TWM634871U

TWM634871U - Salary transfer business management system

Info

Publication number: TWM634871U
Application number: TW111206820U
Authority: TW
Inventors: 黃睿靖; 戴淑美; 陳靜儀; 白佳穎; 陳俊諺; 黃梓峻
Original assignee: 臺灣新光商業銀行股份有限公司
Priority date: 2022-06-27
Filing date: 2022-06-27
Publication date: 2022-12-01

Abstract

本新型提供一種薪轉業務管理系統，其中當處理模組由使用者裝置接收薪轉業務申請檔案，階層模組根據該薪轉業務申請檔案中的優惠資訊及分行資訊更新薪轉業務申請檔案中的決行階層資訊，使流程模組據以設定薪轉業務申請檔案中的簽核狀態資訊，產生簽核狀態更新通知並發送至對應該簽核狀態資訊的管理者裝置；當處理模組由管理者裝置接收審核通過資訊或決行確認資訊，流程模組據以更新簽核狀態資訊並產生簽核狀態更新通知，發送至對應更新後的該簽核狀態資訊的另一管理者裝置或使用者裝置，達到自動管控薪轉業務申請案審核流程之目的。 The present invention provides a salary transfer business management system, wherein when the processing module is connected by the user device In the salary transfer business application file, the class module updates the decision level information in the salary transfer business application file according to the preferential information and branch information in the salary transfer business application file, so that the process module can set the salary transfer business application file accordingly. Sign-off status information, generate a sign-off status update notification and send it to the manager device corresponding to the sign-off status information; when the processing module receives the approval information or decision confirmation information from the manager device, the process module updates the sign-off accordingly status information and generate an update notification of the approval status, which is sent to another administrator device or user device corresponding to the updated approval status information, so as to achieve the purpose of automatically controlling the review process of the salary transfer business application.

Description

薪轉業務管理系統 Salary transfer business management system

一種管理系統，尤指一種薪轉業務管理系統。 A management system, especially a salary transfer business management system.

在現有的銀行系統中，薪水帳戶之申請、變更、優利設定及查詢等流程主要仍通過紙本卷宗作業進行。當有新客戶欲申請薪水轉帳(以下簡稱薪轉)業務，申請人，即該分行經辦人，必須輸入資料後印出申請書表，以紙本卷宗及人力運送的方式向上一級主管呈報進行審核，通過至少一審核主管上呈至一決行主管，由該決行主管確認該薪轉業務申請的通過及決行。紙本流程不僅步驟繁瑣且耗用紙張資源，運送效率需視轉送卷宗人員的效率，且過程中有遺失或錯送之風險。此外，決行主管的階層根據該薪轉業務的優惠條件內容而定，須由分行經辦人或審核主管根據申請書表之內容依序判斷，其中若有人員一時判斷有誤，可能導致整個審核流程錯誤而必須重新進行。 In the existing banking system, the processes of salary account application, modification, Unisys setting and inquiry are still mainly carried out through the paper file operation. When a new customer wants to apply for the salary transfer (hereinafter referred to as salary transfer) business, the applicant, that is, the branch manager, must enter the information, print out the application form, and submit it to the superior supervisor in the form of paper files and manual delivery. Review, pass at least one review supervisor and submit to a decision supervisor, and the decision supervisor will confirm the approval and decision of the salary transfer business application. The paper-based process not only has cumbersome steps but also consumes paper resources. The delivery efficiency depends on the efficiency of the personnel who transfer the files, and there is a risk of loss or wrong delivery during the process. In addition, the rank of the decision-making supervisor is determined according to the preferential conditions of the salary transfer business, and must be judged sequentially by the branch manager or the review supervisor based on the contents of the application form. The procedure was wrong and had to be repeated.

綜上所述，現有的薪轉業務申請及管理流程勢必須進行進一步改進。 To sum up, the existing salary transfer business application and management process must be further improved.

有鑑於前述薪水轉帳(以下簡稱薪轉)業務管理流程之缺陷，本新型提供一種薪轉業務管理系統，連接一使用者裝置、至少一管理者裝置、一資料庫裝置、一核心管理系統，該薪轉業務管理系統包含：一處理模組，連接該使用者裝置及該資料庫裝置，由該使用者裝置接收一薪轉業務申請檔案，並將該薪轉業務申請檔案匯入該資料庫裝置；該薪轉業務申請檔案包含分行資訊、客戶資訊、優惠資訊、效益評估資訊、簽核狀態資訊、決行階層資訊；一權限模組，連接該處理模組，並根據該使用者裝置的一登入身份資訊確認一身份權限資訊；一階層模組，連接該處理模組，根據該薪轉業務申請檔案中的優惠資訊及分行資訊更新該薪轉業務申請檔案中的決行階層資訊；一流程模組，連接該處理模組、該階層模組及該權限模組；該流程模組根據該決行階層資訊設定該薪轉業務申請檔案中的簽核狀態資訊，據以產生一簽核狀態更新通知，並將該簽核狀態更新通知發送至對應該簽核狀態資訊的一管理者裝置；當該處理模組由該管理者裝置接收一審核通過資訊，該流程模組根據該決行階層資訊更新該簽核狀態資訊，據以產生該簽核狀態更新通知，並將該簽核狀態更新通知發送至對應更新後的該簽核狀態資訊的另一管理者裝置；當該處理模組由該管理者裝置接收一決行確認資訊，該流程模組將該薪轉業務申請檔案的該簽核狀態資訊更新為一已核准狀態，據以產生一核准通知，並將該核准通知發送至該使用者裝置。 In view of the defects of the aforementioned salary transfer (hereinafter referred to as salary transfer) business management process, the present invention provides a salary transfer business management system, which is connected to a user device, at least one manager device, a database device, and a core management system. The salary transfer business management system includes: a processing module, which connects the user device and the database device, receives a salary transfer service application file from the user device, and imports the salary transfer service application file into the database device ; The salary transfer business The application file includes branch information, customer information, preferential information, benefit evaluation information, approval status information, and decision-making level information; an authority module is connected to the processing module, and an identity is confirmed according to a login identity information of the user device Authority information; a level module, connected to the processing module, updating the decision level information in the salary transfer business application file according to the preferential information and branch information in the salary transfer business application file; a process module, connected to the processing module Group, the level module and the authority module; the process module sets the approval status information in the salary transfer business application file according to the decision level information, so as to generate an approval status update notification and send the approval status The status update notification is sent to a manager device corresponding to the sign-off status information; when the processing module receives an approval information from the manager device, the process module updates the sign-off status information according to the decision level information, according to To generate the approval status update notification, and send the approval status update notification to another administrator device corresponding to the updated approval status information; when the processing module receives a decision confirmation information from the administrator device , the process module updates the approval status information of the salary transfer business application file to an approved status, thereby generating an approval notification, and sending the approval notification to the user device.

