Financial linkage service guiding system

Through the financial linkage business guidance system, the central control module is used to coordinate various modules to achieve intelligent guidance throughout the process, solving the problem of inaccurate search and information transmission in financial business processing, and improving efficiency and customer experience.

CN120412152APending Publication Date: 2025-08-01IND & COMMERCIAL BANK OF CHINA CO LTD XINYANG BRANCH
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Patent Information

Application Number
CN202510761002.0
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-06-09
Publication Date
2025-08-01

AI Technical Summary

Technical Problem

In the financial business management scenario, customers need to find the business processing area themselves and the information transmission is inaccurate and timely, resulting in inefficient efficiency and poor customer experience.

Method used

The financial linkage business guidance system is adopted, including registration modules, judgment modules, pre-filled guidance modules, path guidance modules, status monitoring modules and light guidance modules. The central control module coordinates the work of each module to achieve intelligent guidance throughout the process.

Benefits of technology

It realizes intelligent guidance of the entire process of financial business processing, reduces customer confusion and waiting time, and improves business processing efficiency.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention provides a financial linkage business guidance system, and relates to the technical field of financial equipment, in the device, a registration module identifies and receives customer information and transmits the customer information to a central control module, a judgment module judges customer demands and feeds back the customer demands, and a guidance module is pre-filled in to guide customers to take a table corresponding to their business; the path guiding module guides a client to a vacant site of a data filling area, the state monitoring module identifies the client state in real time, and light guides the client to a rest area or a handling window. The modules in the device exchange information, the central control module carries out overall processing and issues an instruction, and intelligent guiding of the whole process of business handling is achieved.
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Description

Technical Field

[0001] The present invention relates to the technical field of financial equipment, and particularly relates to a financial linkage business guidance system. Background Art

[0002] In the scenario of handling financial business, when customers handle business, they often need to find the business handling area by themselves, and obtain business process and required information through manual consultation or by looking at signs. This way not only consumes a lot of time and energy of customers, but also is prone to inaccurate and untimely information transmission. For example, customers may make multiple round trips between the form filling area and the consultation desk because they do not know the type of form to be filled; they cannot find the corresponding business handling window accurately and in time after taking the number, resulting in low business handling efficiency and poor customer experience. Summary of the Invention

[0003] The purpose of the present invention is to provide a financial linkage business guidance system to solve the technical problem of low efficiency in the prior art.

[0004] To solve the above problems, a financial linkage business guidance system involved in the present invention adopts the following technical solutions: A financial linkage business guidance system provided by the present invention includes a central control module, and further includes: A registration module, which is used to identify customer information, receive customer business handling information, and send the customer information and business handling information to the central control module; A judgment module, which is used to judge whether the customer has a business consultation and help request, and send the consultation request information to the central control module; A pre-filling guidance module, which includes a lighting system arranged at the form self-service area. The lighting system is communicatively connected with the central control module. The lighting system controls the lights above the forms of corresponding business types at the form self-service area to turn on according to the instructions of the central control module, so as to prompt the customer to pick up the form corresponding to the business type they handle; A path guidance module, which includes a ground projection device communicatively connected with the central control module. The ground projection device lights up the corresponding guiding line light on the indoor ground according to the instructions of the central control module, and guides the customer to an unmanned seat in the form filling area; A status monitoring module, which includes an overhead monitoring device located in the form filling area. The overhead monitoring device is communicatively connected with the central control module, and is used to identify the current status of the customer in real time and send the current status information of the customer to the central control module; The light guiding module includes a light control device communicatively connected to the central control module. According to the instructions of the central control module, after the customer completes the form filling, the light control device guides the customer to the nearest rest area waiting through the light, or after the window calls the number, guides the customer to the corresponding business handling window through the light; The central control module is used to receive and process the information sent by each module, and send control instructions to each module according to the processing results.

[0005] Preferably, the business consultation interaction module is set as a touch screen all-in-one machine, and the touch screen all-in-one machine is built with a communication module for sending the customer's business consultation information to the central control module.

