JP2018088046A - Terminal management system and terminal management method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To enable proper terminal management and service provision in accordance with various conditions such as customers, operations, shops, etc.SOLUTION: A terminal management system 100 comprises: a storage device 101 for holding history information including business contents provided to each customer in the past at a branch office and contents of movement of the customer in the branch office; and an arithmetical unit 104 which compares each information of business contents desired by a prescribed customer and the contents of movement of a terminal 200 of the prescribed customer at the branch office, obtained this time from the terminal, with the history information, specifies history information which matches at least part of business contents and contents of movement of this time respectively, and executes a process for distributing predetermined information corresponding to at least one of the attributes of a customer, business contents, and contents of movement indicated by the history information to a predetermined device as information relating to the prescribed customer.SELECTED DRAWING: Figure 2

Description

  The present invention relates to a terminal management system and a terminal management method, and more specifically, to a technology that enables accurate terminal management and service provision according to various conditions such as customers, businesses, and stores.

  There is a movement to lend an information terminal such as a tablet to a customer at a sales office of a financial institution, etc., and provide information to the customer or manage a response order at a window through the information terminal. The use of such information terminals as appropriate can be expected to improve customer satisfaction and sales efficiency, but there are cases where information terminals are taken out of the store. Therefore, when an information terminal is introduced, the management work is newly generated.

  On the other hand, if a physical option such as an alarm tag is attached to the information terminal in order to appropriately perform the above management work, the customer may have the impression that he / she is not trusted. Thus, a technique for managing information terminals without using tags or the like has been proposed.

  For example, a lending management system having a portable terminal lent out from a predetermined area, and a terminal management device that manages a rented state of the portable terminal and a use state of the lent portable terminal, the portable terminal It has a transmission means which transmits the positional information on a portable terminal, and the terminal information containing the information which shows the operation | movement of the said portable terminal, and the operation presence or absence to the said terminal management apparatus, The said terminal management apparatus is the said transmission means. Receiving means for receiving the transmitted location information and the terminal information; and management means for identifying and managing a use state of the lent portable terminal based on whether or not the location information can be received and the terminal information; A lending management system (see Patent Document 1) and the like have been proposed.

JP2015-52835A

  However, there are a wide variety of services provided to customers in financial institutions, and the locations where customers are located in sales offices may vary depending on the services used and customer attributes. Further, the store structure and size vary depending on the financial institution or the store.

  Therefore, even if an attempt is made to detect the take-out of the information terminal simply by the communication status of the information terminal, the information terminal cannot be managed accurately depending on various conditions such as the service being used and the structure of the sales office, and erroneous detection may occur. There is also a fear that it will occur. Of course, it is also difficult to appropriately distribute information according to the situation of each customer in the store.

  SUMMARY OF THE INVENTION An object of the present invention is to provide a technique that enables accurate terminal management and service provision according to various conditions such as customers, businesses, and stores.

The terminal management system of the present invention that solves the above problems includes a storage device that retains history information including business contents provided in the past to each customer in a sales office and contents of movement of the customer in the sales office, and the sales office The information obtained from the terminal of the predetermined customer at the terminal is collated with the history information for the information on the desired business contents and the movement contents of the terminal, and at least a part of each of the current business contents and the movement contents. Is specified, and processing for distributing predetermined information according to at least one of the attributes of the customer, the business content, and the movement content indicated by the historical information to the predetermined device as information about the predetermined customer is executed. And an arithmetic unit.

  Further, the terminal management method of the present invention includes an information processing system including a storage device that holds history information including business contents provided in the past to each customer at a sales office and contents of movement of the customer in the sales office. The information obtained from the terminal of the predetermined customer at the sales store, the information on the desired business contents and the movement contents of the terminal, are compared with the history information, and Processing that identifies history information that at least partially matches, and distributes predetermined information according to at least one of the attributes of the customer, the business content, and the movement content indicated by the history information to the predetermined device as information about the predetermined customer It is characterized by performing.

