Business support device, business support method, and business support program

The business support device addresses the inefficiency in detecting customer interaction history by automating alert displays, reducing staff workload and ensuring appropriate customer service through integrated data detection and display units.

JP2025141132APending Publication Date: 2025-09-29OBIC CO LTD
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Patent Information

Application Number
JP2024040916
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2024-03-15
Publication Date
2025-09-29

AI Technical Summary

Technical Problem

Existing systems fail to efficiently detect and alert customer service staff to important response history data, leading to increased workload and risk of inappropriate customer interaction.

Method used

A business support device that includes a response history data detection unit, message data detection unit, and display control unit to automatically retrieve and display relevant alert messages based on customer interaction history, using response alert condition and message master tables to facilitate appropriate customer service.

Benefits of technology

Reduces the workload of customer service operations by providing timely alerts, ensuring appropriate interactions, and minimizing legal risks through automated alert systems.

✦ Generated by Eureka AI based on patent content.

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Abstract

To reduce a workload of customer response business while enabling appropriate customer response business.SOLUTION: A business support device is configured to: detect response history data including unique identification information of a designated customer and a response content of response alert condition data, by referring to a second storage unit in which the response history data including the unique identification information, response date and a response content is stored, which is generated by responding to each customer, on the basis of the response alert condition data including a response content with a customer of an object for alert and a message code corresponding to the response content, and the unique identification information of the designated customer, which are stored in a first storage unit; and detect and display message data corresponding to the message code included in the response alert condition data used for detection of the response history data by referring to a message master table in which the message data corresponding to each message code is stored when the response history data is detected.SELECTED DRAWING: Figure 1
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Description

[Technical Field]

[0001] The present invention relates to a business support device, a business support method, and a business support program. [Background technology]

[0002] Patent Document 1 (Japanese Patent Application Laid-Open No. 2024-029840) discloses a product data processing device that checks whether or not the location information of its own device has changed, and can be operated appropriately even if the location information has changed.

[0003] Paragraph 0070 of Patent Document 1 states that if the input of correct use permission information cannot be accepted, a predetermined message is displayed by the display control unit. Paragraph 0073 also states that this message indicates that the location of the product data processing device detected by the location information detection unit is different from the use location registered in the call center terminal CT, asks for confirmation of whether transfer registration has been completed, and prompts for input of an "authentication code" which is use permission information. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Application Publication No. 2024-029840 Summary of the Invention [Problem to be solved by the invention]

[0005] The way of dealing with customers differs from one customer to another, so the staff member must check in advance the important points to note for each customer before dealing with them, which places a burden on the staff member in providing appropriate customer service.

[0006] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a business support device, a business support method, and a business support program that enable appropriate customer service work while reducing the workload of customer service work. [Means for solving the problem]

[0007] In order to solve the above-mentioned problems and achieve the object, the business support device of the present invention has: a response history data detection unit that references a response history data storage unit in which response history data including the unique identification information, response date, and response content is stored, and detects response history data including the unique identification information of the specified customer and the response content of the response alert condition data, and one or more response alert condition data including the response content between the customer who is the target of the alert and a message code corresponding to the response content, which are stored in a response alert condition master table, and data generated by serving each customer based on the unique identification information of the specified customer; a message data detection unit that, when response history data is detected, references a message master table in which message data corresponding to each message code is stored, and detects message data corresponding to the message code included in the response alert condition data used to detect the response history data; and a display control unit that displays the detected message data on a display unit.

[0008] In addition, in order to solve the above-mentioned problems and achieve the object, the business support method of the present invention includes a response history data detection step in which a response history data detection unit references a response history data storage unit in which response history data including the unique identification information, response date, and response content is stored, and detects response history data including the unique identification information of the specified customer and the response content of the response alert condition data, the data being data generated by serving each customer based on the unique identification information of the specified customer, which data is stored in a response alert condition master table, a message data detection step in which, if the response history data is detected, a message data detection unit references a message master table in which message data corresponding to each message code is stored, and detects message data corresponding to the message code included in the response alert condition data used to detect the response history data, and a display control step in which a display control unit displays the detected message data on a display unit.

