TWI846444B - System and method for prefilling form - Google Patents
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本發明是有關於一種用於產生表單的系統與方法,且特別是有關於一種用於表單預填的系統與方法。The present invention relates to a system and method for generating a form, and more particularly to a system and method for pre-filling a form.
現今技術中,民眾於銀行臨櫃申辦各項業務大多需要填寫各式各樣的申請書,先由銀行櫃員詢問民眾要辦理何項業務,然後拿取相對應的申請書給民眾人工填寫。上述各式各樣的申請書中的複雜版面與內容容易讓民眾看不懂而不知如何填寫,造成不方便的狀況。例如,需由櫃員引導填寫,民眾及櫃員的溝通效率不佳常使得流程花費冗長時間。另外,完成後的申請書需要人力去歸檔,調閱查看申請書也需人力完成。如何降低銀行櫃台人員的業務量或讓數位服務更便利,避免因版本更改使得舊版本申請書必須丟棄,造成紙張浪費不環保的問題是本技術領域的諸多課題之一。With current technology, people need to fill out various application forms when applying for various services at bank counters. The bank teller will first ask the people what services they want to handle, and then take the corresponding application form for the people to fill out manually. The complex layout and content of the above various application forms make it easy for people to understand and not know how to fill them out, causing inconvenience. For example, the bank teller needs to guide the filling out, and the poor communication efficiency between the people and the teller often makes the process take a long time. In addition, the completed application forms need to be filed manually, and the review of the application forms also requires manual work. How to reduce the workload of bank teller staff or make digital services more convenient, and avoid the waste of paper due to version changes that cause old versions of applications to be discarded, is one of the many issues in this technology field.
有鑑於此,本發明提供一種用於表單預填的系統與方法,以讓數位系統根據使用者需求進行自動表單填寫。In view of this, the present invention provides a system and method for pre-filling forms, so that a digital system can automatically fill in forms according to user needs.
本發明的一種用於表單預填的系統。系統包含智慧櫃員機以及第一終端裝置。智慧櫃員機包含第一人機介面並且通訊連接至叫號系統,其中智慧櫃員機通過第一人機介面接收預填資料,根據預填資料自叫號系統取得排隊號,並且輸出排隊號。第一終端裝置包含第二人機介面並且通訊連接至智慧櫃員機以及叫號系統,其中第一終端裝置響應於排隊號與叫號系統指示的號碼匹配而自智慧櫃員機接收預填資料,通過第二人機介面顯示包含預填資料的表單,通過第二人機介面接收對應於表單的第一編輯指令,根據第一編輯指令更新表單,並且輸出經更新的表單。The present invention discloses a system for pre-filling forms. The system includes a smart teller machine and a first terminal device. The smart teller machine includes a first human-machine interface and is communicatively connected to a call system, wherein the smart teller machine receives pre-filled data through the first human-machine interface, obtains a queue number from the call system according to the pre-filled data, and outputs the queue number. The first terminal device includes a second human-machine interface and is communicatively connected to the smart teller machine and the call system, wherein the first terminal device receives pre-filled data from the smart teller machine in response to a match between the queue number and a number indicated by the call system, displays a form including the pre-filled data through the second human-machine interface, receives a first editing instruction corresponding to the form through the second human-machine interface, updates the form according to the first editing instruction, and outputs the updated form.
本發明的一種用於表單預填的方法,包含:由智慧櫃員機通過第一人機介面接收預填資料,根據預填資料自叫號系統取得排隊號,並且輸出排隊號;由第一終端裝置響應於排隊號與叫號系統指示的號碼匹配而自智慧櫃員機接收預填資料;以及由第一終端裝置通過第二人機介面顯示包含預填資料的表單,通過第二人機介面接收對應於表單的第一編輯指令,根據第一編輯指令更新表單,並且輸出經更新的表單。The present invention provides a method for pre-filling a form, comprising: receiving pre-filled data by a smart teller machine through a first human-machine interface, obtaining a queue number from a call system according to the pre-filled data, and outputting the queue number; receiving pre-filled data from the smart teller machine by a first terminal device in response to a match between the queue number and a number indicated by the call system; and displaying a form containing the pre-filled data by the first terminal device through a second human-machine interface, receiving a first editing instruction corresponding to the form through the second human-machine interface, updating the form according to the first editing instruction, and outputting the updated form.
基於上述,本發明諸實施例所述用於表單預填的系統與方法可以自動透過使用者在人機介面填寫的預填資料與編輯指令產生數位表單,並自動進行歸檔,使得流程更便利減少人力,同時避免紙張浪費不環保的問題。Based on the above, the system and method for pre-filling forms described in the embodiments of the present invention can automatically generate digital forms through the pre-filled data and editing instructions filled in by the user on the human-machine interface, and automatically archive them, making the process more convenient and reducing manpower, while avoiding the problem of paper waste and environmental pollution.
為讓本發明的上述特徵和優點能更明顯易懂,下文特舉實施例,並配合所附圖式作詳細說明如下。In order to make the above features and advantages of the present invention more clearly understood, embodiments are given below and described in detail with reference to the accompanying drawings.
