JP2002014950A - Presentation file preparation system and method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To efficiently prepare presentation data while sharing knowledge, experience, etc., in performing a job. SOLUTION: A user interface part 30 obtains a set file 13 in a server 9 through a network 1. The part 30 inputs and selects an item concerning a problem and a solution to the problem in accordance with the obtained set file 13. In particular, a parts file obtaining part 32 obtains a parts file corresponding to the item of the solution to the problem from the server 9 and a presentation file preparing part 34 prepares a presentation file by an input/selection contents and the parts file concerning the items of the problem and the solution. The set file and the parts file are controlled concentratedly by a storage device 11 of the server 9. Thus, by updating only data within the device 11, data preparation can be performed easily based on the newest knowledge of a specialist, etc., by each client terminal.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a technique for creating presentation materials in, for example, a consulting business.

[0002]

2. Description of the Related Art For example, when a business improvement proposal is made to a customer in a business improvement consulting business, the current business problems are grasped and an effective solution to the problems (in this application, Including improvement measures). However, problems can be obtained relatively easily through interviews with customers and survey figures, but extraction of effective solutions to the problems largely depends on the know-how of each consultant. That is, in many cases, there is a great difference between a solution that can be proposed between an expert such as an experienced consultant and an inexperienced consultant.

On the other hand, when a business improvement proposal is made to a customer, for example, PowerPoint (M
Presentation materials are often created using a presentation material creation program such as icrosoft's trademark). Conventionally, presentation materials for specific customers have been prepared by creating presentation materials for each customer or by modifying presentation materials of other customers. By sharing the presentation materials among consultants etc., knowledge and experience etc. will be shared among consultants etc. to some extent, but regarding the extraction of effective solutions to the problems mentioned above, Experts such as experienced consultants do not share sufficient knowledge and experience. In addition, there has been no discussion on the efficiency of presentation material creation in relation to sharing knowledge and experience.

[0004]

SUMMARY OF THE INVENTION Accordingly, an object of the present invention is to provide a technique for efficiently creating a presentation material while sharing knowledge and experience in business execution.

Another object of the present invention is to provide
An object of the present invention is to provide a technique for efficiently creating presentation materials while sharing updated knowledge and experience.

[0006]

A computer system according to a first aspect of the present invention acquires a setting file including a plurality of selectable items from a server, and provides a plurality of selectable items to a user. Means for presenting and prompting a selection; means for acquiring a corresponding part file among a plurality of part files corresponding to at least some of the plurality of items from a server based on a selection instruction from a user; Means for creating an output file using the file and the contents of the selection instruction. As a result, component files created by an experienced expert can be shared, and creation of output files is made more efficient.

[0007] A computer system according to a second aspect of the present invention for creating a presentation material file for presenting a problem with a subject to be examined and a solution to the problem to a study requester has at least the problems and A configuration file including a plurality of items that can be selected for a solution to the problem is obtained from the server, and at least the problem and a plurality of items that can be selected for the solution to the problem are presented to the user to make a selection. Based on the prompting means and the user's selection items for the solution to the problem, the server responds to at least some items of the solution to the problem (for example, the tool selection part (FIG. 6) in the embodiment (FIG. 6)). Means for obtaining a corresponding part file among a plurality of part files for presenting a solution; And a means to create a presentation document files from that it has acquired the choice parts file. By selecting selection items prepared by an experienced expert and automatically creating a presentation document file based on a predetermined format using a parts file created in advance by an expert, more efficient presentation materials can be efficiently created Will be able to be created.

In the second aspect of the present invention, the means for prompting the above-mentioned selection includes means for automatically extracting an item of a solution to be selected for the item selected for the problem. It is also possible to do so. Since the items of the solution to be selected are automatically extracted, it is possible to suppress variations among consultants and the like.

[0009] A presentation material file according to a third embodiment of the present invention, which includes a server and one or more client terminals, and presents a problem to be examined and a solution to the problem to a study requester. Has the following configuration for the server and the client terminal. That is, the server includes a configuration file including at least a plurality of items that can be selected for the problem, and a plurality of components that correspond to at least some of the items of the solution to the problem and present the solution. It has a file and solution item output means for outputting a solution item corresponding to the problem item. Further, the client terminal obtains a setting file from the server, presents a plurality of items that can be selected for the problem to the user, and prompts the user to select the item, and transmits a selection item for the problem by the user to the server. Acquiring means for acquiring, from the server, a component file corresponding to at least some of the solution items output by the solution item output means in the server with respect to the selection item for the problem; Means for creating a presentation material file using the file.

[0010] For example, by answering, for example, Yes / No to a question as to whether or not a prepared problem exists in the setting file, the item of the problem is clarified. A presentation material file is created using the component file representing the solution. Therefore, the user can obtain the solution and the presentation material file more easily and accurately.

A computer according to a fourth aspect of the present invention
The system has the following configuration. That is, the server includes at least a setting file including a plurality of items that can be data-inputted with respect to the problem, and a plurality of items corresponding to at least some of the items of the solution to the problem and presenting the solution. It has a component file and solution item output means for analyzing the contents of data for the item of the problem and outputting the item of the solution to be implemented. Further, the client terminal obtains a setting file (for example, see FIG. 22) from the server, presents a plurality of items that can be input with respect to the problem to the user, and prompts the user to input data. Means for transmitting the input data to the server, and a part file corresponding to at least some of the solution items output by the solution item output means in the server for the data input for the problem from the server. It has an acquiring means for acquiring and a means for creating a presentation material file using the acquired component file.

[0012] For example, if a specific investigation result including a numerical value and a specific state is input according to a setting file prepared in advance by an expert, based on association information between a problem and a solution derived by the expert, A solution is automatically extracted, and a component file corresponding to the solution is obtained from the server to create a proposal document file. As a result, the user can more easily use the knowledge and experience of the expert and can efficiently create the presentation material file.

