Combined consultation review system and method

By designing a consultation and joint review system, the problem of low efficiency in consultation and joint review processing has been solved, and more efficient resource allocation and financial service capabilities have been achieved.

CN119671477APending Publication Date: 2025-03-21天元大数据信用管理有限公司
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Patent Information

Application Number
CN202411702006.3
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-11-26
Publication Date
2025-03-21

AI Technical Summary

Technical Problem

The processing efficiency of consultation and joint review in the existing technology is low, resulting in low efficiency in allocation of financial resources.

Method used

A consultation and joint review system was designed, including an organizational application management module, consultation and approval management module, feedback information management module and industrial and commercial registration management module, which supported online application, approval, feedback and industrial and commercial registration management, improving the transparency and efficiency of the approval process.

Benefits of technology

By improving the efficiency of consultation and joint review, the accuracy and efficiency of resource allocation have been improved and the financial service capabilities of government departments for enterprises have been improved.

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Abstract

The invention discloses a consultation joint review system and method, belongs to the technical field of government affair service systems, and aims to solve the technical problem of how to improve the handling efficiency of consultation joint review. Comprising an institution declaration management module which is used for supporting a declaration institution to submit a declaration application online and supporting a user to edit and manage submitted declaration information; the consultation management module is used for supporting auditor of each supervision department to approve the declaration information submitted by the user according to a predetermined process; the feedback information management module is used for recording the approval process of the declaration information through the constructed approval result information table, feeding back the feedback process of the declaration information to the declaration mechanism and supporting the approval process of the declaration mechanism for querying the declaration information; and the industry and commerce registration management module is used for supporting a declaration mechanism to submit an industry and commerce registration application on line, supporting a user to edit and manage submitted industry and commerce registration information, and supporting the user to inquire an industry and commerce registration state on line.
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Description

Technical Field

[0001] The present invention relates to the technical field of government service systems, and in particular to a consultation and joint review system and method. Background Art

[0002] When government departments organize financial services for enterprises under their jurisdiction, they need to effectively allocate financial resources to improve organizational efficiency and financial resource utilization. The current working model is generally based on red-headed documents to encourage financial institutions to conduct a large-scale survey of enterprise needs, and the work organization method is relatively inefficient.

[0003] When private equity fund institutions carry out business registration, relocation and other businesses, they need to consult and jointly review with the industrial and commercial, financial and other management departments, and continue with the subsequent process after completing the pre-approval.

[0004] How to improve the efficiency of consultation and joint review is a technical problem that needs to be solved. Summary of the invention

[0005] The technical task of the present invention is to provide a consultation and joint review system and method to address the above shortcomings, so as to solve the technical problem of how to improve the efficiency of consultation and joint review.

[0006] In a first aspect, the present invention provides a consultation and joint review system, including an institution application management module, a consultation and approval management module, a feedback information management module, and an industrial and commercial registration management module;

[0007] The institution declaration management module interacts with the declaration institution as the user through the institution declaration management interface, and is used to support the declaration institution to submit declaration applications online, and supports the user to edit and manage the submitted declaration information;

[0008] The consultation management module interacts with the regulatory authorities as users through the consultation management interface, and is used to support the reviewers of the regulatory authorities to review and approve the declaration information submitted by the users according to the predetermined process and generate the review and approval results;

[0009] The feedback information management module interacts with the reporting institution as a user through the feedback information management interface, and is used to record the approval process of the reporting information through the constructed approval result information table, and is used to feedback the feedback process of the reporting information to the reporting institution and support the reporting institution to query the approval process of the reporting information;

[0010] The industrial and commercial registration management module interacts with the reporting agency as a user and with the industrial and commercial registration system through the industrial and commercial registration management interface, and is used to support the reporting agency to submit industrial and commercial registration applications online, support users to edit and manage the submitted industrial and commercial registration information, and support users to query the industrial and commercial registration status online.

