Agent management server, program, and information processing method

Abstract

To provide an agency management server capable of matching a plurality of pieces of management information with a plurality of pieces of customer information. [Solution] The control circuit of the agency management server transmits request information to the customer information management server via a transmission circuit to request a determination as to whether one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the multiple management information stored in the memory circuit of the agency management server, are included in any of the multiple customer information managed by the customer information management server, obtains determination result information from the customer information management server indicating whether one or more first customers or one or more first business contents included in the one or more first management information are included in any of the multiple customer information managed by the customer information management server, and determines whether or not to send the one or more first management information to the customer information management server based on the determination result information.

Description

[Technical Field]

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

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

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

[0004] In the service providing system described in Patent Document 1, when data is acquired from an external service system and stored on the system, for example, the person who inputs data into the agency management system that manages the agency sales by the agency is not necessarily the same person who inputs data into the customer information management system that manages the sales status of the seller who has requested the agency sales. Therefore, it is necessary to ensure consistency between the multiple pieces of management information managed by the agency management system and the multiple pieces of customer information managed by the customer information management system.

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

[0006] The first aspect is The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller, or a plurality of management information items relating to the content of the agency's sales of the one or more types of merchandise sold by the seller, in association with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The control circuit of the agency management server transmitting, via a transmission circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the plurality of management information stored in a memory circuit of the agency management server, are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; This is an agency management server.

[0007] The second aspect is The control circuit of the agency management server when the determination result information indicating that the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server is obtained from the customer information management server, the one or more first management information are not transmitted to the customer information management server; The agency management server according to the first aspect.

[0008] The third aspect is The control circuit of the agency management server when the determination result information indicating that none of the one or more first customers or the one or more first business contents included in the one or more first management information is included in any of the plurality of customer information managed by the customer information management server is obtained from the customer information management server, the one or more first management information is transmitted to the customer information management server; The agent management server according to the first or second aspect.

[0009] The fourth aspect is the agency management server is communicably connected to a seller terminal managed by a seller who sells the one or more types of merchandise; The control circuit of the agency management server when acquiring the determination result information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server, transmitting notification information to the seller terminal by a transmission circuit indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; The agency management server according to any one of the first to third aspects.

[0010] The fifth aspect is the agent management server is communicably connected to an agent terminal managed by the agent, The control circuit of the agency management server when the determination result information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server is acquired, a transmission circuit transmits notification information to the agency terminal indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; The agent management server according to any one of the first to fourth aspects.

[0011] The sixth aspect is The control circuit of the agency management server executing a synchronization process for synchronizing the plurality of pieces of management information stored in a memory circuit of the agency management server with the plurality of pieces of customer information managed by the customer information management server; The agency management server according to any one of the first to fifth aspects.

[0012] The seventh aspect is each of the plurality of pieces of management information includes a plurality of first items; a plurality of synchronization periods are set in accordance with the plurality of first items, The control circuit of the agency management server performing the synchronization process for each of the plurality of first items based on the plurality of synchronization periods; The agency management server according to the sixth aspect.

[0013] The eighth aspect is The control circuit of the agency management server when any of the plurality of pieces of management information is updated, the synchronization process is executed by transmitting the updated one or more pieces of management information to the customer information management server by a transmission circuit. The agency management server according to the sixth or seventh aspect.

[0014] The ninth aspect is The control circuit of the agency management server When any of the plurality of pieces of customer information is updated, the synchronization process is executed by acquiring the updated one or more pieces of customer information from the customer information management server. The agency management server according to the seventh or eighth aspect.

[0015] The tenth aspect is each of the plurality of pieces of management information includes a plurality of first items; each of the plurality of pieces of customer information includes a plurality of second items; The control circuit of the agency management server acquiring correspondence relationship information indicating a correspondence relationship between the plurality of second items and the plurality of first items; In the synchronization process, a transmission circuit transmits the one or more pieces of management information obtained by converting the plurality of first items included in the one or more pieces of updated management information into the plurality of second items based on the correspondence relationship information to the customer information management server. The agency management server according to the eighth aspect.

[0016] The 11th aspect is each of the plurality of pieces of management information includes a plurality of first items; each of the plurality of pieces of customer information includes a plurality of second items; The control circuit of the agency management server acquiring correspondence relationship information indicating a correspondence relationship between the plurality of second items and the plurality of first items; In the synchronization process, the one or more pieces of updated customer information are acquired from the customer information management server, and the one or more pieces of management information are updated by converting the plurality of second items of the one or more pieces of updated customer information into the plurality of first items based on the correspondence relationship information. The agency management server according to any one of the eighth to tenth aspects.

[0017] The 12th aspect is each of the plurality of pieces of management information includes a plurality of first items; each of the plurality of pieces of customer information includes a plurality of second items; The control circuit of the agency management server acquiring correspondence relationship information indicating a correspondence relationship between the plurality of second items and the plurality of first items; when the determination result information indicating that none of the one or more first customers or the one or more first business contents included in the one or more first management information is included in any of the plurality of customer information managed by the customer information management server is obtained from the customer information management server, transmitting the one or more first management information in which the plurality of first items have been converted into the plurality of second items based on the correspondence relationship information to the customer information management server by a transmitting circuit; The agency management server according to any one of the first to eleventh aspects.

[0018] The 13th aspect is The control circuit of the agency management server when acquiring the determination result information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server, assigning an identifier to the one or more first management information indicating that the one or more first customers or the one or more first business details included in the one or more first management information overlap with the plurality of customer information managed by the customer information management server; The agency management server according to any one of the first to twelfth aspects.

[0019] The fourteenth aspect is the agent management server is communicably connected to an agent terminal managed by the agent, The control circuit of the agency management server Acquire input information corresponding to management information from the agent terminal; storing the input information in a storage circuit of the agency management server as management information in association with the first account of the seller; The agency management server according to any one of the first to thirteenth aspects.

[0020] The 15th aspect is each of the plurality of pieces of management information includes one or more specific items; the request information is information requesting a determination as to whether or not the one or more specific items included in each of the one or more first management information are included in any of the plurality of pieces of customer information managed by the customer information management server, The determination result information is information indicating whether or not the one or more specific items included in each of the one or more first management information are included in any of the plurality of customer information managed by the customer information management server. The agency management server according to any one of the first to fourteenth aspects.

[0021] The 16th aspect is The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, Each of the plurality of pieces of management information is associated with a first account of the seller, and the plurality of pieces of management information is related to a plurality of customers managed by an agent who acts as an agent for the one or more types of merchandise sold by the seller, or the business content is the content of the agent's agent sales of the one or more types of merchandise sold by the seller, a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The control circuit of the agency management server transmitting, via a transmitting circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information that is at least a part of the plurality of management information are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; This is an agency management server.

[0022] The 17th aspect is The program is executed on an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller, or a plurality of management information items relating to the content of the agency's sales of the one or more types of merchandise sold by the seller, in association with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The program is installed in a control circuit of the agency management server. transmitting, via a transmission circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the plurality of management information stored in a memory circuit of the agency management server, are included in any of the plurality of customer information managed by the customer information management server; obtain, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; It is a program.

[0023] The 18th aspect is The information processing method is executed in an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller, or a plurality of management information items relating to the content of the agency's sales of the one or more types of merchandise sold by the seller, in association with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; In the information processing method, the control circuit of the agency management server transmitting, via a transmission circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the plurality of management information stored in a memory circuit of the agency management server, are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; It is an information processing method.

[0024] The 19th aspect is The program is executed on an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, Each of the plurality of pieces of management information is associated with a first account of the seller, and the plurality of pieces of management information is related to a plurality of customers managed by an agent who acts as an agent for the one or more types of merchandise sold by the seller, or the business content is the content of the agent's agent sales of the one or more types of merchandise sold by the seller, a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The program is installed in a control circuit of the agency management server. transmitting, via a transmitting circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information that is at least a part of the plurality of management information are included in any of the plurality of customer information managed by the customer information management server; obtain, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; It is a program.

[0025] The 20th aspect is The information processing method is executed in an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to a plurality of customers managed by a seller who sells one or more types of merchandise, Each of the plurality of pieces of management information is associated with a first account of the seller, and the plurality of pieces of management information is related to a plurality of customers managed by an agent who acts as an agent for the one or more types of merchandise sold by the seller, or the business content is the content of the agent's agent sales of the one or more types of merchandise sold by the seller, a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; In the information processing method, the control circuit of the agency management server transmitting, via a transmitting circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information that is at least a part of the plurality of management information are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; It is an information processing method. [Effects of the Invention]

[0026] According to the present disclosure, in a system that includes an agency management server that stores multiple pieces of management information and a customer information management server that stores multiple pieces of customer information, it is possible to ensure consistency between the multiple pieces of management information and the multiple pieces of customer information. [Brief explanation of the drawings]

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[0044] The network interface 216 controls communication between the agent terminal 210-1 and external devices. The external devices are the agent management server 110 and the authentication server 610.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[0064] The control circuit 112 includes, as functional blocks, a request information transmission control means 121, a judgment result information acquisition means 122, a transmission necessity determination means 123, a transmission mode determination means 124, a management information transmission control means 125, a notification information transmission control means 126, an account information acquisition means 127, an account information transmission control means 128, a synchronization means 129, a correspondence information acquisition means 130, a customer information acquisition means 131, a management information update means 132, an identifier assignment means 133, a management information storage control means 134, and an input information acquisition means 135.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

[0093] The link indicates whether the project information I11 is linked to the negotiation information I21 to synchronize with the negotiation information I21 described later. ID2 is the ID of the negotiation information I21 linked to the project information I11.

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

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

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

[0097] ID2 is the ID of the negotiation information I21. The negotiation name is the name of the negotiation. The update date and time is the date and time when the negotiation information I21 was registered in the negotiation management table, or the date and time when the negotiation information I21 was updated. The phase is the progress of the negotiation. Phases include, for example, "Introduced," "Contracted," and "Payment Made." "Introduced" indicates that the customer was introduced to seller B-1. "Contracted" means that the customer has purchased seller B-1's product (product name XXXYYY). "Payment Made" means that the customer has paid seller B-1 for the product. Note that for seller B-1, the phases may include "New," "Scheduling," "Negotiations in progress," "Closed," "Commission established," and "Not accepted" in addition to "Introduced," "Contracted," and "Payment Made."

