Notification support device, notification support method, and notification support program
The notification service support device automates the creation of customized notification content based on stage, product, and application route information, addressing complexity and errors in the financing examination process, thereby improving efficiency and accuracy.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- OBIC CO LTD
- Filing Date
- 2023-02-08
- Publication Date
- 2026-04-28
AI Technical Summary
In the financing examination business, creating customized notification content for customers at each stage of the examination process is complicated due to variations in product and application route, leading to increased work time and clerical errors.
A notification service support device that automatically creates notification content by referencing stage, product, and application route information, using templates and location identifiers to fill in specific information, and transmits it via appropriate means.
Reduces creation time and improves accuracy by automating the notification content generation, preventing clerical errors and enhancing operational efficiency.
Smart Images

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Abstract
Description
Technical Field
[0001] The present invention relates to a notification service support device, a notification service support method, and a notification service support program.
Background Art
[0002] Patent Document 1 discloses an electronic credit system that can speed up processing by computerizing the credit examination business using a computer system, while ensuring the legitimacy of the input content of the credit target person and performing an appropriate and accurate credit examination.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] Here, in the financing examination business in the financial industry, it is necessary to contact the customer about the situation and the next action method at each stage of the examination. Also, regarding the method of this contact, written notifications using email or short message service (SMS) etc. are the mainstream. However, since the written text regarding the notification content varies slightly depending on the product or application route (such as telephone, WEB, or agency reception), the written text and destination must be manually created for each customer. For these reasons, there has been a problem that the work of creating the written text regarding the notification content becomes complicated.
[0005] The present invention has been made in view of the above problems, and an object thereof is to provide a notification service support device, a notification service support method, and a notification service support program that can automatically create the notification content for each customer, thereby shortening the creation time (improving business efficiency) and improving the creation accuracy (preventing clerical errors).
Means for Solving the Problems
[0006] To solve the above-mentioned problems and achieve the objective, the notification support device according to the present invention is characterized by comprising: a first acquisition unit that references first data which stores stage identification information for identifying the stage in the business flow after receiving an application for the provision of a product from a customer where it is necessary to contact the customer, product identification information for identifying the product, route identification information for identifying the application route, and a template of the notification content to the customer which includes a section for supplementing information, to acquire the template associated with a predetermined combination of the stage identification information, the route identification information associated with the customer, and the product identification information associated with the customer; a second data which stores location identification information for identifying the section, and location identification information for identifying the location of information to be supplemented in the section, to acquire the location identification information associated with the location identification information corresponding to the section included in the template acquired by the first acquisition unit, to acquire information from the location identified by the acquired location identification information, and to create the notification content by supplementing the acquired information in the corresponding section in the acquired template.
[0007] Furthermore, in the notification support device according to the present invention, the first data may further store transmission means identification information for identifying the transmission means used when notifying the customer of information, the first acquisition unit may further acquire the transmission means identification information associated with the combination, and the notification support device according to the present invention may further include a transmission processing unit that transmits the notification content created by the creation unit to a destination associated with the customer using the transmission means identified by the transmission means identification information acquired by the first acquisition unit.
[0008] Furthermore, in the notification support device according to the present invention, the transmission means may be email or short message service.
[0009] Furthermore, in the notification support device according to the present invention, the first data may store route identification information indicating the application made by telephone, route identification information indicating the application made by the web, or route identification information indicating the application made by the agency.
[0010] Furthermore, the notification support device according to the present invention may further include a second acquisition unit that, when the customer has linked the route identification information indicating the application at the agency with the agency identification information of the agency, refers to third data including the agency identification information and the destination corresponding to the agency to acquire the destination associated with the linked agency identification information, and the notification support device according to the present invention may also perform transmission to the destination acquired by the second acquisition unit.
[0011] Furthermore, in the notification support device according to the present invention, the product may be a loan product that involves screening, the business flow may be from receiving a loan application to the final decision on whether or not to approve the application, and the first data may store at least the stage identification information corresponding to the stage in which the screening results are communicated to the customer.
[0012] Furthermore, the notification support method according to the present invention is characterized by comprising: a first acquisition step in which a first acquisition unit refers to first data that stores stage identification information for identifying the stage in the business flow after receiving an application for the provision of a product from a customer where it is necessary to contact the customer, product identification information for identifying the product, route identification information for identifying the application route, and a template of the notification content to the customer that includes a section for supplementing information, and acquires the template associated with a predetermined combination of the stage identification information, the route identification information associated with the customer, and the product identification information associated with the customer; and a creation step in which a creation unit refers to second data that stores location identification information for identifying the section, and location identification information for identifying the location of information to be supplemented in the section, and acquires the location identification information associated with the location identification information corresponding to the section included in the template acquired in the first acquisition step, acquires information from the location identified by the acquired location identification information, and creates the notification content by supplementing the acquired information in the corresponding section in the acquired template.
