JP3129457U - Sales document management system - Google Patents

Abstract

[PROBLEMS] To improve the efficiency and speed of work in accordance with a workflow related to financial sales materials, and to reduce work labor.
A sales material management system (1) stores at least data data stored in a sales material registration database (6a) and means (8) for storing material data relating to the created financial product or financial service in the sales material registration database (6a). When transmitting to one terminal and receiving completion data indicating that the disclosure condition is satisfied from at least one terminal, the received completion data is stored in the sales material registration database 6a in association with the material data, and And means 9 for changing the material data stored in the sales material registration database 6a from the non-public state to the publicly available state when all of the completion data necessary for publication is associated with the material data. It has.
[Selection] Figure 1

Description

  The present invention relates to a system for managing materials for explaining financial products or financial services to customers and in-house educational materials.

  Before providing a customer with a description of a financial product or financial service, it is necessary to receive various reviews, approvals, and approvals, such as compliance with laws and regulations, in the company, for example. Moreover, in order to explain financial products or financial services to customers, in-house education is required, and it is necessary to receive various checks, approvals, and approvals as to whether appropriate in-house education materials are used.

Japanese Patent Application Laid-Open No. 2006-190142 describes a material creation support method and a material creation support server that decomposes and classifies a material file and stores it in a database in a reusable format.
JP 2006-190142 A

  As mentioned above, documents related to financial products or financial services must be prepared in line with the workflow (application, inspection, approval, examination, approval, etc.) before being disclosed internally and widely used by sales representatives. )is required.

  In addition, there are materials that need to undergo various checks, approvals, and approvals afterwards to determine whether appropriate in-house educational materials are being used.

  However, when performing these operations based on actual materials, it is difficult to improve the efficiency and speed of the operations and reduce the labor of the operator.

  The present invention has been made in view of the above circumstances, in order to realize the efficiency and speed of work according to the workflow required for financial product or financial service materials, and to reduce the labor of the person who performs the work. The purpose is to provide a sales data management system.

  The sales material management system according to the first aspect of the present invention reads out the work list screen data stored in the sales material database in accordance with a request from the terminal, and transmits the work list screen data to the terminal. When the document creator terminal of the document creation department displaying the work list screen data requests the storage of document data related to financial products or financial services, the created document data is received from the document creator terminal, At least one of inspection work, approval work, examination work, legal check, and approval work is started from the material receiving means for storing the data in the sales material registration database and at least one terminal displaying the work list screen data. When requested, the material data stored in the sales material registration database is read and at least one An examination workflow means for storing the received completion data in association with the document data in the sales document registration database when the completion data indicating that the release condition is satisfied is received from at least one terminal. In the sales material registration database, when all of the completion data necessary for publishing is associated with the material data, the material data stored in the sales material registration database is changed from a non-public state to a publicly available state. In response to a request for use of material data from the user terminal displaying the work list screen data, the publishing means, the material data stored in the sales material registration database is sent to the user terminal or sent to the printing device. Use means for printing.

  According to the present invention, it is possible to improve the efficiency and speed of work in accordance with the workflow related to financial product or financial service materials, and to reduce the labor of the person who performs the work.

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

  In this embodiment, sales materials related to insurance products or insurance services will be described as an example of materials related to financial products or financial services, but the same applies to materials related to other financial products such as mortgages or financial services.

  FIG. 1 is a block diagram showing an example of the configuration of the sales material management system according to the present embodiment.

  FIG. 2 is a conceptual diagram showing an example of the relationship between the sales material database and the material creation department, the material examination department, and the user in the sales material management system according to the present embodiment.

  FIG. 3 is a diagram illustrating an example of display of work list screen data stored in the sales material database.

  In the present embodiment, sales materials mainly include recruitment materials used in sales activities for customers and recruitment materials used for educating sales representatives on methods of sales activities.

  In the present embodiment, it is assumed that some of the recruitment materials and the recruitment materials need to be subjected to examination and legal check in advance and registered before being released in-house.

  On the other hand, there may be cases where the materials for recruitment may be subject to inspections and legal checks after the preparation and use.

  The sales document management system 1 includes a creator terminal (applicant terminal) of the document creation department, an inspector terminal of the document creation department, an approver terminal of the document creation department, and an extension applicant terminal of the document creation department. It comprises.

