JP2011028517A - Questionnaire survey conducting apparatus and method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To obtain questionnaire results effectively usable in marketing. <P>SOLUTION: A questionnaire survey conducting apparatus includes an account management DB 21, a questionnaire DB 23 for storing questionnaire data, a questionnaire extraction part 11 for receiving a questionnaire sending request R issued in response to a user's predetermined action, referring to the account management DB 21 to specify address information corresponding to user identification information included in the questionnaire sending request R, and referring to the questionnaire DB 23 to specify a questionnaire data block corresponding to questionnaire identification information included in the questionnaire sending request R, a questionnaire sending part 31 for sending a questionnaire response request including questionnaire-related data related to the specified questionnaire data block according to the specified address information, a questionnaire response reception part 33, a response storage part 35 for storing questionnaire response data, and a summarization part 15 for summarizing questionnaire survey results. <P>COPYRIGHT: (C)2011,JPO&INPIT

Description

  The present invention relates to a questionnaire execution apparatus and method for transmitting a questionnaire via a network, collecting questionnaire responses, and counting questionnaire responses.

  2. Description of the Related Art A questionnaire system that distributes questionnaire response requests via a network and collects the responses is widely known. For example, Patent Document 1 describes a questionnaire panel extraction method for marketing research.

JP 2007-272567 A

  Incidentally, the questionnaire system using the Internet or the like generally has the following problems. For example, a survey operator who wants to respond to a consumer who has purchased a specific product or provided a service, but the collected survey responses include those who are not eligible to survey ( For example, there may be a case where an answer by a person who has not actually purchased a product to be evaluated in a questionnaire or received a service is included. In addition, a questionnaire may be sent in a while after purchasing a product to be evaluated for a questionnaire or receiving a service, and the questionnaire may be answered with a vague memory. In such a case, it is not possible to adequately meet the need to effectively use the questionnaire results for product and service marketing.

  Accordingly, an object of the present invention is to send a questionnaire in a timely manner and obtain an answer to a consumer who has actually purchased a product or received a service.

  Another object of the present invention is to obtain a questionnaire result that can be effectively used for marketing of goods and services.

  A questionnaire conducting apparatus according to an embodiment of the present invention includes questionnaire data for conducting a questionnaire, comprising a user account storage unit that stores a plurality of user identification information and address information in association with each other, and a plurality of questionnaire data blocks. A questionnaire data storage unit to be stored and a questionnaire transmission request issued in response to a predetermined action by one user, the identification information for identifying the one user and the questionnaire identification information for specifying one questionnaire data block A receiving means for receiving a questionnaire transmission request, and referring to the user account storage unit, identifying address information corresponding to the user identification information included in the questionnaire transmission request, and referring to the questionnaire data storage unit The questionnaire identification included in the questionnaire transmission request A questionnaire extracting means for identifying a questionnaire data block corresponding to the report, and a questionnaire response including questionnaire related data related to the questionnaire data block identified by the questionnaire extracting means based on the address information identified by the questionnaire extracting means A sending means for sending a request; an obtaining means for obtaining questionnaire response data in response to the questionnaire answer request; an answer storage unit for storing the obtained answer data of the questionnaire; and a questionnaire with reference to the answer data And tally means for tallying the results.

  In a preferred embodiment, the questionnaire storage unit further stores conditions according to customer attributes for each questionnaire data block, and the questionnaire execution device is configured to store the customer identification information customer included in the questionnaire transmission request. , Further comprising means for inquiring whether or not a condition corresponding to the questionnaire data block relating to the questionnaire identification information included in the questionnaire transmission request is satisfied, wherein the transmission means is configured as a result of the inquiry by the inquiry means, If is satisfied, the questionnaire response request may be transmitted.

  In a preferred embodiment, the information processing apparatus may further include registration acceptance means for accepting input of conditions corresponding to the customer data corresponding to the questionnaire data block data and the questionnaire data block data, and registering in the questionnaire data storage unit. .

  In a preferred embodiment, the counting means provides a screen for accepting selection of one counting period and one counting method from a plurality of predetermined counting periods and a plurality of predetermined counting methods, The questionnaire results may be aggregated according to one aggregation period and one aggregation method selected on the screen.

  In a preferred embodiment, the counting means includes a first counting period based on a questionnaire answer date and a second counting period different from the first counting period, the questionnaire answer date being the first counting period. The answer data belonging to the period and the answer data belonging to the second aggregation period may be aggregated.

  In a preferred embodiment, the information processing apparatus may further include an output unit that outputs the answers to the same question in comparison with the total result obtained during the first total period and the total result obtained during the second total period. Good.

