TWI798997B - Information system and information managing method - Google Patents

Information system and information managing method Download PDF

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TWI798997B
TWI798997B TW110146844A TW110146844A TWI798997B TW I798997 B TWI798997 B TW I798997B TW 110146844 A TW110146844 A TW 110146844A TW 110146844 A TW110146844 A TW 110146844A TW I798997 B TWI798997 B TW I798997B
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electronic device
information
server
connection
operation interface
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TW202326473A (en
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余育宗
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中慧通金融科技股份有限公司
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Abstract

An information system and an information managing method are provided. The information system includes a first electronic device, a second electronic device, a first server and a second server. The first electronic device has a first operating interface, configured to receive an operating information provided from a user. The second electronic device has a second operating interface, configured to receive an assistive information from a clerk in response to the operating information. The first server is coupled between the first electronic device and the second electronic device to establish a first connection. The first server transmits the operating information and the assistive information between the first electronic device and the second electronic device instantly and bi-directionally according to a WebSocket protocol. The second server is coupled between the first electronic device and the second electronic device to establish a second connection for conducting a videotelephony meeting.

Description

資訊系統及資訊管理方法Information systems and information management methods

本發明是有關於一種系統及方法，且特別是有關於一種資訊系統及資訊管理方法。The present invention relates to a system and method, and in particular to an information system and an information management method.

隨著技術的進步、法規的鬆綁以及疫情的變化，遠距服務在現今社會已經逐漸演變為主流的服務型態之一。然而，在銀行業中，由於各項金融業務的操作程序繁瑣，且必須符合金融法規規範，讓使用者往往透過遠距服務進行金融業務的操作上困難重重。因此，現有技術實有改善之必要。With the advancement of technology, loosening of laws and regulations, and changes in the epidemic situation, remote services have gradually evolved into one of the mainstream service types in today's society. However, in the banking industry, due to the cumbersome operating procedures of various financial services and the need to comply with financial regulations, users often face difficulties in conducting financial services through remote services. Therefore, there is a need for improvement in the prior art.

本發明提供一種資訊系統及資訊管理方法，其可改善進行遠距金融服務的困難。The invention provides an information system and an information management method, which can improve the difficulty of performing remote financial services.

本發明的資訊系統包括第一電子裝置、第二電子裝置、第一伺服器及第二伺服器。第一電子裝置具有第一操作介面，其用以接收使用者所提供的操作資訊。第二電子裝置具有第二操作介面，其用以接收協助者所提供回應於操作資訊的提示資訊。第一伺服器於第一電子裝置及第二電子裝置之間建立第一連線。第一伺服器依據WebSocket通訊協定以於第一電子裝置及第二電子裝置之間即時並雙向地傳輸操作資訊及提示資訊。第二伺服器於第一電子裝置及第二電子裝置間建立第二連線，以進行視訊通訊。The information system of the present invention includes a first electronic device, a second electronic device, a first server and a second server. The first electronic device has a first operation interface for receiving operation information provided by a user. The second electronic device has a second operation interface for receiving prompt information provided by the assistant in response to the operation information. The first server establishes a first connection between the first electronic device and the second electronic device. The first server transmits operation information and prompt information between the first electronic device and the second electronic device in real time and bidirectionally according to the WebSocket communication protocol. The second server establishes a second connection between the first electronic device and the second electronic device for video communication.

本發明的資訊管理方法包括：提供具有第一操作介面的第一電子裝置，並透過第一操作介面來接收使用者所提供的操作資訊。提供具有第二操作介面的第二電子裝置，並透過第二操作介面來接收協助者所提供回應於操作資訊的提示資訊；提供第一伺服器連接於第一電子裝置及第二電子裝置之間，並且第一伺服器依據WebSocket通訊協定以於第一電子裝置及第二電子裝置之間建立第一連線，以即時並雙向地傳輸操作資訊及提示資訊。提供第二伺服器連接於第一電子裝置及第二電子裝置間以建立第二連線，其中第二伺服器用以於第一電子裝置及第二電子裝置進行視訊通訊。The information management method of the present invention includes: providing a first electronic device with a first operation interface, and receiving operation information provided by a user through the first operation interface. Provide the second electronic device with the second operation interface, and receive prompt information provided by the assistant in response to the operation information through the second operation interface; provide a first server connected between the first electronic device and the second electronic device , and the first server establishes a first connection between the first electronic device and the second electronic device according to the WebSocket communication protocol, so as to transmit operation information and prompt information in real time and bidirectionally. A second server is provided to be connected between the first electronic device and the second electronic device to establish a second connection, wherein the second server is used for video communication between the first electronic device and the second electronic device.

基於上述，本發明的資訊系統及資訊管理方法可依據WebSocket通訊協定互相連接，以提供即時並雙向地傳輸，讓使用者可獲得即時的協助，有效改善遠距金融服務。Based on the above, the information system and information management method of the present invention can be connected to each other according to the WebSocket communication protocol to provide real-time and two-way transmission, so that users can obtain real-time assistance and effectively improve long-distance financial services.

圖1A為本發明實施例一資訊系統1的示意圖。資訊系統1包括電子裝置10、伺服器20、30及電子裝置40。FIG. 1A is a schematic diagram of an information system 1 according to an embodiment of the present invention. The information system 1 includes an electronic device 10 , servers 20 , 30 and an electronic device 40 .

大致來說，電子裝置10可提供使用者進行特定服務的金融業務操作，用以接收使用者操作以產生相對應的操作資訊，操作資訊可例如包括欲進行的操作業務種類、申辦業務所需的個資（例如是姓名資訊）、或操作選項等資訊。而為了符合金管會的相關法規，電子裝置10上提供有視訊連線的功能，讓使用者可在銀行行員（例如是使用者所欲進行金融業務操作的協助者）的協助之下進行該些特定服務的金融業務操作。舉例來說，操作業務種類可包含本國人或外國人的金融卡發卡業務、黃金存摺開戶、信託帳戶開戶、金融卡換卡補發、數位帳戶提升、約轉異動申請等。Generally speaking, the electronic device 10 can provide users with financial business operations for specific services, and is used to receive user operations to generate corresponding operation information. The operation information can include, for example, the type of operation business to be performed, the requirements required for bidding for business, etc. Personal information (such as name information), or operation options and other information. In order to comply with the relevant regulations of the Financial Supervisory Commission, the electronic device 10 provides a function of video connection, so that the user can perform these tasks with the assistance of a banker (for example, an assistant who the user wants to perform financial business operations). Financial business operations for specific services. For example, the types of business operations may include the issuance of financial cards for domestic or foreign nationals, opening of gold passbook accounts, opening of trust accounts, replacement of financial cards and reissuance of cards, upgrade of digital accounts, application for contract transfers, etc.

另一方面，銀行行員可透過電子裝置40來獲得使用者所輸入的操作資訊並進行審核。同時，銀行行員可透過電子裝置40來與使用者進行視訊連線。因此，銀行行員可透過操作電子裝置40來產生提示資訊，以提供使用者即時的協助。On the other hand, the bank clerk can obtain and verify the operation information input by the user through the electronic device 40 . At the same time, the bank clerk can conduct a video connection with the user through the electronic device 40 . Therefore, the bank clerk can generate prompt information by operating the electronic device 40 to provide immediate assistance to the user.

在電子裝置10、40之間，可具有連線C1～C3。在連線C1中，電子裝置10可透過網路直接互相連接，使電子裝置40可對電子裝置10進行遠端控制。Between the electronic devices 10 and 40, there may be connection lines C1-C3. In the connection C1 , the electronic devices 10 can be directly connected to each other through the network, so that the electronic device 40 can remotely control the electronic device 10 .

在連線C2中，伺服器20連接於電子裝置10、40之間。伺服器20可在電子裝置10、40之間提供視訊通訊。也就是說，電子裝置10、40可分別擷取使用者及銀行行員的視訊影像，並透過伺服器20提供給對方。如此一來，使用者及銀行行員即可透過視訊影像即時通訊。In the connection C2, the server 20 is connected between the electronic devices 10 and 40 . The server 20 can provide video communication between the electronic devices 10 , 40 . That is to say, the electronic devices 10 and 40 can respectively capture the video images of the user and the bank clerk, and provide them to each other through the server 20 . In this way, users and bank clerks can communicate in real time through video images.