[0011] Preferably, the institution declaration management module supports users to edit and manage the submitted declaration information, including modifying, withdrawing and deleting the declaration information, and supports the declaration institution to resubmit the withdrawn declaration information;

[0012] The institution declaration management module provides an attachment import function, which supports the declaration institution to submit additional materials by importing attachments.

[0013] Preferably, the consultation management module is used to support regulatory departments at different levels to review and approve the declared information according to a predetermined process. The approval result is pass or fail. Corresponding to the current regulatory department, if the approval result is pass, the next regulatory component will review and approve the declared information. If the approval result is fail, the failed approval result will be returned to the declaring agency to facilitate the declaring agency to modify the declared information.

[0014] Preferably, the feedback information management module is used to feed back the approval result information table to the reporting agency in the form of an in-site message or text message, and the feedback information management module supports the approval agency to query the approval status but does not support the approval agency to query the reviewer.

[0015] Preferably, the industrial and commercial registration management module supports reporting agencies to add, modify, delete and import submitted industrial and commercial registration information through navigation based on the industrial and commercial registration management interface, and supports reporting agencies to query the industrial and commercial registration information and status of corporate companies online.

[0016] In a second aspect, the present invention provides a consultation and joint review method, which is used to provide consultation and joint review through a consultation and joint review system as described in any one of the first aspects, and the method comprises the following steps:

[0017] Institutional declaration management: The declaration institution submits the declaration application online through the institutional declaration management module and edits and manages the submitted declaration information;

[0018] Consultation management: Reviewers from various regulatory departments review and approve the declaration information submitted by users according to the predetermined process through the consultation management module and generate approval results;

[0019] Feedback information management: record the approval process of the declared information through the approval result information table constructed in the feedback information management module, feedback the feedback process of the declared information to the declaration agency through the feedback information management module, and support the declaration agency to query the approval process of the declared information;

[0020] Industrial and commercial registration management: The reporting agency submits the industrial and commercial registration application online through the industrial and commercial registration management module, edits and manages the submitted industrial and commercial registration information, and queries the industrial and commercial registration status online.

[0021] As a preference, users can edit and manage submitted declaration information through the institution declaration management module, including modifying, withdrawing and deleting declaration information, and supporting the declaration institution to resubmit withdrawn declaration information;

[0022] The institution declaration management module provides an attachment import function. Based on this function, the declaration institution submits additional materials by importing attachments.

[0023] As a preferred option, during consultation management, regulatory departments at different levels review and approve the declared information according to a predetermined process. The approval result is pass or fail. For the current regulatory department, if the approval result is pass, the next regulatory component will review and approve the declared information. If the approval result is fail, the fail approval result will be returned to the declaring agency to facilitate the declaring agency to modify the declared information.

[0024] As a preference, when managing feedback information, the approval result information table is fed back to the reporting agency through the feedback information management module in the form of an in-site message or text message. The approval agency can query the approval status through the feedback information management module, but has no right to query the reviewer.

[0025] As a preference, during the industrial and commercial registration management, the reporting agency adds, modifies, deletes and imports the submitted industrial and commercial registration information through the navigation provided by the industrial and commercial registration management module, and queries the industrial and commercial registration information and status of the company online through the industrial and commercial registration management module.

[0026] The consultation and joint review system and method of the present invention have the following advantages: the accuracy of the consultation and joint review service is improved, thereby improving the efficiency of resource allocation. BRIEF DESCRIPTION OF THE DRAWINGS

[0027] In order to more clearly illustrate the technical solutions in the embodiments of the present invention, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying creative work.

[0028] The present invention is further described below in conjunction with the accompanying drawings.

[0029] Figure 1 This is a flowchart of a consultation and joint review method in Example 2. DETAILED DESCRIPTION

[0030] The present invention is further described below in conjunction with the accompanying drawings and specific embodiments so that those skilled in the art can better understand the present invention and implement it. However, the embodiments are not intended to limit the present invention. In the absence of conflict, the embodiments of the present invention and the technical features in the embodiments may be combined with each other.

