Activity management method using chat, and management server

Abstract

To provide a mechanism for managing activities with respect to assets owned by an owner.SOLUTION: An activity management method using chat in which an activity list is stored which requires confirmation from a real estate property owner includes: accepting a selection of the real estate property; accepting a selection of the activity from the activity list; acquiring real estate property information on the activity of the selected real estate property; generating an activity card into which the acquired real estate property information has been input; and posting the activity card to a chat in which messages are exchanged with the owner.SELECTED DRAWING: Figure 32

Description

[Technical Field]

[0001] The present invention relates to an activity management method and a management server using chat. [Background technology]

[0002] JP 2017-224207 A (Patent Document 1) is a background technology in this technical field. This publication states that "When setting rent for a rental property, the system refers to structural information and subjective evaluations of the rental property, allowing self-managed landlords to easily set rents that do not deviate too dramatically from the market rents of similar properties in the surrounding area and that aim for the maximum possible profit. In addition, the system manages ranking information for the real estate agents and sales representatives they request to find tenants for their real estate properties, allowing self-managed landlords to select real estate agents or sales representatives with the appropriate ranking for each rental property when requesting rental mediation. Furthermore, the system stores information on businesses related to repair work and cleaning work required to restore the property to its original condition when the tenant moves out, sorted by rank, making it easy to find a business appropriate for each rental property from among multiple businesses" (see abstract).

[0003] Also, Japanese Patent Application Laid-Open Publication No. 2017-138932 (Patent Document 2) discloses the system including: "an authentication unit 14 that authenticates a system user; an authority granting unit 15 that grants a first authority when the system user authenticated by the authentication unit 14 is a salesperson and grants a second authority different from the first authority when the system user authenticated by the authentication unit 14 is a customer; a customer information registration unit 16 that registers customer information; an ownership information registration unit 17 that registers ownership information by associating the customer information with property information; an ownership information storage unit 18 that stores the ownership information registered by the ownership information registration unit 17; a page generation unit 19 that generates a management web page for each customer; and a simulation execution unit 20 that executes a simulation based on input information." [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Application Publication No. 2017-224207 [Patent Document 2] Japanese Patent Application Laid-Open No. 2017-138932 Summary of the Invention [Problem to be solved by the invention]

[0005] The aforementioned Patent Document 1 describes a system for managing rental income properties. The aforementioned Patent Document 2 describes a system for executing a profitability simulation for investment properties. However, neither of these patent documents considers a method for communicating with customers. Therefore, the present invention provides a mechanism for managing activities regarding assets owned by an owner using chat. [Means for solving the problem]

[0006] In order to solve the above problems, for example, the configurations described in the claims are adopted. [Effects of the Invention]

[0007] According to the present invention, it is possible to provide a mechanism for managing activities regarding assets owned by an owner using chat. Problems, configurations, and effects other than those described above will become apparent from the following description of the embodiments. [Brief explanation of the drawings]

[0008] [Figure 1] 1 is an example of a configuration diagram of an entire asset management system 1. [Figure 2] 1 is an example of a hardware configuration of a management server 101. [Figure 3] 1 is an example of the hardware configuration of an owner terminal 102. [Figure 4] 10 is an example of the hardware configuration of the asset management company terminal 103. [Figure 5]5 is an example of user information 500. [Figure 6] 6 is an example of topic category information 600. [Figure 7] 7 is an example of activity category information 700. [Figure 8] 8 is an example of activity master information 800. [Figure 9] 9 is an example of activity detail information 900. [Figure 10] 10 is an example of message information 1000. [Figure 11] 11 is an example of access token information 1100. [Figure 12] 12 is an example of asset management information 1200. [Figure 13] 13 is an example of a chat screen 1300. [Figure 14] 14 is an example of a topic creation screen 1400. [Figure 15] 15 is an example of an activity detail input screen 1500. [Figure 16] 16 is an example of an activity card preview screen 1600. [Figure 17] 17 is an example of an activity card submission screen 1700. [Figure 18] 18 is an example of an activity denial screen 1800. [Figure 19] 19 is an example of an activity approval screen 1900. [Figure 20] 2 is an example of an activity details screen 2000. [Figure 21] 21 is an example of a notification setting screen 2100. [Figure 22] 22 is an example of an activity list screen 2200. [Figure 23] 23 is an example of an activity details screen 2300. [Figure 24] 24 is an example of an activity master screen 2400. [Figure 25] 25 is an example of an activity master addition screen 2500. [Figure 26] 26 is an example of a chat screen 2600. [Figure 27] 27 is an example of an activity details screen 2700. [Figure 28] 28 shows an example of an activity approval screen 2800 and a denial screen 2850. [Figure 29] 29 is an example of a chat screen 2900 after denial. [Figure 30] 3 is an example of an activity list screen 3000. [Figure 31] 10 is an example of an activity filter screen. [Figure 32] 32 is an example of an asset management screen 3200. [Figure 33] 3 shows an example of an activity card posting process flow 3300. [Figure 34] 3 shows an example of an activity card display and response processing flow 3400. [Figure 35] 3 shows an example of an owner verification response reception process flow 3500. [Figure 36] 36 shows an example of an activity card list display process flow 3600. DETAILED DESCRIPTION OF THE INVENTION

