Training system based on bank business handling system

Abstract

The invention relates to a training system based on a bank business handling system, and the system comprises the following modules: a knowledge base module which is configured to provide various types of knowledge; the simulation counter module is configured to simulate a counter for training according to background data, and the background data comprises the content in the knowledge base module; the examination management module is configured to set an examination platform according to the training content provided by the knowledge base module; and the real-time auxiliary module is configured to introduce auxiliary functions in the training system, and the auxiliary functions comprise session type artificial intelligence, error reporting prompt maintenance, guide type tools, common question recommendation and one-key help seeking. By means of the online knowledge base, artificial intelligence and the like, the starting difficulty of a teller is greatly reduced.

Description

Technical Field

[0001] The present invention relates to the technical field of training systems, and in particular to a training system based on a banking business processing system. Background Art

[0002] In the existing technology, financial institutions mainly train talents through traditional rote learning, online teaching and physical simulation teaching. However, traditional rote learning and boring rote reading often have little effect. The online teaching presentation is flat, and the teaching demonstration effect of professional skills such as operation and language is poor. Simulation teaching is limited to the operation teaching of bank counter business, lacking the experience of the overall bank service and the practice of each process operation.

[0003] Therefore, it is necessary to provide a training system based on the banking business processing system, which greatly reduces the difficulty for tellers to get started through online knowledge bases and artificial intelligence. Summary of the invention

[0004] The purpose of the present invention is to provide a training system based on a banking business processing system, which greatly reduces the difficulty for tellers to get started through means such as an online knowledge base and artificial intelligence.

[0005] In order to solve the problems existing in the prior art, the present invention provides a training system based on a banking business processing system, comprising the following modules:

[0006] A knowledge base module configured to provide various types of knowledge;

[0007] A simulated counter module, configured to simulate a counter for training purposes based on background data, the background data including the content in the knowledge base module;

[0008] an examination management module configured to set up an examination platform based on the training content provided by the knowledge base module;

[0009] A real-time assistance module is configured to introduce assistance functions into the training system, wherein the assistance functions include conversational artificial intelligence, error prompt maintenance, guided tools, common problem recommendations, and one-click help.

[0010] Optionally, in the training system based on the banking business processing system,

[0011] The knowledge base module includes a system introduction unit, a transaction manual unit, a help management unit, a high-frequency operation query unit and an experience sharing unit.

[0012] Optionally, in the training system based on the banking business processing system, the simulated counter module includes a version switching unit, a version configuration unit, a simulated data unit and a baffle management unit.

[0013] Optionally, in the training system based on the banking business processing system, the examination management module includes a question bank management unit, a real-time scoring unit, a personnel entry unit and an answer sheet management unit.

[0014] Optionally, in the training system based on the banking business processing system, the knowledge base module is shared with multiple channels.

[0015] Optionally, in the training system based on the banking business processing system, the knowledge base module supports operation manual management, and supports the writing, review, generation, release, retrieval, maintenance and replacement of operation manuals.

[0016] Optionally, in the training system based on the banking business processing system, the operation manual is bound to the transaction manual unit, and the corresponding operation manual can be consulted during the transaction process.

[0017] Optionally, in the training system based on the banking business processing system, the test management module flexibly sets the test type, mode, template, total score and question bank, and also sets wrong question set management and test result statistical analysis report.

[0018] Optionally, in the training system based on the banking business processing system, the real-time auxiliary module is connected to the background data to meet the needs of humanized prompts, online help and voice questions and answers.

[0019] Optionally, in the training system based on the banking business processing system, the training system provides basic functions for training, and the basic functions for training include operation feedback, document update, intelligent model and maintenance record.

[0020] In the training system based on the banking business processing system provided by the present invention, the training system can realize modular expansion and establish a comprehensive service specialist training system, focusing on greatly reducing the difficulty of tellers to get started through online knowledge bases and artificial intelligence. At the same time, it provides instant fast retrieval capabilities and simulation system call capabilities to help tellers have a path to improve their business skills in real time.

