JP2007249316A - Customer visit schedule management method and customer visit schedule management device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To achieve the customer visit schedule management of a business staff under the consideration of the adjustment time of depositing the transported sum of cash to be transported by the business staff in the external relation business of a bank. <P>SOLUTION: When receiving a visit desire registration request from a customer, each registered visit schedule is acquired by a visit schedule acquisition part 10A. Also, when the visit relating to the visit desire registration request after each registered visit schedule, whether or not the transported sum of money by the business staff exceeds a predetermined value by the external relation business until its visit is decided by a registration enabling time period specifying part 10B. Here, movement time to the visit destination is considered before and after the transported sum of money does not exceed the predetermined value, and the moving time to the visit destination and an adjustment time to deposit the transported sum of money are considered before and after the visit when the transported sum of money exceeds the predetermined value, a time period when the visit schedule relating to the visit desire registration request can be registered is specified by the registration enabling time period specifying part 10B. Furthermore, a function for presenting the specified time period to the customer, and for making the customer designate his or her desired time period from them is provided by a designation function providing part 10C. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a technique for managing a customer visit schedule of a sales employee in a bank affairs business using a computer.

  A salesperson engaged in bank affairs visits several customers a day while carrying cash. As a technology that uses a computer to manage the customer visit schedule of such sales staff, the visit schedule is registered in the customer visit schedule and the daily schedule can be grasped by referring to the visit schedule as appropriate. The technology is widely known. In such a technique, a new visit schedule can be registered if the visit schedule is not registered in the customer visit schedule.

In JP-A No. 02-201572, when there is a request for registration of a new work schedule in a work schedule management such as a meeting or a meeting where a place is specified using a computer, In consideration of the travel time to and from the place related to the business schedule before and after that, a technique that improves the reliability of schedule management by permitting registration only when the business schedule can be performed has been proposed.
Japanese Patent Laid-Open No. 02-201572

By the way, in such a bank's public relations business, it is not desirable for a sales employee to carry more than a predetermined amount of cash from the viewpoint of crime prevention. Therefore, the sales employee stops at a bank store or an adjustment base such as an ATM where cash can be deposited or withdrawn when the amount of transportation exceeds or exceeds the prescribed amount stipulated by the bank. It is necessary to adjust the transport amount.
However, since the conventional customer visit schedule management technology did not take into account the adjustment time of the transportation amount, the adjustment time of the transportation amount was not secured in the customer visit schedule management, and a new visit schedule was registered at that time. There was a risk of it. Further, even when such a customer visit schedule management technique is combined with the schedule management technique proposed in Japanese Patent Laid-Open No. 02-201572, only the travel time of the visited place is considered, and the adjustment time of the transportation amount is considered. I could not manage the schedule.

  Therefore, in view of the above-described conventional problems, the present invention takes into account the adjustment time of the transportation amount related to the banking business in addition to the travel time of the visit destination in the customer visit schedule management using the computer. It is an object of the present invention to provide a customer visit schedule management technology capable of performing highly-customer visit schedule management.

  For this reason, the present invention includes a database in which a visit schedule including a visit time zone, a location, and a transaction amount is registered in association with a customer for each salesperson who conducts a bank's external business. When there is a request for registration of visit request in which the time, location and transaction amount are specified, the registered visit schedule of the salesperson in charge of the customer is obtained by referring to the database. Next, if a visit related to the visit request registration request is made after each visit schedule based on the acquired transaction amount related to each visit schedule and the visit request registration request, the business will be operated by public relations up to that visit. It is determined whether the amount of cash carried by the employee exceeds a predetermined value. Furthermore, based on the visit time zone and location related to each visit schedule, and the required time and location related to the visit request registration request, the travel destination is moved before and after the visit where the transport amount is determined not to exceed the predetermined value. Time before and after the visit where the transport amount is determined to exceed the prescribed value, consider the travel time of the visited site and the adjustment time for depositing at least part of the transport amount. Identify. Then, it provides a function of presenting the specified time zone to the customer and designating a desired time zone from among them.

  According to the present invention, in the customer visit schedule management of a salesperson who conducts bank affairs, when a visit request registration request specifying a required time, location, and transaction amount is received from a customer, each registered visit schedule When a visit related to the visit request registration request is made after the check, it is determined whether or not the cash transport amount carried by the salesperson exceeds a predetermined value due to the public relations work up to the visit. In addition, before and after the visit where the transport amount is determined not to exceed the predetermined value, the travel time of the visit destination is taken into consideration, while before and after the visit where the transport amount is determined to exceed the predetermined value, The adjustment time for depositing at least a part of the travel time and the transport amount is taken into consideration, and the time zone in which the visit request can be registered is specified. Further, the specified time zone is presented to the customer, and a function for allowing the user to specify a desired time zone is provided. For this reason, when it is necessary to adjust the transportation fee due to a visit related to a visit request registration request by a customer, a time zone in which the travel time of the visit destination and the adjustment time of the transportation amount are considered as a time zone in which the visit request can be registered Will be presented to the customer and will be limited to the time period required for visit registration. Therefore, since the adjustment time of the transportation amount is not secured in the customer visit schedule management, a new visit schedule is registered at that time, so that the sales employee follows the visit schedule registered in the customer visit schedule. It is possible to prevent a situation in which the visit cannot be made, and to improve the reliability of the customer visit schedule management.