  ADVANTAGE OF THE INVENTION According to this invention, the exact terminal management and service provision according to various conditions, such as a customer, work, a shop, are attained.

It is a network block diagram containing the terminal management system of this embodiment. It is a figure which shows the hardware structural example of the terminal management system of this embodiment. It is a figure which shows the hardware structural example of the customer terminal of this embodiment. It is a figure which shows the data structural example of the terminal information table of this embodiment. It is a figure which shows the data structural example of the beacon information table of this embodiment. It is a figure which shows the data structural example of the log | history table of this embodiment. It is a figure which shows the example of a data structure of the work information table of this embodiment. It is a figure which shows the data structural example of content DB of this embodiment. It is a figure which shows the data structural example of the signage table of this embodiment. It is a figure which shows the example of a flow of the terminal management method in this embodiment. It is a figure which shows the example 1 of a screen in this embodiment. It is a figure which shows the example 2 of a screen in this embodiment. It is a figure which shows the example 3 of a screen in this embodiment. It is a figure which shows the example 4 of a screen in this embodiment.

--- Network configuration ---

  Embodiments of the present invention will be described below in detail with reference to the drawings. FIG. 1 is a network configuration diagram including a terminal management system 100 of the present embodiment. A terminal management system 100 shown in FIG. 1 is a computer system that enables accurate terminal management and service provision according to various conditions such as customers, business, and stores.

  A terminal management system 100 illustrated in the network configuration of FIG. 1 is connected to a customer terminal 200, a teller terminal 300, an information distribution server 400, and a signage 500 via an appropriate network 10 in a sales office of a financial institution. Yes.

  Among these, the customer terminal 200 is an in-store terminal which is a terminal management target of the present embodiment, and is a terminal from which a customer who visits a sales office of a financial institution is lent from the store. Of course, the terminal is not limited to this form, and may be a terminal personally owned by the customer.

  The customer uses the customer terminal 200 to perform an input operation regarding a desired business related to financial transactions (for example, opening an account, withdrawing and depositing a deposit and saving, purchasing or selling a financial product, etc.). Receive appropriate services such as information distribution. The customer terminal 200 receives information distribution from the terminal management system 100 and receives and displays various contents distributed from the information distribution server 400. The customer terminal 200 is specifically a mobile terminal such as a smartphone or a tablet terminal.

  The customer terminal 200 described above includes a short-range wireless communication unit 207 (described later), receives radio waves from a beacon unit 20 (described later) within a predetermined distance range from itself, establishes communication, and the beacon unit The beacon ID received from 20 (may include position information indicating the installation position of the beacon unit 20) and its own terminal ID stored in advance are transmitted to the terminal management system 100.

  Further, the teller terminal 300 is a terminal operated by a teller who handles customers at a sales office window. The teller terminal 300 receives information distributed from the terminal management system 100 (for example, the behavior of a customer lent to the customer terminal 200 is suspicious), and displays it on a display or the like. Specifically, this teller terminal 300 is assumed to be a general PC, tablet terminal, or the like.

  In addition, the information distribution server 400 provides the customer terminal 200 and the signage 500 with information on the location of the financial product or service content and the location of an explanation medium (such as a product brochure) of the financial product or service. : Brochure shelf location information in a sales store) and the like.

  The signage 500 is a display device that is installed in one or more spaces in the store where the above-mentioned customer moves. Specifically, each display device is assumed to be installed at regular intervals in the space of the sales office. This signage 500 includes contents of financial products and services distributed from the above-described information distribution server 400 (which may be the terminal management system 100), and explanation media (eg, product pamphlets) of such financial products and services. The guidance information to the location of the location, etc. will be displayed.

