JP2013073569A - Business management system and input support program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide input candidates of information to be input in a system from document information including business contents such as business activities, and achieve an environment of input to the system through the input candidates.SOLUTION: A business management system comprises: a storage part for storing specific keywords associated with each input item corresponding to business activity information stored through an input screen; an interface part for receiving document information including activity contents related to the business activity information; an analysis part for extracting keywords from the document information; a matching part for checking whether the extracted keywords match any specific keyword; an input candidate creation part for creating input candidate information by using a first keyword of the document information matching a specific keyword or a second keyword related to the first keyword among the extracted keywords; and an input support control part for making the input screen displayed on a terminal device on the basis of operation input for the input candidate information provided to the terminal device.

Description

  Embodiments described herein relate generally to an input support technology for a business management system such as a business activity.

  Conventionally, various business management systems have been proposed for improving the business efficiency of corporate activities. The business management system is used, for example, for business support and business management for improving business efficiency by managing information such as business contents, schedules, and results of employees and operators by a computer.

  In the business management system, one or a plurality of input screens are provided on the terminal device, and an employee, an operator, or the like inputs various information such as business contents, schedules, and results from the input screen.

JP 2005-284607 A

  The purpose is to provide a sales management system and an input support program for generating input candidates for information to be input to the system from document information including business contents such as business activities and realizing an input environment to the system through the input candidates. To do.

  The business management system according to the embodiment is a business management system that stores business activity information input from a predetermined input screen via a terminal device and performs input control through the input screen. The sales management system includes a storage unit for storing a specific keyword associated with an input item corresponding to the sales activity information stored through the input screen, and document information including an activity content related to the stored sales activity information. A receiving interface unit; an analysis unit that extracts a keyword from the document information; a matching unit that matches the extracted keyword and the specific keyword; and a first keyword of the document information that matches the specific keyword Alternatively, an input candidate generating unit that generates input candidate information using a second keyword related to the first keyword among the extracted keywords, and an operation input for the input candidate information provided to the terminal device An input support control unit for displaying the input screen on the terminal device, Including.

It is a figure which shows an example of the business management system (sales management system) to which the input assistance function of Embodiment 1 was applied. 1 is an example of a configuration block diagram of a business management system of Embodiment 1. FIG. FIG. 3 is an explanatory diagram of an input support function according to the first embodiment. FIG. 3 is an example of a configuration block diagram of an input support control unit according to the first embodiment. 6 is a diagram illustrating an example of an input support screen according to the first embodiment. FIG. 3 is a flowchart illustrating a processing flow of input support control according to the first embodiment. 6 is a flowchart illustrating a processing flow of input candidate information generation processing according to the first embodiment. 6 is a flowchart illustrating a processing flow of input candidate information generation processing according to the first embodiment. (A) is an example of customer information, (b) is a figure which shows an example of sales representative information. It is a figure which shows an example of the activity classification information of Embodiment 1. (A) is an activity classification keyword, (b) is a case keyword, (c) is a figure which shows an example of a prospective keyword. It is a figure which shows an example of the input screen (case information) of Embodiment 1. It is a figure which shows an example of the item information of Embodiment 1. It is a figure which shows an example of the input screen (activity plan) of Embodiment 1. It is a figure which shows an example of the activity plan information of Embodiment 1. It is a figure which shows an example of the input screen (activity performance) of Embodiment 1. It is a figure which shows an example of the activity performance information of Embodiment 1. It is a figure which shows an example which applied the input assistance function of Embodiment 1 to another business management system.

  Hereinafter, embodiments will be described with reference to the drawings.

  The input support function of the embodiment can be applied to, for example, a business management system for improving business efficiency, and can be applied to document information (text document information such as minutes, daily reports, business memos, etc.) created by employees and operators. Based on this, input candidate information to be input to the business management system is automatically generated through the input screen. Then, an input support screen including input candidate information is provided to employees, operators, and the like to support input operations to the business management system.

  Due to the structure of the business management system, employees, operators, etc., take multiple steps (for example, search condition entry → search result list display → selection of relevant data) before reaching the input screen for entering information to be entered. (→ Editing etc.). Moreover, there are many input items, it is necessary to input the same information many times, and the burden of input work on employees, operators, etc. is not small.

  On the other hand, employees, operators, and the like create document information (business history information) such as minutes, daily reports, business memos, and the like in which business content is recorded, in addition to work input to the business management system.

  Employees, operators, etc. need to input the contents of the minutes, etc. separately into the business management system separately from the separately created minutes, etc. What information is input to the system for input work to the business management system Employees, operators, etc. have to decide what to do. For this reason, for example, there is a possibility that only a small amount of information is input for the actual business content, and the business content is not properly reflected in the system.

  In view of this, the input support function of the embodiment selects input candidates of information to be input to the business management system from the document information in which the business content created separately from the information input work via the input screen for the business management system is recorded. Automatically generate and provide an input environment to the business management system through input candidates.

(Embodiment 1)
1 to 17 are diagrams showing a first embodiment. Below, the input support function (input support program) of this embodiment is demonstrated by taking the case where it is applied to the sales management system 100 as an example.

  As shown in FIG. 1, a sales management system 100, which is a computer system, is connected to an administrator terminal 200 and a sales staff terminal 300 via a network N such as the Internet or a local area network such as a LAN. The administrator terminal 200 is a terminal device operated by an administrator such as a boss who manages the sales staff, and the sales staff terminal 300 is a terminal apparatus operated by the sales staff.

