve" button is selected, the approval processing unit 32 displays the approval date and time in the approval date and time display field in the dialog box, and confirms that the "Send" button is selected. When it is detected, the approval information including the bow I number in the bow I information to be approved is passed to the approval process selection control unit 31 and the process is terminated.

If the “No” button in the dialog box shown in FIG. 12 is selected, the approval processing section 34 ends (interrupts) the processing. In this case, the registration processing unit 34 executes the remaining processing when a predetermined operation is performed on the input device of the office terminal 12 (when an instruction to display an approval request list is input). .

Further, the communication approval processing unit 33 started by the approval process selection control unit 31 transmits approval request information including approval target transaction information to the IZI server 14. The request information page generation processing section 41 in the I / I server 14 starts operation upon receiving the approval request information, generates information on a web page relating to the requested transaction information, and generates the information. To the Web folder accessed by the specified URL.

That is, by using a predetermined URL, the request information page generation processing unit 41 can use a page (form) in which an ID and a password can be entered as shown in FIG. (4) A page with the same content as the dialog box shown in Fig. 4 can be displayed on a terminal with a browser function connected to the Internet. In addition, since information transmitted and received between the IZI server 14 and the terminal having the browser function is information that is not desirable to be leaked outside, in the present embodiment, the above URL is replaced with a security function. It is assumed that communication is performed using the protocol HT TPS (also called S-HTTP).

Then, when the ID and the password are transmitted to the IZI server 14, the acquisition approval information verification processing unit 42 verifies the validity by accessing the DB server 13 and checks the input. If the submitter sends data to approve the requested transaction information, the approval information including the transaction ID and transaction number for the requested transaction information is sent to the officer terminal 12. I will send it back.

Returning to FIG. I0, the description of the operation of the official approval system 10 will be continued.

As described above, the approval processing unit 3 2 or the communication approval processing unit 33 started by the approval processing selection control unit 31 notifies the approval processing selection control unit 31 of the approval information including the transaction ID and the like. Therefore, based on the information, the approval process selection control unit 31 specifies the operator terminal 12 to which the approval information should be returned, and returns the approval information including the transaction ID and the like to the specified operator terminal 12. (Step S306).

Upon receiving the approval and information, the communication approval processing unit 23 in the operator terminal 11 erases the status message bottus, and sends a post approval approval notification message box as shown in FIG. 16 to the operator terminal 11. Display on the display (step S203). When it detects that the "OK" button has been selected, it acknowledges the completion of official approval. It notifies the recognition process selection control unit 21 (step S204) and terminates the process.

The approval processing selection control section 21 notified of the completion of the office approval from the communication approval processing section 23 or the approval processing section 22 notifies the financial business program of the completion (FIG. 5, step S 1: 0> 9), and ends the processing.

As described above in detail, according to the official approval system 10, even if the official is not present, his / her official approval using the Internet can be obtained. Also, since the delegated authority can approve the position of the director, the use of this system will enable efficient financial operations.

The official approval system 10 of the embodiment can perform various modifications. For example, instead of holding the environment file for the operator terminal at each operator terminal, store the environment file only at a specific terminal and assign the ID of each terminal to each operating terminal. Alternatively, the system may be configured such that each operator terminal obtains approval mode information and the like from the terminal identified by the ID. In addition, although the officer approval system 10 is a system in which the delegating authority cannot perform Internet approval, it is natural that the system may be modified so that the delegating authority can also perform Internet approval. It is. If an environmental file is prepared for each type of transaction in the operator terminal 11, an officer approval system can be formed that can cope with cases where officers differ depending on the type of transaction. In this case, a plurality of (same number of officers) approval destination information tables are held in the DB server 13. Industrial applicability

As described above, the officer approval system according to the present invention can be used in a bank or the like that performs business requiring office approval.

Claims

The scope of the claims

1. An officer approval system including an operator terminal and an office terminal connected by a communication network,

The operator terminal,

An office approval request sending means for issuing an office approval request to the office terminal via the communication network;

Response information determining means for determining response information to the officer approval request from information received via the communication network;

With

The office terminal is

An input device for inputting various information;

A display device for displaying various information;

Holding means for holding the approval form designation information;

A change unit for changing the approval mode designation information held in the holding unit; and when the office approval request is received via the communication network, the approval mode designation information held in the holding unit is In the case where the approval of the official position is to be performed at his / her own seat, the display device controls the input device to receive input of information necessary for creating response information to the official approval request. First response means for generating response information based on the information input from the input device and returning the generated response information to the transmission source of the official approval request via the communication network; and

When the approval approval request is received via the communication network and the approval mode designation information held in the holding means indicates that the office approval is to be performed at a place other than the own seat. Transmits the officer approval request via the communication network so as to reach the place, and responds to the sent officer approval request via the communication network as a response to the sent officer approval request. Communication network Second response means for returning to the source of the officer approval request via

An official approval system comprising:

2. A web server connected to the Internet,

When receiving the position approval request from the second response means, the Web page is accessible using a predetermined URL and receives input of information necessary for creating response information to the position approval request. Web page creation means to create a Web page for

Creates response information based on the information input to the web page created by the web page creation means, and returns the created response information to the source of the official approval request via the communication network. Return means to

Further includes a Web server with

2. The official position approval system according to claim 1, wherein said second response means sends said official position approval request to said Web server.

3. The office terminal further comprises setting means for setting address information of a terminal used by a person who can respond to the office approval request to a specific terminal connected to the communication network,

The operator terminal further includes an acquisition unit configured to acquire the address information stored in the specific terminal via the communication network.

The claim 1, wherein the officer approval request sending means sends the officer approval request to the officer terminal or a terminal specified by the address information acquired by the acquisition means. Article approval system as described in paragraph or paragraph 2.