WO2017149358A1 - Automated process for searching for and consulting financial information of users using a web service - Google Patents
Automated process for searching for and consulting financial information of users using a web service Download PDFInfo
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- WO2017149358A1 WO2017149358A1 PCT/IB2016/051182 IB2016051182W WO2017149358A1 WO 2017149358 A1 WO2017149358 A1 WO 2017149358A1 IB 2016051182 W IB2016051182 W IB 2016051182W WO 2017149358 A1 WO2017149358 A1 WO 2017149358A1
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
Definitions
- the present invention belongs to the field of information and communication technologies and it refers to an automated search and query process of financial information using web services that certain user within an entity or company central uses, to consult information of several dependent secondary units, entering through a system that authorizes the search.
- the present invention relates to a process which allows to register, store, harmonize and consult Customer financial information of two or more secondary units that depend on an entity or central company
- This information consists mainly in debts that customers have contracted with such units, so that when said customers go to the central entity or company to acquire new obligations or celebrate any type financial act, the central entity can access the information through a search and once it generate the search report, it can make a decision.
- Patent application KR20040031575 is refers to a method for processing accounting information through the network of wireless and cable communication comprising The following elements: 1) building a central server system; building a database that is prepared with information from the clients and part-time workers such as identification and needs information accountants; and cooperates with the central server; 3) a website that also collaborates with the server central comparing the information that is entered in the website when connecting to the one it is stored in the database; 4) be generates a list of accounting work where the customer stores a document with information necessary on the client server and at the same time it is generated on the website; 5) the time worker partial enters the website and requests to be assigned the work generated on the site; 6) select at worker who will carry out the work of client; the worker connects to the server of the client and converts the evidence entered by the client in accounting information and this is guarded.
- the main limitation of said invention is that through this a server communicates central, a database and a web page, in where several subjects interact, on the one hand customers and on the other the workers to which is assigned the task of solving the problem accounting that customers request, therefore the purpose is different from the proposed invention because seeks to establish communication between these subjects For the solution of a customer need.
- Application CA2853346 refers to a automated accounting process, through which offer financial services to a user who They include the following stages: 1) provide a web-based application that allows the user enter data related to a company; 2) be run an algorithm of a plurality of these depending on the data entered; 3) is determined the action to take with the web-based application of a plurality of actions depending on the result of applying the algorithm on the data entered by the user.
- the difference with this invention is that it contemplates a series of financial services provided to a user of the web application and that it in turn runs certain actions depending on the request of the user, so the information collected is exclusively from the user and the actions are aimed at obtaining as a result the organization of such information following financial criteria.
- the application WO200522289 comprises a method and system of transactions accountants for simultaneous treatment of events in the cyber space, which It comprises the following main steps: 1) capture the business event with a series of predefined maneuvers; 2) the event is monitored continuously as a static event, updating the maneuver status until the life cycle of the event is completed; 3) are filed in a database the data of the completed file; 4) access to information is allowed through a shared database to generate records of accounting by members.
- the limitations of the invention consist in that the objective of it is aimed at monitoring the acts that involve accounting aspects to which when they are entered into the system are assigned a specific action and is monitored until its termination therefore it is a method to follow up and the database that is generated is to save the information of each of the activities that in the past were entered and that have been concluded or remain in force.
- Application US20090204517 refers to a method and process to analyze accounting data of a company that has multiple entities of business, which includes the following stages: 1) Receipt of accounting data between two units of a company's business, this information is receives from multiple separate accounting systems; 2) group balance information according to the commercial relationship between these units, creating a unique identifier of the relationship commercial between entities; 3) a report is created indicating the balances of the grouped accounts.
- Bliss invention aims to unify the information and follow up on actions economic that are made within a organization that has several units or departments with which a record is generated and an analysis work begins, which apply different filters to generate a graphical representation of the results and a final report with the information collected, no Despite the information taken into consideration belongs to a company with various units in its economic relations
- the previous inventions constitute the state of the art, but as can be seen, each one addresses different aspects, and at the same time, they also present a series of vulnerabilities for which the present invention constitutes a substantial step and incorporates different technical advantages.
- the main disadvantages that the present invention counteracts are: 1) it is a process that uses a central server belonging to a central entity or company, and several secondary servers belonging to different secondary units and which are detached from the central; a database and a web service through which the information stored by each of the secondary units located in geographically located in different places interacting with one of the central entities or companies can be consulted by the latter; 2) the information that the secondary units store corresponds to the financial information of the clients of each unit, mainly of debts; 3) the process incorporates the entry through a system previously developed and installed in the central and secondary units through which the users who enter the information are identified as well as those who intend to access it and which is stored in the respective databases restricting access exclusively to said persons for the protection of stored information; 4) It also includes the use of a web
- the proposed invention consists of a novel process, which includes the following stages that work so interrelated and complementary: 1) Configuration from the central server; 2) Information consultation; 3) Search report generation and; 4) Review of information request status.
