JP2005332034A - Appointment management system, method and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To select an appropriate consultant when making an appointment for consulting. <P>SOLUTION: An appointment management system includes a history information database in which client IDs and the consultant IDs of consultants in charge of consulting are stored in association; an appointment request receiving part for receiving appointment requests from client devices; a consultant selecting part for obtaining from the history information database the consultant ID corresponding to the client ID set in each appointment request; an appointment information receiving part for receiving consulting appointment information from the client devices; an appointment result registering part by which the client ID received by the appointment request receiving part, the consultant ID obtained by the consultant selecting part, and the appointment information received by the appointment information receiving part are stored in association in the consulting appointment management database; and an appointment result sending part that sends the results of consulting appointment to the client devices according to the information stored in the consulting appointment management database. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to a reservation management system, a reservation management method, and a program for selecting an appropriate consultant when making a reservation for consulting provided by a financial institution.

  In recent years, major financial groups have begun to focus on consulting, consulting, and seminars. In order to shift the structure from the conventional profit management type of deposit and lending, which is the basic management style of banks, to the type of profit acquisition based on remuneration and fees, it is necessary to lock in existing customers and attract new excellent customers. This is because excavation has become an urgent task.

Non-Patent Document 1 discloses a consulting service capable of consulting on the use of retirement allowance.
Sumitomo Mitsui Banking Corporation, “Money Life Consulting Desk”, [online], [Search on April 14, 2004], Internet <URL: http://www.smbc.co.jp/kojin/soudan/mc/ index.html>

In consulting, it is important that the consultant understands the background of the customer and that a trusting relationship is established between the customer and the consultant.
For this reason, it is desirable for customers who have received consulting in the past to have the same consultant be in charge of the next and subsequent consulting. In addition, the customer who receives consulting for the first time wants to select a consultant according to the content of the consultation at the customer's own will.
Therefore, when a customer reserves consulting, it is required to select a consultant who is suitable for the consulting history and contents of the consulting.

  SUMMARY OF THE INVENTION An object of the present invention is to provide a reservation management system, a reservation management method, and a program capable of selecting an appropriate consultant when making a consulting reservation.

  In the reservation management system of the present invention for achieving the above object, when a customer reserves consulting, a consultant who has been in charge of consulting for the customer in the past is selected as a consultant in charge. Thus, by selecting a consultant who has been in charge of a customer in the past, the trust relationship between the customer and the consultant is maintained, and the consulting is enriched.

  Further, in the reservation management system of the present invention, when the customer reserves the consulting, the schedule information of the consultant in charge is transmitted to the client device of the customer. Thereby, the customer can confirm the date and time when the schedule of the consultant in charge is vacant, and can make a reservation for the consulting at that date and time.

  Further, in the reservation management system of the present invention, when a customer who has not received consulting in the past makes a consulting reservation, information regarding the specialized field of the consultant is transmitted to the client device of the customer. Thereby, the customer can select the consultant according to the content of the consultation by referring to the specialized field of the consultant.

  It is possible to provide a reservation management system, a reservation management method, and a program capable of selecting a suitable consultant when making a reservation for consulting.

== System overview ==
FIG. 1 is a diagram showing an overall configuration of an information processing system including a reservation management system 10 according to an embodiment of the present invention.

  The reservation management system 10 is a system that manages reservations for consulting, consultation, seminars, etc. held by financial institutions. The reservation management system 10 is constructed using a Web server 20, a customer management server 40, a schedule management server 50, and a mail server 55. The Web server 20, customer management server 40, schedule management server 50, and mail server 55 are connected to a LAN (Local Area Network) or the like and can communicate with each other.

  A customer of a financial institution uses the mobile phone 60 when making a reservation for consulting or the like. The mobile phone 60 may be a client device that can be connected to the reservation management system 10 and can transmit a reservation request to the reservation management system 10. The client device includes an information processing device such as a PDA or a PC in addition to a mobile phone. The client device may be configured to be connected to the network 80. The mobile phone 60 can send and receive information to and from the reservation management system 10 via the mobile phone base station 70, the mobile phone network 75, and the Internet 80. Similarly, a consultant of a financial institution can send and receive information with the reservation management system 10 using the mobile phone 65.

  Functions provided in the Web server 20 will be described. The Web server 20 includes a reservation request receiving unit 21, a reservation information receiving unit 22, a consultant selecting unit 23, a reservation result registering unit 24, a reservation result transmitting unit 25, a schedule transmitting unit 26, a consultant information transmitting unit 27, and a consultant information receiving unit 28. A customer information reception unit 29, a reservation information acquisition unit 30, and a reservation information transmission unit 31.

