JP2002109217A - Information providing system using portable terminal - Google Patents

Abstract

PROBLEM TO BE SOLVED: To solve a problem that the both of a user and a business person are required to operate a terminal such as a personal computer, etc., owned by each one of them for rapid communication and also it is difficult to rapidly obtain minute information such as financial information by a portable telephone, etc., during traveling in a conventional system. SOLUTION: An information providing system using portable terminals is constituted of a server establishing a homepage on a radio Internet network and plural portable terminals making access to the server. In the system, the server holds various kinds of data concerning the previously registered users and various kinds of data concerning the previously registered business persons in charge, the respective portable terminals are held by the users or the business persons in charge and, then, data concerning the business person in charge of the user or data concerning the user who is taken charge by the business person via the radio Internet network are accessed to be displayed.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION In an information providing system for conducting financial transactions such as securities, a communication service using the Internet and a personal computer and a portable terminal for providing a communication service via a portable terminal such as a portable telephone are used. Regarding the information providing system, especially by displaying various financial information for each customer on the display unit of the mobile terminal, even while moving,
The present invention relates to an information providing system using a mobile terminal capable of confirming various financial information and performing financial transactions.

[0002]

2. Description of the Related Art FIG. 21 shows a conventional information providing system using a portable terminal. 2. Description of the Related Art An Internet network is constructed by a plurality of sites connected to the Internet, such as various providers, which are information providers, and a user terminal such as a personal computer which arbitrarily accesses the plurality of sites to obtain information. In addition, a user having a wireless mobile terminal such as a mobile phone can arbitrarily access a plurality of mobile sites that provide information for the mobile terminal via a wireless Internet to obtain information. The plurality of sites or mobile sites may be dual-purpose sites that provide information to both the wired Internet and the wireless Internet. In the case of such a dual-purpose site, providing information on a wired site involves providing an information providing screen such as a homepage that can display a large amount of information on one screen according to the screen size of the PC, and a wireless mobile terminal. An information providing screen such as a homepage whose information amount is narrowed according to the screen size is created and distributed to each Internet network.

In such an information providing system, an information providing site for providing financial information such as securities and stocks has
A user who accesses an information providing site is registered in advance, and access is permitted when each terminal such as a personal computer or a mobile phone owned by the registered user accesses the terminal.

[0004]

In many cases, a user frequently contacts a sales person of an information providing site or the like, and not only grasps financial information by simply accessing the information providing site but also uses a screen. Sometimes you want to be informed quickly of changes in information.

[0005] On the other hand, as a salesperson of an information providing site, in many cases, the salesperson frequently contacts a user who is a customer in charge of the salesperson. Instead, they may want to respond quickly to changes in financial information and actively contact customers.

[0006] However, in the conventional system, both the user (customer) and the salesperson need to operate a terminal such as a personal computer possessed by each in order to make quick contact. There is a problem that it is difficult to quickly obtain detailed information such as financial information using a mobile phone or the like.

[0007]

According to a first aspect of the present invention, there is provided a server for establishing a homepage on a wireless Internet network, and a plurality of portable terminals accessing the server. In the information providing system using a portable terminal, the server holds various data related to a pre-registered user and various data related to a pre-registered salesperson, and assigns each of the plurality of portable terminals to a unique user. Or a unique sales person, accessing and displaying data on the sales person in charge of the user or the user in charge of the sales person via the wireless Internet network, wherein the sales person Alternatively, both users can easily communicate with each other using a portable terminal.

[0008] In order to solve the above-mentioned conventional problems, an invention according to claim 2 is directed to a sales office having a server for opening a homepage on the Internet network and a wireless Internet network, a plurality of portable terminals and a plurality of personal computers accessing the server. In an information providing system using a mobile terminal including a terminal and the mobile terminal, the server holds various data on a pre-registered user and various data on a sales rep registered in advance, and Is owned by a unique user or unique sales representative,
The salesperson in charge of the user or the data on the user in charge of the salesperson is accessed and displayed via the Internet network or the wireless Internet network or both, and any one of the salesperson or the user is accessed. Even when both or both are moving, contact can be easily made with the portable terminal.

