System

Abstract

A system is provided.SOLUTION: A system comprising: means for uploading budget and performance materials from a terminal; means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs; means for generating an initial draft business plan based on the analysis results; means for inputting business objectives and specific requirements from a terminal; means for analyzing the input information and regenerating a business plan; and means for presenting a final business plan.SELECTED DRAWING: Figure 1

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] Currently, many companies expend a great deal of effort on management accounting and business management, such as creating annual budgets, checking monthly forecasts and actuals, and reviewing gaps and actions when budgets are not met. Furthermore, these tasks are often performed based on individual skills and the organization's local rules, creating problems with planning accuracy. Furthermore, analyzing data and creating business plans takes a lot of time, making it difficult to make quick decisions. These issues need to be addressed simultaneously. [Means for solving the problem]

[0005] The present invention provides a means for uploading budget and performance documents from a terminal and analyzing those documents. It also has a means for automatically generating an initial business plan based on the analysis results, and a means for inputting the user's business goals and specific requirements. By providing a means for regenerating the business plan based on the input information and presenting the final plan to the user, it reduces a great deal of effort and improves planning accuracy. It also provides a means for evaluating risk factors based on the analyzed data and collecting competitive information to incorporate into the plan, thereby supporting the creation of comprehensive and detailed business plans. This enables companies to make strategic decisions quickly and reliably.

[0006] A "terminal" is an information processing device such as a computer or mobile device operated by a user.

[0007] "Uploading" is the process of sending data or materials from a device to a server.

[0008] "Materials" are documents containing data on budgets and performance, provided in formats such as PowerPoint or Excel files.

[0009] "Analysis" is the process of understanding the content of the uploaded material and extracting information such as text, numbers, and graphs.

[0010] "Data" refers to information such as text, numbers, and graphs extracted from documents.

[0011] A "business plan" is a strategic plan that includes a company's budget plan, gap analysis, risk assessment, competitive information, etc.

[0012] A "draft" is a provisional version of a business plan that is initially generated based on the analysis results.

[0013] An "objective" is a business goal that a company is trying to achieve.

[0014] A "request" is when a user inputs a specific condition or request to the system.

[0015] "Simulation" is the process of setting hypothetical conditions and trial and erroring a business plan.

[0016] "Risk factors" are factors that may hinder the execution of a business plan.

[0017] "Competitive information" refers to information regarding competitors' market shares, activities, technological trends, etc.

[0018] "Choices" are multiple scenarios or plan proposals from which the user can select the most suitable business plan. [Brief explanation of the drawings]

[0019] [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

[0020] 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.

[0021] First, the terms used in the following description will be explained.

[0022] 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).

[0023] 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.

[0024] 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.

[0025] 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.

[0026] 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."

[0027] [First embodiment]

[0028] FIG. 1 shows an example of the configuration of a data processing system 10 according to the first embodiment.

[0029] 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.

[0030] 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).

[0031] 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.

[0032] 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.

[0033] 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.

[0034] 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.

[0035] FIG. 2 shows an example of the main functions of the data processing device 12 and the smart device 14.

[0036] 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.

[0037] 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.

[0038] 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.

[0039] 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."

[0040] 1. System Overview

[0041] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates a business plan based on that analysis.

[0042] 2. System Configuration

[0043] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[0044] 3. Uploading materials

[0045] User:

[0046] 1. Access the system from your PC or mobile device and log in.

[0047] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[0048] 3. Confirm that the materials have been uploaded.

[0049] 4. Analysis of the data

[0050] server:

[0051] 1. Analyze the data received from the device.

[0052] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[0053] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[0054] 5. Initial generation of business plan

[0055] server:

[0056] 1. Automatically generate an initial draft business plan based on the analysis results.

[0057] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[0058] 3. Compare past performance with target data.

[0059] 6. Reflecting user input

[0060] User:

[0061] 1. Check the initial generated business plan draft on your device.

[0062] 2. Enter business goals and specific requirements into the system in natural language.

[0063] 3. Instruct the system on corrections and additions.

[0064] server:

[0065] 1. Parse and understand user input.

[0066] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0067] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[0068] 7. Add risk assessment and competitive information

[0069] server:

[0070] 1. Evaluate risk factors based on the business plan.

[0071] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[0072] 3. Add this information to your final business plan.

[0073] 8. Presenting plans and offering options

[0074] server:

[0075] 1. Generate a document to present the final business plan to the user.

[0076] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[0077] 9. Final User Review and Feedback

[0078] User:

[0079] 1. Check the presented plan and each scenario on your device.

[0080] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[0081] 3. Create an action plan based on the final plan.

[0082] Specific examples

[0083] Case 1: Creating an annual budget

[0084] User:

[0085] 1. Upload the Excel file to the system.

[0086] server:

[0087] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[0088] User:

[0089] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[0090] server:

[0091] 4. Regenerate the plan with the new project budget adjusted to reflect your instructions.

[0092] server:

[0093] 5. Present the final budget proposal to the user.

[0094] Case 2: Check actual results

[0095] User:

[0096] 1. Upload a PowerPoint presentation summarizing monthly performance.

[0097] server:

[0098] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[0099] server:

[0100] 3. Provide users with the proposal, including future risks.

[0101] User:

[0102] 4. Review the proposal and direct further revisions as necessary.

[0103] This system enables companies to achieve high levels of planning accuracy and operational efficiency, enabling them to make strategic decisions quickly.

[0104] The processing flow will be explained below.

[0105] Step 1:

[0106] User: Accesses the system from a PC or mobile device and logs in.

[0107] Step 2:

[0108] User: Use the upload function to select and upload PPT or Excel documents to the system.

[0109] Step 3:

[0110] Server: Receives data from the device and temporarily stores it in storage.

[0111] Step 4:

[0112] Server: Runs a multimodal AI model to analyze the content of uploaded materials, including text, numerical data, and graphs.

[0113] Step 5:

[0114] Server: The text analysis engine extracts important keywords and topics from the material.

[0115] Step 6:

[0116] Server: The numerical analysis engine extracts data for tables and graphs and compares it with past data.

[0117] Step 7:

[0118] Server: Integrates the analysis results and generates an initial draft business plan.

[0119] Step 8:

[0120] Server: Develop a business plan that includes budget planning, gap analysis, risk assessment, and competitive intelligence.

[0121] Step 9:

[0122] User: Check the initial generated business plan draft on the device.

[0123] Step 10:

[0124] Users: Enter their business goals and specific requirements into the system in natural language.

[0125] Step 11:

[0126] Server: Parses and understands user input.

[0127] Step 12:

[0128] Server: Regenerates the business plan based on the user's requirements.

[0129] Step 13:

[0130] Server: Repeats the simulation and determines the best plan for the user's request.

[0131] Step 14:

[0132] Server: Evaluates risk factors based on analyzed data.

[0133] Step 15:

[0134] Server: Collect competitive information (market share, activity, technology trends) and incorporate it into your business plan.

[0135] Step 16:

[0136] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[0137] Step 17:

[0138] Server: Presents the final business plan to the user and generates detailed documentation.

[0139] Step 18:

[0140] Server: Provides multiple scenarios based on the proposed plan (optimal scenario, risk-averse scenario, aggressive scenario).

[0141] Step 19:

[0142] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[0143] Step 20:

[0144] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[0145] Example 1

[0146] 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."

[0147] Creating and evaluating business plans is a time-consuming and labor-intensive task that typically requires analyzing vast amounts of data and a great deal of manual work. It is particularly difficult to extract useful data from budgets and performance documents and create effective plans based on them. A comprehensive analysis, including competitive information and risk factors, is also essential, and these elements must be reflected quickly and accurately. Furthermore, it is necessary to provide multiple scenarios for the created plans, allowing users to make optimal choices. Efficient methods for resolving these challenges are needed.

[0148] 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.

[0149] In this invention, the server includes a means for uploading financial and efficiency-related documents from a terminal, a means for analyzing the uploaded documents and extracting data such as text, figures, and charts, and a means for generating an initial business plan draft based on the analysis results, thereby automating the business plan creation process and enabling it to be executed quickly and efficiently.

[0150] A "terminal" is an electronic device operated by a user, such as a personal computer or mobile device.

[0151] A "server" is a computer system that performs primary information processing such as analyzing documents and generating and regenerating business plans.

[0152] "Materials" are documents or files (e.g., PowerPoint, Excel) that contain data on budgets and performance necessary for creating a business plan.

[0153] "Analysis" is the process of extracting and understanding the necessary information (text, numbers, charts, etc.) from the uploaded materials.

[0154] An "AI model" is a computational model that uses artificial intelligence technology to analyze data and generate business plans.

[0155] A "draft business plan" is a preliminary business plan created based on the analysis results.

[0156] "Competitive information" is external data that affects business plans, such as competitors' market shares, activities, and technological trends.

[0157] "Risk factors" are elements that may hinder the achievement of business plans (e.g., market fluctuations, external factors).

[0158] "Scenarios" refer to multiple future developments (e.g., optimal, risk-averse, aggressive, etc.) predicted based on a business plan.

[0159] "Choices" are different scenarios or plan options provided to users to select the most suitable business plan.

[0160] 1. System Overview

[0161] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system automatically analyzes documents uploaded by users and generates effective business plans based on them. It also has the ability to regenerate plans based on user input and provide multiple scenarios.

[0162] 2. System Configuration

[0163] The system mainly consists of three elements: terminals, servers, and users. Terminals include personal computers and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials and generates and regenerates business plans.

[0164] 3. Hardware and Software Configuration

[0165] Terminals: personal computers, mobile devices

[0166] Server: High-performance computer system

[0167] Software: Web browser (used on the device), various analysis engines (text analysis engine, numerical analysis engine), generative AI model

[0168] The server analyzes the documents and generates a business plan in the following steps:

[0169] 1. Uploading materials

[0170] User: Accesses the system website from a PC or mobile device and logs in. Uses the upload function to upload documents (e.g., PowerPoint or Excel files) to the server. The files are transferred from the device to the server and saved.

[0171] 2. Analysis of the data

[0172] Server: Receives the uploaded materials and analyzes the text, numbers, and charts in the materials using a text analysis engine and a numerical analysis engine. For example, the text analysis engine extracts important keywords and topics from the materials, and the numerical analysis engine analyzes data in tables and graphs.

[0173] 3. Initial generation of business plan

[0174] Server: Generates an initial draft business plan based on the analysis results. Generative AI models are used to format the data and create a logical structure. The business plan is divided into categories such as budget planning, gap analysis, risk assessment, and competitive intelligence. It also compares past performance data with target data.

[0175] 4. Reflecting user input

[0176] User: Checks the initial generated business plan draft on the terminal. Enters business goals and specific requests (e.g., "I would like to add a new marketing strategy this fiscal year") into the system in natural language and clicks the "Apply" button. The input is sent to the server.

[0177] Server: The natural language processing engine uses the received input to understand it and regenerates the business plan based on the instructions, adjusting the budget and resource allocation for the new marketing strategy.

[0178] 5. Add risk assessment and competitive information

[0179] Server: Evaluates risk factors for each section of the business plan. Analyzes market fluctuations and external factors using a risk assessment engine. Also, collects competitive information such as competitors' market share, activity status, and technology trends, and integrates it into the business plan.

[0180] 6. Presenting plans and offering options

[0181] Server: Generates a document to present the final business plan to the user. The document is output in PDF or PPT format. The server also presents the details of the plan and multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[0182] 7. Final User Review and Feedback

[0183] User: Checks the final business plan and each scenario on the terminal. Compares each scenario and selects the most appropriate one. If necessary, provides final feedback to the system and requests further revisions or simulations. Finally, creates an action plan based on the finalized plan.

[0184] Specific examples

[0185] Case 1: Creating an annual budget

[0186] User: Uploads an Excel file to the system.

[0187] Server: Analyzes the file and generates a draft budget for the current year, comparing it with last year's actual results.

[0188] User: Gives instructions such as, "I would like to increase investment in new projects this year."

[0189] Server: Reflects the instructions, regenerates the plan with the budget allocation adjusted for the new project, and presents the final budget proposal to the user.

[0190] Case 2: Check actual results

[0191] User: Upload a PowerPoint presentation summarizing monthly performance.

[0192] Server: Based on the analyzed data, the budget and actual results are compared and measures to address the gap are proposed.

[0193] Server: Provides users with proposals that include future risks.

[0194] User: Review the proposal and direct further revisions as needed.

[0195] Specific prompt examples:

[0196] "We want to increase investment in new projects this fiscal year."

[0197] "I'd like to know more about risk aversion scenarios."

[0198] This system enables companies to create efficient and accurate business plans and make strategic decisions quickly.

[0199] The flow of the identification process in the first embodiment will be described with reference to FIG.

[0200] Step 1:

[0201] A user accesses the system's website from a PC or mobile device and logs in. The input is the user's authentication information (username and password). The output is session information for successful authentication. For example, by entering the username "example_user" and password "example_password," an authentication confirmation message from the server is displayed.

[0202] Step 2:

[0203] After logging in, the user clicks the upload button on the screen and selects a business-related PowerPoint or Excel file. The input is the file to be uploaded. The output is a confirmation that the file has been transferred to the server. For example, select a file called "annual_report.xlsx" and upload it.

[0204] Step 3:

[0205] The server receives and saves the uploaded data. The input is the file transferred from the terminal. The output is the path to the saved data file. Specifically, it checks the file format (PPT, Excel, etc.) and saves it in the database.

[0206] Step 4:

[0207] The server uses an AI model to analyze the received documents. First, it uses a text analysis engine to extract text data, and then it uses a numerical analysis engine to extract data from tables and graphs. The input is the saved document file, and the output is the analyzed text data and numerical data. For example, the text analysis engine extracts keywords such as "sales target" and performs a numerical analysis of the sales data.

[0208] Step 5:

[0209] The server generates an initial draft business plan based on the analysis results. The input is the analyzed text data and numerical data. The output is the initial draft business plan. Using a generative AI model, the analysis results are formatted into budget plans, gap analyses, risk assessments, and competitive information. As a concrete example, "sales targets for this fiscal year" are set based on analyzed sales data.

[0210] Step 6:

[0211] The user checks the initial generated draft business plan on their terminal. The input is the draft business plan provided by the server. The output is the user's feedback and instructions. For example, a comment such as "I would like to increase investment in new projects this fiscal year."

[0212] Step 7:

[0213] The server receives input from the user, uses a natural language processing engine to understand the content, and then recreates the business plan. The input is the user's feedback and instructions, along with the original draft business plan. The output is a revised business plan, specifically, adjusting the budget allocation for new projects based on the user's instructions.

[0214] Step 8:

[0215] The server evaluates risk factors for the business plan and collects and integrates competitive information into the plan. The input is the revised business plan. The output is the final business plan with the risk assessment and competitive information added. The risk assessment engine analyzes market fluctuations and integrates competitor market share data as competitive information.

[0216] Step 9:

[0217] The server generates multiple scenarios (e.g., optimal, risk-averse, aggressive) based on the final business plan and provides them to the user. The input is the final business plan. The output is a selection of plans including the scenarios. For example, the optimal scenario suggests stable growth, while the aggressive scenario suggests market expansion.

[0218] Step 10:

[0219] The user checks the final business plan and each scenario on a terminal and provides feedback to the system. The input is the final evaluation of the scenario. The output is feedback and final confirmation. For example, a user can select "Proceed with the optimal scenario" and then create an action plan.

[0220] Through the above processing steps, a company can create an efficient and accurate business plan and make strategic decisions quickly.

[0221] (Application example 1)

[0222] 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."

[0223] Conventional business plan creation support systems are specialized for corporate accounting tasks, making it difficult to quickly create effective campaign plans and revenue forecasts in areas such as content distribution services. Furthermore, no systems exist that efficiently analyze past campaign data and support the optimization of revenue forecasts and distribution timing. This creates a need for fast and accurate strategic decision-making in content distribution services.

[0224] 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.

[0225] In this invention, the server includes means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for presenting a final business plan, means for uploading materials related to content distribution, and means for analyzing past campaign data and proposing revenue forecasts and optimal distribution timing, thereby enabling effective campaign planning and revenue forecasting in content distribution services.

[0226] "Terminal" means a device used to access the system to upload materials and enter business goals and requirements.

[0227] "Materials" are documents and files containing information such as budget, performance, and campaign data necessary for creating a business plan.

[0228] "Uploading" is the act of sending materials from a terminal to a server.

[0229] "Analysis" is the process of extracting and understanding data such as text, numbers, and graphs from uploaded materials.

[0230] The "initial business plan draft" is the first version of the business plan that is automatically generated based on the analysis results.

[0231] A "business goal" refers to a specific outcome or objective that a company wants to achieve.

[0232] "Specific requirements" are specific instructions or requests that users make to the system and that they want reflected in the business plan.

[0233] The "final business plan" is a plan based on an execution plan that is finalized after repeated user input and simulations.

[0234] "Content distribution" is the act of providing content such as video, audio, and text to users via the Internet.

[0235] "Campaign Data" means statistical information about past campaigns, such as views, revenue, and customer engagement.

[0236] "Revenue forecasting" refers to predicting future revenue based on analyzed data.

[0237] "Delivery timing" refers to a schedule for delivering content to users at the optimal time and date.

[0238] 1. System Overview

[0239] This invention is an AI tool to support business plan creation, particularly for improving the efficiency of campaign planning and revenue forecasting in content distribution services. The system analyzes materials and data uploaded from devices, and then simulates and generates business plans based on the analysis.

[0240] 2. System Configuration

[0241] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and smartphones and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[0242] 3. Uploading materials

[0243] User:

[0244] 1. Access the system from your PC or smartphone and log in.

[0245] 2. Use the upload feature to select and upload budget and performance files, as well as content distribution materials.

[0246] 3. Confirm that the materials have been uploaded.

[0247] 4. Analysis of the data

[0248] server:

[0249] 1. Analyze the data received from the device.

[0250] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[0251] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[0252] 5. Initial generation of business plan

[0253] server:

[0254] 1. Automatically generate an initial draft business plan based on the analysis results.

[0255] 2. Divide into categories: budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecasting and optimal delivery timing.

[0256] 3. Compare past performance with target data.

[0257] 6. Reflecting user input

[0258] User:

[0259] 1. Check the initial generated business plan draft on your device.

[0260] 2. Enter business goals and specific requirements into the system in natural language.

[0261] 3. Instruct the system on corrections and additions.

[0262] server:

[0263] 1. Parse and understand user input.

[0264] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0265] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[0266] 7. Add risk assessment and competitive information

[0267] server:

[0268] 1. Evaluate risk factors based on the business plan.

[0269] 2. Collect competitive information (market share, activity, technology trends, etc.) and integrate it into your plan.

[0270] 3. Add this information to your final business plan.

[0271] 8. Presenting plans and offering options

[0272] server:

[0273] 1. Generate a document to present the final business plan to the user.

[0274] 2. Provide a detailed explanation of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive strategy, etc.).

[0275] 9. Final User Review and Feedback

[0276] User:

[0277] 1. Check the presented plan and each scenario on your device.

[0278] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[0279] 3. Create an action plan based on the final plan.

[0280] Specific examples

[0281] Case 1: Campaign Planning and Revenue Forecasting

[0282] A user uploads a CSV file containing data from past campaigns to the system. The server parses the file and extracts key statistics such as views, revenue, and customer engagement. The system then generates an initial campaign plan and revenue forecast based on the analysis. The user inputs a directive into the system, such as "I want to increase the proportion of video content in my next campaign." The server reflects this directive, generates a new plan, and presents the final campaign plan and revenue forecast to the user.

[0283] Example prompt: "We'd like to increase the proportion of video content in our next campaign."

[0284] The flow of the specific processing in the application example 1 will be described with reference to FIG.

[0285] Step 1:

[0286] User: Accesses and logs in to the system using a PC or smartphone.

[0287] Input: User ID and password

[0288] Output: Login success message and system home screen

[0289] Step 2:

[0290] Users: Use the upload feature to upload budget and performance files, as well as content distribution materials.

[0291] Input: File (CSV, Excel, etc.)

[0292] Output: File upload successful message

[0293] Step 3:

[0294] Server: Analyzes the documents received from the device. Using an AI model, it extracts information such as text, numbers, and graphs from the documents, extracts important keywords and topics using a text analysis engine, and analyzes data in tables and graphs using a numerical analysis engine.

[0295] Input: Uploaded file

[0296] Output: Analysis results (extracted text, numbers, graphs)

[0297] Step 4:

[0298] Server: Automatically generate an initial draft business plan based on the analysis results, categorizing the results into budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecast and optimal delivery timing.

[0299] Input: Analysis results

[0300] Output: Initial business plan draft

[0301] Step 5:

[0302] User: View the initial business plan draft on a terminal, enter business goals and specific requirements into the system in natural language, and instruct the system on any corrections or additions.

[0303] Input: Business goals and specific requirements (natural language)

[0304] Output: User input data

[0305] Step 6:

[0306] Server: Analyzes and understands the user input. It then uses the generative AI model to generate a new business plan and makes any necessary adjustments based on the user input.

[0307] Input: User input data

[0308] Output: An improved draft business plan

[0309] Step 7:

[0310] Server: Evaluate risk factors based on the improved draft business plan, gather competitive intelligence and integrate it into the business plan. Recommend revenue forecasts and optimal delivery timing.

[0311] Input: Improved draft business plan

[0312] Output: A final business plan that integrates risk factors and competitive information

[0313] Step 8:

[0314] Server: Presents the final business plan to the user and offers options including multiple scenarios (optimal, risk-averse, aggressive strategy, etc.).

[0315] Input: Final business plan

[0316] Output: Final business plan document and scenario options

[0317] Step 9:

[0318] User: Review the proposed plans and scenarios, provide final feedback to the system, and request further revisions or simulations.

[0319] Input: Final feedback and correction instructions

[0320] output: A finalized business plan

[0321] 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.

[0322] 1. System Overview

[0323] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates business plans based on them. Furthermore, by combining it with an emotion engine that recognizes the user's emotions, it provides more appropriate and flexible business plans.

[0324] 2. System Configuration

[0325] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input. The emotion engine recognizes emotions from user input data and operations, and feeds the results back to the server.

[0326] 3. Uploading materials

[0327] User:

[0328] 1. Access the system from your PC or mobile device and log in.