  In addition, the sales document management system 1 includes a document review department examiner terminal, a legal check department legal check terminal, a document review department manager terminal, a document review department approver terminal, a document check department checker terminal, and a document check. It has a jurisdiction system 3 in charge of examination, inspection and legal check including the manager terminal of the department. For example, in the review workflow, the reviewer terminal of the document review department, the legal check terminal of the legal check department, the manager terminal of the document review department, and the approver terminal of the document review department are used. In the post-check workflow, the document check department Inspector terminals, legal check terminals in the legal check department, and manager terminals in the data inspection department are used.

  Further, the sales material management system 1 includes a user system 4 including a user terminal for material data.

  Further, the sales material management system 1 includes a server 5. The server 5 stores, for example, a management unit 5a realized by a processor, the work list screen data 17 and the like, and the main sales material database 6 serving as an entrance at the time of access, and access based on the work list screen data 17 Sales material registration database 6a, recruitment material database 6b, recruitment materials post-examination database 6c, recruitment materials database 6d, access record database 6e, disposal report reception database 6f, sales material training attendance database, which are available according to purpose 6g and popularity vote database 6h.

  Data can be transmitted / received between the production supervisory system 2, the examination / inspection / legal check responsible supervisory system 3, the user system 4, and the server 5 via the network.

  The insurance company in the present embodiment is assumed to be composed of, for example, a head office, a branch office, and a branch office. The document creation department is located at the head office or branch office, the document examination department, legal check department, and document inspection department are located at the head office, and the user is present at any of the head office, branch office, and branch office.

  The management unit 5a of the server 5 of the sales material management system 1 includes an initial control function 7, a material reception function 8, a material examination function 9, a post-inspection function 10, a material use availability search function 11, a use function 12, and a use stop material disposal complete. A reporting function 13, an access log recording function 14, a monitoring function 15, and an improvement index function 16 are provided.

  The initial control function 7 reads the work list screen data 17 stored in the sales material database 6, transmits the read work list screen data 17 to the terminal, and based on the work list screen data 17, the work list screen data is displayed on the terminal. Is displayed. Further, the initial control function 7 activates a function specified in the terminal.

  FIG. 4 is a diagram showing an example of the relationship between the material creation support tool 8a and the accessed database.

  The material creation support tool 8a realizes a creation part function 8b, a creation guide function 8c, and a creation prohibition example function 8d.

  The created parts function 8b is material data stored in the sales material database 6 and used as material information such as product names and product structure diagrams that can be used for material creation. And the read material data is transmitted to the creator terminal. The creator terminal incorporates the received material data into the document data being created according to the designation of the document creator.

  The creation guide function 8c reads guide data that is stored in the sales material database 6 and describes points to be noted when creating materials, necessary description items, and the like, and transmits the read guide data to the creator terminal. The creator terminal displays the received guide data on the display device and presents the guide to the document creator.

  The creation prohibition example function 8d reads prohibition example data that is stored in the sales material database 6 and is prohibited from being created when creating the material, and transmits the read prohibition example data to the creator terminal. The creator terminal displays the received prohibition example data on the display device, and presents the material example whose creation is prohibited to the material creator.

  The material reception function 8 receives the material data and the material creator identification data created in response to the presentation of the creation part function 8b, the creation guide function 8c, and the creation prohibition example function 8d from the creator terminal. Store in 6a. The material receiving function 8 receives the recruitment teaching material data created by the creator terminal, and stores (submits) the received recruitment teaching material data in the recruitment teaching material post-check database 6c.

  When the examination workflow is executed, the material data to be subjected to the examination workflow is stored in the sales material registration database 6a. When the post-inspection workflow is performed, the material data to be subjected to the post-inspection workflow is stored in the recruited teaching material inspection database 6c.

  FIG. 5 is a diagram showing an example of the relationship between the material examination function 9 and the accessed database.

  Document review function 9 includes review workflow function 9a, approval completion notification function 9b, disclosure function 9c, registration management book creation function 9d, authority determination function 9e, document use prohibition function 9f, extended workflow function 9g, extended publication function 9h, registration A management book maintenance function 9i is provided.

  The examination workflow function 9a includes an inspector terminal for a primary inspector, an inspector terminal for a secondary inspector, an approver terminal, an examiner terminal for a primary examiner, an examiner terminal for a secondary examiner, a legal check terminal, When the manager terminal and the approver terminal request the start of inspection work, approval work, primary examination work, secondary examination work, legal check, manager examination work, and approval work, they are stored in the sales document registration database 6a. Read out the document data, respectively, the primary inspector's inspector terminal, secondary inspector's inspector terminal, approver terminal, primary examiner's examiner terminal, secondary examiner's examiner terminal, It is sent to the legal check terminal, manager terminal, and authorizer terminal.

