Information processing device, information providing method, and computer program
The information processing device addresses the lack of personalized asset support by offering a portal site with tailored content and links to support businesses, improving user satisfaction through career and asset management services.
Patent Information
- Application Number
- JP2025141844
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2025-08-28
- Publication Date
- 2025-11-04
- Estimated Expiration
- 2045-05-27
AI Technical Summary
Existing information processing devices do not provide personalized services related to customer assets, limiting the ability to offer tailored support for both occupational and asset-related needs.
An information processing device and method that collects user information based on specific conditions, providing a portal site with personalized content and links to support businesses for career and asset management, including chatbot interactions and communication platforms for enhanced user support.
Enables convenient services for users by matching them with relevant support businesses, offering career and asset management assistance, thereby enhancing user satisfaction and service benefits.
Smart Images

Figure 0007763558000001_ABST
Abstract
Description
[Technical Field]
[0001] The present disclosure relates to an information processing device, an information providing method, and a computer program. [Background technology]
[0002] In the information processing device described in Patent Document 1, a class condition setting unit sets asset categories. The total amount calculation unit calculates the amount of assets from the asset category. An asset category is selected, customer asset information is read from the storage unit, and the assets actually held by the customer are The total value of assets that belong to a specific asset category is calculated, and the class determination unit Based on the class preferential information, the customer's class is classified into asset categories according to the total amount calculated above. The customer class is determined by the asset management department for each asset category. For each asset category, the preferential treatment value corresponding to the class is used to determine the preferential treatment value represented by the class preferential treatment value. The customer's assets are managed under favorable conditions, and the customer asset information is updated according to the management details. This allows the total amount of assets in the selected asset category to be used as the evaluation basis for class determination. As a reference value, the customer class is determined for each asset category based on the class preferential treatment information. Therefore, the class preferential value can be set according to the class. It is possible to accurately judge the customer's asset utilization status based on a certain total asset amount, and to This allows us to provide appropriate preferential services for each asset category. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2009-064475 Summary of the Invention [Problem to be solved by the invention]
[0004] However, the information processing device described in Patent Document 1 does not provide preferential treatment services related to customer assets. It simply provides a service.
[0005] Therefore, the present disclosure has been made in consideration of the above problems, and its purpose is to provide a method for manufacturing a device that satisfies specific conditions. An information processing device and an information processing system that can provide benefits to users in terms of both work and assets. The present invention provides an information providing method and a computer program. [Means for solving the problem]
[0006] According to the present disclosure, information of multiple users who satisfy specific conditions regarding occupation or assets is collected. a storage unit for storing a plurality of pieces of user information representing the user; a display control unit that displays a portal site including the selected content on the user's terminal; The portal site provides a service to assist the user in regards to a career. 1. A first link that displays first content including multiple link information to pages related to support businesses. and a second support business that provides services to support said users regarding assets. a second link area for displaying second content including a plurality of link information to pages corresponding to the second content; It is possible to provide an information processing device.
[0007] According to the present disclosure, user information indicating information of users who meet specific conditions regarding occupation or assets is a method for providing information using user information, the method comprising: providing personalized content according to the user information; a step of displaying a portal site including content on the user's terminal, Talsite will become the first support business operator to provide services to support the user regarding their occupation. A primary link area displays primary content containing multiple links to pages about the asset. A link to a page about a second support provider that provides services to support the user regarding and a second link area displaying second content including a plurality of links. can.
[0008] According to the present disclosure, user information indicating information of users who meet specific conditions regarding occupation or assets is A computer program for causing a computer to execute a process using the information, a portal containing personalized content according to the user information; a step of displaying a portal site on the terminal of the user, Link to a page about the first support business that provides services to support the user in the business a first link area for displaying first content including a plurality of links; A second page containing multiple links to pages about second support providers that provide services to support and a second link area that displays the content. . [Effects of the Invention]
[0009] According to the present disclosure, it is possible to provide a convenient service for users who meet specific conditions in terms of both occupation and assets. can provide benefits. [Brief explanation of the drawings]
[0010] [Figure 1] FIG. 1 is a diagram illustrating an example configuration of a family office system according to an embodiment of the present disclosure. [Figure 2]10 is a diagram showing support contents for a user according to the embodiment in a hierarchical manner. FIG. [Figure 3] FIG. 10 is a diagram showing an example of a portal site in which a first link area is displayed according to the embodiment. [Figure 4] FIG. 10 is a diagram showing an example of a portal site in which a second link area according to the embodiment is displayed. [Figure 5] FIG. 2 is a diagram illustrating an example of the configuration of an information processing device according to the embodiment. [Figure 6] 10 is a flowchart showing an example of a member registration process in the information providing method according to the embodiment. [Figure 7] 10 is a flowchart illustrating an example of an information providing process in the information providing method according to the embodiment. DETAILED DESCRIPTION OF THE INVENTION
[0011] Preferred embodiments of the present disclosure will be described in detail below with reference to the accompanying drawings. In this specification and drawings, components having substantially the same functional configuration are referred to as , the same reference numerals are used to avoid redundant explanation.
[0012] FIG. 1 shows a family office system SYS (hereinafter referred to as "this system") according to an embodiment of the present disclosure. This system SYS is a block diagram showing an example of the overall configuration of the information A processing device 10, a special authority business terminal 20, a plurality of user terminals 30, and a plurality of first support The system includes a business operator terminal 40 and a plurality of second support business operator terminals 50.
[0013] Information processing device 10, special authority business operator terminal 20, user terminal 30, first support business operator terminal 4 0 and the second support provider terminal 50 are connected to a network NW and can communicate with each other. The network NW is, for example, the Internet, LAN (Local Area Network), Network), public telephone network, closed area network, and short-range wireless network Includes:
[0014] The information processing device 10 determines whether a specific condition related to an occupation or asset (hereinafter referred to as "specific condition SC") is satisfied. The information processing device stores a plurality of pieces of user information each indicating information of a plurality of users that satisfy the above condition. The device 10 provides a portal site including personalized content according to user information. The specific condition SC is typically a medical license or a dental license. In the following, physicians and dentists may be referred to as "physicians, etc."
[0015] However, the specific conditions are not limited to this and may include, for example, having other legal qualifications. It can be a company with a certain size or larger assets. Other legal qualifications include legal qualifications such as lawyers and judges. Certified Public Accountant, Judicial Scrivener, Certified Public Accountant, Tax Accountant, Real Estate Appraiser, or Patent Attorney Assets above a certain amount, for example, 500 million yen, 1 billion yen, or 2 billion yen Companies of a certain size or larger must, for example, submit financial information such as capital and annual sales, and The size of the company is determined based on the size of its business, such as the number of employees. The users are wealthy.
[0016] The content contained in the portal site is intended to assist users with career and financial matters. Specifically, the content contained in the portal site includes information about jobs and assets. It includes information that matches users with businesses that support users.
[0017] FIG. 2 shows the support content for users who satisfy the specific conditions SC. As such, the support provided to users includes support regarding the user's career and the user's assets. Support for the user's career will contribute to the growth of the institution that the user runs or is affiliated with. Support for the growth of the institution, including support for the development of the institution and support for the governance of the institution. This includes supporting the institution's internal growth strategy and supporting the institution's external growth strategy. Support for users' assets includes support for users' financial affairs and support for users' non-financial affairs. Financial support includes assistance with managing your assets and assisting you with your tax affairs. Asset management assistance includes assistance with respect to direct and / or indirect investments. Direct and indirect investment assistance includes equity and cash assistance. Related support, bond-related support, alternative investment support, and commodity investment support. These will be described in detail later.
[0018] FIG. 3 is a diagram showing an example of a portal site 60 according to this embodiment. The portal site 60 is then displayed on the display unit 310 of the user terminal 30. The tab 60 includes, for example, a first tab 610, a second tab 620, and a third tab 630. The first tab 610, the second tab 620, and the third tab 630 are portal sites. When the first tab 610 is selected, the second tab 610 is displayed. A link area 611 appears on the portal site 60.
[0019] The portal site 60 includes a first link area 611. The first link area 611 is a first content The first content 612 includes a link to a page related to the first support business. The link information 613 is added to an image element such as a banner, The structure allows users to move to the linked page by clicking. The company is a business that provides services to support users regarding their occupations (Figure 2). In this embodiment, the business entity is not limited to an organization such as a company, but may also be an individual.
[0020] For example, the first support provider provides support for the growth of the organization that the user operates or belongs to (Figure 2 ) or the governance of the organizations operated or affiliated with users (Figure 2 If the user's occupation is a doctor or dentist, the institution may, for example, The user's occupation is a licensed occupation such as a lawyer. In some cases, the institution is, for example, a law firm or other professional corporation. However, if the person is a manager, the institution is a legal entity such as a company.
[0021] Support for institutional growth can include, for example, support for internal growth strategies (Figure 2) and / or The latter is support for external growth strategies (Figure 2). The latter is support for internal growth strategies, e.g., when an institution A strategy for growth that leverages existing resources, existing capabilities, and / or an existing customer base. Internal growth strategies include, for example, expanding existing businesses, developing new products or services, Expanding market share, entering new markets, strengthening relationships with existing customers, and increasing profit margins through operational efficiency investment in research and development or human resource development. A regional growth strategy is, for example, when an institution expands its scale or develops new businesses by using other institutions. External growth strategies are strategies to acquire new capabilities, for example, acquisitions, mergers, and acquisitions. , partnerships, and / or the acquisition of know-how or technology from outside.