[0009] In addition, in order to solve the above-mentioned problems and achieve the object, the business support program of the present invention causes a computer to function as: a response history data detection unit that references a response history data storage unit in which response history data including the unique identification information, response date, and response content is stored, and detects response history data including the unique identification information of the specified customer and the response content of the response alert condition data, the response history data being data generated by serving each customer based on the unique identification information of the specified customer, stored in a response alert condition master table, one or more response alert condition data including the response content with the customer who is the target of the alert and a message code corresponding to the response content; a message data detection unit that, when response history data is detected, references a message master table in which message data corresponding to each message code is stored, and detects message data corresponding to the message code included in the response alert condition data used to detect the response history data; and a display control unit that displays the detected message data on a display unit. [Effects of the Invention]

[0010] The present invention can reduce the workload of customer service operations and enable appropriate customer service operations. [Brief explanation of the drawings]

[0011] [Figure 1] FIG. 1 is a block diagram illustrating a hardware configuration of a task assistance device according to an embodiment. [Figure 2] FIG. 2 is a diagram illustrating an example of a response alert condition master table provided in the business support device according to the embodiment. [Figure 3] FIG. 3 is a diagram illustrating an example of a message master table provided in the task assistance device according to the embodiment. [Figure 4] FIG. 4 is a diagram illustrating an example of a customer master table provided in the business support device according to the embodiment. [Figure 5] FIG. 5 is a diagram illustrating an example of a response history data storage unit provided in the task assistance device according to the embodiment. [Figure 6] FIG. 6 is a diagram illustrating an example of a variable message list provided in the task assistance device according to the embodiment. [Figure 7] FIG. 7 is a diagram showing an example of a response input screen for inputting response history data in the task support device according to the embodiment. [Figure 8] FIG. 8 is a diagram showing an example of a customer search screen for specifying a customer for which an alert display is to be made before dealing with the customer, in the business support device according to the embodiment. [Figure 9] FIG. 9 is a flowchart showing the first half of the alert display operation on the customer portal screen in the business support device according to the embodiment. [Figure 10] FIG. 10 is a flowchart showing the latter half of the flow of the alert display operation on the customer portal screen in the business support device according to the embodiment. [Figure 11]FIG. 11 is a diagram showing how a message code of a message that will be an alert display corresponding to a specified customer is detected in the business support device according to the embodiment. [Figure 12] FIG. 12 is a diagram showing an example of a customer portal screen on which an alert is displayed based on a detected message code in the business support device according to the embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0012] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS A task support device according to an embodiment of the present invention will be described in detail below with reference to the accompanying drawings. However, the present invention is not limited to the following embodiment.

[0013] (overview) In today's credit screening and credit management operations, customer correspondence is stored in the system. Some of this information requires careful attention when dealing with customers, but with conventional systems it is difficult to detect correspondence history data that corresponds to an alert from the correspondence history data, which creates the risk of inappropriately dealing with customers. While this risk can be avoided by having the person in charge review past correspondence history, searching through the vast amount of correspondence history data for the desired customer and reviewing the correspondence history is a burden for the person in charge.

[0014] For this reason, the business support device of the embodiment displays an alert on the portal screen. This makes it possible to detect necessary information before serving a customer. Furthermore, the business support device of the embodiment allows flexible responses for each company by setting the conditions for displaying an alert (period, number of times, code, etc.) in a master table.

[0015] This reduces the risk of violating the law and treating customers inappropriately, and reduces the need to check the content of responses, thereby improving work efficiency.

[0016] (Hardware configuration) As shown in FIG. 1, the business support device 1 of the embodiment includes a storage unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. An input device 6 and an output device 7 are connected to the input / output interface unit 5. The output device 7 corresponds to a display unit such as a monitor device (including a home television), a printing device, or a speaker device. The input device 6 may be a keyboard device, a mouse device, a microphone device, or a monitor device that cooperates with a mouse device to achieve a pointing device function. The communication interface unit 4 is connected to a network, for example, a wide area network such as the Internet or a private network such as a LAN (Local Area Network).

[0017] The storage unit 2 may be, for example, a read-only memory (ROM), a random access memory (RAM), a hard disk drive (HDD), or a solid state drive (SSD). The storage unit 2 stores a business support program that enables appropriate customer service while reducing the workload of customer service. The storage unit 2 also includes a response alert condition master table 11, a message master table 12, a customer master table 13, a response history data storage unit 14, and a variable message list storage unit 15, which are storage areas.

