JP5374121B2 - Reception terminal device and screen display method thereof - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To eliminate a portion of operation by a store visit customer by selectively displaying a screen according to the store visit customer. <P>SOLUTION: A medium reading means 103b reads unique information (account information) of a store visit customer preliminarily recorded in a medium (passbook or cash card or the like) carried by the store visit customer (S104), and a control means communicates with an acceptance management device 101 which manages the requirements of each customer based on the read unique information, and obtains the store visit prior information (specific transaction visit information 102a) of the store visit customer preliminarily recorded in the acceptance management device (S105) from the acceptance management device, and selects the display screen to be displayed following the initial screen from among a series of prepared screens 301 to 305 preliminarily prepared for being displayed by the display means based on the obtained store visit prior information, and makes the display means display it (S106). <P>COPYRIGHT: (C)2010,JPO&amp;INPIT

Description

  The present invention relates to a reception terminal device used in a reception system and a screen display method thereof.

In various institutions such as financial institutions and distribution institutions (hereinafter referred to as “financial institutions, etc.” when referring to them collectively), customers are distributed to the appropriate counters according to the customer's requirements (purpose of visiting the store). A reception system is used (see, for example, Patent Document 1 and Patent Document 2).
The reception system generally includes a reception management device and a reception terminal device (hereinafter referred to as “reception terminal”). The reception management device is a device that manages the operation of the entire reception system. The reception management device is arranged in a management room inside the store, a management center outside the store, or the like. On the other hand, the reception terminal is a device that is operated by a customer to receive and process customer requirements. The reception terminal is usually arranged at the store front. The reception terminal has a ticketing function, and issues a reception number card in which a number indicating the order of reception is described when receiving a customer's business.

A customer who has visited a store such as a financial institution (hereinafter referred to as “customer” when distinguished from other customers) operates the reception terminal in order to receive a call from the window. At this time, the reception terminal displays, as an initial screen, a screen (hereinafter, referred to as a “visit store purpose designation screen”) for designating a customer's visit (for example, the purpose of visit such as transaction type or service type). The customer visiting the store designates the item by pressing the “item button” corresponding to the desired item in accordance with this “visit destination designation screen”. As a result, a message is input. In response to this operation, the reception terminal issues a reception number card representing the order of reception. The customer waits around the window with the receipt number card and waits for the number written on the receipt number card to be called from the window.
Note that the reason for issuing this receipt number card is that, in general, in a store such as a financial institution, transaction contents that can be dealt with differ depending on the window. Accordingly, financial institutions and the like issue a receipt number card in order to accurately guide the customer to the desired window in accordance with the customer's requirements.
JP 2002-041792 A (paragraphs 13 to 36, FIGS. 1 to 3) JP-A-10-143582 (paragraph 8, FIG. 1)

However, even if the conventional reception terminal is the same organization, the content of the display screen differs from store to store or from time to time. Therefore, there is a problem that customers who frequently visit the store (hereinafter referred to as “high frequency customers”) and customers who want to respond to the same requirements every time (hereinafter referred to as “customers with the same requirements”) are confused.
That is, even if the conventional reception terminal is a store of the same organization, the contents of the display screen are different for each store or every time. This is mainly due to the following two reasons.
(1) This is because there are requirements that cannot be handled at some stores. For example, financial institutions cannot handle some requirements such as foreign currency deposits at some stores.
(2) Even if it is the same store, the display position and size of the business button are changed depending on the time. For example, in a financial institution, the opening of accounts by new customers increases in March or the like. For this reason, the reception terminal of the financial institution can use a new customer (account opening) business button (hereinafter referred to as a “new button”) for other business to make it easier for customers to understand at this time. Enlarged from the button and displayed at the top position of the initial screen (visit purpose designation screen).
On the other hand, among the customers who visit the store, there are customers who visit the store every week or every month (that is, high-frequency customers), and customers who visit the store only several times a year (hereinafter referred to as “low-frequency customers”). There is also. In addition, there are customers who want to deal with the same business every time (that is, the same customer), and there are customers who want to deal with different business at each store (hereinafter referred to as “different customer”). . High-frequency customers and customers with the same business frequently operate the reception terminal, so the screen that is frequently displayed during the operation is familiar. These customers can smoothly operate the reception terminal as long as the reception terminal displays a familiar screen.
However, the conventional reception terminal uniformly displays the same display screen regardless of the difference in the customers visiting the store. Therefore, the high frequency customer and the same business customer are confused because the conventional reception terminal may display a screen different from the familiar screen for each store or every time. As a result, high-frequency customers and same-customer customers may not be able to operate the reception terminal smoothly because they do not know the purpose and operation of each business button displayed on the display screen.

