System
The system addresses inefficiencies in sales activities by automating the generation of account plans, enhancing sales efficiency through automated data collection and analysis, ensuring timely and accurate proposals.
Patent Information
- Application Number
- JP2024130309
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-08-06
- Publication Date
- 2026-02-19
AI Technical Summary
Companies face inefficiencies in sales activities due to long internal meetings, time-consuming material preparation, and difficulty in updating information, leading to reduced efficiency and challenges in providing timely and accurate proposals.
A system that automatically generates an account plan by collecting and analyzing company information, transaction history, latest topics, organizational structure, relationship maps, and voice configurations to create proposal and implementation plans, enhancing sales efficiency and quick access to the latest information.
The system improves sales efficiency by automating the generation of account plans, enabling quick and effective proposals based on the latest information, reducing the time and effort required for manual data collection and analysis.
Smart Images

Figure 2026028011000001_ABST
Abstract
Description
[Technical Field]
[0001] The technology of the present disclosure relates to a system. [Background technology]
[0002] Patent document 1 discloses a persona chatbot control method performed by at least one processor, the method including the steps of receiving a user utterance, adding the user utterance to a prompt including an instruction sentence related to a description of the chatbot character, encoding the prompt, and inputting the encoded prompt into a language model to generate a chatbot utterance in response to the user utterance. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Japanese Patent Publication No. 2022-180282 Summary of the Invention [Problem to be solved by the invention]
[0004] Companies that require a large number of sales resources face the challenge of long internal meetings to win over the company, and the waste of time and effort in preparing materials and reviews by superiors. In such situations, the efficiency of sales activities declines and it becomes difficult to update information in a timely manner, so quick and efficient sales activities are required. [Means for solving the problem]
[0005] To solve the above problems, the present invention provides the following means: a system including means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest company topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing network configuration, means for analyzing voice configuration, means for listing producible solutions, and means for creating a proposal and implementation plan, thereby automatically generating an account plan. This system automatically generates an account plan based on company information, transaction information, the latest company topics, and organizational information, and further provides means for displaying the generated account plan on a user interface, thereby enabling the efficiency of sales resources and quick access to the latest information.
[0006] A "means for inputting a company name" is an interface or device that allows a user to input a specific company name into the system.
[0007] "Means for collecting corporate information" refers to the operations and system configuration for automatically obtaining basic corporate information, management information, financial information, etc. from external corporate databases and official websites.
[0008] "Means for collecting transaction information" refers to the operations and system configuration for obtaining past and current transaction information from the company's internal ERP system or database.
[0009] "Means for collecting the latest corporate topics" refers to the operations and system configuration for collecting the latest news and trends about a company from reliable news sites and official announcements on the Internet.
[0010] "Means for collecting organizational information" refers to the operations and system configuration for obtaining information about the internal structure and organizational chart of a company.
[0011] "Means for generating a relationship map" refers to the operations and system configuration for generating a map that visually shows the relationships between people inside and outside a company based on business card information and other related party data.
[0012] The "means for collecting proposal potential information" refers to the operation or system configuration for collecting information for evaluating the needs and suitability of solutions that can be proposed to companies.
[0013] "Means for deepening customer understanding" refers to actions and system configurations that identify issues related to a company's industry or a specific company and gain insights for solving those issues.
[0014] "Means for analyzing network configuration" refers to operations and system configurations for collecting and analyzing information about the configuration of a company's IT or communications network.
[0015] A "means for analyzing voice configurations" is an operation or system configuration for collecting and analyzing information about an enterprise's voice communications infrastructure and systems.
[0016] The "means for listing producible solutions" refers to the operation or system configuration for listing solutions and services that can be proposed to a company based on the collected information.
[0017] "Means for creating proposals and implementation plans" refers to the actions and system configurations required to create specific proposals and implementation plans for companies. [Brief explanation of the drawings]
[0018] [Figure 1] 1 is a conceptual diagram showing an example of the configuration of a data processing system according to a first embodiment. [Figure 2] 1 is a conceptual diagram showing an example of main functions of a data processing device and a smart device according to a first embodiment. [Figure 3] FIG. 10 is a conceptual diagram showing an example of the configuration of a data processing system according to a second embodiment. [Figure 4] FIG. 10 is a conceptual diagram showing an example of main functions of a data processing device and smart glasses according to a second embodiment. [Figure 5] FIG. 10 is a conceptual diagram showing an example of the configuration of a data processing system according to a third embodiment. [Figure 6] FIG. 11 is a conceptual diagram showing an example of main functions of a data processing device and a headset-type terminal according to a third embodiment. [Figure 7] FIG. 10 is a conceptual diagram showing an example of the configuration of a data processing system according to a fourth embodiment. [Figure 8] FIG. 10 is a conceptual diagram showing an example of main functions of a data processing device and a robot according to a fourth embodiment. [Figure 9] 1 shows an emotion map onto which multiple emotions are mapped. [Figure 10] 1 shows an emotion map onto which multiple emotions are mapped. [Figure 11] FIG. 3 is a sequence diagram showing a processing flow of the data processing system according to the first embodiment. [Figure 12] FIG. 10 is a sequence diagram showing the flow of processing in the data processing system in Application Example 1. [Figure 13] FIG. 10 is a sequence diagram showing the flow of processing in the data processing system according to the second embodiment when an emotion engine is combined. [Figure 14] FIG. 10 is a sequence diagram showing the flow of processing in the data processing system in Application Example 2 when an emotion engine is combined. DETAILED DESCRIPTION OF THE INVENTION
[0019] An example of an embodiment of a system according to the technology of the present disclosure will be described below with reference to the accompanying drawings.
[0020] First, the terms used in the following description will be explained.
[0021] In the following embodiments, a coded processor (hereinafter simply referred to as a "processor") may be a single arithmetic device or a combination of multiple arithmetic devices. Furthermore, a processor may be a single type of arithmetic device or a combination of multiple types of arithmetic devices. Examples of arithmetic devices include a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a GPGPU (General-Purpose computing on Graphics Processing Units), and an APU (Accelerated Processing Unit).
[0022] In the following embodiments, a coded RAM (Random Access Memory) is a memory in which information is temporarily stored and is used as a working memory by a processor.
[0023] In the following embodiments, the coded storage is one or more non-volatile storage devices that store various programs, various parameters, etc. Examples of non-volatile storage devices include flash memory (SSD (Solid State Drive)), magnetic disks (e.g., hard disks), and magnetic tapes.
[0024] In the following embodiments, a communication I / F (Interface) with a symbol is an interface including a communication processor, an antenna, etc. The communication I / F controls communication between multiple computers. Examples of communication standards applied to the communication I / F include wireless communication standards including 5G (5th Generation Mobile Communication System), Wi-Fi (registered trademark), Bluetooth (registered trademark), etc.
[0025] In the following embodiments, "A and / or B" is synonymous with "at least one of A and B." In other words, "A and / or B" means that it may be only A, only B, or a combination of A and B. Furthermore, in this specification, the same concept as "A and / or B" is also applied when three or more things are expressed connected by "and / or."
[0026] [First embodiment]
[0027] FIG. 1 shows an example of the configuration of a data processing system 10 according to the first embodiment.
[0028] 1, a data processing system 10 includes a data processing device 12 and a smart device 14. An example of the data processing device 12 is a server.
[0029] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0030] The smart device 14 includes a computer 36, a reception device 38, an output device 40, a camera 42, and a communication I / F 44. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The reception device 38, the output device 40, and the camera 42 are also connected to the bus 52.
[0031] The reception device 38 includes a touch panel 38A, a microphone 38B, and the like, and receives user input. The touch panel 38A detects contact with an indicator (for example, a pen or a finger) to receive user input by the touch of the indicator. The microphone 38B detects the user's voice to receive user input by voice. The control unit 46A transmits data indicating the user input received by the touch panel 38A and the microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the data indicating the user input.
[0032] The output device 40 includes a display 40A and a speaker 40B, and presents data to the user 20 by outputting the data in a form of expression that the user 20 can perceive (for example, audio and / or text). The display 40A displays visible information such as text and images in accordance with instructions from the processor 46. The speaker 40B outputs audio in accordance with instructions from the processor 46. The camera 42 is a compact digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor.
[0033] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 control the exchange of various information between the processor 46 and the processor 28 via the network 54.
[0034] FIG. 2 shows an example of the main functions of the data processing device 12 and the smart device 14.
[0035] 2, in the data processing device 12, a specific process is performed by the processor 28. A specific processing program 56 is stored in the storage 32. The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific process is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0036] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0037] In the smart device 14, the processor 46 performs the reception output process. The storage 50 stores a reception output program 60. The reception output program 60 is used in conjunction with the specific processing program 56 by the data processing system 10. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[0038] Next, a description will be given of the specific processing performed by the specific processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0039] The present invention is a system that realizes a series of processes from inputting a company name to automatically generating an account plan. Specific program processing and embodiments of this system will be described below.
[0040] Overall system overview
[0041] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. The generated account plans improve the efficiency of sales activities and enable quick access to the latest information.
[0042] Server Operation
[0043] Enter and receive company name
[0044] The server receives the company name from the user, either via a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[0045] Collecting company information
[0046] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[0047] Collection of transaction information
[0048] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0049] Collection of the latest corporate topics
[0050] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[0051] Collecting organizational information
[0052] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[0053] Generating a Relationship Map
[0054] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0055] Collecting information on potential proposals
[0056] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[0057] Deepening customer understanding
[0058] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[0059] Network configuration analysis
[0060] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[0061] Analysis of speech composition
[0062] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[0063] Enumerating possible solutions
[0064] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[0065] Proposal and implementation plan creation
[0066] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0067] Device behavior
[0068] View your account plan
[0069] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[0070] Specific examples
[0071] Example 1:
[0072] The user enters "Example Corp" into the web interface and presses the submit button.
[0073] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp."
[0074] The server generates an account plan based on this information and transmits the generated account plan to the terminal.
[0075] The device displays the account plan to the user and makes it available for download as a PDF.
[0076] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information.
[0077] The processing flow will be explained below.
[0078] Step 1:
[0079] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[0080] Step 2:
[0081] Check the company name received by the server. Validate that the company name has been entered correctly. This validation includes checking the length of the string and the type of characters used.
[0082] Step 3:
[0083] The server calls the API to retrieve company information from the company information database and official website, including basic company information, management information, and financial information.
[0084] Step 4:
[0085] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0086] Step 5:
[0087] The server uses a news API to gather the latest news articles and official announcements about the company, including information from trusted news sites and company press releases.
[0088] Step 6:
[0089] The server collects data on the open network to obtain organizational information about the company, including its internal structure and organizational chart.
[0090] Step 7:
[0091] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0092] Step 8:
[0093] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[0094] Step 9:
[0095] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[0096] Step 10:
[0097] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[0098] Step 11:
[0099] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[0100] Step 12:
[0101] Based on the information collected by the server, it lists solutions and services that can be proposed to companies.
[0102] Step 13:
[0103] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0104] Step 14:
[0105] The server sends the generated account plan to the device, which can then be downloaded in PDF format.
[0106] Step 15:
[0107] The device displays the received account plan on the user interface, allowing the user to review the account plan and download it if necessary.
[0108] Example 1
[0109] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0110] The traditional process of gathering corporate information and creating account plans was highly manual, requiring time and effort. Information updates tended to be delayed, reducing the efficiency of sales activities. Furthermore, it was difficult to create proposals that accurately reflected the latest technology and market trends, making it difficult to provide optimal solutions to customers.
[0111] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[0112] In this invention, the server includes means for inputting a company name, means for collecting company information from a database or website, means for collecting transaction information from an internal system, means for collecting the latest company topics via an API, means for collecting organizational information from open data sources, means for analyzing stakeholder data and generating a relationship map, means for analyzing market trends and collecting proposal potential information, means for deepening customer understanding using natural language processing technology, means for analyzing network configuration using a network analysis tool, means for analyzing voice configuration using a voice analysis tool, means for listing proposable solutions based on the collected information, and means for creating specific proposal and implementation plans. This improves the efficiency of collecting company information and automatically generating account plans, enabling quick and effective proposals based on the latest information.
[0113] The "means for inputting a company name" is a means for providing an interface for a user to input a company name.
[0114] "Means of collecting corporate information from databases and websites" refers to means of obtaining basic information, management information, and financial information about a company from online databases and websites.
[0115] "Means of collecting transaction information from internal systems" refers to means of obtaining transaction history related to a company from an internal ERP system or database.
[0116] "Means of collecting the latest corporate topics via API" refers to a means of obtaining the latest news and topics related to a specific company using an API.
[0117] "Means for collecting organizational information from open data sources" refers to means for obtaining information about a company's internal structure and organizational chart from open data sources.
[0118] The "means for analyzing related party data and generating a relationship map" is a means for generating a relationship map that visually shows the relationships between people based on business card information and other related party data.
[0119] "Means of analyzing market trends and collecting proposal potential information" refers to means of analyzing corporate needs and market trends and evaluating the needs and suitability of solutions that can be proposed.
[0120] "Means of deepening customer understanding using natural language processing technology" refers to a means of using natural language processing technology to analyze customer needs and issues and gain a deeper understanding.
[0121] "Means for analyzing network configuration using a network analysis tool" refers to means for analyzing the configuration of a company's IT or communications network using a specific network analysis tool.
[0122] "Means for analyzing speech structures using speech analysis tools" means means for evaluating and analyzing the efficiency of a company's voice communication infrastructure and systems using speech analysis tools.
[0123] The "means for listing solutions that can be proposed based on collected information" refers to a means for listing solutions and services that can be proposed to a company based on collected information.
[0124] "Means for creating specific proposals and implementation plans" refers to means for creating specific proposals and implementation plans for companies.
[0125] A "generative AI model" is an artificial intelligence model that is trained to perform specific tasks based on data.
[0126] A "prompt sentence" is an input sentence that causes a generative AI model to generate a specific output.
[0127] MODE FOR CARRYING OUT THE INVENTION
[0128] The present invention is a system that realizes a series of processes from entering a company name to automatically generating an account plan. This system performs data processing and data calculations using the various hardware and software listed below.
[0129] Overall system overview
[0130] The system's main function is for users to input a company name, and then collect and analyze various information based on that information to automatically generate an account plan that includes specific proposals and implementation plans. The server collects and analyzes company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration, enabling efficient sales activities and quick access to the latest information.
[0131] Hardware and software used
[0132] server
[0133] Hardware: High-performance server (e.g., Dell PowerEdge series)
[0134] Software: Python, BeautifulSoup, Scrapy, SAP, Oracle, Google News API, Bing News Search API, LinkedIn API, Pandas, Scikit-learn, NLTK, SpaCy, Wireshark, Asterisk
[0135] Terminal
[0136] Hardware: General PCs, tablets, smartphones
[0137] Software: Web browser, dedicated application, FPDF
[0138] Specific examples of processing
[0139] User operations
[0140] The user enters the company name through a web interface or a dedicated application and presses the submit button. For example, the user enters "Example Corp."
[0141] Server Operations
[0142] After receiving the company name, the server collects the following information in order:
[0143] 1. Company Information: Use Python and BeautifulSoup to gather basic company information from websites.
[0144] 2. Transaction information: Connect to internal ERP systems (e.g., SAP, Oracle) to obtain transaction information.
[0145] 3. Latest company topics: Use the Google News API or Bing News Search API to get the latest news related to your company.
[0146] 4. Organizational information: Use LinkedIn's API to obtain company organizational information.
[0147] 5. Relationship map: Analyze relationships based on business card information and generate a relationship map.
[0148] 6. Proposal potential information: Analyze market trends using Pandas and Scikit-learn and collect proposal potential information.
[0149] 7. Deepen customer understanding: Use NLTK and SpaCy to analyze customer needs using natural language processing technology.
[0150] 8. Analyzing network configuration: Analyze network configuration using Wireshark.
[0151] 9. Voice Configuration Analysis: Analyze voice communications infrastructure using Asterisk.
[0152] 10. List possible solutions: List possible solutions based on the information collected.
[0153] 11. Proposal and implementation plan development: Develop a specific proposal and implementation plan.
[0154] Device operation
[0155] The terminal displays the generated account plan sent from the server on the user's interface, and the user can download the displayed account plan in PDF format.
[0156] Examples of prompt statements
[0157] "Generate an account plan based on the latest company information, transaction information, topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, and voice configuration for Example Corp."
[0158] As described above, this system collects and analyzes various information and automatically generates account plans that are useful for sales activities, thereby enabling efficient sales activities and quick access to the latest information.
[0159] The flow of the identification process in the first embodiment will be described with reference to FIG.
[0160] Step 1:
[0161] The user enters the company name. The user uses a web interface or a dedicated application to enter the company name and presses the submit button. For example, the user enters "Example Corp." This input causes the company name to be sent to the server.
[0162] Step 2:
[0163] The server receives the company name. The server receives the company name sent by the user and prepares to proceed to the next processing step. Data processing is performed, storing the company name in a variable.
[0164] Step 3:
[0165] The server collects company information. Based on the company name, the server scrapes the company information database and official website. Using Python's BeautifulSoup, basic company information (e.g., address, phone number, and manager's name) is extracted. The input is the company name, and the output is the company's basic information.
[0166] Step 4:
[0167] The server collects transaction information. The server connects to an internal ERP system (e.g., SAP, Oracle) and retrieves transaction information related to a specified company through an API. The input is the company name and the output is the transaction history. This involves running SQL queries and API calls.
[0168] Step 5:
[0169] The server collects the latest company topics. The server uses the Google News API or Bing News Search API to obtain the latest news about the company. The input is the company name, and the output is a list of news articles. The API is used to obtain information in real time.
[0170] Step 6:
[0171] The server collects organizational information. The server uses LinkedIn's API and other open data sources to obtain organizational information about companies. For example, it extracts the internal structure and organizational chart of a company. The input is the company name, and the output is the organizational chart.
[0172] Step 7:
[0173] The server generates a relationship map. The server analyzes business card information and other stakeholder data to generate a visual relationship map. It draws a network graph to show the relationships. The input is stakeholder data and the output is a relationship map.
[0174] Step 8:
[0175] The server collects proposal potential information. The server uses data science tools (e.g., Pandas, Scikit-learn) to analyze market trends and evaluate the needs for proposing solutions. The input is market data, and the output is proposal potential information.
[0176] Step 9:
[0177] The server deepens customer understanding. The server uses natural language processing technology (e.g., NLTK, SpaCy) to analyze customer needs and issues and gain deep insights. The input is text data, and the output is the analysis results.
[0178] Step 10:
[0179] The server analyzes the network configuration. The server uses a specific network analysis tool (e.g., Wireshark) to analyze the configuration of a company's IT or communication network. The input is network data, and the output is the analysis results.
[0180] Step 11:
[0181] The server analyzes the voice structure. The server collects and analyzes information about the voice communication infrastructure and systems (e.g., Asterisk). The input is the voice data, and the output is the analysis result of the voice structure.
[0182] Step 12:
[0183] The server lists possible solutions. Based on all the collected information, the server lists the solutions and services that can be proposed to the company. The input is the collected company information, and the output is a list of solutions.
[0184] Step 13:
[0185] The server creates a proposal and implementation plan. The server creates a specific proposal and implementation plan, and builds the optimal proposal content. The input is proposal potential information and the results of customer understanding, and the output is a proposal and implementation plan.
[0186] Step 14:
[0187] The terminal displays the account plan. The terminal displays the generated account plan received from the server on the user interface. The user can download it in PDF format. The input is the account plan data from the server, and the output is the account plan that the user can view.
[0188] (Application example 1)
[0189] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0190] In today's online shopping sites, it is important for warehouse workers to accurately grasp customer information and product inventory information in real time in order to carry out their work efficiently and improve customer satisfaction. However, with current systems, it takes time to collect and organize information, making it particularly difficult to quickly reflect special requirements and recommendations from customers. A new system that can solve this problem is needed.
[0191] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[0192] In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest company topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing network configuration, means for analyzing voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for displaying the generated account plan on a visual device, and means for displaying customer information and product inventory information in real time via the visual device. This enables warehouse workers to obtain the necessary information in real time and take appropriate action promptly.
[0193] A "means for inputting a company name" is a device or interface that allows a user to input a specific company name into the system.
[0194] The "means for collecting company information" refers to a device or system that collects basic information and detailed information about a company based on the input company name.
[0195] "Means for collecting transaction information" refers to devices or systems that collect past and current transaction history and transaction status related to the relevant company.
[0196] The "means for collecting the latest corporate topics" refers to a device or system that acquires the latest news and topics related to a company.
[0197] "Means for collecting organizational information" refers to devices or systems that collect information about the internal structure and organizational chart of a company.
