How to support learning and consultation regarding well-being-related content, products, or services as a platform.
Patent Information
- Application Number
- JP2025034688
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2025-03-05
- Publication Date
- 2026-09-17
AI Technical Summary
【0008】 本発明によれば、ウェルビーイングに関するコンテンツ及び商品またはサービスに関する学習及び相談についてプラットフォームとして支援する方法を提供することができる。
Smart Images

Figure 2026147097000001_ABST
Abstract
Description
[Technical Field]
[0001] The present invention relates to a platform-assisted method for learning and consultation regarding content and goods or services related to wellbeing. [Background Art]
[0002] Conventionally, mechanisms for matching users with experts for predetermined goods or services such as financial products have been provided.
[0003] For example, Patent Document 1 discloses matching between potential customers and independent financial advisors (IFAs) by analyzing the content of seminars attended by the potential customers and bulletin boards browsed by the potential customers. [Prior Art Documents] [Patent Documents]
[0004] [Patent Document 1] Japanese Unexamined Patent Application Publication No. 2022-011298 [Summary of the Invention] [Problem to be Solved by the Invention]
[0005] However, although Patent Document 1 discloses a method for matching potential customers with experts that provide financial products, no platform capable of providing learning and consultation services for the wellbeing field to company employees is provided.
[0006] Therefore, an object of the present invention is to provide a platform-assisted method for learning and consultation regarding content and goods or services related to wellbeing. [Means for Solving the Problem]
[0007] One aspect of the present invention provides a platform for employee terminals of a company connected via a network to a server terminal, which provides employees with the opportunity to learn content related to well-being and to consult about well-being products or services, wherein the server terminal transmits the content to the employee terminal for the employee to learn the content, and connects the employee terminal user with the expert terminal of a professional providing the product or service for the employee to consult about the product or service. [Effects of the Invention]
[0008] According to the present invention, it is possible to provide a method for supporting learning and consultation regarding content, products, or services related to well-being, using a platform. [Brief explanation of the drawing]
[0009] [Figure 1] This is a block diagram showing a system according to the first embodiment of the present invention that provides a one-stop service for learning, diagnosing, and consulting about well-being. [Figure 2] Figure 1 is a functional block diagram showing the server terminal 100. [Figure 3] Figure 1 is a functional block diagram showing employee terminal 200. [Figure 4] This figure shows an example of employee data stored in server terminal 100. [Figure 5] This figure shows an example of user data stored in server terminal 100. [Figure 6] This figure shows an example of expert data stored in server terminal 100. [Figure 7] This figure shows an example of corporate data stored in server terminal 100. [Figure 8] This figure shows an example of content data stored in server terminal 100. [Figure 9]This is an example of a flowchart relating to a method for supporting learning about and consulting about well-being content and products or services, according to a first embodiment of the present invention. [Figure 10] This is another example of a flowchart relating to a method for supporting learning about and consulting about well-being content, products, or services, according to the first embodiment of the present invention. [Figure 11] This is yet another example of a flowchart relating to a method for supporting learning about and consulting about well-being content and products or services, according to the first embodiment of the present invention. [Figure 12] This is an example of a screen for a service that provides content related to well-being, etc., displayed on an employee terminal, according to the first embodiment of the present invention. [Figure 13] This is another example of a screen for a service that provides well-being-related content, etc., displayed on an employee terminal, according to the first embodiment of the present invention. [Figure 14] This is yet another example of a screen for a service that provides well-being-related content, etc., displayed on an employee terminal, according to the first embodiment of the present invention. [Figure 15] This is yet another example of a screen for a service that provides well-being-related content, etc., displayed on an employee terminal, according to the first embodiment of the present invention. [Figure 16] This is an example of a management screen for a service that provides well-being-related content, etc., displayed on an administrator terminal, according to the first embodiment of the present invention. [Figure 17] This is another example of a management screen for a service that provides well-being-related content, etc., displayed on an administrator terminal, according to the first embodiment of the present invention. [Modes for carrying out the invention]
[0010] Hereinafter, embodiments of the present invention will be described with reference to the drawings. Note that the embodiments described below do not unduly limit the content of the present disclosure described in the claims. In addition, not all of the constituent elements shown in the embodiments are essential constituent elements of the present disclosure.