本新型的薪轉業務管理系統通過連接使用者裝置、管理者裝置、核心管理系統及資料庫裝置，並在處理裝置中設置權限模組以判斷使用者裝置之權限，該階層模組自動根據薪轉業務申請檔案中的優惠資訊及分行資訊判斷該申請案所需通過的各級審核及決行管理者的決行接階層資訊，由流程模組根據該決行階層資訊控管該薪轉業務申請檔案的流程控管，在收到審核通過資訊或決行確認資訊時更新該新晚業務申請檔案中的簽核狀態資訊，並發出對應的簽核狀態更新通知或核准通知至相關的使用者裝置或管理者裝置。 The new salary transfer business management system connects the user device, the manager device, the core management system and the database device, and sets the authority module in the processing device to judge the authority of the user device. The preferential information and branch information in the business transfer application file determine the various levels of review that the application needs to pass and the decision level information of the decision manager, and the process module controls the salary transfer business application file based on the decision level information Process control, update the approval status information in the new night business application file when receiving the approval information or decision confirmation information, and send the corresponding approval status update notification or approval notification to the relevant user device or administrator device.

如此一來，該薪轉業務管理系統將薪轉業務之申請流程全面電子化執行，並將決行階層判斷及流程控管分別由專責之模組負責。使用者裝置在送出薪轉業務申請檔案後，管理者能夠根據簽核狀態通知操作管理者裝置登入該薪轉業務管系統進行審核，審核通過後流程模組使得薪轉業務申請流程進入下一道審核流程，直到具有決行權限的管理者裝置發出決行確認資訊，使得該薪轉業務申請檔案被更新為已核准狀態，完成該薪轉業務申請檔案之審核及決行流程。 In this way, the salary transfer business management system fully implements the application process of the salary transfer business electronically, and assigns the decision-making level judgment and process control to a dedicated module. After the user device sends the salary transfer business application file, the manager can notify the operation manager to log in the salary transfer business management system for review according to the approval status. After the review is passed, the process module makes the salary transfer business application process enter the next review The process until the manager device with decision authority sends decision confirmation information, so that the salary transfer business application file is updated to the approved status, and the review and decision process of the salary transfer business application file is completed.

本新型的薪轉業務管理系統使得無論是相關的使用者或管理者均能直接藉由操作使用者裝置或管理者裝置由該薪轉業務管理系統直接進行業務申請或審核，無須通過人力層層轉送簽核文件，解決了現有薪轉業務申請流程之人為失誤及效率過慢等問題。 This new type of salary transfer business management system enables both relevant users and managers to directly apply for or review business through the salary transfer business management system by operating the user device or the manager device, without going through layers of manpower Transferring the approval documents solves the problems of human error and slow efficiency in the existing salary transfer business application process.

10:薪轉業務管理系統 10: Salary transfer business management system

101:處理模組 101: Processing modules

102:權限模組 102: Permission module

103:階層模組 103: Hierarchy Mod

104:流程模組 104:Process module

105:電文模組 105: Text module

106:分類模組 106: Classification module

107:報表模組 107:Report module

108:郵件模組 108:Mail module

109:人資模組 109: HR module

110:安控模組 110: Security control module

111:排程模組 111: Scheduling module

20:使用者裝置 20: User device

30:管理者裝置 30: Manager device

40:核心管理系統 40: Core Management System

50:資料庫裝置 50: Database device

圖1係本新型薪轉業務管理系統的一系統方塊示意圖。 Fig. 1 is a system block diagram of the new salary transfer business management system.

請參閱圖1所示，本新型的薪水轉帳(以下簡稱薪轉)業務管理系統10包含一處理模組101、一權限模組102、一階層模組103、一流程模組104，並且較佳可進一步包含一電文模組105、一分類模組106、一報表模組107、一郵件模組108、一人資模組109、一安控模組110、一排程模組111等。其中，該處理模組101負責整合所以其他各模組之功能，根據所收到的外部資訊要求其他各該模組執行對應之存取、處理、及判斷動作。該薪轉業務管理系統10向外連接至少一使用者裝置20、一管理者裝置30、一核心管理系統40、一資料庫裝置50。 Please refer to shown in Fig. 1, the salary transfer of the present invention (hereinafter referred to as salary transfer) business management system 10 comprises a processing module 101, a authority module 102, a hierarchy module 103, a process module 104, and preferably It may further include a message module 105, a classification module 106, a report module 107, an email module 108, a human resource module 109, a security control module 110, a scheduling module 111, etc. Wherein, the processing module 101 is responsible for integrating the functions of all other modules, and requires other modules to perform corresponding access, processing, and judgment actions according to the received external information. The salary transfer business management system 10 is externally connected to at least one user device 20 , a manager device 30 , a core management system 40 , and a database device 50 .

