Information processing device, method, program

Abstract

To provide technology that facilitates the consideration and planning process for new businesses, while also making the creation of related documents even easier. [Solution] The program causes the processor to receive input from the user for at least some of the items in a predetermined format for the first business, store the input content for at least some of the items in a memory unit, identify a second business which is another business similar to the first business based on the information of the input content for at least some of the items received for the first business, and generate descriptions for each item in the predetermined format for the first business, even for items for which input has not been received from the user, by referring to the information of each item in the predetermined format for the identified second business.

Description

Technical Field

[0004] , , , , , , , , ,

[0005] , , , , , ,

[0001] This disclosure relates to an information processing apparatus, method, and program.

Background Art

[0002] With the emergence of new technologies and changes in the product life cycle, it has become important for businesses to promote new businesses in order to continue their business activities.

[0003] Patent Document 1 describes a technique that points out, as an issue, "efficiently determining the composition of projects that balance the risks that should be tolerated and planned for and the risks that can be actually planned throughout the entire business portfolio of a company." Patent Document 1 describes, as an issue, "reducing the computational load required for risk management of the business portfolio in order to efficiently determine the composition of projects." By focusing on business units as the project portfolio and hierarchically managing the risk management of the business portfolio, the computational load for maximizing business value is reduced. At this time, by assigning risks to business units and controlling the risks across the entire business portfolio, an efficient corporate risk management system can be realized.

Prior Art Documents

Patent Documents

[0006] The purpose of this disclosure is to provide technology that facilitates the consideration of new business planning while further simplifying the creation of related documents. [Means for solving the problem]

[0007] To solve the above problems, a program is provided for operating a computer having one or more computer processors. The memory unit is configured to store information in a default format for business planning, and the default format includes multiple items corresponding to each element constituting the business, and the memory unit holds the contents entered in each item of the default format for each business. The program causes one or more computer processors to perform the following steps: receiving input from a user for at least some of the multiple items of the default format for a first business; storing the contents of at least some of the items entered in the receiving step in the memory unit; identifying a second business, which is another business similar to the first business, based on the information of the contents of at least some of the items received for the first business; generating descriptions of each item of the default format for the first business, even for items for which input has not been received from the user, by referring to the information of each item of the default format for the identified second business; and presenting the generated results to the user for each item. [Effects of the Invention]

[0008] According to this disclosure, it is possible to make the consideration process for planning new businesses easier, while also making the creation of related documents even simpler. [Brief explanation of the drawing]

[0009] [Figure 1] Figure 1 shows the configuration of System 1. [Figure 2] Figure 2 shows the configuration of server 20. [Figure 3] Figure 3 shows the configuration of terminal 10. [Figure 4] Figure 4 shows the data structure of the user database 211. [Figure 5] Figure 5 shows the data structure of the business plan management database 212. [Figure 6] Figure 6 shows the data structure of the approval request database 213. [Figure 7] Figure 7 shows the data structure of the review history database 214. [Figure 8] Figure 8 shows the data structure of the contract management database 215. [Figure 9] Figure 9 shows the data structure of the document management database 216. [Figure 10] Figure 10 shows the process flow for generating the content of each item in a predefined format used for formulating a business plan, based on the input into each item. [Figure 11] Figure 11 shows the workflow for supporting the creation of documents related to business plans. [Figure 12] Figure 12 shows an example of an operation screen that accepts input into each item of a predefined format for business plan development. [Figure 13] Figure 13 shows an example screen where, based on the input content for each field in the format, content for other fields is generated and presented based on past examples. [Figure 14] Figure 14 shows an example of an operation screen that assists in creating documents related to a business plan. [Modes for carrying out the invention]

[0010] Hereinafter, embodiments of the present disclosure will be described with reference to the drawings. In all the drawings for describing the embodiments, the same reference numerals are assigned to common components, and repeated descriptions are omitted. Note that the following embodiments do not unduly limit the content of the present disclosure described in the claims. Also, not all of the components shown in the embodiments are essential components of the present disclosure. Also, each figure is a schematic diagram and is not necessarily drawn precisely.

[0011] Also, in the following description, a "processor" is one or more processors. At least one processor is typically a microprocessor such as a CPU (Central Processing Unit), but may also be another type of processor such as a GPU (Graphics Processing Unit). At least one processor may be single-core or multi-core.

[0012] Also, at least one processor may be a processor in a broad sense, such as a hardware circuit (e.g., FPGA (Field-Programmable Gate Array) or ASIC (Application Specific Integrated Circuit)) that performs part or all of the processing.

[0013] Also, in the following description, an expression such as "xxx table" may be used to describe information from which an output is obtained for an input, but this information may be data of any structure or a learning model such as a neural network that generates an output for an input. Therefore, "xxx table" can be referred to as "xxx information".

[0014] Also, in the following description, the configuration of each table is an example, and one table may be divided into two or more tables, or all or part of two or more tables may be one table.

[0015] In the following description, the "program" may be used as the subject to describe the processing. However, since the program performs the defined processing by being executed by a processor, appropriately using a storage unit and / or an interface unit, etc., the subject of the processing may be the processor (or a device such as a controller having the processor).

[0016] The program may be installed in a device such as a computer, or may be, for example, in a program distribution server or a computer-readable (e.g., non-transitory) recording medium. Also, in the following description, two or more programs may be realized as one program, or one program may be realized as two or more programs.

[0017] Also, in the following description, an identification number is used as identification information for various objects, but other types of identification information (e.g., an identifier including letters and symbols) may be adopted.

[0018] Also, in the following description, when describing elements of the same type without distinction, reference signs (or common signs among the reference signs) are used, and when describing elements of the same type by distinction, the identification numbers (or reference signs) of the elements may be used.

[0019] Also, in the following description, the control lines and information lines indicate those considered necessary for the description, and not necessarily all the control lines and information lines on the product are shown. All the components may be interconnected.

[0020] <Overview of the Embodiment> In the following embodiments, a technology for making it easier for the person in charge of a new business to (1) support the planning of the new business and (2) obtain approval for the planned new business will be described. As a result, it becomes even easier to mass-produce the business plan of the new business.

[0021] Specifically, (1) to support the planning of new businesses, we will describe a technology that accepts input for some of the items in a format that includes multiple items related to business plan formulation (for example, a framework for designing a business model), and generates input content for other items by referring to past cases.

[0022] Furthermore, (2) in order to support obtaining approval for the proposed new business, the system will generate documents that meet evaluation criteria such as profitability, while referring to past cases, accounting data, and contract data, in order to facilitate the creation of documents for obtaining approval in the proposal process.

[0023] <First Embodiment> <1.1 System Configuration Diagram> Figure 1 shows the configuration of System 1.

[0024] System 1, shown in Figure 1, includes a server 20 that provides new business planning services and contract signing / document management services, a user terminal 10, a server 92 that provides business support system services, a server 93 that provides document review services, a server 95 that provides artificial intelligence (large-scale language model) services, a server 96 that provides meeting management services, a server 97 that provides sales support system services, and a server 98 that provides messaging services. These devices are connected to each other via a network 80.

[0025] In the illustrated example, terminal 10 is shown as the terminal used by users of the new business planning service and contract signing / document management service provided by server 20, but each user is operating their own terminal.

[0026] Server 20 is a device for providing a service for planning new businesses.

[0027] Server 20 is a device that provides services for concluding contracts electronically and for managing document data concluded electronically. It should be noted that in System 1, the contract conclusion service provided by Server 20 and the document data management service may be provided by separate devices or different service providers. For example, Server 20 provides a document management service and, in addition to electronically signed contract data, may also optically scan paper contracts with seals to extract information such as the contract period and whether the contract is automatically renewed, and manage this information along with the scanned contract data. This allows for notifications to be sent to the user when the contract period expires.

[0028] Server 20 may also be a server that provides services to support tasks such as submitting approval requests to organizations (business companies, etc.) that conduct business activities. For example, Server 20 provides a service to users that enables them to design a workflow for obtaining budget approval with multiple users.

[0029] Terminal 10 is a device operated by the user.

[0030] The business support system service server 92 provides users with tools that can be used for the organization's business operations. The business support system service server 92 provides users with a system for submitting approval requests as part of the organization's business operations. The business support system service server 92 may also communicate with server 20 to provide server 20 with data accumulated by the approval request service.

[0031] The document review service server 93 accepts document data such as contracts and term sheets that define contract terms, and provides users with information on whether each clause is advantageous or disadvantageous to the company, whether there are any missing clauses, and the importance of the review items, thereby supporting the review of the document data. The document review service server 93 provides the above review support service using rule-based or pre-trained models. As a rule-based approach, for example, it may be possible to perform rule-based reviews of document data by associating specific wording or expressions with pre-defined information on whether the conditions are advantageous or disadvantageous, and explanations. Alternatively, for example, it may be possible to provide the above review service by generating a pre-trained model that responds with review results to document data input, using data from expert reviews of contracts, term sheets, etc., as training data. Furthermore, the document review service server 93 can also summarize the contents of contracts and generate review comments using a large-scale language model, and provide the results to the user. For example, the document review service server 93 may prompt the large-scale language model service server 95 with the document data to be reviewed (such as contract data) and information indicating the review criteria, and instruct the server 95 to perform the review according to the review criteria. By receiving the output of the large-scale language model service server 95, the server 93 may generate review comments for the document data. The document review service server 93 may also communicate with server 20 to provide the server 20 with data accumulated by the document review service.