[0011] (Embodiment 1) <Configuration> Figure 1 is a block configuration diagram showing a system according to the first embodiment of the present invention, which learns content related to well-being and provides a one-stop opportunity for consulting on products or services related to well-being. Here, well-being refers to being in a good physical, mental, and social state, and is a comprehensive concept that includes not only short-term happiness but also long-term, sustainable happiness such as a sense of purpose and meaning in life. It also includes a state in which diverse individuals feel happiness and purpose in life, as well as a state in which the environment, community, and society surrounding them feel happiness and prosperity. In this embodiment, well-being is comprised of one of five elements, for example, career well-being (aiming to gain satisfaction with one's career by knowing and improving how one uses their time and by doing what they love for a living), social well-being (aiming to enrich one's social life by having deep relationships and affection in daily life), financial well-being (aiming to be in a financially healthy state by properly managing one's spending and income), physical well-being (aiming to be in a state of being healthy in both mind and body and having enough energy to accomplish things), and community well-being (aiming to gain a sense of fulfillment by having appropriate involvement with the community in which one lives). Preferably, well-being is comprised of at least financial well-being and physical well-being, or financial well-being, physical well-being, and community well-being, which allows for the provision of more comprehensive services as well-being. The service provider operating the server terminal 100 that constitutes this system 1 will provide such well-being support services to the company's employees and their families. In this system 1, each employee belonging to the company uses employee terminals 200A and 200B to access a service (hereinafter referred to as the "platform service") provided by server terminal 100, which serves as a platform for learning about well-being content and consulting about products or services, via its website or application software. Similarly, each user who is a family member of an employee can also access the above service provided by server terminal 100 via its website or application software, by operating user terminals 300A and 300B. Furthermore, to ensure the improvement of the well-being of employees or their families, the company administrators use administrator terminals 400A and 400B to manage the learning history of employees or their families as learning information, the history of consultations with experts as consultation information, and notify employees of information necessary for their work life, such as company operations and welfare benefits (announcement information). Furthermore, in System 1, experts who provide content related to well-being and offer products or services will operate expert terminals 500A and 500B respectively to provide products or services to employees or family members seeking consultation via server terminal 100. In addition, in System 1, administrators of the platform service providers will operate administrator terminals 600A and 600B respectively to manage companies that implement the platform service, manage the personnel in charge of those companies, manage video and article content, manage consultation services (experts), manage the company's service usage status, manage announcements from the platform service, and manage users of management tools.
[0012] Here, each of the server terminal 100, employee terminals 200A, 200B, user terminals 300A, 300B, administrator terminals 400A, 400B, expert terminals 500A, 500B, and manager terminals 600A, 600B is connected via the network NW. The network NW is configured by the Internet, an intranet, a wireless LAN (Local Area Network), a WAN (Wide Area Network), or the like.
[0013] The server terminal 100 is a device operated by an operator that provides a one-stop service that provides opportunities for learning about and consulting on well-being. For example, the server terminal 100 may be a general-purpose computer such as a workstation or a personal computer, or may be logically implemented by cloud computing. In the present embodiment, one server terminal is illustrated for convenience of description, but the present invention is not limited thereto, and a plurality of server terminals may be provided.
[0014] The employee terminals 200A, 200B are devices used by employees belonging to a company who use services provided by the server terminal 100 via an application, and are, for example, information processing devices such as personal computers and tablet terminals, but may also be configured by smartphones, mobile phones, PDAs, and other devices connected via a network such as the Internet or mobile communication. Each of the employee terminals 200A, 200B includes software such as a browser or an application (not shown), and a user uses the service provided by the operator by accessing the website provided by the server terminal 100 via the browser or the application, or via the application. User terminals 300A and 300B are devices used by employees' families to access services provided by server terminal 100 via applications. These devices are, for example, information processing devices such as personal computers or tablet terminals, but may also consist of smartphones, mobile phones, PDAs, or other devices connected via a network such as the Internet or mobile communication. Each user terminal 300A and 300B is equipped with software such as a browser or application (not shown), and family members access websites provided by server terminal 100 via the browser or application, or use services provided by the aforementioned business operator via the application. Administrator terminals 400A and 400B are devices used by administrators who are employees of the company to which the employees belong and who introduce and operate the above-mentioned services within the company. These devices may include, for example, personal computers or tablet terminals, but may also consist of smartphones, mobile phones, PDAs, or other devices connected via a network such as the Internet or mobile communication. Administrator terminals 400A and 400B are each equipped with software such as a browser or application (not shown), and administrators use the services provided by the above-mentioned service provider by accessing the website provided by the server terminal 100 via the browser or application, or by using the service provider via the application. The expert terminals 500A and 300B are devices used by experts (companies or individuals) in areas related to financial well-being, such as banks, insurance companies, real estate companies, and financial advisors, who provide well-being-related products or services to employees or their families via the server terminal 100 or directly, as well as by experts (companies or individuals) who provide products or services related to physical well-being, community well-being, social well-being, and / or career well-being. These devices are, for example, information processing devices such as personal computers and tablet terminals, but may also consist of smartphones, mobile phones, PDAs, and other devices connected via networks such as the Internet or mobile communication. Administrator terminals 600A and 600B are devices used by personnel of the company providing the platform service, and are, for example, information processing devices such as personal computers and tablet terminals, but may also consist of smartphones, mobile phones, PDAs, and other devices connected via a network such as the Internet or mobile communication. Administrator terminals 600A and 600B are each equipped with software such as a browser or application (not shown), and administrators perform various management tasks of the platform service by accessing the website provided by the server terminal 100 via the browser or application, or by using the application.