A plurality of beacon units 20 are installed in the above-mentioned store. The beacon unit 20 is a device that performs short-range wireless communication with a customer terminal 200 that is within a certain distance from itself. The beacon unit 20 is a short-range wireless communication unit similar to that of the customer terminal 200 described above, transmits a short-range wireless communication radio wave at regular intervals, and enters the communicable range of the customer terminal 200. Predetermined communication processing according to the short-range wireless communication protocol is executed. When the communication is successfully established, the beacon unit 20 notifies the communication partner customer terminal 200 of the beacon ID as identification information of the beacon unit 20.
--- Hardware configuration ---

  FIG. 2 is a diagram illustrating a hardware configuration example of the terminal management system 100 according to the present embodiment. Further, the hardware configuration of the terminal management system 100 of the present embodiment is as follows.

  The terminal management system 100 according to the present embodiment includes a storage device 101 configured with an appropriate nonvolatile storage element such as an SSD (Solid State Drive) or a hard disk drive, a memory 103 configured with a volatile storage element such as a RAM, and the storage device 101. The program 102 held in the computer is read out and executed in the memory 103 to perform overall control of the device itself and perform various determinations, computations and control processes, and the CPU 104 and other devices connected to the network 10 and communicate with other devices. A network interface 105 responsible for processing is provided.

  In the storage device 101, in addition to the program 102 for implementing functions necessary for the terminal management system 100 of this embodiment, the terminal information table 125, the beacon information table 126, the history table 127, and the business information At least a table 128 is stored. Details of these tables will be described later.

  FIG. 3 is a diagram illustrating a hardware configuration example of the customer terminal 200 according to the present embodiment. The customer terminal 200 according to the present embodiment includes a storage device 201 configured with an appropriate nonvolatile storage element such as an SSD (Solid State Drive) or a hard disk drive, a memory 203 configured with a volatile storage element such as a RAM, and a storage device 201. The stored program 202 is read out to the memory 203 and executed to perform overall control of the device itself, and perform various determinations, computations and control processes, an arithmetic device 204 such as a CPU, an input / output device 205 such as a touch panel, and the network 10 A network interface 206 that is connected to perform communication processing with other devices and a short-range wireless communication unit 207 are provided.

  The short-range wireless communication unit 207 is a device that establishes a predetermined communication process in accordance with the short-range wireless communication protocol with the beacon unit 20 that has entered the communicable range and acquires identification information of the beacon unit 20. is there. For such short-range wireless communication establishment processing, existing technology may be adopted as appropriate.

  The customer terminal 200 may include a GPS unit. In this case, instead of obtaining the beacon ID by communication with the beacon unit 20, the positioning information of the current position of the own device is obtained from the GPS unit. In this case, the customer terminal 200 transmits the positioning information to the terminal management system 100.

Note that the hardware configurations of the teller terminal 300 and the information distribution server 400 of the present embodiment are the same as those of a general information processing terminal and server, and a description thereof will be omitted.
--- Data structure example ---

  Next, tables used by the terminal management system 100 of this embodiment will be described. FIG. 4 shows an example of the terminal information table 125 in the present embodiment.

  The terminal information table 125 is a table that stores information on the customer terminal 200 that is lent to a customer at a sales store. The data structure includes a terminal ID that uniquely identifies the customer terminal 200 as a key, a status indicating whether or not the loan is in progress, identification information of a customer currently lent, information on a business desired by the customer, This is a set of records in which values such as the contents of movement (status of the procedure constituting the corresponding business and customer position information at the time of executing the procedure) are associated with each other.

  Regarding the above-mentioned loan status, customer identification information, and business information, when a customer service representative of a sales office lends the customer terminal 200 to a customer and ends the loan and receives the terminal, The interface corresponding to “loan start” and “loan end” is operated on the customer terminal 200, and the desired business information heard from the customer and the customer identification medium such as a cash card presented by the customer are read. Account information, that is, customer identification information is input and uploaded to the terminal management system 100.

  Of course, the terminal management system 100 determines the value related to the status during lending in accordance with the presence / absence of energization in a predetermined device such as the charging terminal of the customer terminal 200 (for example, no energization: lending, energization: return state). You may acquire automatically from an applicable apparatus.

