JP2021086403A - Re-engineering support system utilizing system existing in company - Google Patents

Abstract

To provide a system for solving the problems of re-engineering through reduction in system-related costs within a company and improvement of work efficiency, by discriminating between related systems according to work and non-related systems, in order to continue utilizing existing familiar systems that are "stable, secure and safe" for a long period of time as much as possible.SOLUTION: Data coordination is performed between host computers including personal computers under operation at a company, and a DWH/integrated DB, and data coordination is performed by using existing systems containing various data, channels, and external information, as input information sources. Various information dispersed in the existing systems, channels, external information, host computers, and DWH/integrated DB are aggregated in a unitary manner under a prescribed extraction condition in order to extract notice information, and work of the company is improved according to visualization of the extracted notice information.SELECTED DRAWING: Figure 5

Description

The present invention uses the data of a company (including a company, a corporate organization, a private organization, an organization such as a national or local public organization) without modifying or changing an existing system of the company. Reform business Reform Business related to business reform support system using existing system in the company.

Currently, the "business" of companies (including companies, corporate organizations, private organizations, national and local public organizations, etc., but hereinafter simply referred to as "corporations") has been systematized, and business information, external information, and in-house reports. , Self-business promotion format etc. have been established, and there are many in-house data groups, but it refers to people who belong to organizations such as companies, corporate organizations, private organizations, national and local public organizations, including officers, etc. (Hereinafter referred to simply as "employees") are assigned to operations such as sales, development, design, trial production, manufacturing, and general affairs, and each has a role in each operation. There are many people who use software such as Excel and Word to analyze their specialty and various elements and information in the work given as work. The information and data collected in this way are often used by the creator for himself, and although some may be shared with others, not all are shared. The data and information accumulated every day are rarely used unless it is directly connected to the business, and the accumulated data is buried in the personal computer (PC).

In an era exposed to changes in the working environment, social environment, economic environment, etc., the data stored or stored in each individual's personal computer in the daily work of these employees can be used to improve productivity, bias the division of duties, and so on. By using useful information and information such as value-added experience and knowledge, it is required to realize inefficient review and improvement of business and to achieve some business purpose.

As for the current situation of companies, the effects of introducing the system include efforts such as "cost reduction such as paperless operation", "increased sales", and "improvement of business quality" by the system. In particular, recently, the importance of work-life balance (WLB) has come to be emphasized, and overtime work has also been severely restricted. Therefore, business reforms including cost reduction and total efficiency are carried out for each department. There is a need to work on.

On the other hand, at present, we have even proposed system management that uses in-house data (including other formats in addition to Excel and Word) in each individual's personal computer as "utilization across departments". Not in. However, with the increase in the capacity of personal computer storage devices, the amount of in-house data created and held by each individual is steadily increasing. In the first place, employees often create their own jobs, whether good or bad. The reason is to make my work easier, and I leave tables and comments in various formats. Therefore, the data in each individual's personal computer can be said to be a treasure trove of important information. Even if the existing data in these companies is limited to the data owned in-house, it is already in a situation where it can be said that it is big data in terms of its type and character, and it is desired to realize a business reform support system utilizing the in-house big data. ..

The information processing system shown in Japanese Patent Application Laid-Open No. 2002-334192 (Patent Document 1) promotes a change of consciousness of each person involved in the reform of the target process, and the server on the network is used by the progress management department and the business performance evaluation. Has a part. However, it does not share the data in each individual's personal computer. In addition, the business profit improvement support system shown in the re-table WO2003 / 081492 encourages the user to analyze and evaluate the business and supports the profit improvement of the business. An input unit for inputting predetermined information and a predetermined parameter It is provided with a processing unit for calculating the profit and determining the position of the parameter, and a display unit for displaying such as urging the user to evaluate the market analysis of the business. However, Patent Document 2 also does not share the data in each individual's personal computer. Furthermore, the business reform support system shown in Japanese Patent Application Laid-Open No. 2010-257223 (Patent Document 3) is a series of business design, system development and service provision, business data collection and analysis, and formulation of improvement measures based on the analysis results. By executing the steps, it is becoming possible to support the business retention, reform and improvement of client companies. However, Patent Document 3 also does not share the data in each individual's personal computer.

JP-A-2002-334192 Re-table WO2003 / 081492 JP-A-2010-257223

Regarding business reform support for in-house systems, management methods such as management cockpits and cockpit management that comprehensively collect management data from in-house systems, make it easy for managers to understand, and list and analyze information have been proposed. The cockpit system, when the visualization of management is realized by the indicator displayed in the cockpit, breaks away from the pre-modern management style that relied on the experience and can of the management, and based on scientific grounds, You will be able to shift to an advanced management style.

Currently, for example, the "business" of the financial industry has been systematized, and many systems are in operation by establishing cooperation with channels including accounting systems, information systems, external information, branch offices and ATMs. However, in an era that is affected by changes in the working environment and changes in the social and economic environment, it is often not possible to achieve the business objectives simply by utilizing the management perspective. The same applies to other corporate fields.

At present, high-quality work is required to survive the business competition, and there are various problems such as mastering all systems and the heavy burden of "people, time, and expenses" when renewing the system. It has been pointed out. At present, research and proposals such as system management that realizes "utilization of existing system group data across departments" and business rehabilitation so that even personnel with little work experience can operate accurately and properly. , Not reached. For this reason, it is desired to realize a business reform support system that is directly linked to the improvement of specialized business by utilizing the existing system group in the company that is currently in operation as it is.

