JP2021089775A5 - - Google Patents
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- JP2021089775A5 JP2021089775A5 JP2021036516A JP2021036516A JP2021089775A5 JP 2021089775 A5 JP2021089775 A5 JP 2021089775A5 JP 2021036516 A JP2021036516 A JP 2021036516A JP 2021036516 A JP2021036516 A JP 2021036516A JP 2021089775 A5 JP2021089775 A5 JP 2021089775A5
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Claims (30)
前記資金管理サポートシステムは、
前記代理人によって操作可能とされ、前記資金の移動を請求するための資金移動請求を送信可能な代理人側端末装置と、
前記委任者によって操作可能とされ、前記資金移動請求を送信可能な委任者側端末装置と、
閲覧者によって操作可能とされ、前記資金の移動に関する履歴情報を閲覧するための情報閲覧要求を送信可能な閲覧者側端末装置と、
前記委任者側端末装置、前記代理人側端末装置、及び前記閲覧者側端末装置と通信可能な資金管理サポートサーバとを備え、
前記委任者側端末装置は、前記閲覧者側端末装置を設定するための閲覧者設定要求を送信可能であり、
前記資金管理サポートサーバは、前記委任者側端末装置から前記閲覧者設定要求を受信すると、任意の端末装置を前記閲覧者側端末装置として設定するための招待情報を前記任意の端末装置に送信する、資金管理サポートシステム。 A fund management support system for managing funds delegated by a delegator to an agent.
The fund management support system is
An agent-side terminal device that can be operated by the agent and can send a fund transfer request for requesting the transfer of funds.
A delegator-side terminal device that can be operated by the delegator and can send the fund transfer request,
A viewer-side terminal device that can be operated by the viewer and can send an information browsing request for browsing history information regarding the movement of funds.
A fund management support server capable of communicating with the delegator-side terminal device, the agent-side terminal device, and the viewer-side terminal device is provided.
The delegator-side terminal device can transmit a viewer setting request for setting the viewer-side terminal device.
When the fund management support server receives the viewer setting request from the delegator-side terminal device, the fund management support server transmits invitation information for setting the arbitrary terminal device as the viewer-side terminal device to the arbitrary terminal device. , Money management support system.
前記資金管理サポートサーバは、二次元コード（例えば、ＱＲコード（登録商標））を生成する、資金管理サポートシステム。 The fund management support server is a fund management support system that generates a two-dimensional code (for example, a QR code (registered trademark)).
前記資金管理サポートサーバは、前記資金移動請求の受信から所定期間の経過後に前記資金移動指令を勘定系システムに対して送信する、資金管理サポートシステム。 In the fund management support system according to claim 1 or 2.
The funds management support server transmits the funds transfer command from the reception of the funds transfer according to the after a predetermined period with respect to intuition Jokei system, cash management support system.
前記代理人側端末装置は、前記所定期間の内に、前記資金の移動を取り消す取消要求を送信可能であり、
前記資金管理サポートサーバは、前記代理人側端末装置から前記取消要求を受信すると、前記資金移動請求を取り消す、資金管理サポートシステム。 In the fund management support system according to claim 3,
The agent-side terminal device can send a cancellation request to cancel the transfer of funds within the predetermined period.
The fund management support server is a fund management support system that cancels the fund transfer request when the cancellation request is received from the agent-side terminal device.
前記資金管理サポートサーバは、前記委任者側端末装置から前記資金移動請求を受信すると、前記資金移動指令を勘定系システムに対して送信する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 4,
Before Symbol cash management support server receives the fund transfer charged by said delegation terminal unit transmits the funds transfer command to the intuition Jokei system, cash management support system.
前記委任者側端末装置は、前記所定期間の内に、前記資金の移動を取り消す取消要求を送信可能であり、
前記資金管理サポートサーバは、前記委任者側端末装置から前記取消要求を受信すると、前記資金移動請求を取り消す、資金管理サポートシステム。 In the fund management support system according to claim 3,
The delegator-side terminal device can send a cancellation request to cancel the transfer of funds within the predetermined period.
