Information processing device, information processing method, and program
The information processing system integrates insurance contract data with user inputs in messaging apps, enhancing the management of insurance information and enabling personalized services and contact delivery, thus addressing inefficiencies in existing systems.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-09-11
- Publication Date
- 2026-03-24
AI Technical Summary
Existing systems lack efficient methods for centrally managing insurance information, particularly in integrating insurance contract data with user interactions through messaging applications, leading to inefficiencies in providing personalized services and contact information.
An information processing system that acquires insurance contract information from external sources, compares and associates user input data via messaging apps, and facilitates linking user IDs with insurance contract information, enabling personalized service provision and contact information delivery.
Enhances the convenience of managing insurance information by allowing personalized insurance-related services and contact information delivery through messaging applications, improving user engagement and service efficiency.
Smart Images

Figure 2026052466000001_ABST
Abstract
Description
Technical Field
[0006] , , ,
[0007] , ,
[0001] The present invention relates to an information processing apparatus, an information processing method, and a program.
Background Art
[0002] Patent Document 1 discloses a technique for centrally managing insurance information.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
[0008] To solve the above problems, a program according to one aspect of the present invention causes a computer to perform a contract information acquisition process for acquiring insurance contract information held by an insurance agency from an external information processing device, an input information acquisition process for acquiring input information entered by a user via a messaging application, and an association process for comparing the insurance contract information with the input information and associating a user ID that identifies the user on the messaging application with the insurance contract information. [Effects of the Invention]
[0009] According to one aspect of the present invention, the convenience of a technology for centrally managing insurance information can be improved. [Brief explanation of the drawing]
[0010] [Figure 1] This is a block diagram showing an example configuration of an information processing device according to the present invention. [Figure 2] This is a flowchart illustrating an example of the flow of the information processing method according to the present invention. [Figure 3] This is a flowchart illustrating an example of the flow of the information processing method according to the present invention. [Figure 4] This is a flowchart illustrating an example of the flow of the information processing method according to the present invention. [Figure 5] This is a flowchart illustrating an example of the flow of the information processing method according to the present invention. [Figure 6] This figure shows an example of a terminal screen display connected to the information processing device according to the present invention. [Figure 7]It is a diagram showing an example of the data flow in the information processing apparatus according to the present invention. [Figure 8] It is a diagram showing an example of the data flow in the information processing apparatus according to the present invention. [Figure 9] It is a diagram showing an example of the data flow in the information processing apparatus according to the present invention.
Mode for Carrying Out the Invention
[0011] 〔Embodiment 1〕 Hereinafter, an embodiment of the present invention will be described in detail.
[0012] (Configuration of Information Processing Apparatus 1) The configuration of the information processing apparatus 1 will be described with reference to FIG. 1. FIG. 1 is a block diagram showing a configuration example of the information processing apparatus 1. As shown in FIG. 1, the information processing apparatus 1 includes a control unit 10, a storage unit 20, a communication unit 30, and an input / output unit 40.
[0013] (Control Unit 10) The control unit 10 controls each part of the information processing apparatus 1 in an overall manner. As an example, as shown in FIG. 1, the control unit 10 includes a contract information acquisition unit 11, an input information acquisition unit 12, an association unit 13, a guidance transmission unit 14, a specific link transmission unit 15, a contact information providing unit 16, and a proposal providing unit 17.
[0014] (Contract Information Acquisition Unit 11) The contract information acquisition unit 11 acquires insurance contract information possessed by an insurance agency from an external information processing apparatus.
[0015] The insurance contract information is information indicating the content of an insurance contract between a user and an insurance company. The user may be the insured. Specific examples of the insurance subject to the insurance contract include, but are not limited to, for example, property insurance, life insurance, etc. Hereinafter, the case where the insurance contract is an employment insurance contract subscribed in the workplace unit to which the user belongs will be described, but the present embodiment is not limited to this.
[0016] Incidentally, the insurance contract information may, for example, include the user's attribute information. The user's attribute information indicates the characteristics of the user. Specific examples of the user's attribute information include gender, date of birth, address, and the like.
[0017] Specific examples of the information included in the insurance contract information include, as item names of the information, · Insurance certificate number · Name of the insurance contract holder · Gender of the insurance contract holder · Date of birth of the insurance contract holder · Address of the insurance contract holder · Employee code of the insurance contract holder · Company name of the insurance contract holder · Department of the insurance contract holder · Name of the subscribed product · Compensation details · Insured person · Insurance premium · Insurance amount / Benefit amount · Contract date · Insurance start date / End date <000
[0020] (Input information acquisition unit 12) The input information acquisition unit 12 acquires input information entered by the user via a messaging application.
