JP2007025805A - Customer information browsing system, customer information presentation method and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a customer information browsing system and a customer information presenting method for shortening an access time to a customer information database, and for reducing the labor of a business staff, and for improving convenience. <P>SOLUTION: Once a business staff temporarily inputs an account code as customer identification information, and retrieves a customer information database 70, and browses customer information, the customer name and account code of the customer are registered in a customer name list exclusive for the business staff, and stored in a customer name list database 50 by a customer name list preparing means 41. When browsing the customer information again, the business staff makes a display means 30 display his own customer name list on a picture, and selects the customer name as the object of browsing from the customer names in the customer name list. Then, the automatic translation of the customer name into the account code is operated by a customer name selection input accepting means 24, and the retrieval of a customer information database 70 is operated based on the acquired account code. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a customer information browsing system, a customer information presentation method, and a program for a sales employee to browse customer information stored in a customer information database, for example, a business of a financial institution operating a securities company or a securities brokerage business. This can be used when an employee browses customer information.

  Generally, in a securities company, one sales employee is in charge of many customers. Each sales staff frequently contacts each customer with whom he is in charge, and exchanges various information with each customer. For example, when an order is received from a customer, a confirmation inquiry is received from the customer regarding the current execution status of the transaction that has received the order, or the current execution status is reported to the customer. In some cases, it is necessary to receive a confirmation inquiry about balance information from the customer, or to refer to customer registration information.

  In such a case, the salesperson operates the terminal device of his / herself, accesses the customer information database provided in the host computer, refers to and grasps customer information about the customer who has received an order or inquiry, Answer and report to the customer. At this time, in order to access the customer information database, the salesperson needs to input an account code. Since one account code is attached to one customer, the account code functions as customer identification information for identifying each customer.

  In addition, because there is a customer with the same name, the account code is used instead of the customer name as the customer identification information, but the sales employee does not know the account code of the customer when he / she wants to refer to the customer information of the customer. In this case, the account code can be grasped by inputting the customer name and the like and searching the customer information database. For example, when a salesperson inputs a customer name on the terminal device, the customer name is transmitted to the host computer via the server, and the host computer searches the customer information database using the customer name as a key. When the account code corresponding to the customer name is obtained as a search result, the account code is transmitted from the host computer to the terminal device via the server and displayed on the screen. Here, when there is a customer with the same name and the same name, a plurality of account codes are displayed for one customer name, but not only the account code but also information such as an address is displayed on the screen. The salesperson can identify and grasp the target customer's account code by combining the customer name and address information.

  As a peripheral technique of the present invention, in terms of management of customer information of financial institutions, there is an account management method for storing information on a regular / ordinary mixed account including a customer account number and a customer name (see Patent Document 1). ). Also, in terms of facilitating search and browsing, the search browsing behavior of each registered member who accesses is recorded, and the URL of the browsed web page and the URL of the web page of the search result are captured from this search browsing behavior record. When a registered member accesses automatically, a bookmark dedicated to the individual is automatically created. When the registered member accesses, a bookmark display screen configuration data obtained by hyperlinking a Web page corresponding to each URL in the bookmark URL list is operated by the registered member. There is a WWW server that allows registered members to easily re-view a desired Web page using a bookmark by sending it to a client computer for display (see Patent Document 2).

JP 2004-341579 A (paragraph [0021], FIG. 2) JP 2002-99568 A (paragraphs [0007] to [0010], [0016], [0020], summary)

  As described above, when a sales employee receives an order or an inquiry from a customer, the sales employee grasps the customer information by inputting the account code with the terminal device and accessing the customer information database, and responds to the customer.

  However, there are hundreds of customers in charge of a single sales employee, and it is impossible to remember the account codes of these customers. Therefore, as described above, when a sales employee receives an order or inquiry from a customer, the customer's account code is specified by searching the customer information database by entering the customer name on the terminal device. (Since there is a customer with the same name and the same name, there may be cases where specific work from multiple account codes may occur.) After that, enter the grasped account code and grasp customer information Have taken. Such a work procedure for performing a two-stage search takes time and is not preferable in terms of ensuring quick response to customers.

  On the other hand, in daily work, if you take a relatively short period of time, the number of customers with transactions is limited to a certain number, and for the same customer, the customer information database is accessed several times a week. Access has occurred. For this reason, the sales staff must search and grasp the customer's account code that must be handled several times within a short period of time, and then write it on a sticky note and paste it on their terminal device. In some cases, it takes measures such as storing it in its own notebook. However, since this kind of response is still time-consuming for the sales staff, it is desirable to eliminate such time and improve the usability of the customer information browsing system.

  In addition, as a general technique related to the Internet, in order to facilitate re-browsing of a Web page by the user, a URL of a Web page or a site name frequently used by the user is registered as a “favorite” in the Web browser. Although functions that can be stored and functions that automatically create and store bookmarks specialized for individuals as described in Patent Document 2 are stored and developed, sales with a large number of customers In the situation where employees need to quickly browse customer information of customers they are in charge of, the browsing tool that facilitates the daily work of the sales staff has been developed in consideration of special circumstances in this case The current situation is not.

  An object of the present invention is to provide a customer information browsing system, a customer information presentation method, and a program that can shorten the access time to the customer information database, reduce the labor of the sales staff, and improve the usability.

  The present invention relates to a customer information database for storing customer information corresponding to customer identification information, and a customer information database using the customer identification information as a key when customer identification information about a customer to be browsed by a sales employee is given. Customer information search means for searching for target customer information from the customer information stored in the customer information, and customer information for performing processing for displaying the customer information obtained as a search result by the customer information search means on the screen of the display means In a customer information browsing system equipped with display processing means, each piece of customer information about the customer in charge of each sales employee, including the customer name, is associated with the customer identification information and individually for each sales employee The customer list database, which is stored as registration information in the customer list dedicated to each sales employee, and customer identification information input by the sales staff are received. Customer identification information input receiving means for sending the customer identification information to the customer information searching means in order to make the customer information searching means perform the customer information search processing using the identification information as a key, and the customer identification information input receiving means. Salesperson who entered customer identification information by associating some information including customer name with customer identification information among customer information obtained as a search result by customer information retrieval means using customer identification information as a key Screen of the means for displaying the customer list dedicated to the salesperson who wants to browse the customer information out of the customer list stored in the customer list database and the customer list creation means stored in the customer list database as registration information to the dedicated customer list Customer name list display processing means for performing processing to be displayed above, and own customer name list displayed on the screen of the display means by the customer name list display processing means Accepts the selection input of the customer name to be browsed from the customer names in the customer list by the referenced sales staff, acquires the customer identification information corresponding to this customer name from the customer list, and uses this customer identification information as a key In order to cause the customer information search means to perform the customer information search process, the apparatus includes a customer name selection input receiving means for sending the customer identification information to the customer information search means.

  Here, the “customer list” displayed on the display means screen by the “customer list display processing means” only needs to include the customer name, and the customer identification information is not necessarily displayed on the display means screen. There is no need to Further, the “customer name” of the customer list displayed on the screen of the display means by the “customer list display processing means” may be any display such as hiragana, katakana, kanji, romaji, etc.

  In addition, “input of customer identification information” by “customer identification information input reception means” and “selection input of customer name” by “customer name selection input reception means” include, for example, input by click operation of a mouse, key input, Any input method such as input using a touch panel or voice input may be used.

  Furthermore, the “customer name selection input” is not limited to clicking or touching directly above the display part of the customer name in the case of an input by a mouse click operation or an input by a touch panel, for example, The screen area including the target customer name or the screen area corresponding to the target customer name may be clicked or touched. As a result, the customer name may be selected. In the case of key input, voice input, etc., it is not limited to inputting the customer name itself. For example, if “1. Taro Yamato…”, “2. A number or symbol (such as “1” or “2”) corresponding to the target customer name may be input, and as a result, the customer name may be selected.

