JP3875649B2 - Customer information arrangement program and customer information arrangement method - Google Patents

Description

[0001]
BACKGROUND OF THE INVENTION
  The present invention relates to a customer information arrangement program and a customer information arrangement method.
[0002]
[Prior art]
[Patent Document 1]
  JP-A-7-192053
[Patent Document 2]
  Japanese Patent Laid-Open No. 7-141391
  Conventionally, transactions with customers in all industries require a quick response to customer needs. In other words, it is necessary to grasp customer needs as quickly and accurately as possible and continue to provide appropriate services in order to maintain and improve a good relationship with customers.
[0003]
  For this reason, today, the needs of customers are being grasped using various media such as newspapers and the Internet. However, in order to grasp the more accurate necessary information, sales that have the most contact points with customers are being conducted. It is possible to collect information through the person in charge. Therefore, we will provide accurate services that meet the needs of the times by actively recording customer needs that each sales representative has felt through contact with customers, and then using information processing technology. A method is conceivable.
[0004]
[Problems to be solved by the invention]
  However, sales representatives generally feel hesitant about making their sales information public, so it is expected that it will be difficult for sales representatives to collect customer needs. .
[0005]
  In addition, we analyze the “contact information” of who has contacted which customers among all employees, including sales representatives, from schedule information and daily report information that has been naturally accumulated every day, Although it is conceivable for sales representatives to share, there are various ways of describing schedules by each sales representative, and since ambiguous expressions are frequently used, it has been extremely difficult to summarize them.
[0006]
  Therefore, in the invention of Patent Document 1, it is shown that a rule (internal rule) relating to an input method is set in advance and a customer name is input accurately. In addition, when input according to the internal rules is not thorough, processing / work called “name identification” that collects the same customer by analyzing multiple pieces of information entered for the same customer using a word dictionary etc. It is shown. That is, it is considered that activity record data that facilitates later analysis can be left by setting detailed rules and mechanisms of input as internal rules.
[0007]
  However, if there are internal rules regarding the input method for recording daily reports and schedules for sales activities, it takes time to learn new rules, which causes a heavy burden on sales representatives. In addition, the sales staff could not expect an abundant amount of data because the more complicated the time-consuming information input work is, the more the data input work is avoided. In other words, it is possible that sufficient results cannot be obtained. In addition, there has been a problem that a large amount of activity record data input so far is wasted.
[0008]
  Furthermore, it is also possible to analyze the ambiguous records input by sales representatives using the advanced Japanese processing technology and appropriately record the activity record data entered as appropriate without setting a special input format. Conceivable. However, this not only requires the use of very expensive search engines with high-performance language processing capabilities, but the computer language processing is still not accurate enough and is data about which customers are humans. Something that could be easily judged was difficult for computers. In addition, ambiguous records entered by sales representatives often do not follow the correct grammar, which often renders them unparseable.
[0009]
  The present invention has been made in consideration of the above-mentioned matters, and its purpose is an ambiguous description, but from an abundant amount of activity record data that is naturally accumulated daily by many people in the company, The object is to provide a customer information arrangement program and a customer information arrangement method that make it possible to easily extract and aggregate customer names.
[0010]
[Means for Solving the Problems]
  In order to achieve the above object, the customer information organizing program of the present invention is appropriately input to the computer without defining a special input format.ScheduleBy using information about customers in the data, let the computer create a processing field that records customer contact information, and extract information about each customer from this customer contact information.ScheduleIt is a program for creating a customer identification database that organizes data, using a customer name conversion table that clarifies the relationship between the formal name of each customer who makes a transaction and the ambiguous name stored in a computer, Unnecessary characters that can be deleted in the processing field stored in the computer by causing the computer to extract the information about each customer after converting the ambiguous name of the customer recorded in the processing field into a formal name Uses a deletion table that records unnecessary character strings, and includes a character deletion process that causes the computer to delete unnecessary characters or unnecessary character strings in the processing field. The computer converts the ambiguous name of the customer into an official name. If there is no official name corresponding to the customer name conversion table in the The start of the string is set to the string of predetermined characters as a temporary customer name, it is characterized in that to create an identification impossible database. (Claim 1)
[0011]
  Therefore, by using the present invention, an ambiguous name of a customer input by a sales representative or the like is mechanically converted into an official name of the customer. The search and conversion of the character string is a process that can be easily performed with a simple program for a computer. In other words, by extracting information about each customer, we analyze the customers who have been able to handle sales before and the customers who have not been able to respond sufficiently, and clarify the causes to improve sales activities. Can be achieved.
