Program, method, information processing device and system
A program utilizing a large-scale language model generates tailored support information from accumulated business performance data, addressing the inadequacy of existing evaluation systems by providing actionable insights and improvement measures.
Patent Information
- Application Number
- JP2024190854
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-10-30
- Publication Date
- 2025-12-03
AI Technical Summary
Existing systems fail to provide suitable evaluation reports that cater to the diverse needs of users, particularly in business performance evaluation.
A computer-executed program that includes performance data reception, document data reception, storage, support identification, and support presentation steps, utilizing a large-scale language model to generate tailored support information based on accumulated data.
Enables the presentation of suitable evaluation reports that provide actionable insights and improvement measures, enhancing user performance through personalized support.
Smart Images

Figure 2025175927000001_ABST
Abstract
Description
[Technical Field]
[0001] The present disclosure relates to a program, a method, an information processing device, and a system. [Background technology]
[0002] 2. Description of the Related Art Techniques for outputting evaluation reports on business performance and the like are known. Patent Document 1 discloses a technique for providing accurate instructions and advice regarding sales activities to each sales representative, regardless of the skill level of the manager. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2004-318865 Summary of the Invention [Problem to be solved by the invention]
[0004] There is a problem in that suitable evaluation reports cannot be presented. Therefore, the present disclosure has been made to solve the above problem, and its purpose is to provide a technology for presenting a suitable evaluation report. [Means for solving the problem]
[0005] A program to be executed by a computer having a processor and a memory unit, wherein the processor executes the following steps: a performance reception step in which input of performance data indicating performance for each item in a business; a document reception step in which input of document data for the performance data received in the performance reception step is received from an administrator; a storage step in which each of the multiple performance data received in the performance reception step is associated with the multiple document data received in the document reception step and stored as accumulated data; a support identification step in which, based on predetermined first performance data indicating the performance for each item of a first user, references the accumulated data stored in the storage step to identify first accumulated data including one or more document data; and a support presentation step in which first support information is presented based on the first accumulated data identified in the support identification step. [Effects of the Invention]
[0006] According to the present disclosure, a suitable evaluation report can be presented. [Brief explanation of the drawings]
[0007] [Figure 1] FIG. 2 is a block diagram showing the functional configuration of the system 1. [Figure 2] FIG. 2 is a block diagram showing the functional configuration of the server 10. [Figure 3] 2 is a block diagram showing the functional configuration of a first user terminal 20. FIG. [Figure 4] 3 is a block diagram showing the functional configuration of an administrator terminal 30. FIG. [Figure 5] FIG. 10 is a diagram showing the data structure of a user table 1012. [Figure 6] FIG. 10 is a diagram showing the data structure of a performance table 1013. [Figure 7] FIG. 10 is a diagram showing the data structure of an evaluation table 1014. [Figure 8] FIG. 10 is a diagram showing the data structure of a prompt table 1015. [Figure 9] FIG. 10 is a diagram showing the data structure of a support table 1016. [Figure 10] 10 is a flowchart showing the operation of a support process. [Figure 11] 10 is a screen example showing the operation of the support processing. [Figure 12] FIG. 2 is a block diagram showing the basic hardware configuration of a computer 90. DETAILED DESCRIPTION OF THE INVENTION
[0008] Hereinafter, embodiments of the present disclosure will be described with reference to the drawings. In all drawings describing the embodiments, common components are designated by the same reference numerals, and repeated description will be omitted. Note that the following embodiments do not unduly limit the content of the present disclosure described in the claims. Furthermore, not all components shown in the embodiments are necessarily essential components of the present disclosure. Furthermore, each drawing is a schematic diagram and is not necessarily a precise illustration.
[0009] <System 1 Configuration> The system 1 in the present disclosure is an information processing system that provides support information related to business. The system 1 includes a server 10, a first user terminal 20, an administrator terminal 30, and an information processing device for a large-scale language model 50, all of which are connected via a network N. FIG. 1 is a block diagram showing the functional configuration of the system 1. As shown in FIG. FIG. 2 is a block diagram showing the functional configuration of the server 10. As shown in FIG. FIG. 3 is a block diagram showing the functional configuration of the first user terminal 20. As shown in FIG. FIG. 4 is a block diagram showing the functional configuration of the administrator terminal 30. As shown in FIG.
[0010] Each information processing device is configured by a computer equipped with an arithmetic unit and a storage device. The basic hardware configuration of the computer and the basic functional configuration of the computer realized by the hardware configuration will be described later. For each of the server 10, the first user terminal 20, the administrator terminal 30, and the large-scale language model 50, descriptions that overlap with the basic hardware configuration and basic functional configuration of the computer will be omitted.
[0011] <Server 10 configuration> The server 10 is an information processing device that provides an information processing service that provides support information. The server 10 includes a storage unit 101 and a control unit 104 .
[0012] <Configuration of the storage unit 101 of the server 10> The storage unit 101 of the server 10 includes an application program 1011 , a user table 1012 , a performance table 1013 , an evaluation table 1014 , a prompt table 1015 , and a support table 1016 .
[0013] The application program 1011 is a program for causing the control unit 104 of the server 10 to function as each functional unit. Application programs 1011 include applications such as a web browser application.
[0014] User table 1012 is a table that stores and manages information about member users (hereinafter, "users") who use the service. When a user registers to use the service, the user's information is stored in a new record in user table 1012. This allows the user to use the service according to the present disclosure. The user table 1012 is a table having columns of user ID, user name, and user data, with the user ID as the primary key. FIG. 5 is a diagram showing the data structure of the user table 1012. As shown in FIG.
[0015] The user ID is an item that stores user identification information for identifying a user. The user identification information is an item that is set with a unique value for each user. The user name is an item for storing the name of the user. The user name may be set to any character string such as a nickname instead of a name. The user data includes information specific to the individual user and attribute information relating to the user's characteristics and background. The user's unique information includes information unique to the user, such as the user's date of birth (age), sex, and the like. The user's attribute information includes information such as the user's educational history (highest level of education, major, graduation year), occupation, work history, interests, place of residence, and language.