  FIG. 2 is a configuration block diagram of the business management system 100 of the present embodiment. The business management system 100 includes a control unit 110, a storage unit 120, and a communication control unit 130 that performs connection control and data transmission / reception control with the administrator terminal 200 and the salesperson terminal 300.

  The control unit 110 includes a sales management control unit 111 and an input support control unit 112. The control unit 110 acquires various types of data from the storage unit 120, outputs data generated by the sales management system 100 and input data to the storage unit 120, and acquires data stored in the storage unit 120. The function as a data processing unit can be performed.

  The sales management control unit 111 performs screen control based on operation input of the salesperson terminal 300 and input information registration control for storing (registering) input information input on the screen in the storage unit 120, and information input control through the screen Control the whole.

  The sales management control unit 111 provides various screens to the salesperson terminal 300 based on the operation input of the salesperson through the salesperson terminal 300, and screen control corresponding to the operation input on the screen displayed on the salesperson terminal 300. Carry out. The registered input information (information stored in the storage unit 120) can be retrieved and displayed on a predetermined screen.

  The business management control unit 111 performs data processing for storing information input on various screens in the storage unit 120. For example, when a registration button included in the screen is selected, the screen input items are stored in the storage unit 120.

  The storage unit 120 stores customer information 121, salesperson information 122, screen information 123, specific keyword information 124, activity classification information 125, item information 126, activity plan information 127, and activity result information 128.

  With reference to FIG. 9 to FIG. 17, the input screen provided by the sales management system of the present embodiment and various information input from the input screen and stored in the storage unit 120 will be described.

  The sales management system 100 according to the present embodiment stores information on sales activities input from the input screen via the sales staff terminal 300 operated by the sales staff, and performs information input control through the input screen. The screen information 123 stores a plurality of input screen information in advance, and the sales management control unit 111 performs input control through the input screen stored in the screen information 123.

  FIG. 9A shows an example of customer information 121. The sales management control unit 111 performs input control on the customer information 121 through an input screen (not shown). For example, the sales management control unit 111 extracts customer information input screen information from the screen information 123 based on the screen display request transmitted from the salesperson terminal 300, and transmits it to the salesperson terminal 300. If there is an operation for registering the information input by the salesperson, the salesperson terminal 300 transmits the customer information input on the customer information input screen to the sales management system 100. The business management control unit 111 stores the received input information in the storage area of the customer information 121.

  As shown in FIG. 9A, the customer information 121 includes a customer ID that uniquely identifies the customer, customer name (kanji), customer name (kana), telephone number, zip code, representative address, etc. in the customer information. .

  FIG. 9B is a diagram illustrating an example of the salesperson information 122. The salesperson information 122 includes a salesperson ID, a salesperson name, an organization name, an organization code, a department name, a department code, and the like. The salesperson information 122 can be registered through the salesperson registration screen, for example, from the terminal device 200 such as an administrator or system administrator who manages the salesperson, and the sales management control unit 111 is transmitted from the terminal device 200. The salesperson registration screen information is extracted from the screen information 123 based on the screen display request to be transmitted to the terminal device 200. The sales management control unit 111 receives the input information input on the salesperson registration screen from the terminal device 200 and stores it in the storage area of the salesperson information 122.

  FIG. 10 is a diagram illustrating an example of the activity classification information 125 according to the present embodiment, which includes an activity classification ID, an activity classification name, and the like. The activity classification information 125 is information that defines a plurality of business activity actions from inquiry of a case to order reception, for example, when a salesperson of a company or the like finds a case that may lead to an order for a product or service. The activity classification information 125 is information created by an administrator or a system administrator based on experience or performance.

  The activity classification information 125 can be registered from the terminal device 200 such as an administrator or a system administrator through, for example, the activity classification information registration screen, controlled by the sales management control unit 111, and received from the terminal device 200. Input information for the information registration screen is stored in the storage area of the activity classification information 125.

  The information (sales activity information) related to the sales activities registered by the sales staff in the sales management system 100 includes a sales item for each sales target customer, an activity plan of the sales activity for the sales item, and an activity result for the activity plan.

  FIG. 12 is a diagram illustrating an example of an input screen for inputting item information that is information on a target item for sales activities. As shown in FIG. 12, customer information that is the target of sales activities, project name, products and services to be sold, property scale, prospects, results, customer project keyman, project status (progress), competitors, responsible A salesperson (salesperson ID) can be input as item information.

  FIG. 13 is a diagram illustrating an example of the case information 126 stored in the storage unit 120. The sales management control unit 111 performs input control on the case information 126 through the input screen of FIG. The sales management control unit 111 extracts the corresponding input screen information from the screen information 123 based on the screen display request transmitted from the salesperson terminal 300 and transmits it to the salesperson terminal 300. When the sales employee performs an input information registration operation, the sales staff terminal 300 transmits information input from the input screen to the sales management system 100. The business management control unit 111 stores the received business case information in the storage area of the case information 121 of the storage unit 120.

  In the example of FIG. 13, the case information 126 includes a case number. The case number is identification information assigned to each target case of the sales activity, and is used as information for maintaining the association with the activity plan information 127 and the activity result information 128. The customer ID is the customer ID of the customer information 121 shown in FIG. 9A, and the salesperson ID is the salesperson ID of the salesperson information 122 shown in FIG. 9B. The case information 126 is associated with each of the customer information 121, the salesperson information 122, the activity plan information 127, and the activity performance information 128, and is stored in the storage unit 120.