- This stage includes the use of a central server through which the interface that allows communication between the users of the central entity or company and the secondary units is provided.
- the entity through the support staff and a system developed exprofeso for this purpose, makes the registration of the credentials of the users authorized to use the web services .
- a database is created in the which configuration information will be stored, authorization and use of this process.
- the users authorized are those that are registered in the base of data and that are allowed to consult the information stored on secondary servers. TO these users the central entity, provides them with corresponding credentials to use the service.
- a connectivity test is carried out, prior to making any query. Subsequently, the client's data to be consulted is entered, such as full name and the code, number or tax record, a folio is assigned to the request through an autoincremental counter that is kept in the database and that serves the central entity to keep track of the queries made. For each new request or request received through the web services , the counter is increased.
- the web service takes the request and connects via internet to all the servers of the secondary units to verify if in their respective databases there is a record of the information of the client whose search has started, restricting the results exclusively to the financial information , specifically the one related to debts for previous obligations contracted between the unit and the client.
- Each server of the secondary units It has an application that is responsible for making the link via internet and process the query and allow access to the database of the unit that stored the information.
- This application resides on the server of the secondary units and is designed to Authenticate authentically to databases of the secondary server. When you receive a request via internet, verify that it is the central server who He makes this request. Once you have authenticated to central server connects to the database where Make the necessary inquiries to attend the central server information request. Having done this query, the application reports the result to the central server and disconnects from the request, waiting for a new request.
- the Query data package and communicates via internet to the central server, in said data packet the secondary server identifier is set, the request number, and a response from the server secondary, where you specify if the client has debts, or failing that there were any exceptions that do not allowed to obtain a concrete answer.
- the central server concentrates all responses from the secondary servers and stores them in the database for later reference.
- the system used by the user is responsible for consulting the web services if there is already a response to a request for information made. For this, the system used by the user must be checking the progress in which the requests made to the web services are made every certain time. Once you have all the information of the secondary servers in the central server database, the web services will respond to the system used by the user who has completed the processing with all the secondary servers appending the response of each of the servers secondary. Revealing if the client contracted obligations with any secondary unit.
- the present invention can be applied between two public institutions, such as municipal authorities, mayors, districts or deputations, states or provinces, or any administrative authority that requires interconnecting its databases in which it stores information of various kinds, but particularly of financial type, with other similar dependencies, for the purpose of sharing certain very specific and limited information, of the total of such information, through search reports default
- the present invention has application in the interconnection of databases of sector units public, or business, that does not have a relationship hierarchical dependence or subordination, but that however, they find it necessary to share some Search results.
Abstract
The invention relates to the implementation of a process that permits an authorised user of a central company or entity, as well as a secondary subsidiary unit thereof, to enter via a previously developed system which provides them with a username and password in order to consult financial information stored in the databases thereof of a client, which process is carried out via a web services which traces all the information of the client held by the entity and units, outputting a result restricted exclusively to financial information, in particular relating to debts incurred by the client with any of the secondary units and which have not been covered.
Description
La presente invención pertenece al campo de
las tecnologías de la información y comunicación y se
refiere a un proceso automatizado de búsqueda y consulta
de información financiera empleando servicios web que
determinado usuario dentro de una entidad o empresa
central utiliza, para consultar información de varias
unidades de secundarias dependientes, ingresando a
través de un sistema que autoriza la búsqueda.The present invention belongs to the field of
information and communication technologies and it
refers to an automated search and query process
of financial information using web services that
certain user within an entity or company
central uses, to consult information of several
dependent secondary units, entering
through a system that authorizes the search.
KR20040031575, CA2853346, WO200522289, US20090204517KR20040031575, CA2853346, WO200522289, US20090204517
La presente invención se refiere a un proceso
que permite registrar, almacenar, armonizar y consultar
la información financiera de los clientes de dos o más
unidades secundarias que dependen de una entidad o
empresa central. Dicha información consiste
principalmente en adeudos que los clientes hayan
contraído con tales unidades, para que cuando dichos
clientes acudan a la entidad o empresa central a
adquirir nuevas obligaciones o celebrar cualquier tipo
de acto financiero, la entidad central puede acceder a
la información mediante una búsqueda y una vez que se
genere el reporte de la búsqueda, ésta pueda tomar una decisión.The present invention relates to a process
which allows to register, store, harmonize and consult
Customer financial information of two or more
secondary units that depend on an entity or
central company This information consists
mainly in debts that customers have
contracted with such units, so that when said
customers go to the central entity or company to
acquire new obligations or celebrate any type
financial act, the central entity can access
the information through a search and once it
generate the search report, it can make a decision.
