JP2007041891A - Customer information management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To improve the scrupulosity of managing customer information and to quickly associate the customer information with a position on a map in a customer information management system. <P>SOLUTION: The customer information management system is provided with an information storage part. Map information, a plurality of pieces of household information associated with particular positions in a map and a plurality of pieces of customer information associated with one of the plurality of pieces of household information are stored in the information storage part. The customer information includes accumulatable information about the plurality of pieces of customer information. In addition, the customer information management system is provided with a map displaying part for displaying a map on the basis of the map information, a position designation receiving part for receiving the designation of a position on the map, and a customer information displaying part for displaying customer information associated with a position on a map corresponding to the designation. The customer information display part includes a household unit display part for accumulating and displaying all customer information associated with one piece of household information, and a customer unit display part for displaying customer information in one customer information unit. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a customer information management system that manages customer information in association with a position on a map.

  Conventionally, map information including a map showing the layout of a building and information on the address of a building on the map, a household name, and the like is available. A customer information management system that manages customer information (for example, customer financial information) in association with the position of a building on a map using this map information is known (for example, Patent Document 1).

JP 2004-227531 A

  In such a customer information management system, by comparing the address and name information included in the customer information with the information on the building address and household name included in the map information, the customer information and the position of the building on the map And are associated. For example, when a user designates a building on a map displayed on the display of the customer information management system, customer information of a household living in the building is displayed. When a plurality of households live in the same building, customer information is displayed by the user specifying the building and household.

  In the conventional customer information management system, the display of customer information has a one-to-one relationship between households and customer information. That is, in the conventional customer information management system, when a household living in a designated building is composed of a plurality of customers, customer information relating to only one of the plurality of customers is displayed, or Customer information related to multiple customers was aggregated and displayed. Therefore, the conventional customer information management system has a problem that it is difficult to manage customer information closely.

  Further, in the conventional customer information management system, when the customer information is associated with the position of the building on the map, all customer information is collated using the address and name. Therefore, the conventional customer information management system has a problem that it is difficult to quickly associate the customer information with the position of the building on the map.

  Such a problem is not limited to financial information, but is a problem common to customer information management systems for managing general customer information.

  The present invention has been made in order to solve the above-described conventional problems. In the customer information management system, it is a first object to provide a technique capable of improving the meticulousness of management of customer information. Objective.

  It is a second object of the present invention to provide a technology that enables a customer information management system to quickly associate customer information with a position on a map.

In order to solve at least a part of the above problems, the first customer information management system of the present invention provides:
Map information representing a map, a plurality of household information each associated with a specific position in the map, and a plurality of household information each associated with a specific position in the map by being associated with one of the plurality of household information An information storage unit for storing a plurality of customer information;
A map display unit for displaying the map based on the map information;
A position designation receiving unit for receiving designation of a position on the map displayed by the map display unit;
A customer information display unit for displaying the customer information associated with the position on the map corresponding to the designation received by the location designation receiving unit;
The customer information includes information that can be aggregated for a plurality of the customer information,
The customer information display unit
A household unit display unit that aggregates and displays all the customer information associated with one household information;
A customer unit display unit that displays the customer information in one customer information unit.

  In this customer information management system, in displaying customer information, it is possible to perform both display of totaling all customer information associated with one household information and display of one customer information unit. Therefore, in this customer information management system, customer information can be managed carefully.

In the above customer information management system,
When displaying the customer information, the household unit display unit displays a list of the customer information associated with the position on the map corresponding to the designation,
The customer information management system further includes a customer designation receiving unit that receives designation of specific customer information in the list of customer information displayed by the household unit display unit,
The customer unit display unit may display the customer information in response to receipt of designation of the customer information by the customer designation receiving unit.

  If it does in this way, the display which totaled all the customer information linked | related with one household information can be performed first, and the display of a customer information unit can be performed about the designated customer information after that. Therefore, the user can first grasp rough information for each household, and then grasp detailed information for each customer if necessary. Therefore, this customer information management system can efficiently manage customer information.

In the customer information management system,
A household list display unit for displaying a list of the household information associated with the location on the map corresponding to the designation received by the location designation receiving unit;
A household designation receiving unit for receiving designation of the specific household information in the list of household information displayed by the household list display unit,
The household unit display unit may display the customer information in response to the designation of the household information received by the household designation receiving unit.

  In this way, before the customer information is displayed, a list of household information associated with the position on the map is displayed. Therefore, when a plurality of household information is associated with one position, the user can specify which household information is to be displayed. Therefore, in this customer information management system, customer information can be managed efficiently.

In the customer information management system,
The household information includes number information representing the number of customer information associated with the household information,
The list of household information displayed by the household list display unit may include display of the number information.

  In this way, the user can grasp how many customers belong to a certain household before displaying the customer information. Therefore, in this customer information management system, customer information can be managed efficiently.