其中，該使用者裝置20係指一申請人端裝置，即由銀行分行的經辦人員所使用之電子裝置。該使用者裝置20根據該經辦人員所輸入之登入身分資訊登入該薪轉業務管理系統10，並根據該經辦人員之操作及輸入產生一薪轉業務申請檔案。該薪轉業務申請檔案中包含有由經辦人員輸入之分行資訊、客戶資訊、優惠資訊及效益評估資訊，或者後續由薪轉業務管理系統10所產生或更新之簽核狀態資訊及決行階層資訊等。此外，該薪轉業務申請檔案包含一業務新增資訊或一業務異動資訊的其中之一者，其代表該薪轉業務申請檔案的申請種類屬於新增案或異動案。 Wherein, the user device 20 refers to an applicant terminal device, that is, an electronic device used by an operator of a bank branch. The user device 20 logs into the salary transfer business management system 10 according to the login identity information input by the operator, and generates a salary transfer business application file according to the operation and input of the operator. The salary transfer business application file contains the branch information, customer information, preferential information and benefit evaluation information input by the operator, or the subsequent approval status information and decision level information generated or updated by the salary transfer business management system 10 Wait. In addition, the salary transfer business application file contains one of a new business information or a business change information, which means that the application type of the salary transfer business application file belongs to a new case or a change case.

該管理者裝置30係指與薪轉業務申請相關之各級審核主管及決行主管所使用之電子裝置。該管理者裝置30根據審核主管或決行主管輸入之登入身分資訊登入該薪轉業務管理系統10，並根據審核主管或決行主管之操作及輸入產生審核通過資訊、決行確認資訊或審核退件資訊等。 The manager device 30 refers to the electronic device used by the review supervisors and decision supervisors at all levels related to the salary transfer business application. The manager device 30 logs into the salary transfer business management system 10 according to the login identity information input by the audit supervisor or the decision supervisor, and generates audit pass information, decision confirmation information or audit rejection information according to the operation and input of the audit supervisor or decision supervisor. .

該核心管理系統40係屬於該銀行之總行之核心管理系統40，連接並管理該資料庫裝置50。本新型的薪轉業務管理系統10與該核心管理系統40連接，以上傳通過簽核流程之薪轉業務申請檔案，或者發送薪轉業務相關之資訊查詢要求至該核心管理系統40，以取得該資料庫裝置50中所儲存之薪轉業業務資訊等。 The core management system 40 belongs to the core management system 40 of the head office of the bank, and is connected to and manages the database device 50 . The new salary-transfer business management system 10 is connected to the core management system 40 to upload the salary-transfer business application file that has passed the approval process, or to send the salary-transfer business-related information inquiry request to the core management system 40 to obtain the salary-transfer business application file. Salary transfer business information stored in the database device 50, etc.

以下將進一步詳細說明該薪轉業務管理系統10中各模組在薪轉業務申請流程中所執行之程序，以及其他相關功能。 The procedures executed by each module in the salary-transfer business management system 10 in the salary-transfer business application process and other related functions will be further described in detail below.

當該使用者裝置20將登入身分資訊發送至該薪轉業務管理系統10的處理模組101，該權限模組102根據該登入身分資訊確認其身分權限資訊，該身分權限資訊例如為「分行經辦人」，並允許該使用者裝置20執行與該身分權限資訊匹配的系統功能，例如薪轉業務申請檔案或資訊查詢要求之傳送。 When the user device 20 sends the login identity information to the processing module 101 of the salary transfer business management system 10, the authority module 102 confirms the identity authority information according to the login identity information, the identity authority information is for example "branch via and allow the user device 20 to perform system functions that match the identity authority information, such as the transmission of salary transfer business application files or information inquiry requests.

當該使用者裝置20完成登入，並發送該薪轉業務申請檔案的該處理模組101，該階層模組103根據該薪轉業務申請檔案中的優惠資訊及分行資訊更新該薪轉業務申請檔案中的決行階層資訊。該薪轉業務申請檔案中的優惠資訊對應不同的決行階層。該申請案中要求越高的優惠程度，例如越高的加碼利率或跨行提款轉帳次數，該薪轉業務申請檔案則必須由更高的決行階層核准。 When the user device 20 completes the login and sends the processing module 101 of the salary transfer business application file, the hierarchical module 103 updates the salary transfer business application file according to the preferential information and branch information in the salary transfer business application file Decision-level information in . The preferential information in the salary transfer business application file corresponds to different decision levels. The higher the degree of preference required in the application, for example, the higher the overweight interest rate or the number of inter-bank withdrawals and transfers, the salary transfer business application file must be approved by a higher decision-making level.

在本實施例中，較佳的，該階層模組103儲存至少一優惠權限階層對應表，且該薪轉業務申請檔案中的決行階層資訊包含權限階層資訊、至少一審核主管資訊及一決行主管資訊。較佳的，該優惠權限階層對應表中包含不同的複數加碼利率及不同的複數提轉次數對應之複數權限階層，以及各該權限階層對應之審核主管及決行主管。當該階層模組103更新該薪轉業務申請檔案中的決行階層資訊時，該階層模組103是根據該薪轉業務申請檔案中的優惠資訊查詢該優惠權限階層對應表中對應的權限階層，再根據該權限階層及該分行資訊查詢該權限階層對應的審核主管及決行主管，並據以更新該薪轉業務申請檔案中的權限階層資訊、審核主管資訊及決行主管資訊。 In this embodiment, preferably, the hierarchy module 103 stores at least one preferential authorization hierarchy correspondence table, and the decision-making hierarchy information in the salary transfer business application file includes authority hierarchy information, at least one review supervisor information and a decision-making supervisor Information. Preferably, the preferential authority level correspondence table includes multiple authority levels corresponding to different multiple overweight interest rates and different multiple withdrawal times, as well as the audit supervisor and decision supervisor corresponding to each authority level. When the level module 103 updates the decision level information in the salary transfer business application file, the level module 103 queries the corresponding authority level in the privilege level correspondence table according to the preferential information in the salary change business application file, Then, according to the authority level and the branch information, query the audit supervisor and decision supervisor corresponding to the authority level, and update the authority level information, audit supervisor information and decision supervisor information in the salary transfer business application file accordingly.