[0012]
  in addition,ScheduleSince there is no special input format for data, employees such as sales representatives are exactly the same as before.ScheduleData can be accumulated, and input work is not burdened much. In addition, abundantly accumulating with nature every dayScheduleA huge amount of data and already abundantly accumulatedScheduleSince it is possible to collect and extract information about each customer using data,ScheduleData can be used effectively.
  In addition, a deletion table that records unnecessary characters or unnecessary character strings that can be deleted in the processing field stored in the computer is used to cause the computer to delete unnecessary characters or unnecessary character strings in the processing field. Since character deletion processing is included, it is possible to position the customer name at the beginning of the processing field by deleting unnecessary characters and unnecessary character strings contained in the processing field, and the customer name is at the beginning of the processing field. Since it is located, it becomes possible to easily extract information about each customer from the beginning of the processing field using a character string of a predetermined number of characters as a key, and to sort by customer name.
  Further, when there is no official name corresponding to the customer name conversion table in the process of converting the ambiguous name of the customer into the official name in the computer, a character string of a predetermined number of characters from the beginning of the character string left in the processing field is Since it is set as a temporary customer name and an indistinguishable database is created, it becomes possible to organize and collect information about new customers or customers described in ambiguous names that are not in the customer name conversion table for each customer.
[0013]
  For example, customer name isScheduleEnter at the top of the data, or visit multiple customersScheduleIt goes without saying that input rules that do not burden the employee, such as entering data separately, may be established.
[0014]
  SaidScheduleWhen the field in which the information about the customer in the data is recorded is a field indicating the purpose and destination managed by the employee schedule system or daily report management system (Claim 2), a special input format is used. In the field indicating the purpose and destinationScheduleSince the character string indicating the customer name required as data is almost certainly included, the contact information for each customer can be reliably extracted.
[0015]
  When the computer includes a character conversion process for converting a character or character string in the processing field into another character or character string (Claim 3), the characters or character strings can be unified. , Each employee's unique expression can be unified expression.
[0016]
[0017]
  The customer name conversion table records a customer code assigned in correspondence with the official name of the customer, and a customer code field for recording the customer code in a computer in the process of converting the ambiguous name of the customer into the official name In the case of creation (claim 4), information about the customer can be easily extracted by using the customer code.
[0018]
[0019]
  A non-convertible list showing temporary customer names listed in descending order from the unidentifiable database is displayed on the computer, and the operator responds to the official name of the customer based on the non-convertible list.ScheduleA character string representing the customer name in the data can be input to the computer, and the character string input to the computer is added to the customer name conversion table in association with the corresponding customer's official name as an ambiguous customer name. Register and apply all relevant information in the unidentifiable databaseScheduleWhen the data is transferred to the customer identification database (Claim 5), the data in the non-identifiable database can be transferred to the customer identification database to collect data related to the same customer, and the customer name conversion table is enhanced. This designation can be identified from the next time.
[0020]
  In addition, since the non-convertible list is a list of temporary customer names in descending order of the number of cases, the operator efficiently converts the temporary customer names to the customer's official name by processing in order from the non-convertible list. it can. In addition, since it is easy for the operator to associate a formal name with a temporary customer name, it is possible to easily input an ambiguous name of the customer in association with the formal name.
[0021]
  A name candidate list showing a list of characters close to the character string indicating the official name of the customer among the character strings indicating the temporary customer name is displayed on the computer, and the operator indicates the temporary customer name in the name candidate list. By specifying a character string, it corresponds to the official name of the customerScheduleA character string representing the customer name in the data can be input to the computer, and the character string input to the computer is added to the customer name conversion table in association with the corresponding customer's official name as an ambiguous customer name. Register and apply all relevant information in the unidentifiable databaseScheduleIn order to transfer data to the customer identification database (claim 6), the data in the non-identifiable database is migrated to the customer identification database, and the data relating to the same customer is summarized, and the customer name conversion table is enriched. This designation can be identified. Further, the operator can easily input the customer's ambiguous name by associating it with the official name simply by designating the character string indicating the temporary customer name from the name candidate list.
[0022]
  In the name candidate list, whether the character string indicating the temporary customer name is close to the character string indicating the customer's official name is determined by dividing the temporary customer name into character units, and each character code is in that order in the customer name conversion table. Can be listed as candidate names in association with those included in the official name of the customer.
[0023]
  Display a non-convertible list showing temporary customer names in a descending order from the unidentifiable database on the computer, and based on this non-convertible list, the operator should delete characters or character strings to be deleted, When this character or character string input to the computer can be input to the computer and added to the deletion table as an unnecessary character or unnecessary character string (claim 7), the customer name input by the employee is added. Unnecessary unnecessary characters or unnecessary character strings can be easily determined, and can be additionally registered in the deletion table. As a result, the contents of the deletion table can be enriched and conversion to the customer's official name can be performed more reliably.