[0032] Server 95 of the Large-Scale Language Model Service is a server that executes language processing tasks using language models built through learning processes including artificial intelligence (AI). An LLM (Large Language Model) is a model that has been pre-trained on large amounts of data (such as text data), for example, a large amount of web content on the internet, or a large amount of data stored in a designated database, and can perform various language processing tasks by being given a task.

[0033] The AI ​​service server 95 (sometimes referred to as the "large-scale language model service server 95") accepts prompt input in the form of text, images, audio, etc., and generates and responds with answers to those prompts. Examples of LLMs include GPT-3 and GPT-4 developed by OpenAI, and BERT developed by Google.

[0034] The meeting management service server 96 provides a service for managing meeting minutes in organizations and other entities conducting business activities. The meeting management service server 96 holds the following information: • Information on the meeting schedule, participants, etc. • Information on agenda items and minutes accumulated during meetings For example, server 96 manages the identification information and content of agenda items in the database, and associates the agenda item identification information with meeting identification information (which is linked to the meeting date and participant information), as well as meeting minutes information for each agenda item. Multiple agenda items may be discussed in a meeting, and this allows for the extraction of meeting information and meeting minutes information on an agenda item basis.

[0035] The conference management service server 96 may communicate with server 20 to provide server 20 with data accumulated by the conference management service.

[0036] The sales support system service server 97 provides services to support sales activities. For example, the sales support system service server 97 provides the following to the user: • For each sales project, manage information such as the client, transaction details (amount, goods), transaction history (memos, meeting minutes, etc.), and responsible parties (our company, the other party, etc.). • Provide analysis results of sales performance (such as trends in closing rates) for each sales team. The server 97 of the sales support system service may communicate with the server 20 to provide the server 20 with the data accumulated by the sales support system service.

[0037] The messaging service server 98 provides users with a service that allows them to send and receive various types of messages, such as text and files, between users. The service provided by the messaging service server 98 may be an SNS-type service in which an unspecified number of users participate, or it may be a service in which members of an organization participate, or it may simply provide email sending and receiving functionality. Furthermore, it may allow users to send and receive messages one-on-one, or multiple users to form a group (sometimes called a channel) and send and receive messages together. Each user's post may also be able to be replied to in a threaded format.

[0038] The messaging service server 98 may issue a unique URL for each message posted by each user, allowing other services to access each user's posts via that URL.

[0039] In this embodiment, each device (terminal device, server, etc.) can also be considered as an information processing device. That is, the collection of each device can be considered as a single "information processing device," and System 1 may be formed as a collection of multiple devices. The way in which the multiple functions required to realize System 1 according to this embodiment are distributed to one or more hardware can be appropriately determined in view of the processing capacity of each hardware and / or the specifications required for System 1.

[0040] Terminal 10 can be implemented, for example, as follows: • Handheld mobile devices such as smartphones and tablets • Stationary PCs (Personal Computers), Laptop PCs • Wearable devices worn by the user (watch-type, glasses-type, etc.) Terminal 10 includes a communication interface (IF) 12, an input device 13, an output device 14, memory 15, storage 16, and a processor 19.

[0041] The communication interface 12 is an interface for inputting and outputting signals so that terminal 10 can communicate with an external device.

[0042] The input device 13 is a device for receiving input operations from the user (for example, a touch panel, touchpad, pointing device such as a mouse, keyboard, etc.).

[0043] The output device 14 is a device (such as a display or speaker) for presenting information to the user.

[0044] Memory 15 is for temporarily storing programs and data processed by programs, etc., and is a volatile memory such as DRAM (Dynamic Random Access Memory).

[0045] Storage 16 is for storing data, and can be, for example, flash memory or an HDD (Hard Disk Drive).

[0046] The processor 19 is hardware for executing the instruction set described in the program, and consists of an arithmetic unit, registers, peripheral circuits, etc.

[0047] The server 20 includes a communication interface 22, an input / output interface 23, memory 25, storage 26, and a processor 29.

[0048] Communication IF22 is an interface for inputting and outputting signals so that the server 20 can communicate with external devices.

[0049] Input / Output IF23 functions as an interface between an input device for receiving user input operations and an output device for presenting information to the user.

[0050] Memory 25 is for temporarily storing programs and data processed by programs, etc., and is a volatile memory such as DRAM (Dynamic Random Access Memory).

[0051] Storage 26 is for storing data, and can be, for example, flash memory or an HDD (Hard Disk Drive).

[0052] The processor 29 is hardware for executing the instruction set described in the program, and consists of an arithmetic unit, registers, peripheral circuits, etc.

[0053] <1.2 Functional Configuration of Server 20> Figure 2 shows the configuration of server 20. As shown in Figure 2, server 20 functions as a communication unit 201, a storage unit 202, and a control unit 203.

[0054] The communications unit 201 performs processing to enable the server 20 to communicate with external devices.

[0055] The memory unit 202 stores various databases, such as the user database 211, the business plan management database 212, the approval request database 213, the review history database 214, the contract management database 215, and the document management database 216.

[0056] User database 211 is a database for managing users.

[0057] User database 211 contains information necessary for using the services provided by server 20, such as the user's name and employee number. Further details will be provided later.

[0058] The business plan management database 212 is a database that manages information related to the formulation of business plans. Further details will be provided later.

[0059] The approval request database 213 is a database that manages applications for approval, such as those for concluding contracts. For example, server 20 communicates with server 92 of the business support system service to obtain information related to the approval request and update the approval request database 213. Further details will be described later.

[0060] Review History Database 214 is a database that manages the history of reviews performed on document data such as contracts. Further details will be provided later.

[0061] The contract signing management database 215 is a database that manages the contract signing process carried out by the electronic contract service provided by server 20. Further details will be described later.

[0062] The document management database 216 is a database for managing document data and includes information for managing document data concluded through the electronic contract service provided by server 20. Further details will be described later.

[0063] The control unit 203 is realized when the processor 29 reads a program stored in the memory unit 202 and executes instructions contained in the program. By operating according to the program, the control unit 203 performs the functions shown as the reception control module 2041, transmission control module 2042, user management module 2043, contract signing processing module 2044, document management module 2045, approval processing module 2046, LLM utilization module 2047, review processing module 2048, business plan management module 2049, and summary presentation module 2050.

[0064] The receive control module 2041 controls the process by which the server 20 receives signals from external devices according to a communication protocol.

[0065] The transmission control module 2042 controls the process by which the server 20 transmits signals to external devices according to a communication protocol.

[0066] The user management module 2043 is a module for managing information for each user using System 1. Specifically, the user management module 2043 accepts registration of each user's information and updates the user database 211.

[0067] The contract signing module 2044 controls the process of parties approving document data as part of the process of concluding a contract electronically. Specifically, the contract signing module 2044 notifies each user approving the document data and updates the contract signing management database 215 in response to the operation of approving the document data.

[0068] The document management module 2045 controls the process of managing document data by referring to the document management database 216. Specifically, based on the contract period information set in the document data, the document management module 2045 notifies the user of whether to renew the contract upon the expiration of the contract period, and updates the document management database 216 in response to user actions (such as renewing the contract).

[0069] The approval processing module 2046 receives an operation from a user to submit an approval request and controls the process by which approvers approve the request. Specifically, the approval processing module 2046 notifies each user who approves the request and updates the approval request database 213 in response to the operation to approve the request.

[0070] The LLM utilization module 2047 is a program module that performs processing related to the use of LLM, such as generating prompts to send to the server 95 of the large-scale language model service, sending the generated prompts as instructions to the server 95 of the large-scale language model service, receiving the results output by the server 95 of the large-scale language model service in response to the instructions (prompts), and performing processing using the received results.

[0071] The review processing module 2048 records reviews of the document data to be reviewed (for example, each clause of a contract) and updates the review history database 214. The review processing module 2048 communicates with the document review service server 93 and sends the document data to be reviewed, causing the server 93 to perform the review process. The module receives the results and updates the review history database 214. The review processing module 2048 also accepts operations from the user performing the review (for example, operations to input comments in association with the entire contract or each clause of the contract) and updates the review history database 214.

[0072] The business plan management module 2049 is a program module that performs tasks such as inputting information related to business plan formulation and generating information, thereby updating the business plan management database 212.

[0073] The summary presentation module 2050 is a program module that performs the processing of summarizing information related to the formulation of a business plan. The summary presentation module 2050 is a program module that performs the processing of summarizing the information related to the formulation of a business plan using the LLM utilization module 2047, updating the business plan management database 212 based on the summarized results, and presenting the summarized results to each user.

[0074] <1.3 Configuration of Terminal 10> Figure 3 shows the configuration of terminal 10.

[0075] As shown in Figure 3, terminal 10 includes multiple antennas (antenna 111, antenna 112), communication units corresponding to each antenna (first communication unit 120, second communication unit 121), an input device 130 (including a touch-sensitive device 131), a display 132, an audio processing unit 140, a microphone 141, a speaker 142, a position information sensor 150, a camera 160, a motion sensor 170, a storage unit 180, and a control unit 190. Terminal 10 also has functions and configurations not specifically shown in Figure 3 (for example, a battery for maintaining power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.). As shown in Figure 3, each block included in terminal 10 is electrically connected by a bus or the like.

[0076] Antenna 111 radiates signals emitted by terminal 10 as radio waves. Antenna 111 also receives radio waves from space and provides the received signals to first communication unit 120.

[0077] Antenna 112 radiates signals emitted by terminal 10 as radio waves. Antenna 112 also receives radio waves from space and provides the received signals to the second communication unit 121.

