Agent management server, system, information processing method and program

Abstract

Manages multiple pieces of management information and multiple pieces of customer information. [Solution] The control circuit of the agency management server acquires correspondence information indicating the correspondence between the title of the fourth item and the title of the third item, and based on the correspondence information, generates request information requesting one or more fourth item information including one or more fourth items included in one or more pieces of customer information, and does not generate request information requesting information including one or more second items excluding one or more fourth items included in the one or more pieces of customer information, and transmits the request information to the customer information management server via a transmission circuit, acquires one or more pieces of fourth item information sent from the customer information management server in accordance with the request information, and performs a predetermined process to change the contents of one or more third items included in one or more pieces of management information among the multiple pieces of management information stored in the memory circuit based on the contents of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence information.

Description

[Technical Field]

[0001] The present invention relates to an agent management server, a system, an information processing method, and a program. [Background technology]

[0002] A known example of an invention related to conventional data mapping technology is the service provision system described in Patent Document 1. The service provision system uses mapping data that associates input fields displayed on a terminal device screen with items in the external service system to store character strings included in electronic data in items in the external service system. The service provision system includes an external service processing unit, a screen generation unit, and a data generation unit. The external service processing unit acquires a list of items in the external service system from the external service system in response to a request from the terminal device. The screen generation unit generates screen information that displays the list of items in the external service system acquired by the external service processing unit in input fields on a screen for setting the mapping data. When the data generation unit receives identification information for the input fields and identification information for the items in the external service system from the terminal device displaying the screen, it generates the mapping data that associates the input fields with the items in the external service system. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Application Publication No. 2023-114790 Summary of the Invention [Problem to be solved by the invention]

[0004] There are known agent management servers that store multiple pieces of management information for sellers to manage agents, and customer information management servers that store multiple pieces of customer information for sellers to manage their internal information. Sellers use two types of systems: a Partner Relationship Management (PRM) system that includes an agent management server, and a Customer Relationship Management (CRM) system that includes a customer information management server. However, agents are the ones who view multiple pieces of management information, while sellers are the ones who view multiple pieces of customer information. This makes managing multiple pieces of management information and multiple pieces of customer information complicated.

[0005] Therefore, the object of the present invention is to provide an agency management server, system, information processing method, and program that can manage multiple pieces of management information managed in an agency management server and multiple pieces of customer information managed by a customer information management server. [Means for solving the problem]

[0006] The first aspect is The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller or a plurality of business details that are the details of the agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the titles of one or more fourth items that are part of the plurality of second items and the titles of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more fourth items of information transmitted from the customer information management server in response to the request information; and executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information. This is an agency management server.

[0007] The second aspect is The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. The agency management server according to the first aspect.

[0008] The third aspect is each of the plurality of pieces of management information includes first identification information; The first identification information is information for identifying customer information associated with management information. The agent management server according to the first or second aspect.

[0009] The fourth aspect is the request information includes one or more pieces of first identification information; The control circuit of the agency management server In the process of acquiring the fourth information item, the one or more pieces of fourth information corresponding to the one or more pieces of customer information identified by the one or more pieces of first identification information are acquired; In the process of executing the predetermined process, a predetermined process is executed to change the content of the one or more third items included in the one or more management information specified by the one or more first specification information included in the request information, based on the content of the one or more fourth items included in the one or more fourth item information. The agency management server according to the third aspect.

[0010] The fifth aspect is The product information is information about the product sold by the seller, The predetermined process is a process of storing the product information in the storage circuit as the content of the third item. The agency management server according to the fourth aspect.

[0011] The sixth aspect is The control circuit of the agency management server Obtaining third item information including the contents of one or more third items; transmitting, via a transmission circuit, determination request information to the customer information management server to request a determination as to whether or not the first customer or business content included in the third item information is included in any of the plurality of customer information; obtaining, from the customer information management server, determination result information indicating whether the first customer or business content included in the third item information is included in any of the plurality of pieces of customer information; determining whether or not to transmit the one or more pieces of third information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of third information to the customer information management server based on the determination result information; The agent management server according to any one of the first and fifth aspects.

[0012] The seventh aspect is One or more synchronization periods are set corresponding to the titles of the one or more third items, respectively; The control circuit of the agency management server transmitting the request information to the customer information management server by a transmitting circuit in accordance with the one or more synchronization periods; The agency management server according to any one of the first to sixth aspects.

[0013] The eighth aspect is The control circuit of the agency management server acquiring the management information from an agent terminal used by the agent; storing the management information in a storage circuit of the agency management server; The agency management server according to any one of the first to seventh aspects.

[0014] The ninth aspect is The control circuit of the agency management server acquiring the correspondence information from a seller terminal used by the seller; storing the correspondence information in a storage circuit of the agency management server; The agency management server according to any one of the first to eighth aspects.

[0015] The tenth aspect is a storage circuit of the agency management server stores the plurality of pieces of management information in association with a first account; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The control circuit of the agency management server In the process of transmitting the request information, the request information and second identification information for identifying the second account are transmitted to the customer information management server by a transmission circuit. The agency management server according to any one of the first to ninth aspects.

[0016] The 11th aspect is the title of said one or more fourth items includes a representative of said agency; The control circuit of the agency management server issuing a second account to the agent's person in charge included in the one or more fourth items of information, for the agent's person in charge to access the plurality of pieces of management information; The agency management server according to any one of the first to tenth aspects.

[0017] The 12th aspect is The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, Each of the plurality of pieces of management information is information relating to a plurality of customers managed by an agency that acts as an agent for the one or more types of merchandise sold by the seller, or information relating to business content that is the content of the agency's agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the titles of one or more fourth items that are part of the plurality of second items and the titles of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more fourth items of information transmitted from the customer information management server in response to the request information; executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; This is an agency management server.

[0018] The 13th aspect is The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller or a plurality of business details that are the details of the agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The control circuit of the agency management server transmitting, via a transmitting circuit, request information requesting one or more second item information including the one or more second items included in one or more pieces of customer information that are at least a part of the plurality of pieces of customer information, to the customer information management server; acquiring the one or more second items of information transmitted from the customer information management server in response to the request information; obtaining correspondence relationship information indicating a correspondence relationship between the titles of one or more fourth items that are part of the plurality of second items and the titles of one or more third items that are at least part of the plurality of first items; extracting the one or more fourth items from the plurality of second items included in the one or more pieces of second item information based on the correspondence relationship information; executing a predetermined process to change the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items; This is an agency management server.

[0019] The 14th aspect is The system includes an agent terminal and the agent management server according to any one of the first to thirteenth aspects, the agent terminal is used by the agent and transmits the management information to the agent management server; The control circuit of the agency management server acquiring the management information; storing the management information in a storage circuit of the agency management server; It is a system.

[0020] The 15th aspect is The program is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller or a plurality of business details that are the details of the agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The program is installed in a control circuit of the agency management server. obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquires the one or more fourth items of information transmitted from the customer information management server in response to the request information; executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; It is a program.

[0021] The 16th aspect is The program is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, Each of the plurality of pieces of management information is information relating to a plurality of customers managed by an agency that acts as an agent for the one or more types of merchandise sold by the seller, or information relating to business content that is the content of the agency's agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The program is installed in a control circuit of the agency management server. obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquires the one or more fourth items of information transmitted from the customer information management server in response to the request information; executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; It is a program.

[0022] The 17th aspect is The program is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller or a plurality of business details that are the details of the agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The program is installed in a control circuit of the agency management server. transmitting, via a transmitting circuit, request information requesting one or more second item information including the one or more second items included in one or more pieces of customer information that are at least a part of the plurality of pieces of customer information, to the customer information management server; acquires the one or more second items of information transmitted from the customer information management server in response to the request information; obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; extracting the one or more fourth items from the plurality of second items included in the one or more pieces of second item information based on the correspondence relationship information; executes a predetermined process to change the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items; It is a program.

[0023] The 18th aspect is The information processing method is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller or a plurality of business details that are the details of the agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; In the information processing method, the control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the titles of one or more fourth items that are part of the plurality of second items and the titles of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more fourth items of information transmitted from the customer information management server in response to the request information; and executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information. It is an information processing method.

[0024] The 19th aspect is The information processing method is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, Each of the plurality of pieces of management information is information relating to a plurality of customers managed by an agency that acts as an agent for the one or more types of merchandise sold by the seller, or information relating to business content that is the content of the agency's agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; In the information processing method, the control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the titles of one or more fourth items that are part of the plurality of second items and the titles of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more fourth items of information transmitted from the customer information management server in response to the request information; executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; It is an information processing method.

[0025] The 20th aspect is The information processing method is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller or a plurality of business details that are the details of the agency sales, each of the plurality of pieces of management information includes a plurality of first items including a title and a content; Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; In the information processing method, the control circuit of the agency management server transmitting, via a transmitting circuit, request information requesting one or more second item information including the one or more second items included in one or more pieces of customer information that are at least a part of the plurality of pieces of customer information, to the customer information management server; acquiring the one or more second items of information transmitted from the customer information management server in response to the request information; obtaining correspondence relationship information indicating a correspondence relationship between the titles of one or more fourth items that are part of the plurality of second items and the titles of one or more third items that are at least part of the plurality of first items; extracting the one or more fourth items from the plurality of second items included in the one or more pieces of second item information based on the correspondence relationship information; executing a predetermined process to change the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items; It is an information processing method. [Effects of the Invention]

[0026] According to the present disclosure, it is possible to manage a plurality of pieces of management information managed by an agency management server and a plurality of pieces of customer information managed by a customer information management server. [Brief explanation of the drawings]

[0027] [Figure 1] FIG. 1 is a block diagram of systems 1, 1a, and 1b. [Figure 2] FIG. 2 is a block diagram of the agent terminal 210-1. [Figure 3] FIG. 3 is a block diagram of seller terminal 310-1. [Figure 4] FIG. 4 is a block diagram of the agency management server 110. As shown in FIG. [Figure 5] FIG. 5 is a block diagram of the customer information management server 510. [Figure 6] FIG. 6 is a block diagram of the API server 410. [Figure 7] FIG. 7 is a block diagram of the authentication server 610. [Figure 8] FIG. 8 shows a case management table. [Figure 9] FIG. 9 is a diagram showing the first customer management table. [Figure 10] FIG. 10 shows the negotiation management table. [Figure 11] FIG. 11 is a diagram showing the second customer management table. [Figure 12] FIG. 12 is a diagram showing the correspondence relationship table. [Figure 13] FIG. 13 is a flowchart of the login process executed by the control circuit 312 of the seller terminal 310-1, the control circuit 112 of the agency management server 110, and the control circuit 612 of the authentication server 610. [Figure 14] FIG. 14 is a flowchart of the mapping process executed by the control circuit 312 of the seller terminal 310-1 and the control circuit 112 of the agency management server 110. [Figure 15] FIG. 15 shows an image displayed on the display 320 of the seller terminal 310-1. [Figure 16] FIG. 16 is a flowchart of the registration process executed by the control circuit 212 of the agent terminal 210-1, the control circuit 112 of the agent management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. [Figure 17] FIG. 17 is a flowchart of the registration process executed by the control circuit 212 of the agent terminal 210-1, the control circuit 112 of the agent management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. [Figure 18] FIG. 18 is a flowchart of the registration process executed by the control circuit 212 of the agent terminal 210-1, the control circuit 112 of the agent management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. [Figure 19] FIG. 19 shows an image displayed on the display 220 of the agent terminal 210-1. [Figure 20] FIG. 20 shows an image displayed on the display 220 of the agent terminal 210-1. [Figure 21]FIG. 21 is a flowchart of the synchronization process executed by the control circuit 112 of the agency management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. [Figure 22] FIG. 22 shows a case management table. [Figure 23] FIG. 23 shows the negotiation management table. [Figure 24] FIG. 24 is a flowchart of the registration process executed by the control circuit 212 of the agent terminal 210-1, the control circuit 112 of the agent management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. [Figure 25] FIG. 25 is a diagram showing a synchronization management table. DETAILED DESCRIPTION OF THE INVENTION

[0028] (Embodiment) A system 1 according to an embodiment of the present disclosure will be described with reference to the drawings.

[0029] [System 1 Structure] First, the overall configuration of the system 1 will be described with reference to the drawings. Figure 1 is a block diagram of the systems 1, 1a, and 1b.

[0030] System 1 in FIG. 1 includes agency management server 110, agency terminals 210-1 to 210-N (plurality of agency terminals), seller terminals 310-1 to 310-M (plurality of seller terminals), API server 410, customer information management server 510, and authentication server 610. N and M are natural numbers. Agency management server 110 is connected to API server 410, customer information management server 510, and authentication server 610 via a communication network so that they can communicate with each other. Furthermore, agency terminals 210-1 to 210-N are connected to agency management server 110 via the communication network so that they can communicate with each other. Seller terminals 310-1 to 310-M are connected to agency management server 110 and customer information management server 510 via the communication network so that they can communicate with each other. The network may be the Internet, an intranet, or the like.

[0031] Seller terminals 310-1 to 310-M are information processing devices used by sellers B-1 to BN, respectively, who sell one or more types of merchandise. Seller terminals 310-1 to 310-M are, for example, smartphones, tablet terminals, or personal computers.

[0032] The agent terminals 210-1 to 210-N are information processing devices used by the agents P-1 to PN, who act as agents for sales of one or more types of merchandise sold by the sellers B-1 to BN, introduce customers, etc. The agent terminals 210-1 to 210-N are, for example, smartphones, tablet terminals, or personal computers.

[0033] The agency management server 110 is an information processing device managed by a business support company. The business support company supports sellers B-1 to BN in managing information related to sales representation by agents P-1 to PN. The agency management server 110 provides responses to agent terminals 210-1 to 210-N and seller terminals 310-1 to 310-M in response to requests from the agent terminals 210-1 to 210-N and seller terminals 310-1 to 310-M.

[0034] The customer information management server 510 is an information processing device managed by a CRM (Customer Relationship Management) provider. The CRM provider manages the relationships between companies and customers to improve the company's sales. The customer information management server 510 provides the API server 410 with a response in response to a request from the API server 410, which will be described later.

[0035] The API (Application Programming Interface) server 410 is an information processing device managed by the CRM provider. Based on a request from the agency management server 110, the API server 410 generates a new request suitable for the operation of the customer information management server 510 and outputs the new request to the customer information management server 510. Based on a response provided from the customer information management server 510, the API server 410 generates a new response suitable for the operation of the agency management server 110 and provides the new response to the agency management server 110.

[0036] The authentication server 610 is an information processing device managed by a CRM provider. The authentication server 610 executes authentication processing when sellers B-1 to BM log in to the customer information management server 510.