In the customer information management system,
The customer information display unit further includes:
Before receiving the designation by the location designation receiving unit, including a tabulation processing unit that tabulates the customer information in advance,
The household unit display unit may display the customer information using the customer information aggregated by the aggregation processing unit.

  In this way, the customer information can be displayed more quickly than in the case where the customer information is aggregated after receiving the designation by the position designation receiving unit.

In order to solve at least a part of the above problems, the second customer information management system of the present invention provides:
An information acquisition unit for acquiring map information representing a map, a plurality of household information each associated with a specific position on the map, and a plurality of customer information;
A link processing unit for associating each of the plurality of customer information with one of the plurality of household information,
The customer information includes household identification information for identifying a household to which the customer belongs, and representative information indicating whether the customer is a household representative,
The link processing unit selects the customer information of a household representative as target customer information from the plurality of customer information with reference to the representative information, and executes association of the target customer information with the household information Then, referring to the household identification information, the customer information of a customer belonging to the same household as the customer of the target customer information is searched from the plurality of customer information, and the detected customer information is used as the target customer information. Associate with the household information associated with.

  In this customer information management system, after the customer who is the household representative is associated with the customer information, the customer information of the customer belonging to the same household as the household representative is searched and detected. The customer information is associated with the same household information as the household information associated with the customer information of the customer who is the household representative. That is, in this case, the customer information and the household information are associated with each other without matching the customer information and the household information. Therefore, in this customer information management system, it is possible to quickly associate customer information with household information.

In the above customer information management system,
The link processing unit includes a normalization processing unit that normalizes the notation of specific information for specifying a household in the household information and information corresponding to the specific information in the customer information according to a predetermined criterion. It may be included.

  In this way, association between household information and customer information can be executed with high accuracy and efficiency.

  The present invention can be realized in various modes, for example, a customer information management method and system, a customer information display method and system, a customer information association method and system, and a function of these methods or systems. For example, a recording medium storing the computer program, a data signal including the computer program and embodied in a carrier wave, and the like.

Next, embodiments of the present invention will be described in the following order based on examples.
A. Example:
B. Variation:

A. Example:
FIG. 1 is an explanatory diagram showing functional blocks of a customer information management system 10 as an embodiment of the present invention. The customer information management system 10 of the present embodiment is a system capable of displaying a map and displaying customer information corresponding to the position in accordance with the designation of the position on the map by the user. The customer information includes various information that can be aggregated in addition to the information for identifying the customer. In the present embodiment, as information that can be aggregated included in customer information, information (financial information) related to financial assets held by the customer will be described as an example.

  As shown in FIG. 1, the customer information management system 10 of this embodiment includes an information storage unit 13 that stores a map DB 180 and a customer DB 190. Further, the customer information management system 10 includes a link processing unit 11 and an information acquisition unit 12 that perform link processing described later. The link processing unit 11 includes a normalization processing unit 21. Further, the customer information management system 10 uses the information stored in the information storage unit 13 to execute a later-described customer information display process, a map display unit 14, a customer information display unit 15, a household list display unit 16, A designated receiving unit 17. The customer information display unit 15 includes a household unit display unit 22, a customer unit display unit 23, and an aggregation processing unit 24. The functions of these parts will be described in detail later.

  FIG. 2 is an explanatory diagram schematically showing a hardware configuration of the customer information management system 10. The customer information management system 10 includes a computer 100 and a CD-R / RW drive 200. The computer 100 includes a CPU 110, a display unit 120 such as a liquid crystal monitor, an operation unit 130 such as a keyboard and a mouse, an interface unit (I / F unit) 140, an internal storage device 150 such as a ROM and a RAM, and a hard disk drive. And an external storage device 160. These components of the computer 100 are connected to each other via a bus 170.

  The interface unit 140 includes a plurality of input / output terminals, and exchanges information with an external device. For example, the interface unit 140 is connected to the CD-R / RW drive 200 via a cable, and reads customer information described later stored in a CD-R / RW 210 inserted in the CD-R / RW drive 200. Note that the interface unit 140 may read information via another external device, a network, or the like.

  The internal storage device 150 stores a customer information management program 152 that operates under a predetermined operating system, and a map engine 154. The CPU 110 implements various functions shown in FIG. 1 by reading and executing these programs from the internal storage device 150. For example, the CPU 110 executes the customer information management program 152 and causes the display unit 120 to display later-described customer information and a household list, so that the functions of the customer information display unit 15 and the household list display unit 16 illustrated in FIG. Realize. Similarly, the CPU 110 implements the function of the map display unit 14 shown in FIG. 1 by executing the map engine 154 and displaying the map on the display unit 120. The CPU 110 implements the function of the designation receiving unit 17 shown in FIG. 1 by executing the customer information management program 152 and receiving various designations by the user via the operation unit 130. Further, the CPU 110 implements the functions of the link processing unit 11 and the information acquisition unit 12 illustrated in FIG. 1 by executing the customer information management program 152. The external storage device 160 corresponds to the information storage unit 13 shown in FIG.