[0198] A "means for generating a relationship map" is a device or system that creates a relationship map that visually shows the relationships between people inside and outside a company.
[0199] "Means for collecting proposal potential information" refers to devices or systems that collect information to understand corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[0200] "Means for deepening customer understanding" are devices and systems that collect and analyze information to identify issues related to an industry or specific company and provide solutions to those issues.
[0201] A "means for analyzing network configuration" is a device or system that collects and analyzes information about the configuration of a company's IT or communications network.
[0202] A "means for analyzing voice composition" is a device or system that collects and analyzes information about an enterprise's voice communications infrastructure and systems.
[0203] The "means for listing producible solutions" is a device or system that lists solutions and services that can be proposed to a company based on the collected information.
[0204] "Means for creating proposals and implementation plans" refers to devices or systems that create specific proposals and implementation plans for companies.
[0205] The "means for displaying the generated account plan on a visual device" refers to a device or system for displaying the generated account plan on a visual device such as smart glasses.
[0206] "Means for displaying customer information and product inventory information in real time via a visual device" refers to a device or system that displays customer information and product inventory information in real time via smart glasses or the like.
[0207] This system realizes a series of processes, from inputting company names to automatically generating account plans and displaying information on visual devices. This system allows warehouse workers to check customer information and product inventory information in real time, improving work efficiency and customer satisfaction.
[0208] Server Operation
[0209] Enter and receive company name
[0210] The server receives the company name from the user, either via a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[0211] Collecting company information
[0212] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[0213] Collection of transaction information
[0214] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0215] Collection of the latest corporate topics
[0216] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[0217] Collecting organizational information
[0218] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[0219] Generating a Relationship Map
[0220] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0221] Collecting information on potential proposals
[0222] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[0223] Deepening customer understanding
[0224] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[0225] Network configuration analysis
[0226] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[0227] Analysis of speech composition
[0228] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[0229] Enumerating possible solutions
[0230] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[0231] Proposal and implementation plan creation
[0232] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0233] Generate and view your account plan
[0234] Based on the collected information, the server generates an account plan and displays it on a visual device (e.g., smart glasses), allowing workers to effectively perform picking and packing tasks in the warehouse.
[0235] Device behavior
[0236] Operating visual devices
[0237] The visual device displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[0238] Specific examples
[0239] Example 1:
[0240] When a worker wears smart glasses and calls up a picking list with a voice command, the system displays the company's transaction history and suggested additional products. For example, if a specific product is being picked up and it is the subject of a promotion for a specific customer, that information will be displayed immediately, allowing the worker to use that information to provide special packaging or add a message.
[0241] Example prompt sentence:
[0242] Enter your company name: General company name
[0243] This will realize a system that allows warehouse workers to obtain the necessary information in real time and take prompt and appropriate action.
[0244] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[0245] Step 1:
[0246] Enter your company name
[0247] A user enters a company name into the system via a web interface or a dedicated application, and the entered company name is sent to the server.
[0248] Input: Company name from user
[0249] Output: Company name sent to server
[0250] Step 2:
[0251] Collecting company information
[0252] Based on the received company name, the server collects company information such as basic information, management information, and financial information from corporate information databases and official websites.
[0253] Input: Company Name
[0254] Output: Company information
[0255] Step 3:
[0256] Collection of transaction information
[0257] The server accesses the company's internal ERP system and databases to collect past and current transaction history related to the company in question.
[0258] Input: Company Name
[0259] Output: Transaction information
[0260] Step 4:
[0261] Collection of the latest corporate topics
[0262] The server uses APIs to gather the latest news articles and press releases about a company from reliable news sites and official announcements.
[0263] Input: Company Name
[0264] Output: Latest company topics
[0265] Step 5:
[0266] Collecting organizational information
[0267] The server collects data on the open network and obtains the company's internal structure and organizational chart.
[0268] Input: Company Name
[0269] Output: Organization information
[0270] Step 6:
[0271] Generating a Relationship Map
[0272] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0273] Input: Business card information, related party data
[0274] Output: Relation map
[0275] Step 7:
[0276] Collecting information on potential proposals
[0277] The server collects and analyzes corporate needs and market trends, and gathers information to evaluate the suitability of potential solutions.
[0278] Input: Company name, needs information, market trends
[0279] Output: Proposal potential information
[0280] Step 8:
[0281] Deepening customer understanding
[0282] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to the enterprise and providing solutions.
[0283] Input: Company information, industry information
[0284] Output: Customer Understanding
[0285] Step 9:
[0286] Network configuration analysis
[0287] The server collects and analyzes information about the configuration of a company's IT and communications network.
[0288] Input: Company name, network data
[0289] Output: Network configuration information
[0290] Step 10:
[0291] Analysis of speech composition
[0292] The server collects and analyzes information about the company's voice communications infrastructure and systems.
[0293] Input: Company name, voice communication data
[0294] Output: Audio composition information
[0295] Step 11:
[0296] Enumerating possible solutions
[0297] Based on the information collected so far, the server lists solutions and services that can be proposed to the company.
[0298] Input: Company information, transaction information, latest company topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration information, voice configuration information
[0299] Output: Possible solutions
[0300] Step 12:
[0301] Proposal and implementation plan creation
[0302] The server creates specific proposals and implementation plans for the company.
[0303] Input: Possible solutions
[0304] Output: Proposal and implementation plan
[0305] Step 13:
[0306] Generate and view your account plan
[0307] The server sends the generated account plan to a visual device (e.g., smart glasses) so that workers can view the information in real time.
[0308] Input: Proposal / Implementation Plan
[0309] Output: Account plan displayed on a visual device
[0310] Step 14:
[0311] Operating visual devices
[0312] The terminal (visual device) displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[0313] Input: Account plan displayed on a visual device
[0314] Output: Information that workers can view in real time
[0315] Furthermore, an emotion engine that estimates the user's emotion may be combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59 and perform identification processing using the user's emotion.
[0316] The present invention is a system that combines an emotion engine with a series of processes from entering a company name to automatically generating an account plan, and dynamically adjusts the content of proposals based on the user's emotions. Specific program processing and embodiments of this system are described below.
[0317] Overall system overview
[0318] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. Furthermore, an emotion engine is incorporated to dynamically adjust proposal content based on the user's emotions. The generated account plan improves sales efficiency and provides quick access to the latest information.
[0319] Server Operation
[0320] Enter and receive company name
[0321] The server receives the company name from the user, either through a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[0322] Collecting company information
[0323] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[0324] Collection of transaction information
[0325] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0326] Collection of the latest corporate topics
[0327] The server uses the API to gather the latest news articles and official announcements about the company, including from reputable news sites and company press releases.
[0328] Collecting organizational information
[0329] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[0330] Generating a Relationship Map
[0331] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0332] Collecting information on potential proposals
[0333] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[0334] Deepening customer understanding
[0335] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[0336] Network configuration analysis
[0337] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[0338] Analysis of speech composition
[0339] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[0340] Enumerating possible solutions
[0341] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[0342] Proposal and implementation plan creation
[0343] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0344] Emotion Engine Operation
[0345] Emotion Recognition and Collection
[0346] The server uses an emotion engine to analyze the user's input behavior and facial expressions to recognize the user's emotional state. This data is collected in real time.
[0347] Emotional Data Analysis
[0348] The server analyzes the collected emotional data and evaluates the user's emotional state, which is then used to adjust the suggestions.
[0349] Dynamically adjusting proposals
[0350] The server dynamically adjusts the content of suggestions based on the emotional data, for example, making proactive suggestions to users in a positive emotional state and problem-solving suggestions to users in a negative emotional state.
[0351] Device behavior
[0352] View your account plan
[0353] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[0354] Specific examples
[0355] Example 1:
[0356] The user enters "Example Corp" into the web interface and presses the submit button.
[0357] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp." In addition, the emotion engine collects user input behavior and facial expression data and recognizes their emotions.
[0358] The server generates an account plan based on this information and emotional data, and dynamically adjusts the proposal content based on the emotional data.
[0359] The generated account plan is sent to the device, where it is displayed to the user and made available for download as a PDF.
[0360] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information. It also enables proposals based on the user's emotions, leading to more effective communication.
[0361] The processing flow will be explained below.
[0362] Step 1:
[0363] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[0364] Step 2:
[0365] The server validates the received company name to ensure it was entered correctly. It checks that the company name is in the correct format.
[0366] Step 3:
[0367] The server calls the API to retrieve company information from the company information database and official website, including basic information, management information, and financial information of the company.
[0368] Step 4:
[0369] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0370] Step 5:
[0371] The server uses the news API to gather the latest news articles and official announcements about the company, focusing on reliable news sites and company press releases.
[0372] Step 6:
[0373] The server collects data on the open network and obtains organizational information about the company, including its internal structure and organizational chart.
[0374] Step 7:
[0375] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0376] Step 8:
[0377] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[0378] Step 9:
[0379] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[0380] Step 10:
[0381] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[0382] Step 11:
[0383] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[0384] Step 12:
[0385] The server uses an emotion engine to collect user input behavior and facial expression data to recognize the user's emotions in real time. The emotion data is used to adjust the content of suggestions.
[0386] Step 13:
[0387] The server analyzes the collected emotional data and evaluates the user's emotional state. Based on the evaluation results, the content of the suggestions is dynamically adjusted.
[0388] Step 14:
[0389] The server generates an account plan and sends it to the device, with the proposals adjusted to suit the user's emotions.
[0390] Step 15:
[0391] The device displays the received account plan on the user's interface, allowing the user to review the account plan and download it in PDF format if necessary.
[0392] Example 2
[0393] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0394] Conventional account plan generation systems require users to manually collect and integrate the company information and analysis results they require, which requires a great deal of time and effort. Furthermore, they make uniform proposals without considering the user's emotional state, limiting the effectiveness of the proposals. This creates a problem in that it is difficult to effectively conduct sales activities.
[0395] The identification process by the identification processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means. In this invention, the server includes a means for inputting a company name, a means for collecting company information, a means for collecting transaction information, a means for collecting the latest company topics, a means for collecting organizational information, a means for generating a relationship map, a means for collecting proposal potential information, a means for deepening customer understanding, a means for analyzing a network configuration, a means for analyzing a voice configuration, a means for listing proposable solutions, a means for creating a proposal and implementation plan, a means for collecting emotion data, a means for analyzing the emotion data, a means for dynamically adjusting the proposal content, and a means for displaying the generated account plan on a user interface. This allows an account plan for corporate acquisition to be automatically generated, enabling more effective proposals based on the user's emotions.
[0396] "Means for inputting a company name" refers to a user interface for a user to input a specific company name and a function for transmitting that data to a server.
[0397] "Means for collecting company information" refers to programs or API connections for collecting basic company information (address, representative name, industry), management information (sales, number of employees), financial information (revenue, liabilities, capital), etc. based on a specified company name.
[0398] "Means for collecting transaction information" refers to the function of accessing the company's internal ERP system or database to collect past and present transaction information (order amount, delivery date, transaction products) related to a specific company.
[0399] "Means for collecting the latest corporate topics" refers to the function of collecting the latest news articles and official announcements about designated companies from reliable news sites and company press releases.
[0400] "Means of collecting organizational information" refers to programs and scraping methods for collecting information about a company's internal structure and organizational chart from publicly available information on the Internet.
[0401] "Means for generating a relationship map" refers to a function for analyzing business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0402] "Means for collecting proposal potential information" refers to market analysis tools and competitive research tools used to collect and analyze corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[0403] "Means to deepen customer understanding" refers to the ability to identify issues related to an industry or specific company and collect and analyze relevant information to provide solutions.
[0404] "Means for analyzing network configuration" refers to the ability to collect information about a company's IT and communications networks and analyze the network topology and the hardware and software configurations used in order to propose appropriate solutions and improvements.
[0405] "Means for analyzing voice configuration" refers to the function of collecting and analyzing information about a company's voice communication infrastructure and systems to propose ways to improve and streamline voice communication.
[0406] "Means for listing possible solutions" refers to the function of listing solutions and services that can be proposed to a company based on collected information.
[0407] "Means for creating proposals and implementation plans" refers to the function of creating specific proposals and implementation plans (implementation steps, schedules, cost estimates) for companies.
[0408] "Means for collecting emotional data" refers to an emotional engine for collecting user input behavior and facial expression data in real time.
[0409] "Means for analyzing emotional data" refers to a function for analyzing collected emotional data and evaluating the emotional state of the user.
[0410] The "means for dynamically adjusting the content of suggestions" refers to a function for dynamically changing the content of suggestions based on emotion data and making suggestions according to the emotional state of the user.
[0411] "Means for displaying the generated account plan on a user interface" refers to a function that displays the account plan generated from the server on a user interface and allows the user to view and download it in PDF format.
[0412] The present invention is a system that dynamically adjusts the content of proposals based on a series of processes from entering a company name to automatically generating an account plan, and based on the user's emotions. Specific program processing and embodiments of this system are described below.
[0413] Overall system overview
[0414] This system allows users to input a company name and automatically generates corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, proposable solutions, and proposal / implementation plans. The system also incorporates an emotion engine, enabling it to dynamically adjust proposal content based on the user's emotions. The generated account plan improves sales efficiency and provides quick access to the latest information.
[0415] Server Operation
[0416] Enter and receive company name
[0417] Users enter the company name via a web interface or a dedicated application and send the data to the server, which receives it as an HTTP request and analyzes its contents.
[0418] Collecting company information
[0419] The server collects basic information, management information, financial information, etc. of companies from company information databases and official websites using API connections and web scraping technology.
[0420] Collection of transaction information
[0421] The server issues SQL queries to the company's ERP system or database to retrieve transaction information for the relevant company, including order amount, delivery date, and transaction product.
[0422] Collection of the latest corporate topics
[0423] The server uses news APIs and RSS feeds to gather the latest news articles and press releases about a given company, then parses the data and categorizes it into key topics.
[0424] Collecting organizational information
[0425] The server scrapes public information on the internet to collect data about companies' organizational charts and internal structures.
[0426] Generating a Relationship Map
[0427] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company, using graph databases and network analysis tools.
[0428] Collecting information on potential proposals
[0429] The server uses market analysis tools to gather information about the needs of specific companies and market trends, and evaluates the suitability of solutions that can be proposed.
[0430] Deepening customer understanding
[0431] The server collects and analyzes information to identify issues relevant to an industry or specific company, and uses this information to generate insights.
[0432] Network configuration analysis
[0433] The server collects and analyzes information about the company's IT and communication networks, using network monitoring tools and log analysis tools.
[0434] Analysis of speech composition
[0435] The server collects information about a company's voice communication infrastructure and proposes ways to improve and streamline voice communication.
[0436] Enumerating possible solutions
[0437] Based on the collected data, the server lists solutions and services that can be proposed to companies.
[0438] Proposal and implementation plan creation
[0439] The server creates a specific implementation plan and compiles the proposal into a document.
[0440] Emotion Engine Operation
[0441] Emotion Recognition and Collection
[0442] The server uses an emotion engine to collect the user's input behavior and facial expressions in real time, detecting input patterns from the camera and keyboard.
[0443] Emotional Data Analysis
[0444] The server analyzes the collected emotional data using a machine learning model to evaluate the user's emotional state.
[0445] Dynamically adjusting proposals
[0446] The server dynamically adjusts the content of suggestions based on the evaluation results of the emotion data. It provides proactive suggestions to users in a positive state and problem-solving suggestions to users in a negative state.
[0447] Device behavior
[0448] View your account plan
[0449] The terminal displays the account plan sent from the server in a user interface, and also provides the option to download it in PDF format if desired.
[0450] Specific examples
[0451] Example 1:
[0452] The user enters "Company A" into the web interface and presses the submit button.
[0453] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to company A.
[0454] The emotion engine collects user input behavior and facial expression data and recognizes their emotions.
[0455] The server generates an account plan based on this information and emotional data, and dynamically adjusts the proposals.
[0456] The device will display the generated account plan and make it available for download as a PDF.
[0457] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information. It also enables proposals based on the user's emotions, leading to more effective communication.
[0458] The flow of the identification process in the second embodiment will be described with reference to FIG.
[0459] Step 1:
[0460] Enter and receive company name
[0461] A user enters a company name into a web interface or dedicated application and clicks the submit button, which is sent to the server as an HTTP request.
[0462] Input: Company name entered by the user
[0463] Output: Company name data sent to the server as an HTTP request
[0464] What happens: A user enters a company name into the web interface and clicks the "Submit" button. The server receives this request and parses the input data.
[0465] Step 2:
[0466] Collecting company information
[0467] Based on the company name received by the server, the company's basic information, management information, financial information, etc. is collected from corporate information databases and official websites using API connections and web scraping technology.
[0468] Input: Company name
[0469] Output: Company basic information, management information, financial information
[0470] Specific operation: The server queries the database using the company name as a key and retrieves basic information, management information, and financial information for the relevant company.
[0471] Step 3:
[0472] Collection of transaction information
[0473] The server accesses the company's ERP system or database to collect transaction information related to the specified company, and uses SQL queries to extract past and current transaction history.
[0474] Input: Company name
[0475] Output: Transaction information of the target company
[0476] Specific operation: The server issues an SQL query based on the company name and extracts the relevant company's transaction information (order amount, delivery date, transaction product) from the ERP system.
[0477] Step 4:
[0478] Collection of the latest corporate topics
[0479] The server uses news APIs and RSS feeds to gather the latest news articles and press releases about the target company.
[0480] Input: Company name
[0481] Output: Latest news articles and press releases
[0482] Specific operation: The server sends a request to the news API using the company name as a key, analyzes the returned data, and classifies it into important topics.
[0483] Step 5:
[0484] Collecting organizational information
[0485] The server scrapes public information on the internet to collect data about companies' internal structures and organizational charts.
[0486] Input: Company name
[0487] Output: Organization chart and internal structure information
[0488] Specific operation: The server performs web scraping based on the company name and collects information on the company's organizational chart and executive positions.
[0489] Step 6:
[0490] Generating a Relationship Map
[0491] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company, using graph databases and network analysis tools.
[0492] Input: Company name, business card information, related party data
[0493] Output: Relation map
[0494] Specific operation: The server analyzes the business card information and creates and visualizes a graph database based on the job titles and departments of the people involved.
[0495] Step 7:
[0496] Collecting information on potential proposals
[0497] The server uses market analysis tools to gather information about the needs of companies and market trends, and evaluates the suitability of solutions that can be proposed.
[0498] Input: Company name
[0499] Output: Market trends, corporate needs, proposal potential information
[0500] Specific operation: The server searches for the company name in the market analysis tool and extracts solutions and services suitable for the proposal.
[0501] Step 8:
[0502] Deepening customer understanding
[0503] The server identifies industry or specific company-related challenges and collects and analyzes relevant information to provide solutions.
[0504] Input: Company-related information, industry information
[0505] Output: Customer specific problems and their solutions
[0506] Specific operation: The server analyzes industry reports and case studies of specific companies to extract issues and solutions.
[0507] Step 9:
[0508] Network configuration analysis
[0509] The server collects information about a company's IT and communications networks and analyzes their configuration to propose appropriate solutions.
[0510] Input: Company network information
[0511] Output: Analysis results of network configuration
[0512] Specific actions: Analyze data collected by the server using network monitoring tools to identify areas for improvement and applicable technologies.
[0513] Step 10:
[0514] Analysis of speech composition
[0515] The server collects information about a company's voice communication infrastructure and proposes ways to improve and streamline voice communication.
[0516] Input: Corporate voice communication information
[0517] Output: Analysis results of voice communication configuration
[0518] Specific operation: The server analyzes voice logs and communication data to identify areas where efficiency can be improved.
[0519] Step 11:
[0520] Enumerating possible solutions
[0521] Based on the information collected by the server, a list of solutions and services that can be proposed to companies is created.
[0522] Input: Company information, transaction information, latest company topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, voice configuration
[0523] Output: A list of possible solutions
[0524] Specific operation: The server consolidates various information and lists the most appropriate solutions and services.
[0525] Step 12:
[0526] Proposal and implementation plan creation
[0527] The server creates a specific implementation plan (implementation steps, schedule, cost estimate) and compiles the proposal into a document.
[0528] Input: A list of possible solutions
[0529] Output: Proposal and implementation plan document
[0530] Specific operation: The server details the implementation steps for each solution and estimates the execution schedule and costs.
[0531] Step 13:
[0532] Emotion Recognition and Collection
[0533] When a user inputs a company name, the server uses an emotion engine to collect the user's input behavior and facial expression data.
[0534] Input: User input behavior, facial expression data
[0535] Output: Collected emotion data
[0536] Specific operation: Analyzes input from the camera and keyboard and collects emotional data in real time.