[0037] Note that agents P-1 to PN and sellers B-1 to BN are generally corporations, not natural persons. For convenience, the staff of agents P-1 to PN and sellers B-1 to BN will also be referred to as agents P-1 to PN and sellers B-1 to BN below. For example, the operation of a terminal by a staff member of agents P-1 to PN and sellers B-1 to BN will be described as agents P-1 to PN and sellers B-1 to BN operating the terminal.

[0038] [Structure of agency terminals 210-1 to 210-N] Next, the structure of the agent terminals 210-1 to 210-N will be explained with reference to the drawings. Since the structure of the agent terminals 210-2 to 210-N is the same as the structure of the agent terminal 210-1, only the agent terminal 210-1 will be explained below. Figure 2 is a block diagram of the agent terminal 210-1.

[0039] The agent terminal 210-1 includes a control circuit 212, a memory circuit 214, a network interface 216, a graphics processing unit 218, a display 220, an audio processing unit 222, a speaker 224, and an operation unit 226.

[0040] The memory circuit 214 stores programs and data and is, for example, a combination of a read-only memory (ROM), a random access memory (RAM), and a storage (for example, a flash memory or a hard disk).

[0041] The programs include, for example, the following programs: OS (Operating System) programs - Programs for applications that process information (e.g., web browsers or target apps described below)

[0042] The data includes, for example, the following data: Databases referenced in information processing Data obtained by performing information processing (i.e., the results of performing information processing)

[0043] The control circuit 212 realizes the functions of the agency terminal 210-1 by executing the program stored in the memory circuit 214. The control circuit 212 is, for example, at least one of the following: ·CPU(Central Processing Unit) ·GPU(Graphic Processing Unit) ·ASIC(Application Specific Integrated Circuit) ·FPGA(Field Programmable Array)

[0044] The network interface 216 controls communication between the agent terminal 210-1 and an external device, which is the agent management server 110.

[0045] The graphics processing unit 218 displays an image on the display 220 based on the image data generated by the control circuit 212. The display 220 is a liquid crystal display or an organic EL (Electro Luminescence) display.

[0046] The audio processing unit 222 causes the speaker 224 to output sound based on the audio data generated by the control circuit 212 .

[0047] The operation unit 226 generates an operation signal based on an operation by the agent P-1, and outputs the operation signal to the control circuit 212. The operation unit 226 is, for example, a touch panel, a keyboard, a mouse, or a combination of these.

[0048] [Structure of seller terminals 310-1 to 310-M] Next, the structure of seller terminals 310-1 to 310-M will be described with reference to the drawings. Since the structure of seller terminals 310-2 to 310-M is the same as that of seller terminal 310-1, only seller terminal 310-1 will be described below. Figure 3 is a block diagram of seller terminal 310-1.

[0049] The seller terminal 310-1 includes a control circuit 312, a memory circuit 314, a network interface 316, a graphics processor 318, a display 320, an audio processor 322, a speaker 324, and an operation unit 326.

[0050] The memory circuit 314 stores programs and data and is, for example, a combination of a read-only memory (ROM), a random access memory (RAM), and a storage (for example, a flash memory or a hard disk).

[0051] The programs include, for example, the following programs: OS (Operating System) programs - Programs for applications that process information (e.g., web browsers or target apps described below)

[0052] The data includes, for example, the following data: Databases referenced in information processing Data obtained by performing information processing (i.e., the results of performing information processing)

[0053] The control circuit 312 realizes the functions of the seller terminal 310-1 by executing a program stored in the memory circuit 314. The control circuit 312 is, for example, at least one of the following: ·CPU(Central Processing Unit) ·GPU(Graphic Processing Unit) ·ASIC(Application Specific Integrated Circuit) ·FPGA(Field Programmable Array)

[0054] The network interface 316 controls communication between the seller terminal 310-1 and external devices. The external devices are the agency management server 110, the API server 410, and the authentication server 610.

[0055] The graphics processing unit 318 displays an image on the display 320 based on the image data generated by the control circuit 312. The display 320 is a liquid crystal display or an organic EL (Electro Luminescence) display.

[0056] The audio processing unit 322 causes the speaker 324 to output sound based on the audio data generated by the control circuit 312 .

[0057] The operation unit 326 generates an operation signal based on an operation by the seller B-1, and outputs the operation signal to the control circuit 312. The operation unit 326 is, for example, a touch panel, a keyboard, a mouse, or a combination of these.

[0058] [Structure of the agency management server 110] Next, the structure of the agency management server 110 will be described with reference to the drawings.

[0059] As shown in FIG. 4, the agency management server 110 includes a control circuit 112, a memory circuit 114, and a network interface .

[0060] The memory circuit 114 stores programs and data and is, for example, a combination of a read-only memory (ROM), a random access memory (RAM), and a storage (for example, a flash memory or a hard disk).

[0061] The programs include, for example, the following programs: OS (Operating System) programs - Programs for applications that process information (e.g., web browsers or target apps described below)

[0062] The data includes, for example, the following data: Databases referenced in information processing Data obtained by performing information processing (i.e., the results of performing information processing)

[0063] The control circuit 112 executes the program PG stored in the memory circuit 114 to realize the functions of the agency management server 110. The control circuit 112 is, for example, at least one of the following: ·CPU(Central Processing Unit) ·GPU(Graphic Processing Unit) ·ASIC(Application Specific Integrated Circuit) ·FPGA(Field Programmable Array)

[0064] The control circuit 112 includes, as functional blocks, a correspondence information acquisition means 121, a request information generation means 122, a request information transmission control means 123, a fourth item information acquisition means 124, a predetermined processing execution means 125, a third item information acquisition means 126, a judgment request information transmission control means 127, a judgment result information acquisition means 128, a transmission necessity determination means 129, a synchronization means 130, a management information acquisition means 131, a management information storage control means 132, a correspondence information storage control means 133, and a second account issuance means 134.

[0065] The network interface 116 controls communication between the agency management server 110 and external devices. The external devices are the agency terminals 210-1 to 210-N, the seller terminals 310-1 to 310-M, and the API server 410.

[0066] [Structure of customer information management server 510] Next, the structure of the customer information management server 510 will be described with reference to the drawings.

[0067] As shown in FIG. 5, the customer information management server 510 includes a control circuit 512, a memory circuit 514, and a network interface 516.

[0068] The memory circuit 514 stores programs and data and is, for example, a combination of a read-only memory (ROM), a random access memory (RAM), and a storage (for example, a flash memory or a hard disk).

[0069] The programs include, for example, the following programs: OS (Operating System) programs - Programs for applications that process information (e.g., web browsers or target apps described below)

[0070] The data includes, for example, the following data: Databases referenced in information processing Data obtained by performing information processing (i.e., the results of performing information processing)

[0071] The control circuit 512 executes the program stored in the memory circuit 514 to realize the functions of the customer information management server 510. The control circuit 512 is, for example, at least one of the following: ·CPU(Central Processing Unit) ·GPU(Graphic Processing Unit) ·ASIC(Application Specific Integrated Circuit) ·FPGA(Field Programmable Array)

[0072] The network interface 516 controls communication between the customer information management server 510 and an external device. The external device is the API server 410.

[0073] [API Server 410 Structure] Next, the structure of the API server 410 will be described with reference to the drawings.

[0074] As shown in FIG. 6, the API server 410 includes a control circuit 412, a memory circuit 414, and a network interface 416.

[0075] The memory circuit 414 stores programs and data and is, for example, a combination of a read-only memory (ROM), a random access memory (RAM), and a storage (for example, a flash memory or a hard disk).

[0076] The programs include, for example, the following programs: OS (Operating System) programs - Programs for applications that process information (e.g., web browsers or target apps described below)

[0077] The data includes, for example, the following data: Databases referenced in information processing Data obtained by performing information processing (i.e., the results of performing information processing)

[0078] The control circuit 412 executes the program stored in the memory circuit 414 to realize the functions of the API server 410. The control circuit 412 is, for example, at least one of the following: ·CPU(Central Processing Unit) ·GPU(Graphic Processing Unit) ·ASIC(Application Specific Integrated Circuit) ·FPGA(Field Programmable Array)

[0079] The network interface 416 controls communication between the API server 410 and external devices. The external devices are the agency management server 110, the seller terminals 310-1 to 310-M, and the customer information management server 510.

[0080] [Structure of authentication server 610] Next, the structure of the authentication server 610 will be described with reference to the drawings.

[0081] As shown in FIG. 7, the authentication server 610 includes a control circuit 612, a memory circuit 614, and a network interface 616.

[0082] The memory circuit 614 stores programs and data and is, for example, a combination of a read-only memory (ROM), a random access memory (RAM), and a storage (for example, a flash memory or a hard disk).

[0083] The programs include, for example, the following programs: OS (Operating System) programs - Programs for applications that process information (e.g., web browsers or target apps described below)

[0084] The data includes, for example, the following data: Databases referenced in information processing Data obtained by performing information processing (i.e., the results of performing information processing)

[0085] The control circuit 612 executes a program stored in the memory circuit 614 to realize the functions of the authentication server 610. The control circuit 612 is, for example, at least one of the following: ·CPU(Central Processing Unit) ·GPU(Graphic Processing Unit) ·ASIC(Application Specific Integrated Circuit) ·FPGA(Field Programmable Array)

[0086] The network interface 616 controls communication between the authentication server 610 and an external device, which is the agency management server 110.

[0087] [System 1 operation] Next, the operation of system 1 will be described with reference to the drawings. Fig. 8 is a diagram showing a case management table. Fig. 9 is a diagram showing a first customer management table. Fig. 10 is a diagram showing a negotiation management table. Fig. 11 is a diagram showing a second customer management table. Fig. 12 is a diagram showing a correspondence relationship table.

[0088] The storage circuit 114 of the agency management server 110 stores the case management table shown in FIG. 8 in association with each of the first accounts of sellers B-1 to BN. The case management table shown in FIG. 8 is a table for seller B-1 (A Corporation). Although not shown, the storage circuit 114 of the agency management server 110 also stores case management tables for sellers B-2 to BN. The case management table includes multiple case information I11 (management information I1) for seller B-1. The case information I11 is information regarding sales details, which are the details of agency sales by agents P-1 to PM for one or more types of merchandise sold by seller B-1. Hereinafter, the sales details of the case information I11 will be referred to as a case. The case information I11 is an example of management information I1. Specifically, each of the multiple case information I11 (management information I1) includes multiple first items K1, including a title and a content. The titles are ID1, project name, update date and time, product name, agency name, agency representative name, agency representative email address, referral method, compensation conditions, customer name, customer representative name, customer representative email address, compensation amount, progress, collaboration, and ID2. The contents are character strings associated with each title.

[0089] ID1 is the ID of the case information I11. Case name is the name of the case and is set by the agent P-1. Update date and time is the date and time when the case information I11 was registered in the case management table or the date and time when the case information I11 was updated. Product name is the name of the product for which the agent P-1 to PN is acting as an agent for sales in the case. Agency name is the name of the agent P-1 to PN acting as an agent for sales of the product. Agency representative name is the name of the person in charge at the agent P-1 to PN. Agency representative email address is the email address of the agency representative.

[0090] The introduction form indicates a method in which agents P-1 to PN introduce customers to seller B-1. The introduction form is set to indicate lead introduction or intermediary introduction. In lead introduction, agents P-1 to PN introduce customers to seller B-1. In intermediary introduction, agents P-1 to PN introduce customers who have the intention to purchase to seller B-1. In other words, in lead introduction, agents P-1 to PN introduce only customers to sellers. On the other hand, in intermediary introduction, agents P-1 to PN introduce customers who will purchase merchandise to seller B-1.

[0091] The compensation terms indicate when compensation is earned and the basis for calculating the amount of compensation. Compensation terms include "20,000 yen per referral" and "10% of the contract amount." "20,000 yen per referral" means that a compensation of 20,000 yen is earned when an agent P-1 through PN introduces a customer to seller B-1 in a lead referral. "10% of the contract amount" means that when an agent P-1 through PN introduces a customer who purchases a product to seller B-1 in a lead referral or intermediary referral, a compensation of 10% of the contract amount is earned when a contract is concluded between the customer and seller B-1. In this way, compensation for lead referrals and intermediary referrals differ.

[0092] The customer name is the name of the customer in the agency sales by the agents P-1 to PN. The customer representative name is the name of the customer representative. The customer representative email address is the email address of the customer representative. The commission amount is the amount of commission to be awarded to the agents P-1 to PN when the project is concluded. The progress is the progress of the project. For example, progress includes "introduced," "contracted," and "paid." "Introduced" indicates that the customer has been introduced to seller B-1. "Contracted" means that the customer has purchased seller B-1's product (product name XXXYYY). "Payment made" means that the customer has paid seller B-1 for the product. In addition to "introduced," "contracted," and "payment made," seller B-1's progress may also include "new," "scheduling in progress," "negotiations underway," "contract concluded," "commission awarded," and "unacceptable."

[0093] The link indicates whether the project information I11 is associated with the negotiation information I21 to synchronize with the negotiation information I21 described below. ID2 (first identification information) is information that identifies the negotiation information I21 (customer information I2) associated with the project information I11 (management information I1). Thus, each of the multiple project information I11 (management information I1) includes ID2 (first identification information).

[0094] The storage circuit 114 of the agency management server 110 stores the first customer management table shown in FIG. 9 in association with each of the first accounts of sellers B-1 to BN. The first customer management table shown in FIG. 9 is a table for seller B-1 (A Corporation). Although not shown, the storage circuit 114 of the agency management server 110 also stores first customer management tables for sellers B-2 to BN. The first customer management table includes multiple pieces of first customer management information I12 for seller B-1. The first customer management information I12 is information about multiple customers managed by agents P-1 to PN. The first customer management information I12 is an example of management information I1. Specifically, each of the multiple pieces of first customer management information I12 includes the customer name, the customer representative, the customer representative's email address, the address, the telephone number, a URL, and annual sales as titles of multiple first items K1.

[0095] URL is the URL of the customer's website. Annual Revenue is the customer's annual revenue.