[0016] The performance table 1013 is a table for storing and managing performance information related to the user's business activities, etc. Specifically, a quantitative index (performance data) is stored in association with each business item. The performance table 1013 is a table having columns for user ID, item name, performance data, and target period. FIG. 6 is a diagram showing the data structure of the performance table 1013.
[0017] The user ID is an item for storing user identification information for identifying a user. The item name is an item that stores information for identifying a task item. For example, the item name stores text data for specifying the following business performance, etc. 1. Indicators related to sales activity volume Number of rounds, number of phone calls, number of visits to existing customers, appointment acquisition rate at visits, number of quotations created and time to submit them 2. Indicators related to new business development Number of new customers acquired 3. Indicators related to orders - Negotiation progress, number of contracts concluded, contract amount, contract rate (ratio of contracts to number of proposals) 4. Sales-related indicators Sales target achievement rate, sales growth rate 5. Customer satisfaction index items Customer satisfaction survey scores, complaint response speed and resolution rate 6. Sales efficiency indicators Efficiency of sales activities (contract rate relative to number of visits and phone calls), submission rate of sales reports and their completeness, utilization of sales tools (e.g., CRM system entry rate) 7. Skills and knowledge indicators Product knowledge test scores, participation rate and comprehension level in sales skills training 8. Indicators for internal evaluation Evaluations from colleagues and other departments (such as survey results on communication skills, cooperation, etc.) The performance data is an item that stores quantitative indicators (number of times, achievement rate, score, etc.) of the task item specified by the item name. Note that the performance data does not necessarily have to be an item that stores quantitative indicators, and may be configured to store text data, audio data, image data, etc. that indicate the activity status of the task item, etc., described in text. The target period is an item for storing the target period of the performance data. For example, the performance information of the user can be stored and managed in any period unit such as one year, half year, quarter, month, or week. Additionally, the performance data may include text indicating the achievement status of business goals (such as weekly, monthly, quarterly, semi-annual, and yearly goals). For example, the performance data may include information indicating the goal of "receiving 10 orders by month A" and text indicating the achievement status and difference with respect to the goal, such as "receiving 6 orders in month B."
[0018] The evaluation table 1014 is a table for storing and managing information relating to evaluations (evaluation information). The evaluation table 1014 is a table having columns for evaluation target ID, evaluator ID, KPI data, evaluation data, and target period. FIG. 7 is a diagram showing the data structure of the evaluation table 1014. As shown in FIG.
[0019] The evaluation target ID is an item for storing user identification information for identifying the evaluation target. The evaluator ID is an item for storing user identification information for identifying the evaluator. The KPI data is an item that stores performance data to be evaluated regarding the work of the person to be evaluated during the target period. Specifically, the KPI data is stored by associating multiple work items with performance data related to the work items. The evaluation data is an item that stores the evaluation results of the evaluator's evaluation of the KPI data of the person being evaluated during the target period. For example, the evaluation data stores text data related to the following evaluation results. Specifically, the evaluation data includes the following feedback, advice, etc., provided by the evaluator to the person being evaluated (evaluated): 1.Evaluation of each indicator Degree of achievement against targets, comparison with the previous period or the same period last year, comparison with other sales representatives 2. Identifying strengths and weaknesses Indicators that are showing high performance and the reasons for it, indicators that have room for improvement and the reasons for it 3. Specific improvement measures Action plans to overcome weaknesses, strategies to further develop strengths, and suggestions for acquiring new skills and knowledge 4. Goal Setting Set short-term and long-term goals and identify milestones to achieve them 5. Providing resources · Providing tools and information necessary for sales activities, and ensuring support systems both inside and outside the company 6. Increased motivation Praise and recognition for achievements and expectations for future growth 7. Frequency and method of feedback Setting up regular meetings and emphasizing the importance of daily communication 8. Overall evaluation and future direction Evaluation of current sales activities overall and discussion of long-term career development direction Additionally, the evaluation data may include text indicating the achievement status of business goals (business goals such as weekly, monthly, quarterly, semi-annual, and yearly goals). For example, the performance data includes information on the goal of "receiving 10 orders by month A" and text indicating the achievement status and difference with respect to the goal, such as "receiving 6 orders in month B."
[0020] The prompt table 1015 is a table for storing and managing information relating to prompts (prompt information). The prompt table 1015 is a table having columns for user ID, input data, output data, and target period. FIG. 8 is a diagram showing the data structure of the prompt table 1015.
[0021] The user ID is an item for storing user identification information for identifying a user. The input data is an item that stores instructions (prompts) to be input to a large-scale language model, etc. In this disclosure, a prompt written as a character string is described as an example, but the input data may also include binary data such as images and audio. The output data is an item that stores the output data that the large-scale language model 50 outputs in response to the input data. The target period is an item for storing the target period of the performance data, evaluation data, KPI data, etc. used when creating the input data.
[0022] The support table 1016 is a table for storing and managing information related to support (support information). The support table 1016 is a table having columns for user ID, support data, and target period. FIG. 9 is a diagram showing the data structure of the support table 1016.
[0023] The user ID is an item for storing user identification information for identifying a user. The assistance data is an item that stores the evaluation results output from the large-scale language model. Specifically, the support data stores evaluation data including information such as feedback and advice for the evaluatee, similar to the items of evaluation data in the evaluation table 1014. In addition, in the present disclosure, the support data includes graphs and the like visually depicting numerical indicators of performance data for each task item. The target period is an item for storing the target period of the performance data, evaluation data, KPI data, etc. used when creating the assistance data.
[0024] <Configuration of the control unit 104 of the server 10> The control unit 104 of the server 10 includes a user registration control unit 1041. The control unit 104 executes an application program 1011 stored in the storage unit 101, thereby realizing each functional unit.
[0025] The user registration control unit 1041 performs processing to store information about users who wish to use the service according to the present disclosure in the user table 1012. The information stored in the user table 1012 is generated when a user opens a web page operated by a service provider from any information processing terminal, enters information into a predetermined input form, and transmits the information to the server 10. The user registration control unit 1041 stores the received information in a new record in the user table 1012, completing the user registration. This allows the user stored in the user table 1012 to use the service. Before the user registration control unit 1041 registers the user information in the user table 1012, the service provider may conduct a predetermined examination to restrict whether or not the user is permitted to use the service. The user ID may be any character string or number that can identify the user, any character string or number desired by the user, or may be automatically set by the user registration control unit 1041.
