Cloud connection type insurance or support information retrieval system
The cloud-connected system addresses format diversity and user comprehension issues by updating and standardizing search results, offering AI-driven knowledge and education, thus facilitating efficient and accurate searches for public insurance and support services.
Patent Information
- Application Number
- JP2023190957
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-11-08
- Publication Date
- 2025-05-20
- Estimated Expiration
- 2043-11-08
AI Technical Summary
Existing systems fail to provide an easy-to-use search method for subsidies and grants, as they do not address the variety of formats in which information is published and do not suggest appropriate actions based on user needs, leading to difficulty in comprehending and utilizing public insurance and support services.
A cloud-connected information retrieval system that periodically updates and stores information from various formats, allows specific search procedures, and outputs results in a unified form, incorporating a knowledge base for real-time AI answers and a learning management base for user education.
Enables timely, user-friendly searches with standardized results, improves user literacy through AI-driven knowledge delivery, and supports sales activities by providing accurate and unified search reports, enhancing corporate value and customer satisfaction.
Smart Images

Figure 2025078408000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to a novel cloud-connected insurance or support information search system. [Background technology]
[0002] In recent years, information on public insurance, pensions, subsidies, grants, and other support provided by relevant government ministries and agencies and external organizations has been made publicly available on the Internet through official websites, allowing users to access the information at any time. As a result, private consulting firms and others are building their own search systems that combine databases and servers to collect, store, and archive the information made public on these public sites, and are providing a variety of services to their clients. The following patent documents disclose and propose a cloud-connected information search system that proposes subsidies and grants to customers. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Patent Publication No. 2001-216426 [Patent Document 2] Patent Publication No. 2002-117189 [Patent Document 3] Patent No. 6890803 [Patent Document 4] Patent Publication No. 2022-160681
[0004] Patent Document 1 proposes a subsidy / fund diagnostic system that combines a search database with a server device that executes a search program. The search database includes a diagnostic information table, a diagnostic result table, and a subsidy / fund summary table, and information on subsidies / funds is stored in the subsidy / fund summary table of the search database. Furthermore, Patent Document 2 proposes a subsidy utilization consulting system in which a client device accesses a server device, questions are asked to the client, and based on the client's answers, information stored in a database is searched to determine whether there are any subsidies for which the client can apply. Patent document 3 proposes a matching service system that searches information stored in a grant / subsidy database in response to the requests of recipients who wish to receive grants or subsidies, and proposes grants or subsidies that meet the recipients' requests.Furthermore, Patent document 4 discloses a subsidy / subsidy matching device and method, which is equipped with a web crawling functional block and discloses that information on grants and subsidies retrieved from a web server is regularly updated and stored in a crawling database. However, these patent documents do not suggest to users an easy-to-use search method for subsidies and grants, and even when users use the search results, they do not address the fact that the information on subsidies and grants imported from public sites is provided in various formats, and do not provide any suggestions.
[0005] The present invention is capable of collecting public insurance and public support information published on public websites in a database, and constructing a search system under the information management of a server device, thereby enabling efficient search and use. The purpose of the present invention is to build a search system that can solve the following problems: In other words, information on public insurance and public support is published on the web by various ministries and agencies, their affiliated organizations, and local governments such as prefectures and municipalities. In addition, private companies and organizations also publish information on the web, either for a fee or free of charge, but some information is published on the web and some is not. When we look at the insurance systems in these areas, the public security system is the foundation, with private insurance acting as a complement to it. FIG. 12(a) shows the distribution of information on public insurance and public support provided by public institutions, and private insurance and private support provided by private companies. The information distribution is divided into Event I to Event IV, with Event I representing information that is available in both the public and private sectors, Event II representing information that is not available in the public sector but is available in the private sector, Event III representing information that is available in the public sector but not in the private sector, and Event IV representing information that is not available in either the public or private sector. Figure 12(b) shows the challenges of public insurance and the challenges of private insurance. There are many different types of public insurance systems, from the national public insurance system (health, pension, industrial accident / employment, and nursing care) to various public support provided by prefectures, cities, wards, towns, and villages. However, the two systems have complex differences in their purpose, method, screening, coverage, fees, cancellation, etc., and users do not fully understand them at present. Furthermore, information on these public insurance and public support services is provided by government ministries and agencies, their affiliated organizations, and local governments (47 prefectures and approximately 2,700 cities, towns, and villages), totaling approximately 100,000 items. Moreover, the formats of the public insurance and public support services provided by local governments are all different and not standardized, making it extremely difficult to comprehensively understand the public insurance and public support services that users need. Furthermore, even if a user searches this public information and outputs the results as a report, there are problems such as the fact that the notation and order are different and the report is difficult to use. Summary of the Invention [Problem to be solved by the invention]
[0006] To solve these problems, public insurance or public support service information, which is constantly changing in a wide variety of formats from official sites, should be updated to the latest information and stored in a database. Also, a user-friendly search method for searching public insurance or public support service information should be provided to replace the free-word search that has been widely used up until now. Furthermore, it is particularly desirable to be able to extract the public insurance or public support service information required by the user and edit and output the search results in a search result report in a unified form.