[0078] The first communication unit 120 performs modulation and demodulation processing, etc., for the terminal 10 to transmit and receive signals via the antenna 111 in order to communicate with other wireless devices. The second communication unit 121 also performs modulation and demodulation processing, etc., for the terminal 10 to transmit and receive signals via the antenna 112 in order to communicate with other wireless devices. The first communication unit 120 and the second communication unit 121 are a communication module that includes a tuner, an RSSI (Received Signal Strength Indicator) calculation circuit, a CRC (Cyclic Redundancy Check) calculation circuit, a high-frequency circuit, etc. The first communication unit 120 and the second communication unit 121 perform modulation and demodulation, frequency conversion, etc., of the wireless signals transmitted and received by the terminal 10, and provide the received signal to the control unit 190.

[0079] The input device 130 has a mechanism for receiving user input operations. Specifically, the input device 130 is configured as a touchscreen and includes a touch-sensitive device 131. The touch-sensitive device 131 receives user input operations of the terminal 10. The touch-sensitive device 131 detects the user's contact position with the touch panel, for example, by using a capacitive touch panel. The touch-sensitive device 131 outputs a signal indicating the user's contact position detected by the touch panel to the control unit 190 as an input operation.

[0080] The display 132 displays data such as images, videos, and text in accordance with the control of the control unit 190. The display 132 is implemented by, for example, an LCD or an organic EL display.

[0081] The audio processing unit 140 modulates and demodulates the audio signal. The audio processing unit 140 modulates the signal received from the microphone 141 and provides the modulated signal to the control unit 190. The audio processing unit 140 also provides the audio signal to the speaker 142. The audio processing unit 140 is implemented, for example, by an audio processing processor. The microphone 141 receives an audio input and provides the audio signal corresponding to that audio input to the audio processing unit 140. The speaker 142 converts the audio signal received from the audio processing unit 140 into sound and outputs the sound to the outside of the terminal 10.

[0082] The location information sensor 150 is a sensor that detects the location of the terminal 10, and is, for example, a GPS (Global Positioning System) module. A GPS module is a receiving device used in a satellite positioning system. In a satellite positioning system, signals are received from at least three or four satellites, and the current location of the terminal 10, which is equipped with a GPS module, is detected based on the received signals.

[0083] Camera 160 is a device that receives light using a photodetector and outputs it as an image. Camera 160 is, for example, a depth camera that can detect the distance from camera 160 to the object being photographed.

[0084] The motion sensor 170 includes an acceleration sensor, an angular velocity sensor, etc., and detects the movement of the terminal 10.

[0085] The storage unit 180 is composed of, for example, flash memory and stores data and programs used by the terminal 10. The various types of information stored in the storage unit 180 will be described later.

[0086] The control unit 190 controls the operation of the terminal 10 by reading the program stored in the memory unit 180 and executing the instructions contained in the program. The control unit 190 is, for example, an application processor. By operating according to the program, the control unit 190 performs the functions of an operation reception unit 191, a transmission / reception unit 192, a data processing unit 193, a notification control unit 194, and a memory control unit 195.

[0087] The operation reception unit 191 processes input operations from the user to an input device such as a touch-sensitive device 131. Based on the coordinate information of the touch-sensitive device 131 where the user's finger or the like has made contact, the operation reception unit 191 determines the type of operation, such as whether the user's operation is a flick operation, a tap operation, or a drag (swipe) operation.

[0088] The transmitting / receiving unit 192 performs processing to enable the terminal 10 to send and receive data with an external device such as a server 20 in accordance with a communication protocol.

[0089] The data processing unit 193 performs calculations on the data received as input by the terminal 10 according to the program and outputs the calculation results to memory or other locations.

[0090] The notification control unit 194 performs the following processes: displaying the display image on the display 132, outputting sound to the speaker 142, and generating vibrations.

[0091] The memory control unit 195 controls the storage of data to the memory unit 180.

[0092] The various types of information stored by the memory unit 180 will now be explained. In a given situation, the memory unit 180 stores various types of information, such as user information 181.

[0093] User information 181 is information about a user who uses the services of server 20. User information 181 includes, for example, the user's employee number, name, and other information.

[0094] <2 Data Structure> Figure 4 shows the data structure of the user database 211. The user database 211 includes the fields "User ID", "Business ID", "Name", "Email Address", "Department", "Position", "Date of Employment", "Date of Resignation", and "Qualifications Held".

[0095] The "User ID" field is information that identifies each user.

[0096] The "Business ID" field contains information that identifies each business.

[0097] The "Name" field contains the user's name information.

[0098] The "Email Address" field is information that identifies the user and serves as their contact information.

[0099] The "Department" field contains information about the user's department.

[0100] Specifically, the "Department" field may include the following information about the department to which the user belongs: • Departments that do not primarily handle legal affairs, such as business divisions and sales divisions. • Departments that primarily handle legal affairs, such as legal affairs departments and intellectual property departments. The "Job Title" field contains information about the user's job title.

[0101] The "Date of Joining" field contains information about the date the user joined the organization.

[0102] The "Resignation Date" field contains information about the date the user left the organization.

[0103] The "Qualifications Held" item contains information about the qualifications the user holds.

[0104] Specifically, the item "Qualifications Held" includes the following information regarding the qualifications held by the user. • Qualifications that demonstrate the expectation of possessing the knowledge necessary to review contracts, similar to that of a lawyer. • Qualifications that demonstrate knowledge of business activities, such as a Certified Management Consultant for Small and Medium Enterprises. • Qualifications such as Certified Public Accountant and Tax Accountant, which indicate that the individual possesses the necessary knowledge in accounting, taxation, and related fields. Figure 5 shows the data structure of the business plan management database 212. The business plan management database 212 includes the following items: "Business Plan ID", "Business Type", "Business Title", "Registration Date", "Framework", "Meeting Minutes Link", "Summary of Background", "Status", "Responsible Person User ID", "Approval Request ID", "Review ID", "Contract ID", "Document Management ID", and "Accounting Data".

[0105] The item "Business Plan ID" is the information that identifies each data item in the business plan.

[0106] The item "Business Type" contains information about the type of business related to the business plan.

[0107] The item "Business Type" may include the following as the type of business related to the business plan. For example, any one or a combination of the following may be considered the type of business. • For corporate clients or general consumers? • Is it the sale of equipment, the sale of parts, the provision of services, or a combination of these? Which industry is it intended for (e.g., the automotive industry)? • What type of business model is it? (e.g., "platform," so-called "razor and blade" (where the main revenue source is a component attached to the main unit, such as replacement blades for razors or ink tanks for printers)) The item "Project Title" contains information about the name of the project related to the project plan.

[0108] The "Registration Date" field indicates the timing of the business plan registration.

[0109] The item "Framework" contains information about the type of framework used to represent the business in the business plan.

[0110] The item "Framework" may specifically include the following as the frameworks mentioned above: • Types of frameworks: Business Model Canvas, Lean Canvas, Value Proposition Canvas, Customer Journey Map, Empathy Map, etc.

[0111] These frameworks, as they relate to market selection, sometimes include "customers" and "value proposition to customers" as items. For example, the Business Model Canvas includes "customers," "value proposition to customers," "channels," "customer relationships," and "revenue streams."

[0112] Furthermore, some of these frameworks include items related to the organizational structure or configuration necessary to realize the value proposition. For example, the Business Model Canvas includes "Key Resources," "Key Activities," "Key Partners," and "Cost Structure."

[0113] Depending on the framework, each item may have an associated order. For example, in the Business Model Canvas, the order is associated as follows: (1) "Customer", (2) "Value Proposition to the Customer", (3) "Channels", (4) "Customer Relationships", (5) "Revenue Streams", (6) "Key Resources", (7) "Key Activities", (8) "Key Partners", and (9) "Cost Structure". Server 20 stores this order information as part of the information for each framework. • Input content for each item in the framework: The input content received from the user for each item in the framework type selected by the user is stored. The item "Meeting Minutes Link" contains information about links to meeting minutes related to the project.

[0114] The item "Meeting Minutes Link" may include the following as links to the meeting minutes: • In the meeting management service (meeting management service server 96), if meeting minutes are managed for each agenda item, a link to the meeting minutes information associated with that agenda item is provided. • Link to meeting minutes information stored in a cloud storage service • Links to meeting minutes created using cloud-based document tools, etc. The item "Summary of Background" contains information summarizing the content of the project.

[0115] The item "Summary of Background" may include the following as a summary of the project's content:

[0116] For example, this includes information that summarizes results from one or more of the following: • Information on meeting minutes related to the project (item "Meeting Minutes Link") • Information on the approval request (information on the approval request associated with the item "Approval Request ID") • Review information (information on reviews associated with the "Review ID" item) • Information on the conclusion of contracts related to the business (information on contract conclusions that can be associated with the item "Conclusion ID") • Documents managed upon the conclusion of a contract (such as contracts; documents associated with the item "Document Management ID" (such as contracts)) • Accounting data related to the business (accounting information that can be associated with the item "Accounting Data") For example, the server 20 may send a prompt to the server 95 of the large-scale language model service that includes the above information and an instruction to summarize the above information, thereby causing the server 95 of the large-scale language model service to generate a summarized result. Alternatively, the server 20 may send a prompt to the server 95 of the large-scale language model service that includes an instruction to extract indicators for evaluating the business from the above information, thereby causing the server 20 to output indicators for evaluating the business from information such as meeting minutes.

