JP2012252430A - Business data providing system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a business data providing system capable of structuring a shared CRM system even when a business host (data host) is different.SOLUTION: The business data providing system comprises: a provisional table storage part 32 in which a provisional table for each type of each data for stock companies A to J to be received is set; a transmission/reception part 31 for determining a type of data for stock companies A to J which has been received and making a provisional table corresponding to the determined type store the data; a conversion table storage part 32 in which a conversion table indicating a correspondence relationship between a data format of each data for stock companies A to J to be received and a common data format is stored; a common table storage part 35 in which a common table corresponding to each provisional table on a one-on-one basis is set; and a conversion processing part 34 for converting a data format of each data for stock companies A to J stored in the provisional table into a common data format on the basis of the conversion table and making the common table store each data for stock companies A to J having format having been unified to the common data format.

Description

  The present invention relates to a business data providing system for providing business data by SaaS (Software as a Service), and more particularly to a business data providing system for business data related to CRM (customer information management) for securities business.

  There is an information system for supporting sales operations by building a database by receiving account data such as deposit balance and transaction history for each customer from the account system which is a business host (data host). Used in securities companies. Account system that is business host (data host) performs customer registration, inquiry, order processing, etc. Account system data such as customer master, custody, transaction history is from account system that is business host (data host) It is transferred to a CRM (customer information management) system in a securities company and used for support of sales operations (see, for example, Patent Document 1).

JP 2006-134124 A

  FIG. 8 is a diagram for explaining transfer of account data from a conventional business host (data host) to a CRM system in a securities company. In FIG. 8, from the A system that is a business host (data host) managed by the A vendor to the CRM systems 2a to 2d of the securities companies A to D, from the B system that is the business host (data host) managed by the B vendor. The CRM systems 2e to 2g of the securities companies E to G, the business host (data host) managed by the C vendor to the CRM systems 2h to 2i of the securities companies HI to the business host (D An example is shown in which data for each securities company (account data) is transferred from the D system which is a data host) to the CRM system 2j of the securities company J. Since the format of securities company data transferred from the A to D systems is different in each system, there is a problem that a CRM system must be constructed for each business host (data host).

  The present invention has been made in view of such problems, and an object of the present invention is to provide a business data providing system capable of constructing a common CRM system even if business hosts (data hosts) are different. And

The business data providing system according to the present invention is configured as follows in order to achieve the above object.
The business data providing system according to claim 1 is a business data providing system that receives distribution of business data from a plurality of data hosts that distribute business data of different formats, and receives business data from the data host. Receiving means for determining whether it is business data corresponding to the user, temporary table storage means for storing the business data determined for each user by the receiving means in a temporary table set for each user, A conversion table storage unit storing a conversion table indicating a correspondence relationship between a data format of business data different for each data host and one common data format, and stored in the temporary table based on the conversion table Change business data into a unified common data format Conversion processing means, business table data converted into the common data format by the conversion processing means, a common table storage means for storing the business data in a common table set in one-to-one correspondence with the temporary table, And transmission means for transmitting the business data stored in the common table corresponding to the corresponding user to the client terminal in response to an access from the client terminal of the user.
The business data providing system according to claim 2 is characterized in that the received business data is account data of a plurality of users, and access to the common table is restricted for each user.
4. The business data providing system according to claim 3, wherein a rounding flag indicating whether or not each data item is necessary is set in the conversion table, and the conversion processing means selects a data item based on the rounding flag. 3. The business data providing system according to claim 1, wherein only necessary data items are converted and stored in the common table.

  The business data providing system of the present invention has the effect that a common CRM system can be constructed even if business hosts (data hosts) are different, and an inexpensive CRM service can be provided.

It is a block diagram which shows the structure of embodiment of the business data provision system which concerns on this invention. It is explanatory drawing for demonstrating the data transfer in the business data provision system shown in FIG. It is a figure which shows the data format example of the data for securities companies. It is explanatory drawing for demonstrating a host data bridge function. It is a figure which shows the example of a conversion table. It is a flowchart for demonstrating operation | movement of embodiment of the business data provision system which concerns on this invention. It is a figure showing the example of a display of a common table. It is a figure for demonstrating the conventional data transfer.

