JP2013114314A - Sales screen display server, sales screen display method and sales screen display program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To allow an optimal display of a sales screen in a customer operation terminal.SOLUTION: A channel control server 5 as a sales screen display server comprises: a customer identification information acquisition unit 240 for acquiring customer identification information identifying a customer operating a customer operation terminal; a specification screen display unit 250 for causing a sales screen specification device to display a customer information display screen for displaying information on the customer identified by the acquired customer identification information and a sales screen specification screen for specifying a sales screen to be displayed in the customer operation terminal; and a sales screen notification unit 260 for causing the customer operation terminal to display the sales screen by notifying the customer operation terminal of the specified sales screen by using the sales screen specification screen.

Description

  The present invention relates to a sales screen display server, a sales screen display method, and a sales screen display program, and in particular, provides a sales screen to a customer who makes a transaction with an automated teller machine (ATM) as a customer operation terminal. Related to display technology.

  A customer operation terminal is a device that realizes a delivery channel that means all contact points between a financial institution and a customer. In the following, an access point for providing financial products, financial services, etc. to a customer is assumed. Therefore, the customer operation terminal corresponds to an automatic teller machine, an unmanned contract machine, or the like as an automatic transaction apparatus.

  Conventionally, when a specific customer registered in advance (hereinafter sometimes referred to as “target customer”) uses an ATM as a customer operation terminal, there is a method of automatically displaying a specific sales screen on the ATM. It was done.

  There are two configurations for realizing this method. First, a host (for example, an accounting host) holds a target customer list, and an ATM as a customer operation terminal displays a sales screen in accordance with an instruction from the host. It is a mechanism. Second, a channel control server that controls ATM as a customer operation terminal is newly constructed, the channel control server holds a target customer list, and ATM displays a sales screen according to instructions from the channel control server. (Hereafter, it may be called “sales screen display system”). Once a mechanism for controlling an ATM with a channel control server is constructed, various types of sales screens can be displayed on an ATM at a lower cost than a mechanism supported by a host.

The configuration of a conventional sales screen display system will be described with reference to FIG. FIG. 12 is a diagram for explaining a conventional sales screen display system as a comparative example.
First, (1) ATM 909 detects the start of a transaction by a customer. Next, (2) the ATM 909 reads the customer identification information (store number, subject, account number) from the card or passbook inserted by the customer, and reads the customer identification information (store number, subject, account number) read into the channel control server 905. Send. Next, (3) the channel control server 905 refers to the target customer list and determines whether or not the customer who is dealing with the ATM is the target customer. Next, (4) when the customer who is dealing in ATM 909 is the target customer, screen information regarding the sales screen to be displayed is transmitted to ATM 909. On the other hand, if the customer who is dealing with ATM 909 is not the target customer, the ATM is notified that the customer is not the target customer. Next, (5) the ATM 909 displays a sales screen at a predetermined timing during the transaction when the customer currently trading at the ATM 909 is the target customer. A more detailed configuration is described in Patent Documents 1 to 3.

JP 2002-117225 A JP 2002-279170 A JP 2000-293604 A

  However, since the target customer list is a list of target customers narrowed down by certain conditions, there is a limit to the contents that can be controlled by the channel control server as the sales screen display server. That is, there is a problem that it is not possible to deal with the point where the sales screen of “One-To-One (individual)” is displayed on the customer operation terminal.

  For example, even if executives, sales representatives, etc. have information that leads to sales to customers, the channel control server as the sales screen display server is based on a predetermined logic. Will be displayed. For this reason, the best sales screen considered by executives, sales representatives, etc. cannot be displayed on the customer operation terminal, and there is a risk of missing a sales opportunity.

  The present invention has been made in view of the above problems, and provides a sales screen display server, a sales screen display method, and a sales screen display program capable of displaying an optimal sales screen on a customer operation terminal. Let it be an issue.

  In order to solve the above problem, a sales screen display server according to the present invention is a sales screen display server connected to be able to communicate with a customer operation terminal and a sales screen instruction device, and is a customer who operates the customer operation terminal. A customer identification information acquisition unit for acquiring customer identification information, a customer information display screen for displaying information relating to the customer specified by the acquired customer identification information, and a sales screen for display on the customer operation terminal A sales screen instruction screen to be displayed on the sales screen instruction device, and the customer operation terminal is notified of the sales screen instructed using the sales screen instruction screen. And a sales screen notification unit to be displayed on the customer operation terminal.