According to a third aspect of the present invention, there is provided an information providing system using the portable terminal according to the first or second aspect, wherein the portable terminal is connected to the information providing system via a wireless Internet. The data is transmitted to and displayed on the mobile terminal of the sales representative in charge of the user or the user in charge of the sales representative, and both the sales representative and the user can contact the mobile terminal. It can be done easily.

According to a fourth aspect of the present invention, there is provided an information providing system using a portable terminal according to the first to third aspects, wherein the server transmits financial information such as securities data. The plurality of mobile terminals display the financial information via the wireless Internet network, and display the financial information together with the displayed financial information to a salesperson in charge of the user or a mobile terminal of the user in charge of the salesperson. It is characterized by transmitting and displaying data,
Financial information such as securities data can be displayed on the portable terminal, and further, the financial information such as the displayed securities data is contacted with a sales representative in charge of the user or a user in charge of the sales representative. Can be easily done.

According to a fifth aspect of the present invention, there is provided an information providing system using a portable terminal according to any one of the first to fourth aspects, wherein the server comprises a display screen of various portable terminals. The size is stored, and when the plurality of mobile terminals access via the wireless Internet network, display is performed on the mobile terminal based on arbitrary data of the display screen size, wherein Even when there are a plurality of types of display screen sizes, the data to be displayed can be displayed on a reduced scale according to the size of the display screen.

[0012]

DESCRIPTION OF THE PREFERRED EMBODIMENTS Embodiments according to the present invention will be described with reference to the drawings. In particular, the description relating to the system configuration will be mainly referred to with reference to FIGS. 1 and 3 to 5, the description relating to data used in the present system will be mainly referring to FIGS. 6 to 10, and the description relating to the operation of the present system. 2 and FIGS. 11 to 19 are mainly referred to.

First, the configuration of the information providing system according to the present invention will be described. FIG. 1 is an embodiment showing an information providing system using a portable terminal according to the present invention. As a site for providing financial information such as securities and stocks connected to the Internet 14, a securities company center (head office) 110,
An Internet network is constructed by a user terminal 140 such as a personal computer that accesses the center 110 to obtain information. In addition, a wireless portable terminal 150 such as a cellular phone is used.
The mobile terminal 160 used by the user having the information and the salesperson on the information providing site side can access the center 110 which is a site for the mobile terminal via the wireless Internet 15 to obtain information. The center 110 is connected to each branch 120 via an intranet.

The center 110 has a security server 1101 for delivering information to the Internet 14 and a wireless Internet 15
And a mobile server 1102 that distributes information to the stock exchange 180.
Receive various securities data via a more dedicated securities line,
The stock is stored in the stock database 1103. In addition, input from the input terminal 1106 or the intranet 11
And stores the customer data and the branch data acquired from each branch 120 in the customer database 1104 and the branch database 1105, respectively. Further, the input terminal 11
In step 06, in addition to the above-described data input to the database, various information providing screens such as a homepage distributed to the Internet 14 and the wireless Internet 15 are input, and the data of each database or the data obtained via the intranet 11 is displayed on the information providing screen. Distribute various information providing screens linked to the data display.

An arbitrary branch 120 is connected to the intranet 11
A branch server 1201 for transmitting and receiving data to and from the center 110 as the head office and other branches 120, a staff database 1202 for managing employees including salesmen registered in the branch, LAN or latitude line 1
Sales terminal 12 placed on the desk of each person in charge via 2
03. Note that the securities server 1101,
The mobile securities server 1102, each database, and various information providing screens will be described later.

FIG. 3 is an embodiment showing a hardware block diagram of a securities server of the information providing system according to the present invention. The securities server 1101 includes an Internet I / F unit 303 connected to the Internet 14, and a mobile securities server 1
A mobile I / F unit 304 connected to the client 102 and a securities line I / F unit 3 connected to a securities line from a stock exchange;
06 and an input personal computer 11 for inputting and operating data
, An input I / F unit 305 connected to the intranet 11, a LAN I / F unit 307 connected to the intranet 11, a RAM 302 for securing a work area, and a control unit 301 for controlling these units. Various kinds of data are exchanged via the I / F unit, and necessary data is stored and accumulated in each database, or data is obtained by accessing each database and distributed from each I / F. Here, each database includes the stock database 1103, the customer database 1104, the branch database 1105, and the like described above, and a memory area may be provided in the server as a storage area for these. Each I / F unit is connected by a connector, and other lines can be connected according to the number of connectors.