[0329] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[0330] 3. Confirm that the materials have been uploaded.

[0331] 4. Analysis of the data

[0332] server:

[0333] 1. Receive the data from the device and temporarily store it in storage.

[0334] 2. The multimodal AI model is activated to analyze the content of the uploaded document, including text, numerical data, and graphs.

[0335] 5. Initial generation of business plan

[0336] server:

[0337] 1. Automatically generate an initial draft business plan based on the analysis results.

[0338] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[0339] 3. Compare past performance with target data.

[0340] 6. Reflecting user input

[0341] User:

[0342] 1. Check the initial generated business plan draft on your device.

[0343] 2. Enter business goals and specific requirements into the system in natural language.

[0344] 3. Instruct the system on corrections and additions.

[0345] server:

[0346] 1. Parse and understand user input.

[0347] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0348] 7. Introducing the Emotion Engine

[0349] Emotion Engine:

[0350] 1. Analyze the user's input data and operations to recognize their emotional state.

[0351] 2. Feedback the recognized emotional state to the server.

[0352] server:

[0353] 1. Adjust your business plan based on feedback from the emotion engine.

[0354] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[0355] 8. Adding risk assessment and competitive information

[0356] server:

[0357] 1. Evaluate risk factors based on the business plan.

[0358] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[0359] 3. Add this information to your final business plan.

[0360] 9. Presenting plans and offering options

[0361] server:

[0362] 1. Generate a document to present the final business plan to the user.

[0363] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[0364] 10. User Final Review and Feedback

[0365] User:

[0366] 1. Check the presented plan and each scenario on your device.

[0367] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[0368] 3. Create an action plan based on the final plan.

[0369] Specific examples

[0370] Case 1: Creating an annual budget

[0371] User:

[0372] 1. Upload the Excel file to the system.

[0373] server:

[0374] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[0375] User:

[0376] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[0377] Emotion Engine:

[0378] 4. Analyze the user's emotions (e.g., eager, cautious, etc.) while they are inputting and provide feedback to the server.

[0379] server:

[0380] 5. Reflecting the instructions and feedback from the emotion engine, regenerate the plan with adjusted budget allocation for new projects.

[0381] server:

[0382] 6. Present the final budget proposal to the user.

[0383] Case 2: Check actual results

[0384] User:

[0385] 1. Upload a PowerPoint presentation summarizing monthly performance.

[0386] server:

[0387] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[0388] Emotion Engine:

[0389] 3. Analyze the user's reaction to the suggestion and feed back their emotional state to the server.

[0390] server:

[0391] 4. Adjust risk assessment and proposals based on feedback and provide revised proposals.

[0392] User:

[0393] 5. Review the proposal and direct further revisions.

[0394] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and to make flexible and fast strategic decisions that take into account the emotional state of the target.

[0395] The processing flow will be explained below.

[0396] Step 1:

[0397] User: Accesses the system from a PC or mobile device and logs in.

[0398] Step 2:

[0399] User: Use the upload function to select budget and performance documents (PPT and Excel files) and upload them to the system.

[0400] Step 3:

[0401] Server: Temporarily stores data received from the device.

[0402] Step 4:

[0403] Server: Launches a multimodal AI model to analyze the contents of the uploaded documents. Specifically, the text analysis engine extracts keywords and topics from the documents, and the numerical analysis engine extracts data for tables and graphs.

[0404] Step 5:

[0405] Server: Integrates analysis results to generate an initial draft business plan, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[0406] Step 6:

[0407] User: Check the initial generated business plan draft on the device.

[0408] Step 7:

[0409] Users: Enter their business goals and specific requirements into the system in natural language.

[0410] Step 8:

[0411] Server: Receives input from the user and parses it.

[0412] Step 9:

[0413] Server: Regenerates the business plan based on the user's requirements. Repeats simulations as necessary to determine the optimal plan.

[0414] Step 10:

[0415] Server: Evaluate risk factors based on analyzed data, collect competitive information and incorporate it into business plans.

[0416] Step 11:

[0417] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[0418] Step 12:

[0419] Server: Generates detailed documentation to present the final business plan.

[0420] Step 13:

[0421] Server: Provides multiple scenarios (optimal scenario, risk-averse scenario, aggressive scenario, etc.) based on the proposed business plan.

[0422] Step 14:

[0423] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[0424] Step 15:

[0425] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[0426] Step 16:

[0427] Emotion engine: Analyzes user input data and actions to recognize emotional states.

[0428] Step 17:

[0429] Emotion engine: Feedback the recognized emotional state to the server.

[0430] Step 18:

[0431] Server: Adjust your business plan based on feedback from the emotion engine.

[0432] Step 19:

[0433] Server: Adaptively change the content and presentation of the business plan based on the recognized emotions.

[0434] Specific examples

[0435] Case 1: Creating an annual budget

[0436] Step 1:

[0437] User: Uploads an Excel file to the system.

[0438] Step 2:

[0439] Server: Analyzes the file, compares it with last year's actual results, and generates a draft budget for the current year.

[0440] Step 3:

[0441] User: Gives instructions such as, "I want to increase investment in new projects this year."

[0442] Step 4:

[0443] Emotion engine: Analyzes the emotions (e.g., eager, cautious, etc.) of the user while they are inputting and provides feedback to the server.

[0444] Step 5:

[0445] Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[0446] Step 6:

[0447] Server: Presents the final budget proposal to the user.

[0448] Case 2: Check actual results

[0449] Step 1:

[0450] User: Upload a PowerPoint presentation summarizing monthly performance.

[0451] Step 2:

[0452] Server: Based on the analyzed data, compares the budget with the actual results and generates gap-fill proposals.

[0453] Step 3:

[0454] Emotion engine: Analyzes the user's reaction to the suggestions and feeds back their emotional state to the server.

[0455] Step 4:

[0456] Server: Adjusts risk assessment and proposals based on feedback and provides revisions.

[0457] Step 5:

[0458] User: Review the proposal and direct further revisions.

[0459] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and enables fast, flexible strategic decision-making that takes into account the emotional state of users.

[0460] Example 2

[0461] 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."

[0462] Creating a business plan requires analyzing a huge amount of data and generating it quickly and accurately. It also requires adjustments based on the user's emotions and specific needs, but existing systems have been unable to do this efficiently.

[0463] The specific processing by the specific 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 means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for analyzing the user's input data and operations and recognizing the user's emotional state, means for adjusting the business plan based on the recognized emotional state, and means for presenting the final business plan. This enables the rapid creation and adjustment of a business plan based on the materials and requirements provided by the user.

[0464] A "terminal" is a hardware device that allows a user to access and operate the system, and includes PCs and mobile devices.

[0465] "Budget and performance documents" are documents containing data showing a company's budget situation and performance, and specifically include PowerPoint and Excel files.

[0466] "Means for uploading" refers to the function for sending materials from a terminal to a server.

[0467] "Means for analysis" refers to the function by which the server analyzes the contents of uploaded materials and extracts data such as text, numbers, and graphs.

[0468] "Means for generating an initial business plan draft" refers to a function for automatically creating an initial business plan draft based on the analysis results.

[0469] "Means for inputting business goals and specific requirements" refers to an interface through which a user inputs goals and specific requirements related to a business plan into the system.

[0470] "Means for regenerating" refers to the function of recreating and adjusting the business plan based on input from the user.

[0471] "Means for recognizing emotional states" refers to technology that analyzes a user's input data and operations to identify the user's emotions.

[0472] "Means to adjust" refers to the ability to dynamically change the content of the business plan based on the perceived emotional state.

[0473] The "means for presenting the final business plan" refers to a function for displaying the final business plan to the user.

[0474] "Means for assessing risk factors" refers to a function for assessing risk elements included in a business plan based on analyzed data.

[0475] "Means of collecting competitive information and incorporating it into business plans" refers to the function of collecting competitive information such as market share and activity status from the Internet, etc., and incorporating it into business plans.

[0476] "Means for generating multiple scenarios" refers to a function that creates multiple different scenarios based on a business plan and provides them to the user as options.

[0477] MODE FOR CARRYING OUT THE INVENTION

[0478] This invention is a system for supporting the creation of business plans, and aims to improve the efficiency of accounting-related tasks in particular. This system is implemented using the following components and methods.

[0479] System Overview

[0480] This system analyzes documents uploaded via terminals (PCs or mobile devices) on a server and generates business plans. It also combines an emotion engine to recognize users' emotions and provide more appropriate and flexible business plans. The system includes the following main elements:

[0481] 1. Terminal (PC or mobile device)

[0482] A hardware device that allows users to access and operate the system.

[0483] 2. Server

[0484] The system analyzes uploaded materials, generates business plans, and regenerates them based on user feedback. The specific software used is a multimodal AI model (e.g., GPT-4 (registered trademark)).

[0485] 3. Emotion Engine

[0486] This is an engine that analyzes the user's input data and operations to recognize their emotional state. For example, IBM Watson (registered trademark) Tone Analyzer is used.

[0487] Uploading materials

[0488] User:

[0489] 1. The user accesses the system from a PC or mobile device and logs in.

[0490] 2. Use the upload function to select and upload budget and performance documents (PPT or Excel files).

[0491] 3. Verify that the upload is complete.

[0492] Analysis of data

[0493] server:

[0494] 1. The server temporarily stores the data received from the terminal.

[0495] 2. Launch a multimodal AI model (e.g., GPT-4) to analyze the content of the uploaded material (text, numerical data, graphs, etc.).

[0496] Generate a business plan

[0497] server:

[0498] 1. Automatically generate an initial draft business plan based on the analysis results.

[0499] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[0500] Reflecting user input

[0501] User:

[0502] 1. The user checks the initially generated business plan draft on the terminal.

[0503] 2. Enter business goals and specific requirements into the system in natural language.

[0504] 3. Instruct the system on corrections and additions.

[0505] server:

[0506] 1. Use a natural language processing (NLP) engine to parse input from the user.

[0507] 2. Regenerate the business plan based on your input and make any necessary adjustments.

[0508] Introducing the Emotion Engine

[0509] Emotion Engine:

[0510] 1. Analyze the user's input data and operations to recognize their emotional state.

[0511] 2. Feedback the recognized emotional state to the server.

[0512] server:

[0513] 1. Adjust your business plan based on feedback from the emotion engine.

[0514] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[0515] Examples of specific examples and prompts

[0516] Case 1: Creating an annual budget

[0517] 1. User: Uploads an Excel file to the system.

[0518] Sample prompt: "I'm uploading a file with my annual budget. Can you compare it with last year's actual data and create a budget proposal for this year?"

[0519] 2. Server: Analyzes the file and generates a draft budget for the current fiscal year based on the actual data from the previous fiscal year.

[0520] 3. User: Gives instructions such as, "I would like to increase investment in new projects this year."

[0521] Sample prompt: "We would like to allocate a large amount of budget to a new project this fiscal year. Can you suggest a specific allocation?"

[0522] 4. Emotion engine: Analyzes the emotions of the user while they are typing and provides feedback to the server.

[0523] Example prompt: "The user is expressing a motivated emotion."

[0524] 5. Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[0525] Example prompt: "We have taken the emotional feedback into account. We will take a more budgetary approach to new projects."

[0526] 6. Server: Presents the final budget proposal to the user.

[0527] Example prompt: "I've created a budget proposal with increased investment in new projects. Please review it."

[0528] Case 2: Check actual results

[0529] 1. User: Upload a PowerPoint presentation summarizing monthly performance.

[0530] Example prompt: "I have uploaded a presentation of my monthly performance. Please analyze the gap between the forecast and actual results."

[0531] 2. Server: Analyzes data, compares budgets to actual results, and generates gap-fill proposals.

[0532] 3. Emotion engine: Analyzes the emotions of the user who receives the suggestion and provides feedback to the server.

[0533] Example prompt: "Users expressed positive sentiment toward the suggestion."

[0534] 4. Server: Adjusts risk assessment and recommendations based on feedback and provides revisions.

[0535] Sample prompt: "We have incorporated the positive feedback and generated a revised proposal."

[0536] 5. User: Review the proposal and direct further revisions.

[0537] Example prompt: "I've reviewed your proposal. There are some changes. Please make the changes again."

[0538] As described above, this system provides advanced analytical capabilities and a business plan creation function that takes user emotions into consideration, thereby significantly improving the accuracy and efficiency of business plans.

[0539] The flow of the identification process in the second embodiment will be described with reference to FIG.

[0540] The flow of this system's program processing

[0541] Step 1: Login and Access

[0542] User:

[0543] 1. The user accesses the system from a PC or mobile device and opens the login page.

[0544] 2. Enter your credentials (username, password) on the login page and click the "Login" button.

[0545] 3. The server receives the credentials and checks them against a database.

[0546] 4. If authentication is successful, the server generates the user's homepage and sends it to the terminal.

[0547] Input: User credentials (username, password)

[0548] Output: Authentication result, user's homepage

[0549] What happens: When a user logs in, the server checks the credentials against the database. If authentication is successful, the user's home page is sent to the device.

[0550] Step 2: Upload your materials

[0551] User:

[0552] 1. The user clicks the "Upload" button on the home page to open the upload window.

[0553] 2. The user selects budget and performance documents (PPT or Excel files) from the upload window and clicks the "Upload" button.

[0554] 3. Verify that the upload is complete.

[0555] Device:

[0556] 1. The device sends the selected file to the server.

[0557] server:

[0558] 1. The server receives the data sent from the terminal and stores it in storage.

[0559] 2. The server notifies the user that the material has been successfully uploaded.

[0560] Input: User-selected materials (PPT or Excel files)

[0561] Output: Upload completion notification

[0562] Specific operation: When a user uploads a document, the device sends the file to the server, and the server receives it and stores it in storage.

[0563] Step 3: Analyze the material

[0564] server:

[0565] 1. The server launches a multimodal AI model (e.g., GPT-4) to analyze the received material.

[0566] 2. The AI ​​model scans the document's text, numerical data, graphs, etc. and outputs it as structured data.

[0567] 3. Save the analysis results and prepare for the generation of an initial business plan.

[0568] Input: Uploaded materials

[0569] Output: Analysis results (structured data)

[0570] Specific operation: The server analyzes the document using a multimodal AI model and extracts text, numerical data, and graphs.

[0571] Step 4: Initial generation of business plan

[0572] server:

[0573] 1. Automatically generate an initial draft business plan based on the analysis results.

[0574] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[0575] Input: Analysis results of data

[0576] Output: Initial business plan draft

[0577] Specific operation: Based on the analysis results of the documents, the server automatically generates an initial draft of the business plan and organizes it into various categories.

[0578] Step 5: Reflecting user input

[0579] User:

[0580] 1. The user checks the initially generated business plan draft on the terminal.

[0581] 2. Enter business goals and specific requirements into the system in natural language.

[0582] 3. Instruct the system on corrections and additions.

[0583] server:

[0584] 1. The server uses a natural language processing (NLP) engine to parse the input from the user.

[0585] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0586] Input: Your business goals and specific requirements

[0587] Output: Revised business plan

[0588] Specific operation: Upon receiving instructions from the user, the server uses an NLP engine to analyze the input and regenerate the business plan.

[0589] Step 6: Implementing the Emotion Engine

[0590] Emotion Engine:

[0591] 1. Analyze the user's input data and operations to recognize their emotional state.

[0592] 2. Feedback the recognized emotional state to the server.

[0593] server:

[0594] 1. The server receives feedback from the emotion engine and adjusts the content and presentation of the business plan.

[0595] Input: User input data and operations

[0596] Output: Emotion engine feedback

[0597] How it works: The emotion engine analyzes emotions from user input and actions and sends feedback to the server, which then adjusts the plan accordingly.

[0598] Step 7: Add risk assessment and competitive information

[0599] server:

[0600] 1. Evaluate risk factors based on your business plan.

[0601] 2. Gather competitive information, such as market share and activity, and integrate it into your business plan.

[0602] Input: Business plan, competitive intelligence data

[0603] Output: A revised business plan with assessed risk factors

[0604] What happens: The server evaluates the risks in the business plan and updates the plan with competitive information.

[0605] Step 8: Present your plan and offer options

[0606] server:

[0607] 1. Generate a document to present the final business plan to the user.

[0608] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[0609] Enter: Revised business plan

[0610] Output: Business plan document for presentation, scenario options

[0611] Specific operation: The server generates the final business plan in a format such as PDF and provides multiple scenarios to the user.

[0612] Step 9: Final user review and feedback

[0613] User:

[0614] 1. Check the presented plan and scenario on your device.

[0615] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[0616] 3. Create an action plan based on the final plan.

[0617] Input: Proposed plan and each scenario

[0618] Output: User feedback, final revision requests

[0619] What happens: The user reviews the final business plan and provides feedback if necessary, which the server then uses to make further revisions.

[0620] (Application example 2)

[0621] 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."

[0622] Conventional business plan creation support systems have difficulty responding flexibly to user emotions, and in factory production management, generating efficient production schedules has been difficult. In particular, there is a need for risk assessment of production lines and rapid responses to requests from on-site supervisors, but this is difficult to achieve with current systems. Because they are unable to make proposals that take emotions into account or make immediate adjustments, it is difficult to create optimal business plans and production plans.

[0623] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 2 is realized by the following means.

[0624] In this invention, the server includes means for recognizing emotions from user input data and operations, means for adjusting business plans based on the recognized emotional state, and means for analyzing data from the production management system and generating an optimal production schedule. This enables the generation of flexible business plans that take the user's emotional state into consideration and the formulation of efficient production plans that quickly respond to the requests of site supervisors and operators.

[0625] A "terminal" is a device operated by a user, and includes PCs, mobile terminals, etc.

[0626] "Materials" refers to data and documents related to business plan creation and production schedules, including text, numbers, graphs, Excel files, etc.

[0627] "Analysis" is the process of extracting information from uploaded materials and understanding and processing it according to the purpose.

[0628] A business plan is a concrete action plan that translates a company's goals and strategies into a budget plan, gap analysis, risk assessment, competitive information, and other elements.

[0629] An "emotion engine" is an algorithm or system that analyzes a user's input data and operations and recognizes their emotional state.

[0630] A "production management system" is a system for managing and optimizing production activities within a factory, and includes sensor data and production schedules.

[0631] "Suggestions" refer to recommendations or courses of action generated based on analysis results and perceived sentiment.

[0632] A "scenario" is a set of multiple options or simulation models created based on a business plan or production plan.

[0633] "Risk factors" refer to problems or obstacles that may arise in business or production plans, and they need to be evaluated and managed.

[0634] "Competitive information" is data about competitors in the market, including their activities, market share, technology trends, etc.

[0635] This invention is an AI tool that analyzes corporate documents and generates and regenerates business plans. It combines an emotion engine to recognize the user's emotions and adaptively change the content and presentation method of the business plan.

[0636] 1. System Overview

[0637] The system mainly consists of a terminal operated by the user, a server that analyzes materials and generates plans, and an emotion engine that recognizes the user's emotions.

[0638] 2. Uploading and analyzing materials

[0639] Users upload documents related to budgets and business performance from their devices. The server analyzes the uploaded documents and extracts data such as text, numbers, and graphs. The analysis is performed using data analysis libraries such as Pandas.

[0640] 3. Initial generation of business plan

[0641] The server uses a generative AI model to generate an initial draft business plan based on the extracted data, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[0642] 4. Emotional Engine Adjustment

[0643] When a user inputs their business goals and specific requirements into the device, the server analyzes the information and recreates the business plan. During this process, an emotion engine recognizes emotions from the user's input data and actions, and adjusts the content of the business plan based on that feedback. This emotion engine utilizes the EmotionRecognition library.

[0644] 5. Linking with production management systems

[0645] It can also be linked to factory robots and production management systems. The server analyzes data from the production management system and generates optimal production schedules. For example, it has the ability to collect sensor data from the production line and quickly detect risk factors and implement countermeasures.

[0646] 6. Final presentation to the user

[0647] The final business plan and production schedule are presented to the user via a terminal, where the user can review the proposal and provide feedback if necessary.

[0648] Specific examples

[0649] For example, if a user instructs the system that "I want to increase investment in a new project this fiscal year," the emotion engine will recognize the user's motivated emotions. Based on that feedback, the server will make more detailed adjustments to the budget allocation for the new project.

[0650] Examples of prompt statements

[0651] You can enter the required information into the system using prompts like the following:

[0652] "I want to upload factory production data (.xlsx) and optimize the work order more efficiently."

[0653] This system improves the accuracy of corporate planning and operational efficiency, and supports flexible strategic decision-making that takes user emotions into account.

[0654] The flow of the specific processing in the application example 2 will be described with reference to FIG.

[0655] Step 1:

[0656] Users upload documents related to budgets and business performance from their terminals. Specifically, they select and upload Excel files, PPT files, etc. to the system. The input is the documents related to budgets and business performance to be uploaded, and the output is the document data sent to the server.

[0657] Step 2:

[0658] The server receives the uploaded materials and temporarily stores them in storage. The input is the material data sent by the user, and the output is the data stored in the server's storage. Specifically, the data is prepared in a state that can be analyzed using an appropriate method depending on the file format.

[0659] Step 3:

[0660] The server analyzes the materials and extracts data such as text, numbers, and graphs. A data analysis library (such as Pandas) is used for this process. The input is the material data stored in the server's storage, and the output is the extracted data such as text, numbers, and graphs. The server inputs this data into an analysis engine and extracts the required information.

[0661] Step 4:

[0662] The server generates an initial draft business plan using a generative AI model. The input is the data analyzed and extracted in step 3, and the output is the initial draft business plan. Specifically, the AI ​​model generates a business plan based on the data, including a budget plan, gap analysis, risk assessment, and competitive information.

[0663] Step 5:

[0664] Users input business goals and specific requests into the system in natural language from a terminal. The input is the business goal or request entered by the user, and the output is the information sent to the server. Specifically, users provide text-based instructions using the input interface on their terminal.

[0665] Step 6:

[0666] The server analyzes the information entered by the user and regenerates the business plan. The input is the user's business goals and requirements, and the output is the regenerated business plan. The analysis uses natural language processing libraries and dedicated AI models.

[0667] Step 7:

[0668] The server uses an emotion engine to recognize emotions from user input data and operations. The input is the user's text input and operation data, and the output is the recognized emotional state. Specifically, emotions are analyzed using the EmotionRecognition library.