[0537] Step 14:
[0538] Emotional Data Analysis
[0539] The server analyzes the collected emotional data and evaluates the user's emotional state.
[0540] Input: Emotion data
[0541] Output: User's emotional state evaluation result
[0542] How it works: The server uses machine learning models to analyze the emotional data and classify it into positive, negative, or neutral states.
[0543] Step 15:
[0544] Dynamically adjusting proposals
[0545] The server dynamically adjusts the content of the suggestions based on the evaluation results of the emotion data.
[0546] Input: Emotional state assessment result, list of possible solutions
[0547] Output: Dynamically adjusted suggestions
[0548] Specific operation: The server adjusts the suggestions according to the emotional state and selects the most appropriate suggestion.
[0549] Step 16:
[0550] View your account plan
[0551] The terminal displays the generated account plan in the user interface and makes it available for download in PDF format if necessary.
[0552] Input: Generated Account Plan
[0553] Output: Account plan displayed in the user interface
[0554] Specific behavior: The device receives account plan data from the server, displays it visually, and provides a PDF download button.
[0555] (Application example 2)
[0556] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart device 14 will be referred to as a "terminal."
[0557] While conventional sales support systems were capable of collecting and analyzing data such as company and transaction information, they lacked the ability to dynamically adjust proposal content based on the user's emotional state, limiting their effectiveness in sales activities. Furthermore, they lacked the means to display information in real time, making it difficult for field sales representatives to respond immediately. This made it difficult to maximize the efficiency and effectiveness of sales activities.
[0558] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest industry topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing a network configuration, means for analyzing a voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for analyzing an emotional state, means for dynamically adjusting proposal content based on the emotional state, and means for displaying information on the smart glasses. This enables sales representatives to dynamically make optimal proposals based on the user's emotional state, and by displaying information in real time, it is possible to maximize the effectiveness and efficiency of sales activities.
[0559] "Means for entering a business name" refers to an interface that allows a sales representative to enter a particular business name into the system using voice or text input.
[0560] "Means for collecting corporate information" refers to system elements for automatically obtaining basic corporate information and management information from external databases and official websites.
[0561] "Means for collecting transaction information" refers to system elements that collect past and current transaction history with a company from internal or external databases.
[0562] "Means for collecting the latest industry topics" refers to a system element that obtains the latest news and trends related to the company from reliable news sites on the Internet and official announcements.
[0563] "Means for collecting organizational information" refers to system elements that collect information such as the internal structure and organizational chart of a company from open source data and internal databases.
[0564] "Means for generating relationship maps" refers to tools that analyze business card data and existing stakeholder data to visually show the relationships between people inside and outside a company.
[0565] "Means for collecting proposal potential information" refers to system elements that analyze corporate needs and market trends and collect information to make highly suitable proposals.
[0566] "Means for deepening customer understanding" refers to the system elements that collect and analyze the information needed to identify and provide solutions to challenges related to an industry or specific company.
[0567] "Means for analyzing network configuration" refers to a system element that collects information about a company's IT and communications networks and analyzes it to propose appropriate solutions.
[0568] "Means for analyzing voice configuration" refers to system elements that are analyzed to collect information about a company's voice communication infrastructure and systems and to propose improvements and streamline voice communication.
[0569] "Means for listing possible solutions" refers to a system element that displays a list of solutions and services that can be provided to a company based on collected information.
[0570] "Means for creating proposals and implementation plans" refers to system elements that automatically create specific proposals and implementation plans for companies.
[0571] "Means for analyzing emotional state" refers to technical means for analyzing input data such as the user's tone of voice and facial expressions to assess the user's emotional state.
[0572] "Means for dynamically adjusting suggestions based on emotional state" refers to a system element that changes suggestions in real time in response to the analyzed emotional state of the user.
[0573] "Means for displaying information on smart glasses" refers to an interface for displaying company information and proposal details in real time on the smart glasses worn by sales representatives.
[0574] System Overview
[0575] This invention is a system that collects and analyzes company information, transaction information, the latest industry topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration based on the input of a company name, and generates proposal content. Furthermore, it uses an emotion engine to analyze the user's emotional state in real time and dynamically adjusts the proposal content. Furthermore, by displaying the generated information on smart glasses, sales representatives can respond immediately during face-to-face sales.
[0576] Hardware and Software Used
[0577] 1. Server
[0578] Cloud server (e.g. AWS, Google Cloud)
[0579] Database (e.g. MySQL, PostgreSQL)
[0580] API (e.g., news API, business information API)
[0581] Emotion engine (e.g. EmotionSDK)
[0582] 2. Terminal
[0583] Smart glasses (e.g. Microsoft HoloLens 2)
[0584] 3. Software
[0585] Voice recognition software (e.g., Google Speech-to-Text)
[0586] Facial expression recognition software (e.g. OpenCV)
[0587] Information collection and analysis programs (e.g., Python scripts)
[0588] Data processing and calculation
[0589] Server Operation
[0590] The server receives the user's input of the company name, collects and analyzes the necessary information from the company information database and news API, and the emotion engine analyzes the user's voice tone and facial expression data to adjust the suggestions.
[0591] 1. Enter and receive your company name
[0592] The server receives the company name via voice input or text input, for example, a sales representative may voice input "company name" through smart glasses.
[0593] 2. Collection of corporate information
[0594] The server retrieves basic information, management information, and financial information from company information databases and official websites.
[0595] 3. Collection of Transaction Information
[0596] Collect past and current transaction information from ERP systems and internal databases.
[0597] 4. Collecting the latest industry topics
[0598] The server uses an API to collect the latest news and official announcements about the company.
[0599] 5. Collection of organizational information
[0600] Analyze data on open networks to obtain organizational information about companies.
[0601] 6. Generating a Relationship Map
[0602] The server analyzes business card information and related party data and generates a relationship map.
[0603] 7. Collecting information on potential proposals
[0604] Collect and analyze market trends and corporate needs.
[0605] 8. Deepening customer understanding
[0606] Identify challenges relevant to your industry or specific company and gain insights to provide solutions.
[0607] 9. Network Configuration Analysis
[0608] Collect and analyze information on a company's IT and communications network configuration.
[0609] 10. Analysis of speech structure
[0610] We analyze a company's voice communications infrastructure and propose efficiency improvements.
[0611] 11. Emotional state analysis
[0612] An emotion engine is used to analyze the user's voice tone and facial expression data to assess their emotional state.
[0613] 12. Dynamically Adjusting Proposals
[0614] The server dynamically adjusts the suggestions based on the emotional state and generates optimal suggestions in real time.
[0615] 13. Display on smart glasses
[0616] The collected information and tailored suggestions are displayed in real time on the smart glasses' display.
[0617] Specific examples
[0618] For example, when a salesperson voice-inputs a "company name" into the smart glasses, the server will collect all necessary data about the specified company. It will then analyze the salesperson's tone of voice and facial expressions to dynamically adjust the proposal based on their emotional state. Finally, the tailored proposal and company information will be displayed on the smart glasses.
[0619] Input prompt example
[0620] Please say your company name: "Company name"
[0621] >>> Displaying company data on smart glasses... Sentiment analysis in progress... Proposal adjustment complete
[0622] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[0623] Step 1:
[0624] The user speaks the company name into the smart glasses, which converts the speech to text using voice recognition software (such as Google Speech-to-Text). This voice input (company name) is sent to the system.
[0625] Input: Voice input of company name
[0626] Output: Company name text data
[0627] Step 2:
[0628] After receiving the text data of the company name, the server collects the company's basic information, management information, and financial information from the company information database and official website, and then makes an API call to obtain the required data.
[0629] Input: Company name text data
[0630] Output: Company basic information, management information, financial information
[0631] Step 3:
[0632] The server accesses the ERP system and the company's database to collect past and current transaction information, including transaction history and contract details.
[0633] Input: Company name text data
[0634] Output: Company transaction information
[0635] Step 4:
[0636] The server uses the news API to collect the latest news articles and official announcements about the company, in order to provide users with the latest topics about the company.
[0637] Input: Company name text data
[0638] Output: Latest company topics
[0639] Step 5:
[0640] The server collects organizational information from the open network, including the company's internal structure and organizational chart, and provides it to the user after analysis.
[0641] Input: Company name text data
[0642] Output: Company organizational information
[0643] Step 6:
[0644] The server analyzes business card information and related party data to generate a relationship map that visualizes the relationships between people both inside and outside the company.
[0645] Input: Person involved data
[0646] Output: Relation map
[0647] Step 7:
[0648] The server analyzes market trends and corporate needs and collects proposal potential information, which is used to more appropriately design proposal content.
[0649] Input: Company information, transaction information
[0650] Output: Proposed potential information
[0651] Step 8:
[0652] The server gains insights to identify and provide solutions to industry and company-specific challenges, thereby deepening customer understanding.
[0653] Input: Company information, transaction information, industry data
[0654] Output: Deeper customer understanding
[0655] Step 9:
[0656] The server collects and analyzes information about the company's IT and communication network configuration, and based on this information, proposes appropriate improvement plans.
[0657] Input: Corporate network data
[0658] Output: Network configuration analysis results
[0659] Step 10:
[0660] The server analyzes a company's voice communication infrastructure and provides suggestions for improving and streamlining voice communication.
[0661] Input: Corporate voice communication data
[0662] Output: Voice structure analysis results
[0663] Step 11:
[0664] Using the emotion engine, the server analyzes the user's voice tone and facial expression data to evaluate the user's emotional state, thereby understanding the user's emotional state.
[0665] Input: User's voice tone, facial expression data
[0666] Output: User's emotional state
[0667] Step 12:
[0668] The server dynamically adjusts the content of its suggestions based on the analyzed emotional state: positive suggestions are made in the case of a positive emotional state, and solutions are made in the case of a negative emotional state.
[0669] Input: User's emotional state, company information
[0670] Output: Adjusted proposal
[0671] Step 13:
[0672] The collected and analyzed information and tailored proposals are displayed in real time on the smart glasses, allowing users to refer to this information while conducting sales activities.
[0673] Input: Tailored proposal details, company information
[0674] Output: Information displayed on smart glasses
[0675] The specific processing unit 290 transmits the result of the specific processing to the smart device 14. In the smart device 14, the control unit 46A causes the output device 40 to output the result of the specific processing. The microphone 38B acquires audio indicating a user input regarding the result of the specific processing. The control unit 46A transmits audio data indicating the user input acquired by the microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[0676] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (Internet Search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[0677] In the above embodiment, an example in which the specific process is performed by the data processing device 12 has been given, but the technology of the present disclosure is not limited to this, and the specific process may be performed by the smart device 14.
[0678] [Second embodiment]
[0679] FIG. 3 shows an example of the configuration of a data processing system 210 according to the second embodiment.
[0680] 3, the data processing system 210 includes the data processing device 12 and smart glasses 214. An example of the data processing device 12 is a server.
[0681] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[0682] The smart glasses 214 include a computer 36, a microphone 238, a speaker 240, a camera 42, and a communication I / F 44. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The microphone 238, the speaker 240, and the camera 42 are also connected to the bus 52.
[0683] The microphone 238 receives instructions and the like from the user 20 by receiving voice uttered by the user 20. The microphone 238 captures the voice uttered by the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio in accordance with instructions from the processor 46.
[0684] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the surroundings of user 20 (for example, an imaging range defined by an angle of view equivalent to the field of vision of a typical healthy person).
[0685] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 are responsible for the exchange of various information between the processor 46 and the processor 28 via the network 54. The exchange of various information between the processor 46 and the processor 28 using the communication I / Fs 44 and 26 is carried out in a secure state.
[0686] Fig. 4 shows an example of the main functions of the data processing device 12 and the smart glasses 214. As shown in Fig. 4, in the data processing device 12, a specific process is performed by the processor 28. A specific process program 56 is stored in the storage 32.
[0687] The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[0688] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[0689] In the smart glasses 214, the reception output process is performed by the processor 46. A reception output program 60 is stored in the storage 50. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[0690] Next, a description will be given of the identification process performed by the identification processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as the "server" and the smart glasses 214 will be referred to as the "terminal."
[0691] The present invention is a system that realizes a series of processes from inputting a company name to automatically generating an account plan. Specific program processing and embodiments of this system will be described below.
[0692] Overall system overview
[0693] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. The generated account plans improve the efficiency of sales activities and enable quick access to the latest information.
[0694] Server Operation
[0695] Enter and receive company name
[0696] The server receives the company name from the user, either via a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[0697] Collecting company information
[0698] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[0699] Collection of transaction information
[0700] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0701] Collection of the latest corporate topics
[0702] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[0703] Collecting organizational information
[0704] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[0705] Generating a Relationship Map
[0706] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0707] Collecting information on potential proposals
[0708] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[0709] Deepening customer understanding
[0710] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[0711] Network configuration analysis
[0712] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[0713] Analysis of speech composition
[0714] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[0715] Enumerating possible solutions
[0716] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[0717] Proposal and implementation plan creation
[0718] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0719] Device behavior
[0720] View your account plan
[0721] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[0722] Specific examples
[0723] Example 1:
[0724] The user enters "Example Corp" into the web interface and presses the submit button.
[0725] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp."
[0726] The server generates an account plan based on this information and transmits the generated account plan to the terminal.
[0727] The device displays the account plan to the user and makes it available for download as a PDF.
[0728] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information.
[0729] The processing flow will be explained below.
[0730] Step 1:
[0731] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[0732] Step 2:
[0733] Check the company name received by the server. Validate that the company name has been entered correctly. This validation includes checking the length of the string and the type of characters used.
[0734] Step 3:
[0735] The server calls the API to retrieve company information from the company information database and official website, including basic company information, management information, and financial information.
[0736] Step 4:
[0737] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0738] Step 5:
[0739] The server uses a news API to gather the latest news articles and official announcements about the company, including information from trusted news sites and company press releases.
[0740] Step 6:
[0741] The server collects data on the open network to obtain organizational information about the company, including its internal structure and organizational chart.
[0742] Step 7:
[0743] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0744] Step 8:
[0745] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[0746] Step 9:
[0747] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[0748] Step 10:
[0749] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[0750] Step 11:
[0751] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[0752] Step 12:
[0753] Based on the information collected by the server, it lists solutions and services that can be proposed to companies.
[0754] Step 13:
[0755] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0756] Step 14:
[0757] The server sends the generated account plan to the device, which can then be downloaded in PDF format.
[0758] Step 15:
[0759] The device displays the received account plan on the user interface, allowing the user to review the account plan and download it if necessary.
[0760] Example 1
[0761] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[0762] The traditional process of gathering corporate information and creating account plans was highly manual, requiring time and effort. Information updates tended to be delayed, reducing the efficiency of sales activities. Furthermore, it was difficult to create proposals that accurately reflected the latest technology and market trends, making it difficult to provide optimal solutions to customers.
[0763] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[0764] In this invention, the server includes means for inputting a company name, means for collecting company information from a database or website, means for collecting transaction information from an internal system, means for collecting the latest company topics via an API, means for collecting organizational information from open data sources, means for analyzing stakeholder data and generating a relationship map, means for analyzing market trends and collecting proposal potential information, means for deepening customer understanding using natural language processing technology, means for analyzing network configuration using a network analysis tool, means for analyzing voice configuration using a voice analysis tool, means for listing proposable solutions based on the collected information, and means for creating specific proposal and implementation plans. This improves the efficiency of collecting company information and automatically generating account plans, enabling quick and effective proposals based on the latest information.
[0765] The "means for inputting a company name" is a means for providing an interface for a user to input a company name.
[0766] "Means of collecting corporate information from databases and websites" refers to means of obtaining basic information, management information, and financial information about a company from online databases and websites.
[0767] "Means of collecting transaction information from internal systems" refers to means of obtaining transaction history related to a company from an internal ERP system or database.
[0768] "Means of collecting the latest corporate topics via API" refers to a means of obtaining the latest news and topics related to a specific company using an API.
[0769] "Means for collecting organizational information from open data sources" refers to means for obtaining information about a company's internal structure and organizational chart from open data sources.
[0770] The "means for analyzing related party data and generating a relationship map" is a means for generating a relationship map that visually shows the relationships between people based on business card information and other related party data.
[0771] "Means of analyzing market trends and collecting proposal potential information" refers to means of analyzing corporate needs and market trends and evaluating the needs and suitability of solutions that can be proposed.
[0772] "Means of deepening customer understanding using natural language processing technology" refers to a means of using natural language processing technology to analyze customer needs and issues and gain a deeper understanding.
[0773] "Means for analyzing network configuration using a network analysis tool" refers to means for analyzing the configuration of a company's IT or communications network using a specific network analysis tool.
[0774] "Means for analyzing speech structures using speech analysis tools" means means for evaluating and analyzing the efficiency of a company's voice communication infrastructure and systems using speech analysis tools.
[0775] The "means for listing solutions that can be proposed based on collected information" refers to a means for listing solutions and services that can be proposed to a company based on collected information.
[0776] "Means for creating specific proposals and implementation plans" refers to means for creating specific proposals and implementation plans for companies.
[0777] A "generative AI model" is an artificial intelligence model that is trained to perform specific tasks based on data.
[0778] A "prompt sentence" is an input sentence that causes a generative AI model to generate a specific output.
[0779] MODE FOR CARRYING OUT THE INVENTION
[0780] The present invention is a system that realizes a series of processes from entering a company name to automatically generating an account plan. This system performs data processing and data calculations using the various hardware and software listed below.
[0781] Overall system overview
[0782] The system's main function is for users to input a company name, and then collect and analyze various information based on that information to automatically generate an account plan that includes specific proposals and implementation plans. The server collects and analyzes company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration, enabling efficient sales activities and quick access to the latest information.
[0783] Hardware and software used
[0784] server
[0785] Hardware: High-performance server (e.g., Dell PowerEdge series)
[0786] Software: Python, BeautifulSoup, Scrapy, SAP, Oracle, Google News API, Bing News Search API, LinkedIn API, Pandas, Scikit-learn, NLTK, SpaCy, Wireshark, Asterisk
[0787] Terminal
[0788] Hardware: General PCs, tablets, smartphones
[0789] Software: Web browser, dedicated application, FPDF
[0790] Specific examples of processing
[0791] User operations
[0792] The user enters the company name through a web interface or a dedicated application and presses the submit button. For example, the user enters "Example Corp."
[0793] Server Operations
[0794] After receiving the company name, the server collects the following information in order:
[0795] 1. Company Information: Use Python and BeautifulSoup to gather basic company information from websites.
[0796] 2. Transaction information: Connect to internal ERP systems (e.g., SAP, Oracle) to obtain transaction information.
[0797] 3. Latest company topics: Use the Google News API or Bing News Search API to get the latest news related to your company.
[0798] 4. Organizational information: Use LinkedIn's API to obtain company organizational information.
[0799] 5. Relationship map: Analyze relationships based on business card information and generate a relationship map.
[0800] 6. Proposal potential information: Analyze market trends using Pandas and Scikit-learn and collect proposal potential information.
[0801] 7. Deepen customer understanding: Use NLTK and SpaCy to analyze customer needs using natural language processing technology.
[0802] 8. Analyzing network configuration: Analyze network configuration using Wireshark.
[0803] 9. Voice Configuration Analysis: Analyze voice communications infrastructure using Asterisk.
[0804] 10. List possible solutions: List possible solutions based on the information collected.
[0805] 11. Proposal and implementation plan development: Develop a specific proposal and implementation plan.
[0806] Device operation
[0807] The terminal displays the generated account plan sent from the server on the user's interface, and the user can download the displayed account plan in PDF format.
[0808] Examples of prompt statements
[0809] "Generate an account plan based on the latest company information, transaction information, topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, and voice configuration for Example Corp."
[0810] As described above, this system collects and analyzes various information and automatically generates account plans that are useful for sales activities, thereby enabling efficient sales activities and quick access to the latest information.
[0811] The flow of the identification process in the first embodiment will be described with reference to FIG.
[0812] Step 1:
[0813] The user enters the company name. The user uses a web interface or a dedicated application to enter the company name and presses the submit button. For example, the user enters "Example Corp." This input causes the company name to be sent to the server.
[0814] Step 2:
[0815] The server receives the company name. The server receives the company name sent by the user and prepares to proceed to the next processing step. Data processing is performed, storing the company name in a variable.
[0816] Step 3:
[0817] The server collects company information. Based on the company name, the server scrapes the company information database and official website. Using Python's BeautifulSoup, basic company information (e.g., address, phone number, and manager's name) is extracted. The input is the company name, and the output is the company's basic information.