[0018] As shown in Fig. 2, response alert condition master table 11 has response alert condition data registered therein that indicate the alert conditions for displaying an alert. Specifically, in the example of Fig. 2, the response alert condition data with code "1" is data for displaying an alert when responding to a customer who calls three or more times in a day (number of calls = 3, period = 1), and its display order is set to "first." Furthermore, this response alert condition data with code "1" includes a message code of "W0001" that is stored in message master table 12, which will be described later, as the message code for the message that displays the alert.

[0019] 2, the response alert condition data with code "2" is data for displaying an alert when responding to a customer whose address has changed within the past 90 days (period = 90, response content code "05: Address change"), and its display order is "second." This response alert condition data with code "2" also includes the message code "W0002" stored in message master table 12 as the message code for the message that will display the alert.

[0020] 2, the response alert condition data with code "3" is data for displaying an alert when responding to a customer of a debtor if a payment reminder has been sent to the joint debtor within the past 60 days (period = 60, response party code "02: joint debtor", response content code "payment reminder"), and its display order is "3rd." This response alert condition data with code "3" also includes the message code "W0003" stored in message master table 12 as the message code of the message for which an alert is displayed.

[0021] 2, the response alert condition data with code "4" is data for displaying an alert when serving a customer who has been served at a special location within the past 60 days (period = 60, response location code "09: Other"), and its display order is "4th." This response alert condition data with code "4" also includes the message code "W0004" stored in message master table 12 as the message code for the message that will display the alert.

[0022] As shown in Fig. 3, the message master table 12 stores the message content for each message code "W0001" to "W0004." Specifically, the message master table 12 stores the message content "You have already called three times today" as the message content for the message code "W0001." The message master table 12 also stores the message content "Your address has been changed within the last three months" as the message content for the message code "W0002."

[0023] The message master table 12 also stores the message content "A reminder letter has been issued three times" as the message content for the message code "W0003." The message master table 12 also stores the message content "An answer is being provided in a special location" as the message content for the message code "W0004."

[0024] The customer master table 13 stores customer information including the customer name, date of birth, telephone number, address, etc., along with the unique identification information (customer ID) of each customer.

[0025] The response history data storage unit 14 stores response history data input by a staff member via the response input screen each time a customer is served, as will be described in detail later.

[0026] The message codes (W0001 to W0004) attached to the response alert condition data shown in Fig. 2, which were used when detecting the response history data corresponding to the customer designated by the person in charge from the response history data storage unit 14, are stored as a variable message list in the variable message list storage unit 15. As will be described later, messages having message contents corresponding to the message codes stored as this variable message list are read from the message master table 12 shown in Fig. 3 and displayed on the customer portal screen (see Fig. 12) or the like.

[0027] (Functional configuration of business support device) Next, the control unit 3 executes the business support program stored in the memory unit 2, and functions as a display control unit 21, a response history data generation unit 22, a response history data detection unit 23, a message list generation unit 24, and a message data detection unit 25, as shown in Figure 1.

[0028] The display control unit 21 displays, on the display unit (output device 7), a response input screen (see Figure 7) for inputting response history data when a staff member serves a customer, and a customer portal screen (see Figure 12) for the staff member to check alerts before serving a customer, for example.

[0029] The response history data generation unit 22 generates response history data including the response ID, customer ID, response start time, response end time, response party code, response method code, response location code, response content code, and response content in accordance with the input content entered by the staff member via the response input screen (see Figure 7), and stores the data in the response history data storage unit 14 shown in Figure 5.

[0030] The response history data detection unit 23 references the response history data storage unit 14 (see FIG. 5) which stores response history data including the unique identification information, response date, and response content, which is data generated by responding to each customer based on the unique identification information (customer ID) of the designated customer, and one or more pieces of response alert condition data including the response content between the customer and the customer who is the target of the alert and the message code corresponding to the response content, which are stored in the response alert condition master table 11 shown in FIG. 2. Then, the response history data detection unit 23 detects the response history data including the unique identification information (customer ID) of the designated customer and the response content of the response alert condition data from the response history data storage unit 14 shown in FIG. 5.

[0031] When the response history data detection unit 23 detects response history data corresponding to the response alert condition data and the unique identification information (customer ID) of the specified customer, the message data detection unit 25 refers to the message master table 12 shown in Fig. 3, which stores message data corresponding to each message code. Then, the message data detection unit 25 detects from the message master table 12 the message data corresponding to the message code included in the response alert condition data used to detect the response history data.