Hereinafter, preferred embodiments of the present invention will be described with reference to the accompanying drawings.
With reference to FIG. 1, the business data providing system 3 according to the present embodiment has a business host (data host) A to D systems 1a to 1d managed by A to D vendors and securities companies A to J, respectively. It is connected to the installed CRM client terminals 4a to 4j via a network 5 such as the Internet. The business data providing system 3 is a system installed in a provider environment, and is a service that can be used if there are CRM client terminals 4a to 4j and a network line without introducing a system to each securities company A to J. The securities business CRM service is provided to the CRM client terminals 4a to 4j via the network 5, that is, in the form of SaaS (Software as a Service).

  The A to D systems 1a to 1d are systems that perform customer registration, inquiry, order processing, and the like, and are configured by an information processing apparatus that operates by program control such as a computer. The A to D systems 1a to 1d include input means such as a keyboard and a mouse, control means such as a CPU (Central Processing Unit), ROM (Read Only Memory) storing a program for executing information processing, programs and data. Hardware resources such as storage means such as RAM (Random Access Memory) and HDD (Hard Disk Drive) for securing a storage area for expanding the storage.

  Referring to FIG. 2, the A system 1a functions as a business host (data host) that performs customer registration, inquiry, order processing, etc. of the securities companies A to D, and stores account data such as customer master, custody, and transaction history. The data for the securities companies A to D is transferred to the business data providing system 3 in the night batch or in real time. Further, the B system 1b functions as a business host (data host) that performs customer registration, inquiry, order processing, and the like of the securities companies EG, and stores account data such as a customer master, deposit, and transaction history. The data for G is transferred to the business data providing system 3 at night or in real time. Furthermore, the C system 1c functions as a business host (data host) that performs customer registration, inquiry, order processing, and the like of the securities companies HI, and stores account data such as customer master data, deposits, and transaction history. The data for I is transferred to the business data providing system 3 at night batch or in real time. Furthermore, the D system 1d functions as a business host (data host) that performs customer registration, inquiry, order processing, etc. of the securities company J, and accounts data such as customer master, deposit, transaction history, etc. And transferred to the business data providing system 3 at night batch or in real time.

  There are multiple types of data for securities companies A to J transferred from the A to D systems 1a to 1d to the business data providing system 3 for each securities company A to J (for example, customer data, deposit data, transaction data, etc.) The format is not decided between the A to D systems 1a to 1d, and the data format such as item names is not unified for each of the A to D systems 1a to 1d. FIG. 3A shows a part of the customer A company data example of the securities company A data transferred from the A system 1a to the business data providing system 3, and FIG. 3B shows the B system 1b. A part of customer data example of company B in the data for brokerage company B transferred from the company to the business data providing system 3 is shown. The data formats of the A company customer data and the B company customer data are defined by items and the number of digits of data, and the data of each item number is a data item. Comparing the two, items 1 and 2 of company A customer data and items 1 and 2 of company B customer data differ in item name and number of digits even though they are substantially the same data. Further, the items 3 and 4 of the company A customer data and the items 3 and 4 of the company B customer data have the same item name but different numbers of digits. Further, the data corresponding to the item 6 of the A company customer data does not exist in the B company customer data. Furthermore, the items 7, 8, and 9 of the company A customer data and the items 6, 7, and 8 of the company B customer data have the same item name but different item numbers and digits.

  The business data providing system 3 is a system for providing business data to the CRM client terminals 4a to 4j, and is composed of an information processing device that operates under program control such as a computer. The business data providing system 3 expands input means such as a keyboard and a mouse, control means such as a CPU (Central Processing Unit), ROM (Read Only Memory) storing a program for executing information processing, programs and data Hardware resources such as storage means such as a RAM (Random Access Memory) and an HDD (Hard Disk Drive) for securing a storage area for storage. Referring to FIG. 1, a control unit such as a CPU functions as a transmission / reception unit 31 and a conversion processing unit 34, and a storage unit such as an HDD serves as a temporary table storage unit 32, a conversion table storage unit 33, and a common table storage unit 35. Function.

  Referring to FIG. 2, business data providing system 3 receives business data distributed from A to D systems 1a to 1d, that is, data for securities companies A to D transferred from A to D systems 1a to 1d, respectively. , A host data bridge function that converts received data for securities companies A to D into a common data format, and a CRM for securities companies that provides data for securities companies A to D converted to a common data format to securities companies A to J, respectively It has a service function.

  The transmission / reception unit 31 determines the type of data for the securities companies A to D received from the A to D systems 1a to 1d, and stores the data in the temporary table storage unit 32 without processing. In addition, it executes a CRM service function for a securities company that provides the CRM client terminals 4a to 4j with data for the securities companies A to D stored in the common table storage unit 35.