  The sales screen display method according to the present invention is a sales screen display method executed by a customer operation terminal and a sales screen display server connected to be able to communicate with the sales screen instruction device, and operates the customer operation terminal. A customer information display screen for acquiring customer identification information for identifying a customer to be performed, a customer information display screen for displaying information related to the customer specified by the acquired customer identification information, and a sales screen instruction for instructing a sales screen to be displayed on the customer operation terminal And displaying the sales screen on the customer operation terminal by notifying the customer operation terminal of the sales screen instructed using the sales screen instruction screen. It is characterized by.

  A sales screen display program according to the present invention causes a computer to execute the sales screen display method described above.

  According to the present invention, since the sales screen is instructed via the sales screen instruction device, the optimum sales screen can be displayed on the customer operation terminal. At this time, it is preferable that a campaign screen instruction screen based on the customer information is displayed on the sales screen instruction device, and the campaign screen instructed on this screen is displayed on the customer operation terminal.

It is a lineblock diagram of a sales screen display system concerning an embodiment. It is a block diagram of ATM which concerns on embodiment. It is a figure for demonstrating the structure of the sales screen displayed on ATM which concerns on embodiment. It is a block diagram of the channel control server which concerns on embodiment. It is a data block diagram of DB for a store visit notification subject which concerns on embodiment. It is a data block diagram of campaign DB which concerns on embodiment. It is a block diagram of the store visit notification screen concerning an embodiment. It is a block diagram of the waiting condition screen of the reception desk system which concerns on embodiment. It is an example (the 1) of a sales screen concerning an embodiment. It is an example (the 2) of a sales screen concerning an embodiment. It is a block diagram of the separate message notification screen which concerns on embodiment. It is a sequence diagram (the 1) of the sales screen display system concerning an embodiment. It is a sequence diagram (the 2) of the sales screen display system concerning an embodiment. It is a figure for demonstrating the conventional sales screen display system as a comparative example.

[Definition of wording]
The terms used in the specification are defined as follows.
(Sales and Campaign)
“Sales” refers to the act of selling financial products, financial services, etc. to customers. “Mechanism for advertising and advertising financial products, financial services, etc. using ATM” and “Financial products using ATM” , A system for making appointments to sell financial services, etc.
“Campaign” means “a mechanism for advertising and advertising financial products and financial services using ATM” of “sales”.
Therefore, “sales” is a concept including “campaign”.

(Sales screen and campaign screen)
“Sales screen” refers to a screen for direct or indirect sales, such as “screen displayed on ATM for advertising and advertising of financial products and financial services” and “financial products, financial Including a screen to be displayed on the ATM to take an appointment to sell the service.
The “campaign screen” refers to a “screen displayed on the ATM for advertising and advertising financial products, financial services, etc.” among the “sales screen”.
Therefore, the “sales screen” is a concept including a “campaign screen”.

Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.
Each figure is only schematically shown so that the present invention can be fully understood. Therefore, the present invention is not limited to the illustrated example. In addition, in each figure, about the same component or the same component, the same code | symbol is attached | subjected and those overlapping description is abbreviate | omitted.

[Embodiment]
<< Configuration of Sales Screen Display System According to Embodiment >>
With reference to FIG. 1, the structure of the sales screen display system 1000 which concerns on embodiment is demonstrated. FIG. 1 is a configuration diagram of a sales screen display system 1000 according to the embodiment.

The sales screen display system 1000 includes a billing host 1, a GW (GateWay) 2, an information host 3, an MCIF (Marketing Customer Information File) 4, a channel control server 5 as a sales screen display server, and a headquarters terminal. 6, a board terminal 7 as a sales screen instruction device, a branch terminal 8, and an ATM 9 as a customer operation terminal.
The sales screen display system 1000 advances the transaction of the accounting system by communicating with the accounting system host 1 via the GW 2 by the ATM 9, the branch office terminal 8 and the office terminal 7 during the normal transaction.

  On the other hand, in order to display the sales screen on ATM 9, the sales screen display system 1000 determines whether or not the customer who is dealing in ATM 9 is the sales screen display target person, and the customer is the target person. The ATM 9 is notified of sales screen information (screen type, message content, content file number, background image number, button information, etc.) for displaying the sales screen. The ATM 9 receives the sales screen information and displays a sales screen based on the sales screen information at a predetermined timing.

  Here, as described with reference to FIG. 12, conventionally, the channel control server 905 receives account information (for example, store number, subject, account number) of a customer under transaction from the ATM 909, and uses the received account information as a target customer. The list is searched and it is determined whether or not the customer who is dealing with the ATM 909 is a sales screen display target person.

