Information processing apparatus, information processing method, recording medium, and program
The information processing device manages interview information access based on organizational hierarchy and user authority, ensuring secure and efficient access within the user's scope, addressing the challenge of unauthorized access in complex organizational structures.
Patent Information
- Application Number
- JP2024096519
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-06-14
- Publication Date
- 2025-12-25
AI Technical Summary
Existing systems fail to ensure that access to interview information, such as business negotiation records, is managed according to the authority levels of employees within complex organizational structures, leading to potential unauthorized access and inefficiencies.
An information processing device that acquires organizational hierarchy information from an external server, determines the user's scope of authority based on user identification, and displays interview information within the user's authorized scope, allowing employees to view, edit, and intervene in negotiations according to their roles.
Enables secure and efficient access to interview information within the user's authority limits, reducing processing burdens on individual devices and improving overall business efficiency by managing access rights dynamically.
Smart Images

Figure 2025187582000001_ABST
Abstract
Description
[Technical Field]
[0001] The present disclosure relates to an interview support device, an interview support method, a recording medium, and a program, and relates to techniques for supporting and managing interviews. [Background technology]
[0002] Interviews are conducted in various fields, including commerce, education, entertainment, recruitment, and more. For example, in commerce, interviews (business negotiations) are conducted between sales representatives and customers. Interviews are conducted face-to-face, but in recent years, online interviews via networks such as the Internet or telephone lines have also become common.
[0003] The following Patent Document 1 describes an interview support device that analyzes an analysis target in the voice of an interviewer who is interviewing an interviewee, and provides advice to the interviewer. [Prior art documents] [Patent documents]
[0004] [Patent Document 1] Patent Publication No. 2023-054558 Summary of the Invention [Problem to be solved by the invention]
[0005] Incidentally, there are situations where other companies want to observe the content of interviews that are actually taking place. For example, in commercial transactions, a supervisor can remotely observe a sales negotiation being conducted by a sales representative to supervise whether the negotiation is proceeding appropriately. To achieve this, it is conceivable that the content of a sales negotiation conducted remotely or in-person can be displayed on the supervisor's terminal device as text or images, making it possible to observe it. In addition, by allowing superiors to view records of past interviews conducted by sales representatives, it is possible to analyze the interviews and provide appropriate guidance to subordinates.
[0006] However, in organizations such as companies, there are often a variety of departments and positions within the organizational structure, and each employee has different authority. For example, a manager of a sales department has administrative authority over the entire sales department, whereas a manager of the first section of the sales department has administrative authority only within the first section. As each organizational member has different authority, it is necessary to ensure that access to information about interviews is done in accordance with authority.
[0007] Therefore, the present invention provides a technique that allows each staff member to view interview information regarding an interview such as a business negotiation according to his or her own authority. [Means for solving the problem]
[0008] The information processing device of the present disclosure includes a control unit that performs an acquisition process to acquire organizational hierarchy information from an external server device, a determination process to determine the user's scope of authority based on user identification information and the organizational hierarchy information, and a display control process to display interview information within the scope of authority in accordance with user operation. That is, by having the information processing device acquire organizational hierarchy information from outside, it becomes possible to display interview information within the scope appropriate to the authority of the user using the information processing device. [Effects of the Invention]
[0009] According to the present technology, on the information processing device used by each user such as an employee, it becomes possible to view interview history, live display of interviews, etc., within the scope of the user's authority. [Brief explanation of the drawings]
[0010] [Figure 1] 1 is a block diagram of an example of a system configuration including an information processing apparatus according to an embodiment; [Figure 2] FIG. 1 is a block diagram of an information processing apparatus according to an embodiment. [Figure 3] FIG. 1 is an explanatory diagram of an example organization. [Figure 4]10 is a flowchart of a process performed by the information processing apparatus according to the embodiment. [Figure 5] 10A and 10B are explanatory diagrams illustrating an example of a display of a hierarchical screen for each department according to an embodiment. [Figure 6] 10A and 10B are explanatory diagrams illustrating an example of a display of a hierarchical screen for each department according to an embodiment. [Figure 7] 10 is an explanatory diagram of a display example of a personnel-based hierarchy screen according to an embodiment; FIG. [Figure 8] 10 is an explanatory diagram of a display example of a personnel-based hierarchy screen according to an embodiment; FIG. [Figure 9] FIG. 4 is an explanatory diagram of negotiation history information according to an embodiment. [Figure 10] FIG. 4 is an explanatory diagram of negotiation history information according to an embodiment. [Figure 11] FIG. 10 is an explanatory diagram of a live negotiation screen according to an embodiment. [Figure 12] FIG. 10 is an explanatory diagram of another hierarchical screen according to the embodiment. [Figure 13] 10A and 10B are explanatory diagrams of message displays on a hierarchical screen according to an embodiment. [Figure 14] 10A and 10B are explanatory diagrams illustrating an example of a hierarchical screen display according to an embodiment. [Figure 15] FIG. 10 is an explanatory diagram of a search screen within the authority range according to the embodiment. DETAILED DESCRIPTION OF THE INVENTION
[0011] The embodiments will be described below in the following order. <1. System configuration> <2. Configuration of information processing device> <3. Screen display and processing examples> <4. Effects of the embodiment and variations>
[0012] In this disclosure, interviews include those conducted face-to-face, those conducted face-to-face via remote communication, and those conducted only verbally over the telephone. In the embodiment, an example of an "interview" is a "business negotiation" between a sales representative and a customer.