  In addition, the status of the procedure constituting the business is updated by the terminal management system 100 by acquiring values such as “processing” and “finished” from the teller terminal 300 of the window in charge of the procedure.

  FIG. 5 shows an example of the beacon information table 126 in the present embodiment. The beacon information table 126 of the present embodiment is a table that stores information of the beacon unit 20 installed in a sales store.

  The data structure is an aggregate of records in which the position information of the beacon unit 20 is associated with the beacon ID that uniquely identifies the beacon unit 20 as a key.

  FIG. 6 shows an example of the history table 127 in the present embodiment. The history table 127 according to the present embodiment is a table that stores the business contents provided to each customer in the past and the movement contents of the customer in the sales office, which are obtained for each customer who visits the sales shop, in association with each other.

  The data structure includes a history ID that uniquely identifies each record as a key, the identification information of the customer who lent the customer terminal 200, the business desired by the customer, and a series of procedures sequentially executed at the sales office with respect to the business , A set of records in which data of movement of the customer terminal 200 lent to the customer (position information at the time of execution of each procedure) and predetermined data generated for the customer in accordance with the execution of the series of procedures are associated with each other Is the body.

  FIG. 7 is a diagram illustrating a data configuration example of the business information table 128 according to the present embodiment. The business information table 128 according to the present embodiment is a table that stores business content information provided at a branch. The data structure is a collection of records in which information of a procedure constituting the business and a window in charge of the procedure are associated with each other using a business name that uniquely identifies the business as a key.

  FIG. 8 shows an example of the content DB 425 in the present embodiment. The content DB 425 of the present embodiment is held by the information distribution server 400, and stores information on the location of financial products and service contents and explanation media (eg, product brochures) of such financial products and services. It is a database.

  The data structure is a collection of records in which data such as the content data and the location information of the explanation medium of the financial product or service corresponding to the content are associated with the content ID that uniquely identifies the content as a key. .

  FIG. 9 shows an example of the signage table 426 in the present embodiment. The signage table 426 of the present embodiment is held by the information distribution server 400 and is a table that stores information on the signage 500 installed in the sales office.

The data structure is a collection of records in which the signage 500 that uniquely identifies the signage 500 is used as a key and the position information of the signage 500 is associated.
--- Flow example ---

  Hereinafter, the actual procedure of the terminal management method in the present embodiment will be described with reference to the drawings. Various operations corresponding to the terminal management method described below are realized by a program that the terminal management system 100 reads into a memory or the like and executes. And this program is comprised from the code | cord | chord for performing the various operation | movement demonstrated below.

FIG. 10 is a diagram illustrating a flow example of the terminal management method in the present embodiment. Here, it is assumed that a customer of a financial institution visits a sales office of the financial institution. The customer also wants to provide services for services such as “procurement of investment trust”. On the other hand, a customer service representative at a sales office responds when the customer visits the store, and lends the customer terminal 200 managed by the sales office to the customer.

  At this time, when the customer service person lents the customer terminal 200 to the customer, the input / output device 205 of the customer terminal 200 operates an interface corresponding to “loan start”, and also hears from the customer. Information on desired business such as “procurement of investment trust” and account information read from a customer identification medium such as a cash card presented by the customer, that is, customer identification information are input (see screen 1000 in FIG. 11). In this case, the customer terminal 200 accepts the content input by the customer service representative and uploads it to the terminal management system 100 (s100).

  At this time, the terminal management system 100 has information uploaded from the customer terminal 200, that is, that the customer terminal 200 has been loaned (status indicating whether or not the loan is made), and identification information of the customer to be loaned And the information of the business desired by the customer is obtained, and the record of the customer terminal 200 in the terminal management table 125 is updated with this information (s101).