  On the other hand, the channel control server 5 of the present embodiment receives account information (for example, store number, subject, account number) of a customer who is doing business from the ATM 9, and displays it on the ATM 9 using the received account information. An instruction screen for instructing (selecting) the sales screen is displayed on the board terminal 7. Then, the channel control server 5 displays the instructed sales screen on the ATM 9 in accordance with the instruction of the officer terminal 7. That is, in the present embodiment, a sales screen is displayed on the executive seat terminal 7 serving as a sales screen instruction device in a pop-up manner, and the sales screen displayed to the customer operating the ATM 9 serving as the customer operation terminal. It can be instructed from the terminal 7. Here, in this embodiment, the officer's seat terminal 7 is assumed as the sales screen instruction device, but various devices can be used as the sales screen instruction device.

The sales screen displayed on the ATM 9 may be a screen providing information only, or may include a screen for taking a reaction from the customer. In the latter case, the channel control server 5 acquires the reaction result from the customer.
Registration of sales screen information (screen type, message content, content file number, background image number, button information, etc.) to the channel control server 5 is performed using the headquarters terminal 6.

The channel control server 5 is connected to a host server that holds customer information such as the MCIF 4, and receives a target customer list (segment list) or uploads customer reaction results. The MCIF 4 also cooperates with the information system host 3 as necessary.
Below, the structure of ATM9 as a customer operation terminal and the channel control server 5 as a sales screen display server which are main apparatuses for implement | achieving a sales screen display process in the sales screen display 1000 is demonstrated.

<ATM>
The ATM 9 according to the embodiment will be described with reference to FIG. FIG. 2 is a configuration diagram of the ATM 9 according to the embodiment.
The ATM 9 as a customer operation terminal includes a storage unit 300 and a control unit 400. The storage unit 300 includes a storage medium such as a random access memory (RAM), a read only memory (ROM), a hard disk drive (HDD), and a flash memory. The control unit 400 is realized by a program execution process by a CPU (Central Processing Unit), a dedicated circuit, or the like. When the ATM 9 is realized by program execution processing, the storage unit 300 stores a program for realizing the function of the ATM 9.
In addition, each function demonstrated below is a function part with a substance implement | achieved as a program executed by the control part etc., or a module contained in a program. In the description of the present embodiment, the function is simply described for simplification.

The storage unit 300 stores a content DB 310 and a background image DB 320.
(Content DB)
The content DB 310 stores an image content file (hereinafter, sometimes referred to as “content” for short) used for a sales screen described later in detail. The content is identified by a content file number (hereinafter sometimes referred to as “content number” for short).

(Background image DB320)
The background image DB 320 stores a background screen used for a sales screen described later in detail. The background screen is identified by the background screen number.

  The control unit 400 realizes an account system function 410, a content collection function 420, an account information notification function 430, a campaign screen display function 440, and a campaign result notification function 450. Hereinafter, each function will be described.

(Account function)
The billing function 410 realizes billing transactions by communicating with the billing host 1 via the GW 2 during normal transactions. Since the billing function 410 is a function generally provided in the ATM 9, a detailed description thereof is omitted.

(Content collection function)
The content collection function 420 is a function that collects (receives) content distributed (transmitted) from the channel control server 5 and stores it in the content DB 310. In the present embodiment, it is assumed that necessary content is collected (received) from the channel control server 5 in advance using the content collection function 420 and stored in the content DB 310. This is because a mechanism for holding content on the ATM 9 side is considered standard when considering the transaction speed at ATM 9 and the timing for displaying the sales screen.

(Account information notification function)
The account information notification function 430 as a customer identification information notification function notifies (transmits) to the channel control server 5 customer identification information for identifying a customer who performs a transaction at the ATM 9 (operates the ATM 9). In this embodiment, account information (store number, subject, account number) is used as customer identification information. The account information is read from the magnetic stripe of the cash card or the IC chip.

(Campaign screen display function)
The campaign screen display function 440 according to the embodiment will be described with reference to FIG. 3 as appropriate. FIG. 3 is a diagram for explaining the configuration of the sales screen according to the embodiment.
The campaign screen display function 440 as a sales screen display function receives sales screen information to display a sales screen, configures a sales screen based on the received sales screen information, and configures the configured sales screen at a determined timing. Output to a display unit (not shown). The sales screen information includes a screen type, message content, content file number, background image number, button information, and the like.

  The campaign screen display function 440 determines the layout of the sales screen according to the screen type included in the sales screen information, arranges the message content in the message content display field 601, and acquires the content identified by the content file number from the content DB 310. By arranging in the content display field 602, acquiring the background image identified by the background image number from the background image DB 320, placing it in the background image display field 603, and placing the button indicated in the button information in the button information display field 604. The sales screen 600 is configured. Note that the sales screen 600 illustrated in FIG. 3 is an example of a sales screen. In the following description, the sales screen 600 illustrated in FIG. 3 may have a different screen layout.

