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Commercial bank public account comprehensive management system and method

A management system and comprehensive management technology, applied in the field of comprehensive management system for corporate accounts of commercial banks, can solve problems such as difficult data comparison, cumbersome information entry, and huge annual inspection workload, so as to save account opening procedures, reduce annual inspection workload, The effect of reducing the workload of account opening

Active Publication Date: 2020-10-13
成都三泰铭品金融信息服务有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0008] The purpose of the present invention is to overcome the deficiencies of the prior art and provide a commercial bank’s comprehensive management system and method for corporate accounts, which solves the need to fill in paper application materials for traditional face-to-face account opening, cumbersome information entry, huge annual inspection workload, and data comparison difficult question

Method used

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  • Commercial bank public account comprehensive management system and method
  • Commercial bank public account comprehensive management system and method

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0059] A commercial bank's comprehensive management system for public accounts, please refer to the attached figure 2 As shown, client 40, bank terminal 50, bank intelligent account opening terminal 60 and bank management server 70, client 40 is integrated with reservation applet, reservation applet and account opening reservation platform 23 data interconnection; bank terminal 50 is integrated with bank The enterprise account opening platform 22; the bank intelligent account opening terminal 60 is integrated with the account opening system platform 20; the bank management server 70 is integrated with the bank management system 10; the client 40 is connected to the bank terminal 40 and the bank intelligent account opening terminal 60 respectively through the network, and the bank The terminal 50 is connected with the bank intelligent account opening terminal 60 through the network, and the bank intelligent account opening terminal 60 is connected with the bank management serve...

Embodiment 2

[0081] This embodiment is based on Embodiment 1, and it discloses a method for comprehensive management of public accounts, which specifically includes the following steps:

[0082] S1. Obtaining appointment account opening information: Obtain the appointment account opening information uploaded by the appointment account opening company, and assign an appointment number according to the appointment account opening information; the appointment account opening information includes business license information, legal person ID card information, financial person in charge ID card information, and appointment account opening information outlets, account opening time slots and contact information;

[0083] S2. Account opening preprocessing: According to the reservation number, the reserved account opening information of the reserved account opening enterprise is retrieved, and the reserved account opening information is subjected to physical examination and pre-examination. If the i...

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Abstract

The invention discloses a commercial bank public account comprehensive management system, which comprises a client, a bank terminal, a bank intelligent account opening terminal and a bank management server, and is characterized in that a reservation applet is integrated in the client, and the reservation applet is in data interconnection with an account opening reservation platform; a bank-enterprise account extension platform is integrated in the bank terminal; an account opening system platform is integrated in the bank intelligent account opening terminal; and a bank management system is integrated in the bank management server. The commercial bank public account comprehensive management method comprises the steps of account opening reservation, account opening preprocessing, quick account opening, information reporting and account annual inspection. According to the invention, online account opening reservation can be carried out through the client; and the account opening information is fed back to the account opening reservation platform through the electronic edition, and the account opening reservation platform preprocesses the account opening information and then opens anaccount, and the problems that paper application materials need to be filled in for traditional face-to-face account opening, and information input is tedious, and the annual inspection workload is huge, and data comparison is difficult are solved.

Description

technical field [0001] The invention relates to the technical field of bank account opening and account management, in particular to a commercial bank comprehensive management system and method for corporate accounts. Background technique [0002] At present, bank tellers are currently facing a lot of tedious and complicated work to open an account, but it is an essential link. It will take a lot of time for enterprises to open an account in a bank. According to statistics, it takes about 20-30 minutes for a general enterprise to open an account in a bank to fill out the form. , when the customer fills in the documents, it takes about 10-20 minutes for the tellers in the bank to check the enterprise information, and the longest link is stuck in the link of system information entry. It takes about 10 minutes to keep customers waiting. After the information entry is completed, it takes about 10-20 minutes to open the business. Finally, it takes 10 minutes to print the form and...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/02G06Q40/02
CPCG06Q10/02G06Q40/02Y02P90/30
Inventor 何勇
Owner 成都三泰铭品金融信息服务有限公司
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