加油卡大客戶自助系統(tǒng)操作手冊_范文寫作網(wǎng)功能：為客戶辦理用戶卡額度預(yù)安排或積分預(yù)安排操作。通過此功能系統(tǒng)將該客戶額度帳戶中局部或全部資金（或積分）劃撥到該客戶所屬的用戶卡的備付金帳戶或備付積分帳戶中。

辦理額度預(yù)安排后，客戶可以在大客戶自助系統(tǒng)內(nèi)進(jìn)展圈存操作，或者持卡到本省發(fā)卡網(wǎng)點進(jìn)展圈存操作。

對于多用戶卡，充值后，需要從額度帳上劃撥局部金額到主卡和其他副卡上作為備付金帳，主卡及副卡再從備付金帳上圈存相應(yīng)金額到卡帳和卡錢包中，以備加油消費。

操作步驟：

進(jìn)入“發(fā)卡充值”，選擇“根本業(yè)務(wù)”中的“預(yù)安排”，消失以下畫面。

將用戶卡插入讀卡器（假如是多用戶，必需插入主卡）或取消“插卡查詢”選項輸入卡號之后，點擊“查詢”按鈕，得到該卡的相關(guān)信息；填寫安排金額、安排積分，點擊“確定”按鈕完成對額度帳的預(yù)安排過程。

2.2.2圈存

功能：從客戶用戶卡的備付金帳戶將局部或全部資金劃撥到客戶所屬的用戶卡中；同時將備付積分余額全部劃撥到用戶卡中，詳細(xì)圈存金額由客戶確定。

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操作步驟：

進(jìn)入“發(fā)卡充值”，選擇“根本業(yè)務(wù)”中的“圈存”，消失以下畫面。

將用戶卡插入讀卡器中，點擊“插卡查詢”按鈕，得到與該卡持卡人相關(guān)的客戶名稱、客戶編碼、以及卡號、卡有效期、用戶類型、備付金額等信息；填寫要圈存的金額以后，點擊“圈存”按鈕。

圈存勝利后，才可持卡進(jìn)展消費。

2.3賬單查詢

2.3.1額度帳綜合信息查詢

功能：查詢客戶額度帳戶的信息，及該客戶全部用戶卡的相關(guān)信息。

操作步驟：

進(jìn)入“客戶效勞”，選擇“額度帳綜合信息查詢”，消失以下畫面。

選擇查詢手段（插卡自動查詢、手工輸入查詢），輸入查詢時間的起始時間段，選擇查詢電子油票或積分，選擇查詢卡卡狀態(tài)，點擊

“查詢”按鈕。

在卡帳綜合信息欄中，雙擊某卡號可得到該卡的具體信息。

客服網(wǎng)站業(yè)務(wù)功能與操作手冊

中國石化江蘇石油分公司客服網(wǎng)站是由中國石化江蘇石油分公司建立，為石化客戶供應(yīng)相關(guān)效勞的綜合性網(wǎng)站。網(wǎng)站于2023年4月25日上線，網(wǎng)址.。目前的主要功能有加油卡網(wǎng)上營業(yè)廳，提油卡網(wǎng)上營業(yè)廳，公司業(yè)務(wù)介紹和活動公布等。

網(wǎng)站首頁公布江蘇石油分公司的公司動態(tài)、最新營銷活動等。

網(wǎng)站供應(yīng)在線業(yè)務(wù)詢問及辦理效勞，您只需點擊網(wǎng)站首頁右上角在線詢問圖標(biāo)，就可立即與我們的客服人員進(jìn)展溝通。

1.加油卡相關(guān)功能

1.1用戶注冊用戶注冊分為單位用戶注冊和個人用戶注冊：

為了便于用戶注冊，提高注冊勝利率，在注冊的時候只填寫用戶名和密碼及重復(fù)密碼：

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說明：注冊時用戶需要輸入的信息比擬少，目的是簡化用戶注冊時間，防止由于注冊繁瑣而阻擋局部用戶。

1.1

1.2用戶登錄用戶登錄時，可使用加油卡卡號加注冊密碼，或者用戶名加注冊密碼的方式進(jìn)展登錄。在使用加油卡卡號進(jìn)展登錄，必需使用已經(jīng)在客服網(wǎng)站綁定的主卡卡號：