  Note that the case information 126 of this embodiment includes expected information. The expected information is an expected amount and an actual amount expected in the business case. This expected information can be configured separately from the case information 126. For example, a plurality of pieces of expected information can be individually associated with one case (case number).

  FIG. 14 is a diagram illustrating an example of an input screen for inputting an activity plan for sales activities for a target item. In the example of FIG. 14, an input screen for the case information 126 and an input screen for inputting the activity plan information 127 are included in the same screen area. In other words, when the sales activity plan is information that plans the sales activity for the target project, the input screen for inputting the activity plan on the assumption of the association with the project information 126 can be configured as shown in the example of FIG. it can.

  As shown in FIG. 14, the activity classification, activity name, sales representative, customer representative, scheduled start date and scheduled end date are input as the activity plan information. As the activity category, the activity category information 125 shown in FIG. 10 can be selected, and the activity category name is displayed. The activity name is an arbitrary activity name that can be input by the salesperson for the selected activity classification information 125.

  FIG. 15 is a diagram illustrating an example of the activity plan information 127 stored in the storage unit 120. The business management control unit 111 performs input control on the activity plan information through the input screen of FIG. The sales management control unit 111 extracts the corresponding input screen information from the screen information 123 based on the screen display request transmitted from the salesperson terminal 300 and transmits it to the salesperson terminal 300. When the sales staff performs an input information registration operation, the sales staff terminal 300 transmits the information input on the input screen to the sales management system 100. The sales management control unit 111 stores the received activity plan information in the storage area of the activity plan information 127 in association with the target case information 126 (in association with the target case number).

  In the example of FIG. 15, the activity plan information 127 can include an activity plan No, start delay days, and end delay days. The activity plan No. is identification information assigned for each registered activity plan, and is information that maintains the association with the activity result information 128. The start delay days and the end delay days are the delay days of the activity start date and the activity end date of the activity results with respect to the registered start scheduled date and scheduled end date.

  The activity plan information 127 of the present embodiment is associated with the case information 126 and also associated with the activity result information 128, so that the plan / actual result of the sales activity can be managed in pairs and stored in the storage unit 120.

  FIG. 16 is a diagram illustrating an example of an input screen for inputting activity results of sales activities. The example of FIG. 16 shows an aspect in which the input screen for the case information 126 and the input screen for inputting the activity results are included in the same screen area, as in FIG.

  The activity result information 128 is the activity result of the sales activity for the target item, and the item number, activity plan No., activity result No., completed flag, activity classification ID, activity name, result summary, start date and end date of the sales activity, etc. including. In this embodiment, the activity results corresponding to the activity plan information registered in the sales management system 100 can be input from the input screen of FIG. Also, the results of sales activities not registered as activity plans can be registered from the input screen of FIG.

  In other words, the activity result information 128 is not necessarily input in association with the registered activity plan information 127, but is input as the sales activity result of the target project regardless of the activity plan in which the sales activity history is planned (registered). can do. For this reason, the activity result information 128 includes information that is always associated with the case information 126 but not associated with the activity plan information 127.

  FIG. 17 is a diagram illustrating an example of the activity result information 128 stored in the storage unit 120. The business management control unit 111 performs input control on the activity result information through the input screen shown in FIG. The sales management control unit 111 extracts the corresponding input screen information from the screen information 123 based on the screen display request transmitted from the salesperson terminal 300 and transmits it to the salesperson terminal 300. When the sales employee performs an input information registration operation, the sales staff terminal 300 transmits information input from the input screen to the sales management system 100. The sales management control unit 111 stores the received information in the storage area of the activity result information 128 in association with the corresponding item information 126 and the activity plan information 127.

  In the example of FIG. 17, the activity record information 128 includes an activity record No and a completion flag. The activity result No. is identification information assigned for each registered activity result. When the activity result No. is an activity result for the activity plan information 127, the activity plan No. is assigned. The completed flag is information indicating whether or not the activity has ended, and is 1 (completed) for the activity result information for which the activity end date is input, and 2 (not yet) for the activity result information for which the activity end date is not input. ) Are associated with each other.

  The start date / time and end date / time of the activity result information 128 are linked with the start delay days and the end delay days of the activity plan information 127 associated with the activity plan No. The difference becomes the start delay days. In addition, when the start date and time and end date of the activity result are not input, the sales management control unit 111 calculates the difference between the system date (current date) and the scheduled start date as the start delay days, and stores it in the activity plan information 127. Remember. The same applies to the end delay days.

  Furthermore, the start date / time and end date / time of the activity result information 128 are linked to the activity progress code of the activity plan information 127, and the activity progress code of the activity plan information 127 is the start date / time and end of the activity result information associated with the activity plan information. If no date / time is entered, the start date / time is entered in 1 (planning), but if the end date / time is not entered, the start date / time and end date / time are both entered in 2 (active) If it is, it becomes 3 (completed). The activity progress code update processing and the like are performed by the sales management control unit 111.