  In a preferred embodiment, the predetermined action by the user may be either an instruction to purchase or sell a financial product, and an instruction to deposit or withdraw an account.

It is a block diagram of the automatic questionnaire system which concerns on one Embodiment of this invention. An example of the account management table 210 is shown. An example of the questionnaire data block 230 is shown. An example of the questionnaire management table 240 is shown. An example of the transition of the questionnaire registration page is shown. An example of the answer data block 350 is shown. It is a flowchart which shows the process sequence of the questionnaire management server. It is a flowchart which shows the process sequence of the questionnaire transmission / reception server. An example of the questionnaire totalization page screen 500 is shown. An example of the questionnaire totalization page screen 500 is shown. An example of the questionnaire totalization page screen 600 is shown. It is a flowchart which shows the process sequence for calculating the questionnaire total page screen 600. FIG.

  Hereinafter, an automatic questionnaire system according to an embodiment of the present invention will be described with reference to the drawings. This system is a system for conducting a questionnaire survey to a purchaser of a predetermined product or a customer who has received a service. The subject that conducts the questionnaire may not be a merchandise seller or a service provider. In the present embodiment, a case where a questionnaire survey is performed on a user of a trading system that buys and sells financial products will be described as an example.

  FIG. 1 is a configuration diagram of an automatic questionnaire system according to the present embodiment. As shown in the figure, the present system is connected to a questionnaire execution apparatus comprising a questionnaire management server 1 and a questionnaire transmission / reception server 3, one or more administrator terminals 5, and a questionnaire transmission / reception server 3 via a network such as the Internet. And one or more user terminals 6. Further, one or more user information management servers 7 and one or more trading systems 8 are connected to the questionnaire management server 1. The user information management server 7 manages personal information of users of the trading system 8.

  The questionnaire management server 1, questionnaire transmission / reception server 3, administrator terminal 5, user terminal 6, user information management server 7, and trading system 8 are all configured by, for example, a general-purpose computer system, and each server and terminal described below The individual components or functions in 1, 3, 5, 6, 7, and 8 are realized by executing a computer program, for example. This computer program can be stored in a computer-readable recording medium.

  The questionnaire management server 1 includes a questionnaire extraction unit 11, an attribute inquiry processing unit 13, a totalization processing unit 15, a questionnaire registration unit 17, an account management database 21, a questionnaire database 23, and a questionnaire data storage unit 25. .

  The account management database 21 manages user accounts of users who are subject to questionnaire surveys by this system. For example, the account management database 21 stores identification information and address information of a plurality of users in association with each other.

  FIG. 2 shows an example of the account management table 210 stored in the account management database 21. The account management table 210 has a group ID 211, a user ID 213, an e-mail address 215, and a user evaluation 217 as data items.

  The group ID 211 is identification information for managing users by group. The group ID 211 may be, for example, the company ID of each company that owns the user information management server 7 and the trading system 8. Thereby, when this system performs the questionnaire with respect to the user of the some trading system 8, a user can be grouped and managed for every company which owns each trading system 8. FIG. In this case, as will be described later, if the aggregation process performed by the aggregation processing unit 15 is performed for each group ID 211, the questionnaire results can be aggregated for each user of the company.

  The user ID 213 is identification information for uniquely identifying each user in this system. The user ID 213 may be different from the user identification information used in the user information management server 7 and the trading system 8 in order to protect personal information. The user evaluation 217 is an evaluation for the user set based on the questionnaire response status of each user in the past. For example, the user evaluation may store information indicating whether or not the user should be the target of the questionnaire. This may determine whether or not the user is a serious user who answers the questionnaire based on the answers to the past questionnaires. When the aggregation processing unit 15 performs aggregation, a user's answer whose user evaluation 217 is equal to or less than a predetermined criterion may be excluded from the aggregation target.

  The questionnaire database 23 stores questionnaire data for conducting a questionnaire survey to the user. The questionnaire database 23 stores questionnaire data for conducting a questionnaire composed of a plurality of questionnaire data blocks 230. One questionnaire data block 230 is used for one questionnaire survey. That is, the questionnaire data is stored in the questionnaire database 23 in which data related to one questionnaire is made into a block.

  An example of the questionnaire data block 230 is shown in FIG.

  As shown in the figure, the questionnaire data block 230 includes, as data items, a questionnaire No 231 that identifies the questionnaire data block 230, a question 233, an answer format 235, and an option 237. A plurality of questions are stored in the question 233 area. The answer format 235 is either “single” indicating a single answer for selecting only one option, “multi” indicating a multiple answer for selecting one or more options, or “free” indicating a free answer for freely describing. Is set. A plurality of options for the question 233 are stored in the option 237 area.