[0015] In this embodiment, System 1 is described as having a server terminal 100, employee terminals 200A, 200B, user terminals 300A, 300B, administrator terminals 400A, 400B, expert terminals 500A, 500B, and administrator terminals 600A, 600B, with each employee, family member, administrator, or expert using their respective terminal to perform operations on the server terminal 100. However, the server terminal 100 may be configured as a standalone unit, and the server terminal itself may be equipped with functions that allow each user to perform operations. For the sake of clarity, employee terminals 200A and 200B will be collectively referred to as "Employee Terminal 200," user terminals 300A and 300B as "User Terminal 300," administrator terminals 400A and 400B as "Administrator Terminal 400," expert terminals 500A and 300B as "Expert Terminal 500," and administrator terminals 600A and 600B as "Administrator Terminal 600" in the following explanation.
[0016] Figure 2 is a functional block diagram of the server terminal 100 shown in Figure 1. The server terminal 100 comprises a communication unit 110, a storage unit 120, and a control unit 130.
[0017] The communication unit 110 is a communication interface for communicating with employee terminals 200, user terminals 300, administrator terminals 400, and expert terminals 500 via the network NW, and communication is carried out using a communication protocol such as TCP / IP (Transmission Control Protocol / Internet Protocol).
[0018] The storage unit 120 stores programs, input data, diagnostic data, etc., for executing various control processes and functions within the control unit 130, and is composed of RAM (Random Access Memory), ROM (Read Only Memory), HDD (Hard Disk Drive), etc. The storage unit 120 also includes an employee data storage unit 121 for storing various data related to employees, a user data storage unit 122 for storing various data related to employees' families, a specialist data storage unit 123 for storing various data related to specialists, a corporate data storage unit 124 for storing various data related to the company to which the employee belongs, and a content data storage unit 125 for storing various data related to content provided to employees and their families. Furthermore, the storage unit 120 can also temporarily store data obtained through communication with employee terminals 200, user terminals 300, administrator terminals 400, specialist terminals 500, and administrator terminals 600, etc. A database (not shown) containing various data may be built outside of the storage unit 120 or the server terminal 100.
[0019] The control unit 130 controls the overall operation of the server terminal 100 by executing programs stored in the memory unit 120, and is composed of a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), etc. The functions of the control unit 130 include an instruction receiving unit 131 that receives input from employee terminals 200, etc., and an information processing unit 132 that refers to and processes various data received from employee terminals 200, etc., or stored in the server terminal 100.
[0020] The instruction receiving unit 131 and the information processing unit 132 are activated by a program stored in the storage unit 120 and executed by the server terminal 100, which is a computer (electronic calculator).
[0021] The instruction receiving unit 131 receives instructions from the employee terminal 200 via the communication unit 110 when an employee performs a predetermined input (by clicking, tapping, swiping, entering keywords, pressing icons, etc.) through a user interface such as a screen provided by the server terminal 100 and displayed on the employee terminal 200, etc., via a web browser or application.
[0022] The information processing unit 132 manages and processes various data related to employees, etc., as well as various data related to well-being that employees, etc. learn about, and that employees, etc. consult about well-being products or services.
[0023] Figure 3 is a functional block diagram showing the employee terminal 200 in Figure 1. The employee terminal 200 comprises a communication unit 210, a display and operation unit 220, a storage unit 230, and a control unit 240.