[0032] The display control unit 21 displays the detected message data on the display unit (output device 7).

[0033] That is, the response history data detection unit 23 detects, for each response alert condition data stored in the response alert condition master table 11, response history data (see Figure 5) including the unique identification information (customer ID) of the specified customer and the response content of the response alert condition data.

[0034] The message data detection unit 25 detects each message data corresponding to the message code included in each response alert condition data used to detect the response history data (see the message code in FIG. 2 and the message of the message code in FIG. 3). The display control unit 21 displays each detected message data on the display unit (output device 7).

[0035] More specifically, the response history data detection unit 23 includes a message list generation unit 24 that stores the message code included in the detected response history data in the variable message list storage unit 15 shown in Fig. 6. The message data detection unit 25 detects message data corresponding to the message code stored in the variable message list storage unit 15 from the message master table 12. This allows the staff member to display an alert message corresponding to the response to the customer via the customer portal screen (see Fig. 12) before the staff member responds to the customer, enabling advance confirmation.

[0036] (Inputting response history data) In the business support device 1 according to this embodiment, when a staff member interacts with a customer, the staff member inputs the interaction history data. Specifically, when the staff member specifies the input of the interaction history data, the display control unit 21 displays the interaction input screen shown in Fig. 7. This interaction input screen includes a selection field for the customer ID, a display field for the customer name, an input field for the interaction date and time, a selection field for the person who was interacted with, a selection field for the interaction method, a selection field for the interaction location, a selection field for the interaction content code, and an input field for the interaction content.

[0037] When the staff member attends to a customer, the staff member selects the customer ID of the customer they attended to via this response input screen. The display control unit 21 refers to the customer master table 13 shown in Fig. 4 based on the selected customer ID, and displays the customer name corresponding to the selected customer ID on the response input screen.

[0038] Furthermore, when the register button 50 is operated, the response history data generation unit 22 generates response history data including the response ID, customer ID, response start time, response end time, served party code, response method code, response location code, response content code, and response content based on the input content on the response input screen, and stores the data in the response history data storage unit 14 shown in Fig. 5. As a result, response history data indicating the content of the response is accumulated and stored in the response history data storage unit 14 shown in Fig. 5 each time a response is made to each customer.

[0039] (Alert display behavior on customer portal screen) In this way, when the response history data is stored, it becomes possible to display a message on the customer portal screen as an alert for the customer, such as before the customer is served. To display this alert on the customer portal screen, the staff member first enters the customer name (and date of birth) of the desired customer via the customer search screen shown in FIG. 8, and operates the display button 60. In many cases, the customer name entered here is the name of the customer the staff member will be serving.

[0040] When the display button 60 is operated, the display control unit 21 refers to the customer master table 13 shown in Fig. 4 based on the input customer name, and displays the customer ID, date of birth, etc. corresponding to the input customer name as "search results" on the customer search screen, as shown in Fig. 8. When the "search results" corresponding to the input customer name are displayed, the staff member operates the select button 61.

[0041] When this selection button 61 is operated, the control unit 3 executes the alert display operation shown in the series of flowcharts in Figures 9 and 10. That is, by executing the business support program stored in the storage unit 2, the control unit 3 functions as the display control unit 21, the response history data generation unit 22, the response history data detection unit 23, the message list generation unit 24, and the message data detection unit 25, and performs the alert display operation of displaying a message that serves as an alert.

[0042] In this example, the display control unit 21 to the message data detection unit 25 are described as being realized by software based on a business support program. However, some or all of the display control unit 21 to the message data detection unit 25 may be realized by hardware. In either case, the same effects as those described below can be obtained.

[0043] In the flowchart of Fig. 9, in step S1, the response history data detection unit 23 acquires each response alert condition data by referring to the response alert condition master table 11 shown in Fig. 2. In the example of Fig. 2, the response alert condition data of codes "1" to "4" is acquired.

[0044] Next, in step S2, the response history data detection unit 23 acquires all response history data stored in the response history data storage unit 14 shown in Fig. 5. In addition, in step S3, the response history data detection unit 23 detects response history data corresponding to the response alert condition. Then, if response history data corresponding to the response alert condition data is detected (step S3: Yes), the message list generation unit 24 detects the message code shown in Fig. 2 that is included in the response alert condition data used when the response history data was detected, and stores this detected message code in the variable message list storage unit 15 shown in Fig. 6.