[0007] Therefore, an object of the present invention is to provide a cloud-connected information retrieval system that can solve the above-mentioned problems. More specifically, the objective of the present invention is to provide a cloud-connected search system that has the function of periodically importing and automatically updating information published on public sites in various formats, the function of allowing users to quickly and easily search using specific search procedures instead of keyword searches, and the function of outputting search results in a unified form. In addition, in order for users to use the search system targeting public insurance and support information, communication terminals such as portable terminals that store necessary software such as search programs are also provided. [Means for solving the problem]
[0008] In order to achieve the above object, the present invention is proposed as follows. That is, the present invention is a cloud-connected insurance or support information search system using a search server, and includes a search server that is used while connected to a communication line such as the Internet. Here, the search server comprises a search information database that saves and accumulates information to be searched that is taken from a website, a program processing unit that stores information processing programs such as search programs, crawling and scraping processes, and a search result report generating unit that edits the information searched by the search engine processing unit and generates a search result report in the form of an electronic file, The search information database stores and accumulates information relating to public insurance and public support, which is updated through periodic crawling and scraping processes, and the search result report generation unit generates a search result report by editing the search results executed by the search engine processing unit so that important items to be described are displayed in the same uniform format (Claim 1). In this invention, the targets of crawling and scraping are public websites operated by the state, external organizations, local governments, etc. The information provided on such public websites has different description formats, the contents change from moment to moment, and the recruitment period is specified and some information expires, so the information is periodically updated to the latest information by performing crawling and scraping processing (Claim 2). In addition, the public insurance information stored and accumulated in the search information database includes information related to insurance and pensions, and the public support information includes information related to subsidies, grants, and other support (Claim 3). Furthermore, the search system of the present invention allows the selection and execution of two distinctive search methods. That is, as a specific search procedure, it is possible to execute an area search, which divides and selects regions in Japan to specify them, and a purpose search, which selects and specifies life support information, such as medical care, childcare support, welfare, pensions, employment / labor, housing / living, taxes, and other system information, that has been divided into categories in advance (claim 4). In addition, the search result report will include at least a column for displaying the institution indicating the operating body, a column for displaying the target requirements describing the target persons, a column for displaying the support information indicating the support content, a column for displaying the period, and a column for displaying the necessary documents indicating the necessary documents (Claim 5).
[0009] The search system of the present invention having the above basic configuration may further include a knowledge base. In the first aspect of this knowledge base, information useful to the user, such as explanations of information related to insurance and support information and how to use the search system, is stored as knowledge information in the form of text, audio, still images, or video, and the extended function processing unit is configured to play the knowledge information upon receiving a playback instruction from the user (Claim 6). In addition, the second aspect of the knowledge base stores the results of advance machine learning based on information useful to users, such as information related to insurance and support information and how to use the search system, as knowledge information, and the extended function processing unit accepts questions from users and presents answers created from the knowledge information using AI technology in real time in the form of text, audio, still images, or videos, or avatars (Claim 7). A configuration with such a knowledge base can provide users with more accurate information in an easy-to-understand manner, thereby improving their literacy and being extremely beneficial for users who lack knowledge or cognitive abilities.