[0013] <1. System configuration> FIG. 1 is a block diagram showing an example of a system configuration including a terminal device 3 corresponding to an information processing device of the present technology and other devices.
[0014] The server device 1, terminal device 3, and interview support device 7 are configured as information processing devices equipped with a microcomputer having a processor such as a CPU (Central Processing Unit), and ROM (Read Only Memory), and RAM (Random Access Memory). Specifically, the terminal device 3 is assumed to be a personal computer, smartphone, tablet device, etc. The server device 1 and interview support device 7 are assumed to be computer devices such as personal computers and workstations, or computer devices serving as cloud servers. However, it is also possible for information processing devices suitable for portability, such as smartphones and tablet devices, to function as the server device 1 and interview support device 7.
[0015] The server device 1, the terminal device 3, and the interview support device 7 are connected to each other so that data can be communicated via a network 9 such as the Internet. The communication transmission path between the server device 1, the terminal device 3, and the interview support device 7 may be a wired transmission path, a wireless transmission path, or a combination of these.
[0016] The server device 1 is a server provided as a cloud computing service that functions as, for example, an external CRM (Customer Relationship Management). In this embodiment, the server device 1 executes a service that provides information to an organization such as a company (for the sake of explanation, referred to as "Company X") that uses the terminal device 3, and is capable of providing current organizational hierarchy information (role data) as one of the pieces of information. The server device 1 successively updates the organizational hierarchy information of Company X in response to information such as organizational changes, personnel changes, department transfers, and employee joining and resignation from Company X, and is capable of providing the latest organizational hierarchy information to each terminal device 3 used by employees of Company X.
[0017] The terminal device 3 is an information processing device used by each employee of company X. For example, employees at various positions, such as department manager, section manager, group leader, and regular staff, use the terminal device 3 to perform their work.
[0018] An application program 10 (hereinafter abbreviated as "application 10") is installed in the terminal device 3. This application 10 is a program for managing the viewing of business negotiation information using the terminal device 3. The viewing control according to authority, which will be described later, is executed by the function of this application 10.
[0019] The interview support device 7 is an information processing device that provides, for example, information useful for business negotiations to sales representatives and their superiors. The interview support device 7 may be, for example, an information processing device owned or used by company X, or an information processing device owned or used by an organization that provides support services to company X.
[0020] The database unit 8 (hereinafter, database will be referred to as "DB") is provided with various DBs used by the interview support device 7. One of these DBs is a business negotiation DB 8a.
[0021] The interview support device 7 stores the voice data and image data of each business negotiation in the business negotiation DB 8a as business negotiation information. The business negotiation information also includes text data of the voice data during the business negotiation. Therefore, the business negotiation DB 8a stores information on the business negotiations conducted by each sales representative of Company X.
[0022] The interview support device 7 also performs processing to provide information about the business negotiation currently being conducted by the sales representative to the sales representative's superior, etc. For example, the interview support device 7 can transmit information on the screen of the sales representative's terminal device 3 during the business negotiation or information converted from voice to text to the superior's terminal device 3 as live business negotiation information.
[0023] <2. Configuration of information processing device> FIG. 2 is a block diagram showing an example of the hardware configuration of an information processing device that can function as the terminal device 3.
[0024] 2, the information processing device includes a control unit 11, a ROM 12, and a RAM 13. The control unit 11 is configured, for example, by a CPU, and functions as an arithmetic processing unit that performs various processes, and executes the various processes according to a program stored in the ROM 12 or a program loaded from the storage unit 19 into the RAM 13. The RAM 13 also stores data necessary for the CPU to execute the various processes as appropriate. The control unit 11 may be configured by multiple CPUs, an AI (Artificial Intelligence) processor, or the like.
[0025] The control unit 11, ROM 12, and RAM 13 are interconnected via a bus 14. An input / output interface 15 is also connected to this bus 14.