  FIG. 3 is an explanatory diagram schematically showing the contents of the map DB 180 (FIG. 1). As shown in FIG. 3, the map DB 180 includes a plurality of map information 182 and a plurality of household information 184.

  The map information 182 is data representing a graphical map. In the present embodiment, each piece of map information 182 is data representing a map obtained by dividing a wide-area map into fixed areas, and has a unique map number. Further, in this embodiment, information on a house map is used as the map information 182. That is, the layout of the building is represented by the polygon P in the map represented by the map information 182. Each polygon P is assigned a polygon number for identifying the polygon P.

  Household information 184 is information for specifying a household, and is prepared for each household. As shown in FIG. 3, the household information 184 includes a household ID for identifying a household, a household name, an address, and a map number. The household information 184 includes a map number and a polygon number, and is associated with one polygon P (building) on the map represented by the map information 182. The household information 184 further includes a room number. For example, when a plurality of households correspond to a single building such as an apartment house, each household can be identified by the room number. In the following description, the map number, polygon number, and room number are collectively referred to as “position information”.

  As shown in FIG. 3, the household information 184 further includes a normalized household name, a normalized address, and the number of affiliations that are added / updated in an initial link process and an update link process described later. The contents of the items to be added / updated will be described in detail in the explanation of the initial link process and the update link process later.

  FIG. 4 is an explanatory diagram schematically showing the contents of the customer DB 190 (FIG. 1). As shown in FIG. 4, the customer DB 190 includes a plurality of customer information 192 and a plurality of household aggregate information 194.

  The customer information 192 is information about the customer, and is prepared for each customer. As shown in FIG. 4, the customer information 192 includes a customer ID for identifying a customer, a customer name, and an address. The customer information 192 also includes a household number for identifying the household to which the customer belongs, and a household representative flag indicating whether the customer is a household representative. In this embodiment, the customer information 192 further includes customer financial information (for example, deposit balance).

  As shown in FIG. 4, the customer information 192 further includes a household ID as a link ID that is added / updated in an initial link process and an update link process described later, a normalized customer name, a normalized address, a matching level, and the like. And. Further, the customer information 192 may include position information (map number, polygon number, room number) that is added / updated in a link process described later. The contents of the items to be added / updated will be described in detail in the explanation of the initial link process and the update link process later.

  Household tabulation information 194 is information obtained by tabulating customer information 192 for each household, and is prepared for each household. As shown in FIG. 4, the household total information 194 includes a household ID and a household number for identifying a household, a belonging customer ID and a belonging customer name for identifying a customer belonging to the household, and a customer aggregated for each household. Financial information.

  FIG. 5 is a flowchart showing a flow of customer information display processing by the customer information management system 10. FIG. 6 is an explanatory diagram showing an overview of customer information display processing by the customer information management system 10. The customer information display process by the customer information management system 10 displays a map on the display unit 120 (FIG. 2), and displays customer information corresponding to the position on the display unit 120 according to the designation of the position on the map by the user. It is a process to display.

  In step S110, the map display unit 14 (FIG. 1) displays a map on the display unit 120 based on the map information 182 (FIG. 3). FIG. 6A shows a state where a map is displayed on the display unit 120. The map display unit 14 displays a map of an area corresponding to the user's designation received by the designation receiving unit 17 (FIG. 1), for example. The customer information management system 10 may include a GPS receiver, and the map display unit 14 may display a map based on the coordinate information of the current location of the customer information management system 10. Further, the map display unit 14 may be able to scroll the displayed map or to enlarge / reduce it according to a user instruction.

  In step S120 (FIG. 5), the designation receiving unit 17 (FIG. 1) receives the designation of the polygon P by the user. As shown in FIG. 6A, the user performs the designation by selecting one of the polygons P on the map displayed on the display unit 120 via the operation unit 130 (FIG. 2).

  In step S130 (FIG. 5), the household list display unit 16 (FIG. 1) displays the household list on the display unit 120. The household list display unit 16 searches the household information 184 (FIG. 3) associated with the polygon P using the polygon number assigned to the polygon P specified in step S120 as a key, and the detected household information 184 is obtained. A household list is generated and displayed. FIG. 6B shows an example of the household list displayed on the display unit 120. FIG. 6B is an example of a household list when two household information 184 is associated with one polygon P. As shown in FIG. 6B, the household name and the number of affiliations are displayed in the household list. Here, the number of belongings represents the number of customers belonging to the household. With the displayed household list, the user can grasp the names of all households living in the designated building and the number of customers belonging to the household.

  In step S140 (FIG. 5), the designation receiving unit 17 (FIG. 1) receives the designation of the household by the user. As shown in FIG. 6B, the user performs the designation by selecting one household from the household list displayed on the display unit 120 via the operation unit 130 (FIG. 2).

