JP2005062939A - Sales information distribution method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a sales information distribution method for changing the requested content of a provider concerning the kind or content of information to be provided, a sales information distribution method for transmitting information to various devices whose addresses or the like are set by a customer irrespective of a means by which the customer has performed access concerning a means for receiving information, and a sales information distribution method for transmitting information in a timing preset by the customer concerning a timing for receiving the information. <P>SOLUTION: A transmission table prepared beforehand by an information provider is rewritten, so that a reception table for each customer can be newly prepared based on a customer request from an ATM owned by a financial institute or the like or a mobile phone or a personal computer owned by the customer, and sales information received from the financial institute or the like is distributed to the customer based on the reception table. Thus, it is possible to obtain a method to distribute sales information corresponding to the needs of the distribution destination. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

[0001]
BACKGROUND OF THE INVENTION
The present invention relates to a technique for distributing information according to a request from a user including a customer. In particular, the present invention relates to a method of transmitting sales information from a financial institution or the like to various devices held by the financial institution or the customer in a timely manner in response to a reception request of a customer of a company including the financial institution.
[0002]
[Prior art]
There is a conventional technique in which information requested by a customer is selected by a button operation in response to a telephone call from a customer, and the selected information is received by automatic voice or FAX (see Patent Document 1).
[0003]
[Patent Document 1]
Japanese Patent Laid-Open No. 2002-344630
[Problems to be solved by the invention]
The conventional method has the following problems. The type and content of information to be provided had to be selected from a menu predetermined by the provider. The means of receiving information had to be received by telephone or fax. Regarding the timing of receiving information, it was necessary to receive the information immediately during a call if it was a telephone call and immediately if it was a FAX.
[0005]
An object of the present invention is to solve the above-described problems, and to provide a sales information distribution method capable of changing a request content of a provider with respect to the type and content of information to be provided. Another object of the present invention is to provide a sales information distribution method for transmitting information to various devices to which an address or the like is set by the customer, regardless of the means accessed by the customer. Another object of the present invention is to provide a sales information distribution method for transmitting information according to a timing set in advance by a customer with respect to the timing of receiving information.
[0006]
[Means for Solving the Problems]
The present invention rewrites a transmission table prepared in advance by an information provider based on an ATM possessed by a financial institution, a customer request from a mobile phone or a personal computer owned by a customer, and newly creates a reception table for each customer. It is characterized in that sales information received from a financial institution or the like can be distributed to a customer based on the reception table created.
[0007]
DESCRIPTION OF THE PREFERRED EMBODIMENTS Embodiments of the present invention will be described below in detail with reference to the drawings. FIG. 1 is an overall system configuration diagram for carrying out the present invention.
[0008]
The contact center system 101 includes an address information database 102 that records addresses corresponding to various devices owned by the customer, a timing information database 103 that records the timing of sales information designated by the customer, and various requests from customers, financial institutions, etc. Receiving / sending history database 104 that records the receiving history of information from the customer and the sending history when the sales information is sent to the customer. The contact center system 101 is connected to a communication server system 105 such as a financial institution via a dedicated line or the Internet. The communication server system 105 has a transmission history database 106 that records a history of sales information to be transmitted to the contact center system 101. An accounting system 107 and an information system 108 are connected to the communication server system 105 such as a financial institution. The former is a transaction history database 109 that records the history of customer account transactions, and the latter is a sales that transmits to a customer. It has a sales information database 110 that records information.
[0009]
On the other hand, an ATM 111, a mobile phone 112, a personal computer 113, a fixed phone 114, and a FAX 115 are connected to the contact center system 101 as a customer side system. The mobile phone 112 has a sales information database 116, the personal computer 113 has a sales information database 117, the fixed phone 114 has a sales information database 118, and the FAX 115 has a sales information database 119.