在連線C3中，伺服器30連接於電子裝置10、40之間，伺服器30可在電子裝置10、40之間提供即時的傳輸服務。在一些實施例中，伺服器30是依據WebSocket通訊協定以連接於電子裝置10、40之間，以將使用者在電子裝置10上所進行輸入的第一操作畫面欄位內容，轉換成資料電文格式，即時透過WebSocket通訊協定以即時提供至伺服器30，伺服器30依據WebSocket通訊協定取得傳送來的電文資料，除了保存在伺服器30中，並且再將該電文資料透過WebSocket通訊協定即時提供給電子裝置40，使銀行行員可在電子裝置40上即時觀看到使用者在第一操作畫面輸入的個別有效資料，並搭配對第一操作畫面進行的流程回應，進而發出相對應的提示資訊電文資料至電子裝置10來協助使用者。In the connection C3 , the server 30 is connected between the electronic devices 10 and 40 , and the server 30 can provide real-time transmission service between the electronic devices 10 and 40 . In some embodiments, the server 30 is connected between the electronic devices 10 and 40 according to the WebSocket communication protocol, so as to convert the field content of the first operation screen input by the user on the electronic device 10 into a data message The format is provided to the server 30 in real time through the WebSocket communication protocol. The server 30 obtains the transmitted message data according to the WebSocket communication protocol, saves it in the server 30, and then provides the message data to the server 30 through the WebSocket communication protocol in real time. The electronic device 40 enables the bank staff to view the individual valid data input by the user on the first operation screen in real time on the electronic device 40, and cooperate with the process response to the first operation screen, and then send out corresponding prompt information text data to the electronic device 10 to assist the user.

因此，電子裝置10、40之間可透過連線C1～C3以分別進行視訊、遠端操作、操作資訊及提示資訊的電文傳輸。而電子裝置40可透過執行瀏覽器來顯示操作介面，以在單一瀏覽器中將連線C1～C3的傳輸資訊整合並顯示，進而提升銀行行員在協助使用者進行金融業務操作的便利性。Therefore, the electronic devices 10 and 40 can respectively perform video communication, remote operation, operation information and text transmission of prompt information through the connections C1 - C3 . The electronic device 40 can display the operation interface by executing the browser, so as to integrate and display the transmission information of the connections C1-C3 in a single browser, thereby improving the convenience of bank staff in assisting users in financial business operations.

在一些實施例中，電子裝置10可例如是視訊櫃員機（Video Teller Machine，VTM）或是可執行下述功能的電子裝置。電子裝置10可包括環境監控鏡頭100、視訊螢幕101、熱感印表機輸出口102、證件攝影設備103、觸控螢幕104、印表機輸出口105、文件輸入口106、發卡輸出口107及視訊鏡頭108。In some embodiments, the electronic device 10 may be, for example, a video teller machine (Video Teller Machine, VTM) or an electronic device capable of performing the following functions. The electronic device 10 may include an environment monitoring lens 100, a video screen 101, a thermal printer output port 102, a document photographing device 103, a touch screen 104, a printer output port 105, a document input port 106, a card issuing output port 107 and Video camera 108 .

舉例來說，電子裝置10可將第一操作介面顯示為第一操作畫面，透過觸控螢幕104來顯示第一操作畫面。使用者可經由觸控螢幕104來操作第一操作介面，以產生操作資訊來選擇並進行金融業務操作，並透過連線C3將操作資訊提供給伺服器30及電子裝置40。同時，電子裝置10可透過連線C2與電子裝置40進行視訊通訊，讓使用者可透過視訊鏡頭108及視訊螢幕101與協助進行金融業務操作的銀行行員進行視訊連線，故使用者可在銀行行員視訊連線的協助下進行操作。最後，電子裝置10還可透過連線C1以將第一操作畫面提供給電子裝置40，並且電子裝置10還可提供電子裝置40操作第一操作畫面的權限，使銀行行員可透過遠端操作第一畫面來協助使用者進行金融業務操作。For example, the electronic device 10 can display the first operation interface as a first operation screen, and display the first operation screen through the touch screen 104 . The user can operate the first operation interface through the touch screen 104 to generate operation information to select and perform financial business operations, and provide the operation information to the server 30 and the electronic device 40 through the connection C3. At the same time, the electronic device 10 can carry out video communication with the electronic device 40 through the connection C2, so that the user can carry out a video connection with the bank clerk who assists in the financial business operation through the video camera 108 and the video screen 101, so the user can be in the bank Operate with the assistance of the pilot's video link. Finally, the electronic device 10 can also provide the first operation screen to the electronic device 40 through the connection C1, and the electronic device 10 can also provide the authority of the electronic device 40 to operate the first operation screen, so that the bank clerk can operate the second operation screen remotely. One screen to assist users in financial business operations.

另一方面，發口輸出口107亦可具有讀卡功能，使用者可在開始進行金融業務之初時，透過將卡片***發卡輸出口10來進行金融業務操作或***新式國民身分證(New ID)，進行客戶身份認證。進一步，使用者可透過證件攝影設備103、文件輸入口106來提供金融業務進行時所需的必要文件。在一些特定情況下，使用者亦可透過熱感印表機輸出口102、印表機輸出口105取得必要的紙本文件或是文件副本。在另一些特定情況下，當使用者完成金融業務操作（例如是金融卡申請流程）之後，使用者可由發卡輸出口來取得金融卡。而環境監控鏡頭100可提供銀行行員據以觀察使用者進行金融業務操作的環境，進而判斷使用者的人身安全或使用者是否被人脅迫。在一些實施例中，電子裝置10可包含有一個以上或是兩個的環境監控鏡頭，其可分別針對近場及遠場環境進行監控。On the other hand, the issuing output port 107 can also have a card reading function, and the user can carry out financial business operations or insert a new national identity card (New ID card) by inserting a card into the card issuing output port 10 at the beginning of the financial business. ) for customer identity authentication. Further, the user can provide the necessary documents required for the financial business through the document photographing device 103 and the document input port 106 . In some specific cases, users can also obtain necessary paper documents or document copies through the thermal printer output port 102 and the printer output port 105 . In other specific cases, after the user completes the financial business operation (such as the financial card application process), the user can obtain the financial card through the card issuing outlet. The environment monitoring camera 100 can provide bank staff to observe the environment in which the user conducts financial business operations, and then judge the user's personal safety or whether the user is being threatened. In some embodiments, the electronic device 10 may include more than one or two environment monitoring cameras, which can respectively monitor the near-field and far-field environments.

當然，本領域具通常知識者可依據不同使用需求或設計概念來針對上述的電子裝置10進行必要的更動或調整。舉例來說，電子裝置10可例如還包括有環景鏡頭、接近感應器、金屬密碼鍵盤、觸控筆、話筒，或等其他適合的設備。環景鏡頭及接近感應器可用來監控電子裝置10的環境狀態。數字鍵盤及觸控筆可用來取得使用者的操作資訊，又或者是在金融業務操作中以電子簽名來取代紙本簽名。話筒可用來在當客戶透過視訊說明個人資料而擔心旁人聽到時，提供使用者進行電話通訊等。Of course, those skilled in the art can make necessary changes or adjustments to the above-mentioned electronic device 10 according to different usage requirements or design concepts. For example, the electronic device 10 may further include a surround view camera, a proximity sensor, a metal password pad, a stylus, a microphone, or other suitable devices. Surround view lens and proximity sensor can be used to monitor the environmental status of the electronic device 10 . The digital keyboard and stylus can be used to obtain user operation information, or to replace paper signatures with electronic signatures in financial business operations. The microphone can be used to provide users with telephone communication when customers explain personal information through video and are worried that others will hear it.

電子裝置40可接收銀行行員的操作，以產生回應於操作資訊的提示資訊。電子裝置40可例如是移動台、高級移動台（Advanced Mobile Station，AMS）、桌上型電腦、筆記型電腦、網路型電腦、工作站、個人數位助理（personal digital assistant，PDA）、個人電腦（personal computer，PC）、平板電腦、智慧電話等或其他適合的裝置。電子裝置40可具有第二操作介面，並將第二操作介面顯示為第二操作畫面，銀行行員可透過電子裝置40來與使用者進行視訊連線，同時，銀行行員還可透過第二操作畫面來操作第二操作介面，以產生提示資訊及提示並協助使用者所進行的金融業務操作。The electronic device 40 can receive the bank clerk's operation to generate prompt information in response to the operation information. The electronic device 40 can be, for example, a mobile station, an advanced mobile station (Advanced Mobile Station, AMS), a desktop computer, a notebook computer, a network computer, a workstation, a personal digital assistant (personal digital assistant, PDA), a personal computer ( personal computer, PC), tablet computer, smart phone, etc. or other suitable devices. The electronic device 40 can have a second operation interface, and display the second operation interface as a second operation screen. The bank clerk can carry out a video connection with the user through the electronic device 40. At the same time, the bank clerk can also use the second operation screen to to operate the second operation interface to generate prompt information and prompts and assist users in financial business operations.