  Preparer terminal, inspector terminal of the primary inspector who received the document data, inspector terminal of the secondary inspector, approver terminal, examiner terminal of the primary examiner, examiner terminal of the secondary examiner, legal The check terminal, manager terminal, and approver terminal display the document data, respectively, application conditions, primary inspection conditions, secondary inspection conditions, approval conditions, primary screening conditions, secondary screening conditions, legal conditions, manager screening conditions. The judgment result of whether or not the approval condition is satisfied is received from the creator, the primary inspector, the secondary inspector, the approver, the primary examiner, the secondary examiner, the legal checker, the manager, and the authorizer.

  The examination workflow function 9a includes application completion data indicating that the application condition is satisfied from the document creator terminal, primary inspection completion data indicating that the primary inspection condition is satisfied from the inspector terminal of the primary inspector, and secondary inspector. Secondary inspection completion data indicating that the secondary inspection condition is satisfied from the inspector terminal, approval completion data indicating that the approval condition is satisfied from the approver terminal, and the primary inspection condition is satisfied from the examiner terminal of the primary examiner 1st examination completion data indicating the effect, 2nd examination completion data indicating that the 2nd examination condition is satisfied from the examiner terminal of the second examiner, legal check completion data indicating that the legal condition is satisfied from the legal check terminal, the manager This message is displayed when manager examination completion data indicating that the manager examination conditions are satisfied is received from the terminal and approval completion data indicating that the approval conditions are satisfied is received from the authorizer terminal. Stores the received completion data to the sales document registration database 6a in association with the article data.

  In other words, the examination workflow function 9a includes the document registration application of the document creation department, the primary inspection, the secondary inspection, the person in charge of approval, the primary examination of the data examination department, the secondary examination, the legal check of the legal check department, A review workflow including manager review and approval of the document review department is formed on the system, and the result of the review workflow for the document data is expressed in, for example, a flag and stored in the sales document registration database 6a in association with the document data. To do.

  The approval completion notification function 9b includes, in the case where the approval completion data is stored in the sales material registration database 6a, the creator identification data indicating the creator who created the material data related to the approval completion data, and the approval completion data The secondary inspector identification data indicating the secondary inspector of the related document data is read, and the creator terminal operated by the document creator indicated by the creator identification data and the secondary inspector indicated by the secondary inspector identification data An e-mail notifying completion of approval is sent to the secondary inspector terminal to be operated.

  The disclosure function 9c applies application completion data, primary inspection completion data, secondary inspection completion data, approval completion data, primary examination completion data, secondary examination to the material data stored in the sales material registration database 6a. When completion data, legal check completion data, manager examination completion data, and approval completion data are associated, the state of the material data stored in the sales material registration database 6a is converted from a non-public state to a publicly available state.

  In the present embodiment, the examination workflow is performed by the sales material registration database 6a. However, when the user browses the material data, it is made public by the sales material database 6.

  The registration management book creation function 9d creates registration management book data of the material data stored (registered) in the sales material registration database 6a, and stores the registration management book data in the sales material registration database 6a.

  The authority determination function 9e corresponds to the material data stored in the sales material registration database 6a and reads out the training attendance data stored in the sales material training attendance database 6g in conjunction with the data creator (applicant ) It is determined whether the primary inspector, the secondary inspector, and the approver have authority over the document data. If the authority is not authorized, the display device of the terminal operated by the person who does not have the authority To that effect.

  The material use prohibition function 9f has a sales material database 6, a sales material registration database 6a, a recruitment material such that, for example, the material data whose use expiration date (for example, one year) has passed after the disclosure is made unpublished. The use stop process for the database 6b is executed.

  Further, the material use prohibition function 9f executes the use stop processing for the instructed material data in accordance with the instruction from the terminal operated by the person who orders the prohibition of use even if the material data is within the valid use period.

  The extended workflow function 9g is an extension application work, an extension approval work, an extended examination work, an extended legal check, respectively from an applicant terminal, an approver terminal, an examiner terminal of a primary examiner, a legal check terminal, and a manager terminal. When it is requested to start the manager extension examination work, the material data stored in the sales material registration database 6a is read, and the applicant terminal, the approver terminal, the examiner terminal of the primary examiner, and the legal check terminal, respectively. , Send to the manager terminal.

  The applicant terminal, approver terminal, primary examiner's examiner terminal, legal check terminal, and manager terminal that received the document data display the document data, and the extended application condition, extended approval condition, and extended primary examination, respectively. Judgment results regarding whether the conditions, extended legal conditions, and manager extended approval conditions are met are accepted from the applicant, approver, primary examiner, legal checker, and manager.