Further, the conventional reception terminal has a problem that it may force the customer to perform an operation that is desirably deleted.
That is, for example, the same business customer wishes to handle the same business every time. Therefore, the operation of pressing the business button on the initial screen (visit purpose designation screen) is an operation that is desirably deleted for the same business customer.

Further, the conventional reception terminal has a problem in that it sometimes complicates operations that are difficult to understand.
That is, for example, a financial institution may promise to visit a store with a customer by telephone or the like in order to recommend services such as investment trusts, stock transactions, and time deposits to customers with a large deposit balance. A customer who has visited the store in response to this promise (hereinafter referred to as “customer to visit the store”) has no fixed requirements. The conventional reception terminal displays a plurality of business buttons on the initial screen (visit destination designating screen) and requests the customer promised to press the business buttons. However, the customer who promises to visit the store does not know the purpose and operation of each business button, and cannot smoothly operate the reception terminal.

  The present invention has been made in order to solve the above-described problems, and includes a reception terminal device that can selectively display a screen in accordance with a customer at the store and can omit a part of operations by the customer at the store, and a screen display method thereof The main purpose is to provide.

In order to achieve the above object, the first invention is a reception terminal device for receiving and processing a customer's business that has visited a store, and possessed media possessed by the customer (for example, a bankbook, a cash card, etc.) Medium reading means for reading information from), display means for displaying a screen, control means for receiving and processing the customer's customer's requirements, and input means for inputting arbitrary information according to the operation of the customer And the medium reading means reads the unique information (for example, account information and ID information) of the visiting customer recorded in advance on the possessing medium from the possessing medium of the visiting customer, and the control means , based on the read unique information, to communicate with the reception management apparatus for managing business of the customer, from the reception management apparatus, prerecorded visit prior the visit customers to the reception management apparatus Information (for example, specific transaction store information such as store visit purpose), and based on the acquired store visit prior information, from the series of preparation screens prepared in advance for display on the display means, the initial A display screen to be displayed after the screen is selected and displayed on the display means, and based on the acquired prior visit information, the customer who promised to visit the store or the person who reserved the visit date And when it is determined that the store visit time of the visit customer is within the allowable range from the designated time specified in advance, without receiving the input of the customer's requirements by the input means, Based on the pre-visit information, the customer's business is accepted and processed .
According to a second aspect of the present invention, there is provided a receiving terminal device for receiving and processing a visitor's customer who has visited a store , a medium reading unit for reading information from a possessed medium possessed by the customer and a display unit for displaying a screen. And a control means for accepting and processing the customer's customer's business, and an input means for inputting arbitrary information according to the operation of the customer, and the medium reading means From the possession medium, the unique information of the store visitor recorded in advance on the possessed medium is read, and the control means communicates with an acceptance management device that manages the requirements of each customer based on the read unique information. In order to acquire from the reception management device the specific transaction visit information of the store visitor recorded in advance in the reception management device and display it on the display means based on the acquired specific transaction visit information. Displayed from among previously prepared series of prepared screen, select the display screen to be displayed on the initial screen after, in the case of displaying a display screen that is selected on the display unit, the visit customers by the input means It has been the initial screen or sometimes said to operate the device in accordance with the selected display screen, the requirements and acceptance process in response to the operation, based on the obtained trading visit information, the visit customers When it is determined that there is only one purpose of visiting the store and the expiration date set in advance in the specific transaction store information of the store visitor is within the period, input of the customer's request by the input means is performed. Based on the acquired specific transaction visit information, the customer visit request is received and processed without being received.
Other means will be described later.