[0006] Preferably, the lighting system includes a lighting controller and LED lights respectively corresponding to the storage grids of any business type forms at the form self-service area. The lighting controller is electrically connected to any LED light and the central control module respectively.

[0007] Preferably, the ground projection device is a short-focus projector, the short-focus projector is connected to the central control module through a wireless network, and the overhead monitoring device is a high-definition camera with an image recognition algorithm built in.

[0008] Preferably, the light guiding module is set as a color-changing LED light strip paved on the ground connecting the form filling area to any rest area and any rest area to any window.

[0009] The beneficial effects of the present invention are as follows: A financial linkage business guidance system provided by the present invention, the registration module identifies and accepts customer information and transmits it to the central control module, the judgment module judges the customer's needs and gives feedback, the pre-filling guidance module guides the customer to pick up the form corresponding to their business, the path guidance module guides the customer to the vacant position in the form filling area, the status monitoring module real-time identifies the customer's status, and the light guides the customer to the rest area or the handling window. The information of each module in this device is interacted, and is overall processed and instructions are issued by the central control module, realizing the intelligent guidance of the whole process of business handling. Description of the Drawings

[0010] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings required to be used in the embodiments will be briefly introduced below: Figure 1 It is a flowchart of a financial linkage business guidance system. Detailed Embodiments

[0011] In order to make the technical purpose, technical solutions and beneficial effects of the present invention clearer, the technical solutions of the present invention will be further described below with reference to the drawings and specific embodiments.

[0012] The present invention provides a financial linkage business guidance system, which at least includes: Registration module: It communicates with the central control module and uses a combination of an ID card reader and a registration machine to identify customer information, receive customer business processing information, and send customer information and business processing information to the central control module. Through this module, the system can quickly obtain the customer's basic information and business processing needs, providing a data basis for subsequent precise guidance. Judgment module: Communicates with the central control module, uses the voice recognition equipment or behavior monitoring camera installed in the business processing place or the help button set on the registration machine to judge the customer's consulting needs, and sends the consulting demand information to the central control module. This module can promptly perceive the customer's consulting needs during the business processing process so that the system can make corresponding guidance and response. Pre-filling guidance module: includes a lighting system installed at the form pick-up location, the lighting system includes a lighting controller that is communicatively connected to the central control module, and LED lights that correspond one-to-one to the storage compartments for any business type of forms at the form pick-up location (an independent LED light is installed above the storage compartments for each business type of form). The lighting controller is electrically connected to any LED light and the central control module respectively. The lighting system is used to accurately prompt and guide customers on the business type forms corresponding to the business they need to handle. Specifically, the lighting system controls the lights above the corresponding business type forms at the form pick-up location to light up according to the instructions of the central control module, so as to prompt customers to pick up the forms corresponding to the business type they need to handle. Path guidance module: includes a ground projection device that communicates with the central control module and is installed on the ceiling between the information filling area and the form collection area. The ground projection device lights up the corresponding guide line light on the indoor floor according to the instructions of the central control module, guiding customers to the unoccupied seats in the information filling area. Status monitoring module: includes an overhead monitoring device located above the data filling area. The overhead monitoring device is in communication with the central control module and is used to identify the customer's status of filling out forms, standing, and getting up in real time, and sends the customer's form filling status information to the central control module. Through real-time monitoring of the customer's status, the system can timely grasp the customer's data filling progress information. Light guidance module: includes a light control device that is connected to the central control module. The light control device, according to the instructions of the central control module, guides the customer to the nearest rest area to wait for the current business processing window through light after the customer completes filling in the information, or guides the customer to the corresponding business processing window through light after the window calls the number. Central control module: It is used to receive and process the information sent by each module, and send control instructions to each module according to the processing results. As the core of the system, the central control module coordinates the work between each module to ensure the fluency and accuracy of the entire business guidance process. Furthermore, the registration module and the judgment module are set as touch screen all-in-ones. The touch screen all-in-one is built with a communication module for sending the customer's business consultation information to the central control module. Furthermore, the ground projection device is a short-focus projector, and the short-focus projector is connected to the central control module through a wireless network. The overhead monitoring device is a high-definition camera, and the high-definition camera is built with an image recognition algorithm. Furthermore, the light guiding module is set as a color-changing LED light strip paved on the ground, connecting the data filling area to any rest area and any rest area to any window. The color-changing LED light strip can clearly provide guidance instructions for customers through different colors and flashing modes.