  The extension workflow function 9g is extended application completion data indicating that the extension application condition is satisfied from the applicant terminal, extended approval completion data indicating that the extension approval condition is satisfied from the approver terminal, and extended from the examiner terminal of the primary examiner. Extended primary examination completion data indicating that the first examination condition is satisfied, extended legal check completion data indicating that the legal condition is satisfied from the legal check terminal, and manager extension approval indicating that the manager extension approval condition is satisfied from the manager terminal When the data is received, the received extension completion data is stored in the sales material registration database 6a in association with the material data to be extended.

  In other words, the extended workflow function 9g includes an extended workflow including an extension application and extension approval of the data creation department, an extended primary examination of the data examination department, a legal check of the legal check department, a manager examination and approval of the data examination department. Is formed on the system, and the result of the extended workflow for the material data is expressed in, for example, a flag and stored in the sales material registration database 6a in association with the material data.

  The extension disclosure function 9h is for extension application completion data, extension approval completion data, extension primary examination completion data, extension legal check completion data, manager for the extension application target data stored in the sales document registration database 6a. When the extended approval completion data is associated, the material data stored in the sales material registration database 6a is converted into an extended disclosure state.

  In the present embodiment, the extended workflow is performed by the sales material registration database 6a. However, when the user browses the material data, the extended workflow is released by the sales material database 6.

  The registration management list maintenance function 9i updates the expiration date for the material data in the extended disclosure state to the sales material database 6, the sales material registration database 6a, and the recruitment material database 6b with the time limit after the extension.

  FIG. 6 is a diagram illustrating an example of the relationship between the post-inspection function 10 and the accessed database.

  The post-inspection function 10 includes a post-inspection workflow function 10a, a reception management book creation function 10b, a recruitment teaching material disclosure function 10c, and an inspection feedback function 10d.

  The post-examination workflow function 10a is recruited when the start of post-examination work, post-legal check, and manager post-examination work is requested from the inspector terminal, legal check terminal, and manager terminal of the data inspection department, respectively. The recruitment teaching material data stored in the teaching material post-check database 6c is read, and the recruitment teaching material data is transmitted to the inspector terminal, the legal check terminal, and the manager terminal, respectively.

  The checker terminal, legal check terminal, and manager terminal display the recruited teaching material data, and the checker and the legal check person in charge indicate whether the post-check condition, post-legal condition, and manager post-check condition are satisfied. , Accept from the manager.

  The post-inspection workflow function 10a receives post-inspection completion data indicating that the post-inspection conditions are satisfied from the inspector terminal, post-existing legal check completion data indicating that the post-legal conditions are satisfied from the legal check terminal, and manager post-inspection conditions from the manager terminal. When the manager post-check completion data indicating that it is satisfied is received, the received post-post completion data is stored in the recruitment teaching material post-check database 6c in a state associated with the recruitment teaching material data.

  In other words, the post-examination workflow function 10a forms a post-examination workflow on the system that includes submission of teaching material data from the data preparation department, inspection of the data inspection department, legal check of the legal check department, and manager inspection of the data inspection department. Further, the result of the post-inspection workflow for the recruited educational material data is stored in the recruited educational material post-inspection database 6c in a state associated with the recruited educational material data, for example, by a flag.

  The reception management book creation function 10b creates reception management book data of recruitment teaching material data stored (submitted) in the recruitment teaching material post-inspection database 6c, and stores the reception management book data in the recruitment teaching material post-inspection database 6c.

  The recruitment teaching material release function 10c is configured so that, for the recruitment teaching material data stored in the recruitment teaching material post-check database 6c, post-check completion data, post-legal check completion data, and manager post-check completion data in the recruitment teaching material post-check database 6c. If it is associated, the state of this recruitment teaching material data stored in the recruitment teaching material post-inspection database 6c is converted from a non-public state to a publicly available state.

  In the present embodiment, the post-inspection workflow is performed by the recruitment teaching material post-inspection database 6c, but when the user views the recruitment teaching material data, it is made public by the recruitment teaching material database 6d.

  The inspection feedback function 10d creates an e-mail indicating the result of the post-inspection workflow (for example, storage status of various post-completion data) in the recruited teaching material post-inspection database 6c, and transmits the e-mail to the terminal of the material creation department.