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

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

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

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

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

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

[0104] Furthermore, at least a portion of the project information I11 (management information I1) and the plurality of pieces of first customer management information I12 (management information I1) registered by the agent P-1 in the project management table and the first customer management table may overlap with the plurality of pieces of project information I21 (customer information I2) and the plurality of pieces of second customer management information I22 (customer information I2) recorded in the negotiation management table and the second customer management table. For example, if the negotiation information I21 of a customer for whom seller B-1 is already conducting sales activities is registered in the negotiation management table, there is a possibility that the project information I11 relating to a customer that overlaps with the customer for whom seller B-1 is already conducting sales activities may be registered in the project table for sales agency purposes. In this case, the project information I11 (management information I1) and the plurality of pieces of first customer management information I12 (management information I1) registered by the agent P-1 in the project management table and the first customer management table do not need to be recorded in the negotiation management table and the second customer management table. Therefore, the system 1 performs the following processes (1) to (4). (1) Login process (2) Mapping process (3) Registration process (4) Synchronization process

[0105] In the login process (1), the seller B-1 logs in to the customer information management server 510. The customer information management server 510 issues an access token.

[0106] In the mapping process (2), the control circuit 112 of the agency management server 110 acquires correspondence information I4 indicating the correspondence between multiple first items K1 contained in the case information I11 (management information I1) stored in the agency management server 110 and multiple second items K2 contained in the negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0107] In the registration process (3), input information I3 entered by the agent P-1 is registered as project information I11 (management information I1) in the project management table and the first customer management table. At this time, the control circuit 112 of the agency management server 110 causes the customer information management server 510 to determine whether the customer information management server 510 stores one or more pieces of negotiation information I21 (customer information I2) containing a customer name that matches a customer name included in the project information I11 (management information I1). If the customer information management server 510 stores one or more pieces of negotiation information I21 (customer information I2) containing a customer name that matches a customer name included in the project information I11 (management information I1), the control circuit 112 of the agency management server 110 does not cause the customer information management server 510 to register the project information I11 (management information I1). On the other hand, if the customer information management server 510 does not store one or more pieces of negotiation information I21 (customer information I2) containing a customer name that matches the customer name contained in the case information I11 (management information I1), the control circuit 112 of the agency management server 110 registers the case information I11 (management information I1) in the customer information management server 510.

[0108] In the synchronization process (4), when multiple pieces of project information I11 (management information I1) stored in the memory circuit 114 of the agency management server 110 are linked with multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510, the control circuit 112 (synchronization means 129) of the agency management server 110 executes synchronization process to synchronize the multiple pieces of project information I11 (management information I1) with the multiple pieces of negotiation information I21 (customer information I2). The control circuit 112 of the agency management server 110 compares the update dates and times of the multiple pieces of project information I11 (management information I1) with the update dates and times of the multiple pieces of negotiation information I21 (customer information I2). When any of the multiple pieces of negotiation information I21 (customer information I2) is updated, the control circuit 112 of the agency management server 110 acquires the updated one or more pieces of negotiation information I21 (customer information I2) and updates one or more pieces of project information I11 (management information I1) using the updated one or more pieces of negotiation information I21 (customer information I2). When any of the multiple pieces of project information I11 (management information I1) is updated, the control circuit 112 of the agency management server 110 causes the customer information management server 510 to update one or more pieces of negotiation information I21 (customer information I2) using the updated one or more pieces of project information I11 (management information I1).

[0109] (1) Login process Next, details of the login process will be described with reference to the drawings. Fig. 13 is a flowchart showing the login process executed by the control circuit 312 of the seller terminal 310-1, the control circuit 112 of the agency management server 110, and the control circuit 612 of the authentication server 610.

[0110] When the control circuit 112 of the agency management server 110 reads out the programs PG stored in the memory circuit 114, these programs PG cause the control circuit 112 of the agency management server 110 to execute the operations described below. The programs PG cause the control circuit 112 of the agency management server 110 to execute request information transmission control means 121, judgment result information acquisition means 122, transmission necessity determination means 123, transmission mode determination means 124, management information transmission control means 125, notification information transmission control means 126, account information acquisition means 127, account information transmission control means 128, synchronization means 129, correspondence information acquisition means 130, customer information acquisition means 131, management information update means 132, identifier assignment means 133, management information storage control means 134, and input information acquisition means 135. In addition, the information processing method causes the control circuit 112 of the agency management server 110 to execute a request information transmission control means 121, a judgment result information acquisition means 122, a transmission necessity determination means 123, a transmission mode determination means 124, a management information transmission control means 125, a notification information transmission control means 126, an account information acquisition means 127, an account information transmission control means 128, a synchronization means 129, a correspondence information acquisition means 130, a customer information acquisition means 131, a management information update means 132, an identifier assignment means 133, a management information storage control means 134, and an input information acquisition means 135.

[0111] Seller B-1 (L Corporation) has multiple first accounts. The multiple first accounts are accounts of seller B-1 in the agency management server 110. The multiple first accounts are assigned to multiple agents P-1 to PN who act as sales agents for one or more products sold by seller B-1. Therefore, when agency terminals 110-1 to 110-N access agency management server 110, agency terminals 110-1 to 110-N log in using the first accounts.

[0112] In addition, seller B-1 has a second account. The multiple second accounts are seller B-1's accounts in the customer information management server 510. Therefore, through the following process, seller B-1's second account in the customer information management server 510 is associated with seller B-1's first account in the agency management server 110.

[0113] The seller B-1 operates the operation unit 326 of the seller terminal 310-1 to input information about the first account held by the seller B-1 (first account information). The first account information includes the first account and the first password. As a result, the control circuit 212 of the seller terminal 310-1 acquires the first account information (step S1).

[0114] Next, the control circuit 312 of the seller terminal 310-1 transmits the first account information to the agency management server 110 (step S2). In response, the network interface 116 of the agency management server 110 receives the first account information and outputs the first account information to the control circuit 112. As a result, the control circuit 112 (account information acquisition means 127) of the agency management server 110 acquires the first account information including the first account from the seller terminal 310-1 (step S101).

[0115] Next, the control circuit 112 of the agency management server 110 executes login processing based on the first account information (step S102). More specifically, the memory circuit 114 of the agency management server 110 stores multiple combinations of first accounts and first passwords. The control circuit 112 of the agency management server 110 determines whether the first account and first password included in the first account information exist among the multiple combinations of first accounts and first passwords stored in the memory circuit 114. If the first account and first password included in the first account information exist among the multiple combinations of first accounts and first passwords stored in the memory circuit 114, the control circuit 112 of the agency management server 110 permits seller B-1 to log in to the agency management server 110.

[0116] Next, the control circuit 112 of the agency management server 110 transmits second account request information to the seller terminal 310-1 via the network interface 116 (step S103). The second account request information is information for requesting second account information from seller B-1. The second account information includes a second account and a second password. In response, the network interface 316 of the seller terminal 310 receives the second account request information and outputs the second account request information to the control circuit 312. As a result, the control circuit 312 of the seller terminal 310 obtains the second account request information including the second account from the agency management server 110 (step S3).

[0117] Next, the seller B-1 operates the operation unit 326 of the seller terminal 310-1 to input information about the second account held by the seller B-1 (second account information). The second account information includes the second account and the second password. As a result, the control circuit 212 of the seller terminal 310-1 acquires the second account information (step S4).

[0118] Next, the control circuit 312 of the seller terminal 310-1 transmits the second account information to the agency management server 110 (step S5). In response, the network interface 116 of the agency management server 110 receives the second account information and outputs the second account information to the control circuit 112. As a result, the control circuit 112 (account information acquisition means 127) of the agency management server 110 acquires the second account information including the second account from the seller terminal 310-1 (step S104).

[0119] Next, the control circuit 112 (account information transmission control means 128) of the agency management server 110 transmits the second account information to the authentication server 610 (customer information management server) via the network interface 116 (transmission circuit) (step S105). In response, the network interface 616 of the authentication server 610 receives the second account information and outputs the second account information to the control circuit 612. As a result, the control circuit 612 of the authentication server 610 acquires the second account information (step S201).

[0120] Next, the control circuit 612 of the authentication server 610 executes a login process based on the second account information (step S202). More specifically, the storage circuit 614 of the authentication server 610 stores a plurality of combinations of second accounts and second passwords. The control circuit 612 of the authentication server 610 determines whether the second account and second password included in the second account information are present among the plurality of combinations of second accounts and second passwords stored in the storage circuit 614. If the second account and second password included in the second account information are present among the plurality of combinations of second accounts and second passwords stored in the storage circuit 614, the control circuit 612 of the authentication server 610 permits the seller B-1, who has the second account, to log in to the customer information management server 510.

[0121] Next, the control circuit 612 of the authentication server 610 issues an access token to the second account included in the second account information (step S203). The control circuit 612 of the authentication server 610 transmits the access token to the agency management server 110 via the network interface 616 (step S204). In response, the network interface 116 of the agency management server 110 receives the access token and outputs the access token to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 acquires the access token (step S106).

[0122] Next, the control circuit 112 of the agency management server 110 registers the access token (step S107). Specifically, the control circuit 112 of the agency management server 110 associates the access token with the first account of the agency P-1. As a result, the agency terminal 210-1, to which the first account is assigned, can use the access token to access the multiple pieces of business negotiation information I21 (customer information I2) and multiple pieces of second customer management information I22 (customer information I2) for the seller B-1 stored in the customer information management server 510 via the API server 410. This completes the login process (1). In the mapping process (2), the registration process (3), and the synchronization process (4), the access token is used to perform communication between the API server 410 and the customer information management server 510.

[0123] (2) Mapping process Next, the mapping process will be described in detail with reference to the drawings. Fig. 14 is a flowchart showing the mapping process executed by the control circuit 312 of the seller terminal 310-1 and the control circuit 112 of the agency management server 110. Fig. 15 shows an image displayed on the display 320 of the seller terminal 310-1.

[0124] The control circuit 312 of the seller terminal 310-1 displays the mapping input image shown in FIG. 15 on the display 320 (step S11). The mapping input image shown in FIG. 15 includes a plurality of first items K1 and a plurality of boxes B1. Each of the plurality of boxes B1 corresponds to a plurality of first items K1. The seller B-1 (Corporation A) operates the operation unit 326 of the seller terminal 310-1 to input a plurality of second items K2 corresponding to each of the plurality of first items K1 into the plurality of boxes B1. In this embodiment, seller B-1 inputs multiple second items K2, including the deal name, update date and time, product name, business partner name, business partner contact name, business partner contact email address, referral type, compensation terms, customer name, customer contact name, customer contact email address, compensation amount, phase, and update, into boxes B1 containing multiple first items K1, including the deal name, update date and time, product name, agency name, agency contact name, agency contact email address, referral type, compensation terms, customer name, customer contact name, customer contact email address, compensation amount, progress, and update. Seller B-1 may input the multiple second items K2 by typing characters or by selecting options from pull-down menus provided in the multiple boxes B1. As a result, the control circuit 312 of seller terminal 310-1 acquires correspondence information I4 indicating the correspondence between the multiple first items K1 and the multiple second items K2 (step S12).