[0045] The response history data detection unit 23 and the message list generation unit 24 repeatedly execute the processes of steps S2 and S3 the number of times equal to the number of response alert condition data (a total of four times in the example of FIG. 2). As a result, a variable message list shown in FIG. 6 is generated with message codes corresponding to the response alert conditions for which the response history data was detected.

[0046] To explain in detail the operation of generating such a variable message list, the response history data detection unit 23 first performs the first loop processing to detect the response history data corresponding to the response alert condition data of code "1" and "number of calls: 3" stored in the response alert condition master table 11 shown in Figure 2.

[0047] Specifically, in this case, the response history data detection unit 23 refers to the response history data storage unit 14 shown in Figure 5 based on the customer ID of "12345" entered via the customer search screen shown in Figure 8 and the response alert condition data of "number of calls: 3" with code "1".

[0048] Then, the response history data detection unit 23 detects the following as shown in FIG. 11(a): Customer ID=12345, and Response date > Processing date - Response alert condition data period (1 day), and Response method code (see Figure 2) = 01: Call The response history data corresponding to the above condition is detected from the response history data storage unit 14.

[0049] As a result, in this example, response history data with response IDs of "4" to "7" is detected, as shown in Fig. 11(a). When response history data is detected in this way (step S3: Yes), the message list generation unit 24, in step S4, obtains the message code "W0001" contained in the response alert condition data of code "1" used when the response history data was detected from the response alert condition master table 11 shown in Fig. 2, and stores it in the variable message list storage unit 15 shown in Fig. 6.

[0050] Next, as the second loop processing, the response history data detection unit 23 detects the response history data corresponding to the response alert condition data of "address change" with code "2" stored in the response alert condition master table 11 shown in Figure 2.

[0051] Specifically, in this case, the response history data detection unit 23 refers to the response history data storage unit 14 shown in Figure 5 based on the customer ID of "12345" entered via the customer search screen shown in Figure 8 and the response alert condition data of "address change" with code "2".

[0052] Then, the response history data detection unit 23 detects the following as shown in FIG. 11(b): Customer ID=12345, and Response date > Processing date - Response alert condition data period (90 days), and Response content code (see Figure 2) = 05: Address change The response history data corresponding to the above condition is detected from the response history data storage unit 14.

[0053] As a result, in this example, response history data with a response ID of "1" is detected, as shown in Fig. 11(b). When response history data is detected in this way (step S3: Yes), the message list generation unit 24, in step S4, obtains the message code "W0002" contained in the response alert condition data of code "2" used when the response history data was detected from the response alert condition master table 11 shown in Fig. 2, and stores it in the variable message list storage unit 15 shown in Fig. 6.

[0054] Next, as the third loop processing, the response history data detection unit 23 detects the response history data corresponding to the response alert condition data of the "joint debtor" with code "3" stored in the response alert condition master table 11 shown in Figure 2.

[0055] Specifically, in this case, the response history data detection unit 23 refers to the response history data storage unit 14 shown in Figure 5 based on the customer ID of "12345" entered via the customer search screen shown in Figure 8 and the response alert condition data of "Response to joint debtor" with code "3".

[0056] Then, the response history data detection unit 23 detects the following as shown in FIG. 11(c): Customer ID=12345, and Response date > Processing date - Response alert condition data period (60 days), and Counterparty code (see Figure 2) = 02: Joint debtor The response history data corresponding to the above condition is detected from the response history data storage unit 14.

[0057] As a result, in this example, response history data with a response ID of "7" is detected, as shown in Fig. 11(c). When response history data is detected in this way (step S3: Yes), the message list generation unit 24, in step S4, obtains the message code "W0003" contained in the response alert condition data of the code "3" used when the response history data was detected from the response alert condition master table 11 shown in Fig. 2, and stores it in the variable message list storage unit 15 shown in Fig. 6.

[0058] Next, as the fourth loop processing, the response history data detection unit 23 detects the response history data corresponding to the response alert condition data of "special location" with code "4" stored in the response alert condition master table 11 shown in Figure 2.

[0059] Specifically, in this case, the response history data detection unit 23 refers to the response history data storage unit 14 shown in Figure 5 based on the customer ID of "12345" entered via the customer search screen shown in Figure 8 and the response alert condition data of "special location" with code "4".