Hereinafter, the present invention will be described in detail with reference to the accompanying drawings.
FIG. 1 shows the overall configuration of a customer visit schedule management apparatus according to the present invention.
The customer visit schedule management device 10 is constructed on a computer having at least a central processing unit (CPU) and a memory, and executes a customer visit schedule management program loaded in the memory, thereby the visit schedule acquisition unit 10A and The registerable time zone specifying unit 10B and the designated function providing unit 10C are realized. Further, the customer visit schedule management device 10 includes a customer management database (DB) 10D, a salesperson schedule management DB 10E, a public relations work management DB 10F, and a transportation amount adjustment base DB 10G. And it connects mutually with the customer terminal 30 which a customer operates via the network 20 which is a communication means, and transmits / receives data.

  The visit schedule acquisition unit 10A functions as a visit schedule acquisition step and a visit schedule acquisition means, acquires customer information and a salesperson in charge of a visit to the customer based on the visit request registration request received from the customer, and visits Acquire the registered visit schedule of the salesperson in charge on the desired visit date according to the desired registration request. The registrable time zone identification unit 10B functions as a determination step, a determination unit, a time zone identification step, and a time zone identification unit, and registers a visit schedule related to a visit request registration request based on the acquired registered visit schedule. Identify possible registration time zones. The designated function providing unit 10C functions as a designated function providing step and a designated function providing unit, and displays a visit request designation screen for designating a desired visit time according to a visit request registration request while referring to the specified registrable time zone. And a registration process for registering a visit schedule related to a visit request registration request.

  The customer management DB 10D is for registering customer information and sales representative information. As shown in FIG. 2, the customer management DB 10D has a customer ID identifying the customer, a customer name, a location, and a sales representative ID identifying the sales representative. Consists of including. The salesperson schedule management DB 10E registers the visit schedule in the customer visit schedule of the salesperson. When the salesperson ID, the visit date, the visit time, the location, the customer ID, and the customer are visited as shown in FIG. The transaction amount and the requested work time, which is the time required for the work performed at the visited site. The external work management DB 10F registers the requested work time for each type of requested work (for example, payment or product description) performed by the sales staff in the external work, as shown in FIG. Consists of working hours. The transport amount adjustment base DB 10G is used for registering adjustment bases such as bank stores and ATMs where a sales employee can deposit at least a part of the transport amount of cash carried in public relations, as shown in FIG. The site name and location are included.

  Here, the preconditions of the public relations business to which this customer visit schedule management apparatus 10 is applied will be described. In public relations, a sales employee must work at the bank office to which he belongs in the morning at the predetermined office time, and work for a predetermined time at the store before starting a visit to the customer after he / she has worked. The precondition is that after all scheduled visits for one day have been completed, the company will return to the bank store at a predetermined return time. In addition, in the customer visit schedule management device 10, the time when the sales employee enters the company, the time when he / she works at the store before he / she starts the visit to the customer after he / she enters the office, the time when he / she returns, and the deposit work for depositing the transportation amount at the adjustment base It is assumed that the time and the location of the bank store are set in advance. In addition, regarding the transport amount, it is assumed that a predetermined allowable amount as a reference for determining whether the salesperson can transport the transport amount and a transport amount when the salesperson leaves the bank store are set in advance.

  FIG. 6 shows the processing contents executed by the visit schedule acquisition unit 10A, the registerable time zone specifying unit 10B, and the designated function providing unit 10C as the first embodiment of the present invention. Such processing is executed when a login request for making a visit request registration for the customer visit schedule of the sales employee is received from the customer terminal 30. The login request includes the customer ID of the customer who made the login request.

In step 1 (abbreviated as “S1” in the figure, the same applies hereinafter), a customer ID is acquired from the login request, and a login processing subroutine for acquiring the customer name, location, and sales representative is called based on the customer ID.
In step 2, the first visit request designation screen is transmitted to the customer terminal 30. As shown in FIG. 7, the first visit request designation screen includes request contents (request work), deposit / withdrawal amount (transaction amount) and desired visit date input fields, and a send button. In this first visit request designation screen, the requested work, transaction amount and desired visit date related to the visit request registration request are input, and the input request operation, transaction amount and desired visit date are sent to the customer by pressing the send button. The data is transmitted from the customer terminal 30 to the customer visit schedule management device 10 in association with the customer visit schedule management device 10.