  The reservation request receiving unit 21 receives a reservation request such as consulting or a consultation meeting transmitted from the mobile phone 60 of the customer. The reservation information receiving unit 22 receives reservation information including the date and time of consulting transmitted from the mobile phone 60.

  The consultant selection unit 23 acquires the consultant ID of the consultant who is in charge of the customer who wishes to make a consulting reservation from the history information database 44. This is because the same consultant is assigned to the customers who have received consulting in the past in the next and subsequent consulting.

  The reservation result registration unit 24 registers a reservation result such as consulting or a conference in the consulting reservation management database 51 or the conference reservation management database 52 based on the reservation request and reservation information received from the mobile phone 60. Then, the reservation result transmission unit 25 transmits the reservation result to the customer's mobile phone 60 and the consultant's mobile phone 65 via the mail server 55.

  The schedule transmission unit 26 acquires the schedule information of the consultant selected by the consultant selection unit 23 from the consulting reservation management database 51 and transmits it to the mobile phone 60. Thereby, when the customer makes a reservation for consulting, the customer can determine the reservation date and time based on the schedule of the consultant.

  The consultant information transmission unit 27 refers to the consultant information database 41 and transmits information on the specialized field of the consultant to the mobile phone 60 of the customer. Thus, when a customer makes a consulting appointment for the first time, the customer can select a consultant according to his / her consultation content based on his / her specialized field. The consultant information receiving unit 28 receives the consultant ID of the consultant selected by the customer from the mobile phone 60.

  The customer information receiving unit 29 receives customer information such as the name and address of a new customer transmitted from the mobile phone 60, and stores the received customer information in the customer information database 43. The customer information only needs to be able to specify the customer. For example, the customer information may be at least one of a name (kanji), a name (kana), and an e-mail address shown in FIG. In this case, it is good also as a structure which receives information other than these later.

  The reservation information acquisition unit 30 refers to the consulting reservation management database 51 and the like, and acquires information such as a consulting and a conference scheduled to be held on the next day. Then, the reservation information transmitting unit 31 transmits advance guidance via the mail server 55 to the mobile phone 60 of the customer who is scheduled to participate in the consulting or consultation meeting scheduled for the next day and the mobile phone 65 of the consultant in charge. This is to remind customers and consultants not to mistake the date and time.

The customer management server 40 includes a consultant information database 41, a holding information database 42, a customer information database 43, a history information database 44, a field information database 45, and a bank information database 46. The schedule management server 50 also includes a consulting reservation management database 51 and a conference reservation management database 52. Details of each database will be described later.
The mail server 55 is a server device that can send mail to the mobile phones 60 and 65 via the Internet 80.

  FIG. 2 is a diagram illustrating a hardware configuration of the Web server 20, the customer management server 40, the schedule management server 50, and the mail server 55. Each server 20, 40, 50, 55 includes a CPU 90, a memory 91, a storage device 92, a communication interface 93, and the like. In the Web server 20, the programs stored in the storage device 92 are sequentially stored in the memory 91, and the various functions 21 to 31 described above are realized by the CPU 90 executing the programs stored in the memory 91. Further, the database provided in the customer management server 40 and the schedule management server 50 is constructed on the storage device 92. The storage device 92 is, for example, a hard disk drive. The communication interface 93 is an interface for each server 20, 40, 50, 55 to communicate with another server 20, 40, 50, 55 via a LAN. In the Web server 20 and the mail server 55, the communication interface 93 is also connected to the Internet 80.

== Database configuration ==
Next, a database provided in the customer management server 40 and the schedule management server 50 will be described.

  FIG. 3 is a diagram showing the consultant information database 41. The consultant information database 41 stores consultant IDs, specialized field codes, and consultant names of consultants possessed by financial institutions. In the specialized field code, a field code indicating a field specialized by the consultant is set. FIG. 4 is a diagram showing a field information database 45 in which field codes and field names are stored. In FIG. 3, “0102” is set as the specialized field code of the consultant with the consultant ID “12345001”. This indicates that the specialized field of this consultant is the pension with the field code “01” and the real estate with the field code “02”.

  FIG. 5 is a diagram showing the holding information database 42. The holding information database 42 stores information such as consulting and consultations held by financial institutions. The holding information database 42 includes items of holding division, bank code, branch code, holding contents, recruitment personnel, holding date, and holding time. The holding category is information indicating a holding form, where “01” indicates a consultation, “02” indicates a seminar, and “99” indicates consulting. In the case of a conference or seminar, the codes of the bank and branch to be held are set as the bank code and branch code. In addition, field codes of fields handled in the conferences and seminars are set in the held contents. This field code is stored in the field information database 45. In the case of a conference / seminar, the recruitment personnel, the date of the event, and the time of the event are stored. In the case of consulting, the bank code and branch code that can receive the consulting are set in the bank code and branch code. As shown in FIG. 6, the bank name and branch name corresponding to the bank code and branch code are stored in the bank information database 46.