  The questionnaire database 23 further stores a questionnaire management table 240 that stores attribute information of each questionnaire data block 230.

  FIG. 4 shows an example of the questionnaire management table 240.

  The questionnaire management table 240 has questionnaire No 241, questionnaire name 243, and conditions 245 to 248 as data items.

  The condition 245 is a trigger condition for each questionnaire data block. That is, the condition 245 indicates a condition serving as a trigger for transmitting a questionnaire using the questionnaire data block of the questionnaire No241.

  The condition 246 is a condition according to the user attribute for each questionnaire data block. That is, the condition 246 indicates a user attribute to which a questionnaire using the questionnaire data block of the questionnaire No 241 is transmitted.

  The condition 247 indicates an expiration date for each questionnaire data block. That is, the condition 247 indicates the survey period for each survey No. 241.

  The condition 248 indicates the sampling rate for each questionnaire data block. That is, the questionnaire management server 1 performs sampling of users at a rate indicated by the condition 248, and determines a user to be sent a questionnaire.

  Next, returning to FIG. 1, the questionnaire registration unit 17 accepts registration of questionnaire data. For example, the questionnaire registration unit 17 sends the page data of the questionnaire registration screen to the administrator terminal 5 and displays the questionnaire registration page on the Web browser of the administrator terminal 5. The administrator can register a questionnaire including a desired question from the administrator terminal 5 via this questionnaire registration page.

  FIG. 5 shows an example of the transition of the questionnaire registration page.

  First, FIG. A shows an initial screen 400 for questionnaire registration. In this initial screen 400, an input of a questionnaire name and a condition 245 that triggers questionnaire transmission is accepted.

  When the input on the initial screen 400 is completed, the screen transitions to the input screen 410 for the condition 246 regarding the user attributes shown in FIG. The input screen 410 accepts input of conditions related to personal attributes such as age, gender, annual income, and financial assets.

  When the input on the input screen 410 is completed, the screen transitions to the input screen 420 of the condition 247 regarding the questionnaire implementation period shown in FIG. The input screen 420 accepts input of the questionnaire end time.

  When the input on the input screen 420 is completed, the screen transitions to the input screen 430 of the condition 248 relating to the sampling of the transmission target of the questionnaire shown in FIG. In the input screen 430, an input regarding the sampling rate of the questionnaire transmission target is accepted.

  When the input on the input screen 430 is completed, the screen transitions to a questionnaire question input screen 440 shown in FIG. On the input screen 440, a question template prepared in advance is displayed. The administrator can input a question by making a desired correction based on the question template.

  The questionnaire registration unit 17 acquires the data input on the screens 500 to 540 and registers it in the questionnaire database 23. Further, the questionnaire registration unit 17 notifies the trading system 8 of the questionnaire No 241 and the condition 245.

  Here, the trading system 8 is a system for buying and selling financial products. A user can access the trading system 8 from his / her user terminal 6 and buy and sell financial products online. The trading system 8 holds the questionnaire No 241 and the condition 245 notified from the questionnaire registration unit 17. When the user performs a predetermined action that becomes a predetermined trigger in the trading system 8, the trading system 8 issues a questionnaire transmission request R to the questionnaire extraction unit 11. The trading system 8 may issue a questionnaire transmission request R when the user performs any of the actions indicated in the condition 245, for example, an instruction to purchase or sell a financial product and an instruction to deposit / withdraw an account. . Financial instruments include securities, foreign currency transactions, financial derivatives, and so on.

  In addition, as a user's action which becomes a trigger which issues the questionnaire transmission request | requirement R, you may be other than the transaction action of the financial product mentioned above. For example, browsing information about financial products (for example, browsing websites introducing financial products, browsing documents related to financial product transactions such as prospectuses, browsing market price information such as stocks), For example, logging in to a website for trading or introducing financial products, making inquiries to a call center, receiving a solicitation from a salesperson, etc. In order to issue a questionnaire transmission request R using a user's action other than the transaction behavior of the financial product as a trigger, the user's action as described above is registered in the questionnaire registration unit 17 as the condition 245. Then, instead of or in addition to the trading system 8, a Web site that accepts a Web page transmission request with identification information (for example, a user ID and a password) that uniquely identifies the user and performs transactions and introductions of financial products as a user terminal A website display system to be displayed is provided, and a questionnaire transmission request R is issued from the website display system to the questionnaire extraction unit 11. Alternatively, instead of or in addition to the trading system 8, a consultant management system provided in a call center or a sales management system used by a salesperson is connected to the questionnaire management server 1, and a consultant ID and consultation content are connected to the consultant management system. Or a customer ID and sales details are input to the sales management system, and the questionnaire transmission request R may be issued from these systems to the questionnaire extraction unit 11. In any case, a user's behavior information input to these systems is sent to the questionnaire management server 1 with the user's identification information, so that a questionnaire is automatically generated using the user's behavior as a trigger.

