Financial consultation management system

Abstract

The invention relates to the technical field of big data, and discloses a financial consultation management system, which comprises a management terminal, and is characterized in that the management terminal comprises a central processing module, a fingerprint information acquisition module, a fingerprint information processing module, an RFID electronic tag, a consultation statistics module and an employee login module; the RFID reader is in communication with the management terminal; the fingerprint information acquisition module is used for acquiring fingerprint information, and the central processing module is used for uploading the fingerprint information to the server through the RFID reader in an RFID wireless mode; fingerprint information of employees of a company can be collected by adopting the fingerprint information acquisition module, the fingerprint information can be transmitted to the server by the central processing module, and the information can be selectively transmitted to the opening machine or the cabinet body by the central processing module according to the decision of the employees; therefore, attendance card punching, cabinet door opening or financial data checking can be realized by one management terminal.

Description

Technical Field

[0001] The present invention relates to the technical field of big data, and in particular to a financial consulting management system. Background Art

[0002] Financial data refers to various data related to corporate finance, including but not limited to balance sheets, income statements, cash flow statements, cost data, sales data, investment data, asset data, etc. These data have a significant impact on the financial status, operating performance and future development of the company, and are an important basis for corporate management and decision-making. Financial consulting companies refer to consulting companies controlled by natural persons or legal persons with financial and accounting and related professional knowledge, and accept commissions to provide business answers to clients. Whether it is financial consulting that accepts commissions to provide professional services, or financial consulting that is subordinate to comprehensive management and provides consulting services, it should be indispensable.

[0003] Existing financial consulting companies are unable to understand how their employees answer business questions for clients and how well the clients understand them, resulting in an inability to understand how the employees answer questions. Summary of the invention

[0004] 1. Technical issues to be resolved

[0005] In view of the deficiencies of the prior art, the present invention provides a financial consulting management system, which has the advantage of analyzing business answer situations by means of data integration, thus solving the problem of not being able to understand the answer situations of employees.

[0006] (II) Technical solution

[0007] To achieve the above-mentioned purpose, the present invention provides the following technical solutions: a financial consulting management system, comprising: a management terminal, the management terminal comprising a central processing module, a fingerprint information collection module, a fingerprint information processing module, an RFID electronic tag, a consulting statistics module and an employee login module; an RFID reader, communicating with the management terminal; and a server, communicating with the RFID reader, wherein the fingerprint information collection module is used to collect fingerprint information, the central processing module is used to upload the fingerprint information to the server through the RFID reader in an RFID wireless manner, the consulting statistics module is used to collect questions sent by customers, and transmit them to the server through the central processing module, and the employee login module is used for employees to input employee information and send it to the server for storage through the central processing module.

[0008] In some embodiments, the consultation module further includes sending questions of understanding value and corresponding employee's answers to the server.

[0009] In some embodiments, a lock control panel module is also included, and the lock control panel template will be used for storage cabinet switch box status detection.

[0010] In some embodiments, the server includes a matching unit, and the matching unit includes an identity matching unit and a fingerprint matching unit.

[0011] In some embodiments, the server further comprises a storage unit, wherein the storage unit comprises an identity information database, a fingerprint information database and a financial knowledge database.

[0012] In some embodiments, the server further comprises a recording unit.

[0013] (III) Beneficial effects

[0014] Compared with the prior art, the present invention provides a financial consulting management system, which has the following beneficial effects:

[0015] 1. The financial consulting management system uses a fingerprint information collection module to collect the fingerprint information of company employees. The central processing module can transmit the fingerprint information to the server. The central processing module can choose to transmit the information to the opening machine or cabinet according to the employee's decision, so that a management terminal can be used to clock in, open the cabinet door or view financial data, which is convenient for employees to master the financial data through the management terminal and better provide answers to customer consultations. BRIEF DESCRIPTION OF THE DRAWINGS

[0016] Figure 1 It is a schematic diagram of the structure of the present invention;

[0017] Figure 2 This is a diagram of the pipe system of the present invention. DETAILED DESCRIPTION

[0018] The following will be combined with the drawings in the embodiments of the present application to clearly and completely describe the technical solutions in the embodiments of the present application. Obviously, the described embodiments are only part of the embodiments of the present application, not all of the embodiments. Based on the embodiments in the present application, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of this application.

[0019] In the related art, the financial consulting company cannot understand the answers given by the employees when they provide business solutions to the clients and the clients’ understanding of the solutions, which results in the inability to understand the answers given by the employees.

[0020] In order to solve the problems in the related technology to a certain extent, the embodiment of the present application provides a financial consulting management system, in which the central processing module can transmit information to the opening machine or cabinet according to the employee's decision, so that one management terminal can realize clocking in, opening the cabinet door or viewing financial data, which is convenient for employees to grasp the financial data through the management terminal and better answer customer inquiries.