In step 3, it is determined whether or not the requested work, the transaction amount and the desired visit date input at the customer terminal 30 have been received. When it is received, the process proceeds to step 4 (Yes), and when it is not received, it waits as it is (No).
In step 4, a subroutine for a registerable time zone specifying process for acquiring a received visit schedule registered for the desired visit date and specifying a registerable time zone in which the visit schedule related to the visit request registration request can be registered is executed. Call.

  In step 5, the second visit request designation screen is transmitted to the customer terminal 30. As shown in FIG. 8, the second visit request designation screen includes a field in which a registerable time zone specified by the registerable time zone specifying process is displayed, an input field for a desired visit time, and a send button. included. When the desired visit time is input on the second desired visit designation screen and the transmission button is pressed, the input desired visit time is transmitted from the customer terminal 30 to the customer visit schedule management apparatus 10 in association with the customer. On the other hand, the customer visit schedule management apparatus 10 can specify a desired time zone based on the received visit desired time and the requested work time related to the visit request registration request. Note that the processing in step 5 corresponds to a designated function providing step and designated function providing means.

In step 6, it is determined whether or not the desired visit time input at the customer terminal 30 has been received. When received, the process proceeds to step 7 (Yes), and when not received, the process waits as it is (No).
In step 7, based on the received desired visit time, a registration processing subroutine for reflecting the desired visit registration request in the salesperson schedule management DB 10E is called.

Next, the processing contents of each subroutine will be described in detail.
FIG. 9 shows the contents of a login process subroutine.
In step 11, the customer ID is acquired from the login request received from the customer terminal 30.
In step 12, the customer management DB 10D is searched using the acquired customer ID as a key, and the customer name, location and salesperson ID corresponding to the customer ID are acquired.

  Through this login process, the customer who made the visit request registration request is identified, the customer name and location are acquired, and the sales representative in charge of the customer is identified. In the login process, when a login request is received, a password may be further requested from the customer terminal 30, and the authentication process may be performed based on the customer ID and password. By doing so, use by an unauthorized user can be eliminated.

FIG. 10 shows the contents of a subroutine for the registration time zone specification process.
In step 21, the external work management DB 10 </ b> F is searched using the requested work related to the received visit request registration request as a key, and the requested work time corresponding to the requested work is acquired.
In step 22, the salesperson schedule DB 10G is searched using the salesperson and the desired visit date as a key, and the visit time, location, customer ID, and requested work time are obtained for all registered visit schedules on the desired visit date. In addition, the total number of registered visits scheduled to be registered is the total number m. The process of step 22 corresponds to a visit schedule acquisition step and a visit schedule acquisition means.

  Here, in this registerable time zone specifying process, an index indicating how many visits are scheduled by counting in order from the earliest visit in the schedule of the day is set as n, The nth schedule is represented by schedule [n]. In addition, it is assumed that the schedule [0] is a one-day schedule and a sales employee plans to work at his / her bank store in the morning. Further, it is assumed that the plan [m + 1] is that the salesperson will return to the bank store after all the visit plans for the day have been completed. Furthermore, the amount of cash transported by the sales staff by the external business up to schedule [n] is defined as the amount of transport [n]. The transport amount [n] is calculated by adding the transaction amount in the schedule performed up to the schedule [n]. If the transportation amount has been adjusted by the schedule [n], the transportation amount [n] is the transportation amount after the last adjustment in the schedule made between the adjustment and the schedule [n]. Calculated by adding the transaction amount. In the morning, when the sales employee leaves the affiliated bank store, the transportation amount is adjusted, and the transportation amount [0] is the transportation amount when the sales employee leaves the affiliated bank store.

In step 23, the office time is set at the visit time of the schedule [0], the address of the bank store of the sales employee is set at the visited location, and the office work time is set as the requested work time. Further, the return time is set at the visit time of the schedule [m + 1], and the address of the bank store to which the sales staff belongs is set at the visited location.
In step 24, an initial value 0 is set in the index n.
In step 25, a temporary transportation amount is calculated by adding the transaction amount related to the visit request registration request to the transportation amount [n].

In step 26, it is determined whether the provisional transport amount exceeds the allowable amount registered in the allowable amount DB 10J. When the temporary transportation amount exceeds the allowable amount, the process proceeds to step 27 (Yes), and when the temporary transportation amount does not exceed the allowable amount, the process proceeds to step 28 (No). Note that the processing in steps 25 and 26 corresponds to a determination step and determination means.
In step 27, a subroutine of a first time zone specifying process for specifying a visitable registration time zone according to the visit request registration request is called in consideration of the travel time of the visit by the sales staff and the adjustment time of the transportation amount.

In step 28, a subroutine for a second time zone specifying process for specifying a visitable registration time zone related to the visit request registration request is called in consideration of the travel time of the visitor by the salesperson. The first time zone specifying process and the second time zone specifying process correspond to a time zone specifying step and a time zone specifying means.
In step 29, 1 is added to the index n.