[0024] The communication unit 210 is a communication interface for communicating with the server terminal 100 via the network NW, and communication is performed using a communication protocol such as TCP / IP.
[0025] The display operation unit 220 is a user interface used to display text, images, etc., in response to input data from the control unit 240, based on instructions entered by the employee. If the employee terminal 200 is a personal computer, the display operation unit 220 consists of a display and a keyboard or mouse. If the employee terminal 200 is a smartphone or tablet, the display operation unit 220 consists of a touch panel, etc. This display operation unit 220 is activated by a control program stored in the memory unit 230 and executed by the employee terminal 200, which is a computer (electronic calculator). Through the display operation unit, employees can perform actions such as pressing keys on the keyboard, moving the cursor with a mouse, or tapping, swiping, and pinching on a touch panel.
[0026] The memory unit 230 stores programs for executing various control processes and functions within the control unit 240, input data, etc., and is composed of RAM, ROM, etc. The memory unit 230 also temporarily stores the contents of communications with the server terminal 100.
[0027] The control unit 240 controls the overall operation of the employee terminal 200 by executing programs stored in the memory unit 230, and is composed of a CPU, GPU, etc.
[0028] Furthermore, the server terminal 100 may be configured to include display and operation functions, in which case the employee terminal 200 may not be included. Also, the user terminal 300, administrator terminal 400, specialist terminal 500, and administrator terminal 600 can be configured in substantially the same way as the employee terminals, and their explanation will be omitted.
[0029] Figure 4 shows an example of employee data stored on the server terminal 100.
[0030] The employee data 1000 shown in Figure 4 stores various data related to employees. In Figure 4, for the sake of explanation, an example of one employee (an employee identified by personal ID "10001") is shown, but information for multiple employees can be stored. Here, "employee" includes, but is not limited to, users who belong to a company and use the platform service provided by the server terminal 100. Various data related to employees can be stored, for example, basic employee information (e.g., information identifying the company to which the employee belongs (e.g., company ID), information identifying employees belonging to the company (e.g., employee ID), name, email address, and family information (e.g., information identifying the employee's family (mother, father, spouse, etc.) (e.g., personal ID, etc.)), learning information (e.g., history information of content viewed by the employee (e.g., videos, articles, etc.)), and consultation information (e.g., information about experts and / or products or services consulted by the employee)). Additionally, employee data 1000 can store information about themes of interest specified by the employee in relation to the service (e.g., asset management, insurance, inheritance, health, career, etc.), as well as information about favorite content (e.g., videos, articles) and content shared with family (e.g., videos, articles).
[0031] Figure 5 shows an example of user data stored in the server terminal 100.
[0032] The user data 2000 shown in Figure 5 stores various data related to the employee's family (e.g., father, mother, spouse, etc.). In Figure 5, for the sake of explanation, an example of one family user (a user identified by personal ID "20001") is shown, but information for multiple family users can be stored. Here, "family user" refers to a family member of an employee, and includes, but is not limited to, users who utilize the platform service provided by the server terminal 100. Various data related to family users can be stored, for example, the family user's basic information (e.g., name, email address, and employee information (e.g., information identifying employees related to that family (e.g., personal ID, etc.)), learning information (e.g., history information of content viewed by the family user (e.g., videos, articles, etc.)), and consultation information (e.g., information about experts and / or products or services consulted by the family user)). Additionally, user data 2000 can store information about topics of interest specified by family users in relation to the service (e.g., asset management, insurance, inheritance, health, career, etc.), as well as information about their favorite content (e.g., videos, articles) and content (e.g., videos, articles) that they have shared with employees or other family members.
[0033] Figure 6 shows an example of expert data stored on the server terminal 100.
[0034] The expert data 3000 shown in Figure 6 stores various data related to experts. In Figure 6, for the sake of explanation, an example of one expert (an expert identified by expert ID "30001") is shown, but information on multiple experts can be stored. Here, "expert" refers to a business that provides content related to well-being and conducts consulting services regarding well-being products or services, and includes, but is not limited to, experts (companies or individuals) in areas related to financial well-being such as banks, insurance companies, real estate companies, and financial advisors, as well as experts (companies or individuals) that provide products or services related to physical well-being, community well-being, social well-being, and / or career well-being. Various types of data related to experts can be stored, such as basic information about the expert (e.g., name, company name, address, contact information for the person in charge, industry, company logo (image data), company description (text data), etc.), service information (e.g., product or service name, product or service logo (image data), product or service description (text data), product or service introduction link information (URL), etc.), and content data (e.g., video data, article data (text data), text data explaining the content, thumbnail (image) data, and tag information related to the theme of the content, etc.).