  In step S150 (FIG. 5), the household unit display unit 22 (FIG. 1) of the customer information display unit 15 displays the financial information tabulated on the display unit 120 in units of households. The household unit display unit 22 searches the household aggregation information 194 (FIG. 4) of the household using the household ID (see FIG. 3) assigned to the household designated in step S140 as a key, and detects the household aggregation information detected. Based on 194, financial information is displayed. FIG. 6C shows an example of financial information aggregated for each household displayed on the display unit 120. FIG. 6C is an example of financial information when three customers belong to one household. As shown in FIG. 6C, the financial information that is displayed includes the name of the customer and the financial information aggregated for each household. Based on the displayed financial information for each household, the user can grasp the customer names of all customers belonging to the designated household and the financial information for each household.

  In step S160 (FIG. 5), the designation receiving unit 17 (FIG. 1) receives the designation of the customer by the user. As shown in FIG. 6 (c), the user selects one customer name from the belonging customer names in the financial information aggregated for each household displayed on the display unit 120 via the operation unit 130 (FIG. 2). The selection is made by selecting.

  In step S <b> 170 (FIG. 5), the customer unit display unit 23 (FIG. 1) of the customer information display unit 15 displays customer unit financial information on the display unit 120. The customer unit display unit 23 searches the customer information 192 (FIG. 4) of the customer using the customer ID (see FIG. 4) assigned to the customer designated in step S <b> 160 as a key, and displays the detected customer information 192. Display financial information based on. FIG. 6D shows an example of financial information for each customer displayed on the display unit 120. As shown in FIG. 6D, the customer name and the financial information of the customer are displayed in the financial information for each customer. From the displayed financial information for each customer, the user can grasp the details of the financial information related to the designated customer.

  As described above, in the customer information management system 10 of the present embodiment, the display of customer financial information aggregated in household units (see FIG. 6C) and the display of financial information in customer units (FIG. 6D). ))) And both can be displayed. That is, when displaying financial information, the relationship between the household and the financial information is not limited to 1: 1, and may be 1 to n (n is an integer of 2 or more). Therefore, in the customer information management system 10 of this embodiment, customer information can be managed more closely.

  Further, in the customer information management system 10 of this embodiment, first, the financial information of the customers aggregated for each household is displayed, and then the financial information for each customer is displayed. Therefore, the user can first grasp rough information for each household, and then grasp detailed information for each customer if necessary. Therefore, the customer information management system 10 of the present embodiment can efficiently manage customer information.

  Further, in the customer information management system 10 of this embodiment, when the designation of the polygon P is received, the household list corresponding to the polygon P is displayed before displaying the customer financial information associated with the polygon P. Therefore, when a plurality of households are associated with one polygon P, the user can specify which household financial information is to be displayed. Therefore, the customer information management system 10 of the present embodiment can efficiently manage customer information.

  FIG. 7 is a flowchart showing the flow of the initial link process by the customer information management system 10. The initial link processing by the customer information management system 10 performs the initial association between the household information 184 (FIG. 3) in the map DB 180 and the customer information 192 (FIG. 4) in the customer DB 190, and the household total information 194 (FIG. 4). ) Is generated. In the initial link process, the information acquisition unit 12 (FIG. 1) acquires the customer information 192 (FIG. 4) stored in the CD-R / RW 210 (FIG. 2) via the CD-R / RW drive 200. It is executed when stored in the customer DB 190 (FIG. 2) of the external storage device 160.

  In step S200 (FIG. 7), the link processing unit 11 (FIG. 1) performs household representative matching. FIG. 8 is a flowchart showing a flow of household representative matching processing. Household representative matching associates customer information 192 (FIG. 4) with household information 184 (FIG. 3) for customers who are household representatives, and customers who belong to the same household as the associated household representative. Is associated with the same household information 184. In FIG. 8, the process related to the household information 184 is shown on the left side of the figure, and the process related to the customer information 192 is shown on the right side.

  In step S210 (FIG. 8), the normalization processing unit 21 (FIG. 1) of the link processing unit 11 normalizes the household names and addresses in all the household information 184 (FIG. 3) in the map DB 180, and after normalization Are added to the household information 184. Here, normalization means unifying notation according to a predetermined standard. By performing the normalization, the association between the household information 184 and the customer information 192 can be performed with high accuracy and efficiency. In addition, as a predetermined standard used for address normalization, for example, an address lot number may be represented by a single-byte number, or “chome” or “address” may be represented by a hyphen. In addition, as a predetermined standard used for normalization of names, for example, deletion of the characters “corporation” may be used.

  In step S220 (FIG. 8), the normalization processing unit 21 (FIG. 1) normalizes the customer names and addresses in all customer information 192 (FIG. 4) in the customer DB 190, and normalizes the customer names and addresses. Is added to the customer information 192. Normalization in step S220 is performed in the same manner as normalization in step S210.

  In step S230 (FIG. 8), the link processing unit 11 (FIG. 1) sets a matching level, and adds the set matching level to the customer information 192. The matching level is information that defines how much the addresses and names included in the customer information 192 and the household information 184 match each other in step S250 described later. . For example, the user may be determined to be “matched” if the matching level is determined to be “matched” only after matching to the street number level of the address, or to the municipality level, for example. A desired matching level is selected from the various matching levels and designated via the operation unit 130 (FIG. 2). The link processing unit 11 sets the matching level according to the user's specification. By how the matching level is set, it is set how strictly the matching judgment is executed.