[0009] Hereinafter, an embodiment will be described with reference to the drawings. FIG. 1 is an example of a configuration diagram of an entire asset management system 1. The asset management system 1 comprises a plurality of owner terminals 102 and a plurality of asset management company terminals 103, each of which is connected to a management server 101 via a network. The network may be wired or wireless, and each terminal can send and receive information via the network. The owner terminal 102 is a terminal used by an owner of an asset such as an investment property. The asset management company terminal 103 is a terminal used by the asset management company that manages assets.

[0010] Each terminal and management server 101 of the asset management system 1 may be, for example, a portable terminal (mobile terminal) such as a smartphone, tablet, mobile phone, or personal digital assistant (PDA), or may be a wearable terminal such as glasses, a wristwatch, or clothing. They may also be stationary or portable computers, or servers located on the cloud or a network. In terms of functionality, they may be VR (Virtual Reality) terminals, AR terminals, or MR (Mixed Reality) terminals. Or, they may be a combination of multiple of these terminals. For example, a combination of one smartphone and one wearable terminal can logically function as a single terminal. Other information processing terminals may also be used.

[0011] Each terminal and management server 101 of the asset management system 1 includes a processor that executes an operating system, applications, programs, etc., a main storage device such as RAM (Random Access Memory), an auxiliary storage device such as an IC card, hard disk drive, SSD (Solid State Drive), flash memory, etc., a communication control unit such as a network card, wireless communication module, or mobile communication module, input devices such as a touch panel, keyboard, mouse, voice input, and input based on motion detection captured by a camera unit, and output devices such as a monitor or display. Note that the output device may also be a device or terminal that transmits information to be output to an external monitor, display, printer, device, etc.

[0012] The main memory stores various programs, applications, etc. (modules), and the processor executes these programs and applications to realize the various functional elements of the overall system. These modules may be implemented in hardware, such as by integration. Each module may be an independent program or application, or may be implemented as a subprogram or function within a single integrated program or application.

[0013] In this specification, each module is described as the entity (subject) that performs the processing, but in reality, the processing is carried out by a processor that processes various programs, applications, etc. (modules). Various databases (DBs) are stored in the auxiliary storage device. A "database" is a functional element (storage unit) that stores a set of data so that it can accommodate any data manipulation (e.g., extraction, addition, deletion, overwriting, etc.) from a processor or an external computer. There are no limitations on how the database is implemented; for example, it can be a database management system, spreadsheet software, or a text file such as XML or JSON.

[0014] FIG. 2 shows an example of the hardware configuration of the management server 101. The management server 101 is configured, for example, by a server placed on a cloud. The main memory device 201 stores programs and applications such as an activity management module 211, a data registration management module 212, and an asset registration management module 213, and the processor 203 executes these programs and applications to realize each functional element of the management server 101.

[0015] The activity management module 211 provides a chat function between the owner terminal and also manages activities related to assets such as real estate owned by the owner. While the following describes activity management for real estate properties, it can be applied to a wide range of asset management, including movable property such as automobiles, jewelry, and jet planes, as well as financial assets such as stocks, securities, and savings.

[0016] Activities are various matters that require confirmation from the owner regarding assets such as managed real estate properties. For example, activities include reports on moving out, tenant recruitment, restoration to original condition, construction, renewal, income and expenditure reports, demands for delinquent payments, taxes, repair proposals, sales appraisal proposals, and other matters that require reporting, proposals, or notification to the owner and obtaining confirmation or approval from the owner. The term "confirmation" may also be used to mean confirmation and approval.

[0017] The data registration and management module 212 registers and manages user information, activity-related information, and the like. The asset registration management module 213 registers and manages information about assets owned by the owner or asset management company in asset management information 1200. The asset registration management module 213 also works in conjunction with the owner asset management module 310 of the owner terminal 102 to display the asset information on the owner terminal.

[0018] In this embodiment, the activity management module 211 provides the chat function, but the chat function may be provided by a separately configured chat management module. Also, the chat function may be implemented as being provided by a chat management module of a chat management server configured separately from the management server 101. The asset registration management may be implemented as being provided by an asset registration management module of an asset information management server configured separately from the management server 101 .