[0010] Furthermore, as another aspect of the present invention, a configuration may be provided further comprising a learning management base. The first aspect of this learning management base has a function of storing user search history information, and the extended function processing unit is configured to output a search history table upon receiving a playback instruction from the user (Claim 8). In addition, in the second aspect, a predetermined educational program that allows the user to acquire knowledge about the search system is stored, and the extended function processing unit is configured to generate a certificate of completion to certify completion of the education when the user executes the educational program and completes the education (Claim 9). The educational program may be configured to execute a performance test for the user, and the search server may generate a transcript relating to the performance test in accordance with instructions from the user (claim 10).
[0011] Furthermore, in order to enable a user to execute the search system of the present invention using a mobile terminal, a communication terminal in which a search program is installed is also proposed (claim 11).
[0012] In a more advanced field of application for the search system of the present invention having the above-mentioned features, if insurance or support information provided by private companies or corporations is added to the database and stored and accumulated to form a composite database system, it will be possible to search not only for information on public insurance or public support that users need, but also for information provided by private companies, and the results can be classified and differentiated, and search result reports generated in a unified form can be used. In addition, when the above-mentioned composite database system is constructed, the public insurance or public support service information required by the user, the information provided by the private sector, and the areas where these pieces of information overlap may be displayed separately in the search result report. This reduces the risk of adopting and signing a contract for private insurance or private assistance without knowing that there is overlapping public information. By making effective use of these, it is possible to plan a safe and secure life and contribute to cost savings that were not possible before. In addition, the search system of the present invention can be used as a sales support tool for insurance salespeople, and has the following advantages. 1) Ability to conduct sales activities for private insurance and support services to customers in a simple, accurate, quick, easy-to-understand and customer-oriented manner. 2) By utilizing the knowledge base, the knowledge level of users and insurance salespeople regarding insurance and support services will be increased, contributing to improving literacy. 3) By utilizing the learning management base, users' search histories, course completion histories, and transcripts can be generated, allowing insurance companies, insurance agencies, and insurance salespeople to evaluate the sales activities of users and prove to customers that they have and are implementing the knowledge necessary to operate a customer-oriented business, which can be useful for improving corporate value and for salespeople to be evaluated and obtain qualifications. Effect of the Invention
[0013] In the present invention, the information on public insurance and public support that is the subject of the search is periodically retrieved from public sites and updated, so that timely search results can be obtained. In addition, even if the formats of the information on public insurance and public support published on public sites are different, a search result report that is edited by standardizing the important items required in the same format can be obtained, so that a user-friendly search result report can be obtained (claims 1 to 3, 5). In addition, the search procedure can be performed by selecting either an area search, which selects a region, or a purpose search, which selects lifestyle support information that has been pre-categorised into categories, making the system easier for users to use and enabling more efficient searches than conventional search systems which were based mainly on free-word searches (Claim 4). Furthermore, in devices equipped with a knowledge base, knowledge information stored in advance in the form of text, audio, still images, or video can be played back, and answers created using machine learning and generative AI technology can be used to answer users' questions in real time. This allows users to self-study the knowledge necessary to search for information such as public insurance and public support information, thereby improving user literacy (Claims 6 and 7). A system equipped with a learning management base can generate users' search histories, course completion certificates, and achievement test scores, making it possible not only to check the improvement in users' knowledge, but also for insurance companies and other such companies to allow their sales personnel, such as recruiters, to use the system for sales evaluation and staff management (Claims 8 to 10). Furthermore, if a user possesses a communications terminal with a search program installed, the user can log in to the search system of the present invention via the Internet and use the search system of the present invention as a sales tool (Claim 11). The system of the present invention having the above-mentioned features is particularly desirable for use as a sales tool by sales personnel such as insurance companies and agency salespeople, in addition to individual users. By using it as a sales tool, highly accurate searches can be easily performed, eliminating unreasonableness, waste, and inconsistency, and it also provides useful information to customers, allowing them to quickly provide information that accurately meets their needs. This results in customer satisfaction, making sales representatives reliable partners to customers, and for insurance companies, it also improves their credibility and corporate value. It can also be used as a sales tool by recruiters and sales personnel for human resource development such as new employee training and in-house training. By utilizing the learning management base, search histories, educational completion certificates, and even academic transcripts can be generated, making it possible to evaluate and manage the sales activities of sales personnel. Furthermore, the search result reports are unified and easy to use, which can be useful in product development that incorporates new marketing techniques. [Brief description of the drawings]