  Subsequently, the terminal management system 100 collates the desired business information obtained from the customer terminal 200 with the business information table 128, and performs the first procedure among the procedures constituting the corresponding business such as “procurement procedure for investment trust”. Information on the window to be used is specified, and a message to the effect of waiting in the vicinity of the window (see screen 1200 in FIG. 12) is transmitted to the customer terminal 200 (s102).

  On the other hand, the customer terminal 200 lent to the above customer receives the above-mentioned message transmitted from the terminal management system 100 and displays it on the input / output device 205 (s103). The customer browses this message, moves to the vicinity of the window indicated by the message, and waits.

  When the customer moves, the customer terminal 200 establishes communication between the beacon unit 20 and the short-range wireless communication unit 207 each time the customer terminal 200 approaches the beacon unit 20 installed in the store, and the beacon ID of the beacon unit 20 is determined. Is acquired (s104). In addition, the customer terminal 200 transmits the acquired beacon ID and its own terminal ID to the terminal management system 100 via the network 10 via the network interface 206 (s105).

  That is, the customer terminal 200 establishes communication with each of the beacon units 20 existing on the route from the lending location of the customer terminal 200 to the window corresponding to the desired business, and the beacon ID (and its terminal) obtained in this way. ID) is notified to the terminal management system 100 as information on the next movement contents of the customer in the store.

  When the customer's desired business is processed through a plurality of windows, the customer's movement at the sales office occurs for each series of procedures required for the business. In that case, every time the teller terminal 300 is notified that one procedure is completed, the terminal management system 100 specifies the next procedure in the business information table 128 and prompts the user to move to the window for that procedure. The message is transmitted to the customer terminal 200. This process is the same as s102. In response to the notification from the teller terminal 300 that the procedure has been completed, the terminal management system 100 changes the value of “procedure status” of the corresponding record in the terminal information table 125 from “processing” to “finished” Update to

  When the customer moves with the transmission of the message, the customer terminal 200 and the beacon unit 20 and the short-range wireless communication unit each time the customer terminal 200 approaches the beacon unit 20 as in the case of s104 and s105 described above. Communication is established at 207, the beacon ID of the beacon unit 20 is acquired, and transmitted to the terminal management system 100 together with its own terminal ID.

  The terminal management system 100 receives the beacon ID and the terminal ID transmitted from the customer terminal 200 at least once as described above (s106).

  Further, the terminal management system 100 collates the beacon ID obtained in s106 with the beacon information table 126 to obtain the position information of the corresponding beacon unit 20, and collates the terminal ID with the terminal information table 125 to record. And the above-mentioned position information is added to the movement content column in the record (s107). When adding such location information, the terminal management system 100 also adds the value of “procedure status” at the time of addition to the corresponding column.

  The terminal management system 100 obtains the desired business contents for the customer immediately after the status of the predetermined percentage of the procedures constituting the above-mentioned business is “completed”. Each information of the movement contents of the customer (including information on procedures constituting the business) and the customer is extracted from the terminal information table 125 described above, and this is collated with the history table 127 (s1108).

  At the time of this collation, the terminal management system 100 obtains each information of a series of procedures sequentially executed at the sales office with respect to a desired business and a position of the customer at the time of executing each of the series of procedures. The history table 127 is collated, and the history information of the next procedure and the history information in which at least a part, preferably all, of each position of the customer at the time of execution of the procedure match are specified.

  As a result of the above collation, when the history information that matches at least a part of each of the current business content and the moving content cannot be identified from the record of the history table 127 (s109: n), the terminal management system 100 performs the process. finish.

  On the other hand, as a result of the above-described collation, when the history information in which at least a part of each of the current business content and the moving content matches can be identified from the record of the history table 127 (s109: y), the terminal management system 100 identifies The predetermined information corresponding to at least one of the attributes of the customer, the business content (including the concept of the procedure), and the movement content indicated by the history information is distributed to the customer terminal 200 or the teller terminal 300 as information related to the customer. (S110).