在一些實施例中，針對連線C1，電子裝置10可安裝有一網頁伺服器（web server），而電子裝置40可透過瀏覽器訪問網頁伺服器，使電子裝置40於執行第二操作介面的瀏覽器上顯示電子裝置10的第一操作畫面，並進行遠端控制。詳細來說，電子裝置10、40之間的連線C3可為超文本標記語言（HyperText Markup Language,HTML）依據超級文字傳輸安全協定（HyperText Transfer Protocol Secure, HTTPS）所進行的連線，使電子裝置40取得進行電子裝置10的第一操作畫面的遠端控制權限。因此，銀行行員可透過電子裝置40所執行的瀏覽器來進行與使用者之間的遠端操作，讓使用者在操作感受上可等同於臨櫃操作的服務，有效改善整體的使用感受。In some embodiments, for the connection C1, the electronic device 10 can be installed with a web server (web server), and the electronic device 40 can access the web server through a browser, so that the electronic device 40 can browse the second operation interface The first operation screen of the electronic device 10 is displayed on the device, and the remote control is performed. Specifically, the connection C3 between the electronic devices 10 and 40 can be a connection made by HyperText Markup Language (HTML) based on the HyperText Transfer Protocol Secure (HTTPS), so that the electronic The device 40 obtains the remote control authority for performing the first operation screen of the electronic device 10 . Therefore, the bank clerk can perform remote operations with the user through the browser executed by the electronic device 40, so that the user's operating experience can be equivalent to the service of operating at the counter, effectively improving the overall user experience.

針對連線C2，電子裝置10、40之間可透過伺服器20連接，電子裝置10、40並分別執行第一操作介面及第二操作介面的瀏覽器來進行視訊通訊。讓使用者及銀行行員之間可互相觀看到彼此的視訊影像，藉以降低使用者進行金融業務操作的難度及提升客戶滿意度。伺服器20可例如是視訊伺服器。For the connection C2, the electronic devices 10 and 40 can be connected through the server 20, and the electronic devices 10 and 40 respectively execute the browsers of the first operation interface and the second operation interface to perform video communication. Allow users and bank staff to watch each other's video images, so as to reduce the difficulty of financial business operations for users and improve customer satisfaction. The server 20 can be, for example, a video server.

針對連線C3，電子裝置10、40之間可透過伺服器30傳輸操作資訊電文以及提示資訊電文。伺服器30可例如是應用程式伺服器（Application Server）。為了提供電子裝置10、40之間即時且雙向的傳輸，伺服器30是依據WebSocket通訊協定以連接電子裝置10、40之間。因此，伺服器30可支援電子裝置10、40之間即時且雙向的傳輸功能，並且可支援以瀏覽器進行瀏覽的功能，也就是說，電子裝置10、40可進行操作資訊及提示資訊的電文通訊，並透過執行第一操作介面及第二操作介面的瀏覽器來進行顯示。For the connection C3 , the electronic devices 10 and 40 can transmit operation information messages and prompt information messages through the server 30 . The server 30 can be, for example, an application server (Application Server). In order to provide real-time and two-way transmission between the electronic devices 10, 40, the server 30 connects the electronic devices 10, 40 according to the WebSocket communication protocol. Therefore, the server 30 can support the real-time and two-way transmission function between the electronic devices 10, 40, and can support the function of browsing with a browser, that is, the electronic devices 10, 40 can perform operation information and prompt information. communicate, and display through the browser executing the first operation interface and the second operation interface.

如此一來，電子裝置10、40兩者所進行的連線皆支援WebSocket的功能。在此情況下，電子裝置40可以在單一瀏覽器來分別顯示第一操作介面及第二操作介面，銀行行員可在單一瀏覽器上與電子裝置10第一操作介面進行上述連線C1～C3。In this way, the connections between the electronic devices 10 and 40 both support the WebSocket function. In this case, the electronic device 40 can display the first operation interface and the second operation interface respectively in a single browser, and the bank clerk can perform the above-mentioned connections C1-C3 with the first operation interface of the electronic device 10 on a single browser.

圖1B為本發明實施例一第二操作畫面IM的示意圖。第二操作畫面IM可為電子裝置40上透過執行瀏覽器所顯示的第二操作介面的畫面。第二操作畫面IM可包括多個區塊A1～A8。FIG. 1B is a schematic diagram of a second operation screen IM according to Embodiment 1 of the present invention. The second operation screen IM may be a screen of the second operation interface displayed on the electronic device 40 by executing a browser. The second operation screen IM may include a plurality of blocks A1˜A8.

區塊A1中可為操作介面的標頭，其包括有等待的使用者數量、銀行行員服務總時數、以及本次上線的服務時數等資訊。Block A1 can be the header of the operation interface, which includes information such as the number of waiting users, the total service hours of bank clerks, and the service hours of this online service.

區塊A2可為金融業務操作的流程顯示區塊，其可顯示有使用者所選定的金融業務操作流程目前是執行到哪個步驟，銀行行員並可在區塊A2中控制電子裝置10中所執行的金融業務操作該執行哪一個流程。Block A2 can be a display block for the flow of financial business operations, which can display which step the financial business operation process selected by the user is currently executing, and the bank clerk can control the electronic device 10 in block A2. Which process should be executed for the financial business operation.

區塊A3可顯示使用者的身分資訊，例如是包含有身分證號碼、姓名、生日、性別等基本資訊。The block A3 can display the identity information of the user, for example, including basic information such as ID card number, name, birthday, and gender.

區塊A4、A5可顯示視訊畫面。舉例來說，在區塊A4可用來顯示電子裝置10的視訊鏡頭108所拍攝包含有使用者的畫面。而在區塊A5可用來顯示電子裝置40的視訊鏡頭（未繪示於圖1A）所拍攝包含有銀行行員的畫面。Blocks A4 and A5 can display video images. For example, the block A4 can be used to display a picture captured by the video camera 108 of the electronic device 10 including the user. And the block A5 can be used to display the image captured by the video lens (not shown in FIG. 1A ) of the electronic device 40 including the bank clerk.

區塊A6可顯示電子裝置10中各個裝置的運作情況是否正常。舉例來說，區塊A6中可顯示電子裝置10上的印表機輸出口105、文件輸入口106、發卡輸出口107、視訊鏡頭108等裝置的個別運作狀態，以於其中一者異常時在區塊A6中進行提示。The block A6 can display whether the operation status of each device in the electronic device 10 is normal. For example, block A6 can display the individual operating status of the printer output port 105, file input port 106, card issuing output port 107, video camera 108 and other devices on the electronic device 10, so that when one of them is abnormal Hints are made in block A6.

區塊A7可顯示使用者所提供的操作資訊，並依據對應的流程資訊來進行標示，讓銀行行員可清楚得知每個對應流程時所接收到的操作資訊。舉例來說，當進行到使用者提供身分證影像資訊的流程時，電子裝置10所提供的操作資訊可包含有身分證紫光掃描影像、身分證正面掃描影像、身分證背面掃描影像等，電子裝置40可在區塊A7中進行顯示並標註。同時，由於操作資訊是透過伺服器30傳輸的，伺服器30亦可同時記錄並進行備份。又或者是說，電子裝置40可在區塊A7中顯示使用者掃描的紙本文件影像等。The block A7 can display the operation information provided by the user, and mark it according to the corresponding process information, so that the bank staff can clearly know the operation information received during each corresponding process. For example, when the user provides the image information of the ID card, the operation information provided by the electronic device 10 may include the scanned image of the purple light of the ID card, the scanned image of the front of the ID card, the scanned image of the back of the ID card, etc. 40 can be shown and labeled in block A7. At the same time, since the operation information is transmitted through the server 30, the server 30 can also record and back it up at the same time. Or in other words, the electronic device 40 can display the image of the paper document scanned by the user in the block A7 .

區塊A8可顯示電子裝置10上所顯示的第一操作畫面，且銀行行員可透過觀看區塊A8來得知使用者的操作進度，並透過操作區塊A8來遠端控制第一操作畫面。The block A8 can display the first operation screen displayed on the electronic device 10, and the bank clerk can know the user's operation progress by viewing the block A8, and remotely control the first operation screen by operating the block A8.

區塊A9可顯示每個流程中，銀行行員須注意的要點或是項。在一些實施例中，區塊A9中可顯示高風險警示或異常狀況的警示，以提供銀行行員判斷。Block A9 can display the main points or items that the bank clerk must pay attention to in each process. In some embodiments, high-risk warnings or warnings of abnormal conditions can be displayed in the block A9 to provide bank staff with judgment.

因此，資訊系統1可透過多種連線方式來連接電子裝置10、40。並且，這些連線方式都可支援以瀏覽器所執行的第一操作介面及第二操作介面。如此一來，第二操作介面即可整合地來顯示連線C1～C3的所有通訊內容，銀行行員可便利地透過第二操作介面就可以得知目前的流程狀態、操作資訊、使用者的操作畫面、視訊畫面、提示資訊等，故可有效改善透過資訊系統1來協助進行金融業務操作時的便利性。Therefore, the information system 1 can connect the electronic devices 10 and 40 through various connection methods. Moreover, these connection methods can all support the first operation interface and the second operation interface executed by the browser. In this way, the second operation interface can display all the communication contents of the connections C1-C3 in an integrated manner, and the bank staff can conveniently know the current process status, operation information, and user operations through the second operation interface. Screens, video screens, prompt information, etc., so it can effectively improve the convenience of assisting financial business operations through the information system 1.