[0014] [Figure 1] Basic configuration diagram of the cloud-connected information search system of the present invention [Figure 1A] Basic configuration diagram of the search system of the present invention configured using a virtual cloud [Diagram 2] FIG. 1 is a conceptual diagram of an information retrieval system according to the present invention. [Diagram 3] A diagram showing an example of the front screen when a search is performed [Figure 4] (a) is a diagram showing an area search acceptance screen, and (b) is a diagram showing a purpose search acceptance screen. [Diagram 5] A diagram showing an example of the second-level screen of the target search acceptance screen. [Figure 6] A sample search results report [Figure 7] The front screen when using knowledge information [Figure 8] Example of search history output [Figure 9] An example of a certificate of completion [Figure 10] A diagram showing an example of a transcript output [Figure 11]FIG. 1 is a conceptual diagram showing a case where the search system of the present invention is used for sales in an insurance company. [Figure 12] (a) is a diagram showing the distribution of public insurance,support information and private insurance,support information, and (b) is a diagram explaining the issues,related to public insurance and private insurance. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0015] The cloud-connected search system of the present invention will be described below. FIG. 1 shows a search system according to the present invention as a combination of functional blocks. The search server A is connected to the Internet INT, which is connected to public sites SA..., private sites SB..., and further to users' communication terminals C.... The search server A includes a communication control unit 10 connected to the Internet INT, a search information database 1, a program processing unit 2, a search engine processing unit 3, a search result report generation unit 4, an extended function processing unit 51, a knowledge base 5A, and a learning management base 5B. Here, the search information database 1 saves and accumulates information to be searched that is retrieved from websites, and the program processing unit 2 stores the search program, crawling, and scraping programs, and performs necessary information processing. The search engine processing unit 3 executes the search program, accepts a user's operation of a predetermined search procedure, accesses the search information database 1, and collects information that is the subject of the search. The search result report generating unit 4 extracts and edits necessary information from the information searched and collected by the search program, and generates a search result report with a unified format in the form of an electronic file. Furthermore, the extended function processing unit 51 is combined with the knowledge database 52 to form a knowledge base 5A, and is combined with the extended storage 53 to form a learning management base 5B. In a search system with such a configuration, information on public insurance and public assistance is stored and accumulated in search information database 1 as information to be searched, and this information to be searched is updated periodically by executing crawling and scraping programs, so that the information to be searched is the latest. In addition, the search result report generating section 4 extracts important items from the information searched by the search engine processing section 3 and performs editing processing required to standardize the search result reports in the same format, so that even if the information to be searched that is imported from the public site SA is diverse and not standardized, the search result reports generated are generated in the same form and are easy to view and understand.
[0016] FIG. 1A shows a system of the present invention configured using a VPC (Virtual Cloud). Search server A is configured with a first and second virtual server VPC1, VPC2 linked by an API gate. The first virtual server VPC1 is connected to a public site SA and a private site SB via a gateway GW1. The first virtual server VPC1 is connected to a second virtual server VPC2 via an API gate. The second virtual server VPC2 is further connected to a communication terminal C... via a gateway GW2. Here, the first virtual server VPC1 has a server VS1 and a database DB1, and the server VS1 periodically executes a crawling and scraping program to retrieve insurance or support information required for the search, performs necessary pre-processing, and then stores and accumulates the information in the database DB1. On the other hand, the second virtual server VPC2 is equipped with multiple servers VS2... and a database DB2 to execute the functions of the program processing unit 2, search engine processing unit 3, search result report generation unit 4, and extended function processing unit 51 shown in Figure 1, and the search information to be searched, which is imported from the first virtual server VPC1 through the API gate, is sequentially saved and accumulated in the database DB2. In addition, the multiple servers VS2... are controlled by a server load balancer LB. In a configuration using such a virtual server, the public insurance or support information stored in the search information database 1 shown in Figure 1, the knowledge information stored in the knowledge database 52, and the learning management information stored in the extended storage 53 are stored and processed in a single database DB2.