  FIG. 7 is a diagram showing the customer information database 43. The customer information database 43 stores information related to customers of financial institutions. The customer information database 43 includes items of customer ID, name (kanji), name (kana), date of birth, sex, zip code, address, telephone number, password, and mail address. In the password, authentication information necessary for the customer to access the reservation management system 10 from the mobile phone 60 is set. In addition, the mail address of the customer's mobile phone 60 is set as the mail address.

  FIG. 8 is a diagram showing the history information database 44. The history information database 44 stores information on consultations, seminars, and consulting in which customers have participated. The history information database 44 includes items of customer ID, consultation ID, consulting content, and consultant ID. The consultation ID is information obtained by combining the holding classification, bank code, branch code, holding contents, recruitment personnel, holding date, and holding time stored in the holding information database 42. The content of the consulting performed by the consultant in charge of consulting is registered in the consulting content. In the consultant ID, the ID of the consultant in charge of consulting is set.

  FIG. 9 is a diagram showing the consulting reservation management database 51. The consulting reservation management database 51 stores information on consultant schedules (corresponding to information stored in the “consultant schedule information database” of the present invention) and information on reserved consulting. The consulting reservation management database 51 includes items of consultant ID, date, time, reservation classification, consultation ID, customer ID, and reservation ID.

  The time can be set in units of minutes, and information indicating the reservation status of the time is set in the reservation category. As for the reservation category, “0” is not scheduled and consulting etc. can be reserved, “1” is consulting schedule, “2” is consulting schedule, “3” indicates that the seminar is scheduled, and “9” indicates that it is not possible to make a reservation for vacation or other business.

  When a consulting reservation is entered, a customer ID of the consulting customer is set, and a reservation ID is set as information for identifying the reservation. The reservation ID is a number or the like managed by serial numbers.

  FIG. 10 is a diagram showing the conference reservation management database 52. The conference reservation management database 52 stores information indicating the reservation status of conferences and seminars. The conference reservation management database 52 includes items of a consultation ID, a counter, a customer ID, a consultant ID, and a reservation ID. A number indicating the number of reservation persons for each consultation ID is set in the counter. In the example of FIG. 10, since the customer with the customer ID “00001234” first made a reservation for the consultation with the consultation ID “011234...”, The counter is “0001”. When the customer with the customer ID “00001235” makes a reservation next time, the counter is set to “0002”, and when the customer with the customer ID “00001236” makes a reservation, the counter “0003” is set. In this way, the counter is incremented by one, and by referring to the maximum counter for the consultation ID, it is possible to confirm the number of conference reservations and seminars reserved.

== Screen ==
Next, a screen displayed on the mobile phone 60 when a customer makes a reservation for consulting, a consultation meeting, or a seminar will be described.

  FIG. 11 is a diagram showing a login screen 110 displayed when accessing the reservation management system 10. The login screen 110 includes a customer ID input area 111, a password input area 112, a mail address input area 113, and a send button 114. When the transmission button 114 is pressed, the login information input in the input areas 111 to 113 is transmitted to the reservation management system 10.

  FIG. 12 is a diagram showing a menu screen 120 displayed after the login to the reservation management system 10 is completed. The menu screen 120 includes a link 121 for starting a consulting reservation process, a link 122 for starting a consulting reservation change / cancel process, a link 123 for starting a consultation / seminar reservation process, and a consultation / seminar reservation change / cancellation process. A link 124 is provided. Information on the selected links 121 to 124 is transmitted to the reservation management system 10 and processing corresponding to the links 121 to 124 is executed.

  FIG. 13 is a schedule confirmation screen 130 on which a schedule of a consultant who has been in charge of a customer who intends to make a reservation for consulting in the past is displayed. The schedule confirmation screen 130 includes a consultant display area 131, a schedule display area 132, and a confirmation button 133. In the consultant display area 131, information such as the name of the consultant who has been in charge in the past and the specialized field is displayed. Also, in the schedule display area 132, schedule information that can confirm the availability of the consultant's schedule is displayed. When the confirmation button 133 is pressed, the screen changes to the consulting reservation screen 140 of FIG.

  FIG. 14 is a diagram showing a consulting reservation screen 140 for inputting consulting reservation information. The consulting reservation screen 140 includes a customer ID display area 141, a reservation date / time input area 142, a bank selection list 143, a branch selection list 144, a consultant display / selection list 145, a request item input area 146, and a reservation button 147.