[0024]
  The customer information organizing method of the present invention is appropriately input without defining a special input format in the computer.ScheduleBy using information about customers in the data, let the computer create a processing field that records customer contact information, and extract information about each customer from this customer contact information.ScheduleA method for creating a customer identification database for organizing data, storing a customer name conversion table that clarifies the relationship between the formal name of each customer to be traded and its ambiguous name, and using this customer name conversion table After converting the ambiguous name of the customer recorded in the processing field to the official name, the information about each customer is extracted, and the computer records unnecessary characters or unnecessary character strings that can be deleted in the processing field. There is no official name corresponding to the customer name conversion table in the process of storing the deletion table and deleting unnecessary characters or unnecessary character strings in the processing field and causing the computer to convert the ambiguous name of the customer to the official name. In this case, a character string of a predetermined number of characters from the beginning of the character string left in the processing field is set as a temporary customer name, It is characterized in that to create the database. (ClaimItem 8)
[0025]
  That is, the present invention is not only realized by programming the above-described series of procedures in a computer as a customer information organizing program, but the operator uses a general-purpose spreadsheet program or the like to convert, search, and sort characters or character strings. You may implement | achieve by making a computer perform a process etc. sequentially by command input etc.
[0026]
DETAILED DESCRIPTION OF THE INVENTION
  FIG. 1 is a diagram conceptually showing an example of an overall configuration for explaining a customer information organizing program and a customer information organizing method of the present invention.
  In FIG. 1, 1 is activity record data D relating to a company's sales.₀(In this exampleActivity record system for managing schedule data), and activity record data D at each branch₀Database server management server 2 (2a, 2b...), Terminals 4a, 4b... Used by sales representatives 3a, 3b..., And terminals 4a, 4b. To the management servers 2a, 2b,..., And a network 5 such as an intranet or the Internet that enables transmission of schedule data of business activities.
[0027]
  Reference numeral 6 denotes a customer who is a sales target. Since this customer 6 is a person in charge of various companies, it is expressed as a company 6 in the following description. However, the present invention is not limited to the fact that the customer is a company, and the customer may be an individual including an individual person in charge of each company. In the following description, the sales representatives 3a, 3b,... May be comprehensively expressed as sales representative 3 in contact with the company 6. Then, the activity record system 1 having the above-described configuration stores schedule data of sales activities of each salesperson 3 for each company 6.₀Are recorded in the databases DBa, DBb.
[0028]
  Reference numeral 7 denotes a processing computer configured to be connectable to the network 5, and a customer information organizing program P is input into the processing computer 7. This customer information organizing program P uses the computer 7 to record activity record data D from each management server 2a, 2b...₀Is downloaded and processed appropriately so that the customer identification database D₁, Unidentifiable database D₂And error database D_ThreeIs formed.
[0029]
  7a is a display unit of the computer 7, 7b is an input unit such as a keyboard, and 7c is an output unit such as a printer. Reference numeral 8 denotes an operator of the computer 7, and the operator 8 uses the computer 7 to store the database D.₀~ D_ThreeIt is also an administrator who manages Further, the manager 8 uses the contents displayed on the display unit 7a and the visit list for each customer (visit list for each customer) 9 output using the printer 7c to determine how much sales activities are being performed for each company 6. This makes it possible to carry out effective and efficient sales activities so that a comprehensive decision can be made and an appropriate response can be made with a sufficient understanding of the needs of the customer (company).
[0030]
  2 to 4 show the activity record data D₀FIG. 5 is a diagram for explaining a series of operations of the customer information organizing program P until the customer visit list 9 is output, and FIGS. 5 to 8 show the data generated by the operation of the customer information organizing program P. It is a figure which shows an example.
[0031]
  In FIG. 2, Sa is activity record data D.₀Are input from each database DBa, DBb ... to input various customer contact information (name, date and time, subject or purpose, place or destination, remarks, etc. of sales person in charge 3), for example, purpose (subject) and location ( First processing 10 for performing character conversion for unifying characters, deleting time notation, and the like from the field indicating the destination) is a processing field generated by the first processing Sa. The first process Sa can be divided into the processes of steps S1 and S2 shown in FIG.
[0032]
  4, step S1 is a step of downloading customer contact information by accessing the server 2 via the network 5 or the like, assigning each field 11a, 11b... And adding a processing field 10. 5 is activity record data D input by the process of step S1.₀The example which created the processing field 10 using is shown.
[0033]
  As shown in FIG. 5, in the process of step S1, the contents added to the processing field 10 are the contents of the following fields 11a and 11b indicating the purpose (including the subject) and the destination (including the place and remarks). Insert double-byte blanks between (xxx, yyy, aaa, bbb).