[0669] Step 8:

[0670] The server adjusts the business plan based on the recognized emotional state. The input is the emotional feedback obtained from the emotion engine, and the output is the adjusted business plan. The server then runs the AI ​​model again to adaptively change the content and presentation depending on the emotion.

[0671] Step 9:

[0672] The server analyzes data from the production management system and generates an optimal production schedule. The input is sensor data and production information from the production management system, and the output is an optimized production schedule. Specifically, it performs risk assessment based on the production management data and takes countermeasures.

[0673] Step 10:

[0674] The server presents the final business plan and production schedule to the user via a terminal. The input is the adjusted business plan and optimized production schedule, and the output is the final document presented to the user. The user reviews the presentation and provides final feedback as needed.

[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 (registered trademark) (Internet search engine).<URL: https: / / openai.com / blog / chatgpt> ), Gemini (registered trademark) (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 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.

[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] 1. System Overview

[0692] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates a business plan based on that analysis.

[0693] 2. System Configuration

[0694] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[0695] 3. Uploading materials

[0696] User:

[0697] 1. Access the system from your PC or mobile device and log in.

[0698] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[0699] 3. Confirm that the materials have been uploaded.

[0700] 4. Analysis of the data

[0701] server:

[0702] 1. Analyze the data received from the device.

[0703] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[0704] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[0705] 5. Initial generation of business plan

[0706] server:

[0707] 1. Automatically generate an initial draft business plan based on the analysis results.

[0708] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[0709] 3. Compare past performance with target data.

[0710] 6. Reflecting user input

[0711] User:

[0712] 1. Check the initial generated business plan draft on your device.

[0713] 2. Enter business goals and specific requirements into the system in natural language.

[0714] 3. Instruct the system on corrections and additions.

[0715] server:

[0716] 1. Parse and understand user input.

[0717] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0718] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[0719] 7. Add risk assessment and competitive information

[0720] server:

[0721] 1. Evaluate risk factors based on the business plan.

[0722] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[0723] 3. Add this information to your final business plan.

[0724] 8. Presenting plans and offering options

[0725] server:

[0726] 1. Generate a document to present the final business plan to the user.

[0727] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[0728] 9. Final User Review and Feedback

[0729] User:

[0730] 1. Check the presented plan and each scenario on your device.

[0731] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[0732] 3. Create an action plan based on the final plan.

[0733] Specific examples

[0734] Case 1: Creating an annual budget

[0735] User:

[0736] 1. Upload the Excel file to the system.

[0737] server:

[0738] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[0739] User:

[0740] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[0741] server:

[0742] 4. Regenerate the plan with the new project budget adjusted to reflect your instructions.

[0743] server:

[0744] 5. Present the final budget proposal to the user.

[0745] Case 2: Check actual results

[0746] User:

[0747] 1. Upload a PowerPoint presentation summarizing monthly performance.

[0748] server:

[0749] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[0750] server:

[0751] 3. Provide users with the proposal, including future risks.

[0752] User:

[0753] 4. Review the proposal and direct further revisions as necessary.

[0754] This system enables companies to achieve high levels of planning accuracy and operational efficiency, enabling them to make strategic decisions quickly.

[0755] The processing flow will be explained below.

[0756] Step 1:

[0757] User: Accesses the system from a PC or mobile device and logs in.

[0758] Step 2:

[0759] User: Use the upload function to select and upload PPT or Excel documents to the system.

[0760] Step 3:

[0761] Server: Receives data from the device and temporarily stores it in storage.

[0762] Step 4:

[0763] Server: Runs a multimodal AI model to analyze the content of uploaded materials, including text, numerical data, and graphs.

[0764] Step 5:

[0765] Server: The text analysis engine extracts important keywords and topics from the material.

[0766] Step 6:

[0767] Server: The numerical analysis engine extracts data for tables and graphs and compares it with past data.

[0768] Step 7:

[0769] Server: Integrates the analysis results and generates an initial draft business plan.

[0770] Step 8:

[0771] Server: Develop a business plan that includes budget planning, gap analysis, risk assessment, and competitive intelligence.

[0772] Step 9:

[0773] User: Check the initial generated business plan draft on the device.

[0774] Step 10:

[0775] Users: Enter their business goals and specific requirements into the system in natural language.

[0776] Step 11:

[0777] Server: Parses and understands user input.

[0778] Step 12:

[0779] Server: Regenerates the business plan based on the user's requirements.

[0780] Step 13:

[0781] Server: Repeats the simulation and determines the best plan for the user's request.

[0782] Step 14:

[0783] Server: Evaluates risk factors based on analyzed data.

[0784] Step 15:

[0785] Server: Collect competitive information (market share, activity, technology trends) and incorporate it into your business plan.

[0786] Step 16:

[0787] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[0788] Step 17:

[0789] Server: Presents the final business plan to the user and generates detailed documentation.

[0790] Step 18:

[0791] Server: Provides multiple scenarios based on the proposed plan (optimal scenario, risk-averse scenario, aggressive scenario).

[0792] Step 19:

[0793] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[0794] Step 20:

[0795] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[0796] Example 1

[0797] 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."

[0798] Creating and evaluating business plans is a time-consuming and labor-intensive task that typically requires analyzing vast amounts of data and a great deal of manual work. It is particularly difficult to extract useful data from budgets and performance documents and create effective plans based on them. A comprehensive analysis, including competitive information and risk factors, is also essential, and these elements must be reflected quickly and accurately. Furthermore, it is necessary to provide multiple scenarios for the created plans, allowing users to make optimal choices. Efficient methods for resolving these challenges are needed.

[0799] 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.

[0800] In this invention, the server includes a means for uploading financial and efficiency-related documents from a terminal, a means for analyzing the uploaded documents and extracting data such as text, figures, and charts, and a means for generating an initial business plan draft based on the analysis results, thereby automating the business plan creation process and enabling it to be executed quickly and efficiently.

[0801] A "terminal" is an electronic device operated by a user, such as a personal computer or mobile device.

[0802] A "server" is a computer system that performs primary information processing such as analyzing documents and generating and regenerating business plans.

[0803] "Materials" are documents or files (e.g., PowerPoint, Excel) that contain data on budgets and performance necessary for creating a business plan.

[0804] "Analysis" is the process of extracting and understanding the necessary information (text, numbers, charts, etc.) from the uploaded materials.

[0805] An "AI model" is a computational model that uses artificial intelligence technology to analyze data and generate business plans.

[0806] A "draft business plan" is a preliminary business plan created based on the analysis results.

[0807] "Competitive information" is external data that affects business plans, such as competitors' market shares, activities, and technological trends.

[0808] "Risk factors" are elements that may hinder the achievement of business plans (e.g., market fluctuations, external factors).

[0809] "Scenarios" refer to multiple future developments (e.g., optimal, risk-averse, aggressive, etc.) predicted based on a business plan.

[0810] "Choices" are different scenarios or plan options provided to users to select the most suitable business plan.

[0811] 1. System Overview

[0812] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system automatically analyzes documents uploaded by users and generates effective business plans based on them. It also has the ability to regenerate plans based on user input and provide multiple scenarios.

[0813] 2. System Configuration

[0814] The system mainly consists of three elements: terminals, servers, and users. Terminals include personal computers and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials and generates and regenerates business plans.

[0815] 3. Hardware and Software Configuration

[0816] Terminals: personal computers, mobile devices

[0817] Server: High-performance computer system

[0818] Software: Web browser (used on the device), various analysis engines (text analysis engine, numerical analysis engine), generative AI model

[0819] The server analyzes the documents and generates a business plan in the following steps:

[0820] 1. Uploading materials

[0821] User: Accesses the system website from a PC or mobile device and logs in. Uses the upload function to upload documents (e.g., PowerPoint or Excel files) to the server. The files are transferred from the device to the server and saved.

[0822] 2. Analysis of the data

[0823] Server: Receives the uploaded materials and analyzes the text, numbers, and charts in the materials using a text analysis engine and a numerical analysis engine. For example, the text analysis engine extracts important keywords and topics from the materials, and the numerical analysis engine analyzes data in tables and graphs.

[0824] 3. Initial generation of business plan

[0825] Server: Generates an initial draft business plan based on the analysis results. Generative AI models are used to format the data and create a logical structure. The business plan is divided into categories such as budget planning, gap analysis, risk assessment, and competitive intelligence. It also compares past performance data with target data.

[0826] 4. Reflecting user input

[0827] User: Checks the initial generated business plan draft on the terminal. Enters business goals and specific requests (e.g., "I would like to add a new marketing strategy this fiscal year") into the system in natural language and clicks the "Apply" button. The input is sent to the server.

[0828] Server: The natural language processing engine uses the received input to understand it and regenerates the business plan based on the instructions, adjusting the budget and resource allocation for the new marketing strategy.

[0829] 5. Add risk assessment and competitive information

[0830] Server: Evaluates risk factors for each section of the business plan. Analyzes market fluctuations and external factors using a risk assessment engine. Also, collects competitive information such as competitors' market share, activity status, and technology trends, and integrates it into the business plan.

[0831] 6. Presenting plans and offering options

[0832] Server: Generates a document to present the final business plan to the user. The document is output in PDF or PPT format. The server also presents the details of the plan and multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[0833] 7. Final User Review and Feedback

[0834] User: Checks the final business plan and each scenario on the terminal. Compares each scenario and selects the most appropriate one. If necessary, provides final feedback to the system and requests further revisions or simulations. Finally, creates an action plan based on the finalized plan.

[0835] Specific examples

[0836] Case 1: Creating an annual budget

[0837] User: Uploads an Excel file to the system.

[0838] Server: Analyzes the file and generates a draft budget for the current year, comparing it with last year's actual results.

[0839] User: Gives instructions such as, "I would like to increase investment in new projects this year."

[0840] Server: Reflects the instructions, regenerates the plan with the budget allocation adjusted for the new project, and presents the final budget proposal to the user.

[0841] Case 2: Check actual results

[0842] User: Upload a PowerPoint presentation summarizing monthly performance.

[0843] Server: Based on the analyzed data, the budget and actual results are compared and measures to address the gap are proposed.

[0844] Server: Provides users with proposals that include future risks.

[0845] User: Review the proposal and direct further revisions as needed.

[0846] Specific prompt examples:

[0847] "We want to increase investment in new projects this fiscal year."

[0848] "I'd like to know more about risk aversion scenarios."

[0849] This system enables companies to create efficient and accurate business plans and make strategic decisions quickly.

[0850] The flow of the identification process in the first embodiment will be described with reference to FIG.

[0851] Step 1:

[0852] A user accesses the system's website from a PC or mobile device and logs in. The input is the user's authentication information (username and password). The output is session information for successful authentication. For example, by entering the username "example_user" and password "example_password," an authentication confirmation message from the server is displayed.

[0853] Step 2:

[0854] After logging in, the user clicks the upload button on the screen and selects a business-related PowerPoint or Excel file. The input is the file to be uploaded. The output is a confirmation that the file has been transferred to the server. For example, select a file called "annual_report.xlsx" and upload it.

[0855] Step 3:

[0856] The server receives and saves the uploaded data. The input is the file transferred from the terminal. The output is the path to the saved data file. Specifically, it checks the file format (PPT, Excel, etc.) and saves it in the database.

[0857] Step 4:

[0858] The server uses an AI model to analyze the received documents. First, it uses a text analysis engine to extract text data, and then it uses a numerical analysis engine to extract data from tables and graphs. The input is the saved document file, and the output is the analyzed text data and numerical data. For example, the text analysis engine extracts keywords such as "sales target" and performs a numerical analysis of the sales data.

[0859] Step 5:

[0860] The server generates an initial draft business plan based on the analysis results. The input is the analyzed text data and numerical data. The output is the initial draft business plan. Using a generative AI model, the analysis results are formatted into budget plans, gap analyses, risk assessments, and competitive information. As a concrete example, "sales targets for this fiscal year" are set based on analyzed sales data.

[0861] Step 6:

[0862] The user checks the initial generated draft business plan on their terminal. The input is the draft business plan provided by the server. The output is the user's feedback and instructions. For example, a comment such as "I would like to increase investment in new projects this fiscal year."

[0863] Step 7:

[0864] The server receives input from the user, uses a natural language processing engine to understand the content, and then recreates the business plan. The input is the user's feedback and instructions, along with the original draft business plan. The output is a revised business plan, specifically, adjusting the budget allocation for new projects based on the user's instructions.

[0865] Step 8:

[0866] The server evaluates risk factors for the business plan and collects and integrates competitive information into the plan. The input is the revised business plan. The output is the final business plan with the risk assessment and competitive information added. The risk assessment engine analyzes market fluctuations and integrates competitor market share data as competitive information.

[0867] Step 9:

[0868] The server generates multiple scenarios (e.g., optimal, risk-averse, aggressive) based on the final business plan and provides them to the user. The input is the final business plan. The output is a selection of plans including the scenarios. For example, the optimal scenario suggests stable growth, while the aggressive scenario suggests market expansion.

[0869] Step 10:

[0870] The user checks the final business plan and each scenario on a terminal and provides feedback to the system. The input is the final evaluation of the scenario. The output is feedback and final confirmation. For example, a user can select "Proceed with the optimal scenario" and then create an action plan.

[0871] Through the above processing steps, a company can create an efficient and accurate business plan and make strategic decisions quickly.

[0872] (Application example 1)

[0873] 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."

[0874] Conventional business plan creation support systems are specialized for corporate accounting tasks, making it difficult to quickly create effective campaign plans and revenue forecasts in areas such as content distribution services. Furthermore, no systems exist that efficiently analyze past campaign data and support the optimization of revenue forecasts and distribution timing. This creates a need for fast and accurate strategic decision-making in content distribution services.

[0875] 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.

[0876] In this invention, the server includes means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for presenting a final business plan, means for uploading materials related to content distribution, and means for analyzing past campaign data and proposing revenue forecasts and optimal distribution timing, thereby enabling effective campaign planning and revenue forecasting in content distribution services.

[0877] "Terminal" means a device used to access the system to upload materials and enter business goals and requirements.

[0878] "Materials" are documents and files containing information such as budget, performance, and campaign data necessary for creating a business plan.

[0879] "Uploading" is the act of sending materials from a terminal to a server.

[0880] "Analysis" is the process of extracting and understanding data such as text, numbers, and graphs from uploaded materials.

[0881] The "initial business plan draft" is the first version of the business plan that is automatically generated based on the analysis results.

[0882] A "business goal" refers to a specific outcome or objective that a company wants to achieve.

[0883] "Specific requirements" are specific instructions or requests that users make to the system and that they want reflected in the business plan.

[0884] The "final business plan" is a plan based on an execution plan that is finalized after repeated user input and simulations.

[0885] "Content distribution" is the act of providing content such as video, audio, and text to users via the Internet.

[0886] "Campaign Data" means statistical information about past campaigns, such as views, revenue, and customer engagement.

[0887] "Revenue forecasting" refers to predicting future revenue based on analyzed data.

[0888] "Delivery timing" refers to a schedule for delivering content to users at the optimal time and date.

[0889] 1. System Overview

[0890] This invention is an AI tool to support business plan creation, particularly for improving the efficiency of campaign planning and revenue forecasting in content distribution services. The system analyzes materials and data uploaded from devices, and then simulates and generates business plans based on the analysis.

[0891] 2. System Configuration

[0892] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and smartphones and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[0893] 3. Uploading materials

[0894] User:

[0895] 1. Access the system from your PC or smartphone and log in.

[0896] 2. Use the upload feature to select and upload budget and performance files, as well as content distribution materials.

[0897] 3. Confirm that the materials have been uploaded.

[0898] 4. Analysis of the data

[0899] server:

[0900] 1. Analyze the data received from the device.

[0901] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[0902] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[0903] 5. Initial generation of business plan

[0904] server:

[0905] 1. Automatically generate an initial draft business plan based on the analysis results.

[0906] 2. Divide into categories: budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecasting and optimal delivery timing.

[0907] 3. Compare past performance with target data.

[0908] 6. Reflecting user input

[0909] User:

[0910] 1. Check the initial generated business plan draft on your device.

[0911] 2. Enter business goals and specific requirements into the system in natural language.

[0912] 3. Instruct the system on corrections and additions.

[0913] server:

[0914] 1. Parse and understand user input.

[0915] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0916] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[0917] 7. Add risk assessment and competitive information

[0918] server:

[0919] 1. Evaluate risk factors based on the business plan.

[0920] 2. Collect competitive information (market share, activity, technology trends, etc.) and integrate it into your plan.

[0921] 3. Add this information to your final business plan.

[0922] 8. Presenting plans and offering options

[0923] server:

[0924] 1. Generate a document to present the final business plan to the user.

[0925] 2. Provide a detailed explanation of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive strategy, etc.).

[0926] 9. Final User Review and Feedback

[0927] User:

[0928] 1. Check the presented plan and each scenario on your device.

[0929] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[0930] 3. Create an action plan based on the final plan.

[0931] Specific examples

[0932] Case 1: Campaign Planning and Revenue Forecasting

[0933] A user uploads a CSV file containing data from past campaigns to the system. The server parses the file and extracts key statistics such as views, revenue, and customer engagement. The system then generates an initial campaign plan and revenue forecast based on the analysis. The user inputs a directive into the system, such as "I want to increase the proportion of video content in my next campaign." The server reflects this directive, generates a new plan, and presents the final campaign plan and revenue forecast to the user.

[0934] Example prompt: "We'd like to increase the proportion of video content in our next campaign."

[0935] The flow of the specific processing in the application example 1 will be described with reference to FIG.

[0936] Step 1:

[0937] User: Accesses and logs in to the system using a PC or smartphone.

[0938] Input: User ID and password

[0939] Output: Login success message and system home screen

[0940] Step 2:

[0941] Users: Use the upload feature to upload budget and performance files, as well as content distribution materials.

[0942] Input: File (CSV, Excel, etc.)

[0943] Output: File upload successful message

[0944] Step 3:

[0945] Server: Analyzes the documents received from the device. Using an AI model, it extracts information such as text, numbers, and graphs from the documents, extracts important keywords and topics using a text analysis engine, and analyzes data in tables and graphs using a numerical analysis engine.

[0946] Input: Uploaded file

[0947] Output: Analysis results (extracted text, numbers, graphs)

[0948] Step 4:

[0949] Server: Automatically generate an initial draft business plan based on the analysis results, categorizing the results into budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecast and optimal delivery timing.

[0950] Input: Analysis results

[0951] Output: Initial business plan draft

[0952] Step 5:

[0953] User: View the initial business plan draft on a terminal, enter business goals and specific requirements into the system in natural language, and instruct the system on any corrections or additions.

[0954] Input: Business goals and specific requirements (natural language)

[0955] Output: User input data

[0956] Step 6:

[0957] Server: Analyzes and understands the user input. It then uses the generative AI model to generate a new business plan and makes any necessary adjustments based on the user input.

[0958] Input: User input data

[0959] Output: An improved draft business plan

[0960] Step 7:

[0961] Server: Evaluate risk factors based on the improved draft business plan, gather competitive intelligence and integrate it into the business plan. Recommend revenue forecasts and optimal delivery timing.

[0962] Input: Improved draft business plan

[0963] Output: A final business plan that integrates risk factors and competitive information

[0964] Step 8:

[0965] Server: Presents the final business plan to the user and offers options including multiple scenarios (optimal, risk-averse, aggressive strategy, etc.).

[0966] Input: Final business plan

[0967] Output: Final business plan document and scenario options

[0968] Step 9:

[0969] User: Review the proposed plans and scenarios, provide final feedback to the system, and request further revisions or simulations.

[0970] Input: Final feedback and correction instructions

[0971] output: A finalized business plan

[0972] 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.

[0973] 1. System Overview

[0974] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates business plans based on them. Furthermore, by combining it with an emotion engine that recognizes the user's emotions, it provides more appropriate and flexible business plans.

[0975] 2. System Configuration

[0976] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input. The emotion engine recognizes emotions from user input data and operations, and feeds the results back to the server.

[0977] 3. Uploading materials

[0978] User:

[0979] 1. Access the system from your PC or mobile device and log in.

[0980] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[0981] 3. Confirm that the materials have been uploaded.

[0982] 4. Analysis of the data

[0983] server:

[0984] 1. Receive the data from the device and temporarily store it in storage.

[0985] 2. The multimodal AI model is activated to analyze the content of the uploaded document, including text, numerical data, and graphs.

[0986] 5. Initial generation of business plan

[0987] server:

[0988] 1. Automatically generate an initial draft business plan based on the analysis results.

[0989] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[0990] 3. Compare past performance with target data.

[0991] 6. Reflecting user input

[0992] User:

[0993] 1. Check the initial generated business plan draft on your device.

[0994] 2. Enter business goals and specific requirements into the system in natural language.

[0995] 3. Instruct the system on corrections and additions.

[0996] server:

[0997] 1. Parse and understand user input.

[0998] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[0999] 7. Introducing the Emotion Engine

[1000] Emotion Engine:

[1001] 1. Analyze the user's input data and operations to recognize their emotional state.

[1002] 2. Feedback the recognized emotional state to the server.

[1003] server:

[1004] 1. Adjust your business plan based on feedback from the emotion engine.

[1005] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[1006] 8. Adding risk assessment and competitive information

[1007] server:

[1008] 1. Evaluate risk factors based on the business plan.

[1009] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[1010] 3. Add this information to your final business plan.

[1011] 9. Presenting plans and offering options

[1012] server:

[1013] 1. Generate a document to present the final business plan to the user.

[1014] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[1015] 10. User Final Review and Feedback

[1016] User:

[1017] 1. Check the presented plan and each scenario on your device.

[1018] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[1019] 3. Create an action plan based on the final plan.

[1020] Specific examples

[1021] Case 1: Creating an annual budget

[1022] User:

[1023] 1. Upload the Excel file to the system.

[1024] server:

[1025] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[1026] User:

[1027] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[1028] Emotion Engine:

[1029] 4. Analyze the user's emotions (e.g., eager, cautious, etc.) while they are inputting and provide feedback to the server.

[1030] server:

[1031] 5. Reflecting the instructions and feedback from the emotion engine, regenerate the plan with adjusted budget allocation for new projects.

[1032] server:

[1033] 6. Present the final budget proposal to the user.

[1034] Case 2: Check actual results

[1035] User:

[1036] 1. Upload a PowerPoint presentation summarizing monthly performance.