The present invention was born from the improvement of problems such as cost reduction including efficiency by business reform, and the problem is related to the system in the company by identifying the system related to the business and the system not related to the business. The purpose is to provide a system that solves problems by reducing costs and improving work efficiency. In order to reduce system-related costs, it is desirable to continue to use the existing "stable, secure, and safe" system that you are accustomed to for as long as possible.

Just as human induced pluripotent stem cells (iPS cells) are "regenerative medicine", integrated pluripotent stems (IPS) are a fusion of data group files and data aggregation / management systems provided in various systems of financial institutions themselves. : Integration Pluripotent Stem) The system is an epoch-making business revitalization trunk in the IT field because it leads to the creation of new business systems, and it opens up business revitalization by utilizing existing system groups to obtain new applications. Can be a system. Providing an epoch-making integrated pluripotency stem (IPS) system that utilizes the current system group to obtain new applications can be said to be a "trunk system" that realizes system regeneration.

The business reform support system using the existing system in the company proposed in the present invention extracts the noticed information by fusing the existing system group of the company, and improves the work efficiency and necessary information by utilizing the noticed information. It contributes to quick acquisition and reduction of system-related costs.

In addition, in the system group used in the company, existing data that is only accumulated without being used, various data buried in the personal computer created on an individual basis, materials related to ledgers and projects stored on paper, these Information can be centralized and shared by aggregating information assets as noticeable information, and the information network is not just a communication tool, but a core platform for business systems, which controls the aggregation and management of various system groups. It can be used as an intranet cloud. The valuable information gathered in a company is in a database, which most people have not been able to find. The business reform support system of the present invention solves the above-mentioned problems by centrally managing the information as awareness, and the person in charge can use valuable information at any time and can contribute to the business.

The present invention relates to a business reform support system using an existing system in a company, and the above object of the present invention is a host computer including a personal computer operating in the company, a data warehouse (DWH), and an integrated database (DB). In addition to linking data, existing systems including various data, channels, and external information are linked as input information sources, and are scattered in the existing system, the channel, the external information, the host computer, and the DWH / integrated DB. It is achieved by centrally aggregating various information under predetermined extraction conditions, extracting awareness information, and visualizing the extracted awareness information.

The realization of a business reform support system using the existing system in the company is that the existing system group becomes a storage place for files and data and has a function as an in-house intranet cloud, so it can be aggregated and managed, and it can be used for business. It is possible to enhance the high degree of specialization and convenience. Therefore, as a business reform support system for the purpose of cross-sectional aggregation and management by eliminating the vertically divided work of the data group provided in various systems, and as an awareness information management tool for practitioners who specialize in specialized work. By using system information such as Excel and Word, it is a business that enables deeper digging and CRM (Customer Relationship Management) centered on customers and systems, greatly advancing the integrated versatility of the system. By clarifying the purpose, it is possible to drastically improve the business as a cockpit system.

In addition, since data is centrally aggregated from existing systems including Excel and Word, and files, it is possible to save the time and effort required to aggregate each data for meetings and reports.

Furthermore, since the data entered by employees is immediately acquired and the awareness information is generated in real time, it is possible to acquire fresh and high-quality information, and it is possible to give instructions suitable for each employee in a timely manner, thereby creating a business opportunity. Obtainable.

It is a figure which shows the table example of the filter used in this invention. It is a figure which shows the method (all cell method) to acquire data from Excel. It is a figure which shows the method (designated cell method) to acquire data from Excel. It is a figure which shows the method of acquiring data from Word. It is a block diagram which shows the basic whole structure example of this invention. It is a block diagram which shows the structural example of the business reform support system using the existing system in the enterprise which concerns on this invention. It is a conceptual diagram of the awareness information construction system. It is a flow block diagram which shows the configuration example of the notice information construction system, and the flow of information. It is a block diagram which shows the configuration example of the notice information construction system. It is a flowchart which shows the operation example of the input cooperation interface. It is a flowchart which shows the operation example of the notice information extraction part. It is a flowchart which shows the operation example of the output cooperation interface. It is a screen view which shows the specific example of the notice information extraction part. It is a data flow chart which shows the extraction example of noticed information. It is a work flow diagram which shows a part of the operation example of this invention. It is a work flow diagram which shows a part of the operation example of this invention. It is a work flow diagram which shows a part of the operation example of this invention. It is a work flow diagram which shows a part of the operation example of this invention. It is a part of the screen diagram which shows the screen change of each scene in the operation example of this invention. It is a part of the screen diagram which shows the screen change of each scene in the operation example of this invention. It is a part of the screen diagram which shows the screen change of each scene in the operation example of this invention. It is a part of the screen diagram which shows the screen change of each scene in the operation example of this invention. It is a part of the screen diagram which shows the screen change of each scene in the operation example of this invention. It is a part of the screen diagram which shows the screen change of each scene in the operation example of this invention. It is a schematic diagram which shows the future prospect of this invention.

The present invention was born from the improvement of problems such as cost reduction including efficiency by business improvement, and by utilizing the system and data related to the business, the system-related cost in the company is reduced and the work efficiency is improved. Through this, we will try to solve the problem and provide a system that supports the business reform of the company. In order to reduce system-related costs, it is desirable to continue to use the existing "stable, secure, and safe" existing system that is familiar to us for as long as possible. Therefore, in the present invention, the existing system is used as it is. That is the point.