[0017] FIG. 2 conceptually illustrates the search system of the present invention. In this example, it is assumed that the search server A is configured as a combined database that imports and stores information from a public site SA and a private site SB. Information on public insurance and public support services is retrieved from public sites SA operated by various ministries and agencies, external organizations, prefectures, and municipalities, while information on private insurance and private support services is retrieved by search server A from private sites SB operated by private insurance companies, such as Company A, Company B, and Company C, and is then accumulated and stored in search information database 1. Information is acquired from the public site SA by periodically patrolling the public site SA by executing crawling and scraping programs, and information is acquired from the private site SB each time the information is changed. In addition, this search server A stores knowledge information for acquiring knowledge about public insurance and public support services, as well as various information useful to sales representatives. By storing information related to qualification examinations and education, the server becomes a useful sales support tool for insurance company recruiters and other sales personnel, thereby increasing added value. In addition, since the search system of the present invention is configured as a cloud-connected type, sales personnel and others who use this system can effectively use the search system of the present invention by connecting to the Internet using their own communication terminal C, such as a smartphone or desktop PC, and logging in to search server A.
[0018] Next, the information search function in the search system of the present invention will be described. The search system of the present invention provides two search procedures. Here, the first search method is an area search, and the second search method is a destination search. When a user logs into the search server from a communication terminal, a front screen is displayed. FIG. 3 shows the front screen that appears on the display screen upon login. The front screen F has tabs for personal use 10a, saved lists 10b, knowledge base 10c, and FAQ 10d in the upper column, and below that, a "personal support information" screen is displayed, which has tabs 11 and 12 for selecting area search and purpose search. When a user logs in to the search server and selects tab 11, an area search acceptance screen is displayed, and by clicking on the purpose of use tab 12, the screen switches to a purpose search acceptance screen, allowing both area search and purpose search to be used. FIG. 4(a) shows the area search acceptance screen. The area search reception screen ("01 Area Selection"), as shown in Figure 4(a), has a map of Japan 13 in the center, surrounded by display blocks 14 dividing Japan from Hokkaido to Okinawa, and each display block 14 has area selection buttons 14a... that show the names of the 47 prefectures. Therefore, when one of the area selection buttons 14a that is the target of the search is clicked, the search program will run and a list (not shown) of search results (heading display) that collect public insurance and support information currently valid in the selected prefecture will be displayed. If the required information is selected from that list, a search result report (described below) that is standardized in a predetermined format will be generated and displayed on the display screen. As a result, a search result report corresponding to the selected information is displayed on the display screen, and if the contents are confirmed and printing is instructed, the search result report is printed. The details of this search result report will be described later. In addition, when you click on the purpose of use tab 12 on the front screen F shown in Figure 3 and select purpose search, This will take you to the destination search acceptance screen ("02 destination search") shown in Figure 4(b). This reception screen displays eight category selection buttons 15, 16, 17... for lifestyle support information such as medical care, child care support, welfare, pensions, employment / labor, housing / living, taxes, and other system information. By clicking on the selection button for the category you wish to search for, you will be taken to the second-level display screen shown in Figure 5, where even more specific category selection buttons 15a, 15b, 15c... are displayed. Therefore, when the medical selection button 15 is clicked on the target search acceptance screen in FIG. 4(b), the screen changes to that in FIG. 5, and selection buttons 15a, 15b, 15c, etc. for specific medical categories, medical support, vaccinations, health checkups / examinations, incurable diseases, medical care (other) are displayed. When the user clicks on the desired selection button from among these, the search program will collect information related to that category from the information search database 1 and display a list of search results. When the user selects the required information (heading) from the list display, a unified search result report in a prescribed format is generated and displayed on the display screen. The user can then check the contents and give the command to print, and the search result report will be printed.