  In such a customer information browsing system of the present invention, once a sales employee inputs customer identification information (for example, an account code), searches the customer information database, and browses the customer information, the customer The customer name and customer identification information of the customer are registered in the customer name list dedicated to the salesperson and stored in the customer name list database. The customer information of the customer can be browsed by selecting the customer name to be browsed from the customer names in the customer's name list displayed on the screen. For this reason, even if the customer identification information is not known, there is no need to input the customer name and the like to search the customer identification information, and the customer identification information can be written on a sticky note and pasted on the terminal device. This eliminates the need to write down the customer identification information in his notebook. Therefore, when browsing customer information about one's own customer, the access time to the customer information database is shortened, it is possible to respond quickly to the customer, the labor of the sales staff is reduced, and the system The user-friendliness is improved and the above-mentioned object is achieved.

  In the customer information browsing system described above, the customer list database stores the search date and time when the most recent search process was performed using the customer identification information as a key in association with the customer identification information. The creation means is configured such that when a search process is performed by the customer information search means using the customer identification information received by the customer identification information input reception means or the customer identification information acquired by the customer name selection input reception means as a key, By updating the search date and time corresponding to the customer identification information, it is possible to keep the search date and time at the latest search date and determine whether the search date and time is within a certain period from the current time. It is desirable that the registration information about the customer whose search date is not is deleted from the customer list.

  Here, not only “customer identification information acquired by the customer name selection input receiving means” but also “customer identification information received by the customer identification information input receiving means” is used as a key for the search processing by the customer information search means. If the customer information on the customer already registered in the customer list is browsed, the search date may be updated. It is considered that there is a case where browsing is performed by inputting customer identification information, instead of selecting and inputting a customer name to be browsed.

  In this way, when the registered information about the customer whose search date and time is not within a certain period from the current time is deleted from the customer list, the customer who does not need to browse the customer information or the possibility of browsing is reduced. Since the registered information about the customer that has become a customer can be deleted from the customer list dedicated to the salesperson in charge of the customer, the number of customer names in the customer list can be kept at an appropriate number. For this reason, it becomes easy to select a target customer name from the customer names in the customer list, the access time is further shortened, and the storage capacity of the customer list database can be kept low. Therefore, the exchange between the sales staff and any one customer in charge of the sales staff is relatively concentrated within a certain period, and the customers to whom the sales staff should respond change over time. It is possible to operate the system in consideration of circumstances such as

  In the customer information browsing system described above, the customer list database stores the search date and time when the most recent search process was performed using the customer identification information as a key in association with the customer identification information. The creation means is configured such that when a search process is performed by the customer information search means using the customer identification information received by the customer identification information input reception means or the customer identification information acquired by the customer name selection input reception means as a key, By updating the search date and time corresponding to the identified customer identification information, the search date and time will be kept at the latest search date and when the number of customers in the customer list exceeds a certain number when registering to the customer list The configuration may be such that the registration information about the customer whose search date is the oldest is deleted from the customer list.

  In this way, when the number of customers in the customer list exceeds a certain number, if the configuration is such that the registered information about the customer whose search date is the oldest is deleted from the customer list, the customer who no longer needs to browse the customer information or Registration information about customers who are less likely to browse can be deleted from the customer list dedicated to the salesperson in charge of the customer, so the number of customer names in the customer list can be kept at an appropriate number. It becomes possible. For this reason, it becomes easy to select a target customer name from the customer names in the customer list, the access time is further shortened, and the storage capacity of the customer list database can be kept low. Therefore, in this case as well, the situation that the exchange between the salesperson and any one customer that the salesperson is in charge of is relatively concentrated within a certain period of time, It becomes possible to operate the system in consideration of the situation that it changes with the passage of time.

  In addition, when the number of customers in the customer list as described above exceeds a certain number, the registration information about the customer with the oldest search date and time is deleted from the customer list, and the search date and time that is not within a certain period from the current time mentioned above. The configuration of deleting registered information about existing customers from the customer list is more effective if applied in combination.

  Furthermore, in the customer information browsing system described above, the customer name database stores the customer address along with the customer name in the customer name database, and the customer name list display processing means displays the address corresponding to the customer name. It is desirable that the processing for displaying on the screen of the means is performed.

  In this way, when it is configured to display the address along with the customer name and select and input the customer name, the salesperson may store the customer name and the address in association with each other. It is possible to easily specify a customer to be browsed, and even if there is a customer with the same surname, the target customer name can be easily specified by referring to the address. For this reason, the access time is further shortened.

  In the customer information browsing system described above, the customer list database stores the customer's e-mail address along with the customer name in association with the customer identification information, and the customer list display processing means corresponds to the customer name. An e-mail that is configured to perform processing for displaying an e-mail address on the screen of the display means, and that uses this e-mail address as a transmission destination when an operation for selecting an e-mail address displayed on the screen of the display means is performed It is desirable to include e-mail creation screen display processing means for performing processing for displaying the creation screen on the screen of the display means.

  Here, the “process for displaying the e-mail creation screen on the screen of the display means” includes a process for starting an existing mailer (e-mail browsing program).

  Thus, when it is set as the structure provided with the e-mail creation screen display processing means, it becomes possible to easily create an e-mail to be transmitted to the customer. For example, after browsing the customer information, the content viewed Can be easily reported to the customer by e-mail, and the labor of the sales staff is further reduced.

  In the customer information browsing system described above, the customer list database stores the customer's telephone number together with the customer name in correspondence with the customer identification information, and the customer list display processing means associates the customer name with the telephone number. A call processing means for performing a process of making a call to the telephone number when an operation for selecting a telephone number displayed on the screen of the display means is performed. It is desirable to have it.

  Here, the “call processing means” may be configured to perform a process of calling a customer by a fixed telephone, or may be configured to perform a process of calling a customer by a mobile phone (including PHS).

  In the case of the configuration including the call processing means as described above, it becomes possible to easily perform the work of calling the customer. For example, after browsing the customer information, the browsing content is reported to the customer by telephone. Work can be easily performed, and the labor of the sales staff is further reduced.

  Furthermore, in the above-described customer information browsing system, the customer name list display processing unit can switch and display the order of the customer names in the customer name list according to the selection operation of the sales person between the order of the customer names and the order of the search date. It is desirable that

  In this way, when the arrangement of the customer names can be switched between the customer names and the search date order, the display is made according to the salesperson's memory, bag, image, ability, personality, etc. Since switching can be performed, the target customer name can be selected and input quickly, and the access time can be further shortened.

  The customer information browsing system described above is constructed by a computer, but the construction form is arbitrary. For example, (1) a stand-alone configuration with one computer may be used, and (2) a network It may be a server-client type connected configuration. (3) A configuration in which a host computer and a terminal device by a mainframe used for large-scale customer information management in a financial institution or the like are connected via a server. In the case of (3), for example, the following configuration can be adopted.

  That is, in the customer information browsing system described above, the customer information database and the customer information search means are provided in the host computer, and the customer list database is a server that relays between the terminal device operated by the sales staff and the host computer. The customer identification information input accepting means is configured to transmit the customer identification information inputted by the salesperson at the terminal device to the customer information retrieval means of the host computer via the communication line via the server, and a customer name list The creation means receives the customer information transmitted from the host computer via the communication line as a search result by the customer information search means, and the server includes a part of the customer information including the customer name in the customer name list. The customer name list display processing means operates the terminal device. In response to a request from the salesperson, the customer list dedicated to the salesperson is acquired from the customer list database provided in the server, transmitted to the terminal device via the communication line, and the customer list received by the terminal device is stored in the terminal device. The customer name selection input accepting means is configured to perform a process of displaying on the screen of the provided display means, and the customer name selection input accepting means includes customer identification information corresponding to the customer name selected and input by the salesperson at the terminal device. The customer identification information obtained from the name list can be transmitted to the customer information retrieval means of the host computer via the communication line via the server.

  When the host computer and the terminal device are connected via a server in this way, customer information management in this form is often relatively large, so the total number of customers In addition, since the number of sales employees is also increased, the effects of the present invention such as shortening of access time are more remarkably exhibited.