  The questionnaire extraction unit 11 extracts a questionnaire to be transmitted to the user. The questionnaire extraction unit 11 is a questionnaire transmission request R issued in response to a predetermined action by one user, and includes the identification information of the one user and the questionnaire identification information for specifying one questionnaire data block A questionnaire transmission request R is accepted. In the present embodiment, the questionnaire transmission request R is transmitted from the trading system 8.

  The questionnaire transmission request R includes user identification information and questionnaire identification information. The user identification information may be, for example, a user ID. The questionnaire identification information is information for specifying the questionnaire data block 230 to be transmitted to the user specified by this user ID. For example, the questionnaire identification information may be the identification information (questionnaire No.) itself of the questionnaire data block 230. Alternatively, the questionnaire identification information may also be an action (for example, a code indicating payment, collection, purchase, sale, etc.) triggered by the user specified by the user ID to issue the questionnaire transmission request R. good.

  The questionnaire extraction unit 11 refers to the user account storage unit (account management table 210), specifies address information corresponding to the user identification information included in the questionnaire transmission request R, and also stores the questionnaire data storage unit (survey database) 23), the questionnaire data block 230 corresponding to the questionnaire identification information included in the questionnaire transmission request R is specified. That is, based on the questionnaire transmission request R, the questionnaire extraction unit 11 determines which questionnaire data block is transmitted to which user.

  In addition, the questionnaire extraction unit 11 determines whether or not to transmit a questionnaire to the user indicated by the user identification information included in the questionnaire transmission request R. For example, when the user ID and the questionnaire No are included in the questionnaire transmission request R, the questionnaire extracting unit 11 refers to the questionnaire management table 240 and indicates the user ID according to the conditions 246, 247, and 278 corresponding to the questionnaire No. Decide whether to send a questionnaire to the user. For example, the questionnaire extraction unit 11 instructs the attribute inquiry processing unit 13 to inquire whether the user specified in the questionnaire transmission request R has the user attribute of the condition 246. And the questionnaire extraction part 11 determines whether the user is made into a questionnaire transmission object according to the answer. In addition, when the expiration date of the condition 247 has passed, the questionnaire extraction unit 11 stops the process for transmitting the questionnaire and does not transmit the questionnaire. Further, the questionnaire extraction unit 11 generates pseudo random numbers, for example, and samples the questionnaire transmission target according to the sampling ratio indicated in the condition 248.

  The questionnaire extracting unit 11 extracts an email address to be sent as a questionnaire and a questionnaire data block to be transmitted by the above process, and transmits the extracted email address and the questionnaire data block to the questionnaire transmission / reception server 3. At this time, the group ID and user ID may also be notified.

  The attribute inquiry processing unit 13 makes an inquiry to the user information management server 7 regarding user attributes. In this embodiment, the user's personal information held by the questionnaire management server 1 and the questionnaire transmission / reception server 3 is only an email address. That is, the questionnaire management server 1 and the questionnaire transmission / reception server 3 do not hold other personal information. Therefore, for example, when the user attribute is set in the condition 246, the attribute inquiry processing unit 13 determines whether the user to whom the questionnaire is transmitted satisfies the condition 246 according to the instruction from the questionnaire extracting unit 11. To the user information management server 7.

  For example, when the attribute inquiry processing unit 13 receives a notification of the user attribute and the user attribute set in the condition 246 from the questionnaire extracting unit 11 (for example, a man over 50 years old with financial assets of 100 million yen or more), the user ID And the user attribute is notified to the user information management server 7, and the attribute inquiry is performed. At this time, the user information management server 7 is notified as an answer to the above inquiry whether or not the user of the user ID is a user having the designated attribute. The attribute inquiry processing unit 13 notifies the questionnaire extraction unit 11 of this answer.

