JP2590907B2 - Visit schedule data extraction processing method - Google Patents

Description

DETAILED DESCRIPTION OF THE INVENTION [Industrial Application Field] The present invention relates to a scheduled visit data extraction processing method, and in particular, a scheduled visit data extraction processing method for extracting a scheduled visit data of a customer which is important in promoting public relations activities. About.

[Conventional technology]

Conventionally, this type of scheduled visit data extraction processing method uses, for example, a center reception file containing customer information such as expiration information and time deposit information such as time deposits received from the center, and a handicap in public relations activities. From the scheduled visit file created from the transaction file that contains the funding source information obtained from the customer's next visit reservation and information collection stored in the terminal and the reservation file that contains the visit reservation received by telephone etc. The inter-visit schedule data of a date before the designated visit date for each person in charge was extracted and saved in the handy terminal for each person in charge.

[Problems to be solved by the invention]

In the conventional scheduled visit data extraction processing method described above, the scheduled visit date is stored in the scheduled visit file by date, so if the clerk number and the scheduled visit date are specified, the visit date before the designated visit date is specified. Only information on the main transaction from the scheduled visit data is extracted, and even if other transactions accompanying the main transaction are scheduled after the date of the visit, the information on the transaction is not known at all, so support for foreign affairs activities Has the disadvantage of affecting

For example, while visiting a certain customer, the data of the scheduled visit is extracted on the date of the visit. There is a drawback that an approach such as continuation of deposit cannot be made.

SUMMARY OF THE INVENTION In view of the above, an object of the present invention is to pattern a scheduled visit date and a scheduled visit day for a customer whose monthly scheduled visit date and scheduled visit day are predetermined by a designated period, thereby making a visit to each customer. It is an object of the present invention to provide a visiting schedule data extraction processing method capable of obtaining schedule data and supporting a public relations activity.

[Means for solving the problem]

The scheduled visit data extraction processing method of the present invention comprises a handy terminal having storage means for carrying information necessary for a public relations operation carried by a public relations officer, and a data processing device for writing the necessary information to the handy terminal. The data processing apparatus includes a pattern file that holds pattern information indicating a scheduled visit date and a scheduled visit day of a public relations representative by period;
A visit schedule file holding the visit schedule data including the correspondence between the customer and the person in charge of the person in charge of public relations visiting the customer, a person visit schedule file holding the visit schedule data for each person in charge of public relations, and Means for calculating the visit day from the visit date, and extracting the pattern information corresponding to the designated person number from the pattern file, wherein the visit date and the visit day exist within the period of the pattern information. Pattern information reading / determining means for determining whether or not to perform, when the pattern information reading / determining means determines that the visit date and the visit day are present within the period of the pattern information, The visit schedule data is read from the visit schedule file based on the corresponding customer number, and the contact number in the visit schedule data is read. Means for reading / determining visit schedule data which determines whether or not the designated person number matches the visitor data. The visit schedule data read / determined by the visit schedule data read / judgment means for each person in charge, Means for writing a visit schedule file for each staff member to be stored in the visit schedule file for each staff member, and reading the visit schedule data for each staff member from the visit schedule file for each staff member,
A handy terminal saving means for saving in the storage means of the handy terminal for each person in charge.

[Action]

In the visit scheduled data extraction processing device of the present invention, the handy end carried by the person in charge of liaison has storage means for storing information necessary for liaison activities, and in the data processing device for writing the necessary information to the handy terminal, The pattern file holds pattern information indicating the scheduled visit date and scheduled visit day of the person in charge of the liaison in the period, and the scheduled visit file includes the visit schedule data including the correspondence between the customer and the person in charge of the person in charge of visiting the customer. Hold the visit schedule data for each person in charge of liaison in the visit schedule file for each person in charge, and calculate the visit day from the visit date designated by the day of the week calculation means, and the person designated by the pattern information reading / judgment means Pattern information corresponding to a number is extracted from the pattern file, and the visit date and whether the visit date exists within the period of the pattern information When the scheduled visit data read / determination means determines that the visit date and the visit day are within the period of the pattern information by the pattern information read / determination means, the customer corresponding to the pattern information is determined. The visit schedule data is read from the visit schedule file based on the visit number, and it is determined whether or not the person in charge in the visit schedule data matches the designated person number. The visit schedule data which is determined by the visit schedule data reading / determining means to be the same as the contact number is stored in the contact schedule file for each contact by the contact person, and the handy terminal saving means is assigned from the visit schedule file for each contact. The visit schedule data is read for each person and saved in the storage means of the handy terminal for each person in charge.