  According to the present invention, a display screen to be displayed is selected from a series of preparation screens prepared in advance and displayed on the display means based on pre-store visit information of the customer who is recorded in advance in the reception management device. . Therefore, it is possible to select and display the screen according to the customer visiting the store, thereby omitting a part of the operation by the customer visiting the store.

  Hereinafter, an embodiment of the present invention (hereinafter referred to as “the present embodiment”) will be described in detail with reference to the drawings. Each drawing merely schematically shows the shape, size, and arrangement relationship of each component to the extent that the present invention can be understood. Therefore, the present invention is not limited to the illustrated example. Moreover, in each figure, the same code | symbol is attached | subjected about the common component and the same component, and those overlapping description is abbreviate | omitted.

[Embodiment 1]
<Configuration of reception terminal>
Hereinafter, the configuration of the reception terminal device (hereinafter referred to as “reception terminal”) according to the first embodiment will be described with reference to FIG. FIG. 1 is an explanatory diagram of a configuration of a reception system including the reception terminal according to the first embodiment. Here, a case where a customer who has an account with a financial institution visits the store of the financial institution will be described as an example.

  As shown in FIG. 1, the reception system 100 includes a reception management device 101, one to a plurality of reception terminals 103, and one to a plurality of call operation devices 104 as an in-store configuration. Each of these devices is connected by a communication line such as a LAN 105. This reception system 100 is provided in each store. Here, it is assumed that the financial institution uses the reception system 100.

The reception management device 101 is a device that manages the operation of the entire reception system 100. The reception management device 101 may be connected to the reception management device 101 of another store via a communication line. The reception management apparatus 101 includes control means (not shown) for controlling each part of the reception management apparatus 101, recording means (not shown) for storing various programs and information, and communication means (not shown) for communicating with other apparatuses. Etc.). The reception management apparatus 101 registers (records) customer information expected to visit a store as “pre-visit store information” in a recording means (not shown) such as an HDD. Here, the operation of recording information serving as a criterion for determination processing in the recording means is referred to as “registration”.
Here, description will be made assuming that the reception management device 101 registers “specific transaction visit information 102a” as “pre-visit store information”. This “specific transaction visit information 102a” is information on customers expected to visit a store for the purpose of performing a specific transaction among the prior visit information. The specific transaction store information 102a will be described later with reference to FIG.

The reception terminal 103 is a device that is operated by a customer at the store (that is, a customer who has visited the store) to receive and process the customer's request. The reception terminal 103 is usually arranged at the store front. However, when the reception terminal 103 is used in a financial institution, it may be configured as an ATM (cash handling apparatus) arranged in the store.
The reception terminal 103 is a control means (not shown) for controlling each part of the reception terminal 103, a recording means (not shown) for storing various programs and information, and a communication means (not shown) for communicating with other devices. In addition, a display input unit 103a, a medium reading unit 103b, and a ticket issuing unit 103c are provided. The control means is constituted by a CPU. The recording means is constituted by a RAM, an HDD, or the like.
The display input unit 103a is a component that functions as a display unit and an input unit. The display input unit 103a is configured as a touch panel, for example. The screen displayed on the display input unit 103a will be described later with reference to FIG.
The medium reading unit 103b is a component that reads information from a medium (hereinafter referred to as “owned medium”) possessed by a customer at the store. The medium reading unit 103b reads unique information of the customer who is recorded in advance on the possessed medium (that is, information unique to each customer for identifying each customer) from the customer's possessed medium. Here, it is assumed that the customer visiting the store has, for example, a passbook or a cash card as a possessed medium. As is well known, in this possessed medium, account information is recorded in advance as unique information of customers visiting the store. Therefore, the medium reading unit 103b reads the account information as the unique information of the visiting customer from the possessed medium of the visiting customer. Here, a passbook and a cash card will be described as an example of the possessed medium. However, a credit card, a loan card, a commuter pass for transportation such as trains and buses, an IC card incorporated in a mobile phone, and other forms It may be.
The ticket issuing unit 103c is a component that issues a receipt number card. The ticket issuing unit 103c issues a reception number card on which a number indicating the order of reception is described when the customer's business is received.