[0013] Furthermore, the notification support program according to the present invention causes the information processing device to function as a first acquisition means that references first data which stores stage identification information for identifying the stage in the business flow after receiving an application for the provision of goods from a customer where it is necessary to contact the customer, goods identification information for identifying the goods, route identification information for identifying the route of the application, and a template of the notification content to be sent to the customer which includes a section for supplementing information, in order to acquire the template associated with a predetermined combination of the stage identification information, the route identification information associated with the customer, and the goods identification information associated with the customer; and second data which stores location identification information for identifying the section, and location identification information for identifying the location of the information to be supplemented in the section, in order to acquire the location identification information associated with the location identification information corresponding to the section included in the template acquired by the first acquisition means, acquire information from the location identified by the acquired location identification information, and create the notification content by supplementing the acquired information with the corresponding section in the acquired template. [Effects of the Invention]
[0014] This invention enables the automatic creation of notification content for each customer, thereby reducing creation time (improving operational efficiency) and increasing creation accuracy (preventing administrative errors). [Brief explanation of the drawing]
[0015] [Figure 1] Figure 1 shows an example of the business workflow assumed in this embodiment. [Figure 2] Figure 2 is a block diagram showing an example of the configuration of a business support device according to this embodiment. [Figure 3] Figure 3 shows an example of master data. [Figure 4] Figure 4 shows an example of a flowchart of the process performed by the business support device according to this embodiment. [Figure 5]FIG. 5 is a diagram showing an example of a processing result by the business support apparatus according to the present embodiment. [Figure 6] FIG. 6 is a diagram showing an example of a processing result by the business support apparatus according to the present embodiment. Embodiments for Carrying Out the Invention
[0016] Hereinafter, embodiments of a notification business support apparatus, a notification business support method, and a notification business support program according to the present invention will be described in detail based on the drawings. Note that the present invention is not limited by the present embodiment.
[0017] [1. Overview] First, as an example of a business flow assumed in the present embodiment, a business flow (including review) for financing products (including guaranteed products) such as loans with review in a financial institution will be described with reference to FIG. 1.
[0018] In the business flow for financing products, the stages (operations) where communication from a financial institution to a customer (including a corporation) is required are basically: 1) the stage of receiving an application from a customer and registering its content ("1. Application Reception and Registration"), 2) the stage where a preliminary review (provisional review) is carried out and a review result of approval or rejection is obtained ("2. Provisional Review Approval", "3. Provisional Review Rejection"), 3) after approval in the provisional review (provisional approval), the stage of requesting the corresponding customer to submit documents necessary for the final review ("4. Document Request"), and 4) the stage where a final review is carried out and a review result of approval or rejection is obtained ("5. Final Review Approval", "6. Final Review Rejection").
[0019] In the stage of "1. Application Reception and Registration", the financial institution needs to send an email or a short message service (SMS) etc. to the applicant etc. (when the applicant applies through an agency, the applicant and the agency) to notify that the reception has been completed.
[0020] At the stages of "2. Preliminary Examination Approval" and "3. Preliminary Examination Rejection", the financial institution is required to send notice of the preliminary examination result to the applicant etc. (when the applicant applies through an agency, the applicant and the agency) by e-mail or SMS etc.
[0021] At the stage of "4. Document Request", the financial institution is required to send notice of the request for submission of documents necessary for the substantive examination to the applicant etc. (when the applicant applies through an agency, the applicant and the agency) who have been approved in the preliminary examination by e-mail or SMS etc.
[0022] At the stages of "5. Substantive Examination Approval" and "6. Substantive Examination Rejection", the financial institution is required to send notice of the substantive examination result to the applicant etc. (when the applicant applies through an agency, the applicant and the agency) who have received the above submission request by e-mail or SMS etc.
[0023] In addition, the financial institution executes financing etc. for the applicant approved in the substantive examination, and withdraws the applications of the applicant rejected in the preliminary examination and the applicant rejected in the substantive examination.