Therefore, the branch server 120 shown in FIG.
In the case of, the I / F for the intranet 11 is used as the I / F unit.
A LAN line I / F unit for connecting to each sales terminal 1203 arranged in the department and the branch is connected by a connector, and data is exchanged with the person in charge database 1202. Here, the person in charge database 120
Although 2 is provided in each branch, it may be provided in the center described above, and each database in the center 110 may be provided in each branch 120.

FIG. 4 is an embodiment showing a hardware block diagram of a mobile securities server of the information providing system according to the present invention. The mobile securities server 1102 includes a wireless Internet I / F unit 40 connected to the wireless Internet 15.
3 and the securities server I connected to the securities server 1101
/ F unit 404, an input I / F unit 405 connected to an input personal computer 1106 for inputting and operating data, a RAM 402 for securing a work area, and a control unit 401 for controlling these units. Then, various types of data are exchanged via each I / F unit, and necessary data is stored and stored in the storage unit 406 which is a memory area. Here, the storage unit 406 may be a database that is an external connection. Each I / F unit is connected by a connector, and other lines can be connected according to the number of connectors.

FIG. 5 is an embodiment showing a hardware block diagram of a portable terminal of the information providing system according to the present invention. The mobile terminals according to the present embodiment can be broadly divided into a user mobile terminal 150 owned by a user who is a customer and a mobile terminal 160 in charge owned by a salesperson. A RAM 502 for storing and transmitting data to be transmitted / received or updating data, a ROM 504 for storing a program for operating the portable terminal main body, a display unit 505 for displaying data to be transmitted / received, and an input unit 506 for inputting by key operation or the like. , And a control unit 501 that controls these units.

The user portable terminal 150 owned by the user as a customer and the portable terminal 160 in charge of the salesperson are, for example, a mobile phone having an i-mode function. It may have a dedicated key operation unit for handling and a display unit suitable for data display.

Next, data used in the information providing system according to the present invention will be described. FIG. 6 is an embodiment showing a table diagram of a database storing data of each main branch of the information providing system according to the present invention, and corresponds to a data table of the branch database 1105 in FIG. The branch database 1105 includes a branch code D601 predetermined for each branch and a branch name D corresponding to each branch code.
602 and a total trading volume D6 which is the total of the trading volume of each branch.
05, and the total sales amount D which is the sum of the sales amount for each branch
606, and a telephone number for each branch,
There are D603, D604, D607, and the like as storage areas for managing addresses, the number of salespersons, and the like. Here, when exchanging data with each terminal via the Internet 14 or the wireless Internet 15 or exchanging data with each branch via the intranet 11, the distribution and acquisition of data using the branch code D601 as link data. Is performed.

FIG. 7 is an embodiment showing a table of a database storing data of each person in charge of the information providing system according to the present invention.
2 data table. This person in charge database 1202 includes a person in charge code D701 predetermined for each person in charge such as a sales person, a person in charge name D702 corresponding to each person in charge code, a personal computer installed on a desk or the like for each person in charge. Terminal code D703 which is a unique code of
And a mobile terminal code D704, which is a unique mobile number of a mobile phone or the like provided for each person in charge, a sales volume meter D705, which is the total of the sales volume for each person in charge, and a sales amount for each person in charge. And a trading value meter D706 as a total. Also, the sales terminal code D703 can be set as a unique sales terminal code D703 by setting a code obtained by adding a unique terminal code in the branch to the branch code D601 shown in FIG. Here, Internet 1
When exchanging data with each terminal via the Internet 4 or the wireless internet 15 or exchanging data with each branch via the intranet 11, the person in charge code D 7
01, sales terminal code D703, mobile terminal code D70
4 is used as link data to distribute and acquire data.