[0021] The present application is described below with reference to the accompanying drawings and specific embodiments:

[0022] Combination Figure 1-Figure 2 , the embodiment of the present application provides a financial consulting management system, including:

[0023] A management terminal, the management terminal includes a central processing module, a fingerprint information collection module, a fingerprint information processing module, an RFID electronic tag, a consultation statistics module and an employee login module; an RFID reader, which is in communication with the management terminal; and a server, which is in communication with the RFID reader, wherein the fingerprint information collection module is used to collect fingerprint information, the central processing module is used to upload the fingerprint information to the server through the RFID reader in an RFID wireless manner, the consultation statistics module is used to collect questions sent by customers and transmit them to the server through the central processing module, and the employee login module is used for employees to input employee information and send it to the server for storage through the central processing module.

[0024] In some embodiments, the consultation module further includes sending questions of understanding value and corresponding employee's answers to the server.

[0025] Specifically, the consultation statistics module matches the corresponding employee's answer with the answer to obtain the number of overlapping words; the closer the employee's answer is to the answer, the greater the employee's answer completeness value, which means that the employee's resources for customer consultation are more complete, and the greater the understanding value sent by the customer, the greater the employee's answer completeness value; by analyzing the employee's answer completeness value, we can get the employee's answer to the customer.

[0026] In some embodiments, a lock control panel module is also included, and the lock control panel template will be used for storage cabinet switch box status detection.

[0027] Specifically, employees can place items in the cabinet, and deliverymen can also put takeout directly into the cabinet. When the central processing module detects that the employee has taken out the order information, it transmits the order information to the cloud server database for matching. After the cloud server detects that the order actually exists, it sends an order existence signal to the central processing module. The central processing module decodes the corresponding storage cabinet number based on the order signal, controls the lock control panel module to open the box, and at the same time, the control module continuously monitors the status of the current storage cabinet.

[0028] In some embodiments, the server includes a matching unit, and the matching unit includes an identity matching unit and a fingerprint matching unit.

[0029] The specific working mode of the fingerprint matching unit is: searching for the fingerprint information uploaded by the RFID reader in the fingerprint information library. If the fingerprint information uploaded by the RFID reader is any one in the fingerprint information library, the fingerprint matching is successful; if the fingerprint information uploaded by the RFID reader is different from any one in the fingerprint information library, the fingerprint matching fails.

[0030] In some embodiments, the server further comprises a storage unit, wherein the storage unit comprises an identity information database, a fingerprint information database and a financial knowledge database. The server further comprises a recording unit.

[0031] In the description of this specification, the description with reference to the terms "one embodiment", "some embodiments", "example", "specific example", "some examples", etc. means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present application. In this specification, the schematic representations of the above terms do not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials or characteristics described may be combined in any one or more embodiments or examples in a suitable manner. In addition, those skilled in the art may combine and combine the different embodiments or examples described in this specification.

[0032] In addition, the technical solutions between the various embodiments can be combined with each other, but they must be based on the fact that they can be implemented by ordinary technicians in this field. When the combination of technical solutions is contradictory or cannot be implemented, it should be deemed that such combination of technical solutions does not exist and is not within the scope of protection required by this application.

[0033] Although embodiments of the present invention have been shown and described, it will be appreciated by those skilled in the art that various changes, modifications, substitutions and variations may be made to the embodiments without departing from the principles and spirit of the present invention, and that the scope of the present invention is defined by the appended claims and their equivalents.

Claims

1. A financial consulting management system, characterized in that: include: A management terminal, which includes a central processing module, a fingerprint information collection module, a fingerprint information processing module, an RFID electronic tag, a consultation statistics module and an employee login module; An RFID reader is in communication with the management terminal; as well as A server is in communication with the RFID reader, wherein: The fingerprint information collection module is used to collect fingerprint information, the central processing module is used to upload the fingerprint information to the server through the RFID reader in an RFID wireless manner, the consultation statistics module is used to collect questions sent by customers and transmit them to the server through the central processing module, and the employee login module is used for employees to input employee information and send it to the server for storage through the central processing module.

2. A financial consulting management system according to claim 1, characterized in that: The consultation module also includes understanding the value and sending the questions corresponding to the employee's answer to the server.

3. A financial consulting management system according to claim 1, characterized in that: It also includes a lock control panel module, and the lock control panel template will be used for storage cabinet switch box status detection.

4. A financial consulting management system according to claim 1, characterized in that: The server includes a matching unit, and the matching unit includes an identity matching unit and a fingerprint matching unit.

5. A financial consulting management system according to claim 4, characterized in that: The server further comprises a storage unit, which comprises an identity information database, a fingerprint information database and a financial knowledge database.

6. A financial consulting management system according to claim 5, characterized in that: The server further comprises a recording unit.

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