[0021] A messaging application is an application used to send and receive messages between users who have been assigned a user ID. Examples of data included in messages sent and received through a messaging application include text data, audio data, image data, and video data. A user ID is an identifier that identifies a user within a messaging application. Furthermore, user IDs are assigned by the messaging application's service provider to users who register for the application.
[0022] Furthermore, the messaging application is an application that runs on the user terminal UD. The user terminal UD is an external device to the information processing device 1 and is equipped with at least one of the input / output devices such as a keyboard, mouse, display, or touch panel. Specific examples of user terminal UD include smartphones, tablet computers, and personal computers. For example, the user terminal UD is connected to the information processing device 1 via network N. Also, for example, the user terminal UD communicates with the communication unit 30. Network N and the communication unit 30 will be described later.
[0023] Examples of messaging applications include LINE (registered trademark), WeChat, and WhatsApp.
[0024] The input information is data entered by the user into the messaging application. Furthermore, the input information includes information corresponding to at least one of the pieces of information included in the insurance contract information. For example, the content of the input information that the user enters into the messaging application may be pre-specified to the user from among the pieces of information included in the insurance contract information. Specifically, if the insurance contract information includes the items shown in the example above, the inputter information may include the date of birth of the user who is the insurance policyholder, and the employee code at the user's workplace. In this case, the user enters their date of birth and employee code into the messaging application.
[0025] (Association section 13) The association unit 13 compares the insurance contract information with the input information and associates the user ID used to identify the user on the messaging application with the insurance contract information.
[0026] "Comparing insurance contract information with input information" means determining whether the items included in the insurance contract information and the input information are the same.
[0027] "Associating a user ID with insurance contract information" means linking the user ID with insurance contract information when there is a match between the insurance contract information and the input information for the common items mentioned above. As an example, consider a case where each record in the table where insurance contract information is stored contains insurance contract information for each user. In this case, the association unit 13 may link, or associate, the user ID with the insurance contract information by adding user ID data that identifies the input user, who is the user who entered the input information, to the record of insurance contract information that contains information that matches the input information.
[0028] As a concrete example, consider a case where both the insurance contract information and the inputter information include the date of birth and employee code fields. In this case, the association unit 13 compares the date of birth and employee code between the insurance contract information and the input information, as an example. Then, it identifies combinations of insurance contract information and input users who entered the input information where both the date of birth and employee code match. For the insurance contract information and input users included in the identified combinations, the association unit 13 links, or associates, the user ID to the insurance contract information by adding user ID data that identifies the input user to the record of the insurance contract information, as an example.
[0029] With the above configuration, it is possible to identify insurance contract information that may be the target of messages exchanged via the messaging application for each user.
[0030] (Information transmission unit 14) The guidance transmission unit 14 identifies the user ID based on the telephone number included in the insurance contract information. Then, the guidance transmission unit 14 sends a guidance message to the user corresponding to the identified user ID via the messaging application. The insurance contract information may include, for example, the telephone number assigned to the user when the user contracts with a telecommunications carrier. In addition, for example, the telephone number may be included in the information registered by the user when registering for the messaging application.
[0031] The information transmission unit 14, as an example, queries a system such as a server that manages user registration information for messaging applications regarding the telephone number included in the insurance contract information. If user registration information containing the same telephone number is identified, the information transmission unit 14, as an example, identifies the user ID corresponding to that user registration information.
[0032] Here, the guidance message is a message that instructs the user to link the identified user ID with a service provider ID corresponding to the service provided by the information processing device 1 on the messaging application.
[0033] The services provided by the information processing device 1 on the messaging application are insurance contract-related services, such as the confirmation of insurance contract information and the provision of contact information in the event of an accident, as described later.
[0034] For example, by linking the aforementioned service provision ID to a specified user ID, messages and other communications may be limited to the user corresponding to that user ID and the service provider. Alternatively, the input information acquisition unit 12 may acquire the above-mentioned input information from the user corresponding to the user ID linked to the service provision ID.
[0035] Here, the guidance message may, for example, request prior user consent when linking a user ID with a service provider ID. ID linking may, for example, be performed when the user consents to the ID linking.