[0024] As shown above, there are many situations where the financial institution contacts the applicant etc. by e-mail or SMS etc. Conventionally, the text sent to customers was created by each person in charge individually modifying the standard text according to each stage. In this embodiment, by enabling the corresponding text to be automatically judged and selected from the combination of products, application routes, stages, and transmission means, the conventional modification work is reduced, and the work time is shortened and the work accuracy is improved.
[0025] [2. Configuration] An example of the configuration of the business support device 100 according to this embodiment (including the notification business support device of the present invention) will be described with reference to Fig. 2 etc. Fig. 2 is a block diagram showing an example of the configuration of the business support device 100.
[0026] The business support device 100 is built on a commercially available desktop personal computer. However, the business support device 100 is not limited to being built on a stationary information processing device such as a desktop personal computer; it may also be built on a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.
[0027] The business support device 100 comprises a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each component of the business support device 100 is connected to communicate via any communication path.
[0028] The communication interface unit 104 connects the business support device 100 to the network 300 via communication devices such as routers and wired or wireless communication lines such as dedicated lines. The communication interface unit 104 has the function of communicating data with other devices via communication lines. Here, the network 300 has the function of connecting the business support device 100 and the server 200 so that they can communicate with each other, and is, for example, the internet or a LAN (Local Area Network). The data stored in the storage unit 106 may be stored in, for example, the server 200.
[0029] The input / output interface unit 108 is connected to an input device 112 and an output device 114. The output device 114 can be a monitor (including a home television), a speaker, or a printer. The input device 112 can be a keyboard, mouse, microphone, or a monitor that works in conjunction with a mouse to provide pointing device functionality. In the following, the output device 114 may be referred to as the monitor 114, and the input device 112 may be referred to as the keyboard 112 or mouse 112.
[0030] The memory unit 106 stores various databases, tables, and files. The memory unit 106 also stores computer programs that work in cooperation with the OS (Operating System) to give instructions to the CPU (Central Processing Unit) to perform various processes. As the memory unit 106, for example, memory devices such as RAM (Random Access Memory) and ROM (Read Only Memory), fixed disk devices such as hard disks, flexible disks, and optical disks can be used.
[0031] The memory unit 106 stores case data 106a, company master 106b, agent master 106c (corresponding to the third data of the present invention), email text master 106d (corresponding to the first data of the present invention), and reserved word master 106e (corresponding to the second data of the present invention), etc.
[0032] Figure 3 shows an example of the information stored in case data 106a. Case data 106a is used to manage information regarding customer applications for the provision of goods or services (e.g., loans). As shown in Figure 3, case data 106a stores applicant identification information (e.g., applicant's name), applicant's contact information (e.g., telephone number or email address), product identification information (e.g., product name), application route identification information to identify the application route (e.g., telephone, web, or agency application), and agency identification information of the agency that received the application.
[0033] Figure 3 shows an example of the information stored in the company master 106b. The company master 106b is used to manage company identification information of companies (e.g., financial institutions, etc.) that use the business support device 100. As shown in Figure 3, the company master 106b stores company identification information (e.g., company name, etc.).
[0034] Figure 3 shows an example of the information stored in the agent master 106c. It is used to manage information about companies (agents) that have entered into agency agreements with the company that developed the product (e.g., a financial institution that developed a loan product). As shown in Figure 3, the agent master 106c stores agent identification information (e.g., agent name, etc.) and agent contact information (e.g., telephone number or email address, etc.).
[0035] Figure 3 shows an example of the information stored in the email text master 106d. The email text master 106d is used to manage templates for the subject and content (text) of notifications for each combination of operations (stages) in the business flow that require contact with the applicant, products, application routes, and the means of transmission used to notify the applicant (e.g., email or SMS). As shown in Figure 3, the email text master 106d stores operation identification information to identify the operation, product identification information, route identification information to identify the application route, transmission method identification information, the sender's email address, subject, and notification content template. Reserved word names are set in the areas within the template where information is to be filled in (for example, {#category name}, which is created by adding a category name to which the specific information to be filled in belongs (e.g., customer name, product name, or company name) after a hashtag, and enclosing the entire hashtag and category name in curly braces). Note that SMS notification, which is an example of a transmission means, may be used in a supplementary role to email notification.
[0036] Figure 3 shows an example of the information stored in the reserved word master 106e. The reserved word master 106e is used to manage the location (storage location) of the specific information. As shown in Figure 3, the reserved word master 106e stores the reserved word name and the names of the tables and items from which the specific information is retrieved.
[0037] Returning to Figure 2, the control unit 102 is a CPU or similar component that comprehensively controls the business support device 100. The control unit 102 has internal memory for storing control programs such as the OS, programs that define various processing procedures, and required data, and executes various information processing based on these stored programs.