  Moreover, the following customer information presentation method of this invention is mentioned as a customer information presentation method implement | achieved by the customer information browsing system of this invention described above.

  That is, according to the present invention, customer information is stored in a customer information database in association with customer identification information, and when a salesperson browses customer information, customer information search means uses the given customer identification information as a key. The target customer information is searched from the customer information stored in the customer information database, and the customer information display processing means displays the customer information obtained as a search result by the customer information searching means on the display means screen. In the customer information presenting method, the customer identification information input accepting means accepts the input of customer identification information by the salesperson and sends the customer identification information to the customer information retrieving means, and the customer information retrieving means is received by the customer identification information input accepting means. The customer information search process is performed using the received customer identification information as a key, and the customer list creation means is obtained as a search result by the customer information search means. A part of the customer information including the customer name is associated with the customer identification information and stored in the customer name list database as registration information in the customer name list dedicated to the salesperson who entered the customer identification information. The customer name list display processing means performs processing for displaying on the screen of the display means a customer name list dedicated to the salesperson who wants to browse the customer information among the customer name lists stored in the customer name list database, and the customer name selection input receiving means Accepts a selection input of the customer name to be viewed from the customer names in the customer list by the salesperson referring to the customer list displayed on the screen of the display means by the customer list display processing means, Customer identification information corresponding to the customer name is acquired from the customer list, and this customer identification information is sent to the customer information search means. The customer information search means is acquired by the customer name selection input reception means. And it is characterized in that the customer identification information to search processing of customer information as a key.

  In such a customer information presentation method of the present invention, the actions and effects obtained by the above-described customer information browsing system of the present invention can be obtained as they are, thereby achieving the object.

  Further, when the host computer and the terminal device are connected via a server, for example, the following can be performed. That is, in the customer information presentation method described above, the customer information database and the customer information search means are provided in the host computer, and the customer list database is provided in the server that relays the terminal device operated by the sales staff and the host computer. When receiving the customer identification information input by the customer identification information input receiving means, the customer identification information input by the salesperson at the terminal device is sent to the customer information search means of the host computer via the server via the communication line. When the customer list created by the customer list is created by the customer list creation means, the server receives the customer information transmitted from the host computer via the communication line as the search result by the customer information search means. Part of the customer information received by the customer is registered in the customer list and includes customer information. When the customer name list is stored in the name list database and then displayed on the screen of the display means by the customer name list display processing means, the customer name list dedicated to the sales staff is stored in the server in response to a request from the sales staff operating the terminal device. Is obtained from the customer list database provided in the terminal and transmitted to the terminal device via the communication line, and the customer name list received by the terminal device is displayed on the screen of the display means provided in the terminal device. When receiving the selection input of the customer name by the selection input receiving means, the customer identification information corresponding to the customer name selected and input by the salesperson at the terminal device is acquired from the customer name list on the terminal device, and the acquired customer identification information Can be transmitted to the customer information retrieval means of the host computer via the communication line via the server.

  The present invention provides a customer information database for storing customer information in correspondence with customer identification information, and customer identification information about a customer to be browsed by a sales employee when the customer identification information is used as a key. Customer information search means for searching for target customer information from customer information stored in the information database, and processing for displaying the customer information obtained as a search result by the customer information search means on the screen of the display means As a customer information browsing system comprising customer information display processing means, in a program for causing a computer to function, a part of the customer information about the customer in charge of each sales employee, including the customer name, the customer identification information The customer list database that is stored as registration information in the customer list dedicated to each salesperson prepared individually for each salesperson. Customer identification information that receives customer identification information input by the sales representative and sends the customer identification information to the customer information retrieval means in order to cause the customer information retrieval means to perform a customer information retrieval process using the customer identification information as a key. Of the customer information obtained as a search result by the input receiving means and the customer information searching means using the customer identification information received by the customer identification information input receiving means as a key, a part of the information including the customer name is identified by the customer. Customer list creation means for storing in the customer list database as registration information in the customer list dedicated to the salesperson who entered the customer identification information in correspondence with the information, and customer information out of the customer list stored in the customer list database Customer list display processing means for performing processing for displaying on the screen of the display means a customer list dedicated to the salesperson who is going to browse the customer list, and this customer list display The customer who receives the selection input of the customer name to be browsed from the customer names in the customer list by the salesperson who refers to his customer list displayed on the display means screen by the management means and corresponds to this customer name A customer name selection input receiving means for obtaining the identification information from the customer list and sending the customer identification information to the customer information search means in order to cause the customer information search means to perform a customer information search process using the customer identification information as a key. It is for functioning a computer as a customer information browsing system characterized by being provided.

  The above-mentioned program or a part thereof is, for example, a magneto-optical disk (MO), a read-only memory (CD-ROM) using a compact disk (CD), a CD recordable (CD-R), a CD rewritable (CD -RW), read-only memory (DVD-ROM) using digital versatile disk (DVD), random access memory (DVD-RAM) using DVD, flexible disk (FD), magnetic tape, hard disk, It can be recorded on storage media such as read-only memory (ROM), electrically erasable and rewritable read-only memory (EEPROM), flash memory, and random access memory (RAM) for storage and distribution. And, for example, a local area network (LA ), A metropolitan area network (MAN), a wide area network (WAN), a wired network such as the Internet, an intranet, or an extranet, or a wireless communication network, or a combination thereof. It is also possible to carry it on a carrier wave. Furthermore, the above program may be a part of another program, or may be recorded on a recording medium together with a separate program.

  As described above, according to the present invention, once the salesperson inputs customer identification information, searches the customer information database, and browses the customer information, the customer name and customer identification information of the customer Is registered in the customer list dedicated to the salesperson and stored in the customer list database. From the next time onward, the salesperson can display the self displayed on the display means screen without entering customer identification information. By selecting the customer name to be browsed from the customer names in the customer's name list, the customer information of the customer can be browsed, shortening the access time to the customer information database, reducing the labor of the sales staff, There is an effect that the usability of the system can be improved.

  An embodiment of the present invention will be described below with reference to the drawings. FIG. 1 shows the overall configuration of a customer information browsing system 10 of the present embodiment. FIG. 2 shows the configuration of the customer information browsing system 10 together with the flow of signal processing and the flow of data. FIG. 3 shows the structure of the customer list database 50, and FIG. 4 shows the structure of the customer information database 70. Further, FIG. 5 is a flowchart showing the flow of processing when customer information is browsed by the customer information browsing system 10, and FIG. 6 shows a screen example associated with browsing processing.

  1 and 2, the customer information browsing system 10 includes one or a plurality of terminal devices 20 respectively connected to the network 2 that is a communication line, and the terminal device 20 connected to the terminal device 20 via the network 2. And a host computer 60 connected to the server 40 via the dedicated line 3 which is a communication line.

  Here, the network 2 is, for example, the Internet, an intranet, an extranet, a LAN, a MAN, a WAN, or a combination thereof, and it does not matter whether it is wired or wireless. The communication line connecting the terminal device 20 and the server 40 may be a dedicated line instead of the network 2, and the communication line connecting the server 40 and the host computer 60 may be a network instead of the dedicated line 3. Good.

  The terminal device 20 is a device operated by a salesperson (including an operator) such as a securities company, and is mainly composed of a personal computer or a higher-level computer, for example, a mobile phone (including PHS). Or a personal digital assistant (PDA). The server 40 is configured by a computer, and the host computer 60 is a so-called mainframe, and is configured by a large computer.

  Here, the terminal device 20 includes a card insertion part for inserting a card 5 (see FIG. 2) such as an employee card possessed by a sales employee. When the sales employee inserts his / her card 5 into the card insertion part, the card The salesperson code (salesperson identification information) assigned to the salesperson is read from 5, and the terminal device 20 becomes a terminal device dedicated to the salesperson. Further, instead of inserting the card 5, for example, when the salesperson inputs his / her salesperson code and password, the terminal device 20 may be a terminal device dedicated to the salesperson. Therefore, one terminal device 20 physically can be each terminal device of a plurality of sales employees. One terminal device 20 may be physically assigned to each salesperson.