[0026] An input unit 16 consisting of operators and operation devices is connected to the input / output interface 15. For example, the input unit 16 may be various operators and operation devices such as a keyboard, a mouse, keys, a touch panel, a touch pad, a dial, a remote controller, etc. An operation is detected by the input unit 16, and a signal corresponding to the detected operation is interpreted by the control unit 11.
[0027] Furthermore, the input / output interface 15 is connected integrally or separately to a display unit 17 made up of an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) panel, etc., and an audio output unit 18 made up of a speaker, etc. The display unit 17 is used to display various types of information, and is configured, for example, by a display device provided in the housing of the information processing device, or a separate display device connected thereto.
[0028] The display unit 17 displays images for various image processing, moving images to be processed, etc. on the display screen based on instructions from the control unit 11. Furthermore, the display unit 17 displays various operation menus, icons, messages, etc., i.e., a GUI (Graphical User Interface), based on instructions from the control unit 11.
[0029] The input / output interface 15 may be connected to a storage unit 19 and a communication unit 20 . The storage unit 19 is configured with a hard disk drive (HDD) or a solid state drive (SSD), and stores various types of information. A database may be constructed in the storage unit 19. For example, a database required for processing as the interview support device 7 is constructed in the storage unit 19.
[0030] The communication unit 20 performs communication processing via a transmission path such as the Internet, and communication with various devices via wired / wireless communication, bus communication, and the like.
[0031] A drive 22 is also connected to the input / output interface 15 as required, and a removable recording medium 21 such as a memory card or optical disk is appropriately attached thereto.
[0032] The drive 22 allows data files such as programs used in various processes to be read from the removable recording medium 21. The read data files are stored in the storage unit 19, and images and sounds contained in the data files are output on the display unit 17 and the audio output unit 18. Furthermore, the computer programs and the like read from the removable recording medium 21 are installed in the storage unit 19 as needed.
[0033] In an information processing device having the above hardware configuration, for example, application 10 can be installed as software for processing as terminal device 3 of this embodiment via network communication by communication unit 20 or removable recording medium 21. Alternatively, the software may be stored in ROM 12, storage unit 19, etc. in advance. The control unit 11 performs processing operations based on the application 10, and the terminal device 3 executes browsing management of the business negotiation information according to the user's authority.
[0034] The application 10 causes the control unit 11 to perform the functions of a hierarchical processing unit 11a and a display control unit 11b. The hierarchy processing unit 11a performs an acquisition process to acquire organizational hierarchy information from the external server device 1. The hierarchy processing unit 11a also performs a determination process to determine the scope of authority of the user based on the user identification information and the organizational hierarchy information.
[0035] The display control unit 11b has a function of performing display control processing, etc., for displaying negotiation information within the user's authority range in response to a user operation, based on the determination of the user's authority range by the hierarchical processing unit 11a.
[0036] Although the above describes an example of an information processing device that functions as the terminal device 3, the server device 1 and the interview support device 7 can also be realized by an information processing device with a substantially similar configuration, except for the application 10.
[0037] <3. Screen display and processing examples> Figure 3 shows the organizational structure of Company X as an explanatory model. Below the president, there are the General Affairs Department, Accounting Department, Sales Department, etc., and in the Sales Department, there are the First and Second Sections. The First and Second Sections each have the First Group and the Second Group as their business groups. In the diagram, the groups are shown as "GP."
[0038] The figure shows "U0" to "U37", which represent the individual user ID (user identification information) of each employee. For example, the user ID of the president is "U0", the user ID of the general affairs manager is "U1", the user ID of the accounting manager is "U2", the user ID of the sales manager is "U3", and the user ID of the section chief of the first sales department section is "U10". The first group of the first sales department section has five employees, each with a user ID from "U21" to "U25".
[0039] Using such an organizational model of Company X, examples of display and processing will be explained below. By launching application 10 and logging in to the company's internal system, each employee of Company X can view past and present business negotiation information and can also edit the business negotiation information by adding or correcting it. Business negotiation information includes business negotiation history information that describes the contents of past business negotiations and live business negotiation information that displays the audio of a business negotiation currently being conducted as text. It is also possible to intervene in the live business negotiation information by sending advice messages to sales representatives in the middle of a business negotiation.
[0040] However, the business negotiation information that each employee who is a user of the terminal device 3 can view, edit, etc. is limited to business negotiation information within the scope of the user's authority. Basically, a user has the authority to view, etc., business negotiation information of other users of the same or lower rank, who are within the scope of his / her business responsibility.
[0041] For example, a sales manager with user ID "U3" can view sales negotiation information for all members of the sales department. Therefore, the sales manager can view the sales negotiation history of a subordinate in the sales department and intervene in the live sales negotiation of that subordinate. However, the sales manager cannot view sales negotiation information for the president, who is higher than the sales manager, or for users in the general affairs or accounting departments, which are outside the sales manager's scope of responsibility.