[0125] Next, the control circuit 312 of the seller terminal 310-1 transmits the correspondence information I4 to the agency management server 110 via the network interface 216 (step S13). In response, the network interface 116 of the agency management server 110 receives the correspondence information I4 and outputs the correspondence information I4 to the control circuit 112. As a result, the control circuit 112 (correspondence information acquisition means 130) of the agency management server 110 acquires the correspondence information I4 indicating the correspondence between the multiple first items K1 and the multiple second items K2 (step S111).

[0126] The control circuit 112 of the agency management server 110 registers the correspondence information I4 in the correspondence table shown in Fig. 12 (step S112), thereby completing the mapping process (2).

[0127] (3) Registration process Next, details of the registration process will be described with reference to the drawings. Figures 16 to 18 are flowcharts of the registration process executed by the control circuit 212 of the agent terminal 210-1, the control circuit 112 of the agent management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510. Figures 19 and 20 show images displayed on the display 220 of the agent terminal 210-1.

[0128] The control circuit 212 of the agency terminal 210-1 displays the input information input image shown in FIG. 19 on the display 220 (step S21). The input information input image shown in FIG. 19 includes a plurality of boxes B2. The agency P-1 (L Corporation) operates the operation unit 226 of the agency terminal 210-1 to input a plurality of first items K1 into each of the plurality of boxes B2. In this embodiment, the agency P-1 (L Corporation) inputs a plurality of first items K1 as follows: Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced Address: Tokyo Phone number: 03··· URL:http: / / www### Annual sales: 23456

[0129] The input of the multiple first items K1 may be performed by the agent P-1 entering characters, or by the user selecting an option from a pull-down menu provided in multiple boxes B2. As a result, the control circuit 212 of the agent terminal 210-1 acquires input information I3 corresponding to the case information I11 (management information I1) including the multiple first items K1 (step S22).

[0130] Next, the control circuit 212 of the agency terminal 210-1 transmits the input information I3 to the agency management server 110 via the network interface 216 (step S23). In response, the network interface 116 of the agency management server 110 receives the input information I3 and outputs the input information I3 to the control circuit 112. As a result, the control circuit 112 (input information acquisition means 135) of the agency management server 110 acquires the input information I3 corresponding to the case information I11 (management information I1) that includes multiple first items K1 (step S121).

[0131] Next, the control circuit 112 of the agency management server 110 registers the input information I3 as project information I11 and first customer management information I12 (management information I1) in the project management table shown in FIG. 8 and the first customer management table shown in FIG. 9 (step S122). More specifically, the control circuit 112 (management information storage control means 134) of the agency management server 110 associates the input information I3 with the first account of seller B-1 (A Company) and stores it in the storage circuit 114 of the agency management server 110 as project information I11 (management information I1) and first customer management information I12 (management information I1). Hereinafter, the management information I1 registered in step S122 will be referred to as first management information I101. In this embodiment, the control circuit 112 of the agency management server 110 records multiple first items K1 in each of the multiple first item K1 columns of the project management table of seller B-1 (A Company) as follows: However, at this stage, nothing is recorded in the ID2 column. Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced

[0132] Furthermore, the control circuit 112 of the agency management server 110 records a plurality of first items K1 in each of the plurality of first item K1 columns of the first customer management table of seller B-1 (A Corporation) as follows: Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Address: Tokyo Phone number: 03··· URL:http: / / www### Annual sales: 23456

[0133] Next, the control circuit 112 of the agency management server 110 generates request information I5 based on the input information I3 (step S123). The request information I5 is information for requesting a determination as to whether one or more first customers included in one or more pieces of project information I11 (management information I1) and one or more pieces of first customer management information I12 (management information I1), which are at least a part of the plurality of pieces of project information I11 (management information I1) and the plurality of pieces of first customer management information I12 (management information I1), stored in the memory circuit 114 of the agency management server 110, are included in any of the plurality of pieces of business negotiation information I21 (customer information I2) and the plurality of pieces of second customer management information I22 (customer information I2) managed by the customer information management server 510. In the following, a state in which one or more first customers included in one or more pieces of case information I11 (first management information I101) and one or more pieces of first customer management information I12 (first management information I101), which are at least a part of the multiple pieces of case information I11 (management information I1) and multiple pieces of first customer management information I12 (management information I1) stored in the memory circuit 114 of the agency management server 110, are included in any of the multiple pieces of negotiation information I21 (customer information I2) and multiple pieces of second customer management information I22 (customer information I2) managed by the customer information management server 510, is referred to as an overlap state.

[0134] Here, the first management information I101 is the project information I11 (management information I1) or the first customer management information I12 (management information I1) registered in step S122. Therefore, the first customer is M Corporation. In this embodiment, the request information I5 is information for requesting a determination as to whether the negotiation information I21 (customer information I2) or the second customer management information I22 (customer information I2) including the first customer, M Corporation, has already been registered in the negotiation management table shown in FIG. 10 or the second customer management table shown in FIG. 11. The overlap state in this embodiment is a state in which the negotiation information I21 (customer information I2) or the second customer management information I22 (customer information I2) including the first customer, M Corporation, has already been registered in the negotiation management table shown in FIG. 10 or the second customer management table shown in FIG. 11.

[0135] Furthermore, to determine whether a duplicate state has occurred, as shown in FIG. 8, each of the multiple pieces of project information I11 (management information I1) and the multiple pieces of first customer management information I12 (management information I1) includes one or more specific items KK. In this embodiment, the one or more specific items KK are customer names. In other words, in this embodiment, the request information I5 is information requesting a determination as to whether one or more specific items KK included in each of the multiple pieces of project information I11 (management information I1) or the multiple pieces of first customer management information I12 (management information I1) are included in any of the multiple pieces of negotiation information I21 (customer information I2) or multiple pieces of second customer management information I22 (customer information I2) managed by the customer information management server 510. The control circuit 112 of the agency management server 110 generates the request information I5 so that the request information I5 includes the customer name "M Co., Ltd.", which is one or more specific items KK included in the input information I3.

[0136] Next, the control circuit 112 of the agency management server 110 transmits the request information I5 to the API server 410 via the network interface 116 (step S124). In response, the network interface 416 of the API server 410 receives the request information I5 and outputs the request information I5 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the request information I5 (step S301).

[0137] Next, the control circuit 412 of the API server 410 transmits the request information I5 to the customer information management server 510 via the network interface 416 (step S302). At this time, the control circuit 412 of the API server 410 converts the request information I5 into a format suitable for the operation of the customer information management server 510. In this embodiment, the control circuit 412 of the API server 410 generates the request information I5 that causes the customer information management server 510 to determine whether negotiation information I21 containing the customer name "M Corporation" exists in the negotiation management table of the seller B-1 (A Corporation). Furthermore, the control circuit 412 of the API server 410 generates the request information I5 that causes the customer information management server 510 to determine whether second customer management information I22 containing the customer name "M Corporation" exists in the second customer management table of the seller B-1 (A Corporation). Then, the control circuit 412 of the API server 410 transmits the generated request information I5 to the customer information management server 510 via the network interface 416. In this way, in steps S124, S301, and S302, the control circuit 112 (request information transmission control means 121) of the agency management server 110 transmits the request information I5 to the customer information management server 510 via the network interface 116 (transmission circuit).

[0138] In response, the network interface 516 of the customer information management server 510 receives the request information I5 and outputs the request information I5 to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the request information I5 (step S401).

[0139] Next, the control circuit 512 of the customer information management server 510 determines, based on the request information I5, whether the negotiation information I21 (customer information I2) or the second customer management information I22 (customer information I2) including the customer name "M Corporation" has already been registered in the negotiation management table or the second customer management table shown in FIG. 10 (step S402). In this embodiment, the control circuit 512 of the customer information management server 510 determines whether the negotiation information I21 including the customer name "M Corporation," which is one or more specific items KK, exists in the second customer management table of the seller B-1 (A Corporation). Furthermore, the control circuit 512 of the customer information management server 510 determines whether the second customer management information I22 including the customer name "M Corporation," which is one or more specific items KK, exists in the second customer management table of the seller B-1 (A Corporation). In the following, for the sake of simplicity, we will explain the determination of whether or not business negotiation information I21 including the customer name "M Co., Ltd." exists in the second customer management table of seller B-1 (A Co., Ltd.), but will not explain the determination of whether or not second customer management information I22 including the customer name "M Co., Ltd." exists in the second customer management table of seller B-1 (A Co., Ltd.).

[0140] If business negotiation information I21 including the customer name "M Co., Ltd.", which is one or more specific items KK, exists in the second customer management table of seller B-1 (A Co., Ltd.), this process proceeds to step S403. If business negotiation information I21 including the customer name "M Co., Ltd.", which is one or more specific items KK, does not exist in the second customer management table of seller B-1 (A Co., Ltd.), this process proceeds to step S405.

[0141] If the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has already been registered in the negotiation management table shown in FIG. 10, the control circuit 512 of the customer information management server 510 generates determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has already been registered in the negotiation management table shown in FIG. 10 (step S403). In this embodiment, the determination result information I6 indicates whether one or more specific items KK contained in one or more pieces of project information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. Furthermore, in step S403, the control circuit 512 of the customer information management server 510 includes the ID2 of the negotiation information I21 (customer information I2) in the determination result information I6. In this embodiment, the ID2 of the negotiation information I21 (customer information I2) is "3."

[0142] Next, control circuit 512 of customer information management server 510 transmits determination result information I6 to API server 410 via network interface 516 (step S404). In response, network interface 416 of API server 410 receives determination result information I6 and outputs it to control circuit 412. As a result, control circuit 412 of API server 410 acquires determination result information I6 (step S303).