表1

Table 1

上表表1及表2分別為示例性的優惠權限階層對應表。舉例而言，根據表1，當該薪轉業務申請檔案中的優惠資訊的加碼利率為「A+0.05」，則根據加碼利率查詢優惠權限階層對應表，則該薪轉業務申請檔案的權限階層為「區塊主管」，表示該薪轉業務申請檔案必須由「區塊主管」決行，而對應權限階層為「區塊主管」之審核主管依序為「分行主管」、「薪轉專案管理者(薪轉PM)」、「科長」、「部長」，而決行主管為「區塊副總」。再舉例而言，根據表2，在同一薪轉業務申請檔案中，優惠資訊的提轉次數為「跨提6/跨轉6」，則根據提轉次數查詢優惠權限階層對應表，該薪轉業務申請檔案的權限階層為「業管單位主管」，表示該薪轉業務申請檔案必須由「業管單位主管」決行，而對應權限階層為「業管單位主管」之審核主管依序為「分行主管」、「薪轉專案管理者(薪轉PM)」、「科長」，而決行主管為「部長」。較佳的，當該階層模組103根據不同優惠資訊，例如加碼利率及提轉次數，查詢不同的優惠權限階層對應表，獲得不同之權限階層，則以較高之權限階層為準。以前述舉例而言，由於「區塊主管」階層高於「業管單位主管」該階層模組103將薪轉業務申請檔案中之權限階層設定為「區塊主管」。 The above tables Table 1 and Table 2 are exemplary corresponding tables of preferential authority levels. For example, according to Table 1, when the premium rate of the preferential information in the salary transfer business application file is "A+0.05", then query the privilege level correspondence table according to the premium rate, then the permission level of the salary transfer business application file "Block Manager", which means that the salary transfer business application file must be decided by the "Block Manager", and the audit supervisor whose corresponding authority level is "Block Manager" is "Branch Supervisor", "Salary Transfer Project Manager" (Salary to PM)", "Section Chief", "Minister", and the decision-making supervisor is the "Vice President of the Block". For another example, according to Table 2, in the same salary transfer business application file, the number of promotions and transfers of the preferential information is "cross-lift 6/cross-transfer 6". business application file The authority level is "Head of Business Management Unit", which means that the application file for salary transfer business must be decided by the "Head of Business Management Unit", and the audit supervisor with the corresponding authority level of "Head of Business Management Unit" is "Branch Supervisor", " Salary transfer project manager (salary transfer PM)", "section chief", and the executive director is "minister". Preferably, when the level module 103 inquires the corresponding table of different privilege levels according to different preferential information, such as the interest rate and the number of withdrawals, and obtains different authority levels, the higher authority level shall prevail. Taking the aforementioned example as an example, since the level of "block supervisor" is higher than that of "business management unit supervisor", the level module 103 sets the authority level in the salary transfer business application file to "block supervisor".

當該處理模組101在首次接收到該薪轉業務申請檔案，且階層模組103完成決行階層資訊之更新並確認決行主管及審核主管後，該流程模組104先根據決行階層資訊設定該薪轉業務申請檔案中的簽核狀態資訊，據以產生一簽核狀態更新通知，並將該簽核狀態更新通知發送至對應該簽核狀態資訊的一管理者裝置30。舉例而言，由使用者裝置20接收該薪轉業務申請檔案後，依決行階層資訊第一個審核主管為「分行主管」，故該流程模組104先將該簽核狀態資訊設定為「分行主管」，產生一簽核狀態更新通知，並發送至該分行主管的管理者裝置30，以通知分行主管進行審核。 When the processing module 101 receives the salary transfer business application file for the first time, and the hierarchy module 103 completes the update of the decision-making hierarchy information and confirms the decision-making supervisor and review supervisor, the process module 104 first sets the salary according to the decision-making hierarchy information. The approval status information in the business application file is transferred to generate an approval status update notification, and the approval status update notification is sent to a manager device 30 corresponding to the approval status information. For example, after receiving the salary transfer business application file by the user device 20, according to the decision-making level information, the first review supervisor is "branch supervisor", so the process module 104 first sets the approval status information as "branch supervisor". Supervisor” generates a sign-off status update notification and sends it to the manager device 30 of the branch supervisor to notify the branch supervisor to conduct an audit.

進一步的，當該處理模組101由該管理者裝置30接收一審核通過資訊，該流程模組104根據該決行階層資訊更新該簽核狀態資訊，據以產生另一該簽核狀態更新通知，並將另一該簽核狀態更新通知發送至對應該簽核狀態資訊的另一管理者裝置30。 Further, when the processing module 101 receives an approval information from the manager device 30, the process module 104 updates the approval status information according to the decision level information, so as to generate another approval status update notification, And another update notification of the sign-off state is sent to another manager device 30 corresponding to the sign-off state information.

舉例而言，當該處理模組101由「分行主管」的管理者裝置30接收到該審核通過資訊，該流程模組104根據該決行階層訊判斷下一審核主管為「薪轉PM」，故該流程模組104先將該簽核狀態資訊更新為「薪轉PM」並產生一簽核狀態更新通知，發送至該薪轉PM的管理者裝置30，以通知薪轉PM進行審核。 For example, when the processing module 101 receives the approval information from the manager device 30 of the "branch supervisor", the process module 104 judges that the next audit supervisor is "salary transfer PM" according to the decision level information, so The process module 104 first updates the sign-off status information to "Salary Transfer PM" and generates a sign-off status update notification, which is sent to the manager device 30 of the Salary Transfer PM to notify the Salary Transfer PM to review.

如此，該流程模組104管控該薪轉業務申請檔案依序通過所需之各階層審核主管之審核。以前述舉例而言，各階層審核主管依序為「分行主管」、「薪轉PM」、「科長」、「部長」，而決行主管為「區塊副總」。當該處理模組101由該管理者裝置30接收一決行確認資訊，該流程模組104將該薪轉業務申請檔案的該簽核狀態資訊更新為一已核准狀態，據以產生一核准通知，並將該核准通知發送至該使用者裝置20。 In this way, the process module 104 manages and controls the salary transfer business application file to pass the review of the required review supervisors in order. Taking the above example as an example, the review supervisors at each level are "branch supervisor", "salary transfer PM", "section chief" and "minister" in sequence, and the decision supervisor is "block vice president". When the processing module 101 receives a decision confirmation message from the manager device 30, the process module 104 updates the sign-off status information of the salary-transfer business application file to an approved status, thereby generating an approval notification, And send the approval notification to the user device 20 .

