JP2000124988A - Security operation assisting system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a customer with an exact and instantaneous security information service by retrieving and displaying customer information corresponding to inputted telephone number information of the customer from a customer holding information file in which information about holding stock by every customer is stored. SOLUTION: When the customer calls a securities company from a telephone terminal 12, the telephone number information of the customer is transmitted to a telephone terminal 9 of the securities company by a caller number informing function. The telephone number information of the customer is transferred to a customer information server 5 by the telephone terminal 9. A customer information file 4 is retrieved based on the telephone number information and when coincident information exists, customer holding stock information, etc., are displayed on a display 13 by the customer information server 5. An incoming tone is rang while retrieval, display processings are performed by the customer information server 5 by the telephone terminal 9. The information about the customer is already displayed oil the display 13 when the incoming call is responded by an operation personnel and operation service is instantaneously performed.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a system for retrieving and displaying customer information from a customer information database in which information desired by the customer is stored in advance in response to a telephone inquiry from the customer. In a system that supports sales operations to customers performed in such as
The present invention relates to a system for displaying a predetermined display on a display or the like by using a caller number notification function and referring to information for each customer and information for each stock brand.

[0002]

2. Description of the Related Art In a conventional business operation for a customer in a securities company or the like, a sales person refers to asset information for each customer, customer information on contact information for the customer, and securities information on stock prices for each stock name. Then, the information is used to call the customers who need it and to buy or sell stocks. However, on the contrary, the customer may receive an inquiry about the current customer data (current assets owned by the customer, etc.) by telephone communication. In this case, in response to an inquiry from the customer, after receiving the telephone call, the customer is asked for the customer's name, membership number, etc., the information is entered into the customer holding information database, and the customer's individual data (customer-owned stock price, etc.), etc. After searching, displaying, and reporting to the customer.

[0003] That is, asset information on stocks and savings for each customer is managed by a customer management system using a host computer, and personal information of the customer, such as contact information for the customer, is recorded on another computer or customer ledger. Securities information related to stock prices for each stock issue is managed by a securities information system based on information received from each securities market, and trading of stocks is recommended.

[0004]

However, according to the conventional method, when searching for customer possession information by name,
If the wrong data is entered due to the same name or the same name or a wrong listening, etc., the wrong search is performed, and the customer is asked to search again for the customer name, and the customer is kept waiting, so that the service is deteriorated.

SUMMARY OF THE INVENTION The present invention solves the above-mentioned problems of the prior art which are peculiar to securities business, solves the deterioration of customer service, and provides a customer with accurate and immediate information by using a caller ID notification service. The purpose is to provide securities information services.

[0006]

In order to achieve the above object, a securities business support system according to the present invention provides a securities information system which takes in information on stock prices from the outside and changes information stored in a securities information file as needed. A customer holding information file storing information on stocks held by each customer, a securities information file storing information on stock prices for each stock issue, a file storing display conditions for each customer,
A telephone terminal having a caller ID notifying means, a means for inputting the customer's telephone number information to the securities information system by a call from the customer, and a display condition for each customer stored in correspondence with the customer's telephone number information. File and search means for searching for customer information corresponding to the input telephone number information;
And a display means for displaying the searched customer information.

[0007]

DESCRIPTION OF THE PREFERRED EMBODIMENTS The present invention will be described with reference to the flowchart of FIG. The caller side receives caller number information (telephone number) (S11), acquires this caller number information, and inputs it to the terminal side database (S12). Based on the input information, the customer information stored in advance corresponding to the caller number registered in the database is searched (S13). As a result of the search, it is determined whether or not the customer information stored corresponding to the caller number exists (S1).
4) If it does not exist, the telephone number information of the other party is displayed on the display unit (S17). If there is customer information stored corresponding to the caller number, relevant information is obtained from the telephone number information. (S15), the corresponding customer information is displayed on the display unit (S16).

Since the telephone number information is notified before receiving the telephone call, the above operation is performed while the telephone is ringing. When the call is answered, the database search and display calculation are completed. Since the individual data of the customer is displayed, it is possible to immediately enter the customer service.