In step 30, it is determined whether or not the index n matches the value obtained by adding 1 to the total number m. If the index n matches the value obtained by adding 1 to the total number of cases m, the registerable time zone specifying process is terminated (Yes), and the index n must match the value obtained by adding 1 to the total number of cases m. Then, the process returns to step 25 (No).
According to the registerable time zone specifying process, first, for the registered visit schedule, the transport amount up to the visit plan is calculated, and further, the provisional transport amount obtained by adding the transaction amount of the visit request registration request to the transport amount is calculated. By calculating, when a visit schedule related to a visit request registration request is entered next to a registered visit schedule, it is possible to calculate how much the transportation amount to the visit schedule is. In addition, it is determined whether or not the provisional transportation amount exceeds the allowable amount, and if it is necessary to adjust the transportation amount, it is possible to register in consideration of the travel time of the visited site and the adjustment time of the transportation amount. If the adjustment of the transportation amount is not necessary, the registration time zone is specified considering only the travel time of the visited site. For this reason, the registration possible time zone can be specified in accordance with the sales amount of the salesperson in the visit related to the visit request registration request.

FIG. 11 shows the contents of the subroutine of the first time zone specifying process.
In step 41, a free time between the schedule [n] and the schedule [n + 1] is calculated. Specifically, a difference obtained by subtracting the end time of schedule [n] (the time obtained by adding the requested work time of schedule [n] to the visit time of schedule [n]) from the visit time of schedule [n + 1] And
In step 42, the location of the adjustment base registered in the transport amount adjustment base DB 10G that has the shortest travel time with the location related to the visit request registration request is acquired.

In step 43, the travel time between the location of the visit destination of the schedule [n] and the location related to the visit request registration request is acquired and set as the first travel time. Since the travel time between the two locations can be acquired using a conventionally known technique, a specific description of the acquisition technique is omitted (the same applies hereinafter).
In step 44, the travel time of the location related to the visit request registration request and the location of the adjustment base acquired in step 42 is acquired and set as the second travel time.

In step 45, the travel time between the location of the adjustment base acquired in step 42 and the location of the destination of the planned [n + 1] destination is acquired and set as the third travel time.
In step 46, the time required for a visit scheduled for the visit request registration request is calculated. Specifically, the requested work time, the first travel time, the second travel time, the third travel time, and the deposit work time necessary for depositing the transport amount at the adjustment base are added. , And visit duration.

In step 47, it is determined whether or not the required visit time is equal to or less than the free time. When the required visit time is equal to or less than the vacant time, the process proceeds to step 48 (Yes), and when the required visit time is longer than the vacant time, the first time zone specifying process is ended (No).
In step 48, a time obtained by adding the first travel time to the end time of the schedule [n] is calculated and set as the registration time zone start time of the visit time.

In step 49, a time obtained by subtracting the requested work time, the second travel time, the third travel time and the deposit work time related to the visit desired registration request from the visit time of the schedule [n + 1] is calculated, and the visit time registerable time The band end time.
In step 50, the time from the start time of the registerable time zone to the end time of the registerable time zone is specified as the registerable time zone of the visit time in the free time zone between the schedule [n] and the schedule [n + 1]. .

  According to the first time zone specifying process, the time zone in which the travel time of the visited place and the time for adjusting the transportation amount are taken into consideration is specified as the registration possible time zone of the scheduled visit related to the visit request registration request. . Further, by selecting the adjustment base with the shortest travel time from the location related to the visit request registration request, it is possible to make an efficient schedule for the sales staff. In addition, after the scheduled visits related to the visit request registration request, after the visitable registration time is specified in the order in which the adjustment time of the transport amount is set, the transport amount exceeds the allowable amount due to the visit related to the visit request registration request The amount of money for transportation can be adjusted.

Here, with reference to FIGS. 2 to 5, a specific example will be described with reference to FIG. 12, with reference to FIGS. 2 to 5, with reference to FIGS. 2 to 5. To do.
In this specific example, as a precondition, the deposit work time of the transport amount is “30 minutes”, the allowable amount is “49,999 yen”, and the transport amount when the sales employee leaves the bank store is “0 yen”. ”Is set. Further, it is assumed that the customer ID that has received the login request is specified as “1” by the login process, and the sales representative ID “1” is acquired from the customer management DB 10D based on the customer ID. Furthermore, it is assumed that the transaction amount is received from the customer terminal 30 as “10,000 yen”, the requested work is “payment”, and the desired visit date is “January 18, 2006”.

  First, the requested work time “25 minutes” corresponding to the requested work “payment” is acquired from the external work management DB 10F. Then, the registered visit schedule on the desired visit date “January 18, 2006” is acquired from the salesperson schedule management DB 10E. In this case, (1) visit time “10:00”, customer ID “2”, (2) visit time “12:00”, customer ID “3”, (3) visit time “13:00” , Customer ID “4”, and (4) visit schedule “16:30” and customer ID “5”, four schedules are acquired.

