WO2017149358A1 - Procédé automatisé de recherche et de demande d'informations financières d'utilisateurs utilisant un service web - Google Patents

Procédé automatisé de recherche et de demande d'informations financières d'utilisateurs utilisant un service web Download PDF

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Publication number
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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WO
WIPO (PCT)
Prior art keywords
information
thread
request
allows
server
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Application number
PCT/IB2016/051182
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English (en)
Spanish (es)
Inventor
Ignacio CARRILLO ALCOCER
Ernesto Alonso CARVAJAL RIVERA
Miguel CARRILLO ALCOCER
Luis Alberto PINEDA GARCIA
Original Assignee
Carrillo Alcocer Ignacio
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Carrillo Alcocer Ignacio filed Critical Carrillo Alcocer Ignacio
Priority to PCT/IB2016/051182 priority Critical patent/WO2017149358A1/fr
Publication of WO2017149358A1 publication Critical patent/WO2017149358A1/fr

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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
    • 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.

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  • Engineering & Computer Science (AREA)
  • Theoretical Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Human Resources & Organizations (AREA)
  • Data Mining & Analysis (AREA)
  • Strategic Management (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • Entrepreneurship & Innovation (AREA)
  • General Engineering & Computer Science (AREA)
  • Databases & Information Systems (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Operations Research (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • General Business, Economics & Management (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

La présente invention concerne la mise en œuvre d'un procédé qui permet à un utilisateur autorisé d'une entité ou entreprise centrale ainsi que d'une unité secondaire dépendante de celle-ci, d'entrer au moyen d'un système développé précédemment qui fournit à l'utilisateur un identifiant et un mot de passe pour consulter des informations financières stockées dans les bases de données d'un client, l'accès étant fourni au moyen d'un web service lequel trace toutes les informations du client qui possède l'entité et les unités, et produit un résultat qui se limite exclusivement aux informations financières, en particulier aux dettes contractées par le client envers l'une quelconque des unités secondaires et qui n'ont pas été payées.
PCT/IB2016/051182 2016-03-02 2016-03-02 Procédé automatisé de recherche et de demande d'informations financières d'utilisateurs utilisant un service web WO2017149358A1 (fr)

Priority Applications (1)

Application Number Priority Date Filing Date Title
PCT/IB2016/051182 WO2017149358A1 (fr) 2016-03-02 2016-03-02 Procédé automatisé de recherche et de demande d'informations financières d'utilisateurs utilisant un service web

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/IB2016/051182 WO2017149358A1 (fr) 2016-03-02 2016-03-02 Procédé automatisé de recherche et de demande d'informations financières d'utilisateurs utilisant un service web

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WO2017149358A1 true WO2017149358A1 (fr) 2017-09-08

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Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1998058356A2 (fr) * 1997-06-16 1998-12-23 Keilani Badieh Z Ii Systeme et procede de traitement d'applications financieres multiples au moyen d'un reseau des valeurs a trois tiers
US6571282B1 (en) * 1999-08-31 2003-05-27 Accenture Llp Block-based communication in a communication services patterns environment
US20050222931A1 (en) * 2003-08-27 2005-10-06 Ascential Software Corporation Real time data integration services for financial information data integration
WO2009020501A1 (fr) * 2007-08-03 2009-02-12 Sybase, Inc. Plate-forme d'entreprise non câblée
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

Patent Citations (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1998058356A2 (fr) * 1997-06-16 1998-12-23 Keilani Badieh Z Ii Systeme et procede de traitement d'applications financieres multiples au moyen d'un reseau des valeurs a trois tiers
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 (fr) * 2007-08-03 2009-02-12 Sybase, Inc. Plate-forme d'entreprise non câblée
US20150149209A1 (en) * 2013-11-27 2015-05-28 General Electric Company Remote/local reference sharing and resolution

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