JP2021125055A - Information retrieval system and information retrieval server - Google Patents

Abstract

To obtain an information retrieval system capable of easily retrieving and providing information effective for business activity.SOLUTION: An information retrieval system includes: a terminal for designating a customer name; a visit history database in which visit history data is stored; a profile information database in which customer profile information is stored; and an information retrieval server that retrieves the visit history database and the profile information database with the customer name being a key and specifies topic information corresponding to the customer who is a visiting destination to return it to the terminal. The information retrieval server specifies a favorite keyword corresponding to the customer by retrieving the visit history database and the profile information database, retrieves an ice break information database using a specified favorite keyword as a key, and specifies topic information by extracting ice break information corresponding to the favorite keyword. The terminal displays the topic information on a screen.SELECTED DRAWING: Figure 1

Description

The present invention relates to an information retrieval system and an information retrieval server for searching and providing information effective for business activities.

When a salesperson goes to an interview such as a business talk, he / she thinks about the past interview record with the person to be interviewed, or the hobby, interest, etc. of the interviewer, and topic information that is useful in the conversation. It is conceivable to carry out preliminary work to organize. When performing such pre-work, salespeople usually think of the customer, look up their own memories, memos, and past information, and use keywords that the customer is interested in, via internal data and the Internet. We searched for related information from external data, etc., and extracted topics that we thought were topical information (see, for example, Patent Document 1).

Japanese Unexamined Patent Publication No. 2011-221891

However, the prior art has the following problems.
For example, a salesperson who sells high-priced financial products (securities, insurance, investment trusts, real estate, etc.) will find it very important to communicate with customers at the destination. In particular, the conversation in the introductory part before starting a business negotiation leads to the creation of a very important atmosphere that influences the business negotiation. Therefore, it is very important to provide an appropriate topic (hereinafter referred to as ice break information) in the introduction section.

On the other hand, a salesperson is generally in charge of a large number of customers by himself, and it takes a lot of trouble to find out a topic that suits each customer's personality in a timely manner. The original business for the sales staff was to sell financial products, and while it was difficult to create the proposal materials, it was a heavy burden for the sales staff to find out the appropriate topic in the introduction department.

For this reason, in a company that has sales staff, new sales staff will take the same measures as before, even if the end user's profile information is prepared to reduce the burden on the sales staff in charge, or even if the sales staff is replaced. We are making efforts to provide information so that we can provide it.

However, despite such efforts, profile information is not well maintained, and even if it exists, it does not represent the latest customer status, and there are problems in terms of information management. there were.

The present disclosure has been made to solve the above-mentioned problems, and an object of the present disclosure is to obtain an information retrieval system and an information retrieval server capable of easily searching and providing information effective for sales activities. do.

The information retrieval system according to the present disclosure is specified by a terminal that specifies the customer name to be visited, a profile information database that stores customer profile information that associates the customer name with a favorite keyword related to the customer, and the terminal. The information search server is equipped with an information search server that searches the profile information database using the customer name as a key, identifies the topic information corresponding to the customer to be visited, and returns the identified topic information to the terminal. By searching the information database, you can identify the favorite keywords that correspond to the customers you are visiting, search the ice break information database using the identified favorite keywords as keys, and search for ice break information that corresponds to your favorite keywords. The topic information is specified by extracting, and the terminal displays the topic information returned from the information retrieval server on the screen.

In addition, the information search server according to this disclosure searches the profile information database that stores customer profile information that associates the customer name with the keywords that the customer likes and dislikes, and responds to the customer. A specific part that identifies favorite keywords and disliked keywords, and an extraction unit that searches the ice break information database using the specified favorite keywords as keys and extracts ice break information corresponding to the favorite keywords. It is provided with an exclusion unit that excludes the ice break information including the disliked keyword specified by the specific unit from the ice break information extracted by.

According to the present disclosure, it is possible to obtain an information retrieval system and an information retrieval server that can easily search and provide information useful for sales activities.