[0019] Figure 6 shows an example of a search results report. This search result report B can be said to be the main feature of the search system of the present invention. The information to be searched provided by public sites varies depending on the operator of the public site in terms of the items displayed, the order in which the items are displayed, and other formats, and is not standardized overall. Therefore, in the system of the present invention, the search result report generation unit 4 extracts important items to be included in the search result report B from the information collected by the search program, and edits them into a uniform format. In other words, important items in search result report B, a display column 21 of the institution indicating the operating body, a display column 22 of the target requirements describing the target persons, a display column 23 of the support information indicating the support content, a display column 24 of the period, and a display column 25 of the necessary documents indicating the necessary documents are extracted, displayed as individual columns, and the display order of these is specified. In the example of Figure 6, the institution display column 21 shows Kanagawa Prefecture - Odawara City, the target requirements display column 22 shows the target requirements, the support information display column 23 shows the support content, the period display column 24 shows the application period, and the required documents display column 25 shows the application method and required documents, and the corresponding content is written below each display column. In the search system of the present invention, search result report B displays at least the important items in a search result report, namely, column 21 displaying the institution indicating the operating body, column 22 displaying the target requirements describing the target persons, column 23 displaying the support information indicating the support content, column 24 displaying the period, and column 25 displaying the necessary documents indicating the required documents, as separate columns and the display order of these columns is unified. Therefore, even if the display format of the information released by the operating institution is different, the user can quickly understand the content without error and it is easy to handle, which not only increases convenience but also increases its value as a search result report.
[0020] Next, a search system of the present invention having an expanded function will be described. This search system is configured to further include a knowledge base 5A and a learning management base 5B in addition to the basic configuration described above. Here, the knowledge base 5A has two aspects, and in FIG. 1, it is configured by combining an extended function processing section 51 and a knowledge database 52. In the first embodiment, the knowledge database 52 stores information useful to the user, such as explanations of information related to insurance and support information and how to use the search system, as knowledge information in the form of text, audio, still images, or video, and the extended function processing unit 51 is configured to play back the knowledge information upon receiving a playback instruction from the user. In addition, in the second embodiment of knowledge base 5A, the results of advance machine learning based on information useful to the user, such as information related to insurance and support information and information on how to use the search system, are stored as knowledge information in knowledge database 52, and extended function processing unit 51 is configured to accept questions from users and present answers created from the knowledge information using AI technology in real time using text, audio, still images, or videos, or avatars. A configuration including such knowledge base 5A can provide users with more accurate information and improve their literacy. In particular, for users who lack knowledge or cognitive ability, more accurate and effective knowledge can be provided to improve their skills. Information on public insurance and public support is determined by the business plans of the operating organizations, is subject to budgetary restrictions, and disappears after the recruitment period has passed, so the content is constantly changing and difficult for the general public to understand. Therefore, this type of knowledge base 5A is particularly useful for sales personnel such as insurance agents selling insurance, as well as those planning to enter into a contract. It is generally difficult for people to know that public insurance systems and public support systems exist, so knowledge information and AI knowledge information that explain them in an easy-to-understand manner is extremely useful.
[0021] Figure 7 shows the front screen of the knowledge base. This front screen FN is displayed by operating the knowledge base tag 10c provided in the upper section of the front screen F. This front screen FN is provided with a search window 30 for entering a keyword to perform a search. When the user enters a keyword here, the necessary knowledge information is extracted and can be viewed. Also, since the headings of information that has already been stored are displayed as a list, the user may scroll the screen to find and view the information he or she needs. In Fig. 7, the headings of knowledge information are displayed, such as public insurance 31 (how disability pensions work), public insurance 32 (how survivor pensions work), a series of proposal methods for new customers 33, a use case of building trust 34, and a video showing examples of companies that have adopted 8LIFE 35. This heading also functions as a selection button, so that when the user clicks on this selection button, the selected knowledge information is reproduced on the screen and can be viewed. Such knowledge information should include not only basic information on public insurance and public pensions, but also useful information such as how to use the search system and sales support information for customers.
[0022] The search system of the present invention may also be configured with a learning management base. In Figure 1, the learning management base 5B is composed of a combination of an extended function processing unit 51 and an extended storage 53, and in the first embodiment, the extended storage 53 stores the user's search history information, and the extended function processing unit 51 is configured to output a search history table upon receiving a playback instruction from the user. Although not shown in the figure, this learning management base 5B can be displayed and selected in the same way as the knowledge base by providing a learning management base tag on the front screen.
[0023] FIG. 8 conceptually shows the search history generated in this case. In addition, in the second embodiment of the learning management base 5B, the extended storage 53 stores a predetermined educational program that enables the user to acquire knowledge regarding the search system, and the extended function processing unit 51 is configured to generate a certificate of completion to certify completion of the education when the user executes the educational program and completes the education. FIG. 9 shows an image of the certificate of completion that is generated in this case. Here, the educational program may be configured to execute a performance test for the user, and the search server may be configured to generate a transcript relating to the performance test in accordance with instructions from the user. FIG. 10 conceptually shows the transcript that is generated in this case. If such a learning management base were established and had the function of generating educational programs for public insurance systems and public support information, as well as certificates of completion for the educational programs and academic transcripts, it would be of useful value as information to support sales activities if provided to insurance company sales representatives.