  Note that, when distributing information in s110, the terminal management system 100 performs, for example, at least one of the above-described series of procedures at the corresponding position, and as a result of the customer terminal 200 having occurred for the customer. Information on an event such as taking out of the store is acquired from the history table 127, and this event information is distributed to the teller terminal 300 as an alert (see screen 1300 in FIG. 13) for a predetermined action that can be caused by the customer.

Alternatively, when distributing information in s110, the terminal management system 100, for example, executes at least one of the above-described series of procedures at the corresponding position, and as a result, the corresponding customer wakes up regarding a predetermined product or service. The information on the behavior of the customer is acquired from the history table 127, and the content of the predetermined product or service or the information indicating the location of the explanation medium of the corresponding product or service (see the screen 1400 in FIG. 14). The information distribution server 400 is instructed to display on the nearest signage 500, or the corresponding content and the corresponding information are acquired from the information distribution server 400 and distributed to the customer terminal 200 of the predetermined customer or the nearest signage 500 of the corresponding customer. .

  When the terminal management system 100 gives the above-described instruction to the information distribution server 400, the terminal management system 100 notifies the information distribution server 400 of the latest position information held in the terminal information table 125 regarding the customer. Information distribution server 400 collates this position information with the position information of each signage 500 in signage table 426 to identify the nearest signage 500. Further, when the terminal management system 100 acquires the corresponding content and the corresponding information from the information distribution server 400 and distributes them to the customer terminal 200 of the predetermined customer or the signage 500 nearest to the corresponding customer, the terminal management system 100 uses the above-mentioned latest position information as a key. The information distribution server 400 is notified of the search request for the nearest signage 500, and information on the nearest signage 500 is obtained from the information distribution server 400.

  In addition, when distributing the above-mentioned content etc. in s110, the terminal management system 100 corresponds to the corresponding customer during the above-described series of procedures in the corresponding business (for example, the period during which the procedure A to the procedure C are performed). Information indicating the location of the corresponding content or the corresponding explanation medium at a predetermined time before the time when an action is taken with respect to the product or service (for example, when the status of procedure C transitions from “processing” to “completed”) If it is distributed to the customer terminal 200 of the predetermined customer, it is preferable that the customer terminal 200 can promptly display contents and the like in advance when the customer takes a corresponding action.

  Although the best mode for carrying out the present invention has been specifically described above, the present invention is not limited to this, and various modifications can be made without departing from the scope of the invention.

  According to this embodiment, it is possible to perform accurate terminal management and service provision according to various conditions such as customers, businesses, and stores.

  At least the following will be clarified by the description of the present specification. That is, in the terminal management system according to the present embodiment, the computing device is the information regarding the business content desired by the predetermined customer and obtained from the predetermined customer's terminal at the time of the identification. The history information of the next procedure and the information of the series of procedures sequentially executed in step 1 and the information on the movement contents of the terminal and the position of the terminal at the time of execution of each of the procedures are compared with the history information. It is good also as what specifies the history information in which at least one part of each position of the terminal concerned at the time of execution of the procedure corresponds.

  According to this, it is possible to identify a past customer whose business procedure and execution position are sequentially matched at least partially, that is, a customer whose purpose, history of the procedure, and action history are similar. It becomes. As a result, it becomes possible to accurately identify and distribute information about correspondence required for such customers.

  Further, in the terminal management system according to the present embodiment, the arithmetic device, as the predetermined information, performs at least one of the series of procedures at the corresponding position as a result of the predetermined event occurring for the corresponding customer. The information may be acquired from the history information, and the information on the predetermined event may be distributed to a predetermined device as an alert for a predetermined action that can be performed by the predetermined customer.