  Next, the totalization processing unit 15 refers to the questionnaire response data and totals the questionnaire results. The aggregation processing unit 15 may directly refer to the response data stored in the questionnaire response data storage unit 35 at the time of aggregation, or copy the questionnaire response data to the questionnaire management server 1 and refer to the copied data. You may count while doing. Further, the totalization processing unit 15 may perform totalization by a totalization request from the administrator terminal 5. For example, the totalization processing unit 15 provides total page data to the administrator terminal 5, for example, and the Web browser of the administrator terminal 5 displays this total page screen. The aggregation processing unit 15 receives the aggregation request via the aggregation page screen and further displays the aggregation result. The detailed counting method of the counting processing unit 15 and the details of the questionnaire counting page will be described later.

  Next, the questionnaire transmission / reception server 3 will be described.

  The questionnaire transmission / reception server 3 includes a questionnaire transmission unit 31, a response reception unit 33, and a questionnaire response data storage unit 35.

  The questionnaire transmission unit 31 transmits a questionnaire response request including questionnaire related data related to the questionnaire data block specified by the questionnaire extraction unit 11 based on the address information (e-mail address) specified by the questionnaire extraction unit 11. .

  For example, the questionnaire transmission unit 31 receives a notification of an email address and a questionnaire data block from the questionnaire extraction unit 11. Here, the questionnaire transmission unit 31 may synthesize the questionnaire page data by applying the contents of the questionnaire data block to a template described in HTML (Hyper Text Markup Language) in advance. Then, the questionnaire transmission unit 31 generates a questionnaire response request including the URL (Uniform Resource Locator) of this questionnaire page as the questionnaire related data, and transmits it to the email address notified from the questionnaire extraction unit 11 by email. .

  When the user who has received the questionnaire response request by e-mail accesses the URL included in the questionnaire response request, the questionnaire page is displayed on the display device of the user terminal 6 by the Web browser installed in the user terminal 6. The user can input a questionnaire response to the questionnaire page. When the questionnaire response is completed, the questionnaire response data is transmitted from the user terminal 6 to the questionnaire transmission / reception server 3 by a predetermined operation of the user.

  The answer receiving unit 33 acquires the answer data of the questionnaire corresponding to the questionnaire answer request transmitted from the user terminal 6. The answer receiving unit 33 stores the answer data acquired here in 35.

  The questionnaire response data storage unit 35 stores the response data of the questionnaire acquired by the response receiving unit 33. The answer data is composed of a plurality of answer data blocks. An answer to one questionnaire data block becomes one answer data block.

  FIG. 6 shows an example of the answer data block 350. As shown in the figure, the answer data block 350 includes questionnaire No. 351, group ID 352, user ID 353 indicating the user who answered, answer contents 355, and answer date 356 as data items.

  The group ID 352 and the user ID 353 may be embedded in the questionnaire sending unit 31 when generating the questionnaire page, or when the answer receiving unit 33 collects the questionnaire, You may set based on.

  In the answer contents 355, the single answer selected 353a is associated with one selected option. For the multiple answer question 555b, “1” indicating that each option is selected or “0” indicating that the option is not selected is stored for each option. The text inputted by the user is stored as it is for the free answer question 555c.

  The reply date and time 356 indicates, for example, the date and time when the answer by the user is transmitted to the questionnaire transmission / reception server 3 or the date and time when the questionnaire transmission / reception server 3 receives the reply.

  Here, a specific method of counting response data by the counting processing unit 15 will be described.

  For example, the aggregation processing unit 15 determines the first and second aggregation periods based on the questionnaire response date and time 356, and selects the answers whose questionnaire response date belongs to the first aggregation period and the answers that belong to the second aggregation period. , Respectively. The lengths of the first and second tabulation periods may be the same or different. The length of the first and second tabulation periods may be, for example, one day, one week, one month, one year, etc. Further, the first counting period and the second counting period may be vacant, or both periods may be continuous. For example, a period such as one day, one week, one month, or one year may be separated between the first aggregation period and the second aggregation period.

  The aggregation processing unit 15 may aggregate each questionnaire No 351, each group ID 352, or each user ID. Further, the aggregation processing unit 15 can perform aggregation by arbitrarily setting the aggregation period using the answer date 356. For example, the aggregation period may be today, this week, this month, or the like. The total period can also be set by the administrator from the administrator terminal 5. In addition, the aggregation processing unit 15 may exclude a user's answer that is not evaluated well in the user evaluation 217 from the aggregation target. The totalization processing unit 15 can totalize the above two or more totalization methods in any combination.

  A processing procedure in the automatic questionnaire system having the above-described configuration will be described.

  First, a procedure for sending a questionnaire response request will be described with reference to the flowcharts of FIGS.