  In the customer ID display area 141, the customer ID input on the login screen 110 is displayed. In the reservation date and time input area 142, the date and time when the consulting is reserved is input. When the customer inputs the reservation date and time, the customer can input the date and time when the consultant's schedule is available based on the consultant's schedule information displayed on the schedule confirmation screen 130.

  In the bank selection list 143 and the branch selection list 144, bank names and branch names corresponding to the bank codes and branch codes stored in the holding information database 42 in the holding category “99 (consulting)” are set. The customer selects a bank and a branch to be consulted from the bank selection list 143 and the branch selection list 144.

  When the customer has received consulting in the past, the consultant display / selection list 145 displays information on the consultant in charge in the past displayed on the schedule confirmation screen 130. In addition, when a customer first receives a consulting, information on consultants registered in the consultant information database 41 is set in the consultant display / selection list 145. The customer can select a consultant suitable for the consultation content by referring to the specialized field of the consultant set in the consultant display / selection list 145. Further, the customer can input the contents to be consulted with the consultant in the request item input area 146.

  When the reservation button 147 is pressed, reservation information including a reservation date and time, a bank code, a branch code, a consultant ID, and requested items is transmitted to the reservation management system 10.

  FIG. 15 is a diagram showing a consulting reservation confirmation email 150 transmitted from the reservation management system 10 to the mobile phone 60 after completion of the consulting reservation. The consulting reservation confirmation email 150 includes reservation information input on the consulting reservation screen 140, a reservation ID assigned by the reservation management system 10, and the like. In the consulting reservation confirmation email 150, a link 151 for changing or canceling a reservation is set. In the link 151, the reservation ID of the reservation is set. When the customer selects the link 151 and inputs login information on the login screen 110, the consulting reservation change / cancel screen 160 shown in FIG. 16 is displayed.

  FIG. 16 is a diagram illustrating a consulting reservation change / cancel screen 160 displayed when changing or canceling a reserved consulting. The screen 160 displays the reservation information input on the consulting reservation screen 140, the reservation ID assigned by the reservation management system 10, and the like. If the customer wants to change the reservation date and time, etc., the customer presses the change button 161 after inputting the change. When the change button 161 is pressed, the reservation ID and the changed reservation information are transmitted to the reservation management system 10. The customer presses a cancel button 162 when canceling the reservation. When the cancel button 162 is pressed, a cancel notification for the reservation ID is transmitted to the reservation management system 10.

  FIG. 17 is a diagram showing a consulting prior confirmation email 170 transmitted from the reservation management system 10 to the mobile phone 60 the day before the consulting is held. The consulting prior confirmation mail 170 includes information indicating that the consulting is tomorrow, consulting reservation information, and the like.

  FIG. 18 is a diagram showing a customer information registration screen 180 that is displayed when a new customer registers his / her information. The customer information registration screen 180 includes a name input area 181, a date of birth input area 182, a gender selection list 183, a postal code input area 184, an address input area 185, a telephone number input area 186, a password input area 187, and an e-mail address input area. 188 and a registration button 189 are provided. When the registration button 189 is pressed, information input or selected on the customer information registration screen 180 is transmitted to the reservation management system 10. The customer information receiving unit 29 of the reservation management system 10 receives the information transmitted from the mobile phone 60 and stores it in the customer information database 43.

  FIG. 19 is a diagram showing a consultation / seminar guide mail 190 that is a guide for a conference / seminar registered in the held information database 42. The conference / seminar guide mail 190 includes information on the conference / seminar. Further, a link 191 for reserving the conference / seminar is set in the conference / seminar guide mail 190. In the link 191, a consultation ID for a conference / seminar is set. When the customer selects the link 191 and inputs login information on the login screen 110, a conference / seminar reservation screen 200 shown in FIG. 20 is displayed.

  FIG. 20 shows a conference / seminar reservation screen 200 displayed when a conference / seminar is reserved. When the reservation button 201 is pressed, a reservation request for the conference / seminar is transmitted to the reservation management system 10. When receiving the reservation request, the reservation request receiving unit 21 of the reservation management system 10 registers the reservation contents in the conference reservation management database 52 and the consulting reservation management database 51. Then, the reservation result transmission unit 25 of the reservation management system 10 transmits a consultation / seminar reservation confirmation mail 210 shown in FIG. 21 to the mobile phone 60.

  The consultation / seminar reservation confirmation mail 210 in FIG. 21 includes a reservation ID and information regarding reservation contents. In the consultation / seminar reservation confirmation mail 210, a link 211 for changing or canceling a reservation is set. In the link 211, the reservation ID of the reservation is set. When the link 211 is selected, the reservation change / cancel process is executed.