[0038] Functionally, the control unit 102 includes an email text conversion processing unit 102a (including the first acquisition unit, second acquisition unit, and creation unit of the present invention) and a transmission processing implementation unit 102b (including the transmission processing unit of the present invention), etc.
[0039] The email text conversion processing unit 102a refers to the email text master 106d to obtain a predetermined operation (for example, one specified on a predetermined screen) and information (telephone number, email address, product, application route, and receiving agency) included in the case data 106a that is linked to a predetermined applicant (for example, one specified on a predetermined screen), and also obtains the company name from the company master 106b. If the obtained application route is an agency receiving route and the receiving agency can be obtained, the email text conversion processing unit 102a obtains information (telephone number and email address) included in the agency master 106c that is linked to the obtained receiving agency.
[0040] The email content conversion processing unit 102a creates content to be notified to the predetermined applicant by (1) obtaining information (transmission method, sender address, subject, and content) included in the email content master 106d that is linked to the combination of the predetermined operation, the obtained application route, and the obtained product; (2) obtaining information (source table and source item name) linked to the reserved words included in the obtained content by referring to the reserved word master 106e; (3) obtaining information (item value) set in the item specified by the obtained source item name, included in the table specified by the obtained source table; and (4) filling in the places in the obtained content where reserved words are set with the obtained information.
[0041] The transmission processing unit 102b sends the content created by the email content conversion processing unit 102a to the predetermined applicant using the transmission means acquired by the email content conversion processing unit 102a, along with the acquired information (telephone number and email address) associated with the predetermined applicant. If the transmission processing unit 102b has acquired information (telephone number and email address) associated with the receiving agent by the email content conversion processing unit 102a, it also uses this acquired information to send the email to the receiving agent.
[0042] [3. Specific examples of processing] A specific example of the processing performed by the business support device 100 configured as described above will be explained with reference to Figure 4. Figure 4 is a diagram showing an example of a flowchart of the processing performed by the business support device according to this embodiment.
[0043] First, the email text conversion processing unit 102a retrieves a case record containing the applicant specified by the operator from the case data 106a, and also retrieves company (our own company) information from the company master 106b (step S1).
[0044] Next, if the application route included in the case record obtained in step S1 is agency reception and the case record includes information of the receiving agency (step S2: Yes), the email text conversion processing unit 102a obtains the agency record including the receiving agency included in the case record from the agency master 106c (step S3).
[0045] Next, the email text conversion processing unit 102a retrieves an email text record from the email text master 106d that includes the combination of the operation specified by the operator and the products and application route included in the case record obtained in step S1 (step S4). Note that multiple email text records may be retrieved.
[0046] Next, the email text conversion processing unit 102a obtains the reserved word master 106e (step S5), and reads the first line of the reserved word record from the obtained reserved word master 106e (step S6).
[0047] Next, the email text conversion processing unit 102a converts the content contained in each email text record by performing the processes from steps S7 to S9 (processes (1) to (4) below) on each email text record obtained in step S4. (1) Set the content contained in the email text record to the parameter called "Content before conversion" (Step S7). (2) Check whether the reserved words contained in the read reserved word record are also contained in the content before conversion (step S7). (3) If it is confirmed that it is included, (31) access the item specified by the source item included in the reserved word record in the table specified by the source table included in the reserved word record, and obtain the item value of the accessed item (the specified applicant if the specified item was the applicant's name, or the item associated with the specified applicant if the specified item was something other than the applicant's name), and (32) convert the reserved word included in the content before conversion to the obtained item value (step S7). (4) If it is confirmed that the word is not included, the system checks whether the read reserved word record is the last record in the reserved word master 106e (i.e., checks whether there is no next record). If it is confirmed that the word is not the last record (step S8: No), the system reads the next reserved word record from the reserved word master 106e (step S9), and returns to the process in (2). If it is confirmed that the word is the last record (step S8: Yes), the process performed by the email text conversion processing unit 102a is terminated.
[0048] The processing from step S7 to step S9 yields the converted content for each email message record.
[0049] Next, the transmission processing unit 102b, if the transmission method included in the email text record is email, sets values for each parameter of the email (recipient, CC, sender address, subject, and content) and sends the email (step S10). Specifically, the email address included in the case record is set as the recipient of the email, if an agent record is obtained and an email address is set in that record, that email address is set as the CC of the email, the sender address included in the email text record is set as the sender address of the email, the subject included in the email text record is set as the subject of the email, and the converted content obtained by the email text conversion processing unit 102a is set as the content of the email. As a result, the email is sent to the applicant or to the applicant and the agent.