  The call operation device 104 is a device used when a clerk calls a customer from a window. The call operation device 104 displays the number of the customer to be called on a display unit (not shown) according to the operation of the clerk. The call operation device 104 is usually provided for each window.

Hereinafter, the specific transaction store information 102a will be described with reference to FIG. In addition, FIG. 2 is a figure which shows the structural example of the specific transaction visit information 102a.
As shown in FIG. 2, the specific transaction store information 102a includes information such as “account number information”, “purpose of store visit”, “date of last visit”, “expiration date”, and the like.
“Account number information” is information indicating the number of an account opened by a customer at a financial institution. Here, “account number information” is used as unique information of the customer visiting the store. However, it is also possible to use other information (for example, information specifying each customer that can be generated by combining the store number and the subject information of the store) as the unique information of the customer. The reception management device 101 manages different information for each account when one customer has a plurality of accounts.
“Visit purpose” is information indicating the purpose (business) of the customer. This “shop visit purpose” is registered when a customer visits the store for a specific purpose. Note that the reception management device 101 has one “account number” such as “payment” and “pension receipt” of the account number “33333333” shown in FIG. A plurality of “visit points” are registered in association with “information”.
“Last visit date” is information representing the last date the customer visited the store. The reception management device 101 registers the date of the day (hereinafter referred to as “the current day”) as the “last visit date” each time the customer visits the store.
The “expiration date” is information representing the expiration date of the specific transaction store information 102a. The reception management device 101 registers, in the “expiration date”, the number of days “+ α” as the number of days in which the customer visits the store for a specific purpose of visit. For example, a customer who visits a store for the purpose of making a transfer at the end of each month visits the store at a cycle of about 30 days. The reception management apparatus 101 sets the number of days (for example, “40 days”, “50 days”, etc.) that is “+ α” to the number of days of the customer visit cycle (here, about 30 days) as the “expiration date”. To do.

  In the first embodiment, as shown in FIG. 3, information on a plurality of screens is prepared in advance as screen information to be displayed on the display input unit 103a. The receiving terminal 103 records in advance information on each of the prepared screens (hereinafter referred to as “prepared screen”) in a recording means (not shown) such as an HDD. FIG. 3 is an explanatory diagram of a display screen example. FIGS. 3A to 3E show the tables of the store visit purpose designation screen 301, the passbook card insertion screen 302, the store visit purpose confirmation screen 303, the store visit purpose selection screen 304, and the receipt number card issue screen 305, respectively. An example is shown.

Hereinafter, each screen displayed on the display input unit 103a will be described with reference to FIG.
A store visit purpose designation screen 301 shown in FIG. 3A is a screen for designating a customer visit purpose (business). The store visit designation screen 301 is an initial screen of the reception terminal 103. The customer visiting the store designates the requirement by pressing the “requirement button” corresponding to the desired requirement in accordance with the store visit purpose designation screen 301. As a result, a message is input. In the illustrated example, ten business buttons are provided on the store visit designation screen 301. Each business button displays the name of a transaction that can be handled at the store window (for example, a transaction such as “payment” or “transfer”). Note that the number of business buttons that can be displayed on the store visit purpose designation screen 301 is limited due to space limitations. Therefore, the store visit designation screen 301 may display names of a plurality of transactions collectively, or may display only a part of transactions that can be handled at the counter.
The passbook card insertion screen 302 shown in FIG. 3B is used to insert a possessed medium (in this case, a passbook or cash card) into the reception terminal 103 (that is, insert the possessed medium into the medium reading unit 103b of the reception terminal 103). This is a screen for prompting the customer to visit the reception terminal 103 to read the unique information of the customer. In the illustrated example, a “None” button indicating that the possessed medium is not possessed is provided on the passbook card insertion screen 302 for a customer who does not possess the possessed medium.
A store visit purpose confirmation screen 303 shown in FIG. 3C is a screen for confirming the store visit purpose of the visit customer. The visit purpose confirmation screen 303 is displayed when a visit customer has not visited the store for a certain period of time since the previous visit. The visit purpose confirmation screen 303 has a content for confirming with the customer whether or not the visit customer has visited the store with the “visit purpose” registered in the specific transaction visit information 102a.
A store visit purpose selection screen 304 shown in FIG. 3D is a screen for selecting the store visit purpose of the store visit customer. The store visit purpose selection screen 304 is displayed when a plurality of “store visit purposes” are registered in the specific transaction store information 102a. The store visit purpose selection screen 304 has a content for confirming to the customer which store visit purpose of the plurality of “store visit purposes” registered in the specific transaction store visit information 102a.
The receipt number card issuance screen 305 shown in FIG. 3E is a screen for prompting the customer to receive the receipt number card. The receipt number card issuance screen 305 is displayed when the receipt terminal 103 finishes the receipt process of the customer's business and issues a receipt number card.