[0019] The auxiliary storage device 202 includes a main DB 220 . The main DB 220 stores user information 500, topic category information 600, which is information related to activities, activity category information 700, activity master information 800, activity detail information 900, message information 1000, which is information related to chats, access token information 1100, which is information related to authentication, and asset management information 1200, which is information related to assets to be managed.

[0020] FIG. 3 shows an example of the hardware configuration of the owner terminal 102. The owner terminal 102 is configured as a terminal such as a smartphone, a tablet, a notebook PC, or a desktop PC. The main memory device 301 stores programs and applications such as an owner asset management module 310, and the processor 303 executes these programs and applications to realize the various functional elements of the owner terminal 102.

[0021] The owner asset management module 310 works in conjunction with the asset registration management module 213 of the management server 101 to display property information, current value, cash flow, etc. of assets such as real estate owned by the owner. The auxiliary storage device 302 stores owner asset management information 320, which is information about assets owned by the owner.

[0022] FIG. 4 shows an example of the hardware configuration of the asset management company terminal 103. The asset management company terminal 103 is configured as a terminal such as a smartphone, tablet, notebook PC, or desktop PC. The main memory device 401 stores programs and applications such as a management company asset management module 410, and the processor 403 executes these programs and applications to realize the various functional elements of the asset management company terminal 103.

[0023] The management company asset management module 410 cooperates with the asset registration management module 213 of the management server 101 to transmit property information, revenue information, etc. of assets such as real estate managed by the asset management company to the management server 101. It also receives confirmation information, etc. regarding the owner's activity with respect to real estate properties. The auxiliary storage device 402 stores management company asset management information 420, which is information about assets managed by the asset management company.

[0024] 5 to 12 show various types of information stored in the management server. All or part of this information is assumed to be stored in a JSON format file, but this is not limited to this. It may also be configured to be stored in a relational database or a non-relational database. FIG. 5 is an example of user information 500. The user information 500 stores information about users whose activities are managed by the activity management module 211. For example, information about real estate owners and the like is stored.

[0025] The user information 500 includes a user ID 501, a user display ID 502, a job title 503, a location 504, an attribute tag 505, and the like, and values ​​such as those shown as sample values ​​540 are input for the respective field names 530. The user ID 501 is a unique ID such as an automatically generated hash value, and is a primary key referenced by other information.

[0026] The user display ID 502 is the ID of the user to be displayed on the screen of the management server 101, the owner terminal 102, etc., and is an automatically generated unique ID such as USER-1234, for example. The position 503 indicates the position or role of the user. Location 504 indicates the user's location, language, region, etc. The attribute tag 505 indicates a tag attached to the attribute of each user. For example, a tag can be attached to indicate that the user is from the Tokyo office or that the user is from Shibuya Ward.

[0027] FIG. 6 is an example of topic category information 600. The topic category information 600 stores a list of topics (items) to which conversations exchanged in chat belong. The topic category name 601 indicates the content of the topic. For example, topics such as move-out reports, tenant recruitment, restoration to original condition, construction, renewal, income and expenditure reports, delinquent payment reminders, taxes, repair proposals, and sales appraisal proposals are stored. The topic category ID 602 ​​is a unique ID assigned to each topic, and is stored as a hash value, for example.

[0028] FIG. 7 is an example of activity category information 700. The activity category information 700 stores a list of categories to which each activity used by the activity management module 211 belongs. The activity category name 701 indicates the type to which the activity card belongs. For example, expense approval, rental condition approval, etc. are stored. The activity category ID 702 is the ID of the category, is a primary key referenced from other information, and is an automatically generated unique ID.

[0029] FIG. 8 is an example of activity master information 800. The activity master information 800 stores the details of each activity. Information on commonly used activities is stored in advance, but users or administrators can also add new activities. The activity master name 801 indicates the name of the activity master. When entered by the user, the name can be freely written.

[0030] The activity master type 802 indicates the type of activity master. It is selected from preset values, and for example, approval, notice, contract, etc. are stored. The approval type (Approval) is to send an approval request to obtain approval of the confirmation items from the owner. An input of approval (Approval) or denial (Decline) is accepted from the owner. The notice type (Notice) is to send a confirmation request to the owner to confirm the confirmation items. An input of a confirmation button is accepted from the owner. The contract type (Contract) is to send an electronic approval request to obtain electronic approval from the owner. An input of electronic approval using an electronic contract service is accepted from the owner. The activity category ID 803 indicates the category of the activity, and references the value of the activity category ID 702 in the activity category information 700. The activity master purpose 804 indicates the purpose of the activity master, and can be freely described by the user or administrator.