[0026] <Configuration of First User Terminal 20> The first user terminal 20 is an information processing device operated by a user who uses a service. The first user terminal 20 may be, for example, a mobile terminal such as a smartphone or tablet, a stationary personal computer (PC) or a laptop PC, or a wearable terminal such as a head mounted display (HMD) or a wristwatch terminal. The first user terminal 20 includes a storage unit 201 , a control unit 204 , an input device 206 , and an output device 208 .
[0027] <Configuration of the storage unit 201 of the first user terminal 20> The storage unit 201 of the first user terminal 20 includes a first user ID 2011 and an application program 2012 .
[0028] The first user ID 2011 is the user's account ID. The user transmits the first user ID 2011 from the first user terminal 20 to the server 10. The server 10 identifies the user based on the first user ID 2011 and provides the user with the service according to the present disclosure. The first user ID 2011 includes information such as a session ID temporarily assigned by the server 10 to identify the user using the first user terminal 20.
[0029] The application program 2012 may be stored in advance in the storage unit 201, or may be configured to be downloaded from a web server or the like operated by a service provider via a communication IF. The application programs 2012 include applications such as a web browser application. The application program 2012 includes an interpreted programming language such as JavaScript (registered trademark) that runs on a web browser application stored on the first user terminal 20.
[0030] <Configuration of the control unit 204 of the first user terminal 20> The control unit 204 of the first user terminal 20 includes an input control unit 2041 and an output control unit 2042. The control unit 204 executes an application program 2012 stored in the storage unit 201, thereby realizing each functional unit.
[0031] <Configuration of the input device 206 of the first user terminal 20> The input device 206 of the first user terminal 20 includes a camera 2061 , a microphone 2062 , a position information sensor 2063 , a motion sensor 2064 , and a touch device 2065 .
[0032] <Configuration of the output device 208 of the first user terminal 20> The output device 208 of the first user terminal 20 includes a display 2081 and a speaker 2082 .
[0033] <Configuration of administrator terminal 30> The administrator terminal 30 is an information processing device operated by an administrator who manages services. The administrator terminal 30 may be, for example, a mobile terminal such as a smartphone or tablet, a stationary personal computer (PC) or a laptop PC, or a wearable terminal such as a head mounted display (HMD) or a wristwatch terminal. The administrator terminal 30 includes a storage unit 301 , a control unit 304 , an input device 306 , and an output device 308 .
[0034] <Configuration of the storage unit 301 of the administrator terminal 30> The storage unit 301 of the administrator terminal 30 includes an administrator ID 3011 and an application program 3012 .
[0035] The administrator ID 3011 is the user's account ID. The user transmits the administrator ID 3011 from the administrator terminal 30 to the server 10. The server 10 identifies the user based on the administrator ID 3011 and provides the user with the services according to the present disclosure. The administrator ID 3011 includes information such as a session ID temporarily assigned by the server 10 to identify the user using the administrator terminal 30.
[0036] The application program 3012 may be stored in advance in the storage unit 301, or may be downloaded from a web server operated by a service provider via a communication IF. The application program 3012 includes an interpreter-type programming language such as JavaScript (registered trademark) that is executed on a web browser application stored in the administrator terminal 30.
[0037] <Configuration of the control unit 304 of the administrator terminal 30> The control unit 304 of the administrator terminal 30 includes an input control unit 3041 and an output control unit 3042. The control unit 304 executes an application program 3012 stored in the storage unit 301, thereby realizing each functional unit.
[0038] <Configuration of input device 306 of administrator terminal 30> The input device 306 of the administrator terminal 30 includes a camera 3061 , a microphone 3062 , a position information sensor 3063 , a motion sensor 3064 , and a keyboard 3065 .
[0039] <Configuration of the output device 308 of the administrator terminal 30> The output device 308 of the administrator terminal 30 includes a display 3081 and a speaker 3082 .
[0040] <Configuration of 50 large-scale language models> The large-scale language model 50 is an artificial intelligence system trained using massive amounts of text data, image data, audio data, etc. The large-scale language model 50 is a type of generative AI that can generate various content such as text, images, and audio. Examples of the large-scale language model 50 include ChatGPT, Claude, and StableDiffusion.
[0041] <System 1 Operation> Each process of the system 1 will be explained below. FIG. 10 is a flowchart showing the operation of the support process. FIG. 11 is an example of a screen showing the operation of the support process.
[0042] <Support Process> The support process is a process of presenting support information (advice, feedback) including evaluations, improvement measures, etc., regarding the business operations such as sales activities of a specific user based on performance data regarding the business operations such as sales activities of the user.
[0043] <Summary of support process> The assistance process is a series of steps that acquire and accumulate performance data of a large number of users, acquire and accumulate evaluation data from administrators (bosses, managers, etc.) based on the performance data, accept input of information that identifies a specific first user ID, acquire performance data for the first user for a specific target period, search for evaluation data based on the performance data, generate a prompt based on the evaluation data, acquire output data by inputting the prompt into a large-scale language model, create assistance data based on the output data, and present the created assistance data.
[0044] <Details of support process> The support process will be described in detail below.
[0045] In step S101, the control unit 104 of the server 10 executes a result reception step of receiving input of result data indicating the result for each item in the business. Specifically, a user such as an employee operates the input device 206 of the first user terminal 20 to input the URL of a page for inputting performance data (performance data input page) into a web browser or the like, and opens the performance data input page. The control unit 204 of the first user terminal 20 sends a request to the server 10 to open the performance data input page. Based on the received request, the control unit 104 of the server 10 generates a performance data input page and sends it to the first user terminal 20. The control unit 204 of the first user terminal 20 displays the received performance data input page on the display 2081 of the first user terminal 20. The performance data input page includes an input field for inputting performance data for each task item and an input field for the target period of the performance data. The user operates the input device 206 of the first user terminal 20 to input the performance data for each task item and the target period into the input fields. The control unit 204 of the first user terminal 20 transmits the first user ID 2011, the input performance data for each task item, and the target period to the server 10. The control unit 104 of the server 10 stores the received performance data and target period for each task item in the item name, performance data, and target period fields of a new record in the performance table 1013, respectively. As a result, the results of the user's daily work are stored in the results table 1013. Note that the results data may be input by an administrator such as a superior or manager, rather than an employee, using the administrator terminal 30. In addition to the first user terminal 20, any information processing terminal may collect the user's work results, automatically send them to the server 10, and store and accumulate them in the results table 1013.