  FIG. 22 is a diagram showing a consultation / seminar prior confirmation email 220 transmitted from the reservation management system 10 to the mobile phone 60 the day before the conference / seminar is held. The conference / seminar prior confirmation email 220 includes information indicating that the conference / seminar is tomorrow, reservation information for the conference / seminar, and the like.

== Reservation processing ==
Next, various processes executed in the reservation management system 10 will be described. First, consulting reservation processing executed when a customer reserves consulting will be described. FIG. 23 is a flowchart of the consulting reservation process.

  First, the customer's mobile phone 60 transmits an access request to the Web server 20 (S2301). In response to the access request, the reservation request receiving unit 21 of the Web server 20 transmits the login screen 110 to the mobile phone 60 (S2302). When the customer inputs login information on the login screen 110 and presses the send button 114, the mobile phone 60 transmits the login information to the Web server 20 (S2303). The reservation request receiving unit 21 receives login information transmitted from the mobile phone 60, compares the login information with the customer information database 43, and performs user authentication (S2304).

  If the login information does not collate correctly with the information registered in the customer information database 43 (S2305: NG), the reservation request receiving unit 21 transmits the login screen 110 to the mobile phone 60 again (S2302). When the collation result is correct (S2305: OK), the reservation request receiving unit 21 transmits the menu screen 120 to the mobile phone 60 (S2306).

  When the customer selects the consulting reservation link 121 on the menu screen 120, the mobile phone 60 transmits a consulting reservation request to the Web server 20 (S2307). The reservation request receiving unit 21 receives a reservation request transmitted from the mobile phone 60 (S2308). In the reservation request, the customer ID input on the login screen 110 is set.

  When the reservation request receiving unit 21 receives the reservation request, the consultant selecting unit 23 of the Web server 20 determines whether or not the consulting history information in which the customer ID set in the reservation request is set is stored in the history information database. Confirmation is made (S2309).

  When the consulting history information for the customer is stored (S2310: YES), the consultant selecting unit 23 of the Web server 20 acquires the consultant ID set in the history information (S2311). Then, the schedule transmission unit 26 of the Web server 20 acquires schedule information corresponding to the consultant ID from the consulting reservation management database 51, and transmits a schedule confirmation screen 130 in which the acquired schedule information is set to the mobile phone 60 (S2312). ). When the customer presses the confirmation button 133 on the schedule confirmation screen 130, the mobile phone 60 transmits a confirmation notice of the schedule information to the Web server 20 (S2313).

  If the consulting history information is not stored (S2310: NO), the consultant information transmitting unit 27 of the Web server 20 is stored in the consultant information database 41 in the consultant information database 41 and the field information database 45. The field name is acquired (S2314).

  Next, the consultant information transmitting unit 27 transmits the consulting reservation screen 140 in which the consultant ID, the consultant name, and the specialized field of the consultant are set in the consultant display / selection list 145 to the mobile phone 60 (S2315). In the consultant display / selection list 145, the consultant ID acquired by the consultant selecting unit 23 in S2311 or the consultant ID acquired by the consultant information transmitting unit 27 in S2314 is set. In addition, when the consultant information transmitting unit 27 transmits the consulting reservation screen 140 to the mobile phone 60, it is stored in the holding information database 42 in the holding information database 42 with the holding classification “99: consulting” in the bank selection list 143 and the branch selection list 144. Set information about bank code and branch code.

  Then, the customer refers to the specialized field of the consultant set in the consultant display / selection list 145, and selects a consultant according to the content of the consultation. In addition, the customer inputs a reservation date and time, selects a bank and a branch, and the like. When the customer presses the reservation button 147, the mobile phone 60 transmits the consultant ID of the selected consultant and the input or selected reservation information to the Web server 20 (S2316).

  The reservation information receiving unit 22 of the Web server 20 receives the reservation information transmitted from the mobile phone 60, and the consultant information receiving unit 28 receives the consultant ID transmitted from the mobile phone 60 (S2317). Then, the reservation result registration unit 24 of the Web server 20 assigns a reservation ID to the reservation information, and stores the customer ID, reservation information, consultant ID, and reservation ID in association with each other in the consulting reservation management database (S2318).

  Then, the reservation result transmission unit 25 of the Web server 20 transmits the consulting reservation confirmation mail 150 in which the reservation information stored in the consulting reservation management database 51 is set to the mobile phone 60 via the mail server 55 (S2319). The reservation result transmission unit 25 also transmits a consulting reservation confirmation email 150 to the mobile phone 65 of the consultant. The customer receives the consulting reservation confirmation mail 150 with the mobile phone 60 (S2320), and the consulting reservation processing is completed.

== Reservation change / cancellation processing ==
Next, consulting reservation change / cancellation processing executed when a customer changes or cancels a consulting reservation will be described. FIG. 24 is a flowchart of the consulting reservation change / cancel process.