[0031] The title 805 indicates the title to be used in chat messages sent in relation to the activity. The title can be freely written. Content 806 indicates the content of the chat message sent in relation to the activity. Predetermined content is entered, but you can also enter your own content. For example, as shown in sample value 823, for expenses, room cleaning costs, wallpaper replacement costs, tatami mat replacement costs, door lock replacement costs, etc. are entered as predetermined content examples. The destination user 807 indicates the user to whom the activity card is to be sent.

[0032] Attachment 808 indicates the path to the file to be sent as an attachment. The display ID 809 is the ID of the activity to be displayed on the screen of the management server 101, the owner terminal 102, etc., and is an automatically generated unique ID such as ACT-1234. The activity master ID 810 indicates a unique ID generated for the activity master. The deletion flag 811 indicates whether the activity master has been deleted.

[0033] FIG. 9 is an example of the activity detail information 900. The activity detail information 900 stores detailed information about each activity. The activity message content 901 indicates the content of the activity. The message is updated and stored by inputting the amount, adding a description, etc. to the information called up from the activity master. For example, in the case of sample value 940, the amounts are input and stored as expenses for room cleaning costs, wallpaper replacement costs, tatami mat replacement costs, and door lock replacement costs read from the activity master content 806.

[0034] These amounts may be entered by the user or administrator, or the data registration management module 212 or the asset registration management module 213 may obtain the owner's past activity on the same real estate property and past asset management information from past information stored in the main DB 220, such as asset management information 1200, and enter the amounts based on this information. In addition, values ​​may be entered based on information not only about real estate properties owned by the same owner, but also about identical properties owned by other owners, properties similar to the property being input, properties surrounding the property being input, etc.

[0035] The activity message sending date 902 indicates the date and time when the message corresponding to the activity was sent. The status 903 indicates the status of the activity, such as approved or rejected. The user ID 904 indicates the user who sent the activity.

[0036] The activity master ID 905 indicates the ID of the activity master, and refers to the activity master ID 810 in the activity master information 800. The message ID 906 is an ID indicating a message sent in response to an activity, and the message ID 1007 in the message information 1000 is referenced.

[0037] FIG. 10 is an example of message information 1000. The message information 1000 stores the contents of messages sent and received on the chat. The message content 1001 indicates the content of the message. For example, as in the example of sample value 1040, the message exchanged with the owner is stored. The user type 1002 indicates the type (attribute) of the user who sends the message. For example, a PM (Property Management Company) operator, an owner, etc. are stored. The expansion area 1003 is an area that can be expanded freely.

[0038] The read date and time 1004 stores the timestamp of the date and time when the message was read. The sender ID 1005 indicates the ID of the user who sent the message. The value of the user ID 501 in the user information 500 is input and referenced, or the value of the token ID 1102 in the access token information 1100 is input and referenced. The topic category 1006 indicates which topic the message belongs to, and refers to the value of the topic category ID in the topic category information 600. The message ID 1007 indicates a unique ID generated for each message.

[0039] FIG. 11 is an example of access token information 1100. The access token information 1100 is a token used for authenticating a user. The authentication token 1101 indicates a randomly generated token. The token ID 1102 is an automatically generated unique ID and a primary key.

[0040] FIG. 12 is an example of the asset management information 1200. The asset management information 1200 stores information about assets such as real estate owned by an owner and assets such as real estate managed by an asset management company. For example, it stores information that identifies assets, such as an asset ID 1201, a name 1202, an address 1203, and an asset type 1204, as well as revenue information, present value, cash flow, and the like for these assets. The asset management information 1200 stores information about a large number of assets using a relational database or the like, but the storage format is not limited to this.

[0041] FIG. 13 is an example of a chat screen 1300. The activity management module 211 of the management server 101 displays a list of chat exchanges 1303 about each property owned by a specific owner 1302 among information 1301 about a plurality of owners that it manages. When the activity management module 211 receives an instruction from a user to display a specific property, it displays chat conversations about the specific property in a chat window 1310. In the chat window 1310, a message 1304 from an operator who operates the management server 101 and a response message 1305 from the owner are displayed in a chat format.

[0042] The operator can create chat rooms with multiple topics for the owner. For example, topics can be freely created, such as "Regarding taxes" or "Regarding repairs to property A." When the operator selects an owner and clicks the create topic button 1330, a topic creation screen 1400 is displayed. If the operator wishes to contact the owner for confirmation of approval, notification, contract, or the like, he or she selects the activity creation button 1320 and performs the activity card submission process.