[0013] In a fifth aspect of the present invention, the server and 1
Alternatively, a computer system including a plurality of client terminals has the following configuration. That is, when a server receives a problem data file including data for a plurality of items regarding a problem from a client terminal, the server analyzes the data for the plurality of items and outputs an item of a solution to be performed. Measure item output means,
And a plurality of component files corresponding to at least some of the items of the solution to the problem and presenting the solution. Further, the client terminal transmits the question data file to the server, and
Acquisition means for acquiring a part file corresponding to at least some of the solution items output by the solution item output means in the server for the problem data file, and a presentation material file using the acquired part file And means for creating

Analyzing a problem data file created by inputting a numerical value or a specific investigation result about a specific state instead of a setting file, a solution to the problem can be obtained by expert knowledge.・ Extracted based on experience. Then, a submission material file is created using the component file for the solution. As a result, the user can more easily use the knowledge and experience of the expert and can efficiently create the presentation material file.

In the third to fifth aspects of the present invention, the solution item output by the solution item output means is transmitted to the client terminal, and the client terminal is output by the solution item output means. And a means for receiving and presenting the solution item to the user and prompting the user to make a selection. The acquiring means described above outputs the user's solution selection item to the server and selects the solution. It is also possible to obtain a component file corresponding to an item. It will also be possible to incorporate user-specific decisions.

According to a sixth aspect of the present invention, there is provided a method for creating a presentation material file for creating a presentation material file for presenting a problem with an object to be studied and a solution to the problem to a study client. At least a plurality of items that can be selected for a problem and a solution to the problem are presented to the user using a setting file that includes a plurality of items that can be selected for the solution to the problem and the problem, and the user is prompted to make a selection. Based on the step and the selection items for the solution to the problem by the user, a corresponding part file among a plurality of part files for at least some items of the solution to the problem and for presenting the solution is determined. Acquiring and a step of creating a presentation material file from the contents selected by the user and the acquired component file. Tsu and a flop.

[0017] A presentation material file creating method according to a seventh aspect of the present invention provides a user with a plurality of items that can be selected for a problem by using a setting file that includes at least a plurality of items that can be selected for a problem. A step of presenting and prompting a selection, an output step of outputting an item of a solution corresponding to the item selected by the user, and a method of solving and solving at least some of the items of the solution to the problem Obtaining a part file corresponding to at least some of the items of the solution output in the output step, among the plurality of part files for presenting the solution, and presenting using the obtained part file Creating a material file.

[0018] In a presentation material file creating method according to an eighth aspect of the present invention, a plurality of items that can be data-inputted for a problem are stored in a setting file that includes at least a plurality of items that can be data-inputted for a problem. A step of presenting to the user to prompt data input; an output step of analyzing a value of data input to the problem item by the user and outputting a solution item to be implemented; Of a plurality of component files corresponding to at least some of the items and presenting a solution,
The method includes a step of obtaining a part file corresponding to at least some of the items of the solution output in the output step, and a step of creating a presentation material file using the obtained part file.

A presentation material file creating method according to a ninth aspect of the present invention analyzes data for a plurality of items in a problem data file including data for a plurality of items concerning a problem, and solves the problem to be implemented. An output step of outputting an item of a solution, and a solution output in the output step among a plurality of component files corresponding to at least some of the items of the solution to the problem and presenting a solution Obtaining a part file corresponding to at least some of the items, and generating a presentation material file using the obtained part file.

Each of the steps in the sixth to ninth aspects of the present invention may be executed entirely by a client terminal, or may be partially executed by a server. For example, the server may execute a step of creating a presentation material file.

The computer system described above may be realized by a combination of a normal computer and a program. In this case, the program is stored in a storage medium such as a floppy (registered trademark) disk, a CD-ROM, a magneto-optical disk, a semiconductor memory, a hard disk, or a storage device. The intermediate processing result is temporarily stored in a memory.

[0022]

[First Embodiment] FIG. 1 shows a schematic diagram of a system according to an embodiment of the present invention. In FIG. 1, a network 1 is, for example, a corporate LAN (Local Area N).
The client terminal A (3), the client terminal B (5), the client terminal C (7), and the server 9 are connected. For example, the client terminals 3 to 7 are ordinary personal computers, and in this embodiment, include a user interface unit 30, a component file acquisition unit 32, and a presentation file creation unit 34. These processing units are Microsof
It can be realized by a program called PowerPoint provided by Company t and its macro, Excel (Access), Access (Access), and other programs, as well as independently created programs. Also, the server 9
Is a file server, for example, and has the storage device 11 built in or connected to the storage device 11. The storage device 11 stores a setting file 13 and a component file 1 described below.
5 is stored. Note that a plurality of component files 15 are prepared.

Next, in order to facilitate understanding of the present embodiment, examples of display screens on the client terminal are shown in FIGS. 2 to 7 are output as a result of the processing of the interface unit 30 of the client terminals 3 to 7. FIG. 2 shows a first input screen, which is a screen for inputting basic information for creating a header portion of a presentation file. FIG. 2 shows an example of business improvement consulting for an agency of an insurance company, and a column 210 for inputting the name of the agency is provided. A box 220 for inputting the file name of the final presentation file, a box 230 for inputting the title of the presentation (subject / subtitle), a box 240 for inputting the name of the consultant, a box 250 for inputting the date of creation of the presentation file. Is provided.