[0036] A concrete example of linking a user ID and a service provider ID on a messaging application is the registration of a user ID as a friend of the service provider ID when the messaging application is LINE (registered trademark). In this case, the guidance sending unit 14, as an example, sends a guidance message via LINE (registered trademark) to the user corresponding to the user ID identified as described above, instructing them to register the user ID as a friend of the service provider ID.
[0037] With the above configuration, it is possible to send guidance messages to users corresponding to insurance contract information, instructing them on how to link their IDs.
[0038] (Specific link transmission unit 15) The specific link transmission unit 15 sends a specific link to the user via email and SMS (Short Message Service) to link a service provision ID corresponding to a service provided by the information processing device 1 on the messaging application with the user ID. The specific link may be a link to a web page for ID linking in the messaging application, or it may be a link based on a scheme that launches the messaging application on the terminal used by the user. For example, the email address to which the email is sent may be an email address provided by the user in connection with the insurance contract. For example, the recipient of the SMS may be a telephone number provided by the user in connection with the insurance contract.
[0039] Here, as an example, a service provider ID corresponding to the service provided by the information processing device 1 on the messaging application may be linked to the specified user ID. ID linking may be performed, for example, by the user authenticating the messaging application's user ID on the web page indicated by the specified link and consenting to ID linking. Alternatively, ID linking may be performed, for example, by the user consenting to ID linking on the messaging application launched by the specified link.
[0040] With the above configuration, the service provision ID can be linked to the user ID using email or SMS.
[0041] (Contact Information Section 16) The contact information provision unit 16, upon receiving an inquiry from a user for the insurance company's contact information via a messaging application, provides the user with the insurance company's contact information based on the insurance contract information associated with the user ID that identifies the user.
[0042] The insurance company's contact information is the contact point that users use when contacting the insurance company regarding insurance contracts and other related matters. Specific examples of the insurance company's contact information include the contact point for notifying the insurance company of an accident that may be covered by the insurance contract, and the contact point for filing insurance claims for such accidents. Here, the insurance company's contact information may be predetermined according to each individual insurance contract, for example. Specific examples of the insurance company's contact information include the URL of the insurance company's website, the telephone number of the insurance company's customer service representative, and the email address of the insurance company's customer service representative.
[0043] Furthermore, the contact information of insurance companies may, for example, be pre-stored in the information processing device 1 (more specifically, the storage unit 20 described later). For example, an insurance agent may create a list of the contact information of insurance companies corresponding to each insurance contract they handle. This list may, for example, be pre-stored in the storage unit 20 described later.
[0044] Furthermore, as an example, the data containing the content of the insurance company contact inquiry obtained by the contact information provision unit 16 from the user may also include information indicating which of the insurance products the user has subscribed to has been selected for the inquiry.
[0045] For example, the contact information provision unit 16 identifies one or more insurance contracts associated with a user ID that identifies a user who has inquired about the contact information of an insurance company. Then, for example, the contact information provision unit 16 identifies the contact information of the insurance company related to the one or more insurance contracts that the user inquired about, and provides the identified contact information to the user.
[0046] Furthermore, as an example, if the user has selected one of the insurance products they are subscribed to, the contact information provision unit 16 identifies the contact information for the insurance contract of the insurance product selected by the user and provides the identified contact information to the user.
[0047] With the above configuration, the messaging application can send contact information for the insurance company to the user in response to their inquiry.
[0048] (Proposal Providing Department 17) The proposal provision unit 17 provides the user with proposal information on the messaging application, corresponding to the attribute information contained in the insurance contract information associated with the user ID that identifies the user.
[0049] Proposal information includes information that includes proposals from businesses such as insurance agencies to users. Specific examples of proposal information include advertisements for insurance products, etc., sent to users by businesses such as insurance agencies. For example, proposal information may include content that proposes insurance products, etc., tailored to each user's attribute information, such as date of birth or gender.
[0050] With the above configuration, insurance agents and other parties can send personalized proposals to users via the messaging application, tailored to the user's attributes.
[0051] (Storage unit 20) The storage unit 20 stores various data referenced by the control unit 10, as well as various data generated by the control unit 10. For example, the storage unit 20 stores: • Insurance contract information INS • Input information • User ID (UID) • Association information REL • Specific Information DET • Contact Information CON Proposal Information PROP It is stored there.