  Further, FIG. 1 shows a state in which one server 40 is provided for one host computer 60. However, a plurality of servers 40 are provided, and one or each server 40 is provided. A plurality of terminal devices 20 may be connected.

  In FIG. 1, the terminal device 20 includes a processing unit 20A that performs various processes for browsing customer information, a display unit 30 such as a liquid crystal display or a CRT display, and an input unit 31 such as a keyboard or a mouse. .

  The processing means 20A includes a terminal side customer identification information searching means 21, a customer identification information input receiving means 22, a terminal side customer name list display processing means 23, a customer name selection input receiving means 24, and a terminal side customer information display processing means. 25, an e-mail creation screen display processing means 26, and a call processing means 27.

  The terminal-side customer identification information search means 21 accepts input of a search key for account code search by a salesperson (in this embodiment, a customer name), and this customer name is used as the network 2, server 40, The data is transmitted to the host-side customer identification information search means 61 of the host computer 60 via the dedicated line 3 and the search result by the host-side customer identification information search means 61 is sent from the host computer 60 via the dedicated line 3, the server 40, and the network 2. The account code transmitted in this way is received, and the account code is displayed on the screen of the display means 30 of the terminal device 20.

  The customer identification information input accepting means 22 accepts the input of customer identification information (account code in the present embodiment) by the sales staff, and performs a customer information search process using the account code as a key. In order to make it perform to 62, the process which sends the received account code to the customer information search means 62 is performed. More specifically, the customer identification information input receiving unit 22 uses the account code input screen displayed on the screen of the display unit 30 of the terminal device 20 to input the account code input by the salesperson to the network 2. To the server 40, and further, from the server 40 via the dedicated line 3 to the customer information search means 62 of the host computer 60. Note that the account code input screen may be displayed only by a program on the terminal device 20, or an account code transmitted from the server 40 or the host computer 60 in response to a request from the terminal device 20 by a salesperson. May be displayed by a program (may be a general-purpose browser) on the terminal device 20 based on the display information on the input screen. Further, the salesperson code that is the salesperson identification information may be transmitted to the server 40 together with the account code by the customer identification information input receiving means 22, or the server at the time of previous access (for example, at the time of authentication of the salesperson). 40 may be transmitted.

  The terminal-side customer list display processing means 23, together with the server-side customer list display processing means 42 provided in the server 40, is a salesperson who wants to browse customer information in the customer list stored in the customer list database 50 of the server 40. Processing for displaying a dedicated customer list on the screen of the display means 30 of the terminal device 20 is performed. More specifically, the terminal-side customer list display processing unit 23 displays the customer list (my list) by the salesperson in the menu display section 101 (see FIG. 6) displayed on the screen of the display unit 30 of the terminal device 20. ) And a request signal (including a salesperson code) is transmitted to the server-side customer list display processing means 42 of the server 40 and transmitted from the server 40 by the server-side customer list display processing means 42. The information of the coming customer list is received, and the customer list is displayed on the screen of the display means 30 of the terminal device 20. At this time, the terminal-side customer list display processing means 23 also receives an account code as information on the customer list from the server 40 (in this embodiment, as an example, the customer name, address, telephone number, e-mail address, most recent search) The date and time are received together with the account code.) Information on the customer list including the account code is stored in the memory of the terminal device 20, but the account code is displayed on the customer list display unit 103 (see FIG. 6). However, since it is necessary for automatic translation from the customer name to the account code, it is only stored in the memory as internal information. However, the account code may be displayed on the customer list display unit 103.

  The terminal-side customer name list display processing unit 23 arranges the order of the customer names in the customer name list displayed on the customer name list display unit 103 (see FIG. 6) according to the salesman selection operation. Switch between search date order. In the present embodiment, the most recent search date and time is displayed on the customer name list display unit 103 (see FIG. 6). However, it is only stored in the memory as internal information for switching the arrangement order. The latest search date may not be displayed on the screen.

  The customer name selection input receiving means 24 is a browsing target from the customer names in the customer name list by the salesperson who refers to the customer name list displayed on the screen of the display means 30 by the terminal side customer name list display processing means 23. Customer identification information (account code in the present embodiment) corresponding to this customer name is acquired from the customer name list, and the customer information search process using this account code as a key is received by the host computer 60. In order to make the customer information search means 62 perform the process, the acquired account code is sent to the customer information search means 62. More specifically, the customer name selection input accepting unit 24 accepts the selection input of the customer name to be viewed from the customer names in the customer name list by the salesperson on the screen of the display unit 30 of the terminal device 20. On the terminal device 20, the customer name selected and input is automatically translated into an account code, that is, the account code corresponding to the customer name selected and input is stored in the customer name list information stored in the memory of the terminal device 20. And the acquired account code is transmitted to the server 40 via the network 2 and further transmitted from the server 40 to the customer information search means 62 of the host computer 60 via the dedicated line 3. The automatic translation from the customer name to the account code may be performed on the server 40 instead of on the terminal device 20. In this case, the customer name selected and input by the terminal device 20 is transmitted to the server 40 via the network 2, and the account code corresponding to the customer name is stored in the customer name list database 50 on the server 40. The acquired account code is transmitted to the customer information search means 62 of the host computer 60 via the dedicated line 3.

  The terminal-side customer information display processing means 25 receives the customer information transmitted from the host computer 60 via the server 40 by the host-side customer information display processing means 63 and displays it on the screen of the display means 30 of the terminal device 20. The display process is performed.

  The e-mail creation screen display processing means 26 selects the e-mail address displayed by the terminal side customer list display processing means 23 in correspondence with the customer name on the customer list display section 103 (see FIG. 6) (click operation with the mouse). Etc.), a process of automatically displaying an e-mail creation screen (a screen in which the address of the destination is automatically set) on the screen of the display means 30 with this e-mail address as the transmission destination. Is what you do.

  The call processing unit 27 performs a selection operation (such as a click operation with a mouse) of the telephone number displayed by the terminal side customer list display processing unit 23 in correspondence with the customer name on the customer list display unit 103 (see FIG. 6). When a call is made, the telephone number is automatically called.

  The server 40 includes processing means 40A for performing various processes for browsing customer information, and a customer list database 50 connected to the processing means 40A.

  The processing means 40A includes a customer name list creating means 41 and a server side customer name list display processing means 42.

  The customer list creation unit 41 includes customer information obtained as a search result by the customer information search unit 62 using the customer identification information (account code in this embodiment) received by the customer identification information input receiving unit 22 as a key. A process of storing a part of information including the customer name in the customer list database 50 (see FIG. 3) as registration information in the customer list dedicated to the salesperson who inputs the account code in association with the account code. Is what you do. At this time, which sales employee the customer list to be registered belongs to is determined when the account code is transmitted from the terminal device 20 to the server 40 by the customer identification information input receiving means 22 or before that. In the access stage, since the salesperson code has already been transmitted to the server 40 and stored in the memory of the server 40, the determination is made using this salesperson code. More specifically, when the processing means 40A receives customer information as a search result transmitted from the host computer 60 by the host-side customer information display processing means 63, the customer name list creation means 41 is processed by the processing means 40A. Of the received customer information, in this embodiment, as an example, the customer name, address, telephone number, and e-mail address are stored in the customer list database 50 in association with the account code. At this time, the customer name list creation means 41 stores the search date and time in the customer name list database 50 in association with the account code. Note that the host-side customer information display processing unit 63 is mainly responsible for creating information (for example, balance information, order execution information, etc.) to be browsed by the sales staff among the customer information, and mainly creating a customer list among the customer information. When information to be used (for example, account code, customer name, address, telephone number, e-mail address, etc.) is sent separately, the customer list creation means 41 uses the latter information for creating the customer list. It is received and stored in the customer list database 50.

