JP2009009342A - Information processing unit and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an environment enabling easy analysis and evaluation of business work quality even when a multiplicity of indexes exist. <P>SOLUTION: In an information processing unit capable of displaying on a display unit an information processing result in regard to indexes indicative of elements that degrade the quality in a business process, a classification processor 21 classifies each individual index into a hierarchical structure. A grading processor 22 performs grading by converting real data corresponding to the individual index classified by the classification processor 21 into an evaluation point based on an identical standard. A weighting processor 23 weights the evaluation point of the real data corresponding to the individual index graded by the grading processor 22, according to the degree of importance. <P>COPYRIGHT: (C)2009,JPO&INPIT

Description

  The present invention relates to an information processing apparatus and a program for performing information processing related to an index indicating an element that deteriorates quality in paperwork.

  2. Description of the Related Art Conventionally, attempts have been made to reduce office risks and improve office quality by using an index indicating an element that deteriorates quality in office processing.

For example, Patent Document 1 discloses a technique for extracting a deterioration factor of quality in office processing of each branch of a financial institution, acquiring a cause for the deterioration factor, and analyzing the deterioration factor for each occurrence factor. Yes.
JP 2005-332270 A

  In many cases, the index indicating a deteriorating element is composed of a plurality of elements instead of only one element. Although it is possible to evaluate these indicators individually, when there are a large number of extracted indicators, they are often not based on the same scale, and it is very troublesome to analyze and evaluate them individually. Take it. In addition, it is difficult to judge whether or not the index is an element that leads to improvement of office work quality only by looking at the numerical value alone.

  The present invention has been made in view of the above circumstances, and an object thereof is to provide an information processing apparatus and program that provide an environment in which office quality can be easily analyzed and evaluated even when a large number of indicators exist.

  An information processing apparatus according to the present invention is capable of storing, in a storage device, a result of information processing regarding an index indicating an element that deteriorates quality in paperwork, and displaying information based on the result on a display device In addition, classification processing means for classifying individual indices into a hierarchical structure, and scoring for converting the actual data corresponding to the individual indices classified by the classification processing means into scores based on the same scale The processing means and weighting processing means for weighting the actual data scores corresponding to the individual indices scored by the scoring processing means according to the importance.

  The program according to the present invention stores a result of information processing on an index indicating an element that deteriorates quality in paperwork in a storage device, and causes each computer to display information based on the result on a display device. A function for classifying the index into a hierarchical structure, a function for converting the actual data corresponding to the individual index for which the classification has been performed into a score based on the same scale, and an individual for which the rating has been performed The present invention is characterized by realizing a function of performing weighting according to importance on the score of actual data corresponding to the index.

  According to the present invention, it is possible to provide an environment in which office quality can be easily analyzed and evaluated even when there are many indicators.

  Embodiments of the present invention will be described below with reference to the drawings.

<Configuration>
FIG. 1 is a diagram illustrating an example of a configuration of an information processing system according to an embodiment of the present invention.

  The information processing system shown in FIG. 1 is used to analyze and evaluate office quality using an index (hereinafter simply referred to as “index”) that indicates an element that deteriorates quality in office processing such as banking. The system includes a server 1 and one or a plurality of terminals 2 that can be connected to the server 1 through a network. The server 1 and the terminal 2 are information processing apparatuses realized as computers, for example.

  The terminal 2 is provided with an input device and a display device. The user can make various requests to the server 1 by using an input device and a display device provided in the terminal 2. For example, data input using the input device can be sent to the server 1 or various screen information provided by the function of the server 1 can be displayed on the display device of the terminal 2. On the other hand, in response to a request from the terminal 2, the server 1 stores a result of information processing regarding various indexes in the storage device and performs processing for displaying information based on the result on the display device on the terminal 2 side. Can do.

  The server 1 includes an actual data DB unit (storage device) 10, a program unit (control device) 20, and an index definition table unit (storage device) 30.

  The actual data DB unit 10 includes a database (hereinafter referred to as “DB”) that includes various data used by the program unit 20. The actual data DB unit 10 includes an index table 11 in which various indexes and actual data corresponding to these indexes are described.

  The program unit 20 includes various programs for performing information processing related to the index. The program unit 20 has various functions such as a classification processing unit 21, a scoring processing unit 22, a weighting processing unit 23, a usefulness verification processing unit 23a, a monitoring processing unit 24, a threshold setting processing unit 25, and an alarm output processing unit 26. It has a program to be realized.

  The index definition table unit 30 stores various information tables generated and used by a program provided in the program unit 20. The index definition table unit 30 includes a classification table 31, a scoring table 32, a weighting table 33, a usefulness verification result table 33a, and a threshold table 34.

  Next, various functions provided in the program unit 20 will be described.

  The classification processing unit 21 classifies individual indices into a hierarchical structure. For example, in order to monitor each indicator from a management perspective, the overall evaluation is a large aggregation category, and the balance scorecard's four categories of “finance”, “customer”, “business process”, and “learning and growth” are Small aggregation categories in each business field such as “loss”, “complaint”, “operation inspection”, “efficiency”, “risk index (system aspect)”, “operation error”, “education” for each aggregation category, Then, each index is classified into each small aggregation category. The definition information is set as the index classification table 31 in the database of the index definition table unit 30, and can be reviewed at any time.

  The scoring processing unit 22 performs scoring by converting actual data corresponding to each index classified by the classification processing unit 21 into a score based on the same scale. For example, data for each store size and quality is sampled so that actual data is set between 0 and 100 for each index, and a score is automatically obtained based on the data. The definition information is set as an index scoring table 32 in the database of the index definition table unit 30, and can be reviewed at any time.