FIG. 8 is an embodiment showing a table diagram of a database storing financial data such as securities and stocks of the information providing system according to the present invention, and corresponds to a data table of the stock database 1103 in FIG. The stock database 1103 includes a brand code D801 predetermined for each brand and a brand name D80 corresponding to each brand code.
2, a reading D803 corresponding to the reading of this brand,
Stock code 180 from the stock exchange 180
With 01 as link data, transaction data for each brand is received, stored and stored. The transaction data includes so-called stock data such as a current price D804, a high price D805, a low price D806, a previous day's price D807, an opening price D808, and a trading volume D809 for each brand.

Further, as the chart data, data for calculating and displaying the graph values of the brand chart based on the above-mentioned transaction data is accumulated and stored. Also, the current value D
804, high D805, low D806, trading volume D80
9 is stored for each total value of stock data at arbitrary intervals, such as daily, weekly, monthly and yearly.
Here, when exchanging data with each terminal via the Internet 14 or the wireless Internet 15 or exchanging data with each branch via the intranet 11, a brand code D801, a brand name D802, and a reading D
Data distribution and acquisition are performed using 803 or the like as link data.

FIG. 9 is an embodiment showing a table of a database storing data of each customer of the information providing system according to the present invention, and corresponds to the data table of the customer database 1104 of FIG. This customer database 11
04 is a name D901 which is a name of each customer, a mail address D902 when there is a user terminal connectable to the Internet 14 for each customer, and a mail address D902 when there is a mobile terminal such as a mobile phone for each customer. Mobile terminal number D903
The mail address D904 when the portable terminal can be connected to the wireless Internet 15, the setting data D905 to D909 when the portable terminal is registered to the information providing system, and the branch office for each customer. Or, it is composed of charge data D910 and D911 for setting whether or not a sales person is in charge, and trade results D912 and D913 for storing the presence or absence of an actual trade for each customer.

The setting data D905 to D909 include a user registration presence / absence D905 indicating whether or not the portable terminal has subscribed to the information providing system, an access count D906 for counting the number of accesses from the portable terminal, and a user setting. Or the issue code D907 indicating the issue that the user wants to pay attention to, the upper / lower limit value D908 when the upper or lower limit is set as the trading index of this issue, and the portfolio transaction when there is a portfolio transaction. Data such as portfolio D909 and the like are stored.

Further, the charge data D910 and D911 include, for each customer, a customer frequency D910 for ascertaining whether the head office or sales person is an important customer, and a charge D911 when a charge is set. , Etc. are stored. Further, the trading results D912 and D913 include a transaction amount D912 when there is a trading result or a trading application for each customer, and a flag D913 indicating whether or not each trading amount is based on a trading application from a mobile terminal. Is stored.

Here, when exchanging data with each terminal via the Internet 14 or the wireless Internet 15 or exchanging data with each branch via the Intranet 11, the customer registered in this database is exchanged. In this case, a necessary data area is taken into consideration as link data, and in the case of a new customer, new customer data is added. In particular, for data exchange with a customer via the wireless Internet 15, data distribution and acquisition are performed using the mail address D904 of the mobile terminal as link data.

FIG. 10 is an embodiment showing a memory table of a storage unit in the mobile securities server of the information providing system according to the present invention, and corresponds to a data table of the storage unit 406 of FIG. The storage unit 406 stores a model of a portable terminal that can be connected to the wireless Internet 15 sold by each portable terminal maker, and has a unique model name D1002.
And a model code D1001 for each unique model, and a model pixel number D for storing the number of pixels which is a display screen for each model.
1003, and a model scale pattern D100 for enlarging or reducing the screen format of data to be provided in accordance with the number of pixels for each model and distributing the screen format to each portable terminal.
4 and so on. Here, when data is distributed to each portable terminal via the wireless Internet 15, necessary data is distributed along with the display format of the model of the portable terminal of the distribution destination along with the screen format, and the data is displayed on the display screen of the portable terminal. Is displayed.

Next, the operation of the information providing system according to the present invention will be described. FIG. 2 is an explanatory diagram showing an example of screen transition of the mobile terminal according to the present invention. Here, the screen transition by the operation on the user portable terminal 150 will be described together with the data table of each database described above.