  Further, the customer list creation unit 41 performs a search process on the customer already registered in the customer list by the customer information search unit 62 using the account code received by the customer identification information input reception unit 22 as a key. Or when the customer information search unit 62 performs a search process using the account code obtained by automatically translating the customer name by the customer name selection input receiving unit 24 as a key, it corresponds to the account code used as a key. By updating the search date and time, the search date and time for each customer registered in the customer list is kept at the latest search date and time.

  Further, the customer name list creation means 41 has a search date and time for each customer registered in the customer name list within a certain period from the present time, either periodically or when a search process for any customer is performed. The registration information about the customer whose search date / time is not within a certain period from the current time, that is, the registration information about the customer whose fixed period has passed since the most recent search date / time is deleted from the customer list. .

  Further, when registering in the customer list, the customer list creation means 41 registers the customer with the date and time of the oldest search date in the customer list if the number of customers in the customer list exceeds a certain number. Delete information from the customer list.

  In this embodiment, the customer list creation unit 41 deletes registration information for a customer whose fixed period has elapsed since the most recent search date and time, and registration information when the number of customers in the customer list exceeds a certain number. The deletion process is performed in parallel. For this reason, for example, if the fixed period registered in the customer list is one week from the most recent search date and the upper limit of the number of customers in the customer list is 100, even if the number of customers does not exceed 100, Registration information about customers who have passed more than one week from the most recent search date is deleted, and if the number of customers exceeds 100 after additional registration, one week has passed since the most recent search date Even registration information about customers who do not exist is deleted in order of old search date.

  The server-side customer list display processing unit 42 receives the customer list request signal (including the salesperson code) transmitted from the terminal device 20 via the network 2 by the terminal-side customer list display processing unit 23, and receives the customer list The database 50 reads a customer name list dedicated to the salesperson corresponding to the received salesperson code, and transmits the information of the read customer name list to the terminal device 20 via the network 2. At this time, in this embodiment, the server-side customer name list display processing means 42 transmits the customer name, address, telephone number, e-mail address, and the most recent search date and time to the terminal device 20 together with the account code. When the salesperson makes a request to display the customer list, if the salesperson code has already been transmitted to the server 40 and stored in the memory of the server 40, the salesperson code is included in the request signal of the customer list. May not be included.

  Further, the processing means 40A receives an account code search key (customer name) transmitted from the terminal device 20 via the network 2 by the terminal side customer identification information search means 21, and uses this received data. Then, upstream telegram data in a format that can be processed by the host-side customer identification information search means 61 is generated and transmitted to the host computer 60 via the dedicated line 3, and the host-side customer identification information search means 61 Data in a format that can be processed by the terminal-side customer identification information searching means 21 using the received data is received from the computer 60 via the dedicated line 3 as the downlink telegram data. A process of generating and transmitting to the terminal device 20 via the network 2 is performed.

  Further, the processing means 40A receives the account code transmitted from the terminal device 20 via the network 2 by the customer identification information input receiving means 22 and the customer name selection input receiving means 24, and uses this received data to Uplink message data in a format that can be processed by the information search means 62 is generated and transmitted to the host computer 60 via the dedicated line 3, and the host side customer information display processing means 63 sends the dedicated line 3 from the host computer 60. The customer information as the downlink message data transmitted via is received, and the received data is used to generate data in a format that can be processed by the terminal-side customer information display processing means 25. Through the terminal device 20 is performed.

  As shown in FIG. 3, the customer list database 50 includes a customer name list storage area 50A dedicated to salesperson A, a customer name list storage area 50B dedicated to salesperson B, a customer name list storage area 50C dedicated to salesperson C,. In order to store the customer list dedicated to each salesperson individually, a storage area for each salesperson is provided. In each record constituting the customer list dedicated to each salesperson in the customer list database 50, an account code, a customer name, an address, a telephone number, an e-mail address, and the most recent search date and time are registered and stored. A storage area for each salesperson may be formed by registering a salesperson code as salesperson identification information in each record.

  The host computer 60 includes processing means 60A for performing various processes for browsing customer information, and a customer information database 70 connected to the processing means 60A.

  The processing means 60A includes a host-side customer identification information search means 61, a customer information search means 62, and a host-side customer information display processing means 63.

  The host-side customer identification information search means 61 is a search key for searching for an account code that is input by a salesperson and transmitted from the terminal device 20 via the server 40 by the terminal-side customer identification information search means 21 (this embodiment). The customer information database 70 is searched using the received customer name as a key to obtain an account code corresponding to the customer name, and the account code obtained as the search result Is transmitted to the terminal-side customer identification information search means 21 of the terminal device 20 via the server 40. At this time, if there is a customer with the same name and the same name, a plurality of account codes may be obtained for one customer name as a search result. In this case, a plurality of account codes are transmitted to the terminal device 20. To do.

  The customer information search means 62 is stored in the customer information database 70 using the account code as a key when customer identification information (account code in this embodiment) about the customer to be browsed by the salesperson is given. A process for searching for target customer information from the customer information is performed.

  The host-side customer information display processing unit 63 displays the customer information obtained as a search result by the customer information search unit 62 on the screen of the display unit 30 of the terminal device 20 via the server 40 to the terminal device. The process of transmitting to 20 terminal side customer information display processing means 25 is performed. The host-side customer information display processing means 63 is mainly used to create information such as balance information, order execution information, etc., which is mainly viewed by the sales staff, and customer information, mainly customer information. Information to be used (for example, account code, customer name, address, telephone number, e-mail address, etc.) may be transmitted to the server 40 separately.

  The customer information database 70 stores customer information about each customer such as a securities company. As shown in FIG. 4, each record constituting the customer information database 70 includes an account code that is customer identification information and an account code. Correspondingly, for example, customer name, customer name, address, telephone number, e-mail address, balance information, order execution information, etc. are stored.

  In the above, the units 21 to 27 of the processing unit 20A of the terminal device 20, the units 41 and 42 of the processing unit 40A of the server 40, and the units 61 to 63 of the processing unit 60A of the host computer 60 are the terminal device 20, It is realized by a central processing unit (CPU) provided in each of the server 40 and the host computer 60, and one or a plurality of programs that define the operation procedure of the CPU.

  Further, the customer list database 50 of the server 40 and the customer information database 70 of the host computer 60 are preferably realized by, for example, a hard disk or the like. However, if there is no problem in storage capacity, access speed, etc., ROM, EEPROM, flash memory, RAM, MO, CD-ROM, CD-R, CD-RW, DVD-ROM, DVD-RAM, FD, magnetic tape, or combinations thereof may be employed.

  In this embodiment, customer information is browsed by a salesperson using the customer information browsing system 10 as follows.

  In FIG. 5, the salesperson browses customer information for the customer he / she is in charge for the first time (including browsing for a long time not only for the first time but also for a customer who has not been browsing for a certain period of time). At this time, if the account code of the customer is unknown, first, the customer name is input using the input means 31 in the terminal device 20. The inputted customer name is transmitted to the server 40 via the network 2 by the terminal side customer identification information search means 21 (step S1), and further transmitted from the server 40 to the host computer 60 via the dedicated line 3 ( In step S2), it is received by the host-side customer identification information search means 61 (step S3).

  Subsequently, the host-side customer identification information search means 61 searches the customer information database 70 using the received customer Kana name as a key, and an account code, customer name, address, etc. corresponding to the received customer Kana name are obtained. (Step S4). The account code, customer name, address, etc. obtained as a result of these searches are transmitted to the server 40 via the dedicated line 3 by the host-side customer identification information search means 61 (step S5), and from the server 40 to the network 2 To the terminal device 20 (step S6), received by the terminal-side customer identification information search means 21, and displayed on the screen of the display means 30 of the terminal device 20 (step S7).

  By referring to the account code displayed on the screen of the display means 30, the sales staff can grasp the account code of the customer who wants to browse the customer information, but there is a customer with the same name and the same name. If a plurality of account codes are displayed, the account code for the customer to be browsed is specified by referring to information other than the account code, such as an address (step S8).

