Client Information Management Apparatus Department Change Automation
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Solution Overview
Problem
Conventional client information management systems require users to manually update information for each member when only some members from a department are transferred, leading to a cumbersome process due to the need for individual determinations for each member.
Innovation Solution
A client information management apparatus and program that automatically detects department changes for client members and updates related information, using communication history to identify and update other members likely transferred to the same department, thereby reducing user workload.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If conventional apparatus updates all business card data containing matching content collectively, then update efficiency is improved for company name changes, but user workload increases for partial department transfers requiring individual determinations
Solution Approach 1:
The patent segments the update process into two levels: department-level segmentation identifies which departments have changed, while team-level segmentation within those departments identifies specific teams that underwent transfer. This hierarchical segmentation allows the system to update only the relevant subset of members (those in transferred teams) rather than all members in the department, resolving the contradiction between update efficiency and user workload by automating the identification process.
Solution Approach 2:
The patent applies partial action by updating only the necessary portion of data - specifically, members who belong to teams that were transferred within a department. Instead of updating all members in a department (excessive action) or requiring individual manual updates (full manual control), the system automatically identifies and updates only those members whose team information indicates a transfer, thus optimizing both efficiency and user effort.
2Measurement precision
If individual determination is required for each member update, then update precision is improved, but time consumption increases significantly
Solution Approach 1:
The patent uses feedback from team information fields in business card data to automatically determine which members should be updated. When team information is present and indicates a transfer (e.g., team name changed or team ID modified), the system uses this feedback to automatically identify and update the member's department information without requiring manual determination, thus maintaining accuracy while reducing time consumption.
Solution Approach 2:
The patent performs preliminary action by pre-organizing business card data with team information fields that capture team affiliation. This preliminary structuring of data allows the system to later automatically identify transfers by comparing team information before and after updates, eliminating the need for time-consuming individual determinations while maintaining precise update accuracy.
Data Source
AI summary
A client information management apparatus comprises a hardware processor. The hardware processor performs: detecting a change in a department where one client member belongs and updating a department about one client member in client information if member name in client personal information is the same as a member name about the one client member registered with the client information and if the department in the client personal information differs from the department about the one client member registered with the client information; referring to the communication information and extracting a member relating to the one client member as an update target member from different client members registered with the client information; and updating a department about the update target member registered with the client information to the same department as the one client member.