  As a screen displayed on the display input unit 103a, there is also a “passbook card discharge screen” (not shown). This “passbook card discharge screen” is a screen for prompting the customer to remove the discharged possessed medium. The “passbook card discharge screen” is displayed when the receiving terminal 103 discharges the possessed medium. However, since this screen is not necessary for explaining the present invention, its explanation is omitted.

<Operation of reception terminal>
Hereinafter, the operation of the reception terminal 103 according to the first embodiment will be described.
Here, first, with reference to FIG. 4, the operation of the characteristic part of the present invention of the reception terminal 103 (that is, the operation in the case of using the specific transaction store information 102a, which is the store visit prior information) will be mainly described. Now, with reference to FIG. 5, the overall operation of the reception terminal 103 will be described.
The reception terminal 103 operates based on the time measured by a timer (not shown). The operation of the reception terminal 103 is realized by a control unit (not shown) of the reception terminal 103. A series of operations of the receiving terminal 103 is defined by a program stored in a readable manner in a recording unit (not shown). Hereinafter, since these points are conventional means in information processing, detailed description thereof will be omitted.

First, the operation of the characteristic part of the present invention of the reception terminal 103 will be described mainly. FIG. 4 is a flowchart showing the operation of the characteristic part of the present invention of the receiving terminal 103. The operation of the characterizing portion of the present invention is performed when the “customer media insertion” operation, which will be described later, is performed prior to the “designation” operation, which will be described later by the customer at the store.
As shown in FIG. 4, the reception terminal 103 detects the approach of the customer to the reception terminal 103 by the proximity sensor (not shown) when performing the reception processing of the customer's business (S 101). In response, an initial screen (here, a store visit specifying screen 301 shown in FIG. 3A) is displayed on the display input unit 103a (S102). Note that the reception terminal 103 may always display the initial screen.
The customer who visits the store designates the item (that is, presses the “item button” corresponding to the desired item) in accordance with the initial screen (visit destination designation screen 301) displayed in S102. The receiving terminal 103 performs a designation detection operation for this message (S103).
Subsequently, if the customer has a possessed medium (in this case, a passbook or a cash card), the customer enters the possessed medium (that is, inserts the possessed medium into the medium reading unit 103b of the receiving terminal 103). The receiving terminal 103 reads the unique information (here, account information) from the possessed medium (S104).

When the reception terminal 103 performs the reading operation of the unique information in S104, in response to this, the reception terminal 103 communicates with the reception management device 101 based on the unique information of the store visitor acquired by this reading operation, and the reception management device From 101, pre-visit information (here, specific transaction visit information 102a) of the visit customer is acquired (S105).
When the reception terminal 103 acquires the store visit prior information of the store visitor in S105, a series of preparation screens prepared in advance for display on the display input unit 103a based on the acquired store visit prior information in response thereto (Here, from the store visit designation screen 301 to the receipt number card issue screen 305 shown in FIGS. 3A to 3E), a screen (display screen) to be displayed is selected and the display input unit 103a. (S106).
After S106, the customer who visits the store performs a desired operation (that is, an operation of pressing an arbitrary button displayed on the display screen) according to the display screen. In response to the operation of the customer at the store, the reception terminal 103 performs an operation detection operation for the customer at the store (S107). Upon completion of all operations by the customer at the store, the reception terminal 103 issues a reception number card in response to this (S108), and ends the processing for receiving the customer's business.