圖2為本發明實施例一資訊系統1的功能方塊示意圖。詳細來說，圖2中，資訊系統1的電子裝置10及伺服器30包含有多個方塊，分別對應於電子裝置10、40及伺服器30所具有的操作功能。本領域具通常知識者可知這些操作功能可透過軟體或硬體的方式來實現。舉例來說，這些操作功能可透過分別或整合的電路區塊來實現。或者，這些操作功能可透過軟體的應用程式來實現。又或者，這些操作功能可透過硬體描述語言（Hardware Description Language, HDL）或是其他任意本領域具通常知識者所熟知的數位電路的設計方式來進行設計，並透過現場可程式邏輯門陣列（Field Programmable Gate Array, FPGA）、複雜可程式邏輯裝置（Complex Programmable Logic Device, CPLD）或是特殊應用積體電路（Application-specific Integrated Circuit, ASIC）等的硬體來實現。FIG. 2 is a functional block diagram of an information system 1 according to an embodiment of the present invention. In detail, in FIG. 2 , the electronic device 10 and the server 30 of the information system 1 include a plurality of blocks corresponding to the operating functions of the electronic devices 10 , 40 and the server 30 respectively. Those skilled in the art know that these operating functions can be realized by means of software or hardware. For example, these operational functions may be implemented by separate or integrated circuit blocks. Alternatively, these operating functions can be realized through software applications. Alternatively, these operating functions can be designed through Hardware Description Language (Hardware Description Language, HDL) or any other digital circuit design methods known to those skilled in the art, and through field programmable logic gate array ( Field Programmable Gate Array, FPGA), Complex Programmable Logic Device (Complex Programmable Logic Device, CPLD) or application-specific integrated circuit (Application-specific Integrated Circuit, ASIC) and other hardware to achieve.

在一些實施例中，電子裝置10可具有第一連線管理模組11、流程管理模組12、裝置管理模組13、第一遠距輔助模組14、業務單元服務模組15、第一後臺控制模組16的至少一者或多者。詳細來說，第一連線管理模組11可用來管理電子裝置10與伺服器30之間的連線傳輸。更確切來說，第一連線管理模組11可用來管理電子裝置10與伺服器30之間依據WebSocket通訊協定所進行的連線傳輸。在一些實施例中，電子裝置10除了依據WebSocket通訊協定連接於伺服器之外，電子裝置10還依據系統網路架構（System Network Architecture，SNA）連接於銀行系統中的一特定伺服器。該特定伺服器可例如是符合IBM系統網路架構的大型伺服器主機，第一連線管理模組11可透過連接至該特定伺服器與取得在操作中所需的金融業務資訊。In some embodiments, the electronic device 10 may have a first connection management module 11, a process management module 12, a device management module 13, a first remote assistance module 14, a business unit service module 15, a first At least one or more of the background control modules 16 . In detail, the first connection management module 11 can be used to manage the connection transmission between the electronic device 10 and the server 30 . More precisely, the first connection management module 11 can be used to manage the connection transmission between the electronic device 10 and the server 30 according to the WebSocket communication protocol. In some embodiments, in addition to connecting the electronic device 10 to the server according to the WebSocket communication protocol, the electronic device 10 is also connected to a specific server in the banking system according to the System Network Architecture (SNA). The specific server can be, for example, a large-scale server host conforming to the network architecture of the IBM system, and the first connection management module 11 can obtain financial business information required in operation by connecting to the specific server.

流程管理模組12可提供系統開發者更方便的操作方式。詳細來說，被開放在電子裝置10操作的各個金融業務操作可被區分成多個物件化的流程塊，每個流程塊可對應於不同的動作。進一步，系統開發者可透過選取、連接或組合各個流程塊來設計出操作流程，以因應資訊系統1所需的金融業務操作，因而俾利金融業務操作的開發。The process management module 12 can provide a more convenient operation mode for system developers. In detail, each financial business operation opened to operate on the electronic device 10 can be divided into a plurality of objectized process blocks, and each process block can correspond to a different action. Further, the system developer can design the operation process by selecting, connecting or combining various process blocks to meet the financial business operation required by the information system 1, thus facilitating the development of the financial business operation.

裝置管理模組13可用以管理並監控電子裝置10中各個設備的運作狀態。舉例來說，裝置管理模組13可用來管理並監控圖1A中電子裝置10中所設置的各個硬體設備的運作狀態是否為正常，並在電子裝置10中各設備的任一為異常時來回報伺服器30。The device management module 13 can be used to manage and monitor the operation status of each device in the electronic device 10 . For example, the device management module 13 can be used to manage and monitor whether the operation status of each hardware device set in the electronic device 10 in FIG. 1A is normal, and when any of the devices in the electronic device 10 is abnormal Report server 30.

第一遠距輔助模組14可具有網頁伺服器，用以在電子裝置40透過連線C1以瀏覽器訪問網頁伺服器時，依據超級文字傳輸安全協定透過超文本標記語言，以將電子裝置10所顯示的第一操作畫面擷取並提供至電子裝置40。進一步，第一遠距輔助模組14還可透過電子裝置40取得提示資訊，以依據提示資訊操作第一操作畫面。因此，電子裝置10可透過第一遠距輔助模組14來執行網頁伺服器，以共享電子裝置10所顯示的第一操作畫面，並接受電子裝置40的遠端控置。The first remote auxiliary module 14 can have a web server, which is used to send the electronic device 10 to the electronic device 10 through hypertext markup language according to the hypertext transfer security protocol when the electronic device 40 accesses the web server with a browser through the connection C1. The displayed first operation screen is captured and provided to the electronic device 40 . Furthermore, the first remote assistance module 14 can also obtain prompt information through the electronic device 40 to operate the first operation screen according to the prompt information. Therefore, the electronic device 10 can execute the web server through the first remote assistance module 14 to share the first operation screen displayed on the electronic device 10 and accept the remote control of the electronic device 40 .

業務單元服務模組15可依據流程管理模組12所指示的業務流程，來執行對應的業務單元功能。具體來說，當使用者操作電子裝置10並選定了欲進行的操作業務種類之後，流程管理模組12會預先設計好相應的業務流程，業務單元服務模組15即配合選定的操作業務流程組合各項業務單元功能。業務單元服務模組15可例如包括多個物件化的流程塊，流程管理模組12可依序執行各個流程塊所對應的動作，因而完成使用者所指定的金融業務。The business unit service module 15 can execute the corresponding business unit function according to the business process indicated by the process management module 12 . Specifically, when the user operates the electronic device 10 and selects the type of operation business to be performed, the process management module 12 will pre-design the corresponding business process, and the business unit service module 15 will cooperate with the selected operation business process combination Functions of various business units. The business unit service module 15 may, for example, include a plurality of object-oriented process blocks, and the process management module 12 may sequentially execute actions corresponding to each process block, thus completing the financial business specified by the user.

第一後臺控制模組16可用來管理電子裝置10的金融商品資訊、系統參數資訊、系統診斷資訊、系統維護資訊。詳細來說，電子裝置10中存放有例如是金融卡、***、實體OTP等的金融商品。而第一後臺控制模組16可用以感測商品資訊並管理該些商品的數量。系統參數資訊可相關於電子裝置10中的第一操作介面、作業系統（Operating System，OS）等的參數設定資訊。系統診斷資訊則是相關於第一操作介面或作業系統中各項功能是否正常進行。系統維護資訊則可例如是關於第一操作介面或作業系統中的版本更新等的資訊。The first background control module 16 can be used to manage financial commodity information, system parameter information, system diagnosis information, and system maintenance information of the electronic device 10 . Specifically, financial products such as financial cards, credit cards, and physical OTPs are stored in the electronic device 10 . The first background control module 16 can be used to sense product information and manage the quantity of these products. The system parameter information may be related to parameter setting information of a first operation interface, an operating system (Operating System, OS), etc. in the electronic device 10 . The system diagnosis information is related to whether various functions in the first operation interface or the operating system are running normally. The system maintenance information can be, for example, information about the first operation interface or version update in the operating system.

在一些實施例中，伺服器30可包括第二連線管理模組31、會議管理模組32、協助者配對模組33、報表管理模組34、企業服務匯流排模組35、健康管理模組36、事件暨日誌管理模組37、記憶模組38。In some embodiments, the server 30 may include a second connection management module 31, a meeting management module 32, a helper pairing module 33, a report management module 34, an enterprise service bus module 35, a health management module Group 36, event and log management module 37, memory module 38.