[0046] Employees and managers may operate any information processing terminal to send text-formatted performance data such as daily, weekly, or monthly reports to the server 10 via email or chat tools such as Slack, Chatwork, or LineWorks, and store the data in the performance data item of the performance table 1013. Alternatively, the data may be input by voice into a microphone or the like provided on the information processing terminal. This allows users such as employees and managers to accumulate daily performance data in the performance table 1013 simply by performing the same operations as for regular reporting tasks such as daily reports, weekly reports, and monthly reports (including oral reports).
[0047] In step S102, the control unit 104 of the server 10 executes a document receiving step of receiving, from the administrator, input of document data for the performance data received in the performance receiving step. Specifically, the manager, at a predetermined timing, considers the business situation including performance information of employees (subordinates) that the manager manages, and evaluates users related to the employees (including work evaluation, performance evaluation, work evaluation, etc.). For example, the manager evaluates the work performance of employees every quarter, half year, or year. Specifically, a user such as an administrator operates the input device 306 of the administrator terminal 30 to input the URL of a page for inputting evaluation data (evaluation data input page) into a web browser or the like, and opens the evaluation data input page. The control unit 304 of the administrator terminal 30 sends a request to open the evaluation data input page to the server 10. Based on the received request, the control unit 104 of the server 10 generates an evaluation data input page and sends it to the administrator terminal 30. The control unit 304 of the administrator terminal 30 displays the received evaluation data input page on the display 3081 of the administrator terminal 30. The evaluation input page includes an evaluation target ID input field for inputting the user ID of the person being evaluated, and an input field for evaluation data. The administrator operates the input device 306 of administrator unit 0 to input the user ID (evaluation target ID) of the person being evaluated and the evaluation data in the input fields. The control unit 304 of the administrator terminal 30 transmits the administrator ID 3011, evaluation target ID, and evaluation data to the server 10.
[0048] In step S102, the control unit 104 of the server 10 executes a storage step of storing each of the plurality of result data received in the result receiving step as accumulated data in association with the plurality of document data received in the document receiving step. Specifically, the control unit 104 of the server 10 stores the received administrator ID 3011, evaluation target ID, and evaluation data in the items of evaluator ID, evaluation target ID, and evaluation data of a new record in the evaluation table 1014, respectively. The control unit 104 of the server 10 may receive performance data from the administrator terminal, or may search the user ID field in the performance table 1013 based on the evaluation target ID to acquire all or part of the performance data of the person being evaluated, and store it in the KPI data field of the target record in the evaluation table 1014. The KPI data field may store data that has been subjected to any processing or manipulation of the performance data, or that has been supplemented with comments from the administrator, etc.
[0049] The evaluation data may be input by an employee or the like, rather than by an administrator or the like, via the first user terminal 20. In addition to the administrator terminal 30, any information processing terminal may collect the evaluation results of users, automatically transmit them to the server 10, and store and accumulate them in the evaluation table 1014.
[0050] Employees and managers may operate any information processing terminal to send evaluation data in text format such as daily, weekly, or monthly reports to the server 10 via email or chat tools such as Slack, Chatwork, or LineWorks, and store the data in the evaluation data item of the evaluation table 1014. Alternatively, the data may be input by voice into a microphone or the like provided on the information processing terminal. This allows users such as employees and managers to accumulate daily evaluation data in the evaluation table 1014 simply by performing the same operations as for regular reporting tasks such as daily reports, weekly reports, and monthly reports (including oral reports).
[0051] Alternatively, users such as employees and managers may send data including both performance data and evaluation data to the server 10 in a text format such as a daily report, weekly report, or monthly report via email or a chat tool such as Slack, Chatwork, or Line Works, and the data may be stored in the performance data items of the performance table 1013 and the evaluation data items of the evaluation table 1014. The control unit 104 of the server 10 may apply the large-scale language model 50 or the like to the acquired text data to extract performance data and evaluation data items, and store the performance data and evaluation data in the performance data items of the performance table 1013 and the evaluation data items of the evaluation table 1014, respectively. Specifically, this is because a daily report or the like of a sales representative generally includes both performance data relating to performance and evaluation data relating to evaluation.
[0052] In the support process of the present disclosure, steps S101 and S102 are executed asynchronously with step S103 and subsequent steps, whereby the server 10 accumulates performance data and evaluation data in the performance table 1013 and evaluation table 1014, respectively, as needed.
[0053] In step S103, the control unit 104 of the server 10 executes a first user input step of accepting input of a first user ID for identifying the first user. Specifically, the first user operates the input device 206 of the first user terminal 20 to execute a browser application or the like, and opens the support page D1 by inputting the URL of a web page (support page) for executing the support process. The control unit 204 of the first user terminal 20 transmits a request including the first user ID 2011 to the server 10 to open the support page. In the present disclosure, an example in which step S103 and subsequent steps are executed by the first user is disclosed as an example, but the steps may be executed by any user such as an administrator or another user.
[0054] In step S104, the control unit 104 of the server 10 executes a first achievement acquisition step of acquiring first achievement data of the first user based on the first user ID input in the first user input step. Specifically, the control unit 104 of the server 10 searches the user ID item in the performance table 1013 based on the first user ID 2011, and acquires performance information (first performance information) including the item name and performance data for the latest target period. Note that the acquired performance information does not necessarily have to be for the latest target period, and the configuration may be such that performance information for a target period specified by an information terminal or the like is acquired.