  When the questionnaire management server 1 receives the questionnaire transmission request R from the trading system 8, the following processing is started (S11). As described above, the questionnaire transmission request R is issued as a trigger when the user makes deposits / withdraws, buys and sells financial products, etc. in the trading system 8. Therefore, in this system, a questionnaire response request is transmitted to the user who took the action with the user's own action as a trigger.

  When the questionnaire management server 1 receives the questionnaire transmission request R, the questionnaire extraction unit 11 refers to the questionnaire management table 240 and specifies the conditions 246 to 248 corresponding to the questionnaire No included in the questionnaire transmission request R. Then, the user with the user ID included in the questionnaire transmission request R inquires of the attribute inquiry processing unit 13 whether the user attribute shown in the condition 246 is satisfied (S13).

  As described above, the attribute inquiry processing unit 13 transmits the user ID and the condition 246 to the user information management server 7 to make an attribute inquiry. The attribute inquiry processing unit 13 receives from the user information management server 7 a determination result as to whether or not the user with the user ID satisfies the condition 246.

  When the determination result acquired from the user information management server 7 indicates that the user with the user ID does not satisfy the condition 246 (S13: No), the questionnaire extracting unit 11 ends the process without transmitting the questionnaire.

  When the determination result acquired from the user information management server 7 indicates that the user with the user ID satisfies the condition 246 (S13: Yes), the questionnaire extracting unit 11 determines whether the conditions 247 and 248 are satisfied (S14, S15). ). That is, the questionnaire extraction unit 11 determines that the time limit indicated by the condition 247 has not passed. Further, the questionnaire extraction unit 11 determines whether or not to make this user a questionnaire response request transmission target in accordance with the sampling rate indicated in the condition 247.

  When the condition 247 is not satisfied (S14: No) and when the condition 248 is not satisfied (S15: No), the questionnaire extracting unit 11 ends the process without transmitting the questionnaire.

  When the condition 247 and the condition 248 are satisfied (S14, S15: Yes), the questionnaire extraction unit 11 sets an e-mail address 215 corresponding to the user ID included in the questionnaire transmission request R from the account management table 210. Obtain (S17).

  The questionnaire extracting unit 11 further acquires the questionnaire data block 230 of the questionnaire No included in the questionnaire transmission request R from the questionnaire database 23 (S19).

  The questionnaire extraction unit 11 notifies the questionnaire transmission unit 31 of the email address 215 and the questionnaire data block 230, and instructs the questionnaire transmission unit 31 to transmit the questionnaire (S21).

  Subsequently, as shown in FIG. 8, the questionnaire transmission / reception server 3 transmits a questionnaire response request.

  The questionnaire transmitting unit 31 generates questionnaire page data based on the questionnaire data block 230 transmitted from the questionnaire extracting unit 11 (S25). The questionnaire transmission unit 31 generates a URL for accessing the questionnaire page, generates a questionnaire response request with the URL attached, and transmits it to the e-mail address 215 (S27).

  Thereby, a questionnaire response request can be transmitted using a user's predetermined behavior on the trading system as a trigger.

  Next, counting of questionnaire results will be described with reference to FIGS. 9 and 10.

  9 and 10 show an example of the questionnaire totalization page screen 500. FIG. The questionnaire totaling page screen 500 has a questionnaire information display unit 510, a totaling condition display unit 520, and a totaling result display unit 530, as shown in FIG.

  The questionnaire information display unit 510 displays information related to questionnaires conducted by the questionnaire management server 1 and the questionnaire transmission / reception server 3. For example, the questionnaire information display unit 510 displays information stored in the questionnaire management table 240. The administrator can select a questionnaire to be aggregated in the questionnaire information display unit 510.

  The administrator selects a questionnaire totaling method in the totaling condition display unit 520. For example, in the case of the figure, the questionnaire totaling period can be selected on the basis of the date when the questionnaire responses are collected. For example, it is possible to select an aggregation using data with a collection date of “today”, “this week”, or “this month”. In addition, the aggregation condition display unit 520 can select either time series aggregation (time series) or simple total aggregation (total) for each answer date as the aggregation method (type).

  The totaling result display unit 530 includes data for the totaling period specified by the totaling condition display unit 520 among the answer data of the questionnaire selected by the questionnaire information display unit 510, and the totaling method specified by the totaling condition display unit 520. The result of aggregation is displayed. For example, in the example of FIG. 9, the total result when the period is “today” and the type is “total” is displayed on the total result display unit 530. That is, the distribution of the answer results for each question item is displayed as a percentage for the answer date 356 of today's answer data 350. In the example of FIG. 10, the tabulation result display unit 530 displays the tabulation result when “current month” is selected as the period and “time series” is selected as the type. In other words, for the answer data 350 whose answer date 356 is the date of the current month, the answer results for each question item are tabulated by answer date, and the changes are displayed in time series. In other words, the tabulation result display unit 530 displays the tabulated result for each item with the tabulation period as one day for the answer data 350 whose answer date 356 is the date of the current month.