說明：局部用戶習(xí)慣于記憶自己的加油卡主卡卡號。注冊并勝利綁定加油卡后，系統(tǒng)支持輸入綁定的加油卡中的任意一張，結(jié)合密碼同樣到達(dá)驗證用戶的目的，便利客戶操作。網(wǎng)站會記錄上次本臺機(jī)器登錄過網(wǎng)站的用戶的賬號，便利用戶下次登錄時不用再次輸入。

1.3用戶資料完善用戶首次登錄時，需要對自身的資料進(jìn)展完善，主要是用來對用戶綁定加油卡時，可以對用戶的合法性進(jìn)展校驗，用戶完善的信息必需與用戶在辦理加油卡時所填寫的信息保持全都。

同時，客服網(wǎng)站對企業(yè)用戶和個人用戶區(qū)分，兩者所需要完善的信息，有所不同。

1.3.1個人用戶資料完善

1.3.2企業(yè)用戶資料完善

說明：不同類型的（企業(yè)客戶、個人客戶）用戶輸入的信息不同。這些信息輸入中必填項都是加油卡保定時需要的驗證依據(jù)，填寫要求都在對應(yīng)輸入框的前方，便利用戶輸入時對比。

1.4加油卡綁定1、加油卡驗證：在對既有綁定的加油卡進(jìn)展合法性校驗勝利后，才能連續(xù)綁定加油卡，首次綁定加油卡時，無需校驗。

系統(tǒng)獵取登錄用戶下的主卡信息，以列表展現(xiàn)在頁面。為了便于客戶治理綁定的加油卡，客戶可以通過輸入查詢條件對已經(jīng)綁定的加油進(jìn)展檢索。

用戶也可以在該界面解除對已經(jīng)綁定的加油卡解除綁定。

說明：加油卡綁定及后臺校驗流程如下。

用戶在主卡號框中輸入主卡號碼（后7位）并提交后：

1）系統(tǒng)首先判讀用戶的資料是否完善，資料未完善的用戶，系統(tǒng)提示用戶并跳轉(zhuǎn)至系統(tǒng)完善頁面。

2）系統(tǒng)推斷用戶已綁定卡是否都通過驗證。未通過校驗的卡必需解除綁定后才能連續(xù)對新卡的綁定。

3）系統(tǒng)通過加油卡卡號，推斷是否加油卡卡號。假如不是有效加油卡卡號，綁定失敗。

4）系統(tǒng)通過加油卡卡號，查詢加油卡狀態(tài)，假如不是狀態(tài)有效的加油卡，綁定失敗

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6）系統(tǒng)通過加油卡卡號，查詢主卡對應(yīng)客戶的客戶類型、客戶名稱、客戶有效證件后8位，是否與網(wǎng)站用戶維護(hù)的對應(yīng)信息全都。假如不全都，綁定失敗。

1.5加油卡信息維護(hù)已綁定的的加油卡主副卡的信息維護(hù)。

1.6在線預(yù)安排預(yù)安排流程

1）用戶在主卡列表頁面點擊預(yù)安排按鈕，進(jìn)入到預(yù)安排頁面

2）預(yù)安排步驟分為三步

a)填寫預(yù)安排金額：

為了便于用戶，系統(tǒng)供應(yīng)了，等金額、等余額預(yù)安排，可同時對該頁副卡進(jìn)展金額安排，同時該頁分頁時，最多顯示99條副卡數(shù)據(jù)。

b)確認(rèn)提交：

用戶確認(rèn)填寫無誤后，點擊提交，系統(tǒng)再次對用戶提交的數(shù)據(jù)進(jìn)展校驗，校驗無誤，調(diào)用預(yù)安排接口實現(xiàn)加油卡預(yù)安排功能。

c)完成預(yù)安排

接口調(diào)用完畢，確認(rèn)本批次是否調(diào)用勝利，若失敗，則提示用戶本批次失??；若勝利，則整理該批次內(nèi)具體數(shù)據(jù)信息（勝利或失敗條數(shù)等），生成預(yù)安排結(jié)果。

將該批次預(yù)安排結(jié)果顯示，用戶也可在歷史操作中查詢預(yù)安排結(jié)果。

說明：由于預(yù)安排接口一次只能校驗99條數(shù)據(jù)，所以在填寫預(yù)安排金額頁面，消失的預(yù)安排界面，顯示99條副卡記錄，目的也是便利用戶一次性實現(xiàn)對最多99張副卡的預(yù)安排。