According to this, for example, “acquisition of application contents at the terminal”, “standby in the area A”, “teller”, which is sequentially performed for the business of “purchase of financial products” for a customer of a certain attribute Confirmation of application contents and customer attributes by "," Calling to area B VIP window "," Purchase procedure at window "," Standby at area B "," Completion of procedure and exit of window "," A series of procedures such as “Exit from Exit” and their execution positions are identified at least partially in the past, i.e., customers who have similar purposes with the purpose, history of the procedure, and behavior history of the next customer. Accurately identify the information necessary for the customer (eg, for customers who only want to stay in the store for a long time, or for suspicious behavior such as taking a terminal out of the store). To tell Tellers It can be.

  Moreover, in the terminal management system of this embodiment, as a result of executing at least one of the series of procedures as the predetermined information at the corresponding position, the arithmetic device performs a predetermined product or Acquiring information on actions taken for a service from the history information, and distributing the content of the predetermined product or service or information indicating the location of an explanation medium of the corresponding product or service to the terminal of the predetermined customer It is good also as.

  According to this, for example, “acquisition of application contents at the terminal”, “standby in the area A”, “teller”, which is sequentially performed for the business of “purchase of financial products” for a customer of a certain attribute Among the series of procedures such as “confirm application contents and customer attributes”, “call to VIP contact area B”, “purchase procedure at counter”, “standby at area B”, “standby at area B” ”, When more than a certain number of customers are browsing the contents of“ mortgage ”products on the terminal, the corresponding contents, etc. are placed on the terminal of the next customer who is performing the same series of procedures at the same position. It becomes possible to deliver.

  Further, in the terminal management system according to the present embodiment, the computing device has a timing a predetermined time before a time when the corresponding customer takes an action regarding the product or service during the delivery. Then, the information indicating the location of the content or the explanation medium may be distributed to the terminal of the predetermined customer.

  According to this, it is possible to pre-distribute data such as the above-mentioned contents to the customer's terminal prior to the timing at which the next customer will browse, the communication environment, terminal performance, etc. It is possible to distribute content that is not easily affected by the customer and to smoothly browse the customer on the terminal.

  Further, in the terminal management method of the present embodiment, the information processing system is information regarding the business content desired by the predetermined customer, which is obtained from the terminal of the predetermined customer at the time of the identification, and The history information of the next procedure is collated with the history information by comparing each information of a series of procedures sequentially executed at the store and information on movement contents of the terminal and the position of the terminal at the time of execution of each procedure. In addition, it is also possible to identify history information that matches at least a part of each position of the terminal at the time of execution of the procedure.

  Further, in the terminal management method according to the present embodiment, the information processing system performs, as the predetermined information, at least one of the series of procedures at the corresponding position as a result of executing the predetermined information generated for the corresponding customer. Event information may be acquired from the history information, and the information on the predetermined event may be distributed to a predetermined device as an alert for a predetermined action that can be performed by the predetermined customer.

Further, in the terminal management method of the present embodiment, as a result of the information processing system executing at least one of the series of procedures as the predetermined information at the corresponding position, the corresponding customer receives a predetermined product. Alternatively, the information on the action taken regarding the service is acquired from the history information, and the content of the predetermined product or service or the information indicating the location of the explanation medium of the corresponding product or service is distributed to the terminal of the predetermined customer. ,
It is good.

  Further, in the terminal management method according to the present embodiment, the information processing system performs a predetermined time before the time when the corresponding customer takes an action regarding the product or service during the series of procedures during the distribution. Information indicating the location of the content or the explanation medium may be distributed to the terminal of the predetermined customer at the timing.