FIG. 3 shows a second input screen for inputting and selecting information on a problem. In FIG. 3, a column 310 for listing options for a problem according to the setting file 13 acquired by the user interface unit 30, a column 320 for displaying items of the problem input or selected by the user, and a column for the problem And a column 330 for inputting a character indicating a large group of characters. Here, column 3 lists options for the problem.
Reference numeral 10 denotes “increase in administrative load”, “pressing of business hours”, “lack of information transmission”, “decrease in employee awareness”, “insufficient knowledge of employees”, and “increase in administrative costs” defined in the setting file 13.
"Reduction of business hours" is listed, and a check box is provided to the left of each item. For example, if you click the check box of the item to select with the mouse,
A check indicating that a selection has been made is entered in a check box, and is hatched (or becomes a white character). Then, it is automatically filled in the column 320 for displaying the item of the problem. In addition, it is also possible to input the item of the problem in the column 320 for displaying it without selecting it. The user interface unit 30 stores the input and selected items and their contents, and uses them for later processing. In FIG. 3, “increase in administrative load”, “lack of information transmission”, and “decrease in employee awareness” are selected. The items of these problems are created by making full use of the state-of-the-art know-how possessed by experts, and are always upgraded in the setting file 13.

FIG. 4 shows a third input screen, which is a screen for inputting and selecting information relating to a heading. In the example of FIG. 4, a column 410 for inputting the purpose of the page, a column 420 for listing the purpose of consulting, a column 430 for inputting the final purpose, and a column 440 for displaying the item of the purpose input or selected by the user. Are provided. In this example, the setting file 13 is displayed in the column 420 for listing purposes.
"Efficiency of office work" and "Improvement of professionalism" defined in
“Customer-oriented activities” “Improvement of office accuracy” “Improvement of CS”
Are listed, and a check box is provided on the left side of each item. For example, when a check box of an item to be selected is clicked with a mouse, a check indicating that the item is selected enters the check box and is hatched (or becomes a white character). Then, it is automatically filled in the column 440 for displaying the target item. It is also possible to input the target item in the column 440 for displaying the target item without selecting it. The user interface unit 30 stores the input and selected items and their contents, and uses them for later processing. In Fig. 4 "Efficiency of office work"
"Improve expertise" and "Improve office accuracy" are selected. These target items are also upgraded in the setting file 13 by the latest know-how of the expert.

FIG. 5 is a fourth input screen showing a screen for inputting an improvement proposal item. In the example of FIG. 5, a column 510 for entering an improvement proposal item is provided. However,
As shown in FIG. 3 and FIG. 4, it is also possible to define an improvement proposal item in a setting file in advance and make the user select it. These improvement proposal items are similarly upgraded using the latest know-how in the setting file 13.

FIG. 6 shows a fifth input screen for selecting a tool to be presented as a solution. FIG.
In the example, a column 610 listing tool names as solutions defined in the setting file 13 and a column 620 displaying detailed contents of the selected tool are included. In this example, a setting file 1 is displayed in a column 610 for listing tool names.
Various tool names defined in 3 are listed, and a check box is provided on the left side of each item. For example, when a check box of an item to be selected is clicked with a mouse, a check indicating that the item is selected enters the check box and is hatched (or becomes a white character). The detailed contents are shown in a column 620 for displaying the detailed contents of the tool. A plurality of items can be selected for the items included in the column 610 for listing the tool names, and a column 620 for displaying detailed contents every time the item is selected.
Displays the details of the newly selected tool. Selecting the same tool name again cancels the selection. The user interface unit 30 stores the input and selected items and their contents, and uses them for later processing. In FIG. 6, "Perform daily settlement" is selected. Experts will also improve the level of these improvement measure tool items and their detailed contents as appropriate, and the most appropriate contents will be accumulated.

The sixth input screen, that is, how to proceed, is not shown in the present example, since only a column for freely entering "how to proceed" is provided in this example.

FIG. 7 is a seventh input screen for inputting and selecting the last sentence. In the example of FIG. 7, a column 710 for inputting the title of the page and a column 720 for listing the closing sentences defined in the setting file 13
And a column 730 for displaying a selected closing sentence, and a column 740 for inputting an additional sentence. In this example, various sentences defined in the setting file 13 are listed in a column 720 for listing the closing sentences, and a check box is provided on the left side of each item. For example, when a check box of an item to be selected is clicked with a mouse, a check indicating that the item is selected enters the check box and is hatched (or becomes a white character). The selected text is displayed in a column 730 for displaying the text of the selected knot. A plurality of sentences can be selected for the sentences included in the column 710 listing the closing sentences, and when selected, the selected sentences are added to the “column 730 for displaying the selected closing sentences”. You. The text input in the column 740 for inputting additional text is also incorporated in the same manner as the selected closing text. The user interface unit 30 stores the input and selected items and their contents, and uses them for later processing.

When the "Complete" button provided at the upper right of the screens of FIGS. 2 to 7 is pressed, the user interface unit 30 displays the contents of the tool selection in the presentation mode.
Output to the file creation unit 34. The tool selections are
It is output from the presentation file creation unit 34 to the component file acquisition unit 32. Then, the component file acquisition unit 32 accesses the server 9 via the network 1 and acquires the component file 15 corresponding to the selected tool name. That is, the server 9 accesses the storage device 15 to extract the component file 15 corresponding to the tool,
This is transmitted to the component file acquisition unit 32 of each of the client terminals 3 to 7. The presentation file creation unit 34 creates a presentation file based on the component file 15 acquired by the component file acquisition unit 32 and the input / selection contents acquired by the user interface unit 30. One example of the contents of the presentation file is shown in FIGS. 8 to 12 and FIG.

FIG. 8 shows the contents of the header page created based on the input contents shown in FIG. FIG. 9 shows the contents of a page for indicating a problem created by the input / selection contents shown in FIG. FIG. 10 shows the contents of a page for indicating the purpose created by the input / selection contents shown in FIG. FIG. 11 shows the contents of a page for indicating improvement proposal items created based on the input contents shown in FIG. The content displayed in the column 620 for displaying the detailed content in FIG. 6 is the content of the presentation file. FIG. 12 shows page contents for indicating a closing sentence created by the input / selection contents shown in FIG.