[0022] Governance support is, for example, support for the governance and / or management structure of an institution. Governance support includes, for example, organizational design, risk management, internal control, safety management, Compliance and / or information management support. Governance support. may include, for example, assistance with the institution's tax administration.
[0023] Link information 613 is a hyperlink for transitioning to a page related to the first support business operator. In this case, the linked page is typically a page within the portal site 60. This is the page assigned to the first support provider. Therefore, the linked page is It is managed by the operator of the information processing device 10 (portal site 60). In order for a transaction to be concluded between the user and the first support provider, the linked page must be Therefore, the operating company must The information exchange can be managed or monitored. The linked page is an external site ( For example, it may be a page on the official website of the first support business operator.
[0024] The page about the first support business operator contains, for example, information introducing the first support business operator, Information for contacting the business and the information provided directly or indirectly by the first support business This includes information about services or products provided by the first support business operator. The information for this purpose is information regarding a communication platform for communicating with the first support provider terminal 40. Communication platforms include, for example, email systems, online conference systems, etc. system, chat interface, or web form.
[0025] Preferably, the information processing device 10 communicates with the user terminal 30 via a communication platform. 1. The communication data with the support provider terminal 40 can be relayed and the communication data can be monitored and / or recorded. For example, in the case of e-mail, the information processing device 10 records the contents of the e-mail. For example, an operator may want to set up a communication platform so that all email addresses are included. For example, in a chat, the information processing device 10 may send a message The chat will be recorded in real time. The operator can also participate in the chat via the operator's terminal. For example, in a web form, the information processing device 10 may In an online conference, the information processing device 10 records information input by the user. Record information indicating the contents of the meeting (e.g., video, chat, or a summary thereof) For example, in an online conference, the information processing device 10 transmits conference information to an operating company terminal. The content of the conference can be shared by sending the information to the conference operator and having the operator participate in the conference through the operator's terminal. Monitor and / or record in real time or non-real time.
[0026] Even if multiple pieces of link information 613 are assigned to one first support business operator, In this case, the content of the linked page will differ depending on the support provided. Even if the link information 613 of the support business is provided, it may be provided according to the membership level of the user, for example. Link information 613 that is available for provision is provided, and link information 613 that is prohibited from being provided is provided. It may be that...
[0027] Each link information 613 is displayed in a display format according to the priority assigned to the link information 613. The priority may be displayed as, for example, 1st, 2nd, ..., Nth, from the highest priority. The link information 613 with a high priority is sorted in the order of priority. The link information 613 is displayed in a more emphasized display format than the link information 613 of a lower rank. It shows that the link information 613 is visually distinguished from the surroundings, but the method is not particularly limited. Emphasis can be achieved, for example, by using bright colors, applying large sizes, adopting unique shapes, Place it in a prominent position and / or add movement.
[0028] In the example of FIG. 3, N=2. For example, the first priority is assigned to the plurality of link information 613. One or more pieces of link information 613a assigned to the first link and one or more pieces of link information 613b assigned to the second link The display form of the link information 613a and the display form of the link information 613b are In the example of FIG. 3, the size of the link information 613a is larger than the size of the link information 613b. The display position of the link information 613a is higher than the display position of the link information 613. be.
[0029] When the first tab 610 is selected, the first ranking area 631 is displayed on the portal site 60. The first ranking area 631 includes one or more ranking columns 632. The ranking column 632 is used to rank a plurality of first support businesses or a plurality of pieces of link information 613. Each ranking column 632 shows the ranking for each support type related to the user's occupation. The support type is determined based on the support content shown hierarchically in Figure 2, for example. For example, the ranking columns 632 may include a ranking column 632a and a ranking The rankings column 632a includes a ranking column 632b. ... The ranking of the first support business operators or link information 613 that provide support (FIG. 2) is shown. King column 632b provides support for governance of the institution the user operates or belongs to (Figure 2). The ranking of the first support businesses or link information 613 that carry out the above is shown.
[0030] When the first tab 610 is selected, a first chat area 651 is displayed on the portal site 60. The first chat area 651 includes an input area 652, a send button 653, and and a message area 654. The first chat area 651 is for chatting about the user's occupation. This is the area for interacting with the chatbot about assistance. The interaction can be, for example, text. The dialogue may be by hand or by voice.
[0031] The input area 652 is where the user enters information to send to the chatbot. The information is, for example, questions, consultations, requests to the chatbot, and The send button 653 is used when the user inputs information into the input area 65. This is a widget to instruct the information entered in 2 to be sent to the chatbot. The message area 654 is an area showing the content of the conversation between the chatbot and the user.
[0032] The chatbot receives the information entered in the input area 652 and presents the information to the user. The information to be presented to the user is output to the message area 654. For example, It contains information indicating answers to questions and inquiries from users, questions to users, and requests to users. nothing.
[0033] For example, the chatbot may receive information entered by the user in the input area 652 and Information to assist the user in, for example, directly Information to support users, information to introduce first support businesses that can support users, and The information includes at least one of the following: information introducing special authority businesses that can assist users; In addition, the chatbot can provide users with career-related support through dialogue with the user. Collect information.
[0034] A special authority operator is an operator that has been granted special authority. Special authority is an operator that has been granted special authority. Authorization to access and / or information from the business operator and multiple secondary support businesses (described below) For a plurality of pieces of user information stored in the processing device 10 (user database 121 described later), In this embodiment, the special authority business operator has the authority to access the portal site 60. However, there are no particular restrictions on the special authority operator, and for example, It may also be a specially authorized business operator.
[0035] When the second tab 620 is selected, a second link area 621 appears on the portal site 60. do.
[0036] FIG. 4 is a diagram showing an example of the second link area 621 of the portal site 60. As shown, the portal site 60 includes a second link area 621. The second link area 621 is The second content 622 includes a page about a second support business. The link information 623 is attached to an image element such as a banner. The link is added so that you can move to the linked page by clicking on it. Support businesses provide services that support users regarding their assets (Figure 2). Assets include tangible and intangible assets. Tangible assets include, for example, cash, financial instruments, etc. , business assets (e.g., stocks, interests), real estate, vehicles such as airplanes and yachts, land, and Intangible assets include, for example, the mission, values, and missions shared by users or families. experience, knowledge, credibility, connections, tradition, culture, education, political influence, and philanthropic achievements , intellectual property, and know-how.
[0037] For example, the second support business is a business that provides financial support to users (Figure 2), and / or Or, they are businesses that provide non-financial support to users (Figure 2).
[0038] Financial support can include, for example, assistance with asset management (Figure 2) and / or assistance with tax management. This is the support provided (Figure 2).
[0039] Asset management includes, for example, effectively managing and / or administering a user's assets and ensuring the Asset management is the process of protecting and / or growing assets. Asset management includes cash management (Figure 2). That's fine.
[0040] The investment methods used in asset management include, for example, direct investment and / or indirect investment (Figure 2 ) Direct investment is an investment in which the user directly invests funds in the investment target. Indirect investment is It is an investment made by users through an intermediary means.
[0041] Investment categories under direct and indirect investment include, for example, stocks, equity derivatives, bonds, etc. securities, fixed income derivatives, alternative investments, and / or commodity investments Alternative investments include, for example, real estate investments, private equity investments, and Hedge funds, infrastructure investments, and real assets as investment targets Real assets include, for example, paintings, luxury watches, rare jewellery, and at least one of the following: Commodity investments include, for example, precious metals, energy, These include investments in commodities such as energy resources, agricultural products, and carbon credits.
[0042] Tax management is the process of managing and / or planning tax affairs in compliance with laws and regulations, e.g. Tax management includes, for example, tax planning, succession planning, and / or audit response. For example, in the case of a private doctor in private practice, tax management is carried out by the tax office of the clinic. This may include administration and personal tax administration for practitioners.
[0043] Non-financial support includes, for example, direct or indirect contributions to the user's assets from a non-financial perspective. Non-financial support includes, for example, legal support and educational support. Legal support is provided by, for example, For example, solving, avoiding, or mediating legal issues. Educational support can be used to help, for example, the next generation. Education for future asset successors, education on family governance, or specialized knowledge on investment strategies Support from a privileged perspective is, for example, support for collecting real assets for leisure purposes. , preferential treatment such as discounts or priority purchases, and access to elite networks such as high-end members-only clubs Access, concierge services, and other premium services, or It provides cultural and artistic experiences such as interactions with artists.
[0044] Link information 623 is a hyperlink for transitioning to a page related to the second support business. In this case, the linked page is typically a page within the portal site 60. This is the page assigned to the second support provider. Therefore, the linked page is It is managed by the operator of the information processing device 10 (portal site 60). In order for a transaction to be concluded between the user and the second support business, the linked page must be Therefore, the operating company must The information exchange can be managed or monitored. The linked page is an external site ( For example, it may be a page on the official website of the second support business.
[0045] The page about the second support business operator contains, for example, information introducing the second support business operator, Information for contacting the business and information provided directly or indirectly by the second support business This includes information on services or products provided by the second support business. The information for this purpose is information regarding a communication platform for communicating with the second support provider terminal 50. Communication platforms include, for example, email systems, online conference systems, etc. system, chat interface, or web form.
[0046] Preferably, the information processing device 10 communicates with the user terminal 30 via a communication platform. 2. Relay communication data with the support provider terminal 50, and monitor and / or record the communication data. In addition, there is a communication platform for communicating with the second support provider terminal 50. The various examples are related to communication platforms for communicating with the first support provider terminal 40. The same as the species examples.
