A method and system for intelligent queue scheduling and automatic switching of teller terminals based on shared offline business halls of multiple companies.

Abstract

This invention discloses an intelligent scheduling method, system, and storage medium for shared offline service halls operated by multiple companies, belonging to the field of information technology and service process automation. The method includes: when a customer takes a number, selecting a primary service company from among the multiple companies supported by the shared offline service hall; the system integrates all customers into a comprehensive scheduling system, intelligently scheduling customers with the same company as priority when multiple teller terminals are available, and supporting cross-company adjustments when no customers with the same company are available; when assigning the next customer to a teller, the system automatically determines whether the customer's company matches the teller's currently logged-in system. If they do not match, the system automatically controls the terminal to securely exit the current system and log in to the target company's system. This invention solves the problem of cumbersome and inefficient manual system switching by tellers in shared offline service halls, improving the overall operational efficiency of offline service halls shared by multiple companies, enhancing the teller's user experience, and reducing customer waiting time for switching companies.

Description

This invention relates to the field of information technology and service process automation.

[0001] Examples of scenarios where this invention aims to achieve its objectives include: A merger of two banks and two insurance companies, where, before integrating the information systems of multiple companies, the goal is to improve the utilization rate of their branch offices. This invention provides a solution for multiple companies to share offline branch offices.

[0002] The purpose of this invention is to overcome the shortcomings of existing technologies and provide an intelligent scheduling method for multiple companies to share offline business hall outlets, so as to solve the problems of uneven customer queuing and the efficiency of tellers switching between multiple company systems.

[0003] In a first aspect, the present invention provides an intelligent scheduling method for multiple companies to share offline business hall outlets, comprising the following steps: Customer queuing steps: Provide a queuing interface that includes information on all partner companies supported by the branch, or an interface for all partner companies in a category (such as banks), and receive the main service company information selected by the customer; or each company's separate queuing machine will generate the main service company information selected by the customer by default.

[0004] Queue scheduling steps: Based on the main service company information and the preference information, customers are included in a comprehensive queue, and the next customer is assigned to an idle counter based on preset scheduling rules; wherein, the scheduling rules prioritize assigning customers from the same company to the company's counters; secondly, when they are from different companies, the scheduling rules prioritize assigning customers from the same category of company to the counters of that category, reducing the need for counters to switch service categories (such as switching from banking to insurance services).

[0005] Teller terminal switching steps: In response to assigning the next customer to the counter, automatically determine whether the current terminal system login status of the counter matches the target company to which the next customer belongs. If they do not match, control the terminal to automatically switch from the current company system to the target company system.

[0006] Furthermore, the scheduling rules in the queuing scheduling step also include: when a company's counter is idle and there are no customers in the company's waiting queue, customers are selected from the waiting customers of other companies for cross-company allocation based on the preference information and waiting time.

[0007] Furthermore, the teller terminal switching steps specifically include: Secure logout procedure: Control the terminal to automatically log out or lock the currently logged-in company system; Automatic login steps: Control the terminal to automatically start and jump to the login interface of the target company system, and automatically fill in the authorized login credentials such as teller name or teller ID, etc. Authentication triggering steps: After filling in the login credentials, trigger and wait for the teller to input dynamic authentication information to complete the login; Information synchronization steps: After successful login, the known information of the next service customer will be automatically synchronized from the scheduling system to the terminal interface.

[0008] Furthermore, the dynamic authentication information includes at least one of password, fingerprint, facial recognition, or dynamic password.

[0009] Furthermore, in the customer queuing step, the queuing interface is provided through a self-service queuing terminal, a mobile application, or a web page.

[0010] Secondly, the present invention provides an intelligent scheduling system for multiple companies sharing offline business hall outlets to implement the above-mentioned intelligent scheduling method, comprising: The integrated number retrieval module is used to provide a number retrieval interface and collect information about the customer's main service company and preferences. The intelligent scheduling server is communicatively connected to the integrated ticket retrieval module, and is used to maintain the integrated queuing queue, execute the scheduling rules, and allocate customers to each counter; At least one teller terminal is connected to the intelligent scheduling server, and each teller terminal is equipped with an intelligent switching client. The intelligent switching client is configured to receive the next customer allocation instruction from the intelligent scheduling server and execute the automatic judgment and automatic login switching operations. The switching client must have detailed operation scripts or configurations for different bank clients (such as C / S clients, B / S browsers, and virtual machine images).

[0011] Furthermore, the intelligent switching client communicates with a credential security management module, which securely stores and provides login credentials for different company systems.

[0012] Furthermore, the credential security management module is a hardware key device or a local encrypted storage unit used in conjunction with a biometric device.

[0013] Thirdly, the present invention provides a computer-readable storage medium having a computer program stored thereon, wherein when the computer program is executed by a processor, the above-mentioned intelligent scheduling method for shared offline business hall outlets of multiple companies is implemented. Detailed Implementation

[0014] To make the objectives, technical solutions, and advantages of this invention clearer, the invention will be further described in detail below with reference to specific embodiments. It should be understood that the specific embodiments described herein are for illustrative purposes only and are not intended to limit the invention. Example

[0015] The workflow of this invention is illustrated using a shared offline business hall network that supports both Company A and Company B as an example.

[0016] System Composition: Each branch deploys one or more integrated queuing terminals, a central intelligent dispatch server located locally or connected to the network, one or more teller terminals, and a lobby integrated queuing display screen. Each teller terminal is equipped with an intelligent switching client, and it is recommended to connect a hardware USB key as a credential security management module.

[0017] Workflow: Customer ticket retrieval: Mr. Wang arrived at the branch and saw the options "Company A" and "Company B" on the integrated ticket retrieval terminal. He mainly handled business with Company A, so he selected "Company A" as the primary service company.