(Campaign result notification function)
When the campaign result notification function 450 includes a button for displaying a response from the customer in the button information display field 604 of the sales screen 600, when the response result from the customer is acquired (for example, the “document information” shown in FIG. When the “request button” or “guidance button on the telephone” is pressed), the reaction result is notified (transmitted) to the channel control server 5.
Above, description of ATM9 is complete | finished.

<Channel control server>
The channel control server 5 according to the embodiment will be described with reference to FIG. FIG. 4 is a configuration diagram of the channel control server 5 according to the embodiment.
The channel control server 5 includes a storage unit 100 and a control unit 200. The storage unit 100 includes a storage medium such as a random access memory (RAM), a read only memory (ROM), a hard disk drive (HDD), and a flash memory. The control unit 200 is realized by a program execution process by a CPU (Central Processing Unit), a dedicated circuit, or the like. When the channel control server 5 is realized by a program execution process, the storage unit 100 stores a sales screen display program for causing the control unit 200 to realize the function of the channel control server 5.

  The storage unit 100 stores a target customer list 110, a reaction result DB 120, a store visit notification subject DB 130, and a campaign DB 150. Hereinafter, each data structure is demonstrated.

(Target customer list)
The target customer list 110 is a segment list for displaying the sales screen 600 (see FIG. 3). The target customer list 110 includes, for example, “foreign currency deposit non-contractee”, “average deposit balance XX yen or more”, “age XX years or more”, etc., in order to register the foreign currency deposit sales screen display target customer group 1. Under the condition, the target customer is extracted from the MCIF 4 and registered as “foreign currency deposit sales screen display target customer group 1”. In the present embodiment, it is assumed that there is one target customer list 110 for one campaign.

(Reaction result DB)
The reaction result DB 120 stores customer reaction results for the sales screen 600 (see FIG. 3) notified from the ATM 9. The reaction result stored in the reaction result DB 120 is finally notified to an upper server such as MCIF 4 and the reaction result is managed on the upper server side.

(DB for store notification customers)
With reference to FIG. 5, the store visit notification subject DB 130 according to the embodiment will be described. FIG. 5 is a data configuration diagram of the store visit notification subject DB 130 according to the embodiment.
The store visit target DB 130 includes a store number 131, a subject 132, an account number 133, a campaign ID 134, a campaign type 135, a target customer list ID 136, a forgotten thing 137, an investment trust contract 138, a foreign currency deposit contract 139, and an update date 140. .
The customer information corresponds to, for example, an investment trust contract 138 and a foreign currency deposit contract 139.

  In the column of the store number 131, identification information for identifying a sales store is stored. In the column of the subject 132, identification information for identifying the subject is stored. The account number 133 column stores identification information for identifying the account. The campaign ID 134 field stores identification information for identifying a campaign. In the column of the campaign type 135, identification information for classifying the campaign is stored. Identification information for identifying the target customer list 110 is stored in the target customer list ID 136 column. Stored in the forgotten item 137 field is information indicating whether or not the customer has left the item. Information indicating whether or not the customer has an investment trust contract is stored in the investment trust contract 138 column. In the field of foreign currency deposit contract 139, information indicating whether or not the customer has a foreign currency deposit contract is stored. In the column of update date 140, the last update time of the corresponding record is stored.

(Campaign DB)
The campaign DB 150 according to the embodiment will be described with reference to FIG. FIG. 6 is a data configuration diagram of the campaign DB 150 according to the embodiment.
The campaign DB 150 includes a campaign ID 151, a campaign name 152, a supplement 153, a content number 154, a background image number 155, and an update date 156.

  In the column of the campaign ID 151, identification information for identifying the campaign is stored. The name of the campaign corresponding to the campaign ID 151 is stored in the campaign name 152 column. In the supplement 153 column, supplementary information regarding the campaign corresponding to the campaign ID 151 is stored. In the column of content number 154, a content number for identifying content used for the sales screen 600 is stored. In the background image number 155 column, a background image number for identifying a background image used for the sales screen 600 is stored. The update date and time 156 field stores the last update time of the corresponding record.

Next, the configuration of the control unit 200 of the channel control server 5 will be described with reference to FIG.
The control unit 200 includes a content distribution function 210, a target customer list registration function 220, a campaign design function 230, an account information acquisition function 240, a store visit notification screen display function 250, a campaign screen notification function 260, a campaign operation management function 270, and a campaign result registration. Function 280 is implemented. Hereinafter, each function will be described in detail.

(Content distribution function)
The content distribution function 210 distributes (transmits) the content used for the sales screen 600 (see FIG. 3) to the ATM 9. In the present embodiment, it is assumed that necessary content is distributed (transmitted) to the ATM 9 in advance using the content distribution function 210.