  Here, when processing is performed in order from the index n being 0, when the index n is 3, that is, after the schedule [3] (schedule of (3)) ends, the schedule [4] ((4) When processing for specifying a registration possible time period until the start of (planned) is performed, the provisional transportation amount is 50,000 yen (the transportation amount is 0 yen when the sales employee leaves the bank store + schedule [3 ], The total transaction amount is 40,000 yen + the transaction amount 10,000 yen related to the visit request registration request), and the provisional transport amount exceeds the allowable amount. Therefore, it is determined that adjustment of the transportation amount is necessary.

  Then, the free time of the schedule [3] and the schedule [4] is 150 minutes (visit time of the schedule [4] 16: 30-end time of the schedule [3] 13:25 (visit time of the schedule [3] 13: 00 + schedule [3] requested work time 25 minutes)). Furthermore, the location of the base with the shortest travel time from the location related to the visit request registration request is acquired from the transport amount adjustment base DB 10G. For example, when “X town branch” has the shortest travel time from the location related to the visit request registration request, the location of “X town branch” is acquired. The travel time (first travel time) between the location of the destination of the plan [3] and the location related to the visit request registration request is acquired as 20 minutes. Travel time (second travel time) is acquired as 25 minutes, and travel time (third travel time) between the location of the base of “X town branch” and the destination of the planned [4] is acquired as 10 minutes. Suppose. Then, the time required for the visit is 110 minutes (first travel time 20 minutes + request work time 25 minutes according to visit request registration request + second travel time 25 minutes + payment work time 30 minutes + third travel time 10 minutes). . At this time, the time required for the visit is less than the vacant time, and the start time of the registerable time zone is the end time 13:45 of the plan [3] (visit of the plan [3] visit time 13: 00 + schedule [3] Work time 25 minutes + first travel time 20 minutes), registration possible time zone end time is 15:00 (visit time of scheduled [4] 16:30-third travel time 10 minutes-deposit work time 30 minutes- 2nd travel time 25 minutes-request work time related to visit request registration request). Therefore, the registration time zone of the visit time from the end of the schedule [3] to the start of the schedule [4] is specified as 13:45 to 15:00.

FIG. 13 shows the contents of the subroutine of the second time zone specifying process.
In step 51, a free time zone between schedule [n] and schedule [n + 1] is calculated. Specifically, a difference obtained by subtracting the end time of schedule [n] (the time obtained by adding the requested work time of schedule [n] to the visit time of schedule [n]) from the visit time of schedule [n + 1] And
In step 52, the travel time between the location of the visit destination of the schedule [n] and the location related to the visit request registration request is acquired and set as the first travel time.

In step 53, the travel time between the location related to the visit request registration request and the location of the planned [n + 1] visit destination is acquired and set as the second travel time.
In step 54, the required visit time for the visit request is calculated. Specifically, the requested work time, the first travel time, and the second travel time related to the visit request registration request are added to obtain the required visit time.

In step 55, it is determined whether or not the required visit time is equal to or less than the free time. When the required visit time is equal to or less than the vacant time, the process proceeds to step 56 (Yes), and when the required visit time is longer than the vacant time, the second time zone specifying process is ended (No).
In step 56, a time obtained by adding the first travel time to the end time of the schedule [n] is calculated and set as the registration time zone start time of the visit time.

In step 57, a time obtained by subtracting the requested work time and the second travel time relating to the visit request registration request from the visit time of the schedule [n + 1] is calculated and set as the visit time registerable time zone end time.
In Step 58, the time from the start time of the registerable time zone to the end time of the registerable time zone is specified as the registerable time zone of the visit time in the empty time zone between the schedule [n] and the schedule [n + 1].

According to the second time zone specifying process, the time zone in which the travel time of the visited site is taken into account is specified as the visitable registration time zone related to the visit request registration request.
FIG. 14 shows the contents of a subroutine for registration processing.
In step 61, it is determined whether or not the desired visit time is included in the registerable time zone specified by the registerable time zone specifying process. When the desired visit time is included in the registerable time zone, the process proceeds to step 62 (Yes), and when the desired visit time is not included in the registerable time zone, the registration process is ended (No).

  In step 62, a new visit schedule is registered in the salesperson schedule management DB 10E based on the visit request registration request. Specifically, the desired visit date, desired visit time, customer ID, and transaction amount related to the visit request registration request are the visit date, visit time, customer ID, and transaction amount of the salesperson schedule management DB 10E, respectively. A new visit schedule is generated and registered as the requested work time of the salesperson schedule management DB 10E.

According to such a registration process, the visit request registration request is reflected only in the registerable time zone specified by the registerable time zone specifying process.
Next, a second embodiment of the present invention will be described.
In 2nd Embodiment, in the 1st time slot | zone specific process of 1st Embodiment, the adjustment time of conveyance amount is provided before the visit which concerns on a visit wish registration request.