  The weighting processing unit 23 performs weighting according to importance on the score of actual data corresponding to each index scored by the scoring processing unit 22. For example, weighting is performed according to superiority or inferiority of each index within the medium aggregation category, the small aggregation category, and the same aggregation category. The definition information is set in the database of the index definition table unit 30 as an index weighting table and can be reviewed at any time. The weighting processing unit 23 includes a usefulness detection processing unit 23a that verifies whether or not any contradiction has occurred between the individual indicators that have been weighted.

  The monitoring processing unit 24 provides a user interface capable of selectively displaying a score of actual data corresponding to each index weighted by at least the weighting processing unit 23 on the display device of the request source terminal. . For example, the information derived by each processing unit in the previous stage is graphed through a screen and visualized.

  The threshold value setting processing unit 25 provides a user interface that can set a threshold value that is a criterion for necessity of alarm output for at least the actual data score corresponding to each index weighted by the weighting processing unit 23. To do. For example, a threshold value consisting of five levels is set for each of the large aggregation category, middle aggregation category, small aggregation category, and each index, and an alarm can be output for each category and index. The definition information is set as an index threshold value table in the database of the index definition table unit 30, and can be reviewed at any time.

  The alarm output processing unit 26 displays information indicating an alarm on the display device of the request source terminal when there is an item exceeding the threshold set by the threshold setting processing unit 25. For example, a message that prompts the user to pay attention to the corresponding index is displayed.

  Next, various information tables provided in the actual data DB unit 10 and the index definition table unit 30 will be described.

  The index table 11 is an information table in which various indexes and actual data are defined, and is used in classification processing in the classification processing unit 21 and scoring processing in the scoring processing unit 22. More specifically, the index table 11 is a table that holds information for identifying an index and actual data values of the index. For example, as illustrated in FIG. 2, the index table 11 is uniquely assigned to an index. ID), index name (index name), data value (actual data value obtained by calculation of index) and the like.

  The classification table 31 is an information table in which the processing result in the classification processing unit 21 is defined, and is used in the subsequent process of the classification process. More specifically, the classification table 31 is a table that stores information (information indicating the classification name and the parent-child relationship of the classification category) that classifies the index for each category. For example, as shown in FIG. Classification ID (ID uniquely assigned to the previous classification category aggregated in the classification category), classification ID (ID uniquely assigned to the classification category), classification name (classification category name), index ID (indicator) ID) that is uniquely assigned to each other.

  The scoring table 32 is an information table in which the processing result in the scoring processing unit 22 is defined, and is used in the subsequent process of the scoring process. More specifically, the scoring table 32 is a table that holds information obtained by scoring the index. For example, as shown in FIG. 4, the index / classification ID (ID uniquely assigned to the index, And / or ID uniquely assigned to a classification category), score range ID (ID for identifying a standard range for scoring), score (upper limit score in the score range) ), Data values (those that set an upper limit of actual data values obtained by index calculation), and the like. That is, actual data values are assigned to the scores within the assigned score range.

  The weighting table 33 is an information table in which the processing result in the weighting processing unit 23 is defined, and is used in the subsequent processing of the weighting processing. More specifically, the weighting table 33 is a table that holds the weight information of the index / classification category. For example, as shown in FIG. 5, the index / classification ID (ID uniquely assigned to the index, And / or ID (uniquely assigned to a classification category), and information such as a ratio (a target index / classification weight set as a percentage).

  The threshold table 34 is an information table in which the processing result in the threshold setting processing unit 25 is defined, and is used in the subsequent processing of the threshold setting processing. More specifically, the threshold table 34 is a table that holds information for outputting an alarm of an index / classification category. For example, as shown in FIG. ID and / or ID uniquely assigned to the classification category), threshold range ID (ID uniquely assigned when setting the alarm stage expressed by the threshold), data value (threshold ID) Information including the upper limit value of the actual data value at the stage of expression).

  The usability verification table 34 a is an information table in which the processing result in the usability verification processing unit 23 a is defined, and is used in the processing in the weighting processing unit 23. More specifically, the usability verification table 34a is a table that holds information on the results of usability verification of the index / category classification. For example, as shown in FIG. ID uniquely assigned and / or ID uniquely assigned to the classification category), comparison target index / classification ID (ID uniquely assigned to the comparison target index and / or classification category) ID, which is uniquely assigned to each other), and a consistency index (a set consistency index calculated by usability verification). This usability verification table 34a is data for revalidation when the criteria for acceptability is changed.

  FIG. 8 is a diagram illustrating a relationship between tables.

  As can be understood from the description of FIGS. 2 to 7 described above, various IDs provided in the six tables 11, 31, 32, 33, 33a, and 34 are common among the tables.

  For example, the six tables 11, 31, 32, 33, 33a, and 34 basically hold the index ID in common. Further, the five tables 31, 32, 33, 33a, and 34 excluding the index table 11 hold the classification ID in common. As a result, processing such as monitoring and alarm output can be executed without mistake for each index ID or each classification ID.

<Processing procedure>
FIG. 9 is a diagram illustrating an example of a processing procedure advanced by various functions provided in the program unit 20 illustrated in FIG.

  First, in step S1, the classification processing unit 21 performs index extraction / classification / indexation based on the index ID and index name in the index table 11 according to a predetermined rule, and includes a parent classification ID, a classification ID, and the like. The result is stored in the classification table 31. Here, in order to realize indexing, the classification processing unit 21 extracts target information (including absolute values, relative values, deviation values, and the like), and also classifies a plurality of indexes (such as hierarchization and segmentation). Grouping), comparison targets (other stores, time series, etc.) are determined and indexed.

  Next, in step S2, the scoring processing unit 22 performs scoring on the data value of the index for each parent classification and classification based on the information in the classification table 31 and the information in the index table 11, and the index / A processing result including a score, a data value, and the like for each classification ID and each score range ID is stored in the scoring table 32. Here, in order to enable comparison between indexes, the scoring processing unit 22 performs scaling between indexes (processing for setting a score of actual data between 0 and 100, for example).