En una sociedad post moderna como la
nuestra, la sistematización y automatización de
procesos se vuelve cada vez más cotidiano, debido a
que éstos facilitan la ejecución de la mayoría de
nuestras actividades diarias, las actividades
contables y financieras no se han quedado atrás y en
la actualidad existen un gran número de estos
procesos en el estado del arte, por lo que a
continuación se realiza un análisis comparativo
entre dichas invenciones con la propuesta en la
presente solicitud.In a post modern society like the
our, the systematization and automation of
processes becomes more and more everyday, due to
that these facilitate the execution of the majority of
our daily activities, the activities
accounting and financial have not been left behind and in
today there are a large number of these
processes in the state of the art, so to
then a comparative analysis is performed
between those inventions with the proposal in the
present request
La solicitud de patente KR20040031575 se
refiere a un método para el procesamiento de
información contable a través de la red de
comunicación inalámbrica y por cable que comprende
los siguientes elementos: 1) la construcción de un
sistema de servidor central; construcción de una
base de datos que se elabora con información de los
clientes y trabajadores de tiempo parcial tal como
información de identificación y de necesidades
contables; y coopera con el servidor central; 3) un
sitio web que también colabora con el servidor
central comparando la información que se ingresa en
el sitio web al momento de conectarse con la que se
encuentra almacenada en la base de datos; 4) se
genera un listado de trabajo contable en donde el
cliente almacena un documento con información
necesario en el servidor del cliente y a la vez es
generada en el sitio web; 5) el trabajador de tiempo
parcial ingresa al sitio web y solicita se le asigne
el trabajo generado en el sitio; 6) se selecciona al
trabajador que llevará a cabo el trabajo del
cliente; el trabajador se conecta con el servidor
del cliente y convierte la evidencia ingresada por
el cliente en información contable y este es
guardado. La principal limitante de dicha invención
es que a través de esta se comunica un servidor
central, una base de datos y una página web, en
donde interactúan tanto varios sujetos, por un lado
los clientes y por el otro los trabajadores a los
cuales se asigna la tarea de resolver el problema
contable que los clientes soliciten, por tanto la
finalidad es distinta a la invención propuesta pues
busca establecer comunicación entre estos sujetos
para la solución de una necesidad de los clientes.Patent application KR20040031575 is
refers to a method for processing
accounting information through the network of
wireless and cable communication comprising
The following elements: 1) building a
central server system; building a
database that is prepared with information from the
clients and part-time workers such as
identification and needs information
accountants; and cooperates with the central server; 3) a
website that also collaborates with the server
central comparing the information that is entered in
the website when connecting to the one
it is stored in the database; 4) be
generates a list of accounting work where the
customer stores a document with information
necessary on the client server and at the same time it is
generated on the website; 5) the time worker
partial enters the website and requests to be assigned
the work generated on the site; 6) select at
worker who will carry out the work of
client; the worker connects to the server
of the client and converts the evidence entered by
the client in accounting information and this is
guarded. The main limitation of said invention
is that through this a server communicates
central, a database and a web page, in
where several subjects interact, on the one hand
customers and on the other the workers to
which is assigned the task of solving the problem
accounting that customers request, therefore the
purpose is different from the proposed invention because
seeks to establish communication between these subjects
For the solution of a customer need.
La solicitud CA2853346 se refiere a un
proceso contable automatizado, a través del cual se
ofrecen servicios financieros a un usuario que
incluyen las siguientes etapas: 1) proveer de una
aplicación basada en web que le permite al usuario
ingresar datos relacionados con una empresa; 2) se
ejecuta un algoritmo de una pluralidad de estos
dependiendo de los datos ingresados; 3) se determina
la acción a realizar con la aplicación basada en web
de una pluralidad de acciones dependiendo del
resultado de aplicar el algoritmo sobre los datos
entrados por el usuario. La diferencia con esta
invención consiste en que contempla una serie de
servicios financieros que se le brinda a un usuario
de la aplicación web y que ésta a su vez ejecuta
determinadas acciones dependiendo de la solicitud
del usuario, por lo que la información recabada es
exclusivamente del usuario y las acciones están
dirigidas a obtener como resultado la organización
de tal información siguiendo criterios financieros. Application CA2853346 refers to a
automated accounting process, through which
offer financial services to a user who
They include the following stages: 1) provide a
web-based application that allows the user
enter data related to a company; 2) be
run an algorithm of a plurality of these
depending on the data entered; 3) is determined
the action to take with the web-based application
of a plurality of actions depending on the
result of applying the algorithm on the data
entered by the user. The difference with this
invention is that it contemplates a series of
financial services provided to a user
of the web application and that it in turn runs
certain actions depending on the request
of the user, so the information collected is
exclusively from the user and the actions are
aimed at obtaining as a result the organization
of such information following financial criteria.