A security sales support system according to one embodiment of the present invention will be described with reference to the drawings. FIG. 1 shows the overall configuration of the securities sales support system of the present embodiment. The securities sales support system includes a network 1, a security information file 2 storing security information, a security information server 3 connecting the security information file 2 to the network 1, a customer holding information file 4 storing customer holding information, A customer possession information server 5 for connecting the customer possession information file 4 to the network 1, a setting condition file 6 storing display conditions,
A setting condition server 7 for connecting the setting condition file 6 to the network 1, a plurality of sales terminal devices 8 installed for each sales office or salesperson, and a caller ID notification function connected to the sales terminal device 8. A telephone terminal 9 and a line controller 10 connected to the network 1;
The host computer 11 is provided to manage the communication of the above information.

The securities information file 2 is composed of a storage device that stores a large amount of information magnetically or optically and that can read and write the stored securities information as needed. In the securities information file 2, securities information for each stock issue as shown in FIG. 4 is stored and identified by a data number as the securities information. For example, a stock price opening price is associated with the issue name and its code. , Information on the stock price such as high price, low price, current price, etc. are stored.

[0011] The securities information server 3 manages the exchange of information between the network 1 and the securities information file 2 and has a search function of searching the securities information file 2 in response to a request from the network 1 and transmitting a search result. ing. The securities information server 3 receives the securities information from each securities market at every moment, and the securities information server 3 updates the securities information stored in the securities information file 2 as needed based on the received information. It also has functions. When the securities information is changed, the securities information server 3 updates the data number of the securities information so that the change of the securities information can be identified, and executes a process based on the change of the securities information described later. Therefore, the securities information file 2 always stores the latest securities information. In addition, the security information from the outside may be directly input to the security information server 3, or may be input via the network 1.

The customer file 4 is composed of a storage device which stores a large amount of information magnetically or optically and from which the stored customer information can be read and written at any time. In the customer information file 4, information 13 for each customer as shown in FIG. 5 is identified and stored by customer name and its code as customer information. For example, brand, code, number of shares, etc. of stocks held by the customer are stored. Is stored for each customer.

The customer information server 5 manages the exchange of information between the network 1 and the customer information file,
It has a search function of searching the customer information file 4 in response to a request from 1 and transmitting a search result. FIG. 5 shows an example of a database stored in the customer information file. FIG. 6 shows a display example of customer information. Further, the customer information server 5 receives the customer information input from the business terminal device 8 from the network 1 and stores it in the customer information file 4, or updates the already stored customer information based on this information. It also has an information change function. Accordingly, the customer information stored in the customer information file 4 can be changed by the sales representative as needed.
However, when changing the customer information, the right to change is given in advance to a person in a specific range, and the customer information server 5 changes the customer information only when the right to change can be confirmed by an identifier or the like. It is preferable in practical use. The setting condition file 6 is composed of a storage device that stores a large amount of information magnetically or optically and that can read and write the stored customer information as needed. The setting condition information file 6 stores display screen configuration conditions and display conditions for each customer as shown in FIG. 4 and FIG.

The display screen configuration condition defines a format for displaying a customer name on the display screen of the sales terminal device 8 as will be described later. For example, as a stock display attribute, the rise and fall of the stock price are indicated by red and blue, respectively. In the display format such that the larger the rise / fall rate is, the larger the rise / fall rate is, the brighter the gradation becomes, or the one corresponding to the contract price is displayed in a blinking manner. Display format, display format such as shading at the set time as the regular display condition, display format such as displaying the expiration date of the display condition, and the display of the customer name in these display formats in any order The priority of allocating the area on the display screen, and the name of these customers when searching for customers For the area for displaying on the display screen.

The display condition 17 defines the criteria for displaying the customer name on the display screen 13 of the sales terminal device 8 for each customer. For example, the stock name code held by the customer is displayed together with the customer name and its code. And the display conditions such as the expiration date of the display condition, the name of the saving and the number of days before the expiration date, or the regular condition for displaying at a set time.
Setting condition server 7 is network 1 and setting condition file 6
Has a function of reading and transmitting necessary display conditions from the setting condition file 6 in response to a request from the network 1 and transmitting the information. It also has a display condition changing function of receiving setting conditions from the network 1 and storing them in the setting condition file 6, or updating display conditions already stored based on this information.
Therefore, the display conditions stored in the setting condition file 6 can be changed by the sales representative as needed. However, when the display condition is changed, the right to change is given to a person in charge in a specific range in advance, and the setting condition server 7 changes the display condition only when the right to change is confirmed by an identifier or the like. This is practically preferable.