  Next, in step S3, the weighting processing unit 23 weights the score for each index / classification ID based on the information in the scoring table 32, and weights the processing result including the ratio for each index / classification ID. Store in table 33. Here, in order to enable comparison of indices at higher levels, the weighting processing unit 23 performs processing such as% display for each index.

  Next, in step S4, the monitoring processing unit 24 displays the results processed in steps S1 to S3 on the display device of the terminal 2 based on the information in the tables 11 and 31 to 33 in order to realize the monitoring function. .

  Next, in step S5, the threshold value setting processing unit 25 sets the threshold value of the index for the weighted score for each index / classification ID based on the information in the weighting table 33, and sets the threshold range for each index / classification ID. A processing result including a score (upper limit value), a data value (upper limit value) and the like for each ID is stored in the threshold value table 34. Here, the threshold setting processing unit 25 determines whether or not to output an alarm.

  Next, in step S6, the alarm output processing unit 26 provides the terminal 2 with information indicating an alarm for an index exceeding the set score (upper limit value) and data value (upper limit value) based on the information in the threshold table 34. Display.

  Hereinafter, each of “indexation”, “scoring”, “weighting”, “monitoring function”, and “threshold setting” included in the processing procedure of steps S1 to S6 described above will be described in detail.

<Indicator>
The indexing is one of the processes (index extraction / classification / indexation) performed by the classification processing unit 21 using the index ID and index name in the index table 11.

  When indexing, when considering what criteria should be evaluated, it is necessary to use the time series of the store as a criterion for evaluation. This means that the advantage of retaining data for all stores is not being utilized. In other words, it is considered necessary to use the position relationship between the store and another store in the current month as a criterion for evaluation. Therefore, two patterns of “trend” and “position” are used as indexing methods.

(1) Trend “Trend” is an indexization method that expresses indicators by month or period, and indicates the trend of indicators in time series. The value derived from the comparison with the previous month or the same month of the previous year is used as an index.

(2) Position “Position” represents the position of the store in all stores, and is an indexing method that represents the position of the store in all stores. Use the value derived from the comparison with other stores in the current month as an indicator.

  In post-processing monitoring, the indexed (relativeized) indicators are charted for each "trend" and "position", and it is intuitive to identify where there are problems and what should be dealt with with priority. As you can see, it is possible to display risk assessment, ranking, and correlation. This allows selection and concentration of matters to be addressed.

  FIG. 10 shows an example of the indexing setting for the output base data.

  The setting of indexing is processing performed for each index after the classification processing unit 21 performs index extraction / classification using the index ID and index name in the index table 11 (see the right end of FIG. 10). . This setting content is stored in the classification table 31 by the classification processing unit 21.

  For example, the output base data is classified (stratified / segmented) according to the index level 1 and the index level 2, and indexing by trend and position is set.

<Scoring>
Scoring is a process performed by the scoring processing unit 22 using information in the classification table 31 and information in the index table 11.

  There are indicators that are evaluated in units with different scales, such as those expressed by probability, the number of cases, and time. Even if the probability is the same, the meanings are different, and it is difficult to simply compare them. Therefore, if each index can be set as a unit of the same scale, comparison between each index becomes possible.

(1) Scoring setting method Usually, the risk increases as the uncertain factor increases. Uncertainties occur when the data variation is large, and it can be said that the small variation is controlled and stable. In this risk analysis, the degree of variability with all stores as a parameter for each index is calculated by standard deviation, and deviation values are used to make each index with a different average value and distribution the same scale (units are adjusted to standard deviation). Then, the lower limit value and upper limit value of the index are set so that the deviation value falls within the range of 0-100 depending on the distance from the center value (50). Based on the set value, scores are assigned by arbitrarily assigning between 0-100. An index with a score of 50 or less can be said to be an important indicator. Also, exceptional values that deviate extremely from the lower limit value and the upper limit value are aggregated to 0 and 100, respectively.

<Weighting>
The weighting is a process performed by the weighting processing unit 23 on the score for each index / classification ID using information in the scoring table 32.

  In some cases, indicators are simply evaluated one by one, but it is also necessary to evaluate multiple items comprehensively. One method is scoring. However, since the importance level for each index is different, it is necessary to set a weight for the score according to the importance level of the index when the indices are combined.

  Appropriate weighting enables the user's objective and empirical risk assessment to be incorporated into the risk analysis of this system.

(1) Weighting setting method The weighting setting content is stored in the weighting table 33 by the weighting processing unit 23.

  FIG. 11 shows an example of the hierarchical structure of the weighting tree.

  For example, weighting is grouped for each of “overall”, “index level 1”, “index level 2”, and “index level 3”. As a unit of grouping, a portion surrounded by a thick frame, that is, a child index having the same parent index becomes one group unit. In addition, the total index weight within one group is set to 100%.

  FIG. 12 shows an example of the correlation weight table.

  The contents of the correlation weight table are stored in the weighting table 33 by the weighting processing unit 23 as part of the weighting setting contents.

  For example, in the table, “total”, “index level 1”, “index level 2-1”, “index level 2-2”, “index level 3-1”, “index level 3-2”, “index level” 3-3 ". Each will be described below.

・ Overall This means that the weight ratio is always 100%, and the score of the index level 1 is converted into the total weight.

Example) When index level 1 (A, B, C) is 100 points
A after weight conversion = 100 points × 40 ÷ 100 = 40
Score after weight conversion of B = 100 points × 30 ÷ 100 = 30
Score after weight conversion of C = 100 points × 30 ÷ 100 = 30
Total (A + B + C) = 40 + 30 + 30 = 100
・ Indicator level 1
Indicates the score value of the index when index level 1 is the group and the weight ratio is 100% when the overall is the parent.