[0021] Furthermore, the training system can realize rapid switching of simulated training environments in the same terminal device (such as counter operations (including cloud outlets) and mobile pads), and realize rapid learning and testing of business transaction functions through the simulated training environment, which is highly correlated with the transaction permissions and risk control mechanisms of the production environment. BRIEF DESCRIPTION OF THE DRAWINGS

[0022] Figure 1 A module diagram of a training system provided by an embodiment of the present invention;

[0023] Figure 2 This is a functional flow chart of the real-time auxiliary module provided by an embodiment of the present invention. DETAILED DESCRIPTION

[0024] The specific implementation of the present invention will be described in more detail below in conjunction with the schematic diagram. The advantages and features of the present invention will become clearer based on the following description. It should be noted that the drawings are all in a very simplified form and are not in exact proportions, and are only used to facilitate and clearly assist in explaining the purpose of the embodiments of the present invention.

[0025] Hereinafter, if the method described herein includes a series of steps, the order in which the steps are presented herein is not necessarily the only order in which the steps may be performed, and some of the steps described may be omitted and / or some other steps not described herein may be added to the method.

[0026] In the existing technology, financial institutions mainly train talents through traditional rote learning, online teaching and physical simulation teaching. However, traditional rote learning and boring rote reading often have little effect. The online teaching presentation is flat, and the teaching demonstration effect of professional skills such as operation and language is poor. Simulation teaching is limited to the operation teaching of bank counter business, lacking the experience of the overall bank service and the practice of each process operation.

[0027] In order to solve the problems existing in the prior art, the present invention provides a training system based on a banking business processing system, such as Figure 1 As shown, it includes the following modules:

[0028] The knowledge base module is configured to provide various types of knowledge; the knowledge base module includes a system introduction unit, a transaction manual unit, a help management unit, a high-frequency operation query unit and an experience sharing unit.

[0029] The knowledge base module supports the management of operation manuals, including the writing, review, generation, release, access, maintenance and replacement of operation manuals, and realizes the full-cycle and online management of operation manuals. The contents of the operation manuals may include policies and regulations, product design, operation procedures, etc. corresponding to the transaction, and the operation manuals can be quickly retrieved through precise search, fuzzy search or voice, etc. Preferably, the operation manual is bound to the transaction manual unit, so that the corresponding operation manual can be quickly accessed during the transaction process. The operation manual supports multiple formats such as PDF, WORD, WPS, EXCEL, and video.

[0030] Preferably, the knowledge base module establishes a complete knowledge reserve system based on basic business, scenario-based processing and processes, which can be shared with multiple channels, and the knowledge in the knowledge base module can also be provided externally.

[0031] The simulated counter module is configured to simulate a counter for training purposes based on background data, the background data including the contents of the knowledge base module; the simulated counter module supports real-time calls by trainees.

[0032] Specifically, the simulated counter module includes a version switching unit, a version configuration unit, a simulation data unit and a baffle management unit, wherein the version switching unit realizes rapid switching of the simulated training environment.

[0033] The examination management module is configured to set up an examination platform according to the training content provided by the knowledge base module; specifically, the examination management module includes a question bank management unit, a real-time scoring unit, a personnel entry unit and an answer sheet management unit.

[0034] Preferably, a complete examination management system is used, and the examination management results can be managed in conjunction with the students' homework status, such as the question bank management unit and the answer sheet management unit, so that the examination management module can flexibly set the examination type, mode, template, total score and question bank, and also set up wrong question set management and examination result statistical analysis reports. Support process-based training and assessment mode, support the integrated training and examination process for tellers from zero foundation to proficient job, so as to effectively improve the training efficiency of tellers and greatly reduce training costs. The content of practical training examination must include all transaction scopes within the scope of the project.