[0013] The method of this system is as follows: The registration module identifies the customer information, receives the customer's business handling information, and sends the customer information and business handling information to the central control module; the judgment module judges whether the customer has a business consultation and help request, and sends the consultation request information to the central control module; the central control module controls the lighting system of the pre-filling guidance module according to the received business handling information, so that the lights above the corresponding business type forms at the form self-service area are turned on; the central control module controls the ground projection device of the path guidance module to turn on the corresponding guiding line light on the indoor ground to guide the customer to the unmanned seat in the data filling area; the overhead monitoring device of the status monitoring module continuously identifies the customer's current status and sends the customer's current status information to the central control module; when the customer completes the data filling, the central control module controls the light control device of the light guiding module according to the customer's current status information, and guides the customer to the nearest rest area to wait for the current business handling window through the light; when the window calls the number, the central control module controls the light control device of the light guiding module according to the called number information, and guides the customer to the corresponding business handling window through the light.

[0014] The financial linkage business guidance system realizes the intelligent guidance of the entire process of financial business handling. From the registration when the customer enters the handling place to obtaining the form, filling in the data, going to the rest area to wait, and finally handling the business, each link has a corresponding module for precise guidance, greatly reducing the confusion and waiting time of customers during the business handling process and improving the business handling efficiency of customers.

[0015] Finally, it should be noted that the above embodiments are only used to illustrate rather than limit the technical solutions of the present invention. Any equivalent replacement of the present invention and any modification or partial replacement that does not depart from the spirit and scope of the present invention shall be covered by the scope of protection of the claims of the present invention.

Claims

1. A financial linkage service guidance system, characterized in that, It includes a central control module and also includes: A registration module, which is used to identify customer information, receive customer business handling information, and send the customer information and business handling information to the central control module; A judgment module, which is used to judge whether the customer has a need for business consultation and help, and send the consultation requirement information to the central control module; A pre-filling guidance module, which includes a lighting system arranged at the form self-service area. The lighting system is communicatively connected to the central control module. The lighting system controls the lights above the forms of corresponding business types at the form self-service area to turn on according to the instructions of the central control module, so as to prompt the customer to pick up the form corresponding to the business type they handle; A path guidance module, which includes a floor projection device communicatively connected to the central control module. The floor projection device lights up corresponding guiding line lights on the indoor floor according to the instructions of the central control module, and guides the customer to an unmanned seat in the data filling area; A status monitoring module, which includes an overhead monitoring device located in the data filling area. The overhead monitoring device is communicatively connected to the central control module, and is used to identify the current status of the customer in real time and send the current status information of the customer to the central control module; A light guidance module, which includes a light control device communicatively connected to the central control module. After the customer completes filling in the data, the light control device guides the customer to the nearest rest area to wait through light according to the instructions of the central control module. Or after the window calls the number, the light control device guides the customer to the corresponding business handling window through light; The central control module is used to receive and process the information sent by each module, and send control instructions to each module according to the processing results.

2. The financial linkage service guidance system according to claim 1, wherein The business consultation interaction module is set as a touch screen all-in-one machine. The touch screen all-in-one machine is built with a communication module, which is used to send the business consultation information of the customer to the central control module.

3. A financial linkage service guidance system according to claim 1, characterized in that, The lighting system includes a lighting controller and LED lights corresponding one by one above the storage grids of any business type forms at the form self-service area. The lighting controller is electrically connected to any LED light and the central control module respectively.

4. A financial linkage service guidance system according to claim 1, characterized in that The floor projection device is a short-focus projector. The short-focus projector is connected to the central control module through a wireless network. The overhead monitoring device is a high-definition camera, and the high-definition camera is built with an image recognition algorithm.

5. A financial linkage service guidance system according to claim 1, characterized in that, The light guidance module is set as a color-changing LED light strip paved on the ground, connecting the data filling area to any rest area and any rest area to any window.

Citation Information

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