The fund management support server is a fund management support system that cancels the fund transfer request when it receives the cancellation request from the delegator-side terminal device.
前記代理人側端末装置は、前記閲覧者側端末装置を設定するための閲覧者設定要求を送信可能であり、
前記資金管理サポートサーバは、前記代理人側端末装置から前記閲覧者設定要求を受信すると、任意の端末装置を前記閲覧者側端末装置として設定するための招待情報を前記任意の端末装置に送信する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 6,
The agent-side terminal device can transmit a viewer setting request for setting the viewer-side terminal device.
When the fund management support server receives the viewer setting request from the agent-side terminal device, the fund management support server transmits invitation information for setting the arbitrary terminal device as the viewer-side terminal device to the arbitrary terminal device. , Money management support system.
前記委任者側端末装置は、前記閲覧者側端末装置の前記情報閲覧要求の権限を解除するための解除要求を送信可能であり、
前記資金管理サポートサーバは、前記委任者側端末装置から前記解除要求を受信すると、前記閲覧者側端末装置に対する前記履歴情報の送信を停止する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 7.
The delegator-side terminal device can transmit a release request for canceling the authority of the information viewing request of the viewer-side terminal device.
The fund management support server is a fund management support system that stops transmission of the history information to the viewer side terminal device when the cancellation request is received from the delegator side terminal device.
後見人によって操作可能とされ、前記資金移動請求を送信可能な後見人側端末装置をさらに備え、
前記資金管理サポートサーバは、前記後見人側端末装置から前記資金移動請求を受信すると、前記資金の移動を実行するための資金移動指令を勘定系システムに対して送信する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 8,
Further equipped with a guardian-side terminal device that can be operated by the guardian and can send the said fund transfer request.
The funds management support server receives the fund transfer charged by the guardian terminal apparatus transmits a fund transfer instructions for performing transfer of the funds for the purpose of intuition Jokei system, cash management support system.
前記後見人側端末装置は、所定期間の内に、前記資金の移動を取り消す取消要求を送信可能であり、
前記資金管理サポートサーバは、前記後見人側端末装置から前記取消要求を受信すると、前記資金移動請求を取り消す、資金管理サポートシステム。 In the fund management support system according to claim 9.
The guardian-side terminal device can send a cancellation request to cancel the transfer of funds within a predetermined period of time.
The fund management support server is a fund management support system that cancels the fund transfer request when the cancellation request is received from the guardian side terminal device.
前記後見人側端末装置は、前記閲覧者側端末装置を設定するための閲覧者設定要求を送信可能であり、
前記資金管理サポートサーバは、前記後見人側端末装置から前記閲覧者設定要求を受信すると、任意の端末装置を前記閲覧者側端末装置として設定するための招待情報を前記任意の端末装置に送信する、資金管理サポートシステム。 In the fund management support system according to claim 9 or 10.
The guardian-side terminal device can transmit a viewer setting request for setting the viewer-side terminal device.
When the fund management support server receives the viewer setting request from the guardian-side terminal device, the fund management support server transmits invitation information for setting the arbitrary terminal device as the viewer-side terminal device to the arbitrary terminal device. Money management support system.
前記資金管理サポートサーバに後見人の申立が登録されると、前記資金管理サポートサーバは、少なくとも前記代理人側端末装置による前記資金移動請求の権限を停止する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 11.
A fund management support system in which, when a guardian's petition is registered in the fund management support server, the fund management support server at least suspends the authority of the fund transfer request by the agent-side terminal device.
前記資金管理サポートサーバに後見人の選任が登録されると、前記資金管理サポートサーバは、前記代理人側端末装置による全ての権限を停止する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 12,
When the appointment of a guardian is registered in the fund management support server, the fund management support server is a fund management support system that suspends all authority by the agent side terminal device.
前記資金移動請求は、領収書または請求書の画像データを含む、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 13.
The fund transfer request is a fund management support system that includes image data of a receipt or invoice.
前記資金管理サポートサーバは、前記資金の移動に関する情報を前記代理人側端末装置及び／又は前記閲覧者側端末装置に通知する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 14,
The fund management support server is a fund management support system that notifies the agent-side terminal device and / or the viewer-side terminal device of information regarding the transfer of funds.