(Target customer list registration function)
The target customer list registration function 220 stores the target customers extracted by the MCIF 4 in the storage unit 100 as the target customer list 110. In the present embodiment, the target customer list 110 is created in advance. In the present embodiment, it is assumed that there is one target customer list 110 for one campaign.

(Campaign design function)
The campaign design function 230 registers, in the campaign DB 150, a sales screen 600 (see FIG. 3) to be displayed for customers registered in the target customer list 110 (for example, “foreign currency deposit sales screen display target customer group 1”). For example, the campaign design function 230 registers the content number for identifying the content to be arranged on the sales screen 600 in the content number 154 column, and registers the background image number for identifying the background image in the background image number 155 column. Further, the campaign design function 230 registers the target period for displaying the registered sales screen 600, the display frequency, the priority to be displayed on the ATM 9, and the like in items not shown in the campaign DB 150. When the registration of the sales screen 600 and the like is completed by the campaign design function 230, the sales screen 600 can be actually displayed on the ATM 9. Hereinafter, a campaign that can display the sales screen 600 on the ATM 9 may be referred to as an “in-operation campaign”.

(Account information acquisition function)
An account information acquisition function 240 as a customer identification information acquisition function acquires customer identification information from ATM 9 for identifying a customer who performs a transaction at ATM 9 (operates ATM 9). In this embodiment, account information (store number, subject, account number) is used as customer identification information.

(Store notification screen display function)
The store visit notification screen display function 250 according to the embodiment will be described with reference to FIGS. 7 and 8 as appropriate. FIG. 7 is a configuration diagram of a store visit notification screen 500 according to the embodiment. FIG. 8 is a configuration diagram of the waiting status screen 530A of the reception desk system according to the embodiment.

  The store visit notification screen display function 250 as an instruction screen display function receives the customer identification information (account information) acquired by the account information acquisition function 240, and the customer is a person who is a store visit notification target to the executive terminal 7 (see FIG. 1). It is determined whether or not there is. Various methods can be considered for this determination. For example, when the customer is stored in the store visit subject DB 130, it is determined that the customer is the store visit subject to the executive terminal 7 (see FIG. 1).

  The store visit notification screen display function 250 displays a store visit notification screen 500 (see FIG. 7) on the board terminal 7 when it is determined that the customer is a person to be notified of the store visit to the officer terminal 7 (see FIG. 1). . Here, the store visit notification screen 500 includes a customer information display screen 510, a sales screen instruction screen 520, and a high / low counter waiting list button 530 (hereinafter, sometimes referred to as “waiting list button 530”). It is the structure containing these.

  On the other hand, various processes are conceivable when the campaign screen notification function 260 determines that the customer is not a person to be notified of the store visit to the executive office terminal 7 (see FIG. 1). As one means, referring to the target customer list 110, if the customer is registered in the target customer list 110, sales screen information related to the campaign corresponding to the registered target customer list is transmitted to the ATM 9. That is, the conventional sales screen display process shown in FIG. 12 may be performed without displaying the visit notice of the target customer on the executive board terminal 7 in a pop-up.

  The customer information display screen 510 displays information (for example, name, customer contract details, etc.) related to the customer specified by the customer identification information (account information) acquired by the account information acquisition function 240.

  The sales screen instruction screen 520 includes a plurality of buttons (reference numerals 521 to 528) for instructing (selecting) a sales screen 600 (for example, see FIG. 3) displayed on the ATM 9 (see FIG. 1). In the above description, the sales screen 600 of FIG. 3 is shown as an example for explaining the configuration of the sales screen. However, in this embodiment, a plurality of sales screens 610 to 680 corresponding to the buttons (reference numerals 521 to 528) are shown. 9).

  The sales screen instruction screen 520 includes an in-store invitation button 521, a lost item guidance button 522, an emergency contact button 523, an investment trust sales button 524, a foreign currency sales button 525, an insurance sales button 526, an annuity sales button 527, and an individual message display button 528. Although configured, these buttons are exemplary. Therefore, you may make it the structure provided with a part of these buttons or buttons other than these.

Here, the button for instructing the display of the sales screen (see FIG. 9) that the customer does not meet the condition may be grayed out. In FIG. 7, as an example, the forgotten item guide button 522, the investment trust sales button 524, and the foreign currency sales button 525 are grayed out. Whether or not the buttons (reference numerals 521 to 528) are grayed out is referred to the forgotten item 137, the investment trust contract 138, the foreign currency deposit contract 139, etc. in the DB 130 for store visit person in charge (see FIG. 3). For example, the store visit notification screen display function 250 grays out the forgotten item guide button 522 when the forgotten item 137 of the store visit person in charge DB 130 is registered as “none”.
As a result, it is possible to prevent an incorrect instruction to display on the ATM 9 a sales screen that does not match the customer at the board terminal 7.