[0050] Furthermore, if the transmission method included in the email text record is SMS, the transmission processing unit 102b sets values for each SMS parameter (recipient and content) and performs SMS transmission (step S10). Specifically, the telephone number included in the case record is set as the recipient, and the converted content obtained by the email text conversion processing unit 102a is set as the content. As a result, SMS transmission is performed to the applicant.
[0051] This concludes the explanation of specific examples of processing performed by the business support device 100. Assuming the data and master data shown in Figure 3, and assuming the processing shown in the flowchart in Figure 4 is executed at each operation of the business flow, for example, if the applicant is "Taro Yamada" and the operations proceed in the order of "1. Application Acceptance Registration" and "3. Preliminary Screening Rejection," then the email shown in MA of Figure 5 will be sent during the "1. Application Acceptance Registration" operation, and the email and SMS shown in MB of Figure 5 will be sent during the "3. Preliminary Screening Rejection" operation. Furthermore, in the same case, for example, if the applicant is "Jiro Sato" and the operations proceed in the order of "1. Application Acceptance Registration", "2. Preliminary Screening Approval", "4. Document Request", and "5. Final Screening Approval", then the email shown in MC in Figure 6 will be sent for the "1. Application Acceptance Registration" operation, the email and SMS shown in MD in Figure 6 will be sent for the "2. Preliminary Screening Approval" operation, the email and SMS shown in ME in Figure 6 will be sent for the "4. Document Request" operation, and the email and SMS shown in MF in Figure 6 will be sent for the "5. Final Screening Approval" operation.
[0052] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving operational efficiency and promoting appropriate management decisions within companies, thereby enabling contributions to SDGs Goals 8 and 9.
[0053] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and digital processes, thereby contributing to SDGs Goals 12, 13, and 15.
[0054] Furthermore, this embodiment can contribute to strengthening control and governance, thereby enabling contributions to SDG Goal 16.
[0055] [5. Other Embodiments] In addition to the embodiments described above, the present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims.
[0056] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically by known methods.
[0057] Furthermore, the processing procedures, control procedures, specific names, information including parameters such as registration data and search conditions for each process, screen examples, and database configuration shown in this specification and in the drawings may be changed at will unless otherwise specified.
[0058] Furthermore, with respect to the business support device 100, each component shown in the diagram is a functional concept and does not necessarily need to be physically configured as shown.
[0059] For example, the processing functions of the business support device 100, particularly those performed by the control unit, may be implemented in whole or in part by a CPU and a program interpreted and executed by the CPU, or they may be implemented as wired logic hardware. The program is recorded on a non-temporary computer-readable recording medium containing programmed instructions for the information processing device to execute the processing described in this embodiment, and is mechanically read by the business support device 100 as needed. That is, a storage unit such as ROM or HDD (Hard Disk Drive) contains a computer program that works in cooperation with the OS to give instructions to the CPU and perform various processing tasks. This computer program is executed by being loaded into RAM and works in cooperation with the CPU to constitute the control unit.
[0060] Furthermore, this computer program may be stored on an application program server connected to the business support device 100 via any network, and it is possible to download all or part of it as needed.
[0061] Furthermore, the program for executing the processing described in this embodiment may be stored on a non-temporary computer-readable recording medium, or it may be configured as a program product. Here, "recording medium" includes any "portable physical medium" such as memory cards, USB (Universal Serial Bus) memory, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (Registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROMs (Compact Disk Read Only Memory), MOs (Magneto-Optical disks), DVDs (Digital Versatile Disks), and Blu-ray (Registered Trademark) Discs.
[0062] Furthermore, "program" refers to a data processing method described in any language or writing method, regardless of its format, such as source code or binary code. Note that "program" is not necessarily limited to a single, monolithic structure; it also includes distributed structures consisting of multiple modules or libraries, and those that work in cooperation with other programs, such as an operating system, to achieve their functions. Regarding the specific configuration and reading procedures for reading the recording medium in each device shown in the embodiments, as well as the installation procedures after reading, well-known configurations and procedures can be used.
[0063] The various databases stored in the memory unit are memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and website provision.
[0064] Furthermore, the business support device 100 may be configured as a known personal computer or workstation or other information processing device, or as an information processing device to which any peripheral devices are connected. Alternatively, the business support device 100 may be implemented by installing software (including programs or data, etc.) that enables the processing described in this embodiment on the device.