[0047] Even if multiple pieces of link information 623 are assigned to one second support business operator, In this case, the content of the linked page will differ depending on the support provided. Even if the link information 623 of the support business is provided, it may be provided according to the membership level of the user, for example. Link information 623 that is available for provision is provided, and link information 623 that is prohibited from being provided is provided. It may be that...
[0048] Each link information 623 is displayed in a display format according to the priority assigned to the link information 623. The priority may be displayed as, for example, first, second, ..., Mth, from the highest priority. M is an integer equal to or greater than 2. Link information 623 with a high priority is sorted in the order of priority. The link information 623 is displayed in a more emphasized display form than the link information 623 with a lower rank. The emphasis is similar to that of the link information 613 .
[0049] In the example of FIG. 4, M=2. For example, the plurality of link information 623 is assigned the first priority. One or more pieces of link information 623a assigned to the first rank and one or more pieces of link information 623b assigned to the second rank The display form of the link information 623a and the display form of the link information 623b are This is similar to the example in Figure 3.
[0050] When the second tab 620 is selected, the second ranking area 641 is displayed on the portal site 60. The second ranking area 641 includes one or more ranking columns 642. The ranking column 642 displays the ranking (ranking) of a plurality of second support businesses or link information 623. Each ranking column 642 shows the ranking of the user's assets by support type. The support types are defined based on the support contents shown hierarchically in Figure 2, for example. For example, the ranking columns 642 may include a ranking column 642a and a ranking column 642b. The ranking column 642a includes the ranking of the top companies that provide support for users' asset management (FIG. 2). The ranking column 642b shows the ranking of the support business or link information 623. Ranking of second support businesses or link information 623 that provide support for tax management of users (Figure 2) Indicates the ping.
[0051] When the second tab 620 is selected, a second chat area 661 is displayed on the portal site 60. The second chat area 661 includes an input area 662, a send button 663, and and a message area 664. The second chat area 661 is used for chatting about the user's assets. This is an area for interacting with a chatbot about assistance. The second chat area 661 may be accessed by talking or by voice. The chatbot that accesses the first chat area 651 is the same as the chatbot that accesses the first chat area 651. may be the same or may be different.
[0052] The functions of the input area 662, the send button 663 and the message area 664 are respectively , an input area 652, a send button 653, and a message area 654 in the first chat area 651 For example, the chatbot can respond to user input in the input area 662. The system receives the input information and provides information to assist the user regarding the asset. The information may include, for example, information that directly supports the user, information that identifies a second support business that can support the user, and At least some of the information provided and information introducing special authority businesses that can assist users Each message contains one piece of information. The chatbot can also provide information about assets through dialogue with the user. Collect user information relevant to the assistance provided.
[0053] When the third tab 630 is selected, a user information section (not shown) containing user information is displayed. In this embodiment, the user information may be expressed as user attribute information. information about the user's occupation, occupation-related information about the user's occupation, and asset-related information about the user's assets. The user can update the user information by operating the user information field via the user terminal 30. New, add and delete can be performed.
[0054] User attribute information indicates information directly related to the user. For example, For example, basic personal information, educational information, career information, family structure information, personal network information, values information, lifestyle information, and information that indicates user needs Basic personal information includes one or more pieces of information. Basic personal information includes, for example, name, date of birth, address, gender, and marital status. The educational background includes, for example, one or more of the university attended and field of study. Career includes, for example, work history, years of industry experience, qualifications or licenses held, and career The career stage indicates the user's stage of professional development. The information indicating the user's needs may be, for example, the user's occupational needs and / or the user's The information includes information indicating needs regarding the asset. Needs may include, for example, demands, concerns, and interests. include.
[0055] If the user is a doctor or the like, the educational background is, for example, the medical school or dental school from which the user graduated. If the applicant is a doctor, the career may include, for example, a specialist qualification or a certified doctor qualification, a doctor or Years of experience as a dentist, occupational status (employed / private), study abroad or training experience, clinical practice The medical department is the department that the user is in charge of. The career stage of a doctor is medicine or Professional knowledge, skills, and authority that doctors and other professionals acquire step by step after completing dental education For example, career stages can range from trainee, specialist, preceptor, manager (e.g. For example, chief physician, department head, deputy director, or director), employed physicians, and private practice physicians.
[0056] If the user is a doctor, the family structure information may include, for example, the spouse's occupation (whether they are in the medical field or not) ), the number of children and their intention to go to medical school, the occupations of the user's family members, and the family's medical history. The family includes not only family members but also relatives. The information on the occupations of the members of the user's family includes, for example, the occupations of doctors or One or more of the following information: whether or not you are a doctor or dentist, and whether or not you have family ties to a doctor or dentist Contains information.
[0057] The user attribute information includes information on the membership level according to the amount of membership fee for the portal site 60. It is preferable that the membership fee be tiered, for example, from free to high, or from low to high. For this reason, there are multiple membership levels available.
[0058] The occupation-related information indicates information about the organization that the user operates or belongs to. ,e.g., basic information about the institution the user runs or belongs to, the size of the institution, human resources, internal status of internal growth strategies, status of external growth strategies, organizational management status, governance system, compliance among the following: response status, information management system, management issues, business continuity plans, and use of external support The basic information of the institution includes, for example, the legal entity type (corporation or limited liability company, etc.) ), date of establishment, business details, industry, and information on the end of the accounting period such as the end of the fiscal year. For example, if the user is a doctor, the basic information of the institution is the type of medical institution ( (clinic, hospital, or nursing home, etc.), practice type (individual or medical corporation), and Medical Care Act The size of the institution may include information on one or more of the following: type of person (with or without equity); , annual sales or revenue, capital or net assets, number of bases, number of business partners, and market share For example, if the user is a doctor, the size of the institution, the area of practice, Area and population, number of patients (daily average or monthly total, etc.), number of hospital beds, number of medical treatment units (same This includes information on one or more of the following: number of facilities available for medical treatment at the time, and annual medical income.
[0059] The asset-related information indicates information about the assets of the user. For example, the asset-related information may include the total assets. Amount and breakdown, income structure, direct investment situation, indirect investment situation, alternative investment situation, Cash flow situation, debt situation, tax management situation, inheritance or business succession plan, risk management Reasons for disability, legal support needs, educational support needs, special support needs, life plans, and Contains information about one or more of your wealth creation goals.
[0060] Returning to FIG. 1, the special authority operator terminal 20 is a terminal used by a special authority operator. The special-authority business operator terminal 20 is used when the special-authority business operator accesses the information processing device 10. The special authority business terminal 20 is used for, for example, the information processing device 10, and / or to provide information to the user terminal 30 to assist the user regarding the asset. Access the information processing device 10. Note that there are multiple authorized business operators, and multiple A special authority operator terminal 20 may be provided.
[0061] In this embodiment, the authorized business operator is the information processing device 10 (portal site 60). Therefore, the special authority business terminal 20 is, for example, an information processing device 1 0, various settings, management of user information, management of support business information, portal site 60 In order to manage the contents of the system SYS and to manage the operation of the system SYS, an information processing device 10 In this example, the special authority business terminal 20 is also an operating business terminal. do.
[0062] The user terminal 30 includes a display unit 310. The display unit 310 is, for example, a liquid crystal display. , or an organic electroluminescence display. , receives display information for displaying the portal site 60 from the information processing device 10, and displays the The portal site 60 is displayed on the first support business terminal 310. The second support provider terminal 50 is a terminal used by the second support provider. This is the terminal used.
[0063] In addition, the special authority business operator terminal 20, the user terminal 30, the first support business operator terminal 40, and the The support provider terminal 50 may be, for example, a personal computer, a tablet terminal, or a smartphone. It is an information processing terminal such as a smartphone.
[0064] Next, the information processing device 10 will be described in detail with reference to FIG. 5. 1 is a block diagram showing an example of the configuration of the information processing device 10. The information processing device 10 includes a processing unit 110 and a storage unit 12. 0 and a communication unit 130. The information processing device 10 includes a display unit 140 and an input unit 150. The information processing device 10 may be, for example, a server.
[0065] The processing unit 110 executes various processes (various calculations). The processing unit 110 controls the communication unit 130, the display unit 140, and the input unit 150. The processor includes a CPU (Central Processing Unit), a GPU (Gra phics Processing Unit), FPGA (Field Programmable Gate Array), DSP (Digi tal Signal Processor) or ASIC (Application Specific Integrated Circuit) The processor may be operated by a computer program or by hardware. It may operate by yard logic.
[0066] The storage unit 120 includes one or more storage devices and stores data and computer programs. The storage unit 120 includes a main storage device such as a semiconductor memory, and a storage device including a semiconductor memory and a storage device. The storage drive includes, for example, a hard disk drive. The storage unit 120 may be, for example, a non-transitory drive and / or a solid state drive. It is a computer-readable storage medium.
[0067] The storage unit 120 stores information on a plurality of users who satisfy specific conditions related to occupation or assets. Specifically, the storage unit 120 stores a user database 121, a first support business operator database 122, a second support business operator database 123, and , and stores the link database 124.
[0068] The user database 121 stores information on a plurality of users and a portal site for each user. The user information stores the configuration information of the user support system 60 shown in FIG. The content is categorized and structured based on the hierarchical structure of the content. This is information that defines the configuration of the site 60. The configuration information of the portal site 60 is The first content 612 and the second content 622 are included in the configuration information. The second configuration information includes the identification information of the link information 613 and its priority information. The configuration information of the content 622 includes identification information of the link information 623 and its priority information.