[0042] For example, a general staff member in the First Group of the Sales Department, First Division, with the user ID "U21," can view the sales negotiation information of other general staff members with user IDs "U22" to "U25," but cannot view the sales negotiation information based on the accounts of higher-ranking staff members such as the First Division Manager or the Sales Manager. Furthermore, this user cannot view the sales negotiation information of staff members in other departments, such as the Second Group of the First Division of the Sales Department.
[0043] In order to perform such access management of the scope of authority, the terminal device 3 performs the process shown in FIG. The process shown in FIG. 4 may be performed when the application 10 is started on the terminal device 3, or when browsing of business negotiation information or the like is started after the application 10 is started.
[0044] In step S101, the control unit 11 of the terminal device 3 acquires role data of company X from the server device 1. The role data is hierarchically structured data in which the president and staff members of each department are registered, that is, organizational hierarchical information showing an organizational structure such as that shown in FIG.
[0045] In step S102, the control unit 11 determines the user's own location by comparing the user ID of the user using the terminal device 3 with the acquired role data. That is, the control unit 11 determines the position of the current user in the current organizational hierarchical information.
[0046] In step S103, the control unit 11 sets the user's authority. For example, as described above, the authority range is set to other users who are equal or lower in the user's job responsibility range, based on the user's position. Specifically, the authority to view and edit the negotiation history and the negotiation live screen of the user ID of other users who are equal or lower in the user's job responsibility range is linked to the user's own user ID. Note that the authority range can be determined for each organization, such as a company, and therefore the control unit 11 can set the user's authority range according to the settings of company X.
[0047] In step S104, the control unit 11 performs necessary screen display control within the scope of the user's authority in response to the user's operation, such as displaying a browsing screen for business negotiation information of other users within the scope of the user's authority or a live business negotiation screen.
[0048] An example of a screen display executed in the control process of step S104 will be described below. For example, suppose that a user starts the application 10 on the terminal device 3 and logs in with his / her own account, and in response, the control unit 11 performs the processes of steps S101, S102, and S103, and then performs display control in step S104.
[0049] In this case, the control unit 11 first causes the display unit 17 to display a hierarchical screen 50 as shown in FIG. The hierarchical screen 50 displays the user's authority scope 51. Figure 5 shows an example of the display on the terminal device 3 of the sales manager with user ID "U3." The authority scope 51 has the sales manager himself at the top, and shows the departments that the manager supervises within his scope of business responsibility. That is, the sales department's First Section, First Section Group, First Section Group, Second Section, Second Section, First Section Group, and Second Section Group. Check boxes 56 are displayed for each of these departments, allowing the user (sales manager) to select any one.
[0050] The control unit 11 also displays and enables operation of a history button 52 and a live button 53. The history button 52 is an operator that commands the display of the negotiation history. The live button 53 is an operator that commands the display of the negotiation live. For example, if a user who is the sales manager checks the checkbox 56 for the First Division and presses the history button 52, the sales negotiation history of all employees in the First Division (employees with user IDs U10, U21 to U29) will be displayed. Also, for example, if a user who is the sales manager checks the checkbox 56 for the First Section, Second Group and presses the Live button 53, a live sales negotiation screen for the currently ongoing sales negotiations will be displayed for all employees in the First Section, Second Group (employees with user IDs U26 to U29).
[0051] The scope of authority 51 on this hierarchical screen 50 differs for each user. Figure 6 shows an example of the display on the terminal device 3 of the section manager of the First Section of the Accounting Department, whose user ID is "U10." The scope of authority 51 is at the top of the section manager of the First Section, and presents the departments that he oversees within his scope of business responsibility. That is, the First Section Group, First Section Group, and Second Section Group. Check boxes 56 are displayed for each of these departments, allowing the user (the section manager of the First Section of the Sales Department) to select any of them. The control unit 11 also displays a history button 52 and a live button 53, enabling operation.
[0052] For example, if a user who is the manager of the First Section of the Sales Department checks the checkbox 56 for the First Section, First Group and presses the history button 52, the sales negotiation history of all members of the First Section, First Group (employees with user IDs U21 to U25) will be displayed. For example, if a user who is the manager of the First Section of the Sales Department checks the checkbox 56 for the Second Group of the First Section and presses the Live button 53, a live sales negotiation screen for the sales negotiations currently being conducted will be displayed for all employees of the Second Group of the First Section (employees with user IDs U26 to U29).
[0053] 5 and 6 show an example in which the authority range 51 is displayed for each department, but the authority range 55 may be displayed for each employee as shown in FIGS. 7 shows the case where the sales manager is the user of the terminal device 3, as in FIG. 5, and all staff members of the sales department are displayed individually. For convenience of illustration, the figure shows check boxes 56 corresponding to user IDs, but in practice it is better to display names instead of user IDs.