[0060] Then, the response history data detection unit 23 detects the following as shown in FIG. 11(d): Customer ID=12345, and Response date > Processing date - Response alert condition data period (60 days), and Reception area code (see Figure 2) = 09: Other The response history data corresponding to the above condition is detected from the response history data storage unit 14.

[0061] As a result, in this example, response history data with a response ID of "8" is detected, as shown in Figure 11(d). When response history data is detected in this way (step S3: Yes), the message list generation unit 24, in step S4, obtains the message code of "W0004" contained in the response alert condition data of code "4" used when the response history data was detected from the response alert condition master table 11 shown in Figure 2, and stores it in the variable message list storage unit 15 shown in Figure 6. As a result, a variable message list is generated with message codes of "W0001" to "W0004", as shown in Figure 6.

[0062] In this way, when the processes of step S2 and step S3 are executed for the number of response alert condition data, the process proceeds to step S5 in the flowchart of FIG.

[0063] In step S5, message data detection unit 25 acquires messages corresponding to the message codes "W0001" to "W0004" stored in variable message list storage unit 15 from message master table 12 shown in FIG.

[0064] 12 via the output device 7. Then, the display control unit 21 displays a message corresponding to the message code "W0001" obtained from the message master table 12 on the customer portal screen, and then displays a message corresponding to the message code "W0002" obtained from the message master table 12 on the customer portal screen. This operation is repeated the number of times equal to the number of message codes obtained from the message master table 12.

[0065] As a result, as shown in Figure 12, for example, "I've already called three times today." "Your address has changed within the last three months." "There is a history of dealing with co-debtors," A message such as "You are being served in a special location" can be displayed before serving a customer, which reduces the workload of serving customers and enables appropriate customer service.

[0066] (Effects of the embodiment) As is clear from the above description, the business support device 1 according to the embodiment displays an alert on the customer portal screen, thereby allowing the person in charge to recognize necessary information in advance before attending to the customer.

[0067] Furthermore, the business support device 1 of the embodiment can set conditions (period, number of times, code, etc.) for displaying an alert in the response alert condition master table 11, thereby enabling flexible response for each client of a company or the like.

[0068] Therefore, the business support device 1 of the embodiment can reduce the risk of violating the law and the risk of inappropriately dealing with customers, and can improve business efficiency by reducing the need to check the content of responses.

[0069] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This invention can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of goals "8" and "9" of the SDGs.

[0070] Furthermore, this invention can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs goals 12, 13, and 15.

[0071] Furthermore, the present invention can contribute to strengthening control and governance, thereby contributing to the achievement of Goal 16 of the SDGs.

[0072] [Other embodiments] The present invention can be implemented in various different forms other than the above-described embodiments within the scope of the technical concept described in the claims.

[0073] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically may be performed manually, or all or part of the processes described as being performed manually may be performed automatically using a known method or the like.

[0074] Furthermore, the processing procedures, control procedures, specific names, registered data for each process, information including parameters such as search conditions, screen examples, and database configurations shown in the specification or drawings may be changed as desired unless otherwise specified.

[0075] Furthermore, the components of the business support device 1 shown in the figure are conceptual functional components and do not necessarily have to have the physical configuration shown in the figure. For example, all or any part of the processing functions of the business support device 1, particularly the processing functions performed by the control unit 3, may be realized by a program interpreted and executed by the control unit 3 (CPU: Central Processing Unit), or may be realized by hardware using wired logic.

[0076] The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in the embodiments, and is mechanically read by the business support device 1 as needed. That is, a computer program is recorded in the storage unit 2, such as a ROM or HDD, for working with an OS (Operating System) to give instructions to a control unit 3 (CPU) and perform various processes. The computer program is loaded into RAM, expanded, and executed by the control unit 3 as appropriate.

[0077] In addition, the business support program of this business support device 1 may be stored in another server device connected to the business support device 1 via any network, and all or part of it may be downloaded and executed as needed.

[0078] Furthermore, the business support program for executing the processes described in the embodiments may be stored in a non-transitory computer-readable recording medium, or may be configured as a program product.

[0079] Here, the "recording medium" can be any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical Disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc.

[0080] Furthermore, a "program" is a data processing method written in any language or description method, regardless of the format, such as source code or binary code.