以前述舉例而言，當該處理模組101由「區塊副總」的管理者裝置30接收到該決行確認資訊，該流程模組104將該薪轉業務申請檔案的該簽核狀態資訊更新為已核准狀態，並將該核准通知發送至該使用者裝置20，即發送該薪轉業務申請檔案的分行的經辦人員之使用者裝置20，以通知該經辦人員該薪轉業務申請檔案已經通過審核及決行。 Taking the aforementioned example as an example, when the processing module 101 receives the decision confirmation information from the manager device 30 of the "block vice president", the process module 104 updates the approval status information of the salary transfer business application file is approved, and send the approval notification to the user device 20, that is, the user device 20 of the operator of the branch that sent the application file for the salary transfer business, to notify the operator of the application file for the salary transfer business Has been reviewed and approved.

另外，管理者裝置30亦可發出一審核退件資訊。當該處理模組101接收到其中一管理者裝置30發送的審核退件資訊，該流程模組104根據該決行階層資訊及一退件規則更新該簽核狀態資訊，據以產生該簽核狀態更新通知，並將該簽核狀態更新通知發送至對應該簽核狀態資訊的使用者裝置20或管理者裝置30。 In addition, the administrator device 30 can also send out an audit rejection message. When the processing module 101 receives the audit rejection information sent by one of the manager devices 30, the process module 104 updates the approval status information according to the decision level information and a rejection rule, so as to generate the approval status update notification, and send the sign-off status update notice to the user device 20 or the manager device 30 corresponding to the sign-off status information.

該退件規則包含退件主管與退件收受者之對應資訊。舉例而言，若是由「分行主管」的管理者裝置30發出審核退件資訊，則退件收受者為「經辦人員」；若是由「科長」的管理者裝置30發出審核退件資訊，則退件收受者為「薪轉PM」；若是由「薪轉PM」的管理者裝置30發出審核退件資訊，則退件收受者為「經辦人員」等。該流程模組104根據該退件規則將簽核狀態資訊更新為退件收受者，並將該簽核狀態更新通知發送至對應該退件收受者的使用者裝置20或管理者裝置30，以通知該退件收受者對該薪轉業務申請檔案進行處理。 The return rule includes the corresponding information of the return supervisor and the return recipient. For example, if the manager device 30 of the "branch supervisor" sends the audit return information, the recipient of the return is the "manager"; if the manager device 30 of the "section chief" sends the audit return information, Then the recipient of the return is the "salary transfer PM"; if the manager device 30 of the "salary transfer PM" sends out the audit return information, the recipient of the return is the "manager" and so on. The process module 104 updates the sign-off status information to the return recipient according to the return rule, and sends the sign-off status update notification to the user device 20 or the manager device 30 corresponding to the return recipient, so as to Notify the return recipient to process the salary transfer business application file.

上述簽核狀態更新通知例如可通過該郵件模組108發送至使用者裝置20或管理者裝置30。該郵件模組108連接該處理模組101及該流程模組104，且儲存複數郵件地址。當該流程模組104產生該簽核狀態更新通知或該核准通知，該郵件模組108根據該簽核狀態更新通知或該核准通知中的一相關人員資訊產生對應的一電子郵件，並發送至對應該相關人員資訊的郵件地址，而該等郵件地址被設置為該等使用者裝置20或該管理者裝置30之電子郵件位址。 The above-mentioned sign-off status update notification can be sent to the user device 20 or the administrator device 30 through the mail module 108 , for example. The mail module 108 is connected to the processing module 101 and the process module 104, and stores a plurality of mail addresses. When the process module 104 generates the approval status update notice or the approval notice, the email module 108 generates a corresponding email according to the relevant personnel information in the approval status update notice or the approval notice, and sends it to The email addresses corresponding to the relevant personnel information are set as the email addresses of the user devices 20 or the manager device 30 .

該電文模組105連接該處理模組101及該核心管理系統40，用於與該核心管理系統40串聯，以發送及接收電文方式與核心管理系統40溝通，例如要求取得核心管理系統40之資料或更新核心管理系統40之資料。 The text module 105 is connected to the processing module 101 and the core management system 40, and is used to connect with the core management system 40 in series, and communicate with the core management system 40 by sending and receiving text messages, for example, requesting to obtain the information of the core management system 40 Or update the data of the core management system 40 .

在一實施例中，當該處理模組101接收到該決行確認資訊，表示該薪轉業務申請檔案已經通過審核及決行，該處理模組101進一步根據該薪轉業務申請檔案中的客戶資訊及優惠資訊，以及由該使用者裝置20接收的作業資訊產生一約定書檔案，並將該約定書檔案發送至一專案管理者裝置30，以供使用該專案管理者裝置30的管理者進行約定書審核作業。當該處理模組101由該管理者裝置30接收一完成審核約定書檔案，該電文模組105將該完成審核約定書檔案發送至該核心管理系統40，以上傳該核心管理系統40，並存入資料庫系統，完成該薪轉業務申請檔案之申請作業流程。該由使用者裝置20輸入的作業資訊例如進一步包含入扣帳方式資訊、本行帳號、約定書生效日期等。 In one embodiment, when the processing module 101 receives the decision confirmation information, indicating that the salary transfer business application file has passed the review and decision, the processing module 101 further bases on the customer information and Offer information, and the operation information received by the user device 20 generate a contract file, and send the contract file to a project manager device 30 for the manager who uses the project manager device 30 to make a contract Review assignments. When the processing module 101 receives a completed audit agreement file from the manager device 30, the electronic text module 105 sends the completed audit agreement file to the core management system 40 for uploading to the core management system 40, and saves Enter the database system to complete the application process of the salary transfer business application file. The operation information input by the user device 20 further includes, for example, information on the method of deposit and debit, the account number of the bank, the effective date of the agreement, and the like.