  The customer selects the link 151 for changing or canceling the reservation set in the consulting reservation confirmation mail 150. When the link 151 is selected, the mobile phone 60 transmits a reservation change / cancellation request to the Web server 20 (S2401). This change / cancel request also includes the reservation ID set for the link 151.

  The reservation request receiving unit 21 transmits the login screen 110 to the mobile phone 60 in response to the change / cancellation request (S2402). When the customer inputs login information on the login screen 110 and presses the send button 114, the mobile phone 60 transmits the login information to the Web server 20 (S2403). The reservation request receiving unit 21 receives login information transmitted from the mobile phone 60, compares the login information with the customer information database 43, and performs user authentication (S2404).

  When the login information is not correctly matched with the information registered in the customer information database 43 (S2405: NG), the reservation request receiving unit 21 transmits the login screen 110 to the mobile phone 60 again (S2402). When the collation result is correct (S2405: OK), the reservation request receiving unit 21 acquires reservation information corresponding to the reservation ID set in the change / cancellation request from the consulting reservation management database 51 (S2406). Then, the reservation request receiving unit 21 transmits the consulting reservation change / cancel screen 160 in which the acquired reservation information and the like are set to the mobile phone 60 (S2407).

  When the customer wants to change the reservation content, the customer changes the reservation information on the consulting reservation change / cancel screen 160 and presses the change button 161. Further, when the customer wants to cancel the reservation, the customer presses a cancel button 162. When the change button 161 or the cancel button 162 is pressed, the mobile phone 60 transmits the changed reservation information or the cancel notification to the Web server 20 (S2408). A reservation ID is set in the changed reservation information and cancellation notice.

  The reservation information receiving unit 22 receives the changed reservation information or cancellation notice transmitted from the mobile phone 60 (S2409). The reservation result registration unit 24 updates the consulting reservation management database 51 based on the changed reservation information or cancellation notice (S2410).

  Then, the reservation result transmission unit 25 transmits the consulting reservation confirmation mail 150 in which the changed or canceled content is set to the mobile phone 60 via the mail server 55 (S2411). The reservation result transmission unit 25 also transmits a consulting reservation confirmation email 150 to the mobile phone 65 of the consultant. The customer receives the consulting reservation confirmation mail 150 with the mobile phone 60 (S2412), and the consulting reservation change / cancellation process ends.

== Prior confirmation processing ==
Next, a pre-confirmation process for transmitting the consulting guidance to the customer and the consultant on the day before the reserved consulting date will be described. FIG. 25 is a flowchart of the prior confirmation process.

  The reservation information acquisition unit 30 of the Web server 20 refers to the consulting reservation management database 51, and acquires reservation information on the next day (date) (S2501). Further, the reservation information acquisition unit 30 acquires the mail address of the customer ID corresponding to the acquired reservation information from the customer information database 43 (S2502).

  Then, the reservation information transmitting unit 31 of the Web server 20 generates a consulting prior confirmation mail 170 based on the reservation information and the mail address acquired by the reservation information acquiring unit 30 (S2503), and the customer's via the mail server 55. Transmit to mobile phone 60. The reservation information transmitting unit 31 also transmits the consulting prior confirmation mail 170 to the mobile phone 65 of the consultant in charge.

== Consultation / seminar reservation processing ==
Next, a conference / seminar reservation process executed when a customer makes a conference or seminar reservation will be described. FIG. 26 is a flowchart of the consultation / seminar reservation process.

  The customer selects the link 191 for making a conference / seminar reservation set in the conference / seminar guide mail 190. When the link 191 is selected, the mobile phone 60 transmits a conference / seminar reservation request to the Web server 20 (S2601). This reservation request also includes the consultation ID set for the link 191.

  In response to the reservation request, the reservation request receiving unit 21 transmits the login screen 110 to the mobile phone 60 (S2602). When the customer inputs login information on the login screen 110 and presses the send button 114, the mobile phone 60 transmits the login information to the Web server 20 (S2603). The reservation request receiving unit 21 receives login information transmitted from the mobile phone 60, compares the login information with the customer information database 43, and performs user authentication (S2604).

  If the login information does not collate correctly with the information registered in the customer information database 43 (S2605: NG), the reservation request receiving unit 21 transmits the login screen 110 to the mobile phone 60 again (S2602). When the collation result is correct (S2605: OK), the reservation request receiving unit 21 acquires the maximum value of the counter set for the consultation ID set in the reservation request from the conference reservation management database 52 (S2606). ).