Next, details of the overall operation of the reception terminal 103 will be described. FIG. 5 is a flowchart showing the overall operation of the reception terminal 103. In addition, the process of S503-S505 shown in FIG. 5 is the operation | movement similar to the past (namely, operation | movement when not using store visit prior information). On the other hand, the processing of S506 to S513 shown in FIG. 5 is the operation of the characteristic part of the present invention (that is, the operation in the case of using the store visit prior information).
The processes of S101 and S102 shown in FIG. 4 correspond to the process of S501 shown in FIG. Further, the process of S103 shown in FIG. 4 corresponds to the process of S502 shown in FIG. The processes of S104 to S107 shown in FIG. 4 correspond to the processes of S506 to S513 shown in FIG. The process of S108 shown in FIG. 4 corresponds to the process of S505 shown in FIG.

As shown in FIG. 5, the reception terminal 103 displays an initial screen (here, the store visit purpose designation screen 301 shown in FIG. 3A) on the display input unit 103a (S501), and the operation of the store visitor (here Then, wait for designation of the business).
At this time, the customer visiting the store presses the business button according to the store visit purpose designation screen 301 displayed in S501. Therefore, the reception terminal 103 determines whether or not the customer at the store has pressed the message button (S502).

If it is determined in S502 that the customer has pressed the business button (in the case of “Yes”), the reception terminal 103 responds to the fact that the customer has a medium (passbook, cash card, etc.) ) Is inserted into the medium reading unit 103b of the receiving terminal 103 (S503).
If it is determined in S503 that the customer at the store has not inserted the possessed medium (in the case of “No”), the reception terminal 103 responds to this by passing the passbook card insertion screen 302 (FIG. 3B). )) Is displayed on the display input unit 103a (S504), and the operation of the customer at the store (in this case, insertion of the possessed medium) is awaited. On the other hand, when it is determined in S503 that the customer visiting the store has inserted the possessed medium (in the case of “Yes”), the processing of the reception terminal 103 proceeds to S505.
After S504, when the reception terminal 103 detects the operation of the customer (insertion of possession medium), or when it is determined in S503 that the customer visiting the store has inserted the possession medium (“Yes”) In this case, the reception terminal 103 displays a reception number card issue screen 305 (see FIG. 3E) (S505), issues a reception number card, and ends the process.

When it is determined in S502 that the customer at the store has not pressed the business button (in the case of “No”), the reception terminal 103 responds to this by the customer at the reception terminal 103 receiving the possessed medium. It is determined whether or not it has been inserted into (S506).
If it is determined in S506 that the customer at the store does not insert the possessed medium (“No”), the process of the receiving terminal 103 returns to S502. On the other hand, if it is determined in S506 that the store customer has inserted the possessed medium (in the case of “Yes”), the reception terminal 103 has the specific transaction store information 102a of the store customer in response to this. Whether or not (S507). In this determination, the reception terminal 103 communicates with the reception management device 101 to acquire the specific transaction visit information 102a from the reception management device 101, and based on the specific information (account information) of the visit customer, the acquired specific transaction visit This is performed by determining whether or not there is corresponding customer information from the information 102a.

  If it is determined in S507 that there is no specific transaction store information 102a for the customer who visits the store (if “No”), the process of the receiving terminal 103 returns to S502. On the other hand, if it is determined in S507 that there is the specific transaction store information 102a of the customer who visited the store (in the case of “Yes”), the reception terminal 103 responds to whether or not the expiration date has exceeded. (S508). This determination determines whether or not the current date is within the “expiration date” (see FIG. 2) registered in the specific transaction store information 102a of the store visit customer. Specifically, the reception terminal 103 determines that “exceeds” when “(last visit date) + (expiration date)” of the specific transaction visit information 102a has passed the current date. Judgment is made, and if it has not passed, it is judged as “not exceeded”.