[0010]
FIG. 2 is a configuration diagram of a contact center apparatus for carrying out the present invention. The contact center system 201 includes a backbone system 202, a contact center communication server 203, a mobile server 204, a Web server 205, an automatic voice response server 206, and a FAX server 207. In the core system 202, the central processing unit (CPU) 208 is operated according to each of the transmission / reception timing setting program 209, the address setting program 210, the transmission / reception content setting program 211, the sales information setting program 212, and the same household address sharing program 213. Processing. As the external system, the contact center communication server 203 has a communication server system 214 such as a financial institution, the mobile server 204 has a mobile phone connection company 215, the Web server 205 has an internet connection company 216, and the automatic voice response server 206 has a fixed telephone. A FAX connection company 218 is connected to each of the connection company 217 and the FAX server 207.
[0011]
With reference to FIGS. 3 to 8, the flow of how to be set by the customer by ATM will be described.
[0012]
First, the customer ID and password are acquired (step 301). At the time of acquisition, the transaction selection screen 401 is displayed as shown in FIG. 4, the pressing of the “sales information distribution setting” button is detected, the card insertion screen 402 is displayed, and the card information including the ID is acquired. The personal identification number is acquired through the personal identification number input screen 403 displayed in response to the acquired card information. Next, the transmission content set by the provider is displayed (step 302).
The transmission contents are displayed as in a distribution method setting screen 404 in FIG.
[0013]
As pre-processing for displaying this, the sales information table in FIG. 5 and the transmission address table in FIG. 6 can be set. As shown in FIG. 5, each type of sales information can be defined in units constituting the contents, and only that information can be sent. In this example, for the balance shortage notification as in item No. 1, either summary or full text can be selected, but even if there is a chart or graph, it is excluded. In FIG. 6, an address can be set for each device used by a customer. In this example, it can be seen that the customer with the account number “1234 5678 0000 0001” has set addresses for all the devices.
[0014]
In the distribution method setting screen 404 of FIG. 4, information is displayed with reference to the transmission content table of FIG. In FIG. 7, the balance shortage notification is set to send a summary of sales information to the mobile email address, and the full text of the sales information to the email address of the work computer and the home computer. The contents are reflected and displayed on the distribution method setting screen 404 of FIG. The same applies to the mortgage preferential interest rate notice.
[0015]
Next, the change information of the content transmitted from the customer is acquired (step 303). The change information is acquired by detecting the information that the “* addition menu” is pressed on the distribution method setting screen 404 in FIG. 4, displaying the change screen 405, and acquiring the change content from the screen. When the contents are changed, the received contents table as shown in FIG. 8 is rewritten. In this example, the setting of the provider that transmits the balance shortage notification to the mobile mail address and the mail address of the work computer is not changed. Although “-” is entered in the mail address of the home personal computer of item No. 7, even if there is a request from the customer, the setting of the provider in FIG. 7 is prioritized.
[0016]
As for the mortgage preferential interest rate notification, as displayed on the change screen 405 in FIG. 4, an ATM and a mobile mail address are added to the mail address of the work PC recommended by the provider.
[0017]
Next, in FIG. 3, a reception content table is newly generated (step 304). At the time of generation, it is detected that the “* YES” button has been pressed on the registration screen 406 in FIG. 4, and an “NG” mark indicating that transmission is not to be performed is inserted in the blank of the received content table in FIG. It is determined whether there is any other information to be changed (step 305), and if not, the end screen 407 is displayed and the process ends.
[0018]
In this example, the change in the setting contents was the type and contents of the sales information. In addition to that, the transmission timing table set by the provider as shown in FIG. 9 is changed according to the customer's request. Ten reception timing tables can be generated, and addresses in the same household can be used in common to prevent duplicate transmissions. In this example, if it is determined that the customer with the account number “1234 5678 0000 0001” and the customer with the account number “1234 5678 0000 0002” are in the same household according to the former instruction, the ATM of the item No. 1 and the item For items other than No. 2 mobile mail address, sales information for two persons can be sent to one corresponding address.
[0019]
Next, the transmission flow from the provider to the customer will be described with reference to FIG. 8, FIG. 10, FIG. 12, and FIG.
[0020]
In FIG. 12, it is determined whether or not the transmission timing is based on the reception timing table of FIG. 10 (step 1201). When the transmission timing has arrived, the reception content table in FIG. 8 is searched (step 1202), and the transmission content is changed based on the content, symbols, etc. written in the table (step 1203). If sales information such as “summary” and “full text” is written, the sales information is transmitted based on the received content table (step 1204). If “NG” is written, the sales information is not transmitted (step 1205).