  As a result, real-time counting is possible in which the latest response data on the day of collection is reflected in the counting.

  Furthermore, the answer tendency for each question according to the answer date can be grasped by time series aggregation. Thereby, as will be described later, it is possible to consider the relationship between the social situation of the answer date and the answer tendency.

  Next, FIG. 11 shows an example of a questionnaire count page screen 600 according to another aspect.

  The questionnaire totaling page screen 600 includes a questionnaire information display unit 610, a totaling condition display unit 620, and a totaling result display unit 630 as in the case of the questionnaire totaling page screen 500. In the case of the questionnaire totaling page screen 600, the totaling condition display unit 620 accepts designation of two different totaling periods (totaling periods 1 and 2). This total period may be specified manually by the administrator, or may be selected by the administrator from candidates prepared in advance. The total result display unit 630 displays the total results for the total periods 1 and 2 in comparison.

  Next, FIG. 12 is a flowchart showing a processing procedure for totaling the questionnaire totalization page screen 600 of FIG.

  When the questionnaire totaling page screen 600 is displayed on the administrator terminal 5, when a questionnaire is selected by the questionnaire information display unit 610 and the totaling periods 1 and 2 are specified by the totaling condition display unit 620, the administrator terminal 5 Aggregation request is issued from. The aggregation processing unit 15 receives the aggregation request (S31). This aggregation request includes the questionnaire No. of the questionnaire selected by the questionnaire information display unit 610 and the aggregation periods 1 and 2 specified by the aggregation condition display unit 620.

  The aggregation processing unit 15 refers to the questionnaire response data storage unit 35 and acquires target data for the aggregation period 1 (S33). Then, the aggregation processing unit 15 performs predetermined aggregation for each question for the aggregation period 1 (S35).

  Furthermore, the totalization processing unit 15 refers to the questionnaire response data storage unit 35 and acquires target data for the totaling period 2 (S37). Then, the aggregation processing unit 15 performs a predetermined aggregation for each question for the aggregation period 2 (S39).

  The aggregation processing unit 15 transmits the aggregation results of the aggregation periods 1 and 2 to the administrator terminal 5 and causes the aggregation result display unit 630 to display them (S41).

  As described above, by setting the aggregation periods to different times, it is possible to grasp the answer results at different times. Then, by comparing the aggregated results of responses at different times, it is possible to grasp the difference in response tendency according to the response times.

  Since the questionnaire response request according to the present embodiment is issued based on the user's behavior in the trading system 8, the same questionnaire can be conducted over a long period of time. Meanwhile, the social situation changes in various ways, such as changes in the economic situation, economic fluctuations, incidents and accidents. Along with this change in social conditions, consumer psychology changes in various ways. Such consumer sentiment is generally considered to be reflected in the questionnaire results. That is, it is possible to grasp current and past consumer sentiments by analyzing changes in social situations and questionnaire results in association with each other. And the result can be used for marketing.

  In particular, in this embodiment, since a questionnaire is conducted with respect to the users of the online trading system 8, changes in the economic situation greatly affect the psychology of the users. Therefore, by appropriately analyzing the economic situation and the questionnaire results, it can be effectively used for marketing of the online trading system 8.

  The above-described embodiments of the present invention are examples for explaining the present invention, and are not intended to limit the scope of the present invention only to those embodiments. Those skilled in the art can implement the present invention in various other modes without departing from the gist of the present invention.

  For example, the above-described questionnaire management server and questionnaire transmission server can be realized by a single computer machine, or can be realized by dividing each of them into a single computer machine. Further, if the questionnaire management server holds the user's personal information, the user information management server can be omitted.