The business reform support system proposed in the present invention includes various data (Excel, Word, PowerPoint, etc.) buried in a personal computer created on an individual basis, a ledger stored on a paper basis, and materials related to the project, and these information assets. By building an information network that can be aggregated and utilized, as a core platform of the company's business system, the data group (Excel, Word, PowerPoint, etc.) of the in-house system can be aggregated and managed, and the intranet. Use as a cloud. In today's information-filled society, valuable information gathered within a company is in a database (DB), which most people have not been able to find. The present invention has been made in view of such a situation. The fusion of data group (Excel, Word, etc.) files and data aggregation / management systems in various in-house systems will lead to the creation of new business systems. For example, human induced pluripotent trunks (for example) Just as iPS) cells are "regenerative medicine", the business reform support system, which is an integrated pluripotent Stem (IPS) system, is a business regenerative trunk in the system, and it is a new system that utilizes existing systems. It will be an epoch-making system that opens up business reproduction to obtain various applications. By utilizing the data and information of the system used by employees in their work, we will realize business reforms that utilize past analysis and future prediction as a new application. The epoch-making integrated pluripotency stem (IPS) system that obtains new applications can be said to be a "trunk system" that realizes system regeneration.

Utilizing an existing system The business reform support system of the present invention utilizes information and data of an existing system in the company and is operated under the control of a system administrator. Specifically, for the purposes of "increasing sales," "increasing gross profit," and "reducing expenses," systems scattered throughout the company are integrated, analyzed, and renewed for business operations. It aims to support reform.

The systems used in-house include existing data that is only accumulated without being used, various data buried in personal computers (including computers) created on an individual basis, and ledgers and projects stored on a paper basis. There are materials, etc., and the present invention aims to unify and share information by extracting and aggregating these information assets as noticed information, and at the same time, the information network is not just a communication tool, but the core of corporate strategy. Position as. The present invention is a so-called cockpit system, which is the favorite of the platform in the future, and is also a pioneer of the intranet cloud that controls the aggregation and management of in-house data groups provided in various systems.

Recently, companies are not accepting the management of simply increasing the number of visits within a limited time, and on the contrary, they are encouraging to increase the stay (business) time at the destination of important customers. It is coming. In this way, it is the extraction of "awareness information" in the present invention that derives the information of the customer who should be visited by the sales person or the like. For example, conventionally, by linking with a map system or an existing system, the number of visits to customers such as sales staff has increased and the quality of visits has been improved by visualizing information on a map. For example, in information visualization on a map, "awareness information" can be further given, so that the quality of visits can be further improved. Therefore, it is important to have a mechanism for extracting and aggregating "awareness information" that leads to business reforms of companies.

Explaining the changes in the environment of financial institutions, for example, about the business of companies, until now, financial institutions have only had to collect a large amount of deposits. In other words, if you collect deposits, there are a lot of lenders, and if you deposit the surplus funds with Shinkin Central Bank or the Bank of Japan and manage them, you will be able to make a profit, but in recent years that business model is no longer valid. .. Therefore, it is required to break away from only low-profitability public relations (sales) activities. In order to increase profitability, it is necessary to sell products handled such as loans, investment trusts, insurance, etc., it is necessary to change the behavior of public relations (salesperson), and it is necessary to visualize how much profit is being generated by the activity and profit activity It is required to put more weight on. Also, the old evaluation method in the enterprise needs to be changed. Until now, the evaluation method has been centered on deposits (sales), but for example, we have increased the number of corporations whose annual profit is increasing by 1 million yen or more, or individuals whose annual profit is increasing by 100,000 yen or more. It is necessary to change to an evaluation method such as how many cases have been increased.

The role (function) of the awareness information management tool of the business reform support system required by the present invention is a mechanism for understanding the profit, not the rank of the transaction amount for each customer. For example, annual interest income (gross income), commission income and miscellaneous income are also reflected. The purpose is to grasp the profitability per customer (customer), prepare a data table of the number of cases handled, transaction volume, profit, ranking like the personal chart of the person in charge of external affairs, and list the activity amount for each item, Each numerical value is graphed, regular collection destinations are automatically registered, and needs destinations are individually registered. In addition, the actual product value is converted into a skill graph with the average value to visualize the strengths and weaknesses of people.
Further, the present invention constitutes the content to be utilized for the assessment. For daily report input information, the progress of the project can be understood by having each person in charge of external affairs (sales) enter the daily report, have the medical record aggregate profit results, activity list, etc., update the file in real time, and disclose it to the boss. , To connect to the evaluation and guidance of the sales process. As a notice information management tool of this business reform support system, we will cooperate with the accounting system and other necessary existing systems to more reliably acquire data, prevent erroneous input, and speed up aggregation.

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

Examples of keywords of various information data about customers scattered in the existing system are as follows. These include "number of loans," "number of visits," "number of interviews," "expected number," "number of contracts," "sales target," and "sales record." From various information and data about scattered customers, awareness information about the above keywords is extracted and stored (linked) in the filter. In order to share the information obtained from the keyword list information items with the evaluator for each purpose, the "shared filter (leading to information / suggestions)", "shared filter (leading to increased sales)", and "shared filter" shown in Fig. 1 (It leads to gaining trust and preventing mistakes) ”. In addition to this, you can create a shared filter for each purpose and set keywords.

The keyword list is a group of keywords for extracting information necessary for awareness from various information scattered in an existing system such as Excel / Word. The information extracted from Excel / Word or the like using the keyword list becomes "various data 519" (see FIG. 5). The "various data 519" becomes one of the other information of the existing system 500, and then the "existing system 500", the "channel 600", and the "external information 700" become the information source.