[0069] The first support business database 122 stores information on a plurality of first support businesses. The support business database 123 stores information on a plurality of second support businesses. The information of the business operator and the second support business operator is, for example, the business name, business content, official website URL It includes information on RL, support field, and / or support status. Support status can be, for example, It indicates the support status, such as support in progress, support completed, and pre-support negotiations.
[0070] The link database 124 stores a plurality of links that are candidates for display on each portal site 60. The link information 613 and the plurality of link information 623 are stored in association with the respective identification information. In the link database 124, the link information 613 includes the link information 6 13, and the port for displaying the link information 613. The identification information of the user of the talcite 60 is associated with it.
[0071] The special authority business operator may, for example, use the user database 121, the first support business operator data, etc. The base 122, the second support business database 123, and the link database 124 Have the right to access.
[0072] The communication unit 130 is connected to the network NW. Various devices connected to the terminal (for example, the special authority business terminal 20, the user terminal 30, the first support business The communication unit 130 communicates with the service provider terminal 40 and the second support provider terminal 50. A communication device that communicates according to a communication protocol, such as a network interface controller. The predetermined communication protocol is, for example, compliant with Ethernet (registered trademark). Protocols, Internet Protocol Suite, and Near Field Communication Standards This is a protocol that conforms to the protocol for displaying the portal site 60 via the communication unit 130. The information is transmitted to the user terminal 30, and operation information is received from the user terminal 30.
[0073] The display unit 140 displays various information. The display unit 140 may be, for example, a liquid crystal display, Alternatively, the input unit 150 includes an organic electroluminescence display. It is an input device for inputting various information to the device. For example, the input unit is a touch panel. , or a keyboard and pointing device.
[0074] In addition, the special authority business operator terminal 20, the first support business operator terminal 40, and the second support business operator terminal 41 shown in FIG. The user terminal 50 includes, for example, a control unit, a storage unit, a communication unit, a display unit, and an input unit. The terminal 30 includes a control unit, a storage unit, a communication unit, and an input unit in addition to a display unit 310. The hardware configurations of the control unit, storage unit, communication unit, display unit, and input unit are as follows: , a processing unit 110, a storage unit 120, a communication unit 130, a display unit 140 of the information processing device 10, and , the hardware configuration is the same as that of the input unit 150.
[0075] As shown in FIG. 5, the information processing device 10 includes a display control unit 111. It is preferable that the information processing device 10 includes a preferential treatment setting unit 112. 13. One or more of a member registration unit 114, a guidance processing unit 115, and a ranking unit 116 Specifically, the processor of the processing unit 110 may store in the storage unit 120 By executing the stored computer program, the display control unit 111, the content configuration A building unit 112, a preferential treatment setting unit 113, a member registration unit 114, a guidance processing unit 115, and a ranking It functions as the routing unit 116.
[0076] The display control unit 111 displays the performance according to the user information indicating the information of the user who satisfies the specific condition SC. A portal site 60 including the personalized content is displayed on the user terminal. As shown in FIGS. 3 and 4, the global site 60 provides services to support users regarding their occupations. The first content includes multiple link information 613 to the page about the first support business that provides the service. a first link area 611 displaying content 612 and services that assist the user with the assets; Secondary content including multiple link information 623 to pages related to secondary support businesses that provide and a second link area 621 displaying a link 622. Through Talcite 60, users who meet certain conditions SC (e.g., the wealthy) can receive employment. The portal site 60 can provide benefits in terms of both business and assets. It contains personalized content tailored to your business and assets. This allows the provision of content that is suited to the user's situation, thereby improving user satisfaction.
[0077] In particular, the portal site 60 provides links optimized for the user's occupational situation. Therefore, each link information 613 is displayed according to the user's occupational situation. The first to provide support for the growth or governance of the institution you run or belong to through The portal site 60 can match support businesses with users. It contains link information 623 optimized for the situation regarding the user's assets. Depending on the situation regarding the user's assets, the user's financial or non-financial This allows matching between users and second support businesses that provide support for their work. In this embodiment, the specific condition SC is satisfied through online matching. Career and financial assistance can be provided to users.
[0078] For example, the services provided by the first and second support providers are Therefore, the link information 613 and the link information 614 indicate a service that performs part of the functions of the 23 to provide users with services that perform some of the functions of a family office. A family office is a business that provides employment support to its clients. A function or institution that provides individual support to users who meet specific conditions in terms of both business and assets. In other words, a family office is a system operated or owned by users who meet certain conditions. Support for the growth or governance of the institution to which it belongs, and financial support for users who meet certain SC conditions It is a function or institution that provides financial and non-financial support tailored to the user.
[0079] For example, the display control unit 111 may, in response to a request from the user terminal 30, Then, the display information of the portal site 60 is transmitted to the user terminal 30. This is various information for displaying the portal site 60 on the display unit 310. For example, HTML (Hyper Text Markup Language) information generated based on the configuration information of the site 60 It includes information about the page, CSS (Cascading Style Sheets) information, image information, and layout information. The display information may include configuration information of the portal site 60. The portal site 60 is displayed based on the information. The user terminal 30 uses a browser. The portal site 60 may be displayed on the display unit 310 using a dedicated application. The portal site 60 may be displayed on the display unit 310 using the above function.
[0080] The content construction unit 112 creates personalized content based on user information. That is, the content construction unit 112 constructs the following for each user according to the user information. The content constructed by the content construction unit 112 is The content is included in the talcite 60. The content is a first content 612 and a second content Specifically, the content construction unit 112 includes the attribute information and / or job information of the user. The first content 612 is constructed based on the business-related information. For example, the content construction unit 1 12 is a link database 12 based on the user's attribute information and / or occupation-related information. 4, one or more pieces of link information 613 to be included in the first content 612 are selected. The content construction unit 112 selects the link information 613 above. and / or constructing second content 622 based on the asset-related information. The content construction unit 112 constructs link data based on the user's attribute information and / or asset-related information. The second content 622 is selected from the plurality of link information 623 stored in the database 124. Select one or more pieces of link information 623 to be included in the list.
[0081] For example, the content construction unit 112 may From a certain period ago, link information 613 related to the support of tax administration of the institution was added to the first content. For example, the content construction unit 112 may include the deadline for the user's tax return. From a point before the fixed period, link information 623 regarding support for tax management is provided to the second content 622 For example, if the user is a doctor, the content construction unit 112 Depending on the medical department and / or career stage that you are currently in charge of, the first content 612 and / or constructing the second content 622. In this case, the second content 622 is specialized for doctors and the like and is user-friendly. The first content 612 and / or second content 622 may be constructed to be specific to the user.
[0082] For example, the content construction unit 112 may use attribute information including information on the user's membership level and job title. The content construction unit 112 constructs the first content 612 according to the business-related information. The second content is generated according to the attribute information including the user's membership level information and asset-related information. Therefore, according to this embodiment, services can be provided according to the membership level. This allows users who pay a higher membership fee to receive more specialized and high-quality content. In addition, even if the membership level is the same, the attribute information and occupation of each user can be The first content 612 can be provided that is customized for each user according to the related information. Similarly, even if the membership level is the same, the number of users can be increased or decreased depending on the attribute information and asset-related information of each user. Secondary content 622 can be provided that is customized for each user.
[0083] For example, the content construction unit 112 may determine, based on the user's attribute information and occupation-related information, A plurality of link information 613 included in the first content 612 constructed according to the membership level From the above, the link information 613 to be displayed in the first link area 611 is selected. The content construction unit 112 creates a membership based on the user's attribute information and asset-related information. The second content 622 is constructed according to the level. The user selects the link information 623 to be displayed in the second link area 621 in a relatively emphasized manner. Therefore, according to this embodiment, even if the membership level is the same, each user can have their own individual user account. This allows for visual emphasis on information that is relevant to the user's occupation and / or assets. This improves the visibility and usability of information.
[0084] For example, the content construction unit 112 may Highlights link information 613 related to assistance with tax administration for the institution from a certain period of time ago. Example For example, the content construction unit 112 may start the following from a certain period before the deadline for the user's tax return: Highlights link information 623 related to assisting the user in managing their tax affairs.
[0085] For example, the content construction unit 112 may receive information on clicks on the link information 613, / or on the page accessed based on the link information 613 (the linked page) The first content 612 is reconstructed according to the information on the stay time. The unit 112 receives information on clicks on the link information 623 and / or information on the link information 623 Based on the information on the time spent on the accessed page (linked page) , the second content 622 is reconstructed. Therefore, according to this embodiment, the user's behavior history It can dynamically optimize content based on the user's needs, It will be possible to provide content.
[0086] For example, if the specific condition SC is that the user has a medical or dental license, The user information includes information on the career stage of the user, such as a doctor. The content construction unit 112 creates the first content 612 and Therefore, according to this embodiment, the career of a doctor or the like is We can provide content tailored to the specific needs of each carrier stage. For example, the content construction department 112 can provide optimal support for the issues that users face in the content creation process. For trainees, the first content 612 on support for obtaining specialist qualifications and basic For example, the content construction unit 112 constructs the second content 622 related to production formation. For private practice physicians, the first content 612 on medical facility management and business succession, and asset preservation and constructing second content 622 relating to inheritance planning.