Por su parte, la solicitud WO200522289
comprende un método y sistema de transacciones
contables por tratamiento simultáneo de
acontecimientos en el espacio cibernético, el cual
comprende los siguientes pasos principales: 1) se
captura el acontecimiento de negocios con una serie
de maniobras predefinidas; 2) se monitorea el evento
continuamente como evento estático, actualizando el
estatus de la maniobra hasta que el ciclo de vida
del acontecimiento se completa; 3) se archivan en
una base de datos los datos del archivo completado;
4) se permite el acceso a la información a través de
una base de datos compartida para generar registros
de contabilidad por parte de los miembros. Las
limitaciones de la invención consisten en que el
objetivo de la misma se dirige a dar seguimiento de
los actos que involucren aspectos contables a los
cuales al ser ingresados al sistema se les asigna
una acción específica y se monitorea hasta su
finalización, por tanto, se trata de un método para
dar seguimiento y la base de datos que se genera es
para guardar la información de cada una de las
actividades que en el pasado fueron ingresadas y que
se han concluido o que se mantienen vigentes.For its part, the application WO200522289
comprises a method and system of transactions
accountants for simultaneous treatment of
events in the cyber space, which
It comprises the following main steps: 1)
capture the business event with a series
of predefined maneuvers; 2) the event is monitored
continuously as a static event, updating the
maneuver status until the life cycle
of the event is completed; 3) are filed in
a database the data of the completed file;
4) access to information is allowed through
a shared database to generate records
of accounting by members. The
limitations of the invention consist in that the
objective of it is aimed at monitoring
the acts that involve accounting aspects to
which when they are entered into the system are assigned
a specific action and is monitored until its
termination therefore it is a method to
follow up and the database that is generated is
to save the information of each of the
activities that in the past were entered and that
have been concluded or remain in force.
La solicitud US20090204517 se refiere a un
método y proceso para analizar datos de contabilidad
de una empresa que tiene múltiples entidades de
negocio, que comprende las siguiente etapas: 1) la
recepción de los datos contables entre dos unidades
de negocio de una empresa, esta información se
recibe desde múltiples sistemas contables separados;
2) agrupar la información de balances de acuerdo con
la relación comercial entre dichas unidades,
creándose un identificador único de la relación
comercial entre las entidades; 3) se crea un informe
indicando los saldos de las cuentas agrupadas. Dicha
invención tiene como objetivo unificar la
información y dar seguimiento a las acciones
económicas que se realicen al interior de una
organización que cuenta con varias unidades o
departamentos con las cuales se genera un registro y
se comienza un trabajo de análisis, al cual se
aplican distintos filtros para generar una
representación gráfica de los resultados y un
reporte final con la información recabada, no
obstante la información que se toma en consideración
pertenece a una empresa con diversas unidades en sus
relaciones económicas.Application US20090204517 refers to a
method and process to analyze accounting data
of a company that has multiple entities of
business, which includes the following stages: 1)
Receipt of accounting data between two units
of a company's business, this information is
receives from multiple separate accounting systems;
2) group balance information according to
the commercial relationship between these units,
creating a unique identifier of the relationship
commercial between entities; 3) a report is created
indicating the balances of the grouped accounts. Bliss
invention aims to unify the
information and follow up on actions
economic that are made within a
organization that has several units or
departments with which a record is generated and
an analysis work begins, which
apply different filters to generate a
graphical representation of the results and a
final report with the information collected, no
Despite the information taken into consideration
belongs to a company with various units in its
economic relations
Las anteriores invenciones constituyen el
estado del arte, pero como se puede apreciar, cada
una aborda aspectos distintos, y a la vez, también
presentan una serie de vulnerabilidades para los
cuales la presente invención constituye un paso
sustancial e incorpora diferentes ventajas técnicas.