[0035] Figure 7 shows an example of corporate data stored on the server terminal 100.
[0036] The company data 4000 shown in Figure 7 stores various learning data related to the company to which an employee belongs. In Figure 7, for the sake of explanation, an example of one company (a company identified by company ID "40001") is shown, but information on multiple companies can be stored. Various company-related data can be stored, such as company information (e.g., company name, company logo (image data), company description information (text data), etc.), employee information (e.g., employee ID, name, email address, family member's personal ID, etc.), user information (e.g., personal ID, name, email address), and announcement information (e.g., (announcement) content ID, title (text data), body (text data), image data, related link information (URL), etc.).
[0037] Figure 8 shows an example of content data stored in the server terminal 100.
[0038] The content data 5000 shown in Figure 8 stores various data related to the content. In Figure 8, for the sake of explanation, an example of one piece of content (the content identified by content ID "50001") is shown, but information on multiple pieces of content can be stored. Here, "content" refers to data consisting of videos, images, and / or text data created and provided by a platform service or expert for the purpose of educating and communicating information about well-being, and is not limited to video content and article content. Various data related to the content can be stored, for example, detailed information about the content (e.g., title, theme, content description, content creator / provider, etc.), and as content materials, video data, text data, thumbnail (image) data, etc.
[0039] Figure 9 is an example of a flowchart relating to a method for supporting learning about and consulting on well-being-related content and products or services, according to the first embodiment of the present invention.
[0040] In this system 1, software such as a browser or application is installed on each of the employee terminals 200, user terminals 300, and administrator terminals 400. Users on each terminal launch the browser or application software and access a designated website provided by the server terminal 100 to use the platform service. The registration process for registering for such a service is described below. Note that the parts of the following process that are primarily handled by the server terminal 100 can also be executed by the platform service administrator through the operation of the administrator terminal 600.
[0041] First, as part of the process of registering an employee with the platform service, as SQ101, the administrator of the company to which the employee belongs enters information about the employee (e.g., employee ID, name, email address) on a predetermined screen displayed on the administrator terminal 400 (e.g., the screen shown in Figure 16) and sends it to the server terminal 100. The instruction receiving unit 131 of the control unit 130 of the server terminal 100 receives the information about the employee (employee information) and, as SQ102, stores the received employee information in the employee data storage unit 121 and the company data storage unit 124 of the storage unit 120, thereby registering the employee information. Following this registration, the information processing unit 132 of the control unit 130 of the server terminal 100 generates a personal ID necessary for the employee to log in to use the platform service and stores it in the storage unit 120, thereby registering the personal ID in association with the employee information.
[0042] Next, as SQ103, the information processing unit 132 of the control unit 130 of the server terminal 100 sends the registered personal ID to the employee terminal 200, addressed to the email address of the corresponding employee. The employee can then use this personal ID and password to log in to the service and use the platform service.
[0043] First, as part of the process of registering an employee's family user to the platform service, as SQ104, the administrator enters information about the employee's family user (e.g., name, email address) on a predetermined screen displayed on the administrator terminal 400 (e.g., the screen shown in Figure 17) and sends it to the server terminal 100. Here, regarding the email address to be registered, from the standpoint of protecting personal information, it may be the employee's (company) email address related to the family user, but prioritizing convenience, it may also be the family user's personal email address. Alternatively, regarding the registration of family users, instead of registration by the administrator, the family user can enter information about themselves on a predetermined screen displayed on the user terminal 300 via an invitation from the employee, and the server terminal 100, which receives the input information, can perform the registration process. The instruction receiving unit 131 of the control unit 130 of the server terminal 100 receives information about the family user (user information) and, as SQ105, registers the user information by storing the received user information in the user data storage unit 122 and the corporate data storage unit 124 of the storage unit 120. Upon registration, the information processing unit 132 of the control unit 130 of the server terminal 100 generates a personal ID necessary for the family user to log in to use the platform service, and stores it in the storage unit 120, thereby registering the personal ID in association with the user information.
[0044] Next, as SQ106, the information processing unit 132 of the control unit 130 of the server terminal 100 sends the registered personal ID to the employee terminal 200, addressed to the email address of the family user, or, if the employee's company email address is registered, to that email address. The family user can use this personal ID and password to log in to the service and use the platform service. Here, as SQ107, the information processing unit 132 of the control unit 130 of the server terminal 100 can also send the registered personal ID to the user terminal 300 of the family user, addressed to the email address of the family user, or, if the family user's personal email address is registered, to that email address.