[0087] For example, if the specific condition SC is that the user has a medical or dental license, The user information includes information about the university the user graduated from and / or information about the occupations of members of the user's family. In this case, the content construction unit 112 may include the alma mater and / or the occupations of family members. The first content 612 and / or the second content 622 are constructed according to the According to this embodiment, more personalized content based on the user's background is provided. It will be possible to provide content.
[0088] For example, if the user has a family member who is a practicing physician, the content construction unit 112 may The first content 6 on supporting hospital management with an eye toward business succession, even for interns and employed physicians For example, if there are many doctors in the user's family, Even if the person in question is not a business owner, the content construction unit 112 may create a first content regarding future business start-up support. Build Contents 612.
[0089] For example, some universities (e.g., medical schools, dental schools) that train doctors, etc. In some cases, tuition fees may be expensive, so the user's family assets may be limited to those of an ordinary company employee. For example, if the members of the user's family are considered wealthy, In the case of a user with a specific occupation (e.g., a doctor or company manager), the number of users is smaller than that of a user with only a doctor. Therefore, in these examples, it can be assumed that the family has a large amount of assets. 2, even if the user's own assets are small, the second content 622 according to the family's assets can be provided. Build.
[0090] For example, the display control unit 111 may display information indicating the user's needs for occupational support. A first user interface (hereinafter referred to as the "first user interface FU") for acquiring and a third method for obtaining information indicating the user's need for assistance with their assets. 2 user interface (hereinafter referred to as "second user interface SU") at the user terminal. Display at the end of the 30th.
[0091] Then, the content construction unit 112 receives the information acquired via the first user interface FU. The first content 612 is reconstructed based on the information indicating the needs of the user. According to this embodiment, the first component is updated in response to changes in the user's needs for occupational support. The first user interface FU can reconstruct the contents 612 related to occupations, for example. The system includes a plurality of support items. For each of the support items, a plurality of widgets are provided. The widget is associated with, for example, a check box for selecting a support item. The user can select his / her interests or concerns via the user terminal 30. As a result, the information processing device 10 can select a support item that the user is interested in or The information indicating the support items of interest is displayed, and the information indicating the user's needs for support regarding their occupation is displayed. Obtained as information.
[0092] The content construction unit 112 also receives the content acquired via the second user interface SU. The second content 622 is reconstructed based on the information indicating the user's needs. According to the embodiment, the second computer responds to changes in the user's needs for assistance with assets. The second user interface SU can reconstruct the content 622 related to the asset, for example. It includes multiple support items. For each of the multiple support items, multiple widgets are provided. The user can select, via the user terminal 30, the support items that interest or concern him / her. As a result, the information processing device 10 selects the asset that the user is interested in or interested in. Acquire information indicating support items as information indicating the user's asset-related support needs do.
[0093] The storage unit 120 stores information indicating the user's needs for occupational support and The information indicating the needs for support regarding the assets of the users is stored in the user database as user attribute information. The data is stored in database 121.
[0094] In addition, the first user interface FU and the second user interface SU An interactive environment that allows users to select the information of their current interest regarding their business and assets. As a result, the first content 61 that reflects the current needs of the user can be provided. 2 and the second content 622 can be reconstructed, improving the user experience.
[0095] The processing unit 110 uses the chatbot to collect user attribute information, user occupation information, and At least one of occupation-related information and asset-related information regarding the user's assets. A chatbot is a system that uses natural language processing to communicate with users. The information is provided to the user via the user terminal 30, and the information is received from the user via the user terminal 30. The chatbot is software that the processing unit 110 stores in the memory unit 12 It operates by executing a computer program stored in 0.
[0096] As an example, the chatbot may communicate with the user via the first chat area 651 (FIG. 3) about a job. The system interacts with the user regarding the support provided and acquires various information from the user (user terminal 30). and provide various information to the user (user terminal 30). The chatbot can then communicate with the customer via the second chat area 661 (Figure 4) regarding assistance with the asset. The system interacts with the user, acquires various information from the user (user terminal 30), and Various information is provided to the user terminal 30. The first chat area 651 and the second chat area 661 related to assets are provided separately, but they are The first chat area 651 may correspond to support for jobs and assets. This does not prohibit discussions about asset support information. Area 661 does not prohibit conversations about career support information. In addition, the special authority business operator can send a message to multiple users (for example, all users) from the special authority business operator terminal 20. The first chat area 651 and the second chat area 661 in the portal site 60 The user may have the authority to participate in a conversation (chat) with the other user.
[0097] The processing unit 110 processes the information collected by the chatbot, or the collected information and existing Based on the user information, the chatbot performs the first introduction process and / or the second introduction process. The existing user information is the information of the user already stored in the user database 121. This is user information.
[0098] The first introduction process involves multiple first support businesses, multiple second support businesses, and special authority businesses. The second introduction process is a process of selecting a person to be introduced to the user from among the plurality of first branches. A plurality of link information 613 relating to the support business, a plurality of links relating to a plurality of second support businesses Information 623 and link information on special authority business operators with special authority. Therefore, in this embodiment, the first introduction process and the second introduction process are In the introduction process, not only the first and second support businesses but also the parties with special authority Special authority businesses are also candidates for introduction to users. Special authority is a business that has multiple first support businesses and This is the authority to access multiple secondary support businesses. As a result, Support through collaboration with other authorized businesses, and collaboration between second support businesses and special authorized businesses In this case, for example, the knowledge, experience and In this embodiment, support can be provided by utilizing a personal network. In order to select referral destinations based on the content of the conversation between the bot and the user, This will improve the efficiency of matching with the first support business operator and the second support business operator. The link information is a hyperlink to the page about special authority entities. Includes:
[0099] The processing unit 110 receives information on the introduction destination selected by the first introduction process and information on the introduction destination selected by the second introduction process. The information on the introduced party selected by the above is provided to the user terminal 30 by the chatbot. .
[0100] The storage unit 120 stores the information collected from the user terminal 30 by the chatbot in the form of a user In this case, the user database 121 stores the collected information. are classified into user attribute information, occupation-related information, and asset-related information and stored. For the content construction unit 112, the first content 612 and the second content 622 are When building, it provides easy access to a repository of information that can be used as a base.
[0101] The processing unit 110 processes the information collected by the chatbot or the information generated by the chatbot. Based on the information collected and existing user information, the chatbot will The processing unit then provides the user terminal 30 with information indicating a proposal for assistance regarding the business or assets. 110 is a response from the user terminal 30 regarding a proposal for assistance regarding the user's occupation or assets. Based on the content, the chatbot can prompt the user for additional information. The additional information includes user attribute information, user job information, and the like. and at least one of occupation-related information about the user's business and asset-related information about the user's assets. It is one piece of information that is different from the information collected by the chatbot and existing user information. The processing unit 110 then receives the information from the user terminal 30 by the chatbot. Therefore, according to this embodiment, the dialogue between the chatbot and the user is In this case, new user information that the information processing device 10 does not have can be smoothly acquired as additional information. Therefore, it is possible to understand the user's needs in more detail and respond to those needs in more detail. Employment or financial assistance can be provided.
[0102] The storage unit 120 stores the additional information acquired from the user terminal 30 by the chatbot in the user terminal 30. In this case, the user database 121 stores the additional information are classified into user attribute information, occupation-related information, and asset-related information and stored. For the content construction unit 112, the first content 612 and the second content 622 are When building, it provides easy access to a repository of information that can be used as a base.
[0103] The preferential treatment setting unit 113 determines whether the user information is provided to a specific site (hereinafter referred to as If the information includes information indicating that the user is registered with a specific site (PS), Preferential information is set for each user as attribute information of the user in the user database. The preferential treatment information is stored in the point database 121. The preferential treatment information is stored in the point database 121. Information indicating that the service is available on the Global Site 60, information indicating that the service is discounted, Also, information indicating that the user can exceptionally view information that cannot be viewed at the user's membership level. Therefore, according to this embodiment, the connection with the specific site PS is This collaboration creates a synergistic effect, improving user convenience and satisfaction. For example, the provider may be a company that is affiliated with the operator of the portal site 60 (hereinafter referred to as the provider). In addition, the information indicating whether a user is registered with a specific site PS is 10 is an example of user attribute information.
[0104] The member registration unit 114 stores user information in the user data when registering as a member on the portal site 60. In this case, the items to be registered as user information are stored in the database 121. It is determined that
[0105] For example, the member registration unit 114 may specify a specific user ID when registering as a member of the portal site 60. The user terminal stores information indicating whether or not the user is registered on a specific site PS operated by the operator. 30. Then, the guidance processing unit 115 acquires the user's registered information from the specific site PS. If information indicating that the user does not have the password is obtained, the system executes a process to guide the user to register with a specific site PS. Therefore, according to this embodiment, it is possible to access a specific site PS operated by a specific business such as an affiliated business. As a result, it contributes to increasing the number of members to a specific site PS. This allows the specific site PS to be directed to the portal site 60. In addition, whether or not you are registered with the specific site PS can be urged to do so. The information shown is stored in the user database 121 as user attribute information.
[0106] The process of inducing registration to a specific site PS is, for example, A process of displaying information showing the merits on the user terminal 30, an introduction page of the specific site PS, or a process of transmitting link information to a specific site PS to the user terminal 30, or This is a process of transmitting link information to a registration page for registering the user terminal 30 to the user terminal 30. Information showing the benefits of registering with a specific site PS is available on portal site 6, for example. Preferential information on specific site PS when you register on specific site PS via 0, or specific This is preferential information on portal site 60 if you register with site PS.