[0818] Step 4:
[0819] The server collects transaction information. The server connects to an internal ERP system (e.g., SAP, Oracle) and retrieves transaction information related to a specified company through an API. The input is the company name and the output is the transaction history. This involves running SQL queries and API calls.
[0820] Step 5:
[0821] The server collects the latest company topics. The server uses the Google News API or Bing News Search API to obtain the latest news about the company. The input is the company name, and the output is a list of news articles. The API is used to obtain information in real time.
[0822] Step 6:
[0823] The server collects organizational information. The server uses LinkedIn's API and other open data sources to obtain organizational information about companies. For example, it extracts the internal structure and organizational chart of a company. The input is the company name, and the output is the organizational chart.
[0824] Step 7:
[0825] The server generates a relationship map. The server analyzes business card information and other stakeholder data to generate a visual relationship map. It draws a network graph to show the relationships. The input is stakeholder data and the output is a relationship map.
[0826] Step 8:
[0827] The server collects proposal potential information. The server uses data science tools (e.g., Pandas, Scikit-learn) to analyze market trends and evaluate the needs for proposing solutions. The input is market data, and the output is proposal potential information.
[0828] Step 9:
[0829] The server deepens customer understanding. The server uses natural language processing technology (e.g., NLTK, SpaCy) to analyze customer needs and issues and gain deep insights. The input is text data, and the output is the analysis results.
[0830] Step 10:
[0831] The server analyzes the network configuration. The server uses a specific network analysis tool (e.g., Wireshark) to analyze the configuration of a company's IT or communication network. The input is network data, and the output is the analysis results.
[0832] Step 11:
[0833] The server analyzes the voice structure. The server collects and analyzes information about the voice communication infrastructure and systems (e.g., Asterisk). The input is the voice data, and the output is the analysis result of the voice structure.
[0834] Step 12:
[0835] The server lists possible solutions. Based on all the collected information, the server lists the solutions and services that can be proposed to the company. The input is the collected company information, and the output is a list of solutions.
[0836] Step 13:
[0837] The server creates a proposal and implementation plan. The server creates a specific proposal and implementation plan, and builds the optimal proposal content. The input is proposal potential information and the results of customer understanding, and the output is a proposal and implementation plan.
[0838] Step 14:
[0839] The terminal displays the account plan. The terminal displays the generated account plan received from the server on the user interface. The user can download it in PDF format. The input is the account plan data from the server, and the output is the account plan that the user can view.
[0840] (Application example 1)
[0841] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[0842] In today's online shopping sites, it is important for warehouse workers to accurately grasp customer information and product inventory information in real time in order to carry out their work efficiently and improve customer satisfaction. However, with current systems, it takes time to collect and organize information, making it particularly difficult to quickly reflect special requirements and recommendations from customers. A new system that can solve this problem is needed.
[0843] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[0844] In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest company topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing network configuration, means for analyzing voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for displaying the generated account plan on a visual device, and means for displaying customer information and product inventory information in real time via the visual device. This enables warehouse workers to obtain the necessary information in real time and take appropriate action promptly.
[0845] A "means for inputting a company name" is a device or interface that allows a user to input a specific company name into the system.
[0846] The "means for collecting company information" refers to a device or system that collects basic information and detailed information about a company based on the input company name.
[0847] "Means for collecting transaction information" refers to devices or systems that collect past and current transaction history and transaction status related to the relevant company.
[0848] The "means for collecting the latest corporate topics" refers to a device or system that acquires the latest news and topics related to a company.
[0849] "Means for collecting organizational information" refers to devices or systems that collect information about the internal structure and organizational chart of a company.
[0850] A "means for generating a relationship map" is a device or system that creates a relationship map that visually shows the relationships between people inside and outside a company.
[0851] "Means for collecting proposal potential information" refers to devices or systems that collect information to understand corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[0852] "Means for deepening customer understanding" are devices and systems that collect and analyze information to identify issues related to an industry or specific company and provide solutions to those issues.
[0853] A "means for analyzing network configuration" is a device or system that collects and analyzes information about the configuration of a company's IT or communications network.
[0854] A "means for analyzing voice composition" is a device or system that collects and analyzes information about an enterprise's voice communications infrastructure and systems.
[0855] The "means for listing producible solutions" is a device or system that lists solutions and services that can be proposed to a company based on the collected information.
[0856] "Means for creating proposals and implementation plans" refers to devices or systems that create specific proposals and implementation plans for companies.
[0857] The "means for displaying the generated account plan on a visual device" refers to a device or system for displaying the generated account plan on a visual device such as smart glasses.
[0858] "Means for displaying customer information and product inventory information in real time via a visual device" refers to a device or system that displays customer information and product inventory information in real time via smart glasses or the like.
[0859] This system realizes a series of processes, from inputting company names to automatically generating account plans and displaying information on visual devices. This system allows warehouse workers to check customer information and product inventory information in real time, improving work efficiency and customer satisfaction.
[0860] Server Operation
[0861] Enter and receive company name
[0862] The server receives the company name from the user, either via a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[0863] Collecting company information
[0864] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[0865] Collection of transaction information
[0866] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0867] Collection of the latest corporate topics
[0868] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[0869] Collecting organizational information
[0870] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[0871] Generating a Relationship Map
[0872] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0873] Collecting information on potential proposals
[0874] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[0875] Deepening customer understanding
[0876] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[0877] Network configuration analysis
[0878] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[0879] Analysis of speech composition
[0880] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[0881] Enumerating possible solutions
[0882] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[0883] Proposal and implementation plan creation
[0884] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0885] Generate and view your account plan
[0886] Based on the collected information, the server generates an account plan and displays it on a visual device (e.g., smart glasses), allowing workers to effectively perform picking and packing tasks in the warehouse.
[0887] Device behavior
[0888] Operating visual devices
[0889] The visual device displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[0890] Specific examples
[0891] Example 1:
[0892] When a worker wears smart glasses and calls up a picking list with a voice command, the system displays the company's transaction history and suggested additional products. For example, if a specific product is being picked up and it is the subject of a promotion for a specific customer, that information will be displayed immediately, allowing the worker to use that information to provide special packaging or add a message.
[0893] Example prompt sentence:
[0894] Enter your company name: General company name
[0895] This will realize a system that allows warehouse workers to obtain the necessary information in real time and take prompt and appropriate action.
[0896] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[0897] Step 1:
[0898] Enter your company name
[0899] A user enters a company name into the system via a web interface or a dedicated application, and the entered company name is sent to the server.
[0900] Input: Company name from user
[0901] Output: Company name sent to server
[0902] Step 2:
[0903] Collecting company information
[0904] Based on the received company name, the server collects company information such as basic information, management information, and financial information from corporate information databases and official websites.
[0905] Input: Company Name
[0906] Output: Company information
[0907] Step 3:
[0908] Collection of transaction information
[0909] The server accesses the company's internal ERP system and databases to collect past and current transaction history related to the company in question.
[0910] Input: Company Name
[0911] Output: Transaction information
[0912] Step 4:
[0913] Collection of the latest corporate topics
[0914] The server uses APIs to gather the latest news articles and press releases about a company from reliable news sites and official announcements.
[0915] Input: Company Name
[0916] Output: Latest company topics
[0917] Step 5:
[0918] Collecting organizational information
[0919] The server collects data on the open network and obtains the company's internal structure and organizational chart.
[0920] Input: Company Name
[0921] Output: Organization information
[0922] Step 6:
[0923] Generating a Relationship Map
[0924] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0925] Input: Business card information, related party data
[0926] Output: Relation map
[0927] Step 7:
[0928] Collecting information on potential proposals
[0929] The server collects and analyzes corporate needs and market trends, and gathers information to evaluate the suitability of potential solutions.
[0930] Input: Company name, needs information, market trends
[0931] Output: Proposal potential information
[0932] Step 8:
[0933] Deepening customer understanding
[0934] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to the enterprise and providing solutions.
[0935] Input: Company information, industry information
[0936] Output: Customer Understanding
[0937] Step 9:
[0938] Network configuration analysis
[0939] The server collects and analyzes information about the configuration of a company's IT and communications network.
[0940] Input: Company name, network data
[0941] Output: Network configuration information
[0942] Step 10:
[0943] Analysis of speech composition
[0944] The server collects and analyzes information about the company's voice communications infrastructure and systems.
[0945] Input: Company name, voice communication data
[0946] Output: Audio composition information
[0947] Step 11:
[0948] Enumerating possible solutions
[0949] Based on the information collected so far, the server lists solutions and services that can be proposed to the company.
[0950] Input: Company information, transaction information, latest company topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration information, voice configuration information
[0951] Output: Possible solutions
[0952] Step 12:
[0953] Proposal and implementation plan creation
[0954] The server creates specific proposals and implementation plans for the company.
[0955] Input: Possible solutions
[0956] Output: Proposal and implementation plan
[0957] Step 13:
[0958] Generate and view your account plan
[0959] The server sends the generated account plan to a visual device (e.g., smart glasses) so that workers can view the information in real time.
[0960] Input: Proposal / Implementation Plan
[0961] Output: Account plan displayed on a visual device
[0962] Step 14:
[0963] Operating visual devices
[0964] The terminal (visual device) displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[0965] Input: Account plan displayed on a visual device
[0966] Output: Information that workers can view in real time
[0967] Furthermore, an emotion engine that estimates the user's emotion may be further combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59, and perform identification processing using the user's emotion.
[0968] The present invention is a system that combines an emotion engine with a series of processes from entering a company name to automatically generating an account plan, and dynamically adjusts the content of proposals based on the user's emotions. Specific program processing and embodiments of this system are described below.
[0969] Overall system overview
[0970] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. Furthermore, an emotion engine is incorporated to dynamically adjust proposal content based on the user's emotions. The generated account plan improves sales efficiency and provides quick access to the latest information.
[0971] Server Operation
[0972] Enter and receive company name
[0973] The server receives the company name from the user, either through a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[0974] Collecting company information
[0975] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[0976] Collection of transaction information
[0977] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[0978] Collection of the latest corporate topics
[0979] The server uses the API to gather the latest news articles and official announcements about the company, including from reputable news sites and company press releases.
[0980] Collecting organizational information
[0981] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[0982] Generating a Relationship Map
[0983] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[0984] Collecting information on potential proposals
[0985] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[0986] Deepening customer understanding
[0987] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[0988] Network configuration analysis
[0989] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[0990] Analysis of speech composition
[0991] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[0992] Enumerating possible solutions
[0993] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[0994] Proposal and implementation plan creation
[0995] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[0996] Emotion Engine Operation
[0997] Emotion Recognition and Collection
[0998] The server uses an emotion engine to analyze the user's input behavior and facial expressions to recognize the user's emotional state. This data is collected in real time.
[0999] Emotional Data Analysis
[1000] The server analyzes the collected emotional data and evaluates the user's emotional state, which is then used to adjust the suggestions.
[1001] Dynamically adjusting proposals
[1002] The server dynamically adjusts the content of suggestions based on the emotional data, for example, making proactive suggestions to users in a positive emotional state and problem-solving suggestions to users in a negative emotional state.
[1003] Device behavior
[1004] View your account plan
[1005] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[1006] Specific examples
[1007] Example 1:
[1008] The user enters "Example Corp" into the web interface and presses the submit button.
[1009] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp." In addition, the emotion engine collects user input behavior and facial expression data and recognizes their emotions.
[1010] The server generates an account plan based on this information and emotional data, and dynamically adjusts the proposal content based on the emotional data.
[1011] The generated account plan is sent to the device, where it is displayed to the user and made available for download as a PDF.
[1012] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information. It also enables proposals based on the user's emotions, leading to more effective communication.
[1013] The processing flow will be explained below.
[1014] Step 1:
[1015] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[1016] Step 2:
[1017] The server validates the received company name to ensure it was entered correctly. It checks that the company name is in the correct format.
[1018] Step 3:
[1019] The server calls the API to retrieve company information from the company information database and official website, including basic information, management information, and financial information of the company.
[1020] Step 4:
[1021] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[1022] Step 5:
[1023] The server uses the news API to gather the latest news articles and official announcements about the company, focusing on reliable news sites and company press releases.
[1024] Step 6:
[1025] The server collects data on the open network and obtains organizational information about the company, including its internal structure and organizational chart.
[1026] Step 7:
[1027] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1028] Step 8:
[1029] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[1030] Step 9:
[1031] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[1032] Step 10:
[1033] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[1034] Step 11:
[1035] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[1036] Step 12:
[1037] The server uses an emotion engine to collect user input behavior and facial expression data to recognize the user's emotions in real time. The emotion data is used to adjust the content of suggestions.
[1038] Step 13:
[1039] The server analyzes the collected emotional data and evaluates the user's emotional state. Based on the evaluation results, the content of the suggestions is dynamically adjusted.
[1040] Step 14:
[1041] The server generates an account plan and sends it to the device, with the proposals adjusted to suit the user's emotions.
[1042] Step 15:
[1043] The device displays the received account plan on the user's interface, allowing the user to review the account plan and download it in PDF format if necessary.
[1044] Example 2
[1045] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[1046] Conventional account plan generation systems require users to manually collect and integrate the company information and analysis results they require, which requires a great deal of time and effort. Furthermore, they make uniform proposals without considering the user's emotional state, limiting the effectiveness of the proposals. This creates a problem in that it is difficult to effectively conduct sales activities.
[1047] The identification process by the identification processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means. In this invention, the server includes a means for inputting a company name, a means for collecting company information, a means for collecting transaction information, a means for collecting the latest company topics, a means for collecting organizational information, a means for generating a relationship map, a means for collecting proposal potential information, a means for deepening customer understanding, a means for analyzing a network configuration, a means for analyzing a voice configuration, a means for listing proposable solutions, a means for creating a proposal and implementation plan, a means for collecting emotion data, a means for analyzing the emotion data, a means for dynamically adjusting the proposal content, and a means for displaying the generated account plan on a user interface. This allows an account plan for corporate acquisition to be automatically generated, enabling more effective proposals based on the user's emotions.
[1048] "Means for inputting a company name" refers to a user interface for a user to input a specific company name and a function for transmitting that data to a server.
[1049] "Means for collecting company information" refers to programs or API connections for collecting basic company information (address, representative name, industry), management information (sales, number of employees), financial information (revenue, liabilities, capital), etc. based on a specified company name.
[1050] "Means for collecting transaction information" refers to the function of accessing the company's internal ERP system or database to collect past and present transaction information (order amount, delivery date, transaction products) related to a specific company.
[1051] "Means for collecting the latest corporate topics" refers to the function of collecting the latest news articles and official announcements about designated companies from reliable news sites and company press releases.
[1052] "Means of collecting organizational information" refers to programs and scraping methods for collecting information about a company's internal structure and organizational chart from publicly available information on the Internet.
[1053] "Means for generating a relationship map" refers to a function for analyzing business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1054] "Means for collecting proposal potential information" refers to market analysis tools and competitive research tools used to collect and analyze corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[1055] "Means to deepen customer understanding" refers to the ability to identify issues related to an industry or specific company and collect and analyze relevant information to provide solutions.
[1056] "Means for analyzing network configuration" refers to the ability to collect information about a company's IT and communications networks and analyze the network topology and the hardware and software configurations used in order to propose appropriate solutions and improvements.
[1057] "Means for analyzing voice configuration" refers to the function of collecting and analyzing information about a company's voice communication infrastructure and systems to propose ways to improve and streamline voice communication.
[1058] "Means for listing possible solutions" refers to the function of listing solutions and services that can be proposed to a company based on collected information.
[1059] "Means for creating proposals and implementation plans" refers to the function of creating specific proposals and implementation plans (implementation steps, schedules, cost estimates) for companies.
[1060] "Means for collecting emotional data" refers to an emotional engine for collecting user input behavior and facial expression data in real time.
[1061] "Means for analyzing emotional data" refers to a function for analyzing collected emotional data and evaluating the emotional state of the user.
[1062] The "means for dynamically adjusting the content of suggestions" refers to a function for dynamically changing the content of suggestions based on emotion data and making suggestions according to the emotional state of the user.
[1063] "Means for displaying the generated account plan on a user interface" refers to a function that displays the account plan generated from the server on a user interface and allows the user to view and download it in PDF format.
[1064] The present invention is a system that dynamically adjusts the content of proposals based on a series of processes from entering a company name to automatically generating an account plan, and based on the user's emotions. Specific program processing and embodiments of this system are described below.
[1065] Overall system overview
[1066] This system allows users to input a company name and automatically generates corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, proposable solutions, and proposal / implementation plans. The system also incorporates an emotion engine, enabling it to dynamically adjust proposal content based on the user's emotions. The generated account plan improves sales efficiency and provides quick access to the latest information.
[1067] Server Operation
[1068] Enter and receive company name
[1069] Users enter the company name via a web interface or a dedicated application and send the data to the server, which receives it as an HTTP request and analyzes its contents.
[1070] Collecting company information
[1071] The server collects basic information, management information, financial information, etc. of companies from company information databases and official websites using API connections and web scraping technology.
[1072] Collection of transaction information
[1073] The server issues SQL queries to the company's ERP system or database to retrieve transaction information for the relevant company, including order amount, delivery date, and transaction product.
[1074] Collection of the latest corporate topics
[1075] The server uses news APIs and RSS feeds to gather the latest news articles and press releases about a given company, then parses the data and categorizes it into key topics.
[1076] Collecting organizational information
[1077] The server scrapes public information on the internet to collect data about companies' organizational charts and internal structures.
[1078] Generating a Relationship Map
[1079] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company, using graph databases and network analysis tools.
[1080] Collecting information on potential proposals
[1081] The server uses market analysis tools to gather information about the needs of specific companies and market trends, and evaluates the suitability of solutions that can be proposed.
[1082] Deepening customer understanding
[1083] The server collects and analyzes information to identify issues relevant to an industry or specific company, and uses this information to generate insights.
[1084] Network configuration analysis
[1085] The server collects and analyzes information about the company's IT and communication networks, using network monitoring tools and log analysis tools.
[1086] Analysis of speech composition
[1087] The server collects information about a company's voice communication infrastructure and proposes ways to improve and streamline voice communication.
[1088] Enumerating possible solutions
[1089] Based on the collected data, the server lists solutions and services that can be proposed to companies.
[1090] Proposal and implementation plan creation
[1091] The server creates a specific implementation plan and compiles the proposal into a document.
[1092] Emotion Engine Operation
[1093] Emotion Recognition and Collection
[1094] The server uses an emotion engine to collect the user's input behavior and facial expressions in real time, detecting input patterns from the camera and keyboard.
[1095] Emotional Data Analysis
[1096] The server analyzes the collected emotional data using a machine learning model to evaluate the user's emotional state.
[1097] Dynamically adjusting proposals
[1098] The server dynamically adjusts the content of suggestions based on the evaluation results of the emotion data. It provides proactive suggestions to users in a positive state and problem-solving suggestions to users in a negative state.
[1099] Device behavior
[1100] View your account plan
[1101] The terminal displays the account plan sent from the server in a user interface, and also provides the option to download it in PDF format if desired.
[1102] Specific examples
[1103] Example 1:
[1104] The user enters "Company A" into the web interface and presses the submit button.
[1105] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to company A.
[1106] The emotion engine collects user input behavior and facial expression data and recognizes their emotions.
[1107] The server generates an account plan based on this information and emotional data, and dynamically adjusts the proposals.
[1108] The device will display the generated account plan and make it available for download as a PDF.
[1109] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information. It also enables proposals based on the user's emotions, leading to more effective communication.
[1110] The flow of the identification process in the second embodiment will be described with reference to FIG.
[1111] Step 1:
[1112] Enter and receive company name
[1113] A user enters a company name into a web interface or dedicated application and clicks the submit button, which is sent to the server as an HTTP request.
[1114] Input: Company name entered by the user
[1115] Output: Company name data sent to the server as an HTTP request
[1116] What happens: A user enters a company name into the web interface and clicks the "Submit" button. The server receives this request and parses the input data.
[1117] Step 2:
[1118] Collecting company information
[1119] Based on the company name received by the server, the company's basic information, management information, financial information, etc. is collected from corporate information databases and official websites using API connections and web scraping technology.
[1120] Input: Company name
[1121] Output: Company basic information, management information, financial information
[1122] Specific operation: The server queries the database using the company name as a key and retrieves basic information, management information, and financial information for the relevant company.
[1123] Step 3:
[1124] Collection of transaction information
[1125] The server accesses the company's ERP system or database to collect transaction information related to the specified company, and uses SQL queries to extract past and current transaction history.
[1126] Input: Company name
[1127] Output: Transaction information of the target company
[1128] Specific operation: The server issues an SQL query based on the company name and extracts the relevant company's transaction information (order amount, delivery date, transaction product) from the ERP system.