[0045] Figure 10 is another example of a flowchart relating to a method for supporting learning and consultation about well-being content and products or services, according to the first embodiment of the present invention.
[0046] Here, employees or family users can log in to the platform service by entering their registered personal ID and password, and other authentication information, on a designated screen displayed on the employee terminal 200 or user terminal 300. They can then deepen their knowledge of well-being by viewing content related to well-being.
[0047] Furthermore, employees or family users can specify a well-being theme of interest (for example, asset management, insurance, inheritance, health, career, etc., or a combination thereof) on a predetermined screen displayed after logging in to the employee terminal 200 or user terminal 300. The instruction receiving unit 131 of the control unit 130 of the server terminal 100 registers the theme by storing information related to the specified theme in the employee data storage unit 121 or user data storage unit 122 of the storage unit 120. In addition, employees or family users can also register employee or family information by answering a questionnaire on a predetermined screen displayed after logging in to the employee terminal 200 or user terminal 300. The instruction receiving unit 131 of the control unit 130 of the server terminal 100 receives employee information or family user information such as age / gender and family structure, and stores it in the employee data storage unit 121 or user data storage unit 122 of the storage unit 120.
[0048] Next, as part of the learning process for well-being-related content, as SQ201, the employee sends a request to view video content to the server terminal 100 by selecting a list of video content displayed on a predetermined screen on the employee terminal 200 (for example, the screen shown in Figure 12 or Figure 13). Here, the server terminal 100 can also refer to employee data 1000 and recommend personalized video content based on the registered theme information. Also, for example, in Figure 13(a), on the video content list display screen, the server terminal 100 can display video content at the top or display it distinctively based on employee information such as the employee's company, age / gender, themes of interest, and family structure. The information processing unit 132 of the control unit 130 of the server terminal 100, as SQ202, refers to the video content data stored in the expert data storage unit 123 of the storage unit 120 in response to the employee's viewing request and sends the selected video content to the employee terminal 200. The information processing unit 132, as SQ203, updates the employee data 1000 (learning information) stored in the memory unit 120 as history information, including the video content viewed by the user and their progress. Here, as SQ204, the information processing unit 132 can share the stored learning information regarding the history information of the video content viewed by the employee with the administrator terminal 400. This allows the administrator to access the server terminal 100 via the administrator terminal 400, check the viewing history of the employee's video content stored in the server terminal 100, confirm whether the employee is deepening their understanding of well-being, and take follow-up actions as needed.
[0049] When an employee views an article, as SQ205, the employee sends an article viewing request to the server terminal 100 by selecting an article (column) from a list displayed on a designated screen (for example, Figure 12) on the employee terminal 200. Here, the server terminal 100 can refer to the employee data 1000 and recommend personalized article content based on the registered theme information. As SQ206, the information processing unit 132 of the control unit 130 of the server terminal 100, in response to the employee's viewing request, refers to the article content data stored in the expert data storage unit 123 of the memory unit 120 and sends the selected article content to the employee terminal 200. As SQ207, the information processing unit 132 updates the employee data 1000 (learning information) stored in the memory unit 120 as history information, including the article content viewed by the employee and its progress. Here, as SQ208, the information processing unit 132 can share the stored learning information regarding the history information of the article content viewed by the employee with the administrator terminal 400. This allows administrators to access the server terminal 100 via the administrator terminal 400, check the viewing history of employee article content stored on the server terminal 100, verify whether employees are deepening their understanding of well-being, and take follow-up actions as needed.
[0050] Next, as part of the learning process for well-being-related content by employee family users, as SQ209, the family user sends a request to view video content to the server terminal 100 by selecting from a list of video content displayed on a predetermined screen on the user terminal 300. Here, the server terminal 100 can also refer to the user data 2000 and recommend video content based on the information about the registered themes. As SQ210, the information processing unit 132 of the control unit 130 of the server terminal 100, in response to the viewing request from the family user, refers to the video content data stored in the expert data storage unit 123 of the storage unit 120 and sends the selected video content to the user terminal 300. As SQ211, the information processing unit 132 updates the user data 2000 (learning information) stored in the storage unit 120 as history information, including the video content viewed by the user and its progress. Here, as SQ212, the information processing unit 132 can share the stored learning information regarding the history information of video content viewed by the employee with the administrator terminal 400. This allows administrators to access the server terminal 100 via the administrator terminal 400, view the viewing history of video content of family users stored on the server terminal 100, and, like employees, confirm whether their family members are deepening their understanding of well-being, and take follow-up actions as needed.