Los principales inconvenientes que contrarresta la
presente invención son: 1) se trata de un proceso
que utiliza un servidor central perteneciente a una
entidad o empresa central, y varios servidores
secundarios pertenecientes a distintas unidades
secundarias y que se desprenden de la central; una
base de datos y un web service a través de
los cuales interactúa la información almacenada por
cada una de las unidades secundarias localizadas en
geográficamente en lugares distintos y que se
desprenden de una entidad o empresa central puede
ser consultada por esta última; 2) la información
que las unidades secundarias almacenan corresponde a
información financiera de los clientes de cada
unidad, principalmente de adeudos; 3) el proceso
incorpora el ingreso mediante un sistema previamente
desarrollado e instalado en las unidades centrales y
secundarias a través del cual se identifica a los
usuarios que ingresan la información así como de los
que pretendan acceder a la misma y la cual se
encuentra almacenada en las respectivas bases de
datos restringiendo el acceso exclusivamente a
dichas personas para protección de la información
almacenada; 4) también comprende el uso de un web
service a través del cual la entidad o empresa
central puede acceder a la información almacenada
cuando un cliente acuda directamente a las oficinas
centrales, para conocer el historial financiero que
dicho cliente tenga con las unidades secundarias; 5)
otro elemento importante que incorpora la invención
es la protección de la información que las demás
unidades secundarias almacenan del cliente
impidiendo que la entidad central acceda a la misma,
sino que la búsqueda se limite a cuestiones
financieras; 5) también establece una actualización
constante de la información almacenada gracias a que
en la etapa de almacenamiento de la información
intervienen usuarios de cada una de las unidades secundarias.The previous inventions constitute the state of the art, but as can be seen, each one addresses different aspects, and at the same time, they also present a series of vulnerabilities for which the present invention constitutes a substantial step and incorporates different technical advantages. The main disadvantages that the present invention counteracts are: 1) it is a process that uses a central server belonging to a central entity or company, and several secondary servers belonging to different secondary units and which are detached from the central; a database and a web service through which the information stored by each of the secondary units located in geographically located in different places interacting with one of the central entities or companies can be consulted by the latter; 2) the information that the secondary units store corresponds to the financial information of the clients of each unit, mainly of debts; 3) the process incorporates the entry through a system previously developed and installed in the central and secondary units through which the users who enter the information are identified as well as those who intend to access it and which is stored in the respective databases restricting access exclusively to said persons for the protection of stored information; 4) It also includes the use of a web service through which the central entity or company can access the information stored when a client goes directly to the central offices, to know the financial history that said client has with the secondary units; 5) Another important element that incorporates the invention is the protection of the information that the other secondary units store of the client preventing the central entity from accessing it, but that the search is limited to financial matters; 5) it also establishes a constant update of the stored information thanks to the fact that in the information storage stage users of each of the secondary units are involved.
La invención propuesta está consiste en
un proceso novedoso, el cual comprende las
siguientes etapas que funcionan de manera
interrelacionada y complementaria: 1) Configuración
del servidor central; 2) Consulta de la información;
3) Generación de reporte de búsqueda y; 4) Revisión
de estatus de solicitud de información. The proposed invention consists of
a novel process, which includes the
following stages that work so
interrelated and complementary: 1) Configuration
from the central server; 2) Information consultation;
3) Search report generation and; 4) Review
of information request status.
A continuación se hace una breve descripción
de las 3 figuras que forman parte de la presente
solicitud. A brief description follows.
of the 3 figures that are part of this
request.
Para llevar a cabo las etapsa ya descritas del
presente proceso, que funcionan de manera
interrelacionada y complementaria, se procederá de la
siguiente manera: To carry out the etapsa already described from
present process, which work so
interrelated and complementary, it will proceed from the
Following way:
1) Configuración del servidor central1) Central server configuration
Esta etapa comprende el uso de un servidor
central a través del cual se provee la interfaz que
permite la comunicación entre los usuarios de la entidad
o empresa central y las unidades secundarias. La
entidad, a través del personal de soporte y un sistema
desarrollado exprofeso para este fin, realiza el
registro de las credenciales de los usuarios autorizados
para usar el web services.This stage includes the use of a central server through which the interface that allows communication between the users of the central entity or company and the secondary units is provided. The entity, through the support staff and a system developed exprofeso for this purpose, makes the registration of the credentials of the users authorized to use the web services .
Por su parte se crea una base de datos en la
cual se almacenará la información de configuración,
autorización y uso de este proceso. Los usuarios
autorizados son aquellos que son registrados en la base
de datos y que tienen permitido la consulta de la
información almacenada en los servidores secundarios. A
estos usuarios la entidad central, les proporciona las
credenciales correspondientes para usar el servicio.For its part, a database is created in the
which configuration information will be stored,
authorization and use of this process. The users
authorized are those that are registered in the base
of data and that are allowed to consult the
information stored on secondary servers. TO
these users the central entity, provides them with
corresponding credentials to use the service.
2) Consulta de información2) Information inquiry
Para consultar la información es necesario que
un usuario autorizado de la entidad central o de las
unidades secundarias acceda a un web services
conectándose mediante internet y una URL, a través del
cual tiene acceso a las demás aplicaciones, bases de
datos y recursos del servidor central ingresando sus ID
y contraseña, y que a su vez restringe la búsqueda
exclusivamente a la información financiera del cliente.To consult the information it is necessary for an authorized user of the central entity or of the secondary units to access a web services by connecting via the internet and a URL, through which they have access to the other applications, databases and resources of the central server entering their ID and password, and which in turn restricts the search exclusively to the client's financial information.
De manera inicial se realiza una prueba de
conectividad, previo a realizar cualquier consulta.
Posteriormente se ingresan los datos del cliente a
consultar, tales como nombre completo y el código,
número o registro tributario, se le asigna un folio a la
solicitud mediante un contador autoincremental que se
mantiene en la base de datos y que sirve a la entidad
central para llevar un control de las consultas
realizadas. Por cada nueva solicitud o petición que se
recibe a través del web services, el contador se incrementa.Initially a connectivity test is carried out, prior to making any query. Subsequently, the client's data to be consulted is entered, such as full name and the code, number or tax record, a folio is assigned to the request through an autoincremental counter that is kept in the database and that serves the central entity to keep track of the queries made. For each new request or request received through the web services , the counter is increased.