[0054] 8 shows a case in which the user of the terminal device 3 is the manager of the first sales department section, as in FIG. 6, and all staff members of the first sales department section are displayed for each individual.
[0055] In the cases of FIGS. 7 and 8, by operating the check box 56, the history button 52, and the live button 53, the business negotiation information of any staff member can be viewed. For example, if the sales manager selects the staff member with user ID "U32" in the authority scope 55 in Fig. 7 by checking the checkbox 56 and pressing the history button 52, the sales negotiation history of that staff member will be displayed. If multiple people are selected, the sales negotiation history of multiple staff members will be displayed.
[0056] 7, the sales manager can check the check box 56 for the staff member with user ID "U32" in the authority range 55 and press the live button 53 to display the sales negotiation live screen for that staff member. If multiple people are selected, the sales negotiation live screens for multiple staff members will be displayed.
[0057] For example, in the display by department as shown in FIGS. 5 and 6, when a department is selected, the staff of that department may be displayed. Also, the display may be freely switched between the authority range 51 in units of departments as shown in FIGS. 5 and 6 and the authority range 55 in units of personnel as shown in FIGS.
[0058] Figures 9 and 10 are examples of displaying negotiation history. FIG. 9 shows an example in which a user selects, for example, a department or personnel within the scope of authority 51 and operates the history button 52, thereby displaying a list screen 60 of past negotiation history information for the selected department or personnel.
[0059] The list screen 60 displays the log number of one or more relevant business negotiations, the staff member in charge, the title of the business negotiation, date and time, response time, tags, the status of the business negotiation, etc. The title of the business negotiation is a title according to the content of the business negotiation, such as "Business negotiation with Mr. / Ms. X to sell product X."
[0060] For example, the user can select any business negotiation from such a list screen 60 to display an individual screen 61 shown in FIG. The individual screen 61 in FIG. 10 displays information about the business negotiation, such as the date and time, title, details of the content, minutes, etc., and allows the progress of the business negotiation, the contents of the meeting, the results, etc. to be viewed. The minutes and the like can be automatically generated by the interview support device 7 by analyzing the conversation text and the like of each business negotiation, and can be registered in the business negotiation DB 8a.
[0061] By displaying such a business negotiation history on the terminal device 3, the user can check the details of past business negotiations within the scope of his / her authority, for example, those conducted by his / her subordinates. The user can also edit the negotiation history within the scope of their authority. For example, on the individual screen 61, the user may write an evaluation of the negotiation, advice, future response policy, advice to the person in charge, and the like.
[0062] FIG. 11 shows a live negotiation screen 40. The interview support device 7 can perform processing to display a business negotiation live screen 40 such as that shown in Fig. 11 on the terminal device 3. When displaying the business negotiation live screen 40 on the terminal device 3, the interview support device 7 acquires the audio of each target business negotiation, converts it into text, and transmits it to the terminal device 3, thereby making it possible to display the business negotiation content on the terminal device 3.
[0063] Figure 11 shows an example in which, when a user selects, for example, a department or personnel within the authority range 51 and operates the live button 53, the details of the current negotiations for the selected department or personnel are displayed in a list on the terminal device 3 through the processing of the interview support device 7. In the example shown, eight negotiations are currently underway, and as a result, a list of eight negotiations is displayed on the screen of the user's terminal device 3. The details of one negotiation are displayed by a negotiation frame 41, which indicates one area.
[0064] Each negotiation frame 41 displays a person in charge name 42 and a negotiation title 43. The negotiation title 43 may be, for example, a title set in advance by the person in charge for the scheduled negotiation, or a title set at the start of the negotiation. Alternatively, it may be a title automatically set by the interview support device 7 from the negotiation information.
[0065] It is advisable to display the business negotiation title 43 so that it includes at least information indicating the customer, such as "Meeting with Company X," "Business negotiation with Company X," "Business negotiation with Mr. / Ms. XX," or "Business negotiation with Mr. / Ms. XX of Company X." Additionally, it is advisable to include information indicating more specific products and details of the negotiation in the negotiation title 43. For example, "Negotiation with Company X for corporate insurance" or "Negotiation with Company X for project X."
[0066] The negotiation title 43 may also indicate the stage of the negotiation, such as "First negotiation with company X" or "Final negotiation with company X." Alternatively, what is called the phase of a negotiation may be indicated in the negotiation title 43 as the stage at which the negotiation is progressing. The phase of a negotiation refers to each stage from the start of a business transaction to the conclusion (or failure) of a contract. For example, there are stages such as "approach," "issue identification," "proposal," "negotiation and decision-making," "informal acceptance and contract procedures," and "order won or lost." Such phases of a negotiation vary depending on the product and industry, and may also differ between companies within the same industry. The negotiation title 43 may also include the start time and expected end time of the negotiation.