  In the temporary table storage unit 32, a temporary table in which the data for securities companies A to J is stored without being processed is set. The temporary table is set for each securities company A to D and for each type of customer data, deposit data, transaction data, and the like. That is, the temporary table is set for each type of data for the securities companies A to J received, and the data for the securities companies A to D received from the A to D systems 1 a to 1 d is determined by the transmission / reception unit 31. Each is stored in a temporary table corresponding to the type. FIG. 4 shows, as an example of a temporary table, an AJ company customer table in which customer data for each securities company AJ is stored without being processed.

  In the conversion table storage unit 33, the correspondence between the items of the data for the securities companies A to J for each of the A to D systems 1a to 1d and the items of the common table set in the common table storage unit 35 is shown. A conversion table in which the number of digits for each item of the common table is set is stored. The conversion table is prepared for each type of customer data, deposit data, transaction data, etc. of data for securities companies A to D. FIG. 5 shows an example of a conversion table for customer data. Further, as shown in FIG. 5, the conversion table is provided with a discard flag indicating whether or not the data item is necessary.

  The conversion processing unit 34 uses the conversion table stored in the conversion table storage unit 33 as a host data bridge function, and uses the securities companies A to J stored in the temporary table set in the temporary table storage unit 32. A conversion process for converting the data to the common data format is executed. As the conversion process to the common data format, first, the item number, item name, and number of digits are different for each of the A to D systems 1a to 1d. Is called. By having such a conversion table on the business data providing system 3, the data for the respective securities companies A to J can be converted into a common data format and stored. In addition, automatic conversion is also possible by preparing item name conversion rules. Data for securities companies A to J unified in a common data format is stored in a common table set in the common table storage unit 35. In the conversion process, necessary data items are selected based on the conversion table discard flag, and only the necessary data items are stored in the common table.

  In the common table storage unit 35, a common table in which data for securities companies A to D unified in a common data format is stored is set. The common table is set for each securities company A to D and for each type of customer data, deposit data, transaction data, and the like. FIG. 4 shows, as an example of a common table, an A to D company customer table in which customer data for each securities company A to D unified in a common data format is stored. As shown in FIG. 4, the temporary table set in the temporary table storage unit 32 and the common table set in the common table storage unit 35 correspond one-to-one. Therefore, the corresponding temporary table and common table are managed by giving the same table name, a table name that identifies the securities company, and the type, or by providing a comparison table that associates the temporary table with the common table.

  The CRM client terminals 4a to 4j are information processing apparatuses that are installed in the securities companies A to J and operate by program control such as a computer that can access the business data providing system 3 installed in the provider environment via the network 5. It is configured. The A to D systems 1a to 1d include input means such as a keyboard and a mouse, control means such as a CPU (Central Processing Unit), ROM (Read Only Memory) storing a program for executing information processing, programs and data. Hardware resources such as RAM (Random Access Memory), HDD (Hard Disk Drive), etc., and output means such as a display.

Next, the operation of the business data providing system 3 according to the present embodiment will be described in detail with reference to FIG.
The transmission / reception unit 31 of the business data providing system 3 monitors the reception of securities company data that is transferred in a batch at night or in real time (step A1). Identification, that is, identification of the type of the received securities company data is performed (step A2). The securities company and the type, that is, the type can be specified based on the protocol between the transfer source system and the items described in the header.

  Next, the transmitting / receiving unit 31 stores the received data for the securities company in the temporary table corresponding to the specified securities company and type as it is without being processed (step A3). Since the temporary table is set in the temporary table storage unit 32 for each securities company and type, data can be accumulated while maintaining the data security of each securities company. In addition, it is preferable to check the consistency of the securities company data during the processing operations of steps A2 and A3. That is, in the A to D systems 1a to 1d, the data format of the securities company data may be changed by each vendor, and the item number, item name, and number of digits may be changed. It is possible to determine whether or not the data format of the securities company data has been changed. The consistency of the securities company data can be checked using, for example, a conversion table stored in the conversion table storage unit 33, whether the item number, item name, number of digits has been changed, It is possible to determine whether or not the data is correct corresponding to the item name. If it is determined by the consistency check that the data format of the securities company data has been changed, a warning is output by an output means such as a display (not shown) without storing the securities company data in the temporary table, and the operator Is instructed to correct the conversion table.