[0052] Insurance contract information (INS) is information that shows the details of the insurance contract between the user and the insurance company. The user may also be the policyholder of the insurance contract. Specific examples of insurance covered by the insurance contract are not limited to these, but include, for example, property and casualty insurance and life insurance.
[0053] Specific examples of information included in the insurance contract information INS include the item names of the information items, • Insurance policy number • Name of the insurance policyholder • Gender of the insurance policyholder • The policyholder's date of birth • Address of the insurance policyholder • Employee code of the insurance policyholder • Name of the insurance policyholder's company • Department of the insurance policyholder ·Participating product name ·Compensation details • Insured person • Insurance premiums • Insurance amount • Benefit amount • Contract date Insurance start date and end date • Insurance policyholder's phone number • Insured person's date of birth • Numbers for each insured person • Numbers for each insured person These are some examples.
[0054] Insurance contract information INS may, for example, be stored in a table on a database, which is an example of a storage unit 20. In this case, for example, each record on the table where insurance contract information INS is stored may contain insurance contract information for each user.
[0055] Input information (INPUT) is data entered by the user into the messaging application. Furthermore, input information (INPUT) includes at least one of the pieces of information contained in the insurance contract information (INS). For example, the content of input information (INPUT) entered by the user into the messaging application may be pre-specified to the user from the information contained in the insurance contract information (INS).
[0056] The User ID (UID) is an identifier that identifies a user within a messaging application. The UID is assigned by the messaging application's service provider to users who register for that application.
[0057] The association information REL is information that shows the result of the association unit 13 comparing the insurance contract information INS and the input information INPUT and associating the user ID, which identifies the user on the messaging application, with the insurance contract information INS. As an example, consider a case where each record in the table where the insurance contract information INS is stored stores insurance contract information for each user. In this case, the association unit 13 may associate the user ID with the insurance contract information INS by adding user ID data that identifies the input user, who is the user who entered the input information INPUT, to the record of the insurance contract information INS that contains information that matches the input information INPUT.
[0058] The specific information DET is information indicating the result of the guidance transmission unit 14 identifying a user ID based on the telephone number included in the insurance contract information INS. For example, the guidance transmission unit 14 queries a system such as a server that manages user registration information for messaging applications for the telephone number included in the insurance contract information INS. If user registration information containing the same telephone number is identified, for example, the guidance transmission unit 14 identifies the user ID corresponding to that user registration information.
[0059] Inquiry information QU is information that indicates the content of an inquiry from a user. For example, inquiry information QU may include data in which the user inquired about the contact information of an insurance company (contact information CON, described later) related to insurance contract information INS. Also, for example, inquiry information QU may include information indicating which of the insurance products the user has subscribed to has been selected for the inquiry. Also, for example, the contact information provision unit 16 may obtain inquiry information QU from the user via a messaging application.
[0060] Contact Information CON is information that includes the insurance company's contact information related to the insurance contract information INS. Specific examples of information included in Contact Information CON include contact information for notifying the insurance company of an accident that may be covered by the insurance contract, and the contact information for filing insurance claims for that accident. Here, Contact Information CON may be predetermined according to each insurance contract, for example. Specific examples of Contact Information CON include the insurance company's website URL, the insurance company's customer service phone number, and the insurance company's customer service email address.
[0061] Furthermore, the contact information CON may, for example, be pre-stored in the information processing device 1 (more specifically, the storage unit 20 described later). For example, the contact information CON may include information compiled by the insurance agent, listing the contact information of insurance companies corresponding to each insurance contract handled by the insurance agent. Then, the contact information CON including the said list may, for example, be pre-stored in the storage unit 20.
[0062] Proposal information (PROP) is information that includes proposals from businesses such as insurance agencies to users. For example, proposal information (PROP) may include content that proposes insurance products tailored to each attribute of the user, such as date of birth or gender, which are included in the user's attribute information.
[0063] (Communications Section 30) The communication unit 30 communicates with devices outside the information processing device 1. For example, the communication unit 30 communicates with various external devices connected to the information processing device 1 via the network N. The communication unit 30 transmits data supplied from the control unit 10 to the outside and supplies data received from the external devices to the control unit 10. The specific configuration of the network N is not limited to this exemplary embodiment, but as an example, a wireless LAN (Local Area Network), wired LAN, WAN (Wide Area Network), public telephone network, mobile data communication network, or a combination of these networks can be used.