該分類模組106用於對連接的使用者裝置20或管理者裝置30進行資料讀讀取權限的分類。舉例而言，該當該處理模組101由一使用者裝置20或管理裝置接收一資訊查詢要求，該分類模組106根據該使用者裝置20的登入身分資訊中的一所屬分行資訊及單位層級資訊判斷該使用者裝置20的資料讀取權限，並進一步判斷該資訊查詢要求是否在該資料讀取權限內。舉例而言，當該使用者裝置20的所屬分行資訊是一地區分行的經辦人員，則該使用者裝置20 僅能讀取核心管理系統40中屬於該地區分行所屬客戶之客戶資料；若該使用者裝置20的所屬分行資訊是一區塊總行的經辦人員，則該使用者裝置20能讀取該核心管理系統40中屬於該區塊總行所有下轄分行的所屬客戶資料。若該分類模組106根據該使用者裝置20的登入身分資訊判斷該使用者裝置20在該資訊查詢要求所需的資料讀取權限內，由該電文模組105根據該資訊查詢要求向該核心管理系統40發送該資訊查詢要求，並由該核心管理系統40接收返回的結果資訊後，發送至該使用者裝置20或該管理者裝置30。若該分類模組106判斷使用者裝置20不在對應的資料讀取權限內，該處理模組101對該使用者裝置20發送一拒絕查詢要求訊息。該結果資訊例如是薪轉業務申請資訊、薪轉業務資訊、薪優利業務申請資訊、或指定約定書檔案等。 The classifying module 106 is used to classify the data read-out authority of the connected user device 20 or administrator device 30 . For example, when the processing module 101 receives an information query request from a user device 20 or a management device, the classification module 106 uses a branch information and unit level information in the login identity information of the user device 20 Judging the data reading permission of the user device 20, and further judging whether the information query request is within the data reading permission. For example, when the branch information of the user device 20 is the operator of a regional branch, the user device 20 Can only read the customer information belonging to the customer of the branch in the core management system 40; In the management system 40, the customer information belonging to all the branches under the jurisdiction of the head office of the block. If the classification module 106 determines according to the login identity information of the user device 20 that the user device 20 is within the data reading authority required by the information query request, the message module 105 sends the core information to the core according to the information query request. The management system 40 sends the information query request, and the core management system 40 receives the returned result information, and sends it to the user device 20 or the manager device 30 . If the classification module 106 determines that the user device 20 is not within the corresponding data reading authority, the processing module 101 sends a query request rejection message to the user device 20 . The result information is, for example, salary transfer business application information, salary transfer business information, salary benefit business application information, or a specified agreement file.

該薪轉業務管理系統10藉由電文模組105通過合法管道與該核心管理系統40溝通，從而根據使用者裝置20或管理者裝置30的登入身分資訊取得符合其資料讀取權限的資料。 The salary-transfer business management system 10 communicates with the core management system 40 through the legal channel through the text module 105, so as to obtain the data in accordance with its data reading authority according to the login identity information of the user device 20 or the manager device 30.

進一步的，該報表模組107用於將該等結果資訊轉換為具有標格式並可供列印之指定報表格式檔案。該報表模組107連接該處理模組101，當該處理模組101由該使用者裝置20接收到一報表產出指令，該報表模組107將該結果資訊轉換為一指定報表格式檔案，並將轉換後的指定報表格式檔案發送到該使用者裝置20。 Further, the report module 107 is used to convert the result information into a specified report format file with standard format and available for printing. The report module 107 is connected to the processing module 101. When the processing module 101 receives a report output command from the user device 20, the report module 107 converts the result information into a specified report format file, and Send the converted specified report format file to the user device 20 .

該人資模組109連接該處理模組101及該資料庫裝置50，並且每隔一第一更新週期時間由該資料庫裝置50下載對應複數在職員工編號的複數員工身分資訊，該安控模組110連接該處理模組101及該人資模組109，當該處理模組101接收到該登入身分資訊，該安控模組110紀錄該登入身分資訊及該使用者裝置20的一操作紀錄，以及紀錄該使用者裝置20的一登入時間；當該使用者裝置20的登入時間超過一登入上限值；該安控模組110發送一強迫登出命令至該處理模組101，使該處理模組101將該使用者裝置20登出該薪轉業務管理系統10。 The human resources module 109 is connected to the processing module 101 and the database device 50, and the database device 50 downloads the plurality of employee identity information corresponding to the plurality of active employee numbers at intervals of a first update cycle, the security control The module 110 is connected to the processing module 101 and the human resources module 109. When the processing module 101 receives the login identity information, the security control module 110 records the login identity information and an operation of the user device 20 record, and record a login time of the user device 20; when the login time of the user device 20 exceeds a login upper limit; the security control module 110 sends a forced logout The command is sent to the processing module 101 , so that the processing module 101 logs out the user device 20 from the salary transfer business management system 10 .

該人資模組109及該安控模組110用於確保登入該薪轉業務管理系統10的使用者裝置20及管理者裝置30均為具有合法登入權限的裝置。該第一更新週期時間例如為1日，並設定為每日午夜12點進行最新的員工身份資訊的下載。該安控模組110則記錄所有登入事件及每一此用者裝置或管理者裝置30的操作紀錄，以供後續有調查需求時反查，並且管控使用者裝置20及管理者裝置30的登入時間，避免閒置的使用者裝置20或管理者裝置30遭他人濫用。 The human resource module 109 and the security control module 110 are used to ensure that the user device 20 and the manager device 30 logging into the salary-transfer business management system 10 are devices with legal login authority. The first update cycle time is, for example, 1 day, and is set to download the latest employee identity information at 12 o'clock every day at midnight. The security control module 110 records all log-in events and the operation records of each user device or manager device 30 for back-checking when there is a need for subsequent investigations, and controls the log-in of the user device 20 and the manager device 30 Time, to prevent the idle user device 20 or manager device 30 from being misused by others.