First, a portable terminal is operated to connect to the mobile securities server 1102 via the wireless Internet 15. Then, an authentication screen G201 for accessing the home page of the mobile securities server is displayed to authenticate whether the user is a registered user, and a menu screen G202, that is, a homepage screen is displayed.

Next, a screen to be displayed is selected from the menu of the menu screen G202, and a search screen G203, a stock price screen G204, a contact screen G207, and a news screen G21 are selected.
The screen shifts to a screen to be displayed, such as 0.

On the search screen G203, characters and numerals included in any of the stock code D301 or D302 or D303 are inputted with reference to the stock database 1103 to search for data including matching characters or numerals. It is displayed as a brand screen G205. If there is a plurality of matching data, a tabular display is displayed as a stock price screen G204, and by selecting data of the displayed plurality of brands, a brand screen G205 relating to the selected brand is displayed. In addition, it is possible to shift to a news screen G210 in which arbitrary characters, numbers, and symbols are input to display news related thereto.

From the menu screen G202, a stock price screen G20
If you move to 4, a list screen of multiple issues will be displayed,
When the screen shifts from the search screen G203 described above, a list screen of a plurality of brands that have been searched and found in the list is displayed.

The brand screen G205 displays detailed data on any one brand. Stock database 11
03 any trade data (current D804, high D805, low D806, previous day D807, opening D80
8, trading volume D809, etc.). In addition, while the brand screen G205 is displayed, a chart of the brand can be displayed. The chart includes a daily chart, a weekly chart, a monthly chart, and an annual chart, and any one of the charts is selected and displayed as the chart screen G206. Brand screen G205 or chart screen G20
From 6, a contact screen G20 for contacting the sales representative in charge
7 or a trade screen G208 for buying and selling brands.

The contact screen G207 refers to the above-mentioned customer database 1104. If the person in charge is determined for each customer having the user portable terminal, the person in charge code D9 is set.
11 is used as link data and the person in charge database 1201 is used.
And the contact information (contact name D7
02, sales terminal code D703, mobile terminal code D70
4, etc.). With this rep displayed,
When the screen shifts to the trading screen G208, a message that the customer wants to trade is transmitted to the sales terminal code D703 and / or the mobile terminal code D704 of the person in charge,
The data of the customer is displayed on the person in charge 1203 and / or the portable terminal 160 in charge. If the person in charge is not determined in the display state of the contact screen G207, the display part prompting the transition to the trading screen G208 is selected and the screen shifts to the trading screen G208. In this case, the data of the customer indicating that he or she wants to buy or sell the product is displayed according to the customer frequency D910.

On the trading screen G208, data necessary for trading such as the trading volume and trading conditions for any brand displayed on the brand screen G205 or the chart screen G206 is input, and a display section of the trading application in the screen is input. Select As a result, a trade application is made and a trade completion screen G20 is displayed.
9 is displayed, and if a confirmation operation is performed as to whether or not the user agrees to the transaction under the above conditions, the transaction is completed.

On the news screen G210, table of contents data in which various news data such as economic news, sports news, and securities news are classified in advance is displayed, and by selecting any genre from the table of contents data, detailed information is displayed. This is for displaying data. Here, if you want to perform a search based on any of the letters, numbers, or symbols in the detailed data displayed,
The screen can shift to a search screen G203. Further, it is also possible to search for and display related news by inputting an arbitrary character, number or symbol on the search screen G203.

Next, examples of display screens of each screen will be described mainly with reference to FIGS.

FIG. 11 is an embodiment showing an authentication screen which is a display screen example of the portable terminal according to the present invention. This screen corresponds to the above-described authentication screen G201 in FIG. When the user who is the customer inputs “ID” and “password” and selects the “confirmation” key, the ID and the password registered in the mobile user registration presence / absence D905 of the customer database 1104 can be referred to and matched. For example, the user accesses and displays the menu screen G202.