FIG. 5 is an overall configuration diagram of an information retrieval system used for extracting topical information in the first embodiment. It is a flowchart which showed the series-of-process executed by the information retrieval system which concerns on Embodiment 1. FIG. FIG. 5 is an explanatory diagram showing a specific example of a “customer name designation screen” when a customer name is designated using a user terminal in the first embodiment. It is explanatory drawing which showed the specific visit history data stored in the visit history database used in Embodiment 1. FIG. It is explanatory drawing which showed the specific profile information stored in the profile information database used in Embodiment 1. FIG. It is explanatory drawing which showed the specific data stored in the external ice break information database referred to in Embodiment 1. FIG. It is explanatory drawing which showed the specific data displayed on the user terminal in Embodiment 1. FIG. FIG. 5 is a configuration diagram showing a case where each function of the information retrieval system according to the first embodiment is realized by a processing circuit which is dedicated hardware. FIG. 5 is a configuration diagram showing a case where each function of the information retrieval system according to the first embodiment is realized by a processing circuit including a processor and a memory.

Hereinafter, preferred embodiments of the information retrieval system and the information retrieval server of the present invention will be described with reference to the drawings.

Embodiment 1.
FIG. 1 is an overall configuration diagram of an information retrieval system used for extracting topical information in the first embodiment. The information retrieval system shown in FIG. 1 is configured by connecting each of the user terminal 10, the information retrieval server 20, the visit history database 30, the profile information database 40, the information providing database 50, and the ice break information database 60 to the network 100. Has been done.

The functions of each configuration are summarized below.
<Functions of user terminal 10>
-Specify the customer name of the visited destination by operating the sales staff.
-As a response to the specified customer name, the appropriate topic to be provided to the visited customer is acquired as topic information from the information search server 20 and displayed on the screen.
-By operating the sales staff, the visit history database 30 and the profile information database 40 are sequentially updated for each visit.

<Functions of Information Retrieval Server 20>
-Using the customer name specified on the user terminal 10 as a key, the visit history database 30 and the profile information database 40 are searched, and customer information of the company to be visited is collected.
-The collected customer information is stored in the information providing database 50. By performing such a first collection process, "favorite keywords", "dislike keywords", "pleasant visit timings", etc. according to the visited customers are stored in the information providing database 50. Become.

-Using the "favorite keyword" stored in the information providing database 50 as a key, the ice break information database 60 is searched, and timely information related to the "favorite keyword" is collected as topic information.
-The collected topic information is stored in the information providing database 50. By performing such a second collection process, information according to the preference of the visiting customer is stored in the information providing database 50.

-Match each topic information with "dislike keywords" and score each topic information. Then, the topic information having a certain number of points or less is deleted from the plurality of topic information.
-By performing such a deletion process, the topic information stored in the information providing database 50 can be updated.

-Identify the time corresponding to the visit date by acquiring the date and time from the system clock.-Exclude the topic information stored in the information providing database 50 that does not match the specified time.
-By performing such an exclusion process, the topic information stored in the information providing database 50 can be updated.

-By executing the first collection process, the second collection process, the deletion process, and the exclusion process described above, the finally obtained topic information is returned to the user terminal 10.

<Functions of visit history database 30>
-Visit history data related to the visit date, interviewer, interview content, etc. for each customer is stored.
-The visit history data can be updated as appropriate based on the operation of the sales staff via the user terminal 10.

<Functions of profile information database 40>
-Along with personal information for each customer, items such as "favorite keywords", "dislike keywords", and "pleasant visit timing" are associated with the customer name as a key and stored as customer profile information.

-Specific examples of personal information include the following items.
-Name, address, date of birth, career, annual income, asset status (financial assets, movables / real estate, etc.).
− Corporate information
If the customer is a business owner: Business conditions, major business partners, annual sales, profits, future potential, etc.
If the customer is a worker: company information, job title, area of responsibility and specific role, years of service, past work information, etc.
-Friendship (work, private, relatives), follow-up destinations such as Instagram-Hobbies, tastes, hobbies, fields of interest, favorite singers, sports (supporting teams), TV programs, etc.
-Family structure (date of birth, annual income, living separately, place of employment, hobbies / preferences / fields of interest, etc.).