Una vez autentificado el usuario y recibida la
solicitud, se realiza su procesamiento, usando para ello
un algoritmo computarizado. Este algoritmo también tiene
acceso a la misma información del web service, y
revisa siempre las nuevas solicitudes de consulta. El
web service toma la solicitud y se conecta
vía internet a todos los servidores de las unidades
secundarias para verificar si en sus respectivas bases
de datos se tiene registro de la información del cliente
cuya búsqueda se ha iniciado, restringiendo los
resultados exclusivamente a la información financiera,
específicamente la relativa a adeudos por obligaciones
anteriores contraídas entre la unidad y el cliente.Once the user is authenticated and the request is received, its processing is carried out, using a computerized algorithm. This algorithm also has access to the same web service information, and always reviews new query requests. The web service takes the request and connects via internet to all the servers of the secondary units to verify if in their respective databases there is a record of the information of the client whose search has started, restricting the results exclusively to the financial information , specifically the one related to debts for previous obligations contracted between the unit and the client.
Cada servidor de las unidades secundarias
posee una aplicación que se encarga de hacer el enlace
vía internet y procesar la consulta y permitir el acceso
a la base de datos de la unidad que almacenó la
información. Dicha aplicación reside en el servidor de
las unidades secundarias y está diseñada para
autentificarse de manera autónoma a las base de datos
del servidor secundario. Cuando recibe una solicitud vía
internet, verifica que sea el servidor central quien
hace esta petición. Una vez que ha autentificado al
servidor central se conecta a la base de datos, donde
realiza las consultas necesarias para atender la
petición de información del servidor central. Habiendo
hecho esta consulta, la aplicación informa el resultado
al servidor central y se desconecta de la solicitud,
quedando en espera de una nueva petición.Each server of the secondary units
It has an application that is responsible for making the link
via internet and process the query and allow access
to the database of the unit that stored the
information. This application resides on the server of
the secondary units and is designed to
Authenticate authentically to databases
of the secondary server. When you receive a request via
internet, verify that it is the central server who
He makes this request. Once you have authenticated to
central server connects to the database where
Make the necessary inquiries to attend the
central server information request. Having
done this query, the application reports the result
to the central server and disconnects from the request,
waiting for a new request.
3) Generación de reporte de búsqueda3) Search report generation
Una vez realizada la búsqueda se arma el
paquete de datos de la consulta y se comunica vía
internet al servidor central, en dicho paquete de datos
se establece el identificador del servidor secundario,
el número de solicitud, y un respuesta del servidor
secundario, donde especifica si el cliente tiene
adeudos, o en su defecto hubo alguna excepción que no
permitió obtener una respuesta concreta. Una vez que se
reciben las respuestas de todos los servidores de cada
una de las unidades secundarias se da por terminada la
consulta. El servidor central, concentra todas las
respuestas de los servidores secundarios y las almacena
en la base de datos para su posterior consulta.Once the search is done, the
Query data package and communicates via
internet to the central server, in said data packet
the secondary server identifier is set,
the request number, and a response from the server
secondary, where you specify if the client has
debts, or failing that there were any exceptions that do not
allowed to obtain a concrete answer. Once I know
receive responses from all servers in each
one of the secondary units is terminated the
query. The central server concentrates all
responses from the secondary servers and stores them
in the database for later reference.
4) Revisión de estatus de solicitud de información4) Review of information request status
El sistema empleado por el usuario es
encargado de consultar al web services si ya
existe respuesta de una solicitud de información hecha.
Para ello el sistema empleado por el usuario, deberá
estar consultando cada determinado tiempo el progreso en
el que se encuentran las solicitudes realizadas al
web services. Una vez que se tenga toda la
información de los servidores secundarios en la base de
datos del servidor central, el web services
responderá al sistema utilizado por el usuario que ha
concluido el procesamiento con todos los servidores
secundarios anexando la respuesta de cada uno de los
servidores secundarios. Revelando si el cliente contrajo
obligaciones con alguna unidad secundaria.The system used by the user is responsible for consulting the web services if there is already a response to a request for information made. For this, the system used by the user must be checking the progress in which the requests made to the web services are made every certain time. Once you have all the information of the secondary servers in the central server database, the web services will respond to the system used by the user who has completed the processing with all the secondary servers appending the response of each of the servers secondary. Revealing if the client contracted obligations with any secondary unit.