Table 1 shows an example of the setting file 13. As shown in FIGS. 2 to 7, the user interface unit 30 reads items and the like predefined in the setting file 13 and presents them to the user as options.

[0033]

[Table 1] '**********' * Problems * '********** PROBLEM ,, increase in office load PROBLEM ,, business hours pressure PROBLEM ,, information Insufficient communication PROBLEM ,, Decreased awareness of employees PROBLEM ,, Insufficient knowledge of employees PROBLEM ,, Increased administrative costs PROBLEM ,, Decreased business hours' ******** '* Purpose *' ****** ** PURPOSE ,, Efficiency of office work PURPOSE ,, Improvement of professionalism PURPOSE ,, Customer-oriented activity PURPOSE ,, Improvement of office accuracy PURPOSE ,, CS improvement '**********' * Tool * '********** TOOL, Creation of special check-off materials, Special co-materials TOOL, Use of one-time payment group treatment, Temporary group TOOL, TOOL ,, Full guard of group contracts, Full report TOOL, Implementation of daily settlement, Daily settlement TOOL, Utilization of mail order special contract, Mail order sales TOOL, Review of filing, file '********** **** '* Final greeting *' ************** FINAL, 01, FINAL, 02, Follow dreams forever, FINAL, 02 , FINAL continues to grow forever, 02, Please continue to be a good partner of Tokio Marine. FINAL, 02, That's it for the explanation. FINAL, 02, Thanks for the long hours. FINAL, 03, Thank you for your attention. FINAL, 03, Thank you in the future. FINA
L, 04, please do your best for the future. FINAL, 04, We would like to support mainly the sales department.

In the present embodiment, the item name is entered after "PROBLEM ,," for the problem options used in FIG. For the purpose option used in FIG. 4, the item name is entered after “PURPOSE ,,”. As for the option of the tool name used in FIG. 6, the item name is entered after “TOOL ,,”. The options for the closing sentence used in FIG. 7 are written after “FINAL, xx,” (xx is a number). The numbers are assigned because sentences can be entered in a plurality of lines, and it is necessary to determine which line is one set.

FIG. 13 shows a processing flow of the client terminals 3 to 7 shown in FIG. First, the user interface unit 30 stores the setting file 13 in the server 9.
From the storage device 11 (step S1). Then, as shown in FIGS. 2 to 7, the user interface unit 30 requests the user to input and select a required item of a required category using the setting file 13. Then, the input / selection contents from the user are acquired (step S3). The input / selection content from the user is output to the presentation file creation unit 34. If there is a necessary component file 15 corresponding to the input / selected item, the presentation file creation unit 34 obtains the required component file 15 corresponding to the input / selected item. To the component file acquisition unit 32. The component file acquisition unit 32 acquires the necessary component file 15 in the storage device 11 via the network 1 and the server 9 (Step S5). Then, the presentation file creation unit 34 creates a presentation file using the other information and the component file 15 that have been input (step S7).

In step 3 of FIG. 13, as shown in FIGS. 2 to 7, inputs and selections are made in the order shown in FIG. However, the order can be changed. That is, basic information input / selection (step S11), problem input / selection (step S13), objective input / selection (step S15), improvement item input / selection (step S17), tool selection (step S17) S19), input / selection of the way of proceeding (step S21), and input / selection of “finally” (step S23) are performed.

Since the setting file 13 and the component file 15 are provided on the server 9 side, the latest data is used in all the client terminals 3 to 7 only by updating the file contents stored in the storage device 11. be able to. Since the setting file 13 and the component file 15 are created by an expert such as an experienced consultant, it is possible to reduce variation in skills of the consultant or the like using high-quality information.

[Second Embodiment] In the first embodiment, as shown in Table 1, the contents of the setting file 13 are treated as merely giving options. For example, if the correspondence between the problem and the applicable tool is known, processing using the correspondence can be performed. For example, as shown in FIG. 15, it is assumed that the problem A and the tool A, the problem B and the tool B and the tool C, the problem C and the tool C, the tool D and the tool E correspond to each other. Such information is included in the setting file 13, for example. Then, for example, when the user interface unit 30 receives a selection input of a problem from the user in FIG. 3, the user interface unit 30 uses the correspondence relationship in FIG. 6 to generate a tool name of an applicable solution (or improvement solution). Only list them. For example, as shown in FIG. 16, when problem A and problem C are selected in FIG. 3, the tool presented to the user in FIG.
It is assumed that a tool A, a tool C, a tool D, and a tool E are provided. In this way, the user can more easily select a tool. Since it is possible to use the correspondence between problems and tools created by experts such as experienced consultants, it is possible to perform higher-quality consulting.

[Embodiment 3] FIG. 17 shows an outline of a system in this embodiment. One or a plurality of client terminals 21
And the server 29 are connected. Client terminal 2
1 includes a user interface unit 23, a component file acquisition unit 25, and a presentation file creation unit 27. In addition, the server 29 is provided with a problem handling tool output unit 31, and the storage device 33 is built in or connected to the storage device 33. The storage device 33 stores a setting file 35 and a component file 37.
And a problem tool correspondence table 39 are stored.
The problem tool correspondence table 39 is a table in which, for example, as shown in FIG. 15, a correspondence between a problem and an applicable tool is stored. The contents of the problem in the present embodiment will be described later. Problem handling tool output unit 31
Has a function of receiving information on a problem selected by the user from the client terminal 21 and outputting an applicable tool name using the problem tool correspondence table 39.

Setting file 35 in the present embodiment
Indicates that the item on the problem is more specific Yes / No
It is a question format that can be answered with. For example, in the case of consulting on business improvement, a question about the current state of the business is provided in a situation where a problem may occur, in a manner along the business flow. An example will be described with reference to FIGS.