<Functions of information providing database 50>
・ Topic information about visiting customers is stored.
-The stored topic information is sequentially updated with the execution of the first collection process, the second collection process, the deletion process, and the exclusion process described above by the information retrieval server 20.

<Functions of ice break information database 60>
-It corresponds to an external information database that can be accessed by the information retrieval server 20 via the network, and serves as a source of information related to the customer's "favorite keyword".

Next, a series of processes executed in the information retrieval system according to the first embodiment will be described in detail with reference to the drawings. FIG. 2 is a flowchart showing a series of processes executed by the information retrieval system according to the first embodiment.

First of all, in step S201, the salesperson uses the user terminal 10 to specify the name of the customer to be visited. FIG. 3 is an explanatory diagram showing a specific example of the “customer name designation screen” when the customer name is designated using the user terminal 10 in the first embodiment. On the "customer name designation screen" shown in FIG. 3, the salesperson sets his / her own name as the salesperson in charge and also sets the name of the customer who is planning to visit.

Next, in step S202, the information search server 20 searches the visit history database 30 and the profile information database 40 using the customer name specified by the user terminal 10 acquired via the network 100 as a key.

FIG. 4 is an explanatory diagram showing specific visit history data stored in the visit history database 30 used in the first embodiment. As shown in FIG. 4, the visit history data associated with the visit date, time and atmosphere, visit interval and atmosphere, company name, customer name, and visit history is stored in the visit history database 30 in chronological order. ..

FIG. 5 is an explanatory diagram showing specific profile information stored in the profile information database 40 used in the first embodiment. As shown in FIG. 5, the company name and the customer name are associated with the "favorite keyword", "dislike keyword", and "pleasant visit timing" related to the customer, and the customer name is used as the key profile information. , Stored in the profile information database 40.

Next, in step S203, the information retrieval server 20 identifies "favorite keywords", "dislike keywords", and "pleasant visit timings" corresponding to the customers who are visiting as the search results in step S202. ..

The visit history data illustrated in FIG. 4 and the profile information illustrated in FIG. 5 can be appropriately updated based on the operation of the sales staff via the user terminal 10. More specifically, the salesperson can update the visit history data and the profile information according to the visit record.

In addition, the information retrieval server 20 estimates the "pleasant visit timing" according to the customer as the recommended visit date and time from the past visit record based on the visit history data, and updates the information on the "pleasant visit timing" as the profile information. It is also possible to do.

For example, in the case of Mr. Saburo Takahashi, who is a customer of the visit history data in FIG. 4, the visit time zone was PM, but it is stated in the visit history that there was an inconvenient change request. Based on this information, it will be possible to identify the morning as a visit timing that will please Saburo Takahashi.

In addition, in the case of Mr. Ichiro Sato, who is a customer of the visit history data shown in Fig. 4, the visit interval is medium-term, and the visit history also shows a good response. It is possible to set the interval as medium term.

Depending on the customer, there are a wide variety of styles such as:
・ Customers who want to visit many times ・ Customers who want to respond as few times as possible ・ Customers who only want to meet on a specific day of the week or at a specific time

Therefore, the information retrieval server 20 can support an appropriate visit timing according to a wide variety of styles by estimating the recommended visit date and time from the past visit record. It is also possible to set customer-specific information regarding the visit timing based on the visit record as the "pleasant visit timing" in the profile information database 40.

Next, in step S204, the information search server 20 searches the external ice break information database 60 using the "favorite keyword" as a key, and extracts the ice break information as an interesting topic corresponding to the "favorite keyword". By doing so, the topic information is specified.