[0143] Next, the control circuit 412 of the API server 410 transmits the determination result information I6 to the agency management server 110 via the network interface 416 (step S304). At this time, the control circuit 412 of the API server 410 converts the determination result information I6 into a format suitable for the operation of the agency management server 110. In response, the network interface 116 of the agency management server 110 receives the determination result information I6 and outputs it to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 obtains the determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has already been registered in the negotiation management table shown in FIG. 10 (step S125). Thus, in step S125, the control circuit 112 (determination result information acquisition means 122) of the agency management server 110 acquires from the customer information management server 510 determination result information I6 indicating whether one or more first customers included in one or more pieces of case information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0144] Next, the control circuit 112 of the agency management server 110 determines that a duplication state has occurred based on the determination result information I6, and decides not to send one or more pieces of case information I11 (first management information I101) to the customer information management server 510 (step S126). Thus, in step S126, the control circuit 112 (transmission necessity determining means 123) of the agency management server 110 determines whether or not to send one or more pieces of case information I11 (first management information I101) to the customer information management server 510 based on the determination result information I6. Then, when determination result information I6 is acquired from the customer information management server 510 indicating that one or more first customers included in one or more pieces of project information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510, the control circuit 112 (transmission necessity determining means 123) of the agency management server 110 does not transmit one or more pieces of project information I11 (first management information I101) to the customer information management server 510. Furthermore, in step S126, the agency management server 110 records ID2 included in the determination result information I6 in the project management table. In this embodiment, "3" is entered in the ID2 field of the project information I11 (first management information I101) whose ID1 is "13". As a result, the project information I11 (first management information I101) is associated with the negotiation information I21 (customer information I2). Furthermore, the control circuit 112 of the agency management server 110 records "Done" in the cooperation column.

[0145] Next, the control circuit 112 of the agency management server 110 generates notification information I7 (step S127). Notification information I7 is information for notifying the agency terminal 210-1 that a duplication state has occurred. In other words, notification information I7 is information for notifying the agency terminal 210-1 that one or more first customers included in one or more pieces of case information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0146] Next, the control circuit 112 (notification information transmission control means 126) of the agency management server 110 transmits the notification information I7 to the agency terminal 210-1 via the network interface 116 (transmission circuit) (step S128). In response, the network interface 216 of the agency terminal 210-1 receives the notification information I7 and outputs the notification information I7 to the control circuit 212. As a result, the control circuit 212 of the agency terminal 210-1 acquires the notification information I7 (step S24). Then, the control circuit 212 of the agency terminal 210-1 displays the notification information I7 on the display 220 (step S25). This allows the agent P-1 to know that the negotiation information I21 including the customer name "M Corporation" is registered in the negotiation management table shown in FIG. 10.

[0147] Next, the control circuit 112 of the agency management server 110 generates notification information I8 (step S129). Notification information I8 is information for notifying the seller terminal 310-1 that a duplication state has occurred. In other words, notification information I8 is information for notifying the seller terminal 310-1 that one or more first customers included in one or more pieces of case information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. The format of notification information I8 is, for example, email.

[0148] Next, the control circuit 112 (notification information transmission control means 126) of the agency management server 110 transmits the notification information I8 to the seller terminal 310-1 via the network interface 116 (transmission circuit) (step S130). In response, the network interface 316 of the seller terminal 310-1 receives the notification information I8 and outputs it to the control circuit 312. As a result, the control circuit 312 of the seller terminal 310-1 acquires the notification information I8 (step S501). Then, the control circuit 312 of the seller terminal 310-1 displays the notification information I8 on the display 320 (step S502). As a result, the seller B-1 can know that the case information I11 (management information I1) that overlaps with the negotiation information I21 containing the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro" has been registered in the case management table shown in FIG. 8.

[0149] 10, the control circuit 512 of the customer information management server 510 generates determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has not already been registered in the negotiation management table shown in FIG. 10 (step S405). That is, the control circuit 512 of the customer information management server 510 generates determination result information I6 indicating that one or more first customers included in one or more pieces of project information I11 (first management information I101), which are at least a part of the multiple pieces of project information I11 (management information I1), are not included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. Furthermore, in step S405, the control circuit 512 of the customer information management server 510 includes ID2 of the negotiation information I21 (customer information I2) in the determination result information I6. In this embodiment, the ID2 of the business negotiation information I21 (customer information I2) is "3."

[0150] Next, control circuit 512 of customer information management server 510 transmits determination result information I6 to API server 410 via network interface 516 (step S406). In response, network interface 416 of API server 410 receives determination result information I6 and outputs it to control circuit 412. As a result, control circuit 412 of API server 410 acquires determination result information I6 (step S305).

[0151] Next, the control circuit 412 of the API server 410 transmits the determination result information I6 to the agency management server 110 via the network interface 416 (step S306). At this time, the control circuit 412 of the API server 410 converts the determination result information I6 into a format suitable for the operation of the agency management server 110. In response, the network interface 116 of the agency management server 110 receives the determination result information I6 and outputs it to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 obtains the determination result information I6 indicating that the negotiation information I21 (customer information I2) containing the customer name "M Corporation" has not already been registered in the negotiation management table shown in FIG. 10 (step S131). Thus, in step S131, the control circuit 112 (determination result information acquisition means 122) of the agency management server 110 acquires from the customer information management server 510 determination result information I6 indicating whether one or more first customers included in one or more pieces of case information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510.

[0152] Next, the control circuit 112 of the agency management server 110 determines, based on the determination result information I6, that no overlapping state has occurred, and decides to send one or more pieces of first management information I101 to the customer information management server 510 (step S132). Thus, in step S131, the control circuit 112 (transmission necessity determining means 123) of the agency management server 110 determines, based on the determination result information I6, whether or not to send one or more pieces of case information I11 (first management information I101) to the customer information management server 510. Furthermore, in step S132, the agency management server 110 records the ID included in the determination result information I6 in the case management table. In this embodiment, "3" is entered in the ID2 column of the case information I11 (first management information I101) whose ID1 is "13". Furthermore, the control circuit 112 of the agency management server 110 records "Completed" in the collaboration column. As a result, the case information I11 (first management information I101) is associated with the negotiation information I21 (customer information I2).

[0153] Next, the control circuit 112 of the agency management server 110 acquires, from the storage circuit 114, the correspondence relationship information I4 (see FIG. 12) indicating the correspondence relationship between the plurality of second items K2 and the plurality of first items K1 (step S133).

[0154] Next, the control circuit 112 of the agency management server 110 generates one or more pieces of case information I11 (first management information I101) by converting the multiple first items K1 into multiple second items K2 based on the correspondence relationship information I4 (step S134). More specifically, the multiple first items K1 of the case information I11 (first management information I101) are as follows: Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced

[0155] The control circuit 112 of the agency management server 110 converts the multiple first items K1 of the case information I11 (first management information I101) into multiple second items K2 based on the correspondence relationship information I4, as shown below. Deal name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced

[0156] Next, the control circuit 112 of the agency management server 110 transmits one or more pieces of project information I11 (first management information I101) to the API server 410 via the network interface 116 (transmission circuit) (step S135). In response, the network interface 416 of the API server 410 receives the one or more pieces of project information I11 (first management information I101) and outputs the one or more pieces of project information I11 (first management information I101) to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the one or more pieces of project information I11 (first management information I101) (step S307).

[0157] Next, the control circuit 412 of the API server 410 transmits one or more pieces of project information I11 (first management information I101) to the customer information management server 510 via the network interface 416 (step S308). At this time, the control circuit 412 of the API server 410 converts the one or more pieces of project information I11 (first management information I101) into a format suitable for operation of the customer information management server 510. Then, the control circuit 412 of the API server 410 transmits the converted one or more pieces of project information I11 (first management information I101) to the customer information management server 510 via the network interface 416. In this way, in steps S135, S307, and S308, the control circuit 112 (management information transmission control means 125) of the agency management server 110 transmits the one or more pieces of project information I11 (first management information I101) to the customer information management server 510 via the network interface 116 (transmission circuit). In response, the network interface 516 of the customer information management server 510 receives one or more pieces of case information I11 (first management information I101) and outputs the one or more pieces of case information I11 (first management information I101) to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the one or more pieces of case information I11 (first management information I101) (step S407).

[0158] Next, the control circuit 512 of the customer information management server 510 registers one or more pieces of project information I11 (first management information I101) as one or more pieces of negotiation information I21 in the negotiation management table shown in FIG. 10 (step S408).

[0159] The control circuit 112 of the agency management server 110 also generates notification information I7 (step S136). The notification information I7 is information for notifying the agency terminal 210-1 that one or more pieces of first management information I101 have been registered as one or more pieces of negotiation information I21 in the negotiation management table shown in FIG.

[0160] Next, the control circuit 112 (notification information transmission control means 126) of the agency management server 110 transmits the notification information I7 to the agency terminal 210-1 via the network interface 116 (transmission circuit) (step S137). In response, the network interface 216 of the agency terminal 210-1 receives the notification information I7 and outputs the notification information I7 to the control circuit 212. As a result, the control circuit 212 of the agency terminal 210-1 acquires the notification information I7 (step S26). Then, the control circuit 212 of the agency terminal 210-1 displays the notification information I7 on the display 220 (step S27). This allows the agent P-1 to know that one or more pieces of project information I11 (first management information I101) have been registered as one or more pieces of negotiation information I21 in the negotiation management table shown in FIG. 10. In addition, the control circuit 212 of the agency terminal 210-1 can display the project management image shown in FIG. 20 on the display 220. The case management image includes one or more pieces of case information I11 (management information I1). The one or more pieces of case information I11 (management information I1) include the first management information I101. This allows the agent P-1 to check the progress of the case.

[0161] (4) Synchronization process Next, the synchronization process will be described in detail with reference to the drawings. Fig. 21 is a flowchart showing the synchronization process executed by the control circuit 112 of the agency management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510.

[0162] The reason for the synchronization process will be explained below. Seller B-1 closes a deal for a product by conducting sales activities with a customer introduced by agent P-1. In this case, seller B-1 operates seller terminal 310-1 to change the phase of the negotiation management table in customer information management server 510. The agent management server 110 synchronizes with customer information management server 510 to change the progress in the case management table. As a result, agent P-1 knows that he will receive a fee from seller B-1.

[0163] Furthermore, when the agent person in charge is changed, the agent P-1 operates the agent terminal 10-1 to change the name of the agent person in charge in the case management table of the agent management server 110. The customer information management server 510 synchronizes with the agent management server 110 to change the name of the business partner in charge in the negotiation management table of the customer information management server 510. As a result, the seller B-1 can know that the business partner in charge has been changed.

[0164] In this way, seller B-1 changes the negotiation information I21 in the negotiation management table. Agent P-1 changes the project information I11 in the project management table. Therefore, it is necessary to ensure consistency between the negotiation information I21 and the project information I11. In other words, when the project information I11 and the negotiation information I21 are linked, the agency management server 110 needs to match the contents of the project information I11 with the contents of the negotiation information I21. Therefore, the system 1 performs the synchronization process described below.

[0165] First, the control circuit 112 of the agency management server 110 determines whether the current time has reached the synchronization timing (step S151). In the system 1, the synchronization process is executed, for example, every five minutes. Therefore, the control circuit 112 of the agency management server 110 determines whether five minutes have passed since the previous synchronization process. If the current time has reached the synchronization timing, the process proceeds to step S152. If the current time has not reached the synchronization timing, the process returns to step S151.