FIG. 18 shows an example of a business flow at the time of a new contract at an insurance agency. Here, after receiving the policyholder's offer for insurance, the agency checks the details of the compensation,
Estimate preparation, application form preparation, mailing of application form or visiting delivery are performed. Then, the cover note is entered in the agency for the contract conclusion by the contractor. Once the contract is concluded, payment of insurance premiums paid by the policyholder to the insurance company, maintenance of applications such as application forms and fund transfer request forms, filing work of copy of application forms, application forms etc. Submission to the insurance company occurs.

In the case of such a business flow, a question is asked about the problem of "Is the homepage on the Internet used?" (FIG. 18A) in order to obtain new customers more efficiently. A tool called "Use the agency introduction page prepared by the insurance company" addresses this problem. In addition, in order to make the estimation more efficient, "If a subscription request is made by telephone, are necessary items entered into the estimation program on the spot?" (FIG. 18)
The question (2)) is asked. A tool called "use a quote program on the spot" addresses this problem.

In addition, when the application is handed over to the contractor after the application is created, are the customers to be visited selected? (FIG. 18)
A question is asked about the problem (3)). A tool that "uses mail or the like" addresses this problem. To streamline the application mailing operation, "Do you use a window envelope when mailing the application?"
A question about the problem (FIG. 18D) is provided. A tool called "Use window envelopes" addresses this problem. In addition, a question is asked about the problem of "Is farm banking used?" (FIG. 18 (5)) in order to make depositing and withdrawing operations such as insurance premiums more efficient. A tool called "use farm banking" responds to this. Furthermore, a question is asked about the problem of "Do you spend a lot of time filing a copy of an application or the like?" (FIG. 18 (6)). A tool called "elimination or simplification of filing" addresses this problem.

FIG. 19 shows an example of a business flow at the time of contract renewal. Here, the renewal application form is sent from the insurance company to the agency, and the agency performs renewal application form sorting work. In the agency, after checking the contents of the sorted update application form, confirmation of the continuation intention is performed. When the confirmation of the continuation intention is completed, the application form is sent to the contractor by mail or visit. When the contract is concluded, fill in the cover note, after the contract is concluded, pay the insurance premium collected from the contractor to the insurance company, maintain the application form, file the application form, submit the application form, etc. to the insurance company Work is done.

In the case of such a business flow, for example, a question about a problem such as "Is the agency branch number used for application sorting and labor saving?" (FIG. 19A) is provided. A tool called "effective use of agency branch numbers" addresses this problem. In addition, in the work of checking the contents of the update application form, a question is asked about the problem of “Is the re-creation of the application form a predetermined number or more?” (FIG. 19B). A tool called "Review Recommended Patterns" responds to this. Furthermore, in the case of a visit by the policyholder to confirm the continuation intention, a question is asked about the problem of “Is the visit route devised?” (FIG. 19C). A tool called “ingenuity example of visiting route” responds to this.

FIG. 19 (4) is the same as FIG. 18 (4). In order to increase the efficiency of collecting insurance premiums at the agency, a question is asked about the problem "Is the collected money over a predetermined amount?" (FIG. 19 (5)). In response, "Debit transfer,
"Use of convenience store payments". FIG. 19 (6) is the same as FIG. 18 (5). FIG. 19 (7)
Is the same as FIG. 18 (6).

Questions relating to the above-mentioned problems are listed as items of problems in the setting file 35. In the user interface unit 23, for example, a question and a Yes / No check box are provided in a column 310 in FIG. For example, when the answer to the question is No, the user interface unit 23 interprets that the problem is selected. Conversely, a question configuration that interprets the question as having been selected when the answer is Yes, and which of Yes / No is selected and interpreted for each question about the question are set in the setting file 35. May be. Further, the correspondence between the problem and the tool as described above is defined in the problem tool correspondence table 39 and is used by the problem correspondence tool output unit 31.

In addition to the questions in the business flow as described above, questions about other situations and states can be included in the setting file 35.

Now, the operation of the system shown in FIG. 17 will be described with reference to FIG. First, the client terminal 21
Of the user interface unit 23 of the setting file 3
5 is requested from the server 29 (step S31). The server 29 stores the setting file 3 stored in the storage device 33.
5 is taken out and transmitted to the client terminal 21 which has made the request (step S33). The client terminal 21
Upon receiving the setting file (step S35), the user interface unit 23 transmits the setting file to the user in FIG.
Prompts for input and selection of information in the form shown in. However, as for the selection of the item of the problem, the question about the problem provided in the setting file 35 is displayed as described above, and the user is prompted to answer the question. If the user answers the question, the problem has been selected. Information on the selected problem is transmitted to the server 29 (step S37).

The problem output tool 31 of the server 29
Outputs a tool name applicable to the selected problem using the problem tool correspondence table 39. here,
The output tool name is transmitted to the client terminal 31 (Step S39). The user interface unit 33 of the client terminal 31 receives the list of applicable tool names and displays the list to the user (step S4).
1). For example, an applicable tool name output by the problem handling tool output unit 31 is listed in a column 610 for listing tool names in FIG. The user is prompted to select a tool to be actually presented to the customer from these.

When the user selects a tool, the user interface unit 23 outputs tool selection instruction information to the presentation file creation unit 27. The presentation file creation unit 27 outputs tool selection information to the component file acquisition unit 25, and requests acquisition of a component file. The part file acquisition unit 25 transmits the tool selection instruction information to the server 29 (Step S4)
3). The server 29 retrieves the component file of the tool selected based on the selection instruction information from the storage device 33 and transmits it to the client terminal 21 (Step S45). The component file acquiring unit 25 of the client terminal 21 receives the component file (Step S47) and outputs the file to the presentation file creating unit 27.