・ Indicator level 2-1
This represents the ratio of the score of the index when the index level 2 is a group and the weight ratio is 100% when the index level 1 is a parent.

・ Indicator level 2-2
This is a value obtained by multiplying the ratio of the index level 1 as a parent by the ratio of the score of the index when the index level 2 is a group and the weight ratio is 100% when the index level 1 is a parent.

Example) The ratio of index level 2 (A, B, C) is 40, 30, 30
When the weight ratio of parent index level 1 is 30
Weight after conversion of parent index weight of A = 40 × 30 ÷ 100 = 12
Weight after conversion of parent index weight of B = 30 × 30 ÷ 100 = 9
Weight after conversion of parent index weight of C = 30 × 30 ÷ 100 = 9
・ Indicator level 3-1
When the index level 2 is a parent, the index level 3 is a group and the weight ratio is 100%.

・ Indicator level 3-2
This is a value obtained by multiplying the ratio of the index level 2-1 as a parent by the ratio of the score of the index when the index level 3 is a group and the weight ratio is 100% when the index level 2 is a parent.

Example) The ratio of index level 3 (A, B) is 50 and 50 respectively.
When the weight ratio of parent index level 2 is 40
Weight after conversion of parent index weight of A = 50 × 40 ÷ 100 = 20
Weight after conversion of parent index weight of B = 50 × 40 ÷ 100 = 20
・ Indicator level 3-3
This is a value obtained by multiplying the ratio of the index level 2-2, which is the parent, by the ratio of the score of the index when the weight ratio is 100% for the index level 3 when the parent is the total.

Example) The ratio of index level 3 (A, B) is 50 and 50 respectively.
The weight ratio of child index level 2 is 40
When the weight ratio of parent index level 1 is 30 Child weight after conversion of parent weight = 40 x 30/100 = 12
A child index weight converted weight = 50 × 12 ÷ 100 = 6
Weight after conversion of child index weight of B = 50 × 12 ÷ 100 = 6
(2) Weight setting sheet The weight setting sheet is stored in the weighting table 33 by the weighting processing unit 23 as part of the weighting setting content.

  FIG. 13 shows an example of the weight setting sheet. FIG. 14 shows another example of the weight setting sheet.

  For example, the degree of importance of which index is set by comparing the importance of the left and right indices. It is possible to weight the index by describing it on this sheet. It also serves as data for verifying the usefulness of whether there is a contradiction in weighting.

  “Left side is extremely important” means that the ratio of the indicator on the left is 90% and the ratio of the indicator on the right is 10%.

  “Left side is quite important” is that the ratio of the left index is 80% and the ratio of the right index is 20%.

  “Left is important” means that the ratio of the left index is 70% and the ratio of the right index is 30%.

  "Slightly important on the left" has a left indicator ratio of 60% and a right indicator ratio of 40%.

  “Equally important” means that the ratio of the left index is 50% and the ratio of the right index is 50%.

  “Slightly important on the right side” means that the ratio of the indicator on the left is 40% and the ratio of the indicator on the right is 60%.

  “Right is important” means that the ratio of the left index is 30% and the ratio of the right index is 70%.

  “Right side is quite important” means that the ratio of the indicator on the left is 20% and the ratio of the indicator on the right is 80%.

  “Right side is extremely important” means that the ratio of the left index is 10% and the ratio of the right index is 90%.

  Note that the index on either side is never 100%.

(3) Usefulness Validity In the usefulness verification, the usefulness verification processing unit 23a, which is a function of the weighting processing unit 23, verifies whether the content of the weight setting sheet stored in the weighting table 33 is consistent. It is processing.

  FIG. 15 shows an example of the usefulness verification sheet.

  The contents of the usability verification sheet are stored in the usability verification result table 33a by the usability verification processing unit 23a.

  For example, inconsistency may occur in the mutual relationship between the index weights set on the weight setting sheet.

Example)
Indicator A> Indicator B
Indicator B> Indicator C
Indicator C> Indicator A
In such cases, it is necessary to find contradictions in index weights and prompt correction.

  This is the “usefulness verification” sheet that incorporates the AHP analysis (Analytic Hierarchy Process) method. By setting the state set in the weight setting sheet in the matrix, the consistency index (Consistency) Index = CI) is derived.

  The derived C.I value is generally judged to be valid if it does not exceed 0.15, but here it is assumed that C.I ≦ 0.1 is valid in order to achieve a more accurate setting.

  In the case of C.I> 0.1, the appropriate weight setting sheet is adjusted until the condition is satisfied, thereby realizing a proper correlation between the index weights.

<Monitoring function>
The monitoring is a process in which the monitoring processing unit 24 displays the results processed by the processing units 21 to 23 on the display device using the information in the tables 11 and 31 to 33.

(1) Function List FIG. 16 shows a list of monitoring functions.

  Regarding the risk index function, the risk index can be monitored for each store through the “risk index screen”, “risk index list screen”, “risk index individual detail screen”, and “top N / bottom N screen”.

  On the other hand, regarding the business / risk analysis function, risk results can be analyzed through the “business / risk analysis screen”, “business-specific risk map screen”, and “pivot table screen”.

(2) Screen Transition FIG. 17 shows an example of screen transition.

  For example, transition from “HOME” → “risk index screen” → “risk index list screen” → “risk index individual detail screen” is possible. Since only the headquarters can display the “top N / bottom N screen”, the transition from “risk index screen” → “top N / bottom N screen” → “risk index list screen” is also possible.

  Further, it is possible to transition from “HOME” → “business / risk analysis screen” → “business-specific risk map screen” → “pivot table screen”.

(3) Risk Index FIG. 18 shows an example of the screen transition of the risk index function that can be performed by the branch store user. FIG. 19 shows an example of the screen transition of the risk index function that can be performed by the headquarters user.

  Details of each screen will be described later.