[0096] The customer information management server 510 manages multiple pieces of customer information I2 related to multiple customers managed by sellers B-1 to BM, who sell one or more types of products. More specifically, the memory circuit 514 of the customer information management server 510 stores the negotiation management table shown in FIG. 10 in association with each of the second accounts of sellers B-1 to BN. The negotiation management table shown in FIG. 10 is the table for seller B-1 (A Corporation). Although not shown, the memory circuit 514 of the customer information management server 510 also stores negotiation management tables for sellers B-2 to BN. Furthermore, the memory circuit 514 of the customer information management server 510 also stores negotiation management tables for sellers not managed by the agency management server 110. The negotiation management table includes multiple pieces of negotiation information I21. Business negotiation information I21 is information about sales content, which is the content of agency sales by agents P-1 to PN for one or more types of products sold by seller B-1, or the content of sales by seller B-1. Hereinafter, the sales content of business negotiation information I21 will be referred to as a business negotiation. A business negotiation is essentially the same as a case. Business negotiation information I21 is an example of customer information I2. Specifically, each of the multiple business negotiation information I21 (customer information I2) includes multiple second items K2, including a title and content. The titles include ID2, business negotiation name, update date and time, product name, client name, client contact name, client contact email address, referral type, compensation terms, customer name, client contact name, client contact email address, compensation amount, business negotiation date and time, sales representative, estimated amount, phase, and collaboration. The content is a string of characters written in association with each title.

[0097] ID2 is the ID of the business negotiation information I21. Business negotiation name is the name of the business negotiation. Update date / time is the date and time when the business negotiation information I21 was registered in the business negotiation management table, or the date and time when the business negotiation information I21 was updated. Business negotiation date / time is the date of the business negotiation between seller B-1 and the customer. Salesperson is the name of seller B-1's salesperson. Estimated amount is the amount written in the estimate presented by seller B-1 to the customer. Phase is the progress of the business negotiation. Phases include, for example, "Introduced," "Contract Made," and "Payment Made." "Introduced" indicates that the customer was introduced to seller B-1. "Contract Made" means that the customer purchased seller B-1's product (product name XXXYYY). "Payment Made" means that the customer has paid seller B-1 for the product. In addition, the phases for seller B-1 may include "New", "Schedule in process", "Negotiations underway", "Closed", "Commission settled" and "Not accepted" in addition to "Introduced", "Contract concluded", and "Payment made".

[0098] The memory circuit 514 of the customer information management server 510 stores the second customer management table shown in FIG. 11 in association with each of the second accounts of sellers B-1 to BN. The second customer management table shown in FIG. 11 is a table for seller B-1 (A Company). Although not shown, the memory circuit 514 of the customer information management server 510 also stores second customer management tables for sellers B-2 to BN. The memory circuit 514 of the customer information management server 510 also stores second customer management tables for sellers not managed by the agency management server 110. The second customer management table includes multiple pieces of second customer management information I22 for seller B-1 (A Company). The second customer management information I22 is information about multiple customers managed by sellers B-1 to BM. The second customer management information I22 is an example of customer information I2. Specifically, the second customer management information I22 includes the customer name, the customer representative, the customer representative's email address, the address, the telephone number, the URL, and the annual sales as titles of a plurality of second items K2.

[0099] Here, the amount of information contained in the negotiation management table differs from the amount of information contained in the project management table for the following reasons: Similarly, the amount of information contained in the second customer management table differs from the amount of information contained in the first customer management table.

[0100] By operating the seller terminal 310-1, the seller B-1 can register the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) in the negotiation management table and the second customer management table, respectively. Furthermore, by operating the seller terminal 310-1, the seller B-1 can change the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) in the negotiation management table and the second customer management table, respectively. Thus, the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) are information that the seller B-1 uses to manage all of the sales status, negotiation status, and customer status of the seller B-1's products. Therefore, the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) include information about negotiations that are being handled by the agent P-1 and negotiations that the seller B-1 is directly handling. The business negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) are input by the seller B-1.

[0101] Meanwhile, the agent P-1 can register the case information I11 (management information I1) and the first customer management information I12 (management information I1) for which the agent P-1 is acting as an agent for the seller in the case management table and the first customer management table, respectively, by operating the agent terminal 210-1. The agent P-1 can change the case information I11 (management information I1) and the first customer management information I12 (management information I1) for which the agent P-1 is acting as an agent for the seller in the case management table and the first customer management table, respectively, by operating the agent terminal 210-1. In this way, the case information I11 (management information I1) and the first customer management information I12 (management information I1) are information used by the agent P-1 to manage the agency sales status, negotiation status, and customer status regarding the agency sales of the seller B-1's products. The project information I11 (management information I1) and the first customer management information I12 (management information I1) are part of the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2). The project information I11 (management information I1) and the first customer management information I12 (management information I1) are input by the agent P-1.

[0102] However, the agent P-1 cannot access the negotiation management table or the second customer management table. Therefore, the agent P-1 cannot register the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) in the negotiation management table or the second customer management table, respectively, by operating the agent terminal 210-1, and cannot change the negotiation information I21 (customer information I2) and the second customer management information I22 (customer information I2) in the negotiation management table or the second customer management table, respectively.

[0103] As described above, the project information I11 and the first customer management information I12 (management information I1) are part of the negotiation information I21 and the second customer management information I22 (customer information I2). Therefore, the project information I11 and the first customer management information I12 (management information I1) must match part of the negotiation information I21 and the second customer management information I22 (customer information I2). However, the project information I11 and the first customer management information I12 (management information I1) are input or updated by the agent P-1, and the negotiation information I21 and the second customer management information I22 (customer information I2) are input or updated by the seller B-1. In this way, the person who inputs the project information I11 and the first customer management information I12 (management information I1) may be different from the person who inputs the negotiation information I21 and the second customer management information I22 (customer information I2). Therefore, there are cases where the multiple pieces of project information I11 and the multiple pieces of first customer management information I12 (management information I1) recorded in the project management table and the first customer management table, respectively, do not match the multiple pieces of negotiation information I21 and the multiple pieces of second customer management information I22 (customer information I2) recorded in the negotiation management table and the second customer management table, respectively. Therefore, the agency management server 110 needs to synchronize the multiple pieces of project information I11 and the multiple pieces of first customer management information I12 (management information I1) recorded in the project management table and the first customer management table with the multiple pieces of negotiation information I21 and the multiple pieces of second customer management information I22 (customer information I2) recorded in the negotiation management table and the second customer management table.

[0104] For example, seller B-1 may conduct sales activities with customers introduced by agent P-1. In this case, seller B-1 assigns his / her sales representative to conduct business negotiations and prepare estimates. Therefore, the business negotiation information I21 includes one or more second items K2 each having a title such as the business negotiation date and time, the sales representative, and the estimated amount. Seller B-1 does not want to disclose the one or more second items K2 each having a title such as the business negotiation date and time, the sales representative, and the estimated amount to agent P-1. Therefore, seller B-1 must set one or more second items K2 to be disclosed to agent P-1 among the multiple second items K2 included in the business negotiation information I21 and one or more second items K2 not to be disclosed to agent P-1 among the multiple second items K2 included in the business negotiation information I21 before the above-described synchronization process is performed.

[0105] Furthermore, at least a portion of the project information I11 and the multiple pieces of first customer management information I12 (management information I1) registered by the agent P-1 in the project management table and the first customer management table may overlap with the multiple pieces of negotiation information I21 and multiple pieces of second customer management information I22 (customer information I2) recorded in the negotiation management table and the second customer management table. For example, if negotiation information I21 for a customer for whom seller B-1 is already conducting sales activities is registered in the negotiation management table, there is a possibility that project information I11 for a customer that overlaps with the customer for whom seller B-1 is already conducting sales activities may be registered in the project table for agency sales. In this case, the project information I11 and the multiple pieces of first customer management information I12 (management information I1) registered by the agent P-1 in the project management table and the first customer management table do not need to be recorded in the negotiation management table and the second customer management table. For the above reasons, the system 1 performs the following processes (1) to (4). (1) Login process (2) Mapping process (3) Registration process (4) Synchronization process

[0106] In the login process (1), the seller B-1 logs in to the customer information management server 510. The customer information management server 510 issues an access token.

[0107] In the mapping process (2), the control circuit 112 (correspondence information acquisition means 121) of the agency management server 110 acquires correspondence information I4 indicating the correspondence between the titles of one or more fourth items K4, which are part of the multiple second items K2 contained in the customer information I2 managed by the customer information management server 510, and the titles of one or more third items K3, which are at least part of the multiple first items K1 contained in the management information I1 stored in the agency management server 110.

[0108] In the registration process (3), input information I3 entered by the agent P-1 is registered as management information I1 in the case management table and the first customer management table. At this time, the control circuit 112 of the agency management server 110 causes the customer information management server 510 to determine whether the customer information management server 510 stores one or more pieces of customer information I2 containing a customer name that matches a customer name included in the management information I1. If the customer information management server 510 stores one or more pieces of customer information I2 containing a customer name that matches a customer name included in the management information I1, the control circuit 112 of the agency management server 110 does not cause the customer information management server 510 to register the management information I1. On the other hand, if the customer information management server 510 does not store one or more pieces of customer information I2 containing a customer name that matches a customer name included in the management information I1, the control circuit 112 of the agency management server 110 causes the customer information management server 510 to register the management information I1.

[0109] In the synchronization process (4), when one or more pieces of management information I1 stored in the memory circuit 114 of the agency management server 110 are linked with one or more pieces of customer information I2 managed by the customer information management server 510, the control circuit 112 of the agency management server 110 executes synchronization process to synchronize the one or more pieces of management information I1 with the one or more pieces of customer information I2. The control circuit 112 of the agency management server 110 compares the update date and time of the one or more pieces of management information I1 with the update date and time of the one or more pieces of customer information I2. When any one of the one or more pieces of customer information I2 is updated, the control circuit 112 of the agency management server 110 acquires one or more pieces of fourth item information I15 including one or more fourth items K4 of the updated one or more pieces of customer information I2, and updates one or more third items K3 of the one or more pieces of management information I1 using the one or more pieces of fourth item information I15. When any of the one or more pieces of management information I1 is updated, the control circuit 112 of the agency management server 110 causes the customer information management server 510 to update one or more pieces of customer information I2 using the updated one or more pieces of management information I1.

[0110] (1) Login process Next, details of the login process will be described with reference to the drawings. Fig. 13 is a flowchart showing the login process executed by the control circuit 312 of the seller terminal 310-1, the control circuit 112 of the agency management server 110, and the control circuit 612 of the authentication server 610.

[0111] When the control circuit 112 of the agency management server 110 reads out the programs PG stored in the memory circuit 114, these programs PG cause the control circuit 112 of the agency management server 110 to execute the operations described below. The programs PG cause the control circuit 112 of the agency management server 110 to execute correspondence information acquisition means 121, request information generation means 122, request information transmission control means 123, fourth item information acquisition means 124, predetermined process execution means 125, third item information acquisition means 126, determination request information transmission control means 127, determination result information acquisition means 128, transmission necessity determination means 129, synchronization means 130, management information acquisition means 131, management information storage control means 132, correspondence information storage control means 133, and second account issuing means 134. In addition, in the information processing method, the control circuit 112 of the agency management server 110 executes the correspondence information acquisition means 121, the request information generation means 122, the request information transmission control means 123, the fourth item information acquisition means 124, the specified processing execution means 125, the third item information acquisition means 126, the judgment request information transmission control means 127, the judgment result information acquisition means 128, the transmission necessity determination means 129, the synchronization means 130, the management information acquisition means 131, the management information storage control means 132, the correspondence information storage control means 133, and the second account issuance means 134.

[0112] Seller B-1 (L Corporation) has multiple first accounts. The multiple first accounts are accounts of seller B-1 in the agency management server 110. The multiple first accounts are assigned to multiple agents P-1 to PN who act as sales agents for one or more products sold by seller B-1. Therefore, when agency terminals 210-1 to 210-N access the agency management server 110, the agency terminals 210-1 to 210-N log in using the first accounts.

[0113] In addition, seller B-1 has a second account. The second account is seller B-1's account in the customer information management server 510. Therefore, through the following process, seller B-1's second account in the customer information management server 510 is associated with seller B-1's first account in the agency management server 110.

[0114] The seller B-1 operates the operation unit 326 of the seller terminal 310-1 to input information about the first account held by the seller B-1 (first account information). The first account information includes the first account and the first password. As a result, the control circuit 212 of the seller terminal 310-1 acquires the first account information (step S1).

[0115] Next, the control circuit 312 of the seller terminal 310-1 transmits the first account information to the agency management server 110 (step S2). In response, the network interface 116 of the agency management server 110 receives the first account information and outputs the first account information to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 acquires the first account information including the first account from the seller terminal 310-1 (step S101).

[0116] Next, the control circuit 112 of the agency management server 110 executes login processing based on the first account information (step S102). More specifically, the memory circuit 114 of the agency management server 110 stores multiple combinations of first accounts and first passwords. The control circuit 112 of the agency management server 110 determines whether the first account and first password included in the first account information exist among the multiple combinations of first accounts and first passwords stored in the memory circuit 114. If the first account and first password included in the first account information exist among the multiple combinations of first accounts and first passwords stored in the memory circuit 114, the control circuit 112 of the agency management server 110 permits seller B-1 to log in to the agency management server 110.

[0117] Next, the control circuit 112 of the agency management server 110 transmits second account request information to the seller terminal 310-1 via the network interface 116 (step S103). The second account request information is information for requesting second account information from seller B-1. The second account information includes a second account and a second password. In response, the network interface 316 of the seller terminal 310-1 receives the second account request information and outputs the second account request information to the control circuit 312. As a result, the control circuit 312 of the seller terminal 310-1 obtains the second account request information including the second account from the agency management server 110 (step S3).

[0118] Next, the seller B-1 operates the operation unit 326 of the seller terminal 310-1 to input the second account information held by the seller B-1. As a result, the control circuit 212 of the seller terminal 310-1 acquires the second account information (step S4).

[0119] Next, the control circuit 312 of the seller terminal 310-1 transmits the second account information to the agency management server 110 (step S5). In response, the network interface 116 of the agency management server 110 receives the second account information and outputs the second account information to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 acquires the second account information including the second account from the seller terminal 310-1 (step S104).

[0120] Next, the control circuit 112 of the agency management server 110 transmits the second account information to the authentication server 610 (customer information management server) via the network interface 116 (transmission circuit) (step S105). In response, the network interface 616 of the authentication server 610 receives the second account information and outputs the second account information to the control circuit 612. As a result, the control circuit 612 of the authentication server 610 acquires the second account information (step S201).

[0121] Next, the control circuit 612 of the authentication server 610 executes a login process based on the second account information (step S202). More specifically, the storage circuit 614 of the authentication server 610 stores a plurality of combinations of second accounts and second passwords. The control circuit 612 of the authentication server 610 determines whether the second account and second password included in the second account information are present among the plurality of combinations of second accounts and second passwords stored in the storage circuit 614. If the second account and second password included in the second account information are present among the plurality of combinations of second accounts and second passwords stored in the storage circuit 614, the control circuit 612 of the authentication server 610 permits the seller B-1, who has the second account, to log in to the customer information management server 510.