[0065] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the figures, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit according to various additions or functional loads. In other words, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively. [Industrial applicability]
[0066] This invention is useful in various industries, such as the financial industry or the travel industry, where emails and other similar communications are sent. [Explanation of Symbols]
[0067] 100 Business support equipment 102 Control Unit 102a Email text conversion processing unit 102b Transmission Processing Unit 104 Communication Interface Section 106 Storage section 106a Project Data 106b Company Master 106c Agent Master 106d Email Text Master 106e Reserved Word Master 108 Input / Output Interface Section 112 Input device 114 Output device 200 servers 300 Networks
Claims
1. A first acquisition unit refers to first data that stores stage identification information for identifying the stage in the business flow after receiving a product application from a customer where contact with the customer is necessary, product identification information for identifying the product, route identification information for identifying the application route, and a template of the notification content to the customer, including a section for supplementing information, and acquires the template associated with a predetermined combination of the stage identification information, the route identification information associated with the customer, and the product identification information associated with the customer. A creation unit creates the notification content by referring to second data which stores location identification information for identifying the aforementioned location and location identification information for identifying the location of information to be filled in the aforementioned location, obtaining the location identification information associated with the location identification information corresponding to the aforementioned location included in the template obtained by the first acquisition unit, obtaining information from the location identified by the obtained location identification information, and filling in the corresponding location in the template obtained with the obtained information. A notification support device characterized by comprising the following features.
2. The aforementioned first data further stores transmission means identification information for identifying the transmission means used when notifying the customer of information, The first acquisition unit further acquires the transmission means identification information associated with the combination, The transmission processing unit further includes a transmission processing unit that transmits the notification content created by the creation unit to the recipient associated with the customer using the transmission means identified by the transmission means identification information acquired by the first acquisition unit. The notification support device according to claim 1, characterized by the following:
3. The transmission means is email or short message service. The notification support device according to claim 2, characterized in that
4. The first data contains route identification information indicating the application made by telephone, route identification information indicating the application made by the web, or route identification information indicating the application made by an agent. A notification support device according to claim 2 or 3, characterized by the following:
5. The system further includes a second acquisition unit that, when the aforementioned customer is associated with the aforementioned application at the aforementioned agency and the agency identification information of the aforementioned agency, refers to third data including the agency identification information and the destination corresponding to the aforementioned agency to acquire the destination associated with the associated agency identification information, The transmission processing unit also performs transmission to the destination acquired by the second acquisition unit. The notification support device according to claim 4, characterized by the following:
6. The aforementioned product is a loan product that requires screening, The aforementioned workflow covers the period from receiving a loan application to the final decision on whether or not to approve it. The first data includes, at a minimum, the stage identification information corresponding to the stage in which the review results are communicated to the customer. The notification support device according to claim 5, characterized by the above.
7. A first acquisition step involves the first acquisition unit referring to first data which stores stage identification information for identifying the stage in the business flow after receiving an application for product provision from a customer where contact with the customer is necessary, product identification information for identifying the product, route identification information for identifying the application route, and a template of the content of the notification to the customer which includes a section for supplementing information, and acquiring the template associated with a predetermined combination of the stage identification information, the route identification information associated with the customer, and the product identification information associated with the customer. A creation step in which the creation unit, by referring to second data which stores location identification information for identifying the location and location identification information for identifying the location of information to be filled in the location, obtains the location identification information associated with the location identification information corresponding to the location included in the template obtained in the first acquisition step, obtains information from the location identified by the obtained location identification information, and fills in the corresponding location in the template obtained with the obtained information to create the notification content. A notification support method characterized by including the following.
8. Information processing equipment, A first acquisition means that references first data which stores stage identification information for identifying the stage in the business flow after receiving a product application from a customer where contact with the customer is necessary, product identification information for identifying the product, route identification information for identifying the application route, and a template of the notification content to the customer which includes a section for supplementing information, in order to acquire the template associated with a predetermined combination of the stage identification information, the route identification information associated with the customer, and the product identification information associated with the customer, A creation means that creates the notification content by referring to a second data containing location identification information for identifying the aforementioned location and location identification information for identifying the location of information to be filled in the aforementioned location, obtaining the location identification information associated with the location identification information corresponding to the aforementioned location included in the template obtained by the first acquisition means, obtaining information from the location identified by the obtained location identification information, and filling in the corresponding location in the template obtained with the obtained information. A notification support program designed to function as such.
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