  Next, the conversion processing unit 34 monitors the completion of storage of the securities company data in the temporary table (step A4). When the storage in the temporary table is completed, the conversion processing unit 34 stores the data in the conversion table storage unit 33. Based on the conversion table, data items are selected and the securities company data stored in the temporary table is converted into a common data format (step A5), and the securities company data unified in the common data format is converted into the common table. It memorize | stores in the common table set to the memory | storage part 35 (step A6). The temporary table set in the temporary table storage unit 32 and the common table set in the common table storage unit 35 have a one-to-one correspondence, so that data security of each securities company is maintained. You can load from a temporary table to a common table. In addition, since only necessary data can be stored by selecting data items during the conversion process in step A5, it is useful for effective use of system resources.

  The transmission / reception unit 31 receives access from the CRM client terminals 4a to 4j, and stores the data for the securities companies A to J stored in the common table of the common table storage unit 35, that is, the securities companies A to A unified to the common data format. The brokerage company CRM service function for providing the J data to the CRM client terminals 4a to 4j is executed. Since the data for the securities companies A to J is unified in a common data format, the transmission / reception unit 31 can provide a common screen to the CRM client terminals 4a to 4j. Note that the securities company data stored in the common table is data dedicated to each securities company, and it is necessary to provide the securities company data while maintaining the data security of each securities company. Accordingly, by restricting the access right to the common table with a password or the like, the transmission / reception unit 31 prohibits reference to data for securities companies of other securities companies. In this embodiment, since a common table is set for each securities company and each type of securities company data, it is possible to easily restrict access and maintain data security.

  In FIG. 7, display item selection screens displayed when accessing data for securities companies A to J stored in the common table of the common table storage unit 35 from the CRM client terminals 4 a to 4 j are displayed. On the display item selection screen, necessity flags are provided in addition to the item number, item name, and number of digits, and the items to be displayed can be selected according to the necessity flag, and user-specific data can be displayed. It has become.

  By using the conversion table stored in the conversion table storage unit 33, not only the conversion process to the common data format but also the conversion to the data format of another system (for example, from the data format of the A system 1a to the B system 1b data format). This conversion process makes it easy to convert data for securities companies A to J even when the securities company changes a business host (data host), that is, a system to be used.

  Further, in the present embodiment, the example in which the business data providing system 3 is applied to the business data of a securities company has been described. However, the business data providing system of the present invention is similar to business data (for example, a customer) other than a securities company. Data, deposit data, transaction data, etc.) can also be applied to entities in similar fields (for example, securities and finance in general).

  As described above, the business data providing system 3 according to the present embodiment distributes business data from the A to D systems 1a to 1d, which are a plurality of business hosts (data hosts) that distribute business data having different formats. The transmission / reception unit 31 receives business data from the A to D systems 1a to 1d and determines which user corresponds to the business data, and the transmission / reception unit 31 discriminates for each user. Correspondence relationship between temporary table storage unit 32 for storing business data in a temporary table set for each user, data format of business data different for each of A to D systems 1a to 1d, and one common data format A conversion table storage unit 32 storing a conversion table indicating a temporary table based on the conversion table The conversion processing unit 34 that converts stored business data into a unified common data format, and the business data converted into the common data format by the conversion processing unit 34 are set in one-to-one correspondence with the temporary table. In response to access from the common table storage unit 35 and the user's CRM client terminals 4a to 4j, the business data stored in the common table corresponding to the corresponding user is stored in the CRM client terminals 4a to 4a. By providing the transmission / reception unit 31 for transmission to 4j, even if the business host (data host) is different and the data format is different for each business host (data host), the data is automatically converted into a common layout. Provide an inexpensive CRM service Door can be.

  In addition, by setting up a one-to-one common table in the temporary table for each type of business data and restricting access to the common table for each securities company, the securities company maintains the data security of each securities company. Data can be provided. Furthermore, a round-off flag indicating whether or not each data item is necessary is set in the conversion table, and the data items are selected based on the round-off flag, and only the necessary data items are stored in the common table. Useful for effective use.

  Furthermore, by checking the consistency of the received business data based on the conversion table, the conversion processing unit 34 can determine whether or not the data format of the business data has been changed by each vendor.