In other words, in FIG. 15, in step 71, the free time between the schedule [n] and the schedule [n + 1] is calculated. Specifically, a difference obtained by subtracting the end time of schedule [n] (the time obtained by adding the requested work time of schedule [n] to the visit time of schedule [n]) from the visit time of schedule [n + 1] And
In step 72, the location of the adjustment base registered in the transport amount adjustment base DB 10G that has the shortest travel time with the location related to the visit request registration request is acquired.

In step 73, the travel time between the location of the visit destination of the schedule [n] and the location of the adjustment base is acquired and set as the first travel time.
In step 74, the travel time of the location of the adjustment base and the location related to the visit request registration request is acquired and set as the second travel time.
In step 75, the travel time between the location related to the visit request registration request and the location of the planned [n + 1] visit destination is acquired and set as the third travel time.

In step 76, the time required for the visit related to the visit request registration request is calculated. Specifically, the requested work time, the first travel time, the second travel time, the third travel time, and the deposit work time related to the visit request registration request are added to obtain the required visit time.
In step 77, it is determined whether or not the required visit time is equal to or less than the free time. When the required visit time is equal to or less than the vacant time, the process proceeds to step 78 (Yes), and when the required visit time is longer than the vacant time, the first time zone specifying process is ended (No).

In step 78, a time obtained by adding the first travel time, the deposit work time, and the second travel time to the end time of the schedule [n] is calculated and set as a registration time zone start time of the visit time.
In step 79, a time obtained by subtracting the third travel time from the visit time of the schedule [n + 1] is calculated and set as the registration time zone end time of the visit time.
In step 80, the time from the start time of the registerable time zone to the end time of the registerable time zone is specified as the registerable time zone of the visit time in the free time zone between the schedule [n] and the schedule [n + 1]. .

According to the first time zone specifying process, the visitable period related to the visit request registration request is specified by specifying the registerable time period in the order in which the adjustment time of the transportation amount is provided before the visit schedule related to the visit request registration request. Therefore, the transportation amount can be adjusted before the transportation amount exceeds the allowable amount.
Here, in the second embodiment, with reference to FIGS. 2 to 5 and FIG. 16, the procedure for specifying the registerable time zone when the adjustment of the transportation amount is necessary, which is a feature of the present invention, will be described. A specific example will be described. Since the preconditions and the acquisition of the registered visit schedule are the same as the specific example of the first embodiment, a description thereof will be omitted.

  When the processing is sequentially performed from the time when the index n is 0, when the index n is 3, that is, after the schedule [3] (schedule of (3)) ends, the schedule [4] (schedule of (4)) Temporary transportation amount is 50,000 yen when the processing to specify the registration time zone until the beginning is started (transportation amount 0 yen when the sales employee leaves the affiliated bank store + schedule [3] The total transaction amount is 40,000 yen + the transaction amount 10,000 yen related to the visit request registration request) and the calculated and provisional transport amount exceeds the allowable amount. Therefore, it is determined that adjustment of the transportation amount is necessary.

  Then, the free time of the schedule [3] and the schedule [4] is 150 minutes (visit time of the schedule [4] 16: 30-end time of the schedule [3] 13:25 (visit time of the schedule [3] 13: 00 + schedule [3] requested work time 25 minutes)). Further, the location of the adjustment base having the shortest travel time from the location related to the visit request registration request is acquired from the transport amount adjustment base DB 10G. For example, when “X town branch” has the shortest travel time from the location related to the visit request registration request, the location of “X town branch” is acquired. The travel time (first travel time) between the location of the visit of the plan [3] and the location of the “X town branch” is acquired as 5 minutes, and the location of the “X town branch” and the location related to the visit request registration request Travel time (second travel time) was acquired as 10 minutes, and travel time (third travel time) between the location according to the visit request registration request and the location of the planned [4] visited location was acquired as 15 minutes. To do. Then, the time required for the visit is 85 minutes (first travel time 5 minutes + payment work time 30 minutes + second travel time 10 minutes + request work time 25 minutes related to visit request registration request + third travel time 15 minutes). . At this time, the time required for the visit is less than the vacant time, and the start time of the enrollable time zone is 14:10 (the end time of the scheduled [3] end time 13: 25 + first movement time 5 minutes + payment work time 30 Minutes + second travel time 10 minutes), registration possible time zone end time is 16:15 (visit time 16:30 of schedule [4] −third travel time 15 minutes−request work time related to visit request registration request) 25 minutes). Therefore, the registration time zone of the visit time from the end of the schedule [3] to the start of the schedule [4] is specified as 14: 10-15: 50.