  Then, the salesperson inputs the account code using the input means 31 on the terminal device 20. The input account code is transmitted to the server 40 via the network 2 by the customer identification information input receiving means 22 (step S9), and further transmitted from the server 40 to the host computer 60 via the dedicated line 3 (step S10). ) Is received by the customer information search means 62 (step S11).

  Subsequently, the customer information search means 62 searches the customer information database 70 using the received account code as a key, and obtains customer information corresponding to the received account code (step S12). The customer information obtained as a search result is, for example, an account code, a customer name, an address, a telephone number, an e-mail address, balance information, order execution information, and the like. The information is transmitted to the server 40 via the dedicated line 3 by the means 63 (step S13).

  In the server 40, when the customer information is received by the processing means 40A (step S14), the received customer information is converted into a data format that can be processed by the terminal-side customer information display processing means 25 of the terminal device 20. Then, it transmits to the terminal device 20 via the network 2 (step S15). Further, a part of information including the customer name in the received customer information by the customer name list creating means 41 (in this embodiment, an account code, a customer name, an address, a telephone number, and an e-mail address are taken as an example). Together with the search date and time, it is additionally registered in the customer list dedicated to the salesperson being accessed and stored in the customer list database 50 (see FIG. 3) (step S16). At this time, the grasp of the customer list dedicated to the salesperson being accessed is transmitted to the server 40 at the time of transmission at step S1 or step S9 or at the time of access before that (for example, at the time of authentication of the salesperson). This is done by using a salesperson code stored and held in the memory.

  Further, the customer list creation means 41 determines whether or not the number of customers in the customer list exceeds a certain number by performing additional registration when performing additional registration to the customer list dedicated to the salesperson being accessed. If the number exceeds a certain number, the registration information for the customer with the oldest search date is deleted from the customer list.

  On the other hand, in the terminal device 20, when customer information is received by the terminal-side customer information display processing means 25, customer information (for example, balance information, order execution information, etc.) is displayed in the content display section 106 on the screen of the display means 30. ) Is displayed (step S17), the salesperson browses the customer information (step S18).

  Next, when a salesperson browses customer information for the second time (for example, the same salesperson within a certain period of time since the first search, such as several hours after the first search, or the next day, the next day, etc.) However, when browsing the same customer again), in the menu display section 101 (see FIG. 6) displayed on the screen of the display means 30, "My name list" is selected using the mouse as the input means 31. When the section 102 is clicked, the terminal-side customer list display processing means 23 transmits a customer list request signal (including a salesperson code) from the terminal device 20 to the server 40 via the network 2 (step S19). If the salesperson code is already transmitted to the server 40 at the time of earlier access (for example, at the time of authentication of the salesperson) and stored in the memory of the server 40, the customer list request signal It does not have to be included in the transmission.

  In the server 40, when the server side customer list display processing means 42 receives the request signal for the customer list (step S20), the customer list corresponding to the salesperson code from the customer list database 50, that is, the customer dedicated to the salesperson who is accessing. Information on the name list (in this embodiment, as an example, an account code, a customer name, an address, a telephone number, an e-mail address, and the latest search date and time) is read (step S21). Is transmitted to the terminal device 20 via (step S22).

  In the terminal device 20, the customer side list display processing unit 23 receives the customer list information, and displays the customer list display unit 103 as shown in FIG. 6 in the menu display section 101 on the screen of the display unit 30. (Step S23). The customer name list display unit 103 displays, for each customer, the customer name, address, telephone number, e-mail address, and the most recent search date and time for the customer in charge of the accessing salesperson. In the example of FIG. 6, the account code is not displayed on the screen, but is stored in the memory of the terminal device 20. In addition, the customer name list display unit 103 has an “order in order of date” button 104 for arranging the order of display of customer names in order of the customer name, and a “order in order of search date” button 105 for ordering in the order of search date. Is provided. Any one of the display methods can be set in advance as a default display method.

  Then, in the customer name list display unit 103 of FIG. 6, when the salesperson clicks and selects the display part of the customer name for the customer whose customer information is to be referred to using the mouse that is the input means 31 (step S24), The customer name selection input receiving means 24 uses the information in the customer name list stored in the memory of the terminal device 20 to automatically translate the customer name into the account code, that is, to correspond to the customer name selected by the salesperson. Account code is acquired. Then, the obtained account code is transmitted to the server 40 via the network 2 by the customer name selection input receiving means 24 (step S25), and further transmitted from the server 40 to the host computer 60 via the dedicated line 3 ( In step S26), the information is received by the customer information search means 62 (step S27). In step S24, when there is no target customer name in the customer list displayed in the customer list display unit 103 of FIG. 6, when the account code of the customer is known (for example, the salesperson If the customer's account code is not known, the process returns to step S1.

  Subsequently, the customer information search means 62 searches the customer information database 70 using the received account code as a key, similarly to the processing of step S12, and obtains customer information corresponding to the received account code (step S28). ). The customer information obtained as a search result is transmitted to the server 40 via the dedicated line 3 by the host-side customer information display processing means 63 in the same manner as the processing in step S13 (step S29).

  In the server 40, when the customer information is received by the processing means 40A (step S30), the received customer information is processed by the terminal-side customer information display processing means 25 of the terminal device 20 in the same manner as the processes of steps S14 and S15. Is converted to a data format that can be transmitted to the terminal device 20 via the network 2 (step S31). Further, the customer name list creating means 41 updates and registers the customer name list dedicated to the salesperson being accessed and stores it in the customer name list database 50 (see FIG. 3) (step S32). At this time, if the customer name is selected and input from the customer list displayed on the customer list display unit 103 in FIG. 6 in step S24, the customer is already registered in the customer list. Since it is stored in the customer list database 50, a process of updating the search date and time to the new search date and time in the registration information (registration information corresponding to the account code included in the received customer information) about the customer is performed.

  On the other hand, in the terminal device 20, when customer information is received by the terminal-side customer information display processing means 25, as in the processes of steps S 17 and S 18, customer information (for example, in the content display section 106 on the screen of the display means 30). , Balance information, order execution information, etc.) are displayed (step S33), and the salesperson browses the customer information (step S34).

  In addition, the sales employee refers to and grasps customer information such as balance information and order execution information displayed in the content display section 106, and when reporting the customer information to the customer, in step S23 In the customer name list display unit 103 of FIG. 6 that is displayed and remains on the screen as it is, using the mouse as the input means 31, click on the display part of the telephone number of the customer to be contacted by telephone. Then, the call processing means 27 automatically dials up the customer, and the sales staff can report to the customer by telephone while referring to the customer information displayed in the content display section 106. Further, in the customer list display section 103 of FIG. 6, when the sales employee clicks the display portion of the customer's email address to which the email is to be sent using the mouse as the input means 31, the email creation screen display processing means. 26 automatically displays an e-mail creation screen addressed to the customer's address on the screen of the display means 30 (for example, another window is automatically opened). An email for reporting to the customer can be created while referring to the customer information displayed in the section 106.

  Thereafter, the same applies to the case where the sales employee browses the customer information for the third time and thereafter, and the processes in steps S19 to S34 are repeated. At this time, if there is no target customer name in the customer list displayed in the customer list display section 103 of FIG. 6 in step S24, the account code of the customer is known (for example, salesperson) If the customer's account code is not known, the process returns to step S1.

  Further, in the server 40, in parallel with the processes of steps S <b> 1 to S <b> 34 described above, the customer list creation unit 41 performs a process for all customers in the customer list of all salespeople stored in the customer list database 50. The search date and time of the registration information is periodically checked, for example, every day, every hour, etc., and the registration information about the customer who has passed a certain period (for example, one week) from the most recent search date and time, that is, to the customer list The registration information about the customers whose search date and time stored in the customer list database 50 as the registration information is not within a certain period from the current time is deleted.