  FIG. 7 shows an example of a relationship between the database to be accessed and the material use availability search function 11, the use function 12, the use suspension material discard completion report function 13, the access log recording function 14, the monitoring function 15, and the improvement index function 16. FIG.

  When the material availability search function 11 accesses the sales material database 6 from the user terminal and receives the designated registration number, the sales material database 6 and the sales material registration database 6a are referred to and the received material registration number 6 corresponds to the received registration number. The availability search result data indicating the availability of the attached material data is created, and the availability search result data is transmitted to the user terminal. The user terminal displays the availability on the display device based on the availability search result data.

  The use function 12 includes a browsing / printing function 12a, a voting function 12b, and a voting result browsing / printing function 12c.

  In response to an instruction from the user terminal, the browsing / printing function 12a displays registered recruitment material data stored in the recruitment material database 6b and recruited teaching material data after the post-check stored in the recruitment teaching material database 6d. The read data is transmitted to the user terminal and displayed on the display device of the user terminal or printed by the printing device.

  The voting function 12b receives the voting result data of popularity voting for the registered material data stored in the sales material database 6 and the recruiting material database 6b from the user terminal, and the received voting result data is stored in the popularity voting database 6h. Remember. Note that the voting function 12b may receive a designation that the material data stored in the sales material registration database 6a is popular when the material data is stored in the sales material registration database 6a. .

  The voting result browsing / printing function 12c aggregates the voting result data stored in the popularity voting database 6h, obtains publicly available material data every predetermined period, and obtains the voting result data from the use requesting terminal or the like. When a usage instruction is received, the total result and popular material data are transmitted to the usage requesting terminal and displayed on the display device or printed by the printing device.

  The use suspension material discard completion report function 13 includes a use stop list function 13a, a completion report function 13b, and an unreported reminder function 13c.

  The use suspension list function 13a accesses the sales material database 6 and the sales material registration database 6a, creates list data indicating a list of material data that is prohibited after being registered, and transmits the list data to the terminal. Displayed on a display device or printed by a printing device.

  The completion report function 13b accesses the sales document database 6 and transmits discard report data indicating that the disposal is completed from the branch to the branch office, and the branch office transmits it to the head office. For example, the sales document database 6 is used to report from the branch to the branch office. Report from the branch office to the head office is made using the discard report reception database 6f. The report may be transmitted from the branch office to the branch office and the branch office to the head office using only the discard report reception database 6f without using the sales material database 6.

  The unreported reminder function 13c accesses the sales document database 6, and when the document data is discarded from the discard report reception database 6f but the discard report data is not received by the head office, the head office branches to the branch, and the branch to branch. Send an email reminding you to send disposal completion report data.

  The access log recording function 14 creates an access log in units of published material data stored in the recruitment material database 6b, stores the access log in the access storage database 6e, and accesses the terminal of the accessor as necessary. With the ability to send emails. Further, the access log recording function 14 stores the transmission history including the destination of the mail and the report mail from the access person in the access storage database 6e.

  Further, the access log recording function 14 transmits the access log to the terminal and displays it on the display device or prints it by the printing device in response to the request.

  The monitoring function 15 receives the opinion data of the user for the disclosed material data unit or the entire system, stores the opinion data in the sales material database 6, and transmits the opinion data according to the request from the terminal. Display or print.

  The improvement index function 16 includes an examination time index function 16a and a completeness index function 16b.

  The examination time index function 16a measures the time for each process in the workflow related to the document data, stores the time data in the sales document registration database 6a, the recruitment document post-inspection database 6c, and the recruitment teaching material database 6d, and receives instructions from the terminal. The opinion data is transmitted according to the request and displayed or printed.

  The completeness index function 16b receives evaluation data for the material data created and released by the material creation department, and stores the evaluation data in the sales material registration database 6a and the post-inspection database 6c. Further, the completeness index function 16b reads the evaluation data instructed by the terminal from the sales material registration database 6a and the post-inspection database 6c, and transmits the read evaluation data to the terminal for display on the display device, or by the printing device. Let it print.

  FIG. 8 is a conceptual diagram showing an example of an examination workflow regarding material data in the sales material management system 1 according to the present embodiment.

  The sales material management system 1 constructs an examination workflow such as application for registration, inspection, approval, examination, and approval of document data on the system and database, and registers and releases the document data.

  The sales material management system 1 can also display a list of publicly available material data on the display device.

  The sales data management system 1 is used for the primary inspection in the data preparation department, the secondary inspection, approval by the responsible person, the primary inspection in the data examination department, the secondary examination, the legal check in the legal check department, and the data examination department. Provides an examination workflow for manager examination and approval in the system and database, and registers and publishes the material data that has been approved.