  The activity result information 128 of the present embodiment is associated with the case information 126 by the case number, and in the case of an activity result for the registered activity plan, the activity plan information 127 is associated with the activity plan No. and stored in the storage unit 120. The

  As described above, the sales management system 100 according to the present embodiment stores and manages sales activity information input from the input screen via the sales staff terminal 300 operated by the sales staff, and performs sales activity information input control through the input screen. Carry out. Then, for each input item corresponding to various types of information (item information 126, activity plan information 127, activity result information 128) included in the sales activity information, the sales staff sends the sales activity information to the sales management system 100 through the input screen. input.

  That is, the input screen shown in FIG. 12 corresponding to the case information 126 is one input item in the sales activity information to be registered in the sales management system 100 by the salesperson. Multiple input items included are related. Similarly, the input screen shown in FIG. 14 corresponding to the activity plan information 127 and the input screen shown in FIG. 16 corresponding to the activity result information 128 are also one input item in the sales activity information, and the activity plan information A plurality of input items included in each input screen of 127 and activity result information 128 are associated with each other.

  Next, the input support function of this embodiment will be described in detail. The input support control unit 112 uses document information (document information related to sales activities) that records activity contents related to sales activity information created separately from information input work via the input screen for the sales management system 100. And automatically generating input candidates related to the input items corresponding to the sales activity information stored in the sales management system 100 through the input screen, and performing input control to the sales management system 100 through the input screen through the input candidates. .

  FIG. 3 is a diagram for explaining the input support function of the present embodiment. As shown in FIG. 3, when the document information recording the activity content related to the sales activity information is input, the input support control unit 112 extracts keywords such as words and dates included in the document information.

  The input support control unit 112 refers to the specific keyword 124 associated with the input item corresponding to the business activity information stored through the input screen, and performs a matching process between the keyword in the document information and the specific keyword. When a keyword corresponding to a specific keyword is included in the document information, input candidate information for the document information in which the activity content related to the sales activity information is recorded is generated.

  Specifically, an input corresponding to an input item associated with the specific keyword using a keyword corresponding to the specific keyword in the document information or another keyword in the document information related to the keyword corresponding to the specific keyword. Support information can be generated.

  In this embodiment, a plurality of input items are associated with sales activity information, and a specific keyword can be provided for each of the plurality of input items. For example, as shown in FIG. 3, three specific keywords of activity classification keyword, item keyword, and expected keyword are associated with each input item (plan input candidate, item input candidate, and expected input candidate).

  FIG. 11 is a diagram illustrating an example of the specific keyword information 124. The specific keyword 124 of the present embodiment includes an activity classification keyword (FIG. 11A), a case keyword (FIG. 11B), and an expected keyword (FIG. 11C).

  As described above, the specific keyword information 124 is associated with the input item corresponding to the sales activity information that the salesperson inputs through the input screen. The activity classification keyword is a keyword associated with the activity plan information 127, and can be created based on the activity classification name of the activity classification information 125 as an example.

  The case keyword is a keyword associated with the case information 126, and can be created based on, for example, each information item name of the case information 126 or the input item name on the input screen of the case information shown in FIG.

  The expected keyword is a keyword that is associated with the expected information included in the case information 126, and the expected information is a keyword that is associated with “expected” and “actual” among the information items constituting the case information 126. As an example, it is possible to include the expectation of the case information 126, each information item name of the result, an arbitrarily created expectation, a keyword related to the result, for example, a currency unit (yen, etc.), sales, orders, price, and the like. As described above, the expected information can be configured separately from the case information 126. In this case, the expected keyword is configured as a keyword associated with the expected information that is an input item in the sales activity information. The

  The generated input support information is included in an input support screen in a predetermined format and provided to the salesperson terminal 300. When the sales staff selects the input support information on the input support screen, the sales staff terminal 300 is provided with the input screen, and the input control for the input support information (input items of the sales activity information) through the input screen is performed.

  In addition, the input support control unit 112 according to the present embodiment uses the keyword included in the document information to input the first input item of the sales activity information that is input from the input screen and is already stored in the storage area of the storage unit 120. The input information (activity plan information 127) corresponding to (activity plan) is searched, and the second input item (activity result) of the sales activity information previously associated with the first input item is searched using the searched input information. Corresponding second input candidate information (activity result input candidate) can be generated.

  As shown in FIG. 3, the activity plan information 127 is searched using the keyword, date, customer, person in charge (salesperson) included in the document information, and the activity plan information is related to the business activity information. Can be extracted as input candidates for activity results included in the document information. For example, by using a date keyword included in the document information, activity plan information in which the scheduled start date and / or scheduled end date of the activity plan information 127 for the date keyword satisfies a predetermined relationship is extracted, or an activity progress code For each date keyword, the activity plan information in which the scheduled start date and / or the scheduled end date satisfy a predetermined relationship can be extracted as a candidate for inputting an activity result.

  In this embodiment, as input candidate information generation processing, first processing for generating input support information corresponding to an input item associated with a specific keyword using a keyword in document information, and already stored in the storage unit 120. The second input information corresponding to the first input item of the sales activity information is searched, and the second input candidate information corresponding to the second input item of the sales activity information is generated using the searched input information. Processing.

  FIG. 4 is a diagram illustrating an example of a configuration block diagram of the input support control unit 112. The input support control unit 112 includes an input unit (interface unit) 1121, an analysis unit 1122, a matching unit 1123, and an input candidate generation unit 1124.

  The input unit 1121 performs a process of receiving document information in which activity content related to sales activity information is recorded. FIG. 5 is a diagram illustrating an example of the input support screen 500.