After input and selection of other necessary items are completed,
When the information acquired by the user interface unit 23 is output to the presentation file creation unit 27, the presentation file creation unit 27 creates a presentation file together with the component file (step S49). The presentation file has a format as shown in FIGS. 8 to 12 of the first embodiment.

In this way, since the setting file 35 and the component file 37 are provided on the server 29 side, the latest file contents stored in the storage device 33 are updated, and the latest Data can be used. The same can be said for the problem tool correspondence table 39. In addition, the combination of the problem tool correspondence table 39 and the problem correspondence tool output unit 31 enables an expert, such as an experienced consultant, to incorporate know-how and the like, and to perform higher-quality consulting. Since problems can be selected in a question format, the burden on consultants and the like decreases, and work efficiency increases.

Incidentally, a mode in which the transmission of the tool name in step S39 of FIG. 20 and steps S41 and S43 are skipped is also possible. Further, it is also possible to transmit the problem tool correspondence table 39 to the client terminal 21 and extract a tool name applicable on the client terminal 21 side.

[Fourth Embodiment] FIG. 21 shows an outline of a system according to this embodiment. One or more client terminals 51 and a server 63 are connected to the network 1. The client terminal 51 includes a user interface unit 53, a component file acquisition unit 55, and a presentation file creation unit 57. The server 61 is provided with a problem analysis unit 63, and a storage device 65 is built in or connected thereto. The storage device 65 stores a setting file 67 and a component file 69.

In the third embodiment, the problems represented by the questions in the Yes / No format are listed in the setting file. However, in the present embodiment, the survey items to be investigated to find the problems Is included in the setting file 67. For example, as shown in FIG.
One or more survey items are provided for each item such as shipment / return, filing, organization, and settlement (verification). The user interface unit 53 displays these survey items defined in the setting file 67 to the user,
The user is prompted to enter a numerical value or state for each survey item. For example, a survey item is shown in a column 310 in FIG. The numerical value or state input data for each survey item input by the user is transmitted from the user interface unit 53 to the server 6.
3 is transmitted to the problem analysis unit 61. The problem analysis unit 61
For example, a predetermined standard is set for each survey item, and a tool of a solution applicable to a customer is extracted by combining one or a plurality of survey items.

The operation flow of the system shown in FIG. 21 will be described with reference to FIG. First, the user interface unit 53 sends an acquisition request for the setting file 65 to the server 6.
1 (step S51). Server 61
Retrieves the setting file 67 from the storage device 65,
The message is transmitted to the client terminal 51 (step S53).
The client terminal 51 receives the setting file 67 (step S55), and sends the user interface unit 53
Prompts the user to input and select information as shown in FIGS. However, as for the selection of a problem, as described above, a survey item relating to the problem defined in the setting file 67 is displayed, and the user is prompted to fill in the survey item. If the user fills out the survey items,
The data relating to the problem has been entered. The input data is transmitted to the server 61 (Step S57).

The problem analysis section 63 of the server 61 analyzes the input data and outputs a tool name applicable to the customer. Here, the output tool name is transmitted to the client terminal 51 (step S61). The user interface unit 53 of the client terminal 51 receives the list of applicable tool names and displays the list to the user (step S63). For example, applicable tool names output by the problem analysis unit 63 are listed in a column 610 for listing tool names in FIG. The user is prompted to select a tool to be actually presented to the customer from these.

When the user selects a tool, the user interface unit 53 outputs tool selection instruction information to the presentation file creation unit 57. The presentation file creation unit 57 outputs tool selection information to the component file acquisition unit 55 and requests acquisition of a component file. The part file acquisition unit 55 transmits the tool selection instruction information to the server 61 (step S6).
5). The server 61 extracts the component file of the tool selected based on the selection instruction information from the storage device 65, and transmits it to the client terminal 51 (step S67). The component file acquisition unit 55 of the client terminal 51 receives the component file (Step S69) and outputs the received component file to the presentation file creation unit 57.

After input and selection of other necessary items are completed,
When the information acquired by the user interface unit 53 is output to the presentation file creation unit 57, the presentation file creation unit 57 creates a presentation file together with the component file (step S71). The presentation file has a format as shown in FIGS. 8 to 12 of the first embodiment.

In this way, since the setting file 67 and the component file 69 are provided on the server 61 side, the latest file contents stored in the storage device 65 are updated, and the latest Data can be used. In addition, the problem analysis unit 63 allows an expert, such as an experienced consultant, to incorporate know-how and the like, and perform higher-quality consulting. Problems can be entered for each survey item,
The burden on consultants is reduced, and work efficiency is increased.

Incidentally, a mode in which the transmission of the tool name in step S61 of FIG. 23 and steps S63 and S65 are skipped is also possible.

[Fifth Embodiment] In the fifth embodiment, a separate file (problem data file 59) is separately prepared for a survey item on a problem, and a setting file 67 is provided for input / setting of parts other than the problem. used. The question data file 50 is, for example, as shown in FIG. 22, a file in which a numerical value or a state of the survey item is input for each survey item. The problem data file 59 is transmitted to the problem analysis unit 63 of the server 61 and analyzed by the problem analysis unit 63 to extract a tool applicable to the customer. The rest is the same as the fourth embodiment.

FIG. 24 shows a processing flow in the fifth embodiment. First, the user interface unit 5
3 transmits a request to acquire the setting file 65 to the server 61 (step S72). The server 61 extracts the setting file 67 from the storage device 65 and sends it to the client terminal 51 (Step S73). The client terminal 51 receives the setting file 67 (step S
74), the user interface unit 53 prompts the user to input and select information in the form shown in FIGS. However, as for the selection of the problem, the problem data file 59 created in advance as described above is used.
Is transmitted to the server 61 (step S75).