[1129] Step 4:
[1130] Collection of the latest corporate topics
[1131] The server uses news APIs and RSS feeds to gather the latest news articles and press releases about the target company.
[1132] Input: Company name
[1133] Output: Latest news articles and press releases
[1134] Specific operation: The server sends a request to the news API using the company name as a key, analyzes the returned data, and classifies it into important topics.
[1135] Step 5:
[1136] Collecting organizational information
[1137] The server scrapes public information on the internet to collect data about companies' internal structures and organizational charts.
[1138] Input: Company name
[1139] Output: Organization chart and internal structure information
[1140] Specific operation: The server performs web scraping based on the company name and collects information on the company's organizational chart and executive positions.
[1141] Step 6:
[1142] Generating a Relationship Map
[1143] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company, using graph databases and network analysis tools.
[1144] Input: Company name, business card information, related party data
[1145] Output: Relation map
[1146] Specific operation: The server analyzes the business card information and creates and visualizes a graph database based on the job titles and departments of the people involved.
[1147] Step 7:
[1148] Collecting information on potential proposals
[1149] The server uses market analysis tools to gather information about the needs of companies and market trends, and evaluates the suitability of solutions that can be proposed.
[1150] Input: Company name
[1151] Output: Market trends, corporate needs, proposal potential information
[1152] Specific operation: The server searches for the company name in the market analysis tool and extracts solutions and services suitable for the proposal.
[1153] Step 8:
[1154] Deepening customer understanding
[1155] The server identifies industry or specific company-related challenges and collects and analyzes relevant information to provide solutions.
[1156] Input: Company-related information, industry information
[1157] Output: Customer specific problems and their solutions
[1158] Specific operation: The server analyzes industry reports and case studies of specific companies to extract issues and solutions.
[1159] Step 9:
[1160] Network configuration analysis
[1161] The server collects information about a company's IT and communications networks and analyzes their configuration to propose appropriate solutions.
[1162] Input: Company network information
[1163] Output: Analysis results of network configuration
[1164] Specific actions: Analyze data collected by the server using network monitoring tools to identify areas for improvement and applicable technologies.
[1165] Step 10:
[1166] Analysis of speech composition
[1167] The server collects information about a company's voice communication infrastructure and proposes ways to improve and streamline voice communication.
[1168] Input: Corporate voice communication information
[1169] Output: Analysis results of voice communication configuration
[1170] Specific operation: The server analyzes voice logs and communication data to identify areas where efficiency can be improved.
[1171] Step 11:
[1172] Enumerating possible solutions
[1173] Based on the information collected by the server, a list of solutions and services that can be proposed to companies is created.
[1174] Input: Company information, transaction information, latest company topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, voice configuration
[1175] Output: A list of possible solutions
[1176] Specific operation: The server consolidates various information and lists the most appropriate solutions and services.
[1177] Step 12:
[1178] Proposal and implementation plan creation
[1179] The server creates a specific implementation plan (implementation steps, schedule, cost estimate) and compiles the proposal into a document.
[1180] Input: A list of possible solutions
[1181] Output: Proposal and implementation plan document
[1182] Specific operation: The server details the implementation steps for each solution and estimates the execution schedule and costs.
[1183] Step 13:
[1184] Emotion Recognition and Collection
[1185] When a user inputs a company name, the server uses an emotion engine to collect the user's input behavior and facial expression data.
[1186] Input: User input behavior, facial expression data
[1187] Output: Collected emotion data
[1188] Specific operation: Analyzes input from the camera and keyboard and collects emotional data in real time.
[1189] Step 14:
[1190] Emotional Data Analysis
[1191] The server analyzes the collected emotional data and evaluates the user's emotional state.
[1192] Input: Emotion data
[1193] Output: User's emotional state evaluation result
[1194] How it works: The server uses machine learning models to analyze the emotional data and classify it into positive, negative, or neutral states.
[1195] Step 15:
[1196] Dynamically adjusting proposals
[1197] The server dynamically adjusts the content of the suggestions based on the evaluation results of the emotion data.
[1198] Input: Emotional state assessment result, list of possible solutions
[1199] Output: Dynamically adjusted suggestions
[1200] Specific operation: The server adjusts the suggestions according to the emotional state and selects the most appropriate suggestion.
[1201] Step 16:
[1202] View your account plan
[1203] The terminal displays the generated account plan in the user interface and makes it available for download in PDF format if necessary.
[1204] Input: Generated Account Plan
[1205] Output: Account plan displayed in the user interface
[1206] Specific behavior: The device receives account plan data from the server, displays it visually, and provides a PDF download button.
[1207] (Application example 2)
[1208] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the smart glasses 214 will be referred to as a "terminal."
[1209] While conventional sales support systems were capable of collecting and analyzing data such as company and transaction information, they lacked the ability to dynamically adjust proposal content based on the user's emotional state, limiting their effectiveness in sales activities. Furthermore, they lacked the means to display information in real time, making it difficult for field sales representatives to respond immediately. This made it difficult to maximize the efficiency and effectiveness of sales activities.
[1210] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest industry topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing a network configuration, means for analyzing a voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for analyzing an emotional state, means for dynamically adjusting proposal content based on the emotional state, and means for displaying information on the smart glasses. This enables sales representatives to dynamically make optimal proposals based on the user's emotional state, and by displaying information in real time, it is possible to maximize the effectiveness and efficiency of sales activities.
[1211] "Means for entering a business name" refers to an interface that allows a sales representative to enter a particular business name into the system using voice or text input.
[1212] "Means for collecting corporate information" refers to system elements for automatically obtaining basic corporate information and management information from external databases and official websites.
[1213] "Means for collecting transaction information" refers to system elements that collect past and current transaction history with a company from internal or external databases.
[1214] "Means for collecting the latest industry topics" refers to a system element that obtains the latest news and trends related to the company from reliable news sites on the Internet and official announcements.
[1215] "Means for collecting organizational information" refers to system elements that collect information such as the internal structure and organizational chart of a company from open source data and internal databases.
[1216] "Means for generating relationship maps" refers to tools that analyze business card data and existing stakeholder data to visually show the relationships between people inside and outside a company.
[1217] "Means for collecting proposal potential information" refers to system elements that analyze corporate needs and market trends and collect information to make highly suitable proposals.
[1218] "Means for deepening customer understanding" refers to the system elements that collect and analyze the information needed to identify and provide solutions to challenges related to an industry or specific company.
[1219] "Means for analyzing network configuration" refers to a system element that collects information about a company's IT and communications networks and analyzes it to propose appropriate solutions.
[1220] "Means for analyzing voice configuration" refers to system elements that are analyzed to collect information about a company's voice communication infrastructure and systems and to propose improvements and streamline voice communication.
[1221] "Means for listing possible solutions" refers to a system element that displays a list of solutions and services that can be provided to a company based on collected information.
[1222] "Means for creating proposals and implementation plans" refers to system elements that automatically create specific proposals and implementation plans for companies.
[1223] "Means for analyzing emotional state" refers to technical means for analyzing input data such as the user's tone of voice and facial expressions to assess the user's emotional state.
[1224] "Means for dynamically adjusting suggestions based on emotional state" refers to a system element that changes suggestions in real time in response to the analyzed emotional state of the user.
[1225] "Means for displaying information on smart glasses" refers to an interface for displaying company information and proposal details in real time on the smart glasses worn by sales representatives.
[1226] System Overview
[1227] This invention is a system that collects and analyzes company information, transaction information, the latest industry topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration based on the input of a company name, and generates proposal content. Furthermore, it uses an emotion engine to analyze the user's emotional state in real time and dynamically adjusts the proposal content. Furthermore, by displaying the generated information on smart glasses, sales representatives can respond immediately during face-to-face sales.
[1228] Hardware and Software Used
[1229] 1. Server
[1230] Cloud server (e.g. AWS, Google Cloud)
[1231] Database (e.g. MySQL, PostgreSQL)
[1232] API (e.g., news API, business information API)
[1233] Emotion engine (e.g. EmotionSDK)
[1234] 2. Terminal
[1235] Smart glasses (e.g. Microsoft HoloLens 2)
[1236] 3. Software
[1237] Voice recognition software (e.g., Google Speech-to-Text)
[1238] Facial expression recognition software (e.g. OpenCV)
[1239] Information collection and analysis programs (e.g., Python scripts)
[1240] Data processing and calculation
[1241] Server Operation
[1242] The server receives the user's input of the company name, collects and analyzes the necessary information from the company information database and news API, and the emotion engine analyzes the user's voice tone and facial expression data to adjust the suggestions.
[1243] 1. Enter and receive your company name
[1244] The server receives the company name via voice input or text input, for example, a sales representative may voice input "company name" through smart glasses.
[1245] 2. Collection of corporate information
[1246] The server retrieves basic information, management information, and financial information from company information databases and official websites.
[1247] 3. Collection of Transaction Information
[1248] Collect past and current transaction information from ERP systems and internal databases.
[1249] 4. Collecting the latest industry topics
[1250] The server uses an API to collect the latest news and official announcements about the company.
[1251] 5. Collection of organizational information
[1252] Analyze data on open networks to obtain organizational information about companies.
[1253] 6. Generating a Relationship Map
[1254] The server analyzes business card information and related party data and generates a relationship map.
[1255] 7. Collecting information on potential proposals
[1256] Collect and analyze market trends and corporate needs.
[1257] 8. Deepening customer understanding
[1258] Identify challenges relevant to your industry or specific company and gain insights to provide solutions.
[1259] 9. Network Configuration Analysis
[1260] Collect and analyze information on a company's IT and communications network configuration.
[1261] 10. Analysis of speech structure
[1262] We analyze a company's voice communications infrastructure and propose efficiency improvements.
[1263] 11. Emotional state analysis
[1264] An emotion engine is used to analyze the user's voice tone and facial expression data to assess their emotional state.
[1265] 12. Dynamically Adjusting Proposals
[1266] The server dynamically adjusts the suggestions based on the emotional state and generates optimal suggestions in real time.
[1267] 13. Display on smart glasses
[1268] The collected information and tailored suggestions are displayed in real time on the smart glasses' display.
[1269] Specific examples
[1270] For example, when a salesperson voice-inputs a "company name" into the smart glasses, the server will collect all necessary data about the specified company. It will then analyze the salesperson's tone of voice and facial expressions to dynamically adjust the proposal based on their emotional state. Finally, the tailored proposal and company information will be displayed on the smart glasses.
[1271] Input prompt example
[1272] Please say your company name: "Company name"
[1273] >>> Displaying company data on smart glasses... Sentiment analysis in progress... Proposal adjustment complete
[1274] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[1275] Step 1:
[1276] The user speaks the company name into the smart glasses, which converts the speech to text using voice recognition software (such as Google Speech-to-Text). This voice input (company name) is sent to the system.
[1277] Input: Voice input of company name
[1278] Output: Company name text data
[1279] Step 2:
[1280] After receiving the text data of the company name, the server collects the company's basic information, management information, and financial information from the company information database and official website, and then makes an API call to obtain the required data.
[1281] Input: Company name text data
[1282] Output: Company basic information, management information, financial information
[1283] Step 3:
[1284] The server accesses the ERP system and the company's database to collect past and current transaction information, including transaction history and contract details.
[1285] Input: Company name text data
[1286] Output: Company transaction information
[1287] Step 4:
[1288] The server uses the news API to collect the latest news articles and official announcements about the company, in order to provide users with the latest topics about the company.
[1289] Input: Company name text data
[1290] Output: Latest company topics
[1291] Step 5:
[1292] The server collects organizational information from the open network, including the company's internal structure and organizational chart, and provides it to the user after analysis.
[1293] Input: Company name text data
[1294] Output: Company organizational information
[1295] Step 6:
[1296] The server analyzes business card information and related party data to generate a relationship map that visualizes the relationships between people both inside and outside the company.
[1297] Input: Person involved data
[1298] Output: Relation map
[1299] Step 7:
[1300] The server analyzes market trends and corporate needs and collects proposal potential information, which is used to more appropriately design proposal content.
[1301] Input: Company information, transaction information
[1302] Output: Proposed potential information
[1303] Step 8:
[1304] The server gains insights to identify and provide solutions to industry and company-specific challenges, thereby deepening customer understanding.
[1305] Input: Company information, transaction information, industry data
[1306] Output: Deeper customer understanding
[1307] Step 9:
[1308] The server collects and analyzes information about the company's IT and communication network configuration, and based on this information, proposes appropriate improvement plans.
[1309] Input: Corporate network data
[1310] Output: Network configuration analysis results
[1311] Step 10:
[1312] The server analyzes a company's voice communication infrastructure and provides suggestions for improving and streamlining voice communication.
[1313] Input: Corporate voice communication data
[1314] Output: Voice structure analysis results
[1315] Step 11:
[1316] Using the emotion engine, the server analyzes the user's voice tone and facial expression data to evaluate the user's emotional state, thereby understanding the user's emotional state.
[1317] Input: User's voice tone, facial expression data
[1318] Output: User's emotional state
[1319] Step 12:
[1320] The server dynamically adjusts the content of its suggestions based on the analyzed emotional state: positive suggestions are made in the case of a positive emotional state, and solutions are made in the case of a negative emotional state.
[1321] Input: User's emotional state, company information
[1322] Output: Adjusted proposal
[1323] Step 13:
[1324] The collected and analyzed information and tailored proposals are displayed in real time on the smart glasses, allowing users to refer to this information while conducting sales activities.
[1325] Input: Tailored proposal details, company information
[1326] Output: Information displayed on smart glasses
[1327] The specific processing unit 290 transmits the result of the specific processing to the smart glasses 214. In the smart glasses 214, the control unit 46A causes the speaker 240 to output the result of the specific processing. The microphone 238 acquires audio indicating a user input regarding the result of the specific processing. The control unit 46A transmits audio data indicating the user input acquired by the microphone 238 to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[1328] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (Internet Search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[1329] In the above embodiment, an example in which the specific processing is performed by the data processing device 12 has been given, but the technology of the present disclosure is not limited to this, and the specific processing may be performed by the smart glasses 214.
[1330] [Third embodiment]
[1331] FIG. 5 shows an example of the configuration of a data processing system 310 according to the third embodiment.
[1332] 5, the data processing system 310 includes the data processing device 12 and a headset terminal 314. An example of the data processing device 12 is a server.
[1333] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[1334] The headset type terminal 314 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication I / F 44, and a display 343. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The microphone 238, the speaker 240, the camera 42, and the display 343 are also connected to the bus 52.
[1335] The microphone 238 receives instructions and the like from the user 20 by receiving voice uttered by the user 20. The microphone 238 captures the voice uttered by the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio in accordance with instructions from the processor 46.
[1336] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the surroundings of user 20 (for example, an imaging range defined by an angle of view equivalent to the field of vision of a typical healthy person).
[1337] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 are responsible for the exchange of various information between the processor 46 and the processor 28 via the network 54. The exchange of various information between the processor 46 and the processor 28 using the communication I / Fs 44 and 26 is carried out in a secure state.
[1338] Fig. 6 shows an example of the main functions of the data processing device 12 and the headset type terminal 314. As shown in Fig. 6, in the data processing device 12, a specific process is performed by the processor 28. A specific process program 56 is stored in the storage 32.
[1339] The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[1340] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[1341] In the headset type terminal 314, a reception output process is performed by the processor 46. A reception output program 60 is stored in the storage 50. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[1342] Next, a description will be given of the identification process performed by the identification processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as the "server" and the headset type terminal 314 will be referred to as the "terminal."
[1343] The present invention is a system that realizes a series of processes from inputting a company name to automatically generating an account plan. Specific program processing and embodiments of this system will be described below.
[1344] Overall system overview
[1345] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. The generated account plans improve the efficiency of sales activities and enable quick access to the latest information.
[1346] Server Operation
[1347] Enter and receive company name
[1348] The server receives the company name from the user, either through a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[1349] Collecting company information
[1350] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[1351] Collection of transaction information
[1352] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[1353] Collection of the latest corporate topics
[1354] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[1355] Collecting organizational information
[1356] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[1357] Generating a Relationship Map
[1358] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1359] Collecting information on potential proposals
[1360] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[1361] Deepening customer understanding
[1362] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[1363] Network configuration analysis
[1364] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[1365] Analysis of speech composition
[1366] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[1367] Enumerating possible solutions
[1368] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[1369] Proposal and implementation plan creation
[1370] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[1371] Device behavior
[1372] View your account plan
[1373] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[1374] Specific examples
[1375] Example 1:
[1376] The user enters "Example Corp" into the web interface and presses the submit button.
[1377] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp."
[1378] The server generates an account plan based on this information and transmits the generated account plan to the terminal.
[1379] The device displays the account plan to the user and makes it available for download as a PDF.
[1380] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information.
[1381] The processing flow will be explained below.
[1382] Step 1:
[1383] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[1384] Step 2:
[1385] Check the company name received by the server. Validate that the company name has been entered correctly. This validation includes checking the length of the string and the type of characters used.
[1386] Step 3:
[1387] The server calls the API to retrieve company information from the company information database and official website, including basic company information, management information, and financial information.
[1388] Step 4:
[1389] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[1390] Step 5:
[1391] The server uses a news API to gather the latest news articles and official announcements about the company, including information from trusted news sites and company press releases.
[1392] Step 6:
[1393] The server collects data on the open network to obtain organizational information about the company, including its internal structure and organizational chart.
[1394] Step 7:
[1395] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1396] Step 8:
[1397] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[1398] Step 9:
[1399] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[1400] Step 10:
[1401] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[1402] Step 11:
[1403] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[1404] Step 12:
[1405] Based on the information collected by the server, it lists solutions and services that can be proposed to companies.
[1406] Step 13:
[1407] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[1408] Step 14:
[1409] The server sends the generated account plan to the device, which can then be downloaded in PDF format.
[1410] Step 15:
[1411] The device displays the received account plan on the user interface, allowing the user to review the account plan and download it if necessary.
[1412] Example 1
[1413] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[1414] The traditional process of gathering corporate information and creating account plans was highly manual, requiring time and effort. Information updates tended to be delayed, reducing the efficiency of sales activities. Furthermore, it was difficult to create proposals that accurately reflected the latest technology and market trends, making it difficult to provide optimal solutions to customers.
[1415] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[1416] In this invention, the server includes means for inputting a company name, means for collecting company information from a database or website, means for collecting transaction information from an internal system, means for collecting the latest company topics via an API, means for collecting organizational information from open data sources, means for analyzing stakeholder data and generating a relationship map, means for analyzing market trends and collecting proposal potential information, means for deepening customer understanding using natural language processing technology, means for analyzing network configuration using a network analysis tool, means for analyzing voice configuration using a voice analysis tool, means for listing proposable solutions based on the collected information, and means for creating specific proposal and implementation plans. This improves the efficiency of collecting company information and automatically generating account plans, enabling quick and effective proposals based on the latest information.
[1417] The "means for inputting a company name" is a means for providing an interface for a user to input a company name.
[1418] "Means of collecting corporate information from databases and websites" refers to means of obtaining basic information, management information, and financial information about a company from online databases and websites.
[1419] "Means of collecting transaction information from internal systems" refers to means of obtaining transaction history related to a company from an internal ERP system or database.
[1420] "Means of collecting the latest corporate topics via API" refers to a means of obtaining the latest news and topics related to a specific company using an API.
[1421] "Means for collecting organizational information from open data sources" refers to means for obtaining information about a company's internal structure and organizational chart from open data sources.
[1422] The "means for analyzing related party data and generating a relationship map" is a means for generating a relationship map that visually shows the relationships between people based on business card information and other related party data.
[1423] "Means of analyzing market trends and collecting proposal potential information" refers to means of analyzing corporate needs and market trends and evaluating the needs and suitability of solutions that can be proposed.
[1424] "Means of deepening customer understanding using natural language processing technology" refers to a means of using natural language processing technology to analyze customer needs and issues and gain a deeper understanding.
[1425] "Means for analyzing network configuration using a network analysis tool" refers to means for analyzing the configuration of a company's IT or communication network using a specific network analysis tool.
[1426] "Means for analyzing voice structure using a voice analysis tool" means means for evaluating and analyzing the efficiency of a company's voice communication infrastructure and systems using a voice analysis tool.
[1427] The "means for listing solutions that can be proposed based on collected information" refers to a means for listing solutions and services that can be proposed to a company based on collected information.
[1428] "Means for creating specific proposals and implementation plans" refers to means for creating specific proposals and implementation plans for companies.
[1429] A "generative AI model" is an artificial intelligence model that is trained to perform specific tasks based on data.
[1430] A "prompt sentence" is an input sentence that causes a generative AI model to generate a specific output.