  Based on the operation input from the input support control unit 112 and the salesperson terminal 300 according to the present embodiment, the input support screen shown in FIG. 5 is provided, and the salesperson records the activity content related to the sales activity information. A is input in the input field 501 in a text format.

  For example, when the registration button 502 is selected, the input unit 1121 receives the document information A input to the input field 501 from the salesperson terminal 300. The input unit 1121 outputs the received document information A in text format to the analysis unit 1122. The input unit 1121 can receive the document information A by receiving from the salesperson terminal 300 a document file that has already been created in text format by the salesperson. That is, the input unit 1121 functions as a data import unit for the document information A.

  The document information A in which the activity content related to the sales activity information is recorded is business history information in which the content of the meeting or the meeting associated with the sales activity is recorded, such as minutes, daily reports, business memos, and the like. In the example of FIG. 5, the minutes are shown as the document information A. The minutes of the meeting include the date of the meeting, the location, the attendees, etc., and the text of the meeting.

  The analysis unit 1122 performs processing for extracting a keyword from the document information A received by the input unit 1121. The analysis unit 1122 performs a word extraction process based on morphological analysis and extracts keywords from the document information A. In addition, keywords can be extracted from the document information A by adopting various methods such as creation of compound words and calculation of importance in sentences, and the keyword extraction processing by the analysis unit 1122 can be performed using various well-known logic and special features. It is possible to apply customized logic.

  Further, the analysis unit 1122 extracts other keywords related to the extracted one keyword. Specifically, the process of extracting the second keyword that satisfies the dependency relationship with respect to the first keyword from the extracted keywords and that has the closest distance based on the number of characters from the position of the document information A from which the first keyword is extracted. I do.

  For example, based on a dependency relationship that is connected by a particle such as “GA”, “O”, “NO”, and “NI” between keywords in a sentence, the analysis unit 1122 performs the example of FIG. In this way, “17 days” connected to the keyword “greeting visit” with the particle “no” can be extracted as a related keyword. In addition to the connection relationship of particles, etc., other related to one keyword based on the dependency relationship between parts of speech such as the keyword “call center (noun)” adjacent to the keyword “proposition (verb)”. Keywords can be extracted.

  Further, the analysis unit 1122 extracts another keyword related to the one keyword in consideration of the distance based on the number of characters between the extracted keywords. For example, when keywords B and C positioned before and after the keyword A in one sentence or multiple sentences are extracted, the number of characters existing between the keyword A and the keyword B, the keyword A and the keyword C, The number of characters existing between the keywords B and C can be extracted by comparing the keyword A with the distance based on the number of characters between the keywords (the number of characters existing between the keywords is small).

  The analysis unit 1122 according to the present embodiment extracts keywords such as words and dates from the document information A, and sets them as one keyword based on the dependency relationship between the extracted keywords and the distance between keywords based on the number of characters. Extract other relevant keywords. In the example of FIG. 5, as an analysis result of the analysis unit 1122, an example in which an underline is marked on a keyword that matches a specific keyword and another keyword related to the one keyword that matches the specific keyword is an input support screen 500. Is shown in

  The matching unit 1123 performs a matching process between the keyword in the document information A extracted by the analysis unit 1122 and the specific keyword information 124. The matching unit 1123 specifies a keyword in the document information A that matches the specific keyword information 124 or a keyword in the document information A that includes the specific keyword information 124 in part.

  Since the specific keyword information 124 of the present embodiment includes a plurality of specific keywords associated with each of the plurality of input items of the sales activity information, the matching unit 1123 performs document information for each specific keyword associated with each input item. A matching process with a keyword included in A can be performed.

  The input candidate generation unit 1124 uses the keyword in the document information A to input support information corresponding to the input item associated with the specific keyword, or the first input item of sales activity information already stored in the storage unit 120 The second input candidate information corresponding to the second input item of the sales activity information is generated using the searched input information.

  In the example of FIG. 5, the input candidate generation unit 1124 includes a document corresponding to the specific keyword (FIG. 11B) associated with the case information 126 that is an input item of the sales activity information in the document information A by the matching unit 1123. Since “Competition A company” and “Competition B company” are specified as keywords in the information A, an input including the keyword “Competition A company” in the specified document information A as input support candidates for the case information 126 is specified. An input support candidate 533 including the support information 532 and “Competing Company B” is generated.

  Further, the input candidate generation unit 1124 can generate the input support information 531 as an input support candidate related to the case information 126. For example, “Attendees”, “Interviewers”, “Destinations”, etc. are registered as project keywords. In the example of FIG. 5, when “participant” is specified as a keyword in the document information A corresponding to the specific keyword by the matching unit 1123, the input candidate generation unit 1124 displays the second keyword related to the keyword “attendant”. As a result, it is possible to generate input candidate information 531 relating to the customer case keyman of the case information 126 including the person name extracted as. Note that the input candidate generation unit 1124 can also generate input candidate information 531 including a company name, business office, title, etc. as the second keyword. The analysis unit 1122 further extracts the title, establishment, and company name as the third, fourth, and fifth keywords from the “person name” extracted as the second keyword, and extracted as the second keyword. It is also possible to generate input candidate information 531 including a company name, business office, and / or title keyword related to the second keyword together with “person name”. The same applies when the company name, business office, title, etc. are extracted as the second keyword.