〔Example〕

Next, the present invention will be described in detail with reference to the drawings.

FIG. 1 is a block diagram showing a configuration of a scheduled visit data extraction processing system according to one embodiment of the present invention. In this embodiment, the scheduled visit data extraction method is a data processing device (hereinafter, referred to as a CP
1), an input device 2, a storage device 3, an output device 4 and a plurality of handy terminals 5 connected to the CPU 1, respectively.

The CPU 1 is configured to include a day of the week calculation unit 11, a pattern information reading / determining unit 12, a visiting schedule data reading / determining unit 13, a person-in-charge visiting schedule file writing unit 14, and a handy terminal saving unit 15. ing.

The day of the week calculating means 11 calculates the day of the week from the visit day input from the input device 2.

The pattern information reading / determining means 12 extracts the corresponding pattern information from the pattern file 31 in the storage device 3 using the person-in-charge number input from the input device 2 as an extraction key, and the visit date and day of the week input from the input device. Calculation means
It is determined whether the visit day calculated in 11 is within the range of the scheduled visit day and the scheduled visit day of the extracted pattern information.

The visit schedule data reading / determining means 13 uses the visit date input by the pattern information reading / determining means 12 and the customer number of the pattern information for which the calculated visit date is determined to be within the range as an extraction key. The visit schedule data is extracted from 32, and it is determined whether or not the staff number of the extracted visit schedule data matches the staff number input from the input device 2.

The person-in-charge visit schedule file writing means 14 writes the visit-schedule data determined by the visit-schedule data reading / determining means 13 to have the same person number in the person-in-charge visit schedule file 33.

When the reading of the pattern information from the pattern file 31 is completed, the handy terminal saving means 15 reads the visit schedule data from the visit schedule file 33 for each staff by using the staff number as an extraction key, and saves the data on the handy terminal 5 for each staff. .

The input device 2 is, for example, a keyboard. The input device 2 is used to specify extraction keys such as a person-in-charge number, a visit date (a period can also be specified), a processing date, etc., a start / stop position of the CPU 1, and an instruction for processing in the event of a failure. input.

The storage device 3 is, for example, a disk device, and is a pattern file in which pattern information in which a scheduled visit date and a scheduled visit day of each month of a customer are patterned by specifying a period is stored.
31 and, for example, time deposit maturity information, time deposit
Visit schedule file 32 in which customer information such as financing source information, fund source information, visit reservation information, and the contact number of the person in charge of external affairs are stored as visit schedule data, and by visitor in which visit schedule data is stored for each contact person A visit schedule file 33 is included.

The output device 4 is, for example, a display device, and displays an input instruction in response to an input of an extraction key from the input device 2 and displays an error message when a failure occurs.

The handy terminal 5 is used for each person in charge of public relations activities, and visit schedule data saved for each person in the visit schedule file 33 for each person in the storage device 3 is saved for each person in charge.

Referring to FIG. 2, the processing in the visit data extraction method according to the present embodiment includes a visit day calculating step 21, a pattern information reading step 22, a visit day / visit day determining step.
23, a visiting schedule data reading step 24, a person-in-charge number determining step 25, a person-in-person visiting schedule file and writing step 26, and a handy terminal saving step 27.

Next, the operation of the thus-configured visit schedule data extraction method of the present embodiment will be described.

When a start instruction is given from the input device 2 to the CPU 1 and a visit date, a person-in-charge number and a processing date are input, the day-of-week calculating means 11 of the CPU 1 expands the date of the month based on the input visit date, The day of the visit day is determined (step 21), and control is passed to the pattern information reading / determining means 12.