  According to this embodiment, there are the following effects. That is, in the customer information browsing system 10, once a salesperson inputs an account code, searches the customer information database 70, and browses customer information, the customer name and account code of the customer are displayed in the sales information. Since it is registered in the customer list dedicated to employees and stored in the customer list database 50, from the next time, the sales employee does not input the account code, but the customer's own list displayed on the screen of the display means 30 is displayed. The customer information of the customer can be browsed by selecting the customer name to be browsed from among the customer names.

  For this reason, even if you do not know the account code, you do not need to enter the customer name and search for the account code. You can also write the account code on a sticky note and paste it on the terminal device 20, Since it is not necessary to write down the account code in the notebook, it is possible to shorten the access time to the customer information database 70 when browsing the customer information about the customer, and to prompt the customer. In addition to being able to respond easily, the labor of the sales staff can be reduced and the usability of the system can be improved.

  Further, since the customer list creation means 41 is configured to delete registration information about a customer whose search date and time is not within a certain period from the present time, the customer who no longer needs to browse the customer information, Alternatively, registration information about a customer who is less likely to browse can be deleted from the customer list dedicated to the salesperson in charge of the customer. For this reason, since the number of customer names in the customer list can be kept at an appropriate number, it is possible to easily select the target customer name from among the customer names in the customer list, and to reduce the access time. In addition, the storage capacity of the customer list database 50 can be reduced. Therefore, the exchange between a salesperson such as a securities company and any one customer who is in charge of this salesperson is relatively concentrated within a certain period of time. It is possible to operate the system in consideration of the fact that it will change as time passes.

  Further, the customer list creation means 41 is configured to delete the registration information about the customer with the oldest search date and time from the customer list when the number of customers in the customer list exceeds a certain number. However, since the number of customer names in the customer list can be kept to an appropriate number, it is obtained by the process of deleting the registration information about the customer whose search date and time is not within a certain period from the current time mentioned above from the customer list. An effect similar to the effect can be obtained.

  Since the customer name list displayed in the customer name list display unit 103 of FIG. 6 by the terminal side customer name list display processing unit 23 and the server side customer name list display processing unit 42 also displays the address along with the customer name, When selecting and inputting a customer name, an address can be referred to together with the customer name. For this reason, sales representatives sometimes remember and associate customer names and addresses, so you can easily identify the customers you ’d like to view, and even if there ’s a customer with the same name, The target customer name can be easily identified by referring to the address. Therefore, the access time to the customer information database 70 can be further shortened.

  Further, since the customer information browsing system 10 includes the email creation screen display processing means 26, it is possible to easily create an email to be transmitted to the customer. For example, after browsing the customer information, the content browsed Can be easily reported to the customer by e-mail. For this reason, the labor of the sales staff can be further reduced.

  Furthermore, since the customer information browsing system 10 is provided with the call processing means 27, it is possible to easily make a call to the customer. For example, after browsing the customer information, the contents of the browsing are reported to the customer by telephone. Can be easily performed. For this reason, the labor of the sales staff can be further reduced.

  The terminal-side customer name list display processing means 23 is configured to be able to switch and display the order of the customer names in the customer name list between the customer name and the date and time of search according to the selection operation of the salesperson. Therefore, the sales staff can quickly select and input the target customer name, and the access time can be further shortened. For example, a salesperson who is good at searching for the target customer name based on time memory, such as the customer who responded yesterday, the customer who responded yesterday, and the customer who responded, displayed in order of search date and time. Salespeople who are good at finding the target customer name by relying on locational memory, such as customers in the first half, customers in the first half, customers in the middle, etc. It can be carried out.

  Note that the present invention is not limited to the above-described embodiment, and modifications and the like within a scope where the object of the present invention can be achieved are included in the present invention.

  That is, in the above embodiment, the customer list database 50 and the customer list creation means 41 are provided in the server 40. However, these may be provided in the host computer 60. In this case, the customer list display processing means includes: The terminal-side customer list display processing means and the host-side customer list display processing means are configured so that the terminal-side customer list display processing means accepts a request for display of the customer list by the salesperson at the terminal device 20, and this request signal (Including the code) to the host computer 60 via the server 40, and receives the customer list information transmitted from the host computer 60 via the server 40, and displays the customer list on the screen of the display means 30. The host-side customer list display processing means is transmitted from the terminal device 20 via the server 40. The customer name list request signal is received, the customer name list is read from the customer name list database 50 provided in the host computer 60, and the read customer name list information is transmitted from the host computer 60 to the terminal device 20 via the server 40. What is necessary is just to perform the process to perform.

  Further, the customer list database 50 and the customer list creation means 41 may be provided in the terminal device 20. In this case, if the computer in which the card 5 (see FIG. 2) is inserted is used as the terminal device 20 as in the above embodiment, the viewpoint of data management of the customer list database 50, From the viewpoint of improving the convenience of the sales staff, each sales staff preferably fixes the computer used as his / her terminal device 20, that is, uses the physically same computer.

  Furthermore, in the said embodiment, although the customer information browsing system 10 was comprised by the terminal device 20, the server 40, and the host computer 60, the customer information browsing system of this invention is the terminal device 20 and the host computer 60. In this case, the customer list database may be provided on either side of the terminal device 20 or the host computer 60. In addition, in the case of performing relatively small customer information management instead of large-scale customer information management using a mainframe host computer, the customer information browsing system of the present invention has a normal server / client type configuration. In this case, the customer list database may be provided on either side of the server and the client terminal device. Furthermore, when performing smaller-scale customer information management, the customer information browsing system of the present invention may be a stand-alone configuration with a single computer.

  As described above, the customer information browsing system, the customer information presentation method, and the program of the present invention are suitable for use when, for example, a salesperson of a financial institution operating a securities company or a securities brokerage browses customer information. ing.

1 is an overall configuration diagram of a customer information browsing system according to an embodiment of the present invention. The figure which shows the structure of the customer information browsing system of the said embodiment with the flow of signal processing, and the flow of data. The figure which shows the structure of the customer list database of the said embodiment. The figure which shows the structure of the customer information database of the said embodiment. The figure of the flowchart which shows the flow of a process at the time of browsing customer information with the customer information browsing system of the said embodiment. The illustration figure of the screen accompanying the browsing process of the said embodiment.

Explanation of symbols

DESCRIPTION OF SYMBOLS 2 Network which is communication line 3 Dedicated line which is communication line 10 Customer information browsing system 20 Terminal device 22 Customer identification information input reception means 23 Terminal side customer name list display processing means which constitutes customer name list display processing means 24 Customer name selection input reception Means 25 Terminal side customer information display processing means constituting customer information display processing means 26 E-mail creation screen display processing means 27 Call processing means 40 Server 41 Customer name list creation means 42 Server side customer name list display constituting customer name list display processing means Processing means 50 Customer list database 60 Host computer 62 Customer information search means 63 Host side customer information display processing means 70 constituting customer information display processing means 70 Customer information database

Claims (11)