  In the case of the second embodiment, when the transaction amount related to the visit request registration request received from the customer terminal 30 exceeds a predetermined permitted amount, the salesperson cannot carry the transaction amount in the first place. I cannot register my visit schedule. Therefore, when the requested work, transaction amount and desired visit date are received from the customer terminal 30, it is also determined whether or not the transaction amount exceeds a predetermined permitted amount, and if it exceeds, the visit request registration request is rejected. May be. This process corresponds to a rejection step and a rejection means. At this time, if the allowable amount is displayed on the customer terminal 30, it becomes easier for the customer to input the visit request.

  Further, when a customer wishes to deposit a fixed deposit, the deposit amount of the customer's fixed deposit may be used as the transaction amount. By doing so, it is possible to save the trouble of inputting the transaction amount related to the visit request registration request.

  (Supplementary note 1) For each salesperson who conducts bank affairs, a computer sells to a customer using a database in which a visit schedule that includes the visit time zone, location, and transaction amount is registered in association with the customer. A customer visit schedule management method for registering a visit request of an employee, and when a visit request registration request specifying a required time, location, and transaction amount is received from a customer, the customer is referred to the database and is in charge of the customer A visit schedule acquisition step of acquiring a registered visit schedule of the salesperson to be performed, and a visit amount based on the transaction amount related to each visit plan acquired by the visit plan acquisition step and the transaction amount related to the visit request registration request When a visit related to a visit request registration request is made after the schedule, the amount of cash transported by the salesperson exceeds the prescribed value due to the public relations work until that visit A determination step for determining whether or not, based on the visit time zone and location related to each visit schedule acquired by the visit schedule acquisition step, and the required time and location related to the visit request registration request, by the determination step The travel time of the visit destination before and after the visit determined that the transportation amount does not exceed the predetermined value, and the travel time of the visit destination before and after the visit in which the transportation amount is determined to exceed the predetermined value by the determination step. In consideration of the adjustment time for depositing at least a part of the transportation amount, a time zone specifying step for specifying a time zone in which a visit request can be registered, and a time zone specified by the time zone specifying step are presented to the customer, A specified function providing step for providing a function for designating a desired time zone from among them, and causing the computer to sequentially execute the function Question schedule management method.

  (Additional remark 2) The said adjustment time is time for depositing at least one part of the amount of transportation at the adjustment base with the shortest movement time from the customer's location which concerns on the said visit request registration request, It is characterized by the above-mentioned The customer visit schedule management method described.

  (Supplementary note 3) The customer visit schedule management method according to supplementary note 1 or supplementary note 2, wherein, in the determination step, when the customer wishes to deposit a time deposit, the deposit amount is set as a transaction amount.

  (Supplementary note 4) The customer visit schedule management method according to any one of supplementary notes 1 to 3, wherein the time zone specifying step provides an adjustment time after a visit related to the visit request registration request.

  (Supplementary note 5) The customer visit schedule management method according to any one of supplementary notes 1 to 3, wherein the time zone specifying step provides an adjustment time before a visit related to the visit request registration request.

  (Appendix 6) When the visit request registration request is made, if the transaction amount exceeds the predetermined value, the computer further executes a rejection step of rejecting the visit request registration request. The customer visit schedule management method according to appendix 5.

  (Supplementary note 7) The customer visit schedule management method according to any one of supplementary notes 1 to 6, wherein the customer visit schedule is set for each business day.

  (Supplementary note 8) For each salesperson engaged in bank affairs, a database that stores visit schedules that include visit time zones, locations, and transaction amounts associated with customers, as well as time required, location, and transactions from customers A visit plan acquisition unit that acquires a registered visit plan of a salesperson in charge of the customer with reference to the database when a visit request registration request with a specified amount is made, and the visit plan acquisition unit Based on the acquired transaction amount for each visit schedule and the transaction amount for the visit request registration request, if a visit related to the visit request registration request is made after each visit schedule, the sales staff will be responsible for the public relations until that visit. Determining means for determining whether or not the carrying amount of cash to be carried exceeds a predetermined value, and the visit time zone and location relating to each visit schedule acquired by the visit schedule acquisition means; In addition, based on the required time and location related to the visit request registration request, the travel time of the visit destination is transported by the determination means before and after the visit where the transport amount is determined not to exceed a predetermined value by the determination means. Before and after the visit where the amount is determined to exceed the specified value, consider the adjustment time for depositing at least a part of the travel time of the visited place and the transportation amount, and the time period that specifies the time period in which the visit request can be registered And a specification function providing unit for providing a function of presenting a time zone specified by the time zone specification unit to a customer and allowing a user to specify a desired time zone. Customer visit schedule management device.