[0064] (Input / output section 40) The input / output unit 40 is configured to include at least one of the following input / output devices: a keyboard, mouse, display, printer, touch panel, etc. Alternatively, the input / output unit 40 may be configured to have input / output devices such as a keyboard, mouse, display, printer, touch panel, etc. connected to it. In this configuration, the input / output unit 40 receives various types of information from the connected input device to the information processing device 1. The input / output unit 40 also outputs various types of information to the connected output device under the control of the control unit 10. An interface such as USB (Universal Serial Bus) can be used as the input / output unit 40.
[0065] (Information processing method S1 flow) The flow of the information processing method S1 executed by the information processing device 1 will be explained with reference to Figure 2. Figure 2 is a flowchart showing an example of the flow of the information processing method S1. As an example, the information processing method S1 includes a process for linking a user ID and a service provision ID, and a process for associating a user ID with insurance contract information. As an example, as shown in Figure 2, the information processing method S1 includes a contract information acquisition step (step) S11, a user ID identification step (step) S12, a guidance transmission step (step) S13, an ID linking step (step) S14, an input information acquisition step (step) S15, and an association step (step) S16.
[0066] (Step S11) In step S11, the contract information acquisition unit 11 acquires insurance contract information held by the insurance agency from an external information processing device.
[0067] (Step S12) In step S12, the guidance transmission unit 14 identifies the user ID based on the telephone number included in the insurance contract information.
[0068] (Step S13) In step S13, the guidance transmission unit 14 sends a guidance message to the user corresponding to the identified user ID via the messaging application. Here, the guidance message is a message that instructs the identified user ID to link a service provision ID corresponding to the service provided by the information processing device 1 on the messaging application. Here, as an example, the guidance message may request the user's prior consent when linking the user ID and the service provision ID.
[0069] (Step S14) In step S14, the identified user ID is linked to a service provider ID corresponding to the service provided by the information processing device 1 on the messaging application. ID linking may be performed, for example, by the user consenting to the ID linking.
[0070] (Step S15) In step S15, the input information acquisition unit 12 acquires the input information entered by the user via the messaging application.
[0071] (Step S16) In step S16, the association unit 13 compares the insurance contract information with the input information and associates the user ID used to identify the user on the messaging application with the insurance contract information.
[0072] (Information processing method S2 flow) The flow of the information processing method S2 executed by the information processing device 1 will be explained with reference to Figure 3. Figure 3 is a flowchart showing an example of the flow of the information processing method S2. As an example, the information processing method S2 includes a process for linking a user ID and a service provision ID, and a process for associating a user ID with insurance contract information. As an example, the information processing method S2 includes a contract information acquisition step (step) S11, a specific link transmission step (step) S21, an ID linking step (step) S22, an input information acquisition step (step) S15, and an association step (step) S16, as shown in Figure 3.
[0073] (Step S11) In step S11, the contract information acquisition unit 11 acquires insurance contract information held by the insurance agency from an external information processing device.
[0074] (Step S21) In step S21, the specific link transmission unit 15 transmits a specific link for linking the service provider ID with the user ID via at least one of email and SMS (Short Message Service). The specific link may be a link to a web page for ID linking of the messaging application, or it may be a link based on a scheme that launches the messaging application on the terminal used by the user.
[0075] (Step S22) In step S22, the identified user ID is linked to a service provider ID corresponding to the service provided by the information processing device 1 on the messaging application. ID linking may be performed, for example, by the user authenticating the messaging application user ID on the web page indicated by the specific link and consenting to ID linking. Alternatively, ID linking may be performed, for example, by the user consenting to ID linking on the messaging application launched by the specific link.
[0076] (Step S15) In step S15, the input information acquisition unit 12 acquires the input information entered by the user via the messaging application.
[0077] (Step S16) In step S16, the association unit 13 compares the insurance contract information with the input information and associates the user ID used to identify the user on the messaging application with the insurance contract information.
[0078] (Information processing method S3 flow) The flow of the information processing method S3 executed by the information processing device 1 will be explained with reference to Figure 4. Figure 4 is a flowchart showing an example of the flow of the information processing method S3. As an example, the information processing method S3 includes the process of providing contact information in response to an inquiry from a user. As an example, the information processing method S3 includes an inquiry receiving step (step) S31 and a contact information provision step (step) S32, as shown in Figure 4.
[0079] (Step S31) In step S31, the contact information provision unit 16 receives, i.e., obtains, an inquiry from the user for the insurance company's contact information via a messaging application.