[0166] When the current time reaches the synchronization timing, the control circuit 112 of the agency management server 110 transmits synchronization request information I9 to the API server 410 via the network interface 116 (step S152). The synchronization request information I9 includes the ID2 of one or more pieces of project information I11 (management information I) for which "Completed" is recorded in the collaboration column, from among one or more pieces of project information I11 (management information I) recorded in the project management table (see FIG. 8) of seller B-1 (A Corporation). The synchronization request information I9 is ​​information for requesting the customer information management server 510 for the update date and time of the negotiation information I21 (customer information I2) corresponding to one or more ID2. In response, the network interface 416 of the API server 410 receives the synchronization request information I9 and outputs the synchronization request information I9 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the synchronization request information I9 (step S321).

[0167] Next, the control circuit 412 of the API server 410 transmits the synchronization request information I9 to the customer information management server 510 via the network interface 416 (step S322). At this time, the control circuit 412 of the API server 410 converts the synchronization request information I9 into a format suitable for the operation of the customer information management server 510. In response, the network interface 516 of the customer information management server 510 receives the synchronization request information I9 and outputs the synchronization request information I9 to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the synchronization request information I9 (step S421).

[0168] Next, the control circuit 512 of the customer information management server 510 generates update information I13 by extracting the update dates and times of one or more pieces of negotiation information I21 (customer information I2) for which "Completed" is recorded in the collaboration column from the multiple pieces of negotiation information I21 (customer information I2) recorded in the negotiation management table (see FIG. 10) of seller B-1 (A Corporation) (step S422). Therefore, the update information I13 includes the ID2 and update dates and times of one or more pieces of negotiation information I21.

[0169] Next, the control circuit 512 of the customer information management server 510 transmits the update information I13 to the API server 410 via the network interface 516 (step S423). In response, the network interface 416 of the API server 410 receives the update information I13 and outputs the update information I13 to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the update information I13 (step S323).

[0170] Next, the control circuit 412 of the API server 410 transmits the update information I13 to the agency management server 110 via the network interface 116 (step S324). At this time, the control circuit 412 of the API server 410 converts the update information I13 into a format suitable for operation of the agency management server 110. In response, the network interface 116 of the agency management server 110 receives the update information I13 and outputs the update information I13 to the control circuit 112. As a result, the control circuit 112 of the agency management server 110 acquires the update information I13 (step S153).

[0171] Next, the control circuit 112 of the agency management server 110 identifies one or more pieces of project information I11 (management information I1) and one or more pieces of negotiation information I21 (customer information I2) based on the update information I13 (step S154). More specifically, the control circuit 112 of the agency management server 110 compares the update date and time included in the update information I13 with the update dates and times of the multiple pieces of project information I11 (management information I1) included in the project management table shown in FIG. 8. The control circuit 112 of the agency management server 110 identifies one or more pieces of project information I11 (management information I1) that have an update date and time later than the update date and time included in the update information I13. As a result, the control circuit 112 of the agency management server 110 identifies one or more pieces of project information I11 (management information I1) that have been updated. Furthermore, the control circuit 112 of the agency management server 110 identifies one or more pieces of negotiation information I21 (customer information I2) that have an update date and time later than the update date and time of one or more pieces of project information I11 (management information I1). As a result, the control circuit 112 of the agency management server 110 identifies one or more updated pieces of negotiation information I21 (customer information I2).

[0172] Next, the control circuit 112 of the agency management server 110 converts one or more pieces of project information I11 (management information I1) identified in step S154 based on the correspondence information I4 (step S155). More specifically, the control circuit 112 of the agency management server 110 generates one or more pieces of project information I11 (management information I1) by converting multiple first items K1 into multiple second items K2 based on the correspondence information I4. In this embodiment, the multiple first items K1 of the project information I11 (management information I1) are as shown below. Project name: BBBCCC project Case creation date: 20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced ID2:3

[0173] The control circuit 112 of the agency management server 110 converts the plurality of first items K1 of the case information I11 (management information I1) into a plurality of second items K2 based on the correspondence relationship information I4, as shown below. Deal name: BBBCCC project Negotiation creation date: 20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced ID2:3

[0174] Next, the control circuit 112 of the agency management server 110 transmits one or more pieces of project information I11 (management information I1) to the API server 410 via the network interface 116 (step S156). In response, the network interface 416 of the API server 410 receives one or more pieces of project information I11 (management information I1) and outputs one or more pieces of project information I11 (management information I1) to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires one or more pieces of project information I11 (management information I1) (step S325).

[0175] Next, the control circuit 412 of the API server 410 transmits one or more pieces of case information I11 (management information I1) to the customer information management server 510 via the network interface 416 (step S326). In response, the network interface 516 of the customer information management server 510 receives the one or more pieces of case information I11 (management information I1) and outputs the one or more pieces of case information I11 (management information I1) to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the one or more pieces of case information I11 (management information I1) (step S424).

[0176] Next, the control circuit 512 of the customer information management server 510 updates the negotiation management table (see FIG. 10) for seller B-1 (A Corporation) based on one or more pieces of project information I11 (management information I1) (step S424). More specifically, the control circuit 512 of the customer information management server 510 overwrites one or more pieces of negotiation information I21 that include ID2 (3 in this embodiment) included in one or more pieces of project information I11 (management information I1) with one or more pieces of project information I11 (management information I1). As described above, in steps S155, S156, S325, S326, S424, and S425, when any of the multiple pieces of case information I11 (management information I1) is updated, the control circuit 112 (management information transmission control means 125) of the agency management server 110 performs synchronization processing by transmitting one or more pieces of case information I11 (management information I1) in which the multiple first items K1 contained in the one or more pieces of updated case information I11 (management information I1) have been converted into multiple second items K2 based on the correspondence information I4 to the customer information management server 510 via the network interface 116 (transmission circuit).

[0177] Next, the control circuit 112 of the agency management server 110 generates customer information request information I14 for requesting one or more pieces of negotiation information I21 (customer information I2) identified in step S154 from the customer information management server 510 (step S157). The customer information request information I14 includes the ID2 of the one or more pieces of negotiation information I21 (customer information I2) identified in step S154. The control circuit 112 of the agency management server 110 then transmits the customer information request information I14 to the API server 410 via the network interface 116 (step S158). In response, the network interface 416 of the API server 410 receives the customer information request information I14 and outputs it to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the customer information request information I14 (step S327).

[0178] Next, the control circuit 412 of the API server 410 transmits the customer information request information I14 to the customer information management server 510 via the network interface 416 (step S328). In response, the network interface 516 of the customer information management server 510 receives the customer information request information I14 and outputs the customer information request information I14 to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires the customer information request information I14 (step S426).

[0179] Next, control circuit 512 of customer information management server 510 extracts one or more pieces of negotiation information I21 (customer information I2) corresponding to one or more IDs included in customer information request information I14 from the customer information management table of seller B-1 (A Corporation) (step S427). Then, control circuit 512 of customer information management server 510 transmits one or more pieces of negotiation information I21 (customer information I2) to API server 410 via network interface 516 (step S428). In response, network interface 416 of API server 410 receives one or more pieces of negotiation information I21 (customer information I2) and outputs one or more pieces of negotiation information I21 (customer information I2) to control circuit 412. As a result, control circuit 412 of API server 410 acquires one or more pieces of negotiation information I21 (customer information I2) (step S329).

[0180] Next, the control circuit 412 of the API server 410 transmits one or more pieces of negotiation information I21 (customer information I2) to the agency management server 110 via the network interface 116 (step S330). In response, the network interface 116 of the agency management server 110 receives one or more pieces of negotiation information I21 (customer information I2) and outputs one or more pieces of negotiation information I21 (customer information I2) to the control circuit 112. As a result, the control circuit 112 (customer information acquisition means 131) of the agency management server 110 acquires one or more updated pieces of negotiation information I21 (customer information I2) from the customer information management server 510 (step S159).

[0181] Next, the control circuit 112 of the agency management server 110 acquires the correspondence relationship information I4 (see FIG. 12) stored in the storage circuit 114 (step S160).

[0182] Next, the control circuit 112 of the agency management server 110 converts one or more pieces of negotiation information I21 (customer information I2) acquired in step S159 based on the correspondence information I4 (step S161). More specifically, the control circuit 112 of the agency management server 110 generates negotiation information I21 (customer information I2) by converting multiple second items K2 into multiple first items K1 based on the correspondence information I4. In this embodiment, the multiple second items K2 of the negotiation information I21 (customer information I2) are as follows: Deal name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced

[0183] The control circuit 112 of the agency management server 110 converts the plurality of second items K2 of the negotiation information I21 (customer information I2) into a plurality of first items K1 based on the correspondence relationship information I4, as shown below. Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced

[0184] Next, the control circuit 112 of the agency management server 110 updates the case management table (see FIG. 8) for seller B-1 (A Corporation) based on one or more pieces of negotiation information I21 (customer information I2) (step S161). More specifically, the control circuit 512 of the customer information management server 510 overwrites one or more pieces of negotiation information I11 (i.e., the case information I11 with ID 13) that includes ID 2 (3 in this embodiment) included in one or more pieces of negotiation information I21 (customer information I2) with one or more pieces of negotiation information I21 (negotiation information I21). Thus, in steps S159 to S161, when any of the multiple pieces of negotiation information I21 (customer information I2) is updated, the control circuit 112 (synchronization means 129) of the agency management server 110 executes synchronization processing by obtaining the updated one or more pieces of negotiation information I21 (customer information I2) from the customer information management server 510 via the network interface 116 (transmission circuit). At this time, the control circuit 112 (management information update means 132) of the agency management server 110 converts the multiple second items K2 of the updated one or more pieces of negotiation information I21 (customer information I2) into multiple first items K1 based on the correspondence information I4, thereby updating one or more pieces of project information I11 (management information I1). This completes the synchronization process of (5).