[0117] Server 20 may generate a prompt containing the above information, which includes instructions to organize the above information in accordance with indicators for evaluating the business (e.g., sales expectations, profitability expectations, synergies with existing businesses, market advantages, feasibility of the business, etc.), and provide this prompt to Server 95 of the large-scale language model service to obtain a summary in accordance with the above indicators.

[0118] The "Status" field contains information about the current state of the business plan.

[0119] The item "Status" may include the following as a representation of the business plan's condition: • During the planning stage of the business plan (before approval through the internal approval process) • Approval pending (application submitted for approval) • Before the start of the project (before approval is obtained through the internal approval process and the project begins) • Business is ongoing (approved through the approval process and has commenced operations). • Business closure planned (currently in the process of obtaining approval to terminate the business) • Approval to close the business (the stage at which approval has been obtained to terminate the business) • Business closure completed (the business has been completely terminated) The "Status" field may also store information about the timing of transitions to each of these states. These statuses may be switchable at will by the user of Server 20, or there may be statuses that can only be transitioned to when certain conditions are met (for example, all items in a framework such as a Business Model Canvas are filled in and the overall picture of the business model is described) (for example, the approval application cannot be submitted until the conditions are met).

[0120] The item "User ID of Person in Charge" is information that identifies the person in charge of the project.

[0121] The item "Responsible Person User ID" may be associated with the item "User ID" in user database 211.

[0122] The item "Approval Request ID" is information that identifies the approval request related to the project.

[0123] The item "Approval Request ID" may be associated with the item "Approval Request ID" in the Approval Request Database 213.

[0124] The "Review ID" field is information that identifies a review conducted in relation to the project.

[0125] The item "Review ID" may be associated with the item "Review ID" in the review history database 214.

[0126] The item "Contract ID" is information that identifies the conclusion of a contract related to the business.

[0127] The item "Contract ID" may be associated with the item "Contract ID" in the contract management database 215.

[0128] The item "Document Management ID" is information that identifies documents concluded through contracts related to the business.

[0129] The item "Document Management ID" may be associated with the item "Document Management ID" in the document management database 216.

[0130] The item "Accounting Data" refers to accounting information related to the business.

[0131] More specifically, the item "Accounting Data" refers to accounting information (sales, operating profit margin, etc.) aggregated for a business in an accounting management service, etc. For example, a user may update the business plan management database 212 by registering accounting information related to the business with the server 20. Alternatively, the server 20 may connect to an accounting management service and obtain accounting information (information such as sales for each business segment) associated with the business.

[0132] Figure 6 shows the data structure of the approval request database 213. The approval request database 213 includes the fields "Approval Request ID", "Applicant ID", "Approver ID", "Application Date", "Approval Date", "Application Details", and "Contract ID".

[0133] The item "Approval Request ID" is information that identifies each approval request.

[0134] The "Applicant ID" field is information that identifies the user who submitted the approval request.

[0135] Specifically, the item "Applicant ID" may be associated with user information (User ID) managed in the user database 211.

[0136] The "Approver ID" field is information that identifies the user who is the approver of the proposal.

[0137] Specifically, the item "Approver ID" may be associated with user information (User ID) managed in the user database 211.

[0138] The "Application Date" field contains information about the date and time when the system received the operation from the user who will be submitting the approval request data, in order to request approval of the approval request data from each user.

[0139] The "Approval Date" field contains information about the date and time when the user approved the data in the approval request.

[0140] The item "Application Details" contains information that shows the content of the approval request.

[0141] Specifically, the item "Application Details" includes the following types of approval requests. • Conclusion of a contract • Approval of the budget (including approval of the business plan) • Expense claim The item "Contract Signing ID" is information that identifies each step in the contract signing process.

[0142] Specifically, the item "Contract Signing ID" may be associated with information (Contract Signing ID) that identifies each contract signing procedure, which is managed in the contract signing management database 215. This links the approval application data in the approval application database 213 with the contract signing data in the contract signing management database 215.

[0143] Figure 7 shows the data structure of the review history database 214. The review history database 214 includes the following items: "Review ID", "Document Data", "Document Management ID", "Review Date and Time", "Reviewing User", "Review Content", and "Review Requester's Rating".

[0144] The "Review ID" field is information that identifies each review performed on the document data.

[0145] The item "Document Data" contains information about the document data that will be reviewed.

[0146] The "Document Management ID" field is information that identifies each document data being managed.

[0147] Specifically, the item "Document Management ID" may be associated with information (Document Management ID) that identifies each document data managed in the document management database 216.

[0148] The "Review Date and Time" field contains information about the date and time the review was performed.

[0149] The item "Reviewing User" contains information about the user who conducted the review.

[0150] The item "Review Content" contains information that shows the results of the review.

[0151] Specifically, the item "Review Content" may include the following as a result of the review: • Results of the review by server 93 of the document review service (e.g., advantages / disadvantages of conditions, importance, proposed revisions) • Comments and suggested revisions entered by users (including information about the user who entered the review comment) The item "Review Requester's Rating" is information that shows the user's rating of the reviewer's review content.

[0152] Specifically, the item "Review Requester's Rating" includes the results of the user who requested the review evaluating the reviewer based on the actions they took with respect to the review results, and may include the following: • The user who requested the review sets a score for the review results. • The number of "likes" and other reactions on posts made to contact users about reviewing a product via messaging tools, etc. Figure 8 shows the data structure of the contract management database 215. The contract management database 215 includes the following fields: "Contract ID", "Sender ID", "Recipient ID", "Contract Target Data", "First Email Address", "Second Email Address", "Sending Date and Time", "User Signature Date and Time", "Contract Completion Date and Time", and "Status".

[0153] The item "Contract Signing ID" is information that identifies each step in the contract signing process.

[0154] Specifically, the item "Contract ID" includes identification information issued by server 20 when a new registration is accepted for the process of concluding an electronic contract by specifying an approver for document data that is subject to approval by the parties.

[0155] The "Sender ID" field is information that identifies the party who will be sending the document data when the party approves it.

[0156] Specifically, the item "Sender ID" may be associated with information about a business operator (Business ID) or information about a user (User ID) managed in the user database 211.

[0157] The "Recipient ID" field is information that identifies the recipient when they approve document data.

[0158] Specifically, the item "Recipient ID" is information that identifies the party designated as the recipient by the sender's user, and like the sender ID, it may be associated with information about a business operator (business operator ID) or information about a user (user ID) managed in the user database 211.

[0159] The item "Data Subject to Agreement" refers to the document data that the parties are required to approve.

[0160] Specifically, the item "Data subject to conclusion" refers to data (files such as PDFs) of transaction documents such as contracts, application forms, and quotations.

[0161] The item "First Email Address" is information that identifies the user who will be the sender in the process of concluding a contract by approving document data, and is the email address that serves as the contact address for that user.

[0162] Specifically, the item "First Email Address" is the email address of the user who performs the operation of sending the document data as the sender.

[0163] The item "Second Email Address" is information that identifies the user who approves the document data as the recipient in the process of concluding a contract by approving the document data, and is the email address that serves as the contact address for that user.

[0164] Specifically, the item "Second Email Address" is the email address of the user who approves the document data as the recipient. Note that there may be multiple users approving the document on each party's side, and if the user sending the document data specifies the email addresses of multiple users who will approve the document data, the contract management database 215 will also manage each of the specified email addresses.

[0165] The "Sending Date and Time" field contains information about the date and time when the sender, a user, initiated the process of requesting approval of the document data from each user.

[0166] The "User Signature Date and Time" field contains information about the date and time when the user performed an approval operation on the document data.

[0167] Specifically, the item "User Signature Date and Time" includes information about the timing when a user who has been requested to approve the document data reviews and approves the document data, and the server 20 accepts this operation, thereby electronically signing the document data. The server 20 electronically signs the document data each time a user performs the approval operation, and stores the timing information in the signing management database 215.

[0168] The item "Date and Time of Contract Completion" contains information about the date and time when the contract was completed.

[0169] Specifically, the item "Contract Completion Date and Time" is recorded in the contract management database 215 when the contract is concluded using the electronic contract service provided by server 20. The contract is considered concluded when all users designated to approve the document data complete the approval process.

[0170] The "Status" field indicates the stage in the contract signing process.

[0171] Specifically, the item "Status" may include the following as stages in the contract signing process: • Before sending: Indicates that the document data has been registered on server 20 by the sender, but has not yet been sent to the recipient. • In Progress: Indicates that the document data has been sent, but approval by each user has not yet been completed. • Completed: Indicates that the contract has been finalized. • Rejected, Returned: Indicates a situation where the contract was not finalized due to circumstances such as the user not approving the document data, or a timeout occurring after a certain period of time had elapsed before approval was complete. Figure 9 shows the data structure of the document management database 216. The document management database 216 includes the following items: "Document Management ID", "Contract Signing ID", "Document Title", "Contract Start Date", "Contract Expiration Date", "Automatic Renewal Status", and "Viewing Permission".

[0172] The "Document Management ID" field is information that identifies each document data being managed.

[0173] The "Contract Signing ID" field is information that identifies each contract signing procedure performed by the parties to approve the document data.

[0174] Specifically, the item "Contract Signing ID" may be associated with information (Contract Signing ID) that identifies each contract signing, which is managed in the contract signing management database 215.

[0175] The "Document Title" field contains information about the title of the document data being managed.

[0176] Specifically, the item "Document Title" may be a term used as the type or name of a contract, such as a confidentiality agreement, a sales agreement, or a license agreement.