[0024] The search system of the present invention, which has the above-mentioned features, can be used as a sales tool by insurance company solicitors and other salespeople, and is extremely useful in that it allows them to collect necessary information from public information provided by various ministries and agencies, prefectures, municipalities, external organizations, etc., using a communication terminal C (personal computer PC, tablet terminal T, smartphone S) when selling products such as life insurance and non-life insurance sold by their company to customers, and therefore allows them to sell products that meet the customer's needs after fully understanding the public information. Figure 11 is a diagram that conceptually shows such a usage mode.
[0025] Finally, an example of the use of the search system of the present invention will be described. Usage example 1: An insurance salesperson uses the search system of the present invention to explain applicable public insurance and public support services to a customer, and uses it to sell private insurance and services sold by the company or through an agent. Usage example 2: A local government uses the search system of this invention to clearly and thoroughly explain applicable public insurance and public support services to each resident, encouraging them to use them. Usage example 3: A case where insurance salespeople, financial planners, etc. are given training or qualification examinations on how to search for and propose insurance and support services using the search system of the present invention. Usage example 4: When educating residents or students about insurance literacy, the search system of the present invention can be used to equip them with the skills to efficiently and comprehensively search for public insurance and public support services, as well as to automatically score results during training sessions and record training history, etc.
[0026] Further examples of use will be described below. We will explain a case where an insurance salesperson uses the search system of the present invention to explain applicable public insurance and public support services to a customer, and uses it to sell private insurance and services sold by his own company or through an agent. Public insurance and public support services are published on the web by each ministry and agency, their affiliated organizations, and local governments such as prefectures and cities, towns, and villages. However, as mentioned above, the formats for each are different and are updated regularly, so this information is collected automatically by setting appropriate parameters using web crawling and web scrapers. This information is divided into eight categories: medical care, childcare support, welfare, pensions, employment / labor, taxes, housing / lifestyle, and other system information, and each category is further subdivided and stored in a hierarchical structure in a database.In particular, information from local governments does not have a unified format or system, so some of it is stored manually as structured information in the database as necessary. In addition, since these public insurance and public support services often have a set application period or are subject to change or abolition, automatic renewal procedures were carried out once every two weeks. On the other hand, insurance and support services provided by private companies and organizations for a fee or free of charge include information that is publicly available on the web and information that is not publicly available, so information may be collected and accumulated directly in the same way as the public former.In addition, knowledge information necessary to gain a deeper understanding of the contents of the insurance and support services mentioned above was stored in a database as knowledge information in the form of video.
[0027] The search system of the present invention allows users to access these databases via the Internet under appropriate management. In a more specific example, an insurance salesperson uses an Internet-connected tablet computer with a search program installed in the search system of the present invention to find out a customer's attribute information and necessary needs, then searches the database for public insurance and public support services (quadrant I and III in Figure 12(a)) that correspond to those needs from eight categories, and discloses and explains the results to the customer. After that, the salesperson further searches the database for private insurance and private support service information (quadrant II in Figure 12(a)) that complements the customer's needs, and conducts sales activities to the customer. In this case, if a customer does not have basic knowledge about the necessary public insurance and public support services, they are asked to download knowledge information from a knowledge base and view it to learn. When a customer understands public insurance and public support services but desires more comprehensive private insurance and private support services (quadrant II), the salesperson explains the difference between the two to the customer and then engages in sales activities. For salespeople, the areas where there are customer needs but no insurance or support services that satisfy them exist either in the public or private sector (quadrant IV) become material for considering the possibility of commercializing the next product as part of the next product development plan. This makes it possible to utilize the search system of the present invention in the marketing activities of the next product.
[0028] Local governments can provide local residents with a free service of using the search system of the present invention through the API function of their My Number cards, thereby providing public insurance and public support services in the area in an easy and appropriate manner.