  FIG. 9 is a conceptual diagram showing an example of a workflow related to recruitment teaching material data in the sales material management system 1 according to the present embodiment.

  The sales document management system 1 builds on the system and database a post-inspection workflow for submitting materials for recruitment by the data preparation department, inspection by the post-examination department, legal check by the legal check department, and manager inspection by the post-examination department. Then, register and publish the recruitment teaching material data that has been checked by the manager.

  When the sales material management system 1 accepts the post-inspection completion data of the recruited teaching material data, the sales material management system 1 stores the post-inspection completion data in the solicited teaching material post-inspection database 6c.

  The sales material management system 1 transmits the guidance data created by the terminal of the post-examination department or the legal check department to the terminal of the material creation department.

  FIG. 10 is a conceptual diagram illustrating an example of processing of a material data availability search function.

  The usability search function 11 updates the search data stored in the sales material database 6 every predetermined time based on the registration management book data stored in the sales material registration database 6a, and uses the sales material. Stop information is automatically reflected. Here, the search data is a sales material information document prepared for searching whether or not it can be used.

  Further, the availability search function 11 receives the material registration number, searches the search data for the availability of the material data corresponding to the received material registration number, transmits the search result, and displays it.

  FIG. 11 is a conceptual diagram illustrating an example of processing of the voting function 12b.

  The voting function 12b accepts designation of material data which is stored in the sales material database 6 and the recruitment material database 6b from the terminal and is popular among users who operate the terminal among the published material data. The voting result data representing the data is transmitted to the popularity voting database 6h and stored.

  Further, the voting function 12b creates count result data indicating the voting status and the like based on the voting result data stored in the popularity voting database 6h, and transmits it to the terminal for display on the display device.

  Furthermore, the voting function 12b totals the voting result data stored in the popularity voting database 6h for a predetermined period, and transmits the totaling result data indicating the totaling result to the terminal for display on the display device.

  Below, the outline | summary of the characteristic of the sales document management system 1 which concerns on this Embodiment is demonstrated.

  In the sales material management system 1 according to the present embodiment, data operations such as data storage and update deletion can be performed by accessing the main sales material database 6 without searching for various databases according to the respective purposes. It can be performed.

  In the sales material management system 1 according to the present embodiment, it is possible to create material data for sales promotion, and it is possible to reduce risks such as violations of laws on sales materials and the occurrence of complaints.

  In the sales document management system according to the present embodiment, it is possible to register and publish material data created in large numbers in the company and reviewed by the examination department, and manage them centrally, and set the expiration date for use on the system. It is always possible to provide appropriate and up-to-date document data to all bases at the same time.

  In the sales material management system 1 according to the present embodiment, material data suitable for the purpose can be easily searched, viewed, and printed on demand.

  The sales material management system 1 according to the present embodiment aggregates necessary items related to the handling from the creation to use of the material data, and can realize the sharing of knowledge about the handling of the material data throughout the company and the improvement of the production skill. .

  In the sales document management system 1 according to the present embodiment, by adopting a structure in which the database is divided into a plurality of functions, it is possible to easily perform function expansion such as addition of a new function, and to influence the function expansion. System performance can be maintained or improved without receiving it.

  The effects of the sales data management system will be described below from the perspective of the company, the users of this system at the head office / branch office / branch, and the examination / inspection department.

  The company can reduce risks related to sales materials, improve sales material creation skills, and share knowledge about the handling of materials through internal control implemented in the sales material management system.

  Users of the headquarters / branch / branch can use (for example, view and print) the latest document data created, registered, and inspected throughout the company at any time by utilizing the document data.

  Users of the headquarters / branch office / branch can search and use material data to be used from various points of view from among a large number of material data created and registered throughout the company.

  Users of the head office / branch / branch can use material data that is frequently used throughout the company and popular material data.

  Users of the headquarters / branch office / branch office can perform evaluation and popularity voting on document data created and registered throughout the company.

  A user of the head office / branch / branch can input opinion data to the sales data management system 1 in general and the material data created and registered in the entire company by the monitoring function 15.

  The material creator of the head office / branch / branch can confirm the necessary items for creating the material by using the material creation support tool 8a.

  Users of this system at the headquarters / branch can easily check the progress of screening of document data created and registered in their own department and post-submitted by the systemization of screening workflow and post-checking workflow.