[0067] In the business negotiation frame 41, the conversation as the business negotiation content is displayed in text form, following the person in charge name 42 and business negotiation title 43. For example, within the frame, the customer's spoken sentence 46 is displayed on the left side, and the person in charge's spoken sentence 45 is displayed on the right side. In the figure, the "..." next to the spoken sentences 45 and 46 indicates that the spoken sentences during the business negotiation are displayed in text form.
[0068] The negotiation frame 41 also has a message button 44 that can be operated by the user. This message button 44 is used when the user viewing the negotiation live screen 40 wants to send a message to the person in charge of the negotiation.
[0069] In the figure, to avoid clutter, the numbers "42" to "46" are only assigned to one negotiation frame 41 in the upper left corner, but these numbers are also displayed in the other negotiation frames 41.
[0070] By displaying such a business negotiation live screen 40 on the terminal device 3, the user can, within the scope of his / her authority, observe the content of business negotiations being conducted by other personnel, for example, subordinates, and intervene by sending advice using the message sending function.
[0071] In step S104 of Figure 4, the control unit 11 of the terminal device 3 controls the display of the authority scope 51 on the hierarchical screen 50, for example as described above, and also controls the display of the negotiation history list screen 60, individual screen 61, and live negotiation screen 40 in accordance with user operations.
[0072] Various examples of the display control performed in step S104 will be described below. FIG. 12 shows another example of the hierarchical screen 50. In this case, the hierarchy screen 50 displays the hierarchy of all departments of Company X. Within this, the user's scope of authority is displayed in a different display format from that outside the scope of authority, allowing the user to recognize their own scope of authority 51. In this example, for the sake of explanation, it is assumed that the user is the sales manager, and "★" represents the user himself / herself and "●" represents the department within the scope of authority 51. Those outside the scope of authority are displayed as "○". The difference between the display mode within the authority range and the display mode outside the authority range can be variously considered, such as difference in brightness, difference in color, difference in shape, presence or absence of a frame, etc.
[0073] 12 shows an example in which the user directly clicks on the department they want to view, rather than on the checkbox 56. In other words, the user selects the department to view by clicking on the "●" mark, and proceeds to the list screen 60, the live negotiation screen 40, or a screen for selecting them.
[0074] Such a hierarchical screen 50 allows a user to use the functions of the application 10 while recognizing his / her own scope of authority 51 within the entire organization. In addition, in the case of such a hierarchical screen 50 that displays the entire organization, the display is not limited to the unit of department, but may be made to display the unit of personnel.
[0075] FIG. 13 shows an example of a display when the hierarchical screen 50 shown in FIG. 12 is displayed and the user specifies an area outside the scope of authority. For example, if a user who is the sales manager clicks on the mark "○" for the accounting department's first section, a message 57 such as "Authorization not granted" is displayed to let the user know that the action is outside the scope of his / her rights. This prevents the user from becoming confused about the operation when clicking outside the scope of authority and being unable to view the negotiation history or live negotiation.
[0076] In some cases, due to internal company circumstances, it may be necessary for staff members who normally do not have viewing authority to view the screen. For example, a user who is the sales manager may need to observe the sales negotiation live screen 40 of a staff member in the First Section of the Accounting Department. In such exceptional circumstances, it is preferable that the user can send a message requesting the granting of viewing authority to a system administrator or a superior in the department in which the viewing is required. In other words, in response to a user operation, the control unit 11 transmits a request for granting of authority to the other terminal device 3.
[0077] For example, in the case of Figure 13, the user who is the sales manager requests the accounting manager or the system administrator for permission to view the first accounting department section. In response, the accounting manager or the system administrator grants temporary or permanent permission, and the sales manager acquires permission to view the first accounting department section. When authorization is granted in this way, the control unit 11 of the terminal device 3 associates the Accounting Department Section 1 with the ID of the user who is the Sales Manager as being within the scope of authorization, and controls the display accordingly. For example, when the Sales Manager user opens the hierarchical screen 50 in Fig. 12, the Accounting Department Section 1 is also displayed as a "●" and can be viewed.
[0078] Figure 14 shows an example of enabling staff who have been transferred to other departments or who have retired to be dealt with within the scope of authority. For example, consider the case of a manager of the First Sales Department. In the past, the First Sales Department employed staff members with user IDs "U41" and "U42," but these staff members have now been transferred to other departments or retired. The hierarchical screen 50 is displayed based on the role data acquired from the server device 1 when the user, the Manager of the First Sales Department, logs in through the process shown in FIG. 4. Therefore, the staff members with user IDs "U41" and "U42" are no longer within the scope of authority.