[1037] server:

[1038] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[1039] Emotion Engine:

[1040] 3. Analyze the user's reaction to the suggestion and feed back their emotional state to the server.

[1041] server:

[1042] 4. Adjust risk assessment and proposals based on feedback and provide revised proposals.

[1043] User:

[1044] 5. Review the proposal and direct further revisions.

[1045] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and to make flexible and fast strategic decisions that take into account the emotional state of the target.

[1046] The processing flow will be explained below.

[1047] Step 1:

[1048] User: Accesses the system from a PC or mobile device and logs in.

[1049] Step 2:

[1050] User: Use the upload function to select budget and performance documents (PPT and Excel files) and upload them to the system.

[1051] Step 3:

[1052] Server: Temporarily stores data received from the device.

[1053] Step 4:

[1054] Server: Launches a multimodal AI model to analyze the contents of the uploaded documents. Specifically, the text analysis engine extracts keywords and topics from the documents, and the numerical analysis engine extracts data for tables and graphs.

[1055] Step 5:

[1056] Server: Integrates analysis results to generate an initial draft business plan, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[1057] Step 6:

[1058] User: Check the initial generated business plan draft on the device.

[1059] Step 7:

[1060] Users: Enter their business goals and specific requirements into the system in natural language.

[1061] Step 8:

[1062] Server: Receives input from the user and parses it.

[1063] Step 9:

[1064] Server: Regenerates the business plan based on the user's requirements. Repeats simulations as necessary to determine the optimal plan.

[1065] Step 10:

[1066] Server: Evaluate risk factors based on analyzed data, collect competitive information and incorporate it into business plans.

[1067] Step 11:

[1068] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[1069] Step 12:

[1070] Server: Generates detailed documentation to present the final business plan.

[1071] Step 13:

[1072] Server: Provides multiple scenarios (optimal scenario, risk-averse scenario, aggressive scenario, etc.) based on the proposed business plan.

[1073] Step 14:

[1074] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[1075] Step 15:

[1076] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[1077] Step 16:

[1078] Emotion engine: Analyzes user input data and actions to recognize emotional states.

[1079] Step 17:

[1080] Emotion engine: Feedback the recognized emotional state to the server.

[1081] Step 18:

[1082] Server: Adjust your business plan based on feedback from the emotion engine.

[1083] Step 19:

[1084] Server: Adaptively change the content and presentation of the business plan based on the recognized emotions.

[1085] Specific examples

[1086] Case 1: Creating an annual budget

[1087] Step 1:

[1088] User: Uploads an Excel file to the system.

[1089] Step 2:

[1090] Server: Analyzes the file, compares it with last year's actual results, and generates a draft budget for the current year.

[1091] Step 3:

[1092] User: Gives instructions such as, "I want to increase investment in new projects this year."

[1093] Step 4:

[1094] Emotion engine: Analyzes the emotions (e.g., eager, cautious, etc.) of the user while they are inputting and provides feedback to the server.

[1095] Step 5:

[1096] Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[1097] Step 6:

[1098] Server: Presents the final budget proposal to the user.

[1099] Case 2: Check actual results

[1100] Step 1:

[1101] User: Upload a PowerPoint presentation summarizing monthly performance.

[1102] Step 2:

[1103] Server: Based on the analyzed data, compares the budget with the actual results and generates gap-fill proposals.

[1104] Step 3:

[1105] Emotion engine: Analyzes the user's reaction to the suggestions and feeds back their emotional state to the server.

[1106] Step 4:

[1107] Server: Adjusts risk assessment and proposals based on feedback and provides revisions.

[1108] Step 5:

[1109] User: Review the proposal and direct further revisions.

[1110] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and enables fast, flexible strategic decision-making that takes into account the emotional state of users.

[1111] Example 2

[1112] 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."

[1113] Creating a business plan requires analyzing a huge amount of data and generating it quickly and accurately. It also requires adjustments based on the user's emotions and specific needs, but existing systems have been unable to do this efficiently.

[1114] The specific processing by the specific 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 means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for analyzing the user's input data and operations and recognizing the user's emotional state, means for adjusting the business plan based on the recognized emotional state, and means for presenting the final business plan. This enables the rapid creation and adjustment of a business plan based on the materials and requirements provided by the user.

[1115] A "terminal" is a hardware device that allows a user to access and operate the system, and includes PCs and mobile devices.

[1116] "Budget and performance documents" are documents containing data showing a company's budget situation and performance, and specifically include PowerPoint and Excel files.

[1117] "Means for uploading" refers to the function for sending materials from a terminal to a server.

[1118] "Means for analysis" refers to the function by which the server analyzes the contents of uploaded materials and extracts data such as text, numbers, and graphs.

[1119] "Means for generating an initial business plan draft" refers to a function for automatically creating an initial business plan draft based on the analysis results.

[1120] "Means for inputting business goals and specific requirements" refers to an interface through which a user inputs goals and specific requirements related to a business plan into the system.

[1121] "Means for regenerating" refers to the function of recreating and adjusting the business plan based on input from the user.

[1122] "Means for recognizing emotional states" refers to technology that analyzes a user's input data and operations to identify the user's emotions.

[1123] "Means to adjust" refers to the ability to dynamically change the content of the business plan based on the perceived emotional state.

[1124] The "means for presenting the final business plan" refers to a function for displaying the final business plan to the user.

[1125] "Means for assessing risk factors" refers to a function for assessing risk elements included in a business plan based on analyzed data.

[1126] "Means of collecting competitive information and incorporating it into business plans" refers to the function of collecting competitive information such as market share and activity status from the Internet, etc., and incorporating it into business plans.

[1127] "Means for generating multiple scenarios" refers to a function that creates multiple different scenarios based on a business plan and provides them to the user as options.

[1128] MODE FOR CARRYING OUT THE INVENTION

[1129] This invention is a system for supporting the creation of business plans, and aims to improve the efficiency of accounting-related tasks in particular. This system is implemented using the following components and methods.

[1130] System Overview

[1131] This system analyzes documents uploaded via terminals (PCs or mobile devices) on a server and generates business plans. It also combines an emotion engine to recognize users' emotions and provide more appropriate and flexible business plans. The system includes the following main elements:

[1132] 1. Terminal (PC or mobile device)

[1133] A hardware device that allows users to access and operate the system.

[1134] 2. Server

[1135] The system analyzes uploaded materials, generates business plans, and regenerates them based on user feedback. The specific software used is a multimodal AI model (e.g., GPT-4).

[1136] 3. Emotion Engine

[1137] This is an engine that analyzes the user's input data and operations to recognize their emotional state. For example, IBM Watson Tone Analyzer is used.

[1138] Uploading materials

[1139] User:

[1140] 1. The user accesses the system from a PC or mobile device and logs in.

[1141] 2. Use the upload function to select and upload budget and performance documents (PPT or Excel files).

[1142] 3. Verify that the upload is complete.

[1143] Analysis of data

[1144] server:

[1145] 1. The server temporarily stores the data received from the terminal.

[1146] 2. Launch a multimodal AI model (e.g., GPT-4) to analyze the content of the uploaded material (text, numerical data, graphs, etc.).

[1147] Generate a business plan

[1148] server:

[1149] 1. Automatically generate an initial draft business plan based on the analysis results.

[1150] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[1151] Reflecting user input

[1152] User:

[1153] 1. The user checks the initially generated business plan draft on the terminal.

[1154] 2. Enter business goals and specific requirements into the system in natural language.

[1155] 3. Instruct the system on corrections and additions.

[1156] server:

[1157] 1. Use a natural language processing (NLP) engine to parse input from the user.

[1158] 2. Regenerate the business plan based on your input and make any necessary adjustments.

[1159] Introducing the Emotion Engine

[1160] Emotion Engine:

[1161] 1. Analyze the user's input data and operations to recognize their emotional state.

[1162] 2. Feedback the recognized emotional state to the server.

[1163] server:

[1164] 1. Adjust your business plan based on feedback from the emotion engine.

[1165] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[1166] Examples of specific examples and prompts

[1167] Case 1: Creating an annual budget

[1168] 1. User: Uploads an Excel file to the system.

[1169] Sample prompt: "I'm uploading a file with my annual budget. Can you compare it with last year's actual data and create a budget proposal for this year?"

[1170] 2. Server: Analyzes the file and generates a draft budget for the current fiscal year based on the actual data from the previous fiscal year.

[1171] 3. User: Gives instructions such as, "I would like to increase investment in new projects this year."

[1172] Sample prompt: "We would like to allocate a large amount of budget to a new project this fiscal year. Can you suggest a specific allocation?"

[1173] 4. Emotion engine: Analyzes the emotions of the user while they are typing and provides feedback to the server.

[1174] Example prompt: "The user is expressing a motivated emotion."

[1175] 5. Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[1176] Example prompt: "We have taken the emotional feedback into account. We will take a more budgetary approach to new projects."

[1177] 6. Server: Presents the final budget proposal to the user.

[1178] Example prompt: "I've created a budget proposal with increased investment in new projects. Please review it."

[1179] Case 2: Check actual results

[1180] 1. User: Upload a PowerPoint presentation summarizing monthly performance.

[1181] Example prompt: "I have uploaded a presentation of my monthly performance. Please analyze the gap between the forecast and actual results."

[1182] 2. Server: Analyzes data, compares budgets to actual results, and generates gap-fill proposals.

[1183] 3. Emotion engine: Analyzes the emotions of the user who receives the suggestion and provides feedback to the server.

[1184] Example prompt: "Users expressed positive sentiment toward the suggestion."

[1185] 4. Server: Adjusts risk assessment and recommendations based on feedback and provides revisions.

[1186] Sample prompt: "We have incorporated the positive feedback and generated a revised proposal."

[1187] 5. User: Review the proposal and direct further revisions.

[1188] Example prompt: "I've reviewed your proposal. There are some changes. Please make the changes again."

[1189] As described above, this system provides advanced analytical capabilities and a business plan creation function that takes user emotions into consideration, thereby significantly improving the accuracy and efficiency of business plans.

[1190] The flow of the identification process in the second embodiment will be described with reference to FIG.

[1191] The flow of this system's program processing

[1192] Step 1: Login and Access

[1193] User:

[1194] 1. The user accesses the system from a PC or mobile device and opens the login page.

[1195] 2. Enter your credentials (username, password) on the login page and click the "Login" button.

[1196] 3. The server receives the credentials and checks them against a database.

[1197] 4. If authentication is successful, the server generates the user's homepage and sends it to the terminal.

[1198] Input: User credentials (username, password)

[1199] Output: Authentication result, user's homepage

[1200] What happens: When a user logs in, the server checks the credentials against the database. If authentication is successful, the user's home page is sent to the device.

[1201] Step 2: Upload your materials

[1202] User:

[1203] 1. The user clicks the "Upload" button on the home page to open the upload window.

[1204] 2. The user selects budget and performance documents (PPT or Excel files) from the upload window and clicks the "Upload" button.

[1205] 3. Verify that the upload is complete.

[1206] Device:

[1207] 1. The device sends the selected file to the server.

[1208] server:

[1209] 1. The server receives the data sent from the terminal and stores it in storage.

[1210] 2. The server notifies the user that the material has been successfully uploaded.

[1211] Input: User-selected materials (PPT or Excel files)

[1212] Output: Upload completion notification

[1213] Specific operation: When a user uploads a document, the device sends the file to the server, and the server receives it and stores it in storage.

[1214] Step 3: Analyze the material

[1215] server:

[1216] 1. The server launches a multimodal AI model (e.g., GPT-4) to analyze the received material.

[1217] 2. The AI ​​model scans the document's text, numerical data, graphs, etc. and outputs it as structured data.

[1218] 3. Save the analysis results and prepare for the generation of an initial business plan.

[1219] Input: Uploaded materials

[1220] Output: Analysis results (structured data)

[1221] Specific operation: The server analyzes the document using a multimodal AI model and extracts text, numerical data, and graphs.

[1222] Step 4: Initial generation of business plan

[1223] server:

[1224] 1. Automatically generate an initial draft business plan based on the analysis results.

[1225] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[1226] Input: Analysis results of data

[1227] Output: Initial business plan draft

[1228] Specific operation: Based on the analysis results of the documents, the server automatically generates an initial draft of the business plan and organizes it into various categories.

[1229] Step 5: Reflecting user input

[1230] User:

[1231] 1. The user checks the initially generated business plan draft on the terminal.

[1232] 2. Enter business goals and specific requirements into the system in natural language.

[1233] 3. Instruct the system on corrections and additions.

[1234] server:

[1235] 1. The server uses a natural language processing (NLP) engine to parse the input from the user.

[1236] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[1237] Input: Your business goals and specific requirements

[1238] Output: Revised business plan

[1239] Specific operation: Upon receiving instructions from the user, the server uses an NLP engine to analyze the input and regenerate the business plan.

[1240] Step 6: Implementing the Emotion Engine

[1241] Emotion Engine:

[1242] 1. Analyze the user's input data and operations to recognize their emotional state.

[1243] 2. Feedback the recognized emotional state to the server.

[1244] server:

[1245] 1. The server receives feedback from the emotion engine and adjusts the content and presentation of the business plan.

[1246] Input: User input data and operations

[1247] Output: Emotion engine feedback

[1248] How it works: The emotion engine analyzes emotions from user input and actions and sends feedback to the server, which then adjusts the plan accordingly.

[1249] Step 7: Add risk assessment and competitive information

[1250] server:

[1251] 1. Evaluate risk factors based on your business plan.

[1252] 2. Gather competitive information, such as market share and activity, and integrate it into your business plan.

[1253] Input: Business plan, competitive intelligence data

[1254] Output: A revised business plan with assessed risk factors

[1255] What happens: The server evaluates the risks in the business plan and updates the plan with competitive information.

[1256] Step 8: Present your plan and offer options

[1257] server:

[1258] 1. Generate a document to present the final business plan to the user.

[1259] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[1260] Enter: Revised business plan

[1261] Output: Business plan document for presentation, scenario options

[1262] Specific operation: The server generates the final business plan in a format such as PDF and provides multiple scenarios to the user.

[1263] Step 9: Final user review and feedback

[1264] User:

[1265] 1. Check the presented plan and scenario on your device.

[1266] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[1267] 3. Create an action plan based on the final plan.

[1268] Input: Proposed plan and each scenario

[1269] Output: User feedback, final revision requests

[1270] What happens: The user reviews the final business plan and provides feedback if necessary, which the server then uses to make further revisions.

[1271] (Application example 2)

[1272] 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."

[1273] Conventional business plan creation support systems have difficulty responding flexibly to user emotions, and in factory production management, generating efficient production schedules has been difficult. In particular, there is a need for risk assessment of production lines and rapid responses to requests from on-site supervisors, but this is difficult to achieve with current systems. Because they are unable to make proposals that take emotions into account or make immediate adjustments, it is difficult to create optimal business plans and production plans.

[1274] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 2 is realized by the following means.

[1275] In this invention, the server includes means for recognizing emotions from user input data and operations, means for adjusting business plans based on the recognized emotional state, and means for analyzing data from the production management system and generating an optimal production schedule. This enables the generation of flexible business plans that take the user's emotional state into consideration and the formulation of efficient production plans that quickly respond to the requests of site supervisors and operators.

[1276] A "terminal" is a device operated by a user, and includes PCs, mobile terminals, etc.

[1277] "Materials" refers to data and documents related to business plan creation and production schedules, including text, numbers, graphs, Excel files, etc.

[1278] "Analysis" is the process of extracting information from uploaded materials and understanding and processing it according to the purpose.

[1279] A business plan is a concrete action plan that translates a company's goals and strategies into a budget plan, gap analysis, risk assessment, competitive information, and other elements.

[1280] An "emotion engine" is an algorithm or system that analyzes a user's input data and operations and recognizes their emotional state.

[1281] A "production management system" is a system for managing and optimizing production activities within a factory, and includes sensor data and production schedules.

[1282] "Suggestions" refer to recommendations or courses of action generated based on analysis results and perceived sentiment.

[1283] A "scenario" is a set of multiple options or simulation models created based on a business plan or production plan.

[1284] "Risk factors" refer to problems or obstacles that may arise in business or production plans, and they need to be evaluated and managed.

[1285] "Competitive information" is data about competitors in the market, including their activities, market share, technology trends, etc.

[1286] This invention is an AI tool that analyzes corporate documents and generates and regenerates business plans. It combines an emotion engine to recognize the user's emotions and adaptively change the content and presentation method of the business plan.

[1287] 1. System Overview

[1288] The system mainly consists of a terminal operated by the user, a server that analyzes materials and generates plans, and an emotion engine that recognizes the user's emotions.

[1289] 2. Uploading and analyzing materials

[1290] Users upload documents related to budgets and business performance from their devices. The server analyzes the uploaded documents and extracts data such as text, numbers, and graphs. The analysis is performed using data analysis libraries such as Pandas.

[1291] 3. Initial generation of business plan

[1292] The server uses a generative AI model to generate an initial draft business plan based on the extracted data, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[1293] 4. Emotional Engine Adjustment

[1294] When a user inputs their business goals and specific requirements into the device, the server analyzes the information and recreates the business plan. During this process, an emotion engine recognizes emotions from the user's input data and actions, and adjusts the content of the business plan based on that feedback. This emotion engine utilizes the EmotionRecognition library.

[1295] 5. Linking with production management systems

[1296] It can also be linked to factory robots and production management systems. The server analyzes data from the production management system and generates optimal production schedules. For example, it has the ability to collect sensor data from the production line and quickly detect risk factors and implement countermeasures.

[1297] 6. Final presentation to the user

[1298] The final business plan and production schedule are presented to the user via a terminal, where the user can review the proposal and provide feedback if necessary.

[1299] Specific examples

[1300] For example, if a user instructs the system that "I want to increase investment in a new project this fiscal year," the emotion engine will recognize the user's motivated emotions. Based on that feedback, the server will make more detailed adjustments to the budget allocation for the new project.

[1301] Examples of prompt statements

[1302] You can enter the required information into the system using prompts like the following:

[1303] "I want to upload factory production data (.xlsx) and optimize the work order more efficiently."

[1304] This system improves the accuracy of corporate planning and operational efficiency, and supports flexible strategic decision-making that takes user emotions into account.

[1305] The flow of the specific processing in the application example 2 will be described with reference to FIG.

[1306] Step 1:

[1307] Users upload documents related to budgets and business performance from their terminals. Specifically, they select and upload Excel files, PPT files, etc. to the system. The input is the documents related to budgets and business performance to be uploaded, and the output is the document data sent to the server.

[1308] Step 2:

[1309] The server receives the uploaded materials and temporarily stores them in storage. The input is the material data sent by the user, and the output is the data stored in the server's storage. Specifically, the data is prepared in a state that can be analyzed using an appropriate method depending on the file format.

[1310] Step 3:

[1311] The server analyzes the materials and extracts data such as text, numbers, and graphs. A data analysis library (such as Pandas) is used for this process. The input is the material data stored in the server's storage, and the output is the extracted data such as text, numbers, and graphs. The server inputs this data into an analysis engine and extracts the required information.

[1312] Step 4:

[1313] The server generates an initial draft business plan using a generative AI model. The input is the data analyzed and extracted in step 3, and the output is the initial draft business plan. Specifically, the AI ​​model generates a business plan based on the data, including a budget plan, gap analysis, risk assessment, and competitive information.

[1314] Step 5:

[1315] Users input business goals and specific requests into the system in natural language from a terminal. The input is the business goal or request entered by the user, and the output is the information sent to the server. Specifically, users provide text-based instructions using the input interface on their terminal.

[1316] Step 6:

[1317] The server analyzes the information entered by the user and regenerates the business plan. The input is the user's business goals and requirements, and the output is the regenerated business plan. The analysis uses natural language processing libraries and dedicated AI models.

[1318] Step 7:

[1319] The server uses an emotion engine to recognize emotions from user input data and operations. The input is the user's text input and operation data, and the output is the recognized emotional state. Specifically, emotions are analyzed using the EmotionRecognition library.

[1320] Step 8:

[1321] The server adjusts the business plan based on the recognized emotional state. The input is the emotional feedback obtained from the emotion engine, and the output is the adjusted business plan. The server then runs the AI ​​model again to adaptively change the content and presentation depending on the emotion.

[1322] Step 9:

[1323] The server analyzes data from the production management system and generates an optimal production schedule. The input is sensor data and production information from the production management system, and the output is an optimized production schedule. Specifically, it performs risk assessment based on the production management data and takes countermeasures.

[1324] Step 10:

[1325] The server presents the final business plan and production schedule to the user via a terminal. The input is the adjusted business plan and optimized production schedule, and the output is the final document presented to the user. The user reviews the presentation and provides final feedback as needed.

[1326] 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.

[1327] 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.

[1328] 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.

[1329] [Third embodiment]

[1330] FIG. 5 shows an example of the configuration of a data processing system 310 according to the third embodiment.

[1331] 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.

[1332] 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).

[1333] 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.

[1334] 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.

[1335] 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).

[1336] 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.

[1337] 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.

[1338] 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.

[1339] 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.

[1340] 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.

[1341] 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."

[1342] 1. System Overview

[1343] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates a business plan based on that analysis.

[1344] 2. System Configuration

[1345] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[1346] 3. Uploading materials

[1347] User:

[1348] 1. Access the system from your PC or mobile device and log in.

[1349] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[1350] 3. Confirm that the materials have been uploaded.

[1351] 4. Analysis of the data

[1352] server:

[1353] 1. Analyze the data received from the device.

[1354] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[1355] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[1356] 5. Initial generation of business plan

[1357] server:

[1358] 1. Automatically generate an initial draft business plan based on the analysis results.

[1359] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[1360] 3. Compare past performance with target data.

[1361] 6. Reflecting user input

[1362] User:

[1363] 1. Check the initial generated business plan draft on your device.

[1364] 2. Enter business goals and specific requirements into the system in natural language.

[1365] 3. Instruct the system on corrections and additions.

[1366] server:

[1367] 1. Parse and understand user input.

[1368] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[1369] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[1370] 7. Add risk assessment and competitive information

[1371] server:

[1372] 1. Evaluate risk factors based on the business plan.

[1373] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[1374] 3. Add this information to your final business plan.

[1375] 8. Presenting plans and offering options

[1376] server:

[1377] 1. Generate a document to present the final business plan to the user.