The pattern information reading / determining means 12 to which control has been passed from the day of the week calculating means 11 reads the pattern information one by one from the pattern file 31 using the input person-in-charge number as an extraction key (step 22), and the pattern information ends. If it is determined that the pattern information has not ended, whether the input visit date and the visit day calculated in step 21 are within the range of the scheduled visit date and the scheduled visit day indicated in the pattern information Is determined (Step 2
3). For example, it is determined that the visit date is within the range if the visit date is input from the input device 2 as 11 days for the pattern information whose period is specified as 10 days to 12 days, and if the visit date is 13 days, the range is determined. Judge as outside. If it is within the range of the scheduled visit date and the scheduled visit day, the pattern information reading / determining means 12 passes control to the scheduled visiting data reading / determining means 13. If it is outside the range of the scheduled visit date and the scheduled visit day, the pattern information reading / determining means 12 returns to step 22 and reads the next pattern information.

The scheduled visit data reading / determining means 13 to which control has been passed from the pattern information reading / determining means 12 reads the scheduled visit data one by one from the file 32 using the customer number of the continued pattern information as an extrusion key. (Step
24), it is determined whether or not the person-in-charge number of the read scheduled visit data matches the person-in-charge number entered (step 25). If the clerk numbers match, the visit schedule data reading / determining means 13 passes control to the clerk-specific visit schedule file writing means 14. If the staff numbers do not match, the visit schedule data interrupting / determining means 13 returns to step 24 and reads the next visit schedule data from the visit schedule file 32.

The assigned visit schedule file writing means 14 to which control has been passed from the visit schedule data reading / determining means 13 writes the visit schedule data for each person in charge to the visit schedule file 33 for each person (step 26), and reads the pattern information for control. -Return to the determination means 12.

If the processing of steps 22 to 26 is repeated and the pattern information reading / determining means 12 determines in step 23 that the pattern information in the pattern file 31 has been completed,
Control passes to the handy terminal saving means 15.

The handy terminal saving means 15 to which control has been passed from the pattern information reading / determining means 12 reads the visiting schedule data from the visiting schedule file 33 for each person using the name of the person in charge as an extraction key, and saves the data on the handy terminal 5 for each person in charge. Then (step 27), all the processing ends.

〔The invention's effect〕

As described above, according to the present invention, the scheduled visit date and the scheduled visit day are predetermined for each customer. Obtain information on other transactions that are associated with the main transaction when it is planned, and take a broad approach to foreign affairs activities that incorporates not only per visit day but also other information before and after the visit date There is an effect that can be.

[Brief description of the drawings]

FIG. 1 is a block diagram showing the configuration of a scheduled visit data extraction processing system according to one embodiment of the present invention, and FIG. 2 is a flowchart showing processing in the scheduled visit data extraction system according to one embodiment of the present invention. In the figure, 1 ... CPU, 2 ... Input device, 3 ... Storage device, 4 ...
Output device, 5: Handy terminal, 11: Day of week calculating means,
12 …………………………………………………………………………………………………………………………………………………………… ………………………………………………………………… …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… LN N / N A N A
… Pattern file, 32 …… Scheduled visit file, 33 ……
This is a file to be visited by person in charge.

Claims (1)

(57) [Claims] 1. A handy terminal which is carried by a person in charge of public relations and has storage means for storing information necessary for public relations activities, and a data processing device for writing the necessary information to the hunty terminal, wherein the data processing device is A pattern file that holds pattern information indicating a scheduled visit date and a scheduled visit day of a public relations representative by period, and visit schedule data including correspondence between a customer and a contact number of a foreign representative who visits the customer Visit schedule file, staff visit schedule file that holds visit schedule data for each person in charge of public relations, day of the week calculating means for calculating the day of the week to visit from the specified visit date, and pattern information corresponding to the designated staff number From the pattern file, and determines whether the visit date and the visit day exist within the period of the pattern information. Information reading / determining means, and when the pattern information reading / determining means determines that the visit day and the visit day are present within the period of the pattern information, the pattern information is read based on a customer number corresponding to the pattern information. A visit schedule data reading / determining means for reading the visit schedule data from the visit schedule file and determining whether or not a clerk number in the visit schedule data matches a designated clerk number; A visitor-by-contact visitor file writing unit that stores the visit-scheduled data for which the contact number is determined to be the same by the determiner in the contact-by-person visit-plan file, and A handy terminal that reads the scheduled visit data and saves the data in the storage means of the handy terminal for each person in charge Visit schedule data extraction processing method is characterized in that a terminal saving means.