[0107] For example, the member registration unit 114 may register the user as a member at the portal site 60. If the company obtains information indicating that it is registered with the specific site PS, Inquiry regarding whether or not to use the points managed through this system to cover the membership fee of Portal Site 60 The member registration unit 114 may display information indicating the points on the user terminal 30. When the information indicating that the points are to be used to cover the membership fee is received from the user terminal 30, A membership fee payment process may also be performed.
[0108] Furthermore, for example, the processing unit 110 may communicate with the user via the portal site 60. Or, when a transaction contract with the second support business is concluded, in response to a request from the user terminal 30, The payment process for expenses may be carried out using points managed by a specific site PS. In this case, the cost is, for example, the cost of the service provided by the first support business operator or the second support business operator. Or the payment for the product.
[0109] The ranking unit 116 ranks each of the first link areas 611 of the portal sites 60. Based on information about each user's access to the link information 613, a plurality of link information The ranking of the information 613 or a plurality of first support businesses is performed. The information about each user's access is, for example, information about clicks on the link information 613. information and / or the page accessed based on the link information 613 (the linked page) ) is information on the time spent in the page. In addition, the ranking is based on information about the performance of the services provided by the first support provider. may be executed.
[0110] The ranking unit 116 ranks each of the second link areas 621 of the portal sites 60. Based on information about each user's access to the link information 623, a plurality of link information The ranking of the information 623 or a plurality of second support businesses is performed. The information about each user's access is, for example, information about clicks on the link information 623. information and / or the page accessed based on the link information 623 (the linked page) ) is information on the time spent in the page. In addition, the ranking is based on information about the performance of the services provided by the second support provider. may be executed.
[0111] The display control unit 111 displays the ranking results in accordance with the user's attribute information including the user's membership level. The information is displayed on multiple user terminals 30 without depending on the user's personal information, occupation-related information, and asset-related information. Therefore, according to this embodiment, it is possible to arouse the interest of users and, for example, to obtain higher membership. Encourage registration to the level, or top ranking link information 613, 623 or ranking It is also important to promote the use of top support providers (first and second support providers) The ranking results show, for example, the top K rankings. K is an integer greater than or equal to 2. The ranking results are displayed in ranking columns 632 and 642, for example.
[0112] In the ranking column 632 (FIG. 3), for example, link information is displayed as a result of ranking. The information 613 or the first identification information identifying the first support business operator is arranged in the order of ranking. The first identification information may be, for example, the name of the support corresponding to the link information 613 or the first support event. The first identification information is the name of the company. The first identification information is link information (hereinafter referred to as "link information RN1"). The link information RN1 may include, for example, the first support information such as the link information 613. This is link information to pages related to the business.
[0113] For example, the processing unit 110 (determination unit) receives link information from the user via the user terminal 30. When the information RN1 is operated (for example, clicked), link information is displayed based on the user information. The user meets the access conditions to access the page linked by RN1. The access condition may be, for example, whether the member level is equal to or higher than a specified level. In this case, for example, the processing unit 110 (determining The access conditions are set to the user based on the user's attribute information and / or occupation-related information. Then, the processing unit 110 (determination unit) determines whether the user has accessed the If it is determined that the conditions for the link are met, the link information RN1 will be used to On the other hand, the processing unit 110 (determination unit) determines whether the user satisfies the access conditions. If it is determined that the access condition is not satisfied, the user terminal 30 is notified of the requirements for satisfying the access condition (for example, (membership level is above the specified value), and information to fulfill the access conditions. or information required to determine whether the access conditions are met. In this way, the user first operates the link information RN1 that he or she desires. In response to the operation, the necessary conditions or information can be requested from the user. This allows users to register for higher-ranking memberships and to obtain occupational information more quickly and efficiently. It can be executed smoothly. In addition, the ranking is displayed regardless of the member level, etc. Even if the membership level is high, appropriate content management can be performed according to the membership level. For example, if the processing unit 110 (determination unit) determines that the user does not satisfy the access conditions, Then, the link information RN1 is invalidated, and the first support provider (first support provider terminal 40) Access may be prohibited.
[0114] In addition, in the ranking column 642 (FIG. 4), for example, as a result of the ranking, The link information 623 or the second identification information for identifying the second support business operator is arranged in the order of ranking. The second identification information may be, for example, the name of the support corresponding to the link information 623 or the second The second identifying information is the name of the support business. The link information RN2 may include, for example, the link information 623, 2 Link information to pages related to support providers.
[0115] For example, the processing unit 110 (determination unit) receives link information from the user via the user terminal 30. When the information RN2 is operated (for example, clicked), link information is displayed based on the user information. The user meets the access conditions to access the page linked by RN2. The access condition may be, for example, whether the member level is equal to or higher than a specified level. In this case, for example, the processing unit 110 (determining The access control department (the department) determines access conditions for users based on the user's attribute information and / or asset-related information. Then, the processing unit 110 (determination unit) determines whether the user has accessed the If it is determined that the access conditions are met, the link information RN2 will be used to On the other hand, the processing unit 110 (determination unit) determines whether the user satisfies the access conditions. If it is determined that the access condition is not satisfied, the user terminal 30 is notified of the requirements for satisfying the access condition (for example, (membership level is above the specified value), and information to fulfill the access conditions. or information required to determine whether the access conditions are met. In this way, the user first operates the link information RN2 that he or she desires. In response to the operation, the necessary conditions or information can be requested from the user. This allows users to register for higher-ranking memberships and allows for quick and easy acquisition of asset information from users. It can be executed smoothly. In addition, the ranking is displayed regardless of the member level, etc. Even if the membership level is high, appropriate content management can be performed according to the membership level. For example, if the processing unit 110 (determination unit) determines that the user does not satisfy the access conditions, Then, the link information RN2 is invalidated, and the second support provider (second support provider terminal 50) Access may be prohibited.
[0116] The access conditions are stored in advance in the storage unit 120. The access conditions may be updated by the end of 2020. If the operator of the Internet 60 is different from the operator of the Internet 60, for example, the access conditions may differ depending on the terminal of the operator. The access conditions may be updated, for example, when specific asset information is registered in the user information ( The information may include that the asset is stored in the account and / or that the asset holdings are equal to or greater than a predetermined amount. .
[0117] Regardless of the ranking, the processing unit 110( The link information to be processed after being determined by the determining unit is included in the portal site 60. It may be possible.
[0118] The content construction unit 112 determines whether the membership level of the user of the portal site 60 is higher than the specified level. If the ranking is lower than the link information 623 included in the ranking result, the ranking is invalidated. The second support provider (second support provider terminal 50) included in the result of the above is prohibited from accessing the second support provider. On the other hand, if the user's membership level is equal to or higher than the specified level, the content construction unit 112 In addition, enable link information 623 included in ranking results and The second support provider (second support provider terminal 50) is permitted to access the second support provider. Even if the ranking is displayed without depending on the membership level, etc., Appropriate content management can be carried out according to the needs.
[0119] Next, an information providing method according to this embodiment will be described with reference to FIGS. The law uses user information to indicate information about users who meet certain conditions SC regarding their occupation or assets. The information providing method is executed by the information processing device 10. Includes processing.
[0120] FIG. 6 is a flowchart showing an example of a member registration process in the information providing method. As shown in the figure, the member registration process includes steps S1 to S6. The stored computer program causes the processing unit 110 to execute steps S1 to S6. The processing unit 110 corresponds to an example of a "computer" in the present disclosure.
[0121] First, in step S1, the display control unit 111 of the processing unit 110 receives a message from the user terminal 30. In response to these requests, a member registration screen (not shown) is displayed on the user terminal 30. The member registration screen contains input fields for each item of user information that is required for registration. , includes an input field for information indicating whether or not the user is registered with a specific site PS. includes an input field for selecting a membership level.
[0122] Next, in step S2, the member registration unit 114 registers the user information entered in step S1. The storage unit 120 receives information from the user terminal 30. The storage unit 120 stores the user information in the user database 121. Stores user information.
[0123] Next, in step S3, the user is registered with the specific site PS based on the user information. Determine whether or not it is.
[0124] If it is determined in step S3 that the user is registered with the specific site PS (YES), Then, the process proceeds to step S4.
[0125] Next, in step S4, the preferential treatment setting unit 113 sets preferential treatment information for the user. Specifically, preferential treatment information is added to the user information in the user database 121. .
[0126] On the other hand, if it is determined in step S3 that the user is not registered in the specific site PS ( If NO, the process proceeds to step S5.
[0127] Next, in step S5, the guidance processing unit 115 guides the user to register at the specific site PS. Execute the process.
[0128] After steps S4 and S5, in step S6, the content construction unit 112 A portal customized for users based on user information, including membership level. The first content 612 and the second content 622 of the site 60 are constructed. The portal site 60 stores configuration information of the portal site 60 in the user database 121. The member registration process is completed.
[0129] FIG. 7 is a flowchart illustrating an example of information providing processing in the information providing method. As shown in the figure, the information provision process includes steps S11 to S23. The computer program stored in the processing unit 110 executes steps S11 to S Execute 23.
[0130] First, in step S11, the processing unit 110 receives a request from the user terminal 30. , and executes the login process to the portal site 60.