[0122] Next, the control circuit 612 of the authentication server 610 issues an access token to the second account included in the second account information (step S203). The control circuit 612 of the authentication server 610 transmits the access token to the agency management server 110 via the network interface 616 (step S204). In response, the network interface 116 of the agency management server 110 receives the access token and outputs the access token to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 acquires the access token (step S106).

[0123] Next, the control circuit 112 of the agency management server 110 registers the access token (step S107). Specifically, the control circuit 112 of the agency management server 110 associates the access token with the first account of the agency P-1. As a result, the agency terminal 210-1, to which the first account is assigned, can use the access token to access the multiple pieces of negotiation information I21 (customer information I2) and multiple pieces of second customer management information I22 (customer information I2) for the seller B-1 stored in the customer information management server 510 via the API server 410. This completes the login process (1). In the mapping process (2), the registration process (3), and the synchronization process (4), the access token is used to perform communication between the API server 410 and the customer information management server 510.

[0124] (2) Mapping process Next, the mapping process will be described in detail with reference to the drawings. Fig. 14 is a flowchart showing the mapping process executed by the control circuit 312 of the seller terminal 310-1 and the control circuit 112 of the agency management server 110. Fig. 15 shows an image displayed on the display 320 of the seller terminal 310-1.

[0125] The control circuit 312 of the seller terminal 310-1 causes the display 320 to display the mapping input image shown in FIG. 15 (step S11). The seller B-1 (A Corporation) inputs in the mapping input image which of the titles of the multiple first items K1 each corresponds to in the title of the multiple second items K2. Specifically, the mapping input image shown in FIG. 15 includes the titles of the multiple second items K2 and multiple boxes B1. Each of the multiple boxes B1 corresponds to the title of the multiple second items K2. The seller B-1 (A Corporation) operates the operation unit 326 of the seller terminal 310-1 to input the titles of the multiple first items K1 corresponding to each of the titles of the multiple second items K2 into the multiple boxes B1. In this embodiment, seller B-1 enters the titles of multiple first items K1, such as project name, update date and time, product name, agency name, agency representative name, agency representative email address, referral type, compensation terms, customer name, customer representative name, customer representative email address, compensation amount, progress, and update, into boxes B1, which are the titles of multiple second items K2, such as negotiation name, update date and time, product name, business partner name, business partner representative name, business partner representative email address, referral type, compensation terms, customer name, customer representative name, customer representative email address, compensation amount, phase, and update. However, boxes B1, which are the titles of second items K2, such as negotiation date and time, sales representative, and estimated amount, are left blank. This is because seller B-1 (A Corporation) does not want to disclose the details of the negotiation date and time, sales representative, and estimated amount to agent P-1. In the following, multiple second items K2 including the business deal name, update date and time, product name, business partner name, business partner contact name, business partner contact email address, referral type, compensation terms, customer name, customer contact name, customer contact email address, compensation amount, phase, and update title are defined as multiple fourth items K4. Also, multiple first items K1 including the project name, update date and time, product name, agency name, agency contact name, agency contact email address, referral type, compensation terms, customer name, customer contact name, customer contact email address, compensation amount, progress, and update title are defined as multiple third items K3.The seller B-1 may input the titles of the multiple first items K1 by entering characters, or by selecting an option from a pull-down menu provided in the multiple boxes B1. As a result, the control circuit 312 of the seller terminal 310-1 acquires correspondence relationship information I4 indicating the correspondence between the titles of one or more fourth items K4, which are part of the multiple second items K2, and the titles of one or more third items K3, which are at least part of the multiple first items K1 (step S12).

[0126] Next, the control circuit 312 of the seller terminal 310-1 transmits the correspondence information I4 to the agency management server 110 via the network interface 216 (step S13). In response, the network interface 116 of the agency management server 110 receives the correspondence information I4 and outputs the correspondence information I4 to the control circuit 112. As a result, the control circuit 112 (correspondence information acquisition means 121) of the agency management server 110 acquires the correspondence information I4 indicating the correspondence between one or more third items K3 and one or more fourth items K4 from the seller terminal 310-1 (step S111).

[0127] The control circuit 112 of the agency management server 110 registers the correspondence information I4 in the correspondence table shown in Fig. 12 (step S112). That is, the control circuit 112 (correspondence information storage control means 133) of the agency management server 110 stores the correspondence information I4 in the storage circuit 114. This completes the mapping process of (2).

[0128] (3) Registration process Next, details of the registration process will be described with reference to the drawings. Figures 16 to 18 are flowcharts of the registration process executed by the control circuit 212 of the agent terminal 210-1, the control circuit 112 of the agent management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. Figures 19 and 20 show images displayed on the display 220 of the agent terminal 210-1.

[0129] The control circuit 212 of the agency terminal 210-1 displays the input information input image shown in FIG. 19 on the display 220 (step S21). The input information input image shown in FIG. 19 includes a plurality of boxes B2. The agency P-1 (L Corporation) operates the operation unit 226 of the agency terminal 210-1 to input the contents of a plurality of first items K1 (a plurality of third items K3) into each of the plurality of boxes B2. In this embodiment, the agency P-1 (L Corporation) inputs the contents of a plurality of first items K1 (a plurality of third items K3) as follows: Project name: BBBCCC project Update date:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced Address: Tokyo Phone number: 03··· URL:http: / / www### Annual sales: 23456

[0130] The content of the plurality of first items K1 (plurality of third items K3) may be input by the agent P-1 by inputting characters, or by the user by selecting an option from a pull-down menu provided in the plurality of boxes B2. As a result, the control circuit 212 of the agent terminal 210-1 acquires input information I3 (third item information) corresponding to the management information I1 including the plurality of first items K1 (plurality of third items K3) (step S22).

[0131] Next, the control circuit 212 of the agency terminal 210-1 transmits the input information I3 (third item information) to the agency management server 110 via the network interface 216 (step S23). In response, the network interface 116 of the agency management server 110 receives the input information I3 (third item information) and outputs the input information I3 (third item information) to the control circuit 112. As a result, the control circuit 112 (third item information acquisition means 126 / management information acquisition means 131) of the agency management server 110 acquires the input information I3 (third item information / management information I1) including the contents of one or more third items K3 from the agency terminal 210-1 (step S121).

[0132] Next, the control circuit 112 of the agency management server 110 registers the input information I3 (third item information) as management information I1 in the case management table shown in FIG. 8 and the first customer management table shown in FIG. 9 (step S122). More specifically, the control circuit 112 (management information storage control means 132) of the agency management server 110 stores the input information I3 (third item information) in the storage circuit 114 of the agency management server 110 as case information I11 (management information I1) in association with the first account of seller B-1 (A Company). Hereinafter, the management information I1 registered in step S122 will be referred to as first management information I101. In this embodiment, the control circuit 112 of the agency management server 110 records the contents of the multiple first items K1 (multiple third items K3) in each of the content columns of the multiple first items K1 in the case management table of seller B-1 (A Company), as follows: Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced

[0133] Furthermore, the control circuit 112 of the agency management server 110 records the contents of the multiple first items K1 (multiple third items K3) in each of the columns for the contents of the multiple first items K1 in the first customer management table of seller B-1 (A Co., Ltd.) as follows: Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Address: Tokyo Phone number: 03··· URL:http: / / www### Annual sales: 23456

[0134] Next, the control circuit 112 of the agency management server 110 generates determination request information I5 based on the input information I3 (third item information) (step S123). The determination request information I5 is information for requesting a determination as to whether the first customer or business content included in the input information I3 (third item information) is included in any of the multiple pieces of customer information I2 managed by the customer information management server 510. Hereinafter, a state in which the first customer or business content included in the input information I3 (third item information) is included in any of the multiple pieces of customer information I2 managed by the customer information management server 510 is referred to as an overlap state.

[0135] Here, the first management information I101 is the management information I1 registered in step S122. Therefore, the first customer is M Corporation. In this embodiment, the determination request information I5 is information for requesting a determination of whether customer information I2 including the first customer, M Corporation, has already been registered in the negotiation management table shown in FIG. 10 or the second customer management table shown in FIG. 11. The overlap state in this embodiment is a state in which customer information I2 including the first customer, M Corporation, has already been registered in the negotiation management table shown in FIG. 10 or the second customer management table shown in FIG. 11.

[0136] Furthermore, to determine whether a duplicate state has occurred, each of the multiple pieces of management information I1 includes one or more specific items KK, as shown in FIG. 8. In this embodiment, the titles of the one or more specific items KK are customer names. In other words, in this embodiment, the determination request information I5 is information requesting a determination as to whether the contents of the one or more specific items KK included in each of the one or more pieces of first management information I101 are included in any of the multiple pieces of customer information I2 managed by the customer information management server 510. The control circuit 112 of the agency management server 110 generates the determination request information I5 so that the determination request information I5 includes the customer name "M Co., Ltd.", which is the content of the one or more specific items KK included in the input information I3.

[0137] Next, the control circuit 112 of the agency management server 110 transmits the determination request information I5 to the API server 410 via the network interface 116 (step S124). In response, the network interface 416 of the API server 410 receives the determination request information I5 and outputs the determination request information I5 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the determination request information I5 (step S301).

[0138] Next, the control circuit 412 of the API server 410 transmits the determination request information I5 to the customer information management server 510 via the network interface 416 (step S302). At this time, the control circuit 412 of the API server 410 converts the determination request information I5 into a format suitable for the operation of the customer information management server 510. In this embodiment, the control circuit 412 of the API server 410 generates the determination request information I5 that causes the customer information management server 510 to determine whether or not negotiation information I21 including the customer name "M Corporation" exists in the negotiation management table of seller B-1 (A Corporation). Furthermore, the control circuit 412 of the API server 410 generates the determination request information I5 that causes the customer information management server 510 to determine whether or not second customer management information I22 including the customer name "M Corporation" exists in the second customer management table of seller B-1 (A Corporation). Then, the control circuit 412 of the API server 410 transmits the generated determination request information I5 to the customer information management server 510 via the network interface 416. In this way, in steps S124, S301, and S302, the control circuit 112 (determination request information transmission control means 127) of the agency management server 110 transmits the determination request information I5 to the customer information management server 510 via the network interface 116 (transmission circuit).

[0139] In response, the network interface 516 of the customer information management server 510 receives the determination request information I5 and outputs the determination request information I5 to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the determination request information I5 (step S401).

[0140] Next, the control circuit 512 of the customer information management server 510 determines, based on the determination request information I5, whether customer information I2 including the customer name "M Corporation" has already been registered in the negotiation management table or the second customer management table shown in FIG. 10 (step S402). In this embodiment, the control circuit 512 of the customer information management server 510 determines whether negotiation information I21 including the customer name "M Corporation," which is the content of one or more specific items KK, exists in the second customer management table of seller B-1 (A Corporation). Furthermore, the control circuit 512 of the customer information management server 510 determines whether second customer management information I22 including the customer name "M Corporation," which is the content of one or more specific items KK, exists in the second customer management table of seller B-1 (A Corporation). In the following, for the sake of simplicity, we will explain the determination of whether or not business negotiation information I21 including the customer name "M Co., Ltd." exists in the second customer management table of seller B-1 (A Co., Ltd.), but will not explain the determination of whether or not second customer management information I22 including the customer name "M Co., Ltd." exists in the second customer management table of seller B-1 (A Co., Ltd.).

[0141] If business negotiation information I21 containing the customer name "M Co., Ltd.", which is the content of one or more specific items KK, exists in the second customer management table of seller B-1 (A Co., Ltd.), this process proceeds to step S403. If business negotiation information I21 containing the customer name "M Co., Ltd.", which is the content of one or more specific items KK, does not exist in the second customer management table of seller B-1 (A Co., Ltd.), this process proceeds to step S405.

[0142] If the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has already been registered in the negotiation management table shown in FIG. 10, the control circuit 512 of the customer information management server 510 generates determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has already been registered in the negotiation management table shown in FIG. 10 (step S403). In this embodiment, the determination result information I6 indicates whether the first customer or business content included in the input information I3 (third item information) is included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. Furthermore, in step S403, the control circuit 512 of the customer information management server 510 includes the ID2 of the negotiation information I21 (customer information I2) in the determination result information I6. In this embodiment, the ID2 of the negotiation information I21 (customer information I2) is "3."

[0143] Next, control circuit 512 of customer information management server 510 transmits determination result information I6 to API server 410 via network interface 516 (step S404). In response, network interface 416 of API server 410 receives determination result information I6 and outputs it to control circuit 412. As a result, control circuit 412 of API server 410 acquires determination result information I6 (step S303).

[0144] Next, the control circuit 412 of the API server 410 transmits the determination result information I6 to the agency management server 110 via the network interface 416 (step S304). At this time, the control circuit 412 of the API server 410 converts the determination result information I6 into a format suitable for the operation of the agency management server 110. In response, the network interface 116 of the agency management server 110 receives the determination result information I6 and outputs it to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 obtains the determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has already been registered in the negotiation management table shown in FIG. 10 (step S125). Thus, in step S125, the control circuit 112 (determination result information acquisition means 128) of the agency management server 110 acquires from the customer information management server 510 determination result information I6 indicating whether the first customer or business content included in the input information I3 (third item information) is included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0145] Next, the control circuit 112 of the agency management server 110 determines, based on the determination result information I6, that a duplication state has occurred and decides not to send the input information I3 (third item information) to the customer information management server 510 (step S126). Thus, in step S126, the control circuit 112 (transmission necessity determining means 129) of the agency management server 110 determines, based on the determination result information I6, whether to send the input information I3 (third item information) to the customer information management server 510. Then, when the control circuit 112 of the agency management server 110 receives from the customer information management server 510 determination result information I6 indicating that the first customer included in the input information I3 (third item information) is included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510, the control circuit 112 of the agency management server 110 does not send the input information I3 (third item information) to the customer information management server 510. Furthermore, in step S126, the agency management server 110 records ID2 included in the determination result information I6 in the case management table. In this embodiment, the control circuit 112 of the agency management server 110 enters "3" in the ID2 column of the case information I11 (first management information I101) whose ID1 is "13". As a result, the case information I11 (first management information I101) is associated with the negotiation information I21 (customer information I2). Furthermore, the control circuit 112 of the agency management server 110 records "Completed" in the collaboration column.

[0146] Next, the control circuit 112 of the agency management server 110 generates notification information I7 (step S127). Notification information I7 is information for notifying the agency terminal 210-1 that a duplication state has occurred. In other words, notification information I7 is information for notifying the agency terminal 210-1 that the first customer included in the input information I3 (third item information) is included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0147] Next, the control circuit 112 of the agency management server 110 transmits the notification information I7 to the agency terminal 210-1 via the network interface 116 (transmission circuit) (step S128). In response, the network interface 216 of the agency terminal 210-1 receives the notification information I7 and outputs the notification information I7 to the control circuit 212. As a result, the control circuit 212 of the agency terminal 210-1 acquires the notification information I7 (step S24). Then, the control circuit 212 of the agency terminal 210-1 displays the notification information I7 on the display 220 (step S25). This allows the agent P-1 to know that the negotiation information I21 including the customer name "M Corporation" has been registered in the negotiation management table shown in FIG. 10.