[0185] [effect] The agency management server 110 can match multiple pieces of management information I1 with multiple pieces of customer information I2. More specifically, the control circuit 112 of the agency management server 110 transmits request information I5 to the customer information management server 510 via the network interface 116. The request information I5 is information for requesting a determination as to whether one or more first customers included in one or more pieces of project information I11 (first management information I101), which is at least a portion of the multiple pieces of project information I11 (management information I1), stored in the memory circuit 114 of the agency management server 110, are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. This allows the customer information management server 510 to generate information indicating whether one or more first customers included in each of the one or more pieces of project information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. Therefore, the control circuit 112 of the agency management server 110 can determine whether a duplication state has occurred based on the determination result information I6, and can determine whether or not to send one or more pieces of project information I11 (first management information I101) to the customer information management server 510. Therefore, if a duplication state has occurred, the control circuit 112 of the agency management server 110 does not send one or more pieces of project information I11 (first management information I101) to the customer information management server 510. As a result, the customer information management server 510 does not register the project information I11 (first management information I101) that overlaps with the negotiation information I21 (customer information I2). As a result, the agency management server 110 can reconcile the multiple pieces of management information I1 with the multiple pieces of customer information I2. Furthermore, the control circuit 112 of the agency management server 110 transmits notification information I8 indicating that a duplication state has occurred to the seller terminal 310-1 via the network interface 116. This allows seller B-1 to know that a duplication state has occurred. Therefore, the seller B-1 can know that the agent P-1 is acting as an agent for a customer for whom the seller B-1 is already conducting sales, for example. As a result, the possibility of the sales of the seller B-1 and the sales of the agent P-1 overlapping is reduced.

[0186] Furthermore, if no overlapping state has occurred, the control circuit 112 of the agency management server 110 transmits one or more pieces of project information I11 (first management information I101) to the customer information management server 510. This allows the customer information management server 510 to register the project information I11 (first management information I101) that does not overlap with the negotiation information I21 (customer information I2) as the negotiation information I21 (customer information I2). As a result, the seller B-1 does not need to operate the seller terminal 310 to enter the negotiation information I21 (customer information I2) corresponding to the project information I11 (first management information I101) into the negotiation management table of the customer information management server 510. This allows the customer information management server 510 to centrally manage the negotiation information I21 (customer information I2) for projects for which the agency P-1 is acting as an agent and the negotiation information I21 (customer information I2) for projects for which the agency P-1 is not acting as an agent.

[0187] Furthermore, if no overlapping state has occurred, the control circuit 112 of the agency management server 110 transmits one or more pieces of project information I11 (first management information I101) in which the multiple first items K1 have been converted into multiple second items K2 based on the correspondence relationship information I4 to the customer information management server 510 via the network interface 116. This allows the control circuit 512 of the customer information management server 510 to register the acquired one or more pieces of project information I11 (first management information I101) as one or more pieces of negotiation information I21 (customer information I2) without converting them.

[0188] The request information I5 is information requesting a determination as to whether or not one or more specific items KK included in each of one or more pieces of project information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. The agent management server 110 generates determination result information I6 indicating whether one or more specific items KK included in each of the first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. In response, the agent management server 110 can determine whether an overlapping state has occurred based on the determination result information I6. Therefore, even if multiple first items other than the one or more specific items KK do not overlap with the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510, the agent management server 110 can determine that an overlapping state has occurred. Therefore, for example, if a case name that is not a specific item KK does not overlap with the multiple pieces of negotiation information I21 (customer information I2) and a customer name that is a specific item KK is included in any of the multiple pieces of negotiation information I21 (customer information I2), the agent management server 110 can determine that an overlapping state has occurred. That is, if the important specific item KK is included in any of the multiple pieces of negotiation information I21 (customer information I2), the agency management server 110 can determine that a duplication state has occurred.

[0189] In addition, the control circuit 112 of the agency management server 110 transmits notification information I7 indicating that a conflict has occurred to the agency terminal 210-1 via the network interface 116. This allows the agency P-1 to know that a conflict has occurred. Therefore, the agency P-1 can know, for example, that the agency P-1 is acting as an agent for a customer for whom the seller B-1 is already acting. As a result, the possibility of the sales of the seller B-1 and the sales of the agent P-1 overlapping is reduced.

[0190] Furthermore, the control circuit 112 of the agency management server 110 executes synchronization processing to synchronize the multiple pieces of project information I11 (management information I1) stored in the memory circuit 114 of the agency management server 110 with the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. As a result, the agency management server 110 can ensure consistency between the multiple pieces of project information I11 (management information I1) and the multiple pieces of negotiation information I21 (customer information I2).

[0191] Furthermore, when any of the multiple pieces of project information I11 (management information I1) is updated, the control circuit 112 of the agency management server 110 executes synchronization processing by transmitting the updated one or more pieces of project information I11 (management information I1) to the customer information management server 510 via the network interface 116. This allows the customer information management server 510 to register the updated one or more pieces of project information I11 (management information I1) as one or more pieces of negotiation information I21 (customer information I2). As a result, the agency management server 110 can ensure consistency between the multiple pieces of project information I11 (management information I1) and the multiple pieces of negotiation information I21 (customer information I2).

[0192] Furthermore, when any of the multiple pieces of negotiation information I21 (customer information I2) is updated, the control circuit 112 of the agency management server 110 executes synchronization processing by acquiring the updated one or more pieces of negotiation information I21 (customer information I2) from the customer information management server 510 via the network interface 116. This allows the agency management server 110 to register the updated one or more pieces of negotiation information I21 (customer information I2) as one or more pieces of project information I11 (management information I1). As a result, the agency management server 110 can ensure consistency between the multiple pieces of project information I11 (management information I1) and the multiple pieces of negotiation information I21 (customer information I2).

[0193] Furthermore, in the synchronization process, the control circuit 112 of the agency management server 110 converts the multiple first items K1 included in the updated one or more pieces of project information I11 (management information I1) into multiple second items K2 based on the correspondence relationship information I4, and transmits the converted one or more pieces of project information I11 (management information I1) to the customer information management server 510 via the network interface 116. As a result, in the synchronization process, the control circuit 512 of the customer information management server 510 can register the acquired one or more pieces of project information I11 (management information I1) as one or more pieces of negotiation information I21 (customer information I2) without converting them.

[0194] Furthermore, in the synchronization process, the control circuit 112 of the agency management server 110 acquires one or more updated pieces of negotiation information I21 (customer information I2) from the customer information management server 510, and updates one or more pieces of project information I11 (management information I1) by converting the multiple second items K2 of the updated one or more pieces of negotiation information I21 (customer information I2) into multiple first items K1 based on the correspondence information I4. As a result, in the second synchronization process, the control circuit 512 of the customer information management server 510 can send the one or more pieces of negotiation information I21 (customer information I2) to the agency management server 110 via the network interface 516 without converting them.

[0195] (First Modification) The system 1a according to the first modified example will be described below with reference to the drawings. Fig. 22 shows a case management table. Fig. 23 shows a negotiation management table. Fig. 24 is a flowchart showing the registration process executed by the control circuit 212 of the agency terminal 210-1, the control circuit 112 of the agency management server 110, the control circuit 412 of the API server 410, and the control circuit 512 of the customer information management server 510.

[0196] System 1a differs from system 1 in that even if a duplicate state occurs in step S402 of Fig. 16, the agency management server 110 transmits the case information I11 (management information I1) registered in step S122 to the customer information management server 510. The following describes this difference.

[0197] The multiple pieces of project information I11 included in the project management table shown in Fig. 22 include overlap identifiers indicating whether the multiple pieces of project information I11 overlap with the multiple pieces of negotiation information I21 (customer information I2) stored by the customer information management server 510. Also, the multiple pieces of negotiation information I21 included in the negotiation management table shown in Fig. 23 include overlap identifiers indicating whether the multiple pieces of negotiation information I21 overlap with the multiple pieces of project information I11 (management information I1) stored by the agency management server 110.

[0198] 24 are the same as steps S403, S404, S303, S304, and S125 in FIG. 17, and therefore will not be described again. Based on the determination result information I6, the control circuit 112 of the agency management server 110 determines to send one or more pieces of project information I11 (first management information I101) to which a duplicate identifier has been assigned to the customer information management server 510 (step S151). The duplicate identifier is an identifier indicating that one or more first customers or one or more first business contents (projects) included in one or more pieces of project information I11 (first management information I101) overlap with multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. Therefore, the control circuit 112 (identifier assignment means 133) of the agency management server 110 assigns a duplicate identifier to one or more pieces of case information I11 (first management information I101) and records "Yes" in the duplication column of the one or more pieces of case information I11 (first management information I101). Thus, in step S151, the control circuit 112 (transmission mode determination means 124) of the agency management server 110 determines the mode of transmission of the one or more pieces of case information I11 (first management information I101) to the customer information management server 510 based on the determination result information I6. The transmission mode of the one or more pieces of case information I11 (first management information I101) in this embodiment includes a mode in which a duplicate identifier is assigned to the one or more pieces of case information I11 (first management information I101) and transmitted, and a mode in which a duplicate identifier is not assigned to the one or more pieces of case information I11 (first management information I101).

[0199] Next, the control circuit 112 of the agency management server 110 acquires, from the storage circuit 114, the correspondence relationship information I4 (see FIG. 12) indicating the correspondence relationship between the plurality of second items K2 and the plurality of first items K1 (step S152).

[0200] Next, the control circuit 112 of the agency management server 110 generates one or more pieces of case information I11 (first management information I101) by converting the multiple first items K1 into multiple second items K2 based on the correspondence information I4 (step S153). More specifically, the multiple first items K1 of the case information I11 (first management information I101) are as follows: Project name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Progress: Introduced ID:3

[0201] The control circuit 112 of the agency management server 110 converts the multiple first items K1 of the case information I11 (first management information I101) into multiple second items K2 based on the correspondence relationship information I4, as shown below. Deal name: BBBCCC project Update date and time:20240829 Product name: BBBCCC Agency name: L Co., Ltd. Agency representative name: Kimura Saburo Agency representative email address: kimura@### Referral type: Referral Remuneration conditions: 10% of the contract amount Customer name: M Co., Ltd. Customer Representative Name: Jiro Saito Customer contact email address: saito@### Reward amount: 100,000 Phase: Introduced ID:3

[0202] Next, the control circuit 112 of the agency management server 110 transmits one or more pieces of project information I11 (first management information I101) to the API server 410 via the network interface 116 (transmission circuit) (step S154). In response, the network interface 416 of the API server 410 receives the one or more pieces of project information I11 (first management information I101) and outputs the one or more pieces of project information I11 (first management information I101) to the control circuit 412. As a result, the control circuit 412 of the API server 410 acquires the one or more pieces of project information I11 (first management information I101) (step S320).

[0203] Next, the control circuit 412 of the API server 410 transmits one or more pieces of project information I11 (first management information I101) to the customer information management server 510 via the network interface 416 (step S321). At this time, the control circuit 412 of the API server 410 converts the one or more pieces of project information I11 (first management information I101) into a format suitable for operation of the customer information management server 510. Then, the control circuit 412 of the API server 410 transmits the converted one or more pieces of project information I11 (first management information I101) to the customer information management server 510 via the network interface 416. In response, the network interface 416 of the customer information management server 510 receives the one or more pieces of project information I11 (first management information I101) and outputs the one or more pieces of project information I11 (first management information I101) to the control circuit 512. As a result, the control circuit 512 of the customer information management server 510 acquires one or more pieces of case information I11 (first management information I101) (step S411).