[0031] The embodiment of the present invention provides a consultation and joint review system method, which is used to solve the technical problem of how to improve the handling efficiency of consultation and joint review.

[0032] Embodiment 1:

[0033] The present invention provides a consultation and joint review system, which comprises an institution declaration management module, a consultation and approval management module, a feedback information management module and an industrial and commercial registration management module.

[0034] The institution declaration management module interacts with the declaration institution as the user through the institution declaration management interface, and is used to support the declaration institution to submit declaration applications online, and to support users to edit and manage the submitted declaration information.

[0035] As a specific implementation of the institution declaration management module, this module supports users to edit and manage the submitted declaration information, including modifying, withdrawing and deleting the declaration information, and supports the declaration institution to resubmit the withdrawn declaration information.

[0036] The institution declaration management module provides an attachment import function, which supports the declaration institution to submit additional materials by importing attachments.

[0037] In this embodiment, a data warehouse is established in the institution declaration management module to store the collected enterprise data and provide functions such as attachment import. The institution can import relevant additional materials and submit the application online after completing the form. It provides functions such as modification, withdrawal, and deletion. If the institution needs to modify the declaration after submission, it can choose to withdraw the declaration. The institution can delete the declaration information and re-declare.

[0038] The consultation management module interacts with various regulatory departments as users through the consultation management interface, and is used to support the reviewers of various regulatory departments to review and approve the declaration information submitted by users according to the predetermined process and generate the approval results.

[0039] As a specific implementation of the management module, this module is used to support regulatory departments at different levels to review and approve the declared information according to a predetermined process. The approval result is pass or fail. Corresponding to the current regulatory department, if the approval result is pass, the next regulatory component will review and approve the declared information. If the approval result is fail, the failed approval result will be returned to the reporting agency to facilitate the reporting agency to modify the declared information.

[0040] In this embodiment, the consultation and approval process is as follows:

[0041] (1) Approval by district and county market supervision departments: District and county market supervision departments automatically receive approval tasks and can approve or reject the application information. District and county approval adopts a consultation mechanism. Only when both the market supervision department and the financial department have reviewed and approved it can it be approved and sent to the municipal level for approval. If it is rejected, the applicant can modify and improve the application information;

[0042] (2) Approval by the district or county financial department: The district or county financial department can approve or reject the application. If approved, it will be submitted to the municipal level for approval. If not approved, it will be sent back to the applicant for revision;

[0043] (3) Approval by the Municipal Market Supervision Bureau: After the district or county level review is passed, it will be automatically submitted to the Municipal Market Supervision Bureau for approval. The Municipal Market Supervision Bureau can approve or reject the application;

[0044] (4) Approval by the municipal financial department: The municipal financial department can approve or reject the application through a consultation mechanism. The approval can only be completed after the municipal review is passed.

[0045] The feedback information management module interacts with the reporting agency as a user through the feedback information management interface, and is used to record the approval process of the reporting information through the constructed approval result information table, to provide feedback on the reporting information to the reporting agency and to support the reporting agency in querying the approval process of the reporting information.

[0046] As a specific implementation of the feedback information management module, this module is used to feedback the approval result information table to the reporting agency in the form of an in-site message or text message, and the feedback information management module supports the approval agency to query the approval status, but does not support the approval agency to query the reviewer.

[0047] In this embodiment, a consultation and approval result information table is established, and the system will feedback to the institution through an internal letter or SMS. The institution can also query the consultation and approval process through the system. To ensure the fairness and seriousness of the approval, the institution can only see the approval status when querying the approval process, but cannot query the information such as the reviewer.

[0048] The industrial and commercial registration management module interacts with the reporting agency as a user and with the industrial and commercial registration system through the industrial and commercial registration management interface. It is used to support the reporting agency to submit industrial and commercial registration applications online, support users to edit and manage the submitted industrial and commercial registration information, and support users to query the industrial and commercial registration status online.