[1431] MODE FOR CARRYING OUT THE INVENTION
[1432] The present invention is a system that realizes a series of processes from entering a company name to automatically generating an account plan. This system performs data processing and data calculations using the various hardware and software listed below.
[1433] Overall system overview
[1434] The system's main function is for users to input a company name, and then collect and analyze various information based on that information to automatically generate an account plan that includes specific proposals and implementation plans. The server collects and analyzes company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration, enabling efficient sales activities and quick access to the latest information.
[1435] Hardware and software used
[1436] server
[1437] Hardware: High-performance server (e.g., Dell PowerEdge series)
[1438] Software: Python, BeautifulSoup, Scrapy, SAP, Oracle, Google News API, Bing News Search API, LinkedIn API, Pandas, Scikit-learn, NLTK, SpaCy, Wireshark, Asterisk
[1439] Terminal
[1440] Hardware: General PCs, tablets, smartphones
[1441] Software: Web browser, dedicated application, FPDF
[1442] Specific examples of processing
[1443] User operations
[1444] The user enters the company name through a web interface or a dedicated application and presses the submit button. For example, the user enters "Example Corp."
[1445] Server Operations
[1446] After receiving the company name, the server collects the following information in order:
[1447] 1. Company Information: Use Python and BeautifulSoup to gather basic company information from websites.
[1448] 2. Transaction information: Connect to internal ERP systems (e.g., SAP, Oracle) to obtain transaction information.
[1449] 3. Latest company topics: Use the Google News API or Bing News Search API to get the latest news related to your company.
[1450] 4. Organizational information: Use LinkedIn's API to obtain company organizational information.
[1451] 5. Relationship map: Analyze relationships based on business card information and generate a relationship map.
[1452] 6. Proposal potential information: Analyze market trends using Pandas and Scikit-learn and collect proposal potential information.
[1453] 7. Deepen customer understanding: Use NLTK and SpaCy to analyze customer needs using natural language processing technology.
[1454] 8. Analyzing network configuration: Analyze network configuration using Wireshark.
[1455] 9. Voice Configuration Analysis: Analyze voice communications infrastructure using Asterisk.
[1456] 10. List possible solutions: List possible solutions based on the information collected.
[1457] 11. Proposal and implementation plan development: Develop a specific proposal and implementation plan.
[1458] Device operation
[1459] The terminal displays the generated account plan sent from the server on the user's interface, and the user can download the displayed account plan in PDF format.
[1460] Examples of prompt statements
[1461] "Generate an account plan based on the latest company information, transaction information, topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, and voice configuration for Example Corp."
[1462] As described above, this system collects and analyzes various information and automatically generates account plans that are useful for sales activities, thereby enabling efficient sales activities and quick access to the latest information.
[1463] The flow of the identification process in the first embodiment will be described with reference to FIG.
[1464] Step 1:
[1465] The user enters the company name. The user uses a web interface or a dedicated application to enter the company name and presses the submit button. For example, the user enters "Example Corp." This causes the company name to be sent to the server.
[1466] Step 2:
[1467] The server receives the company name. The server receives the company name sent by the user and prepares to proceed to the next processing step. Data processing is performed, storing the company name in a variable.
[1468] Step 3:
[1469] The server collects company information. Based on the company name, the server scrapes the company information database and official website. Using Python's BeautifulSoup, basic company information (e.g., address, phone number, and manager's name) is extracted. The input is the company name, and the output is the company's basic information.
[1470] Step 4:
[1471] The server collects transaction information. The server connects to an internal ERP system (e.g., SAP, Oracle) and retrieves transaction information related to a specified company through an API. The input is the company name and the output is the transaction history. This involves running SQL queries and API calls.
[1472] Step 5:
[1473] The server collects the latest company topics. The server uses the Google News API or Bing News Search API to obtain the latest news about the company. The input is the company name, and the output is a list of news articles. The API is used to obtain information in real time.
[1474] Step 6:
[1475] The server collects organizational information. The server uses LinkedIn's API and other open data sources to obtain organizational information about companies. For example, it extracts the internal structure and organizational chart of a company. The input is the company name, and the output is the organizational chart.
[1476] Step 7:
[1477] The server generates a relationship map. The server analyzes business card information and other stakeholder data to generate a visual relationship map. It draws a network graph to show the relationships. The input is stakeholder data and the output is a relationship map.
[1478] Step 8:
[1479] The server collects proposal potential information. The server uses data science tools (e.g., Pandas, Scikit-learn) to analyze market trends and evaluate the needs for proposing solutions. The input is market data, and the output is proposal potential information.
[1480] Step 9:
[1481] The server deepens customer understanding. The server uses natural language processing technology (e.g., NLTK, SpaCy) to analyze customer needs and issues and gain deep insights. The input is text data, and the output is the analysis results.
[1482] Step 10:
[1483] The server analyzes the network configuration. The server uses a specific network analysis tool (e.g., Wireshark) to analyze the configuration of a company's IT or communication network. The input is network data, and the output is the analysis results.
[1484] Step 11:
[1485] The server analyzes the voice structure. The server collects and analyzes information about the voice communication infrastructure and systems (e.g., Asterisk). The input is the voice data, and the output is the analysis result of the voice structure.
[1486] Step 12:
[1487] The server lists possible solutions. Based on all the collected information, the server lists the solutions and services that can be proposed to the company. The input is the collected company information, and the output is a list of solutions.
[1488] Step 13:
[1489] The server creates a proposal and implementation plan. The server creates a specific proposal and implementation plan, and builds the optimal proposal content. The input is proposal potential information and the results of customer understanding, and the output is a proposal and implementation plan.
[1490] Step 14:
[1491] The terminal displays the account plan. The terminal displays the generated account plan received from the server on the user interface. The user can download it in PDF format. The input is the account plan data from the server, and the output is the account plan that the user can view.
[1492] (Application example 1)
[1493] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[1494] In today's online shopping sites, it is important for warehouse workers to accurately grasp customer information and product inventory information in real time in order to carry out their work efficiently and improve customer satisfaction. However, with current systems, it takes time to collect and organize information, making it particularly difficult to quickly reflect special requirements and recommendations from customers. A new system that can solve this problem is needed.
[1495] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[1496] In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest company topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing network configuration, means for analyzing voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for displaying the generated account plan on a visual device, and means for displaying customer information and product inventory information in real time via the visual device. This enables warehouse workers to obtain the necessary information in real time and take appropriate action promptly.
[1497] A "means for inputting a company name" is a device or interface that allows a user to input a specific company name into the system.
[1498] The "means for collecting company information" refers to a device or system that collects basic information and detailed information about a company based on the input company name.
[1499] "Means for collecting transaction information" refers to devices or systems that collect past and current transaction history and transaction status related to the relevant company.
[1500] The "means for collecting the latest corporate topics" refers to a device or system that acquires the latest news and topics related to a company.
[1501] "Means for collecting organizational information" refers to devices or systems that collect information about the internal structure and organizational chart of a company.
[1502] A "means for generating a relationship map" is a device or system that creates a relationship map that visually shows the relationships between people inside and outside a company.
[1503] "Means for collecting proposal potential information" refers to devices or systems that collect information to understand corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[1504] "Means for deepening customer understanding" are devices and systems that collect and analyze information to identify issues related to an industry or specific company and provide solutions to those issues.
[1505] A "means for analyzing network configuration" is a device or system that collects and analyzes information about the configuration of a company's IT or communications network.
[1506] A "means for analyzing voice composition" is a device or system that collects and analyzes information about an enterprise's voice communications infrastructure and systems.
[1507] The "means for listing producible solutions" is a device or system that lists solutions and services that can be proposed to a company based on the collected information.
[1508] "Means for creating proposals and implementation plans" refers to devices or systems that create specific proposals and implementation plans for companies.
[1509] The "means for displaying the generated account plan on a visual device" refers to a device or system for displaying the generated account plan on a visual device such as smart glasses.
[1510] "Means for displaying customer information and product inventory information in real time via a visual device" refers to a device or system that displays customer information and product inventory information in real time via smart glasses or the like.
[1511] This system realizes a series of processes, from inputting company names to automatically generating account plans and displaying information on visual devices. This system allows warehouse workers to check customer information and product inventory information in real time, improving work efficiency and customer satisfaction.
[1512] Server Operation
[1513] Enter and receive company name
[1514] The server receives the company name from the user, either through a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[1515] Collecting company information
[1516] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[1517] Collection of transaction information
[1518] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[1519] Collection of the latest corporate topics
[1520] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[1521] Collecting organizational information
[1522] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[1523] Generating a Relationship Map
[1524] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1525] Collecting information on potential proposals
[1526] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[1527] Deepening customer understanding
[1528] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[1529] Network configuration analysis
[1530] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[1531] Analysis of speech composition
[1532] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[1533] Enumerating possible solutions
[1534] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[1535] Proposal and implementation plan creation
[1536] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[1537] Generate and view your account plan
[1538] Based on the collected information, the server generates an account plan and displays it on a visual device (e.g., smart glasses), allowing workers to effectively perform picking and packing tasks in the warehouse.
[1539] Device behavior
[1540] Operating visual devices
[1541] The visual device displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[1542] Specific examples
[1543] Example 1:
[1544] When a worker wears smart glasses and calls up a picking list with a voice command, the system displays the company's transaction history and suggested additional products. For example, if a specific product is being picked up and it is the subject of a promotion for a specific customer, that information will be displayed immediately, allowing the worker to use that information to provide special packaging or add a message.
[1545] Example prompt sentence:
[1546] Enter your company name: General company name
[1547] This will realize a system that allows warehouse workers to obtain the necessary information in real time and take prompt and appropriate action.
[1548] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[1549] Step 1:
[1550] Enter your company name
[1551] A user enters a company name into the system via a web interface or a dedicated application, and the entered company name is sent to the server.
[1552] Input: Company name from user
[1553] Output: Company name sent to server
[1554] Step 2:
[1555] Collecting company information
[1556] Based on the received company name, the server collects company information such as basic information, management information, and financial information from corporate information databases and official websites.
[1557] Input: Company Name
[1558] Output: Company information
[1559] Step 3:
[1560] Collection of transaction information
[1561] The server accesses the company's internal ERP system and databases to collect past and current transaction history related to the company in question.
[1562] Input: Company Name
[1563] Output: Transaction information
[1564] Step 4:
[1565] Collection of the latest corporate topics
[1566] The server uses APIs to gather the latest news articles and press releases about a company from reliable news sites and official announcements.
[1567] Input: Company Name
[1568] Output: Latest company topics
[1569] Step 5:
[1570] Collecting organizational information
[1571] The server collects data on the open network and obtains the company's internal structure and organizational chart.
[1572] Input: Company Name
[1573] Output: Organization information
[1574] Step 6:
[1575] Generating a Relationship Map
[1576] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1577] Input: Business card information, related party data
[1578] Output: Relation map
[1579] Step 7:
[1580] Collecting information on potential proposals
[1581] The server collects and analyzes corporate needs and market trends, and gathers information to evaluate the suitability of potential solutions.
[1582] Input: Company name, needs information, market trends
[1583] Output: Proposal potential information
[1584] Step 8:
[1585] Deepening customer understanding
[1586] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to the enterprise and providing solutions.
[1587] Input: Company information, industry information
[1588] Output: Customer Understanding
[1589] Step 9:
[1590] Network configuration analysis
[1591] The server collects and analyzes information about the configuration of a company's IT and communications network.
[1592] Input: Company name, network data
[1593] Output: Network configuration information
[1594] Step 10:
[1595] Analysis of speech composition
[1596] The server collects and analyzes information about the company's voice communications infrastructure and systems.
[1597] Input: Company name, voice communication data
[1598] Output: Audio composition information
[1599] Step 11:
[1600] Enumerating possible solutions
[1601] Based on the information collected so far, the server lists solutions and services that can be proposed to the company.
[1602] Input: Company information, transaction information, latest company topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration information, voice configuration information
[1603] Output: Possible solutions
[1604] Step 12:
[1605] Proposal and implementation plan creation
[1606] The server creates specific proposals and implementation plans for the company.
[1607] Input: Possible solutions
[1608] Output: Proposal and implementation plan
[1609] Step 13:
[1610] Generate and view your account plan
[1611] The server sends the generated account plan to a visual device (e.g., smart glasses) so that workers can view the information in real time.
[1612] Input: Proposal / Implementation Plan
[1613] Output: Account plan displayed on a visual device
[1614] Step 14:
[1615] Operating visual devices
[1616] The terminal (visual device) displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[1617] Input: Account plan displayed on a visual device
[1618] Output: Information that workers can view in real time
[1619] Furthermore, an emotion engine that estimates the user's emotion may be further combined. That is, the identification processing unit 290 may estimate the user's emotion using the emotion identification model 59, and perform identification processing using the user's emotion.
[1620] The present invention is a system that combines an emotion engine with a series of processes from entering a company name to automatically generating an account plan, and dynamically adjusts the content of proposals based on the user's emotions. Specific program processing and embodiments of this system are described below.
[1621] Overall system overview
[1622] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. Furthermore, an emotion engine is incorporated to dynamically adjust proposal content based on the user's emotions. The generated account plan improves sales efficiency and provides quick access to the latest information.
[1623] Server Operation
[1624] Enter and receive company name
[1625] The server receives the company name from the user, either through a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[1626] Collecting company information
[1627] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[1628] Collection of transaction information
[1629] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[1630] Collection of the latest corporate topics
[1631] The server uses the API to gather the latest news articles and official announcements about the company, including from reputable news sites and company press releases.
[1632] Collecting organizational information
[1633] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[1634] Generating a Relationship Map
[1635] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1636] Collecting information on potential proposals
[1637] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[1638] Deepening customer understanding
[1639] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[1640] Network configuration analysis
[1641] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[1642] Analysis of speech composition
[1643] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[1644] Enumerating possible solutions
[1645] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[1646] Proposal and implementation plan creation
[1647] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[1648] Emotion Engine Operation
[1649] Emotion Recognition and Collection
[1650] The server uses an emotion engine to analyze the user's input behavior and facial expressions to recognize the user's emotional state. This data is collected in real time.
[1651] Emotional Data Analysis
[1652] The server analyzes the collected emotional data and evaluates the user's emotional state, which is then used to adjust the suggestions.
[1653] Dynamically adjusting proposals
[1654] The server dynamically adjusts the content of suggestions based on the emotional data, for example, making proactive suggestions to users in a positive emotional state and problem-solving suggestions to users in a negative emotional state.
[1655] Device behavior
[1656] View your account plan
[1657] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[1658] Specific examples
[1659] Example 1:
[1660] The user enters "Example Corp" into the web interface and presses the submit button.
[1661] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp." In addition, the emotion engine collects user input behavior and facial expression data and recognizes their emotions.
[1662] The server generates an account plan based on this information and emotional data, and dynamically adjusts the proposal content based on the emotional data.
[1663] The generated account plan is sent to the device, where it is displayed to the user and made available for download as a PDF.
[1664] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information. It also enables proposals based on the user's emotions, leading to more effective communication.
[1665] The processing flow will be explained below.
[1666] Step 1:
[1667] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[1668] Step 2:
[1669] The server validates the received company name to ensure it was entered correctly. It checks that the company name is in the correct format.
[1670] Step 3:
[1671] The server calls the API to retrieve company information from the company information database and official website, including basic information, management information, and financial information of the company.
[1672] Step 4:
[1673] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[1674] Step 5:
[1675] The server uses the news API to gather the latest news articles and official announcements about the company, focusing on reliable news sites and company press releases.
[1676] Step 6:
[1677] The server collects data on the open network and obtains organizational information about the company, including its internal structure and organizational chart.
[1678] Step 7:
[1679] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1680] Step 8:
[1681] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[1682] Step 9:
[1683] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[1684] Step 10:
[1685] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[1686] Step 11:
[1687] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[1688] Step 12:
[1689] The server uses an emotion engine to collect user input behavior and facial expression data to recognize the user's emotions in real time. The emotion data is used to adjust the content of suggestions.
[1690] Step 13:
[1691] The server analyzes the collected emotional data and evaluates the user's emotional state. Based on the evaluation results, the content of the suggestions is dynamically adjusted.
[1692] Step 14:
[1693] The server generates an account plan and sends it to the device, with the proposals adjusted to suit the user's emotions.
[1694] Step 15:
[1695] The device displays the received account plan on the user's interface, allowing the user to review the account plan and download it in PDF format if necessary.
[1696] Example 2
[1697] Next, a description will be given of Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[1698] Conventional account plan generation systems require users to manually collect and integrate the company information and analysis results they require, which requires a great deal of time and effort. Furthermore, they make uniform proposals without considering the user's emotional state, limiting the effectiveness of the proposals. This creates a problem in that it is difficult to effectively conduct sales activities.
[1699] The identification process by the identification processing unit 290 of the data processing device 12 in the second embodiment is realized by the following means. In this invention, the server includes a means for inputting a company name, a means for collecting company information, a means for collecting transaction information, a means for collecting the latest company topics, a means for collecting organizational information, a means for generating a relationship map, a means for collecting proposal potential information, a means for deepening customer understanding, a means for analyzing a network configuration, a means for analyzing a voice configuration, a means for listing proposable solutions, a means for creating a proposal and implementation plan, a means for collecting emotion data, a means for analyzing the emotion data, a means for dynamically adjusting the proposal content, and a means for displaying the generated account plan on a user interface. This allows an account plan for corporate acquisition to be automatically generated, enabling more effective proposals based on the user's emotions.
[1700] "Means for inputting a company name" refers to a user interface for a user to input a specific company name and a function for transmitting that data to a server.
[1701] "Means for collecting company information" refers to programs or API connections for collecting basic company information (address, representative name, industry), management information (sales, number of employees), financial information (revenue, liabilities, capital), etc. based on a specified company name.
[1702] "Means for collecting transaction information" refers to the function of accessing the company's internal ERP system or database to collect past and present transaction information (order amount, delivery date, transaction products) related to a specific company.
[1703] "Means for collecting the latest corporate topics" refers to the function of collecting the latest news articles and official announcements about designated companies from reliable news sites and company press releases.
[1704] "Means of collecting organizational information" refers to programs and scraping methods for collecting information about a company's internal structure and organizational chart from publicly available information on the Internet.
[1705] "Means for generating a relationship map" refers to a function for analyzing business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[1706] "Means for collecting proposal potential information" refers to market analysis tools and competitive research tools used to collect and analyze corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[1707] "Means to deepen customer understanding" refers to the ability to identify issues related to an industry or specific company and collect and analyze relevant information to provide solutions.
[1708] "Means for analyzing network configuration" refers to the ability to collect information about a company's IT and communications networks and analyze the network topology and the hardware and software configurations used in order to propose appropriate solutions and improvements.
[1709] "Means for analyzing voice configuration" refers to the function of collecting and analyzing information about a company's voice communication infrastructure and systems to propose ways to improve and streamline voice communication.
[1710] "Means for listing possible solutions" refers to the function of listing solutions and services that can be proposed to a company based on collected information.
[1711] "Means for creating proposals and implementation plans" refers to the function of creating specific proposals and implementation plans (implementation steps, schedules, cost estimates) for companies.
[1712] "Means for collecting emotional data" refers to an emotional engine for collecting user input behavior and facial expression data in real time.
[1713] "Means for analyzing emotional data" refers to a function for analyzing collected emotional data and evaluating the emotional state of the user.
[1714] The "means for dynamically adjusting the content of suggestions" refers to a function for dynamically changing the content of suggestions based on emotion data and making suggestions according to the emotional state of the user.
[1715] "Means for displaying the generated account plan on a user interface" refers to a function that displays the account plan generated from the server on a user interface and allows the user to view and download it in PDF format.
[1716] The present invention is a system that dynamically adjusts the content of proposals based on a series of processes from entering a company name to automatically generating an account plan, and based on the user's emotions. Specific program processing and embodiments of this system are described below.
[1717] Overall system overview
[1718] This system allows users to input a company name and automatically generates corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, proposable solutions, and proposal / implementation plans. The system also incorporates an emotion engine, enabling it to dynamically adjust proposal content based on the user's emotions. The generated account plan improves sales efficiency and provides quick access to the latest information.
[1719] Server Operation
[1720] Enter and receive company name
[1721] Users enter the company name via a web interface or a dedicated application and send the data to the server, which receives it as an HTTP request and analyzes its contents.
[1722] Collecting company information
[1723] The server collects basic information, management information, financial information, etc. of the company from corporate information databases and official websites using API connections and web scraping technology.
[1724] Collection of transaction information
[1725] The server issues SQL queries to the company's ERP system or database to retrieve transaction information for the relevant company, including order amount, delivery date, and transaction product.