前記資金管理サポートサーバは、前記資金の移動に関する情報を前記委任者側端末装置に通知する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 15,
The fund management support server is a fund management support system that notifies the delegator-side terminal device of information regarding the transfer of funds.
前記資金管理サポートサーバは、前記資金の移動に関する情報を前記後見人側端末装置に通知する、資金管理サポートシステム。 In cash management support system according to any one of claims 9 to 11,
The fund management support server is a fund management support system that notifies the guardian terminal device of information regarding the transfer of funds.
前記代理人側端末装置及び／又は前記閲覧者側端末装置は、前記資金の移動に関する履歴情報をダウンロードするためのダウンロード要求を送信可能であり、
前記資金管理サポートサーバは、前記代理人側端末装置及び／又は前記閲覧者側端末装置から前記ダウンロード要求を受信すると、前記履歴情報をダウンロード可能な状態で前記代理人側端末装置及び／又は前記閲覧者側端末装置に対して送信する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 17,
The agent-side terminal device and / or the viewer-side terminal device can send a download request for downloading historical information regarding the transfer of funds.
When the fund management support server receives the download request from the agent-side terminal device and / or the viewer-side terminal device, the agent-side terminal device and / or the browsing is possible in a state where the history information can be downloaded. A fund management support system that sends information to a terminal device on the user side.
前記資金管理サポートサーバは、前記招待情報を受け取った前記任意の端末装置から所定の情報を受信すると、閲覧権限の承認要求を前記代理人側端末装置に送信する、資金管理サポートシステム。 In the fund management support system according to claim 7.
The fund management support server is a fund management support system that, when receiving predetermined information from the arbitrary terminal device that has received the invitation information, sends an approval request for viewing authority to the agent side terminal device.
前記代理人側端末装置は、前記閲覧権限の承認要求に対して、承認又は却下を前記資金管理サポートサーバに送信する、資金管理サポートシステム。 In the fund management support system according to claim 19.
The agent-side terminal device is a fund management support system that transmits approval or rejection to the fund management support server in response to an approval request for viewing authority.
前記資金管理サポートサーバは、前記招待情報を受け取った前記任意の端末装置から所定の情報を受信すると、閲覧権限の承認要求を前記委任者側端末装置に送信する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 20,
The fund management support server is a fund management support system that, when receiving predetermined information from the arbitrary terminal device that has received the invitation information, sends a request for approval of viewing authority to the delegator side terminal device.
前記委任者側端末装置は、前記閲覧権限の承認要求に対して、承認又は却下を前記資金管理サポートサーバに送信する、資金管理サポートシステム。 In the fund management support system according to claim 21,
The delegator-side terminal device is a fund management support system that transmits approval or rejection to the fund management support server in response to an approval request for viewing authority.
前記資金管理サポートサーバは、前記招待情報を受け取った前記任意の端末装置から所定の情報を受信すると、閲覧権限の承認要求を前記後見人側端末装置に送信する、資金管理サポートシステム。 In the fund management support system according to claim 11.
The fund management support server is a fund management support system that, when receiving predetermined information from the arbitrary terminal device that has received the invitation information, sends an approval request for viewing authority to the guardian side terminal device.
前記後見人側端末装置は、前記閲覧権限の承認要求に対して、承認又は却下を前記資金管理サポートサーバに送信する、資金管理サポートシステム。 In the fund management support system according to claim 23,
The guardian-side terminal device is a fund management support system that transmits approval or rejection to the fund management support server in response to an approval request for viewing authority.
前記資金管理サポートサーバに後見人の申立が登録されると、前記資金管理サポートサーバは、少なくとも、前記委任者側端末装置による、資金の払出請求権限、及び／又は払出請求の取消権限を停止する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 24,
When the guardian's petition is registered in the fund management support server, the fund management support server at least suspends the authority to request the withdrawal of funds and / or the authority to cancel the withdrawal request by the delegator-side terminal device. Money management support system.