  The processing when the in-store invitation button 521 to the individual message display button 528 is selected (pressed) by the board terminal 7 and details of the sales screens 610 to 680 (see FIG. 9) displayed on the ATM 9 are shown in the campaign screen notification function 260. I will explain it.

  The waiting list button 530 serving as a store congestion information display instruction screen is selected by the office terminal 7 when the store attracting button 521 is selected and the congestion status in the store (store counter) is to be confirmed. When the waiting list button 530 is selected, the store visit notification screen display function 250 acquires information on the congestion status of the reception counter in the store from the server of the reception counter system (not shown), and receives the reception counter as a store congestion information display screen. A system wait status screen 530A (see FIG. 8) is displayed on the executive board terminal 7. As a result, by referring to the low counter wait list column 530B and the high counter wait list column 530C of the wait status screen 530A, it is possible to know the congestion status of the reception desk in the store, and the office determines whether the store can be attracted. Can guide customers. For this reason, it is possible to prevent the customer from being attracted to the store by selecting the store attract button 521 even though the store (the counter at the store) is congested.

(Campaign screen notification function)
The campaign screen notification function 260 will be described with reference to FIGS. 9A to 9B as appropriate. 9A to 9B are examples of sales screens 610 to 680 according to the embodiment.
The campaign screen notification function 260 as the sales screen notification function is selected when a plurality of buttons (reference numerals 521 to 528) displayed on the sales screen instruction screen 520 of the store visit notification screen 500 (see FIG. 7) are selected (pressed). Sales screen information relating to the sales screens 610 to 680 (see FIGS. 9A to 9B) corresponding to the selected (pressed) buttons (reference numerals 521 to 528) is transmitted to the ATM 9.

  In addition, in the case where the campaign screen notification function 260 determines that the customer is not the person to be notified of the store visit to the board terminal 7 (see FIG. 1), the campaign screen notification function 260 If the customer is registered in the target customer list 110 with reference to the target customer list 110, the sales screen information related to the campaign corresponding to the registered target customer list is transmitted to the ATM 9.

  The sales screen information includes message content, content file number, screen type, and the like displayed on a display unit (not shown) of ATM 9. Upon receiving the sales screen information, the ATM 9 identifies the screen layout by the screen type, configures the sales screen based on the content file and the message wording, and displays the configured sales screens 610 to 680 (see FIGS. 9A to 9B). To do. Hereinafter, sales screens 610 to 680 (see FIGS. 9A to 9B) to be displayed when each button (reference numerals 521 to 528) is selected (pressed) will be described.

When the store invitation button 521 (see FIG. 7) is selected by the office terminal 7, the campaign screen notification function 260 may be referred to as a sales screen 610 (hereinafter, “in-store guidance screen 610”) shown in FIG. 9A. Sales screen information regarding (A) is transmitted to ATM 9.
When the forgotten item guidance button 522 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 may be referred to as a sales screen 620 (hereinafter referred to as “the lost item guidance screen 620”) shown in FIG. 9A (b). Sales screen information regarding (A) is transmitted to ATM 9.

When the emergency contact button 523 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 is referred to as the sales screen 630 (hereinafter referred to as “emergency contact screen 630”) shown in FIG. 9A (c). The sales screen information relating to (there is) is transmitted to ATM9.
When the investment trust sales button 524 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 may be referred to as a sales screen 640 (hereinafter referred to as “investment trust sales screen 640”) shown in FIG. 9A (d). Sales screen information regarding (A) is transmitted to ATM 9.

When the foreign currency sales button 525 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 is referred to as a sales screen 650 shown in FIG. 9B (hereinafter referred to as “foreign currency deposit sales screen 650”). The sales screen information relating to (there is) is transmitted to ATM9.
When the insurance sales button 526 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 may be referred to as a sales screen 660 (hereinafter referred to as “insurance sales screen 660”) shown in FIG. 9B (b). Sales screen information regarding (A) is transmitted to ATM 9.

When the pension sales button 527 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 may be referred to as a sales screen 670 shown in FIG. 9B (c) (hereinafter referred to as “pension sales screen 670”). Sales screen information regarding (A) is transmitted to ATM 9.
When the individual message display button 528 (see FIG. 7) is selected by the board terminal 7, the campaign screen notification function 260 is referred to as the sales screen 680 shown in FIG. 9B (d) (hereinafter referred to as “individual message screen 680”). The sales screen information relating to (there is) is transmitted to ATM9. Here, in the sales screen information related to the individual message screen 680, the message content is displayed on the office terminal 7 by displaying the individual message notification screen 528A shown in FIG. 10 after the individual message display button 528 is selected. The message content is determined by pressing the button 528C after inputting arbitrary message content in the column 528B.