[1378] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[1379] 9. Final User Review and Feedback

[1380] User:

[1381] 1. Check the presented plan and each scenario on your device.

[1382] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[1383] 3. Create an action plan based on the final plan.

[1384] Specific examples

[1385] Case 1: Creating an annual budget

[1386] User:

[1387] 1. Upload the Excel file to the system.

[1388] server:

[1389] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[1390] User:

[1391] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[1392] server:

[1393] 4. Regenerate the plan with the new project budget adjusted to reflect your instructions.

[1394] server:

[1395] 5. Present the final budget proposal to the user.

[1396] Case 2: Check actual results

[1397] User:

[1398] 1. Upload a PowerPoint presentation summarizing monthly performance.

[1399] server:

[1400] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[1401] server:

[1402] 3. Provide users with the proposal, including future risks.

[1403] User:

[1404] 4. Review the proposal and direct further revisions as necessary.

[1405] This system enables companies to achieve high levels of planning accuracy and operational efficiency, enabling them to make strategic decisions quickly.

[1406] The processing flow will be explained below.

[1407] Step 1:

[1408] User: Accesses the system from a PC or mobile device and logs in.

[1409] Step 2:

[1410] User: Use the upload function to select and upload PPT or Excel documents to the system.

[1411] Step 3:

[1412] Server: Receives data from the device and temporarily stores it in storage.

[1413] Step 4:

[1414] Server: Runs a multimodal AI model to analyze the content of uploaded materials, including text, numerical data, and graphs.

[1415] Step 5:

[1416] Server: The text analysis engine extracts important keywords and topics from the material.

[1417] Step 6:

[1418] Server: The numerical analysis engine extracts data for tables and graphs and compares it with past data.

[1419] Step 7:

[1420] Server: Integrates the analysis results and generates an initial draft business plan.

[1421] Step 8:

[1422] Server: Develop a business plan that includes budget planning, gap analysis, risk assessment, and competitive intelligence.

[1423] Step 9:

[1424] User: Check the initial generated business plan draft on the device.

[1425] Step 10:

[1426] Users: Enter their business goals and specific requirements into the system in natural language.

[1427] Step 11:

[1428] Server: Parses and understands user input.

[1429] Step 12:

[1430] Server: Regenerates the business plan based on the user's requirements.

[1431] Step 13:

[1432] Server: Repeats the simulation and determines the best plan for the user's request.

[1433] Step 14:

[1434] Server: Evaluates risk factors based on analyzed data.

[1435] Step 15:

[1436] Server: Collect competitive information (market share, activity, technology trends) and incorporate it into your business plan.

[1437] Step 16:

[1438] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[1439] Step 17:

[1440] Server: Presents the final business plan to the user and generates detailed documentation.

[1441] Step 18:

[1442] Server: Provides multiple scenarios based on the proposed plan (optimal scenario, risk-averse scenario, aggressive scenario).

[1443] Step 19:

[1444] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[1445] Step 20:

[1446] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[1447] Example 1

[1448] 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."

[1449] Creating and evaluating business plans is a time-consuming and labor-intensive task that typically requires analyzing vast amounts of data and a great deal of manual work. It is particularly difficult to extract useful data from budgets and performance documents and create effective plans based on them. A comprehensive analysis, including competitive information and risk factors, is also essential, and these elements must be reflected quickly and accurately. Furthermore, it is necessary to provide multiple scenarios for the created plans, allowing users to make optimal choices. Efficient methods for resolving these challenges are needed.

[1450] 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.

[1451] In this invention, the server includes a means for uploading financial and efficiency-related documents from a terminal, a means for analyzing the uploaded documents and extracting data such as text, figures, and charts, and a means for generating an initial business plan draft based on the analysis results, thereby automating the business plan creation process and enabling it to be executed quickly and efficiently.

[1452] A "terminal" is an electronic device operated by a user, such as a personal computer or mobile device.

[1453] A "server" is a computer system that performs primary information processing such as analyzing documents and generating and regenerating business plans.

[1454] "Materials" are documents or files (e.g., PowerPoint, Excel) that contain data on budgets and performance necessary for creating a business plan.

[1455] "Analysis" is the process of extracting and understanding the necessary information (text, numbers, charts, etc.) from the uploaded materials.

[1456] An "AI model" is a computational model that uses artificial intelligence technology to analyze data and generate business plans.

[1457] A "draft business plan" is a preliminary business plan created based on the analysis results.

[1458] "Competitive information" is external data that affects business plans, such as competitors' market shares, activities, and technological trends.

[1459] "Risk factors" are elements that may hinder the achievement of business plans (e.g., market fluctuations, external factors).

[1460] "Scenarios" refer to multiple future developments (e.g., optimal, risk-averse, aggressive, etc.) predicted based on a business plan.

[1461] "Choices" are different scenarios or plan options provided to users to select the most suitable business plan.

[1462] 1. System Overview

[1463] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system automatically analyzes documents uploaded by users and generates effective business plans based on them. It also has the ability to regenerate plans based on user input and provide multiple scenarios.

[1464] 2. System Configuration

[1465] The system mainly consists of three elements: terminals, servers, and users. Terminals include personal computers and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials and generates and regenerates business plans.

[1466] 3. Hardware and Software Configuration

[1467] Terminals: personal computers, mobile devices

[1468] Server: High-performance computer system

[1469] Software: Web browser (used on the device), various analysis engines (text analysis engine, numerical analysis engine), generative AI model

[1470] The server analyzes the documents and generates a business plan in the following steps:

[1471] 1. Uploading materials

[1472] User: Accesses the system website from a PC or mobile device and logs in. Uses the upload function to upload documents (e.g., PowerPoint or Excel files) to the server. The files are transferred from the device to the server and saved.

[1473] 2. Analysis of the data

[1474] Server: Receives the uploaded materials and analyzes the text, numbers, and charts in the materials using a text analysis engine and a numerical analysis engine. For example, the text analysis engine extracts important keywords and topics from the materials, and the numerical analysis engine analyzes data in tables and graphs.

[1475] 3. Initial generation of business plan

[1476] Server: Generates an initial draft business plan based on the analysis results. Generative AI models are used to format the data and create a logical structure. The business plan is divided into categories such as budget planning, gap analysis, risk assessment, and competitive intelligence. It also compares past performance data with target data.

[1477] 4. Reflecting user input

[1478] User: Checks the initial generated business plan draft on the terminal. Enters business goals and specific requests (e.g., "I would like to add a new marketing strategy this fiscal year") into the system in natural language and clicks the "Apply" button. The input is sent to the server.

[1479] Server: The natural language processing engine uses the received input to understand it and regenerates the business plan based on the instructions, adjusting the budget and resource allocation for the new marketing strategy.

[1480] 5. Add risk assessment and competitive information

[1481] Server: Evaluates risk factors for each section of the business plan. Analyzes market fluctuations and external factors using a risk assessment engine. Also, collects competitive information such as competitors' market share, activity status, and technology trends, and integrates it into the business plan.

[1482] 6. Presenting plans and offering options

[1483] Server: Generates a document to present the final business plan to the user. The document is output in PDF or PPT format. The server also presents the details of the plan and multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[1484] 7. Final User Review and Feedback

[1485] User: Checks the final business plan and each scenario on the terminal. Compares each scenario and selects the most appropriate one. If necessary, provides final feedback to the system and requests further revisions or simulations. Finally, creates an action plan based on the finalized plan.

[1486] Specific examples

[1487] Case 1: Creating an annual budget

[1488] User: Uploads an Excel file to the system.

[1489] Server: Analyzes the file and generates a draft budget for the current year, comparing it with last year's actual results.

[1490] User: Gives instructions such as, "I would like to increase investment in new projects this year."

[1491] Server: Reflects the instructions, regenerates the plan with the budget allocation adjusted for the new project, and presents the final budget proposal to the user.

[1492] Case 2: Check actual results

[1493] User: Upload a PowerPoint presentation summarizing monthly performance.

[1494] Server: Based on the analyzed data, the budget and actual results are compared and measures to address the gap are proposed.

[1495] Server: Provides users with proposals that include future risks.

[1496] User: Review the proposal and direct further revisions as needed.

[1497] Specific prompt examples:

[1498] "We want to increase investment in new projects this fiscal year."

[1499] "I'd like to know more about risk aversion scenarios."

[1500] This system enables companies to create efficient and accurate business plans and make strategic decisions quickly.

[1501] The flow of the identification process in the first embodiment will be described with reference to FIG.

[1502] Step 1:

[1503] A user accesses the system's website from a PC or mobile device and logs in. The input is the user's authentication information (username and password). The output is session information for successful authentication. For example, by entering the username "example_user" and password "example_password," an authentication confirmation message from the server is displayed.

[1504] Step 2:

[1505] After logging in, the user clicks the upload button on the screen and selects a business-related PowerPoint or Excel file. The input is the file to be uploaded. The output is a confirmation that the file has been transferred to the server. For example, select a file called "annual_report.xlsx" and upload it.

[1506] Step 3:

[1507] The server receives and saves the uploaded data. The input is the file transferred from the terminal. The output is the path to the saved data file. Specifically, it checks the file format (PPT, Excel, etc.) and saves it in the database.

[1508] Step 4:

[1509] The server uses an AI model to analyze the received documents. First, it uses a text analysis engine to extract text data, and then it uses a numerical analysis engine to extract data from tables and graphs. The input is the saved document file, and the output is the analyzed text data and numerical data. For example, the text analysis engine extracts keywords such as "sales target" and performs a numerical analysis of the sales data.

[1510] Step 5:

[1511] The server generates an initial draft business plan based on the analysis results. The input is the analyzed text data and numerical data. The output is the initial draft business plan. Using a generative AI model, the analysis results are formatted into budget plans, gap analyses, risk assessments, and competitive information. As a concrete example, "sales targets for this fiscal year" are set based on analyzed sales data.

[1512] Step 6:

[1513] The user checks the initial generated draft business plan on their terminal. The input is the draft business plan provided by the server. The output is the user's feedback and instructions. For example, a comment such as "I would like to increase investment in new projects this fiscal year."

[1514] Step 7:

[1515] The server receives input from the user, uses a natural language processing engine to understand the content, and then recreates the business plan. The input is the user's feedback and instructions, along with the original draft business plan. The output is a revised business plan, specifically, adjusting the budget allocation for new projects based on the user's instructions.

[1516] Step 8:

[1517] The server evaluates risk factors for the business plan and collects and integrates competitive information into the plan. The input is the revised business plan. The output is the final business plan with the risk assessment and competitive information added. The risk assessment engine analyzes market fluctuations and integrates competitor market share data as competitive information.

[1518] Step 9:

[1519] The server generates multiple scenarios (e.g., optimal, risk-averse, aggressive) based on the final business plan and provides them to the user. The input is the final business plan. The output is a selection of plans including the scenarios. For example, the optimal scenario suggests stable growth, while the aggressive scenario suggests market expansion.

[1520] Step 10:

[1521] The user checks the final business plan and each scenario on a terminal and provides feedback to the system. The input is the final evaluation of the scenario. The output is feedback and final confirmation. For example, a user can select "Proceed with the optimal scenario" and then create an action plan.

[1522] Through the above processing steps, a company can create an efficient and accurate business plan and make strategic decisions quickly.

[1523] (Application example 1)

[1524] 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."

[1525] Conventional business plan creation support systems are specialized for corporate accounting tasks, making it difficult to quickly create effective campaign plans and revenue forecasts in areas such as content distribution services. Furthermore, no systems exist that efficiently analyze past campaign data and support the optimization of revenue forecasts and distribution timing. This creates a need for fast and accurate strategic decision-making in content distribution services.

[1526] 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.

[1527] In this invention, the server includes means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for presenting a final business plan, means for uploading materials related to content distribution, and means for analyzing past campaign data and proposing revenue forecasts and optimal distribution timing, thereby enabling effective campaign planning and revenue forecasting in content distribution services.

[1528] "Terminal" means a device used to access the system to upload materials and enter business goals and requirements.

[1529] "Materials" are documents and files containing information such as budget, performance, and campaign data necessary for creating a business plan.

[1530] "Uploading" is the act of sending materials from a terminal to a server.

[1531] "Analysis" is the process of extracting and understanding data such as text, numbers, and graphs from uploaded materials.

[1532] The "initial business plan draft" is the first version of the business plan that is automatically generated based on the analysis results.

[1533] A "business goal" refers to a specific outcome or objective that a company wants to achieve.

[1534] "Specific requirements" are specific instructions or requests that users make to the system and that they want reflected in the business plan.

[1535] The "final business plan" is a plan based on an execution plan that is finalized after repeated user input and simulations.

[1536] "Content distribution" is the act of providing content such as video, audio, and text to users via the Internet.

[1537] "Campaign Data" means statistical information about past campaigns, such as views, revenue, and customer engagement.

[1538] "Revenue forecasting" refers to predicting future revenue based on analyzed data.

[1539] "Delivery timing" refers to a schedule for delivering content to users at the optimal time and date.

[1540] 1. System Overview

[1541] This invention is an AI tool to support business plan creation, particularly for improving the efficiency of campaign planning and revenue forecasting in content distribution services. The system analyzes materials and data uploaded from devices, and then simulates and generates business plans based on the analysis.

[1542] 2. System Configuration

[1543] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and smartphones and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[1544] 3. Uploading materials

[1545] User:

[1546] 1. Access the system from your PC or smartphone and log in.

[1547] 2. Use the upload feature to select and upload budget and performance files, as well as content distribution materials.

[1548] 3. Confirm that the materials have been uploaded.

[1549] 4. Analysis of the data

[1550] server:

[1551] 1. Analyze the data received from the device.

[1552] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[1553] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[1554] 5. Initial generation of business plan

[1555] server:

[1556] 1. Automatically generate an initial draft business plan based on the analysis results.

[1557] 2. Divide into categories: budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecasting and optimal delivery timing.

[1558] 3. Compare past performance with target data.

[1559] 6. Reflecting user input

[1560] User:

[1561] 1. Check the initial generated business plan draft on your device.

[1562] 2. Enter business goals and specific requirements into the system in natural language.

[1563] 3. Instruct the system on corrections and additions.

[1564] server:

[1565] 1. Parse and understand user input.

[1566] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[1567] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[1568] 7. Add risk assessment and competitive information

[1569] server:

[1570] 1. Evaluate risk factors based on the business plan.

[1571] 2. Collect competitive information (market share, activity, technology trends, etc.) and integrate it into your plan.

[1572] 3. Add this information to your final business plan.

[1573] 8. Presenting plans and offering options

[1574] server:

[1575] 1. Generate a document to present the final business plan to the user.

[1576] 2. Provide a detailed explanation of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive strategy, etc.).

[1577] 9. Final User Review and Feedback

[1578] User:

[1579] 1. Check the presented plan and each scenario on your device.

[1580] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[1581] 3. Create an action plan based on the final plan.

[1582] Specific examples

[1583] Case 1: Campaign Planning and Revenue Forecasting

[1584] A user uploads a CSV file containing data from past campaigns to the system. The server parses the file and extracts key statistics such as views, revenue, and customer engagement. The system then generates an initial campaign plan and revenue forecast based on the analysis. The user inputs a directive into the system, such as "I want to increase the proportion of video content in my next campaign." The server reflects this directive, generates a new plan, and presents the final campaign plan and revenue forecast to the user.

[1585] Example prompt: "We'd like to increase the proportion of video content in our next campaign."

[1586] The flow of the specific processing in the application example 1 will be described with reference to FIG.

[1587] Step 1:

[1588] User: Accesses and logs in to the system using a PC or smartphone.

[1589] Input: User ID and password

[1590] Output: Login success message and system home screen

[1591] Step 2:

[1592] Users: Use the upload feature to upload budget and performance files, as well as content distribution materials.

[1593] Input: File (CSV, Excel, etc.)

[1594] Output: File upload successful message

[1595] Step 3:

[1596] Server: Analyzes the documents received from the device. Using an AI model, it extracts information such as text, numbers, and graphs from the documents, extracts important keywords and topics using a text analysis engine, and analyzes data in tables and graphs using a numerical analysis engine.

[1597] Input: Uploaded file

[1598] Output: Analysis results (extracted text, numbers, graphs)

[1599] Step 4:

[1600] Server: Automatically generate an initial draft business plan based on the analysis results, categorizing the results into budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecast and optimal delivery timing.

[1601] Input: Analysis results

[1602] Output: Initial business plan draft

[1603] Step 5:

[1604] User: View the initial business plan draft on a terminal, enter business goals and specific requirements into the system in natural language, and instruct the system on any corrections or additions.

[1605] Input: Business goals and specific requirements (natural language)

[1606] Output: User input data

[1607] Step 6:

[1608] Server: Analyzes and understands the user input. It then uses the generative AI model to generate a new business plan and makes any necessary adjustments based on the user input.

[1609] Input: User input data

[1610] Output: An improved draft business plan

[1611] Step 7:

[1612] Server: Evaluate risk factors based on the improved draft business plan, gather competitive intelligence and integrate it into the business plan. Recommend revenue forecasts and optimal delivery timing.

[1613] Input: Improved draft business plan

[1614] Output: A final business plan that integrates risk factors and competitive information

[1615] Step 8:

[1616] Server: Presents the final business plan to the user and offers options including multiple scenarios (optimal, risk-averse, aggressive strategy, etc.).

[1617] Input: Final business plan

[1618] Output: Final business plan document and scenario options

[1619] Step 9:

[1620] User: Review the proposed plans and scenarios, provide final feedback to the system, and request further revisions or simulations.

[1621] Input: Final feedback and correction instructions

[1622] output: A finalized business plan

[1623] 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.

[1624] 1. System Overview

[1625] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates business plans based on them. Furthermore, by combining it with an emotion engine that recognizes the user's emotions, it provides more appropriate and flexible business plans.

[1626] 2. System Configuration

[1627] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input. The emotion engine recognizes emotions from user input data and operations, and feeds the results back to the server.

[1628] 3. Uploading materials

[1629] User:

[1630] 1. Access the system from your PC or mobile device and log in.

[1631] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[1632] 3. Confirm that the materials have been uploaded.

[1633] 4. Analysis of the data

[1634] server:

[1635] 1. Receive the data from the device and temporarily store it in storage.

[1636] 2. The multimodal AI model is activated to analyze the content of the uploaded document, including text, numerical data, and graphs.

[1637] 5. Initial generation of business plan

[1638] server:

[1639] 1. Automatically generate an initial draft business plan based on the analysis results.

[1640] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[1641] 3. Compare past performance with target data.

[1642] 6. Reflecting user input

[1643] User:

[1644] 1. Check the initial generated business plan draft on your device.

[1645] 2. Enter business goals and specific requirements into the system in natural language.

[1646] 3. Instruct the system on corrections and additions.

[1647] server:

[1648] 1. Parse and understand user input.

[1649] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[1650] 7. Introducing the Emotion Engine

[1651] Emotion Engine:

[1652] 1. Analyze the user's input data and operations to recognize their emotional state.

[1653] 2. Feedback the recognized emotional state to the server.

[1654] server:

[1655] 1. Adjust your business plan based on feedback from the emotion engine.

[1656] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[1657] 8. Adding risk assessment and competitive information

[1658] server:

[1659] 1. Evaluate risk factors based on the business plan.

[1660] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[1661] 3. Add this information to your final business plan.

[1662] 9. Presenting plans and offering options

[1663] server:

[1664] 1. Generate a document to present the final business plan to the user.

[1665] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[1666] 10. User Final Review and Feedback

[1667] User:

[1668] 1. Check the presented plan and each scenario on your device.

[1669] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[1670] 3. Create an action plan based on the final plan.

[1671] Specific examples

[1672] Case 1: Creating an annual budget

[1673] User:

[1674] 1. Upload the Excel file to the system.

[1675] server:

[1676] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[1677] User:

[1678] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[1679] Emotion Engine:

[1680] 4. Analyze the user's emotions (e.g., eager, cautious, etc.) while they are inputting and provide feedback to the server.

[1681] server:

[1682] 5. Reflecting the instructions and feedback from the emotion engine, regenerate the plan with adjusted budget allocation for new projects.

[1683] server:

[1684] 6. Present the final budget proposal to the user.

[1685] Case 2: Check actual results

[1686] User:

[1687] 1. Upload a PowerPoint presentation summarizing monthly performance.

[1688] server:

[1689] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[1690] Emotion Engine:

[1691] 3. Analyze the user's reaction to the suggestion and feed back their emotional state to the server.

[1692] server:

[1693] 4. Adjust risk assessment and proposals based on feedback and provide revised proposals.

[1694] User:

[1695] 5. Review the proposal and direct further revisions.

[1696] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and to make flexible and fast strategic decisions that take into account the emotional state of the target.

[1697] The processing flow will be explained below.

[1698] Step 1:

[1699] User: Accesses the system from a PC or mobile device and logs in.

[1700] Step 2:

[1701] User: Use the upload function to select budget and performance documents (PPT and Excel files) and upload them to the system.

[1702] Step 3:

[1703] Server: Temporarily stores data received from the device.

[1704] Step 4:

[1705] Server: Launches a multimodal AI model to analyze the contents of the uploaded documents. Specifically, the text analysis engine extracts keywords and topics from the documents, and the numerical analysis engine extracts data for tables and graphs.

[1706] Step 5:

[1707] Server: Integrates analysis results to generate an initial draft business plan, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[1708] Step 6:

[1709] User: Check the initial generated business plan draft on the device.

[1710] Step 7:

[1711] Users: Enter their business goals and specific requirements into the system in natural language.

[1712] Step 8:

[1713] Server: Receives input from the user and parses it.

[1714] Step 9:

[1715] Server: Regenerates the business plan based on the user's requirements. Repeats simulations as necessary to determine the optimal plan.

[1716] Step 10:

[1717] Server: Evaluate risk factors based on analyzed data, collect competitive information and incorporate it into business plans.

[1718] Step 11:

[1719] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[1720] Step 12:

[1721] Server: Generates detailed documentation to present the final business plan.

[1722] Step 13:

[1723] Server: Provides multiple scenarios (optimal scenario, risk-averse scenario, aggressive scenario, etc.) based on the proposed business plan.

[1724] Step 14:

[1725] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[1726] Step 15:

[1727] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[1728] Step 16:

[1729] Emotion engine: Analyzes user input data and actions to recognize emotional states.