[0081] It should be noted that a "program" is not necessarily limited to a single structure, but includes a structure that is distributed as multiple modules or libraries, and a structure that achieves its function by working together with other programs, such as an OS.

[0082] Furthermore, the specific configuration for reading the recording medium in the task support device 1 of the embodiment, the reading procedure, and the installation procedure after reading can be any known configuration or procedure.

[0083] The memory unit 2 is a storage means such as a memory device such as RAM or ROM, a fixed disk device such as a hard disk, a flexible disk, or an optical disk, and stores various programs, tables, databases, web page files, etc. used for various processes or providing websites.

[0084] The business support device 1 may be configured as an information processing device such as a known personal computer or a workstation, or may be configured as an information processing device connected to any peripheral device. The information processing device may be implemented with software (including programs or data) that realizes the processes described in the embodiments.

[0085] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the drawings, and all or part of them can be functionally or physically distributed or integrated in any unit depending on various additions or functional loads. In other words, the above-mentioned embodiments can be selectively implemented by combining them in any way. [Industrial Applicability]

[0086] The present invention is suitable for use in industries such as finance, insurance, and retail, where the details of interactions with customers and business partners are recorded and used in audits and for future interactions. [Explanation of symbols]

[0087] 1 Business support equipment 2 Storage section 3. Control Unit 4. Communication interface section 5 Input / Output Interface Section 6 Input Devices 7 Output Devices 11 Response Alert Condition Master Table 12 Message Master Table 13 Customer Master Table 14. Response history data storage unit 15 Variable message list storage section 21 Display control unit 22 Response history data generation unit 23 Response history data detection unit 24 Message list generator 25 Message data detector 50 Registration button 60 Display button 61 Select button

Claims

1. a response history data detection unit that references a response history data storage unit that stores one or more response alert condition data stored in a response alert condition master table, the response history data being data generated by responding to each customer based on the unique identification information of the designated customer, the response history data including the unique identification information, response date, and response content, and detects the response history data including the unique identification information of the designated customer and the response content of the response alert condition data; a message data detection unit that, when the response history data is detected, references a message master table in which message data corresponding to each of the message codes is stored, and detects the message data corresponding to the message code included in the response alert condition data used to detect the response history data; a display control unit that displays the detected message data on a display unit; A business support device having the above.

2. the response history data detection unit detects, for each of the response alert condition data stored in the response alert condition master table, the response history data including the unique identification information of a designated customer and the response content of the response alert condition data; the message data detection unit detects each of the message data corresponding to the message code included in each of the response alert condition data used to detect the response history data; the display control unit displays each of the detected message data on the display unit; 2. The business support device according to claim 1, wherein:

3. the response history data detection unit includes a message list generation unit that stores the message code included in the detected response history data in a message list; the message data detection unit detects, from the message master table, the message data corresponding to the message code stored in the message list; 3. The business support device according to claim 2, wherein:

4. a response history data detection step in which the response history data detection unit references a response history data storage unit that stores one or more response alert condition data including the content of the response between the customer who is the target of the alert and a message code corresponding to the content of the response, which is stored in the response alert condition master table, and the response history data that is generated by responding to each customer based on the unique identification information of the designated customer, and the response history data including the unique identification information, the response date, and the content of the response, and detects the response history data including the unique identification information of the designated customer and the response content of the response alert condition data; a message data detection step in which, when the response history data is detected, a message data detection unit refers to a message master table in which message data corresponding to each of the message codes is stored, and detects the message data corresponding to the message code included in the response alert condition data used to detect the response history data; a display control step in which a display control unit displays the detected message data on a display unit; A business support method having the above.

5. Computer, a response history data detection unit that references a response history data storage unit that stores one or more response alert condition data stored in a response alert condition master table, the response history data being data generated by responding to each customer based on the unique identification information of the designated customer, the response history data including the unique identification information, response date, and response content, and detects the response history data including the unique identification information of the designated customer and the response content of the response alert condition data; a message data detection unit that, when the response history data is detected, references a message master table in which message data corresponding to each of the message codes is stored, and detects the message data corresponding to the message code included in the response alert condition data used to detect the response history data; A display control unit that displays the detected message data on a display unit. A business support program that functions as a

Citation Information

Patent Citations

  • Article data processor, article data processing program, and system

    JP2024029840A