[0055] In step S105, the control unit 104 of the server 10 executes a support identification step in which, based on predetermined first performance data indicating the performance of the first user for each item, the accumulated data stored in the storage step is referenced to identify first accumulated data including one or more document data. Specifically, the control unit 104 of the server 10 refers to the performance data item in the performance table 1013 based on the first performance information acquired in step S104, and acquires one or more performance information (first accumulated data) similar to the first performance data. The following methods are available for calculating the similarity of performance data. 1. Euclidean distance The performance data for one or more business items is treated as vectors in a multidimensional space, and the linear distance between the vectors is used as a measure of similarity. The closer the distance, the more similar the performance information is. 2. Cosine Similarity Performance data for one or more business items is treated as vectors in a multidimensional space, and the cosine angle between the vectors is used as a measure of similarity. The closer the distance, the more similar the performance information. In addition, the similarity between performance information can be calculated using Pearson correlation coefficient, Jaccard similarity, Mahalanobis distance, machine learning, deep learning, or any other artificial intelligence model. Additionally, the control unit 104 of the server 10 may acquire one or more pieces of performance information that have a similar tendency or pattern to the first performance data.
[0056] In step S105, the support specifying step executes a step of specifying first accumulated data by referring to accumulated data including performance data of a second user different from the first user stored in the storing step. Specifically, the accumulated data may include only the past performance information of the first user, or may include the past performance information of a user other than the first user (a second user). In the present disclosure, by referring to past performance information of other users, more useful support information can be provided to the first user. The control unit 104 of the server 10 searches for items such as the target period in the evaluation table 1014 based on information such as the target period of the performance information included in the first accumulated data, and acquires one or more evaluation data entered by an administrator or the like for the first accumulated data. Note that the performance information stored in the performance table 1013 and the evaluation information stored in the evaluation table 1014 may be linked by identification information such as an ID, and the evaluation data (first accumulated data) may be acquired based on the ID or the like. The first accumulated data of the present disclosure may include both performance information and evaluation information.
[0057] In step S106, the control unit 104 of the server 10 executes a prompt generating step of generating a prompt for suggesting improvement measures for the work of the first user based on the first performance data and the first accumulated data. Specifically, the control unit 104 of the server 10 generates a prompt, which is a command statement for the large-scale language model, using the first performance data and the first accumulated data. An example of a prompt is shown below. 〔prompt〕 #Orders Based on the KPI indicators for User A below, and referring to past accumulated data A to C, output information to support User A's work, such as an evaluation of his / her work, advice, and improvement measures. #User A's KPI indicators (first performance data) Number of rounds: Number of new customers acquired: ·Number of contracts signed:··· ·Sales target achievement rate:··· #Past accumulated data A (first accumulated data) KPI indicator: Target period YMD~YMD Number of rounds: Number of new customers acquired: ·Number of contracts signed:··· ·Sales target achievement rate:··· Evaluation from my boss: · Relationships with existing customers are good, but new business development is an issue The proposal needs to be more complete You need to deepen your product knowledge Advice from my boss: Actively participate in industry events and exhibitions to develop new business. When preparing a proposal, seek advice from the sales planning department. Participate in in-house training to deepen your product knowledge #Past accumulated data B... (first accumulated data) #Past accumulated data C···(first accumulated data)
[0058] The prompt generation step executes a prompt generation step that excludes information about the user and customer from the first accumulated data, and personal information of the second user from the first accumulated data, and generates a prompt that proposes improvement measures for the first user's business. Specifically, when generating a prompt, the control unit 104 of the server 10 excludes information about users and customers such as second users, employees, and administrators that are related to the performance data and evaluation data contained in the first accumulated data. For example, information about users and customers includes the following information: 1. Personal Information Sales representative's name, contact details, address, date of birth, etc. Name, contact details, job title, etc. of customer representative Personally identifiable information and privacy-related information 2.Customer information Name, address, contact details of client companies, etc. - Business details, scale, financial status, etc. of the client company · Transaction history, purchase history, contract details, etc. of client companies 3. Details of sales activities Specific business details, proposals, negotiation history, etc. - Information about competitors and sales strategies 4. Confidential information Your company's sales know-how, unique sales methods, etc. Detailed specifications and pricing of your products and services Your company's management strategy, business plan, financial information, etc. The control unit 104 of the server 10 deletes, anonymizes, generalizes, or otherwise processes information relating to users and customers from the first accumulated data, and removes the information from the first accumulated data.
[0059] In step S107, the control unit 104 of the server 10 executes an assistance acquisition step of acquiring first assistance information including output data that is output by inputting the first accumulated data identified in the assistance identification step into a large-scale language model. The support acquisition step acquires first support information including output data that is output by inputting a prompt that causes the large-scale language model to propose improvement measures related to the work of the first user, based on the first stored data. Specifically, in step S107, the control unit 104 of the server 10 transmits a request including the prompt generated in the prompt generation step of step S106 to a URL such as an API endpoint provided by the large-scale language model 50. The control unit 104 of the server 10 receives a response including output data output by the large-scale language model 50 in response to the request.
[0060] In step S107, a sentence generating step is executed to generate a sentence referring to the achievements of one or more items related to the first user based on the first accumulated data. Specifically, the following output data can be acquired from the large-scale language model 50. The acquired output data includes sentences that mention one or more items (for example, "number of new customers acquired" or "number of rounds made"). [Output data (text describing the performance of the item)] ·Evaluation from your boss: The issue is that the number of new customers acquired has not reached the target. Although the number of outside visits has increased, it has not led to new acquisition. It is necessary to review the content of proposals made during visits and the method of selecting target customers. Advice from my boss: To strengthen new business development, work with the sales planning department to create a list of target customers. Then, prepare proposals tailored to the needs of each target customer and improve the quality of your visits.
[0061] Based on the prompt generated in the prompt generating step of step S106, the following first support information can be acquired.
[0062] The support acquisition step acquires first support information including output data that is output by inputting information obtained by excluding information about the user and the customer from the first stored data into a large-scale language model. The accumulated data accumulated for another user (second user) may include information (personal information, etc.) of the other user or customer. It may be undesirable to include such individual information in the first support information for the performance data of the first user from the viewpoint of privacy and confidential information management. Even in such a case, it is possible to prevent information about other users, customer information, etc. from being included in the first support information.
