TWM605311U - Customer data management system - Google Patents

Abstract

A customer data management system includes a user-end electronic device and a customer data management server. The client electronic device reads a first identity verification page from the customer data management server according to a data update URL. The consumer electronic device sends a to-be-verified identity card number and a to-be-verified mobile phone number to the customer data management server through the first identity verification page. After the client data management server determines that the ID number to be verified matches a pre-stored ID number of the data update URL and the mobile phone number to be verified matches a pre-stored mobile phone number, it sends a basic data editing page containing a basic data to the user. End electronic device. The client electronic device sends an updated basic data to the customer data management server through the basic data editing page.

Description

Customer Information Management System

This model relates to a data management system, especially a customer data management system.

Financial institutions retain basic customer information, and in accordance with relevant laws and regulations, financial institutions must continuously review the identities of customers to ensure that customer information is updated. How to allow customers to handle data update procedures with both convenience and safety is the subject of this new model.

Therefore, the purpose of the present invention is to provide a customer information management system.

Therefore, the new customer data management system includes a user-end electronic device and a customer data management server. The user-end electronic device is operated by a user. The customer data management server is electrically connected to the consumer electronic device, and stores a pre-stored ID card number, a pre-stored mobile phone number, a basic data, and a data update URL related to a customer. The data update URL includes The number of the stored ID card.

The consumer electronic device reads a first identity verification page from the customer data management server according to the data update URL.

The consumer electronic device transmits a to-be-verified identity card number and a to-be-verified mobile phone number to the customer data management server through the first identity verification page.

When the customer data management server receives the to-be-verified ID card number and the to-be-verified mobile phone number, the customer data management server determines whether the to-be-verified ID card number matches the pre-stored ID card number of the data update URL and Whether the mobile phone number to be verified matches the pre-stored mobile phone number.

After the client data management server determines that the ID number to be verified matches the pre-stored ID number of the data update URL and the mobile phone number to be verified matches the pre-stored mobile phone number, the client data management server sends a message containing The basic data is used for the user to confirm and edit the basic data editing page to the user-end electronic device.

The consumer electronic device sends an updated basic data to the customer data management server through the basic data editing page.

The customer data management server updates the basic data according to the updated basic data.

In some implementation aspects, the information update URL also includes an review number.

In some implementation aspects, the customer data management server updates the basic data according to the updated basic data, and then executes a case closing procedure related to the review number.

In some implementation aspects, the customer data management system is suitable for communicating with a SMS sending server.

The customer data management server determines that the ID number to be verified matches the pre-stored ID number of the data update URL and the mobile phone number to be verified matches the pre-stored mobile phone number, and then sends the basic data edit page to Before the consumer electronic device, send a first SMS sending request to the SMS sending server, and send a second identity verification page to the consumer electronic device, the first SMS sending request includes a first one-time password And the pre-stored mobile phone number, and the SMS sending server sends a first password notification SMS containing the first one-time password according to the pre-stored mobile phone number.

The consumer electronic device transmits a first to-be-verified password to the customer data management server through the second identity verification page.

After determining that the first to-be-verified password matches the first one-time password, the customer data management server transmits the basic data editing page to the user-end electronic device.

In some implementations, after receiving the updated basic data and before updating the basic data based on the updated basic data, the customer data management server sends a second SMS sending request to the SMS sending server, And send a third identity verification page to the user-end electronic device, the second SMS sending request includes a second one-time password and the pre-stored mobile phone number, and make the SMS sending server send according to the pre-stored mobile phone number A second password notification short message containing the second one-time password.

The consumer electronic device transmits a second password to be verified to the customer data management server through the third identity verification page.

After determining that the second password to be verified matches the second one-time password, the customer data management server updates the basic data according to the updated basic data.

In some implementations, the customer data management server, after updating the basic data based on the updated basic data, sends a third short message sending request to the short message sending server, and the third short message sending request includes a data update Completion notification message and the pre-stored mobile phone number, and make the short message sending server send a data update completion notification short message containing the data update completion notification message according to the pre-stored mobile phone number.

The effect of the present invention is that after the client data management server determines that the ID number to be verified matches the pre-stored ID number of the data update URL, and the mobile phone number to be verified matches the pre-stored mobile phone number, Send the basic data editing page containing the basic data for the user to confirm and edit to the client electronic device, and update the basic data according to the updated basic data, so that the client can handle the data update procedure and It is convenient and safe. Furthermore, after the customer data management server determines that the first to-be-verified password matches the first one-time password, it sends the basic data editing page to the user-end electronic device. The security is further improved. In addition, the customer data management server can update the basic data according to the updated basic data after determining that the second to-be-verified password matches the second one-time password, which can further enhance the security .

