Information processing system and information processing method

Abstract

Employees who wish to make savings investments through employee benefits are matched with account users, and the two are linked in real time. [Solution] In the information processing system, the server is equipped with an operation object display unit that displays an operation object for accepting applications for installment investment through payroll deduction on the screen of the employee benefit system used by employees, an employee information assignment unit that, when the operation object is operated, encrypts and assigns the employee information to a URL specified by an external financial institution, a screen transition unit that transitions to the financial institution's login screen, a comparison unit that, when an employee logs in using a financial institution account, determines whether at least a portion of the employee information assigned to the URL matches the information linked to the financial institution account, and a linking unit that, when at least a portion of the employee information assigned to the URL matches the information linked to the financial institution account, links the employee information to account information linked to the financial institution account.

Description

[Technical Field]

[0001] The present invention relates to an information processing system and an information processing method. [Background technology]

[0002] As one of the employee benefit systems offered by companies and other workplaces, the Workplace Tsumitate NISA, which uses a payroll deduction system, is offered. When an employee uses the Workplace Tsumitate NISA, the employee must link their securities trading account with a financial institution. Typically, the employee benefits office and the financial institution must submit the necessary documents to link the employee's account, which involves a cumbersome process, placing a heavy burden on the company and taking a long time to complete the linking process.

[0003] For example, Patent Document 1 discloses a bank service system that handles procedures for property accumulation savings, etc. Specifically, a customer connects to a bank server via a corporate server, and if the domain of the customer's terminal matches the domain of the corporate data stored on the bank server, access is possible. It also describes associating the customer's unique customer number and necessary information entered by the customer with corporate information. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Application Laid-Open No. 2005-63182 Summary of the Invention [Problem to be solved by the invention]

[0005] However, the system described in Patent Document 1 was unable to link the employee and customer accounts after verifying personal information that identifies the customer (employee) himself.

[0006] Therefore, the present invention aims to use simple processing to match employees who wish to make savings investments through employee benefits with account users and to link the two in real time. [Means for solving the problem]

[0007] An information processing device according to one embodiment of the present invention comprises an operation object display unit that displays an operation object for accepting applications for installment investment through payroll deduction on the screen of a platform for a welfare system used by employees at work; an employee information assignment unit that, when the operation object is operated by the employee, encrypts and assigns the employee's employee information to a URL specified by an external financial institution; a screen transition unit that transitions to a login screen for the financial institution according to the URL; a comparison unit that, when the employee logs in on the login screen using a financial institution account, determines whether at least a portion of the employee information assigned to the URL matches information linked to the financial institution account; and a linking unit that, when at least a portion of the employee information assigned to the URL matches information linked to the financial institution account, links the employee information to account information linked to the financial institution account.

[0008] An information processing method according to one aspect of the present invention comprises a computer displaying an operation object for accepting applications for installment investment through payroll deduction on a screen of a platform for a welfare system used by an employee at work, and when the employee operates the operation object, the computer encrypts and attaches employee information of the employee to a URL specified by an external financial institution, the computer transitions to a login screen for the financial institution in accordance with the URL, and when the employee logs in on the login screen using a financial institution account, the computer determines whether at least a portion of the employee information attached to the URL matches information linked to the financial institution account, and if at least a portion of the employee information attached to the URL matches information linked to the financial institution account, the computer links the employee information to account information linked to the financial institution account. [Effects of the Invention]

[0009] According to the present invention, it is possible to match an employee who wishes to make a savings investment through employee benefits with an account user through simple processing, and to link the two in real time. [Brief explanation of the drawings]

[0010] [Figure 1] 1 is a diagram showing the configuration of an information processing system 1 according to the present embodiment. [Figure 2] FIG. 2 is a block diagram showing the configuration of a server 10 according to the present embodiment. [Figure 3] FIG. 2 is a block diagram showing the configuration of a user terminal 20 according to the present embodiment. [Figure 4] FIG. 2 is a block diagram showing the configuration of a server 30 according to the present embodiment. [Figure 5] FIG. 2 is a block diagram showing functional modules of a program executed by a processor 11 of the server 10 according to the present embodiment. [Figure 6] FIG. 2 is a block diagram showing functional modules of a program executed by a processor 31 of the server 30 according to the present embodiment. [Figure 7] FIG. 2 is a sequence diagram of the process of linking an employee with a securities account by the information processing system 1 according to this embodiment. [Figure 8] FIG. 2 is a diagram illustrating an example of a screen of a platform for an employee benefit program displayed on a user terminal 20 according to the present embodiment. [Figure 9] FIG. 2 is a diagram illustrating an example of a screen of a financial institution displayed on a user terminal 20 according to the present embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0011] Next, embodiments of the present invention will be described in detail with reference to the drawings. Fig. 1 is a diagram illustrating the configuration of an information processing system 1 according to an embodiment of the present invention. As shown in Fig. 1, the information processing system 1 includes a server 10 within a company, user terminals 20 used by company employees, and a server 30 of a financial institution. The server 10, user terminals 20, and server 30 are connected via a communication network N such as the Internet.