FIG. 2 shows a method of acquiring data (FIG. 2 (B)) from all cell information (FIG. 2 (A)) of Excel (hereinafter, referred to as “all cell method”), and this all cell method. All character information can be obtained by the method of, but it is not known what information the character is. In the example of FIG. 2, it can be seen that, for example, the information "April 4, 2019" exists, but it is not known that the "reporting date" is April 4, 2019. Also, in the all-cell method, there is no delimiter for all information just by reading, so it is only a simple character string. In order to solve this, it is necessary to use a known morphological analysis or a full-text search engine to make the information meaningful. "Morphological analysis" is to divide a sentence written in natural language into morphological elements, which are the smallest units in the language, and to find out the part of speech and change of each. As one of them, it is used in kana-kanji conversion, full-text search, machine translation, etc. In addition, "full-text search engine" is sold as a middleware product that realizes high-speed search of databases, etc., extracts index information from a large amount of data, creates a search cluster, and outputs data via the created cluster. By searching, it is possible to perform a remarkably efficient and high-speed search as compared with a direct search to the data source. As an example, decompose it with "te niha" into nouns and verbs, and use a dictionary to improve accuracy. For example, morphological analysis of "visited XX company on March 24" yields "7 / month / 24 / day / ni / XX company / visited / visited / /." (Decomposed by /). , By acquiring "○○ company" and "visit" as nouns, it is determined whether or not the corresponding file matches the filter.

In the all-cell method, a shared folder is prepared on a server in the network, and processing is performed on that server. When creating a document on your personal computer, save the file in a shared folder instead of saving the document on your personal computer. The method of saving the file on the server without making the computer user aware is a known method such as using a thin client or setting the storage location of the document in the OS so that it can be saved only in the shared folder. It can be carried out.

FIG. 3 shows a method of acquiring data (FIG. 3 (B)) from Excel designated cell information (FIG. 3 (A)) (hereinafter referred to as “designated cell method”), and in this designated cell method, , The cell number and what information is described in the cell are registered in the master in advance, and when reading the file, the cell number registered in the master is sequentially specified, and the content described in the cell is displayed. Read sequentially. In the example of FIG. 3, since the content of the report date is described in cell N4, the content of cell N4 "April 4, 2019" is read. Similarly, since the content of the department is described in cell B5, the content of cell B5 "Sales Division 2 of Sales Headquarters" is read, and the content of the name is described in cell B6, so the content of cell B6 "Saito". "△ man" is read. Compared with the all-cell method described with reference to FIG. 2, since the information of the data to be read can be known in advance, the information becomes meaningful. The designated cell method is most suitable for the standard format because it cannot be used unless it is decided what information exists in which cell. In addition, Excel / Word can also be used for visualization of awareness information required by the present invention. By writing the notice information requested by the method described later to Excel / Word in the reverse method of reading, the user can open Excel / Word and obtain the notice information with characters, tables, and graphed information.

Even with the specified cell method, a shared folder is prepared on a server in the network, and processing is performed on that server. A method of saving a file in a server without making the computer user aware of it can be performed using a known OS.

FIG. 4 shows a case where data is acquired from Word, and all character information can be acquired as in the case of the all-cell method, but it is unknown what kind of information the character is. Also, just reading it does not separate all the information, so it is just a simple character string. In order to solve this, it is necessary to use a known morphological analysis or full-text search engine to make meaningful information, as in the case of the full-cell method of Excel. Word doesn't have cells like Excel, so you can't get specific information. In the example of FIG. 4, it can be seen that there is information such as "January 1, 2017", but it is not known whether the information is "January 1, 2017" as the "contract date".

FIG. 5 shows the cooperative relationship of the business reform support system 100 according to the present invention of a financial institution as an example of a company, and the business reform support system 100 includes an awareness information construction system 200 integrated and dataware. The house (DWH) / integrated database (DB) 400 is linked with data, and the existing system 500, channel 600, and external information 700 are linked with the business reform support system 100 via the interface (I / F), respectively. .. When the DWH / integrated DB 400 has already been constructed in the company, or when the DWH / integrated DB 400 is constructed in accordance with the introduction of the business reform system 100, the DWH / integrated DB 400 is linked by data linkage between the present invention and the DWH / integrated DB 400. Data can be used in real time between the existing system using the DB 400 and the business reform support system 100 according to the present invention.

The existing system 500 in operation in the company includes an international system 501, an exchange management system 502, a fund securities system 503, a business management system 504, a centralized office work system, CRM / SFA506, a loan approval system 507, and a financial analysis system 508. Security evaluation system 510, bond management system 511, examination system 512, credit rating / self-assessment system 513, risk management system 514, investment trust / insurance counter sales system 515, marketing system 516, groupware 517, contract system 518, various data (Excel, Word, PowerPoint, etc.) 519 and so on. These existing systems 500 and the business reform support system 100 link data by a known method. In the present invention, word, excel, etc. are related to this cooperation. Word and Excel data are treated as one of the existing systems (various data 519), used as an information source for noticed information, and used as an output destination. Channels 600 include a branch office window 601, an ATM (automated teller machine) 602, a call center 603, the Internet 604, direct mail 605, e-mail 606, and an SNS (Social Networking Service) 607. These channels 600 and the business reform support system 100 link data by a known method. Further, as the external information 700, there are company information 701, external rating information 702, personal credit information 703, registration information 704, statistical information 705, real estate information 706, market information 707, compliance information 708, and the like. These external information 700 and the business reform support system 100 link data by a known method.