  In step S240, the link processing unit 11 selects one unselected customer information 192 from the customer DB 190. At this time, the link processing unit 11 refers to the household representative flag (FIG. 4) in the customer information 192 to identify the customer information 192 of the household representative.

  In step S250, the link processing unit 11 searches for household information 184 having an address / name that matches the address / name in the customer information 192 selected in step S240. If the corresponding household information 184 is not detected (step S250: No), after the currently selected customer information 192 is set as an individual matching target (step S260), the process proceeds to step S320. move on. On the other hand, when the corresponding household information 184 is detected (step S250: Yes), the process proceeds to step S270.

  In step S270, the link processing unit 11 assigns the household ID (FIG. 3) of the household information 184 detected in step S250 as the link ID (FIG. 4) to the currently selected customer information 192. Thus, the currently selected customer information 192 is associated with the detected household information 184. That is, the customer information 192 is associated with one polygon P on the map represented by the map information 182 via the household information 184.

  In step S280, the link processing unit 11 searches the customer information 192 in the customer DB 190 for customer information 192 having the same household number as the household number (FIG. 4) of the currently selected customer information 192. If the corresponding customer information 192 is detected in step S280, the same link ID as the link ID given to the customer information 192 in step S270 is also given to the detected customer information 192 ( Step S290). Thereafter, the process proceeds to step S300. On the other hand, if the corresponding customer information 192 is not detected in step S280, the process proceeds to step S300.

  In step S300, the link processing unit 11 adds the number of affiliations (FIG. 3) to the household information 184 detected in step S250 (see FIG. 3). The number of affiliations to be added is set to the number of customer information 192 to which a link ID is assigned in steps S270 and S290. Thus, the number of belongings of the household information 184 represents the number of customer information 192 associated with the household information 184.

  In step S310, the link processing unit 11 adds position information (map number, polygon number, room number) to the currently selected customer information 192 (see FIG. 4). Although step S310 may be skipped, by adding location information to the customer information 192, the customer information 192 and the map information 182 can be associated with each other without using the household information 184.

  In step S320, the link processing unit 11 determines whether all customer information 192 of customers who are household representatives in the customer DB 190 have been selected. If it is determined in step S320 that there is customer information 192 of a customer who is an unselected household representative, the process returns to step S240 and the above steps are repeated. On the other hand, if it is determined in step S320 that all the customer information 192 of the customer who is the household representative has been selected, the household representative matching process ends. Thereafter, the process proceeds to step S400 of the initial link process shown in FIG.

  In step S400 (FIG. 7), the link processing unit 11 (FIG. 1) performs individual matching. FIG. 9 is a flowchart showing a flow of individual matching processing. In the individual matching, customer information 192 (FIG. 4) is applied to customer information 192 of customers who are not household representatives and customer information 192 determined to be inconsistent in step S250 of household representative matching (FIG. 8). And the household information 184 (FIG. 3). In FIG. 9, similarly to FIG. 8, the process related to the household information 184 is shown on the left side in the figure, and the process related to the customer information 192 is shown on the right side.

  In step S410 (FIG. 9), the link processing unit 11 (FIG. 1) sets a matching level. The setting of the matching level in step S410 is executed in the same manner as the setting of the matching level in step S230 of household representative matching (FIG. 8). In the individual matching, the same matching level as the matching level set in the household representative matching may be set, or a different matching level may be set.

  In step S <b> 420, the link processing unit 11 selects one customer information 192 from the customer information 192 in the customer DB 190. At this time, the link processing unit 11 targets the customer information 192 of the customer who is not the household representative in the customer information 192 and the customer information 192 determined to be inconsistent in the household representative matching. Make a selection.

  In step S430, the link processing unit 11 searches for household information 184 having an address / name that matches the address / name in the customer information 192 selected in step S420. When the corresponding household information 184 is not detected (step S430: No), after the currently selected customer information 192 is set as unmatch data (step S440), the process proceeds to step S480. On the other hand, when the corresponding household information 184 is detected (step S430: Yes), the process proceeds to step S450. Note that the customer information 192 set as unmatch data may be a target of manual association by the user.

  In step S450, the link processing unit 11 assigns the household ID (FIG. 3) of the household information 184 detected in step S430 to the currently selected customer information 192 as a link ID (FIG. 4). In step S460, the link processing unit 11 adds the number of affiliations (FIG. 3) to the household information 184 detected in step S430. In step S470, the link processing unit 11 adds position information (map number, polygon number, room number) to the currently selected customer information 192.