該排程模組111連接該郵件模組108及該資料庫裝置50，其用於監控並記錄該郵件模組108所發送的電子郵件，並且每隔一第二更新週期時間由該資料庫裝置50下載一所屬客戶資料更新檔，以確保該薪轉業務管理系統10所儲存的客戶資料為最新資料。 The scheduling module 111 is connected to the mail module 108 and the database device 50, and is used for monitoring and recording the emails sent by the mail module 108, and every second update cycle time is sent by the database device 50. Download a customer data update file to ensure that the customer data stored in the salary transfer business management system 10 is the latest data.

以上所述僅是本新型的實施例而已，並非對本新型做任何形式上的限制，雖然本新型已以實施例揭露如上，然而並非用以限定本新型，任何熟悉本專業的技術人員，在不脫離本新型技術方案的範圍內，當可利用上述揭示的技術內容做出些許更動或修飾為等同變化的等效實施例，但凡是未脫離本新型技術方案的內容，依據本新型的技術實質對以上實施例所作的任何簡單修改、等同變化與修飾，均仍屬於本新型技術方案的範圍內。 The above descriptions are only the embodiments of the present invention, and are not intended to limit the present invention in any form. Although the present invention has been disclosed as above with the embodiments, it is not intended to limit the present invention. Within the scope of the technical solution of the present invention, when the technical content disclosed above can be used to make some changes or be modified into equivalent embodiments with equivalent changes, but any content that does not deviate from the technical solution of the present invention is based on the technical essence of the present invention. Any simple modifications, equivalent changes and modifications made in the above embodiments still belong to the scope of the technical solution of the present invention.

10:薪轉業務管理系統 10: Salary transfer business management system

101:處理模組 101: Processing modules

102:權限模組 102: Permission module

103:階層模組 103: Hierarchy Mod

104:流程模組 104:Process module

105:電文模組 105: Text module

106:分類模組 106: Classification module

107:報表模組 107:Report module

108:郵件模組 108:Mail module

109:人資模組 109: HR module

110:安控模組 110: Security control module

20:使用者裝置 20: User device

30:管理者裝置 30: Manager device

40:核心管理系統 40: Core Management System

50:資料庫裝置 50: Database device

Claims

一種薪轉業務管理系統，連接一使用者裝置、至少一管理者裝置、一資料庫裝置、一核心管理系統，該薪轉業務管理系統包含：一處理模組，連接該使用者裝置及該資料庫裝置，由該使用者裝置接收一薪轉業務申請檔案，並將該薪轉業務申請檔案匯入該資料庫裝置；該薪轉業務申請檔案包含分行資訊、客戶資訊、優惠資訊、效益評估資訊、簽核狀態資訊、決行階層資訊；一權限模組，連接該處理模組，並根據該使用者裝置的一登入身份資訊確認一身份權限資訊；一階層模組，連接該處理模組，根據該薪轉業務申請檔案中的優惠資訊及分行資訊更新該薪轉業務申請檔案中的決行階層資訊；一流程模組，連接該處理模組、該階層模組及該權限模組；該流程模組根據該決行階層資訊設定該薪轉業務申請檔案中的簽核狀態資訊，據以產生一簽核狀態更新通知，並將該簽核狀態更新通知發送至對應該簽核狀態資訊的管理者裝置；當該處理模組由該管理者裝置接收一審核通過資訊，該流程模組根據該決行階層資訊更新該簽核狀態資訊，據以產生該簽核狀態更新通知，並將該簽核狀態更新通知發送至對應更新後的該簽核狀態資訊的管理者裝置；當該處理模組由該管理者裝置接收一決行確認資訊，該流程模組將該薪轉業務申請檔案的該簽核狀態資訊更新為一已核准狀態，據以產生一核准通知，並將該核准通知發送至該使用者裝置。 A salary transfer business management system, which is connected to a user device, at least one manager device, a database device, and a core management system. The salary transfer business management system includes: a processing module connected to the user device and the data library device, the user device receives a salary transfer business application file, and imports the salary transfer business application file into the database device; the salary transfer business application file includes branch information, customer information, preferential information, and benefit evaluation information , sign-off status information, and decision-making level information; an authority module, connected to the processing module, and confirming an identity authority information according to a login identity information of the user device; a level module, connected to the processing module, according to The preferential information and branch information in the salary transfer business application file update the decision level information in the salary transfer business application file; a process module, connecting the processing module, the level module and the authority module; the process module The group sets the approval status information in the salary transfer business application file according to the decision level information, so as to generate an approval status update notification, and send the approval status update notification to the manager device corresponding to the approval status information ; When the processing module receives an approval information from the manager device, the process module updates the approval status information according to the decision level information, so as to generate the approval status update notification and update the approval status The notification is sent to the manager device corresponding to the updated sign-off status information; when the processing module receives a confirmation message from the manager device, the process module transfers the sign-off status information of the salary transfer business application file update to an approved status, generate an approval notification, and send the approval notification to the user device.

如請求項1所述之薪轉業務管理系統，其中，當該處理模組由該管理者裝置接收到一審核退件資訊，該流程模組根據該決行階層資訊及一退件規則更新該簽核狀態資訊，據以產生該簽核狀態更新通知，並將該簽核狀態更新通知發送至對應更新後的該簽核狀態資訊的使用者裝置或管理者裝置。 The salary-transfer business management system as described in claim 1, wherein, when the processing module receives an audit rejection information from the manager device, the process module according to the decision-making level information and a The return rule updates the approval status information, so as to generate the approval status update notification, and send the approval status update notification to the user device or manager device corresponding to the updated approval status information.

如請求項1所述之薪轉業務管理系統，進一步包含：一電文模組，連接該處理模組及該核心管理系統；當該處理模組接收到該決行確認資訊，該處理模組進一步根據該薪轉業務申請檔案中的客戶資訊及優惠資訊，以及由該使用者裝置接收的一作業資訊產生一約定書檔案，並將該約定書檔案發送至一專案管理者裝置；當該處理模組由該專案管理者裝置接收一完成審核約定書檔案，該電文模組將該完成審核約定書檔案發送至該核心管理系統。 The salary transfer business management system as described in claim 1, further includes: a message module, connected to the processing module and the core management system; when the processing module receives the decision confirmation information, the processing module further according to The customer information and preferential information in the salary transfer business application file, and an operation information received by the user device generate a contract file, and send the contract file to a project manager device; when the processing module The project manager device receives an audit completion agreement file, and the electronic text module sends the audit completion agreement file to the core management system.

