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储蓄短信业务网点操作培训手册1全国邮政短信业务接入系统储蓄短信业务网点操作培训手册国家邮政局上海华腾软件系统有限公司2006年8月储蓄短信业务网点操作培训手册2目录概述·······························································································································31.1日间交易流程简要说明··································································3键盘操作·······························································································6交易代码·······························································································61.2用户基本交易·············································································71.2.1业务及流程概要描述···········································································71.2.2具体交易操作····················································································71.2.2.1用户加办(交易码:710200)·························································71.2.2.2集团用户加办(交易码:710208)···················································91.2.2.3用户撤办(交易码:710300)······················································101.3用户变更类交易········································································131.3.1业务及流程概要描述··········································································131.3.2具体交易操作···················································································131.3.2.1用户手机号变更(交易码:710203)···············································131.3.2.2用户服务变更(交易码:710204)················································161.3.2.3用户账户别名变更(交易码:710205)··········································191.3.2.4转帐通知(交易码710400)························································221.4网点交易查询···········································································251.4.1业务及流程概要描述··········································································251.4.2具体交易操作···················································································251.4.2.1交易日流水查询(交易码:710301)···············································251.4.2.2交易流水明细查询(交易码:710302)············································271.4.2.3根据账号查加办关系(交易码:710210)·········································301.4.2.4根据手机号查询加办关系(交易码:710211)···································32储蓄短信业务网点操作培训手册概述邮政短信平台业务系统是基于上海华腾公司的TSA+(TopSmartAgentPlus)开发平台构建,是集中式与分散相结合的金融代理业务处理系统。账户短信息业务,是为邮政储蓄用户开通的一种利用手机短信息功能提供账户状态变动、账户余额变动、账户余额查询的服务。为充分利用邮政综合网、金融网已有的设备资源、业务资源,账户短信息业务采用在电子邮政支付前置机基础上改造的方案,在电子邮政支付前置机实现账户短信业务功能。短信息业务在网点的业务受理与电子邮政的网点业务综合考虑,在代理保险、基金系统的统一前端软件中实现。从操作界面上,包括业务控制台、网点操作前端等。1.1日间交易流程简要说明1柜员登陆:由于本系统和代理基金保险系统使用统一的前台,故不再详细说储蓄短信业务网点操作培训手册明,可参考相关文档.