[0148] Next, the control circuit 112 of the agency management server 110 generates notification information I8 (step S129). Notification information I8 is information for notifying the seller terminal 310-1 that a duplication state has occurred. In other words, notification information I8 is information for notifying the seller terminal 310-1 that the first customer included in input information I3 (third item information) is included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. The format of notification information I8 is, for example, email.

[0149] Next, the control circuit 112 of the agency management server 110 transmits the notification information I8 to the seller terminal 310-1 via the network interface 116 (transmission circuit) (step S130). In response, the network interface 316 of the seller terminal 310-1 receives the notification information I8 and outputs it to the control circuit 312. As a result, the control circuit 312 of the seller terminal 310-1 acquires the notification information I8 (step S501). Then, the control circuit 312 of the seller terminal 310-1 displays the notification information I8 on the display 320 (step S502). As a result, the seller B-1 can know that the case information I11 (management information I1) that overlaps with the negotiation information I21 containing the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro" has been registered in the case management table shown in FIG. 8.

[0150] If, in step S402, negotiation information I21 (customer information I2) containing the customer name "M Corporation" is not already registered in the negotiation management table shown in FIG. 10, the control circuit 512 of the customer information management server 510 generates determination result information I6 indicating that negotiation information I21 (customer information I2) containing the customer name "M Corporation" is not already registered in the negotiation management table shown in FIG. 10 (step S405). That is, the control circuit 512 of the customer information management server 510 generates determination result information I6 indicating that the first customer included in the input information I3 (third item information) is not included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. Furthermore, in step S405, the control circuit 512 of the customer information management server 510 includes ID2 of the customer information I2 in the determination result information I6. In this embodiment, ID2 of the customer information I2 is "3."

[0151] Next, control circuit 512 of customer information management server 510 transmits determination result information I6 to API server 410 via network interface 516 (step S406). In response, network interface 416 of API server 410 receives determination result information I6 and outputs it to control circuit 412. As a result, control circuit 412 of API server 410 acquires determination result information I6 (step S305).

[0152] Next, the control circuit 412 of the API server 410 transmits the determination result information I6 to the agency management server 110 via the network interface 416 (step S306). At this time, the control circuit 412 of the API server 410 converts the determination result information I6 into a format suitable for the operation of the agency management server 110. In response, the network interface 116 of the agency management server 110 receives the determination result information I6 and outputs it to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 obtains the determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has not already been registered in the negotiation management table shown in FIG. 10 (step S131). Thus, in step S131, the control circuit 112 of the agency management server 110 obtains from the customer information management server 510 determination result information I6 indicating whether the first customer included in the input information I3 (third item information) is included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0153] Next, the control circuit 112 of the agency management server 110 determines, based on the determination result information I6, that no overlapping state has occurred, and decides to send the input information I3 (third item information) to the customer information management server 510 (step S132). Thus, in step S131, the control circuit 112 (transmission necessity determining means 129) of the agency management server 110 determines, based on the determination result information I6, whether or not to send the input information I3 (third item information) to the customer information management server 510. Furthermore, in step S132, the agency management server 110 records the ID included in the determination result information I6 in the case management table. In this embodiment, "3" is entered in the ID2 column of the case information I11 (first management information I101) whose ID1 is "13". Furthermore, the control circuit 112 of the agency management server 110 records "Completed" in the collaboration column. As a result, the case information I11 (first management information I101) is associated with the business negotiation information I21 (customer information I2).

[0154] Next, the control circuit 112 of the agency management server 110 acquires the correspondence relationship information I4 (see FIG. 12) indicating the correspondence relationship between the title of the fourth item K4 and the title of the third item K3 from the storage circuit 114 (step S133).

[0155] Next, the control circuit 112 of the agency management server 110 generates input information I3 (third item information) by converting the titles of one or more third items K3 into the titles of one or more fourth items K4 based on the correspondence relationship information I4 (step S134). More specifically, the one or more third items K3 of the input information I3 (third item information) are as follows: Project name: BBBCCC project Update date:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced

[0156] The control circuit 112 of the agency management server 110 converts the titles of one or more third items K3 of the input information I3 (third item information) into the titles of one or more fourth items K4 based on the correspondence relationship information I4, as shown below. Deal name: BBBCCC project Update date:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced

[0157] Next, the control circuit 112 of the agency management server 110 transmits the input information I3 (third item information) to the API server 410 via the network interface 116 (transmission circuit) (step S135). In response, the network interface 416 of the API server 410 receives the input information I3 (third item information) and outputs the input information I3 (third item information) to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the input information I3 (third item information) (step S307).

[0158] Next, the control circuit 412 of the API server 410 transmits the input information I3 (third item information) to the customer information management server 510 via the network interface 416 (step S308). At this time, the control circuit 412 of the API server 410 converts the input information I3 (third item information) into a format suitable for the operation of the customer information management server 510. The control circuit 412 of the API server 410 then transmits the converted input information I3 (third item information) to the customer information management server 510 via the network interface 416. In this way, in steps S135, S307, and S308, the control circuit 112 of the agency management server 110 transmits the input information I3 (third item information) to the customer information management server 510 via the network interface 116 (transmission circuit). In response, the network interface 516 of the customer information management server 510 receives the input information I3 (third item information) and outputs the input information I3 (third item information) to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the input information I3 (third item information) (step S407).

[0159] Next, the control circuit 512 of the customer information management server 510 registers the input information I3 (third item information) as the negotiation information I21 in the negotiation management table shown in FIG. 10 (step S408).

[0160] The control circuit 112 of the agency management server 110 also generates notification information I7 (step S136). The notification information I7 is information for notifying the agency terminal 210-1 that the input information I3 (third item information) has been registered as the negotiation information I21 in the negotiation management table shown in FIG.

[0161] Next, the control circuit 112 of the agency management server 110 transmits the notification information I7 to the agency terminal 210-1 via the network interface 116 (transmission circuit) (step S137). In response, the network interface 216 of the agency terminal 210-1 receives the notification information I7 and outputs the notification information I7 to the control circuit 212. As a result, the control circuit 212 of the agency terminal 210-1 acquires the notification information I7 (step S26). The control circuit 212 of the agency terminal 210-1 then displays the notification information I7 on the display 220 (step S27). This allows the agent P-1 to know that the input information I3 (third item information) has been registered as negotiation information I21 in the negotiation management table shown in FIG. 10. In addition, the control circuit 212 of the agency terminal 210-1 can display the case management image shown in FIG. 20 on the display 220. The case management image includes the input information I3 (third item information). This allows the agent P-1 to check the progress of the project.

[0162] (4) Synchronization process Next, the synchronization process will be described in detail with reference to the drawings. Fig. 21 is a flowchart showing the synchronization process executed by the control circuit 112 of the agency management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510.

[0163] The reason for the synchronization process is explained below. Seller B-1 closes a deal for a product by conducting sales activities with a customer introduced by agent P-1. In this case, seller B-1 changes the phase of the negotiation management table in the customer information management server 510 by operating seller terminal 310-1. The agent management server 110 changes the progress in the case management table by executing synchronization process with the customer information management server 510. As a result, agent P-1 knows that he will receive a fee from seller B-1.

[0164] Furthermore, if the agent person in charge is changed, the agent P-1 operates the agent terminal 210-1 to change the name of the agent person in charge in the case management table of the agent management server 110. The customer information management server 510 executes synchronization processing with the agent management server 110 to change the name of the business partner in charge in the negotiation management table of the customer information management server 510. As a result, the seller B-1 can know that the business partner in charge has been changed.

[0165] In this way, seller B-1 changes the negotiation information I21 in the negotiation management table. Agent P-1 changes the project information I11 in the project management table. Therefore, it is necessary to ensure consistency between the negotiation information I21 and the project information I11. In other words, when the project information I11 and the negotiation information I21 are linked, the agency management server 110 needs to match the contents of the project information I11 with the contents of the negotiation information I21. Therefore, the system 1 performs the synchronization process described below.

[0166] First, the control circuit 112 of the agency management server 110 determines whether the current time has reached the synchronization timing (step S151). In the system 1, the synchronization process is executed, for example, every five minutes. Therefore, the control circuit 112 of the agency management server 110 determines whether five minutes have passed since the previous synchronization process. If the current time has reached the synchronization timing, the process proceeds to step S152. If the current time has not reached the synchronization timing, the process returns to step S151.

[0167] When the current time reaches the synchronization timing, the control circuit 112 of the agency management server 110 transmits synchronization request information I9 to the API server 410 via the network interface 116 (step S152). The synchronization request information I9 includes the ID2 of one or more pieces of project information I11 (management information I1) for which "Completed" is recorded in the collaboration column among the multiple pieces of project information I11 (management information I1) recorded in the project management table (see FIG. 8) of seller B-1 (A Corporation). The synchronization request information I9 is ​​information for requesting the customer information management server 510 for the update dates and times of one or more pieces of customer information I2 corresponding to the one or more ID2. In response, the network interface 416 of the API server 410 receives the synchronization request information I9 and outputs the synchronization request information I9 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the synchronization request information I9 (step S321).

[0168] Next, the control circuit 412 of the API server 410 transmits the synchronization request information I9 to the customer information management server 510 via the network interface 416 (step S322). At this time, the control circuit 412 of the API server 410 converts the synchronization request information I9 into a format suitable for the operation of the customer information management server 510. In response, the network interface 516 of the customer information management server 510 receives the synchronization request information I9 and outputs the synchronization request information I9 to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the synchronization request information I9 (step S421).

[0169] Next, the control circuit 512 of the customer information management server 510 generates update information I13 by extracting the update dates and times of one or more pieces of negotiation information I21 (customer information I2) for which "Completed" is recorded in the collaboration column from the multiple pieces of negotiation information I21 (customer information I2) recorded in the negotiation management table (see FIG. 10) of seller B-1 (A Corporation) (step S422). Therefore, the update information I13 includes the ID2 and update dates and times of one or more pieces of negotiation information I21.

[0170] Next, the control circuit 512 of the customer information management server 510 transmits the update information I13 to the API server 410 via the network interface 516 (step S423). In response, the network interface 416 of the API server 410 receives the update information I13 and outputs the update information I13 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the update information I13 (step S323).

[0171] Next, the control circuit 412 of the API server 410 transmits the update information I13 to the agency management server 110 via the network interface 116 (step S324). At this time, the control circuit 412 of the API server 410 converts the update information I13 into a format suitable for operation of the agency management server 110. In response, the network interface 116 of the agency management server 110 receives the update information I13 and outputs the update information I13 to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 acquires the update information I13 (step S153).

[0172] Next, the control circuit 112 of the agency management server 110 identifies one or more pieces of project information I11 (management information I1) and one or more pieces of negotiation information I21 (customer information I2) based on the update information I13 (step S154). More specifically, the control circuit 112 of the agency management server 110 compares the update date and time included in the update information I13 with the update dates and times of the multiple pieces of project information I11 (management information I1) included in the project management table shown in FIG. 8. The control circuit 112 of the agency management server 110 identifies one or more pieces of project information I11 (management information I1) that have an update date and time later than the update date and time included in the update information I13. As a result, the control circuit 112 of the agency management server 110 identifies one or more pieces of project information I11 (management information I1) that have been updated. Furthermore, the control circuit 112 of the agency management server 110 identifies one or more pieces of negotiation information I21 (customer information I2) that have an update date and time later than the update date and time of one or more pieces of project information I11 (management information I1). As a result, the control circuit 112 of the agency management server 110 identifies one or more updated pieces of negotiation information I21 (customer information I2).

[0173] Next, the control circuit 112 of the agency management server 110 converts the one or more pieces of project information I11 (management information I1) identified in step S154 based on the correspondence information I4 (step S155). More specifically, the control circuit 112 of the agency management server 110 generates one or more pieces of project information I11 (management information I1) by converting the titles of one or more third items K3 into the titles of one or more fourth items K4 based on the correspondence information I4. In this embodiment, the one or more third items K3 of the project information I11 (management information I1) are as shown below. Project name: BBBCCC project Case creation date: 20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced ID2:3

[0174] The control circuit 112 of the agency management server 110 converts the titles of one or more third items K3 of the case information I11 (management information I1) into the titles of one or more fourth items K4 based on the correspondence relationship information I4, as shown below. Deal name: BBBCCC project Negotiation creation date: 20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced ID2:3

[0175] Next, the control circuit 112 of the agency management server 110 transmits one or more pieces of project information I11 (management information I1) to the API server 410 via the network interface 116 (step S156). In response, the network interface 416 of the API server 410 receives one or more pieces of project information I11 (management information I1) and outputs one or more pieces of project information I11 (management information I1) to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires one or more pieces of project information I11 (management information I1) (step S325).

[0176] Next, the control circuit 412 of the API server 410 transmits one or more pieces of case information I11 (management information I1) to the customer information management server 510 via the network interface 416 (step S326). In response, the network interface 516 of the customer information management server 510 receives the one or more pieces of case information I11 (management information I1) and outputs the one or more pieces of case information I11 (management information I1) to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the one or more pieces of case information I11 (management information I1) (step S424).

[0177] Next, the control circuit 512 of the customer information management server 510 updates the negotiation management table (see FIG. 10) for seller B-1 (A Corporation) based on one or more pieces of project information I11 (management information I1) (step S425). More specifically, the control circuit 512 of the customer information management server 510 overwrites one or more pieces of negotiation information I21 that include ID2 (3 in this embodiment) included in one or more pieces of project information I11 (management information I1) with one or more pieces of project information I11 (management information I1). As described above, in steps S155, S156, S325, S326, S424, and S425, when any of the multiple pieces of case information I11 (management information I1) is updated, the control circuit 112 of the agency management server 110 performs synchronization processing by transmitting one or more pieces of case information I11 (management information I1) in which the titles of one or more third items K3 contained in the updated one or more pieces of case information I11 (management information I1) have been converted to the titles of one or more fourth items K4 based on the correspondence information I4 to the customer information management server 510 via the network interface 116 (transmitting circuit).