[0035] The real-time assistance module is configured to introduce assistance functions into the training system, including conversational artificial intelligence, error prompt maintenance, guided tools, common problem recommendations, and one-click help. The system can provide knowledge with "transaction field" as the minimum dimension, provide transaction risk indicators and help, as well as business Q&A and other functions.

[0036] like Figure 2 As shown, in the training system based on the banking business processing system, the real-time auxiliary module is connected to the background data to meet the needs of humanized prompts, online help and voice questions and answers.

[0037] Specifically, the real-time assistance module obtains "conversational artificial intelligence, knowledge base, and operation and maintenance control center" through the data of the background system. The real-time assistance module provides "intelligent Q&A, error prompt maintenance, guidance tools, common problem recommendations, and one-click help, etc." services based on the "transaction guidance prompts, Q&A help, online help, etc." of the smart counter.

[0038] Preferably, the training system provides basic functions for training, which include operational feedback, document update, intelligent model and maintenance record.

[0039] In summary, in the training system based on the banking business processing system provided by the present invention, the training system can realize module scalability, establish a comprehensive service specialist training system, and focus on greatly reducing the difficulty of tellers to get started through online knowledge bases and artificial intelligence. At the same time, it provides instant and fast retrieval capabilities and simulation system call capabilities to help tellers have a path to improve their business skills in real time.

[0040] Furthermore, the training system can realize rapid switching of simulated training environments in the same terminal device (such as counter operations (including cloud outlets) and mobile pads), and realize rapid learning and testing of business transaction functions through the simulated training environment, which is highly correlated with the transaction permissions and risk control mechanisms of the production environment.

[0041] The above is only a preferred embodiment of the present invention and does not limit the present invention in any way. Any technician in the relevant technical field, without departing from the scope of the technical solution of the present invention, makes any form of equivalent replacement or modification to the technical solution and technical content disclosed in the present invention, which does not depart from the content of the technical solution of the present invention and still falls within the protection scope of the present invention.

Claims

1. A training system based on a banking business processing system, characterized in that: Includes the following modules: A knowledge base module configured to provide various types of knowledge; A simulated counter module, configured to simulate a counter for training purposes based on background data, the background data including the content in the knowledge base module; an examination management module configured to set up an examination platform based on the training content provided by the knowledge base module; A real-time assistance module is configured to introduce assistance functions into the training system, wherein the assistance functions include conversational artificial intelligence, error prompt maintenance, guided tools, common problem recommendations, and one-click help.

2. The training system based on the banking business processing system as claimed in claim 1, characterized in that: The knowledge base module includes a system introduction unit, a transaction manual unit, a help management unit, a high-frequency operation query unit and an experience sharing unit.

3. The training system based on the banking business processing system as claimed in claim 1, characterized in that: The simulated cabinet module includes a version switching unit, a version configuration unit, a simulated data unit and a baffle management unit.

4. The training system based on the banking business processing system as claimed in claim 1, characterized in that: The examination management module includes a question bank management unit, a real-time scoring unit, a personnel entry unit and an answer sheet management unit.

5. The training system based on the banking business processing system as claimed in claim 1, characterized in that: Knowledge base module with multi-channel sharing.

6. The training system based on the banking business processing system as claimed in claim 2, characterized in that: The knowledge base module supports operation manual management, including the writing, review, generation, publishing, retrieval, maintenance and replacement of operation manuals.

7. The training system based on the banking business processing system as claimed in claim 6, characterized in that: The operation manual is bound to the transaction manual unit, and the corresponding operation manual can be consulted during the transaction process.

8. The training system based on the banking business processing system as claimed in claim 1, characterized in that: The examination management module can flexibly set the examination type, mode, template, total score and question bank, as well as wrong question set management and examination result statistical analysis report.

9. The training system based on the banking business processing system as claimed in claim 1, characterized in that: The real-time assistance module connects to the background data to provide humanized prompts, online help and voice Q&A.

10. The training system based on the banking business processing system as claimed in claim 1, characterized in that: The training system provides basic functions for training, including operation feedback, document update, intelligent model and maintenance record.

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