[1726] Collection of the latest corporate topics
[1727] The server uses news APIs and RSS feeds to gather the latest news articles and press releases about a given company, then parses the data and categorizes it into key topics.
[1728] Collecting organizational information
[1729] The server scrapes public information on the internet to collect data about companies' organizational charts and internal structures.
[1730] Generating a Relationship Map
[1731] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company, using graph databases and network analysis tools.
[1732] Collecting information on potential proposals
[1733] The server uses market analysis tools to gather information about the needs of specific companies and market trends, and evaluates the suitability of solutions that can be proposed.
[1734] Deepening customer understanding
[1735] The server collects and analyzes information to identify issues relevant to an industry or specific company, and uses this information to generate insights.
[1736] Network configuration analysis
[1737] The server collects and analyzes information about the company's IT and communication networks, using network monitoring tools and log analysis tools.
[1738] Analysis of speech composition
[1739] The server collects information about a company's voice communication infrastructure and proposes ways to improve and streamline voice communication.
[1740] Enumerating possible solutions
[1741] Based on the collected data, the server lists solutions and services that can be proposed to companies.
[1742] Proposal and implementation plan creation
[1743] The server creates a specific implementation plan and compiles the proposal into a document.
[1744] Emotion Engine Operation
[1745] Emotion Recognition and Collection
[1746] The server uses an emotion engine to collect the user's input behavior and facial expressions in real time, detecting input patterns from the camera and keyboard.
[1747] Emotional Data Analysis
[1748] The server analyzes the collected emotional data using a machine learning model to evaluate the user's emotional state.
[1749] Dynamically adjusting proposals
[1750] The server dynamically adjusts the content of suggestions based on the evaluation results of the emotion data. It provides proactive suggestions to users in a positive state and problem-solving suggestions to users in a negative state.
[1751] Device behavior
[1752] View your account plan
[1753] The terminal displays the account plan sent from the server in a user interface, and also provides the option to download it in PDF format if desired.
[1754] Specific examples
[1755] Example 1:
[1756] The user enters "Company A" into the web interface and presses the submit button.
[1757] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to company A.
[1758] The emotion engine collects user input behavior and facial expression data and recognizes their emotions.
[1759] The server generates an account plan based on this information and emotional data, and dynamically adjusts the proposals.
[1760] The device will display the generated account plan and make it available for download as a PDF.
[1761] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information. It also enables proposals based on the user's emotions, leading to more effective communication.
[1762] The flow of the identification process in the second embodiment will be described with reference to FIG.
[1763] Step 1:
[1764] Enter and receive company name
[1765] A user enters a company name into a web interface or dedicated application and clicks the submit button, which is sent to the server as an HTTP request.
[1766] Input: Company name entered by the user
[1767] Output: Company name data sent to the server as an HTTP request
[1768] What happens: A user enters a company name into the web interface and clicks the "Submit" button. The server receives this request and parses the input data.
[1769] Step 2:
[1770] Collecting company information
[1771] Based on the company name received by the server, the company's basic information, management information, financial information, etc. is collected from corporate information databases and official websites using API connections and web scraping technology.
[1772] Input: Company name
[1773] Output: Company basic information, management information, financial information
[1774] Specific operation: The server queries the database using the company name as a key and retrieves basic information, management information, and financial information for the relevant company.
[1775] Step 3:
[1776] Collection of transaction information
[1777] The server accesses the company's ERP system or database to collect transaction information related to the specified company, and uses SQL queries to extract past and current transaction history.
[1778] Input: Company name
[1779] Output: Transaction information of the target company
[1780] Specific operation: The server issues an SQL query based on the company name and extracts the relevant company's transaction information (order amount, delivery date, transaction product) from the ERP system.
[1781] Step 4:
[1782] Collection of the latest corporate topics
[1783] The server uses news APIs and RSS feeds to gather the latest news articles and press releases about the target company.
[1784] Input: Company name
[1785] Output: Latest news articles and press releases
[1786] Specific operation: The server sends a request to the news API using the company name as a key, analyzes the returned data, and classifies it into important topics.
[1787] Step 5:
[1788] Collecting organizational information
[1789] The server scrapes public information on the internet to collect data about companies' internal structures and organizational charts.
[1790] Input: Company name
[1791] Output: Organization chart and internal structure information
[1792] Specific operation: The server performs web scraping based on the company name and collects information on the company's organizational chart and executive positions.
[1793] Step 6:
[1794] Generating a Relationship Map
[1795] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company, using graph databases and network analysis tools.
[1796] Input: Company name, business card information, related party data
[1797] Output: Relation map
[1798] Specific operation: The server analyzes the business card information and creates and visualizes a graph database based on the job titles and departments of the people involved.
[1799] Step 7:
[1800] Collecting information on potential proposals
[1801] The server uses market analysis tools to gather information about the needs of companies and market trends, and evaluates the suitability of solutions that can be proposed.
[1802] Input: Company name
[1803] Output: Market trends, corporate needs, proposal potential information
[1804] Specific operation: The server searches for the company name in the market analysis tool and extracts solutions and services suitable for the proposal.
[1805] Step 8:
[1806] Deepening customer understanding
[1807] The server identifies industry or specific company-related challenges and collects and analyzes relevant information to provide solutions.
[1808] Input: Company-related information, industry information
[1809] Output: Customer specific problems and their solutions
[1810] Specific operation: The server analyzes industry reports and case studies of specific companies to extract issues and solutions.
[1811] Step 9:
[1812] Network configuration analysis
[1813] The server collects information about a company's IT and communications networks and analyzes their configuration to propose appropriate solutions.
[1814] Input: Company network information
[1815] Output: Analysis results of network configuration
[1816] Specific actions: Analyze data collected by the server using network monitoring tools to identify areas for improvement and applicable technologies.
[1817] Step 10:
[1818] Analysis of speech composition
[1819] The server collects information about a company's voice communication infrastructure and proposes ways to improve and streamline voice communication.
[1820] Input: Corporate voice communication information
[1821] Output: Analysis results of voice communication configuration
[1822] Specific operation: The server analyzes voice logs and communication data to identify areas where efficiency can be improved.
[1823] Step 11:
[1824] Enumerating possible solutions
[1825] Based on the information collected by the server, a list of solutions and services that can be proposed to companies is created.
[1826] Input: Company information, transaction information, latest company topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, voice configuration
[1827] Output: A list of possible solutions
[1828] Specific operation: The server consolidates various information and lists the most appropriate solutions and services.
[1829] Step 12:
[1830] Proposal and implementation plan creation
[1831] The server creates a specific implementation plan (implementation steps, schedule, cost estimate) and compiles the proposal into a document.
[1832] Input: A list of possible solutions
[1833] Output: Proposal and implementation plan document
[1834] Specific operation: The server details the implementation steps for each solution and estimates the execution schedule and costs.
[1835] Step 13:
[1836] Emotion Recognition and Collection
[1837] When a user inputs a company name, the server uses an emotion engine to collect the user's input behavior and facial expression data.
[1838] Input: User input behavior, facial expression data
[1839] Output: Collected emotion data
[1840] Specific operation: Analyzes input from the camera and keyboard and collects emotional data in real time.
[1841] Step 14:
[1842] Emotional Data Analysis
[1843] The server analyzes the collected emotional data and evaluates the user's emotional state.
[1844] Input: Emotion data
[1845] Output: User's emotional state evaluation result
[1846] How it works: The server uses machine learning models to analyze the emotional data and classify it into positive, negative, or neutral states.
[1847] Step 15:
[1848] Dynamically adjusting proposals
[1849] The server dynamically adjusts the content of the suggestions based on the evaluation results of the emotion data.
[1850] Input: Emotional state assessment result, list of possible solutions
[1851] Output: Dynamically adjusted suggestions
[1852] Specific operation: The server adjusts the suggestions according to the emotional state and selects the most appropriate suggestion.
[1853] Step 16:
[1854] View your account plan
[1855] The terminal displays the generated account plan in the user interface and makes it available for download in PDF format if necessary.
[1856] Input: Generated Account Plan
[1857] Output: Account plan displayed in the user interface
[1858] Specific behavior: The device receives account plan data from the server, displays it visually, and provides a PDF download button.
[1859] (Application example 2)
[1860] Next, a description will be given of Application Example 2. In the following description, the data processing device 12 will be referred to as a "server" and the headset type terminal 314 will be referred to as a "terminal."
[1861] While conventional sales support systems were capable of collecting and analyzing data such as company and transaction information, they lacked the ability to dynamically adjust proposal content based on the user's emotional state, limiting their effectiveness in sales activities. Furthermore, they lacked the means to display information in real time, making it difficult for field sales representatives to respond immediately. This made it difficult to maximize the efficiency and effectiveness of sales activities.
[1862] The specific processing by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means. In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest industry topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing a network configuration, means for analyzing a voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for analyzing an emotional state, means for dynamically adjusting proposal content based on the emotional state, and means for displaying information on the smart glasses. This enables sales representatives to dynamically make optimal proposals based on the user's emotional state, and by displaying information in real time, it is possible to maximize the effectiveness and efficiency of sales activities.
[1863] "Means for entering a business name" refers to an interface that allows a sales representative to enter a particular business name into the system using voice or text input.
[1864] "Means for collecting corporate information" refers to system elements for automatically obtaining basic corporate information and management information from external databases and official websites.
[1865] "Means for collecting transaction information" refers to the system elements that collect past and current transaction history with the company from internal or external databases.
[1866] "Means for collecting the latest industry topics" refers to a system element that obtains the latest news and trends related to the company from reliable news sites on the Internet and official announcements.
[1867] "Means for collecting organizational information" refers to system elements that collect information such as the internal structure and organizational chart of a company from open source data and internal databases.
[1868] "Means for generating relationship maps" refers to tools that analyze business card data and existing stakeholder data to visually show the relationships between people inside and outside a company.
[1869] "Means for collecting proposal potential information" refers to system elements that analyze corporate needs and market trends and collect information to make highly suitable proposals.
[1870] "Means for deepening customer understanding" refers to the system elements that collect and analyze the information needed to identify and provide solutions to challenges related to an industry or specific company.
[1871] "Means for analyzing network configuration" refers to system elements that collect information about a company's IT and communications networks and analyze it to propose appropriate solutions.
[1872] "Means for analyzing voice configuration" refers to system elements that are analyzed to collect information about a company's voice communication infrastructure and systems and to propose improvements and streamline voice communication.
[1873] "Means for listing possible solutions" refers to a system element that displays a list of solutions and services that can be provided to a company based on collected information.
[1874] "Means for creating proposals and implementation plans" refers to system elements that automatically create specific proposals and implementation plans for companies.
[1875] "Means for analyzing emotional state" refers to technical means for analyzing input data such as the user's tone of voice and facial expressions to assess the user's emotional state.
[1876] "Means for dynamically adjusting suggestions based on emotional state" refers to a system element that changes suggestions in real time in response to the analyzed emotional state of the user.
[1877] "Means for displaying information on smart glasses" refers to an interface for displaying company information and proposal details in real time on the smart glasses worn by sales representatives.
[1878] System Overview
[1879] This invention is a system that collects and analyzes company information, transaction information, the latest industry topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration based on the input of a company name, and generates proposal content. Furthermore, it uses an emotion engine to analyze the user's emotional state in real time and dynamically adjusts the proposal content. Furthermore, by displaying the generated information on smart glasses, sales representatives can respond immediately during face-to-face sales.
[1880] Hardware and Software Used
[1881] 1. Server
[1882] Cloud server (e.g. AWS, Google Cloud)
[1883] Database (e.g. MySQL, PostgreSQL)
[1884] API (e.g., news API, business information API)
[1885] Emotion engine (e.g. EmotionSDK)
[1886] 2. Terminal
[1887] Smart glasses (e.g. Microsoft HoloLens 2)
[1888] 3. Software
[1889] Voice recognition software (e.g., Google Speech-to-Text)
[1890] Facial expression recognition software (e.g. OpenCV)
[1891] Information collection and analysis programs (e.g., Python scripts)
[1892] Data processing and calculation
[1893] Server Operation
[1894] The server receives the user's input of the company name, collects and analyzes the necessary information from the company information database and news API, and the emotion engine analyzes the user's voice tone and facial expression data to adjust the suggestions.
[1895] 1. Enter and receive your company name
[1896] The server receives the company name via voice input or text input, for example, a sales representative may voice input "company name" through smart glasses.
[1897] 2. Collection of corporate information
[1898] The server retrieves basic information, management information, and financial information from company information databases and official websites.
[1899] 3. Collection of Transaction Information
[1900] Collect past and current transaction information from ERP systems and internal databases.
[1901] 4. Collecting the latest industry topics
[1902] The server uses an API to collect the latest news and official announcements about the company.
[1903] 5. Collection of organizational information
[1904] Analyze data on open networks to obtain organizational information about companies.
[1905] 6. Generating a Relationship Map
[1906] The server analyzes business card information and related party data and generates a relationship map.
[1907] 7. Collecting information on potential proposals
[1908] Collect and analyze market trends and corporate needs.
[1909] 8. Deepening customer understanding
[1910] Identify challenges relevant to your industry or specific company and gain insights to provide solutions.
[1911] 9. Network Configuration Analysis
[1912] Collect and analyze information on a company's IT and communications network configuration.
[1913] 10. Analysis of speech structure
[1914] We analyze a company's voice communications infrastructure and propose efficiency improvements.
[1915] 11. Emotional state analysis
[1916] An emotion engine is used to analyze the user's voice tone and facial expression data to assess their emotional state.
[1917] 12. Dynamically Adjusting Proposals
[1918] The server dynamically adjusts the suggestions based on the emotional state and generates optimal suggestions in real time.
[1919] 13. Display on smart glasses
[1920] The collected information and tailored suggestions are displayed in real time on the smart glasses' display.
[1921] Specific examples
[1922] For example, when a salesperson voice-inputs a "company name" into the smart glasses, the server will collect all necessary data about the specified company. It will then analyze the salesperson's tone of voice and facial expressions to dynamically adjust the proposal based on their emotional state. Finally, the tailored proposal and company information will be displayed on the smart glasses.
[1923] Input prompt example
[1924] Please say your company name: "Company name"
[1925] >>> Displaying company data on smart glasses... Sentiment analysis in progress... Proposal adjustment complete
[1926] The flow of the specific processing in the application example 2 will be described with reference to FIG.
[1927] Step 1:
[1928] The user speaks the company name into the smart glasses, which converts the speech to text using voice recognition software (such as Google Speech-to-Text). This voice input (company name) is sent to the system.
[1929] Input: Voice input of company name
[1930] Output: Company name text data
[1931] Step 2:
[1932] After receiving the text data of the company name, the server collects the company's basic information, management information, and financial information from the company information database and official website, and then makes an API call to obtain the required data.
[1933] Input: Company name text data
[1934] Output: Company basic information, management information, financial information
[1935] Step 3:
[1936] The server accesses the ERP system and the company's database to collect past and current transaction information, including transaction history and contract details.
[1937] Input: Company name text data
[1938] Output: Company transaction information
[1939] Step 4:
[1940] The server uses the news API to collect the latest news articles and official announcements about the company, in order to provide users with the latest topics about the company.
[1941] Input: Company name text data
[1942] Output: Latest company topics
[1943] Step 5:
[1944] The server collects organizational information from the open network, including the company's internal structure and organizational chart, and provides it to the user after analysis.
[1945] Input: Company name text data
[1946] Output: Company organizational information
[1947] Step 6:
[1948] The server analyzes business card information and related party data to generate a relationship map that visualizes the relationships between people both inside and outside the company.
[1949] Input: Person involved data
[1950] Output: Relation map
[1951] Step 7:
[1952] The server analyzes market trends and corporate needs and collects proposal potential information, which is used to more appropriately design proposal content.
[1953] Input: Company information, transaction information
[1954] Output: Proposed potential information
[1955] Step 8:
[1956] The server gains insights to identify and provide solutions to industry and company-specific challenges, thereby deepening customer understanding.
[1957] Input: Company information, transaction information, industry data
[1958] Output: Deeper customer understanding
[1959] Step 9:
[1960] The server collects and analyzes information about the company's IT and communication network configuration, and based on this information, proposes appropriate improvement plans.
[1961] Input: Corporate network data
[1962] Output: Network configuration analysis results
[1963] Step 10:
[1964] The server analyzes a company's voice communication infrastructure and provides suggestions for improving and streamlining voice communication.
[1965] Input: Corporate voice communication data
[1966] Output: Voice structure analysis results
[1967] Step 11:
[1968] Using the emotion engine, the server analyzes the user's voice tone and facial expression data to evaluate the user's emotional state, thereby understanding the user's emotional state.
[1969] Input: User's voice tone, facial expression data
[1970] Output: User's emotional state
[1971] Step 12:
[1972] The server dynamically adjusts the content of its suggestions based on the analyzed emotional state: positive suggestions are made in the case of a positive emotional state, and solutions are made in the case of a negative emotional state.
[1973] Input: User's emotional state, company information
[1974] Output: Adjusted proposal
[1975] Step 13:
[1976] The collected and analyzed information and tailored proposals are displayed in real time on the smart glasses, allowing users to refer to this information while conducting sales activities.
[1977] Input: Tailored proposal details, company information
[1978] Output: Information displayed on smart glasses
[1979] The specific processing unit 290 transmits the result of the specific processing to the headset type terminal 314. In the headset type terminal 314, the control unit 46A causes the speaker 240 and the display 343 to output the result of the specific processing. The microphone 238 acquires audio indicating a user input regarding the result of the specific processing. The control unit 46A transmits audio data indicating the user input acquired by the microphone 238 to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.
[1980] The data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of the data generation model 58 is ChatGPT (Internet Search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search <url: https: gemini.google.com ?hl="ja">) and other generation AIs. The data generation model 58 is obtained by performing deep learning on a neural network. A prompt including an instruction is input to the data generation model 58, and inference data such as voice data indicating voice, text data indicating text, and image data indicating an image is also input. The data generation model 58 performs inference on the input inference data in accordance with the instruction indicated by the prompt, and outputs the inference result in a data format such as voice data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.
[1981] In the above embodiment, an example was given in which the specific processing is performed by the data processing device 12, but the technology of the present disclosure is not limited to this, and the specific processing may be performed by the headset type terminal 314.
[1982] [Fourth embodiment]
[1983] FIG. 7 shows an example of the configuration of a data processing system 410 according to the fourth embodiment.
[1984] 7, a data processing system 410 includes a data processing device 12 and a robot 414. An example of the data processing device 12 is a server.
[1985] The data processing device 12 includes a computer 22, a database 24, and a communication I / F 26. The computer 22 is an example of a "computer" according to the technology of the present disclosure. The computer 22 includes a processor 28, a RAM 30, and a storage 32. The processor 28, the RAM 30, and the storage 32 are connected to a bus 34. The database 24 and the communication I / F 26 are also connected to the bus 34. The communication I / F 26 is connected to a network 54. Examples of the network 54 include a WAN (Wide Area Network) and / or a LAN (Local Area Network).
[1986] The robot 414 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication I / F 44, and a control target 443. The computer 36 includes a processor 46, a RAM 48, and a storage 50. The processor 46, the RAM 48, and the storage 50 are connected to a bus 52. The microphone 238, the speaker 240, the camera 42, and the control target 443 are also connected to the bus 52.
[1987] The microphone 238 receives instructions and the like from the user 20 by receiving voice uttered by the user 20. The microphone 238 captures the voice uttered by the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio in accordance with instructions from the processor 46.
[1988] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an imaging element such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the surroundings of user 20 (for example, an imaging range defined by an angle of view equivalent to the field of vision of a typical healthy person).
[1989] The communication I / F 44 is connected to a network 54. The communication I / Fs 44 and 26 are responsible for the exchange of various information between the processor 46 and the processor 28 via the network 54. The exchange of various information between the processor 46 and the processor 28 using the communication I / Fs 44 and 26 is carried out in a secure state.
[1990] The control object 443 includes a display device, LEDs in the eyes, and motors for driving the arms, hands, and feet. The posture and gestures of the robot 414 are controlled by controlling the motors of the arms, hands, and feet. Some of the emotions of the robot 414 can be expressed by controlling these motors. In addition, the facial expressions of the robot 414 can also be expressed by controlling the light emission state of the LEDs in the eyes of the robot 414.
[1991] Fig. 8 shows an example of the main functions of the data processing device 12 and the robot 414. As shown in Fig. 8, in the data processing device 12, a specific process is performed by the processor 28. A specific process program 56 is stored in the storage 32.
[1992] The specific processing program 56 is an example of a "program" according to the technology of the present disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.
[1993] The storage 32 stores a data generation model 58 and an emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.