[0178] Next, the control circuit 112 (request information generation means 122) of the agency management server 110 generates customer information request information I14 (request information) for requesting one or more fourth items of information I15 including one or more fourth items K4 included in one or more pieces of negotiation information I21 (customer information I2) identified in step S154 based on the correspondence relationship information I4 shown in FIG. 12 (step S157). The one or more pieces of negotiation information I21 (customer information I2) identified in step S154 correspond to a portion of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server. In this embodiment, the fourth items K4 are items with titles such as customer information, negotiation name, update date and time, client name, client contact name, client contact email address, referral type, compensation terms, customer name, customer contact name, client contact email address, compensation amount, phase, address, telephone number, URL, and annual sales. However, the control circuit 112 (request information generation means 122) of the agency management server 110 does not generate customer information request information I14 (request information) that requests information including one or more second items K2 excluding one or more fourth items K4 included in one or more pieces of customer information I2 identified in step S154, based on the correspondence relationship information I4 shown in FIG. 12. In this embodiment, the one or more second items K2 excluding the one or more fourth items K4 are items with titles such as negotiation date and time, sales representative, and estimated amount. In addition, the customer information request information I14 (request information) includes the ID2 (first identification information) of one or more pieces of negotiation information I21 (customer information I2) identified in step S154.

[0179] Next, the control circuit 112 of the agency management server 110 transmits the customer information request information I14 and the access token to the API server 410 via the network interface 116 (step S158). The access token is second identification information for identifying the second account of seller B-1. In response, the network interface 416 of the API server 410 receives the customer information request information I14 and the access token and outputs the customer information request information I14 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the customer information request information I14 and the access token (step S327).

[0180] Next, the control circuit 412 of the API server 410 transmits the customer information request information I14 and the access token to the customer information management server 510 via the network interface 416 (step S328). Thus, in steps S158, S327, and S328, the control circuit 112 (request information transmission control means 123) of the agency management server 110 transmits the customer information request information I14 (request information) generated based on the correspondence information I4 and the access token to the customer information management server 510 via the network interface 116 (transmission circuit). In response, the network interface 516 of the customer information management server 510 receives the customer information request information I14 and the access token and outputs the customer information request information I14 to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the customer information request information I14 and the access token (step S426).

[0181] The control circuit 512 of the customer information management server 510, which has acquired the access token for identifying the second account of the seller B-1 (A Company), extracts one or more pieces of negotiation information I21 (customer information I2) corresponding to one or more ID2 included in the customer information request information I14 from the customer information management table of the seller B-1 (A Company) (step S427). Then, the control circuit 512 of the customer information management server 510 extracts one or more fourth items K4 from each of the one or more pieces of negotiation information I21 (customer information I2) extracted in step S427, thereby generating one or more pieces of fourth item information I15 (step S428). Each of the one or more pieces of fourth item information I15 corresponds to one or more pieces of negotiation information I21 (customer information I2) extracted in step S427.

[0182] Next, the control circuit 512 of the customer information management server 510 transmits one or more pieces of fourth item information I15 to the API server 410 via the network interface 516 (step S429). In response, the network interface 416 of the API server 410 receives one or more pieces of fourth item information I15 and outputs one or more pieces of fourth item information I15 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires one or more pieces of fourth item information I15 (step S329).

[0183] Next, the control circuit 412 of the API server 410 transmits one or more pieces of fourth item information I15 to the agency management server 110 via the network interface 116 (step S330). In response, the network interface 116 of the agency management server 110 receives the one or more pieces of fourth item information I15 and outputs the one or more pieces of fourth item information I15 to the control circuit 112. As a result, the control circuit 112 (fourth item information acquisition means 124) of the agency management server 110 acquires one or more pieces of fourth item information I15 transmitted from the customer information management server 510 in response to the customer information request information I14 (step S159). The one or more pieces of fourth item information I15 correspond to one or more pieces of negotiation information I21 (customer information I2) identified by one or more ID2 (first identification information) in step S427.

[0184] Next, the control circuit 112 of the agency management server 110 acquires the correspondence relationship information I4 (see FIG. 12) stored in the storage circuit 114 (step S160).

[0185] Next, the control circuit 112 of the agency management server 110 converts the one or more pieces of fourth item information I15 acquired in step S159 (step S161). More specifically, the control circuit 112 of the agency management server 110 generates fourth item information I15 by converting the titles of one or more fourth items K4 into the titles of one or more third items K3 based on the correspondence information I4. In this embodiment, the one or more fourth items K4 of the fourth item information I15 are as shown below. Deal name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced

[0186] The control circuit 112 of the agency management server 110 converts the titles of one or more fourth items K4 of the fourth item information I15 into the titles of one or more third items K3 based on the correspondence relationship information I4, as shown below. Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced

[0187] Next, the control circuit 112 of the agency management server 110 updates the case management table (see FIG. 8) for seller B-1 (A Co., Ltd.) based on the one or more pieces of fourth item information I15 (step S161). More specifically, the control circuit 512 of the customer information management server 510 overwrites one or more pieces of case information I11 (i.e., case information I11 of ID13) that includes ID2 (3 in this embodiment) included in the one or more pieces of fourth item information I15 with the one or more pieces of fourth item information I15. Thus, in steps S159 to S161, the control circuit 112 (predetermined process execution means 125) of the agency management server 110 executes a predetermined process to change the content of one or more third items K3 included in one or more pieces of case information I11 (management information I1) identified by one or more ID2 (first identification information) included in the customer information request information I14 (request information) based on the content of the correspondence information I4 and the one or more fourth items K4 included in the one or more pieces of fourth item information I15. The one or more pieces of case information I11 (management information I1) identified by one or more ID2 (first identification information) included in the customer information request information I14 (request information) are one or more pieces of case information I11 (management information I1) among the multiple pieces of case information I11 (management information I1) stored in the memory circuit 114 of the agency management server 110. Furthermore, the predetermined processing in this embodiment is processing for changing the contents of one or more third items K3 included in one or more pieces of case information I11 (management information I1) stored in the memory circuit 114 based on the contents of one or more fourth items K4 included in one or more pieces of fourth item information I15. This completes the synchronization processing of (5).

[0188] [effect] The agency management server 110 can manage a plurality of pieces of management information I1 managed in the agency management server 110 and a plurality of pieces of customer information I2 managed by the customer information management server 510. More specifically, the system 1 performs a synchronization process between the plurality of pieces of management information I1 and the plurality of pieces of customer information I2. In the synchronization process, the agency management server 110 acquires one or more pieces of customer information I2 from the customer information management server 510 and performs the synchronization process by updating one or more pieces of management information I1 based on the one or more pieces of customer information I2. However, the customer information I2 may include items that should not be disclosed to the agency terminal 210-1 through the synchronization process. In other words, the customer information I2 may include items that should not be used to update the one or more pieces of management information I1 through the synchronization process.

[0189] Therefore, the control circuit 112 of the agency management server 110 generates, based on the correspondence relationship information I4 shown in FIG. 12, customer information request information I14 (request information) for requesting one or more pieces of fourth item information I15 including one or more fourth items K4 included in the one or more pieces of customer information I2 (negotiation information I21) identified in step S154. However, based on the correspondence relationship information I4 shown in FIG. 12, the control circuit 112 of the agency management server 110 does not generate customer information request information I14 (request information) for requesting information including one or more second items K2 excluding one or more fourth items K4 included in the one or more pieces of customer information I2 identified in step S154. As a result, the agency management server 110 acquires one or more pieces of fourth item information I15, but does not acquire information including one or more second items K2 excluding one or more fourth items K4. Even if the agency terminal 210-1 accesses the agency management server 110, it cannot acquire information including one or more second items K2 excluding one or more fourth items K4. This allows the agency management server 110 to limit the items of customer information I2 to be disclosed to the agency terminal 210-1. As a result, the agency management server 110 can manage multiple pieces of management information I1 managed by the agency management server 110 and multiple pieces of customer information I2 managed by the customer information management server 510.

[0190] In the agency management server 110, each of the multiple pieces of project information I11 (management information I1) includes ID2 (first identification information). ID2 (first identification information) is information that identifies the negotiation information I21 (customer information I2) associated with the project information I11 (management information I1). Therefore, the agency management server 110 can appropriately identify the negotiation information I21 (customer information I2) associated with the project information I11 (management information I1) for which synchronization processing is to be performed, and can request the fourth item information I15 of the identified negotiation information I21 (customer information I2).

[0191] According to the agency management server 110, the agency management server 110 can appropriately update the contents of one or more third items K3 included in one or more pieces of project information I11 (management information I1) with one or more pieces of fourth item information I15. More specifically, the control circuit 112 of the agency management server 110 acquires one or more pieces of fourth item information I15 corresponding to one or more pieces of negotiation information I21 (customer information I2) identified by one or more ID2 (first identification information). Then, the control circuit 112 of the agency management server 110 executes a predetermined process to change the contents of one or more third items K3 included in one or more pieces of project information I11 (management information I1) identified by one or more ID2 (first identification information) included in the customer information request information I14 (request information), based on the contents of one or more fourth items K4 included in the one or more pieces of fourth item information I15. This allows the agency management server 110 to appropriately update the contents of one or more third items K3 included in one or more pieces of case information I11 (management information I1) with one or more pieces of fourth item information I15.

[0192] The agency management server 110 can ensure consistency between multiple pieces of project information I11 (management information I1) and multiple pieces of negotiation information I21 (customer information I2). More specifically, the control circuit 112 of the agency management server 110 transmits determination request information I5 to the customer information management server 510 via the network interface 116. The determination request information I5 is information for requesting a determination as to whether one or more first customers included in one or more pieces of project information I11 (first management information I101), which is at least a part of the multiple pieces of project information I11 (management information I1) stored in the memory circuit 114 of the agency management server 110, are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. As a result, the customer information management server 510 can generate determination result information I6 indicating whether one or more first customers included in each of the one or more pieces of case information I11 (first management information I101) are included in any of the multiple pieces of case information I11 (customer information I2) managed by the customer information management server 510. Therefore, the control circuit 112 of the agency management server 110 can determine whether a duplication state has occurred based on the determination result information I6, and can decide whether or not to send the one or more pieces of case information I11 (first management information I101) to the customer information management server 510. Therefore, if a duplication state has occurred, the control circuit 112 of the agency management server 110 does not send the one or more pieces of case information I11 (first management information I101) to the customer information management server 510. As a result, the customer information management server 510 does not register the case information I11 (first management information I101) that overlaps with the customer information I2. As a result, the agency management server 110 can reconcile multiple pieces of project information I11 (management information I1) with multiple pieces of negotiation information I21 (customer information I2). Furthermore, the control circuit 112 of the agency management server 110 transmits notification information I8 indicating that a conflict has occurred to the seller terminal 310-1 via the network interface 116. This allows the seller B-1 to know that a conflict has occurred. Therefore, the seller B-1 can know, for example, that the agent P-1 is acting as an agent for a customer for whom the seller B-1 is already conducting sales.As a result, the possibility of overlap between the sales of seller B-1 and agent P-1 is reduced.

[0193] The control circuit 112 of the agency management server 110 acquires the input information I3 (management information I1) from the agency terminal 210-1 used by the agency P-1. As a result, the control circuit 112 of the agency management server 110 can store the new input information I3 (management information I1) in the memory circuit 114 of the agency management server 110.

[0194] The control circuit 112 of the agency management server 110 acquires the correspondence relationship information I4 from the seller terminal 310-1 used by the seller B-1. This allows the control circuit 112 of the agency management server 110 to perform synchronization processing based on the correspondence relationship information I4 generated by the seller B-1's decision as to which second items K2 will not be disclosed.

[0195] The control circuit 112 of the agency management server 110 can acquire one or more pieces of fourth item information I15, including one or more fourth items K4 of one or more pieces of negotiation information I21 (customer information I2) associated with the second account. More specifically, the control circuit 112 of the agency management server 110 transmits customer information request information I14 (request information) generated based on the correspondence information I4 to the customer information management server 510 via the network interface 116 (transmission circuit). The customer information request information I14 (request information) is information for requesting the customer information management server 510 to acquire one or more pieces of fourth item information I15, including one or more fourth items K4 of one or more pieces of negotiation information I21 (customer information I2) associated with the second account. Therefore, the agency management server 110 needs to access the customer information management server 510 using the second account. Therefore, the control circuit 112 of the agency management server 110 transmits an access token to the customer information management server 510 via the network interface 116 (transmission circuit). The access token is second identification information for identifying the second account of seller B-1. This allows the agency management server 110 to access the customer information management server 510 using the access token. As a result, the control circuit 112 of the agency management server 110 can obtain one or more pieces of fourth item information I15 including one or more fourth items K4 of the negotiation information I21 (customer information I2) associated with the second account. As a result, the control circuit 112 of the agency management server 110 can update one or more pieces of project information I11 (management information I1) based on the one or more pieces of fourth item information I15.

[0196] (First Modification) The system 1a according to the first modified example will be described below with reference to the drawings. Fig. 22 shows a case management table. Fig. 23 shows a negotiation management table. Fig. 24 is a flowchart showing the registration process executed by the control circuit 212 of the agency terminal 210-1, the control circuit 112 of the agency management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510.

[0197] System 1a differs from system 1 in that even if a duplicate state occurs in step S402 of Fig. 16, the agency management server 110 transmits the input information I3 (management information I1) registered in step S122 to the customer information management server 510. The following describes this difference.

[0198] Each of the multiple pieces of project information I11 (management information I1) included in the project management table shown in Fig. 22 includes a first overlap item K1 that indicates whether the multiple pieces of project information I11 (management information I1) overlap with any of the multiple pieces of negotiation information I21 (customer information I2) stored by the customer information management server 510. Also, each of the multiple pieces of negotiation information I21 (customer information I2) included in the negotiation management table shown in Fig. 23 includes a second overlap item K2 that indicates whether the multiple pieces of negotiation information I21 (customer information I2) overlap with any of the multiple pieces of project information I11 (management information I1) stored by the agency management server 110.

[0199] 24 are the same as steps S403, S404, S303, S304, and S125 in FIG. 17, and therefore will not be described again. Based on the determination result information I6, the control circuit 112 of the agency management server 110 determines to send the input information I3 (third item information) to which a duplication identifier has been assigned to the customer information management server 510 (step S151). The duplication identifier indicates that the first customer or first business content (project) included in the input information I3 (third item information) overlaps with any of the multiple pieces of customer information I2 managed by the customer information management server 510. Therefore, the control circuit 112 of the agency management server 110 assigns the duplication identifier to the input information I3 (third item information) and records "Yes" in the "Duplicate" field of the input information I3 (project information I11 and first management information I101). In this way, in step S151, the control circuit 112 (transmission necessity determining means 129) of the agency management server 110 determines the manner of transmission of the input information I3 (third item information) to the customer information management server 510 based on the judgment result information I6. The manner of transmission of the input information I3 (third item information) in this embodiment includes a manner in which the input information I3 (third item information) is sent with a duplicate identifier assigned, and a manner in which the input information I3 (third item information) is sent without being assigned a duplicate identifier.