[0018] Intelligent Scheduling: The intelligent scheduling server maintains a comprehensive queue containing all customers from companies A and B. Currently, all counters at company A are busy, while counter number 1 at company B is idle. The scheduling rules first check if company B has any waiting customers, and find none. The server decides to reassign customer A015 to counter number 1 and sends the instruction to switch to company A to the teller's terminal.

[0019] Automatic switching and processing: Ms. Li, the teller at counter number 1 of Company B, had just completed a transaction for a customer of Company B. Her smart switching client received the instruction: "Next customer: Ticket number A015, Company: Company A".

[0020] The client determines that the current terminal is logged into Company B's system, which does not match the target company (Company A), and triggers an automatic switchover process: a. Secure Exit: The client automatically sends a "Lock Workstation" command to Company B's system.

[0021] b. Automatic login preparation: The client reads the login URL of Company A authorized for Ms. Li and the teller number stored in the USB key, automatically opens the web version of Company A's counter system, and fills in the teller number in the login box.

[0022] c. Teller authentication: A pop-up window appears, prompting Ms. Li to enter her password and verify her fingerprint (this is dynamic authentication).

[0023] d. Information Synchronization: After Ms. Li's authentication is approved, the client automatically retrieves Mr. Wang's ticket number and brief business requirements from the scheduling server and displays them in the to-do list.

[0024] Ms. Li clicked the "Call" button, and the lobby display screen and voice broadcast system called customer A015 to Company B's counter number 1. Mr. Wang arrived, and Ms. Li began processing his business with Company A. Example

[0025] In another embodiment, the credential security management module can be a local encrypted software unit bound to the teller's fingerprint scanner. Login credentials are encrypted and stored locally on the terminal or a remote server, and are only decrypted and used in memory after the teller's fingerprint is verified, further simplifying the operation.

[0026] It should be noted that the scheduling rules described in this invention can be more complex, for example, by combining customer business type (simple deposits and withdrawals, complex wealth management), teller business qualifications, and expected processing time for more precise matching. These variations should all fall within the protection scope of this invention. Furthermore, the automatic switching process can be implemented using different automated scripts based on the interfaces provided by different company systems (such as those supporting command-line parameters or providing APIs), which does not depart from the core concept of this invention.

[0027] The above embodiments are only used to illustrate the technical solutions of the present invention, and are not intended to limit it. Although the present invention has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that modifications can still be made to the technical solutions described in the foregoing embodiments, or equivalent substitutions can be made to some of the technical features; and these modifications or substitutions do not cause the essence of the corresponding technical solutions to deviate from the spirit and scope of the technical solutions of the embodiments of the present invention.

Claims

1. A method for intelligent scheduling of shared offline business halls among multiple companies, characterized in that: The steps include: Customer queuing steps: Provide a queuing interface that includes information on all partner companies or companies of the same type (such as banks, insurance companies, etc.) supported by the business hall. If it is a bank, receive the customer's selected primary service bank information and preference information such as whether to accept cross-bank services; Queue scheduling steps: Based on the main service company information and the preference information, customers are included in a comprehensive queue, and the next customer is assigned to an idle counter based on preset scheduling rules; wherein, the scheduling rules prioritize assigning customers from the same company to the counters of that company; Teller terminal switching steps: In response to assigning the next customer to a counter, the system automatically determines whether the current terminal system login status of the counter matches the target bank to which the next customer belongs. If they do not match, the system controls the terminal to automatically switch from the current company system to the target company system.

2. The intelligent scheduling method according to claim 1, characterized in that, The scheduling rules in the queuing process also include: when a company's counter is idle and there are no customers in that company's waiting queue, customers are selected from waiting customers of other companies for cross-company allocation based on the preferred company information and waiting time, reducing customer waiting time. When a counter serves a particular company, users with the same company preference are given priority to that counter to reduce company switching and improve service efficiency. When a counter serves a certain type of company (such as a bank), users with the same type of need are given priority to that counter to reduce service type switching.

3. The intelligent scheduling method according to claim 1, characterized in that, The specific steps for switching teller terminals are as follows. Includes: a secure exit step: controlling the terminal to automatically exit or lock the currently logged-in company system; and an automatic login step: controlling the terminal to automatically start and redirect to the login interface of the target company system, and automatically fill in the authorized login credentials (such as teller name or teller ID). Authentication triggering steps: After filling in the login credentials, trigger and wait for the teller to enter dynamic authentication information to complete the login.

4. The intelligent scheduling method according to claim 3, characterized in that, The dynamic authentication information includes at least one of password, fingerprint, facial recognition, or dynamic password.

5. The intelligent scheduling method according to claim 1, characterized in that, In the customer queuing step, the queuing interface is provided through a self-service queuing terminal, a mobile application, or a web page.

6. A multi-company shared offline business hall intelligent scheduling system for implementing the intelligent scheduling method according to any one of claims 1 to 5, characterized in that, include: The integrated number retrieval module is used to provide a number retrieval interface and collect information about the customer's main service company and preferences. An intelligent scheduling server, communicatively connected to the integrated number retrieval module, is used to maintain the integrated queuing queue, execute the scheduling rules, and assign customers to each counter; at least one teller terminal, communicatively connected to the intelligent scheduling server, is equipped with an intelligent switching client; wherein, the intelligent switching client is configured to: receive the next customer allocation instruction from the intelligent scheduling server, and execute the automatic judgment and automatic switching login operations.

7. The intelligent scheduling system according to claim 6, characterized in that, The intelligent switching client further communicates with a credential security management module, which securely stores and provides login credentials for different company systems.

8. A computer-readable storage medium having a computer program stored thereon, characterized in that, When the computer program is executed by the processor, it implements the intelligent scheduling method for multi-company shared business halls as described in any one of claims 1 to 5.