  Further, when the analysis unit 1122 extracts proper nouns related to the customer information that is the target of the business activities such as the company name, business office, job title, and person name in the document information A, the matching unit 1123 The input candidate generator 1124 is configured to automatically identify proper nouns related to the extracted customer information as keywords in the document information A corresponding to the case keywords even if they are not registered as keywords. Input candidate information 531 including proper nouns related to the specified customer information can be generated. At this time, keywords other than proper nouns related to customer information such as sales staff can be excluded from keywords extracted as proper nouns.

  Further, as shown in the example of FIG. 5, the keyword in the document information A corresponding to the specific keyword (FIG. 11C) associated with the expected information of the case information 126 that is the input item of the sales activity information is specified. In this case, input candidate information 540 including the keyword in the specified document information A can be generated as an input support candidate related to the expected information of the case information 126.

  Subsequently, the input candidate generating unit 1124 uses the matching unit 1123 to add the document information A corresponding to the specific keyword (FIG. 11A) associated with the activity plan information 127, which is the input item of the sales activity information, in the document information A. Since “greeting visit” and “suggestion” are specified as the keywords in the list, the keyword “greeting visit” in the specified document information A is included as an input support candidate (activity plan planning candidate) for the activity plan information 127. Input support information 521 and an input support candidate 522 including “call center proposal” are generated.

  Here, when the input candidate generation unit 1124 generates the input candidate information including the keyword “greeting visit”, when the second keyword related to the keyword “greeting visit” is extracted by the analysis unit 1122, Input candidate information including the second keyword can be generated. In the example of FIG. 5, since the keyword “17th” is extracted as the second keyword in the input candidate information 521, the keyword “17th (March 17th with month, year, etc. added based on the input date)” And an activity plan including the keyword “greeting visit” (an input item for sales activity information).

  The input candidate information 522 is generated as input candidate information including the second keyword “call center” adjacent to the keyword “suggestion” that matches the specific keyword, and the input candidate information 522 includes the keyword “suggestion” and the activity classification. Based on the association with the information 125, for example, the activity classification “suggestion” can be generated as candidate information whose activity name is “call center proposal”.

  Note that the input candidate generation unit 1124 can also generate input candidate information that does not include a keyword that matches a specific keyword, for example. For example, specific keywords related to the planning of the activity plan, such as “next time” and “schedule”, are set in advance as the activity classification keywords and extracted by the analysis unit 1122 in relation to the keyword “next time” of the document information A. It is also possible to generate input candidate information including only the second keyword (for example, the keyword “golf competition”).

  Further, the input candidate generation unit 1124 searches the activity plan information 127 using keywords related to the date, the input person, and the customer information among the keywords in the document information A, and the activities already registered in the storage unit 120. The plan information 127 is generated as activity result input candidates 511 to 513.

  The input candidate generation unit 1124 refers to the customer information 121 and the salesperson information 122, and selects the customer corresponding to the customer information “ABC” and the salesperson “XXX” from the keywords extracted by the analysis unit 1122. ID and salesperson ID are extracted. The input candidate generating unit 1124 searches the activity plan information 127 using the extracted customer ID and salesperson ID as keys, and as candidate information for activity results that are input items associated in advance with the activity plan information of the sales activity information, Input candidate information including the retrieved activity plan information 127 can be generated.

  The input support control unit 112 performs a process of displaying the generated input candidate information on the input support screen 500. For example, when the registration button 502 is selected, the input support control unit 112 regenerates an input support screen including the generated input candidate information 511 to 514, 521 to 522, 531 to 533, and 540 and operates it. The input support screen 500 including input candidate information is displayed on the salesperson terminal 300.

  Next, when the input candidate information included in the input support screen is selected from the salesperson terminal 300, the input support control unit 112 displays the input screen including the corresponding input items shown in FIGS. The control to display on the salesperson terminal 300 is performed.

  For example, the input support control unit 112 associates each input candidate information with the item information 126, the activity plan information 127, and the activity result information 128, which are the input items of the sales activity information, so the input selected by the salesperson The input screen corresponding to the candidate information is extracted from the screen information 123 and transmitted to the salesperson terminal 300 for display. Thereafter, under the control of the sales management control unit 111, the sales staff can input the sales activity information for the input candidate information through the displayed input screen, and can register the input sales activity information in the sales management system 100.

  FIG. 6 is a flowchart showing the processing flow of the input support control of this embodiment. The input support control unit 112 performs input control of sales activity information through the input support screen of FIG.

  The input support control unit 112 extracts the corresponding input support screen information from the screen information 123 based on the screen display request transmitted from the salesperson terminal 300 and transmits it to the salesperson terminal 300.

  The input support control unit 112 performs input control of the text document information A for the input field 501 of the input support screen 500. At this time, the input support control unit 112 can perform a data capturing process for capturing a document file created in advance, and display the captured document file in the input field 501 in a text format.

  When the registration button 502 on the input support screen 500 is selected, the input support control unit 112 receives the document information A input in the input field 501 from the salesperson terminal 300 (S101). The input support control unit 112 generates input candidate information using the received document information A (S102).

  At this time, the input support control unit 112 specifies sales activity information stored in advance in the storage unit 120 using the input person (salesperson) and customer information included in the keyword extracted from the document information A. For example, the item information 126, the activity plan information 127, and the activity result information 128, which are input items of sales activity information, can be associated with each sales target customer and salesperson, for example, a plurality of sales for one customer. Activity information can be linked. Therefore, the business activity information included in the document information A is identified based on the input person of the document information A or the document information creator and customer information included in the document information A, and is used as input candidate information. The sales activity information to be generated can be specified (S103).