  When the acquired counter value is equal to or greater than the recruitment personnel stored in the holding information database (S2607: NO), the reservation request receiving unit 21 determines that the held content is the same and the counter value has not reached the recruitment personnel. A consultation / seminar is selected from the held information database 42 (S2608). Then, the reservation request receiving unit 21 transmits the conference / seminar reservation screen 200 in which the information of the selected conference / seminar is set to the mobile phone 60 (S2609).

  When the acquired counter value is less than the recruitment personnel stored in the holding information database (S2607: YES), the reservation request receiving unit 21 receives the consultation / seminar corresponding to the consultation ID set in the reservation request. The consultation / seminar reservation screen 200 in which the information is set is transmitted to the mobile phone 60 (S2609).

  The customer confirms the contents displayed on the conference / seminar reservation screen 200 and presses the reservation button 201 when making a reservation for the conference / seminar. When the reservation button 201 is pressed, the mobile phone 60 transmits a reservation notification indicating that the conference / seminar is reserved to the Web server 20 (S2610).

  The reservation information receiving unit 22 of the Web server 20 receives the reservation notification transmitted from the mobile phone 60 (S2611). Then, the reservation result registration unit 24 stores the reservation information of the customer ID in the conference reservation management database 52 (S2612). Note that the counter value stored at this time is a value obtained by adding 1 to the counter acquired in S2606.

  Then, the reservation result transmission unit 25 of the Web server 20 transmits the conference / seminar reservation confirmation mail 210 in which the reservation information stored in the conference reservation management database 52 is set to the mobile phone 60 via the mail server 55 ( S2613). The customer receives the consultation / seminar reservation confirmation mail 210 via the mobile phone 60 (S2614), and the consultation / seminar reservation process ends.

  In the consultation / seminar reservation confirmation mail 210, a reservation ID for identifying the reservation is set in the link 211. Then, when the customer selects the link 211, the conference reservation / seminar reservation change / cancel process is executed in the same manner as the consulting reservation change / cancel process. In addition, the reservation information transmitting unit 31 transmits a consultation / seminar prior confirmation email 220 to the customer's mobile phone 60 for the conference / seminar on the next day.

  The various processes executed in the reservation management system 10 have been described above. When a customer makes a reservation for consulting, the consultant selecting unit 23 refers to the history information database 44 and selects a consultant who has been in charge of consulting for the customer in the past as a consultant in charge. Thus, by selecting a consultant who has been in charge of a customer in the past, the trust relationship between the customer and the consultant is maintained, and the consulting is enriched.

  The schedule transmission unit 26 sets the schedule information of the consultant in charge on the schedule confirmation screen 130 and transmits the schedule information to the mobile phone 60. Thereby, the customer can confirm the date and time when the schedule of the consultant in charge is vacant, and can make a reservation for the consulting at that date and time.

  In addition, when a customer who has not received consulting in the past makes a consulting reservation, the consultant information transmitting unit 27 sets information on the specialized field of the consultant stored in the consultant information database 41 on the consulting reservation screen. To the mobile phone 60. Thereby, the customer can select the consultant according to the content of the consultation by referring to the specialized field of the consultant.

  Further, when making a reservation for consulting, the customer can select a bank and a branch where the consulting is performed on the consulting reservation screen 140. In other words, the customer can receive consulting not only at the store where the account is opened, but also at a convenient bank and branch.

  The consulting information reserved in the reservation management system 10 is sent to the customer's mobile phone 60 and the consultant's mobile phone 65 by e-mail the day before the date of the consulting. As a result, it is possible to prevent customers and consultants from making mistakes due to misunderstanding of the date and time of the consulting.

  Further, the consultant who performed the consulting can register the contents of the consulting in the history information database 44. Thereby, the consultant can refer the past consulting content for every customer easily. Therefore, it is possible to carry out appropriate consulting based on past consulting contents for customers who have received consulting in the past.

Although the present embodiment has been described above, the above examples are for facilitating the understanding of the present invention, and are not intended to limit the present invention. The present invention can be changed and improved without departing from the gist thereof, and the present invention includes equivalents thereof.
For example, in the present embodiment, the client device of the present invention is the mobile phone 60, but the client device is not limited to the mobile phone, and may be a personal computer or the like that can be connected to the Internet. .