  The user of the present system at the head office / branch / branch can search the current availability by inputting the registration number corresponding to the material data with the material availability search function 11 by inputting the registration number corresponding to the material data.

  Users of this system at the branch office can check the status of reports from the branch office to the branch office regarding the use-discontinued materials disposal report function 13 and urge the users to use this system. The stop material discard completion report function 13 can confirm the report status from the branch office to the branch office regarding the use stop material.

  The examination department / inspection department can reduce the amount of work and increase the efficiency in the examination / inspection work by systematizing the examination registration workflow and the post-inspection workflow, and save the examination history and inspection history in the database. The data to be examined and inspected can be managed as electronic data, and the registration application and post-submission data can be centrally managed using the examination management book data and the inspection management book data on the database.

  The examination department / inspection department can make the necessary information and the like necessary for the creation of the material known by the material creation support tool 8a.

  The examination department / inspection department can receive the disposal completion report data for the material data whose use has been stopped by the unreported reminder function 13c, and also prompts the branch office when the disposal completion report data has not been received. be able to.

  The examination department can refer to the access log and know who has viewed the published material data.

  The examination department / inspection department uses the examination time index function 16a to measure and stock the examination time / inspection time for each document data, thereby analyzing and improving the processes constituting the examination workflow and the post-inspection workflow. be able to.

  The examination department / inspection department can perform skill analysis / improvement guidance for the creator of the document data by stocking the evaluation of each document data by the completion index function 16b.

  In order to explain financial products or financial services to customers, in-house education is required. In this embodiment, various inspections, approvals, and approvals are made to determine whether appropriate in-house education materials are used. Can be received after the fact.

  The present embodiment is not limited to the above-described configuration as it is, and can be embodied by modifying the components without departing from the scope of the invention in the implementation stage.

  For example, the function of the server 5 may be realized by cooperation of a plurality of computers. The management unit 5a may access each of the databases 6, 6a to 6h via a network.

The block diagram which shows an example of a structure of the sales material management system which concerns on embodiment of this invention. The conceptual diagram which shows an example of the relationship between the sales material database in the sales material management system which concerns on this Embodiment, a material preparation department, a material examination department, and a user. The figure which shows an example of the display of the work list screen data memorize | stored in the sales material database. The figure which shows an example of the relationship between the data creation assistance tool and the database accessed. The figure which shows an example of the relationship between the data examination function and the database accessed. The figure which shows an example of the relationship between a post-inspection function and the database accessed. The figure which shows an example of the relationship with the database accessed with a material availability search function, a use function, a use stop material disposal completion report function, an access log recording function, a monitoring function, an improvement index function. The conceptual diagram which shows an example of the examination workflow regarding the material data in the sales material management system which concerns on this Embodiment. The conceptual diagram which shows an example of the workflow regarding the recruitment teaching material data in the sales material management system which concerns on this Embodiment. The conceptual diagram which shows an example of a process of the availability search function of document data. The conceptual diagram which shows an example of a process of a vote function.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 1 ... Sales document management system, 2 ... Production jurisdiction system, 3 ... Examination / inspection / regal check responsible system, 4 ... User system, 5 ... Server, 5a ... Management department, 6 ... Sales document database, 6a ... Sales document Registration database, 6b ... Recruitment material database, 6c ... Recruitment material post-check database, 6d ... Recruitment material database, 6e ... Access record database, 6f ... Disposal report reception database, 6g ... Sales material training attendance database, 6h ... Popularity vote database, 7 ... Initial control function, 8 ... Document reception function, 8a ... Creation support tool, 8b ... Creation part function, 8c ... Creation guide function, 8d ... Creation prohibition example function, 9 ... Document review function, 9a ... Review workflow function, 9b ... decision completion notification function, 9c ... disclosure function, 9d ... registration management book creation function, 9e ... right Judgment function, 9f ... Material use prohibition function, 9g ... Extended workflow function, 9h ... Extended disclosure function, 9i ... Registration management list maintenance function, 10 ... Post-examination inspection function, 10a ... Post-examination inspection workflow function, 10b ... Reception management book creation function 10c ... Recruitment materials disclosure function, 10d ... Inspection feedback function, 11 ... Material use availability search function, 12 ... Use function, 12a ... Browsing / printing function, 12b ... Voting function, 12c ... Voting result browsing / printing function, 13 ... Discontinuation report disposal report function, 13a ... Prohibited list function, 13b ... Completion report function, 13c ... Unreported reminder, 14 ... Access log recording function, 15 ... Monitoring function, 16 ... Improvement indicator function, 16a ... Examination time indicator Function, 16b: Completeness index function, 17: Work list screen data