<Threshold setting>
The threshold setting is a process performed by the threshold setting processing unit 25 on the weighted score for each index / classification ID using information in the weighting table 33.

  Criteria are required when evaluating the graded and weighted indicators to judge whether they are good or bad. What is used at that time is a threshold value. The system can output alarm information by setting a threshold value. Further, by appropriately setting this threshold value, unnecessary alarm output can be suppressed.

  For example, for each index (needed for each index level classification in the upper hierarchy), setting is made in five stages A-E, and at the same time, which threshold value is set as alarm information.

  Moreover, the setting for every store is also possible.

Example)
Evaluation: threshold
A: 100-80
B: 79-60
C: 59-40
D: 39-20
E: 19-0
In the following, referring to FIGS. 20 to 23, operation screens realized by the functions of the classification processing unit 21, the scoring processing unit 22, the weighting processing unit 23, and the threshold setting processing unit 25 shown in FIG. An example will be described.

<Operation screen of the classification function>
FIG. 20 shows an example of a screen on which the classification function can be operated.

  This operation screen is realized by a screen display function provided in the classification processing unit 21. For example, the classification processing unit 21 forms an operation screen having a layout as shown in FIG. 20 by using information (index name or the like) in the index table 11 and displays the operation screen on the display device of the terminal 2. The content set by the operator through this operation screen is stored in the classification table 31 by the classification processing unit 21. When displaying the operation screen, the classification processing unit 21 can extract the contents set in the past from the classification table 31 and display them on the display device of the terminal 2.

  In the figure, the following numerals 1 to 11 indicate the following.

(1) Scoring button ... Transition to scoring function (2) Weighting button ... Transition to weighting function (3) Threshold button ... Transition to threshold setting function (4) Read button ... Displays an auxiliary screen for reusing a tree structure applied in the past. (5) Clear ... Clears the set tree structure. (6) Index hierarchy tree. (7) Indicator list: Display a list of indicators that can be set (8) Confirm button: Copy the selected tree to (6) as a target for reuse (9) Cancel button -Close the auxiliary screen (10) Tree structure list pull-down ... Select the tree structure applied in the past from the list (11) Hierarchical selection tree ... Display the tree structure selected in the pull-down Less than There are features such as.

  -To the tree structure of (6) The desired classification can be realized only by drag & drop mouse operation from the index list of (7).

  -By pressing the read button (4), it is possible to search and reuse a tree structure that has been applied in the past on the auxiliary screen.

<Operation screen for scoring function>
FIG. 21 shows an example of a screen on which the scoring function can be operated.

  This operation screen is realized by a screen display function provided in the scoring processing unit 22. For example, the scoring unit 22 uses the information in the classification table 31 (and information such as index names in the index table 11) to form an operation screen having a layout as shown in FIG. Display on the display device. The content set by the operator through this operation screen is stored in the scoring table 32 by the scoring processing unit 22. When displaying the operation screen, the grading processing unit 22 can take out the contents set in the past from the grading table 32 and display them on the display device of the terminal 2.

  In the figure, the following numerals 1 to 9 indicate the following.

(1) Classification button: Transition to classification function (2) Weighting button: Transition to weighting function (3) Threshold button: Transition to threshold setting function (4) Calculation button: Designated sampling Perform scoring calculation processing in the range (5) Clear button ... Returns the setting to the initial state for the tag selected category (6) Sampling range specification pull-down ... Specifies the sampling range (7) Indicator List: Displays a list of indicators to be graded for each category. (8) Score setting: Sets a score for each scoring range. (9) Aggregation category tag: Large aggregation category, Medium aggregation category The tags are displayed in the order of the small aggregation category.

  -By specifying a sampling range with the sampling range specification pull-down in (6) and pressing the calculation button in (4), the sampling range can be collected as a base data object for scoring, and calculation processing can be executed.

  • The sampling range designation in (6) is applied to all categories, and the result is displayed in the score setting in (8).

  -It is possible to manually set the scoring settings without executing the calculation process.

  • It is possible to manually correct the automatically calculated scoring settings.

<Weighting function operation screen>
FIG. 22 shows an example of a screen on which the weighting function can be operated.

  This operation screen is realized by a screen display function provided in the weighting processing unit 23. For example, the weighting processing unit 23 uses the information in the scoring table 32 (and information such as index names in the index table 11) to form an operation screen having a layout as shown in FIG. Display on the display device. In addition, when verification is instructed on this operation screen, the usability verification processing unit 23a can verify whether or not there is a contradiction with the setting contents, and display the verification result. The content set by the operator through this operation screen is stored in the weighting table 33 by the weighting processing unit 23. The usefulness verification processing unit 23a stores the verification result in the usability verification result table 33a. When the operation screen is displayed, the weighting processing unit 23 can extract the contents set in the past from the weighting table 33 and display them on the display device of the terminal 2.

  In the figure, the following numerals 1 to 8 indicate the following.

(1) Classification button ... Transition to classification function (2) Scoring button ... Transition to scoring function (3) Threshold button ... Transition to threshold setting function (4) Verification button ... (5) Clear button: Resets the settings for the tag selected category (6) Indicator list: Displays the index list for the tag selected category (7) Superiority or inferiority check: Set the superiority or inferiority for the left index and right index with radio buttons. (8) Aggregation category tag: Tag display in order of large aggregation category, medium aggregation category, and small aggregation category In addition, there are the following features.

  A category for setting superiority or inferiority can be selected from tags divided for each aggregation category in (8).

  The index is displayed as in (6) for the selected category, and the radio button for setting the superiority or inferiority in (7) is displayed.

  ・ Compare the left and right indicators to determine whether the importance is superior or inferior. The initial value sets the superiority or inferiority of the hierarchical tree structure reused by the classification function.

  -By pressing the verification button (4) for the category where the check is performed, it is verified whether there is any contradiction, and weighting is set.