[0034]
  In other words, each salesperson records the name of the company 6 (customer) who contacts either the purpose (subject) or the destination (location or remarks) when recording the schedule data. In 10, the company name (customer name) is input with certainty.
[0035]
  Then, the next step S2 is a step of deleting the capital letter conversion and the time notation in the processing field 10. That is, for example, the process of converting half-width characters to full-width characters, lower-case letters to upper-case letters, "-(long note)" to "-(minus)", and deletion of time notation (10:00, 10:00, etc.) By doing so, it is possible to unify expressions by mechanical character conversion processing or character deletion processing.
[0036]
  Referring back to FIG. 2 again, 12 is a company name (customer name) conversion table for clarifying the relationship between the formal name of each company 6 to be stored and the ambiguous name stored in the computer 7, and Sb is the company name conversion table 12. An ambiguous name (hereinafter referred to as an ambiguous company name) relating to a company in the processing field 10 formed by using, is converted into an official name (hereinafter referred to as an official company name) and a company (customer) code corresponding to this is converted. 13 is a company code field in which the company code obtained in the second process Sb is written, and 14 is a company name (customer) in which the official company name converted in the second process Sb is recorded. Name) field. The second process Sb can be divided into the processes of steps S3 to S6 shown in FIG.
[0037]
  4, step S3 is a step of converting an ambiguous company name in the processing field 10 into an official company name. More specifically, the company name conversion table 12 is included in the data of the processing field 10. Check whether the name of the recorded in exists. The company name conversion table 12 used at this time is, for example, as shown in FIG.
[0038]
  In FIG. 6, 15 is an official company name field indicating the official company name, 16 (16a, 16b...) Is a name field for recording at least one name corresponding to each official company name as an ambiguous company name, and 17 is an official company name. This is a company code field for recording a company code corresponding to. In the name field 16, an ambiguous name of each company 6 recorded as schedule data by each sales representative 3 is recorded, and usually there are a plurality of names corresponding to one official company name. The company code recorded in the company code field 17 is for the computer 7 to identify each company 6, and a code that does not overlap with other companies is recorded.
[0039]
  Step S4 is a step of determining whether or not the company name has been converted to the official company name using the company name conversion table 12. If it can be converted into a formal company name, step S5 is executed next. If conversion into a formal company name is not possible, the process jumps to step S6.
[0040]
  Step S5 is a company (customer) name identification database D₁It is a step to create. That is, in addition to the customer contact information already input, the company name identification database D including the processing field 10, the company code field 13 added to record the company code, and the company name field 14.₁Create The company name identification database D created here₁The company code field 13 is set with a company code, and the company name field 14 is set with the official company name converted in step S3.
[0041]
  On the other hand, in step S5, the unidentifiable database D₂It is a step to create. In other words, in addition to the customer contact information that has already been input, the non-identifiable database D that includes the processing field 10 and the company code field 13 and the company name field 14 that are respectively set to blank.₂Create
[0042]
  FIG. 7 shows a database D created by the processing shown in steps S3 to S5.₁, D₂It is a figure which shows an example simply. In FIG. 7, the character strings “○ gas meeting” and “□□□ dinner” in the first and second lines of the processing field 10 include the character strings in the name field 16 shown in FIG. 6. Therefore, the company code field 13 and the company name field 14 respectively record the corresponding company code and official company name, and these lines are the company (customer) identification database D.₁Configure.
[0043]
  On the other hand, since the character string “▽▽ Glass meeting” in the third line of the processing field 10 does not include the character string in the name field 16 shown in FIG. 6, the company code field 13 and the company name field 14 is all blank, and this line is indistinguishable database D₂Configure. Indistinguishable database D₂In the creation stage, as will be described later with reference to FIGS.₂The unnecessary characters included in the processing field 10 are deleted and, for example, the first three characters are recorded in the company name field 14 as a temporary company name from the character string left in the processing field 10. Nothing is set in the company code field 13.
[0044]
  FIG. 3 shows the company identification database D₁And indistinguishable database D₂It is a figure explaining the next process regarding. In FIG. 3, Sc is a company identification database D₁And indistinguishable database D₂3 shows a third process of collecting the information for each company and outputting the visit list 9 for each company. The third process includes steps S7 and S8 shown in FIG.
[0045]
  That is, in FIG. 4, step S7 is a company identification database D.₁And indistinguishable database D₂This is a step of performing a process of collecting customer contact information for each company using a company code or a formal company name and a temporary company name. For the computer 7, the processing using the company code can be performed more easily. However, since the official company name or the temporary company name is recorded in the company name field 14, the operator 8 can use the official company name or the temporary company name. By designating the name, only activity record data relating to the target company 6 can be received as the company-specific visit list 9.