A configuration example of the business reform support system 100 is shown in FIG. 6, which includes a CPU (including MPU, MCU, etc.) 101 that performs overall control and arithmetic processing, and the CPU 101 includes a ROM 102 that stores programs and the like, and arithmetic processing. A RAM 103 for storing data, parameters, etc., and a database (DB) 104 for storing various data and information are connected. The business reform support system 100 includes a data input unit 110 for inputting data and instructions from a ten-key, a mouse, a scanner, and the like, an input unit 112 for inputting data and information from the outside via an interface 111, and a screen (display) or printer. It is composed of a visualization unit 113 that visualizes data, information, etc., and an output unit 114 that outputs data and information to the outside via an interface 115, and is connected to the Internet 604 via a router 116.

Further, the business reform support system 100 is provided with an awareness information construction unit 210 including an input cooperation interface (I / F) 220 and an output cooperation interface (I / F) 260 in cooperation with the CPU 101 and the like, and inputs the data. The linkage interface 220 captures information by linking data with the DWH / integrated DB 400, the existing system 500, the channel 600, and the external information 700, and the external linking interface 260 links the information with the DWH / integrated DB 400 and the existing system 500. Output.

FIG. 7 shows the conceptual configuration of the awareness information construction system 200. The awareness information construction system 200 collects a wide range of information from the existing system 500, channel 600, and external information 700 as information sources, and includes wealthy people, negotiation history, registration information, and the like. Awareness information is extracted based on the extraction conditions of. The extraction conditions are registered in the awareness information extraction master in the DB 104. Types of noticed information include shared information that leads to proposals, information that leads to increased sales, information that gains trust, and information that prevents mistakes. Shared information that leads to proposals includes visit plans, negotiation history, wealthy people, visit frequency, due date management, registration information, news items, business matching, relationships, and visualization on a map. In addition, information that leads to an increase in sales includes negotiation history, wealthy people, visit frequency, registration information, news item information, business matching, and relationships. Information such as gaining trust and preventing mistakes includes visit planning, due date management, and visualization on a map. The awareness information extracted by the awareness information construction system 200 is notified to the person in charge or the like, or visualized on a map, CRM, Excel / Word, or the like.

The outline configuration and information flow of the awareness information construction system 200 are as shown in FIG. 8, and the awareness information construction system 200 is a plurality of existing systems 500 such as CRM506, marketing system 516, and groupware 517. Information is collected from the existing system via the input linkage interface 220. The input linkage interface 220 includes a system connection interface 221 that takes in information and a centralized storage device interface 222 that sends information to the centralized storage device 230. The input linkage interface 220 analyzes or analyzes and simplifies data and information in different formats, the system connection interface 221 can be modified by the connection system, and the centralized storage device interface 222 is simplified. It has a function of storing the stored information in the centralized storage device 230, changing the stored contents, and deleting the stored contents.

The information transmitted from the centralized centralized storage device interface 222 of the input linkage interface 220 is input to and stored in the centralized centralized storage device 230. The centralized centralized storage device 230 stores information such as a customer unit 231 that stores information such as visit plans and negotiation history, a date and time unit 232 that stores date and time data such as due date management and campaigns, and information such as real estate and road prices. There is an address section 233 and the like. Key information is identified from each piece of information and data, and the identified key information and information subject to extraction conditions are stored in the centralized centralized storage device 230. Examples of this key information are a customer (account number), a date and time, an address, and the like, and these key information are determined by the settings of the centralized storage device interface 222 and the awareness information extraction unit 240. The decomposed information is separately stored in the centralized centralized storage device 230 such as the customer unit 231 and the date and time unit 232 and the address unit 233, but the key information is associated with the separate information extracted under the extraction conditions. , It is for making meaningful notice information.

The data and information stored in the centralized centralized storage device 230 are read into the awareness information extraction unit 240, which will be described later, and the awareness information extraction unit 240 extracts the awareness information based on extraction conditions such as wealthy people, negotiation history, and registration information. .. Extraction of awareness information includes visit planning (extracting customers who should be visited with priority), negotiation history (discovering proposal material and potential needs), wealthy people (proposal destinations for financial products such as assets under custody), and due date management. (Avoiding omission of follow-up), registration information (replacement of real estate loans, apartment loans, etc.), business matching (business relationships and connections with stakeholder), relations (preventing the outflow of deposits from the business area due to inheritance), promotion product information (individuals) Transaction destinations by product such as loans and investment trusts), investment trusts and insurance products that are easy to obtain through non-face-to-face channels and over-the-counter, large transfer deposit / withdrawal destinations and specific ATM users (households), visit frequency (exposing long-term unvisited destinations) , Asset management business partners for the last month, destinations requiring attention (medium- to long-term delinquency management destinations, complaint management destinations), officers / branch managers past visit history destinations, real estate collateral inspection (re-evaluation) scheduled destinations / new real estate properties For-sale land development information, other bank sales representative visit destination / other bank outflow fund destination / other bank main destination, Internet / call center transaction user (high frequency destination), multiple real estate property owners / real estate owners targeting green production areas, favorable Performed based on performance companies, COSMOS (registered trademark: company profile database), companies with higher scores, companies with changed representatives, etc. The awareness information extraction unit 240 determines whether or not the extraction conditions for the awareness information extraction are met, and extracts those that match the extraction conditions. The extraction conditions are the awareness in the DB 104 for each awareness. Can be set in the information extraction master.