  (Supplementary note 9) For each salesperson engaged in the bank's external relations business, a computer sells to a customer using a database in which a visit schedule that includes the visit time zone, location, and transaction amount is registered in association with the customer. This is a customer visit schedule management program for registering visit requests of employees. When there is a visit request registration request specifying the required time, location, and transaction amount, the customer is referred to the database and responsible for that customer. A visit schedule acquisition step of acquiring a registered visit schedule of the salesperson to be performed, and a visit amount based on the transaction amount related to each visit plan acquired by the visit plan acquisition step and the transaction amount related to the visit request registration request If a visit related to a visit request registration request is made after the schedule, the amount of cash transported by the salesperson by the external affairs up to that visit will reach the predetermined value. The determination step based on the determination step for determining whether or not the visit schedule and the visit time zone and location related to each visit schedule acquired by the visit schedule acquisition step, and the required time and location related to the visit request registration request The travel time of the visit destination before and after the visit determined that the transportation amount does not exceed the predetermined value by the step, and the visit destination movement before and after the visit determined by the determination step that the transportation amount exceeds the predetermined value. Considering the adjustment time for depositing at least a part of the time and the amount of money to be transported, a time zone specifying step for specifying a time zone in which a visit request can be registered and a time zone specified by the time zone specifying step are presented to the customer And a specified function providing step for providing a function for specifying a desired time zone from among them, and a customer visit schedule for realizing the computer. Yuru management program.

Overall configuration diagram of a customer visit schedule management device embodying the present invention Illustration of customer management DB Explanatory diagram of salesperson schedule management DB Explanatory diagram of the external work management DB Explanatory drawing of transportation amount adjustment base DB Overall processing flowchart Explanatory drawing of the first visit request designation screen Explanatory drawing of the second visit request designation screen Login process flowchart Flow chart of registration time zone identification process Flow chart of first time zone identification process Explanatory drawing of the registration possible time slot | zone in 1st Embodiment Flow chart of second time zone specifying process Flow chart of registration process Flowchart of a modified example of the first time zone specifying process Explanatory drawing of the registration possible time slot | zone in 2nd Embodiment

Explanation of symbols

10 Schedule management device 20 Network 30 Customer terminal

Claims (5)

For each salesperson engaged in bank affairs, a computer stores a visit schedule that includes the visit time zone, location, and transaction amount in association with the customer. A customer visit schedule management method for registering
A visit schedule acquisition step of acquiring a registered visit schedule of a salesperson in charge of a customer who refers to the database when a visit request registration request specifying a required time, location, and transaction amount is received from the customer. When,
Based on the transaction amount related to each visit plan acquired in the visit plan acquisition step and the transaction amount related to the visit request registration request, if a visit related to the visit request registration request is made after each visit plan, A determination step for determining whether or not the cash transport amount carried by the salesperson by the external affairs business exceeds a predetermined value;
Based on the visit time zone and location related to each visit schedule acquired by the visit schedule acquisition step, and the required time and location related to the visit request registration request, the transportation amount does not exceed a predetermined value by the determination step. Before and after the determined visit, deposit the travel time of the visited destination, and before and after the visit determined that the transportation amount exceeds the predetermined value by the determination step, deposit at least a part of the travel time and transportation amount of the visited site. In consideration of the adjustment time, a time zone specifying step for specifying a time zone in which the visit request can be registered,
A designated function providing step of providing a function of presenting a customer with the time zone specified by the time zone specifying step and designating a desired time zone from the customer;
A customer visit schedule management method, characterized by causing a computer to sequentially execute.   2. The customer according to claim 1, wherein the adjustment time is a time for depositing at least a part of the transportation amount at the adjustment base with the shortest travel time from the location of the customer related to the visit request registration request. Visit schedule management method.   3. The customer visit schedule management method according to claim 1, wherein the time zone specifying step sets an adjustment time before a visit related to the visit request registration request.   4. When the visit request registration request is made, if the transaction amount exceeds the predetermined value, the computer further executes a reject step of rejecting the visit request registration request. The customer visit schedule management method described. For each salesperson engaged in bank affairs, a database that records visit schedules that are linked to customers and that include visit times, locations, and transaction amounts;
When there is a visit request registration request in which the required time, location and transaction amount are specified by a customer, a visit plan acquisition means for acquiring a registered visit plan of a salesperson in charge of the customer with reference to the database When,
Based on the transaction amount related to each visit plan acquired by the visit plan acquisition means and the transaction amount related to the visit request registration request, if a visit related to the visit request registration request is made after each visit plan, A determination means for determining whether or not the amount of cash carried by a salesperson by a public relations business exceeds a predetermined value;
Based on the visit time zone and location related to each visit schedule acquired by the visit schedule acquisition means, and the required time and location related to the visit request registration request, the transportation amount does not exceed a predetermined value by the determination means. Before and after the determined visit, the travel time of the visit destination is deposited, and before and after the visit where the transport amount is determined to exceed the predetermined value by the determination means, at least a part of the travel time and transport amount of the visit destination is deposited. In consideration of the adjustment time, a time zone specifying means for specifying a time zone in which the visit request can be registered,
A designated function providing means for presenting a time zone identified by the time zone identifying means to a customer and providing a function for designating a desired time zone from the customer;
A customer visit schedule management device characterized by comprising:

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