[0204] Next, the control circuit 512 of the customer information management server 510 registers one or more pieces of project information I11 (first management information I101) as negotiation information I21 (customer information I2) in the negotiation management table shown in Fig. 10 (step S412). At this time, the control circuit 512 of the customer information management server 510 records "Yes" in the overlap column of the negotiation information I21 (customer information I2).

[0205] The control circuit 112 of the agency management server 110 also generates notification information I7 (step S155). The notification information I7 is information for notifying the agency terminal 210-1 that the negotiation information I21 (customer information I2) corresponding to the case information I11 (management information I1) registered in step S122 has already been registered in the negotiation management table shown in Fig. 10, and that the case information I11 (first management information I101) registered in step S122 has been duplicated and registered as the negotiation information I21 (customer information I2).

[0206] Next, the control circuit 112 (notification information transmission control means 126) of the agency management server 110 transmits the notification information I7 to the agency terminal 210-1 via the network interface 116 (transmission circuit) (step S156). In response, the network interface 216 of the agency terminal 210-1 receives the notification information I7 and outputs the notification information I7 to the control circuit 212. As a result, the control circuit 212 of the agency terminal 210-1 acquires the notification information I7 (step S31). Then, the control circuit 212 of the agency terminal 210-1 displays the notification information I7 on the display 220 (step S32). This allows the agent P-1 to know that the negotiation information I21, which includes the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro," is registered in the negotiation management table shown in FIG. 10. Furthermore, agency P-1 can learn that project information I11 (first management information I101), which includes the product name "BBBCCC," agency name "L Co., Ltd.", customer name "M Co., Ltd.", and customer representative name "Saito Jiro," has been registered in duplicate with business negotiation information I21 (customer information I2).

[0207] Next, the control circuit 112 of the agency management server 110 generates notification information I8 (step S157). Notification information I8 is information for notifying the seller terminal 310-1 that the negotiation information I21 (customer information I2) corresponding to the case information I11 (first management information I101) registered in step S122 has already been registered in the negotiation management table shown in Fig. 10, and that the case information I11 (first management information I101) registered in step S122 has been duplicated and registered as negotiation information I21 (customer information I2). The format of notification information I8 is, for example, email.

[0208] Next, the control circuit 112 (notification information transmission control means 126) of the agency management server 110 transmits the notification information I8 to the seller terminal 310-1 via the network interface 116 (transmission circuit) (step S158). In response, the network interface 316 of the seller terminal 310-1 receives the notification information I8 and outputs it to the control circuit 312. As a result, the control circuit 312 of the seller terminal 310-1 acquires the notification information I8 (step S511). The control circuit 312 of the seller terminal 310-1 then displays the notification information I8 on the display 320 (step S512). This allows the seller B-1 to know that the negotiation information I21, which includes the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro," has been registered in the negotiation management table shown in FIG. 10. Furthermore, seller B-1 can learn that project information I11 (management information I1), which includes the product name "BBBCCC," the agency name "L Co., Ltd.", the customer name "M Co., Ltd.", and the customer representative name "Saito Jiro," has been registered in duplicate with business negotiation information I21 (customer information I2).

[0209] In system 1a, control circuit 112 (identifier assignment means 133) of agency management server 110 assigns a duplicate identifier to one or more pieces of project information I11 (first management information I101). The duplicate identifier is an identifier indicating that one or more first customers or one or more first business operations included in one or more pieces of project information I11 (first management information I101) overlap with multiple pieces of negotiation information I21 (customer information I2) managed by customer information management server 510. This allows customer information management server 510 to duplicately register one or more pieces of project information I11 (first management information I101) as one or more pieces of negotiation information I21 (customer information I2) in the negotiation management table or the second customer management table. Note that the other configurations of system 1a are the same as those of system 1, so explanations will be omitted.

[0210] (Second Modification) A system 1b according to the second modified example will be described below with reference to the drawings. Fig. 25 is a diagram showing a synchronization management table.

[0211] The system 1b differs from the system 1 in that the control circuit 112 of the agency management server 110 executes synchronization processing for each of a plurality of first items K1. The following describes these differences with reference to the drawings.

[0212] The memory circuit 114 of the agency management server 110 stores the synchronization management table shown in FIG. 25. In the synchronization management table, a plurality of synchronization periods are set corresponding to each of a plurality of first items K1. The control circuit 112 (synchronization means 129) of the agency management server 110 executes synchronization processing for each of the plurality of first items K1 based on the plurality of synchronization periods recorded in the synchronization management table. Note that the other configurations of system 1b are the same as those of system 1, and therefore description thereof will be omitted.

[0213] (Other embodiments) The server according to the present invention is not limited to the agency management server 110 of the systems 1, 1a, and 1b, and can be modified within the scope of the present invention. Furthermore, the configurations of the agency management servers 110 of the systems 1, 1a, and 1b may be combined arbitrarily.

[0214] The storage circuit 114 of the agency management server 110 does not have to store the case management table shown in Fig. 8 and the first customer management table shown in Fig. 9. That is, the storage circuit 114 of the agency management server 110 does not have to store multiple pieces of management information I1. In this case, it is sufficient if a data server (not shown) stores multiple pieces of management information I1.

[0215] In system 1, control circuit 512 of customer information management server 510 determines whether an overlap occurs between one piece of project information I11 (first management information I101) generated based on input information I3 and multiple pieces of negotiation information I21 (customer information I2) stored by customer information management server 510. However, control circuit 512 of customer information management server 510 may also determine whether an overlap occurs between all piece of project information I11 (management information I1) associated with seller B-1 and multiple pieces of negotiation information I21 (customer information I2) stored by customer information management server 510. This process is performed when agency management server 110 performs synchronization processing with customer information management server 510 for the first time.

[0216] In this specification, "the customer information management server 510 manages multiple pieces of customer information I2" not only means that the customer information management server 510 stores multiple pieces of customer information I2, but also means that the customer information management server 510 updates multiple pieces of customer information I2, the customer information management server 510 deletes multiple pieces of customer information I2, and the customer information management server 510 changes multiple pieces of customer information I2.

[0217] The sellers B-1 to BM may be wholesalers. In this case, the wholesalers purchase merchandise from multiple manufacturers. The agents P-1 to PN then act as sales agents for the merchandise sold by the wholesalers.

[0218] The agents P-1 to PN may be second- or third-tier agents. In this case, the first-tier agents may be sellers B-1 to BM and the second-tier agents may be agents P-1 to PN, or the second-tier agents may be sellers B-1 to BM and the third-tier agents may be agents P-1 to PN. Also, the manufacturer may be sellers B-1 to BM and the first- or third-tier agents may be agents P-1 to PN.

[0219] It should be noted that the agents P-1 to PN may not necessarily be engaged in sales activities, but may only introduce commercial products. Such agents P-1 to PN are financial institutions. A financial institution includes a head office and branches. In this case, the head office approves the agency sales of the branch office.

[0220] Although the registration process and synchronization process for the project information I11 have been described, the registration process and synchronization process for the first customer management information I12 are also executed in the same manner as the registration process and synchronization process for the project information I11.

[0221] In the registration process of (3), if the project information I11 (management information I1) overlaps with the negotiation information I21 (customer information I2), the project information I11 (management information I1) does not need to be registered in the project management table.

[0222] In the system 1, a determination is made as to whether one or more first customers included in one or more pieces of project information I11 (first management information I101), which is at least a part of the plurality of pieces of project information I11 (management information I1), stored in the memory circuit 114 of the agency management server 110, are included in any of the plurality of pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. However, a determination may also be made as to whether one or more first business details (projects) included in one or more pieces of project information I11 (first management information I101), which is at least a part of the plurality of pieces of project information I11 (management information I1), stored in the memory circuit 114 of the agency management server 110, are included in any of the plurality of pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. In this case, the specific items KK include, for example, the product name, agency name, customer name, and customer representative name.

[0223] The system 1 may also perform the following processing. The agent management server 110 queries the customer information management server 510 via the API server 410 whether one or more first customers included in one or more pieces of project information I11 (first management information I101), which is at least a portion of the project information I11 (management information I1) stored in the memory circuit 114 of the agent management server 110, are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. The customer information management server 510 transmits, via the API server 410, information on the presence or absence of negotiation information I21 (customer information I2) including the first customer, as well as the negotiation information I21 (customer information I2) including the first customer. The agent management server 110 may determine whether an overlap has occurred by comparing the content (such as the name of the person in charge) of the negotiation information I21 (customer information I2) with the content (such as the name of the person in charge) of the project information I11 (management information I1).

[0224] The second account may be any information that identifies the sellers B-1 to BM, and is a concept that includes tokens.

[0225] 8 is recorded in a single table, it may also be recorded in multiple tables. In this case, for example, ID1 associates the information recorded in each of the multiple tables. For example, the agency management server 110 may store a table showing the correspondence between ID1 of the project information I11 and ID2 of the negotiation information I21.

[0226] Although the information recorded in the negotiation management table shown in Figure 10 is recorded in a single table, it may also be recorded in multiple tables. In this case, the information recorded in each of the multiple tables is associated with each other by, for example, ID2.

[0227] After step S502, the seller terminal 310-1 may be able to delete the case information I11 that overlaps with the negotiation information I21. After step S502, the seller terminal 310-1 may be able to determine whether the negotiation information I21 and the case information I11 overlap, for example, if the customer name is the same but the customer is from a different department or the product is different.

[0228] If the agency management server 110 determines in step S126 that a duplication state has occurred, one or more first customers included in one or more pieces of project information I11 (first management information I101) are included in any of the multiple pieces of negotiation information I21 (customer information I2) managed by the customer information management server 510. In this case, the one or more pieces of project information I11 (first management information I101) and the negotiation information I21 (customer information I2) are linked. However, the one or more pieces of project information I11 (first management information I101) are not sent to the customer information management server 510 in step S126. Therefore, in the synchronization process (4), the one or more pieces of project information I11 (first management information I101) may not be subject to the synchronization process (4).

[0229] In the system 1a, the seller terminal 310-1 may display an image that prompts the seller B-1 to select one of the following options, option 1 to option 3. For option 1, the duplicated case information I11 is stored in the agency management server 110 as it is. For option 2, it is determined that the cases can be managed as separate cases because, for example, the customer name is the same but the customer departments are different, and the negotiation information I21 is stored in the customer information management server 510. For option 3, the customer name and the product are both duplicated, so the agency management server 110 does not store the option 3. The seller B-1 may select option 1 to option 3 by operating the seller terminal 310-1 and have the agency management server 110 execute option 1 to option 3.