[0177] The item "Contract Start Date" is the information shown in the document data as the contract start date.

[0178] Specifically, the item "Contract Start Date" may be set to the following value: • When the contract is finalized, Server 20 reads the contract start date from the contract data. • Information received from the user as the contract start date The same applies to the following items: "Contract Expiration Date" and "Automatic Renewal Status".

[0179] The item "Contract Expiration Date" is the information shown in the document data as the contract's expiration date.

[0180] The item "Automatic Renewal Status" indicates, in the document data, whether or not the contract period will be automatically extended (automatically renewed) without the parties specifically renegotiating a new contract upon the expiration of the contract period.

[0181] The item "Viewing Permission" is information about users who are set to have viewing permission for documents (e.g., contracts) managed in the document management database 216. Server 20 may allow users set as stakeholders of a document to view the document, and may not allow users who are not set to view the document to view it.

[0182] Specifically, the "Viewing Permissions" item may be used to manage the following users as stakeholders in the document data. - Users recorded in the contract management database 215 as users who approve document data. Note that the server 20 may identify the parties involved in the document data by referring to the users who approved the document data in the contract management database 215, rather than retaining the information of the parties involved in the document management database 216. • In the contract signing service provided by Server 20, in addition to the user who approves the document data, the server also accepts the designation of users to whom the data will be shared once the contract is signed. These designated users (the users to whom the data is transferred) are the ones specified. For example, in the case of minutes of a board meeting, a director may approve the document data, and then share the approved minutes with other users such as executive officers. • Other users designated by users who approve the document data, users who have permission to view the document data, etc. • The user associated with the "Responsible Person User ID" item in the "Document Management ID" field of the business plan management database 212, for the document data associated with that field. It is possible to set viewing permissions for document data such as contracts for the person in charge of the project. Furthermore, the "Viewing Permissions" item may be configured to include information that identifies departments or divisions within an organization, rather than individuals. For example, it may be possible to configure information corresponding to the "Department" item in user database 211. In other words, by defining which departments or divisions can view documents, users in those departments or divisions within the organization can view the documents.

[0183] <3 operations> Figure 10 shows the process flow for generating the content of each item in a predefined format used for formulating a business plan, based on the input into each item.

[0184] In step S1021, the business plan management module 2049 of server 20 presents the user of terminal 10 with an operation screen for creating a business plan.

[0185] Server 20 is configured to store information in the business plan management database 212 regarding a default format for business plan development (such as a framework for designing a business model). The default format includes multiple items corresponding to each element that constitutes the business. Server 20 maintains in the business plan management database 212 the contents entered into each item of the default format for each business.

[0186] More specifically, the server 20 stores information in a default format in the business plan management database 212, and stores a default format that includes at least one or more items relating to the customer and the value proposition to the customer.

[0187] Furthermore, the server 20 stores information in a predetermined format in the business plan management database 212, which includes one or more items related to the formation of a team to realize the value proposition to the customer.

[0188] In step S1011, terminal 10 displays an operation screen. Terminal 10 accepts an operation from the user to input information into at least some of the items in a predetermined format for formulating a business plan.

[0189] In step S1023, the business plan management module 2049 of server 20 updates the business plan management database 212 based on the user input related to the business.

[0190] In this way, the business plan management module 2049 receives input from the user for at least some of the items in a predetermined format for the first business, and stores the input content for at least some of the entered items in the business plan management database 212.

[0191] More specifically, the business plan management module 2049 may accept input from the user for items in a predefined format that include at least items relating to customers and the value proposition to those customers. This makes it easier to develop business plans by referencing other businesses in the same or similar markets, and to mass-produce business plans.

[0192] Furthermore, the business plan management module 2049 may accept input from the user for items in a predetermined format, including at least items relating to customers and value propositions to customers, and items relating to organizational structure. This makes it even easier to formulate business plans by referencing other businesses that operate in the same or similar market and have the same or similar resources available to the company (technology, production facilities, personnel, etc.), and makes it even easier to mass-produce business plans.

[0193] Furthermore, the business plan management module 2049 may accept input from the user for items in a predefined format, including at least items related to the organizational structure. This makes it easier to formulate business plans by referencing other businesses that have the same or similar resources available to the company, and makes it easier to mass-produce business plans.

[0194] Furthermore, the business plan management module 2049 may prioritize accepting input from users for items related to customers and their value proposition. For example, it may not accept input for other items (for example, items related to the team structure such as "key resources" and "key partners") without accepting input for items related to customers and their value proposition (for example, by not enabling input for those items). This encourages input of customers and their value proposition, increases the likelihood that information on customers and their value proposition will be entered for each business, and makes it easier to identify other similar businesses that are more similar in terms of customer base or at least their value proposition to customers.

[0195] In step S1025, the business plan management module 2049 of the server 20 identifies other similar businesses by referring to other cases registered in the business plan management database 212 based on the input content for at least one item of the business entered by the user. In this way, the business plan management module 2049 identifies a second business that is similar to the first business based on the information of the input content for at least some items received for the first business entered by the user. For example, the business plan management module 2049 may identify a second business that includes matching or similar keywords based on the input content for the first business. Alternatively, the business plan management module 2049 may identify a second business similar to the first business by vectorizing the input content for the first business and comparing it with the vectorized information of each business stored in the business plan management database 212.

[0196] The Business Plan Management Module 2049 may prioritize identifying a second similar business if at least one of its inputs—either customer-related items or value proposition items—is similar to that of the first business. For example, the Business Plan Management Module 2049 may prioritize identifying businesses with similar "customer segments" and "value propositions" in the Business Model Canvas by assigning higher scores to those businesses. This makes it easier to develop a business plan within the framework, referencing each item for other businesses with the same or similar customers. For example, it becomes easier to develop a business with a different value proposition for customers of an existing business.

[0197] The Business Plan Management Module 2049 may prioritize identifying a second similar business if the input content for the deployment items is similar to that of the first business. For example, the Business Plan Management Module 2049 may prioritize identifying other businesses that are similar in at least one of the "Key Resources," "Key Activities," or "Key Partners" sections of the Business Model Canvas by assigning higher scores to those businesses. This makes it easier to develop a business plan in accordance with the framework while referring to each item of other businesses that use the same or similar resources. For example, it becomes easier to develop a business plan to create value propositions for other customer segments, while referencing what has already been done to deliver value propositions to customers based on the company's scarce resources (personnel, production facilities, etc.).

[0198] The business plan management module 2049 may, in order to identify a similar second business, generate a prompt that includes input content for the first business and input content for each item of other businesses stored in the business plan management database 212, and includes instructions to identify a second business similar to the first business by comparing the input content for each item. Alternatively, it may provide the generated prompt to the server 95 of the large-scale language model service, thereby causing the server 95 of the large-scale language model service to identify the second business. In this way, the identification of similar businesses can be performed by the large-scale language model itself, making the identification of similar businesses even easier.

[0199] In step S1027, the business plan management module 2049 of server 20 generates descriptions for each business item entered by the user, based on other identified, similar businesses.

[0200] Specifically, the business plan management module 2049 generates entries for each item in the default format for the first business entered by the user, by referring to the information for each item in the default format for the identified second business, even for items for which the user has not entered information. For example, the business plan management module 2049 may generate information for each item in the first business from the information for each item in the default format for the identified second business that has not been entered in the first business entered by the user.

[0201] Alternatively, the server 20 may generate a trained model that outputs information for each item of each format in response to input of business plan information, using the business title and information for each item of each format stored in the business plan management database 212 as training data. The business plan management module 2049 may use the generated trained model to input information for the second business while simultaneously generating information for each item of the first business using the trained model.

[0202] In addition, the business plan management module 2049 generates a prompt that includes information on the input content of each item of the identified second business and the input content of each item entered by the user in the first business, and which includes at least an instruction to generate the content of items that have not been entered by the user in the first business. The business plan management module 2049 may also provide the generated prompt to the server 95 of the large-scale language model service, thereby causing the server 95 of the large-scale language model service to generate the description of each item for the first business.

[0203] In step S1029, the business plan management module 2049 of the server 20 presents the user with the description of each generated item. Here, the business plan management module 2049 may also present the user with the results generated in step S1027 for each item.

[0204] The business plan management module 2049 may display the generated results while showing each item in a default format (for example, illustrating the framework) and with the generated results associated with each item in the default format (for example, embedding the generated results into each item of the illustrated framework). The business plan management module 2049 may also display the results generated in step S1027 while distinguishing them from content already entered by the user.

[0205] In step S1013, terminal 10 displays the results generated for each item.

[0206] Figure 11 shows the workflow for supporting the creation of documents related to business plans.

[0207] In step S1121, the business plan management module 2049 of the server 20 presents the user of terminal 10 with an operation screen that generates evaluation results in accordance with the evaluation items of the business plan.

[0208] In step S1111, terminal 10 receives an operation from the user to specify information such as meeting minutes, accounting data, and contract data related to the business. Terminal 10 receives an operation to specify, for example, the above-mentioned meeting minutes and other information for the business for which evaluation results are to be generated.

[0209] In step S1123, the business plan management module 2049 of the server 20 receives the user-specified information, such as meeting minutes related to the business, and updates the business plan management database 212. In this way, the business plan management database 212 is configured to store meeting minutes information for each business associated with a default format.

[0210] In step S1125, the business plan management module 2049 of server 20 refers to information such as meeting minutes regarding the business and extracts the key issues of the business.