  In step S480, the link processing unit 11 selects all target customer information 192 in the customer DB 190 (customer information 192 of customers who are not household representatives and customer information 192 determined to be inconsistent in household representative matching). It is determined whether or not it has been done. If it is determined in step S480 that there is unselected customer information 192, the process returns to step S420, and the above steps are repeated. On the other hand, if it is determined in step S480 that all the customer information 192 in the customer DB 190 has been selected, the individual matching process ends. Thereafter, the process proceeds to step S500 of the initial link process shown in FIG.

  In step S500 (FIG. 7), the aggregation processing unit 24 (FIG. 1) performs household aggregation processing. FIG. 10 is a flowchart showing the flow of the household counting process. Household tabulation processing is processing for generating household tabulation information 194 (FIG. 4) based on customer information 192. In FIG. 10, the process related to the customer information 192 is shown on the left side of the figure, and the process related to the household aggregate information 194 is shown on the right side.

  In step S510 (FIG. 10), the totalization processing unit 24 (FIG. 1) targets one piece of customer information 192 associated with the household information 184 in the household representative matching (FIG. 8) or individual matching (FIG. 9). Customer information 192 is selected.

  In step S520, the aggregation processing unit 24 determines whether the household number (FIG. 4) of the customer information 192 selected in step S510 is for a company. In this embodiment, the household number is set so that it can be determined whether or not it is for a company. Further, the household total information 194 is not generated for the corporate customer information 192. If it is determined in step S520 that it is for a company, the process proceeds to step S550. On the other hand, if it is determined in step S520 that it is not for business use, the process proceeds to step S530.

  In step S530, the aggregation processing unit 24 searches for other customer information 192 having the same household number as the household number of the currently selected customer information 192. If the corresponding customer information 192 is detected in step S530, the tabulation processing unit 24 generates household tabulation information 194 (FIG. 4) using all the detected customer information 192 (step S540). . On the other hand, if the corresponding customer information 192 is not detected in step S530, the process proceeds to step S550.

  In step S550, the link processing unit 11 determines whether all target customer information 192 has been selected. If it is determined in step S550 that there is unselected customer information 192, the process returns to step S510, and the above steps are repeated. If it is determined in step S550 that all the customer information 192 has been selected, the household counting process ends. Thus, the initial link process (FIG. 7) ends.

  As described above, in the initial link process of this embodiment, first, household representative matching is executed. In the household representative matching, the address and name of the customer information 192 and the household information 184 are collated for the customer who is the household representative, and both are associated with each other. Further, a customer having the same household number as the customer who is the household representative is searched, and the customer information 192 of the detected customer is the same household as the household information 184 associated with the customer information 192 of the customer who is the household representative. Associated with information 184. That is, in this case, the customer information 192 and the household information 184 are associated with each other without the customer information 192 and the household information 184 being collated. Therefore, in the initial link processing of the present embodiment, associating the customer information 192 with the household information 184 is compared with the case where the matching between the customer information 192 and the household information 184 is performed for all the customer information 192. Can be done quickly.

  Further, in the initial link process of the present embodiment, individual matching is executed after household representative matching. In the individual matching, a process of associating the customer information 192 with the household information 184 is executed for a customer other than the household representative and a customer determined to be inconsistent in the household representative matching. Here, in individual matching, a matching level can be set independently of the matching level in household representative matching. For this reason, in the initial link processing of the present embodiment, when the customer information 192 and the household information 184 are associated with each other, the degree of freedom in setting the accuracy and the matching rate that conflict with each other can be improved.

  Furthermore, in the initial link process of the present embodiment, the household counting process is executed after the individual matching. In the household counting process, household counting information 194 is generated. Therefore, in the household list display (step S130) of the customer information display process (FIG. 5), the household total information 194 can be displayed more quickly than when the household total information 194 is generated at that time.

  FIG. 11 is a flowchart showing the flow of update link processing by the customer information management system 10. The update link process by the customer information management system 10 updates the association between the household information 184 (FIG. 3) in the map DB 180 and the customer information 192 (FIG. 4) in the customer DB 190, and the household total information 194 (FIG. 4). Is a process of updating. In the update link process, the information acquisition unit 12 (FIG. 1) sends the updated customer information 192 (FIG. 4) stored in the CD-R / RW 210 (FIG. 2) via the CD-R / RW drive 200. This is executed when it is acquired and stored in the customer DB 190 of the external storage device 160. In FIG. 11, processing related to the household information 184 is shown on the left side of the drawing, and processing related to the customer information 192 is shown on the right side.

  In step S610, the link processing unit 11 (FIG. 1) determines whether or not there is a change from the previous customer information 192 for each of the updated customer information 192. If it is determined in step S610 that there is no change, the process ends. On the other hand, if it is determined in step S610 that there is a change, the process proceeds to step S620.

  In step S620, the link processing unit 11 selects one of the changed customer information 192 from the customer information 192. In step S630, the link processing unit 11 determines the type of change for the customer information 192 selected in step S620. If it is determined that the change type is deletion, the deletion process of the corresponding customer information 192 is executed in step S640, and then the process proceeds to step S710. On the other hand, if it is determined that the change type is addition or update, in step S650, normalization processing of the customer name and address is performed by the normalization processing unit 21 (FIG. 1). The normalization process is executed in the same manner as the normalization process in the above-mentioned household representative matching (FIG. 8).