[0063] The support acquisition step acquires first support information including output data that is output by inputting information obtained by excluding personal information of the second user from the first stored data into a large-scale language model. The accumulated data accumulated for another user (second user) may include personal information such as individual information about the second user. It may be undesirable to include such individual information in the first support information for the performance data of the first user from the viewpoint of privacy and confidential information management. Even in such a case, it is possible to prevent the second user's personal information and the like from being included in the first support information.
[0064] Although the present disclosure has disclosed an example in which assistance information is output from stored data using the large-scale language model 50, the present disclosure is not limited to this. For example, assistance information may be output by applying stored data to a machine learning model, a deep learning model, or any artificial intelligence model.
[0065] In step S107, the control unit 104 of the server 10 stores the first user ID 2011, the prompt generated in step S106, the output data obtained in step S107, and the target period in the user ID, input data, output data, and target period fields of a new record in the prompt table 1015, respectively.
[0066] In step S108, the control unit 104 of the server 10 creates first support information based on the output data output from the large-scale language model acquired in step S107. The first support information may be the output data itself output from the large-scale language model, or may include any information obtained by processing the output data or adding additional information. Specifically, the control unit 104 of the server 10 identifies one or more items mentioned in the output data output from the large-scale language model 50. For example, the control unit 104 of the server 10 identifies performance items such as "number of new customers acquired" and "number of field visits." The control unit 104 of the server 10 identifies performance data corresponding to the one or more performance items from the first performance data. Specifically, the control unit 104 of the server 10 identifies performance data including "number of new customers acquired: A cases", "number of outside sales: B times", etc., based on the first performance data.
[0067] The control unit 104 of the server 10 executes an indicator drawing step of drawing numerical indicators relating to one or more items mentioned in the sentence generated in the sentence generating step. Specifically, the control unit 104 of the server 10 generates a graph depicting numerical indicators of one or more items mentioned in the output data from the large-scale language model 50, based on the identified first performance information. The graph may be generated in any format such as png, jpg, svg, or as a data structure such as json.
[0068] In step S109, the control unit 104 of the server 10 executes a support providing step of providing first support information based on the first accumulated data identified in the support identifying step. The support providing step executes a step of presenting the first support information acquired in the support acquiring step. Specifically, the server 10 generates a support page and transmits it to the first user terminal 20. The control unit 204 of the first user terminal 20 displays the support page on the display 2081 of the first user terminal 20 and presents it.
[0069] The support presentation step includes a sentence generation step of generating a sentence referring to the achievements of one or more items related to the first user based on the first accumulated data, and an indicator drawing step of drawing a numerical indicator related to the one or more items mentioned in the sentence generated in the sentence generation step, and executes a step of presenting first support information including the sentence generated in the sentence generation step and the numerical indicator drawn in the indicator drawing step. The support providing step executes a step of presenting both the sentence generated in the sentence generating step and the numerical indicator drawn in the indicator drawing step. The indicator drawing step draws numerical indicators for one or more items mentioned in the sentence generated in the sentence generation step, and does not draw numerical indicators for one or more items not mentioned in the sentence generated in the sentence generation step.
[0070] 11 is an example of a support screen in the support process. A support page D1 is displayed on the display 2081 of the first user terminal 20. The support page D1 includes an evaluation report D101, a graph D102 related to the evaluation report D101, and a link D111 to a performance data input page. The evaluation report D101 is an item that displays sentences based on output data output from the large-scale language model 50. The graph D102 is an item that displays a graph that plots numerical indicators of one or more items related to the first performance information based on the first performance information. The graph D102 does not need to display all of the first performance information. The graph D102 may be a graph that plots only the numerical indicators of one or more items of the first performance information that are mentioned in the text displayed in the evaluation report D101, and excludes the numerical indicators of items that are not mentioned in the text displayed in the evaluation report D101. For example, in Fig. 11, the evaluation report includes the item "number of acquisitions" (D1011). In this case, the graph D102 can display the results of tallying the performance information regarding the number of acquisitions. This allows the user to receive a presentation of a text based on the performance data of the first user, along with a graph depicting numerical indicators of one or more items mentioned in the text. When performance data includes many items such as behavioral indicators and performance indicators, it is possible to present only graphs related to the items mentioned in the text. This avoids the display of graphs of other irrelevant indicators such as many other behavioral indicators and performance indicators, thereby avoiding the presentation of cumbersome information.
[0071] In step S109, the control unit 104 of the server 10 stores the first user ID 2011, the created first support information, and the target period in the user ID, support data, and target period fields of a new record in the support table 1016, respectively.
[0072] The support information can be presented using any output device 208 of the first user terminal 20. For example, the support information may be presented visually using a display 2081, or a text explaining the content of the support information may be output (presented) from a speaker 2082 using any text reading program or the like. For example, by outputting the support information from the speaker 2082, the first user terminal 20 can provide the support information to the employee or the like related to the first user in a natural manner, similar to a typical oral interview or oral advice provided by a supervisor or the like.
[0073] <Basic computer hardware configuration> 12 is a block diagram showing the basic hardware configuration of a computer 90. The computer 90 includes at least a processor 901, a main memory device 902, an auxiliary memory device 903, and a communication IF 991 (interface), which are electrically connected to one another by a communication bus 921.
[0074] The processor 901 is hardware for executing an instruction set written in a program, and is composed of an arithmetic unit, registers, peripheral circuits, and the like.
[0075] The main memory device 902 is used to temporarily store programs, data to be processed by the programs, etc. For example, it is a volatile memory such as a DRAM (Dynamic Random Access Memory).
[0076] The auxiliary storage device 903 is a storage device for saving data and programs, such as a flash memory, a hard disk drive (HDD), a magneto-optical disk, a CD-ROM, a DVD-ROM, or a semiconductor memory.
[0077] The communication IF 991 is an interface for inputting and outputting signals for communicating with other computers via a network using wired or wireless communication standards. The network is composed of the Internet, a LAN, various mobile communication systems constructed by wireless base stations, etc. For example, the network includes 3G, 4G, and 5G mobile communication systems, LTE (Long Term Evolution), and wireless networks (e.g., Wi-Fi (registered trademark)) that can connect to the Internet via a predetermined access point. In the case of a wireless connection, communication protocols include, for example, Z-Wave (registered trademark), ZigBee (registered trademark), and Bluetooth (registered trademark). In the case of a wired connection, the network also includes a direct connection using a USB (Universal Serial Bus) cable, etc.