[0046]
  Next, step S8 is a step of performing a process of outputting the company-specific visit list 9 using, for example, the printer 7c. Needless to say, this output is not limited to output on paper using the printer 7c, but can be variously changed such as display on a screen, transmission of an e-mail, and provision of information using a home page.
[0047]
  FIG. 8 shows an example of the company visit database 9 as a company identification database D sorted in the order of company names.₁An output example is shown. (Note that database D cannot be identified, sorted in order of temporary company name.₂An example of the output is shown in FIG. ) The operator (administrator) 8 can determine how much the sales activities for each company 6 are performed by which person in charge by using the company-specific visit list 9 output from the computer 7. Therefore, it is possible to plan appropriate sales activities so as to quickly answer the needs of each company 6.
[0048]
  9 to 11 show the unidentifiable database D.₂FIG. 12 to FIG. 17 are diagrams showing examples of tables or outputs used for these processes.
[0049]
  In FIG. 9, Sd is an unidentifiable database D₂In the fourth process, 18 deletes unnecessary characters included in the process field 10 and sets a temporary customer name and creates various lists that can be referred to in order to optimize each table. A deletion table used for determining an unnecessary character or an unnecessary character string in Sd, 19 is a candidate name list created in the fourth process Sd, and 20 is a non-convertible list. Further, the fourth process Sd includes a plurality of steps S10 to S14 shown in FIG.
[0050]
  In FIG. 11, S10 is an unidentifiable database D.₂This is a step of deleting unnecessary characters or unnecessary character strings from the processing field 10. Here, the deletion table 18 is used.
[0051]
  FIG. 12 is a diagram showing an example of the deletion table 18. Each unnecessary character or unnecessary character string recorded as a deletion target in the deletion table 18 is a lexical phrase that each sales person 3 inputs together with the company name, and these words are common to some extent although there are exceptions. ing. In addition, since the method of assigning a sending pseudonym is different or the way of omission is different depending on the sales person who inputs, it is desirable that the deletion table 18 includes a plurality of character strings even in the same meaning.
[0052]
  In the present specification, “character string” indicates a series of characters in which a plurality of characters are arranged, and the deletion table 18 may include a single character (for example, a space). Is recorded with an unnecessary character or an unnecessary character string.
[0053]
  Step S11 in FIG. 11 is a trimming process, which is a step of deleting unnecessary blanks (for example, spaces). If the deletion table 18 includes unnecessary characters or unnecessary character strings for the trimming process, the process of step S11 is included in the process of step S10.
[0054]
  FIG. 13 is a diagram showing an example of deleting unnecessary characters shown in steps S10 and S11. As shown in FIG. 13, in the processing field 10 before the deletion process, a character string (“visited company”, “building survey”, “planned visit”, “local explanation”, etc.) indicating the contents of business for each company before the company name. It is included. Therefore, since these character strings are all included in the deletion table 18 shown in FIG. 11 as deletion target characters, the processes in steps S10 and S11 are repeated until there is no deletion target character in the processing field 10. As a result, each company name comes to the top of the processing field.
[0055]
  Although not shown, if the processing field becomes blank due to deletion of unnecessary characters in steps S10 and S11, the data is processed as error data, and the corresponding data is stored in the error database D._ThreeAnd
[0056]
  S12 is a step of recording, for example, the first three characters from the character string left in the processing field 10 in the company name field 14 as a temporary company name. Nothing is set in the company code field 13.
[0057]
  FIG. 14 shows a database D that cannot be identified by setting a temporary company name.₂FIG. 15 is a diagram showing the unidentifiable database D formed by the process of step S12.₂An example is shown. Here, the simple character string processing by the computer 7 cannot determine how many characters from the beginning are the company name, but as an example, the first three characters are set as the temporary company name. As a result, the temporary company name set in the company name field 14 becomes longer than the approximate abbreviation and has a certain length sufficient to identify the company.
[0058]
  That is, the computer 7 can identify the same temporary company name mechanically, and can process these collectively. Note that it is possible to freely select the number of characters from the beginning as the temporary company name, and it goes without saying that the present invention is not limited to three characters.
[0059]
  In addition, S13 in FIG. 11 uses each temporary company name shown in FIG.₂Is generated, and a candidate name list 19 is created and output. FIG. 16 shows an example of the name candidate list 19 output to the display unit 7a, for example, in step S13.
[0060]
  As shown in FIG. 16, the nominated candidate list 19 is an unidentifiable database D.₂Includes the temporary company name 19a, the official company name 19b closest to the temporary company name 19a, the company code 19c, the number 19d in which this designation is used, a registration check box 19e, and a registration button 19f. It is shown in order of the number of cases.
