KR20100009979A - Information providing system by fax operation automation - Google Patents

Abstract

The present invention relates to a method and a system for providing information by automating a fax job, the method comprising: (a) receiving information request data, storing (b) storing the information request data in an information providing database, and requesting information. (C) receiving field data necessary for generating, converting the received field data into information providing data, and transmitting (e) the converted information providing data.

Description

Method and system for providing information by automation of FA operations

The present invention relates to a method and system for providing information by automating a FAX task, and is an invention for more quickly providing various financial related information provided by a financial institution.

One of the main tasks of financial institutions is to provide financial information. In the financial information, everyone has the same information, and there is financial information that receives and provides a financial status of a specific person. The same information for everyone is made public and can be easily transmitted to the customer. However, information about a particular person's financial condition, or information about a particular process, has the particularity that should be communicated only to the person requesting such information. In addition, it may take several hours to search for and provide specific information. Conventionally, such a process has gone through the process of inputting human resources to receive and confirm the request for information, check the payment details, and provide the information again.

However, this process requires a lot of time and human resources.

In other words, repeated seating time and confirmation time for fax transmission and reception occurred repeatedly and wasted LOSS-TIME, and the document output continued to be output on A4 paper, resulting in excessive amount of document output. It is necessary to store documents.

 Thus, there is a need to provide a more automated process for dedicating human resources to requests for information.

Through the method of providing information by FAX automation, the bank computer system and the fax server system are directly linked so that FAX can be sent automatically without any output or handwriting. This minimizes repetitive and unnecessary LOSS-TIME, simplifies the BPR process, and enhances customer service by automating document submission and delivery.

In addition, the document output amount is reduced by the processing of the image received by the FAX server, and the security can be strengthened by checking the information of the sender and receiver of the document and managing the authentication. In addition, it is possible to solve the work centralization caused by the mass processing of documents through the automation of the manual FAX transmission / reception work.

Receiving (a) receiving information request data, storing (b) storing the information request data in an information providing database, (c) receiving field data necessary for generating the requested information, and receiving the received field data. (D) converting into informational data, and (e) transmitting the converted informational data.

According to an embodiment of the present invention, it is possible to process the repeated FAX information provision, thereby saving time and simplifying the process, and reducing the amount of document output and storage area, thereby increasing economic benefits.

In addition, since the transmission and reception of the document is clearly recorded by the automation, it may be possible to systematically manage the financial information.

Hereinafter will be described in detail for the practice of the present invention. The contents described herein do not limit the scope of the present invention, but are described by way of example. Accordingly, the content described herein may be modified and applied by those skilled in the art, and such applications are also included in the claims of the present invention.

1 is a diagram showing a conventional FAX document receiving and receiving. Usually, there are various tasks of sending and receiving documents through FAX. For example, the business of providing financial information includes receiving a request for providing financial transaction information and sending a document, and the checking and settlement service includes sending / receiving a bill of note confirmation and a bill exchange agreement. In addition, the bill exchange service includes a task of sending and receiving a check for confirmation of unpaid check information, a task of sending and receiving a bill of notification of a side check of a bank note, and a task of sending and receiving a request for processing a check. In addition, there is a cashier's list service, export invoice and import / receive operation. The above example is a list of tasks mainly handled by a financial institution among the transmission and reception of various documents, and corresponds to an exemplary enumeration.

The prior art for processing these tasks starts with the FAX / SCAN reception, as shown in Figure 1 (S10). If the reception is complete, assign a contact person for each case (S20). And it collects financial information on a case-by-case basis for what information is requested (S30). When the information collection is completed, prepare a fax sending document for provision according to the format so that data can be transmitted to the requestor (S40). And notifies the fee required to process the request information (S50). This claim process can be written by hand. After checking whether the fee has been deposited (S60), the information created in step S40 is transmitted through an information delivery method such as FAX or mail (S70). Then, in order to manage the security and history of document provision, a process of scanning and storing the data on the provisions as an image is performed (S80).