The problem analysis unit 63 of the server 61 receives the problem data file 59 (step S77), analyzes the problem data file 59 (step S79), and outputs a tool name applicable to the customer. I do. here,
The output tool name is transmitted to the client terminal 51 (Step S81). The user interface unit 53 of the client terminal 51 receives the list of applicable tool names and displays it to the user (step S8).
3). For example, applicable tool names output by the problem analysis unit 63 are listed in a column 610 for listing tool names in FIG. The user is prompted to select a tool to be actually presented to the customer from these.

When the user selects a tool, the user interface unit 53 outputs tool selection instruction information to the presentation file creation unit 57. The presentation file creation unit 57 outputs tool selection information to the component file acquisition unit 55 and requests acquisition of a component file. The component file acquisition unit 55 transmits the tool selection instruction information to the server 61 (Step S8)
5). The server 61 extracts the component file of the tool selected based on the selection instruction information from the storage device 65, and transmits it to the client terminal 51 (Step S87). The component file acquisition unit 55 of the client terminal 51 receives the component file (Step S89) and outputs the received component file to the presentation file creation unit 57.

After input and selection of other necessary items are completed,
When the information acquired by the user interface unit 53 is output to the presentation file creation unit 57, the presentation file creation unit 57 creates a presentation file together with the component file (step S91). The presentation file has a format as shown in FIGS. 8 to 12 of the first embodiment.

In this way, since the setting file 67 and the component file 69 are provided on the server 61 side, the latest contents of the file stored in the storage device 65 can be updated in all the client terminals 21. Data can be used. In addition, the problem analysis unit 63 allows an expert, such as an experienced consultant, to incorporate know-how and the like, and perform higher-quality consulting. For problems, a file prepared in advance for each survey item can be used, so that the burden on consultants and the like is reduced, and work efficiency is increased.

It is also possible to adopt a mode in which the transmission of the tool name in step S81 and steps S83 and S85 in FIG. 25 are skipped.

Although the embodiments of the present invention have been described above, the present embodiments are merely examples, and various modifications are possible. In particular, the screen configuration examples shown in FIGS. 2 to 7 can be changed to other screen configurations having similar contents. 8 to 12 are examples of the presentation file, and the presentation file may be created in another format. Regarding the survey items for the problem, many numerical data and the like can be used in addition to the items shown in FIGS. 18, 19, and 22.

In the above-described embodiment,
It is assumed that the client terminals 3 to 7 acquire the setting file 13 and the component file 15 via the network 1. However, it is also possible to adopt a configuration in which these files are obtained using a storage medium such as a floppy disk instead of obtaining via the network 1.

Further, the example in which the component file acquisition unit and the presentation file creation unit are provided in the client terminal has been described above. However, the component file acquisition unit and the presentation file creation unit are provided on the server side, and the client terminal finally acquires the presentation file created by the server. Such a configuration is also possible.

[0073]

As described above, it has been possible to provide a technique for efficiently creating presentation materials while sharing knowledge and experience in business execution.

In addition, it has been possible to provide a technique for efficiently creating presentation materials while sharing updated knowledge and experience during business operations.

[Brief description of the drawings]

FIG. 1 is a block diagram of an entire system according to Embodiments 1 and 2.

FIG. 2 is a diagram illustrating an example of a first input screen in a client terminal.

FIG. 3 is a diagram illustrating an example of a second input screen in a client terminal.

FIG. 4 is a diagram illustrating an example of a third input screen in a client terminal.

FIG. 5 is a diagram illustrating an example of a fourth input screen in a client terminal.

FIG. 6 is a diagram illustrating an example of a fifth input screen in a client terminal.

FIG. 7 is a diagram illustrating an example of a seventh input screen in a client terminal.

FIG. 8 is a diagram showing a part of a presentation file generated based on the input result of FIG. 2;

FIG. 9 is a diagram showing a part of a presentation file generated based on the input result of FIG. 3;

FIG. 10 is a diagram showing a part of a presentation file generated based on the input result of FIG. 4;

FIG. 11 is a diagram showing a part of a presentation file generated based on the input result of FIG. 5;

FIG. 12 is a diagram showing a part of a presentation file generated based on the input result of FIG. 7;

FIG. 13 is a diagram showing a processing flow in the first embodiment.

FIG. 14 is a diagram showing an input processing flow in FIGS. 2 to 7;

FIG. 15 is a diagram illustrating an example of a correspondence relationship between a problem and an applicable tool.

FIG. 16 is a diagram illustrating an example of a relationship between applicable tools corresponding to a selected problem.

FIG. 17 is a block diagram of the entire system according to the third embodiment.

FIG. 18 is a schematic diagram for explaining a question item regarding a problem in a business flow.

FIG. 19 is a schematic diagram for explaining a question item regarding a problem in the flow of a business flow.

FIG. 20 is a diagram depicting a processing flow of the third embodiment;

FIG. 21 is a block diagram of an entire system according to Embodiments 4 and 5.

FIG. 22 is a table showing an example of a survey item regarding a problem.

FIG. 23 is a diagram showing a processing flow of the fourth embodiment.

FIG. 24 is a diagram showing a processing flow of the fifth embodiment.