[0080] (Step S32) In step S32, the contact information provision unit 16 provides the user with the contact information of an insurance company based on the insurance contract information associated with the user ID that identifies the user.
[0081] (Information processing method S4 flow) The flow of the information processing method S4 executed by the information processing device 1 will be explained with reference to Figure 5. Figure 5 is a flowchart showing an example of the flow of the information processing method S4. The information processing method S4 includes, as an example, the process of providing suggestion information to the user. The information processing method S4 includes, as an example, the suggestion provision process (step) S41 as shown in Figure 5.
[0082] (Step S41) In step S41, the proposal provision unit 17 provides the user with proposal information on the messaging application that corresponds to the attribute information contained in the insurance contract information associated with the user ID that identifies the user.
[0083] (Example of screen display and functions of user terminal UD connected to information processing device 1) The screen display and functional examples of the user terminal UD connected to the information processing device 1 will be explained with reference to Figure 6. Figure 6 shows an example of the display of the messaging application MA on the screen of the user terminal UD connected to the information processing device 1. The objects that make up the screen display of the messaging application MA are, for example, composed of objects D1 to D5, as shown in Figure 6.
[0084] Object D1 is, for example, an object that displays messages exchanged with a user via the messaging application MA. A specific example would be the chat screen when the messaging application MA is LINE (registered trademark).
[0085] Objects D2 through D5 are, for example, all objects that the user can tap. Here, for example, when the user taps objects D2 through D5, the user terminal's display screen transitions to a different display screen.
[0086] Object D2, for example, is an object that, when tapped by the user, transitions the user to a screen displaying the insurance contract information (INS) that the user has contracted.
[0087] Object D3 is, for example, an object that, when tapped by the user, transitions to a screen where the user can inquire about the insurance company's contact information regarding the insurance contract information (INS) they have contracted. Here, for example, on the destination screen, the user may select which of the insurance products they have subscribed to inquire about.
[0088] Object D4 is, for example, an object that, when tapped by the user, transitions to a screen displaying a list of insurance products handled by the insurance agency. Here, as an example, the insurance products displayed on the transitioned screen may also show the premiums appropriate to the user.
[0089] Object D5 is, for example, an object that, when tapped by the user, transitions to a screen displaying the contact information of an insurance agent. Here, for example, the screen after the transition may display an input form for contacting the insurance agent.
[0090] (Example of user interface functionality for insurance agents on information processing device 1) The information processing device 1 may, for example, include a user interface for insurance agents. Here, for example, the user interface may be displayed via a network N connected to the information processing device 1.
[0091] Specific examples of the functions provided by the user interface for insurance agents of the information processing device 1 include: • Contract Inquiry CSV download • Insurance product registration • Accident contact information registration • Account management screen ·Billing management These are some examples.
[0092] The data downloaded as a CSV file may include, for example, a list of contract details per user, and information on the association between user IDs on the messaging application and insurance contract information (INS).
[0093] The insurance product registration function, for example, includes a feature that links each insurance product with the contact information of the insurance company.
[0094] The accident contact registration function, for example, allows users to register contact information for the insurance company in the event of an accident, depending on the insurance product.
[0095] The account management function includes, for example, a function to grant account permissions for operating the information processing device 1.
[0096] One example of the billing management function is the ability to inquire about the details of the mailing of policyholder certificates for each insurance company.
[0097] (Example of data flow in information processing device 1) Figures 7 to 9 show examples of data flow in the information processing device 1. Note that the network N connecting the devices is not shown in Figures 7 to 9.
[0098] (Example of data flow when linking user ID and insurance contract information) Figure 7 shows an example of the data flow when the information processing device 1 associates the user ID (UID) with the insurance contract information (INS).
[0099] As an example, the information processing device 1 acquires insurance contract information INS from an external information processing device OD, as shown in Figure 7. Also, as an example, the information processing device 1 acquires user-entered input information INPUT via a messaging application MA, as shown in Figure 7. Specific examples of information items included in the input information INPUT include date of birth and employee code, as shown in Figure 7. Here, as an example, both the date of birth and employee code are included in the insurance contract information INS. The messaging application MA operates on the user terminal UD, as shown in Figure 7.
[0100] Furthermore, as an example, the information processing device 1 obtains a user ID (UID) that identifies the user on the messaging application MA, as shown in Figure 7. Here, as an example, the information processing device 1 obtains a user ID (UID) linked to a service provider ID (SID) from the messaging application MA, as shown in Figure 4.