在確認(rèn)提交步驟，系統(tǒng)會檢查：

1）當(dāng)時主卡額度帳是否大于等于全部副卡預(yù)安排的金額總和，否則預(yù)安排失敗。

2）當(dāng)前各個副卡狀態(tài)是否都正常，否則預(yù)安排失敗

為了便利用戶預(yù)安排的填寫，供應(yīng)以下4中預(yù)安排的方式：

1)等金額預(yù)安排：

對全部副卡進(jìn)展批量填寫，填寫的金額一樣，金額由客戶指定。填寫后，客戶還可對局部副卡安排金額進(jìn)展修改。

2)等余額預(yù)安排：

對全部副卡進(jìn)展批量填寫，填寫的金額各不一樣，但安排后全部的副卡余額一樣，副卡余額由客戶指定。填寫后，客戶還可對局部副卡安排金額進(jìn)展修改。

3)預(yù)約預(yù)安排（余額缺乏時預(yù)約安排）

可設(shè)定當(dāng)副卡余額低于商定金額時，由系統(tǒng)自動在次日安排肯定金額。

4)預(yù)約預(yù)安排（商定日期補(bǔ)足余額安排）

可預(yù)約在每月固定日期將副卡余額補(bǔ)足到商定金額，由系統(tǒng)根據(jù)商定進(jìn)展自動安排。

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1.7加油卡充值為便利進(jìn)展網(wǎng)上充值，網(wǎng)站供應(yīng)易捷網(wǎng)、支付寶、財付通、萬商通聯(lián)等渠道的充值鏈接。

1.8充值卡在線充值在使用充值在線充值功能時，既可為自己充值，也可為他人充值。

輸入正確格式的充值卡密碼，點擊確認(rèn)，系統(tǒng)調(diào)用充值卡充值接口，完成充值。

說明：當(dāng)給自己充值時，充值的加油卡可以通過用戶已經(jīng)綁定的加油卡下拉選擇

當(dāng)給他人充值時，用戶可以通過過往充值過的加油卡中選擇一個主卡，也可以手動輸入一個主卡卡號。

用戶輸入客戶名稱，系統(tǒng)會與輸入的加油卡對應(yīng)的客戶名稱進(jìn)展比對，避開誤充值的狀況。

1.9賬單查詢和下載1）系統(tǒng)依據(jù)用戶信息查詢出用戶的主卡，以列表形式展現(xiàn)主卡卡號，供應(yīng)郵件訂閱、查詢賬單操作。

2）用戶進(jìn)展查看操作系統(tǒng)依據(jù)主卡編號查詢出主卡賬單信息，分為已出賬單（按月份），未出賬單，以列表形式展現(xiàn)，供應(yīng)查看操作。

3）用戶點擊未出賬單查看，系統(tǒng)默認(rèn)進(jìn)入余額查詢頁面，同時供應(yīng)充值記錄，預(yù)安排記錄，消費記錄，圈存記錄的查詢?nèi)肟?，以tab頁形式表達(dá)。

系統(tǒng)查詢該主卡余額，積分余額，查詢該主卡對應(yīng)的副卡卡號，卡帳余額，備付金額，卡積分金額，備付積分余額，以表格形式展現(xiàn)。

用戶進(jìn)展充值記錄操作、預(yù)安排記錄操作、消費記錄操作、圈存記錄操作，系統(tǒng)查詢該主卡表和與之對應(yīng)的副卡表，獵取卡號，時間，業(yè)務(wù)類型，金額，余額，地點字段，以表格形式展現(xiàn)。

4）用戶點擊某一月份的已出賬單查詢，默認(rèn)進(jìn)入賬單頁面，同時供應(yīng)交易明細(xì)清單入口，以tab頁形式表達(dá)。系統(tǒng)查詢依據(jù)主卡編號查詢該主卡信息，查詢與之關(guān)聯(lián)的副卡信息，金額等表，獵取相關(guān)字段信息，頁面展現(xiàn)，供應(yīng)excel格式賬單下載。

用戶進(jìn)展交易明細(xì)清單操作，系統(tǒng)依據(jù)該主