The awareness information extraction unit 240 prepares a logic that combines a plurality of items according to the extraction purpose. For example, a customer who is a wealthy person and has no product transaction of promotion product information and has not visited for more than one month in the item of visit frequency is described as " Extract as "awareness information".

The awareness information extracted by the awareness information extraction unit 240 is sent to the awareness aggregation storage device 250 and stored. Similar to the centralized storage device 230, the customer section 251 stores information such as visit plans and negotiation history, the date and time section 252 stores date and time data such as due date management and campaigns, and information such as real estate and road prices. There is an address part 253 to be memorized. Key information is identified from each information that matches the extraction conditions, and each information that matches the extraction conditions is stored in the noticeable aggregate storage device 250 based on the key information. Examples of this key information are the customer (account number), date and time, address, etc., and these key information are determined by the settings of the awareness information extraction unit 240 and the centralized storage device interface 261 in the output linkage interface 260. To. These key information are used to link the information stored separately in the customer unit 251 and the date and time unit 252, the address unit 253, and the like to make meaningful notice information.

The awareness information extraction unit 240 extracts, for example, information "more than a certain wealthy class, and the registration information has been updated recently, and there is no negotiation history for one month or more". The negotiation history information is copied from the centralized centralized storage device 230 to the awareness information storage device 250. By also storing the notice information extraction master identifier at the time of copying, it is possible to identify what the noticed information is stored in the notice information storage device 250.

The awareness information stored in the awareness information storage device 250 is input to the output cooperation interface 260 and visualized on a map, CRM, or the like. You can specify with an icon on the map, or make a list of candidate destinations with CRM and link them. The output linkage interface 260 is composed of an awareness aggregation storage device interface 261 and a system connection interface 262, and the wealthy layer information, registration information, and negotiation history information stored in the awareness information storage device 250 can be stored in the "customer". After processing the linked information, it is processed into map system data using the address as a key. The noticed aggregate storage interface 261 extracts the noticed information according to the noticed visualization type, and the system connection interface 262 outputs the simplified noticed information in accordance with the visualization unit.

The awareness information construction unit 210 is composed of an input linkage interface 220, a centralized aggregation storage device 230, an awareness aggregation storage device 250, and an output linkage interface 260.

FIG. 9 is a block diagram showing the mutual relationship of the awareness information construction system 200, and the DWH / integrated DB 400, the existing system 500, the channel 600, and the external information 700 are connected to the system connection interface 221 in the input cooperation interface 220. Information and the like captured from the system connection interface 221 are stored in the centralized storage device 230 via the centralized centralized storage device interface 222. The awareness information extraction unit 240 reads the information stored in the centralized aggregation storage device 230, extracts the awareness information, and stores the extracted awareness information in the awareness aggregation storage device 250. The awareness information stored in the awareness aggregation storage device 250 is read out by the awareness aggregation storage device interface 261 and transmitted to the DWH / integrated DB 400 and the existing system 500 via the system connection interface 262.

FIG. 10 shows an operation example of the input linkage interface 220. First, the existing system information to be linked is acquired (step S210), and the acquired existing system information is acquired from the existing system 500 connected by the system connection interface 221. The resulting data is decomposed into decoding units (step S211). Then, one decomposition data is acquired (step S212), one decomposition condition is acquired from the existing system information (step S213), and it is determined whether or not the decomposition data matches the decomposition condition (step S214). If the decomposition data matches the decomposition conditions, it is determined whether or not there are other decomposition conditions (step S215).

If it is determined in the determination of step S214 that the decomposition data does not meet the decomposition conditions, the process returns to step S212, and if it is determined in the determination of step S215 that there are other decomposition conditions, the process returns to step S212. Return to step S213.

If it is determined in step S215 that there are no other decomposition conditions, the acquired decomposition data is recorded in the centralized storage device 230 (step S216), and it is determined whether or not there is the next decomposition data (step S216). In step S217), if there is no next decomposition data, an extraction request is made to the notice information extraction unit 240 (step S218). If it is determined in step S217 that there is the next decomposition data, the process returns to step S212.

FIG. 11 shows an operation example of the awareness information extraction unit 240. First, the user information is acquired (step S220), the extraction conditions are acquired from the awareness information extraction master in the DB 104 (step S221), and the centralized centralized storage device. The data list is acquired from 230 (step S222). After that, one data is acquired from the data list (step S223), and one extraction condition is acquired from the extraction condition list (step S224). Then, it is determined whether or not the data matches the extraction conditions (step S225), and if the data matches the extraction conditions, it is determined whether or not there are other extraction conditions (step S226). If it is determined in step S225 that they do not match, the process returns to step S223, and if it is determined in step S226 that there are other extraction conditions, the process returns to step S224.

If it is determined in step S226 that there are no other extraction conditions, the data is recorded in the noticeable aggregate storage device 250 (step S230), and it is determined whether or not the next data is in the data list (step S231). ), If there is no next data, an output request is made to the output linkage interface 260 (step S232). If it is determined in step S231 that there is the next data, the process returns to step S223.

Next, an operation example of the output linkage interface 260 will be described with reference to the flowchart of FIG.

First, the linked visualization system information is acquired (step S240), and the awareness information data is acquired from the awareness aggregate storage device 250 (step S241). Then, the awareness information data is converted from the visualization system information (step S242), the converted awareness information data is input to the system connection interface 262 (step S243), and the awareness information data is output to the visualization unit (step S244). In this example, the visualization unit of the noticed information is visualized on a map, CRM, and Excel / Word.