如請求項3所述之薪轉業務管理系統，進一步包含：一分類模組，連接該處理模組、該使用者裝置及該電文模組；當該處理模組由該使用者裝置發送的一資訊查詢要求，該分類模組根據該使用者裝置的登入身分資訊中的一所屬分行資訊及一單位層級資訊判斷該使用者裝置的一資料讀取權限，並進一步判斷該資訊查詢要求是否在該資料讀取權限內；若是，該電文模組向該核心管理系統發送該資訊查詢要求，並將由該核心管理系統接收返回的結果資訊發送至該使用者裝置。 The salary-transfer business management system as described in claim 3 further includes: a classification module connected to the processing module, the user device and the message module; when the processing module is sent by the user device Information query request, the classification module judges a data reading authority of the user device according to a branch information and a unit-level information in the login identity information of the user device, and further determines whether the information query request is in the within the data reading authority; if so, the message module sends the information query request to the core management system, and sends the result information received and returned by the core management system to the user device.

如請求項4所述之薪轉業務管理系統，進一步包含：一報表模組，連接該處理模組，當該處理模組由該使用者裝置接收到一報表產出指令，該報表模組將該結果資訊轉換為一指定報表格式，並將轉換後的薪轉業務資訊發送到該使用者裝置。 The salary transfer business management system as described in claim item 4 further includes: a report module connected to the processing module, when the processing module receives a report output instruction from the user device, the report module will The result information is converted into a designated report format, and the converted salary-to-payment business information is sent to the user device.

如請求項1所述之薪轉業務管理系統，其中，該階層模組儲存一優惠權限階層對應表，且該薪轉業務申請檔案中的決行階層資訊包含一權限階層資訊、至少一審核主管資訊及一決行主管資訊；該優惠權限階層對應表包含不同的複數加碼利率及不同的複數提轉次數對應之複數權限階層，以及各該權限階層對應之審核主管及決行主管；當該階層模組更新該薪轉業務申請檔案中的決行階層資訊時，該階層模組是根據該薪轉業務申請檔案中的優惠資訊查詢該優惠權限階層對應表中對應的權限階層，再根據該權限階層資訊及該分行資訊查詢該權限階層對應的審核主管及決行主管，並據以更新該薪轉業務申請檔案中的權限階層資訊、審核主管資訊及決行主管資訊。 The salary transfer business management system as described in claim item 1, wherein the class module stores a preferential authorization class correspondence table, and the decision class information in the salary transfer business application file includes an authorization class information, at least one review supervisor information and the executive information of a decision bank; the preferential authority level correspondence table includes multiple authority levels corresponding to different multiple overweight interest rates and different multiple withdrawal times, and each The review supervisor and decision supervisor corresponding to the authority level; when the level module updates the decision level information in the salary transfer business application file, the level module queries the privilege authority based on the preferential information in the salary transfer business application file The corresponding authority level in the level correspondence table, and then query the audit supervisor and decision supervisor corresponding to the authority level according to the authority level information and the branch information, and update the authority level information and audit supervisor information in the salary transfer business application file accordingly And executive information.

如請求項1所述之薪轉業務管理系統，其中，該薪轉業務申請檔案包含一業務新增資訊或一業務異動資訊的其中之一者。 The salary transfer business management system as described in Claim 1, wherein the salary transfer business application file includes one of new business information or business change information.

如請求項1所述之薪轉業務管理系統，進一步包含：一郵件模組，連接該處理模組及該流程模組，且儲存複數郵件地址；當該流程模組產生該簽核狀態更新通知或該核准通知，該郵件模組根據該簽核狀態更新通知或該核准通知中的一相關人員資訊產生對應的一電子郵件，並發送至對應該相關人員資訊的郵件地址。 The salary transfer business management system as described in claim 1, further comprising: an email module, connected to the processing module and the process module, and storing multiple email addresses; when the process module generates the approval status update notification or the approval notification, the email module generates a corresponding email according to the approval status update notification or a related personnel information in the approval notification, and sends it to the email address corresponding to the related personnel information.

如請求項1所述之薪轉業務管理系統，進一步包含：一人資模組，連接該處理模組及該資料庫裝置，並且每隔一第一更新週期時間由該資料庫裝置下載對應複數在職員工編號的複數員工身分資訊；一安控模組，連接該處理模組及該人資模組，當該處理模組接收到該登入身分資訊，該安控模組紀錄該登入身分資訊及該使用者裝置的一操作紀錄，以及紀錄該使用者裝置的一登入時間；當該使用者裝置的登入時間超過一登入上限值；該安控模組發送一強迫登出命令至該處理模組，使該處理模組將該使用者裝置登出該薪轉業務管理系統。 The salary transfer business management system as described in claim 1 further includes: a human resources module connected to the processing module and the database device, and the database device downloads the corresponding plurality of data in every first update cycle. Multiple employee identity information of the employee number; a security control module, which connects the processing module and the human resources module, and when the processing module receives the login identity information, the security control module records the login identity information and An operation record of the user device, and a log-in time of the user device; when the log-in time of the user device exceeds a login upper limit; the security control module sends a forced logout command to the processing module group, so that the processing module logs out the user device from the salary transfer business management system.

如請求項8所述之薪轉業務管理系統，進一步包含：一排程模組，連接該郵件模組及該資料庫裝置；其中，該排程模組監控並記錄該郵件模組所發送的電子郵件，並且每隔一第二更新週期時間由該資料庫裝置下載一所屬客戶資料更新檔。 The salary transfer business management system as described in claim item 8, further comprising: a scheduling module, connected to the mail module and the database device; wherein, the scheduling module monitors and records the information sent by the mail module E-mail, and every second update period is downloaded by the database device to update a file of customer data.