2 is a diagram illustrating a method of providing information by automating a FAX task according to an embodiment of the present invention.

Receive or receive a FAX / Scan (S110). Here, reception / reception of FAX / Scan means a process of receiving information request data. In this process, when the information request data is FAX / Scan, it may be image data. On the other hand, there is a method of receiving and processing information from a customer on the Internet. This is a method of transmitting data according to a communication protocol when a user submits a number or letter of information required by a customer through a login process of a web or in a separate client program installed under a predetermined communication protocol. In the case of receiving image data, the automatic character recognition program in the document can automatically and clearly determine what data is requested in the image in order to increase the automation performance.

After entering the requesting agency information and automatically assigns a contact person (S120), and processes the data request of the financial information (S130). And it collects the necessary data to provide the requested information and proceeds to C / C (Center Cut) processing (S140). When the collection is completed or the scan of other data is completed (S150), the fee required to provide the data is billed as a notification fee of the person (S160).

In this case, the notification cost of the person named may be automatically calculated per person, and in this case, a virtual account is automatically generated and an invoice is sent. In this process, billing adds a fax, mail, SMS text, as well as a predetermined program or web-based verification process that allows customers to verify and pay the costs. After the billing is completed, the information is provided if the customer pays the bill (S170). In addition, fax, mail, web, and a program based on predetermined communication protocols can be used to confirm the information requested by the customer. Finally, there can be a management process for providing these data. Since all the work is automated, it is possible to manage information about what information is requested, which personnel has been processed and notified (S180).

3 is a flow chart according to one embodiment of the invention. 3 is a flowchart illustrating a process of receiving and processing some information in a system for providing information and how to transmit the data to an information requester.

3 is a view for explaining a process that is operated in the central server for transmitting and receiving data in order to automate the tasks previously processed by fax or the like in the present invention. Therefore, in addition to the server described with reference to FIG. 3, a client requesting information, a client of a financial institution performing a task, and a client receiving the requested information may be connected. In the related art, although data has been transmitted and received by fax, the server of FIG. 3 may transmit and receive data through an image file, a communication protocol, or the web.

Information request data is received from a computer or communication device owned by an institution or individual requesting information (S210). When requesting information is a web page or a predetermined client program, the information request data may be received according to a preset protocol or data structure.

In addition, the information request data received through the customer center such as a telephone can receive the information request data through a communication protocol previously promised by the internal system. In operation S210, image data may be received. When the information requester transmits data through a fax, the image may be received as a file. In this case, the character recognition process may be combined to automatically extract the information request data from the image file.

The information request data is stored in the information providing database (S220). This is to inform the person handling the task what information is requested and to leave a log file for further data management.

When data for requesting information is received and stored, field data necessary for generating the requested information is received (S230). Field data can be extracted through a DB query from a financial information database stored on a server of a financial institution. In this process, the person in charge can directly input the field data using a predetermined input tool. When data stored in a financial institution is directly extracted by a DB query to automatically receive field data, it may also follow a predetermined communication protocol or receive field data in a predetermined data structure.

The field data may be variously applied according to the information request data. For example, when the request for providing financial transaction information is information request data, various data constituting the financial transaction information may be field data. The corresponding field data may also vary depending on the information provided for transmission / reception tasks such as an acknowledgment of an acknowledgment of an acknowledgment of a bill of note and an agreement for exchange of notes.

The received field data is converted into information providing data (S240). The converted information providing data is transmitted (S250).

The conversion of informational data depends on how the information is transmitted. If the recipient wants to receive it by fax, he can convert it to an image for fax transmission and send it. If he wants to receive it by mail, he can convert it to a mail transmission format and send it. In addition, when confirming by a web server or a predetermined client program, information can be converted into a protocol or a predetermined data structure and transmitted.

Similarly, the transmission of the converted information providing data varies depending on the type of server to be received, whether it is a fax server, a mail server, a web server, or a server in a predetermined client-server system. Can be applied.