[0029] Insurance-related organizations and companies have conducted training and qualification examinations for insurance salespeople, financial planners, and the like, on how to search for and present insurance and support services using the search system of the present invention. By storing and managing information about study materials, course attendance records, qualification exam results, and pass / fail judgment results in extended storage, it has become possible to realize customer-oriented business operations.
[0030] When public institutions educate residents and students about insurance literacy, they can use the search system of the present invention to acquire the skills to efficiently and comprehensively search for public insurance and public support services, and can also use the system to automatically grade training results and record training history, etc. [Industrial Applicability]
[0031] The search system of the present invention can be used for a wide range of purposes, including the sales of life insurance and non-life insurance, public relations and promotion of the use of public insurance and public support services provided by government ministries and local governments, education and training courses on insurance literacy conducted by various institutions, and teaching materials and practical examinations for qualification exams. [Explanation of symbols]
[0032] A Search Server B Search Results Report C. Communication terminal SA Public Site SB Private Site 1 Search information database 2 Program Processing Section 3 Search engine processing section 4 Search result report generation section 5A Knowledge Base 5B Learning Management Base 51 Extended Function Processing Section 52 Knowledge Database 53 Expandable Storage
Claims
1. A cloud-connected information search system using a search server, The search server is a search information database that stores and accumulates search target information retrieved from websites, a program processing unit storing information processing programs such as search programs, crawling programs, and scraping programs; a search engine processing unit that executes a search program, accepts a user's operation of a predetermined search procedure, and extracts information that is the subject of the search from the database; a search result report generating unit that edits the information searched by the search engine processing unit and generates a search result report in the form of an electronic file; The search information database stores and accumulates information on public insurance and public assistance, which is updated by periodically executing crawling and scraping processes; and A cloud-connected insurance or support information search system, characterized in that the search result report generation unit generates a search result report by editing the search results executed by the search engine processing unit so that important items to be described are displayed in the same consistent format.
2. In claim 1, The website is a public website operated by the state, an external organization, a local government, etc., and is a cloud-connected insurance or support information search system.
3. In claim 1 or 2, A cloud-connected insurance or support information search system, wherein the public insurance information is information regarding insurance and pensions, and the public support information is information regarding subsidies, grants, and other support services.
4. In claim 1 or 2, The specified search procedure is a cloud-connected insurance or support information search system that includes an area search that selects and identifies an area within Japan, and a purpose search that selects and identifies life support information such as medical care, child care, welfare, pensions, employment / labor, housing / living, taxes, and other system information that has been pre-categorised into each category.
5. In claim 1 or 2, The search result report includes: A cloud-connected insurance or support information search system that includes at least a field for displaying the institution indicating the operating body, a field for displaying the target requirements describing the target persons, a field for displaying support information indicating the support content, a field for displaying the period, and a field for displaying necessary documents indicating the necessary documents.
6. In claim 1 or 2 It also has a knowledge base. This knowledge base stores information useful to users, such as explanations of information related to insurance and assistance information and how to use this search system, in the form of text, audio, still images, or video. The extended function processing unit is configured to play back the knowledge information upon receiving a playback instruction from a user.
7. In claim 1 or 2 It also has a knowledge base. This knowledge base is a cloud-connected insurance or support information search system that stores the results of advance machine learning based on information related to insurance and support information and information useful to users, such as how to use this search system, and the extended function processing unit accepts questions from users and presents answers created from the knowledge information using generative AI technology in real time using text, audio, still images, videos, or avatars.
8. In claim 1 or 2 It also has a learning management base, This learning management base stores user search history information, The cloud-connected insurance or support information search system is configured so that the extended function processing unit outputs a search history table upon receiving a playback instruction from a user.
9. In claim 1 or 2 It also has a learning management base, The learning management base stores a predetermined educational program for enabling a user to acquire knowledge about the search system, A cloud-connected insurance or support information search system in which the extended function processing unit is configured to generate a certificate of completion to prove completion of the education when the user executes the education program and completes the education.
10. In claim 9 said educational program administering a performance test to a user; A cloud-connected insurance or support information search system, wherein the extended function processing unit is configured to generate a transcript for the outcome test by accepting instructions from a user.
11. 3. A communication terminal having the search program according to claim 1 or 2 installed therein.
Citation Information
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