La presente invención puede aplicarse
entre dos instituciones públicas, como pueden ser
autoridades municipales, alcaldías, distritos o
diputaciones, estados o provincias, o cualquier
autoridad administrativa que requiera interconectar
sus bases de datos en las cuales almacena
información de diversa índole, pero particularmente
de tipo financier, con otras dependencia similares,
para el propósito de que se comparta cierta
información muy especifica y acotada, del total de
dicha información, mediante reportes de búsqueda
predeterminados. The present invention can be applied
between two public institutions, such as
municipal authorities, mayors, districts or
deputations, states or provinces, or any
administrative authority that requires interconnecting
its databases in which it stores
information of various kinds, but particularly
of financial type, with other similar dependencies,
for the purpose of sharing certain
very specific and limited information, of the total of
such information, through search reports
default
Cabe destacar que la necesidad de
compartir la referida información no deriva de la
subordinación de una de las autoridades a otra, sino
del cumplimiento de sus respectivas funciones o la
exigencia propia de la naturaleza de los servicios
públicos que presta dicha entidad. It should be noted that the need for
sharing the aforementioned information does not derive from the
subordination of one of the authorities to another but
of fulfilling their respective functions or the
own requirement of the nature of the services
public provided by said entity.
La presente invención tiene aplicación en la
interconexión de bases de datos de unidades del sector
público, o de negocios, que no tienen una relación
jerárquica de dependencia o de subordinación, pero que
sin embargo, les resulta necesario compartir algunos
resultados de búsqueda. The present invention has application in the
interconnection of databases of sector units
public, or business, that does not have a relationship
hierarchical dependence or subordination, but that
however, they find it necessary to share some
Search results.
Lo anterior, siempre y candono se revelen
algunos datos confidenciales o sensibles, como pueden
ser la estructura de la base de datos o se devulguen de
manera indebida de información personal contenida en los
ficheros electronicos de dichas bases de datos
administradas por las referidas entidades The above, always and candono are revealed
some confidential or sensitive data, as you can
be the structure of the database or be returned from
improper way of personal information contained in the
electronic files of said databases
managed by the aforementioned entities
Claims (12)
- Un proceso automatizado de búsqueda y consulta de información financiera que realiza un usuario dentro de una entidad o empresa central respecto de varias unidades secundarias dependientes, que se caracteriza por: 1) un subproceso que permite la configuración del servidor central; 2) un subproceso que permite la consulta de la información; 3) un subproceso que permite la generación de reporte de búsqueda y; 4) un subproceso que permite la revisión de estatus de solicitud de información.An automated search and query process of financial information made by a user within of a central entity or company with respect to several dependent secondary units, characterized by: 1) a thread that allows the configuration of the central server; 2) a thread that allows the information consultation; 3) a thread that allows search report generation and; 4) a thread which allows the review of information request status.
- Un proceso tal y como se ha reivindicado en 1, en el cual el subproceso que permite la configuración del servidor central, contempla la comunicación entre la entidad o empresa central y las unidades secundarias a través de una interfaz así como la creación de credenciales de identificación de los usuarios que pueden acceder a la información para así como la creación de una base de datos por unidad secundaria en la cual almacenan la información de los clientes con los cuales contraen cualquier tipo de obligaciones.A process as claimed in 1, in which the thread that allows configuration of the central server, contemplates the communication between the central entity or company and secondary units to through an interface as well as creating user identification credentials that they can access the information for as well as the creation of one database per secondary unit in which stores customer information with the which contract any type of obligations.
- Un proceso tal y como se ha reivindicado en 1, en el cual el subproceso que permite la consulta de la información comprende el acceso a un web services a través de internet y una URL para solicitar información de las base de datos por parte de las personas autorizadas de la entidad central o unidades secundarias y se procesa su solicitud.A process as claimed in 1, in which the subprocess that allows the consultation of the information includes access to a web services through the internet and a URL to request information from the databases by people authorized by the central entity or secondary units and your request is processed.
- Un subproceso tal y como se ha reivindicado en 3, en el cual los usuarios autorizados ingresan los datos del cliente a consultar, tales como nombre completo y el código, número o registro tributario.A thread as claimed in 3, in which authorized users enter the customer data to consult, such as name complete and the code, number or tax register.
- Un subproceso tal y como se ha reivindicado en 3, en el cual una vez autentificado el usuario y generada la solicitud se realiza su procesamiento a través de un algoritmo computarizado que accede a la información del servicio web.A subprocess as claimed in 3, in which once the user is authenticated and the request is generated, its processing is carried out through a computerized algorithm that accesses the information of the web service.
- Un subproceso tal y como se ha reivindicado en 3, en el cual una vez generada la solicitud el web services se conecta vía internet a todos los servidores de las unidades secundarias para verificar si en sus bases de datos se tiene registro de la información del cliente cuya búsqueda se ha iniciado restringiendo los resultados exclusivamente a información financiera.A subprocess as claimed in 3, in which once the request is generated, the web services connect via internet to all the servers of the secondary units to verify if there is a record of customer information in their databases whose search has begun by restricting the results exclusively to financial information.
