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Bank service form pre-filling method and system

A technology for banking business and pre-filling forms, which is applied in the fields of instruments, finance, and data processing applications, and can solve problems such as time waste, reduced bank work efficiency and service quality, and inability to fill in data

Inactive Publication Date: 2015-09-30
WEIRONG TECH CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0006] However, for the current self-service form-filling machines, on the one hand, the customer must be at the bank branch to use the self-service form-filling system, which makes the customer have to arrange a long time for this event, which brings a lot of inconvenience to the customer; and the customer may Will be unable to fill in the form due to forgetting to bring the information, resulting in a waste of time
On the other hand, the customer must fill in all the required items in the form, and the bank teller must enter the necessary items into the banking system when handling business, which brings inconvenience to both the customer and the bank teller, and reduces the bank's work efficiency and service quality

Method used

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Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0086] The present invention will be described in detail below in combination with specific embodiments.

[0087] The banking business pre-filling form method of the present embodiment is implemented based on the following hardware system, the hardware system:

[0088] Including user terminals, background servers, clearing outside the counter (that is, clearing outside the bank counter), teller machines, queuing machines and form filling machines. Among them, teller machines belong to the bank's internal system and cannot directly interact with user terminals, backend server queuing machines and form filling machines. , indirect information interaction can only be realized through message forwarding through the clearing outside the cabinet.

[0089] A method for pre-filling a banking service in this embodiment includes:

[0090] (1) Send the reservation request of the registered user to the background server through the user terminal;

[0091] In this embodiment, the reserva...

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PUM

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Abstract

The invention discloses a bank service form pre-filling method and system. Firstly, a reservation request is transmitted; secondly, a client form corresponding to the reservation request is filled in a matched manner according to pre-stored user information and fulfilled to obtain a final form filling result. On one hand, a user is allowed to freely fill the form through mobile phone application software in any places with networks and indirectly reminded of information needed in the form filling process. On the other hand, historical form filling data of each client can be recorded as corresponding user information, parts of form items of the client form are automatically filled by automatic filling when the client needs to fill the form, and time of the client is saved. When handling a service, a bank teller can take the form, the trouble of inputting information to the system is omitted, and bank working efficiency is greatly improved.

Description

technical field [0001] The invention relates to the technical field of bank self-service bill filling systems, in particular to a method and system for pre-filling bills in banking business. Background technique [0002] With the rapid development of economy and society, more and more people need to go to the bank to handle business. Bank outlets receive dozens or hundreds of customers every day. In particular, customers need to fill in documents when opening an account, applying for a card, applying for online banking, remittance, etc., which not only takes a lot of time for themselves, but also requires a lot of time and energy for bank tellers to review. [0003] In addition, after the customer arrives at the outlet, he can only receive the corresponding blank form and fill it out manually according to the corresponding business. When filling in manually, there may be writing errors, incorrect or missing information, etc. And when a customer uses a manually filled form...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/02
Inventor 魏伟谢爱文吴建林高瑞胜应俊陈祥献
Owner WEIRONG TECH CO LTD
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