[0061]
  Here, in the name candidate list 19, whether the character string indicating the temporary company name 19a is close to the character string indicating the formal company name 19b is determined by dividing the temporary company name 19a into character units, and each character code is in that order. Items included in the official company name 19b in the company name conversion table can be associated and listed as name candidates. Then, the operator 8 can enrich the company name conversion table 12 by associating the temporary company name 19a with the official company name 19b in order from the top in the later-described operation by using the name candidate list 19.
[0062]
  In addition, the same formal company name 19b ("Japan △△ newspaper") is used for the temporary company names 19a ("Japan △" "Japan △△") in the third and fourth lines of the name candidate list 19. Candidates are listed, and the temporary company name 19a ("XX University") in the sixth and seventh lines includes two official company names ("Kanto XX University", "Kansai XX University"). ) Are related. That is, the relationship between the name and the official company name that cannot be determined by the computer 7 is determined by the operator 8 so that the company name conversion table 12 can be grown.
[0063]
  In S14 in FIG. 11, each identifiable database D is stored using the temporary company name shown in FIG.₂In particular, a conversion impossible list 20 is created using temporary company names not included in the candidate name list 19 and output to the display unit 7a. FIG. 17 shows an example of the non-convertible list 20 output to the display unit 7a at step S14.
[0064]
  As shown in FIG. 17, the unconvertible list 20 is an unidentifiable database D.₂Each temporary company name 20a included in the name, the number 20b, a registration check box 20c for registering the temporary company name 20a, a registration button 20d, and the temporary company name 20a are registered in the deletion table as an unnecessary character string. Delete check boxes 20e and delete buttons 20f are output in descending order of the number of cases.
[0065]
  Next, the operator 8 can perform maintenance (learning) of the company name conversion table 12 and the deletion table 18 by using the output candidate name list 19 and the conversion impossible list 20 that are output. In FIG. 10, symbol Se indicates a fifth process for learning the company name conversion table 12 and the deletion table 18, and this fifth process can be divided into a plurality of steps S15 to S18 in FIG.
[0066]
  Step S15 in FIG. 11 is a step of inputting a character string representing a company name and a formal name corresponding thereto, and this step S15 is performed by the operation of the input device 7b by the operator 8.
[0067]
  In the case of this example, a registration check box 19e is displayed in the name candidate list 19 displayed on the display unit 7a in step S13. Therefore, the operator 8 only adds the check mark m to the registration check box 19e, and then presses the registration button 19f, so that the company name (activity record data D) corresponding to the official company name 19b can be obtained.₀3 characters) can be input to the computer 7.
[0068]
  Step S16 in FIG. 11 is a step for registering the temporary company name 19a input by the process of step S15 in the company name conversion table 12 as a name associated with the official company name 19b.
[0069]
  In this example, the company name conversion table 12 is enhanced by an extremely simple operation using the registration check box 19e and the registration button 19f. However, the present invention is not limited to this. For example, when the operator 8 operates the registration button 19f, the corresponding activity record data D₀It goes without saying that various modifications are possible, such as making it possible to select an arbitrary length character string and thereby registering an arbitrary length character string as a name corresponding to the official company name 19b. Nor.
[0070]
  In step S17 in FIG. 11, all data (records) of the temporary company name 19a whose formal company name 19b is clarified in step S16 are stored in the company identification database D.₁It is a step to move to. (See Figure 10)
[0071]
  S18 is a step of inputting unnecessary characters or unnecessary character strings and additionally registering a deletion table. In this step S18 as well, the operator 8 performs an operation on the non-convertible list 20 shown in FIG.
[0072]
  That is, since the temporary company name 20a listed in the non-convertible list 20 displayed in the step S14 is a candidate for the formal company name 19b not listed in the nomination candidate list 19, a new transaction is made. It may be a company that started. In such a case, the operator 8 inputs a formal company name corresponding to each temporary company name 20a and a company code into the computer 7 by putting a check mark m in the registration check box 20c and pressing the registration button 20d. Can be registered in the company name conversion table 12.
[0073]
  On the other hand, the temporary company name 20a listed in the non-convertible list 20 may be an unnecessary character or an unnecessary character string that was not included in the deletion table 18. In the case of this example, the character string “neighborhood” on the third line is not a company name clearly to the human eye but a character string indicating the contents of business. In such a case, the operator 8 can input this character string into the computer 7 and register it in the deletion table 18 by putting a check mark m in the deletion check box 20e and pressing the registration button 20f.