  The input support control unit 112 generates an input support screen including the generated input candidate information (S104), and causes the sales assistant terminal 300 to display the input support screen 500 including the input candidate information (S105).

  When the input candidate information included in the input support screen is selected from the sales representative terminal 300 (S106), the input support control unit 112 includes an input item corresponding to the selected input candidate information associated with the specific keyword. Is displayed on the salesperson terminal 300 (S107).

  FIG. 7 is a flowchart showing a process flow of the input candidate generation process in step 102 of FIG.

  The input support control unit 112 performs a process of extracting a keyword from the document information A received from the salesperson terminal 300 (S201). Further, the input support control unit 112 extracts other keywords related to the one keyword based on the dependency relationship between the extracted keywords and the distance between the keywords based on the number of characters.

  Next, the input support control unit 112 performs a matching process between the keyword in the extracted document information A and the specific keyword information 124. A keyword matching the specific keyword information 124 or a keyword in the document information A partially including the specific keyword information 124 is specified (S202, S205, S208).

  The input support control unit 112 determines whether or not the keyword that matches the activity classification keyword in the specific keyword information 124 exists in the document information A (S203), and the keyword in the document information A that matches the activity classification keyword and An activity plan input candidate is generated based on the second keyword / related (S204).

  Further, the input support control unit 112 determines whether or not the keyword matching the case keyword in the specific keyword information 124 exists in the document information A (S206), and the keyword in the document information A matching the case keyword and A case information input candidate is generated on the basis of the related second keyword (S207).

  Further, the input support control unit 112 determines whether or not a keyword that matches the expected keyword in the specific keyword information 124 exists in the document information A (S209), and the keyword in the document information A that matches the expected keyword and A prospective information input candidate is generated based on the / or related second keyword (S210).

  The input support control unit 112 uses the keyword in the document information shown in FIG. 7 in parallel with or before or after the first process of generating input support information corresponding to the input item associated with the specific keyword. The input candidate information generation process based on the second process is performed.

  FIG. 8 is a flowchart showing a processing flow of the input candidate information generation processing according to the present embodiment. The input information corresponding to the first input item of the sales activity information already stored in the storage unit 120 is searched and searched. The second input candidate information corresponding to the second input item of the sales activity information is generated using the input information (second process).

  The input support control unit 112 performs a process of extracting a keyword from the document information A received from the salesperson terminal 300 (S301). Note that the process of step S301 can be omitted if the process of step S201 shown in FIG. 7 has already been performed.

  The input support control unit 112 searches the activity plan information 127 using keywords related to the date, the input person, and the customer information among the keywords in the document information A (S302), and is already registered in the storage unit 120. It is determined whether or not there is activity plan information 127 (S303). The input support control unit 112 generates activity result input candidates using the searched activity plan information 127 (S304). In step S302, in addition to the document information creator included in the document information A, the user who logs in and uses the business management system 100, that is, logs in the system and inputs the document information A in the input field 501. It may be configured to automatically identify the person who has performed as “input person” and search the activity plan information 127.

  As described above, the input support function of the embodiment selects input candidates of information to be input to the sales management system from the document information that records the business contents created separately from the information input work through the input screen for the sales management system. It is possible to provide an input environment to the business management system through automatic generation and input candidates.

  For this reason, the sales employee does not need to go through a plurality of steps until reaching the input screen for inputting information to be input, for example, and can reduce the load of input work.

  In particular, it is possible to automatically guide what information should be entered into the sales management system, and appropriately support the registration of the business contents performed by the sales staff in the sales management system. It becomes possible to do.

  Further, the input support function according to the embodiment can be applied to other business management systems other than the sales management system. FIG. 18 is a diagram showing an example when applied to a call center business management system. An operator of a call center business registers a response history (document information including business content related to business information) such as inquiries and consultations from customers in the system. The operator can input a repair request through a predetermined input screen based on the response history and register it in the system.

  In the example of FIG. 18, similar to the input support screen 500 shown in FIG. 5, keywords are extracted from the correspondence history information input in a text format and associated with an input screen (input item) for inputting a repair request. Performs matching processing with specific keywords. For example, if the matching history information includes a keyword that matches the specific keyword “repair”, the input candidate information “repair request is generated using the keyword matched with the specific keyword or the second keyword related to the keyword. Can be configured to provide the input support screen shown in FIG. The input support control unit can control the operator terminal device to display an input screen for inputting a repair request based on the operation input for the input candidate information provided to the operator terminal device.

  As described above, the input support function according to the embodiment can be applied to a business management system that stores business information input from a predetermined input screen via a terminal device and performs input control through the input screen. A storage unit for storing specific keywords associated with input items corresponding to stored business information, an interface unit for receiving document information including business content related to the business information, and an analysis for extracting keywords from the document information A matching unit that matches the extracted keyword and the specific keyword, a first keyword of document information that matches the specific keyword, or a second keyword related to the first keyword of the extracted keywords, Input candidate generation unit that generates input candidate information and input candidate information provided to the terminal device Based on the operation input, the input support control unit for displaying an input screen to the terminal device can be configured to include.