[0078] It should be noted that the computer 90 can be virtually realized by distributing all or part of each hardware configuration across multiple computers 90 and interconnecting them via a network. In this way, the computer 90 is a concept that includes not only a computer 90 housed in a single housing or case, but also a virtualized computer system.
[0079] <Basic functional configuration of computer 90> The following describes the functional configuration of a computer realized by the basic hardware configuration (FIG. 12) of the computer 90. The computer includes at least the functional units of a control unit, a storage unit, and a communication unit.
[0080] The functional units of the computer 90 can also be realized by distributing all or part of the functional units among multiple computers 90 interconnected via a network. The computer 90 is a concept that includes not only a single computer 90 but also a virtualized computer system.
[0081] The control unit is realized by the processor 901 reading out various programs stored in the auxiliary storage device 903, expanding them in the main storage device 902, and executing processing in accordance with the programs. The control unit can realize functional units that perform various types of information processing depending on the type of program. In this way, the computer is realized as an information processing device that performs information processing.
[0082] The functions performed by the components described herein may be implemented in circuitry or processing circuitry, including general-purpose processors, application-specific processors, integrated circuits, ASICs (Application Specific Integrated Circuits), a CPU (a Central Processing Unit), conventional circuits, and / or combinations thereof, programmed to perform the described functions. A processor includes transistors and other circuits and is considered to be circuitry or processing circuitry. A processor may also be a programmed processor that executes programs stored in memory. In this specification, a circuitry, unit, or means is hardware that is programmed to realize or performs the described functions, which may be any hardware disclosed herein or any hardware known to be programmed to realize or perform the described functions. If the hardware is a processor considered to be a type of circuitry, the circuitry, means, or unit is a combination of the hardware and software used to configure the hardware and / or processor.
[0083] The storage unit is realized by a main storage device 902 and an auxiliary storage device 903. The storage unit stores data, various programs, and various databases. Furthermore, the processor 901 can allocate a storage area corresponding to the storage unit in the main storage device 902 or the auxiliary storage device 903 in accordance with the programs. Furthermore, the control unit can cause the processor 901 to execute processes for adding, updating, and deleting data stored in the storage unit in accordance with the various programs.
[0084] A database refers to a relational database, which manages data sets called masters and tables in a tabular format structurally defined by rows and columns, by relating them to each other. In a database, a table is called a table, a master, a column in a table is called a column, and a row in a table is called a record. In a relational database, relationships between tables and masters can be set and associated. Typically, each table and each master has a column set as a primary key to uniquely identify a record, but setting a primary key to a column is not essential. The control unit can cause the processor 901 to add, delete, or update records in specific tables and masters stored in the storage unit according to various programs. Furthermore, by storing data, various programs, and various databases in the storage unit, it can be considered that the information processing device and information processing system according to the present disclosure have been manufactured.
[0085] Note that the databases and masters in this disclosure may include any data structure in which information is structurally defined (such as a list, dictionary, associative array, or object). The data structure also includes data that can be considered as a data structure by combining data with functions, classes, methods, etc. written in any programming language.
[0086] The communication unit is realized by the communication IF 991. The communication unit realizes a function of communicating with other computers 90 via a network. The communication unit can receive information transmitted from other computers 90 and input the information to the control unit. The control unit can cause the processor 901 to execute information processing on the received information in accordance with various programs. In addition, the communication unit can transmit information output from the control unit to other computers 90.
[0087] <Additional Notes> The matters described in the above embodiments will be supplemented below.
[0088] (Appendix 1) A program to be executed by a computer having a processor and a memory unit, wherein the processor executes the following steps: a result reception step (S101) for receiving input of result data indicating result for each item in a business; a document reception step (S102) for receiving input of document data for the result data received in the result reception step from an administrator; a storage step (S102) for storing each of the multiple result data received in the result reception step as accumulated data in association with the multiple document data received in the document reception step; a support identification step (S105) for identifying first accumulated data including one or multiple document data by referring to the accumulated data stored in the storage step based on predetermined first result data indicating result for each item of a first user; and a support presentation step (S109) for presenting first support information based on the first accumulated data identified in the support identification step. This makes it possible to present a suitable evaluation report based on documents previously created by an actual person such as a manager, rather than an evaluation report simply generated from a template, for the performance data of the first user.
[0089] (Appendix 2) A program described in Appendix 1, wherein a processor executes an assistance acquisition step (S107) in which first assistance information including output data output by inputting the first accumulated data identified in the assistance identification step into a large-scale language model, and an assistance presentation step (S109) is a step in which the first assistance information acquired in the assistance acquisition step is presented. This makes it possible to present a natural evaluation report that looks like it was actually created manually, rather than an evaluation report that is simply generated from a template for the performance data of the first user.
[0090] (Appendix 3) The program according to appendix 2, wherein the support specifying step (S105) is a step of specifying the first accumulated data by referring to accumulated data including the performance data of a second user different from the first user stored in the storing step. This makes it possible to present a suitable evaluation report based on documents accumulated for users other than the first user, for the performance data of the first user.
[0091] (Appendix 4) The program described in Appendix 3, wherein the support acquisition step (S107) is a step of acquiring first support information including output data output by inputting information excluding information about users and customers from the first accumulated data into a large-scale language model. The accumulated data accumulated for another user (second user) may include information (personal information, etc.) of the other user or customer. It may be undesirable to include such individual information in the first support information for the performance data of the first user from the viewpoint of privacy and confidential information management. Even in such a case, it is possible to prevent information about other users, customer information, etc. from being included in the first support information.
[0092] (Appendix 5) The program described in Appendix 4, wherein the support acquisition step (S107) is a step of acquiring first support information including output data output by inputting information excluding personal information of the second user from the first accumulated data into a large-scale language model. The accumulated data accumulated for another user (second user) may include personal information such as individual information about the second user. It may be undesirable to include such individual information in the first support information for the performance data of the first user from the viewpoint of privacy and confidential information management. Even in such a case, it is possible to prevent the second user's personal information and the like from being included in the first support information.