In the process of FIG. 3, a step of processing costs may be added. Cost processing steps can be added at any stage, depending on the business process. Cost processing generates and stores cost information according to a predetermined rate, and it is possible to check whether or not a deposit is made based on an identifier of the cost information. Confirmation of the deposit is possible by receiving the payment data and comparing it with the cost information.

In addition, an approval process may be added before transmitting the informational data. Therefore, according to the payment process, it is possible to add the predetermined authentication information to replace the payment of the payment worker's payment image or payment.

4 is a diagram illustrating a process of receiving and providing a request for providing financial transaction information in an automated system according to an exemplary embodiment of the present invention. The conventional method of performing a business was a method of reviewing a request for providing financial transaction information received by FAX or mail, outputting a bill and a statement by hand through a bank computer system, and sending it by fax.

In the case of applying the automation system, image reception is first performed through a FAX server (S310). And automatically assigns to the agency personnel (S320). It may have a representative for each financial transaction. Here, the person in charge of the institution may be not only information about the person performing the work but also an identifier of a separate database that stores the information.

In addition, the field data is received to generate the information providing data (S330), and the data collection may be variously collected. For example, you can collect an image of a slip-trade application.

In the transaction specification system, detailed transactions (TXT files) can be collected or data can be collected through WINS inquiry information. If the person in charge directly inputs data through a predetermined interface, the data can be classified as field data in the corresponding interface. The data input by hand may be the contents of image data which are not divided by fields such as M / T film, BPR transfer slip-trade application, or recorded in books and documents.

When the collection of the financial information is completed, that is, when all of the field data is received, the information providing data is generated (S340). As shown in FIG. And the responsible person receives the payment data (S350). The payment data means receiving authentication data that replaces the payment seal or payment. And send a bill for a fee to the person asking for information (S360). After checking whether the money has been deposited, the server sends the financial information provider (S370).

FIG. 5 is a diagram illustrating a process of transmitting and receiving a negative sound notification confirmation document in an automated system according to an exemplary embodiment of the present invention.

In the past, an Excel file was used to print and then send and receive a fax. In other words, after notifying the bankruptcy by wire, making a written notice of the bankruptcy note, and stamping the seal of the responsible person, FAX was sent to the other bank, and it was confirmed by wire.

However, according to the embodiment of the present invention, data including the fact of default is received (S410). This is a step in which the person in charge who is notified of the bankruptcy fact is input to the server. Then, a notification of the notification of the draft is made (S430). This means the reception of field data. And the responsible person receives the payment data (S440). The payment data means receiving authentication data that replaces the payment seal or payment. The notification of the unacceptable bill including the payment data is transmitted to the server (S450).

FIG. 6 is a diagram illustrating a process in which a task of sending a bill check exchange agreement is processed in an automated system according to an embodiment of the present invention.

The task of sending and receiving bill check and settlement agreements can also be handled in an automated system. That is, in the related art, the file is written in an Excel file, outputted, and then transmitted and received by FAX. However, in the present invention, data of a request for details of bill exchange payment data is received (S510), and the request details are converted into field data ( S520). And draft check exchange payment agreement can be written (S530) can be sent or sent as information providing data (S540). At this time, the bill check exchange agreement may be transmitted to the fax server as an image file, or may be sent to the mail server in a mail format. The fax server or mail server sends the received data by fax or mail.

7 is a diagram illustrating a process in which an operation for sending an unpaid check information confirmation request (confirmation) document according to an embodiment of the present invention is processed in an automated system.

Unpaid check information confirmation requests (transmissions) can also be handled by automated systems. In the prior art, the result of the inquiry in the bank computer system was output, and the fax was transmitted and received. In an embodiment of the present invention, a request for confirmation of unpaid check information is received as information request data (S610), and information about the unpaid check is received as field data and converted into information providing data (S620). A check of unpaid check information to be sent may be generated (S630), including payment data or authentication data of the person in charge (S640), and may be sent or transmitted to a fax server, a mail server, or a web server (S650).