[0012] Information processing system 1 is a system that provides a service in which, when a company employee applies for Workplace Tsumitate NISA through the workplace employee benefits system platform, the employee is redirected to a financial institution's website, where the employee logs in using their financial institution account, which links the employee's employee information with their account information and allows them to start Workplace Tsumitate NISA.

[0013] The server 10 is a server that provides employee benefit programs at workplaces such as companies. Specifically, the server 10 has a function of providing employees with information on various employee benefit programs and accepting applications for services desired by employees. The server 10 may be installed in a company management center or the like, or may be built on the cloud. The server 10 may be a general-purpose computer, and may be composed of a single computer or may be composed of multiple computers distributed over a communication network N.

[0014] 2 is a block diagram showing the configuration of the server 10. As shown in FIG. 2, the server 10 includes a processor 11, a main memory 12, an input / output interface 13, a communication interface 14, and a storage device 15. The storage device 15 is a computer-readable recording medium such as a semiconductor memory (e.g., a volatile memory or a non-volatile memory) or a disk medium (e.g., a magnetic recording medium or a magneto-optical recording medium). The storage device 15 stores programs to be executed by the processor 11, various data, and the like. The programs are read from the storage device 15 into the main memory 12, and are interpreted and executed by the processor 11 to perform various functions.

[0015] The user terminal 20 is a terminal used by company employees to use the information processing system 1. The user terminal 20 may access the platform of the employee benefit program provided by the server 10 via a web browser, or may access the platform via a dedicated app. The user terminal 20 may be a personal computer (PC), a notebook PC, a tablet terminal, a smartphone, or any other terminal device that can access the server 10 via the communication network N.

[0016] Fig. 3 is a block diagram showing the configuration of user terminal 20. As shown in Fig. 3, user terminal 20 includes a processor 21, an input device 22 such as a keyboard, a mouse, various operation buttons, or a touch panel, a display device 23 such as a liquid crystal display, a communication interface 24 for connecting to communication network N, and a storage device 25 such as a disk drive or semiconductor memory (ROM, RAM, etc.). Various programs executed by processor 21 and various data may be stored in storage device 25.

[0017] The server 30 is a server of a financial institution, and may be installed in a management center of the financial institution or may be constructed on a cloud. The server 30 may be a general-purpose computer, and may be composed of a single computer or may be composed of multiple computers distributed over a communication network N.

[0018] Fig. 4 is a block diagram showing the configuration of the server 30. As shown in Fig. 4, the server 30 includes a processor 31, a main memory 32, an input / output interface 33, a communication interface 34, and a storage device 35. The storage device 35 is a computer-readable storage medium such as a semiconductor memory (e.g., a volatile memory or a non-volatile memory) or a disk medium (e.g., a magnetic storage medium or a magneto-optical storage medium). The storage device 35 stores programs to be executed by the processor 31, various data, and the like. The programs are read from the storage device 35 into the main memory 32, and are interpreted and executed by the processor 31 to perform various functions.

[0019] 5 is a block diagram showing the functional modules of the program executed by the processor 11 of the server 10. As shown in FIG. 4, the functional modules executed by the processor 11 of the server 10 include an operation object display unit 101, an employee information assignment unit 102, and a screen transition unit 103.

[0020] 6 is a block diagram showing the functional modules of a program executed by processor 31 of server 30. As shown in FIG. 6, the functional modules executed by processor 31 of server 30 include a matching unit 301, a linking unit 302, a display unit 303, a notification unit 304, and a target person list creation unit 305.

[0021] Next, the process of linking employee information with account information by the information processing system 1 will be described with reference to the sequence diagram of FIG.

[0022] First, when an employee of a company accesses the platform for the employee benefit program via the user terminal 20, the server 10 displays a platform screen for the employee benefit program on the display device 23 of the user terminal 20 (step ST101). Fig. 8 is a diagram illustrating an example of the platform screen for the employee benefit program displayed on the user terminal 20. As shown in Fig. 8, a list of various available programs is displayed, and the operation object display unit 101 displays a button B (operation object) for applying for the Workplace Tsumitate NISA.

[0023] When an employee operates button B1 via user terminal 20 (step ST102), employee information assignment unit 102 of server 10 acquires employee information including the employee's employee code (identification information), name (kanji and / or kana), and date of birth, encrypts it, and assigns it to a URL (Uniform Resource Locator) specified by the financial institution (step ST103). Specifically, the name and date of birth information linked to the employee code of the employee accessing the employee benefit system platform is acquired from an employee database or the like and encrypted. The encrypted data is then added to the end of the URL as a URL parameter. Any method that can be used to encrypt URL parameters can be applied as the encryption method.

[0024] Next, the screen transition unit 103 of the server 10 transitions to the financial institution's website specified by the specified URL (step ST104). A login screen for the financial institution's website, such as that shown in FIG. 9(A), is displayed on the user terminal 20.