  Of the sales screens 610 to 680 (see FIGS. 9A to 9B), for the screens registered in the campaign (that is, the campaign screens), the process of displaying the campaign sales screen is used. May be.

(Campaign operation management function)
Returning to FIG. 4, the campaign operation management function 270 confirms the status of the campaign in operation and performs stop setting. The stop setting is used when the contents of the registered sales screens 610 to 680 (see FIGS. 9A to 9B) are incorrect.

(Campaign result registration function)
When the campaign result registration function 280 includes a screen for taking a response from the customer in the sales screens 610 to 680 (see FIGS. 9A to 9B) displayed on the ATM 9, when the response result from the customer is acquired, The reaction result is stored in the reaction result DB 120. In addition, the campaign result registration function 280 notifies the reaction result stored in the reaction result DB 120 to a higher order server such as MCIF4.
Above, description of the channel control server 5 is complete | finished. Also, the description of the configuration of the sales screen display system 1000 ends.

<< Operation of Sales Screen Display System According to Embodiment >>
Hereinafter, main operations in the sales screen display system 1000 will be described.
<Display operation of sales screen>
With reference to FIGS. 11A and 11B, the sales screen display operation in the sales screen display system 1000 will be described. 11A and 11B are sequence diagrams of the sales screen display system 1000 according to the embodiment.

First, referring to FIG. 11A, the billing function 410 of ATM 9 displays a transaction menu screen on the display unit when the customer comes to the front of ATM 9 (step S10). On the transaction menu screen, a menu for starting an account transaction is displayed. The customer selects an arbitrary transaction on the transaction menu screen.
Next, the billing function 410 displays a card insertion screen for prompting insertion of a cash card on the display unit (step S20). The customer inserts the cash card into the card insertion slot according to the card insertion screen. As a result, the billing function 410 reads account information (store number, item, account number) from the magnetic stripe or IC chip of the cash card.

Next, the ATM accounting function 410 displays a password input screen for prompting the input of the password on the display unit (step S30). The customer inputs the password using an input unit (not shown) according to the password input screen. As a result, the billing function 410 transmits the read account information and the entered password to the billing host 1 (FIG. 1), and as a response, the billing function 410 determines whether the password is correct. Receive from.
Next, when the personal identification number input in step S30 is correct, the billing function 410 transmits the account information (store number, item, account number) read in step S20 to the channel control server 5 (step S40). ).

Next, the store visit notification screen display function 250 of the channel control server 5 receives the account information acquired by the account information acquisition function 240, and the customer is a display target person of the store visit notification screen to the officer terminal 7 (see FIG. 1). It is determined whether or not there is (step S50).
When it is determined in step S50 that the customer is a display target person of the store visit notification screen (step S50 “Yes”), the process proceeds to step S60. On the other hand, if it is determined in step S50 that the customer is not a display target person of the store visit notification screen (step S50 “No”), the process proceeds to step S90.

When it is determined as “Yes” in step S50, the store visit notification screen display function 250 of the channel control server 5 notifies the executive terminal 7 of the display of the store visit notification screen 500 (see FIG. 7) (step S60). ).
Next, the board terminal 7 displays a store visit notification screen 500 (see FIG. 7) (step S70). Next, when any of the buttons (reference numerals 521 to 528) displayed on the sales screen instruction screen 520 is pressed, the sales screens 610 to 680 corresponding to the buttons (reference numerals 521 to 528) (FIGS. 9A to 9D). 9B) is selected (step S80).

Next, the campaign screen notification function 260 of the channel control server 5 displays the sales screen information related to the sales screens 610 to 680 (see FIGS. 9A to 9B) corresponding to the buttons (reference numerals 521 to 528) pressed in step S80 to ATM9. (Step S90). As a result, the sales screens 610 to 680 (see FIGS. 9A to 9B) to be displayed on the ATM 9 can be selected using the store visit notification screen 500 (see FIG. 7) displayed on the board terminal 7.
If it is determined “No” in step S50, the campaign screen notification function 260 refers to the target customer list 110. If the customer is registered in the target customer list 110, the registered target customer list is displayed. Sales screen information related to the campaign corresponding to is sent to ATM9.

  Next, referring to FIG. 11B, the campaign screen display function 440 of ATM 9 checks whether or not to display a sales screen (step S100), and determines that the sales screen is displayed (step S100 “Yes”). The process proceeds to step S110. On the other hand, if it is determined that the sales screen is not displayed (step S100 “No”), the process proceeds to step S150. The reason why the campaign screen display function 440 checks whether or not to display the sales screen in step S100 is to output the sales screens 610 to 680 (see FIGS. 9A to 9B) to the display unit at a determined timing. .