[0079] Therefore, for example, the server device 1 or the application 10 (controller 11) is configured to manage information such as employee transfers to other departments, joining the company, and resignation, along with the date and time. For example, as the manager of Sales Department No. 1, you can manage information on changes in the staff working in Sales Department No. 1 on a daily basis, and for staff who have been transferred or retired, the manager of Sales Department No. 1 can continue to have the authority to view the sales negotiation history from the time they were employed in Sales Department No. 1.
[0080] For example, if a staff member who was employed in the Sales Department's First Section, that is, a staff member who was within the scope of authority, is transferred or retires, the staff member will be managed as a former employee, and the date of the transfer or retirement will be managed, and the sales negotiation information up to that date will be within the scope of the viewing authority of the manager of the Sales Department's First Section.
[0081] In response to such management information, the control unit 11 displays the staff members with user IDs "U41" and "U42" as part of the authority range 55 along with, for example, a check box 56, as shown in FIG. 14, and makes them selectable. If the user (Section Manager of Sales Department Section 1) selects the past staff members with user IDs "U41" and "U42", the sales negotiation history from when they were employed in Section 1 will be viewable. This prevents business negotiation information that should be viewable from falling outside the scope of authority due to transfer or retirement.
[0082] FIG. 15 shows an example of a display related to a search for a business negotiation history. For example, when a user wants to view the negotiation history of a specific staff member within the scope of their authority on a list screen 60 such as that shown in Figure 9 or on another screen, the control unit 11 displays an input box 70 and a search button 71 so that the user can directly search.
[0083] When the user inputs characters into the input box 70, a candidate list 72 is displayed in accordance with the input characters. In this case, the control unit 11 selects and displays in the candidate list 72 staff members that correspond to the input characters within the scope of the user's authority. For example, in the figure, when the user enters "ta", "Tanaka Ichiro", "Tanaka Hanako", and "Tada Jiro" are displayed as prefix-match candidates in candidate list 72, but all of these staff members are people within the user's authority range. In other words, people outside the authority range are not displayed in candidate list 72. This allows the user to easily search for staff members whose business negotiation information they want to view without seeing candidates that they cannot view, and as a result of narrowing down the search to within their scope of authority.
[0084] <4. Effects of the embodiment and variations> The above embodiment provides the following effects.
[0085] The terminal device 3 of the embodiment is equipped with a control unit 11 that performs an acquisition process (step S101 in Figure 4) to acquire organizational hierarchy information (role data) from an external server device 1, a determination process (steps S102, S103) to determine the user's scope of authority based on the user ID and role data, and a display control process (step S104) to display negotiation information within the scope of authority in accordance with user operation. As a result, the display of negotiation history and live negotiations by the terminal device 3 is performed within the scope of the user's authority. This eliminates the need for the terminal device 3 to hold organizational information, and also eliminates the need for the terminal device 3 to update organizational information each time an organizational change or personnel transfer occurs. Typically, a terminal device 3 is provided for each employee, so reducing the processing burden on each individual terminal device 3 has a significant effect on improving overall business efficiency.
[0086] In addition, in the embodiment, the control unit 11 performs a display control process to display the user's authority ranges 51, 55, and to display the corresponding interview information in response to the user selecting an object to be viewed within the authority range. By clearly indicating the authority unit, the user can recognize the range of business negotiation information that he or she can view, and can view any business negotiation information within that range.
[0087] Further, the control unit 11 executes display for each department that constitutes an organization as the authority range 51, and an example has been given in which the viewing target can be selected for each department. By clearly indicating the authority unit as an organizational unit, i.e., department, section, responsible group, etc., users can view interview information for any organizational unit while recognizing the extent to which they can view business negotiation information.
[0088] In addition, the control unit 11 has been given an example in which, as the authority range 55, display is executed for each person, and the viewing target can be selected for each person. By specifying the authority unit by personnel composition unit, the user can view the interview information for any staff member while recognizing the range of business negotiation information that can be viewed.
[0089] 13, the control unit 11 performs an example of processing to notify the user that the user does not have the authority to view the object when the user performs an operation on the object outside the scope of the authority, thereby making it possible to make the user aware that the object is outside the scope of the authority when the user requests to view interview information of a department or person outside the scope of the authority.
[0090] It has also been explained that the control unit 11 performs the process of transmitting an authorization request for a browsing target outside the scope of authorization in response to a user operation. When there is a particular need for interview information for departments or people outside the scope of authority, permission can be granted to allow viewing, etc., allowing for flexible responses and improving the efficiency of internal operations.