[1730] Step 17:

[1731] Emotion engine: Feedback the recognized emotional state to the server.

[1732] Step 18:

[1733] Server: Adjust your business plan based on feedback from the emotion engine.

[1734] Step 19:

[1735] Server: Adaptively change the content and presentation of the business plan based on the recognized emotions.

[1736] Specific examples

[1737] Case 1: Creating an annual budget

[1738] Step 1:

[1739] User: Uploads an Excel file to the system.

[1740] Step 2:

[1741] Server: Analyzes the file, compares it with last year's actual results, and generates a draft budget for the current year.

[1742] Step 3:

[1743] User: Gives instructions such as, "I want to increase investment in new projects this year."

[1744] Step 4:

[1745] Emotion engine: Analyzes the emotions (e.g., eager, cautious, etc.) of the user while they are inputting and provides feedback to the server.

[1746] Step 5:

[1747] Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[1748] Step 6:

[1749] Server: Presents the final budget proposal to the user.

[1750] Case 2: Check actual results

[1751] Step 1:

[1752] User: Upload a PowerPoint presentation summarizing monthly performance.

[1753] Step 2:

[1754] Server: Based on the analyzed data, compares the budget with the actual results and generates gap-fill proposals.

[1755] Step 3:

[1756] Emotion engine: Analyzes the user's reaction to the suggestions and feeds back their emotional state to the server.

[1757] Step 4:

[1758] Server: Adjusts risk assessment and proposals based on feedback and provides revisions.

[1759] Step 5:

[1760] User: Review the proposal and direct further revisions.

[1761] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and enables fast, flexible strategic decision-making that takes into account the emotional state of users.

[1762] Example 2

[1763] 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."

[1764] Creating a business plan requires analyzing a huge amount of data and generating it quickly and accurately. It also requires adjustments based on the user's emotions and specific needs, but existing systems have been unable to do this efficiently.

[1765] The specific processing by the specific 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 means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for analyzing the user's input data and operations and recognizing the user's emotional state, means for adjusting the business plan based on the recognized emotional state, and means for presenting the final business plan. This enables the rapid creation and adjustment of a business plan based on the materials and requirements provided by the user.

[1766] A "terminal" is a hardware device that allows a user to access and operate the system, and includes PCs and mobile devices.

[1767] "Budget and performance documents" are documents containing data showing a company's budget situation and performance, and specifically include PowerPoint and Excel files.

[1768] "Means for uploading" refers to the function for sending materials from a terminal to a server.

[1769] "Means for analysis" refers to the function by which the server analyzes the contents of uploaded materials and extracts data such as text, numbers, and graphs.

[1770] "Means for generating an initial business plan draft" refers to a function for automatically creating an initial business plan draft based on the analysis results.

[1771] "Means for inputting business goals and specific requirements" refers to an interface through which a user inputs goals and specific requirements related to a business plan into the system.

[1772] "Means for regenerating" refers to the function of recreating and adjusting the business plan based on input from the user.

[1773] "Means for recognizing emotional states" refers to technology that analyzes a user's input data and operations to identify the user's emotions.

[1774] "Means to adjust" refers to the ability to dynamically change the content of the business plan based on the perceived emotional state.

[1775] The "means for presenting the final business plan" refers to a function for displaying the final business plan to the user.

[1776] "Means for assessing risk factors" refers to a function for assessing risk elements included in a business plan based on analyzed data.

[1777] "Means of collecting competitive information and incorporating it into business plans" refers to the function of collecting competitive information such as market share and activity status from the Internet, etc., and incorporating it into business plans.

[1778] "Means for generating multiple scenarios" refers to a function that creates multiple different scenarios based on a business plan and provides them to the user as options.

[1779] MODE FOR CARRYING OUT THE INVENTION

[1780] This invention is a system for supporting the creation of business plans, and aims to improve the efficiency of accounting-related tasks in particular. This system is implemented using the following components and methods.

[1781] System Overview

[1782] This system analyzes documents uploaded via terminals (PCs or mobile devices) on a server and generates business plans. It also combines an emotion engine to recognize users' emotions and provide more appropriate and flexible business plans. The system includes the following main elements:

[1783] 1. Terminal (PC or mobile device)

[1784] A hardware device that allows users to access and operate the system.

[1785] 2. Server

[1786] The system analyzes uploaded materials, generates business plans, and regenerates them based on user feedback. The specific software used is a multimodal AI model (e.g., GPT-4).

[1787] 3. Emotion Engine

[1788] This is an engine that analyzes the user's input data and operations to recognize their emotional state. For example, IBM Watson Tone Analyzer is used.

[1789] Uploading materials

[1790] User:

[1791] 1. The user accesses the system from a PC or mobile device and logs in.

[1792] 2. Use the upload function to select and upload budget and performance documents (PPT or Excel files).

[1793] 3. Verify that the upload is complete.

[1794] Analysis of data

[1795] server:

[1796] 1. The server temporarily stores the data received from the terminal.

[1797] 2. Launch a multimodal AI model (e.g., GPT-4) to analyze the content of the uploaded material (text, numerical data, graphs, etc.).

[1798] Generate a business plan

[1799] server:

[1800] 1. Automatically generate an initial draft business plan based on the analysis results.

[1801] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[1802] Reflecting user input

[1803] User:

[1804] 1. The user checks the initially generated business plan draft on the terminal.

[1805] 2. Enter business goals and specific requirements into the system in natural language.

[1806] 3. Instruct the system on corrections and additions.

[1807] server:

[1808] 1. Use a natural language processing (NLP) engine to parse input from the user.

[1809] 2. Regenerate the business plan based on your input and make any necessary adjustments.

[1810] Introducing the Emotion Engine

[1811] Emotion Engine:

[1812] 1. Analyze the user's input data and operations to recognize their emotional state.

[1813] 2. Feedback the recognized emotional state to the server.

[1814] server:

[1815] 1. Adjust your business plan based on feedback from the emotion engine.

[1816] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[1817] Examples of specific examples and prompts

[1818] Case 1: Creating an annual budget

[1819] 1. User: Uploads an Excel file to the system.

[1820] Sample prompt: "I'm uploading a file with my annual budget. Can you compare it with last year's actual data and create a budget proposal for this year?"

[1821] 2. Server: Analyzes the file and generates a draft budget for the current fiscal year based on the actual data from the previous fiscal year.

[1822] 3. User: Gives instructions such as, "I would like to increase investment in new projects this year."

[1823] Sample prompt: "We would like to allocate a large amount of budget to a new project this fiscal year. Can you suggest a specific allocation?"

[1824] 4. Emotion engine: Analyzes the emotions of the user while they are typing and provides feedback to the server.

[1825] Example prompt: "The user is expressing a motivated emotion."

[1826] 5. Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[1827] Example prompt: "We have taken the emotional feedback into account. We will take a more budgetary approach to new projects."

[1828] 6. Server: Presents the final budget proposal to the user.

[1829] Example prompt: "I've created a budget proposal with increased investment in new projects. Please review it."

[1830] Case 2: Check actual results

[1831] 1. User: Upload a PowerPoint presentation summarizing monthly performance.

[1832] Example prompt: "I have uploaded a presentation of my monthly performance. Please analyze the gap between the forecast and actual results."

[1833] 2. Server: Analyzes data, compares budgets to actual results, and generates gap-fill proposals.

[1834] 3. Emotion engine: Analyzes the emotions of the user who receives the suggestion and provides feedback to the server.

[1835] Example prompt: "Users expressed positive sentiment toward the suggestion."

[1836] 4. Server: Adjusts risk assessment and recommendations based on feedback and provides revisions.

[1837] Sample prompt: "We have incorporated the positive feedback and generated a revised proposal."

[1838] 5. User: Review the proposal and direct further revisions.

[1839] Example prompt: "I've reviewed your proposal. There are some changes. Please make the changes again."

[1840] As described above, this system provides advanced analytical capabilities and a business plan creation function that takes user emotions into consideration, thereby significantly improving the accuracy and efficiency of business plans.

[1841] The flow of the identification process in the second embodiment will be described with reference to FIG.

[1842] The flow of this system's program processing

[1843] Step 1: Login and Access

[1844] User:

[1845] 1. The user accesses the system from a PC or mobile device and opens the login page.

[1846] 2. Enter your credentials (username, password) on the login page and click the "Login" button.

[1847] 3. The server receives the credentials and checks them against a database.

[1848] 4. If authentication is successful, the server generates the user's homepage and sends it to the terminal.

[1849] Input: User credentials (username, password)

[1850] Output: Authentication result, user's homepage

[1851] What happens: When a user logs in, the server checks the credentials against the database. If authentication is successful, the user's home page is sent to the device.

[1852] Step 2: Upload your materials

[1853] User:

[1854] 1. The user clicks the "Upload" button on the home page to open the upload window.

[1855] 2. The user selects budget and performance documents (PPT or Excel files) from the upload window and clicks the "Upload" button.

[1856] 3. Verify that the upload is complete.

[1857] Device:

[1858] 1. The device sends the selected file to the server.

[1859] server:

[1860] 1. The server receives the data sent from the terminal and stores it in storage.

[1861] 2. The server notifies the user that the material has been successfully uploaded.

[1862] Input: User-selected materials (PPT or Excel files)

[1863] Output: Upload completion notification

[1864] Specific operation: When a user uploads a document, the device sends the file to the server, and the server receives it and stores it in storage.

[1865] Step 3: Analyze the material

[1866] server:

[1867] 1. The server launches a multimodal AI model (e.g., GPT-4) to analyze the received material.

[1868] 2. The AI ​​model scans the document's text, numerical data, graphs, etc. and outputs it as structured data.

[1869] 3. Save the analysis results and prepare for the generation of an initial business plan.

[1870] Input: Uploaded materials

[1871] Output: Analysis results (structured data)

[1872] Specific operation: The server analyzes the document using a multimodal AI model and extracts text, numerical data, and graphs.

[1873] Step 4: Initial generation of business plan

[1874] server:

[1875] 1. Automatically generate an initial draft business plan based on the analysis results.

[1876] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[1877] Input: Analysis results of data

[1878] Output: Initial business plan draft

[1879] Specific operation: Based on the analysis results of the documents, the server automatically generates an initial draft of the business plan and organizes it into various categories.

[1880] Step 5: Reflecting user input

[1881] User:

[1882] 1. The user checks the initially generated business plan draft on the terminal.

[1883] 2. Enter business goals and specific requirements into the system in natural language.

[1884] 3. Instruct the system on corrections and additions.

[1885] server:

[1886] 1. The server uses a natural language processing (NLP) engine to parse the input from the user.

[1887] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[1888] Input: Your business goals and specific requirements

[1889] Output: Revised business plan

[1890] Specific operation: Upon receiving instructions from the user, the server uses an NLP engine to analyze the input and regenerate the business plan.

[1891] Step 6: Implementing the Emotion Engine

[1892] Emotion Engine:

[1893] 1. Analyze the user's input data and operations to recognize their emotional state.

[1894] 2. Feedback the recognized emotional state to the server.

[1895] server:

[1896] 1. The server receives feedback from the emotion engine and adjusts the content and presentation of the business plan.

[1897] Input: User input data and operations

[1898] Output: Emotion engine feedback

[1899] How it works: The emotion engine analyzes emotions from user input and actions and sends feedback to the server, which then adjusts the plan accordingly.

[1900] Step 7: Add risk assessment and competitive information

[1901] server:

[1902] 1. Evaluate risk factors based on your business plan.

[1903] 2. Gather competitive information, such as market share and activity, and integrate it into your business plan.

[1904] Input: Business plan, competitive intelligence data

[1905] Output: A revised business plan with assessed risk factors

[1906] What happens: The server evaluates the risks in the business plan and updates the plan with competitive information.

[1907] Step 8: Present your plan and offer options

[1908] server:

[1909] 1. Generate a document to present the final business plan to the user.

[1910] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[1911] Enter: Revised business plan

[1912] Output: Business plan document for presentation, scenario options

[1913] Specific operation: The server generates the final business plan in a format such as PDF and provides multiple scenarios to the user.

[1914] Step 9: Final user review and feedback

[1915] User:

[1916] 1. Check the presented plan and scenario on your device.

[1917] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[1918] 3. Create an action plan based on the final plan.

[1919] Input: Proposed plan and each scenario

[1920] Output: User feedback, final revision requests

[1921] What happens: The user reviews the final business plan and provides feedback if necessary, which the server then uses to make further revisions.

[1922] (Application example 2)

[1923] 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."

[1924] Conventional business plan creation support systems have difficulty responding flexibly to user emotions, and in factory production management, generating efficient production schedules has been difficult. In particular, there is a need for risk assessment of production lines and rapid responses to requests from on-site supervisors, but this is difficult to achieve with current systems. Because they are unable to make proposals that take emotions into account or make immediate adjustments, it is difficult to create optimal business plans and production plans.

[1925] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 2 is realized by the following means.

[1926] In this invention, the server includes means for recognizing emotions from user input data and operations, means for adjusting business plans based on the recognized emotional state, and means for analyzing data from the production management system and generating an optimal production schedule. This enables the generation of flexible business plans that take the user's emotional state into consideration and the formulation of efficient production plans that quickly respond to the requests of site supervisors and operators.

[1927] A "terminal" is a device operated by a user, and includes PCs, mobile terminals, etc.

[1928] "Materials" refers to data and documents related to business plan creation and production schedules, including text, numbers, graphs, Excel files, etc.

[1929] "Analysis" is the process of extracting information from uploaded materials and understanding and processing it according to the purpose.

[1930] A business plan is a concrete action plan that translates a company's goals and strategies into a budget plan, gap analysis, risk assessment, competitive information, and other elements.

[1931] An "emotion engine" is an algorithm or system that analyzes a user's input data and operations and recognizes their emotional state.

[1932] A "production management system" is a system for managing and optimizing production activities within a factory, and includes sensor data and production schedules.

[1933] "Suggestions" refer to recommendations or courses of action generated based on analysis results and perceived sentiment.

[1934] A "scenario" is a set of multiple options or simulation models created based on a business plan or production plan.

[1935] "Risk factors" refer to problems or obstacles that may arise in business or production plans, and they need to be evaluated and managed.

[1936] "Competitive information" is data about competitors in the market, including their activities, market share, technology trends, etc.

[1937] This invention is an AI tool that analyzes corporate documents and generates and regenerates business plans. It combines an emotion engine to recognize the user's emotions and adaptively change the content and presentation method of the business plan.

[1938] 1. System Overview

[1939] The system mainly consists of a terminal operated by the user, a server that analyzes materials and generates plans, and an emotion engine that recognizes the user's emotions.

[1940] 2. Uploading and analyzing materials

[1941] Users upload documents related to budgets and business performance from their devices. The server analyzes the uploaded documents and extracts data such as text, numbers, and graphs. The analysis is performed using data analysis libraries such as Pandas.

[1942] 3. Initial generation of business plan

[1943] The server uses a generative AI model to generate an initial draft business plan based on the extracted data, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[1944] 4. Emotional Engine Adjustment

[1945] When a user inputs their business goals and specific requirements into the device, the server analyzes the information and recreates the business plan. During this process, an emotion engine recognizes emotions from the user's input data and actions, and adjusts the content of the business plan based on that feedback. This emotion engine utilizes the EmotionRecognition library.

[1946] 5. Linking with production management systems

[1947] It can also be linked to factory robots and production management systems. The server analyzes data from the production management system and generates optimal production schedules. For example, it has the ability to collect sensor data from the production line and quickly detect risk factors and implement countermeasures.

[1948] 6. Final presentation to the user

[1949] The final business plan and production schedule are presented to the user via a terminal, where the user can review the proposal and provide feedback if necessary.

[1950] Specific examples

[1951] For example, if a user instructs the system that "I want to increase investment in a new project this fiscal year," the emotion engine will recognize the user's motivated emotions. Based on that feedback, the server will make more detailed adjustments to the budget allocation for the new project.

[1952] Examples of prompt statements

[1953] You can enter the required information into the system using prompts like the following:

[1954] "I want to upload factory production data (.xlsx) and optimize the work order more efficiently."

[1955] This system improves the accuracy of corporate planning and operational efficiency, and supports flexible strategic decision-making that takes user emotions into account.

[1956] The flow of the specific processing in the application example 2 will be described with reference to FIG.

[1957] Step 1:

[1958] Users upload documents related to budgets and business performance from their terminals. Specifically, they select and upload Excel files, PPT files, etc. to the system. The input is the documents related to budgets and business performance to be uploaded, and the output is the document data sent to the server.

[1959] Step 2:

[1960] The server receives the uploaded materials and temporarily stores them in storage. The input is the material data sent by the user, and the output is the data stored in the server's storage. Specifically, the data is prepared in a state that can be analyzed using an appropriate method depending on the file format.

[1961] Step 3:

[1962] The server analyzes the materials and extracts data such as text, numbers, and graphs. A data analysis library (such as Pandas) is used for this process. The input is the material data stored in the server's storage, and the output is the extracted data such as text, numbers, and graphs. The server inputs this data into an analysis engine and extracts the required information.

[1963] Step 4:

[1964] The server generates an initial draft business plan using a generative AI model. The input is the data analyzed and extracted in step 3, and the output is the initial draft business plan. Specifically, the AI ​​model generates a business plan based on the data, including a budget plan, gap analysis, risk assessment, and competitive information.

[1965] Step 5:

[1966] Users input business goals and specific requests into the system in natural language from a terminal. The input is the business goal or request entered by the user, and the output is the information sent to the server. Specifically, users provide text-based instructions using the input interface on their terminal.

[1967] Step 6:

[1968] The server analyzes the information entered by the user and regenerates the business plan. The input is the user's business goals and requirements, and the output is the regenerated business plan. The analysis uses natural language processing libraries and dedicated AI models.

[1969] Step 7:

[1970] The server uses an emotion engine to recognize emotions from user input data and operations. The input is the user's text input and operation data, and the output is the recognized emotional state. Specifically, emotions are analyzed using the EmotionRecognition library.

[1971] Step 8:

[1972] The server adjusts the business plan based on the recognized emotional state. The input is the emotional feedback obtained from the emotion engine, and the output is the adjusted business plan. The server then runs the AI ​​model again to adaptively change the content and presentation depending on the emotion.

[1973] Step 9:

[1974] The server analyzes data from the production management system and generates an optimal production schedule. The input is sensor data and production information from the production management system, and the output is an optimized production schedule. Specifically, it performs risk assessment based on the production management data and takes countermeasures.

[1975] Step 10:

[1976] The server presents the final business plan and production schedule to the user via a terminal. The input is the adjusted business plan and optimized production schedule, and the output is the final document presented to the user. The user reviews the presentation and provides final feedback as needed.

[1977] 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.

[1978] 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.

[1979] 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.

[1980] [Fourth embodiment]

[1981] FIG. 7 shows an example of the configuration of a data processing system 410 according to the fourth embodiment.

[1982] 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.

[1983] 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).

[1984] 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.

[1985] 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.

[1986] 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).

[1987] 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.

[1988] 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.

[1989] 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.

[1990] 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.

[1991] 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.

[1992] 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.

[1993] 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."

[1994] 1. System Overview

[1995] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates a business plan based on that analysis.

[1996] 2. System Configuration

[1997] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[1998] 3. Uploading materials

[1999] User:

[2000] 1. Access the system from your PC or mobile device and log in.

[2001] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[2002] 3. Confirm that the materials have been uploaded.

[2003] 4. Analysis of the data

[2004] server:

[2005] 1. Analyze the data received from the device.

[2006] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[2007] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[2008] 5. Initial generation of business plan

[2009] server:

[2010] 1. Automatically generate an initial draft business plan based on the analysis results.

[2011] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[2012] 3. Compare past performance with target data.

[2013] 6. Reflecting user input

[2014] User:

[2015] 1. Check the initial generated business plan draft on your device.

[2016] 2. Enter business goals and specific requirements into the system in natural language.

[2017] 3. Instruct the system on corrections and additions.

[2018] server:

[2019] 1. Parse and understand user input.

[2020] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[2021] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[2022] 7. Add risk assessment and competitive information

[2023] server:

[2024] 1. Evaluate risk factors based on the business plan.

[2025] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[2026] 3. Add this information to your final business plan.

[2027] 8. Presenting plans and offering options

[2028] server:

[2029] 1. Generate a document to present the final business plan to the user.

[2030] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[2031] 9. Final User Review and Feedback

[2032] User:

[2033] 1. Check the presented plan and each scenario on your device.

[2034] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[2035] 3. Create an action plan based on the final plan.

[2036] Specific examples

[2037] Case 1: Creating an annual budget

[2038] User:

[2039] 1. Upload the Excel file to the system.

[2040] server:

[2041] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[2042] User:

[2043] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[2044] server:

[2045] 4. Regenerate the plan with the new project budget adjusted to reflect your instructions.

[2046] server:

[2047] 5. Present the final budget proposal to the user.

[2048] Case 2: Check actual results

[2049] User:

[2050] 1. Upload a PowerPoint presentation summarizing monthly performance.

[2051] server:

[2052] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[2053] server:

[2054] 3. Provide users with the proposal, including future risks.

[2055] User:

[2056] 4. Review the proposal and direct further revisions as necessary.

[2057] This system enables companies to achieve high levels of planning accuracy and operational efficiency, enabling them to make strategic decisions quickly.

[2058] The processing flow will be explained below.

[2059] Step 1:

[2060] User: Accesses the system from a PC or mobile device and logs in.

[2061] Step 2:

[2062] User: Use the upload function to select and upload PPT or Excel documents to the system.

[2063] Step 3:

[2064] Server: Receives data from the device and temporarily stores it in storage.

[2065] Step 4:

[2066] Server: Runs a multimodal AI model to analyze the content of uploaded materials, including text, numerical data, and graphs.

[2067] Step 5:

[2068] Server: The text analysis engine extracts important keywords and topics from the material.

[2069] Step 6:

[2070] Server: The numerical analysis engine extracts data for tables and graphs and compares it with past data.

[2071] Step 7:

[2072] Server: Integrates the analysis results and generates an initial draft business plan.

[2073] Step 8:

[2074] Server: Develop a business plan that includes budget planning, gap analysis, risk assessment, and competitive intelligence.

[2075] Step 9:

[2076] User: Check the initial generated business plan draft on the device.

