| 摘要 |
PURPOSE: A financial transaction history check method is provided to enable a customer to store a voice message of no abnormal state in the transaction at a CTI(Computer Telephone Integration) server in checking a financial transaction history when the customer transacts financial services e.g. in an insurance or a stock service so that it can prevent a financial transaction accident. CONSTITUTION: The method comprises steps of a service operator receiving an arbitrary insurance contract application document at a branch office and making a CTI server, installed at a head office, connect a three party phone call, the service operator requesting a customer ID to the customer, asking if the history of the contract is correct and the customer signs an autograph on the contract, the CTI server recording the voice response of the customer at a memory, and the service operator approving the contract by using a terminal if the operator determines that the contract is normal.
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