[0091] As explained in FIG. 14, the control unit 11 performs an example of processing that enables the selection of personnel who were included in the user's previous range of authority but are no longer included in the range of authority according to the current role data as subjects for viewing. For example, if a subordinate who was previously under your level is transferred to another department, you will be able to check the past sales negotiation history linked to the transferred subordinate's user ID. This will prevent situations where you are unable to view the sales negotiation history of a specific staff member due to a transfer to a department or retirement.
[0092] In the embodiment, interview information (business negotiation information) includes interview history information describing the contents of business negotiations that have taken place in the past, or live interview information showing the contents of interviews currently being conducted, but it is also possible to view, edit, intervene, etc. in information about interviews other than these.
[0093] The program of the embodiment is a program that causes an information processing device such as a terminal device 3 to execute an acquisition process for acquiring role data from an external server device 1, a determination process for determining the user's scope of authority based on the user ID and role data, and a display control process for displaying negotiation information within the scope of authority in accordance with user operation.
[0094] Such a program can realize an information processing device that executes all or part of the functions of the terminal device 3 described in the embodiment. For example, by downloading the program to a personal computer, a portable information processing device, or the like, the personal computer or the like can be made to function as the terminal device 3.
[0095] Such a program can be recorded on a recording medium. The recording medium can be a hard disk drive (HDD) built into a computer or other device, a ROM in a microcomputer, a nonvolatile memory, or the like, and can be pre-recorded thereon. Alternatively, the program can be provided by temporarily or permanently recording it on a removable recording medium such as a memory card or optical disk. Furthermore, such a program can be downloaded from a download site via a network such as a LAN (Local Area Network) or the Internet.
[0096] The terminal device 3 of the embodiment is designed to perform processing related to viewing business negotiation information between a person in charge and a customer and setting permissions in such cases, but it can also be used to set permissions related to viewing and editing information related to communication in fields other than so-called business negotiations, such as medicine, education, and distribution. For example, the technology of the embodiment is useful when it is desired to appropriately set viewing permissions for information related to interviews according to position, rank, etc. within an organization. [Explanation of symbols]
[0097] 1. Server device 3 Terminal Devices 7 Interview support device 10 Interview Management Applications 11 Control section 11a Hierarchical processing unit 11b Display control unit 40 Live Negotiation Screen 50 layer screen 51 Scope of Authority 60 List screen 61 Individual Screens
Claims
1. An acquisition process for acquiring organizational hierarchy information from an external server device; a determination process for determining the scope of authority of the user based on the user identification information and the organizational hierarchy information; a control unit that performs a display control process to display interview information within the authority range in response to a user operation. Information processing device.
2. The control unit, as the display control process, Execute a display showing the scope of the user's authority, Based on the user's selection of the viewing target within the scope of authority, a control process is performed to display the corresponding interview information. The information processing device according to claim 1 .
3. The control unit displays the scope of authority for each department constituting an organization, and allows the user to select a viewing target for each department. The information processing device according to claim 2 .
4. The control unit displays the authority range for each person, and allows each person to select a viewing target. The information processing device according to claim 2 .
5. The control unit When a user performs an operation on a viewing target outside the scope of their permissions, a message is displayed indicating that the user does not have viewing permissions. The information processing device according to claim 1 .
6. The control unit Depending on the user's operation, a request for authorization is sent for viewing targets outside the scope of authorization. The information processing device according to claim 1 .
7. The control unit A process is performed to enable an operation to select personnel who were included in the user's previous authority range but are now outside the authority range according to the current organizational hierarchy information as viewing targets.
7. The information processing device according to claim 1.
8. The interview information is interview history information describing the contents of interviews that have been conducted in the past, or interview live information showing the contents of interviews that are currently being conducted.
7. The information processing device according to claim 1.
9. The information processing device An acquisition process for acquiring organizational hierarchy information from an external server device; a determination process for determining the scope of authority of the user based on the user identification information and the organizational hierarchy information; and performing a display control process for displaying interview information within the scope of authority in response to a user operation. Information processing methods.
10. An acquisition process for acquiring organizational hierarchy information from an external server device; a determination process for determining the scope of authority of the user based on the user identification information and the organizational hierarchy information; a display control process for displaying interview information within the scope of authority in response to a user operation; A recording medium on which a program for causing an information processing device to execute the above is temporarily or permanently recorded.
11. An acquisition process for acquiring organizational hierarchy information from an external server device; a determination process for determining the scope of authority of the user based on the user identification information and the organizational hierarchy information; a display control process for displaying interview information within the scope of authority in response to a user operation; A program that causes an information processing device to execute the above.
Citation Information
Patent Citations
Interview support apparatus, interview support method, and computer program
JP2023054558A