前記資金管理サポートサーバに後見人の選任が登録されると、前記資金管理サポートサーバは、前記委任者側端末装置による、追加入金権限、及び／又は全部解約権限を停止する、資金管理サポートシステム。 In the fund management support system according to any one of claims 1 to 25,
When the appointment of a guardian is registered in the fund management support server, the fund management support server is a fund management support system that suspends additional deposit authority and / or all cancellation authority by the delegator side terminal device.
前記資金管理サポートサーバは、
前記代理人によって操作可能とされ、前記資金の移動を請求する資金移動請求を送信可能な代理人側端末装置、
閲覧者によって操作可能とされ、前記資金の移動に関する履歴情報を閲覧する情報閲覧権限を有する閲覧者側端末装置、及び
前記委任者によって操作可能とされ、前記資金移動請求を送信可能な委任者側端末装置、
と通信可能であり、
前記資金管理サポートサーバは、前記委任者側端末装置から閲覧者設定要求を受信すると、任意の端末装置を前記閲覧者側端末装置として設定するための招待情報を前記任意の端末装置に送信する、資金管理サポートサーバ。 A fund management support server for managing the funds delegated by the delegator to the agent.
The fund management support server is
An agent-side terminal device that can be operated by the agent and can send a fund transfer request requesting the transfer of funds.
It is operable by閲list's viewing terminal unit having an information browsing permission to view the history information on the movement of the funds, and
A delegator-side terminal device that is operable by the delegator and capable of transmitting the fund transfer request,
Can communicate with
When the fund management support server receives a viewer setting request from the delegator-side terminal device, the fund management support server transmits invitation information for setting an arbitrary terminal device as the viewer-side terminal device to the arbitrary terminal device . Money management support server.
前記資金管理サポートプログラムは、前記委任者によって操作可能とされ、前記資金移動請求を送信可能な委任者側端末装置に対してその動作を制御させ、及び／又は閲覧者によって操作可能とされ、前記資金の移動に関する履歴情報を閲覧する情報閲覧権限を有する閲覧者側端末装置に対してその動作を制御させ、
前記資金管理サポートプログラムは、前記委任者側端末装置及び前記閲覧者側端末装置と通信可能な資金管理サポートサーバに対して、前記委任者側端末装置から閲覧者設定要求を受信すると、任意の端末装置を前記閲覧者側端末装置として設定するための招待情報を前記任意の端末装置に送信させる、資金管理サポートプログラム。 A fund management support program for managing the funds delegated by the delegator to the agent.
The funds management support program is operable by said authorized agent, said funds transfer according to control its operation against transmittable delegate's terminal device, and / or is operable by the viewer, the Let the viewer-side terminal device that has the information viewing authority to view the history information related to the transfer of funds control its operation.
When the fund management support program receives a viewer setting request from the delegate side terminal device to the fund management support server capable of communicating with the delegator side terminal device and the viewer side terminal device, the fund management support program receives an arbitrary terminal. A fund management support program that causes the arbitrary terminal device to send invitation information for setting the device as the viewer-side terminal device.
前記資金管理サポートサーバは、二次元コード（例えば、ＱＲコード）を生成する、資金管理サポートサーバ。 The fund management support server is a fund management support server that generates a two-dimensional code (for example, a QR code).
前記資金管理サポートプログラムは、前記資金管理サポートサーバに二次元コード（例えば、ＱＲコード）を生成させる、資金管理サポートサーバ。The fund management support program is a fund management support server that causes the fund management support server to generate a two-dimensional code (for example, a QR code).
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| JP2021036516A JP7201724B2 (en) | 2021-03-08 | 2021-03-08 | cash management support system, cash management support server, and cash management support program |
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| JP2018207263A Division JP6876666B2 (en) | 2018-11-02 | 2018-11-02 | Money management support system, money management support server, and money management support program |
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| JP2005301539A (en) | 2004-04-09 | 2005-10-27 | Oki Electric Ind Co Ltd | Individual identification system using face authentication |
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| JP5826567B2 (en) | 2011-09-02 | 2015-12-02 | 株式会社日本総合研究所 | Transfer management system and transfer management method |
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