[Explanation of symbols]

1 network 3, 5, 7, 51 client terminal 9, 29, 61 server 11, 33, 65 storage device 13, 35, 67 setting file 15, 37, 69
Parts file 31 Problem handling tool output unit 63 Problem analysis unit 59 Problem data file

 ──────────────────────────────────────────────────続 き Continuing on the front page (72) Inventor Tsukasa Makino 1-2-1 Marunouchi, Chiyoda-ku, Tokyo F-term in Tokyo Metropolitan Marine Insurance Co., Ltd. 5B009 NA04 NB01 NC01 NC05 SA12 VA09 5B049 AA01 AA02 CC00 CC02 CC21 DD01 DD05 EE00 EE05 FF03 GG04 GG07

Claims (12)

[Claims] A means for obtaining a setting file including a plurality of selectable items from a server, presenting the plurality of selectable items to a user to prompt a selection, and Means for obtaining, from the server, a corresponding part file among a plurality of part files corresponding to at least some of the plurality of items; and creating an output file using the obtained part file and selection instruction contents A computer system comprising: 2. A computer system for creating a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester, the computer system comprising at least the problem and a solution to the problem Means for obtaining a setting file including a plurality of items selectable from the server from the server, presenting a plurality of items selectable for the at least problem and a solution to the problem to a user, and prompting the user to make a selection, A corresponding part of a plurality of part files for providing at least a part of the solution to the problem and presenting the solution from the server based on a selection item of the solution to the problem by the user. Means for acquiring a file, and a presentation resource from the content selected by the user and the acquired part file. A computer system having a means for creating a file. 3. The computer system according to claim 2, wherein said means for prompting the selection includes means for automatically extracting an item of a solution to be selected for the item selected for the problem. 4. A computer system that includes a server and one or more client terminals and creates a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester. A setting file including at least a plurality of items that can be selected with respect to the problem; and a plurality of settings files corresponding to at least some of the items of the solution to the problem and presenting the solution. And a solution item output means for outputting a solution item corresponding to the problem item, wherein the client terminal acquires the setting file from the server, Means for presenting to the user a plurality of items that can be selected with respect to the user, and prompting the user to select the items. A part corresponding to at least some of the solution items output by the solution item output means in the server with respect to a selection item for the problem from the server. A computer system, comprising: acquisition means for acquiring a file; and means for creating a presentation material file using the acquired component file. 5. A computer system that includes a server and one or more client terminals, and creates a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester. The server may include: a setting file including at least a plurality of data-inputtable items for a problem; and a server for responding to at least some of items of a solution to the problem and presenting a solution. A plurality of component files, and a solution item output unit that analyzes the content of data for the item of the problem and outputs an item of a solution to be implemented, wherein the client terminal transmits the setting file Means for prompting data input by obtaining from the server and presenting a plurality of items that can be data input to the problem to the user, Means for transmitting data input about the problem by the user to the server; and items of the solution output by the solution item output means in the server from the server for the data input for the problem. A computer system comprising: an obtaining unit that obtains a part file corresponding to at least some of the items; and a unit that creates a presentation material file using the obtained part file. 6. A computer system including a server and one or a plurality of client terminals, for creating a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester. When the server receives a problem data file including data for a plurality of items relating to a problem from the client terminal, the server analyzes the data for the plurality of items and determines a solution item to be implemented. Solution item output means for outputting, and a plurality of component files for presenting a solution corresponding to at least a part of items of the solution to the problem, and the client terminal, Means for transmitting the question data file to the server; and Acquisition means for acquiring a part file corresponding to at least a part of the solution items output by the solution item output means in the server, and means for creating a presentation material file using the acquired part file A computer system comprising: 7. The solution item output by the solution item output means is transmitted to the client terminal, and the client terminal receives the solution item output by the solution item output means. Means for presenting to the user and prompting the user to make a selection, wherein the obtaining means outputs a selection item of the solution by the user to the server and obtains a component file corresponding to the selection item of the solution. 5. The method according to claim 4, wherein
A computer system according to any one of claims 1 to 6. 8. A presentation material file creating method for creating a presentation material file for presenting a problem to be considered and a solution to the problem to a study requester, the method comprising at least a problem and a solution to the problem Using a configuration file containing a plurality of items that can be selected for a solution, presenting a user with a plurality of items that can be selected for the at least problem and a solution to the problem, and prompting the user to make a selection, A corresponding part file among a plurality of part files for presenting the solution corresponding to at least some items of the solution to the problem and presenting the solution based on the selection items for the solution to the problem according to Creating a presentation material file from the step and the contents selected by the user and the acquired part file Presentation material file creation method including a step that, a. 9. A presentation material file creating method for creating a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester, wherein at least a plurality of problems can be selected. Using a setting file including the items of the above, presenting a plurality of items that can be selected for the problem to the user to prompt the user to select the items, and a solution item corresponding to the selection item for the problem by the user. An output step of outputting the solution output in the output step among a plurality of component files corresponding to at least some of the items of the solution to the problem and presenting the solution An acquiring step of acquiring a part file corresponding to at least some of the items of Creating a presentation material file by using the method. 10. A presentation material file creating method for creating a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester, wherein at least data of at least the problem can be input. Using a setting file including a plurality of items, presenting a plurality of items that can be data-inputted to the user to the user to prompt data input, and prompting the user to input data. An output step of analyzing a value and outputting an item of a solution to be implemented; and a plurality of component files corresponding to at least some of the items of the solution to the problem and presenting a solution. Obtaining a part file corresponding to at least some of the items of the solution output in the output step Step a presentation information file creation method comprising the steps of creating a presentation information file using the component file obtained, the. 11. A presentation material file creation method for creating a presentation material file for presenting a problem to be examined and a solution to the problem to a study requester, the method comprising: An output step of analyzing data for the plurality of items in the problem data file including data and outputting a solution item to be implemented; and at least some of the solution items for the problem. Acquiring a part file corresponding to at least some of the items of the solution output in the output step, among the plurality of component files for corresponding and presenting a solution, Creating a presentation material file using the part file; and a presentation material file creation method. 12. A setting file including at least a plurality of items selectable for a problem and a solution to the problem, a plurality of items selectable for the at least problem and a solution to the problem. A step of presenting to the user and prompting the user to select, based on a selection item of the solution to the problem by the user, corresponding to at least some items of the solution to the problem and presenting the solution. Recording a program for causing a computer to execute: a step of acquiring a corresponding part file among a plurality of part files; and a step of creating a presentation material file from the contents selected by the user and the acquired part file. Medium.