- Un subproceso tal y como se ha reivindicado en 3, en el cual cada servidor de las unidades secundarias posee una aplicación que está diseñada para autentificarse de manera autónoma y que verifica que sea el servidor central el que está haciendo la solicitud de información.A thread as claimed in 3, in which each server of the secondary units It has an application that is designed to authenticate autonomously and verify that it is the central server that is requesting information.
- Un subproceso tal y como se ha reivindicado en 3, en el cual una vez autentificado el servidor central, la aplicación se conecta a la base de datos y realiza las consultas necesarias, informa el resultado y se desconecta de la solicitud.A thread as claimed in 3, in which once the central server is authenticated, the application connects to the database and performs the necessary consultations, inform the result and Disconnect from the request.
- Un proceso tal y como se ha reivindicado en 1, en el cual el subproceso que permite la generación de reporte de búsqueda, comprende la integración de un paquete de datos de la consulta con la información arrojada por la búsqueda en las bases de datos de cada una de las unidades secundarias y se comunica vía internet al servidor central.A process as claimed in 1, in which the thread that allows the generation of search report, includes the integration of a Query data packet with information thrown by searching the databases of each one of the secondary units and communicates via Internet to the central server.
- Un subproceso tal y como se ha reivindicado en 9, en el cual en el paquete de datos se establece el identificador del servidor secundario, el número de solicitud y la respuesta del servidor secundario en donde refleja la información financiera del cliente.A thread as claimed in 9, in which the data packet establishes the secondary server identifier, the number of request and response from the secondary server in where it reflects the financial information of the client.
- Un subproceso tal y como se ha reivindicado en 9, en el cual una vez que el servidor central recibe las respuestas de los servidores secundarios los almacena en una base de datos para su posterior consulta.A thread as claimed in 9, in which once the central server receives the responses from secondary servers stores them in a database for later reference.
- Un proceso tal y como se ha reivindicado en 1, en el cual el subproceso que permite la revisión de estatus de solicitud de información comprende la consulta cada determinado tiempo del progreso de las solicitudes al servicio web, una vez obtenida la información de los servidores secundarios, el servicio web responderá que ha concluido el procesamiento arrojando la información.A process as claimed in 1, in which the subprocess that allows the review of information request status includes the query every certain time of the progress of the requests to the web service, once the information of the secondary servers has been obtained , the web service will respond that the processing is finished by throwing the information.
Priority Applications (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| PCT/IB2016/051182 WO2017149358A1 (en) | 2016-03-02 | 2016-03-02 | Automated process for searching for and consulting financial information of users using a web service |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| PCT/IB2016/051182 WO2017149358A1 (en) | 2016-03-02 | 2016-03-02 | Automated process for searching for and consulting financial information of users using a web service |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| WO2017149358A1 true WO2017149358A1 (en) | 2017-09-08 |
Family
ID=59742744
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
|---|---|---|---|
| PCT/IB2016/051182 WO2017149358A1 (en) | 2016-03-02 | 2016-03-02 | Automated process for searching for and consulting financial information of users using a web service |
Country Status (1)
| Country | Link |
|---|---|
| WO (1) | WO2017149358A1 (en) |
Citations (6)
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|---|---|---|---|---|
| WO1998058356A2 (en) * | 1997-06-16 | 1998-12-23 | Keilani Badieh Z Ii | System and method for processing multiple financial applications using a three-tier value network |
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| US20050222931A1 (en) * | 2003-08-27 | 2005-10-06 | Ascential Software Corporation | Real time data integration services for financial information data integration |
| WO2009020501A1 (en) * | 2007-08-03 | 2009-02-12 | Sybase, Inc. | Unwired enterprise platform |
| US20100223629A1 (en) * | 2002-04-24 | 2010-09-02 | Informatica Corporation | Data Event Processing and Application Integration in a Network |
| US20150149209A1 (en) * | 2013-11-27 | 2015-05-28 | General Electric Company | Remote/local reference sharing and resolution |
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2016
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| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| WO1998058356A2 (en) * | 1997-06-16 | 1998-12-23 | Keilani Badieh Z Ii | System and method for processing multiple financial applications using a three-tier value network |
| US6571282B1 (en) * | 1999-08-31 | 2003-05-27 | Accenture Llp | Block-based communication in a communication services patterns environment |
| US20100223629A1 (en) * | 2002-04-24 | 2010-09-02 | Informatica Corporation | Data Event Processing and Application Integration in a Network |
| US20050222931A1 (en) * | 2003-08-27 | 2005-10-06 | Ascential Software Corporation | Real time data integration services for financial information data integration |
| WO2009020501A1 (en) * | 2007-08-03 | 2009-02-12 | Sybase, Inc. | Unwired enterprise platform |
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