[0131] Next, in step S12, the display control unit 111 A portal site 60 constructed based on the user information of the user is displayed on the user terminal 30. Furthermore, the display control unit 111 displays the page linked by the link information 613 and 623. Execute the transition to
[0132] Next, in step S13, the processing unit 110 selects the first chat area 651 or the second chat area 652. It is determined whether a chat has started in the chat area 661.
[0133] If it is determined in step S13 that the chat has not started (NO), the process returns to step S14. Proceed to step S18.
[0134] On the other hand, if it is determined in step S13 that the chat has started (YES), the process proceeds to step S14. Proceed to step S14.
[0135] Next, in step S14, the processing unit 110 communicates with the user by the chatbot. The user terminal communicates with the user through the first chat area 651 or the second chat area 661. The information collection unit 10 collects information from the user terminal 30 and provides the information to the user terminal 30.
[0136] Next, in step S15, the chat is ended in response to a request from the user terminal 30. will be done.
[0137] Next, in step S16, the processing unit 110 The user information is stored in the user database 121, and the user database 121 is updated.
[0138] Next, in step S17, the content construction unit 112 creates a The contents of the portal site 60 (first content 612, second content 622) ) and update the configuration information of the portal site 60. The reconstructed portal site 60 is displayed on the user terminal 30.
[0139] Next, in step S18, it is determined whether the timing for collecting user needs has arrived. Make a judgment.
[0140] If it is determined in step S18 that the collection timing has not arrived (NO), the process Proceed to step S23.
[0141] On the other hand, if it is determined in step S18 that the collection timing has arrived (YES), the process proceed to step S19.
[0142] Next, in step S19, the display control unit 111 performs a process to collect user needs. User interfaces (first user interface FU, second user interface S U) is displayed on the user terminal 30.
[0143] Next, in step S20, the processing unit 110 prompts the user to The information indicating the user's needs is received from the user terminal 30 .
[0144] Next, in step S21, the processing unit 110 receives information indicating the user's needs from the user. The data is stored in the database 121, and the user database 121 is updated.
[0145] Next, in step S22, the content construction unit 112 creates a user profile based on the latest user information. The contents of the portal site 60 (first content 612, second content 622) ) and update the configuration information of the portal site 60. The reconstructed portal site 60 is displayed on the user terminal 30.
[0146] Next, in step S23, the processing unit 110 receives a request from the user terminal 30. Then, the logout process is executed, and the information provision process is completed.
[0147] The preferred embodiments and modifications of the present disclosure have been described in detail above with reference to the accompanying drawings. However, the technical scope of the present disclosure is not limited to such examples. A person with the above knowledge would understand that, within the scope of the technical idea described in the claims, Obviously, various modifications and variations are possible, and these are of course also included in the present invention. It is understood that the present disclosure is within the scope of the present invention. For example, the port shown in FIGS. The configuration of the Lucite 60 is merely an example, and the structure of each image element (link information 613, 623, etc.) The form and arrangement are not particularly limited. In addition, the display contents (for example, the first link area 611, the second link area 612, Regarding the link area 621), an example of switching by tabs has been shown, but it is not particularly limited, and it is also possible to switch between the same screen. All image elements may be included on one surface, or they may be displayed on different pages.
[0148] The devices or systems described herein may be implemented as a stand-alone device, It is implemented by multiple devices (e.g., cloud servers) that are partly or entirely connected via a network. This may be realized as follows.
[0149] Furthermore, the series of processes performed by the device described in this specification may be implemented by software, hardware, or both. The present invention may be realized using either software or a combination of software and hardware.
[0150] Furthermore, processes described herein using flowchart diagrams are not necessarily illustrated. Some processing steps may be performed in parallel. Additionally, additional processing steps may be employed, and some processing steps may be omitted. good.
[0151] Furthermore, the effects described herein are merely illustrative or exemplary and are not limiting. In other words, the technology according to the present disclosure has the above-mentioned effects in addition to or instead of the above-mentioned effects. In addition, other effects that will be apparent to those skilled in the art from the description of this specification may be achieved.
[0152] The following configurations also fall within the technical scope of the present disclosure.
[0153] (Item 1) A plurality of user profiles each showing information on a plurality of users who meet specific conditions regarding occupation or assets. a storage unit for storing the user information; a portal site including personalized content according to the user information; a display control unit that displays the information on a user's terminal; The portal site: A page about a first support provider that provides services to support the user regarding their occupation a first link area for displaying a first content including a plurality of link information to the A page about a second support business that provides services to support the user regarding assets. and a second link area for displaying second content including a plurality of link information to the equipment.
[0154] (Item 2) Item 1: The service refers to a service that performs part of the functions of a family office. The information processing device described in
[0155] (Item 3) the specific condition is that the user has a medical license or a dental license; the user information includes information about the user's career stage, The first content and / or the second content according to the career stage. 3. The information processing device according to item 1 or 2, further comprising a content construction unit for constructing.
[0156] (Item 4) the specific condition is that the user has a medical license or a dental license; The user information may include information about the university the user graduated from and / or the members of the user's family. Contains information on occupations, The first content and / or the previous content are provided according to the alma mater and / or the occupation of the member. Item 1 or 2, further comprising a content construction unit that constructs the second content. Information processing device.
[0157] (Item 5) The user information includes attribute information of the user, occupation-related information about the user's occupation, and asset-related information regarding said user's assets; The user attribute information includes information on the membership level according to the amount of membership fee for the portal site. Including, The first content is constructed according to the attribute information and the occupation-related information of the user. Further comprising a content construction unit, The content construction unit constructs the content according to the attribute information of the user and the asset-related information. Item 3. The information processing device according to item 1 or 2, which constructs second content.
[0158] (Item 6) The content construction unit constructs a previous content based on the attribute information and the occupation-related information of the user. The plurality of link information included in the first content constructed according to membership level Among them, link information to be displayed in the first link area is selected with relative emphasis. Then, based on the user's attribute information and the asset-related information, The second content is constructed so that the link information is relatively emphasized from the plurality of link information included in the second content. 6. The information processing device according to item 5, wherein the link information to be displayed in the second link area is selected by .
[0159] (Item 7) Previous link information for each of the first link areas of the portal sites Based on the information about the access of each user, a plurality of pieces of link information or a plurality of pieces of A ranking unit that performs ranking of one support business operator is further provided, The ranking unit ranks each of the second link areas of the portal sites. The plurality of links are selected based on information regarding each user's access to the link information. Execute a ranking of the information or a plurality of the second support businesses; The display control unit displays the attribute information, the occupation-related information, and the asset-related information of the user. and displaying the ranking results on the terminals of the plurality of users without relying on information from the users. Item 5. An information processing device according to item 5.
[0160] (Item 8) Click information on the link information and / or access information based on the link information The first content and / or the second content are accessed according to information on the time spent on the accessed page. Item 1 or 2, further comprising a content construction unit that reconstructs the second content. The information processing device.
[0161] (Item 9) The user information is registered by the user on a specific site operated by a specific business operator. If the information includes information indicating that the user is a user of the service, the preferential treatment setting unit that sets preferential treatment information for the user is updated. In preparation for The preferential treatment information is a point managed by the specific site that is sent to the portal site. information indicating that the service can be used in the area where the service is available, information indicating that the service is discounted, and At least one of the information indicating that information that cannot be viewed at the member level can be viewed exceptionally 3. The information processing device according to item 1 or 2, including one piece of information.
[0162] (Item 10) When registering as a member of the portal site, the user is registered with the specific site. a member registration unit that acquires information indicating whether or not If information indicating that the user is not registered with the specific site is obtained, and a guidance processing unit that executes a process of guiding the user to register at a designated site. Information processing device.
[0163] (Item 11) The chatbot collects attribute information of the user, occupation-related information about the user's occupation, and asset-related information regarding the user's assets. Gather, Based on the collected information and the existing user information, the chatbot , executing a first introduction process and / or a second introduction process; The first introduction process includes: a plurality of the first support businesses; a plurality of the second support businesses; and A process of selecting a referral destination for the user from among specially authorized businesses having special authority. the law of nature, The special authority is to grant access to the plurality of first support businesses and the plurality of second support businesses. The right to access the The second introduction process includes: The plurality of link information relating to the plurality of second support businesses and the link information relating to the special authority business Item 1 or item 2 is a process of selecting a destination to be introduced to the user from among the link information provided. 2. An information processing device according to
[0164] (Item 12) The chatbot collects attribute information of the user, occupation-related information about the user's occupation, and asset-related information regarding the user's assets. Gather, Based on the collected information and the existing user information, the chatbot providing information indicating a support proposal for the user's occupation or assets to the user's terminal; , Based on the response content from the terminal of the user regarding the proposal, the chatbot Therefore, information indicating that the user is requested to provide additional information is sent to the user's terminal. Provided at the end, The additional information includes attribute information of the user, occupation-related information about the user's occupation, and and at least one of asset-related information relating to the asset of the user, The collected information and information different from the existing user information, as described in item 1 or 2 Information processing device.
[0165] (Item 13) The display control unit acquires information indicating the user's needs for occupational support. a first user interface for identifying the user's need for assistance with the assets; a second user interface for acquiring information indicating the user's needs, on the user's terminal; , based on information indicating the user's needs acquired via the first user interface a content construction unit that reconstructs the first content based on the content; The content construction unit is configured to: Item 1 or Item 2, and reconstructing the second content based on information indicating the user's needs. The information processing device described in
[0166] (Item 14) Information that uses user information that indicates information about users who meet specific conditions regarding their occupation or assets A method of providing, a portal site including personalized content according to the user information; displaying the information on a user's terminal; The portal site: A page about a first support provider that provides services to support the user regarding their occupation a first link area displaying first content including a plurality of links to the A page about a second support business that provides services to support the user regarding assets. a second link area for displaying second content including a plurality of links to the Law.