[0051] When a family user wants to view an article, as SQ213, the family user sends an article viewing request to the server terminal 100 by selecting an article from a list of articles displayed on a predetermined screen on the user terminal 300. Here, the server terminal 100 can also refer to the user data 2000 and recommend article content based on the registered theme information. Furthermore, for example, in Figure 13, on the video content list display screen, the server terminal 100 can display video content at the top or display it distinctively based on family user information such as the family user's age / gender, themes of interest, and family structure. The information processing unit 132 of the control unit 130 of the server terminal 100, as SQ214, responds to the viewing request from the family user by referring to the article content data stored in the expert data storage unit 123 of the storage unit 120 and sending the selected article content to the user terminal 300. The information processing unit 132 updates the user data 2000 (learning information) stored in the memory unit 120 as SQ215, which contains the article content viewed by family users and their progress as historical information. Here, as SQ216, the information processing unit 132 can share the stored learning information regarding the history of article content viewed by family users with the administrator terminal 400. This allows the administrator to access the server terminal 100 via the administrator terminal 400 and check the viewing history of family users' article content stored in the server terminal 100. This allows the administrator to confirm whether family members are deepening their understanding of well-being, similar to employees, and to take follow-up actions as needed.
[0052] As described above, employees and their families can deepen their knowledge of well-being by viewing video or article content corresponding to predetermined themes related to well-being. Employees or their families can bookmark their favorite video or article content, and the information processing unit 132 registers this information by storing it in the employee data storage unit 121 or user data storage unit 122 of the storage unit 120. As shown in Figure 14(a), this information can then be displayed as favorite video or article content on each user's My Page screen. Furthermore, employees or their families can share video or article content with each other, for example, by operating the "Share with Family" button in Figure 13(b). The information processing unit 132 registers this information by storing it in the employee data storage unit 121 or user data storage unit 122 of the storage unit 120, associating it with the recipient user. As shown in Figure 14(b), this information can then be displayed as family content on each user's My Page screen. Employees and their families can also enter comments on the shared content and share these comments. This allows for a deeper understanding of well-being among employees and their families, as well as revitalizing communication. Furthermore, as shown in Figure 14, employees can also view notification information sent from the administrator terminal 400 (for example, notifications regarding matters necessary for work, such as "Request for submission of year-end tax adjustment documents") on the employee terminal 200's My Page screen. Sensitive information, such as this type of information, including information intended for company employees, can be sent only to the employee terminal 200 and not to the user terminal 300 of family members.
[0053] Figure 11 is yet another example of a flowchart relating to a method for supporting learning about and consulting about well-being content and products or services, according to the first embodiment of the present invention.
[0054] Here, as described above, employees or family users can deepen their knowledge of well-being by viewing well-being-related content, and after deepening their knowledge of well-being, they can consult with experts about related products or services.
[0055] First, as a process for employees to consult with experts about well-being products or services, as SQ301, the employee sends a consultation request to the server terminal 100 by selecting an icon or similar for the desired product or service from a list of consultation products or services displayed on a predetermined screen (for example, the screen shown in Figure 15) on the employee terminal 200. Here, the employee can also send a consultation request to the server terminal 100 by referring to product or service information displayed on a screen for viewing video or article content, as shown in Figure 13, along with information about the expert providing the content, and selecting a consultation icon or similar. Furthermore, the server terminal 100 can also refer to employee data 1000 and recommend consultation products or services based on the information about the registered themes. In addition, for example, in Figure 15, on the screen displaying the list of consultation products or services, the server terminal 100 can also display consultation products or services at the top or in an identifying manner based on employee information such as the employee's company, age / gender, themes of interest, and family structure.
[0056] In response to an employee's consultation request, the information processing unit 132 of the control unit 130 of the server terminal 100 redirects the employee terminal 200 to the expert terminal 500, connecting it to the expert terminal 500's website or other product or service provision page, as SQ302. Here, the information processing unit 132 can also send information about the employee, along with a notification that a consultation request has been made, to the expert terminal 500 of the selected expert. The information processing unit 132 also updates the employee data 1000 (consultation information) stored in the memory unit 120 as SQ303 by storing the expert the employee consulted. As SQ304, the employee can receive the specified product or service from the expert by communicating with the expert terminal 500 of the expert to whom the consultation request was made, either via the server terminal 100 or directly.