Referring to FIG. 1, an embodiment of the new type of customer data management system 100 is suitable for communicating with a short message sending server 200 and includes a consumer electronic device 1 and a customer data management server 2.

The user-end electronic device 1 is operated by a user. The user-end electronic device 1 is, for example, a smart phone, a tablet computer, a laptop computer or a desktop computer.

The customer data management server 2 is electrically connected to the consumer electronic device 1 through a communication network, and stores a pre-stored ID number, a pre-stored mobile phone number, a basic data, and a data update URL related to a customer. The pre-stored ID card number, the pre-stored mobile phone number and the basic information are pre-stored by the customer through the counter or online. The basic information includes, for example, the occupation category, title, company, home phone number, company phone number, and mailing address related to the client, but it is not limited to this. In this embodiment, the data update URL is generated by the customer data management server 2 and includes the pre-stored ID number and an audit number (for example, a customer identity continuous audit number), that is, the data update URL It is unique and only for the customer. The customer data management server 2 can provide the data update URL to the customer through SMS, email, etc.

1 and 2, the following describes the steps performed by the customer information management system 100. First, as shown in step S01, the consumer electronic device 1 reads a first identity verification page from the customer data management server 2 according to the data update URL. For example, the user-end electronic device 1 uses the data update URL to link to the customer data management server 2 through the installed browser to receive the first identity verification page.

Then, as shown in step S02, the consumer electronic device 1 transmits a to-be-verified identity card number and a to-be-verified mobile phone number input by the user to the customer data management server 2 through the first identity verification page.

Then, as shown in step S03, when the customer data management server 2 receives the to-be-verified identity card number and the to-be-verified mobile phone number, the customer data management server 2 determines whether the to-be-verified identity card number is the same as the data Whether the pre-stored ID card number of the updated URL matches and the mobile phone number to be verified matches the pre-stored mobile phone number, if not, the process ends, if yes, then step S04 is executed.

In step S04, when the customer data management server 2 determines that the ID card number to be verified matches the pre-stored ID card number of the data update URL and the mobile phone number to be verified matches the pre-stored mobile phone number, the customer data management server The device 2 sends a first SMS sending request to the SMS sending server 200, and sends a second identity verification page to the user-end electronic device 1. The first short message sending request includes a first one-time password and the pre-stored mobile phone number, and the short message sending server 200 sends a first password notification including the first one-time password according to the pre-stored mobile phone number Newsletter.

Then, as shown in step S05, the consumer electronic device 1 transmits a first to-be-verified password to the customer data management server 2 through the second identity verification page.

Then, as shown in step S06, after receiving the first password to be verified, the customer data management server 2 determines whether the first password to be verified matches the first one-time password, if not, the process ends , If yes, proceed to step S07.

In step S07, after determining that the first password to be verified matches the first one-time password, the customer data management server 2 sends a basic data editing page containing the basic data for the user to confirm and edit Give the user-end electronic device 1.

Then, as shown in step S08, the consumer electronic device 1 transmits an updated basic data to the customer data management server 2 through the basic data editing page.

Then, as shown in step S09, after receiving the updated basic data, the customer data management server 2 sends a second SMS sending request to the SMS sending server 200, and sends a third identity verification page to the SMS sending server 200. Use end electronic device 1. The second SMS sending request includes a second one-time password and the pre-stored mobile phone number, and the SMS sending server 200 sends a second password notification including the second one-time password according to the pre-stored mobile phone number Newsletter.

Then, as shown in step S10, the consumer electronic device 1 transmits a second password to be verified to the customer data management server 2 through the third identity verification page.

Then, as shown in step S11, after receiving the second password to be verified, the customer data management server 2 determines whether the second password to be verified matches the second one-time password, if not, the process ends If yes, then step S12 is executed.

In step S12, after determining that the second password to be verified matches the second one-time password, the customer data management server 2 updates the basic data according to the updated basic data.

Then, as shown in step S13, the client data management server 2 updates the basic data according to the updated basic data, and executes a case closing procedure related to the review number.

Then, as shown in step S14, the customer data management server 2 sends a third SMS sending request to the SMS sending server 200, and the third SMS sending request includes a data update completion notification message and the pre-stored mobile phone number. And make the short message sending server 200 send a data update completion notification short message containing the data update completion notification message according to the pre-stored mobile phone number, thereby notifying the client that the data update has been completed.