[0074]
  By the fifth process Se, the company name conversion table 12 and the deletion table 18 can be made to correspond to ambiguous input by the current sales staff, and the contents of these tables 12 and 18 are as follows. Activity record data D to be input in the future₀Can be effectively used to effectively classify
[0075]
  In the above-described example, the optimization of the tables 12 and 18 can be easily performed without the operator 8 being aware of the detailed movements of the tables 12 and 18 by controlling the computer 7 with the customer information organizing program P. Therefore, it is possible to reduce the burden on the operator, but the present invention is not limited to this point. That is, it goes without saying that the contents of the tables 12 and 18 may be added or changed manually by the operator 8. In this case, the lists 19 and 20 may be printed on paper instead of the display unit 7a.
[0076]
  When the contents of the tables 12 and 18 are updated, the activity information data D is more accurately obtained than the previous time by executing the customer information organizing program P from the second process Sb (step S3) once again.₀Categorize the company identification database D₁Can be created.
[0077]
  Also, by using the customer information organizing program P of the present invention, all activity record data D accumulated in the past₀It is also possible to analyze the sales activities by inputting, and it is possible to plan sales activities according to customer needs by efficiently using a huge amount of data.
[0078]
【The invention's effect】
  As described above, by using the customer information organizing program and the customer information organizing method of the present invention, an abundant amount of information that can be naturally and freely input by many people within the company without defining a clear input format. Using the activity record data, it is possible to identify a customer from the ambiguous expression and classify and output the activity record data for each customer. Moreover, it is not necessary to perform language processing that makes full use of complicated grammatical analysis, and classification can be performed with high probability by a combination of character or character string comparison and conversion, which the computer is good at.
[Brief description of the drawings]
FIG. 1 is a diagram conceptually showing an example of the overall configuration of an activity recording system for explaining a customer information organization program and a customer information organization method of the present invention.
FIG. 2 is a diagram schematically illustrating a first process and a second process performed by the customer information organizing program.
FIG. 3 is a diagram schematically illustrating a third process by a customer information organization program.
FIG. 4 is a diagram for explaining a flow of the first process to the third process.
FIG. 5 is a diagram illustrating an example of forming a processing field.
FIG. 6 is a diagram showing an example of a company name conversion table.
FIG. 7 is a diagram illustrating an example of a company code field and a company name field.
FIG. 8 is a diagram illustrating an output example of a company identification database.
FIG. 9 is a diagram schematically illustrating a fourth process and a fifth process performed by the customer information organizing program.
FIG. 10 is a diagram for further explaining the fifth processing.
FIG. 11 is a diagram illustrating a flow of the fourth process and the fifth process.
FIG. 12 is a diagram illustrating an example of a deletion table.
FIG. 13 is a diagram illustrating an example of deleting a processing field.
FIG. 14 is a diagram illustrating an example of setting a temporary company name.
FIG. 15 is a diagram illustrating an output example of an unidentifiable database.
FIG. 16 is a diagram showing an example of a name candidate list.
FIG. 17 is a diagram illustrating an example of a non-convertible list.
[Explanation of symbols]
  DESCRIPTION OF SYMBOLS 1 ... Activity recording system, 3 ... Sales person, 6 ... Customer (company), 7 ... Computer, 8 ... Worker, 9 ... Visit list according to customer, 10 ... Processing field, 11a ... Field indicating purpose (related to customer) Information), 11b ... Destination field (information about customer), 12 ... Company name conversion table, 13 ... Company code field, 14 ... Company name field (temporary customer name), 15 ... Customer's formal name, 16 ... Customer's name Ambiguous name, 17 ... customer code, 18 ... deletion table, 19 ... name candidate list, 20 ... non-convertible list, D₀... Activity record data, D₁... customer identification database, D₂... Indistinguishable database, D_Three... error database, P ... customer information organization program.