[0049] As a specific implementation of the industrial and commercial registration management module, this module is used to support reporting agencies to add, modify, delete and import submitted industrial and commercial registration information through navigation based on the industrial and commercial registration management interface, and supports reporting agencies to query the industrial and commercial registration information and status of corporate companies online.

[0050] In this embodiment, in order to facilitate the business registration of institutions, the business registration management module provides business registration information management, and institutions can edit online registration through navigation, including adding, modifying, deleting, importing and other operations. The business registration management module provides an active query function for the business registration status of institutions. By connecting with the business data, the registration information and status of enterprises can be queried online.

[0051] The system of this embodiment can realize multi-level consultation and approval.

[0052] Embodiment 2:

[0053] The present invention provides a consultation and joint review method, which provides consultation and joint review through the system disclosed in Example 1. The method includes four steps: institution declaration management, consultation and approval management, feedback information management, and industrial and commercial registration management.

[0054] Step S100 Institutional declaration management: The declaring institution submits the declaration application online through the institutional declaration management module, and edits and manages the submitted declaration information.

[0055] As a specific implementation of institutional declaration management, users can edit and manage the submitted declaration information through the institutional declaration management module, including modifying, withdrawing and deleting the declaration information, and supporting the reporting institution to resubmit the withdrawn declaration information.

[0056] The institution declaration management module provides an attachment import function. Based on this function, the declaration institution submits additional materials by importing attachments.

[0057] Step S200: Consultation management: the reviewers of each regulatory department review and approve the declaration information submitted by the user according to the predetermined process through the consultation management module and generate the approval result.

[0058] During consultation management in this embodiment, regulatory departments at different levels review and approve the declared information according to a predetermined process. The approval result is pass or fail. For the current regulatory department, if the approval result is pass, the next regulatory component will review and approve the declared information. If the approval result is fail, the failed approval result will be returned to the declaring agency to facilitate the declaring agency to modify the declared information.

[0059] Step S300 Feedback information management: record the approval process of the declared information through the approval result information table constructed in the feedback information management module, feedback the feedback process of the declared information to the declaring agency through the feedback information management module, and support the declaring agency to query the approval process of the declared information.

[0060] In the feedback information management in this embodiment, the approval result information table is fed back to the reporting agency through the feedback information management module in the form of an internal message or text message. The approval agency queries the approval status through the feedback information management module, but has no right to query the reviewer.

[0061] Step S400 Industrial and commercial registration management: the reporting agency submits the industrial and commercial registration application online through the industrial and commercial registration management module, edits and manages the submitted industrial and commercial registration information, and queries the industrial and commercial registration status online.

[0062] In the present embodiment, during the industrial and commercial registration management, the reporting agency adds, modifies, deletes and imports the submitted industrial and commercial registration information through the navigation provided by the industrial and commercial registration management module, and queries the industrial and commercial registration information and status of the company online through the industrial and commercial registration management module.

[0063] The present invention has been shown and described in detail above through the accompanying drawings and preferred embodiments. However, the present invention is not limited to these disclosed embodiments. Based on the above multiple embodiments, those skilled in the art can know that the means in the above different embodiments can be combined to obtain more embodiments of the present invention, and these embodiments are also within the protection scope of the present invention.

Claims

1. A consultation and joint review system, characterized in that: It includes the institution declaration management module, the consultation and approval management module, the feedback information management module and the industrial and commercial registration management module; The institution declaration management module interacts with the declaration institution as the user through the institution declaration management interface, and is used to support the declaration institution to submit declaration applications online, and supports the user to edit and manage the submitted declaration information; The consultation management module interacts with the regulatory authorities as users through the consultation management interface, and is used to support the reviewers of the regulatory authorities to review and approve the declaration information submitted by the users according to the predetermined process and generate the review and approval results; The feedback information management module interacts with the reporting institution as a user through the feedback information management interface, and is used to record the approval process of the reporting information through the constructed approval result information table, and is used to feedback the feedback process of the reporting information to the reporting institution and support the reporting institution to query the approval process of the reporting information; The industrial and commercial registration management module interacts with the reporting agency as a user and with the industrial and commercial registration system through the industrial and commercial registration management interface, and is used to support the reporting agency to submit industrial and commercial registration applications online, support users to edit and manage the submitted industrial and commercial registration information, and support users to query the industrial and commercial registration status online.