DESCRIPTION OF SYMBOLS 1 Questionnaire management server 3 Questionnaire transmission / reception server 5 Administrator terminal 6 User terminal 7 User information management server 8 Trading system 11 Questionnaire extraction part 13 Attribute inquiry process part 15 Total process part 17 Questionnaire registration part 21 Account management database 23 Questionnaire database 25 Questionnaire data Storage unit 31 Questionnaire transmission unit 33 Response reception unit 35 Questionnaire response data storage unit 210 Account management table 230 Questionnaire data block 240 Questionnaire management table 350 Response data block 500, 600 Questionnaire aggregation page screen 600 Questionnaire aggregation page screen R Questionnaire transmission request

Claims (9)

A user account storage unit that stores identification information and address information of a plurality of users in association with each other;
A questionnaire data storage section for storing questionnaire data for conducting a questionnaire, comprising a plurality of questionnaire data blocks;
Accepting means for accepting a questionnaire transmission request issued in response to a predetermined action by one user and including the identification information of said one user and questionnaire identification information for specifying one questionnaire data block When,
Refer to the user account storage unit to identify address information corresponding to user identification information included in the questionnaire transmission request, and refer to the questionnaire data storage unit to include a questionnaire included in the questionnaire transmission request Questionnaire extraction means for identifying a questionnaire data block corresponding to the identification information;
Transmitting means for transmitting a questionnaire response request including questionnaire related data related to the questionnaire data block specified by the questionnaire extracting means based on the address information specified by the questionnaire extracting means;
Acquisition means for acquiring questionnaire response data in response to the questionnaire response request;
An answer storage unit for storing answer data of the acquired questionnaire;
A questionnaire execution apparatus comprising: a counting unit that calculates the questionnaire results with reference to the answer data. The questionnaire storage means further stores conditions according to customer attributes for each questionnaire data block,
The questionnaire execution device further includes means for inquiring whether or not a customer of customer identification information included in the questionnaire transmission request satisfies a condition corresponding to a questionnaire data block related to the questionnaire identification information included in the questionnaire transmission request. Have
The questionnaire execution apparatus according to claim 1, wherein the transmission unit transmits the questionnaire response request when the condition is satisfied as a result of the inquiry by the inquiry unit.   The questionnaire conducting device according to claim 2, further comprising: a registration receiving unit that receives input of conditions according to the questionnaire data block data and the customer attribute corresponding to the questionnaire data block data, and registers in the questionnaire data storage unit. .   The aggregation means provides a screen for accepting selection of one aggregation period and one aggregation method from a plurality of predetermined aggregation periods and a plurality of predetermined aggregation methods, and is selected on the screen The questionnaire implementation device according to claim 1, wherein the questionnaire results are totaled according to one counting period and one counting method.   The tabulation means includes a first tabulation period based on a questionnaire reply date, and a second tabulation period that is different from the first tabulation period, answer data in which the questionnaire reply date belongs to the first tabulation period, And the questionnaire implementation apparatus in any one of Claims 1-3 which totals the response data which belong to the said 2nd total period, respectively.   The questionnaire according to claim 5, further comprising: an output unit that outputs the answers to the same question in comparison with the total result obtained during the first total period and the total result obtained during the second total period. Implementation device.   The questionnaire implementation device according to claim 1, wherein the predetermined action by the user is any one of an instruction to purchase or sell a financial product and an instruction to deposit and withdraw an account. Questionnaire implementation apparatus comprising: a user account storage unit that associates and stores identification information and address information of a plurality of users; and a questionnaire data storage unit that stores questionnaire data for conducting a questionnaire, which includes a plurality of questionnaire data blocks Is a questionnaire implementation method,
Receiving a questionnaire transmission request issued in response to a predetermined action by one user, including the identification information of the one user and the questionnaire identification information for specifying one questionnaire data block; ,
Refer to the user account storage unit to identify address information corresponding to user identification information included in the questionnaire transmission request, and refer to the questionnaire data storage unit to include a questionnaire included in the questionnaire transmission request Identifying a questionnaire data block corresponding to the identification information;
Transmitting a questionnaire response request including questionnaire related data related to the questionnaire data block identified by the questionnaire extraction means based on the identified address information;
Obtaining questionnaire response data in response to the questionnaire response request;
Referring to the answer data, and counting the questionnaire results. Questionnaire implementation apparatus comprising: a user account storage unit that associates and stores identification information and address information of a plurality of users; and a questionnaire data storage unit that stores questionnaire data for conducting a questionnaire, which includes a plurality of questionnaire data blocks In addition,
Receiving a questionnaire transmission request issued in response to a predetermined action by a user, the questionnaire transmission request including identification information of the one user and questionnaire identification information for specifying one questionnaire data block; ,
Refer to the user account storage unit to identify address information corresponding to user identification information included in the questionnaire transmission request, and refer to the questionnaire data storage unit to include a questionnaire included in the questionnaire transmission request. Identifying a questionnaire data block corresponding to the identification information;
Transmitting a questionnaire response request including questionnaire related data related to the questionnaire data block identified by the questionnaire extraction means based on the identified address information;
Obtaining questionnaire response data in response to the questionnaire response request;
A computer program for executing the step of counting questionnaire results with reference to the answer data.

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