A customer information database that stores customer information in association with customer identification information, and customer identification information about a customer to be browsed by a sales employee is stored in the customer information database using this customer identification information as a key. Customer information search means for searching for target customer information from the customer information, and customer information display processing for performing processing for displaying the customer information obtained as a search result by the customer information search means on the screen of the display means A customer information browsing system comprising means,
A customer name list dedicated to each salesperson prepared individually for each salesperson by associating a part of the customer information about the customer in charge of each salesperson with the customer identification information. A customer directory database to be stored as registration information for
Customer identification information that receives the customer identification information input by the sales staff and sends the customer identification information to the customer information retrieval means in order to cause the customer information retrieval means to perform a customer information retrieval process using the customer identification information as a key. Input receiving means;
Of the customer information obtained as a search result by the customer information search unit using the customer identification information received by the customer identification information input receiving unit as a key, a part of the information including the customer name is the customer identification information. Correspondingly, customer list creation means for storing in the customer list database as registration information in the customer list dedicated to the salesperson who entered the customer identification information;
Customer list display processing means for performing processing for displaying on the screen of the display means a customer list dedicated to a salesperson who wants to browse customer information among the customer lists stored in the customer list database;
This customer list display processing means accepts a selection input of a customer name to be browsed from among the customer names in the customer list by a salesperson who refers to the customer list displayed on the screen of the display means. Customer identification information corresponding to a customer name is obtained from the customer name list, and the customer information retrieval means performs the customer information retrieval process using the customer identification information as a key. A customer information browsing system comprising: a customer name selection input receiving means to be sent to the stage. The customer name list database stores the search date and time when the most recent search process was performed with the customer identification information as a key in association with the customer identification information,
The customer name list creation means includes a search process by the customer information search means using the customer identification information received by the customer identification information input acceptance means or the customer identification information acquired by the customer name selection input acceptance means as a key. Is performed, the search date and time corresponding to the customer identification information set as a key is updated to keep the search date and time at the latest search date and time, and the search date and time is within a certain period from the current time 2. The customer information browsing according to claim 1, wherein registration information on a customer whose search date and time is not within a certain period from the current time is deleted from the customer list. system. The customer name list database stores the search date and time when the most recent search process was performed with the customer identification information as a key in association with the customer identification information,
The customer name list creation means includes a search process by the customer information search means using the customer identification information received by the customer identification information input acceptance means or the customer identification information acquired by the customer name selection input acceptance means as a key. Is performed, by updating the search date and time corresponding to the customer identification information as a key, to keep the search date and time the latest search date and when registering in the customer list, 3. When the number of customers in the customer list exceeds a certain number, registration information about a customer whose search date is the oldest is deleted from the customer list. The customer information browsing system described in 1. In the customer list database, the customer address is stored together with the customer name in association with the customer identification information,
The customer list display processing means is configured to perform processing for displaying the address on the screen of the display means in association with the customer name. Customer information browsing system. In the customer list database, an email address of a customer is stored together with the customer name in association with the customer identification information,
The customer name list display processing means is configured to perform processing for displaying the e-mail address on the screen of the display means in correspondence with the customer name,
When the selection operation of the e-mail address displayed on the screen of the display means is performed, a process of displaying an e-mail creation screen with the e-mail address as a transmission destination on the screen of the display means is performed. 5. The customer information browsing system according to claim 1, further comprising an e-mail creation screen display processing means. In the customer list database, in correspondence with the customer identification information, a customer's telephone number is stored together with the customer name,
The customer name list display processing means is configured to perform processing for displaying the telephone number on the screen of the display means in correspondence with the customer name,
6. A call processing unit for performing a process of making a call to the telephone number when an operation of selecting the telephone number displayed on the screen of the display unit is performed. Crab customer information browsing system.   The customer name list display processing means is configured to be capable of switching and displaying the order of customer names in the customer name list between the customer name and the search date order according to a selection operation of a salesperson. The customer information browsing system according to any one of claims 1 to 6. The customer information database and the customer information search means are provided in a host computer,
The customer list database is provided in a server that relays a terminal device operated by a sales employee and the host computer,
The customer identification information input receiving means is configured to transmit customer identification information input by a salesperson at the terminal device to the customer information search means of the host computer via the server via a communication line,
The customer name list creation means receives the customer information transmitted from the host computer via a communication line as a search result by the customer information search means, and receives a customer name from the customer information at the server. It is configured to register some information including the customer list and store in the customer list database,
The customer list display processing means acquires a customer list dedicated to the salesperson from the customer list database provided in the server in response to a request from a salesperson who operates the terminal device, and the terminal via the communication line. It is configured to perform processing for transmitting to the device and displaying the customer list received by the terminal device on the screen of the display means provided in the terminal device,
The customer name selection input receiving means acquires customer identification information corresponding to a customer name selected and input by a salesperson at the terminal device from the customer name list on the terminal device, and the acquired customer identification information is a communication line. The customer information browsing system according to claim 1, wherein the customer information browsing system is configured to transmit to the customer information search means of the host computer via the server. The customer information is stored in the customer information database in correspondence with the customer identification information, and when the salesperson browses the customer information, the customer information retrieval means stores the given customer identification information in the customer information database as a key. Customer information presentation in which target customer information is searched from the stored customer information, and customer information display processing means displays the customer information obtained as a search result by the customer information search means on the screen of the display means In the method
The customer identification information input accepting means accepts the input of customer identification information by a salesperson and sends this customer identification information to the customer information search means,
The customer information search means performs a process for searching customer information using the customer identification information received by the customer identification information input receiving means as a key,
The customer name list creation means inputs the customer identification information by associating a part of the customer information obtained as a search result by the customer information retrieval means with the customer identification information corresponding to the customer identification information. Stored in the customer list database as registered information in a customer list dedicated to salespersons,
Thereafter, the customer list display processing means performs processing for displaying on the screen of the display means a customer list dedicated to a salesperson who is going to browse customer information among the customer lists stored in the customer list database,
Customer name selection input accepting means is a customer to be browsed from among the customer names in the customer list by the salesperson who refers to the customer list displayed on the display means screen by the customer list display processing means Accepts a name selection input, obtains customer identification information corresponding to the customer name from the customer name list, and sends the customer identification information to the customer information search means;
The customer information search method, wherein the customer information search means performs a search process of customer information using the customer identification information acquired by the customer name selection input reception means as a key. The customer information database and the customer information search means are provided in a host computer, and the customer list database is provided in a server that relays between the terminal device operated by a sales representative and the host computer,
When receiving the customer identification information input by the customer identification information input receiving means, the customer identification information input by the salesperson at the terminal device is sent to the host computer via the server via the server. Sent to the customer information search means,
When the customer list creation means creates the customer list dedicated to sales representatives, the server receives the customer information transmitted from the host computer via a communication line as a search result by the customer information search means. And registering part of the customer information received by the server including the customer name in the customer list and storing it in the customer list database,
Thereafter, when the customer list display processing means displays the customer list on the screen of the display means, the customer list dedicated to the salesperson is sent to the server in response to a request from the salesperson who operates the terminal device. Processing for obtaining from the provided customer list database, transmitting to the terminal device via a communication line, and displaying the customer list received by the terminal device on a screen of the display means provided in the terminal device And
When receiving the customer name selection input by the customer name selection input receiving means, the customer name information corresponding to the customer name selected and input by the salesperson in the terminal device is acquired from the customer name list on the terminal device. 10. The customer information presenting method according to claim 9, wherein the acquired customer identification information is transmitted to the customer information search means of the host computer via the server via a communication line. A customer information database that stores customer information in association with customer identification information, and customer identification information about a customer to be browsed by a sales employee is stored in the customer information database using this customer identification information as a key. Customer information search means for searching for target customer information from the customer information, and customer information display processing for performing processing for displaying the customer information obtained as a search result by the customer information search means on the screen of the display means In a program for causing a computer to function as a customer information browsing system comprising means,
A customer name list dedicated to each salesperson prepared individually for each salesperson by associating a part of the customer information about the customer in charge of each salesperson with the customer identification information. A customer directory database to be stored as registration information for
Customer identification information that receives the customer identification information input by the sales staff and sends the customer identification information to the customer information retrieval means in order to cause the customer information retrieval means to perform a customer information retrieval process using the customer identification information as a key. Input receiving means;
Of the customer information obtained as a search result by the customer information search unit using the customer identification information received by the customer identification information input receiving unit as a key, a part of the information including the customer name is the customer identification information. Correspondingly, customer list creation means for storing in the customer list database as registration information in the customer list dedicated to the salesperson who entered the customer identification information;
Customer list display processing means for performing processing for displaying on the screen of the display means a customer list dedicated to a salesperson who wants to browse customer information among the customer lists stored in the customer list database;
This customer list display processing means accepts a selection input of a customer name to be browsed from among the customer names in the customer list by a salesperson who refers to the customer list displayed on the screen of the display means. Customer identification information corresponding to a customer name is obtained from the customer name list, and the customer information retrieval means performs the customer information retrieval process using the customer identification information as a key. A program for causing a computer to function as a customer information browsing system comprising: a customer name selection input receiving means to be sent to a stage.

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