The business data providing method of the present invention is a business data providing method for receiving business data distribution from a plurality of data hosts that distribute business data of different formats.
Business data is received from the data host by the receiving means to determine which user corresponds to the business data, and the business data determined for each user is set for each user in the temporary table storage means. A conversion table indicating the correspondence between the data format of business data different for each data host and a common data format, and storing the conversion table by the conversion processing unit. Based on the table, the business data stored in the temporary table is converted into the unified common data format, and the business data converted into the common data format by the conversion processing unit is converted into the temporary data in the common table storage unit. Common setting corresponding to the table one-to-one The business data stored in the table and stored in the common table corresponding to the corresponding user may be transmitted to the client terminal by a transmission unit in response to access from the client terminal of the user. .
Furthermore, in the business data providing method of the present invention, the received data may be account data of a plurality of users, and the common table may be restricted for each user by a transmitting / receiving unit.
Further, in the business data providing method of the present invention, a rounding flag indicating whether or not each data item is necessary is set in the conversion table, and the conversion processing unit selects the data item based on the rounding flag. In addition, only the necessary data items may be stored in the common table.

The business data providing system according to the present invention is a business data providing system that is installed in a provider environment and provides business data in the form of SaaS. A temporary table is set for each type of data received from a plurality of systems. A temporary table storage means, a receiving means for determining the type of received data and storing it in the corresponding temporary table, and a conversion table showing the correspondence between the data format of the received data and the common data format The stored conversion table storage means, the common table storage means in which a common table corresponding to the temporary table in a one-to-one correspondence is set, and the data stored in the temporary table based on the conversion table Converted to a common data format and unified to the common data format And conversion processing means for storing a over data to the common table, it may be characterized in that a transmitting means for providing the data stored in the common table in response to the access from the client terminal.
Furthermore, in the business data providing system of the present invention, the received data may be account data of a plurality of securities companies, and the common table may be restricted in access for each securities company.
Furthermore, in the business data providing system of the present invention, a rounding flag indicating whether or not each data item is necessary is set in the conversion table, and the conversion processing means selects a data item based on the rounding flag. Then, only the necessary data items may be stored in the common table.

The business data providing method of the present invention is a business data providing method that is installed in a provider environment and provides business data in the form of SaaS, and is provided for each type of data received from a plurality of systems in a temporary table storage unit. The correspondence between the data format of the data received in the conversion table storage unit and the common data format is determined by determining the type of data received by the transmission / reception unit and storing it in the corresponding temporary table. A common table corresponding to the temporary table in a one-to-one correspondence is set in the common table storage unit, and stored in the temporary table based on the conversion table by the conversion processing unit. The data is converted to the common data format and the common data format One data is stored in the common table, it may be characterized to provide data stored in the common table in response to the access from the client terminal by transmitting and receiving unit.
Further, in the business data providing method of the present invention, the received data is account data of a plurality of securities companies, and the transmission / reception unit restricts access to the common table for each securities company. good.
Further, in the business data providing method of the present invention, a rounding flag indicating whether or not each data item is necessary is set in the conversion table, and the conversion processing unit selects the data item based on the rounding flag. In addition, only the necessary data items may be stored in the common table.

  Note that the present invention is not limited to the above-described embodiments, and it is obvious that the embodiments can be appropriately changed within the scope of the technical idea of the present invention. In addition, the number, position, shape, and the like of the constituent members are not limited to the above-described embodiment, and can be set to a suitable number, position, shape, and the like in practicing the present invention. In each figure, the same numerals are given to the same component.

1a to 1d A to D system 2a to 2j CRM system 3 Business data providing system 4a to 4j CRM client terminal 5 Network 31 Transmission / reception unit 32 Temporary table storage unit 33 Conversion table storage unit 34 Conversion processing unit 35 Common table storage unit

Claims (3)

A business data providing system that receives business data from multiple data hosts that distribute business data of different formats,
Receiving means for receiving business data from the data host and determining which user is the business data;
Temporary table storage means for storing business data determined for each user by the reception means in a temporary table set for each user;
A conversion table storage means for storing a conversion table indicating a correspondence relationship between a data format of business data different for each data host and one common data format;
Conversion processing means for converting the business data stored in the temporary table into the unified common data format based on the conversion table;
Common table storage means for storing the business data converted into the common data format by the conversion processing means in a common table set in one-to-one correspondence with the temporary table;
A business data providing system comprising: transmission means for transmitting business data stored in the common table corresponding to a corresponding user to the client terminal in response to an access from the client terminal of the user . The received business data is account data of multiple users,
2. The business data providing system according to claim 1, wherein access to the common table is restricted for each user. In the conversion table, a discard flag indicating whether or not each data item is necessary is set,
3. The conversion unit according to claim 1, wherein the conversion processing unit selects data items based on the discard flag, converts only necessary data items, and stores the converted data items in the common table. Business data provision system.

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