  -By pressing the clear button of (5), the superiority / inferiority setting of the selected tag is initialized.

<Operation screen for threshold setting function>
FIG. 23 shows an example of a screen on which the threshold setting function can be operated.

  This operation screen is realized by a screen display function provided in the threshold setting processing unit 25. For example, the threshold setting processing unit 25 uses the information in the weighting table 33 (and information such as index names in the index table 11) to form an operation screen having a layout as shown in FIG. Display on the display device. The contents set by the operator through this operation screen are stored in the threshold setting table 34 by the threshold setting processing unit 25. When the operation screen is displayed, the threshold setting processing unit 25 can extract the contents set in the past from the threshold setting table 34 and display them on the display device of the terminal 2.

  In the figure, the following numerals 1 to 8 indicate the following.

(1) Classification button: Transition to classification function (2) Scoring button: Transition to scoring function (3) Weighting button: Transition to weighting function (4) Calculation button: Designation Perform scoring calculation processing within the sampling range. (5) Clear button ... Returns the settings to the initial state for the tag selected category. (6) Index list ... The index list of the category for which the tag is selected. Displayed (7) Threshold setting: Set five levels of thresholds by rating. (8) Aggregation category tag: Tags are displayed in the order of large aggregation category, medium aggregation category, and small aggregation category. It has the following features.

  -Select the category for setting the threshold from the tags divided for each aggregation category in (8).

  -An index is displayed as shown in (6) for the selected category.

  ・ As threshold values, 20, 40, 60, 80, and 100, which are the upper limit values in the scoring function, are applied as initial values.

  By executing the calculation process, the threshold applied to the actual data is calculated using the score calculated by the scoring function as base data.

  This calculation result is applied to all categories, and the result is displayed in the threshold setting of (8). It is possible to manually set the threshold setting before executing the calculation process. Moreover, it is possible to manually correct the score and the actual data value after the calculation process.

  Hereinafter, examples of the monitoring function screens illustrated in FIGS. 16 to 19 will be described with reference to FIGS. 24 to 31.

<Risk index screen>
FIG. 24 shows an example of the risk index screen.

  The risk index screen is realized by one function included in the monitoring function provided in the monitoring processing unit 24. For example, the monitoring processing unit 24 executes a function such as an application related to a risk index to generate information related to the risk index based on the information in the tables 11, 31 to 33 and display the information on the display device of the terminal 2.

  If you select “Analysis”-“Risk Index” from the menu, a risk index screen will be displayed, which will be the overall summary. When the logged-in user is a store user, information on the store to which the user belongs is displayed, and the snapshot information in the risk index summary is displayed so that the location of the store can be understood. In the case of a headquarters user, information for all stores is displayed.

・ Alarms When a measure exceeds a certain threshold, it is displayed as an alarm. At this time, a snapshot (current store comparison) and trend (own store past comparison) alarm are displayed together. Note that the snapshot corresponds to the aforementioned position. For alarm display, it is necessary to prepare threshold values for each of two types (snapshot and trend) measures. It is also necessary to set a threshold for the headquarters user. These threshold values can be set externally.

-Comprehensive evaluation In the comprehensive evaluation, the rank is determined by snapshot information, and the arrows are determined in five stages for each time-series trend. It is necessary to set a threshold value for determination.

・ Risk index summary The risk index summary includes snapshot information and trend information that are metricized along the four categories of "finance", "customer perspective", "business process perspective", and "learning and growth perspective". Is displayed as a graph. For each graph, four threshold values are set, colors are defined for each threshold value, and five regions are displayed as line segments. The threshold value can be set externally with a table or the like.

  Here, the metric means a value obtained by collecting and adjusting the measures (raw data values) so that the tendency is easily visible.

<Risk index list screen>
FIG. 25 shows an example of the risk index list screen.

  The risk index list screen is realized by one function included in the monitoring function provided in the monitoring processing unit 24. The monitoring processing unit 24 generates information about the risk index list based on information in the tables 11 and 31 to 33 by executing a function such as an application regarding the risk index list, and displays the information on the display device of the terminal 2. Let

  Each index is displayed in a tree structure from four categories of “finance”, “customer perspective”, “business process perspective”, and “learning and growth perspective”. Each index is generated from measures such as the number of cases and the probability of occurrence. “Comparison of other stores” and “Year-on-year comparison” are displayed in a list, and the current store status is displayed. The stores that can be browsed are limited to stores for which the login user has the right to browse (all stores / between areas / individual stores).

  In addition, in the case of the index for all stores, “other store comparison” is not displayed.

・ Comparison of other stores Understand the position of one's own store when compared with other stores for the entire population.

・ Year-on-year change (trend)
Understand how the store has changed compared to the past. The index can be used to change the comparison conditions between the same month and the previous month.

・ Indicators Displays indicators in a tree structure. When an index is selected, a transition is made to a screen that displays details about the index. The indexes that can be selected are limited to the indexes positioned at the bottom of the tree structure.

<Risk index individual detail screen>
FIG. 26 shows an example of the individual risk index detail screen.

  The risk index individual detail screen is realized by one function included in the monitoring function provided in the monitoring processing unit 24. The monitoring processing unit 24, for example, executes information such as an application related to the risk index individual details to generate information related to the risk index individual details based on the information in the tables 11, 31 to 33, and the display device of the terminal 2 To display.

  When the index is clicked from the risk index list screen or the link of the top N / bottom N screen is clicked, the risk index individual detail screen is displayed, and the risk index individual detailed information about the selected index is displayed. Display level information on the left side of the screen and trend information on the right side. Furthermore, each index is displayed in the upper part of the screen, and raw data (number of cases, etc.) is displayed in the lower part. Further, the location of the store can be known from the level information graph.

  Information that the user wants to browse can be displayed by selecting the index that the user wants to browse from the pull-down of the index, but the stores that can be browsed are limited to stores where the logged-in user has viewing rights.