Claims (14)

By using information about the customer in the schedule data entered without any special input format on the computer,
On the computer,
Create a processing field that records customer contact information,
By extracting information about each customer from this customer contact information,
A program for creating a customer identification database by organizing schedule data for each customer,
Using a customer name conversion table that clarifies the relationship between the formal name of each trading customer stored in the computer and the ambiguous name,
After letting the computer convert the ambiguous name of the customer recorded in the processing field into an official name,
Extract information about each customer,
Character deletion for causing a computer to delete unnecessary characters or unnecessary character strings in the processing field using a deletion table that records unnecessary characters or unnecessary character strings that can be deleted in the processing field stored in the computer Including processing,
When there is no official name corresponding to the customer name conversion table in the process of converting the ambiguous name of the customer into the official name in the computer, a character string of a predetermined number of characters from the beginning of the character string left in the processing field is a temporary customer. A customer information organization program characterized by creating a database that cannot be identified and set as a name. The customer information organizing program according to claim 1, wherein the field in which information related to the customer in the schedule data is recorded is a field indicating a purpose and a destination managed by an employee schedule system or daily report management system.   3. The customer information organizing program according to claim 1, further comprising a character conversion process for causing a computer to convert a character or character string in the processing field into another character or character string.   The customer name conversion table records a customer code assigned in correspondence with the official name of the customer, and a customer code field for recording the customer code in a computer in the process of converting the ambiguous name of the customer into the official name The customer information organization program according to any one of claims 1 to 3 to be created. Display on the computer a non-convertible list that lists temporary customer names in order from the largest number of cases from among the unidentifiable database,
Based on this non-convertible list, the operator can input a character string representing the customer name in the schedule data corresponding to the customer's official name to the computer, and
This character string input to the computer is associated with the corresponding customer's official name as an ambiguous name of the customer and additionally registered in the customer name conversion table,
The customer information organization program according to any one of claims 1 to 4, wherein all corresponding schedule data in the unidentifiable database is transferred to the customer identification database. A name candidate list showing a list of characters close to the character string indicating the customer's official name from the character string indicating the temporary customer name is displayed on the computer,
The operator can input a character string representing the customer name in the schedule data corresponding to the official name of the customer to the computer by designating a character string indicating the temporary customer name in the name candidate list, and
This character string input to the computer is associated with the corresponding customer's official name as an ambiguous name of the customer and additionally registered in the customer name conversion table,
6. The customer information organizing program according to claim 1, wherein all corresponding schedule data in the unidentifiable database is transferred to the customer identification database. Display on the computer a non-convertible list that lists temporary customer names in order from the largest number of cases from among the unidentifiable database,
Based on the non-convertible list, the operator can input the character or character string to be deleted to the computer, and
The customer information organization program according to any one of claims 1 to 6, wherein the character or the character string input to the computer is additionally registered in the deletion table as an unnecessary character or an unnecessary character string. By using information about the customer in the schedule data entered without any special input format on the computer,
On the computer,
Create a processing field that records customer contact information,
By extracting information about each customer from this customer contact information,
A method for creating a customer identification database for organizing schedule data for each customer,
Store a customer name conversion table that clarifies the relationship between the formal name of each customer who trades and the ambiguous name,
After converting the ambiguous name of the customer recorded in the processing field to the official name using this customer name conversion table,
Extract information about each customer,
Storing a deletion table in which unnecessary characters or unnecessary character strings that can be deleted in the processing field are recorded in a computer;
Delete unnecessary characters or strings in the processing field,
If there is no official name corresponding to the customer name conversion table in the process of converting the ambiguous name of the customer into the formal name on the computer, a character string of a predetermined number of characters from the beginning of the character string left in the processing field A method for organizing customer information, characterized by having a database set as a name and creating an unidentifiable database. 9. The customer information organizing method according to claim 8, wherein the field in which information related to the customer in the schedule data is recorded is a field indicating a purpose and a destination managed by an employee schedule system or daily report management system.   10. The customer information organizing method according to claim 8, wherein the computer converts a character or character string in the processing field into another character or character string.   The customer name conversion table records a customer code assigned corresponding to the customer's official name, and creates a customer code field for recording the customer code in the process of converting the vague name of the customer into the official name. The customer information arrangement method according to claim 8. Display a non-convertible list in which the temporary customer names are listed in descending order from the non-identifiable database on the computer,
Based on this non-convertible list, the operator inputs a character string representing the customer name in the schedule data corresponding to the customer's official name to the computer.
This character string input to the computer is additionally registered in the customer name conversion table by associating it with the corresponding customer's official name as an ambiguous name of the customer,
The customer information organization method according to any one of claims 8 to 11, wherein all corresponding schedule data in the unidentifiable database is transferred to the customer identification database. The computer displays a name candidate list showing a list of characters close to the character string indicating the official name of the customer from the character string indicating the temporary customer name, and the operator indicates the temporary customer name in the name candidate list. By specifying the character string, by inputting the character string representing the customer name in the schedule data corresponding to the customer's official name to the computer,
This character string input to the computer is additionally registered in the customer name conversion table by associating it with the corresponding customer's official name as an ambiguous name of the customer,
The customer information arrangement method according to any one of claims 8 to 12, wherein all corresponding schedule data in the unidentifiable database is transferred to the customer identification database. The computer displays a non-convertible list showing temporary customer names in order from the largest number of cases in the non-identifiable database,
Based on this non-convertible list, the operator inputs the character or character string to be deleted to the computer.
The customer information organization method according to any one of claims 8 to 13, wherein the character or the character string input to the computer is additionally registered in the deletion table as an unnecessary character or an unnecessary character string.

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