In addition, it is possible to handle the transmission and reception of (in front of) the side door notification confirmation letter. In the past, the output of the inquiry in the bank computer system was printed and transmitted and received by the bank computer system. Can be transmitted.

The processing check providing application (provision) letter transmission and reception also conventionally outputs the results inquired by the bank computer system to transmit and receive the fax, but according to this system can transmit the information providing data without outputting the separate results.

8 is a diagram illustrating a process in which a task of sending a current transport specification list according to an embodiment of the present invention is processed in an automated system.

The present transport target specification dispatch task can also be processed in the automation system according to an embodiment of the present invention. In the past, the information output from the bank computer system was output and faxed as in the normal information provision. In other words, the logistics management system printed out the 'present transport request details' for each regional center, sent faxes to each branch of the company in charge of regional logistics, and sent out e-mails according to the system of the company in charge.

However, through the automation system of the present invention, when the current transport target is inquired in the logistics management system, it is possible to grasp the "previous transport request details" previously received.

That is, when looking at the point of view of the data transmitted from the logistics management system, when receiving the "prefecture transport request details" as the information request data (S710), after generating the information providing data corresponding to the request details (S720), Information providing data can be transmitted to the registered fax number or e-mail address (S730).

In addition, the embodiment of the present invention can be applied to the export INVOICE and import ORDER transmission and reception tasks, it is also possible to transmit the information providing data without separately outputting the result.

The specific contents for the practice of the present invention have been presented. This includes various examples for applying the present invention to the actual financial industry, but because of this the scope of the present invention is not limited and interpreted. The scope of the invention is determined only by the claims.

The present invention can automate the information providing task that was provided manually by a financial institution.

More information needs to be provided, and it is necessary to manage the information provision history so that the entire process can be automated to check what data has been sent and received, avoid unnecessary document output, and depending on the situation of the information requestor, fax, mail, web data, etc. Information can be provided in a variety of ways.

1 is a diagram showing a conventional FAX document receiving and receiving.

2 is a diagram illustrating a method of providing information by automating a FAX task according to an embodiment of the present invention.

3 is a flow chart according to one embodiment of the invention.

4 is a diagram illustrating a process of receiving and providing a request for providing financial transaction information in an automated system according to an exemplary embodiment of the present invention.

FIG. 5 is a diagram illustrating a process of transmitting and receiving a negative sound notification confirmation document in an automated system according to an exemplary embodiment of the present invention.

Claims (12)

(A) receiving information request data; (B) storing the information request data in an information providing database; (C) receiving field data necessary for generating the requested information; Converting the received field data into informational data (d); And And (e) transmitting the converted informational data. The method of claim 1, The step (a) further comprises the step of receiving the communication data in accordance with a predetermined communication protocol or a predetermined data structure, the information providing method by automation of the FAX task. The method of claim 1, Wherein (a) the receiving step further comprises the step of receiving the image data including the information request data, information providing method by automation of the FAX operation. The method of claim 3, wherein And extracting information request data by a character recognition process to read the image data. The method of claim 1, And the field data includes contents of information requested by the information request data. The method of claim 1, The step (c) further includes the step of receiving communication data in accordance with a predetermined communication protocol or a predetermined data structure, the information providing method by automation of the FAX task. The method of claim 1, In step (d) And converting the received data into a format that can be sent by fax or e-mail. The method of claim 1, In step (d) And converting the received data into a format identifiable by a protocol on a communication. The method of claim 1, Step (e) is A method for providing information by automating a fax job, which is transmitted through a fax server, a mail server, a web server, or a server in a client-server system. The method of claim 1, Generating and storing cost information related to the transmission of the information providing data; And And receiving cost payment data using the stored cost information as an identifier. The method of claim 1, And receiving payment processing data related to the transmission of the information providing data. A system for transmitting informational data by the method of claims 1-11.

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