1 is a diagram illustrating an overall configuration of an information processing system including a reservation management system according to an embodiment of the present invention. It is a figure which shows the hardware constitutions of a Web server, a customer management server, a schedule management server, and a mail server. It is a figure which shows a consultant information database. It is a figure which shows a field information database. It is a figure which shows a holding information database. It is a figure which shows a bank information database. It is a figure which shows a customer information database. It is a figure which shows a history information database. It is a figure which shows a consulting reservation management database. It is a figure which shows a conference reservation management database. It is a figure which shows a login screen. It is a figure which shows a menu screen. It is a figure which shows a schedule confirmation screen. It is a figure which shows a consulting reservation screen. It is a figure which shows a consulting reservation confirmation mail. It is a figure which shows a consulting reservation change and cancellation screen. It is a figure which shows a consulting prior confirmation mail. It is a figure which shows a customer information registration screen. It is a figure which shows a conference / seminar guide mail. It is a figure which shows a conference / seminar reservation screen. It is a figure which shows a conference / seminar reservation confirmation mail. It is a figure which shows a consultation and seminar prior confirmation mail. It is a figure which shows the flowchart of a consulting reservation process. It is a figure which shows the flowchart of a consulting reservation change and cancellation process. It is a figure which shows the flowchart of a prior confirmation process. It is a flowchart of a conference / seminar reservation process.

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 Reservation management system 20 Web server 21 Reservation request reception part 22 Reservation information reception part 23 Consultant selection part 24 Reservation result registration part 25 Reservation result transmission part 26 Schedule transmission part 27 Consultant information transmission part 28 Consultant information reception part 29 Customer information reception part DESCRIPTION OF SYMBOLS 30 Reservation information acquisition part 31 Reservation information transmission part 40 Customer management server 41 Consultant information database 42 Holding information database 43 Customer information database 44 History information database 45 Field information database 46 Bank information database 50 Schedule management server
51 Consulting Reservation Management Database 52 Consultation Reservation Management Database 55 Mail Server 60 Mobile Phone (Customer) 65 Mobile Phone (Consultant)
70 Base station 75 Mobile phone network 80 Internet

Claims (5)

A system for managing reservations for consulting provided by financial institutions,
A history information database that stores a customer ID of a financial institution customer in association with a consultant ID of a consultant in charge of consulting for the customer;
A reservation request receiving unit that receives a reservation request including the customer ID from a communicable client device;
A consultant selection unit that obtains the consultant ID corresponding to the customer ID set in the reservation request from the history information database;
A reservation information receiving unit for receiving reservation information including a reservation date and time of consulting from the client device;
Reservation result stored in the consulting reservation management database in association with the customer ID received by the reservation request receiving unit, the consultant ID acquired by the consultant selecting unit, and the reservation information received by the reservation information receiving unit A registration department;
Based on the information stored in the consulting reservation management database, a reservation result transmission unit that transmits a consulting reservation result to the client device;
A reservation management system comprising: )
The reservation management system according to claim 1,
A consultant schedule information database for storing consultant schedule information in association with the consultant ID;
A schedule transmission unit that acquires the schedule information corresponding to the consultant ID acquired by the consultant selection unit from the consulting reservation management database and transmits the schedule information to the client device;
A reservation management system comprising: The reservation management system according to claim 1,
A consultant information database that stores the consultant ID and a specialized field code indicating a specialized field of the consultant in association with each other;
When the consultant ID corresponding to the customer ID set in the reservation request is not stored in the history information database, the consultant ID stored in the consultant information database is associated with the specialized field code. A consultant information transmitting unit for transmitting to the client device;
A consultant information receiving unit that receives, from the client device, the consultant ID of the plurality of consultant IDs transmitted by the consultant information transmitting unit to the client device;
With
The reservation result registration unit associates the customer ID received by the reservation request reception unit with the consultant ID received by the consultant information reception unit and the reservation information received by the reservation information reception unit. Memorize in consulting reservation management database,
A reservation management system. A method for managing a reservation of consulting provided by a financial institution by an information processing apparatus having a history information database that stores a customer ID of a financial institution in association with a consultant ID of a consultant in charge of consulting for the customer. There,
The information processing apparatus is
Receiving a reservation request including the customer ID from a communicable client device;
Obtaining the consultant ID corresponding to the customer ID set in the reservation request from the history information database;
Receiving reservation information including the reservation date and time of consulting from the client device,
Storing the customer ID received from the client device, the consultant ID acquired from the history information database, and the reservation information received from the client device in a predetermined consulting reservation management database;
Sending a consulting reservation result to the client device based on the information stored in the consulting reservation management database;
The reservation management method characterized by this. A program that is executed by an information processing apparatus including a history information database that stores a customer ID of a financial institution customer in association with a consultant ID of a consultant who is in charge of consulting with the customer,
The information processing apparatus is
Receiving a reservation request including the customer ID from a communicable client device;
Obtaining the consultant ID corresponding to the customer ID set in the reservation request from the history information database;
Receiving reservation information including a reservation date and time of consulting from the client device;
Storing the customer ID received from the client device, the consultant ID acquired from the history information database, and the reservation information received from the client device in a predetermined consulting reservation management database;
Based on information stored in the consulting reservation management database, sending a consulting reservation result to the client device;
A program comprising:

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