  In step S660, the link processing unit 11 determines whether the currently selected customer information 192 is customer information 192 of a customer who is a household representative. If it is determined that the person is a household representative, the process proceeds to step S690, where the link processing unit 11 performs address and name matching determination. This determination is performed in the same manner as the matching determination (step S250) in the above-mentioned household representative matching (FIG. 8). That is, the household information 184 having an address / name that matches the address / name in the currently selected customer information 192 is searched. If the corresponding household information 184 is not detected (step S690: No), after the currently selected customer information 192 is set as unmatch data (step S700), the process proceeds to step S720. On the other hand, when the corresponding household information 184 is detected (step S690: Yes), the process proceeds to step S710.

  If it is determined in step S660 that the person is not a household representative, the process proceeds to step S670. In step S670, the link processing unit 11 searches for customer information 192 of a household representative who has the same household number as the household number of the currently selected customer information 192. When the corresponding customer information 192 is detected, the same link ID as the link ID of the detected customer information 192 is given to the currently selected customer information 192 (step S680), and then the process is step. The process proceeds to S710. On the other hand, if the corresponding customer information 192 is not detected, the process proceeds to step S690, and the determination similar to the determination for the customer information 192 of the household representative described above is the currently selected customer information. Executed for 192.

  In step S710, the link processing unit 11 updates the number of belongings (FIG. 3) of the household information 184 detected in step S690. In step S720, the link processing unit 11 adds position information (map number, polygon number, room number) to the currently selected customer information 192.

  In step S730, the link processing unit 11 determines whether all the changed customer information 192 in the customer DB 190 has been selected. If it is determined in step S730 that there is unselected customer information 192, the process returns to step S620, and the above steps are repeated. If it is determined in step S730 that all the customer information 192 in the customer DB 190 has been selected, the process proceeds to step S740.

  In step S740, the aggregation processing unit 24 (FIG. 1) performs household aggregation processing. This household counting process is a process of updating the household counting information 194 (FIG. 4) generated in the initial link process (FIG. 7). The update link process is completed when the household counting process ends.

  As described above, in the update link process of this embodiment, when the customer information 192 is updated, the household information 184 (FIG. 3) in the map DB 180 and the customer information 192 (FIG. 4) in the customer DB 190 are updated. The association is updated, and the household total information 194 (FIG. 4) is updated. At this time, if the updated customer information 192 is not of the household representative, first, a household representative having the same household number is searched and given to the customer information 192 of the detected household representative. The same link ID as the new link ID is given to the updated customer information 192. That is, in this case, the customer information 192 and the household information 184 are associated with each other without checking the customer information 192 and the household information 184 for the updated customer information 192. Therefore, in the update link process of the present embodiment, the association between the customer information 192 and the household information 184 can be quickly updated.

B. Variation:
The present invention is not limited to the above-described examples and embodiments, and can be implemented in various modes without departing from the gist thereof. For example, the following modifications are possible.

B1. Modification 1:
The contents of the customer information display process (FIG. 5) of the above embodiment are merely examples, and the contents of the customer information display process may be different contents. For example, in the above embodiment, after the polygon designation is received (step S120 in FIG. 5), the household list display (step S130 in FIG. 5) is performed, but the financial information (household tabulation) display is performed without performing the household list display. (Step S150 in FIG. 5) may be performed. Further, immediately after the polygon designation is received, financial information (customer details) may be displayed (step S170 in FIG. 5).

B2. Modification 2:
The contents of the initial link process (FIG. 7) and the update link process (FIG. 11) in the above embodiment are merely examples, and the contents of the initial link process and the update link process may be different. For example, in the initial link process of the above embodiment, the household counting process (step S500 in FIG. 7) is executed, but the household counting process is not necessarily performed in the initial link process. In the initial link processing of the above embodiment, the association between the customer information 192 and the household information 184 is executed in two stages of household representative matching and individual matching. However, it is not necessarily required to be executed in two stages. Alternatively, only individual matching for all customer information 192 may be executed.

B3. Modification 3:
The configuration of the customer information management system 10 in the above embodiment is merely an example, and the configuration of the customer information management system 10 may be another configuration.