FIG. 13 shows an example of a screen in the awareness information extraction unit 240 as an example of a document management operation (FIG. 13 (A)) entrusted by a customer. In this case, the processing date of the matter is stored in the date and time 232 of the centralized centralized storage device 230, and the awareness information extraction unit 240 sets this date and time information and the date and time information in the DB 104 in advance as shown in FIG. 13 (B). By comparing the information with the notification (due date) master, the notice information shown in FIG. 13 (C) is extracted. Since the master registration can be set for each notice, for example, it is possible to extract the ones that have passed 30 days or more, or to extract the ones that have passed the scheduled processing date for one week.

Documents (seal certificate, mortgage setting certificate, etc.) necessary for buying and selling cars, houses, etc. and applying for loans are temporarily kept from the customer, but they are necessary on the date of sale and application processing. It is necessary to take appropriate measures such as taking inventory on a regular basis. If this is managed by a paper ledger or the like, the burden of work will increase due to the description at the time of deposit, daily confirmation, inventory, etc. Therefore, when the awareness information construction system 200 of the present invention is introduced, as shown in FIG. 13 (A), it is automatically necessary only by registering the documents and the like at the time of deposit on the screen (existing system cooperation unit 140). Information is stored in the centralized centralized storage device 230, extracted by the awareness information extraction unit 240, and stored in the awareness information storage device 250. Then, when the transaction processing date of the sale or application is reached, the user is notified via the output linkage interface 260, and if there is a document that has been kept for a long period of time, he / she is in charge via the output linkage interface 260 on the screen as shown in FIG. Notify the person. For this reason, the burden and labor of the person in charge such as checking the ledger and taking inventory is greatly reduced.

If the information of the processed document remains in the notification indefinitely, it will not be known which of them has been processed. In the case of conventional paper ledger management, it is checked in the processed column etc. to distinguish whether it has been processed or not, but in the case of the present invention, the processed one is deleted from the notification list so that the notification list is unprocessed. It becomes possible to distinguish as.

FIG. 14 shows a data flow showing an example of extracting the awareness information in the awareness information extraction unit 240, and the extraction condition of this example is the above-mentioned “rich class and no product transaction of promotion product information, visit frequency”. This is the case of "customers who have not visited the item for more than a month".

As shown in FIG. 14, the contents of the customer database 301 of the core banking host 300 as a host computer (including a PC) are stored in the customer database 230-1 in the centralized storage device 230 via the input linkage interface 220. .. Further, the product list 506-1, the product purchase history 506-2, and the visit history 506-3 in the CRM 506 are the products in the centralized storage device 230 via the existing system cooperation unit 140 (system connection IF141, centralized centralized storage device IF142). It is stored in the list 230-2, the product purchase history 230-3, and the visit history 230-4. For the product list 230-2, product purchase history 230-3, and visit history 230-4 in the centralized centralized storage device 230, the extraction condition of the noticed information is set as customer information, "rich people (deposit balance is 10 million yen or more). , "There is no purchase history of the product name" xxxxxx "" as the recommended product, and "I have not visited for more than one month with the frequency of visits" is set as the visit history, so data that matches the extraction conditions is extracted. That is, the corresponding customers who meet the extraction condition "wealthy class (deposit balance is 10 million yen or more)" are extracted from the customer database 230-1 in the centralized centralized storage device 230, and the product list 230 in the centralized centralized storage device 230-. 2. Extract the corresponding products and purchase history that match the extraction condition "There is no purchase history of the product name" xxxxxx "" from the product purchase history 230-3, create the corresponding product list and the list without purchase history, and centrally store them. From the visit history 230-4 in the device 230, the corresponding visit history that matches the extraction condition "visit frequency has not been visited for one month or more" is extracted. From the data extracted in this way, data that meets all the conditions is extracted and generated as notice information. In this example, the notice information is "customers who are wealthy and have no product transactions in the promotion product information and have not visited for more than a month in terms of visit frequency", and the data are "customer number", "customer number name", and "customer number name". These are "deposit balance", "product number", "product name", "purchase history", and "last visit date".

Next, an overall work example of the present invention will be described with reference to the work flow charts of FIGS. 15 to 18 and the screen views of FIGS. 19 to 24.

In the business reform support system 100, the person is identified by the contents of the hearing sheet (process SB1), consultation is accepted (process SB6), the application form is filled in, the clarification material is submitted (process SB10), and the application contents are submitted. Input, register the clarification material (process SB11), and approve the application (process SB13). In addition, the business reform support system 100 also identifies the person (process SB2) for the mortgage pre-examination application (process SC1) by mail or carry-on. In the case of application by mail or carry-on, fill out the application form, copy the identity verification document (process SC2), enter the application details, register the clarification material (process SB12), and the application will be approved (process SB12). Process SB13). In the case of a Web loan application (process SC3), the application details are input and identity verification documents and the like are attached (process SC4), and the application is approved (process SB13).

After that, the business reform support system 100 sends an examination request to the examination system (process SB20), the examination system makes an examination judgment and transmits the judgment result (process SC10), and the business reform support system 100 receives the examination result. (Step SB21). If the self-inspection is rejected, the guarantor company, which is an external examination body, is requested to perform the examination (process SB30), and the guarantor company makes the examination judgment and sends the judgment result (process SC11) to support business reform. The system 100 receives the examination result (process SB35).