[0211] For example, the business plan management module 2049 extracts issues related to the first business by referring to meeting minutes information for at least one of the first business input by the user, or a second business identified as similar to the first business through processing such as step S1025. Here, issues related to the first business are those that can serve as a basis for deciding whether or not to approve the implementation of the first business, and may include elements that constitute the evaluation criteria described later. The evaluation criteria may include expected profitability, market advantage, feasibility, synergy with existing businesses, etc.

[0212] The business plan management module 2049 may generate a prompt that includes information such as meeting minutes about the business and instructions to extract the business issues, and provide the generated prompt to the server 95 of the large-scale language model service, thereby causing the server 95 of the large-scale language model service to extract the business issues. The above prompt may also include that the elements constituting the above evaluation criteria are included as business issues. This allows the server 95 of the large-scale language model service to output a result of summarizing the information such as meeting minutes in accordance with the elements constituting the evaluation criteria.

[0213] In step S1127, the business plan management module 2049 of server 20 refers to information such as accounting data and contract data from past cases to generate profitability evaluation results for past cases.

[0214] The business plan management module 2049 may extract issues relating to the first business based on user input and evaluate the first business according to predetermined evaluation criteria. Here, the business plan management module 2049 may, in order to evaluate, refer to at least one of the accounting data and contract data of other businesses similar to the first business (for example, businesses identified by the processing in step S1025), and evaluate the profitability of the other businesses based on at least one of the referenced accounting data and contract data. The business plan management module 2049 may generate a prompt that includes at least one of the accounting data and contract data of other businesses similar to the first business, prompting the server 95 of the large-scale language model service to evaluate the profitability of the other businesses according to predetermined evaluation criteria, and provide the generated prompt to the server 95 of the large-scale language model service, thereby causing the server 95 of the large-scale language model service to generate an evaluation result of the profitability of the other businesses. Using the generated evaluation result as a reference, materials for obtaining approval for the first business input by the user can be created.

[0215] In step S1129, the business plan management module 2049 of server 20 presents to the user of terminal 10 the information on business issues extracted in step S1125 and the information on profitability evaluation results from past cases generated in step S1127 as the profitability evaluation results for the business.

[0216] As described above, the Business Plan Management Module 2049 presents the results of an evaluation according to the default evaluation criteria. The Business Plan Management Module 2049 may also present the results of profitability evaluations for other businesses, in addition to presenting the results of an evaluation according to the default evaluation criteria.

[0217] In step S1113, terminal 10 displays the evaluation results of the business profitability, etc. Terminal 10 accepts an operation from the user to insert the information of the business profitability evaluation results into the approval request data. Terminal 10 accepts an operation to send the approval request data to, for example, the server 92 of the business support system service. This starts the approval request workflow. In this way, the creation of materials for the approval request can be made even easier.

[0218] <4 Screen Examples> Figure 12 shows an example of an operation screen that accepts input into each item of a predefined format for business plan development.

[0219] The business planning operation screen 1200 is an operation screen that accepts operations for creating a business plan.

[0220] The business planning operation screen 1200 corresponds to the processes in steps S1021, S1011, etc., in Figure 10.

[0221] The account display area 1202 is an area that displays account information for users who use the service.

[0222] The input content display area 1204 is an area that displays the user's input content related to the business plan.

[0223] In the illustrated example, the input content display area 1204 displays the business model canvas on the design operation unit 1210 as a framework for designing the business model.

[0224] The status designation unit 1206 is an operating member that accepts the designation of the status related to the formulation of the business plan.

[0225] In the illustrated example, the status specification unit 1206 accepts an operation by the user to specify one of several states, and the state "Development of business plan (before approval of proposal)" is specified. The server 20 updates the "Status" item in the business plan management database 212 in response to the user's operation on the status specification unit 1206.

[0226] The business model name designation unit 1208 is an operating component that accepts the designation of a business model name.

[0227] In the illustrated example, the business model name designation unit 1208 updates the "Business Title" item in the business plan management database 212 in response to user input.

[0228] The design operation unit 1210 is an operating component that accepts input operations for each element of the framework related to the business plan.

[0229] In the illustrated example, the design operation unit 1210 displays the business model canvas as a framework and accepts input operations for each element. In the illustrated example, it accepts user input for "customer segments," "value proposition to customers," "channels," and "customer relationships" within the business model canvas. The server 20 updates the business plan management database 212 according to the input operations for each element.

[0230] The minutes designation unit 1212 is an operating component that accepts designations for minutes related to the business plan.

[0231] In the illustrated example, the minutes designation unit 1212 accepts an operation to specify a link to the minutes, indicating that a summary of the specified minutes can be viewed. In response to the input operation to the minutes designation unit 1212, the server 20 performs processing such as updating or referencing items such as "Meeting Minutes Link" and "Summary of Events" in the business plan management database 212.

[0232] The registration operation unit 1214 is an operating component that accepts operations to register input content related to the business plan.

[0233] In the illustrated example, the registration operation unit 1214 updates the business plan management database 212 based on the input content entered in the design operation unit 1210 in response to user input operations. The server 20 may also manage logs of operations related to the business plan and versions of the input content in accordance with the framework shown in the design operation unit 1210 in the business plan management database 212. When designing a business model in accordance with these frameworks and modifying its contents, it becomes easy to refer to the previous version (for example, the initial assumptions when the business plan was drafted).

[0234] The case display area 1216 is an area that displays the results of past case extractions.

[0235] In the illustrated example, the example display area 1216 displays information on similar businesses extracted according to the input content shown in the input content display area 1204 for examples registered in the business plan management database 212. In addition, search results are displayed in response to an operation to search for examples registered in the business plan management database 212.

[0236] The search condition specification unit 1218 is an operating member that accepts the specification of search conditions for searching for examples.

[0237] The search condition specification unit 1218 may include the following as search conditions for searching for cases: • Search by business type • Free-text search. For example, search for each item in a business plan framework using specified free text. • Business status (Item "Status" in Business Plan Management Database 212) • Project manager (item "Manager User ID" in Project Plan Management Database 212) • Other information managed in the business plan management database 212 The case search operation unit 1220 is an operating component that accepts an operation to search for cases according to the specified search conditions.

[0238] The case display area 1222 is an area that displays case studies extracted according to the business content shown in the input content display area 1204, or case studies found according to the search criteria.

[0239] In the illustrated example, the example display area 1222 displays examples extracted according to the business content shown in the input content display area 1204. This corresponds to the process in step S1025, etc., in Figure 10. In the illustrated example, the example display area 1222 displays the following: • Name of the extracted case (item "Project Title" in Business Plan Management Database 212) • Links to information related to the project. For example, information such as meeting minutes, approval requests, reviews, contract signings, and signed contracts related to the extracted project (e.g., item "Meeting Minutes Link" in Project Plan Management Database 212). • A summary of information related to the project. This is a summary of the information provided in the links to the project information above (item "Summary of Background" in Project Plan Management Database 212). • Information on the person in charge of the project (item "Person in Charge User ID" in Project Plan Management Database 212) For example, by accepting an operation from the user to specify the information of the person in charge, information on the projects that the person in charge has handled so far (business plan management database 212), the person in charge's profile (user database 211), etc., may be displayed.

[0240] In this way, by making it easier to verify the performance of the person in charge of the extracted case studies, it becomes even easier to refer to past cases when developing a business plan and to decide whether or not to generate information for each item of the framework related to the business plan based on the information created in past cases (such as information for each item of the framework).

[0241] The generation operation unit 1224 is an operation component that accepts an operation to generate the content of each item of the business framework based on the examples shown in the example display area 1222.

[0242] In the illustrated example, the generation operation unit 1224 generates information for items that the user has not yet entered in the design operation unit 1210, in response to the user's input. For example, the content entered in each item in past cases may be directly reflected in the items that the user has not yet entered in the design operation unit 1210.

[0243] Furthermore, for items already entered by the user in the design operation unit 1210, information for those items may be generated based on the examples shown in the example display area 1222.

[0244] Figure 13 shows the results of generating information in the framework for items that the user has not entered, in response to operations performed on the generation operation unit 1224.

[0245] Figure 13 shows an example screen where, based on the input content for each field in the format, content for other fields is generated and presented based on past examples.

[0246] The generated result 1226 is an object that represents the contents of each element of the framework, generated in response to the operation on the generation operation unit 1224.

[0247] In the illustrated example, the generated result 1226 displays each element of the framework in different ways: an object representing the content generated by the server 20 and an object representing the content entered by the user. For example, the object representing the content generated by the server 20 is shown with a dotted line, while the object representing the content entered by the user is shown with a solid line.

[0248] In addition, the generation result 1226 also includes information on the links to the cases that served as the basis for the generation, together with the content generated by the server 20. For example, when causing the above generation by the server 95 of the large language model service, a prompt for including the case serving as the basis in the generation result is given to the server 95 of the large language model service.

[0249] The server 20 may display the case that served as the basis in response to the user's operation on the above link.

[0250] FIG. 14 is an example screen of an operation screen for assisting in creating materials related to a business plan.

[0251] The past case specifying section 1228 is an operation member that accepts the specification of cases to be referred to when generating materials related to a business plan.

[0252] In the illustrated example, the past case specifying section 1228 displays minutes, accounting data, contract document data, etc. (business plan management database 212) of the case specified by the user in the case display area 1222 in response to the user's operation, and information summarizing these (steps S1125, S1127, etc. in FIG. 11), and accepts the specification of information (information to be included in the request for approval) to be included in the materials for obtaining approval for the business among these. The server 20 reflects the specified information in the information of the above materials.