[2077] Step 10:

[2078] Users: Enter their business goals and specific requirements into the system in natural language.

[2079] Step 11:

[2080] Server: Parses and understands user input.

[2081] Step 12:

[2082] Server: Regenerates the business plan based on the user's requirements.

[2083] Step 13:

[2084] Server: Repeats the simulation and determines the best plan for the user's request.

[2085] Step 14:

[2086] Server: Evaluates risk factors based on analyzed data.

[2087] Step 15:

[2088] Server: Collect competitive information (market share, activity, technology trends) and incorporate it into your business plan.

[2089] Step 16:

[2090] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[2091] Step 17:

[2092] Server: Presents the final business plan to the user and generates detailed documentation.

[2093] Step 18:

[2094] Server: Provides multiple scenarios based on the proposed plan (optimal scenario, risk-averse scenario, aggressive scenario).

[2095] Step 19:

[2096] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[2097] Step 20:

[2098] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[2099] Example 1

[2100] 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."

[2101] Creating and evaluating business plans is a time-consuming and labor-intensive task that typically requires analyzing vast amounts of data and a great deal of manual work. It is particularly difficult to extract useful data from budgets and performance documents and create effective plans based on them. A comprehensive analysis, including competitive information and risk factors, is also essential, and these elements must be reflected quickly and accurately. Furthermore, it is necessary to provide multiple scenarios for the created plans, allowing users to make optimal choices. Efficient methods for resolving these challenges are needed.

[2102] 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.

[2103] In this invention, the server includes a means for uploading financial and efficiency-related documents from a terminal, a means for analyzing the uploaded documents and extracting data such as text, figures, and charts, and a means for generating an initial business plan draft based on the analysis results, thereby automating the business plan creation process and enabling it to be executed quickly and efficiently.

[2104] A "terminal" is an electronic device operated by a user, such as a personal computer or mobile device.

[2105] A "server" is a computer system that performs primary information processing such as analyzing documents and generating and regenerating business plans.

[2106] "Materials" are documents or files (e.g., PowerPoint, Excel) that contain data on budgets and performance necessary for creating a business plan.

[2107] "Analysis" is the process of extracting and understanding the necessary information (text, numbers, charts, etc.) from the uploaded materials.

[2108] An "AI model" is a computational model that uses artificial intelligence technology to analyze data and generate business plans.

[2109] A "draft business plan" is a preliminary business plan created based on the analysis results.

[2110] "Competitive information" is external data that affects business plans, such as competitors' market shares, activities, and technological trends.

[2111] "Risk factors" are elements that may hinder the achievement of business plans (e.g., market fluctuations, external factors).

[2112] "Scenarios" refer to multiple future developments (e.g., optimal, risk-averse, aggressive, etc.) predicted based on a business plan.

[2113] "Choices" are different scenarios or plan options provided to users to select the most suitable business plan.

[2114] 1. System Overview

[2115] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system automatically analyzes documents uploaded by users and generates effective business plans based on them. It also has the ability to regenerate plans based on user input and provide multiple scenarios.

[2116] 2. System Configuration

[2117] The system mainly consists of three elements: terminals, servers, and users. Terminals include personal computers and mobile devices operated by users. The server is the main information processing device that analyzes uploaded materials and generates and regenerates business plans.

[2118] 3. Hardware and Software Configuration

[2119] Terminals: personal computers, mobile devices

[2120] Server: High-performance computer system

[2121] Software: Web browser (used on the device), various analysis engines (text analysis engine, numerical analysis engine), generative AI model

[2122] The server analyzes the documents and generates a business plan in the following steps:

[2123] 1. Uploading materials

[2124] User: Accesses the system website from a PC or mobile device and logs in. Uses the upload function to upload documents (e.g., PowerPoint or Excel files) to the server. The files are transferred from the device to the server and saved.

[2125] 2. Analysis of the data

[2126] Server: Receives the uploaded materials and analyzes the text, numbers, and charts in the materials using a text analysis engine and a numerical analysis engine. For example, the text analysis engine extracts important keywords and topics from the materials, and the numerical analysis engine analyzes data in tables and graphs.

[2127] 3. Initial generation of business plan

[2128] Server: Generates an initial draft business plan based on the analysis results. Generative AI models are used to format the data and create a logical structure. The business plan is divided into categories such as budget planning, gap analysis, risk assessment, and competitive intelligence. It also compares past performance data with target data.

[2129] 4. Reflecting user input

[2130] User: Checks the initial generated business plan draft on the terminal. Enters business goals and specific requests (e.g., "I would like to add a new marketing strategy this fiscal year") into the system in natural language and clicks the "Apply" button. The input is sent to the server.

[2131] Server: The natural language processing engine uses the received input to understand it and regenerates the business plan based on the instructions, adjusting the budget and resource allocation for the new marketing strategy.

[2132] 5. Add risk assessment and competitive information

[2133] Server: Evaluates risk factors for each section of the business plan. Analyzes market fluctuations and external factors using a risk assessment engine. Also, collects competitive information such as competitors' market share, activity status, and technology trends, and integrates it into the business plan.

[2134] 6. Presenting plans and offering options

[2135] Server: Generates a document to present the final business plan to the user. The document is output in PDF or PPT format. The server also presents the details of the plan and multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[2136] 7. Final User Review and Feedback

[2137] User: Checks the final business plan and each scenario on the terminal. Compares each scenario and selects the most appropriate one. If necessary, provides final feedback to the system and requests further revisions or simulations. Finally, creates an action plan based on the finalized plan.

[2138] Specific examples

[2139] Case 1: Creating an annual budget

[2140] User: Uploads an Excel file to the system.

[2141] Server: Analyzes the file and generates a draft budget for the current year, comparing it with last year's actual results.

[2142] User: Gives instructions such as, "I would like to increase investment in new projects this year."

[2143] Server: Reflects the instructions, regenerates the plan with the budget allocation adjusted for the new project, and presents the final budget proposal to the user.

[2144] Case 2: Check actual results

[2145] User: Upload a PowerPoint presentation summarizing monthly performance.

[2146] Server: Based on the analyzed data, the budget and actual results are compared and measures to address the gap are proposed.

[2147] Server: Provides users with proposals that include future risks.

[2148] User: Review the proposal and direct further revisions as needed.

[2149] Specific prompt examples:

[2150] "We want to increase investment in new projects this fiscal year."

[2151] "I'd like to know more about risk aversion scenarios."

[2152] This system enables companies to create efficient and accurate business plans and make strategic decisions quickly.

[2153] The flow of the identification process in the first embodiment will be described with reference to FIG.

[2154] Step 1:

[2155] A user accesses the system's website from a PC or mobile device and logs in. The input is the user's authentication information (username and password). The output is session information for successful authentication. For example, by entering the username "example_user" and password "example_password," an authentication confirmation message from the server is displayed.

[2156] Step 2:

[2157] After logging in, the user clicks the upload button on the screen and selects a business-related PowerPoint or Excel file. The input is the file to be uploaded. The output is a confirmation that the file has been transferred to the server. For example, select a file called "annual_report.xlsx" and upload it.

[2158] Step 3:

[2159] The server receives and saves the uploaded data. The input is the file transferred from the terminal. The output is the path to the saved data file. Specifically, it checks the file format (PPT, Excel, etc.) and saves it in the database.

[2160] Step 4:

[2161] The server uses an AI model to analyze the received documents. First, it uses a text analysis engine to extract text data, and then it uses a numerical analysis engine to extract data from tables and graphs. The input is the saved document file, and the output is the analyzed text data and numerical data. For example, the text analysis engine extracts keywords such as "sales target" and performs a numerical analysis of the sales data.

[2162] Step 5:

[2163] The server generates an initial draft business plan based on the analysis results. The input is the analyzed text data and numerical data. The output is the initial draft business plan. Using a generative AI model, the analysis results are formatted into budget plans, gap analyses, risk assessments, and competitive information. As a concrete example, "sales targets for this fiscal year" are set based on analyzed sales data.

[2164] Step 6:

[2165] The user checks the initial generated draft business plan on their terminal. The input is the draft business plan provided by the server. The output is the user's feedback and instructions. For example, a comment such as "I would like to increase investment in new projects this fiscal year."

[2166] Step 7:

[2167] The server receives input from the user, uses a natural language processing engine to understand the content, and then recreates the business plan. The input is the user's feedback and instructions, along with the original draft business plan. The output is a revised business plan, specifically, adjusting the budget allocation for new projects based on the user's instructions.

[2168] Step 8:

[2169] The server evaluates risk factors for the business plan and collects and integrates competitive information into the plan. The input is the revised business plan. The output is the final business plan with the risk assessment and competitive information added. The risk assessment engine analyzes market fluctuations and integrates competitor market share data as competitive information.

[2170] Step 9:

[2171] The server generates multiple scenarios (e.g., optimal, risk-averse, aggressive) based on the final business plan and provides them to the user. The input is the final business plan. The output is a selection of plans including the scenarios. For example, the optimal scenario suggests stable growth, while the aggressive scenario suggests market expansion.

[2172] Step 10:

[2173] The user checks the final business plan and each scenario on a terminal and provides feedback to the system. The input is the final evaluation of the scenario. The output is feedback and final confirmation. For example, a user can select "Proceed with the optimal scenario" and then create an action plan.

[2174] Through the above processing steps, a company can create an efficient and accurate business plan and make strategic decisions quickly.

[2175] (Application example 1)

[2176] 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."

[2177] Conventional business plan creation support systems are specialized for corporate accounting tasks, making it difficult to quickly create effective campaign plans and revenue forecasts in areas such as content distribution services. Furthermore, no systems exist that efficiently analyze past campaign data and support the optimization of revenue forecasts and distribution timing. This creates a need for fast and accurate strategic decision-making in content distribution services.

[2178] 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.

[2179] In this invention, the server includes means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for presenting a final business plan, means for uploading materials related to content distribution, and means for analyzing past campaign data and proposing revenue forecasts and optimal distribution timing, thereby enabling effective campaign planning and revenue forecasting in content distribution services.

[2180] "Terminal" means a device used to access the system to upload materials and enter business goals and requirements.

[2181] "Materials" are documents and files containing information such as budget, performance, and campaign data necessary for creating a business plan.

[2182] "Uploading" is the act of sending materials from a terminal to a server.

[2183] "Analysis" is the process of extracting and understanding data such as text, numbers, and graphs from uploaded materials.

[2184] The "initial business plan draft" is the first version of the business plan that is automatically generated based on the analysis results.

[2185] A "business goal" refers to a specific outcome or objective that a company wants to achieve.

[2186] "Specific requirements" are specific instructions or requests that users make to the system and that they want reflected in the business plan.

[2187] The "final business plan" is a plan based on an execution plan that is finalized after repeated user input and simulations.

[2188] "Content distribution" is the act of providing content such as video, audio, and text to users via the Internet.

[2189] "Campaign Data" means statistical information about past campaigns, such as views, revenue, and customer engagement.

[2190] "Revenue forecasting" refers to predicting future revenue based on analyzed data.

[2191] "Delivery timing" refers to a schedule for delivering content to users at the optimal time and date.

[2192] 1. System Overview

[2193] This invention is an AI tool to support business plan creation, particularly for improving the efficiency of campaign planning and revenue forecasting in content distribution services. The system analyzes materials and data uploaded from devices, and then simulates and generates business plans based on the analysis.

[2194] 2. System Configuration

[2195] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and smartphones and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input.

[2196] 3. Uploading materials

[2197] User:

[2198] 1. Access the system from your PC or smartphone and log in.

[2199] 2. Use the upload feature to select and upload budget and performance files, as well as content distribution materials.

[2200] 3. Confirm that the materials have been uploaded.

[2201] 4. Analysis of the data

[2202] server:

[2203] 1. Analyze the data received from the device.

[2204] 2. Use AI models to extract information such as text, numbers, and graphs from documents.

[2205] 3. Use a text analysis engine to extract important keywords and topics, and a numerical analysis engine to analyze data in tables and graphs.

[2206] 5. Initial generation of business plan

[2207] server:

[2208] 1. Automatically generate an initial draft business plan based on the analysis results.

[2209] 2. Divide into categories: budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecasting and optimal delivery timing.

[2210] 3. Compare past performance with target data.

[2211] 6. Reflecting user input

[2212] User:

[2213] 1. Check the initial generated business plan draft on your device.

[2214] 2. Enter business goals and specific requirements into the system in natural language.

[2215] 3. Instruct the system on corrections and additions.

[2216] server:

[2217] 1. Parse and understand user input.

[2218] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[2219] 3. Repeat the simulation several times to determine the plan that best meets the user's requirements.

[2220] 7. Add risk assessment and competitive information

[2221] server:

[2222] 1. Evaluate risk factors based on the business plan.

[2223] 2. Collect competitive information (market share, activity, technology trends, etc.) and integrate it into your plan.

[2224] 3. Add this information to your final business plan.

[2225] 8. Presenting plans and offering options

[2226] server:

[2227] 1. Generate a document to present the final business plan to the user.

[2228] 2. Provide a detailed explanation of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive strategy, etc.).

[2229] 9. Final User Review and Feedback

[2230] User:

[2231] 1. Check the presented plan and each scenario on your device.

[2232] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[2233] 3. Create an action plan based on the final plan.

[2234] Specific examples

[2235] Case 1: Campaign Planning and Revenue Forecasting

[2236] A user uploads a CSV file containing data from past campaigns to the system. The server parses the file and extracts key statistics such as views, revenue, and customer engagement. The system then generates an initial campaign plan and revenue forecast based on the analysis. The user inputs a directive into the system, such as "I want to increase the proportion of video content in my next campaign." The server reflects this directive, generates a new plan, and presents the final campaign plan and revenue forecast to the user.

[2237] Example prompt: "We'd like to increase the proportion of video content in our next campaign."

[2238] The flow of the specific processing in the application example 1 will be described with reference to FIG.

[2239] Step 1:

[2240] User: Accesses and logs in to the system using a PC or smartphone.

[2241] Input: User ID and password

[2242] Output: Login success message and system home screen

[2243] Step 2:

[2244] Users: Use the upload feature to upload budget and performance files, as well as content distribution materials.

[2245] Input: File (CSV, Excel, etc.)

[2246] Output: File upload successful message

[2247] Step 3:

[2248] Server: Analyzes the documents received from the device. Using an AI model, it extracts information such as text, numbers, and graphs from the documents, extracts important keywords and topics using a text analysis engine, and analyzes data in tables and graphs using a numerical analysis engine.

[2249] Input: Uploaded file

[2250] Output: Analysis results (extracted text, numbers, graphs)

[2251] Step 4:

[2252] Server: Automatically generate an initial draft business plan based on the analysis results, categorizing the results into budget planning, gap analysis, risk assessment, competitive intelligence, revenue forecast and optimal delivery timing.

[2253] Input: Analysis results

[2254] Output: Initial business plan draft

[2255] Step 5:

[2256] User: View the initial business plan draft on a terminal, enter business goals and specific requirements into the system in natural language, and instruct the system on any corrections or additions.

[2257] Input: Business goals and specific requirements (natural language)

[2258] Output: User input data

[2259] Step 6:

[2260] Server: Analyzes and understands the user input. It then uses the generative AI model to generate a new business plan and makes any necessary adjustments based on the user input.

[2261] Input: User input data

[2262] Output: An improved draft business plan

[2263] Step 7:

[2264] Server: Evaluate risk factors based on the improved draft business plan, gather competitive intelligence and integrate it into the business plan. Recommend revenue forecasts and optimal delivery timing.

[2265] Input: Improved draft business plan

[2266] Output: A final business plan that integrates risk factors and competitive information

[2267] Step 8:

[2268] Server: Presents the final business plan to the user and offers options including multiple scenarios (optimal, risk-averse, aggressive strategy, etc.).

[2269] Input: Final business plan

[2270] Output: Final business plan document and scenario options

[2271] Step 9:

[2272] User: Review the proposed plans and scenarios, provide final feedback to the system, and request further revisions or simulations.

[2273] Input: Final feedback and correction instructions

[2274] output: A finalized business plan

[2275] 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.

[2276] 1. System Overview

[2277] This invention is an AI tool for supporting business plan creation, particularly for streamlining accounting-related tasks. The system analyzes a company's existing documents and data, and then simulates and generates business plans based on them. Furthermore, by combining it with an emotion engine that recognizes the user's emotions, it provides more appropriate and flexible business plans.

[2278] 2. System Configuration

[2279] The system mainly consists of three elements: terminals, servers, and users. Terminals include PCs and mobile devices and are operated by users. The server is the main information processing device that analyzes uploaded materials, generates business plans, and regenerates them based on user input. The emotion engine recognizes emotions from user input data and operations, and feeds the results back to the server.

[2280] 3. Uploading materials

[2281] User:

[2282] 1. Access the system from your PC or mobile device and log in.

[2283] 2. Use the upload function to select and upload your PowerPoint or Excel document.

[2284] 3. Confirm that the materials have been uploaded.

[2285] 4. Analysis of the data

[2286] server:

[2287] 1. Receive the data from the device and temporarily store it in storage.

[2288] 2. The multimodal AI model is activated to analyze the content of the uploaded document, including text, numerical data, and graphs.

[2289] 5. Initial generation of business plan

[2290] server:

[2291] 1. Automatically generate an initial draft business plan based on the analysis results.

[2292] 2. Divide into categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[2293] 3. Compare past performance with target data.

[2294] 6. Reflecting user input

[2295] User:

[2296] 1. Check the initial generated business plan draft on your device.

[2297] 2. Enter business goals and specific requirements into the system in natural language.

[2298] 3. Instruct the system on corrections and additions.

[2299] server:

[2300] 1. Parse and understand user input.

[2301] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[2302] 7. Introducing the Emotion Engine

[2303] Emotion Engine:

[2304] 1. Analyze the user's input data and operations to recognize their emotional state.

[2305] 2. Feedback the recognized emotional state to the server.

[2306] server:

[2307] 1. Adjust your business plan based on feedback from the emotion engine.

[2308] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[2309] 8. Adding risk assessment and competitive information

[2310] server:

[2311] 1. Evaluate risk factors based on the business plan.

[2312] 2. Gather competitive intelligence (market share, activity, technology trends) and integrate it into your plan.

[2313] 3. Add this information to your final business plan.

[2314] 9. Presenting plans and offering options

[2315] server:

[2316] 1. Generate a document to present the final business plan to the user.

[2317] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[2318] 10. User Final Review and Feedback

[2319] User:

[2320] 1. Check the presented plan and each scenario on your device.

[2321] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[2322] 3. Create an action plan based on the final plan.

[2323] Specific examples

[2324] Case 1: Creating an annual budget

[2325] User:

[2326] 1. Upload the Excel file to the system.

[2327] server:

[2328] 2. Analyze the file and generate a draft budget for the current year by comparing it with last year's actual results.

[2329] User:

[2330] 3. Give instructions such as, "I would like to increase investment in new projects this year."

[2331] Emotion Engine:

[2332] 4. Analyze the user's emotions (e.g., eager, cautious, etc.) while they are inputting and provide feedback to the server.

[2333] server:

[2334] 5. Reflecting the instructions and feedback from the emotion engine, regenerate the plan with adjusted budget allocation for new projects.

[2335] server:

[2336] 6. Present the final budget proposal to the user.

[2337] Case 2: Check actual results

[2338] User:

[2339] 1. Upload a PowerPoint presentation summarizing monthly performance.

[2340] server:

[2341] 2. Based on the analyzed data, compare the budget and actual results and generate gap-fill proposals.

[2342] Emotion Engine:

[2343] 3. Analyze the user's reaction to the suggestion and feed back their emotional state to the server.

[2344] server:

[2345] 4. Adjust risk assessment and proposals based on feedback and provide revised proposals.

[2346] User:

[2347] 5. Review the proposal and direct further revisions.

[2348] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and to make flexible and fast strategic decisions that take into account the emotional state of the target.

[2349] The processing flow will be explained below.

[2350] Step 1:

[2351] User: Accesses the system from a PC or mobile device and logs in.

[2352] Step 2:

[2353] User: Use the upload function to select budget and performance documents (PPT and Excel files) and upload them to the system.

[2354] Step 3:

[2355] Server: Temporarily stores data received from the device.

[2356] Step 4:

[2357] Server: Launches a multimodal AI model to analyze the contents of the uploaded documents. Specifically, the text analysis engine extracts keywords and topics from the documents, and the numerical analysis engine extracts data for tables and graphs.

[2358] Step 5:

[2359] Server: Integrates analysis results to generate an initial draft business plan, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[2360] Step 6:

[2361] User: Check the initial generated business plan draft on the device.

[2362] Step 7:

[2363] Users: Enter their business goals and specific requirements into the system in natural language.

[2364] Step 8:

[2365] Server: Receives input from the user and parses it.

[2366] Step 9:

[2367] Server: Regenerates the business plan based on the user's requirements. Repeats simulations as necessary to determine the optimal plan.

[2368] Step 10:

[2369] Server: Evaluate risk factors based on analyzed data, collect competitive information and incorporate it into business plans.

[2370] Step 11:

[2371] Server: Integrates risk assessment and competitive intelligence to generate the final business plan.

[2372] Step 12:

[2373] Server: Generates detailed documentation to present the final business plan.

[2374] Step 13:

[2375] Server: Provides multiple scenarios (optimal scenario, risk-averse scenario, aggressive scenario, etc.) based on the proposed business plan.

[2376] Step 14:

[2377] User: Review the proposed plan and each scenario on their device and provide final feedback as needed.

[2378] Step 15:

[2379] User: Request further revisions and simulations if necessary and create an action plan based on the final plan.

[2380] Step 16:

[2381] Emotion engine: Analyzes user input data and actions to recognize emotional states.

[2382] Step 17:

[2383] Emotion engine: Feedback the recognized emotional state to the server.

[2384] Step 18:

[2385] Server: Adjust your business plan based on feedback from the emotion engine.

[2386] Step 19:

[2387] Server: Adaptively change the content and presentation of the business plan based on the recognized emotions.

[2388] Specific examples

[2389] Case 1: Creating an annual budget

[2390] Step 1:

[2391] User: Uploads an Excel file to the system.

[2392] Step 2:

[2393] Server: Analyzes the file, compares it with last year's actual results, and generates a draft budget for the current year.