圖1是根據本發明一實施例的用於表單預填的系統的電路方塊(circuit block)示意圖。用於表單預填的系統100包含智慧櫃員機110、第一終端裝置120、第二終端裝置130與伺服器140。系統100可與叫號系統200通訊連接。FIG1 is a circuit block diagram of a system for pre-filling forms according to an embodiment of the present invention. The
伺服器140可包含處理器、儲存器以及收發器。處理器例如是中央處理單元(central processing unit,CPU),或是其他可程式化之一般用途或特殊用途的微控制單元(micro control unit,MCU)、微處理器(microprocessor)、數位信號處理器(digital signal processor,DSP)、可程式化控制器、特殊應用積體電路(application specific integrated circuit,ASIC)、圖形處理器(graphics processing unit,GPU)、影像訊號處理器(image signal processor,ISP)、影像處理單元(image processing unit,IPU)、算數邏輯單元(arithmetic logic unit,ALU)、複雜可程式邏輯裝置(complex programmable logic device,CPLD)、現場可程式化邏輯閘陣列(field programmable gate array,FPGA)或其他類似元件或上述元件的組合。處理器可耦接至儲存器以及收發器,並且存取和執行儲存於儲存器中的多個模組和各種應用程式。The
儲存器例如是任何型態的固定式或可移動式的隨機存取記憶體(random access memory,RAM)、唯讀記憶體(read-only memory,ROM)、快閃記憶體(flash memory)、硬碟(hard disk drive,HDD)、固態硬碟(solid state drive,SSD)或類似元件或上述元件的組合,而用於儲存可由處理器執行的多個模組或各種應用程式。The memory is, for example, any type of fixed or removable random access memory (RAM), read-only memory (ROM), flash memory, hard disk drive (HDD), solid state drive (SSD) or similar components or a combination of the above components, and is used to store multiple modules or various applications that can be executed by the processor.
收發器以無線或有線的方式傳送及接收訊號。收發器還可以執行例如低噪聲放大、阻抗匹配、混頻、向上或向下頻率轉換、濾波、放大以及類似的操作。伺服器140可通過收發器通訊連接至叫號系統200、智慧櫃員機110、第一終端裝置120以及第二終端裝置130。The transceiver transmits and receives signals wirelessly or wiredly. The transceiver can also perform operations such as low noise amplification, impedance matching, mixing, up or down frequency conversion, filtering, amplification, and the like. The
智慧櫃員機110可包含處理器、收發器以及人機介面。處理器例如是中央處理單元,或是其他可程式化之一般用途或特殊用途的微控制單元、微處理器、數位信號處理器、可程式化控制器、特殊應用積體電路、圖形處理器、影像訊號處理器、影像處理單元、算數邏輯單元、複雜可程式邏輯裝置、現場可程式化邏輯閘陣列或其他類似元件或上述元件的組合。處理器可耦接至收發器以及輸入裝置。收發器以無線或有線的方式傳送及接收訊號。收發器還可以執行例如低噪聲放大、阻抗匹配、混頻、向上或向下頻率轉換、濾波、放大以及類似的操作。人機介面可包含但不限於顯示器、聲音擷取裝置、影像擷取裝置、鍵盤、掃描裝置或觸控螢幕等輸入輸出裝置。智慧櫃員機110可通過收發器通訊連接至伺服器140。The
第一終端裝置120或第二終端裝置130可包含但不限於平板電腦、個人電腦或筆記型電腦。第一終端裝置120的使用者例如是金融機構(例如:銀行)的櫃檯人員。第二終端裝置130的使用者例如是臨櫃辦理業務的客戶。第一終端裝置120或第二終端裝置130可包含人機介面,其中人機介面可包含但不限於顯示器、聲音擷取裝置、影像擷取裝置、鍵盤、或觸控螢幕等輸入輸出裝置。第一終端裝置120或第二終端裝置130還可包含收發器,並可通過收發器通訊連接至伺服器140。The
圖2是根據本發明一實施例的用於表單預填的方法的流程示意圖,其中所述方法可由如圖1所示的系統100實施。在步驟S200中,智慧櫃員機110可通過人機介面接收預填資料。Fig. 2 is a flowchart of a method for pre-filling a form according to an embodiment of the present invention, wherein the method may be implemented by the
具體來說,當使用者欲使用智慧櫃員機110申辦各項業務時,使用者可操作智慧櫃員機110的人機介面。智慧櫃員機110可通過人機介面(例如:觸控螢幕)輸出分別對應於多種業務的多個選項供使用者選擇,諸如「匯款」或「存款」等選項。在使用者通過人機介面選擇多個選項的其中之一後,智慧櫃員機110可通過人機介面輸出對應於受選選項的提示訊息,其中提示訊息用以指示使用者輸入關聯於使用者選擇之業務的預填資料。舉例來說,若使用者選擇「匯款」選項,則智慧櫃員機110輸出的提示訊息可指示使用者輸入「匯款」業務所需使用到的資料(例如:收款人姓名或帳號)以作為預填資料。Specifically, when the user wants to use the
特定的業務可能需確認使用者的個人資料後方可執行。在一實施例中,智慧櫃員機110可包含掃描裝置,其中掃描裝置可用以掃描諸如身分證或金融卡等文件以取得使用者的身分資訊。智慧櫃員機110可通過掃描裝置取得使用者的身分資訊,並且在接收到使用者輸入的預填資料後,將預填資料設為與身分資訊相關聯。Certain services may require confirmation of the user's personal information before they can be executed. In one embodiment, the