[0253] This makes it even easier to create materials for obtaining approval for a business by referring to the evaluation results such as profitability in past cases.

[0254] The request for approval transmission operation section 1230 is an operation member that accepts an operation for obtaining approval of a request for approval while checking the data to be included in the request for approval.

[0255] In the illustrated example, in response to a user operation, the proposal transmission operation unit 1230 displays, as information to be included in the proposal application, information on each item of the framework in the design operation unit 1210 and information such as that designated to be included in the document according to the user operation in the past case designation unit 1228, and displays an operation member for starting the proposal application. In response to a user operation on the operation member for starting the proposal application, processing such as transmitting the proposal application data to the server 92 of the business support system service and updating the proposal application database 213 is performed.

[0256] In the illustrated example, for each item of the framework shown in the design operation unit 1210, when input to all items is completed, it is assumed that the approval of the proposal application proceeds. For example, in the status designation unit 1206, in the example of FIG. 14, it indicates that it is in the state of "proposal application", and in the status designation unit 1206, if input to all the above items is not completed, the state of the proposal application may not be changed.

[0257] Also, when input to all the above items in the design operation unit 1210 is completed, the operation to the proposal transmission operation unit 1230 may be enabled. For example, until input to all items of the above design operation unit 1210 is completed, the proposal transmission operation unit 1230 may not be displayed, or even if the proposal transmission operation unit 1230 is displayed, the operation may be disabled. <s

[0258] The proposal transmission operation unit 1230 corresponds to the processing such as steps S1129 and S1113 in FIG. 11.

[0259] <Modification Example> It may be assumed that the technical matters described in each of the above embodiments can be combined with each other.

[0260] (1) At the stage of formulating a business plan In addition to the embodiments described above, the server 20 may also store information on business plans created in a format independently prepared by each business operator, rather than using a default framework such as the Business Model Canvas. The server 20 may store this business plan information while also extracting each element of a framework such as the Business Model Canvas and storing it in the business plan management database 212. For example, the server 95 of the large-scale language model service may be given a prompt that includes the above-mentioned business plan information and information on each element of the default framework, and that includes instructions to organize the business plan information according to each element of the default framework, thereby causing the server 95 of the large-scale language model service to produce the above output.

[0261] Server 20 may read the information from the business plan, extract customer segments, target markets, product categories, service classifications, etc., and store them on Server 20 in association with the information from the business plan.

[0262] (2) Input order of each item in the framework In the above embodiment, it was explained that, depending on the framework, the order of each item may be predetermined.

[0263] Notwithstanding the foregoing, Server 20 may accept input from any of the items constituting the framework. The business plan management module 2049 may identify the second business based on the input content of the items entered for the first business, through processing such as step S1025.

[0264] (3) Accumulation of similar cases Server 20 may update the business plan management database 212 by incorporating examples from books and other publications that are organized according to the framework of the business model. For example, Server 20 may accept the above input from users, or it may accept registrations from publishers, authors, etc., of books that contain examples of business models organized according to the framework, or it may update the business plan management database 212 by obtaining the above example information from books provided in a book viewing service (for example, a service that allows viewing of books by paying a regular fee, or a service that allows viewing of the contents of books by paying a certain fee for books).

[0265] (4) Method of presenting evaluations in accordance with the evaluation criteria for the project In the above description of the embodiment, an example was described in which evaluation results in accordance with evaluation criteria for the business are presented in the processes of steps S1129, S1113, etc. In this case, the scores for each item of the evaluation criteria may be displayed as a graph, such as a radar chart. Alternatively, an overall score may be calculated based on the scores for each item of the evaluation criteria (e.g., the average of the scores for each item). Such an evaluation in accordance with evaluation criteria may be performed by the server 95 of the large-scale language model service. For example, in the above process, the server 20 can cause the server 95 of the large-scale language model service to output scores in accordance with each item of the evaluation criteria by sending a prompt to the server 95 of the large-scale language model service that includes information about the business, information about the evaluation criteria, and instructions to assign scores in accordance with the evaluation criteria.

[0266] A network consists of various mobile communication systems, such as the internet, LANs, and wireless base stations. For example, a network includes 3G, 4G, and 5G mobile communication systems, LTE (Long Term Evolution), and wireless networks that can connect to the internet via designated access points (e.g., Wi-Fi®). When connecting wirelessly, communication protocols include, for example, Z-Wave®, ZigBee®, and Bluetooth®. When connecting via a wired connection, the network also includes connections made directly via USB (Universal Serial Bus) cables, etc.

[0267] Furthermore, by distributing all or part of each hardware configuration across multiple computers and connecting them to each other via a network, computer 90 can be virtually realized. Thus, the concept of a computer includes not only computers housed in a single enclosure or case, but also virtualized computer systems.

[0268] A database, specifically a relational database, is used to manage and link together tabular data sets called masters, which are structurally defined by rows and columns. In a database, tables are called tables, masters are called masters, the columns of tables are called columns, and the rows of tables are called records. In a relational database, relationships can be established and linked between tables and masters.

[0269] Typically, each table and master has a primary key column to uniquely identify records, but setting a primary key column is not mandatory. The control unit can instruct the processor 901 to add, delete, or update records in specific tables and masters stored in the memory unit, according to various programs.

[0270] Furthermore, by storing data, various programs, and various databases in the memory unit, the information processing device and information processing system related to this disclosure can be considered to have been manufactured.

[0271] Furthermore, the databases and masters in this disclosure may include any data structures (lists, dictionaries, associative arrays, objects, etc.) in which information is structurally defined. Data structures also include data that can be considered as data structures by combining data with functions, classes, methods, etc., written in any programming language.

[0272] Furthermore, each of the above-mentioned configurations, functions, processing units, processing means, etc., may be implemented in hardware, either partially or entirely, by designing them as integrated circuits, for example. The present invention can also be implemented by software program code that realizes the functions of the embodiment. In this case, a storage medium on which the program code is recorded is provided to a computer, and the processor of that computer reads the program code stored in the storage medium. In this case, the program code read from the storage medium itself realizes the functions of the embodiment described above, and the program code itself and the storage medium on which it is stored constitute the present invention. Examples of storage media used to supply such program code include flexible disks, CD-ROMs, DVD-ROMs, hard disks, SSDs, optical disks, magneto-optical disks, CD-Rs, magnetic tapes, non-volatile memory cards, ROMs, and the like.

[0273] Furthermore, the program code that implements the functions described in this embodiment can be implemented in a wide range of programming or scripting languages, such as assembler, C / C++, Perl, Shell, PHP, and Java (registered trademark).

[0274] Furthermore, the program code of the software that realizes the functions of the embodiments may be distributed via a network, stored in a storage means such as a hard disk or memory of a computer, or a storage medium such as a CD-RW or CD-R, and the processor included in the computer may read and execute the program code stored in the storage means or the storage medium.

[0275] The functions realized by the components described in this specification may be implemented in circuitry or processing circuitry including a general-purpose processor, a specific-purpose processor, an integrated circuit, ASICs (Application Specific Integrated Circuits), a CPU (a Central Processing Unit), a conventional circuit, and / or a combination thereof that is programmed to realize the described functions. The processor includes transistors and other circuits and is regarded as circuitry or processing circuitry. The processor may be a programmed processor that executes a program stored in a memory.

[0276] In this specification, circuitry, unit, and means are hardware programmed to realize the described functions or hardware that executes them. The hardware may be any hardware disclosed in this specification or any hardware known to be programmed or execute to realize the described functions.

[0277] When the hardware is a processor regarded as a type of circuitry, the circuitry, means, or unit is a combination of hardware and software used to configure the hardware and / or the processor.

[0278] While several embodiments of this disclosure have been described above, these embodiments can be implemented in a variety of other forms, and various omissions, substitutions, and modifications are permitted without departing from the spirit of the invention. These embodiments and their variations are included in the scope and spirit of the invention, as well as in the claims and their equivalents.

[0279] (Note) The details described in each of the above embodiments are noted below.

[0280] (Note 1) A program for operating a computer having one or more computer processors, wherein the memory unit is configured to store information in a default format relating to the formulation of a business plan, the default format includes multiple items corresponding to each element constituting the business, the memory unit holds the contents entered in each item of the default format for each business, and the program causes one or more computer processors to execute the following steps: receiving input from a user for at least some of the multiple items of the default format for a first business; storing the contents of at least some of the items entered in the receiving step in the memory unit; identifying a second business, which is another business similar to the first business, based on the information of the contents of at least some of the items received for the first business; generating descriptions of each item of the default format for the first business, even for items for which input has not been received from the user, by referring to the information of each item of the default format for the identified second business; and presenting the generated results to the user for each item.

[0281] (Note 2) The program described in Appendix 1, wherein the memory unit stores information in a predetermined format, including a predetermined format that includes at least one or more items relating to the customer and the value proposition to the customer, and in the receiving step, the program receives input from the user regarding items in the predetermined format that include at least the customer and the value proposition to the customer.

[0282] (Note 3) The program described in Appendix 2, wherein the memory unit stores information in a predetermined format, including one or more items relating to the formation for realizing the value proposition to the customer, and in the receiving step, the program receives input from the user for items in the predetermined format that include at least items relating to the customer and the value proposition to the customer, and items relating to the formation.