FIG. 12 is an embodiment showing a menu screen as an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the above-described menu screen G202 in FIG. This screen is a substantial homepage screen that can be accessed only by the user who has performed user registration. Next, any one of "search mode", "stock list mode", "contact mode", and "news mode" to be shifted is selected, and each screen (G203, G204, G207, G210) is displayed.

FIG. 13 is an embodiment showing a search screen as an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the above-described search screen G203 in FIG. In this screen, the user inputs a keyword, selects either a brand search or a news search, executes a search, and shifts to any screen (G204 or G210). Alternatively, when the screen shifts to the main screen from the news screen G210, the news data displayed on the news screen is displayed in the keyword input area, and the user performs a search using all or a part of the keyword. Is what you do.

FIG. 14 is an embodiment showing a stock price screen which is an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the stock price screen G204 of FIG. 2 described above. First, in the “brand” area of this screen, the user inputs a brand name or a brand name D802 corresponding to the brand searched on the search screen G203 is displayed. At least one issue data matching this “issue” is acquired from the stock database 1103, and “issue D802”, “current value D80” is acquired.
No. 4 "," the previous day D807 "etc. are displayed in a list format. If there is more than one brand data to be displayed, select one
In this case, for the displayed brand data, a brand screen G205 or a chart screen G206, which is a display screen for detailed data, is selected and the screen is shifted.

FIG. 15 is an embodiment showing a brand screen which is a display screen example of the portable terminal according to the present invention. This screen corresponds to the brand screen G205 in FIG. 2 described above. This screen is a screen that displays detailed data on any brand input or searched by the user, and includes “brand”, “current price”, “open price”, “high price”, “low price”, “compared to previous day”, “trading volume” The corresponding data obtained from the stock database 1103 is displayed in the area such as. Also, the acquired date is displayed in the “year / month / day” area. By displaying an arbitrary brand on this screen, the user can visually recognize any brand data, and furthermore, a chart screen G206 or a contact screen G2.
07 or the trading screen G208 while retaining the brand data.

FIG. 16 is an embodiment showing a chart screen as an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the chart screen G206 in FIG. 2 described above. On this screen, a chart of an arbitrary brand can be displayed. The brand selected on the stock price screen G204 or the brand displayed on the brand screen G205 is displayed in the “brand” area, and the acquired date is displayed in the “date” area. In addition, each chart such as daily chart, weekly chart, monthly chart, and annual chart can be selected and displayed as the type of chart.

FIG. 17 is an embodiment showing a contact screen as an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the above-described contact screen G207 in FIG. When the user (a customer) displays this screen, the user refers to the person in charge code D911 in which the person in charge of the customer is registered in the customer database 1104. Based on the code D911, the person in charge database 1202 is displayed. Of the person in charge D702 with reference to the person in charge code D701 of
A business terminal code D703 such as a mail address, a mobile terminal code D704 such as a mobile phone number, and the like are acquired and displayed. In the area of “brand (name)”, the user inputs a brand name, or, if the display has shifted from the brand screen G205 or the chart screen G206, the brand name D802 displayed on the screen is displayed. This screen includes a selection area for shifting to the trading screen G208, the brand screen G205, and the chart screen G206.
If the user selects 208 and shifts, the fact is transmitted to the displayed person in charge.

FIG. 18 is an embodiment showing a trading screen which is an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the trading screen G208 in FIG. 2 described above. This scene shifts from the brand screen G205, the chart screen G206, or the contact screen G207, and the brand name D801 held on the previous screen is displayed in an area of “brand (name)”.
The current value D804 of the brand is acquired and displayed. The user inputs the quantity of the stock to be traded displayed, selects "sell" or "buy", and performs a "confirm" operation, multiplies the current value by the trade quantity, and adds a trading commission. The calculation results for which the balance is calculated are displayed (within the dotted line in the figure). The displayed calculation result is displayed as a positive (income) as a revenue and expenditure when selling a brand held by the user, and is displayed as a negative (expenditure) when the user buys any brand, When buying and selling under the displayed conditions, the user performs a final “confirmation” operation to perform buying and selling.