第二連線管理模組31可用以管理伺服器30與電子裝置10及電子裝置40之間的連線C3傳輸與安全規範。也就是說，第二連線管理模組31可用以管理伺服器30與電子裝置10及電子裝置40之間依據WebSocket通訊協定的連線。The second connection management module 31 can be used to manage the transmission and security specifications of the connection C3 between the server 30 and the electronic device 10 and the electronic device 40 . That is to say, the second connection management module 31 can be used to manage the connection between the server 30 and the electronic device 10 and the electronic device 40 according to the WebSocket communication protocol.

會議管理模組32可用以管理並監控伺服器30與電子裝置10及電子裝置40之間的連線、握手協議（Handshaking）、封包的遺失恢復、設定持續性（Persistence）等。詳細來說，每個電子裝置10、40的連線可被伺服器30區分為個別的會議，而伺服器30可透過會議管理模組32來管理各個會議中，電子裝置10、40的連線內容。The conference management module 32 can be used to manage and monitor the connection between the server 30 and the electronic device 10 and the electronic device 40 , handshaking protocol (Handshaking), packet loss recovery, setting persistence (Persistence) and so on. In detail, the connection of each electronic device 10, 40 can be divided into individual conferences by the server 30, and the server 30 can manage the connection of the electronic devices 10, 40 in each conference through the conference management module 32 content.

協助者配對模組33可用以在使用者剛開始操作電子裝置10並選擇出欲進行的操作業務種類之後，據此產生配對的銀行行員來進行操作電子裝置40。更具體來說，雖然未繪示於圖1A、2中，但伺服器30可連接於多個電子裝置，且該些電子裝置分別被不同的銀行行員操作。這些銀行行員可能具有不同的業務專長、會議狀態、出缺勤狀態等。因此，協助者配對模組33即可依據電子裝置10所提供的操作資訊所指示的操作業務種類，依據這些銀行行員的業務專長、會議狀態、出缺勤狀態等，由這些銀行行員（例如是多個待選擇協助者）中選出業務專長符合使用者所欲進行的操作業務種類，且為出勤中並未被會議所佔用的一選中銀行行員來進行服務，並連線至該名選中銀行行員所操作的電子裝置40。進一步，協助者配對模組33還可針對會議中的視訊影像及/或第一操作畫面及/或第二操作畫面進行錄音錄影。進一步，在會議結束之後，協助者配對模組33還可收集來自使用者針對該名銀行行員的評分，據以歸檔及分析。因此，協助者配對模組33可管理待選擇協助者的多個專長資料、多個服務狀態資料（例如包含會議狀態及/或出缺勤狀態）、多個服務評鑑資料及多個服務記錄歷程資料。The helper pairing module 33 can be used to generate paired bank staff to operate the electronic device 40 after the user starts operating the electronic device 10 and selects the type of operation to be performed. More specifically, although not shown in FIGS. 1A and 2 , the server 30 can be connected to multiple electronic devices, and these electronic devices are respectively operated by different bank clerks. These bankers may have different business expertise, meeting status, absence status, etc. Therefore, the helper pairing module 33 can select the bank staff (for example, how many Select a bank clerk whose business expertise is in line with the type of operation the user wants to perform, and who is not occupied by the meeting during the attendance, to provide services, and connect to the selected bank clerk The electronic device 40 operated by the driver. Further, the helper pairing module 33 can also record and record video images and/or the first operation screen and/or the second operation screen during the meeting. Further, after the meeting is over, the helper pairing module 33 can also collect scores from users on the bank clerk for archiving and analysis. Therefore, the helper pairing module 33 can manage multiple expertise data, multiple service status data (for example, including meeting status and/or absence status), multiple service evaluation data and multiple service record histories of the helpers to be selected. material.

報表管理模組34將記憶模組38儲存庫的資訊，依據系統協助者對於業務交易、網路通訊及系統狀態等管理性的需求，產生各項的管理性報表，管理性報表的展現方式可以如HTML、PDF、TXT等通用性的格式產出，供協助者採用各式的工具閱讀。。The report management module 34 uses the information stored in the memory module 38 to generate various management reports according to the management needs of the system facilitators for business transactions, network communications, and system status. The presentation of the management reports can be Output in common formats such as HTML, PDF, TXT, etc., for helpers to use various tools to read. .

當每個使用者與銀行行員完成配對且會議開啟後，電子裝置10依據業務流程設計，將與業務有關的資訊傳遞給企業服務匯流排模組35，企業服務匯流排模組35依據資訊的內容，將資訊再傳遞給電子裝置40或是將該資訊傳遞給銀行內其他的業務系統，並等待電子裝置40或銀行內其他的業務系統針對該資訊透過企業服務匯流排模組35回覆，企業服務匯流排模組35再將回覆的資訊傳遞回電子裝置10。企業服務匯流排模組35尚須支援不局限於WebSocket、SNA的各式通訊協議能力，以滿足與銀行內各式業務系統資料交換的技術規格。When each user is paired with a bank clerk and the meeting starts, the electronic device 10 transmits business-related information to the enterprise service bus module 35 according to the business process design, and the enterprise service bus module 35 according to the content of the information , transmit the information to the electronic device 40 or pass the information to other business systems in the bank, and wait for the electronic device 40 or other business systems in the bank to reply to the information through the enterprise service bus module 35, the enterprise service The bus module 35 then transmits the reply information back to the electronic device 10 . The enterprise service bus module 35 still needs to support various communication protocol capabilities not limited to WebSocket and SNA, so as to meet the technical specifications of data exchange with various business systems in the bank.

健康管理模組36可用來監控伺服器30本身的運作狀態是否為正常，並且也監控連接至伺服器的電子裝置是否正常運作。雖然未繪示於圖1A、2中，但資訊系統1還可包含有備援伺服器，當健康管理模組36判斷伺服器30的運作狀態為異常時，伺服器36可指示一備用伺服器，使備用伺服器連接於電子裝置10、40，以接替伺服器30的操作，並進行操作資訊及提示資訊的傳輸，進而完成使用者所指示的金融業務操作。The health management module 36 can be used to monitor whether the operating status of the server 30 itself is normal, and also monitor whether the electronic devices connected to the server are operating normally. Although not shown in Figures 1A and 2, the information system 1 may also include a backup server. When the health management module 36 determines that the operation status of the server 30 is abnormal, the server 36 may instruct a backup server The backup server is connected to the electronic device 10, 40 to take over the operation of the server 30, and transmits operation information and prompt information, and then completes the financial business operation instructed by the user.

事件暨日誌管理模組37則可記錄及管理來自電子裝置10、電子裝置40及伺服器30，從裝置啟動到裝置關閉過程中所有的事件。伺服器30提供RESTful API或TCP/IP的程式介面給電子裝置10及電子裝置40將各自的事件記錄傳遞至伺服器30，伺服器30在收集各電子裝置的事件紀錄後將其存放至記憶模組38。事件暨日誌管理模組37包含一獨立處理程序，對存放在記憶模組38的事件記錄進行分析及歸類，並依據歸類的資訊內容，進行異常狀況監控並適時的警示異常狀況的事件原因。The event and log management module 37 can record and manage all the events from the electronic device 10 , the electronic device 40 and the server 30 from device startup to device shutdown. The server 30 provides a program interface of RESTful API or TCP/IP to the electronic device 10 and the electronic device 40 to transmit their respective event records to the server 30, and the server 30 stores the event records of each electronic device in the memory module. Group 38. The event and log management module 37 includes an independent processing program, which analyzes and classifies the event records stored in the memory module 38, and monitors the abnormal situation according to the classified information content, and timely warns the event cause of the abnormal situation .

最後，記憶模組38可例如是進程儲存庫（Process Repository）及/或事件暨日誌管理模組儲存庫（Log Information Repository），使伺服器30可用以儲存欲執行的進程或事件紀錄資訊。Finally, the memory module 38 can be, for example, a process repository (Process Repository) and/or an event and log management module repository (Log Information Repository), so that the server 30 can be used to store the process to be executed or event record information.

電子裝置40包括第二遠距輔助模組41、視訊模組42及桌面影像記錄模組43。The electronic device 40 includes a second remote auxiliary module 41 , a video module 42 and a desktop image recording module 43 .

第二遠距輔助模組41可用以執行瀏覽器以訪問電子裝置10的網頁伺服器，以取得電子裝置10所提供的第一操作畫面。進一步，第二遠距輔助模組41還可將電子裝置40獲得的提示資訊即時傳遞至電子裝置10，以遠距操作第一操作畫面。The second remote assistance module 41 can be used to execute a browser to access the web server of the electronic device 10 to obtain the first operation screen provided by the electronic device 10 . Furthermore, the second remote assistance module 41 can also transmit the prompt information obtained by the electronic device 40 to the electronic device 10 in real time, so as to remotely operate the first operation screen.