[0043] FIG. 14 is an example of a topic creation screen 1400. When the operator presses the topic creation button 1330 , the activity management module 211 displays a topic creation screen 1400 . On the topic creation screen 1400, the operator inputs a topic 1401 and selects a target topic from a topic category 1402. Note that the corresponding topic name may be automatically input to the topic 1401 in response to the selection of the topic category 1402. The activity management module 211 accepts the selection of the target asset from the operator. The operator selects the asset owned by the owner from the asset selection area 1403 using a pull-down menu.

[0044] FIG. 33 shows an example of an activity card posting process flow 3300. When an operator operating management server 101 needs to confirm with the owner of a real estate property, activity management module 211 generates an activity card and makes an inquiry to the owner via chat. Note that the configuration may be such that inquiries are made not only by the operator of management server 101 but also by an operator of the asset management company via activity management module 211 using management company asset management module 410.

[0045] When the operator presses the activity creation button 1320, the activity management module 211 displays the activity selection screen 1550 (step 3310). The activity management module 211 receives the selection of an activity from the operator (step 3320). The parts in bold 1551 and the like are activity categories and are predefined by the system. The parts in thin type 1552 are predefined by the system, but can be edited by the operator, and new activities can also be added.

[0046] Note that when a topic category 1402 is selected, the activity management module 211 may be configured to display a pop-up screen containing only a list of activities belonging to this topic category. For example, when the topic category 1402 "Leasing" is selected, an activity selection screen 1550 pops up, and activities 1552 such as "Approval for Leasing criteria," "Property inquiries," "Application notice," and "Application approval" under Leasing 1551 are displayed as selectable activities, and the operator can select an activity. After selecting a category, the user may select the content to be confirmed according to the category, such as "approval of conditions for tenant recruitment," confirmation of conditions for tenant recruitment, approval, notification, contract, etc.

[0047] The activity management module 211 displays the activity detail input screen 1500 for the selected activity (step 3330), and accepts the input of detailed information from the operator (step 3340). FIG. 15 shows an example of an activity detail input screen 1500. The activity title 1510 is a title that gives an overview of the activity. Property information 1501 shows property information, which can be changed on this screen. The target room number 1502 indicates the target room in the property that belongs to the owner. Message 1503 describes the content of the message that you want to convey to the user along with the delivery of the activity card. Attachments 1504 indicate attachments to be sent with the activity card.

[0048] The title of the inquiry is displayed in the inquiry title 1512. The inquiry content 1511 is where the content for which the owner's confirmation is desired is entered, along with numerical information for confirmation. For example, the example of the activity detail input screen 1500 shows an input for the activity of "obtaining approval for occupancy conditions." As occupancy conditions in the inquiry content 1511, amounts, figures, and text such as rent, management fee, security deposit, key fee, key money, advertising, etc. are entered and approved by the owner. Past information about the corresponding property stored in the asset management information 1200 is retrieved and input into this inquiry content 1511. It is also possible to overwrite and update the input information.

[0049] Alternatively, information on the occupancy conditions of other rooms in the same real estate property managed by the asset registration management module 213 can be obtained from the asset management information 1200, and the activity management module 211 can analyze this information to present new occupancy conditions adjusted based on the occupancy conditions of other rooms in the same property. In this case, only the parts that differ from the previous occupancy conditions are highlighted by changing the color, etc., and the proposal is made to the owner, who is asked to confirm. For example, if the previous rent was 101,000 yen and the rent for another room has increased to 103,000 yen, the user can rewrite the proposed rent to 103,000 yen, generate an activity card with the proposed rent highlighted in red, and ask the owner for approval.

[0050] Other methods include determining the proposed rent from the average rent of similar properties in the same area, or determining the proposed rent based on the increase or decrease in rent from the past to the present. In this embodiment, multiple assets managed by multiple asset management companies are managed in a unified manner by the management server 101, and based on the integrated information spanning multiple properties, inquiries can be revised and proposals can be made for confirmation by the owner.

[0051] When the send button 1520 is pressed, the activity management module 211 generates an activity card based on the input information and the information called from the asset management information and input (step 3350). If necessary, a pre-send confirmation screen may be displayed. When the operator confirms the content of the activity card, the activity management module 211 posts the generated activity card to the chat where messages are exchanged with the owner (step 3360).

[0052] FIG. 17 shows an example of an activity card submission screen 1700. In a chat where messages are exchanged between the owner and the operator, an activity card 1702 is posted along with a message 1701 from the operator. The content entered in message 1503 on the activity detail input screen 1500 is posted and displayed as chat message 1701. Note that the operator can also enter a message in a normal chat. The activity card 1702 includes an activity title 1703, a display ID 1704, a content 1705, and an attachment 1706. These pieces of information are stored in the corresponding items of the activity master information 800.