FIG. 6 is an explanatory diagram showing specific data stored in the external ice break information database 60 referred to in the first embodiment. As shown in FIG. 6, in the ice break information database 60, keywords and ice break information are stored in association with each other. Therefore, the information search server 20 can extract ice break information as an interesting topic corresponding to the "favorite keyword" by searching the external ice break information database 60 using the "favorite keyword" as a key. can.

Next, in step S205, the information retrieval server 20 stores the topic information specified in step S204 in the information providing database 50.

Next, in step S206, the information retrieval server 20 matches each of the topic information stored in step S205 with a "disliked keyword" and scores each topic information.

As an example of scoring, scoring may be considered based on the frequency of appearance of keywords in the visit history. For example, if a keyword appears once, it is regarded as 5 points, and if it appears 10 times, it is counted as 50 points, so that the information retrieval server 20 can score favorite keywords and disliked keywords. can.

Next, in step S207, the information retrieval server 20 deletes the topic information having a certain score or less from the topic information scored in step S206, and updates the topic information stored in the information providing database 50. .. The information retrieval server 20 can also narrow down the topic information and update the topic information by selecting, for example, the best 5 information from the scored topic information.

That is, by executing steps S206 and S207, the information retrieval server 20 can exclude the information including the "disliked keyword" and narrow down the topic information stored in the information providing database 50. ..

Next, in step S208, the information search server 20 identifies the scheduled visit time (season) by referring to the system clock.

For example, by setting winter from November to February, spring from March to May, summer from June to August, and autumn from September to November, the information search server 20 identifies the season from the system clock. can do.

Next, in step S209, the information retrieval server 20 further narrows down the topic information by excluding the information that does not match the time specified by step S208 for each of the topic information after narrowing down in step S207.

For example, if the season specified from the system clock is "winter" and the keyword "summer" is included in the topic information narrowed down in step S207, the information retrieval server 20 uses this topic information. By excluding, it is possible to exclude information that is not in time.

Further, the information retrieval server 20 may display a list of topic information including information that does not match the time, and leave the acquisition of necessary topic information to the sales staff. In this way, it is possible to prevent useful topical information from being excluded by intervening the judgment by the sales staff.

In step S208, the information retrieval server 20 specifies the scheduled visit time (season) from the system clock, but on the customer name specification screen, the salesperson is made to input the scheduled visit date, and the input scheduled visit date is input to the system clock. It can also be used instead of. By doing so, it is possible to obtain topical information about future visit plans.

Next, in step S210, the information retrieval server 20 returns the "pleasant visit timing" specified in step S203 to the user terminal 10 together with the topic information finally narrowed down in step S209.

Next, in step S211, the user terminal 10 displays the topic information and the "pleasant visit timing" received from the information search server 20 on the screen, so that the salesperson can effectively use the information at the time of the visit. Can be provided.

The content to be displayed on the user terminal 10 can include data such as a customer's face photograph and characteristics. These data can be managed as profile information in the profile information database 40, and the information retrieval server 20 can transmit these data to the user terminal 10 at the time of the transmission process in step S210.

FIG. 7 is an explanatory diagram showing specific data displayed on the user terminal 10 in the first embodiment. As shown in FIG. 7, appropriate information about the customer to be visited can be displayed on the user terminal 10 and provided to the sales staff.

The series of processes shown in FIG. 2 is a case where all the functions are covered. Therefore, the information retrieval system according to the first embodiment may execute steps S201 to S205, S210, and S211 as the minimum processing configuration. That is, the deletion process in steps S206 and S207 and the exclusion process in steps S208 and S209 can be optional functions.

As described above, according to the information retrieval system according to the first embodiment, the following effects can be obtained.
Effect 1: It is possible to extract the hobbies, tastes, etc. of the customer from the visit history information and the profile information, which are the existing information of the company, and provide the sales staff with the topic information that the customer likes.
Effect 2: Information that the customer dislikes can be obtained from the customer's profile information, and information that is considered to be disliked can be excluded from the topic information.