視訊模組42可擷取銀行行員的視訊影像，並透過連線C2來與電子裝置10進行視訊通訊。並將使用者及銀行行遠的視訊影像同時顯示在第二操作介面中。The video module 42 can capture the video image of the bank clerk, and perform video communication with the electronic device 10 through the connection C2. And simultaneously display the video images of the user and the bank on the second operation interface.

桌面錄影模組43可針對銀行行員在進行操作的桌面畫面進行錄影。The desktop video recording module 43 can record the desktop screen of the bank clerk operating.

圖3為本發明實施例一資訊管理方法的流程圖。資訊管理方法包括步驟S31～S33。資訊管理方法可透過圖1A、2所繪示的資訊系統1來執行，故接下來請共同參考圖1A～3來理解下方關於資訊管理方法的操作內容。FIG. 3 is a flow chart of an information management method according to an embodiment of the present invention. The information management method includes steps S31-S33. The information management method can be implemented through the information system 1 shown in FIGS. 1A and 2 , so please refer to FIGS. 1A-3 to understand the operation content of the information management method below.

在步驟S31中，具有第一操作介面的電子裝置10會被提供，並透過第一操作介面來接收使用者所提供的操作資訊。詳細來說，使用者可透過操作電子裝置10的第一操作介面來產生操作指示，以進行金融業務操作。舉例來說，操作指示可包括欲進行的操作業務種類、申辦業務所需的個資、或操作選項等資訊。In step S31, the electronic device 10 with a first operation interface is provided, and receives operation information provided by a user through the first operation interface. Specifically, the user can generate an operation instruction by operating the first operation interface of the electronic device 10 to perform financial business operations. For example, the operation instruction may include information such as the type of operation business to be performed, the personal information required for bidding for the business, or operation options.

在步驟S32中，具有第二操作介面的電子裝置40會被提供，並透過第二操作介面來接收協助者所提供回應於操作資訊的提示資訊。詳細來說，電子裝置40可接收到電子裝置10所提供的操作資訊，因此，協助者可透過操作電子裝置40可產生提示資訊來回應操作資訊，以協助使用者進行金融業務操作或審核操作資訊中的個資等。更具體來說，電子裝置40可透過遠端協同畫面來對電子裝置10進行遠端操作，銀行行員可在電子裝置40上觀看到電子裝置10的第一操作畫面，並可針對第一操作畫面進行遠端控制，以即時對使用者提供協助。In step S32, the electronic device 40 with the second operation interface is provided, and through the second operation interface, it receives prompt information provided by the assistant in response to the operation information. Specifically, the electronic device 40 can receive the operation information provided by the electronic device 10. Therefore, the helper can generate prompt information to respond to the operation information by operating the electronic device 40, so as to assist the user to perform financial business operations or review operation information. personal data, etc. More specifically, the electronic device 40 can remotely operate the electronic device 10 through the remote collaboration screen, and the bank clerk can view the first operation screen of the electronic device 10 on the electronic device 40 Perform remote control to provide real-time assistance to users.

在步驟S33中，連接於電子裝置10及電子裝置40之間的伺服器30被提供以建立連線C3，並且伺服器30會依據WebSocket通訊協定以於電子裝置10及電子裝置40之間即時並雙向地傳輸操作資訊及提示資訊。In step S33, the server 30 connected between the electronic device 10 and the electronic device 40 is provided to establish the connection C3, and the server 30 will communicate in real time between the electronic device 10 and the electronic device 40 according to the WebSocket protocol. Two-way transmission of operation information and prompt information.

在步驟S34中，連接於電子裝置10及電子裝置40之間的伺服器20被提供以建立連線C2，使電子裝置10、40之間可進行視訊通訊。In step S34 , the server 20 connected between the electronic device 10 and the electronic device 40 is provided to establish the connection C2 so that the electronic devices 10 and 40 can conduct video communication.

雖然未繪示於圖3中，在一些實施例中，電子裝置10、40之間還可透過網路建立連線C1，使電子裝置10、40之間可進行遠端操作。Although not shown in FIG. 3 , in some embodiments, a connection C1 can be established between the electronic devices 10 and 40 via a network, so that remote operations can be performed between the electronic devices 10 and 40 .

整體來說，使用者可透過電子裝置10來選擇欲進行的操作業務種類。進一步，在確定欲進行的金融業務操作之後，使用者可透過伺服器30的設定規則來被配對至對應的銀行行員（例如是使用者所欲進行金融業務操作的服務提供者），使用者所操作電子裝置10可被連接至配對銀行行員的電子裝置40。Overall, the user can select the type of operation to be performed through the electronic device 10 . Further, after determining the desired financial business operation, the user can be paired with the corresponding bank clerk (for example, the service provider of the financial business operation the user wants to perform) through the setting rules of the server 30, the user's desired The operating electronic device 10 may be connected to a paired bank clerk's electronic device 40 .

接著，電子裝置10的第一操作介面可接著顯示對應的表單，讓使用者在第一操作介面中輸入申辦業務所需的個資（例如是姓名資訊、電話資訊、證件資訊、簽名筆跡資訊、或其他申辦業務的必要資訊等）。在進行金融業務操作的過程中，使用者可透過連線C2來與銀行行員進行視訊連線，使銀行行員可透過視訊的方式來協助使用者金融業務操作的流程。Then, the first operation interface of the electronic device 10 can then display the corresponding form, allowing the user to input the personal information (such as name information, telephone information, certificate information, signature handwriting information, or other necessary information for bidding for business, etc.). In the process of financial business operation, the user can conduct a video connection with the bank clerk through the connection C2, so that the bank clerk can assist the user in the process of financial business operation through video.

另一方面，在電子裝置40上，電子裝置10上的第一操作畫面可透過連線C1被顯示在電子裝置40的第二操作介面的第二操作畫面中。進一步，銀行行員可在第二操作介面上來接收使用者所登打的資訊，進而輔助使用者進行金融業務的操作，或針對使用者所提供的各項資訊進行查核。On the other hand, on the electronic device 40 , the first operation screen on the electronic device 10 can be displayed on the second operation screen of the second operation interface of the electronic device 40 through the connection C1 . Furthermore, the bank clerk can receive the information registered by the user on the second operation interface, and then assist the user in the operation of the financial business, or check various information provided by the user.

在一些實施例中，當使用者登打姓名資訊時，伺服器30可自動依據使用者所登打的姓名資訊來查詢警示資料庫，來判斷使用者是否在警示資料庫中被列為高風險客戶。當使用者的姓名資訊在警示資料庫上被比對成功時，也就是使用者在警示資料庫中被列為高風險客戶，透過連線C3，電子裝置40可據此於第二操作介面發出高風險警示，來警示銀行行員。In some embodiments, when the user logs in the name information, the server 30 can automatically query the warning database according to the name information logged by the user to determine whether the user is listed as high risk in the warning database client. When the user's name information is successfully compared on the warning database, that is, the user is listed as a high-risk customer in the warning database, through the connection C3, the electronic device 40 can send a message on the second operation interface accordingly. High-risk warning to warn bank staff.

在一實施例中，當使用者掃描附上個人照片的國民身份證時，該證件的真偽可自動被標示檢核點，且被標示的檢核點亦將顯示在第二操作介面上，提供銀行行員進行逐項檢核，該各項檢核點符合內政部公告規範的國民身份證檢核特徵。In one embodiment, when a user scans a national ID card with a personal photo attached, the authenticity of the certificate can be automatically marked with a check point, and the marked check point will also be displayed on the second operation interface, Provide bank staff to conduct item-by-item checks, and each check point is in line with the national ID card check features announced by the Ministry of the Interior.

在一實施例中，伺服器30可具有後臺管理功能、影像調閱功能、生物辨識功能、系統監控功能。在一些實施例中，伺服器30可針對每個電子裝置10、40之間的會議進行錄音錄影，或是針對遠端桌面的畫面及控制進行記錄，並提供調閱該些錄音錄影記錄的功能。在一些實施例中，使用者可依據生物特徵來操作電子裝置10，而伺服器30可針對生物特徵來辨識出使用者的身分。在一些實施例中，伺服器30可精準地辨別客戶資訊，並進行精準行銷。In one embodiment, the server 30 may have background management functions, image retrieval functions, biometric identification functions, and system monitoring functions. In some embodiments, the server 30 can record the conference between each electronic device 10, 40, or record the picture and control of the remote desktop, and provide the function of accessing these recordings . In some embodiments, the user can operate the electronic device 10 according to the biometric feature, and the server 30 can identify the user's identity based on the biometric feature. In some embodiments, the server 30 can accurately identify customer information and perform precise marketing.