[0200] Next, the control circuit 112 of the agency management server 110 acquires, from the storage circuit 114, correspondence relationship information I4 (see FIG. 12) indicating the correspondence relationship between one or more fourth items K4 and one or more third items K3 (step S152).

[0201] Next, the control circuit 112 of the agency management server 110 generates input information I3 (third item information) by converting the titles of one or more third items K3 into the titles of one or more fourth items K4 based on the correspondence information I4 (step S153). More specifically, the one or more third items K3 of the input information I3 (third item information) are as follows: Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced ID:3

[0202] The control circuit 112 of the agency management server 110 converts the titles of one or more third items K3 of the input information I3 (third item information) into the titles of one or more fourth items K4 based on the correspondence relationship information I4, as shown below. Deal name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced ID:3

[0203] Next, the control circuit 112 of the agency management server 110 transmits the input information I3 (third item information) to the API server 410 via the network interface 116 (transmission circuit) (step S154). In response, the network interface 416 of the API server 410 receives the input information I3 (third item information) and outputs the input information I3 (third item information) to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the input information I3 (third item information) (step S320).

[0204] Next, the control circuit 412 of the API server 410 transmits the input information I3 (third item information) to the customer information management server 510 via the network interface 416 (step S321). At this time, the control circuit 412 of the API server 410 converts the input information I3 (third item information) into a format suitable for operation of the customer information management server 510. The control circuit 412 of the API server 410 then transmits the converted input information I3 (third item information) to the customer information management server 510 via the network interface 416. In response, the network interface 416 of the customer information management server 510 receives the input information I3 (third item information) and outputs the input information I3 (third item information) to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the input information I3 (third item information) (step S411).

[0205] Next, the control circuit 512 of the customer information management server 510 registers the input information I3 (third item information) as customer information I2 in the negotiation management table shown in Fig. 10 (step S412). At this time, the control circuit 512 of the customer information management server 510 records "Yes" in the overlap column of the customer information I2.

[0206] The control circuit 112 of the agency management server 110 also generates notification information I7 (step S155). The notification information I7 is information for notifying the agency terminal 210-1 that the customer information I2 corresponding to the input information I3 (third item information) registered in step S122 has already been registered in the negotiation management table shown in Fig. 10, and that the input information I3 (third item information) registered in step S122 has been duplicated and registered as customer information I2.

[0207] Next, the control circuit 112 of the agency management server 110 transmits the notification information I7 to the agency terminal 210-1 via the network interface 116 (transmission circuit) (step S156). In response, the network interface 216 of the agency terminal 210-1 receives the notification information I7 and outputs the notification information I7 to the control circuit 212. As a result, the control circuit 212 of the agency terminal 210-1 acquires the notification information I7 (step S31). Then, the control circuit 212 of the agency terminal 210-1 displays the notification information I7 on the display 220 (step S32). This allows the agent P-1 to know that the negotiation information I21, which includes the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro," is registered in the negotiation management table shown in FIG. 10. Furthermore, agency P-1 can learn that input information I3 (third item information), which includes the product name "BBBCCC," agency name "L Co., Ltd.", customer name "M Co., Ltd.", and customer representative name "Saito Jiro," has been registered in duplicate with sales negotiation information I21 (customer information I2).

[0208] Next, the control circuit 112 of the agency management server 110 generates notification information I8 (step S157). Notification information I8 is information for notifying the seller terminal 310-1 that the negotiation information I21 (customer information I2) corresponding to the input information I3 (third item information) registered in step S122 has already been registered in the negotiation management table shown in Fig. 10, and that the input information I3 (third item information) registered in step S122 has been duplicated and registered as negotiation information I21 (customer information I2). The format of notification information I8 is, for example, email.

[0209] Next, the control circuit 112 of the agency management server 110 transmits the notification information I8 to the seller terminal 310-1 via the network interface 116 (transmission circuit) (step S158). In response, the network interface 316 of the seller terminal 310-1 receives the notification information I8 and outputs it to the control circuit 312. As a result, the control circuit 312 of the seller terminal 310-1 acquires the notification information I8 (step S511). The control circuit 312 of the seller terminal 310-1 then displays the notification information I8 on the display 320 (step S512). As a result, the seller B-1 can learn that the negotiation information I21, which includes the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro," has been registered in the negotiation management table shown in FIG. 10. Furthermore, seller B-1 can learn that input information I3 (third item information), which includes the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro," has been registered in duplicate with sales negotiation information I21 (customer information I2).

[0210] In system 1a, control circuit 112 of agency management server 110 assigns a duplication identifier to input information I3 (third item information). The duplication identifier is an identifier indicating that one or more first customers or one or more first business details included in input information I3 (third item information) overlap with any of multiple pieces of negotiation information I21 (customer information I2) managed by customer information management server 510. This allows customer information management server 510 to register input information I3 (third item information) as a duplicate in the negotiation management table or second customer management table. Note that the other configurations of system 1a are the same as those of system 1, so explanations will be omitted.

[0211] (Second Modification) A system 1b according to the second modified example will be described below with reference to the drawings. Fig. 25 is a diagram showing a synchronization management table.

[0212] The system 1b differs from the system 1 in that the control circuit 112 of the agency management server 110 executes synchronization processing for each of one or more third items K3. The following describes these differences with reference to the drawings.

[0213] The memory circuit 114 of the agency management server 110 stores the synchronization management table shown in FIG. 25. In the synchronization management table, one or more synchronization periods are set corresponding to one or more third items K3. The control circuit 112 (synchronization means 130) of the agency management server 110 transmits customer information request information I14 (request information) to the customer information management server 510 in accordance with one or more synchronization periods recorded in the synchronization management table. Note that the other configurations of system 1b are the same as those of system 1, and therefore description thereof will be omitted.

[0214] (Other embodiments) The server according to the present invention is not limited to the agency management server 110 of the systems 1, 1a, and 1b, and can be modified within the scope of the present invention. Furthermore, the configurations of the agency management servers 110 of the systems 1, 1a, and 1b may be combined arbitrarily.

[0215] The predetermined processing executed in steps S159 to S161 may be processing for newly storing the contents of one or more fourth items K4 included in one or more pieces of fourth item information I15 in the memory circuit 114 as the contents of one or more third items K3 included in one or more pieces of case information I11 (management information I1), or processing for deleting the contents of one or more third items K3 included in one or more pieces of case information I11 (management information I1) stored in the memory circuit 114 based on one or more pieces of fourth item information I15.

[0216] The predetermined process executed in steps S159 to S161 may be a process of storing the product information as the content of the third item K3 in the memory circuitry 114. The product information is information about the product sold by the seller B-1. The product information is included in the fourth item information I15 from the customer information management server 510.

[0217] The title of one or more fourth items K4 may include the person in charge of the agency P-1. In this case, the control circuit 112 (second account issuing means 134) of the agency management server 110 may issue a second account to the person in charge of the agency P-1 included in one or more pieces of fourth item information I15, so that the person in charge of the agency P-1 can access multiple pieces of case information I11 (management information I1). This allows the person in charge of the agency P-1 to access multiple pieces of case information I11 (management information I1) stored in the agency management server 110 using the agency terminal 210-1.

[0218] In the synchronization process, instead of acquiring one or more fourth items K4 in step S159, the agency management server 110 may acquire one or more pieces of second item information including one or more second items K2 contained in one or more pieces of negotiation information I21 (customer information I2) and extract one or more fourth items K4 from the one or more pieces of second item information. The agency management server 110 may then change the content of one or more third items K3 contained in one or more pieces of project information I11 (management information I1) based on the content of the extracted one or more fourth items K4. More specifically, the control circuit 112 of the agency management server 110 transmits, via the network interface 116 (transmission circuit), to the customer information management server 510, request information requesting one or more pieces of second item information including one or more second items K2 contained in one or more pieces of negotiation information I21 (customer information I2), which is at least a part of the plurality of pieces of negotiation information I21 (customer information I2). The control circuit 512 of the customer information management server 510 transmits one or more pieces of second item information to the agency management server 110 via the network interface 516. The control circuit 112 of the agency management server 110 then acquires the one or more pieces of second item information transmitted from the customer information management server 510 in response to the request information. Next, the control circuit 112 of the agency management server 110 acquires correspondence information I4 indicating the correspondence between the titles of one or more fourth items K4, which are part of the multiple second items K2, and the titles of one or more third items K3, which are at least part of the multiple first items K1. Based on the correspondence information I4, the control circuit 112 of the agency management server 110 extracts one or more fourth items K4 from the multiple second items K2 included in the one or more pieces of second item information. Finally, the control circuit 112 of the agency management server 110 executes a predetermined process to change the contents of one or more third items K3 included in one or more pieces of case information I11 (management information I1) among the multiple pieces of case information I11 (management information I1) stored in the memory circuit 114 based on the contents of one or more fourth items K4.

[0219] The storage circuit 114 of the agency management server 110 does not have to store the case management table shown in Fig. 8 and the first customer management table shown in Fig. 9. That is, the storage circuit 114 of the agency management server 110 does not have to store multiple pieces of management information I1. In this case, it is sufficient if a data server (not shown) stores multiple pieces of management information I1.

[0220] In system 1, control circuit 512 of customer information management server 510 determines whether an overlap occurs between input information I3 (third item information) and the plurality of pieces of negotiation information I21 (customer information I2) stored by customer information management server 510. However, control circuit 512 of customer information management server 510 may also determine whether an overlap occurs between all of project information I11 (management information I1) associated with seller B-1 and the plurality of pieces of negotiation information I21 (customer information I2) stored by customer information management server 510. This process is performed when agency management server 110 performs synchronization processing with customer information management server 510 for the first time.

[0221] In this specification, "the customer information management server 510 manages multiple pieces of customer information I2" not only means that the customer information management server 510 stores multiple pieces of customer information I2, but also means that the customer information management server 510 updates multiple pieces of customer information I2, the customer information management server 510 deletes multiple pieces of customer information I2, and the customer information management server 510 changes multiple pieces of customer information I2.

[0222] The sellers B-1 to BM may be wholesalers. In this case, the wholesalers purchase merchandise from multiple manufacturers. The agents P-1 to PN then act as sales agents for the merchandise sold by the wholesalers.

[0223] The agents P-1 to PN may be second- or third-tier agents. In this case, the first-tier agents may be sellers B-1 to BM and the second-tier agents may be agents P-1 to PN, or the second-tier agents may be sellers B-1 to BM and the third-tier agents may be agents P-1 to PN. Also, the manufacturer may be sellers B-1 to BM and the first- or third-tier agents may be agents P-1 to PN.

[0224] It should be noted that the agents P-1 to PN may not necessarily be engaged in sales activities, but may only introduce commercial products. Such agents P-1 to PN are financial institutions. A financial institution includes a head office and branches. In this case, the head office approves the agency sales of the branch office.

[0225] Although the registration process and synchronization process for the project information I11 have been described, the registration process and synchronization process for the first customer management information I12 are also executed in the same manner as the registration process and synchronization process for the project information I11.

[0226] In the registration process (3), if the input information I3 overlaps with the negotiation information I21, the input information I3 does not need to be registered in the case management table.

[0227] In the system 1, a determination is made as to whether one or more first customers included in one or more pieces of first management information I101, which is at least a part of the plurality of pieces of management information I1 stored in the memory circuit 114 of the agency management server 110, are included in any of the plurality of pieces of business negotiation information I21 (customer information I2) managed by the customer information management server 510. However, a determination may also be made as to whether one or more first business details (projects) included in one or more pieces of project information I11 (first management information I101), which is at least a part of the plurality of project information I11 (management information I1) stored in the memory circuit 114 of the agency management server 110, are included in any of the plurality of pieces of business negotiation information I21 (customer information I2) managed by the customer information management server 510. In this case, the titles of the specific items KK are, for example, the product name, agency name, customer name, and customer representative name.

[0228] The system 1 may also perform the following processing. The agent management server 110 queries the customer information management server 510 via the API server 410 whether one or more first customers included in one or more pieces of project information I11 (first management information I101), which is at least a portion of the project information I11 (management information I1) stored in the memory circuit 114 of the agent management server 110, are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. The customer information management server 510 transmits, via the API server 410, information on the presence or absence of negotiation information I21 (customer information I2) including the first customer, as well as the negotiation information I21 (customer information I2) including the first customer. The agent management server 110 may determine whether an overlap has occurred by comparing the content (such as the name of the person in charge) of the negotiation information I21 (customer information I2) with the content (such as the name of the person in charge) of the project information I11 (management information I1).

[0229] The second account may be any information that identifies the sellers B-1 to BM, and is a concept that includes tokens.

[0230] 8 is recorded in a single table, it may also be recorded in multiple tables. In this case, the information recorded in each of the multiple tables is associated with each other by, for example, ID1. For example, the agency management server 110 may store a table showing the correspondence between ID1 of the project information I11 and ID2 of the negotiation information I21.

[0231] 10 is recorded in a single table, but it may also be recorded in multiple tables. In this case, the information recorded in each of the multiple tables is associated with each other by, for example, ID2.

[0232] After step S502, the seller terminal 310-1 may be able to delete the case information I11 that overlaps with the negotiation information I21. After step S502, the seller terminal 310-1 may be able to determine whether the negotiation information I21 and the case information I11 overlap, for example, if the customer name is the same but the customer is from a different department or the product is different.

[0233] If the agency management server 110 determines in step S126 that a duplication state has occurred, one or more first customers included in the input information I3 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. In this case, the input information I3 (first management information I101) and the negotiation information I21 (customer information I2) are linked. However, the first management information I101 (first management information I101) is not sent to the customer information management server 510 in step S126. Therefore, in the synchronization process (4), the first management information I101, which is the input information I3, may not be subject to the synchronization process (4).

[0234] In the system 1a, the seller terminal 310-1 may display an image that prompts the seller B-1 to select one of the following options, option 1 to option 3. For option 1, the duplicated case information I11 is stored in the agency management server 110 as it is. For option 2, it is determined that the cases can be managed as separate cases because, for example, the customer name is the same but the customer departments are different, and the negotiation information I21 is stored in the customer information management server 510. For option 3, the customer name and the product are both duplicated, so the agency management server 110 does not store the option 3. The seller B-1 may select option 1 to option 3 by operating the seller terminal 310-1 and have the agency management server 110 execute option 1 to option 3.

[0235] The multiple first accounts are assigned to multiple agents P-1 to PN who act as sales agents for one or more products sold by seller B-1. However, each of the multiple agents P-1 to PN may have a first account. In this case, the first account held by each of the multiple agents P-1 to PN is associated with the second account of seller B-1. Even in this case, in this specification, seller B-1 is understood to have multiple first accounts.