[0101] In the above case, the information processing device 1 compares the date of birth and employee code between the insurance contract information INS and the input information INPUT, as shown in Figure 4 as an example. Then, it identifies combinations of users who entered the insurance contract information INS and input information INPUT, where both the date of birth and employee code match. For the insurance contract information INS and input users included in the identified combination, the information processing device 1 associates, as an example, the user ID UID that identifies the input user on the messaging application MA with the insurance contract information INS.
[0102] (Example of data flow when providing contact information in response to user inquiries) Figure 8 shows an example of the data flow when the information processing device 1 provides contact information CON to the user in response to the user's inquiry information QU.
[0103] As an example, as shown in Figure 8, the information processing device 1 obtains inquiry information QU from a user via the messaging application MA, requesting the contact information (contact information CON) of an insurance company. Here, as an example, the contact information CON may be stored in the information processing device 1 from an external source beforehand, as shown in Figure 8.
[0104] Furthermore, as an example, the information processing device 1 obtains a user ID (UID) to identify a user on the messaging application MA, as shown in Figure 8. The process for obtaining the user ID is the same as explained with reference to Figure 4, so the explanation is omitted here.
[0105] In the above case, as an example, the information processing device 1 provides the user with contact information CON based on the insurance contract information associated with the user ID that identifies the user, in response to the inquiry information QU, as shown in Figure 8. More specifically, as an example, the information processing device 1 identifies one or more insurance contracts associated with the user ID that identifies the user for the user who has obtained the inquiry information QU. Then, as an example, the contact information provision unit 16 identifies the contact information of the insurance company related to the one or more insurance contracts that the user inquired about, and provides the identified contact information to the user.
[0106] (Example of data flow when sending suggestions based on user attributes) Figure 9 shows an example of the data flow when sending a message containing suggested information (PROP) to a user, tailored to the user's attribute information.
[0107] As an example, the information processing device 1 obtains insurance contract information INS from the external information processing device OD, as shown in Figure 9. Here, the insurance contract information INS may include, as an example, user attribute information.
[0108] Furthermore, as an example, the information processing device 1 obtains a user ID (UID) to identify a user on the messaging application MA, as shown in Figure 9. The process for obtaining the user ID is the same as explained with reference to Figure 4, so the explanation is omitted here.
[0109] In the above case, the information processing device 1, as an example, sends a message containing suggestion information PROP to the user to the user ID that identifies the user on the messaging application, as shown in Figure 9. More specifically, the information processing device 1, as an example, sends a message containing suggestion information PROP to the user that identifies the user to the user ID that identifies the user on the messaging application, tailored to each attribute included in the user's attribute information.
[0110] [Examples of implementation using software] The functions of the information processing device 1 (hereinafter referred to as "the device") are programs that cause the device to function as a computer, and these programs can be realized by programs that cause each control block of the device (especially each part included in the control unit 10) to function as a computer.
[0111] In this case, the device includes a computer having at least one control device (e.g., a processor) and at least one storage device (e.g., memory) as hardware for executing the program. By executing the program using this control device and storage device, the functions described in each of the embodiments are realized.
[0112] The above program may be recorded on one or more computer-readable recording media, not temporary ones. These recording media may or may not be provided by the above device. In the latter case, the program may be supplied to the above device via any wired or wireless transmission medium.
[0113] Furthermore, some or all of the functions of each of the above control blocks can also be realized by logic circuits. For example, an integrated circuit in which logic circuits functioning as each of the above control blocks are formed is also included in the scope of the present invention. In addition, it is also possible to realize the functions of each of the above control blocks by, for example, a quantum computer.
[0114] Furthermore, each process described in the above embodiments may be performed by AI (Artificial Intelligence). In this case, the AI may operate on the control device described above, or it may operate on other devices (for example, an edge computer or a cloud server).
[0115] The present invention is not limited to the embodiments described above, and various modifications are possible within the scope of the claims. Embodiments obtained by appropriately combining the technical means disclosed in different embodiments are also included in the technical scope of the present invention.
[0116] 〔summary〕 An information processing device according to aspect 1 of the present invention includes contract information acquisition means for acquiring insurance contract information held by an insurance agent from an external information processing device, input information acquisition means for acquiring input information entered by a user via a messaging application, and association means for comparing the insurance contract information with the input information and associating a user ID that identifies the user on the messaging application with the insurance contract information.