Effect 3: It is possible to further exclude non-seasonal information from topical information in consideration of the visit time.
Effect 4: It is possible to analyze the visit frequency, visit timing, etc. based on the past visit record, estimate the recommended visit date and time, and present it as advice to the sales staff.

Therefore, according to the present disclosure, it is possible to easily provide information effective for sales activities by having a system configuration as shown in FIG. 1 and executing a series of processes as shown in FIG. An information retrieval system can be realized.

To summarize the technical idea of the first embodiment described above, the information retrieval server 20 in the present disclosure includes the following specific unit, extraction unit, and exclusion unit.
-Using the customer name as a key, search the ice break information database 60 that stores customer profile information that associates the customer name with the favorite keywords and dislike keywords related to the customer, and search for the favorite keywords and dislikes corresponding to the customer. A specific part that identifies a keyword.
-A extraction unit that searches the ice break information database 60 using the specified favorite keyword as a key and extracts ice break information corresponding to the favorite keyword.
-Exclusion part that excludes the ice break information that includes the disliked keyword specified by the specific part from the ice break information extracted by the extraction part.

The information retrieval server 20 in the present disclosure further includes the following keyword registration unit, visit timing registration unit, and narrowing unit.
-Search the visit history database 30 in which the visit history information associated with the customer name and the visit history is stored, estimate the customer's favorite keywords and dislike keywords based on the visit history, and store the visit history information in the profile information database 40. Keyword registration department that registers favorite keywords and disliked keywords.
-Visit timing registration unit that searches the visit history database 30, estimates the pleasing visit timing suitable for the customer who is the visit destination based on the visit history, and registers the pleasing visit timing in the profile information database 40.-System clock By referring to, the scheduled visit time is specified, and the ice break information that does not match the specified time is excluded from the ice break information extracted by the extraction unit to narrow down the ice break information.

Then, the profile information database 40 in the present disclosure stores the customer name, the favorite keyword, the disliked keyword, and the pleasant visit timing, and the specific unit searches the profile information database 40 using the customer name as a key. It is characterized by identifying the visit timing that is pleasing to the customer.

Each function in the information retrieval system according to the first embodiment described above is realized by a processing circuit. The processing circuit that realizes each function may be dedicated hardware or a processor that executes a program stored in the memory. FIG. 8 is a configuration diagram showing a case where each function of the information retrieval system according to the first embodiment is realized by a processing circuit 1000 which is dedicated hardware. Further, FIG. 9 is a configuration diagram showing a case where each function of the information retrieval system according to the first embodiment is realized by a processing circuit 2000 including a processor 2001 and a memory 2002.

When the processing circuit is dedicated hardware, the processing circuit 1000 may include, for example, a single circuit, a composite circuit, a programmed processor, a parallel programmed processor, an ASIC (Application Specific Integrated Circuit), or an FPGA (Field Programmable Gate Array). ), Or a combination of these. The functions of each part of the user terminal 10 and the information retrieval server 20 can be realized by individual processing circuits 1000.

On the other hand, when the processing circuit is the processor 2001, the functions of each part of the user terminal 10, the information retrieval server 20, the visit history database 30, and the profile information database 40 are realized by software, firmware, or a combination of software and firmware. NS. The software and firmware are written as programs and stored in memory 2002. The processor 2001 realizes the functions of each part by reading and executing the program stored in the memory 2002. That is, the information retrieval system includes a memory 2002 for storing a program in which each processing step is eventually executed when executed by the processing circuit 2000.

It can be said that these programs cause a computer to execute the procedure or method of each part described above. Here, the memory 2002 is, for example, a RAM (Random Access Memory), a ROM (Read Only Memory), a flash memory, an EPROM (Erasable Programmable Read Online Memory), an EPROM (Electrically Memory), etc. This includes sexual or volatile semiconductor memory. Further, magnetic disks, flexible disks, optical disks, compact disks, mini disks, DVDs, and the like also fall under the memory 2002.

It should be noted that some of the functions of the above-mentioned parts may be realized by dedicated hardware and some may be realized by software or firmware.