10 network 20 beacon unit 100 terminal management system 101 storage device 102 program 103 memory 104 arithmetic device 105 network interface 125 terminal information table 126 beacon information table 127 history table 128 business information table 200 customer terminal 201 storage device 202 program 203 memory 204 arithmetic device 205 Input / Output Device 206 Network Interface 207 Short-range Wireless Communication Unit 300 Teller Terminal 301 Storage Device 302 Program 303 Memory 304 Computing Device 305 Input / Output Device 306 Network Interface 400 Information Distribution Server 401 Storage Device 402 Program 403 Memory 404 Computing Device 405 Network Interface 425 Content DB
426 Signage Table 500 Signage

Claims (10)

A storage device for holding history information including the business contents provided in the past to each customer at the sales office and the movement contents of the customer in the sales office;
The information obtained from the terminal of the predetermined customer at the sales store, the information on the desired business contents and the movement contents of the terminal, are compared with the history information, and Processing that identifies history information that at least partially matches, and distributes predetermined information according to at least one of the attributes of the customer, the business content, and the movement content indicated by the history information to the predetermined device as information about the predetermined customer An arithmetic unit for executing
A terminal management system comprising: The arithmetic unit is
In the case of the identification, a series of procedures obtained from the terminal of the predetermined customer, the information regarding the business contents desired by the predetermined customer, which are sequentially executed at the sales office with respect to the corresponding business, and the movement contents of the terminal Each of the information and the position of the terminal at the time of execution of each of the procedures is compared with the history information, and at least a part of the history of the next procedure and the position of the terminal at the time of execution of the procedure are To identify matching history information,
The terminal management system according to claim 1. The arithmetic unit is
As the predetermined information,
As a result of executing at least one of the series of procedures at the corresponding position, information on a predetermined event that has occurred with respect to the customer is obtained from the history information, and the information on the predetermined event is acquired by the predetermined customer. Delivered to a given device as an alert for a given action that can occur,
The terminal management system according to claim 2. The arithmetic unit is
As the predetermined information,
As a result of executing at least one of the series of procedures at the corresponding positions, information on actions taken by the customer regarding a predetermined product or service is acquired from the history information, and the predetermined product or service is obtained. , Or information indicating the location of the explanation medium of the corresponding product or service, is delivered to the terminal of the predetermined customer.
The terminal management system according to claim 2. The arithmetic unit is
For the delivery,
Information indicating the location of the content or the explanation medium is sent to the terminal of the predetermined customer at a timing a predetermined time before the corresponding customer takes an action regarding the product or service during the series of procedures. To be delivered to the
The terminal management system according to claim 4. An information processing system provided with a storage device that holds history information including business contents provided in the past to each customer at the sales office and contents of movement of the customer within the sales office,
The information obtained from the terminal of the predetermined customer at the sales store, the information on the desired business contents and the movement contents of the terminal, are compared with the history information, and Processing that identifies history information that at least partially matches, and distributes predetermined information according to at least one of the attributes of the customer, the business content, and the movement content indicated by the history information to the predetermined device as information about the predetermined customer Run the
A terminal management method. The information processing system is
In the case of the identification, a series of procedures obtained from the terminal of the predetermined customer, the information regarding the business contents desired by the predetermined customer, which are sequentially executed at the sales office with respect to the corresponding business, and the movement contents of the terminal Each of the information and the position of the terminal at the time of execution of each of the procedures is compared with the history information, and at least a part of the history of the next procedure and the position of the terminal at the time of execution of the procedure are Identify matching history information,
The terminal management method according to claim 6. The information processing system is
As the predetermined information, at least one of the series of procedures is executed at the corresponding position, and as a result, information on a predetermined event that has occurred with respect to the customer is acquired from the history information, and the information on the predetermined event is obtained. , As an alert for a predetermined action that can be performed by the predetermined customer, delivered to a predetermined device,
The terminal management method according to claim 7. The information processing system is
As the predetermined information, as a result of executing at least one of the series of procedures at the corresponding positions, information on actions taken by the corresponding customer regarding a predetermined product or service is acquired from the history information, Delivering the content of a predetermined product or service, or information indicating the location of an explanation medium of the corresponding product or service, to the terminal of the predetermined customer;
The terminal management method according to claim 7. The information processing system is
During the delivery, during the period of the series of procedures, information indicating the location of the content or the explanation medium at a predetermined time before the corresponding customer takes action on the product or service, Deliver to the terminal of a given customer
The terminal management method according to claim 9.

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