Looking for breakthrough ideas for innovation challenges? Try Patsnap Eureka!

Leveling off method and device between CRM (customer relationship management) system and bank system

A CRM system and banking system technology, applied in the field of cross-system transactions, can solve the problems of inability to guarantee the consistency and integrity of cross-system online transactions, untimely reconciliation, low work efficiency, etc., to achieve rapid online transaction management methods, guarantee Consistency and integrity, improved productivity

Inactive Publication Date: 2011-11-16
HUAWEI TECH CO LTD
View PDF2 Cites 2 Cited by
  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0006] In the existing cross-system transactions, since the CRM system and the banking system are not related and operate independently, manual reconciliation can only be performed after the banking system issues a bill. The management methods are outdated, the operation is cumbersome, and the work efficiency is low; Each client needs to configure dedicated lines and dedicated equipment, such as bank handheld point of sales (POS) machines, resulting in high system costs
The existing technology adopts the scheme of manual timing reconciliation, resulting in untimely reconciliation and unable to guarantee the consistency and integrity of cross-system online transactions

Method used

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
View more

Image

Smart Image Click on the blue labels to locate them in the text.
Viewing Examples
Smart Image
  • Leveling off method and device between CRM (customer relationship management) system and bank system
  • Leveling off method and device between CRM (customer relationship management) system and bank system
  • Leveling off method and device between CRM (customer relationship management) system and bank system

Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0026] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without creative efforts fall within the protection scope of the present invention.

[0027] An embodiment of the present invention provides a method for balancing accounts between the CRM system and the banking system, see figure 1 , the method includes:

[0028] Step 11: The CRM system reads the recorded transaction flow management information of cross-system transactions between the CRM system and the banking system;

[0029] Step 12: The CRM system balances the cross-system transactions according to the transaction flow management information. ...

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More

PUM

No PUM Login to View More

Abstract

The invention discloses a leveling off method and device between a CRM (customer relationship management) system and a bank system, and relates to the field of cross-system transaction technology and provides a fast online transaction management method which remarkably reduces the system cost, improves the working efficiency and guarantees the consistency and integrity of the cross-system online transaction. The leveling off method between CRM system and bank system provided by the embodiment of the invention comprises the following steps: the CRM system reads the recorded transaction flow management information of the cross-system transaction between the CRM system and bank system; and the CRM system performs the leveling-off treatment on the cross-system transaction according to the transaction flow management information.

Description

technical field [0001] The invention relates to the technical field of cross-system transactions, in particular to a method and device for balancing accounts between a customer relationship management CRM system and a bank system. Background technique [0002] In a large-scale transaction system, proprietary application software such as middleware can be used to manage the parts with the same architecture, and the transaction characteristics of the middleware can be used to ensure the atomicity of the transaction, that is, the indivisibility, so as to ensure the integrity of the transaction data. integrity. [0003] For the interaction between different parts of the architecture or different systems, it is often realized through the reconciliation mechanism. Especially for cross-system and cross-vendor online transaction systems, due to the huge differences in the system architecture, security strategy, management mode, etc. of the vendors, they can only use the agreement w...

Claims

the structure of the environmentally friendly knitted fabric provided by the present invention; figure 2 Flow chart of the yarn wrapping machine for environmentally friendly knitted fabrics and storage devices; image 3 Is the parameter map of the yarn covering machine
Login to View More

Application Information

Patent Timeline
no application Login to View More
Patent Type & Authority Applications(China)
IPC IPC(8): G06Q40/00
Inventor 房厚波姜琰祥
Owner HUAWEI TECH CO LTD
Who we serve
  • R&D Engineer
  • R&D Manager
  • IP Professional
Why Patsnap Eureka
  • Industry Leading Data Capabilities
  • Powerful AI technology
  • Patent DNA Extraction
Social media
Patsnap Eureka Blog
Learn More
PatSnap group products

Browse by: Latest US Patents, China's latest patents, Technical Efficacy Thesaurus, Application Domain, Technology Topic, Popular Technical Reports.

© 2024 PatSnap. All rights reserved.Legal|Privacy policy|Modern Slavery Act Transparency Statement|Sitemap|About US| Contact US: help@patsnap.com