2. The consultation and joint review system according to claim 1, characterized in that: The institution declaration management module supports users to edit and manage submitted declaration information, including modifying, withdrawing and deleting declaration information, and supports declaration institutions to resubmit withdrawn declaration information; The institution declaration management module provides an attachment import function, which supports the declaration institution to submit additional materials by importing attachments.

3. The consultation and joint review system according to claim 1, characterized in that: The consultation management module is used to support regulatory departments at different levels to review and approve the declared information according to a predetermined process. The approval result is pass or fail. Corresponding to the current regulatory department, if the approval result is pass, the next regulatory component will review and approve the declared information. If the approval result is fail, the failed approval result will be returned to the reporting agency to facilitate the reporting agency to modify the declared information.

4. The consultation and joint review system according to claim 1, characterized in that: The feedback information management module is used to feedback the approval result information form to the reporting agency in the form of an in-site message or text message, and the feedback information management module supports the approval agency to query the approval status, but does not support the approval agency to query the reviewer.

5. The consultation and joint review system according to claim 1, characterized in that: The industrial and commercial registration management module supports the reporting agency to add, modify, delete and import the submitted industrial and commercial registration information through navigation based on the industrial and commercial registration management interface, and supports the reporting agency to query the industrial and commercial registration information and status of the company online.

6. A consultation and joint review method, characterized in that: The method is used to provide a consultation and joint review through a consultation and joint review system as described in any one of claims 1 to 5, and the method comprises the following steps: Institutional declaration management: The declaration institution submits the declaration application online through the institutional declaration management module and edits and manages the submitted declaration information; Consultation management: Reviewers from various regulatory departments review and approve the declaration information submitted by users according to the predetermined process through the consultation management module and generate approval results; Feedback information management: record the approval process of the declared information through the approval result information table constructed in the feedback information management module, feedback the feedback process of the declared information to the declaration agency through the feedback information management module, and support the declaration agency to query the approval process of the declared information; Industrial and commercial registration management: The reporting agency submits the industrial and commercial registration application online through the industrial and commercial registration management module, edits and manages the submitted industrial and commercial registration information, and queries the industrial and commercial registration status online.

7. The consultation and joint review method according to claim 6, characterized in that: Users can edit and manage submitted declaration information through the institution declaration management module, including modifying, withdrawing and deleting declaration information, and supporting the declaration institution to resubmit the withdrawn declaration information; The institution declaration management module provides an attachment import function. Based on this function, the declaration institution submits additional materials by importing attachments.

8. The consultation and joint review method according to claim 6, characterized in that: During consultation management, regulatory departments at different levels review and approve the declared information according to the predetermined process. The approval result is pass or fail. For the current regulatory department, if the approval result is pass, the next regulatory component will review and approve the declared information. If the approval result is fail, the fail approval result will be returned to the declaring agency to facilitate the declaring agency to modify the declared information.

9. The consultation and joint review method according to claim 6, characterized in that: When managing feedback information, the approval result information form will be fed back to the reporting agency through the feedback information management module in the form of an in-site message or text message. The approval agency can query the approval status through the feedback information management module, but has no right to query the reviewer.

10. The consultation and joint review method according to claim 6, characterized in that: During the industrial and commercial registration management, the reporting agency adds, modifies, deletes and imports the submitted industrial and commercial registration information through the navigation provided by the industrial and commercial registration management module, and queries the company's industrial and commercial registration information and status online through the industrial and commercial registration management module.

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