  When it is determined as “Yes” in step S100, the ATM 9 campaign screen display function 440 is transferred from the account function 410 to the ATM 9 control, and based on the received sales screen information, sales screens 610 to 680 (FIG. 9A). (Refer to FIG. 9B), and the configured sales screens 610 to 680 (refer to FIG. 9A to FIG. 9B) are output to the display unit (step S110). When the customer presses a button arranged in the button information display field, the sales screens 610 to 680 (see FIGS. 9A to 9B) are completely displayed (step S120).

Next, the campaign result notification function 450 of ATM 9 transmits the reaction result from the customer to the channel control server 5 (step S130). Then, the campaign result registration function 280 of the channel control server 5 stores the reaction result received in step S130 in the reaction result DB 120 (step S140), and transmits the registration result to the ATM 9. Next, the control of the ATM 9 is transferred to the account system function 410 to return to the account system transaction, and the account system function 410 displays the account system processing screen (step S150).
This is the end of the description of the sales screen display operation.

  As described above, the channel control system 1000 and the channel control server 5 according to the embodiment display the store visit notification screen 500 (see FIG. 7) informing that the customer who wants to contact the office terminal 7 has visited the store. The sales screens 610 to 680 (see FIGS. 9A and 9B) displayed on the ATM 9 operated by the customer can be changed by an instruction from the office. Therefore, the channel control system 1000 and the channel control server 5 according to the embodiment can display the best sales screens 610 to 680 (see FIGS. 9A and 9B) considered by the officers.

[Modification]
As mentioned above, although embodiment of this invention was described, this invention is not limited to this, It can implement in the range which does not change the meaning. The modification of embodiment is shown below.

(ATM)
In the embodiment, it is assumed that ATM 9 is used as the customer operation terminal, but an unmanned contractor or other customer operation type terminal can be used as the customer operation terminal.

5 Channel control server (sales screen display server)
7 Board terminal (sales screen instruction device)
9 ATM (customer operation terminal)
110 Target customer list 120 Reaction result DB
130 DB for visitor notification
150 Campaign DB
240 Account information acquisition function (customer identification information acquisition unit)
250 Visit notification screen display function (instruction screen display part)
260 Campaign screen notification function (Sales screen notification part)
310 Content DB
320 Background image DB
430 Account information notification function 440 Campaign screen display function 600, 610, 620, 630, 640, 650, 660, 670, 680 Sales screen 1000 Sales screen display system

Claims (7)

A sales screen display server connected to be able to communicate with a customer operation terminal and a sales screen instruction device,
A customer identification information acquisition unit for acquiring customer identification information for identifying a customer who operates the customer operation terminal;
Causing the sales screen instruction device to display a customer information display screen for displaying information about the customer specified by the acquired customer identification information and a sales screen instruction screen for instructing a sales screen to be displayed on the customer operation terminal. An instruction screen display,
A sales screen notification unit for displaying the sales screen on the customer operation terminal by notifying the customer operation terminal of the sales screen instructed using the sales screen instruction screen;
A sales screen display server characterized by comprising: The sales screen includes a campaign screen,
The sales screen instruction screen includes a campaign screen instruction screen for instructing the campaign screen.
The sales screen display server according to claim 1. The instruction screen display unit
The campaign targeted by the customer is determined based on customer information, and the campaign screen instruction screen is displayed so that a target campaign determined to be a target and a non-target campaign determined not to be a target can be identified. ,
The sales screen display server according to claim 2, wherein: The customer operation terminal is constituted by one of an automatic teller machine, an unmanned contract machine, and a customer operation type terminal.
The sales screen display server according to any one of claims 1 to 3, wherein the sales screen display server is provided. Furthermore, it is connected to the reception desk system so that it can communicate,
The customer operation terminal is configured as an automatic teller machine installed in a store,
The instruction screen display unit
Acquiring store congestion information indicating the congestion status of the store from the reception window system, and further displaying a store congestion information display instruction screen for displaying the acquired store congestion information on the sales screen instruction device;
The sales screen display server according to any one of claims 1 to 3, wherein the sales screen display server is provided. A sales screen display method executed by a sales screen display server communicably connected to a customer operation terminal and a sales screen instruction device,
Obtaining customer identification information for identifying a customer who operates the customer operation terminal;
A customer information display screen that displays information about the customer specified by the acquired customer identification information, and a sales screen instruction screen that instructs a sales screen to be displayed on the customer operation terminal are displayed on the sales screen instruction device. ,
By notifying the customer operation terminal of the sales screen instructed using the sales screen instruction screen, the sales screen is displayed on the customer operation terminal.
A sales screen display method characterized by that.   A sales screen display program for causing a computer to execute the sales screen display method according to claim 6.

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