Explanatory drawing which shows the functional block of the customer information management system 10 as an Example of this invention. 2 is an explanatory diagram schematically showing a hardware configuration of a customer information management system 10. FIG. Explanatory drawing which shows the content of map DB180 roughly. Explanatory drawing which shows the content of customer DB190 schematically. 7 is a flowchart showing a flow of customer information display processing by the customer information management system 10. Explanatory drawing which shows the outline | summary of the customer information display process by the customer information management system. 5 is a flowchart showing a flow of initial link processing by the customer information management system 10; The flowchart which shows the flow of a household representative matching process. The flowchart which shows the flow of an individual matching process. The flowchart which shows the flow of a household total process. 5 is a flowchart showing a flow of update link processing by the customer information management system 10;

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 ... Customer information management system 11 ... Link processing part 12 ... Information acquisition part 13 ... Information storage part 14 ... Map display part 15 ... Customer information display part 16 ... Household list Display unit 17 ... Designated receiving unit 21 ... Normalization processing unit 22 ... Household unit display unit 23 ... Customer unit display unit 24 ... Total processing unit 100 ... Computer 110 ... CPU
DESCRIPTION OF SYMBOLS 120 ... Display part 130 ... Operation part 140 ... Interface part 150 ... Internal storage device 152 ... Customer information management program 160 ... External storage device 170 ... Bus 180 ... Map DB
182 ... Map information 184 ... Household information 190 ... Customer DB
192 ... Customer information 194 ... Household total information 200 ... CD-R / RW drive 210 ... CD-R / RW

Claims (9)

A customer information management system,
Map information representing a map, a plurality of household information each associated with a specific position in the map, and a plurality of household information each associated with a specific position in the map by being associated with one of the plurality of household information An information storage unit for storing a plurality of customer information;
A map display unit for displaying the map based on the map information;
A position designation receiving unit for receiving designation of a position on the map displayed by the map display unit;
A customer information display unit for displaying the customer information associated with the position on the map corresponding to the designation received by the location designation receiving unit;
The customer information includes information that can be aggregated for a plurality of the customer information,
The customer information display unit
A household unit display unit that aggregates and displays all the customer information associated with one household information;
A customer unit display unit for displaying the customer information in one customer information unit. The customer information management system according to claim 1,
When displaying the customer information, the household unit display unit displays a list of the customer information associated with the position on the map corresponding to the designation,
The customer information management system further includes a customer designation receiving unit that receives designation of specific customer information in the list of customer information displayed by the household unit display unit,
The customer unit display unit is a customer information management system that displays the customer information in response to receipt of designation of the customer information by the customer designation receiving unit. The customer information management system according to claim 2, further comprising:
A household list display unit for displaying a list of the household information associated with the location on the map corresponding to the designation received by the location designation receiving unit;
A household designation receiving unit for receiving designation of the specific household information in the list of household information displayed by the household list display unit,
The said household unit display part is a customer information management system which displays the said customer information according to reception of designation | designated of the said household information by the said household designation | designated reception part. The customer information management system according to claim 3,
The household information includes number information representing the number of customer information associated with the household information,
The list of household information displayed by the household list display unit is a customer information management system including display of the number information. The customer information management system according to claim 1,
The customer information display unit further includes:
Before receiving the designation by the location designation receiving unit, including a tabulation processing unit that tabulates the customer information in advance,
The said household unit display part is a customer information management system which displays the said customer information using the said customer information totaled by the said total process part. A customer information management system,
An information acquisition unit for acquiring map information representing a map, a plurality of household information each associated with a specific position on the map, and a plurality of customer information;
A link processing unit for associating each of the plurality of customer information with one of the plurality of household information,
The customer information includes household identification information for identifying a household to which the customer belongs, and representative information indicating whether the customer is a household representative,
The link processing unit selects the customer information of a household representative as target customer information from the plurality of customer information with reference to the representative information, and executes association of the target customer information with the household information Then, referring to the household identification information, the customer information of a customer belonging to the same household as the customer of the target customer information is searched from the plurality of customer information, and the detected customer information is used as the target customer information. A customer information management system for associating with the household information associated with. The customer information management system according to claim 6,
The link processing unit includes a normalization processing unit that normalizes the notation of specific information for specifying a household in the household information and information corresponding to the specific information in the customer information according to a predetermined criterion. Including customer information management system. A customer information management method,
(A) Map information representing a map, a plurality of household information respectively associated with a specific position on the map, and a specific position on the map by being associated with one of the plurality of household information. Preparing a plurality of associated customer information; and
(B) displaying the map based on the map information;
(C) receiving a designation of a position on the displayed map;
(D) displaying the customer information associated with a location on the map corresponding to the received designation,
The customer information includes information that can be aggregated for a plurality of the customer information,
The step (d)
Totalizing and displaying all the customer information associated with one household information;
Displaying the customer information in one customer information unit. A customer information management method,
(A) acquiring map information representing a map, a plurality of household information each associated with a specific position in the map, and a plurality of customer information;
(B) associating each of the plurality of customer information with one of the plurality of household information,
The customer information includes household identification information for identifying a household to which the customer belongs, and representative information indicating whether the customer is a household representative,
The step (b) refers to the representative information, selects the customer information of a household representative from the plurality of customer information as target customer information, and associates the target customer information with the household information. The customer information of the customer belonging to the same household as the customer of the target customer information is searched from the plurality of customer information with reference to the household identification information, and the detected customer information is used as the target customer. A customer information management method, which is a step of associating with the household information associated with information.

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