<Top N / Bottom N screen>
FIG. 27 shows an example of the top N / bottom N screen.

  The top N / bottom N screen is realized by one function included in the monitoring function provided in the monitoring processing unit 24. The monitoring processing unit 24 generates information on the top N / bottom N based on the information in the tables 11, 31 to 33 by executing functions such as an application on the top N / bottom N, for example. Display on the display device.

  When the “top N / bottom N” button is selected from the risk index screen, the top N / bottom N screen can be viewed. “Top N / Bottom N” is displayed only when the login user is a headquarters user. A list is displayed for each store in order of worse index or worsening degree, etc., and stores and indicators with high risk are found. Displays the comparison rank with other stores and the time-series transition status of the store. When a store in the list is selected, it is possible to refer to more detailed information by transitioning to the individual risk index detail screen for the corresponding item.

  The result of comparing the ranking with the previous month of the target year is displayed to the right of the store name.

・ Rank up from the previous month ・ Rank from the previous month ・ Down from the previous month <Business / Risk Analysis Screen (for sales offices)>
FIG. 28 shows an example of a business / risk analysis screen (for sales offices).

  The business / risk analysis screen (for the sales office) is realized by one function included in the monitoring function provided in the monitoring processing unit 24. The monitoring processing unit 24, for example, executes functions such as an application related to business / risk analysis (for sales offices), and thereby relates to business / risk analysis (for sales offices) based on information in the tables 11, 31 to 33. Information is generated and displayed on the display device of the terminal 2.

  Select "Analysis"-"Business / Risk Analysis" from the menu to display the Business / Risk Analysis screen. If the logged-in user does not have the role of headquarters login, this screen is displayed. In addition to the office productivity and the labor saving rate for each store, risk information is also displayed. You can narrow down by period, month, company, store, etc., but you can select conditions only for stores where the logged-in user has viewing authority.

-Operational risk map Supports the discovery of stores with poor evaluation from the viewpoint of productivity, efficiency, and risk. In the case of a sales store user, only the own store or the group store is displayed, and the store names of other stores are not displayed. When a store bubble is clicked in the graph, the screen changes to a business risk map screen for the selected store.

-Accident occurrence probability graph Displays the relationship between the store and other stores arranged in order of the probability of occurrence of accidents among all stores. The store names of other stores are not displayed, but the upper and lower five stores of the own store are displayed centering on the current location of the own store.

<Business / risk analysis screen (for headquarters)>
FIG. 29 shows an example of a business / risk analysis screen (for headquarters).

  The business / risk analysis screen (for headquarters) is realized by one function included in the monitoring function provided in the monitoring processing unit 24. For example, the monitoring processing unit 24 executes functions such as an application related to business / risk analysis (for headquarters) to obtain information related to business / risk analysis (for headquarters) based on information in the tables 11, 31 to 33. Generate and display on the display device of the terminal 2.

  Select "Analysis"-"Business / Risk Analysis" from the menu to display the Business / Risk Analysis screen. If the logged-in user has the role of headquarters login, this screen is displayed. In addition to the office productivity and the labor saving rate for each store, risk information is also displayed. For the headquarters user, all store names are displayed.

-Operational risk map Supports the discovery of stores with poor evaluation from the viewpoint of productivity, efficiency, and risk. Monthly, company, store quality, and stores can be displayed with specific conditions. When a store bubble is clicked in the graph, the screen changes to a business risk map screen for the selected store.

<Risk map screen by business>
FIG. 30 shows an example of the business-specific risk map screen.

  The business-specific risk map screen is realized by one function included in the monitoring function provided in the monitoring processing unit 24. The monitoring processing unit 24 generates information related to the business-specific risk map based on the information in the tables 11, 31 to 33 by executing functions such as applications related to the business-specific risk map, and displays the display device of the terminal 2. To display.

  When a store bubble is clicked from the graph on the business / risk analysis screen, this screen is displayed for the selected store. In addition to the amount of work for each business category and the rate of occurrence of administrative errors, risk information is also displayed to assist in finding business categories that are likely to be problematic. You can narrow down on a regular or monthly basis, but you can select conditions only for stores where the logged-in user has viewing authority. Clicking on an item bubble in the graph takes over the selected item as a search condition and transitions to the pivot table screen. Or, if you want to change the condition and refer to other data, click “Pivot Table” to move to the Pivot Table screen. When the screen transitions, the conditions are transferred to the pivot table screen.

<Pivot table screen>
FIG. 31 shows an example of the pivot table screen.

  The pivot table screen is realized by one function included in the monitoring function provided in the monitoring processing unit 24. For example, the monitoring processing unit 24 executes functions such as applications related to the pivot table to generate information about the pivot table based on the information in the tables 11 and 31 to 33 and display the information on the display device of the terminal 2.

  Aggregates based on various conditions, displays each graph, and can be downloaded in CSV format.

  -Conditions set for aggregation can be saved for each user and read and used next time.

  -To save the total condition, click the "Save Condition" button, the condition save screen will be displayed in a separate screen. Specify the condition save file name and click the "Save" button to save it in the database. The key at that time is the user ID.

  -Click the "Read Condition" button to read the saved conditions. The list is acquired using the user ID as a key, and the condition reading screen is displayed in a separate screen. Select the file name you want to call and click "Read". Click the button. The saved conditions are reflected in the search conditions on the pivot table screen.

  -To delete a saved condition, click the "Save Condition" button or "Read Condition" button, select the condition file name you want to delete from each screen, and click "Delete".

  -Clicking the “Display” button will aggregate the entered conditions, display the results of the aggregation in the middle of the screen as a graph, and list the results in the lower part of the screen.

  -Clicking the “CSV Download” button saves the data displayed in the list to a file in CSV format. Items that can be downloaded are managed in a table so that they can be changed externally.