[0025] When an employee logs in using a customer account at the financial institution (step ST105), the collation unit 301 of the server 30 of the financial institution decrypts and acquires the employee information attached as a URL parameter, and collates the employee information with the customer information held by the financial institution (step ST106). Specifically, the name and date of birth included in the employee information may be collated with the name and date of birth managed as customer information.

[0026] If the collation results in a match (step ST107: YES), the display unit 303 displays a confirmation screen as shown in FIG. 9B (step ST108). The confirmation screen displays the employee information that was assigned as a URL parameter. The "company code" may be determined by the financial institution based on the domain of the user terminal 20 or may be included in the URL parameter. The company code does not have to be displayed. When the employee operates the registration button B2 on the screen (step ST109), the linking unit 302 links the employee information with the account information of the customer (step ST110). Specifically, each item of the employee information may be stored in an account information database of the financial institution, etc., linked to the customer account. Note that if the collation results in a mismatch (step ST107: NO), an error screen may be displayed instead of the confirmation screen, notifying the customer that the collation has failed (step ST112).

[0027] Furthermore, the notification unit 304 may display a registration completion screen notifying that the linking has been completed, as exemplified in FIG. 9(C) (step ST111). As shown in FIG. 9(C), the registration completion screen may display a message notifying that the linking of the employee information to the account information has been completed, as well as a message urging the user to apply for Tsumitate NISA. Also, a transition button B3 to a screen for carrying out the application process for Tsumitate NISA may be displayed. Furthermore, the notification unit 304 may send an email to the employee's registered contact email address notifying that the linking has been completed.

[0028] The target person list creation unit 305 may create a list of employees who have been linked to account information and provide it to the company. Specifically, a list of employee information (employee code, name, date of birth) of employees whose linking has been completed may be created and sent to the person in charge of the employee benefit program.

[0029] As described above, according to this embodiment, a button for applying for Workplace Tsumitate NISA is provided on the screen of the workplace employee benefits system platform. When an employee operates the button, the screen transitions to the financial institution's login screen, and the employee's employee information is added as a URL parameter. When the employee logs in, the financial institution compares the employee information with the customer information linked to the account, and if a match is confirmed, the employee information is linked to the account information. This allows companies, employees, and financial institutions to easily link employees who wish to use Workplace Tsumitate NISA with their accounts in real time.

[0030] The above-described embodiments are intended to facilitate understanding of the present invention and are not intended to limit the present invention. The flowcharts, sequences, and specific examples of the elements included in the embodiments are not limited to those exemplified and can be modified as appropriate. Furthermore, configurations shown in different embodiments can be partially substituted or combined with each other. [Explanation of symbols]

[0031] 1...information processing system, 10...server, 11...processor, 12...main memory, 13...input / output interface, 14...communication interface, 15...storage device, 20...user terminal, 21...processor, 22...input device, 23...display device, 24...communication interface, 25...storage device, 30...server, 31...processor, 32...main memory, 33...input / output interface, 34...communication interface, 35...storage device, 101...operation object display unit, 102...employee information assignment unit, 103...screen transition unit, 301...collation unit, 302...linking unit, 303...display unit, 304...notification unit, 305...target person list creation unit

Claims

1. an operation object display unit that displays an operation object for accepting applications for installment investment through payroll deduction on a screen of a platform for an employee benefit program used by employees at the workplace; an employee information assigning unit that, when the operation object is operated by the employee, encrypts and assigns employee information of the employee to a URL designated by an external financial institution; a screen transition unit that transitions to a login screen of the financial institution according to the URL; a verification unit that, when the employee logs in on the login screen using a financial institution account, determines whether at least a portion of the employee information assigned to the URL matches information linked to the financial institution account; An information processing system comprising: a linking unit that links the employee information with account information linked to the financial institution account when at least a portion of the employee information assigned to the URL matches the information linked to the financial institution account.

2. The employee information attached to the URL includes the employee's identification information, name, and date of birth, The collation unit 2. The information processing system of claim 1, wherein if the name and date of birth included in the employee information match the name and date of birth linked to the financial institution account, the employee is linked to the account information.

3. The information processing system according to claim 1 , further comprising a display unit that displays the contents of the employee information assigned to the URL when at least a portion of the employee information matches information linked to the financial institution account.

4. The information processing system according to claim 1 , further comprising a notification unit that notifies that the linking of the employee information and the account information has been completed.

5. 2. The information processing system according to claim 1, further comprising a target person list creation unit that creates a list of employees for which the linking of the employee information with the account information has been completed, to be provided to the workplace.

6. The computer displays an operation object for accepting an application for a savings investment through payroll deduction on a screen of a platform for an employee benefit program used by employees at the workplace; When the operation object is operated by the employee, the computer encrypts and assigns employee information of the employee to a URL designated by an external financial institution; The computer transitions to the login screen of the financial institution according to the URL, When the employee logs in using a financial institution account on the login screen, the computer determines whether at least a portion of the employee information assigned to the URL matches information linked to the financial institution account; An information processing method in which, if at least a portion of the employee information assigned to the URL matches the information linked to the financial institution account, the computer links the employee information to the account information linked to the financial institution account.

Images