FIG. 19 is an embodiment showing a trade completion screen as an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the trade completion screen G209 of FIG. 2 described above. This screen is displayed when an application for trading of an arbitrary brand has been made on the trading screen G208, which is the previous screen, and trading has been established. If the trade is completed, the current value of the stock at the time the trade is completed is obtained as the current value D804 based on the brand applied on the previous screen and the trading volume, and the trading price, commission, and balance at the time of the trade are obtained. The money is calculated and displayed. At this time, either "Sell" or "Buy" is displayed. When the trade is completed, a trade completion code is given, the trade amount is stored in the “trade application, transaction amount D912” of the customer database 1104, and the trade completion code is stored, and the final trade completion screen G209 is also displayed. The display is made. At the time of trading, accounts such as a deposit account and a credit account registered by the user are registered in advance, and money is paid or received based on the conclusion of the trading.

FIG. 20 is an embodiment showing a news screen which is an example of a display screen of the portable terminal according to the present invention. This screen corresponds to the news screen G210 in FIG. 2 described above. This screen is a screen that displays the news data obtained by the mobile securities server, and selects news data classified by genre such as "sports", "three-sided articles", "domestic", "foreign", "top news", News details can be displayed from each list display (not shown). Here, a “news search” area is provided in the screen, and the user can make an input or search for news based on brand data searched on the search screen G203.

In each of these screens G203 to G210, the screen is shifted to the previous screen or the menu screen G202 by a screen operation such as a back key operation or a cancel selection. Further, in the case of the back key or the cancel operation on the menu screen G202, a display indicating that the Internet communication is to be made is made, and the communication is ended by the user's confirmation operation.

Although the user portable terminal 150 has been described in detail above, the same display can also be performed on the responsible portable terminal 160. Further, by displaying and selecting a customer list (not shown), contact can be made. Various data transmission to a desired user (customer) can be performed.

[0052]

As described above, in the information providing system using the portable terminal according to the present invention, it is possible to quickly obtain detailed information such as financial information using a portable terminal such as a portable telephone even while moving. it can.

The user can quickly contact the salesperson in charge of the user of the information providing site, and, when making the contact, provide data of any brand of interest to the salesperson. I can let you know. In addition, the salesperson of the information providing site can quickly contact the user in charge of the salesperson, and can inform the user of any brand data that the salesperson is paying attention to, Both the customer and the salesperson can be proactively contacted in response to changes in financial information promptly.

[0054]

[Brief description of the drawings]

FIG. 1 is an embodiment showing an information providing system using a portable terminal according to the present invention.

FIG. 2 is an explanatory diagram showing an example of screen transition of a portable terminal according to the present invention.

FIG. 3 is an embodiment showing a hardware block diagram of a securities server of the information providing system according to the present invention.

FIG. 4 is an embodiment showing a hardware block diagram of a mobile securities server of the information providing system according to the present invention.

FIG. 5 is an embodiment showing a hardware block diagram of a portable terminal of the information providing system according to the present invention.

FIG. 6 is an embodiment showing a table diagram of a database storing data of each head office in the information providing system according to the present invention.

FIG. 7 is an embodiment showing a table diagram of a database storing data of each person in charge of the information providing system according to the present invention.

FIG. 8 is an embodiment showing a table diagram of a database storing financial data such as securities and stocks of the information providing system according to the present invention.

FIG. 9 is an embodiment showing a table diagram of a database storing data of each customer of the information providing system according to the present invention.

FIG. 10 is an embodiment showing a memory table of a storage unit in the mobile securities server of the information providing system according to the present invention.

FIG. 11 is an embodiment showing an authentication screen (G201) which is an example of a display screen of the portable terminal according to the present invention.

FIG. 12 is an example showing a menu screen (G202) which is an example of a display screen of the portable terminal according to the present invention.

FIG. 13 is an embodiment showing a search screen (G203) as an example of a display screen of the portable terminal according to the present invention.

FIG. 14 is an embodiment showing a stock price screen (G204) which is an example of a display screen of the portable terminal according to the present invention.

FIG. 15 is an embodiment showing a brand screen (G205) which is a display screen example of the mobile terminal according to the present invention.

FIG. 16 is an example showing a chart screen (G206) as an example of a display screen of the portable terminal according to the present invention.