In this way, the processing circuit can realize the functions of the above-mentioned parts by hardware, software, firmware, or a combination thereof.

10 user terminal (terminal), 20 information retrieval server, 30 visit history database, 40 profile information database, 50 information provision database, 60 ice break information database, 100 network.

The information retrieval system according to the present disclosure is specified by a terminal that specifies the customer name to be visited, a profile information database that stores customer profile information that associates the customer name with a favorite keyword related to the customer, and the terminal. The information search server is equipped with an information search server that searches the profile information database using the customer name as a key, identifies the topic information corresponding to the customer to be visited, and returns the identified topic information to the terminal. By searching the information database, you can identify the favorite keywords and dislike keywords that correspond to the customers you are visiting, and search the ice break information database using the identified favorite keywords as keys to respond to your favorite keywords. The topic information was identified by extracting the extracted ice break information, scoring the extracted ice break information based on disliked keywords, and excluding the ice break information below a certain score , and the terminal returned from the information retrieval server. The topic information is displayed on the screen.

In addition, the information search server according to this disclosure searches the profile information database that stores customer profile information that associates the customer name with the keywords that the customer likes and dislikes, and responds to the customer. A specific part that identifies favorite keywords and disliked keywords, and an extraction unit that searches the ice break information database using the specified favorite keywords as keys and extracts ice break information corresponding to the favorite keywords. There the extracted ice break information, and scored based on hate keywords specific portion was identified, in which and a exclude excluding unit the following ice break information constant number.

Claims (7)

Using the customer name as a key, the profile information database that stores the customer profile information that associates the customer name with the favorite keyword and the dislike keyword related to the customer is searched, and the favorite keyword corresponding to the customer and the dislike are searched. A specific part that identifies a specific keyword,
An extraction unit that searches the ice break information database using the specified favorite keyword as a key and extracts ice break information corresponding to the favorite keyword.
An exclusion unit that excludes the ice break information that includes the disliked keyword specified by the specific unit from the ice break information extracted by the extraction unit.
Information retrieval server. The profile information database stores the customer name, the favorite keyword, the dislike keyword, and the pleasant visit timing.
The information retrieval server according to claim 1, wherein the identification unit searches the profile information database using the customer name as a key, and identifies a pleasing visit timing corresponding to the customer. The visit history database in which the visit history information associated with the customer name and the visit history is stored is searched, the favorite keyword and the dislike keyword of the customer are estimated based on the visit history, and the profile information database. The information retrieval server according to claim 1 or 2, further comprising a keyword registration unit for registering the favorite keyword and the dislike keyword. A visit timing registration unit that searches the visit history database, estimates the pleasing visit timing suitable for the customer who is the visit destination, and registers the pleasing visit timing in the profile information database is further added. The information retrieval server according to claim 3. The visit history database that associates the customer name with the visit history is searched, and based on the visit history, the visit timing that is suitable for the customer who is the visit destination is estimated, and the visit timing that is pleased by the profile information database is estimated. The information retrieval server according to claim 1 or 2, further comprising a visit timing registration unit for registering. A narrowing-down unit that specifies the scheduled visit time by referring to the system clock and narrows down the ice break information by excluding the ice break information that does not match the specified scheduled visit time from the ice break information extracted by the extraction unit. The information retrieval server according to any one of claims 1 to 5. A terminal that specifies the name of the customer to visit, and
A profile information database that stores customer profile information that associates the customer name with a favorite keyword related to the customer.
An information search server that searches the profile information database using the customer name specified by the terminal as a key, identifies topic information corresponding to the customer to be visited, and returns the specified topic information to the terminal. With
The information retrieval server
By searching the profile information database, the favorite keywords corresponding to the customer who is visiting can be identified.
Using the specified favorite keyword as a key, the ice break information database is searched, and the topic information is specified by extracting the ice break information corresponding to the favorite keyword.
The terminal is an information retrieval system that displays the topic information returned from the information retrieval server on a screen.

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