As shown in FIG. 1, the sales terminal device 8 comprises a display device 13 as display means and a workstation 15 having a mouse or keyboard 14 as input means. The exchange of is performed. That is, a list of customer names searched based on the display conditions is displayed on the screen of the display device, and the display conditions stored in the setting condition file 6 can be changed by the input operation from the keyboard 14 by the sales representative. ing.

The sales terminal device 8 is provided with clock means, and a search for a customer is performed based on display conditions in accordance with a change in date and time managed by the clock means. In this embodiment, the clock means is provided in each sales terminal device 8. However, centralized management of date and time may be performed at one place on the network 1.

The line control device 10 is a device for connecting the telephone terminal 9 attached to the business terminal device 8 to a predetermined telephone terminal 12 via the public line 16, and this connection processing is performed according to the telephone number received from the network 1. Perform based on. That is, the telephone terminal 9 that can use the caller number recognition function.
When the caller number is input through the public line 16, the customer information server 5 searches the customer information file 4 and displays the customer information such as the corresponding customer name on the display device 13. Further, the setting condition server 7 searches the setting condition file 6 from the information such as the caller number or the customer name, and displays the information based on the conditions set by the customer.
Note that the caller ID notification function may not be provided in the telephone body, and in that case, a telephone number notification adapter may be separately connected. The present invention is realized by the above configuration.

A case where an inquiry is made from a customer will be described. First, the customer calls the securities company that operates the securities business by telephone. At this time, the telephone number information of the customer is transmitted to the telephone terminal 9 of the securities company through the line control device by the caller number notification function. On the securities company side, the telephone terminal 9 receives the customer's telephone number information sent by the caller ID notification function, and transfers this telephone number information to the customer information server 5. The customer information file 4 is searched based on the information.
If there is matching information in the customer information file 4,
Information such as customer-owned stock information is displayed on the display unit. While the above process is being performed in the customer server, the telephone terminal 9 sounds a ringtone. When the salesperson responds to the incoming call, the information about the customer is already displayed on the information display unit 13 of the salesperson, and the business operation can be immediately performed.

[0020]

As described above in detail, application of the present invention is a common effect in that customer service is improved although details differ depending on the type of business to which the present invention is applied.

Further, when applied to the financial securities industry,
When a customer calls, data relating to the customer can be displayed instantaneously, thereby improving service. In the financial and securities industry, customer data usually consists of stocks, securities, etc. that you usually own, or financial instruments you hold, so you can calculate the market value of securities and financial instruments on the day based on this customer data. If this is the case, the customer's property information on that day can be understood, and customer service can be improved.

[Brief description of the drawings]

FIG. 1 is a system configuration diagram of the present invention.

FIG. 2 is a flowchart showing the flow of the present invention.

FIG. 3 is a view showing a customer information file.

FIG. 4 is a view showing information for each brand.

FIG. 5 shows an example of a database stored in a customer information file.

FIG. 6 shows a customer information display example.

[Explanation of symbols]

1. Network 2. Security information file 3.
Securities information server, 4, customer information file, 5, customer information server, 6, setting condition file, 7, setting condition server, 8, sales terminal device, 9, telephone terminal, 10
.Line control device, 11 host computer, 12.
・ Telephone terminal, 13 ・ ・ Display device, 16 ・ ・ Public line

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Claims (1)

[Claims] 1. A security information system which fetches information on stock prices from the outside and changes information stored in a security information file as needed. A customer holding information file storing information on stocks held by each customer, a stock price for each stock name Information file storing information relating to the customer, a file storing display conditions for each customer, a telephone terminal having a caller ID notifying means, and telephone number information of the customer is input to the securities information system by a call from the customer. Means, a file storing display conditions for each customer corresponding to the telephone number information of the customer, a search means for searching for customer information corresponding to the input telephone number information, Display means for displaying, and a securities sales support system comprising