在步驟S210中,智慧櫃員機110可根據預填資料自叫號系統200取得排隊號,並且通過輸出排隊號。具體來說,智慧櫃員機110可判斷使用者是否已經輸入所有的預填資料。若預填資料的輸入已經完成,則智慧櫃員機110可自叫號系統200取得排隊號,並且輸出排隊號給使用者。例如,智慧櫃員機110可通過顯示器顯示排隊號供使用者參考。在一實施例中,智慧櫃員機110可包含取票機。智慧櫃員機110可通過取票機輸出對應於排隊號的紙條以供使用者留存。In step S210, the
在步驟S220中,第一終端裝置120可響應於排隊號與叫號系統200指示的號碼匹配(即:輪到持有排隊號的使用者接受櫃檯服務)而自智慧櫃員機110接收與使用者(或使用者的身分資訊)相對應的預填資料。接著,在步驟S230中,第一終端裝置120可通過人機介面顯示包含預填資料的表單供第一終端裝置120的使用者(即:櫃檯人員)參考。另一方面,第二終端裝置130也可通過人機介面顯示包含預填資料的表單供第二終端裝置130的使用者(即:客戶)參考。In step S220, the
若包含預填資料的表單尚未填寫完成,則櫃檯人員或客戶可對表單進行編輯。具體來說,在步驟S240中,第一終端裝置120可通過人機介面接收櫃檯人員的操作以接收對應於表單的編輯指令,並且根據編輯指令更新表單。另一方面,第二終端裝置130可通過人機介面接收客戶的操作以接收對應於表單的編輯指令,並且根據編輯指令更新表單。在步驟S250中,第一終端裝置120可輸出經更新的表單。舉例來說,第一終端裝置120可將經更新的表單傳送至印表機以將表單的紙本列印出來。第一終端裝置120可將經更新的表單傳送至伺服器140,且伺服器140可儲存經更新的表單以備日後查詢。If the form containing pre-filled data has not been completed, the counter staff or the customer can edit the form. Specifically, in step S240, the first
當表單的更新完成後,伺服器140可根據客戶所選擇的業務決定客戶應繳交的手續費。在一實施例中,伺服器140可通過第一終端裝置120或第二終端裝置130顯示提示訊息,以提示櫃檯人員向客戶收取手續費。在一實施例中,伺服器140可儲存與客戶的身分資訊相對應的銀行帳戶資訊。伺服器140可自客戶的銀行帳戶資訊中的存款金額扣除客戶應繳交的手續費。如此,可自動化手續費的收取,進而降低櫃檯人員的工作量以及臨櫃業務的辦理時間。When the form is updated, the
綜上所述,本發明諸實施例所述可以自動透過使用者在人機介面填寫的預填資料進行排隊,根據叫號系統的號碼顯示數位表單。當使用者想更正表單時,則系統可通過人機介面接收編輯指令並更新表單。如此一來,可使得流程更便利減少人力,同時避免紙張浪費不環保的問題。In summary, the embodiments of the present invention can automatically queue up through the pre-filled data filled in by the user on the human-machine interface, and display the digital form according to the number of the calling system. When the user wants to correct the form, the system can receive the editing instruction through the human-machine interface and update the form. In this way, the process can be made more convenient and manpower can be reduced, while avoiding the problem of paper waste and environmental protection.
100:系統100: System
110:智慧櫃員機110: Smart ATM
120:第一終端裝置120: first terminal device
130:第二終端裝置130: Second terminal device
140:伺服器140: Server
200:叫號系統200:Calling system
S200、S210、S220、S230、S240、S250:步驟S200, S210, S220, S230, S240, S250: Steps
圖1是根據本發明一實施例所繪示,用於表單預填的系統的方塊(circuit block)示意圖。 圖2是根據本發明一實施例所繪示,用於表單預填的方法的流程示意圖。Fig. 1 is a schematic diagram of a circuit block of a system for pre-filling forms according to an embodiment of the present invention. Fig. 2 is a schematic diagram of a flow chart of a method for pre-filling forms according to an embodiment of the present invention.
100:系統 100:System
110:智慧櫃員機 110: Smart teller machine
120:第一終端裝置 120: First terminal device
130:第二終端裝置 130: Second terminal device
140:伺服器 140: Server
200:叫號系統 200:Calling system
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TW201824128A (en) | 2016-12-29 | 2018-07-01 | 方建強 | Method of financial transactions using a mobile device and a financial transaction system and system for executing the same |
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TW201824128A (en) | 2016-12-29 | 2018-07-01 | 方建強 | Method of financial transactions using a mobile device and a financial transaction system and system for executing the same |
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