If "-" is written, sales information is transmitted based on the transmission content table (step 1206). For example, if the judgment date of the card transmission timing is 3 days before the account transfer date of the card, it can be seen from FIG. 10 that it is sent to the mail address of the work PC of item No. 3, and from FIG. Determined to be the full text of the sales information for the notification. The address is written in item number 3 in FIG. Similarly, since “-” is written in item number 7 in FIG. 10 as in the case of the reception content table in FIG. 8, the content of the transmission timing table in FIG. 9 is given priority, and the item number in FIG. 7 is three days before the account transfer date of the card. When the received content table in FIG. 8 is searched, “-” is written to prioritize the table in FIG. As shown in Fig. 7, the full sales information regarding the balance shortage notification is also sent to the e-mail address of the home PC.
[0021]
Also, referring to FIG. 10, since item number 2 is “as needed”, a summary of sales information is sent to the mobile mail address by the same method. The sent example is the balance shortage notification screen 1301 in FIG. In some cases, the detailed amount screen 1302 can display the credit card usage amount and the account balance that are the basis for the shortage of balance.
[0022]
In addition, advertisement information within a range that does not contradict the customer's will may be automatically sent to the sales information at the discretion of the provider.
[0023]
In addition, this invention is not limited to the said description, A various deformation | transformation is possible. For example, by connecting a customer request from the ATM 111 in FIG. 1 to the billing system 107, it is possible to send it to the contact center system 101 via the communication server system 105 such as a financial institution. Similarly, in the distribution of sales information, it may be sent from the contact center system 101 to the ATM 111 via the accounting system 107 via the communication server system 105 such as a financial institution.
[0024]
【The invention's effect】
As described above in detail, according to the present invention, it is possible to provide a method for distributing sales information according to the needs of a distribution destination.
[Brief description of the drawings]
FIG. 1 is an overall system configuration diagram for carrying out the present invention.
FIG. 2 is a configuration diagram of a contact center device for carrying out the present invention.
FIG. 3 is a process flow diagram for setting a customer request according to the present invention.
FIG. 4 is a screen flow diagram when a customer sets with ATM.
FIG. 5 is a table storing the types and contents of sales information.
FIG. 6 is a table storing addresses set for each customer device.
FIG. 7 is a table storing transmission contents set by a provider.
FIG. 8 is a table storing received contents reset by a customer.
FIG. 9 is a table storing transmission timings set by a provider.
FIG. 10 is a table storing reception timing reset by a customer.
FIG. 11 is a table storing addresses set for each apparatus by collecting customers in the same household.
FIG. 12 is a processing flow diagram for distributing sales information according to the present invention.
FIG. 13 is a screen flow diagram when a balance shortage notification is displayed on a customer's mobile phone.
[Explanation of symbols]
DESCRIPTION OF SYMBOLS 101 ... Contact center system, 102 ... Address information database, 103 ... Timing information database, 104 ... Transmission / reception history database, 105 ... Communication server system, such as a financial institution, 106 ... Transmission history Database 107 107 Account system 108 Information system 109 Transaction history database 110 Sales information database 111 ATM 112 Mobile phone 113 PC, 114 ... landline telephone, 115 ... FAX, 116 ... sales information database, 117 ... sales information database, 118 ... sales information database, 119 ... sales information database

Claims (4)

In a sales information distribution method for distributing sales information held in a server device to a client device held by a customer,
A distribution table that stores a preset distribution destination and sales information in association with each other is changed by a request transmitted from the client device,
Based on the changed distribution table, sales information to be distributed is distributed to each distribution destination,
A sales information distribution method, wherein distributed sales information is distributed to the client device. In the Sales Information Distribution Law of Claim 1,
The sales information distribution method, wherein the distribution of the sales information is executed at a transmission timing different from that at the time of using the accounting system to which the server device is connected. In the Sales Information Distribution Law of Claim 1,
The sales information distribution method, wherein the distribution of the sales information is executed by changing a transmission timing for each client device. In the sales information distribution method according to any one of claims 1 to 3,
The distribution table is configured to change and set the client device used by the customer according to the contents of the sales information.

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