In summary, the new customer data management system 100 uses the customer data management server 2 to determine that the ID number to be verified matches the pre-stored ID number of the data update URL and the mobile phone number to be verified matches the After the pre-stored mobile phone numbers match, send the basic data editing page containing the basic data for the user to confirm and edit to the client electronic device 1, and update the basic data according to the updated basic data, so that The client's data update procedure is both convenient and safe. Furthermore, the client data management server 2 sends the basic data edit after judging that the first password to be verified matches the first one-time password The page is given to the user-end electronic device 1, which can further enhance the security. In addition, the customer data management server 2 determines that the second password to be verified matches the second one-time password according to the updated basic data Updating the basic information can further enhance the safety, so it can indeed achieve the purpose of costing new models.

However, the above-mentioned are only examples of the present model, and should not be used to limit the scope of implementation of the present model, all simple equivalent changes and modifications made in accordance with the patent scope of the present model application and the contents of the patent specification still belong to This new patent covers the scope.

100: Customer Information Management System

1: Consumer electronic device

2: Customer data management server

200: SMS sending server

S01~S14: steps

Other features and effects of the present invention will be clearly presented in the embodiments with reference to the drawings, in which: Figure 1 is a schematic diagram of a hardware connection relationship of an embodiment of the new customer data management system; and Figure 2 is a flowchart of this embodiment.

100: Customer Information Management System

1: Consumer electronic device

2: Customer data management server

200: SMS sending server

Claims (6)

A customer information management system, including: A user-end electronic device for a user to operate; and A customer data management server, which is electrically connected to the consumer electronic device, and stores a pre-stored ID card number, a pre-stored mobile phone number, a basic data, and a data update URL related to a customer. The data update URL Include the number of the pre-stored ID card; The consumer electronic device reads a first identity verification page from the customer data management server according to the data update URL; The consumer electronic device sends a to-be-verified identity card number and a to-be-verified mobile phone number to the customer data management server through the first identity verification page; When the customer data management server receives the to-be-verified ID card number and the to-be-verified mobile phone number, the customer data management server determines whether the to-be-verified ID card number matches the pre-stored ID card number of the data update URL and Whether the mobile phone number to be verified matches the pre-stored mobile phone number; After the client data management server determines that the ID number to be verified matches the pre-stored ID number of the data update URL and the mobile phone number to be verified matches the pre-stored mobile phone number, the client data management server sends a message containing The basic data and the basic data editing page used for the user to confirm and edit to the user-end electronic device; The client electronic device sends an updated basic data to the customer data management server through the basic data editing page; The customer data management server updates the basic data according to the updated basic data. The customer information management system according to claim 1, wherein the information update URL also includes an examination number. The customer data management system according to claim 2, wherein the customer data management server updates the basic data according to the updated basic data, and executes a case closing procedure related to the review number. The customer data management system described in claim 1 is suitable for communicating with a text message sending server; The customer data management server determines that the ID number to be verified matches the pre-stored ID number of the data update URL and the mobile phone number to be verified matches the pre-stored mobile phone number, and then sends the basic data edit page to Before the consumer electronic device, send a first SMS sending request to the SMS sending server, and send a second identity verification page to the consumer electronic device, the first SMS sending request includes a first one-time password And the pre-stored mobile phone number, and enabling the SMS sending server to send a first password notification SMS containing the first one-time password according to the pre-stored mobile phone number; The consumer electronic device transmits a first to-be-verified password to the customer data management server through the second identity verification page; After determining that the first to-be-verified password matches the first one-time password, the customer data management server transmits the basic data editing page to the user-end electronic device. The customer data management system described in claim 1 is suitable for communicating with a text message sending server; After receiving the updated basic data and before updating the basic data based on the updated basic data, the customer data management server sends a second SMS sending request to the SMS sending server, and sends a third identity verification The page is sent to the user-end electronic device, the second SMS sending request includes a second one-time password and the pre-stored mobile phone number, and the SMS sending server sends a message including the second time according to the pre-stored mobile phone number The second password notification short message of the sex password; The consumer electronic device sends a second password to be verified to the customer data management server through the third identity verification page; After determining that the second password to be verified matches the second one-time password, the customer data management server updates the basic data according to the updated basic data. The customer data management system described in claim 1 is suitable for communicating with a text message sending server; After updating the basic data based on the updated basic data, the customer data management server sends a third short message sending request to the short message sending server, the third short message sending request includes a data update completion notification message and the pre-stored action And make the short message sending server send a data update completion notification short message including the data update completion notification message according to the pre-stored mobile phone number.

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