After that, the business reform support system 100 makes a loan approval (process SB40) and sends an inquiry for compliance check to the compliance check system (process SB41). The compliance check system checks the received inquiry contents for compliance problems, and transmits the inquiry result to the business reform support system 100 (process SC33).

The business reform support system 100 receives the inquiry result (process SB42), the bank employee confirms the examination result, contacts the customer by telephone or e-mail, and registers the contacted content. The business reform support system 100 transmits the linkage data to the accounting host (host computer including the PC) by the accounting host linkage function, and the accounting host 300 receives the linkage data (process SC40). Further, at the timing T1, since the confirmation of the customer's enrollment and the cooperation with the accounting host 300 are completed, the enrollment confirmation result is registered (process SB50). After that, the approval condition cancellation work is performed (process SB51), and the approval condition cancellation is confirmed (process SB52).

Then, although the person agrees, the business reform support system 100 performs data linkage and gives the person consent via e-mail, the Web, or the like (process SC50). The business reform support system 100 receives the consent result (process SB53), and the bank employee executes the loan using the execution terminal (process SC60). At this timing T3, the execution condition is cleared.

After that, the ex post facto condition cancellation work is performed in cooperation with the collateral evaluation system 510 (process SB60), but the mortgage evaluation system 510 evaluates the mortgage mortgage property and returns the evaluation result to the business reform support system 100 (process SC70). .. After that, the cancellation of the post-condition is confirmed and the process is completed.

19 to 24 are screen examples of FIGS. 15 to 18, respectively, the screen DP1 corresponds to the screen of the process SB1, the screen DP2 corresponds to the process SB6, the screen DP3 corresponds to the process SB11, and the screen DP4 corresponds to the screen of the process SB13. The screen MD1 is a notice information display screen of the system used when opening the screen DP4. The screen DP6 is the process SB40, and the screen MD3 is a notice information display screen when the screen DP6 is opened. The screen DP7 is the process SB43, the screen MD4 is the notice information display screen when the screen DP7 is opened, the screen DP9 is the process SB51, and the screen MD6 is the notice information display screen when the screen DP9 is opened. The screen PL5 shows the process SC50, the screen DP11 is the process SB60, the screen MD8 is the notice information display screen when the screen DP11 is opened, the screen DP12 is the process SB62, and the screen MD9 is the notice information display when the screen DP12 is opened. It is a screen.

FIG. 25 is a future outlook of the business reform support system, which will be the entrance to AI as a result of the fusion. In other words, it is possible to automate the extraction of awareness information by AI, analyze the success patterns of excellent performers and reflect them in the extraction of awareness information, acquire potential customers, and predict new markets and products. When the business reform support system is applied to the personal loan business reform support system, additional product proposals (increased sales) and visit plan changes (increased sales) by extracting noticed information from negotiation history, visit frequency, news item information, and business matching ( (Acquisition of trust) can be achieved, and as a result, the number of loans can be increased and the quality of loans can be improved.

In companies, there are common issues such as reduction of system-related costs, improvement of work efficiency, and solution of problems, and the application of business reform support system that integrates existing system groups is endlessly expanded. It can also be applied to other industries, map data, cooperation with digital library, and construction of a system using 2D / 3DCAD data.

Further, in the above example, the financial institution is described as a company, but it can be similarly applied to various other companies (automobile manufacturing company, beverage manufacturing company, daily necessities sales company, etc.).

100 Business reform support system 104 Database (DB)
110 Data input unit 111, 115 Interface (I / F)
112 Input unit 113 Visualization unit 114 Output unit 116 Router 200 Awareness information construction system 210 Awareness information construction unit 220 Input cooperation interface 230 Centralized centralized storage device 240 Awareness information extraction unit 250 Awareness information extraction unit 260 Output cooperation interface 400 Data warehouse (DWH) ) ・ Integrated database (DB)
500 Existing system 600 Channel 700 External information

Claims (6)

Data linkage with host computers including personal computers operating in companies, data warehouses (DWH), and integrated databases (DB), as well as data linkage using existing systems, channels, and external information including various data as input information sources. Awareness information is extracted by centrally aggregating various information scattered in the existing system, the channel, the external information, the host computer, and the DWH / integrated DB under predetermined extraction conditions, and the extracted awareness. A business reform support system that utilizes an existing system within a company, which is characterized by improving the business of the company by visualizing information. The various data are Excel, Word, PowerPoint, and the visualization is a map, CRM, Excel,
A business reform support system that uses the existing system in the company according to claim 1, which is Word and PowerPoint. The company according to claim 1 or 2, wherein the awareness information is extracted by an awareness information construction system including an input linkage interface, a centralized centralized storage device, an awareness information extraction unit, an awareness aggregation storage device, and an output linkage interface. Business reform support system using the existing system. A claim in which the existing system, the channel, the external information, and the DWH / integrated DB are connected to the input cooperation interface, and the existing system, the host computer, and the DWH / integrated DB are connected to the output cooperation interface. Business reform support system using the existing system in the company described in 3. The existing system in the company according to any one of claims 1 to 4 is used in which the centralized centralized storage device and the noticed centralized storage device both link information in relation to customers, dates and times, addresses, and the like. Business reform support system. The existing system in the company according to any one of claims 1 to 5 is used in which the extracted awareness information is information such as shared information leading to proposals, information leading to increased sales, gaining trust, and preventing mistakes. Business reform support system.

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