[0230] The multiple first accounts are assigned to multiple agents P-1 to PN who act as sales agents for one or more products sold by seller B-1. However, each of the multiple agents P-1 to PN may have a first account. In this case, the first account held by each of the multiple agents P-1 to PN is associated with the second account of seller B-1. Even in this case, in this specification, seller B-1 is understood to have multiple first accounts. [Explanation of symbols]

[0231] 1, 1a, 1b: System 110: Agent management server 112: Control circuit 114:Memory circuit 116: Network interface 121: Request information transmission control means 122: Judgment result information acquisition means 123: Transmission necessity determining means 124: Transmission mode determining means 125: Management information transmission control means 126: Notification information transmission control means 127:Account information acquisition method 128: Account information transmission control means 129: Synchronization means 130: Correspondence information acquisition means 131:Customer information acquisition means 132: Management information update means 133: Identifier assignment means 134: Management information storage control means 135: Input information acquisition means 210-1 to 210-N: Agent terminals 212: Control circuit 214:Memory circuit 216: Network interface 218: Graphics processing unit 220: Display 222: Audio processing section 224: Speaker 226:Operation unit 310-1~310-M: Seller terminal 312: Control circuit 314:Memory circuit 316: Network Interface 318: Graphics processing unit 320: Display 322: Audio processing section 324: Speaker 326:Operation unit 410: API server 412: Control circuit 414:Memory circuit 416: Network Interface 510: Customer information management server 512: Control circuit 514:Memory circuit 516: Network interface 610:Authentication server 612: Control circuit 614:Memory circuit 616: Network interface B-1~BM: Seller B1, B2: Box I1: Management information I101: 1st management information I11:Project information I12: Customer Management Intelligence I2: Customer Intelligence I21: Negotiation Intelligence I22: Customer Management Intelligence (Second Edition) I3: Input Information I4: Compatibility Relationship Information I5: Requesting intelligence I6: Judgment Result Information I7: Notification of Intelligence I8: Notification of Intelligence I9: Simultaneous Request for Intelligence K1: Item 1 K2: Item 2 KK: Specific Projects P-1~PN: Distributor

Claims

1. The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to business content, which is at least one of a plurality of customers managed by a seller who sells one or more types of merchandise, and the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller, or a plurality of management information items relating to the content of the agency's sales of the one or more types of merchandise sold by the seller, in association with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The control circuit of the agency management server transmitting, via a transmission circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the plurality of management information stored in a memory circuit of the agency management server, are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; Agency management server.

2. The control circuit of the agency management server when the determination result information indicating that the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server is obtained from the customer information management server, the one or more first management information are not transmitted to the customer information management server; The agency management server according to claim 1 .

3. The control circuit of the agency management server when the determination result information indicating that none of the one or more first customers or the one or more first business contents included in the one or more first management information is included in any of the plurality of customer information managed by the customer information management server is obtained from the customer information management server, the one or more first management information is transmitted to the customer information management server; The agency management server according to claim 1 .

4. the agency management server is communicably connected to a seller terminal managed by a seller who sells the one or more types of merchandise; The control circuit of the agency management server when the determination result information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server is acquired, a transmission circuit transmits to the seller terminal notification information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; 4. The agency management server according to claim 1.

5. the agent management server is communicably connected to an agent terminal managed by the agent, The control circuit of the agency management server when the determination result information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server is acquired, a transmission circuit transmits notification information to the agency terminal indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; 4. The agency management server according to claim 1.

6. The control circuit of the agency management server executing a synchronization process for synchronizing the plurality of pieces of management information stored in a memory circuit of the agency management server with the plurality of pieces of customer information managed by the customer information management server; The control circuit of the agency management server When any of the plurality of pieces of management information is updated, the synchronization process is executed by transmitting the updated one or more pieces of management information to the customer information management server by a transmission circuit; each of the plurality of pieces of management information includes a plurality of first items; each of the plurality of pieces of customer information includes a plurality of second items; The control circuit of the agency management server acquiring correspondence relationship information indicating a correspondence relationship between the plurality of second items and the plurality of first items; In the synchronization process, a transmitting circuit transmits the one or more pieces of management information obtained by converting the plurality of first items included in the one or more pieces of updated management information into the plurality of second items based on the correspondence relationship information to the customer information management server.

4. The agency management server according to claim 1.

7. The control circuit of the agency management server executing a synchronization process for synchronizing the plurality of pieces of management information stored in a memory circuit of the agency management server with the plurality of pieces of customer information managed by the customer information management server; The control circuit of the agency management server When any of the plurality of pieces of customer information is updated, the synchronization process is executed by acquiring the updated one or more pieces of customer information from the customer information management server; each of the plurality of pieces of management information includes a plurality of first items; each of the plurality of pieces of customer information includes a plurality of second items; The control circuit of the agency management server acquiring correspondence relationship information indicating a correspondence relationship between the plurality of second items and the plurality of first items; In the synchronization process, the one or more pieces of updated customer information are acquired from the customer information management server, and the one or more pieces of management information are updated by converting the plurality of second items of the one or more pieces of updated customer information into the plurality of first items based on the correspondence relationship information.

4. The agency management server according to claim 1.

8. each of the plurality of pieces of management information includes a plurality of first items; a plurality of synchronization periods are set in accordance with the plurality of first items, The control circuit of the agency management server executing the synchronization process for each of the plurality of first items based on the plurality of synchronization periods; The agency management server according to claim 6.

9. each of the plurality of pieces of management information includes a plurality of first items; each of the plurality of pieces of customer information includes a plurality of second items; The control circuit of the agency management server acquiring correspondence relationship information indicating a correspondence relationship between the plurality of second items and the plurality of first items; when the determination result information indicating that none of the one or more first customers or the one or more first business contents included in the one or more first management information is included in any of the plurality of customer information managed by the customer information management server is obtained from the customer information management server, transmitting the one or more first management information in which the plurality of first items have been converted into the plurality of second items based on the correspondence relationship information to the customer information management server by a transmitting circuit; 4. The agency management server according to claim 1.

10. The control circuit of the agency management server when the determination result information indicating that the one or more first customers or the one or more first business details included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server is acquired, an identifier indicating that the one or more first customers or the one or more first business details included in the one or more first management information overlap with the plurality of customer information managed by the customer information management server is assigned to the one or more first management information; 4. The agency management server according to claim 1.

11. the agent management server is communicably connected to an agent terminal managed by the agent, The control circuit of the agency management server Acquire input information corresponding to management information from the agent terminal; storing the input information in a storage circuit of the agency management server as management information in association with the first account of the seller; 4. The agency management server according to claim 1.

12. each of the plurality of pieces of management information includes one or more specific items; the request information is information requesting a determination as to whether or not the one or more specific items included in each of the one or more first management information are included in any of the plurality of pieces of customer information managed by the customer information management server, the determination result information is information indicating whether or not the one or more specific items included in each of the one or more first management information are included in any of the plurality of pieces of customer information managed by the customer information management server; 4. The agency management server according to claim 1.

13. The agency management server is communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to business content, which is at least one of a plurality of customers managed by a seller who sells one or more types of merchandise, and the content of agency sales by an agency that sells the one or more types of merchandise, Each of the plurality of pieces of management information relates to a plurality of customers managed by an agent who acts as an agent for the one or more types of merchandise sold by the seller, or to business content that is content of the agent's agent sales of the one or more types of merchandise sold by the seller, and is associated with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The control circuit of the agency management server transmitting, via a transmitting circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information that is at least a part of the plurality of management information are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; Agency management server.

14. The program is executed on an agency management server communicably connected to a customer information management server that manages a plurality of customer information related to business content, which is at least one of a plurality of customers managed by a seller who sells one or more types of merchandise, and the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller, or a plurality of management information items relating to the content of the agency's sales of the one or more types of merchandise sold by the seller, in association with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The program is installed in a control circuit of the agency management server. transmitting, via a transmission circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the plurality of management information stored in a memory circuit of the agency management server, are included in any of the plurality of customer information managed by the customer information management server; obtain, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; program.

15. The information processing method is executed in an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to business content, which is at least one of a plurality of customers managed by a seller who sells one or more types of merchandise, and the content of agency sales by an agency that sells the one or more types of merchandise, The storage circuit of the agency management server stores a plurality of management information items relating to a plurality of customers managed by an agency that sells the one or more types of merchandise sold by the seller, or a plurality of management information items relating to the content of the agency's sales of the one or more types of merchandise sold by the seller, in association with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; In the information processing method, the control circuit of the agency management server transmitting, via a transmission circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information, which is at least a part of the plurality of management information stored in a memory circuit of the agency management server, are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; Information processing methods.

16. The program is executed on an agency management server communicably connected to a customer information management server that manages a plurality of customer information related to business content, which is at least one of a plurality of customers managed by a seller who sells one or more types of merchandise, and the content of agency sales by an agency that sells the one or more types of merchandise, Each of the plurality of pieces of management information relates to a plurality of customers managed by an agent who acts as an agent for the one or more types of merchandise sold by the seller, or to business content that is content of the agent's agent sales of the one or more types of merchandise sold by the seller, and is associated with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; The program is installed in a control circuit of the agency management server. transmitting, via a transmitting circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information that is at least a part of the plurality of management information are included in any of the plurality of customer information managed by the customer information management server; obtain, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; program.

17. The information processing method is executed in an agency management server communicably connected to a customer information management server that manages a plurality of pieces of customer information relating to business content, which is at least one of a plurality of customers managed by a seller who sells one or more types of merchandise, and the content of agency sales by an agency that sells the one or more types of merchandise, Each of the plurality of pieces of management information relates to a plurality of customers managed by an agent who acts as an agent for the one or more types of merchandise sold by the seller, or to business content that is content of the agent's agent sales of the one or more types of merchandise sold by the seller, and is associated with a first account of the seller; a second account of the seller in the customer information management server is associated with the first account of the seller in the agency management server; In the information processing method, the control circuit of the agency management server transmitting, via a transmitting circuit, request information to the customer information management server for requesting a determination as to whether or not one or more first customers or one or more first business contents included in one or more first management information that is at least a part of the plurality of management information are included in any of the plurality of customer information managed by the customer information management server; acquiring, from the customer information management server, determination result information indicating whether or not the one or more first customers or the one or more first business contents included in the one or more first management information are included in any of the plurality of customer information managed by the customer information management server; determining whether or not to transmit the one or more pieces of first management information to the customer information management server based on the determination result information, or determining a mode of transmission of the one or more pieces of first management information to the customer information management server based on the determination result information; Information processing methods.

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