綜上所述，本發明的資訊系統及資訊管理方法可在符合金管會的相關法規下，提供使用者在進行金融業務操作時立即的協助，有效解決遠端操作的不便性。更具體來說，透過依據WebSocket通訊協定的連接關係，使用者與銀行行員之間可進行雙向且即時的通訊，提供使用者等同臨櫃的操作體驗。故可有效改善金融業務的操作流程。再者，透過整體在電子裝置上進行的操作流程及電子簽名，可將文件電子化以及節省紙張的使用，節省資源消耗。最後，透過資訊系統及資訊管理方法，可降低疫情期間銀行行員與其他人員的接觸機會，有效保護客戶與銀行行員的安全。To sum up, the information system and information management method of the present invention can provide users with immediate assistance in financial business operations and effectively solve the inconvenience of remote operations under the relevant regulations of the Financial Supervisory Commission. More specifically, through the connection relationship based on the WebSocket communication protocol, two-way and real-time communication can be carried out between the user and the bank clerk, providing the user with an operating experience equivalent to that of a counter. Therefore, it can effectively improve the operation process of financial business. Furthermore, through the overall operation process and electronic signature performed on the electronic device, the document can be digitized, the use of paper can be saved, and resource consumption can be saved. Finally, through the information system and information management methods, the contact opportunities between bank staff and other personnel during the epidemic can be reduced, and the safety of customers and bank staff can be effectively protected.

10、40:電子裝置 11:第一連線管理模組 12:流程管理模組 13:裝置管理模組 14:第一遠距輔助模組 15:業務單元服務模組 16:第一後臺控制模組 20、30:伺服器 31:第二連線管理模組 32:會議管理模組 33:協助者配對模組 34:報表管理模組 35:企業服務匯流排模組 36:健康管理模組 37:事件暨日誌管理模組 38:記憶模組 41:第二遠距輔助模組 42:視訊模組 43:桌面錄影模組 100:環境監控鏡頭 101:視訊螢幕 102:熱感印表機輸出口 103:證件攝影設備 104:觸控螢幕 105:印表機輸出口 106:文件輸入口 107:發卡輸出口 108:視訊鏡頭 A1～A8:區塊 C1～C3:連線 10, 40: electronic device 11: The first connection management module 12: Process management module 13:Device management module 14: The first remote auxiliary module 15: Business unit service module 16: The first background control module 20, 30: Server 31: Second connection management module 32: Conference management module 33: Facilitator Matching Module 34:Report management module 35: Enterprise service bus module 36:Health management module 37:Event and log management module 38: Memory module 41: The second remote auxiliary module 42: Video module 43:Desktop video module 100: Environmental monitoring lens 101: Video screen 102: thermal printer output port 103: Document photography equipment 104:Touch screen 105: Printer output port 106: file input port 107: Card issuing output port 108: Video lens A1～A8: block C1～C3: Connection

圖1A為本發明實施例一資訊系統的示意圖。 圖1B為本發明實施例一第二操作介面的示意圖。 圖2為本發明實施例一資訊系統的功能方塊示意圖。 圖3為本發明實施例一資訊管理方法的流程圖。 FIG. 1A is a schematic diagram of an information system according to an embodiment of the present invention. FIG. 1B is a schematic diagram of a second operation interface according to Embodiment 1 of the present invention. FIG. 2 is a functional block diagram of an information system according to an embodiment of the present invention. FIG. 3 is a flow chart of an information management method according to an embodiment of the present invention.

10、40:電子裝置 10, 40: electronic device

20:伺服器 20: Server

100:環境監控鏡頭 100: Environmental monitoring lens

101:視訊螢幕 101: Video screen

102:熱感印表機輸出口 102: thermal printer output port

103:證件攝影設備 103: Document photography equipment

104:觸控螢幕 104:Touch screen

105:印表機輸出口 105: Printer output port

106:文件輸入口 106: file input port

107:發卡輸出口 107: Card issuing output port

108:視訊鏡頭 108: Video lens

Claims (19)