[1994] In the robot 414, the processor 46 performs the reception output process. A reception output program 60 is stored in the storage 50. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output process is realized by the processor 46 operating as the control unit 46A in accordance with the reception output program 60 executed on the RAM 48.
[1995] Next, a description will be given of the specific processing performed by the specific processing unit 290 of the data processing device 12. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[1996] The present invention is a system that realizes a series of processes from inputting a company name to automatically generating an account plan. Specific program processing and embodiments of this system will be described below.
[1997] Overall system overview
[1998] The system's main function is to accept input of a company name and automatically generate corresponding company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, voice configuration, a list of possible solutions, and proposal and implementation plans. The generated account plans improve the efficiency of sales activities and enable quick access to the latest information.
[1999] Server Operation
[2000] Enter and receive company name
[2001] The server receives the company name from the user, either via a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[2002] Collecting company information
[2003] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[2004] Collection of transaction information
[2005] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[2006] Collection of the latest corporate topics
[2007] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[2008] Collecting organizational information
[2009] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[2010] Generating a Relationship Map
[2011] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[2012] Collecting information on potential proposals
[2013] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[2014] Deepening customer understanding
[2015] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[2016] Network configuration analysis
[2017] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[2018] Analysis of speech composition
[2019] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[2020] Enumerating possible solutions
[2021] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[2022] Proposal and implementation plan creation
[2023] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[2024] Device behavior
[2025] View your account plan
[2026] The terminal displays the generated account plan received from the server on the user interface, and makes it available for download in PDF format for easy use by the user.
[2027] Specific examples
[2028] Example 1:
[2029] The user enters "Example Corp" into the web interface and presses the submit button.
[2030] The server collects company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration related to "Example Corp."
[2031] The server generates an account plan based on this information and transmits the generated account plan to the terminal.
[2032] The device displays the account plan to the user and makes it available for download as a PDF.
[2033] This system automatically generates account plans for corporate acquisition, enabling efficient use of sales resources and quick access to the latest information.
[2034] The processing flow will be explained below.
[2035] Step 1:
[2036] The user enters the company name through a web interface or a dedicated application. Once the company name is entered, the user presses the submit button to send the data to the server.
[2037] Step 2:
[2038] Check the company name received by the server. Validate that the company name has been entered correctly. This validation includes checking the length of the string and the type of characters used.
[2039] Step 3:
[2040] The server calls the API to retrieve company information from the company information database and official website, including basic company information, management information, and financial information.
[2041] Step 4:
[2042] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[2043] Step 5:
[2044] The server uses a news API to gather the latest news articles and official announcements about the company, including information from trusted news sites and company press releases.
[2045] Step 6:
[2046] The server collects data on the open network to obtain organizational information about the company, including its internal structure and organizational chart.
[2047] Step 7:
[2048] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[2049] Step 8:
[2050] Collect and analyze corporate needs and market trends to assess the needs and suitability of solutions that the server can propose.
[2051] Step 9:
[2052] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to an industry or specific company and to provide solutions.
[2053] Step 10:
[2054] The server collects and analyzes information about the configuration of a company's IT and communications networks, allowing it to propose appropriate solutions and improvements.
[2055] Step 11:
[2056] The server collects and analyzes information about a company's voice communication infrastructure and systems, which allows it to propose improvements and streamline voice communication.
[2057] Step 12:
[2058] Based on the information collected by the server, it lists solutions and services that can be proposed to companies.
[2059] Step 13:
[2060] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[2061] Step 14:
[2062] The server sends the generated account plan to the device, which can then be downloaded in PDF format.
[2063] Step 15:
[2064] The device displays the received account plan on the user interface, allowing the user to review the account plan and download it if necessary.
[2065] Example 1
[2066] Next, a description will be given of Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[2067] The traditional process of gathering corporate information and creating account plans was highly manual, requiring time and effort. Information updates tended to be delayed, reducing the efficiency of sales activities. Furthermore, it was difficult to create proposals that accurately reflected the latest technology and market trends, making it difficult to provide optimal solutions to customers.
[2068] The specific processing by the specific processing unit 290 of the data processing device 12 in the first embodiment is realized by the following means.
[2069] In this invention, the server includes means for inputting a company name, means for collecting company information from a database or website, means for collecting transaction information from an internal system, means for collecting the latest company topics via an API, means for collecting organizational information from open data sources, means for analyzing stakeholder data and generating a relationship map, means for analyzing market trends and collecting proposal potential information, means for deepening customer understanding using natural language processing technology, means for analyzing network configuration using a network analysis tool, means for analyzing voice configuration using a voice analysis tool, means for listing proposable solutions based on the collected information, and means for creating specific proposal and implementation plans. This improves the efficiency of collecting company information and automatically generating account plans, enabling quick and effective proposals based on the latest information.
[2070] The "means for inputting a company name" is a means for providing an interface for a user to input a company name.
[2071] "Means of collecting corporate information from databases and websites" refers to means of obtaining basic information, management information, and financial information about a company from online databases and websites.
[2072] "Means of collecting transaction information from internal systems" refers to means of obtaining transaction history related to a company from an internal ERP system or database.
[2073] "Means of collecting the latest corporate topics via API" refers to a means of obtaining the latest news and topics related to a specific company using an API.
[2074] "Means for collecting organizational information from open data sources" refers to means for obtaining information about a company's internal structure and organizational chart from open data sources.
[2075] The "means for analyzing related party data and generating a relationship map" is a means for generating a relationship map that visually shows the relationships between people based on business card information and other related party data.
[2076] "Means of analyzing market trends and collecting proposal potential information" refers to means of analyzing corporate needs and market trends and evaluating the needs and suitability of solutions that can be proposed.
[2077] "Means of deepening customer understanding using natural language processing technology" refers to a means of using natural language processing technology to analyze customer needs and issues and gain a deeper understanding.
[2078] "Means for analyzing network configuration using a network analysis tool" refers to means for analyzing the configuration of a company's IT or communications network using a specific network analysis tool.
[2079] "Means for analyzing speech structures using speech analysis tools" means means for evaluating and analyzing the efficiency of a company's voice communication infrastructure and systems using speech analysis tools.
[2080] The "means for listing solutions that can be proposed based on collected information" refers to a means for listing solutions and services that can be proposed to a company based on collected information.
[2081] "Means for creating specific proposals and implementation plans" refers to means for creating specific proposals and implementation plans for companies.
[2082] A "generative AI model" is an artificial intelligence model that is trained to perform specific tasks based on data.
[2083] A "prompt sentence" is an input sentence that causes a generative AI model to generate a specific output.
[2084] MODE FOR CARRYING OUT THE INVENTION
[2085] The present invention is a system that realizes a series of processes from entering a company name to automatically generating an account plan. This system performs data processing and data calculations using the various hardware and software listed below.
[2086] Overall system overview
[2087] The system's main function is for users to input a company name, and then collect and analyze various information based on that information to automatically generate an account plan that includes specific proposals and implementation plans. The server collects and analyzes company information, transaction information, the latest company topics, organizational information, relationship maps, proposal potential information, customer understanding, network configuration, and voice configuration, enabling efficient sales activities and quick access to the latest information.
[2088] Hardware and software used
[2089] server
[2090] Hardware: High-performance server (e.g., Dell PowerEdge series)
[2091] Software: Python, BeautifulSoup, Scrapy, SAP, Oracle, Google News API, Bing News Search API, LinkedIn API, Pandas, Scikit-learn, NLTK, SpaCy, Wireshark, Asterisk
[2092] Terminal
[2093] Hardware: General PCs, tablets, smartphones
[2094] Software: Web browser, dedicated application, FPDF
[2095] Specific examples of processing
[2096] User operations
[2097] The user enters the company name through a web interface or a dedicated application and presses the submit button. For example, the user enters "Example Corp."
[2098] Server Operations
[2099] After receiving the company name, the server collects the following information in order:
[2100] 1. Company Information: Use Python and BeautifulSoup to gather basic company information from websites.
[2101] 2. Transaction information: Connect to internal ERP systems (e.g., SAP, Oracle) to obtain transaction information.
[2102] 3. Latest company topics: Use the Google News API or Bing News Search API to get the latest news related to your company.
[2103] 4. Organizational information: Use LinkedIn's API to obtain company organizational information.
[2104] 5. Relationship map: Analyze relationships based on business card information and generate a relationship map.
[2105] 6. Proposal potential information: Analyze market trends using Pandas and Scikit-learn and collect proposal potential information.
[2106] 7. Deepen customer understanding: Use NLTK and SpaCy to analyze customer needs using natural language processing technology.
[2107] 8. Analyzing network configuration: Analyze network configuration using Wireshark.
[2108] 9. Voice Configuration Analysis: Analyze voice communications infrastructure using Asterisk.
[2109] 10. List possible solutions: List possible solutions based on the information collected.
[2110] 11. Proposal and implementation plan development: Develop a specific proposal and implementation plan.
[2111] Device operation
[2112] The terminal displays the generated account plan sent from the server on the user's interface, and the user can download the displayed account plan in PDF format.
[2113] Examples of prompt statements
[2114] "Generate an account plan based on the latest company information, transaction information, topics, organizational information, relationship map, proposal potential information, customer understanding, network configuration, and voice configuration for Example Corp."
[2115] As described above, this system collects and analyzes various information and automatically generates account plans that are useful for sales activities, thereby enabling efficient sales activities and quick access to the latest information.
[2116] The flow of the identification process in the first embodiment will be described with reference to FIG.
[2117] Step 1:
[2118] The user enters the company name. The user uses a web interface or a dedicated application to enter the company name and presses the submit button. For example, the user enters "Example Corp." This causes the company name to be sent to the server.
[2119] Step 2:
[2120] The server receives the company name. The server receives the company name sent by the user and prepares to proceed to the next processing step. Data processing is performed, storing the company name in a variable.
[2121] Step 3:
[2122] The server collects company information. Based on the company name, the server scrapes the company information database and official website. Using Python's BeautifulSoup, basic company information (e.g., address, phone number, and manager's name) is extracted. The input is the company name, and the output is the company's basic information.
[2123] Step 4:
[2124] The server collects transaction information. The server connects to an internal ERP system (e.g., SAP, Oracle) and retrieves transaction information related to a specified company through an API. The input is the company name and the output is the transaction history. This involves running SQL queries and API calls.
[2125] Step 5:
[2126] The server collects the latest company topics. The server uses the Google News API or Bing News Search API to obtain the latest news about the company. The input is the company name, and the output is a list of news articles. The API is used to obtain information in real time.
[2127] Step 6:
[2128] The server collects organizational information. The server uses LinkedIn's API and other open data sources to obtain organizational information about companies. For example, it extracts the internal structure and organizational chart of a company. The input is the company name, and the output is the organizational chart.
[2129] Step 7:
[2130] The server generates a relationship map. The server analyzes business card information and other stakeholder data to generate a visual relationship map. It draws a network graph to show the relationships. The input is stakeholder data and the output is a relationship map.
[2131] Step 8:
[2132] The server collects proposal potential information. The server uses data science tools (e.g., Pandas, Scikit-learn) to analyze market trends and evaluate the needs for proposing solutions. The input is market data, and the output is proposal potential information.
[2133] Step 9:
[2134] The server deepens customer understanding. The server uses natural language processing technology (e.g., NLTK, SpaCy) to analyze customer needs and issues and gain deep insights. The input is text data, and the output is the analysis results.
[2135] Step 10:
[2136] The server analyzes the network configuration. The server uses a specific network analysis tool (e.g., Wireshark) to analyze the configuration of a company's IT or communication network. The input is network data, and the output is the analysis results.
[2137] Step 11:
[2138] The server analyzes the voice structure. The server collects and analyzes information about the voice communication infrastructure and systems (e.g., Asterisk). The input is the voice data, and the output is the analysis result of the voice structure.
[2139] Step 12:
[2140] The server lists possible solutions. Based on all the collected information, the server lists the solutions and services that can be proposed to the company. The input is the collected company information, and the output is a list of solutions.
[2141] Step 13:
[2142] The server creates a proposal and implementation plan. The server creates a specific proposal and implementation plan, and builds the optimal proposal content. The input is proposal potential information and the results of customer understanding, and the output is a proposal and implementation plan.
[2143] Step 14:
[2144] The terminal displays the account plan. The terminal displays the generated account plan received from the server on the user interface. The user can download it in PDF format. The input is the account plan data from the server, and the output is the account plan that the user can view.
[2145] (Application example 1)
[2146] Next, a description will be given of Application Example 1. In the following description, the data processing device 12 will be referred to as a "server" and the robot 414 will be referred to as a "terminal."
[2147] In today's online shopping sites, it is important for warehouse workers to accurately grasp customer information and product inventory information in real time in order to carry out their work efficiently and improve customer satisfaction. However, with current systems, it takes time to collect and organize information, making it particularly difficult to quickly reflect special requirements and recommendations from customers. A new system that can solve this problem is needed.
[2148] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 1 is realized by the following means.
[2149] In this invention, the server includes means for inputting a company name, means for collecting company information, means for collecting transaction information, means for collecting the latest company topics, means for collecting organizational information, means for generating a relationship map, means for collecting proposal potential information, means for deepening customer understanding, means for analyzing network configuration, means for analyzing voice configuration, means for listing proposable solutions, means for creating a proposal and implementation plan, means for displaying the generated account plan on a visual device, and means for displaying customer information and product inventory information in real time via the visual device. This enables warehouse workers to obtain the necessary information in real time and take appropriate action promptly.
[2150] A "means for inputting a company name" is a device or interface that allows a user to input a specific company name into the system.
[2151] The "means for collecting company information" refers to a device or system that collects basic information and detailed information about a company based on the input company name.
[2152] "Means for collecting transaction information" refers to devices or systems that collect past and current transaction history and transaction status related to the relevant company.
[2153] The "means for collecting the latest corporate topics" refers to a device or system that acquires the latest news and topics related to a company.
[2154] "Means for collecting organizational information" refers to devices or systems that collect information about the internal structure and organizational chart of a company.
[2155] A "means for generating a relationship map" is a device or system that creates a relationship map that visually shows the relationships between people inside and outside a company.
[2156] "Means for collecting proposal potential information" refers to devices or systems that collect information to understand corporate needs and market trends and evaluate the suitability of solutions that can be proposed.
[2157] "Means for deepening customer understanding" are devices and systems that collect and analyze information to identify issues related to an industry or specific company and provide solutions to those issues.
[2158] A "means for analyzing network configuration" is a device or system that collects and analyzes information about the configuration of a company's IT or communications network.
[2159] A "means for analyzing voice composition" is a device or system that collects and analyzes information about an enterprise's voice communications infrastructure and systems.
[2160] The "means for listing producible solutions" is a device or system that lists solutions and services that can be proposed to a company based on the collected information.
[2161] "Means for creating proposals and implementation plans" refers to devices or systems that create specific proposals and implementation plans for companies.
[2162] The "means for displaying the generated account plan on a visual device" refers to a device or system for displaying the generated account plan on a visual device such as smart glasses.
[2163] "Means for displaying customer information and product inventory information in real time via a visual device" refers to a device or system that displays customer information and product inventory information in real time via smart glasses or the like.
[2164] This system realizes a series of processes, from inputting company names to automatically generating account plans and displaying information on visual devices. This system allows warehouse workers to check customer information and product inventory information in real time, improving work efficiency and customer satisfaction.
[2165] Server Operation
[2166] Enter and receive company name
[2167] The server receives the company name from the user, either through a web interface or a dedicated application. The user enters the company name and the submitted data is sent to the server.
[2168] Collecting company information
[2169] Based on the company name, the server retrieves company information from the company information database and official website, including basic information, business information, financial information, etc.
[2170] Collection of transaction information
[2171] The server accesses the company's internal ERP system and databases to collect transaction information related to the company, including past and current transaction history.
[2172] Collection of the latest corporate topics
[2173] The server uses an API to gather the latest company topics from reliable news sites and official announcements, including news articles and press releases about the company.
[2174] Collecting organizational information
[2175] The server collects data on the open network to obtain organizational information about the company, such as its internal structure and organizational chart.
[2176] Generating a Relationship Map
[2177] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[2178] Collecting information on potential proposals
[2179] The server collects and analyzes corporate needs and market trends to assess the needs and suitability of potential solutions.
[2180] Deepening customer understanding
[2181] The server collects and analyzes relevant information to identify challenges relevant to an industry or specific company and gain insights to provide solutions.
[2182] Network configuration analysis
[2183] The server collects and analyzes information about the configuration of a company's IT and communications network, which allows it to propose appropriate solutions and improvements.
[2184] Analysis of speech composition
[2185] The server collects and analyzes information about a company's voice communications infrastructure and systems, which allows it to propose improvements and streamline voice communications.
[2186] Enumerating possible solutions
[2187] Based on the collected information, the server lists solutions and services that can be proposed to the company.
[2188] Proposal and implementation plan creation
[2189] The server creates specific proposals and implementation plans for companies, which allows sales activities to proceed more efficiently.
[2190] Generate and view your account plan
[2191] Based on the collected information, the server generates an account plan and displays it on a visual device (e.g., smart glasses), allowing workers to effectively perform picking and packing tasks in the warehouse.
[2192] Device behavior
[2193] Operating visual devices
[2194] The visual device displays the account plan received from the server to the worker in real time, allowing the worker to check customer information and product inventory information and take appropriate action quickly.
[2195] Specific examples
[2196] Example 1:
[2197] When a worker wears smart glasses and calls up a picking list with a voice command, the system displays the company's transaction history and suggested additional products. For example, if a specific product is being picked up and it is the subject of a promotion for a specific customer, that information will be displayed immediately, allowing the worker to use that information to provide special packaging or add a message.
[2198] Example prompt sentence:
[2199] Enter your company name: General company name
[2200] This will realize a system that allows warehouse workers to obtain the necessary information in real time and take prompt and appropriate action.
[2201] The flow of the specific processing in the application example 1 will be described with reference to FIG.
[2202] Step 1:
[2203] Enter your company name
[2204] A user enters a company name into the system via a web interface or a dedicated application, and the entered company name is sent to the server.
[2205] Input: Company name from user
[2206] Output: Company name sent to server
[2207] Step 2:
[2208] Collecting company information
[2209] Based on the received company name, the server collects company information such as basic information, management information, and financial information from corporate information databases and official websites.
[2210] Input: Company Name
[2211] Output: Company information
[2212] Step 3:
[2213] Collection of transaction information
[2214] The server accesses the company's internal ERP system and databases to collect past and current transaction history related to the company in question.
[2215] Input: Company Name
[2216] Output: Transaction information
[2217] Step 4:
[2218] Collection of the latest corporate topics
[2219] The server uses APIs to gather the latest news articles and press releases about a company from reliable news sites and official announcements.
[2220] Input: Company Name
[2221] Output: Latest company topics
[2222] Step 5:
[2223] Collecting organizational information
[2224] The server collects data on the open network and obtains the company's internal structure and organizational chart.
[2225] Input: Company Name
[2226] Output: Organization information
[2227] Step 6:
[2228] Generating a Relationship Map
[2229] The server analyzes business card information and other stakeholder data to generate a relationship map that visually shows the relationships between people inside and outside the company.
[2230] Input: Business card information, related party data
[2231] Output: Relation map
[2232] Step 7:
[2233] Collecting information on potential proposals
[2234] The server collects and analyzes corporate needs and market trends, and gathers information to evaluate the suitability of potential solutions.
[2235] Input: Company name, needs information, market trends
[2236] Output: Proposal potential information
[2237] Step 8:
[2238] Deepening customer understanding
[2239] The server collects and analyzes relevant information to gain insights into identifying challenges relevant to the enterprise and providing solutions.
[2240] Input: Company information, industry information
[2241] Output: Customer Understanding
[2242] Step 9:
[2243] Network configuration analysis
[2244] The server collects and analyzes information about the configuration of a company's IT and communications network.
[2245] Input: Company name, network data
[2246] Output: Network configuration information
[2247] Step 10:
[2248] Analysis of speech composition
[2249] The server coll...
Claims
1. A means for entering the company name; A means of collecting company information; a means of collecting transaction information; A means of collecting the latest corporate topics, a means for collecting organizational information; means for generating a relationship map; A means for collecting proposal potential information; A way to deepen customer understanding, a means for analyzing a network configuration; means for analyzing speech composition; A means for enumerating possible solutions; A means of creating a proposal and implementation plan; A system including:
2. 2. The system according to claim 1, further comprising means for automatically generating an account plan based on company information, transaction information, the latest company topics, and organizational information.
3. The system of claim 1 , further comprising means for displaying the generated account plan on a user interface.
Citation Information
Patent Citations
Persona chatbot control method and system
JP2022180282A