  The sales staff terminal 300 described above includes mobile communication terminal devices such as mobile phones and PDAs (Personal Digital Assistants), information processing terminal devices having communication functions and calculation functions such as personal computers, and the like. A display control function (for example, a browser) that displays each screen provided by a business management system having an input support function can be provided. The salesperson terminal 300 is not limited to the network N such as the Internet, but can be connected to the sales management system via another communication network, for example, another wireless communication network / wired communication network. It may be.

  In addition to the above hardware configuration, the above-described server device and terminal device include a CPU that controls the entire server (each unit), memory, mouse, keyboard, touch panel, scanner and other operation input means, printer, speaker, etc. Output means, an auxiliary storage device (hard disk or the like), and the like.

  In addition, the business management system of the present invention can be realized by one or a plurality of different server devices, etc., and can be configured as a system connected via a line such as a network, and is distributed to each processing unit and storage unit. It is also possible to have a system configuration. The business management system of the present invention can also be realized by an information processing apparatus such as a single computer. That is, it can also be realized as a business management apparatus configured as one information processing apparatus including the control unit 110 and the storage unit 120.

  Each process of the above-described embodiment can also be realized as a computer-executable program, and the computer in which the program is installed performs each process of the input support function and the sales management system according to the embodiment. It is possible to operate as an information processing apparatus to perform. For example, the program is stored in an auxiliary storage device (not shown), and a control unit such as a CPU reads the program stored in the auxiliary storage device to the main storage device, and the control unit reads the program read to the main storage device. Each process can be executed by the computer.

  The program can be applied to a computer in a state where the program is recorded on a computer-readable recording medium, or can be downloaded to a computer through a network such as the Internet. Computer-readable recording media include optical disks such as CD-ROM, phase change optical disks such as DVD-ROM, magneto-optical disks such as MO (Magnet Optical) and MD (Mini Disk), floppy (registered trademark) disks, Examples include magnetic disks such as removable hard disks, memory cards such as compact flash (registered trademark), smart media, SD memory cards, and memory sticks. A hardware device such as an integrated circuit (IC chip or the like) specially designed and configured is also included as a recording medium.

  In addition, although some embodiment of this invention was described, these embodiment is shown as an example and is not intending limiting the range of invention. These novel embodiments can be implemented in various other forms, and various omissions, replacements, and changes can be made without departing from the scope of the invention. These embodiments and modifications thereof are included in the scope and gist of the invention, and are included in the invention described in the claims and the equivalents thereof.

100 Sales Management System 110 Control Unit 111 Management Control Unit 112 Input Support Control Unit 1121 Input Unit 1122 Analysis Unit 1123 Matching Unit 1124 Input Candidate Generation Unit 120 Storage Unit 121 Customer Information 122 Salesperson Information 123 Screen Information 124 Specific Keyword Information 125 Activity Classification Information 126 Item information 127 Activity plan information 128 Activity result information 200 Administrator terminal 300 Salesperson terminal

Claims (5)

A business management system for storing business activity information input from a predetermined input screen via a terminal device and performing input control through the input screen,
A storage unit for storing a specific keyword associated with an input item corresponding to the sales activity information stored through the input screen;
An interface unit for receiving document information including activity contents related to the sales activity information;
An analysis unit for extracting a keyword from the document information;
A matching unit for matching the extracted keyword and the specific keyword;
An input candidate generating unit that generates input candidate information using a first keyword of the document information that matches the specific keyword or a second keyword related to the first keyword of the extracted keywords;
Based on an operation input for the input candidate information provided to the terminal device, an input support control unit that displays the input screen on the terminal device;
Business management system characterized by including.   The input candidate generation unit uses the keyword extracted by the analysis unit to input information corresponding to the first input item of the business activity information input from the input screen and already stored in a predetermined storage area The second input candidate information corresponding to the second input item of the sales activity information previously associated with the first input item is generated using the searched input information. Item 2. The business management system according to item 1.   The analysis unit selects a keyword that satisfies the dependency relationship with respect to the first keyword among the extracted keywords and that is closest in distance based on the number of characters from the position in the document information from which the first keyword is extracted. The business management system according to claim 1, wherein the sales keyword is extracted as the second keyword. An input support program executed by a computer that performs input control through an input screen of sales activity information input via a terminal device,
A function of storing a specific keyword associated with an input item corresponding to the sales activity information stored through the input screen;
A function of receiving document information including activity contents related to the sales activity information;
A function of extracting a keyword from the document information;
A function of matching the extracted keyword with the specific keyword;
A function of generating input candidate information using a first keyword of the document information that matches the specific keyword or a second keyword related to the first keyword of the extracted keywords;
A function of displaying the input screen on the terminal device based on an operation input for the input candidate information provided to the terminal device;
An input support program for realizing A business management system for storing business information input from a predetermined input screen via a terminal device and performing input control through the input screen,
A storage unit for storing a specific keyword associated with an input item corresponding to the business information stored through the input screen;
An interface unit for receiving document information including business content related to the business information;
An analysis unit for extracting a keyword from the document information;
A matching unit for matching the extracted keyword and the specific keyword;
An input candidate generating unit that generates input candidate information using a first keyword of the document information that matches the specific keyword or a second keyword related to the first keyword of the extracted keywords;
Based on an operation input for the input candidate information provided to the terminal device, an input support control unit that displays the input screen on the terminal device;
Business management system characterized by including