[0053] When sending and receiving activity cards via chat, the activity card on the chat screen on the owner's side displays an Approve button 2720 and a Deny button 2730, but the Approve button and Deny button are not displayed on the chat screen on the operator's side. In the case of chat, the same message is usually displayed on both the sending and receiving sides, but in this embodiment, since the operator does not approve or deny, the Approve and Deny buttons are not displayed on the operator's side to avoid confusion. However, it is also acceptable to display these buttons on the operator's side.

[0054] FIG. 18 is an example of an activity denial screen 1800. This is an example of a screen that is displayed after the owner selects "Decline" on the confirmation button 1707 and performs the activity card display and response process 3400. The activity management module 211 displays the comment entered by the owner when denying the request as a chat message 1801. The activity management module 211 also displays the details and reasons for the denial as a reply screen 1802.

[0055] FIG. 19 is an example of an activity approval screen 1900. This is an example of a screen that is displayed after the owner selects Approve on the confirmation button 1707 and performs the activity card display and response process 3400. The activity management module 211 displays the approved content as a response screen 1901. When approving, the owner is not required to enter a comment, so no message is displayed and only a message indicating that the request has been approved is displayed. However, the owner may optionally enter a comment, which is posted as a message in the chat.

[0056] FIG. 35 shows an example of an owner verification response reception process flow 3500. The activity management module 211 receives the answer information (answer screen) sent on the chat by the owner asset management module 310 of the owner terminal 102 (step 3510). The activity management module 211 analyzes and captures the response information (step 3520), and updates the status 903 of the activity detail information 900 based on the content of the response information (step 3530).

[0057] FIG. 20 is an example of an activity details screen 2000. View detailed information about activities that have been submitted or that have been approved, rejected, or confirmed by the owner. The activity details screen 2000 displays the activity history 2001 of the exchanges between the owner and the user up to now, including the owner's confirmation 2004, an activity card 2003, and activity details 2002.

[0058] FIG. 21 is an example of a notification setting screen 2100. The activity management module 211 displays a notification when a message or a confirmation response is sent from the owner for an activity in the category selected in the notification category 2101 .

[0059] FIG. 22 is an example of an activity list screen 2200. FIG. 36 shows an example of an activity card list display process flow 3600. The activity list screen 2200 is displayed when an activity list display button 2201 is selected. The activity management module 211 accepts conditions for narrowing down the list of activities to be displayed (step 3610). For example, narrowing down can be performed based on information such as the owner name 2202, category name 2203, activity name 2204, status 2205, read / unread 2206, and creation date 2207.

[0060] The activity management module 211 obtains the corresponding activity information from the activity master information 800 and the activity detail information 900 in accordance with the narrowing down conditions (step 3620). The activity management module 211 displays the acquired information on the activity list screen 2200 (step 3630).

[0061] The example of the activity list screen 2200 displays a list of leasing-related activities for a specific owner. Of the multiple real estate properties 2211 owned by this owner, those with a category 2212 of leasing are extracted, and the current status 2214 of each activity 2213 is displayed in a list. According to this embodiment, it is possible to display and manage a list of the current status of each activity while communicating with the owner in conjunction with chat, making it easier and more efficient for the operator to perform real estate management tasks.

[0062] FIG. 23 is an example of an activity details screen 2300. The activity details screen 2300 is displayed when a specific activity is selected from the activity list screen 2200. The activity history 2302, owner confirmation status 2304, and activity details 2303 of the selected activity are displayed.

[0063] FIG. 24 is an example of an activity master screen 2400. An operator of the management server 101 can tally up activities by activity category. For activities filtered by the same conditions as those on the activity list screen 2200, the activity management module 211 acquires corresponding activity information from the activity master information 800 and the activity detail information 900, and tallys and displays the information for each activity master item 2401. The number of sent items 2402, the number of items approved by the owner 2403, the number of items confirmed by the owner 2404, etc. are tallied and displayed.

[0064] FIG. 25 is an example of an activity master addition screen 2500. When the operator clicks the activity master add button 2405 , the activity management module 211 displays an activity master add screen 2500 . The activity management module 211 has a plurality of activity information registered in advance, but the operator can add any activity he or she desires. The activity management module 211 accepts input of an activity name 2501 , an activity category 2502 , an activity type 2503 , a purpose 2504 , a message 2505 , a title 2506 , and a content 2507 , and adds the information to the activity master information 800 . The activity type 2503 includes, for example, approval, notice, contract, etc., and is selected depending on the content of the confirmation request to be sent to the owner.