Claims (4)

In accordance with a request from the terminal, the work list screen data stored in the sales material database is read, and the initial control means for transmitting the work list screen data to the terminal;
When it is requested to store material data related to financial products or financial services from the material creator terminal of the material creation department that displayed the work list screen data, the created material data is received from the material creator terminal, Material receiving means for storing the material data in a sales material registration database;
Stored in the sales document registration database when at least one of inspection work, approval work, examination work, legal check, and approval work is requested from at least one terminal displaying the work list screen data The material data is read out, transmitted to the at least one terminal, and when the completion data indicating that the disclosure condition is satisfied is received from the at least one terminal, the received completion data is converted into the material data. A review workflow means for storing in the sales material registration database in association with
In the sales material registration database, when all of the completion data necessary for publication is associated with the material data, the material data stored in the sales material registration database is undisclosed. Publishing means for making the publishable state,
In response to a request for use of the material data from the user terminal displaying the work list screen data, the material data stored in the sales material registration database and in a publicly available state is transmitted to the user terminal or printing apparatus A sales document management system comprising a use means for printing on the sales material. In the sales document management system according to claim 1,
The examination workflow means includes an inspector terminal of the material creation department displaying the work list screen data, an approver terminal of the material creation department, an examiner terminal of the material examination department, a legal check terminal of a legal check department, the material When requested to start inspection work, approval work, examination work, legal check, and approval work from the approver terminal of the examination department, the material data stored in the sales material registration database is read out, respectively, Inspector terminal, the approver terminal, the examiner terminal, the legal check terminal, the checker terminal, the inspection completion data indicating that the inspection condition is satisfied from the inspector terminal, the approval condition from the approver terminal Approval completion data indicating that the inspection condition is satisfied, examination completion data indicating that the examination terminal satisfies the examination condition, When the legal check completion data indicating that the legal condition is satisfied from the legal check terminal and the approval completion data indicating that the approval condition is satisfied are received from the authorizer terminal, the received completion data is associated with the document data and the data Store it in the sales document registration database,
In the sales document registration database, the disclosure means includes all of the inspection completion data, the approval completion data, the examination completion data, the legal check completion data, and the approval completion data associated with the material data. A sales material management system, wherein the material data stored in the sales material registration database is changed from a non-public state to a publicly available state. In the sales document management system according to claim 1 or claim 2,
The material receiving means is created when the material creator terminal of the material creation department displaying the work list screen data is requested to store teaching material data related to a financial product or a financial service that requires subsequent inspection. Receiving the learning material data from the material creator terminal, storing the learning material data in a learning material database,
The at least one terminal displaying the work list screen data, when requested to start at least one of a follow-up inspection work, a post-legal check, and a manager post-check work, is stored in the teaching material database. When learning material data is read, transmitted to the at least one terminal, and post completion data indicating that a post condition is satisfied is received from the at least one terminal, the received post completion data is associated with the teaching material data. A post-inspection workflow means stored in the post-inspection database;
A teaching material that changes the teaching material data from a non-public state to a publicly available state when all of the post-completion data necessary for the subsequent publication is associated with the teaching material data stored in the teaching material database Further comprising a public means,
In response to a request for use of the teaching material data from the user terminal that displayed the work list screen data, the use means transmits the teaching material data stored in the teaching material database and in a state that can be disclosed to the user terminal. Or a sales document management system characterized by causing a printing apparatus to print. In the sales document management system according to claim 3,
The post-inspection workflow means includes an inspector terminal of a document inspection department displaying the work list screen data, a legal check terminal of a legal check department, and a manager terminal of the data inspection department, respectively, post-inspection work, post-regal check, When it is requested to start the manager post-inspection work, the teaching material data stored in the teaching material database is read out and transmitted to the inspector terminal, the legal check terminal, and the manager terminal, respectively, from the inspector terminal. Post-completion check data indicating that the post-exam check conditions are satisfied, post-regal check completion data indicating that the post-legal check conditions are satisfied from the legal check terminal, and manager post-examination completion data indicating that the manager post-check conditions are met from the manager terminal If you receive Stored in the post-inspection database the received post-completion data in association with the teaching material data,
The teaching material publishing means, with respect to the teaching material data stored in the teaching material database, the post-examination check completion data stored in the post-examination check database, the post-existing legal check completion data, the manager post-examination completion A sales material management system, wherein the teaching material data is changed from a non-public state to a publicly available state when all of the data are associated.

Images