登陆界面如图1.1.1:图1.1.1输入正确的机构号,柜员号和柜员密码后,将登录到系统.接着进入”子系统选择菜单”然后,输入或者选择”03”进入邮政账户短信系统储蓄短信业务网点操作培训手册2.办理业务:柜员一旦签到成功后,就可以开始办理中间业务的日间业务。具体操作可参见相关章节的详细介绍,柜员可以如上图所示直接输入交易码进入交易界面或者按”空格(space)”,”【↑】””【↓】”进入系统分类选择菜单进入交易界面,如图:由于中间业务种类繁多,很多交易与机构方联系紧密。邮政只是为第三方代理相关业务,第三方出现异常时,直接导致邮政方交易失败,需区分好错误信息,给用户做好相关的解释工作.3.临时退出储蓄短信业务网点操作培训手册在柜员完成交易或者因故要退出系统时,提供一个临时退出的功能,状态栏提示按F2临时退出系统.如图:键盘操作按键操作发送交易【F4】暂退【F2】确认【Enter】取消【Esc】删除光标当前字符【DEL】删除光标前一个字符【BackSpace】移动光标【↑】【↓】【←】【→】【回车(Enter)】【TAB】清空当前输入域Ctrl+C刷新屏幕Ctrl+A交易代码邮政储蓄业务中间业务平台,对于不同的业务类型,通过交易代码进行分类。暂时提供的业务区分及单位编号如下表所示:交易代码业务类型用户基本交易710200用户加办710300用户撤办储蓄短信业务网点操作培训手册710208集团用户加办查询类720210根据账号查加办关系710211根据手机号查询加办关系710301交易日流水查询710302流水明细查询变更类710203手机号变更710204服务变更710205别名变更710400转账通知1.2用户基本交易1.2.1业务及流程概要描述业务功能及流程描述:包括用户加办,用户撤办两项。1.2.2具体交易操作1.2.2.1用户加办(交易码:710200)储蓄短信业务网点操作培训手册1.2.2.1.1功能描述本交易完成邮政储蓄用户通过手机选择服务类型加办短信业务。交易前提:1.用户账号是否存在。(系统自动检查)2.检查账号+服务类型是否存在。(系统自动检查)3.检查服务类型+手机+别名是否存在。(系统自动检查)4.检查同一账户下同一手机的非空别名是否重复。(系统自动检查)1.2.2.1.2交易界面输入界面:1.2.2.1.3操作流程输入项描述输入界面如图2.2.2.1-1所示。各输入项解释如下:账号:用户账号。折卡标志:直接输入或从菜单中选择:1为折,2为卡。验证方式:0验证用户密码,1综合柜员授权综合柜员授权时不需输入账户密码密码:6位账号密码;通过密码键盘输入。手机号:用户手机号别名:用户自定义账户别名。服务类型:直接输入或从菜单中选择:04取款通知,05代缴代扣通知,06代发工资通知,07转入到帐通知,08账户变动通知,10手机绑定计费类型:01绿卡包月,02绿卡包年免费期:01一个月,02两个月,03三个月,04半年,05一年交易发送描述储蓄短信业务网点操作培训手册相关项输入完成后按“F4”,将交易提交。交易发送后,提示“正在处理数据,请等待”,界面如图2.2.2.1-2所示。输出项描述交易成功后,在提示信息栏内显示交易成功。界面如图2.2.2.1-3所示。打印无打印内容。异常及出错处理若有错误,则会弹出错误信息提示窗口,界面如图2.2.2.1-4所示。并给出具体的错误代码和错误信息。出错后,可根据出错信息,重新输入有关信息,进行交易。1.2.2.2集团用户加办(交易码:710208)1.2.2.2.1功能描述本交易完成邮政储蓄用户通过手机选择服务类型加办短信业务。交易前提:1.用户账号是否存在。(系统自动检查)2.检查账号+服务类型是否存在。(系统自动检查)3.检查服务类型+手机+别名是否存在。(系统自动检查)4.检查同一账户下同一手机的非空别名是否重复。(系统自动检查)1.2.2.2.2交易界面输入界面:1.2.2.2.3操作流程输入项描述储蓄短信业务网点操作培训手册输入界面如图2.2.2.1-1所示。各输入项解释如下:账号:用户账号。折卡标志:直接输入或从菜单中选择:1为折,2为卡。手机号:用户手机号别名:用户自定义账户别名。服务类型:直接输入或从菜单中选择:04取款通知,05代缴代扣通知,06代发工资通知,07转入到账通知,08账户变动通知,10手机绑定,16批加办工资到帐,18批加办余额变动通知,26批加办工资到帐,28批加办余额变动通知,36批加办工资到帐,38批加办余额变动通知,48批加办余额变动通知计费类型:01绿卡包月,02绿卡包年免费期:01一个月,02两个月,03三个月,04半年,05一年交易发送描述相关项输入完成后按“F4”,将交易提交。交易发送后,提示“正在处理数据,请等待”,界面如图2.2.2.1-2所示。输出项描述交易成功后,在提示信息栏内显示交易成功。界面如图2.2.2.1-3所示。打印无打印内容。异常及出错处理若有错误,则会弹出错误信息提示窗口,界面如图2.2.2.1-4所示。并给出具体的错误代码和错误信息。出错后,可根据出错信息,重新输入有关信息,进行交易。1.2.2.3用户撤办(交易码:710300)1.2.2.3.1功能描述本交易完成用户撤销已经加办的短信服务业务。交易前提:用户已加办该服务。1.2.2.3.2交易界面储蓄短信业务网点操作培训手册输入界面:图2.2.2.1-1交易发送界面:图2.2.2.1-2交易成功输出界面:储蓄短信业务网点操作培训手册图2.2.2.1-3交易失败输出界面:图2.2.2.1-41.2.2.3.3操作流程输入项描述输入界面如图2.2.2.1-1所示。各输入项解释如下:账号:用户账号,通过词条读写器或者键盘输入折卡标志:直接输入或从菜单中选择:1为折,2为卡。储蓄短信业务网点操作培训手册验证方式:0验证用户密码,1综合柜员授权综合柜员授权时不需输入账户密码密码:6位账号密码;通过密码键盘输入。手机号:手机号码服务类型:直
本文标题:全国邮政短信业务接入系统
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