[0065] FIG. 16 is an example of an activity card preview screen 1600. When the operator clicks on the preview button 2508 , the activity management module 211 displays the activity card preview screen 1600 . The activity card 1601 has an inquiry content 1602 and a confirmation button 1603 . In the inquiry content 1602, amounts, figures, text, etc. to be confirmed by the owner are entered for each item of the inquiry content 1511 on the activity details input screen 1500. The activity management module 211 uses, as confirmation buttons 1603, "Approve / Reject" buttons according to the content of the activity, as well as "Confirm" buttons and "Contract" buttons for proceeding to electronic contracting.

[0066] 26 to 32 are examples of screens displayed on the owner terminal 102. FIG. FIG. 26 is an example of a chat screen 2600. The owner asset management module 310 of the owner terminal 102 cooperates with the activity management module 211 of the management server 101 to provide a chat function between the owner and the operator. A chat screen 2600 displays a message 2601 from the operator and a message reply 2602 from the owner.

[0067] An activity card 2604 generated by an operator's operation is posted to the chat together with the operator's message 2603 and displayed on the chat screen 2600. When details 2610 is selected, the owner asset management module 310 displays an activity details screen 2700. In the chat, an attachment 2611 is sent along with the activity card 2604.

[0068] FIG. 27 is an example of an activity details screen 2700. The activity details screen 2700 includes a topic 2701 , an activity title 2702 , a property name 2703 , a status 2704 , a message 2705 , an inquiry 2710 , an attachment 2711 , an approve button 2720 , and a deny button 2730 . The contents of the activities and activity cards described above are entered in each. When the owner presses the approve button 2720, the owner asset management module 310 displays an activity approve screen 2800. When the owner presses the deny button 2730, the owner asset management module 310 displays an activity deny screen 2850.

[0069] FIG. 28 shows an example of an activity approval screen 2800 and a denial screen 2850. After reconfirming the inquiry content 2810, if the owner approves the request as is, he / she taps the approve button 2820. If the owner does not approve the request, he / she taps the reject button 2830. If the request is denied, a message input field 2801 is made a required input field to request the owner's comments in order to notify the reason for the denial.

[0070] FIG. 29 is an example of a post-denial chat screen 2900. In the case of denial, the owner asset management module 310 posts the message 2901 entered in the message input field 2801 to the chat, and posts a reply screen or reply information 2902 to the chat. In this way, by posting the reason for denial entered along with the denial of the activity card as a chat message, communication between the operator and the owner can be made smooth. The reply screen displays information such as a topic 2903, an activity title 2904, and the like, as well as the owner's reply status 2905.

[0071] FIG. 34 shows an example of an activity card display and response processing flow 3400. The owner asset management module 310 displays the chat message related to the activity card sent from the activity management module 211 of the management server 101 (step 3410). The owner asset management module 310 displays the activity card on the chat (step 3420).

[0072] The owner asset management module 310 receives from the owner a selection of approval, denial, confirmation, etc. for the activity (step 3440). If the answer is denial (Yes in step 3440), the message input field 2801 is made a required input field, and the owner's message input is received (step 3450). As a result of these inputs, the owner asset management module 310 generates a response screen (response information) for the activity (step 3460), and posts the response screen to the chat between the operator and the owner (step 3470).

[0073] FIG. 30 shows an example of an activity list screen 3000. The owner asset management module 310 acquires information on the corresponding activity from the activity management module 211 of the management server 101 based on the narrowing down condition 3001 for the activity. The owner asset management module 310 displays a list of acquired activity information 3003, 3004, and 3005. It also displays a summary 3002 of the current status. In this way, by displaying activity information indicating confirmation items for multiple assets managed by the management server 101 together on the owner terminal 102, the owner can easily manage multiple assets.

[0074] FIG. 31 is an example of an activity filter screen. When the owner asset management module 310 receives a selection of the narrowing down conditions 3001 from the owner, it displays an activity filter screen or displays similar information in a pull-down format to receive the selection of an item from the owner.

[0075] FIG. 32 is an example of an asset management screen 3200. The owner asset management module 310 of the owner terminal 102 displays information on a plurality of assets 3203 owned by the owner on an asset management screen 3200 in a consolidated manner. The owner asset management module 310 tally and displays asset information 3202 such as the total present value 3201 of a plurality of assets 3203, 3204, 3205, etc., and cash flow.

[0076] Typically, when a company has a large number of real estate or other assets, it has multiple asset management companies, and the management methods and confirmation matters that arise for each asset, such as approvals and verifications, are communicated in different ways depending on the asset management company. According to this embodiment, the management server 101 receives and integrates confirmation items from the asset management company terminals 103 owned by each of the multiple asset management companies via a platform provided by the management server 101, and notifies the owner in the form of an activity card in a chat in accordance with a set format called an activity. Responses to each activity are accepted via chat, and the activity master information 800 and activity detail information 900 in the management server 101 are managed and updated, allowing the status of multiple assets owned by the owner to be centrally managed by the management server 101.