[0283] (Note 4) The program described in Appendix 3 prioritizes receiving input from the user regarding the customer and the value proposition to the customer during the acceptance step.

[0284] (Note 5) In the identification step, the program, as described in any of the appendices 2 to 4, prioritizes identifying a second business whose input content regarding customers and value propositions to customers is similar to that of the first business.

[0285] (Note 6) In the identification step, the program, as described in any of the appendices 3 to 5, prioritizes identifying a second business whose input content related to the formation is similar to that of the first business.

[0286] (Note 7) A program as described in any of Appendix 3 to 6, which, in the step of identifying a similar second business, includes generating a prompt that includes input content for the first business and input content for each item of other businesses stored in the memory, and which includes an instruction to identify a second business similar to the first business by comparing the input content for each item; and providing the generated prompt to a large-scale language model so that the large-scale language model identifies the second business.

[0287] (Note 8) A program according to any one of the appendices 1 to 7, comprising: generating a prompt in the generation step that includes information on the input content of each item of the second business identified in the identification step and the input content of each item entered by the user in the first business, and including at least an instruction to generate the content of items not entered by the user in the first business; and providing the generated prompt to a large language model so that the large language model generates descriptions of each item for the first business.

[0288] (Note 9) A program described in any of the appendices 1 to 8, which displays each item in a default format, with the generated result associated with each item in the default format, and then displays the generated result.

[0289] (Note 10) The memory unit is configured to store minutes information for each business associated with a predetermined format, and the program causes one or more computer processors to perform the steps of: extracting issues relating to the first business by referring to minutes information for at least one of the first business or the second business; and presenting the extracted issues to the user, as described in any of the appendices 1 to 9.

[0290] (Note 11) The program described in Appendix 10, which includes, in the extraction step, extracting issues relating to the first business and evaluating the first business according to predetermined evaluation criteria, and in the issue presentation step, presenting the results of the evaluation according to predetermined evaluation criteria.

[0291] (Note 12) The program as described in Appendix 11, which includes, as an evaluation, referencing at least one of accounting data and contract data for other businesses similar to the first business, and evaluating the profitability of the other businesses based on at least one of the referenced accounting data and contract data, and in the step of presenting the issue, presenting the results of the evaluation of profitability for the other businesses, which includes presenting the results of the evaluation in accordance with predetermined evaluation criteria.

[0292] (Note 13) The program described in Appendix 12, which includes generating a prompt that includes at least one of accounting data and contract data for other businesses similar to the first business, prompting the evaluation of the profitability of the other businesses according to predetermined evaluation criteria, and providing the generated prompt to a large language model so that the large language model generates an evaluation result of the profitability of the other businesses.

[0293] (Note 14) A method performed by a computer having one or more computer processors, wherein a memory unit is configured to store information in a default format relating to the formulation of a business plan, the default format includes a plurality of items corresponding to each element constituting the business, and the memory unit holds the contents entered in each item of the default format for each business, the method comprising: one or more computer processors receiving input from a user for at least some of the plurality of items of the default format for a first business; storing the contents of at least some of the items entered in the receiving step in the memory unit; identifying a second business, which is another business similar to the first business, based on the information of the contents of at least some of the items received for the first business; generating descriptions of each item of the default format for the first business, even for items for which input has not been received from the user, by referring to the information of each item of the default format for the identified second business; and presenting the generated results to the user for each item.

[0294] (Note 15) Information processing device, wherein the storage unit is configured to store information in a predetermined format relating to the formulation of a business plan, the predetermined format includes multiple items corresponding to each element constituting the business, the storage unit holds the contents entered in each item of the predetermined format for each business, and the control unit of the information processing device performs the following steps: receiving input from a user for at least some of the multiple items of the predetermined format for a first business; storing the contents of at least some of the items entered in the receiving step in the storage unit; identifying a second business, which is another business similar to the first business, based on the information of the contents of at least some of the items received for the first business; generating descriptions of each item of the predetermined format for the first business, even for items for which input has not been received from the user, by referring to the information of each item of the predetermined format for the identified second business; and presenting the generated results to the user for each item.

Claims

1. A program for operating a computer having one or more computer processors, The memory unit is configured to store information in a predetermined format for formulating business plans, and the predetermined format includes multiple items corresponding to each element constituting the business, and the memory unit holds the contents entered in each item of the predetermined format for each business. The program is configured on one or more computer processors. Regarding the first business, the steps include receiving input from the user for at least some of the items of the aforementioned predetermined format, The steps include storing the input content of at least some of the items entered in the receiving step in the storage unit, A step of identifying a second business that is similar to the first business, based on the information of the input content for at least some of the items received for the first business, The steps include: referencing the information of each item in the default format for the identified second business, and generating the descriptions of each item in the default format for the first business, even for items for which input has not been received from the user; A program that performs the steps of presenting the generated results to the user for each item.

2. The storage unit stores information in the predetermined format, The system stores the aforementioned default format which includes at least one or more items relating to the customer and the value proposition to the customer. The program according to claim 1, wherein in the receiving step, the program receives input from the user regarding items in the predetermined format, which include at least items relating to the customer and the value proposition to the customer.

3. The storage unit stores information in the predetermined format, The system stores the predetermined format which includes one or more items relating to the formation of a team to realize the value proposition to the customer, The program according to claim 2, wherein in the receiving step, the program receives input from the user regarding items in the predetermined format, which include at least items relating to the customer and the value proposition to the customer, and items relating to the team composition.

4. The program according to claim 3, wherein in the receiving step, the program prioritizes receiving input from the user for items relating to the customer and the value proposition to the customer.

5. In the aforementioned identification step, the identification of the similar second business is as follows: The program according to claim 2, which prioritizes identifying a second business whose input content for items relating to the customer and the value proposition to the customer is similar to that of the first business.

6. In the aforementioned identification step, the identification of the similar second business is as follows: The program according to claim 3, which prioritizes identifying the second business whose input content for the items relating to the aforementioned formation is similar to that of the first business.

7. In the aforementioned identification step, the identification of the similar second business is as follows: The system generates a prompt that includes input content for the first business and input content for each item of other businesses stored in the memory unit, and which includes an instruction to identify a second business similar to the first business by comparing the input content for each item. The program according to claim 3, further comprising providing the generated prompt to the large-scale language model, thereby causing the large-scale language model to identify the second business.

8. In the generation step, the generation of a prompt includes information on the input content of each item of the second business identified in the identification step and the input content of each item entered by the user in the first business, and the prompt includes at least an instruction to generate the content of items that have not been entered by the user in the first business. The program according to claim 1, further comprising providing the generated prompt to the large-scale language model, thereby causing the large-scale language model to generate descriptions of each item concerning the first business.

9. The program according to claim 1, wherein, as presented, each item of the default format is displayed, and the generated result is associated with each item of the default format, and the generated result is displayed.

10. The storage unit is configured to store meeting minutes information for each business associated with the predetermined format. The program further provides the one or more computer processors with: The steps include: extracting issues relating to the first business by referring to the information in the minutes relating to at least one of the first business or the second business; The program according to claim 1, which performs the step of presenting the extracted issues to the user.

11. The extraction step includes extracting the issues relating to the first business and evaluating the first business in accordance with predetermined evaluation criteria, The program according to claim 10, wherein the step of presenting the aforementioned issues includes presenting the results of an evaluation in accordance with the predetermined evaluation criteria.

12. The evaluation described above includes referring to at least one of accounting data and contract data for other businesses similar to the first business, and evaluating the profitability of the other businesses based on at least one of the accounting data and contract data referred to, The program according to claim 11, wherein in the step of presenting the issues, the program includes presenting the results of an evaluation of the profitability of the other businesses, by presenting the results of an evaluation in accordance with the predetermined evaluation criteria.

13. The evaluation involves generating a prompt that includes at least one of accounting data and contract data for another business similar to the first business, and that causes the profitability of the other business to be evaluated according to the predetermined evaluation criteria. The program according to claim 12, further comprising providing the generated prompt to the large-scale language model, thereby causing the large-scale language model to generate profitability evaluation results for the other business.

14. A method performed by a computer having one or more computer processors, The memory unit is configured to store information in a predetermined format for formulating business plans, and the predetermined format includes multiple items corresponding to each element constituting the business, and the memory unit holds the contents entered in each item of the predetermined format for each business. The above method involves one or more computer processors, Regarding the first business, the steps include receiving input from the user for at least some of the items of the aforementioned predetermined format, The steps include storing the input content of at least some of the items entered in the receiving step in the storage unit, A step of identifying a second business that is similar to the first business, based on the information of the input content for at least some of the items received for the first business, The steps include: referencing the information of each item in the default format for the identified second business, and generating the descriptions of each item in the default format for the first business, even for items for which input has not been received from the user; A method comprising the steps of: presenting the generated results to the user for each item; and

15. An information processing device, The memory unit is configured to store information in a predetermined format for formulating business plans, and the predetermined format includes multiple items corresponding to each element constituting the business, and the memory unit holds the contents entered in each item of the predetermined format for each business. The control unit of the information processing device, Regarding the first business, the steps include receiving input from the user for at least some of the items of the aforementioned predetermined format, The steps include storing the input content of at least some of the items entered in the receiving step in the storage unit, A step of identifying a second business that is similar to the first business, based on the information of the input content for at least some of the items received for the first business, The steps include: referencing the information of each item in the default format for the identified second business, and generating the descriptions of each item in the default format for the first business, even for items for which input has not been received from the user; An information processing device that performs the steps of presenting the generated results to the user for each item.

Images