[0117] An information processing device according to aspect 2 of the present invention further comprises, in aspect 1 above, a guidance transmission means that identifies the user ID based on the telephone number included in the insurance contract information and sends a guidance message to the user corresponding to the identified user ID via the messaging application, wherein the guidance message is a message that instructs the identified user ID to link a service provision ID corresponding to the service provided by the information processing device on the messaging application.
[0118] An information processing device according to aspect 3 of the present invention further comprises, in aspect 1 above, a specific link transmission means for transmitting to the user a specific link for linking a service provision ID corresponding to a service provided by the information processing device on the messaging application with the user ID, via at least one of email and SMS (Short Message Service).
[0119] The information processing device according to aspect 4 of the present invention further comprises, in aspect 1 above, a contact information providing means that, in response to receiving an inquiry for the contact information of an insurance company from the user via the messaging application, provides the user with the contact information of an insurance company based on insurance contract information associated with a user ID that identifies the user.
[0120] An information processing device according to aspect 5 of the present invention, in aspect 1 above, further comprises a proposal providing means that provides the user with proposal information on the messaging application, corresponding to the attribute information included in the insurance contract information associated with a user ID that identifies the user, wherein the insurance contract information includes the user's attribute information.
[0121] An information processing method according to aspect 6 of the present invention includes a contract information acquisition process for acquiring insurance contract information held by an insurance agent from an external information processing device, an input information acquisition process for acquiring input information entered by a user via a messaging application, and an association process for comparing the insurance contract information with the input information and associating a user ID that identifies the user on the messaging application with the insurance contract information.
[0122] A program according to aspect 7 of the present invention causes a computer to perform a contract information acquisition process for acquiring insurance contract information held by an insurance agency from an external information processing device, an input information acquisition process for acquiring input information entered by a user via a messaging application, and an association process for comparing the insurance contract information with the input information and associating a user ID that identifies the user on the messaging application with the insurance contract information. [Explanation of Symbols]
[0123] 1. Information Processing Device 10 Control Unit 11. Contract Information Acquisition Department 12 Input Information Acquisition Unit 13. Association section 14. Information transmission unit 15. Specific Link Transmission Section 16. Contact Information Department 17 Proposal Department 20 Memory section 30 Communications Department 40 Input / output section
Claims
1. A contract information acquisition means that obtains insurance contract information held by an insurance agency from an external information processing device. An input information acquisition means for acquiring input information entered by a user via a messaging application, and The system includes a means for comparing the insurance contract information with the input information and associating the user ID used to identify the user on the messaging application with the insurance contract information. Information processing device.
2. The system further includes a means for identifying the user ID based on the telephone number included in the insurance contract information and sending a guidance message to the user corresponding to the identified user ID via the messaging application. The aforementioned guidance message is a message that instructs the user ID identified to link a service provider ID corresponding to the service provided by the information processing device on the messaging application. The information processing apparatus according to claim 1.
3. The messaging application further includes a specific link transmission means for sending a specific link to the user ID, via at least one of email and SMS (Short Message Service), to the user, linking a service provision ID corresponding to a service provided by the information processing device on the messaging application. The information processing apparatus according to claim 1.
4. The system further includes a contact information provision means that, upon receiving an inquiry for insurance company contact information from the user via the messaging application, provides the user with the insurance company's contact information based on insurance contract information associated with a user ID that identifies the user. The information processing apparatus according to claim 1.
5. The aforementioned insurance contract information includes the user's attribute information, The messaging application further includes a proposal provision means that provides the user with proposal information corresponding to the attribute information contained in the insurance contract information associated with the user ID that identifies the user. The information processing apparatus according to claim 1.
6. A contract information acquisition process in which an insurance agency obtains insurance contract information from an external information processing device. Input information acquisition process that obtains input information entered by the user via a messaging application, and The process includes comparing the insurance contract information with the input information and associating the user ID used to identify the user on the messaging application with the insurance contract information. Information processing methods.
7. On the computer, A contract information acquisition process in which an insurance agency obtains insurance contract information from an external information processing device. Input information acquisition process that obtains input information entered by the user via a messaging application, and The insurance contract information and the input information are compared, and an association process is performed to associate the user ID used to identify the user on the messaging application with the insurance contract information. program.
Citation Information
Patent Citations
Insurance information management system, insurance information management method, insurance information management program, and computer readable recording medium with the program recorded
JP2021064121A