[0077] By simply introducing the owner asset management module 310, which operates in conjunction with the activity management module 211 of the management server 101, owners can manage multiple assets using a centrally managed screen and method, rather than having to deal with multiple assets and multiple asset management companies in different ways. In addition, approvals, confirmations, and other matters that arise for multiple assets can be handled through real-time inquiries via chat, allowing owners to interact with an operator and approve or confirm, making this a very user-friendly service for owners.

[0078] The present invention is not limited to the above-described embodiments and includes various modifications. For example, the above-described embodiments have been described in detail to clearly explain the present invention, and the present invention is not necessarily limited to those including all of the described configurations. Furthermore, it is possible to replace part of the configuration of one embodiment with the configuration of another embodiment, or to add the configuration of another embodiment to the configuration of one embodiment. Furthermore, it is possible to add, delete, or replace part of the configuration of each embodiment with other configurations.

[0079] Furthermore, the above-described configurations, functions, processing units, processing means, etc. may be partially or entirely implemented in hardware, for example, by designing them as integrated circuits. The above-described configurations, functions, etc. may also be implemented in software, with a processor interpreting and executing a program that implements each function. Information such as the programs, tables, and files that implement each function can be stored in a memory, a recording device such as a hard disk or SSD (Solid State Drive), or a recording medium such as an IC card, SD card, or DVD.

[0080] In addition, the control lines and information lines shown are those that are considered necessary for the explanation, and do not necessarily show all the control lines and information lines in the product. In reality, it can be assumed that almost all components are interconnected. The above-described embodiments disclose at least the configurations described in the claims. [Explanation of symbols]

[0081] 1...asset management system, 102...owner terminal, 103...asset management company terminal, 211...activity management module, 212...data registration management module, 213...asset registration management module, 310...owner asset management module, 410...management company asset management module

Claims

1. An activity management method using chat, comprising: It remembers the list of activities that need to be confirmed with the property owner, Accept the selection of the real estate property; Accepting a selection of the activity from the activity list; obtaining property information regarding the activity for the selected property; Generate an activity card by inputting the acquired real estate property information; Posting the activity card to a chat room where messages are exchanged between the owner and the activity card owner. An activity management method comprising:

2. 2. The activity management method according to claim 1, The real estate property information includes information regarding the price of the real estate property, Enter the amount information into the activity card An activity management method comprising:

3. 3. The activity management method according to claim 1, further comprising: There are approve and deny buttons corresponding to the activity card; The button displayed in the chat accepts a selection of approval or rejection of the activity from the owner. An activity management method comprising:

4. 4. The activity management method according to claim 3, If a denial decision is received from the owner, The reason for denial is accepted, and the reason for denial is posted as a message to the chat. An activity management method comprising:

5. 5. The activity management method according to claim 3, further comprising: Store the date and time when the activity was approved or denied. An activity management method comprising:

6. The activity management method according to any one of claims 3 to 5, Acquire information about predetermined activities for a plurality of real estate properties owned by the owner, and display a list of approval or denial statuses for the predetermined activities for the plurality of real estate properties. An activity management method comprising:

7. a management server, a storage means for storing real estate property information and a list of activities that require confirmation from the owner of the real estate property; an input means for accepting a selection of the real estate property and accepting a selection of the activity from the activity list; activity management means for acquiring real estate property information relating to the activity of the selected real estate property, generating an activity card containing the acquired real estate property information, and posting the activity card to a chat room where messages are exchanged between the owner and the activity card; A management server comprising:

8. 8. The management server according to claim 7, The real estate property information includes information regarding the price of the real estate property, Enter the amount information into the activity card A management server comprising:

9. 9. The management server according to claim 7, There are approve and deny buttons corresponding to the activity card; The activity management means receives a selection of approval or rejection of the activity from the owner using the button displayed in the chat. A management server comprising:

10. 10. The management server according to claim 9, If a denial decision is received from the owner, The reason for denial is accepted, and the reason for denial is posted as a message to the chat. A management server comprising:

11. 11. The management server according to claim 9, The storage means stores the date and time when the activity is approved or denied. A management server comprising:

12. The management server according to any one of claims 9 to 11, Obtaining information about predetermined activities for a plurality of real estate properties owned by the owner, and displaying a list of approval or denial statuses for the predetermined activities for the plurality of properties. A management server comprising:

13. A program for causing a management server to execute each step of the activity management method according to any one of claims 1 to 6.

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