FIG. 17 is an embodiment showing a contact screen (G207) which is an example of a display screen of the portable terminal according to the present invention.

FIG. 18 is an example showing a trading screen (G208) as a display screen example of the mobile terminal according to the present invention.

FIG. 19 is an embodiment showing a trade completion screen (G209) which is an example of a display screen of the mobile terminal according to the present invention.

FIG. 20 is an example showing a news screen (G210) as an example of a display screen of the portable terminal according to the present invention.

FIG. 21 is a diagram showing an example of an information providing system using a conventional mobile terminal.

[Explanation of symbols]

110 ・ ・ Center (Head Office) 、 120 ・ ・ Branch 、 14
0 ... user terminal, 150 ... user portable terminal, 1
60 · · · mobile terminal in charge, 180 · · stock exchange, 1
4 ・ ・ Internet 、 15 ・ ・ Wireless Internet 、
11. Intranet, 1101 Securities server,
1102-Mobile securities server, 1103-Stock database (DB), 1104-Customer database (DB), 1105-Branch database (D
B), 1202 ... person in charge database (DB),
1106 input terminal, 1201 branch server,
1203 ... business terminal, 12 ... LAN line, 30
1, 401, 501 ... control unit, 302, 402, 5
02 ··· RAM, 303 ··· Internet I / F section,
304 ··· I / F for mobile, 305, 405 ···
Input I / F section, 306: Security line I / F section, 3
07 LAN I / F, 403 Wireless Internet I / F, 404 Security server I / F, 4
06 storage unit (RAM) 503 transmission / reception unit
504 ROM, 505 display part, 506
Input section

──────────────────────────────────────────────────続 き Continued on the front page (51) Int.Cl. ⁷ Identification symbol FI Theme coat ゛ (Reference) H04L 12/28 H04L 11/00 310B H04Q 7/38 H04Q 7/04 DF term (Reference) 5B049 AA02 BB47 CC01 DD01 FF03 FF04 GG02 GG03 GG04 GG07 5B055 BB12 EE02 EE04 EE13 EE27 FA01 FA08 5K033 AA09 BA04 CB01 DA01 DA06 DA19 5K067 AA21 BB04 BB21 EE02 EE16 FF02 HH11

Claims (5)

[Claims] 1. An information providing system using a portable terminal comprising a server for establishing a homepage on a wireless Internet network, a plurality of portable terminals for accessing the server, and the server relates to a user registered in advance. Various types of data and various types of data relating to sales representatives registered in advance are held, and each of the plurality of mobile terminals is held by a unique user or a unique sales representative, and the user is identified via the wireless Internet network. An information providing system using a mobile terminal, characterized by accessing and displaying data on a sales representative in charge or a user in charge of the sales representative. 2. An information providing service using a mobile terminal comprising a sales office having a server for establishing a homepage on the Internet network and a wireless Internet network, a plurality of mobile terminals and a plurality of personal computer terminals accessing the server. In the system, the server holds various data related to a pre-registered user and various data related to a pre-registered salesperson, and each of the plurality of mobile terminals is held by a unique user or a unique salesperson. And a portable terminal characterized by accessing and displaying data relating to a sales representative in charge of the user or the user in charge of the sales representative via the Internet network or the wireless Internet network or both. Information system. 3. The mobile terminal transmits data to a sales representative in charge of the user or a mobile terminal of the user in charge of the sales person via a wireless Internet to display the data. An information providing system using the mobile terminal according to claim 1. 4. The server stores financial information such as securities data, and the plurality of mobile terminals display the financial information via the wireless Internet network, and the sales staff in charge of the user together with the displayed financial information. 4. The information providing system using a portable terminal according to claim 1, wherein the data is transmitted to a portable terminal of a person in charge of the salesperson or the user in charge of the salesperson and displayed. 5. The server stores display screen sizes of various mobile terminals, and based on arbitrary data of the display screen size when the plurality of mobile terminals access via the wireless Internet network. The information providing system using a portable terminal according to any one of claims 1 to 4, wherein the information is displayed on the portable terminal.