  ・ Click on the graph in “Drill Through” to display a list of data on a separate screen. However, when the number of displayed items exceeds 50, the screen size increases, and a warning screen is displayed. In this case, the data is downloaded as a CSV file and the data is referred to.

  -Display items and display order of “Drill-through” are managed in a table.

  -Clicking on the graph with "Drilldown" or "Drillup" displays the graph and table respectively according to the data in the click range. When the “all” button is clicked, the designated process is performed for each displayed level. At this time, there is no change even if the drill-up process is performed on the item at the highest level. The scope of application when clicking is as follows.

  -Drill down target: Drill down on the axis item of the selected graph.

  -Drill-up target: Drill-up is performed for the upper level including the axis item of the selected graph.

  -Drill-through target: Drill-through is performed only for the corresponding area of the axis item of the selected graph.

  As described above in detail, according to the present embodiment, a large number of quantified indexes can be aggregated for each category, and the aggregated segment can be defined as a new index. Furthermore, by setting the indicators quantified in disparate units so that they can be handled with the same scale, analysis and evaluation in the aggregated section can be performed, and analysis and evaluation of the extra aggregated section can be avoided. As a result, the efficiency of analysis and evaluation work can be improved, and settings can be made with simple operations. In addition, since the setting can be easily changed, it is possible to try a large number of combinations, to realize a setting with higher accuracy, and to use it as useful information.

  The various processing procedures according to the present invention described in the above-described embodiments are stored in a storage medium (for example, a magnetic disk, an optical disk, or a semiconductor memory) that can be read by a computer (information processing apparatus) as a computer program. If necessary, it may be read and executed by the processor. Such a computer program can also be distributed by transmitting from one computer to another computer via a communication medium.

  The present invention is not limited to the above-described embodiments as they are, and can be embodied by modifying the constituent elements without departing from the scope of the invention in the implementation stage. In addition, various inventions can be formed by appropriately combining a plurality of components disclosed in the embodiment. For example, some components may be deleted from all the components shown in the embodiment. Furthermore, constituent elements over different embodiments may be appropriately combined.

The figure which shows an example of a structure of the information processing system which concerns on one Embodiment of this invention. The figure which shows an example of a structure of a parameter | index table. The figure which shows an example of a structure of a classification table. The figure which shows an example of a structure of a scoring table. The figure which shows an example of a structure of a weighting table. The figure which shows an example of a structure of a threshold value table. The figure which shows an example of a structure of a usefulness verification result table. The figure which shows the relationship between tables. The figure which shows an example of the process sequence advanced by the various functions with which the program part shown in FIG. 1 is equipped. The figure which shows an example of the indexing setting with respect to output base data. The figure which shows an example of the hierarchical structure of a weighting tree. The figure which shows an example of a correlation weight table. The figure which shows an example of a weight setting sheet | seat. The figure which shows another example of a weight setting sheet | seat. The figure which shows an example of a usefulness verification sheet | seat. The figure which shows the list of a monitoring function. The figure which shows an example of a screen transition. The figure which shows an example of the screen transition of the risk index function which a branch store user can perform. The figure which shows an example of the screen transition of the risk index function which the headquarters user can do The figure which shows an example of the screen which can operate a classification function. The figure which shows an example of the screen which can operate a scoring function. The figure which shows an example of the screen which can operate a weighting function. The figure which shows an example of the screen which can operate a threshold value setting function. The figure which shows an example of a risk parameter | index screen. The figure which shows an example of a risk parameter | index list screen. The figure which shows an example of a risk parameter separate detailed screen. The figure which shows an example of a top N / bottom N screen. The figure which shows an example of a business / risk analysis screen (for a sales office). The figure which shows an example of a business and risk analysis screen (for headquarters). The figure which shows an example of the risk map screen according to business. The figure which shows an example of a pivot table screen.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 1 ... Server, 2 ... Terminal, 10 ... Actual data DB part, 11 ... Indicator table, 20 ... Program part, 21 ... Classification process part, 22 ... Scoring process part, 23 ... Weighting process part, 23a ... Usability verification process , 24 ... monitoring processing unit, 25 ... threshold setting processing unit, 26 ... alarm output processing unit, 30 ... index definition table unit, 31 ... classification table, 32 ... grading table, 33 ... weighting table, 33a ... usefulness verification Result table 34... Threshold table.

Claims (5)

An information processing apparatus capable of storing in a storage device a result of information processing related to an index indicating an element that deteriorates quality in paperwork and displaying information based on the result on a display device,
A classification processing means for classifying individual indicators into a hierarchical structure;
Scoring processing means for performing scoring to convert the actual data corresponding to each index classified by the classification processing means into a score based on the same scale;
An information processing apparatus comprising: weighting processing means for performing weighting according to importance on the score of actual data corresponding to each index scored by the scoring processing means.   The information processing apparatus according to claim 1, wherein the weighting processing unit includes a unit that verifies whether or not a contradiction has occurred between the individual indexes to which weighting has been performed.   It further comprises monitoring processing means for providing a user interface capable of selectively displaying on the display device a score of actual data corresponding to each index weighted by at least the weighting processing means. The information processing apparatus according to claim 1 or 2.   Threshold setting processing means for providing a user interface capable of setting a threshold value that serves as a criterion for necessity of alarm output with respect to the score of actual data corresponding to each index weighted by at least the weighting processing means. The information processing apparatus according to any one of claims 1 to 3, further comprising: In a computer capable of storing in a storage device a result of information processing regarding an index indicating an element that deteriorates quality in paperwork and displaying information based on the result on a display device,
The ability to classify individual metrics into a hierarchical structure;
A function for scoring to convert the actual data corresponding to each of the classified indicators into a score based on the same scale;
A program that realizes a function of weighting according to importance on a score of actual data corresponding to each index that has been scored.

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