[0057] Furthermore, as a process for employees' families to consult with experts about well-being products or services, as SQ305, family users send a consultation request to the server terminal 100 by selecting an icon or similar for a desired product or service from a list of consultation products or services displayed on a predetermined screen (for example, the screen shown in Figure 15) on the user terminal 300. Here, family users can also send a consultation request to the server terminal 100 by referring to product or service information displayed on a screen for viewing video or article content, as shown in Figure 13, along with information about the expert providing the content, and selecting a consultation icon or similar. The server terminal 100 can also refer to user data 2000 and recommend consultation products or services based on the registered themes. Moreover, for example, in Figure 15, on the screen displaying the list of consultation products or services, the server terminal 100 can also display consultation products or services at the top or in a distinctive manner based on the family user's user information, such as age / gender, themes of interest, and family structure. In response to a consultation request from a family user, the information processing unit 132 of the control unit 130 of the server terminal 100 redirects the user terminal 300 to the expert terminal 500, connecting it to the expert terminal 500's website or other product or service provision page, as SQ306. Here, the information processing unit 132 can also send information about the family user, along with a notification that a consultation request has been made, to the expert terminal 500 of the selected expert. Furthermore, as SQ307, the information processing unit 132 updates the user data 2000 (consultation information) stored in the memory unit 120 by storing the expert consulted by the employee's family member. As SQ308, the family user can receive the specified product or service from the expert by communicating with the expert terminal 500 of the expert who made the consultation request, either via the server terminal 100 or directly.
[0058] In this way, employees or their families can deepen their knowledge by learning about well-being, and then consult with experts related to the content they have learned, receiving appropriate and smooth advice from experts. Furthermore, managers at the company to which the employee belongs can keep track of the consultation status of the employee or their family, and can confirm whether the employee and their family have deepened their understanding of well-being and are receiving appropriate support through consultation, and can follow up as needed.
[0059] Although embodiments relating to the disclosure have been described above, these can be implemented in various other forms and can be carried out by various omissions, substitutions, and modifications. These embodiments and variations, as well as those with omissions, substitutions, and modifications, are included within the technical scope of the claims and their equivalents. [Explanation of Symbols]
[0060] 1 Diagnostic System 100 Server Terminal 110 Communication Unit, 120 Storage Unit 130 Control Unit, 200 Employee Terminal 300 User Terminal 400 Administrator Terminal 500 Expert Terminal 600 Administrator Terminal NW Network
Claims
1. A method of providing a platform to employee terminals of a company connected via a network to a server terminal, offering opportunities to learn about well-being-related content and to consult about well-being-related products or services. The aforementioned server terminal is In order for the employee to learn the content, the content is transmitted to the employee's terminal. A method for connecting the employee terminal with the expert terminal of a professional who provides the content and provides the goods or services, so that the employee can consult about the goods or services.
2. The method according to claim 1, The aforementioned server terminal is A method for transmitting the content to an employee terminal of a family user of the employee, which is connected to the server terminal via a network.
3. The method according to claim 2, The aforementioned server terminal is A method for transmitting the learning history of the employee and family users of the content as learning information to an administrator terminal of the company, which is connected to the server terminal via a network.
4. The method according to claim 2, The aforementioned server terminal is A method for sharing the content selected by the employee terminal with the user terminal of a family user, in response to a request from the employee terminal.
5. The method according to claim 2, The aforementioned server terminal is A method for sending company announcement information only to employee terminals in response to a request from the administrator terminal.
6. A method according to claim 1, wherein the well-being is financial well-being.
7. A method according to claim 1, wherein the well-being is financial well-being and physical well-being.
8. A method according to claim 1, wherein the well-being is financial well-being, physical well-being, and community well-being.
9. A method according to claim 1, wherein the well-being is any one of financial well-being, career well-being, social well-being, physical well-being, and community well-being, or a combination thereof.
10. The method according to claim 1, wherein the server terminal is A method for sending personalized content to an employee in response to a request from the employee's terminal.
11. The method according to claim 1, wherein the server terminal is A method for transmitting the personalized content to the family user in response to a request from the family user's user terminal.
Citation Information
Patent Citations
Matching system between independent financial advisors and customers
JP2022011298A