[0236] Note that each of the one or more third items K3 matches a plurality of first items K1. That is, the plurality of first items K1 does not include any items other than the one or more third items K3. However, the plurality of first items K1 may include any items other than the one or more third items K3. In this case, the items other than the one or more third items K3 among the plurality of first items K1 are not disclosed to seller B-1.

[0237] ID2 is the first identification information that identifies the negotiation information I21 (customer information I2) associated with the project information I11 (management information I1). However, the first identification information is not limited to ID2. For example, the storage circuit 114 of the agency management server 110 may store a table showing the correspondence between the project information I11 and the negotiation information I21. In this case, the association ID in the table that associates ID1 with ID2 is the first identification information. The first identification information may also be information that identifies the project information I11 (management information I1) associated with the negotiation information I21 (customer information I2). In this case, the first identification information is ID1. Each of the multiple pieces of negotiation information I21 (customer information I2) includes ID1 (first identification information).

[0238] In the system 1, the seller B-1 inputs the correspondence between the fourth item K4 and the third item K3 in the mapping input image shown in FIG. 15, thereby generating the correspondence information I4. However, the method for generating the correspondence information I4 is not limited to this. For example, the control circuit 112 of the agency management server 110 may present the correspondence between the recommended fourth item K4 and the third item K3 in the mapping input image. The seller B-1 may then be able to change the correspondence between the recommended fourth item K4 and the third item K3 in the mapping input image.

[0239] If there are multiple customer information management servers 510, the storage circuit 114 of the agency management server 110 may store the correspondence between the recommended fourth item K4 and the third item K3 for each of the multiple customer information management servers 510. Then, the control circuit 112 of the agency management server 110 may present the correspondence between the recommended fourth item K4 and the third item K3 of the customer information management server 510 linked by the seller B-1 in the mapping input image.

[0240] The storage circuit 114 of the agency management server 110 may store the correspondence between the fourth item K4 and the third item K3 for each of a plurality of introduction forms (e.g., lead introduction, intermediary introduction, etc.). The control circuit 112 of the agency management server 110 may present the correspondence between the recommended fourth item K4 and the third item K3 in a mapping input image for each of a plurality of introduction forms. This allows the seller B-1 to differentiate the information disclosed to an agency that performs lead introduction from the information disclosed to an agency that performs intermediary introduction.

[0241] Furthermore, the seller B-1 inputs the correspondence between the fourth item K4 and the third item K3 only once for each of the agents P-1 to PN managed by the seller B-1. In other words, the correspondence between the fourth item K4 and the third item K3 is common among the agents P-1 to PN. However, the seller B-1 may input the correspondence between the fourth item K4 and the third item K3 for each of the agents P-1 to PN managed by the seller B-1. This allows the seller B-1 to vary the information disclosed to each of the agents P-1 to PN. The seller B-1 may also input the correspondence between the fourth item K4 and the third item K3 for each introduction form. This allows the seller B-1 to vary the information disclosed to an agent who performs lead introduction and the information disclosed to an agent who performs intermediary introduction.

[0242] The storage circuit 114 of the agency management server 110 may also store a second item K2 that is undesirable for disclosure to the agency P-1. The control circuit 112 of the agency management server 110 may then display an alert on the mapping input image when the seller B-1 associates the second item K2 that is undesirable for disclosure to the agency P-1 with the third item K3 as the fourth item K4. The alert may be sent by the agency management server 110 to the seller terminal 310-1 in step S157. The control circuit 112 of the agency management server 110 may also identify the second item K2 that is undesirable for disclosure to the agency P-1 based on the associations created by sellers B-2 to BM other than the seller B-1. The control circuit 112 of the agency management server 110 may then generate an association for use by the seller B-1 based on the identified second item K2.

[0243] The storage circuit 114 of the agency management server 110 may also store a second item K2 that is preferably disclosed to the agency P-1. If the second item K2 that is preferably disclosed to the agency P-1 is not associated with the third item K3 as the fourth item K4 by the seller B-1, the control circuit 112 of the agency management server 110 may display an alert on the mapping input image. The alert may be notified to the seller terminal 310-1 by the agency management server 110 in step S157. The control circuit 112 of the agency management server 110 may also identify the second item K2 that is preferably disclosed to the agency P-1 based on the associations created by sellers B-2 to BM other than the seller B-1. Then, the control circuit 112 of the agency management server 110 may generate an association to be used by the seller B-1 based on the identified second item K2. [Explanation of symbols]

[0244] 1, 1a, 1b: System 110: Agent management server 112: Control circuit 114:Memory circuit 116: Network interface 121: Correspondence information acquisition means 122: Request information generation means 123: Request information transmission control means 124: 4th item information acquisition means 125: Predetermined processing execution means 126: Third item information acquisition means 127: Judgment request information transmission control means 128: Judgment result information acquisition means 129: Transmission necessity determining means 130: Synchronization means 131: Management information acquisition means 132: Management information storage control means 133: Correspondence information storage control means 134: Second account issuing method 210-1: Agent terminal 212: Control circuit 214:Memory circuit 216: Network interface 218: Graphics processing unit 220: Display 222: Audio processing section 224: Speaker 226:Operation unit 310-1: Seller terminal 312: Control circuit 314:Memory circuit 316: Network Interface 318: Graphics processing unit 320: Display 322: Audio processing section 324: Speaker 326:Operation unit 410: API server 412: Control circuit 414:Memory circuit 416: Network Interface 510: Customer information management server 512: Control circuit 514: Memory circuit 516: Network interface 610:Authentication server 612: Control circuit 614:Memory circuit 616: Network interface I1: Management information I101: 1st management information I11:Project information I12: 1st customer management information I13: Update information I14:Customer information request information I15: 4th item information I2: Customer information I21: Business Information I22:Second customer management information I3: Input information I4: Correspondence information I5: Judgment request information I6: Judgment result information I7: Notification information I8: Notification information I9: Request for information at the same time K1: Project 1 K2: Project 2 K3: Project 3 K4: Project 4 KK: Specific Project PG:プログラム

Claims

1. The agency management server is communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores at least one of a plurality of pieces of management information relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, and a plurality of pieces of management information relating to the content of the agency's sales, which is the content of the agency's sales on behalf of the seller, managed by the agency that sells the one or more types of merchandise sold by the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more pieces of fourth information transmitted from the customer information management server in response to the request information; executes a predetermined process of changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. Agency management server.

2. each of the plurality of pieces of management information includes first identification information; the first identification information is information for identifying customer information associated with the management information; The agency management server according to claim 1 .

3. the request information includes one or more pieces of first identification information; The control circuit of the agency management server In the process of acquiring the fourth item information, the one or more pieces of fourth information corresponding to the one or more pieces of customer information identified by the one or more pieces of first identification information are acquired; In the process of executing the predetermined process, a predetermined process is executed to change the content of the one or more third items included in the one or more management information specified by the one or more first specification information included in the request information, based on the content of the one or more fourth items included in the one or more fourth item information. The agency management server according to claim 2 .

4. The product information is information about the product sold by the seller, the predetermined processing is processing for storing the product information in the storage circuitry as the content of the third item. The agency management server according to claim 3 .

5. The control circuit of the agency management server obtaining third item information including the contents of one or more third items; transmitting, via a transmission circuit, determination request information to the customer information management server for requesting a determination as to whether or not the first customer or business content included in the third item information is included in any of the plurality of pieces of customer information; obtaining, from the customer information management server, determination result information indicating whether the first customer or business content included in the third item information is included in any of the plurality of pieces of customer information; determining whether or not the one or more pieces of third information need to be transmitted to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of third information to the customer information management server based on the determination result information; 5. The agency management server according to claim 1.

6. one or more synchronization periods are set corresponding to the titles of the one or more third items, The control circuit of the agency management server transmitting the request information to the customer information management server by a transmitting circuit in accordance with the one or more synchronization periods; 5. The agency management server according to claim 1.

7. The control circuit of the agency management server acquiring the management information from an agent terminal used by the agent; storing the management information in a storage circuit of the agency management server; 5. The agency management server according to claim 1.

8. The control circuit of the agency management server acquiring the correspondence information from a seller terminal used by the seller; storing the correspondence information in a storage circuit of the agency management server; 5. The agency management server according to claim 1.

9. a storage circuit of the agency management server stores the plurality of pieces of management information in association with a first account; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The control circuit of the agency management server the process of transmitting the request information includes transmitting the request information and second identification information for identifying the second account to the customer information management server by a transmission circuit.

5. The agency management server according to claim 1.

10. the title of the one or more fourth items includes a representative of the agency; The control circuit of the agency management server issuing a second account to the agent's person in charge included in the one or more fourth items of information, for the agent's person in charge to access the plurality of pieces of management information; 5. The agency management server according to claim 1.

11. The agency management server is communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to the content of agency sales by an agency that sells the one or more types of merchandise, Each of the plurality of pieces of management information is at least one of information on a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, or information on business content that is the content of the agency's agency sales that is managed by the agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more pieces of fourth information transmitted from the customer information management server in response to the request information; executes a predetermined process of changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information based on the content of the one or more fourth items included in the one or more pieces of fourth item information, based on the correspondence relationship information; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in a storage circuit of the agency management server as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. Agency management server.

12. The agency management server is communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores at least one of a plurality of pieces of management information relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, and a plurality of pieces of management information relating to the content of the agency's sales, which is the content of the agency's sales on behalf of the seller, managed by the agency that sells the one or more types of merchandise sold by the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The control circuit of the agency management server transmitting, via a transmitting circuit, request information requesting one or more second item information including the one or more second items included in one or more pieces of customer information that are at least a part of the plurality of pieces of customer information, to the customer information management server; acquiring the one or more second items of information transmitted from the customer information management server in response to the request information; obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; extracting the one or more fourth items from the plurality of second items included in the one or more pieces of second item information based on the correspondence relationship information; executing a predetermined process to change the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. Agency management server.

13. The system includes an agent terminal and the agent management server according to any one of claims 1, 11, and 12, the agent terminal is used by the agent and transmits the management information to the agent management server; The control circuit of the agency management server acquiring the management information; storing the management information in a storage circuit of the agency management server; system.

14. The program is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores at least one of a plurality of pieces of management information relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, and a plurality of pieces of management information relating to the content of the agency's sales, which is the content of the agency's sales on behalf of the seller, managed by the agency that sells the one or more types of merchandise sold by the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The program is installed in a control circuit of the agency management server. obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquires the one or more fourth items of information transmitted from the customer information management server in response to the request information; executes a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. program.

15. The program is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to the content of agency sales by an agency that sells the one or more types of merchandise, Each of the plurality of pieces of management information is at least one of information on a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, or information on business content that is the content of the agency's agency sales that is managed by the agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The program is installed in a control circuit of the agency management server. obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquires the one or more fourth items of information transmitted from the customer information management server in response to the request information; executing a predetermined process for changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in a storage circuit of the agency management server as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. program.

16. The program is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores at least one of a plurality of pieces of management information relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, and a plurality of pieces of management information relating to the content of the agency's sales, which is the content of the agency's sales on behalf of the seller, managed by the agency that sells the one or more types of merchandise sold by the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; The program is installed in a control circuit of the agency management server. transmitting, via a transmitting circuit, request information requesting one or more second item information including the one or more second items included in one or more pieces of customer information that are at least a part of the plurality of pieces of customer information, to the customer information management server; acquiring the one or more second items of information transmitted from the customer information management server in response to the request information; obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; extracting the one or more fourth items from the plurality of second items included in the one or more pieces of second item information based on the correspondence relationship information; executes a predetermined process to change the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. program.

17. The information processing method is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to business content that is the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores at least one of a plurality of pieces of management information relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, and a plurality of pieces of management information relating to the content of the agency's sales, which is the content of the agency's sales on behalf of the seller, managed by the agency that sells the one or more types of merchandise sold by the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; In the information processing method, the control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more pieces of fourth information transmitted from the customer information management server in response to the request information; executes a predetermined process of changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items included in the one or more pieces of fourth item information based on the correspondence relationship information; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. Information processing methods.

18. The information processing method is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to business content that is the content of agency sales by an agency that sells the one or more types of merchandise, Each of the plurality of pieces of management information is at least one of information on a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, or information on business content that is the content of the agency's agency sales that is managed by the agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; In the information processing method, the control circuit of the agency management server obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; generating, based on the correspondence relationship information, request information requesting one or more fourth item information including the one or more fourth items included in one or more customer information that is at least a part of the plurality of customer information, and not generating request information requesting information including one or more second items excluding the one or more fourth items included in the one or more customer information; transmitting the request information generated based on the correspondence information to the customer information management server by a transmitting circuit; acquiring the one or more pieces of fourth information transmitted from the customer information management server in response to the request information; executes a predetermined process of changing the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information based on the content of the one or more fourth items included in the one or more pieces of fourth item information, based on the correspondence relationship information; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in a storage circuit of the agency management server as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. Information processing methods.

19. The information processing method is executed in a control circuit of an agency management server communicably connected to a customer information management server that manages at least one of a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, or a plurality of pieces of customer information relating to business content that is the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores at least one of a plurality of pieces of management information relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller on behalf of the seller, and a plurality of pieces of management information relating to the content of the agency's sales, which is the content of the agency's sales on behalf of the seller, managed by the agency that sells the one or more types of merchandise sold by the seller, Each of the plurality of pieces of management information includes a plurality of first items including a title and a content, Each of the plurality of pieces of customer information includes a plurality of second items including a title and a content; In the information processing method, the control circuit of the agency management server transmitting, via a transmitting circuit, request information requesting one or more second item information including the one or more second items included in one or more pieces of customer information that are at least a part of the plurality of pieces of customer information, to the customer information management server; acquiring the one or more second items of information transmitted from the customer information management server in response to the request information; obtaining correspondence relationship information indicating a correspondence relationship between the title of one or more fourth items that are part of the plurality of second items and the title of one or more third items that are at least part of the plurality of first items; extracting the one or more fourth items from the plurality of second items included in the one or more pieces of second item information based on the correspondence relationship information; executing a predetermined process to change the content of the one or more third items included in one or more pieces of management information among the plurality of pieces of management information stored in the storage circuit based on the content of the one or more fourth items; The predetermined processing is a processing for newly storing the contents of the one or more fourth items included in the one or more fourth item information in the storage circuit as the contents of the one or more third items included in the one or more management information, a processing for changing the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the contents of the one or more fourth items included in the one or more fourth item information, or a processing for deleting the contents of the one or more third items included in the one or more management information stored in the storage circuit based on the one or more fourth item information. Information processing methods.

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