[2394] Step 3:

[2395] User: Gives instructions such as, "I want to increase investment in new projects this year."

[2396] Step 4:

[2397] Emotion engine: Analyzes the emotions (e.g., eager, cautious, etc.) of the user while they are inputting and provides feedback to the server.

[2398] Step 5:

[2399] Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[2400] Step 6:

[2401] Server: Presents the final budget proposal to the user.

[2402] Case 2: Check actual results

[2403] Step 1:

[2404] User: Upload a PowerPoint presentation summarizing monthly performance.

[2405] Step 2:

[2406] Server: Based on the analyzed data, compares the budget with the actual results and generates gap-fill proposals.

[2407] Step 3:

[2408] Emotion engine: Analyzes the user's reaction to the suggestions and feeds back their emotional state to the server.

[2409] Step 4:

[2410] Server: Adjusts risk assessment and proposals based on feedback and provides revisions.

[2411] Step 5:

[2412] User: Review the proposal and direct further revisions.

[2413] This system enables companies to achieve high levels of planning accuracy and operational efficiency, and enables fast, flexible strategic decision-making that takes into account the emotional state of users.

[2414] Example 2

[2415] 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 robot 414 will be referred to as a "terminal."

[2416] Creating a business plan requires analyzing a huge amount of data and generating it quickly and accurately. It also requires adjustments based on the user's emotions and specific needs, but existing systems have been unable to do this efficiently.

[2417] The specific processing by the specific 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 means for uploading materials related to budgets and business performance from a terminal, means for analyzing the uploaded materials and extracting data such as text, numerical values, and graphs, means for generating an initial business plan draft based on the analysis results, means for inputting business goals and specific requirements from the terminal, means for analyzing the input information and regenerating the business plan, means for analyzing the user's input data and operations and recognizing the user's emotional state, means for adjusting the business plan based on the recognized emotional state, and means for presenting the final business plan. This enables the rapid creation and adjustment of a business plan based on the materials and requirements provided by the user.

[2418] A "terminal" is a hardware device that allows a user to access and operate the system, and includes PCs and mobile devices.

[2419] "Budget and performance documents" are documents containing data showing a company's budget situation and performance, and specifically include PowerPoint and Excel files.

[2420] "Means for uploading" refers to the function for sending materials from a terminal to a server.

[2421] "Means for analysis" refers to the function by which the server analyzes the contents of uploaded materials and extracts data such as text, numbers, and graphs.

[2422] "Means for generating an initial business plan draft" refers to a function for automatically creating an initial business plan draft based on the analysis results.

[2423] "Means for inputting business goals and specific requirements" refers to an interface through which a user inputs goals and specific requirements related to a business plan into the system.

[2424] "Means for regenerating" refers to the function of recreating and adjusting the business plan based on input from the user.

[2425] "Means for recognizing emotional states" refers to technology that analyzes a user's input data and operations to identify the user's emotions.

[2426] "Means to adjust" refers to the ability to dynamically change the content of the business plan based on the perceived emotional state.

[2427] The "means for presenting the final business plan" refers to a function for displaying the final business plan to the user.

[2428] "Means for assessing risk factors" refers to a function for assessing risk elements included in a business plan based on analyzed data.

[2429] "Means of collecting competitive information and incorporating it into business plans" refers to the function of collecting competitive information such as market share and activity status from the Internet, etc., and incorporating it into business plans.

[2430] "Means for generating multiple scenarios" refers to a function that creates multiple different scenarios based on a business plan and provides them to the user as options.

[2431] MODE FOR CARRYING OUT THE INVENTION

[2432] This invention is a system for supporting the creation of business plans, and aims to improve the efficiency of accounting-related tasks in particular. This system is implemented using the following components and methods.

[2433] System Overview

[2434] This system analyzes documents uploaded via terminals (PCs or mobile devices) on a server and generates business plans. It also combines an emotion engine to recognize users' emotions and provide more appropriate and flexible business plans. The system includes the following main elements:

[2435] 1. Terminal (PC or mobile device)

[2436] A hardware device that allows users to access and operate the system.

[2437] 2. Server

[2438] The system analyzes uploaded materials, generates business plans, and regenerates them based on user feedback. The specific software used is a multimodal AI model (e.g., GPT-4).

[2439] 3. Emotion Engine

[2440] This is an engine that analyzes the user's input data and operations to recognize their emotional state. For example, IBM Watson Tone Analyzer is used.

[2441] Uploading materials

[2442] User:

[2443] 1. The user accesses the system from a PC or mobile device and logs in.

[2444] 2. Use the upload function to select and upload budget and performance documents (PPT or Excel files).

[2445] 3. Verify that the upload is complete.

[2446] Analysis of data

[2447] server:

[2448] 1. The server temporarily stores the data received from the terminal.

[2449] 2. Launch a multimodal AI model (e.g., GPT-4) to analyze the content of the uploaded material (text, numerical data, graphs, etc.).

[2450] Generate a business plan

[2451] server:

[2452] 1. Automatically generate an initial draft business plan based on the analysis results.

[2453] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[2454] Reflecting user input

[2455] User:

[2456] 1. The user checks the initially generated business plan draft on the terminal.

[2457] 2. Enter business goals and specific requirements into the system in natural language.

[2458] 3. Instruct the system on corrections and additions.

[2459] server:

[2460] 1. Use a natural language processing (NLP) engine to parse input from the user.

[2461] 2. Regenerate the business plan based on your input and make any necessary adjustments.

[2462] Introducing the Emotion Engine

[2463] Emotion Engine:

[2464] 1. Analyze the user's input data and operations to recognize their emotional state.

[2465] 2. Feedback the recognized emotional state to the server.

[2466] server:

[2467] 1. Adjust your business plan based on feedback from the emotion engine.

[2468] 2. Adaptively change the content and presentation of your business plan in response to perceived emotions.

[2469] Examples of specific examples and prompts

[2470] Case 1: Creating an annual budget

[2471] 1. User: Uploads an Excel file to the system.

[2472] Sample prompt: "I'm uploading a file with my annual budget. Can you compare it with last year's actual data and create a budget proposal for this year?"

[2473] 2. Server: Analyzes the file and generates a draft budget for the current fiscal year based on the actual data from the previous fiscal year.

[2474] 3. User: Gives instructions such as, "I would like to increase investment in new projects this year."

[2475] Sample prompt: "We would like to allocate a large amount of budget to a new project this fiscal year. Can you suggest a specific allocation?"

[2476] 4. Emotion engine: Analyzes the emotions of the user while they are typing and provides feedback to the server.

[2477] Example prompt: "The user is expressing a motivated emotion."

[2478] 5. Server: Reflects the instructions and feedback from the emotion engine and regenerates the plan with adjusted budget allocation for new projects.

[2479] Example prompt: "We have taken the emotional feedback into account. We will take a more budgetary approach to new projects."

[2480] 6. Server: Presents the final budget proposal to the user.

[2481] Example prompt: "I've created a budget proposal with increased investment in new projects. Please review it."

[2482] Case 2: Check actual results

[2483] 1. User: Upload a PowerPoint presentation summarizing monthly performance.

[2484] Example prompt: "I have uploaded a presentation of my monthly performance. Please analyze the gap between the forecast and actual results."

[2485] 2. Server: Analyzes data, compares budgets to actual results, and generates gap-fill proposals.

[2486] 3. Emotion engine: Analyzes the emotions of the user who receives the suggestion and provides feedback to the server.

[2487] Example prompt: "Users expressed positive sentiment toward the suggestion."

[2488] 4. Server: Adjusts risk assessment and recommendations based on feedback and provides revisions.

[2489] Sample prompt: "We have incorporated the positive feedback and generated a revised proposal."

[2490] 5. User: Review the proposal and direct further revisions.

[2491] Example prompt: "I've reviewed your proposal. There are some changes. Please make the changes again."

[2492] As described above, this system provides advanced analytical capabilities and a business plan creation function that takes user emotions into consideration, thereby significantly improving the accuracy and efficiency of business plans.

[2493] The flow of the identification process in the second embodiment will be described with reference to FIG.

[2494] The flow of this system's program processing

[2495] Step 1: Login and Access

[2496] User:

[2497] 1. The user accesses the system from a PC or mobile device and opens the login page.

[2498] 2. Enter your credentials (username, password) on the login page and click the "Login" button.

[2499] 3. The server receives the credentials and checks them against a database.

[2500] 4. If authentication is successful, the server generates the user's homepage and sends it to the terminal.

[2501] Input: User credentials (username, password)

[2502] Output: Authentication result, user's homepage

[2503] What happens: When a user logs in, the server checks the credentials against the database. If authentication is successful, the user's home page is sent to the device.

[2504] Step 2: Upload your materials

[2505] User:

[2506] 1. The user clicks the "Upload" button on the home page to open the upload window.

[2507] 2. The user selects budget and performance documents (PPT or Excel files) from the upload window and clicks the "Upload" button.

[2508] 3. Verify that the upload is complete.

[2509] Device:

[2510] 1. The device sends the selected file to the server.

[2511] server:

[2512] 1. The server receives the data sent from the terminal and stores it in storage.

[2513] 2. The server notifies the user that the material has been successfully uploaded.

[2514] Input: User-selected materials (PPT or Excel files)

[2515] Output: Upload completion notification

[2516] Specific operation: When a user uploads a document, the device sends the file to the server, and the server receives it and stores it in storage.

[2517] Step 3: Analyze the material

[2518] server:

[2519] 1. The server launches a multimodal AI model (e.g., GPT-4) to analyze the received material.

[2520] 2. The AI ​​model scans the document's text, numerical data, graphs, etc. and outputs it as structured data.

[2521] 3. Save the analysis results and prepare for the generation of an initial business plan.

[2522] Input: Uploaded materials

[2523] Output: Analysis results (structured data)

[2524] Specific operation: The server analyzes the document using a multimodal AI model and extracts text, numerical data, and graphs.

[2525] Step 4: Initial generation of business plan

[2526] server:

[2527] 1. Automatically generate an initial draft business plan based on the analysis results.

[2528] 2. Organize your plan into the following categories: budget planning, gap analysis, risk assessment, and competitive intelligence.

[2529] Input: Analysis results of data

[2530] Output: Initial business plan draft

[2531] Specific operation: Based on the analysis results of the documents, the server automatically generates an initial draft of the business plan and organizes it into various categories.

[2532] Step 5: Reflecting user input

[2533] User:

[2534] 1. The user checks the initially generated business plan draft on the terminal.

[2535] 2. Enter business goals and specific requirements into the system in natural language.

[2536] 3. Instruct the system on corrections and additions.

[2537] server:

[2538] 1. The server uses a natural language processing (NLP) engine to parse the input from the user.

[2539] 2. Regenerate your business plan based on your inputs and make any necessary adjustments.

[2540] Input: Your business goals and specific requirements

[2541] Output: Revised business plan

[2542] Specific operation: Upon receiving instructions from the user, the server uses an NLP engine to analyze the input and regenerate the business plan.

[2543] Step 6: Implementing the Emotion Engine

[2544] Emotion Engine:

[2545] 1. Analyze the user's input data and operations to recognize their emotional state.

[2546] 2. Feedback the recognized emotional state to the server.

[2547] server:

[2548] 1. The server receives feedback from the emotion engine and adjusts the content and presentation of the business plan.

[2549] Input: User input data and operations

[2550] Output: Emotion engine feedback

[2551] How it works: The emotion engine analyzes emotions from user input and actions and sends feedback to the server, which then adjusts the plan accordingly.

[2552] Step 7: Add risk assessment and competitive information

[2553] server:

[2554] 1. Evaluate risk factors based on your business plan.

[2555] 2. Gather competitive information, such as market share and activity, and integrate it into your business plan.

[2556] Input: Business plan, competitive intelligence data

[2557] Output: A revised business plan with assessed risk factors

[2558] What happens: The server evaluates the risks in the business plan and updates the plan with competitive information.

[2559] Step 8: Present your plan and offer options

[2560] server:

[2561] 1. Generate a document to present the final business plan to the user.

[2562] 2. Provide details of the proposed plan and options, including multiple scenarios based on it (optimal, risk-averse, aggressive, etc.).

[2563] Enter: Revised business plan

[2564] Output: Business plan document for presentation, scenario options

[2565] Specific operation: The server generates the final business plan in a format such as PDF and provides multiple scenarios to the user.

[2566] Step 9: Final user review and feedback

[2567] User:

[2568] 1. Check the presented plan and scenario on your device.

[2569] 2. Provide final feedback to the system and request further revisions or simulations, if necessary.

[2570] 3. Create an action plan based on the final plan.

[2571] Input: Proposed plan and each scenario

[2572] Output: User feedback, final revision requests

[2573] What happens: The user reviews the final business plan and provides feedback if necessary, which the server then uses to make further revisions.

[2574] (Application example 2)

[2575] 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 robot 414 will be referred to as a "terminal."

[2576] Conventional business plan creation support systems have difficulty responding flexibly to user emotions, and in factory production management, generating efficient production schedules has been difficult. In particular, there is a need for risk assessment of production lines and rapid responses to requests from on-site supervisors, but this is difficult to achieve with current systems. Because they are unable to make proposals that take emotions into account or make immediate adjustments, it is difficult to create optimal business plans and production plans.

[2577] The specific processing by the specific processing unit 290 of the data processing device 12 in the application example 2 is realized by the following means.

[2578] In this invention, the server includes means for recognizing emotions from user input data and operations, means for adjusting business plans based on the recognized emotional state, and means for analyzing data from the production management system and generating an optimal production schedule. This enables the generation of flexible business plans that take the user's emotional state into consideration and the formulation of efficient production plans that quickly respond to the requests of site supervisors and operators.

[2579] A "terminal" is a device operated by a user, and includes PCs, mobile terminals, etc.

[2580] "Materials" refers to data and documents related to business plan creation and production schedules, including text, numbers, graphs, Excel files, etc.

[2581] "Analysis" is the process of extracting information from uploaded materials and understanding and processing it according to the purpose.

[2582] A business plan is a concrete action plan that translates a company's goals and strategies into a budget plan, gap analysis, risk assessment, competitive information, and other elements.

[2583] An "emotion engine" is an algorithm or system that analyzes a user's input data and operations and recognizes their emotional state.

[2584] A "production management system" is a system for managing and optimizing production activities within a factory, and includes sensor data and production schedules.

[2585] "Suggestions" refer to recommendations or courses of action generated based on analysis results and perceived sentiment.

[2586] A "scenario" is a set of multiple options or simulation models created based on a business plan or production plan.

[2587] "Risk factors" refer to problems or obstacles that may arise in business or production plans, and they need to be evaluated and managed.

[2588] "Competitive information" is data about competitors in the market, including their activities, market share, technology trends, etc.

[2589] This invention is an AI tool that analyzes corporate documents and generates and regenerates business plans. It combines an emotion engine to recognize the user's emotions and adaptively change the content and presentation method of the business plan.

[2590] 1. System Overview

[2591] The system mainly consists of a terminal operated by the user, a server that analyzes materials and generates plans, and an emotion engine that recognizes the user's emotions.

[2592] 2. Uploading and analyzing materials

[2593] Users upload documents related to budgets and business performance from their devices. The server analyzes the uploaded documents and extracts data such as text, numbers, and graphs. The analysis is performed using data analysis libraries such as Pandas.

[2594] 3. Initial generation of business plan

[2595] The server uses a generative AI model to generate an initial draft business plan based on the extracted data, including budget planning, gap analysis, risk assessment, and competitive intelligence.

[2596] 4. Emotional Engine Adjustment

[2597] When a user inputs their business goals and specific requirements into the device, the server analyzes the information and recreates the business plan. During this process, an emotion engine recognizes emotions from the user's input data and actions, and adjusts the content of the business plan based on that feedback. This emotion engine utilizes the EmotionRecognition library.

[2598] 5. Linking with production management systems

[2599] It can also be linked to factory robots and production management systems. The server analyzes data from the production management system and generates optimal production schedules. For example, it has the ability to collect sensor data from the production line and quickly detect risk factors and implement countermeasures.

[2600] 6. Final presentation to the user

[2601] The final business plan and production schedule are presented to the user via a terminal, where the user can review the proposal and provide feedback if necessary.

[2602] Specific examples

[2603] For example, if a user instructs the system that "I want to increase investment in a new project this fiscal year," the emotion engine will recognize the user's motivated emotions. Based on that feedback, the server will make more detailed adjustments to the budget allocation for the new project.

[2604] Examples of prompt statements

[2605] You can enter the required information into the system using prompts like the following:

[2606] "I want to upload factory production data (.xlsx) and optimize the work order more efficiently."

[2607] This system improves the accuracy of corporate planning and operational efficiency, and supports flexible strategic decision-making that takes user emotions into account.

[2608] The flow of the specific processing in the application example 2 will be described with reference to FIG.

[2609] Step 1:

[2610] Users upload documents related to budgets and business performance from their terminals. Specifically, they select and upload Excel files, PPT files, etc. to the system. The input is the documents related to budgets and business performance to be uploaded, and the output is the document data sent to the server.

[2611] Step 2:

[2612] The server receives the uploaded materials and temporarily stores them in storage. The input is the material data sent by the user, and the output is the data stored in the server's storage. Specifically, the data is prepared in a state that can be analyzed using an appropriate method depending on the file format.

[2613] Step 3:

[2614] The server analyzes the materials and extracts data such as text, numbers, and graphs. A data analysis library (such as Pandas) is used for this process. The input is the material data stored in the server's storage, and the output is the extracted data such as text, numbers, and graphs. The server inputs this data into an analysis engine and extracts the required information.

[2615] Step 4:

[2616] The server generates an initial draft business plan using a generative AI model. The input is the data analyzed and extracted in step 3, and the output is the initial draft business plan. Specifically, the AI ​​model generates a business plan based on the data, including a budget plan, gap analysis, risk assessment, and competitive information.

[2617] Step 5:

[2618] Users input business goals and specific requests into the system in natural language from a terminal. The input is the business goal or request entered by the user, and the output is the information sent to the server. Specifically, users provide text-based instructions using the input interface on their terminal.

[2619] Step 6:

[2620] The server analyzes the information entered by the user and regenerates the business plan. The input is the user's business goals and requirements, and the output is the regenerated business plan. The analysis uses natural language processing libraries and dedicated AI models.

[2621] Step 7:

[2622] The server uses an emotion engine to recognize emotions from user input data and operations. The input is the user's text input and operation data, and the output is the recognized emotional state. Specifically, emotions are analyzed using the EmotionRecognition library.

[2623] Step 8:

[2624] The server adjusts the business plan based on the recognized emotional state. The input is the emotional feedback obtained from the emotion engine, and the output is the adjusted business plan. The server then runs the AI ​​model again to adaptively change the content and presentation depending on the emotion.

[2625] Step 9:

[2626] The server analyzes data from the production management system and generates an optimal production schedule. The input is sensor data and production information from the production management system, and the output is an optimized production schedule. Specifically, it performs risk assessment based on the production management data and takes countermeasures.

[2627] Step 10:

[2628] The server presents the final business plan and production schedule to the user via a terminal. The input is the adjusted business plan and optimized production schedule, and the output is the final document presented to the user. The user reviews the presentation and provides final feedback as needed.

[2629] The specific processing unit 290 transmits the result of the specific processing to the robot 414. In the robot 414, the control unit 46A causes the speaker 240 and the control target 443 to output the result of the specific processing. The microphone 238 acquires voice indicating a user input regarding the result of the specific processing. The control unit 46A transmits voice 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 voice data.

[2630] 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.

[2631] 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 robot 414.

[2632] The emotion identification model 59 as an emotion engine may determine the user's emotion according to a specific mapping. Specifically, the emotion identification model 59 may determine the user's emotion according to an emotion map (see FIG. 9), which is a specific mapping. Similarly, the emotion identification model 59 may determine the robot's emotion, and the identification processing unit 290 may perform identification processing using the robot's emotion.

[2633] FIG. 9 is a diagram illustrating an emotion map 400 on which multiple emotions are mapped. In the emotion map 400, emotions are arranged in concentric circles radiating from the center. Emotions closer to the center of the concentric circles are more primitive. Emotions representing states and actions arising from a state of mind are arranged on the outer edges of the concentric circles. The concept of emotion includes both affect and mental states. Emotions generally generated from reactions occurring in the brain are arranged on the left side of the concentric circles. Emotions generally induced by situational judgment are arranged on the right side of the concentric circles. Emotions generally generated from reactions occurring in the brain and induced by situational judgment are arranged on the upper and lower sides of the concentric circles. Furthermore, the emotion of "pleasure" is arranged on the upper side of the concentric circles, and the emotion of "discomfort" is arranged on the lower side. In this way, in the emotion map 400, multiple emotions are mapped based on the structure by which emotions are generated, and emotions that tend to occur simultaneously are mapped close to each other.

[2634] These emotions are distributed in the 3 o'clock direction on emotion map 400, and typically fluctuate between relief and anxiety. In the right half of emotion map 400, situational awareness dominates over internal sensations, resulting in a sense of calm.

[2635] The inside of emotion map 400 represents what is going on in the mind, and the outside of emotion map 400 represents behavior, so the further you go outside emotion map 400, the more visible the emotions become (the more they are expressed in behavior).

[2636] Human emotions are based on various balances, such as posture and blood sugar levels. When these balances deviate from the ideal, a state of discomfort is indicated, and when they approach the ideal, a state of pleasure is indicated. Emotions can also be created for robots, automobiles, and motorcycles, based on various balances, such as posture and remaining battery life. When these balances deviate from the ideal, a state of discomfort is indicated, and when they approach the ideal, a state of pleasure is indicated. An emotion map can be generated, for example, based on Dr. Mitsuyoshi's emotion map (Research on Voice Emotion Recognition and Emotional Brain Physiological Signal Analysis Systems, Tokus...

Claims

1. A means to upload budget and performance documents from the device, A means to analyze uploaded materials and extract data such as text, numbers, and graphs, means for generating an initial draft business plan based on the analysis results; A means of inputting business goals and specific requirements from a terminal; A means for analyzing the input information and regenerating the business plan; A means of presenting the final business plan; A system including:

2. A means of assessing risk factors based on the analyzed data; A means of gathering competitive intelligence and incorporating it into your business plan; The system of claim 1 further comprising:

3. The system of claim 1 further comprising means for generating a plurality of scenarios and providing a user with options.

Images