一種資訊系統，包括：一第一電子裝置，具有一第一操作介面，用以接收一使用者所提供的一操作資訊，並獲得該使用者的視訊影像；一第二電子裝置，具有一第二操作介面，用以接收一協助者所提供回應於該操作資訊的一提示資訊，並獲得該協助者的視訊影像；一第一伺服器，連接於該第一電子裝置及該第二電子裝置之間，其中該第一伺服器依據一WebSocket通訊協定於該第一電子裝置及該第二電子裝置之間建立一第一連線，其中該第一電子裝置及該第二電子裝置透過該第一連線以即時並雙向地傳輸該操作資訊及該提示資訊；以及一第二伺服器，連接於該第一電子裝置及該第二電子裝置間以建立一第二連線，其中在該第二連線中該第二伺服器在該第一電子裝置及該第二電子裝置之間提供視訊通訊，其中該第一電子裝置及該第二電子裝置分別執行該第一操作介面及該第二操作介面來進行該視訊通訊。 An information system, comprising: a first electronic device with a first operation interface for receiving an operation information provided by a user and obtaining a video image of the user; a second electronic device with a first Two operation interfaces, used to receive a reminder provided by a helper in response to the operation information, and obtain the video image of the helper; a first server, connected to the first electronic device and the second electronic device Between, wherein the first server establishes a first connection between the first electronic device and the second electronic device according to a WebSocket communication protocol, wherein the first electronic device and the second electronic device pass through the first electronic device a connection to transmit the operation information and the prompt information in real time and bidirectionally; and a second server connected between the first electronic device and the second electronic device to establish a second connection, wherein the first In two connections, the second server provides video communication between the first electronic device and the second electronic device, wherein the first electronic device and the second electronic device respectively execute the first operation interface and the second The operation interface is used to carry out the video communication. 如請求項1所述的資訊系統，其中該第一電子裝置與該第二電子裝置之間還建立一第三連線，使該第一電子裝置還擷取該第一操作介面一操作畫面，並將該操作畫面提供至該第二電子裝置。 The information system as described in claim 1, wherein a third connection is established between the first electronic device and the second electronic device, so that the first electronic device also captures an operation screen of the first operation interface, and provide the operation screen to the second electronic device. 如請求項2所述的資訊系統，其中該第一電子裝置安裝有一網頁伺服器(web server)，該第二電子裝置透過該瀏覽器訪問該網頁伺服器，使該第二電子裝置於該瀏覽器上顯示該操作畫面以進行遠端控制。 The information system as described in claim 2, wherein the first electronic device is installed with a web server (web server), and the second electronic device accesses the web server through the browser, so that the second electronic device can browse display the operation screen on the remote controller for remote control. 如請求項3所述的資訊系統，其中該第三連線是透過一超文本標記語言(HyperText Markup Language,HTML)並依據一超級文字傳輸安全協定(HyperText Transfer Protocol Secure,HTTPS)來進行該操作畫面的遠端控制。 The information system as described in claim 3, wherein the third connection is performed through a HyperText Markup Language (HTML) and according to a HyperText Transfer Protocol Secure (HTTPS) Remote control of the screen. 如請求項2所述的資訊系統，其中該第二電子裝置是透過一瀏覽器執行並顯示該第二操作介面，以將該第一連線、該第二連線及該第三連線的資訊分別顯示在該第二操作介面中的多個區塊。 The information system as described in claim 2, wherein the second electronic device executes and displays the second operation interface through a browser, so as to connect the first connection, the second connection and the third connection The information is respectively displayed in a plurality of blocks in the second operation interface. 如請求項3所述的資訊系統，其中該第一電子裝置包括：一第一連線管理模組，用以管理該第一電子裝置與該第一伺服器之間的連線傳輸；一裝置管理模組，用以管理並監控該第一電子裝置中各個設備的運作狀態；一第一遠距輔助模組，用以擷取該操作畫面至該第二電子裝置取得該提示資訊，並接受該第二電子裝置針對該操作畫面的遠端控制；一業務單元模組，用以依據該操作資訊所指示的一操作業務 種類，來執行對應的一操作流程；以及一第一後臺控制模組，用以管理該第一電子裝置的一金融商品資訊、一系統參數資訊、一系統診斷資訊、一系統維護資訊。 The information system as described in claim 3, wherein the first electronic device includes: a first connection management module for managing connection transmission between the first electronic device and the first server; a device A management module is used to manage and monitor the operation status of each device in the first electronic device; a first remote auxiliary module is used to capture the operation screen to the second electronic device to obtain the prompt information and accept The remote control of the operation screen by the second electronic device; a business unit module, used for an operation business indicated by the operation information type, to execute a corresponding operation process; and a first background control module, to manage a financial product information, a system parameter information, a system diagnosis information, and a system maintenance information of the first electronic device. 如請求項1所述的資訊系統，其中該第一伺服器依據該操作資訊所指示的一操作業務種類，來由多個待選擇協助者中選出一選中協助提供者作為該協助者，並連線至該協助者所對應的該第二電子裝置。 The information system as described in claim 1, wherein the first server selects a selected assistance provider as the assistance provider from a plurality of assistance providers to be selected according to an operation business type indicated by the operation information, and Connect to the second electronic device corresponding to the assistant. 如請求項7所述的資訊系統，其中該第一伺服器還包括：一協助者配對模組，用以管理該些待選擇協助者的分別多個專長資料、多個服務狀態資料、多個服務評鑑資料及多個服務記錄歷程資料。 The information system as described in claim item 7, wherein the first server further includes: a helper pairing module, which is used to manage a plurality of expertise data, a plurality of service status data, a plurality of Service evaluation data and multiple service record history data. 如請求項8所述的資訊系統，其中該第一伺服器還包括：一第二連線管理模組，用以管理該第一伺服器與該第一電子裝置的連線傳輸與安全規範；一會議管理模組，用以管理該第一伺服器與該第二電子裝置的連線及握手協議；以及一健康管理模組，用以判斷該第一伺服器的運作狀態，以於該第一伺服器的操作異常時指示一備用伺服器，使該備用伺服器連接於該第一電子裝置及該第二電子裝置以接替該第一伺服器的操作，並進行該操作資訊及該提示資訊的傳輸。 The information system as described in claim 8, wherein the first server further includes: a second connection management module for managing connection transmission and security specifications between the first server and the first electronic device; a conference management module, used to manage the connection and handshake protocol between the first server and the second electronic device; and a health management module, used to judge the operation status of the first server, and When the operation of a server is abnormal, instruct a backup server to connect the backup server to the first electronic device and the second electronic device to take over the operation of the first server, and carry out the operation information and the prompt information transmission. 如請求項8所述的資訊系統，其中該第一伺服器還包括：一記憶模組；以及一事件暨日誌管理模組，用以記錄及管理來自該第一電子裝置、該第二電子裝置及該伺服器，從啟動到關閉過程中所有的事件，該伺服器提供RESTful API或TCP/1P的程式介面給該第一電子裝置及該第二電子裝置，以將各自的事件記錄傳遞至該伺服器，該伺服器在收集該第一電子裝置及該第二電子裝置的事件紀錄後將其存放至該記憶模組，其中該事件暨日誌管理模組記錄有一獨立處理程序，用以對存放在該記憶模組的事件記錄進行分析及歸類，並依據歸類的資訊內容，進行異常狀況監控並適時的警示異常狀況的事件原因。 The information system as described in claim 8, wherein the first server further includes: a memory module; and an event and log management module, used to record and manage events from the first electronic device, the second electronic device And the server, for all events from startup to shutdown, the server provides a RESTful API or TCP/1P program interface to the first electronic device and the second electronic device, so as to transmit their respective event records to the A server, the server collects the event records of the first electronic device and the second electronic device and stores them in the memory module, wherein the event and log management module records an independent processing program for storing The event records of the memory module are analyzed and classified, and according to the classified information content, the abnormal situation is monitored and the cause of the abnormal situation is warned in a timely manner. 如請求項1所述的資訊系統，其中當該第一電子裝置提供至該第二電子裝置的該操作資訊包括一姓名資訊時，該第一伺服器依據該姓名資訊在一警示資料庫上進行比對，並於該姓名資訊在該警示資料庫上被比對成功時，指示該第二電子裝置於該第二操作介面發出一高風險警示。 The information system as described in claim 1, wherein when the operation information provided by the first electronic device to the second electronic device includes name information, the first server performs an alert database based on the name information comparing, and instructing the second electronic device to issue a high-risk warning on the second operation interface when the name information is successfully compared on the warning database. 一種資訊管理方法，包括：提供具有一第一操作介面的一第一電子裝置，並透過該第一操作介面來接收一使用者所提供的一操作資訊； 提供具有一第二操作介面的一第二電子裝置，並透過該第二操作介面來接收一協助者所提供回應於該操作資訊的一提示資訊；提供一第一伺服器連接於該第一電子裝置及該第二電子裝置之間，並且該第一伺服器依據一WebSocket通訊協定以於該第一電子裝置及該第二電子裝置之間建立一第一連線，其中該第一電子裝置及該第二電子裝置透過該第一連線以即時並雙向地傳輸該操作資訊及該提示資訊；以及提供一第二伺服器，連接於該第一電子裝置及該第二電子裝置間以建立一第二連線，其中在該第二連線中該第二伺服器在該第一電子裝置及該第二電子裝置之間提供視訊通訊，其中該第一電子裝置及該第二電子裝置分別執行該第一操作介面及該第二操作介面來進行該視訊通訊。 An information management method, comprising: providing a first electronic device with a first operation interface, and receiving an operation information provided by a user through the first operation interface; Provide a second electronic device with a second operation interface, and receive a reminder provided by a helper in response to the operation information through the second operation interface; provide a first server connected to the first electronic device device and the second electronic device, and the first server establishes a first connection between the first electronic device and the second electronic device according to a WebSocket protocol, wherein the first electronic device and The second electronic device transmits the operation information and the prompt information in real time and bidirectionally through the first connection; and provides a second server connected between the first electronic device and the second electronic device to establish a A second connection, wherein the second server provides video communication between the first electronic device and the second electronic device in the second connection, wherein the first electronic device and the second electronic device respectively execute The first operation interface and the second operation interface are used to perform the video communication. 如請求項12所述的資訊管理方法，還包括：藉由該第一電子裝置連接至該第二電子裝置之間以建立一第三連線，使該第一電子裝置還擷取該第一操作介面的一操作畫面，並將該操作畫面提供至該第二電子裝置。 The information management method as described in claim item 12, further comprising: establishing a third connection between the first electronic device and the second electronic device, so that the first electronic device also retrieves the first An operation screen of the operation interface is provided, and the operation screen is provided to the second electronic device. 如請求項13所述的資訊管理方法，包括：於該第一電子裝置安裝一網頁伺服器(web server)，並藉由該第二電子裝置透過該瀏覽器訪問該網頁伺服器，使該第二電子裝置於該瀏覽器上顯示該操作畫面以進行遠端控制。 The information management method as described in claim 13, comprising: installing a web server (web server) on the first electronic device, and accessing the web server through the browser through the second electronic device, so that the second electronic device The two electronic devices display the operation screen on the browser for remote control. 如請求項14所述的資訊管理方法，其中該第三連線是透過一超文本標記語言(HyperText Markup Language,HTML)並依據一超級文字傳輸安全協定(HyperText Transfer Protocol Secure,HTTPS)來進行該操作畫面的遠端控制。 The information management method as described in claim item 14, wherein the third connection is performed through a hypertext markup language (HyperText Markup Language, HTML) and according to a hypertext transfer protocol secure (HyperText Transfer Protocol Secure, HTTPS) Remote control of the operation screen. 如請求項13所述的資訊管理方法，其中該第二電子裝置是透過一瀏覽器執行並顯示該第二操作介面，以將該第一連線、該第二連線及該第三連線的資訊分別顯示在該第二操作介面中的多個區塊。 The information management method as described in claim 13, wherein the second electronic device executes and displays the second operation interface through a browser, so as to use the first connection, the second connection and the third connection The information of is respectively displayed in multiple blocks in the second operation interface. 如請求項12所述的資訊管理方法，還包括：藉由該第一伺服器依據該操作資訊所指示的一操作業務種類，來由多個待選擇協助者中選出一選中協助者作為該協助者，並連線至該協助者所對應的該第二電子裝置。 The information management method as described in claim item 12, further comprising: using the first server to select a selected coordinator from a plurality of cooperators to be selected as the coordinator according to an operation business type indicated by the operation information a helper, and connect to the second electronic device corresponding to the helper. 如請求項17所述的資訊管理方法，還包括：藉由該第一伺服器執行一協助者配對模組，用以管理該些待選擇協助者的分別多個專長資料、多個服務狀態資料、多個服務評鑑資料及多個服務記錄歷程資料。 The information management method as described in claim 17, further comprising: using the first server to execute a helper pairing module to manage multiple expertise data and multiple service status data of the helpers to be selected , multiple service evaluation data and multiple service record history data. 如請求項12所述的資訊管理方法，還包括：當該第一電子裝置提供至該第二電子裝置的該操作資訊包括一姓名資訊時；藉由該第一伺服器依據該姓名資訊在一警示資料庫上進行比對，並於該姓名資訊在該警示資料庫上被比對成功時，指示該第二電子裝置於該第二操作介面發出一高風險警示。 The information management method as described in claim 12, further comprising: when the operation information provided by the first electronic device to the second electronic device includes name information; by the first server according to the name information in a performing comparison on the warning database, and instructing the second electronic device to issue a high-risk warning on the second operation interface when the name information is successfully compared on the warning database.
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