[0167] (Item 15) Processing using user information that indicates information about users who meet specific conditions regarding their occupation or assets A computer program that causes a computer to execute the following: The computer includes content personalized according to the user information. Execute a step of displaying a portal site on the user's terminal; The portal site: A page about a first support provider that provides services to support the user regarding their occupation a first link area displaying first content including a plurality of links to the A page about a second support business that provides services to support the user regarding assets. a second link area for displaying second content including a plurality of links to the Program. [Explanation of symbols]
[0168] 10 Information processing device, 60 Portal site, 111 Display control unit, 112 Content 113 Preferential Treatment Setting Department, 114 Member Registration Department, 115 Guidance Processing Department, 116 Indexing unit, 120 storage unit, 611 first link area, 612 first content, 61 3 Link information, 621 Second link area, 622 Second content, 623 Link information Information
Claims
1. An information processing device that processes a plurality of pieces of user information each indicating information of a plurality of users, a display control unit that displays a portal site including content personalized according to the user information on the user's terminal; The content creation department, A preferential treatment setting unit, The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, the content construction unit constructs the content according to the member level information and information on the user's occupation or assets; the preferential treatment setting unit sets preferential treatment information for the user when the user information includes information indicating that the user is registered with a specific site operated by a specific business operator; The preferential information includes at least one of information indicating that points managed by the specific site can be used on the portal site, information indicating that fees are discounted, and information indicating that information that cannot be viewed at the user's membership level can be viewed as an exception.
2. An information processing device that processes a plurality of pieces of user information each indicating information of a plurality of users, a display control unit that displays a portal site including content personalized according to the user information on the user's terminal; a content construction unit, The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, the content construction unit constructs the content according to the member level information and information on the user's occupation or assets; Collecting at least one of attribute information of the user and information on the user's occupation or assets by a chatbot; Based on the collected information and the existing user information, the chatbot provides information to the user's terminal indicating a proposal for assistance regarding the user's occupation or assets; Based on a response from the user's terminal regarding the proposal, the chatbot provides information to the user's terminal indicating that the user is requested to provide additional information; An information processing device, wherein the additional information is at least one of attribute information of the user and information regarding the user's occupation or assets, and includes information different from the collected information and the existing user information.
3. An information processing device that processes a plurality of pieces of user information each indicating information of a plurality of users, a display control unit that displays a portal site including content personalized according to the user information on the user's terminal; a content construction unit, The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, the content construction unit constructs the content according to the member level information and information on the user's occupation or assets; the link information is link information to a page related to a support provider that provides a service to support the user regarding a job or assets, Collecting at least one of attribute information of the user and information on the user's occupation or assets by a chatbot; executes a first introduction process and / or a second introduction process by the chatbot based on the collected information and the existing user information; The first introduction process is a process of selecting an introduction destination for the user from among the plurality of support businesses and special authority businesses having special authority, The special authority is an authority to access a plurality of the support businesses, The second introduction process is a process of selecting an introduction destination for the user from among the plurality of link information related to the plurality of support businesses and the link information related to the special authority business.
4. The information processing device according to claim 1 , wherein the service represents a service that executes part of a function of a family office.
5. The user meets certain conditions, the specific condition is that the user has a medical license or a dental license; the user information includes information about the user's career stage, The information processing device according to claim 1 , wherein the content construction unit constructs the content in accordance with the career stage.
6. The user meets certain conditions, the specific condition is that the user has a medical license or a dental license; The user information includes information on the user's alma mater and / or information on the occupations of members of the user's family, The information processing device according to claim 1 , wherein the content construction unit constructs the content according to the alma mater and / or the occupation of the member.
7. 3. The information processing device according to claim 1, wherein the display control unit displays on the portal site, in a relatively emphasized manner, link information selected from among the plurality of link information contained in the content constructed according to the membership level based on the user's attribute information or information regarding the user's occupation or assets.
8. the link information is link information to a page related to a support provider that provides a service to support the user regarding a job or assets, a ranking unit that ranks the plurality of link information or the plurality of support businesses based on information regarding access by the users to the plurality of link information of the plurality of contents on the plurality of portal sites; The information processing device according to claim 1 , wherein the display control unit displays the ranking results on the terminals of the plurality of users without relying on information about the membership level.
9. 3. The information processing device according to claim 1, wherein the content construction unit reconstructs the content in accordance with information on clicks on the link information and / or information on a stay time on the page accessed based on the link information.
10. a member registration unit that acquires, when registering as a member to the portal site, information indicating whether the user has registered with the specific site; The information processing device according to claim 1 , further comprising: a guidance processing unit that, when acquiring information indicating that the user is not registered with the specific site, executes a process of guiding the user to register with the specific site.
11. the display control unit displays, on the user's terminal, a user interface for acquiring information indicating the user's needs for support regarding occupation or assets; The information processing apparatus according to claim 1 , wherein the content construction unit reconstructs the content based on information indicating the user's needs acquired via the user interface.
12. An information providing method using user information indicating user information, a step of displaying, by a computer, a portal site including content personalized according to the user information on a terminal of the user; The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, The computer constructs the content according to the member level information and information about the user's occupation or assets; If the user information includes information indicating that the user is registered with a specific site operated by a specific business operator, the computer sets preferential treatment information for the user; An information providing method in which the preferential information includes at least one of information indicating that points managed by the specific site can be used on the portal site, information indicating a discount on fees, and information indicating that information that cannot be viewed at the user's membership level can be viewed as an exception.
13. An information providing method utilizing user information indicating user information, comprising: a step of displaying, by a computer, a portal site including content personalized according to the user information on a terminal of the user; The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, The computer constructs the content according to the member level information and information about the user's occupation or assets; Collecting at least one of attribute information of the user and information on the user's occupation or assets by a chatbot; Based on the collected information and the existing user information, the chatbot provides information to the user's terminal indicating a proposal for assistance regarding the user's occupation or assets; Based on a response from the user's terminal regarding the proposal, the chatbot provides information to the user's terminal indicating that the user is requested to provide additional information; An information providing method, wherein the additional information is at least one of the user's attribute information and information regarding the user's occupation or assets, and includes information that is different from the collected information and the existing user information.
14. An information providing method utilizing user information indicating user information, comprising: a step of displaying, by a computer, a portal site including content personalized according to the user information on a terminal of the user; The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, The computer constructs the content according to the member level information and information about the user's occupation or assets; the link information is link information to a page related to a support provider that provides a service to support the user regarding a job or assets, Collecting at least one of attribute information of the user and information on the user's occupation or assets by a chatbot; executes a first introduction process and / or a second introduction process by the chatbot based on the collected information and the existing user information; The first introduction process is a process of selecting an introduction destination for the user from among the plurality of support businesses and special authority businesses having special authority, The special authority is an authority to access a plurality of the support businesses, An information providing method, wherein the second introduction process is a process of selecting an introduction destination for the user from among a plurality of link information related to a plurality of the support businesses and link information related to the special authority business.
15. A computer program that causes a computer to execute a process that uses user information indicating user information, causing the computer to execute a step of displaying a portal site including content personalized according to the user information on the user's terminal; The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, causing the computer to construct the content according to the member level information and information on the user's occupation or assets; If the user information includes information indicating that the user is registered with a specific site operated by a specific business operator, causing the computer to set preferential treatment information for the user; A computer program in which the preferential information includes at least one of information indicating that points managed by the specific site can be used on the portal site, information indicating a discount on fees, and information indicating that information that cannot be viewed at the user's membership level can be viewed as an exception.
16. A computer program that causes a computer to execute a process that utilizes user information indicating user information, causing the computer to execute a step of displaying a portal site including content personalized according to the user information on the user's terminal; The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, causing the computer to construct the content according to the member level information and information on the user's occupation or assets; causing a chatbot to collect at least one piece of information among attribute information of the user and information about the user's occupation or assets; Based on the collected information and the existing user information, the chatbot provides information to the user's terminal indicating a support proposal regarding the user's occupation or assets; based on a response from the user's terminal regarding the proposal, the chatbot provides, to the user's terminal, information indicating that the user is requested to provide additional information; A computer program, wherein the additional information includes at least one of the user's attribute information and information regarding the user's occupation or assets, and includes information that is different from the collected information and the existing user information.
17. A computer program that causes a computer to execute a process that utilizes user information indicating user information, causing the computer to execute a step of displaying a portal site including content personalized according to the user information on the user's terminal; The content includes a plurality of link information to pages related to services related to jobs or assets; The user information includes information on a membership level according to the amount of membership fee of the portal site, and information on the user's occupation or assets, causing the computer to construct the content according to the member level information and information on the user's occupation or assets; the link information is link information to a page related to a support provider that provides a service to support the user regarding a job or assets, causing a chatbot to collect at least one piece of information among attribute information of the user and information about the user's occupation or assets; causing the chatbot to execute a first introduction process and / or a second introduction process based on the collected information and the existing user information; The first introduction process is a process of selecting an introduction destination for the user from among the plurality of support businesses and special authority businesses having special authority, The special authority is an authority to access a plurality of the support businesses, The second introduction process is a computer program that selects an introduction destination for the user from among the plurality of link information related to the plurality of support businesses and the link information related to the special authority business.
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