[0093] (Appendix 6) A program described in any one of Appendices 2 to 5, wherein the support acquisition step (S107) is a step of acquiring first support information including output data that is output by inputting a prompt that proposes improvement measures for the first user's work into a large-scale language model based on the first accumulated data. This allows the first user to check improvement measures for improving the business.
[0094] (Appendix 7) The support presentation step (S109) includes a sentence generation step of generating a sentence referring to the achievements of one or more items related to the first user based on the first accumulated data, and an indicator drawing step of drawing numerical indicators related to the one or more items mentioned in the sentence generated in the sentence generation step, and is a step of presenting first support information including the sentence generated in the sentence generation step and the numerical indicators drawn in the indicator drawing step, the program described in Appendix 1. This allows the user to receive a presentation of a text based on the performance data of the first user, along with a graph depicting numerical indicators of one or more items mentioned in the text. When performance data includes many items such as behavioral indicators and performance indicators, it is possible to present only graphs related to the items mentioned in the text. This avoids the display of graphs of other irrelevant indicators such as many other behavioral indicators and performance indicators, thereby avoiding the presentation of cumbersome information.
[0095] (Appendix 8) The program according to claim 7, wherein the support providing step (S109) is a step of presenting both the sentence generated in the sentence generating step and the numerical indicator drawn in the indicator drawing step. This allows the content of the first support information to be more intuitively grasped by presenting a graph depicting numerical indicators together with the text.
[0096] (Appendix 9) The program described in Appendix 7, wherein the indicator drawing step (S109) is a step of drawing numerical indicators for one or more items mentioned in the sentence generated in the sentence generation step, and not drawing numerical indicators for one or more items not mentioned in the sentence generated in the sentence generation step. This allows the content of the first support information to be more intuitively grasped by presenting a graph depicting numerical indicators together with the text.
[0097] (Appendix 10) A computer-implemented method comprising a processor and a memory, wherein the processor performs all of the steps performed in the invention according to any one of appendices 1 to 9. This makes it possible to present a suitable evaluation report based on documents previously created by an actual person such as a manager, rather than an evaluation report simply generated from a template, for the performance data of the first user.
[0098] (Appendix 11) An information processing device comprising a control unit and a storage unit, wherein the control unit executes all of the steps executed in the invention according to any one of Supplementary Note 1 to Supplementary Note 9. This makes it possible to present a suitable evaluation report based on documents previously created by an actual person such as a manager, rather than an evaluation report simply generated from a template, for the performance data of the first user.
[0099] (Appendix 12) A system comprising means for performing all steps performed in any of the inventions according to any one of appendixes 1 to 9. This makes it possible to present a suitable evaluation report based on documents previously created by an actual person such as a manager, rather than an evaluation report simply generated from a template, for the performance data of the first user. [Explanation of symbols]
[0100] 1 System, 10 Server, 101 Memory Unit, 104 Control Unit, 106 Input Device, 108 Output Device, 20 First User Terminal, 201 Memory Unit, 204 Control Unit, 206 Input Device, 208 Output Device, 30 Administrator Terminal, 301 Memory Unit, 304 Control Unit, 306 Input Device, 308 Output Device, 50 Large-Scale Language Model, 501 Memory Unit, 504 Control Unit, 506 Input Device, 508 Output Device
Claims
1. A program to be executed by a computer having a processor and a storage unit, the processor: a performance reception step of receiving input of performance data indicating performance for each item in a business; a document receiving step of receiving, from an administrator, input of document data corresponding to the performance data received in the performance receiving step; a storage step of storing the plurality of performance data received in the performance receiving step as accumulated data in association with the plurality of document data received in the document receiving step; a support specifying step of specifying first accumulated data including one or more document data by referring to the accumulated data stored in the storing step based on predetermined first achievement data indicating achievements for each item of the first user; a support providing step of providing first support information based on the first stored data identified in the support identifying step; A program that executes.
2. the processor: an assistance acquisition step of acquiring the first assistance information including output data output by inputting the first accumulated data identified in the assistance identification step into a large-scale language model; Run the support providing step is a step of presenting the first support information acquired in the support acquiring step. The program according to claim 1.
3. the support specifying step is a step of specifying the first accumulated data by referring to the accumulated data including performance data of a second user different from the first user stored in the storing step. The program according to claim 2.
4. the assistance acquisition step is a step of acquiring the first assistance information including output data output by inputting information obtained by excluding information about the user and the customer from the first stored data into the large-scale language model; The program according to claim 3.
5. the assistance acquisition step is a step of acquiring the first assistance information including output data output by inputting information obtained by excluding personal information of the second user from the first stored data into the large-scale language model; The program according to claim 4.
6. the support acquisition step is a step of acquiring the first support information including output data output by inputting a prompt that causes the large-scale language model to suggest an improvement measure related to the work of the first user, based on the first stored data; The program according to claim 2.
7. The support providing step includes: a sentence generation step of generating a sentence referring to achievements of one or more items related to the first user based on the first accumulated data; an indicator drawing step of drawing numerical indicators relating to the one or more items mentioned in the sentence generated in the sentence generating step; Including, a step of presenting the first support information including the sentence generated in the sentence generating step and the numerical indicator drawn in the indicator drawing step; The program according to claim 1.
8. The support providing step includes: a step of presenting the sentence generated in the sentence generation step and the numerical indicator drawn in the indicator drawing step together; The program according to claim 7.
9. The indicator drawing step includes: plotting numerical indicators relating to the one or more items mentioned in the sentence generated in the sentence generation step; a step of not drawing numerical indicators relating to the one or more items not mentioned in the sentence generated in the sentence generation step; The program according to claim 7.
10. A method implemented on a computer having a processor and a memory, wherein the processor performs all of the steps performed in the invention according to any one of claims 1 to 9.
11. 10. An information processing device comprising a control unit and a storage unit, wherein the control unit executes all of the steps executed in the invention according to any one of claims 1 to 9.
12. A system comprising means for executing all steps performed in any one of the inventions according to claims 1 to 9.
Citation Information
Patent Citations
Sales activity management system, server device, program and recording medium
JP2004318865A