When it is determined in S508 that the expiration date has been exceeded (in the case of “Yes”), the reception terminal 103 responds to this by checking the store visit purpose confirmation screen 303 (see FIG. 3C). (S509), and waits for the operation of the customer (in this case, pressing of the “Yes” button or the “No” button displayed on the store visit purpose confirmation screen 303).
At this time, the visiting customer presses the “Yes” button or the “No” button in accordance with the store visit purpose confirmation screen 303 displayed in S509. Therefore, when the reception terminal 103 detects a customer operation (in this case, pressing of the “Yes” button or the “No” button), in response to this, the customer terminal 103 has previously registered the customer's requirements. It is determined whether or not it is the same as the case (hereinafter referred to as “the previous case”) (S510). This determination is determined as “same” when the customer visitor presses the “Yes” button, and as “not the same” when the “No” button is pressed.
If it is determined in S510 that the business specified by the customer at the store is not the same (different) as the previous business (in the case of “No”), the processing of the receiving terminal 103 returns to S502.

  When it is determined in S508 that the expiration date has not been exceeded (in the case of “No”), or in S510, it is determined that the customer's business is the same as the previous business. In the case of “Yes”, the reception terminal 103 determines whether or not a plurality of “visit points” are registered in response (S511). This determination is made, for example, by determining whether or not there are a plurality of specific transaction store information 102a of the store visitor as in the account number “33333333” shown in FIG.

If it is determined in S511 that a plurality of “visit points” are registered (in the case of “Yes”), the reception terminal 103 responds to this by selecting a visit purpose selection screen 304 (FIG. 3 ( d) See)) is displayed on the display input unit 103a (S512), and the operation of the customer at the store (in this case, the designation of the business) is awaited.
At this time, the customer visiting the store presses the message button according to the store visit purpose selection screen 304 displayed in S512.

The reception terminal 103 specifies each display screen (for example, the purpose of visiting the store) by specifying the customer's specifications (that is, specifications suitable for the customer) based on the prior visit information (specific transaction visit information 102a). The button displayed on the screen 301) can be changed to a content different from the button displayed on the initial screen (here, the store visit specifying screen 301).
For example, the reception terminal 103 is registered in the specific transaction visit information 102a even if the names of a plurality of items are collectively displayed on one item button on the initial screen (store visit designation screen 301). By referring to “shop visit purpose”, it is possible to display only one business name on one business button on the store visit purpose selection screen 304. Specifically, the reception terminal 103 can display “payment” on the store visit purpose selection screen 304 even if it is displayed as “payment / withdrawal” on the initial screen.
Similarly, the reception terminal 103 refers to the “visit purpose” registered in the specific transaction visit information 102a even if there is a business button that is not displayed on the initial screen (visit purpose designation screen 301). It can be displayed on the store visit purpose selection screen 304. Specifically, the reception terminal 103 can display a requirement button such as “pension receipt” on the store visit purpose selection screen 304 even if a requirement button such as “pension receipt” is not displayed on the initial screen.

After S512, when the reception terminal 103 detects a customer operation (in this case, designation of a business), or when it is determined in S511 that a plurality of “visit points” are not registered ( In the case of “No”, the reception terminal 103 updates and registers the “last visit date” of the specific transaction visit information 102a to the current date (S513).
After S513, the process of the reception terminal 103 proceeds to S505. Accordingly, the reception terminal 103 displays the reception number card issue screen 305 (see FIG. 3E) (S505), issues a reception number card, and ends the process.

<Flow of display screen>
The flow of the display screen will be described below with reference to FIGS. 6-1 to 6-8. FIGS. 6-1 to 6-8 are explanatory diagrams of display screens, respectively. FIGS. 6-1 to 6-3 show the flow of the display screen when the pre-store visit information is not used. On the other hand, FIGS. 6-4 to 6-8 show the flow of the display screen when using the store advance information.
Here, with reference to FIGS. 6-1 to 6-3, the flow of the display screen when the prior store visit information is not used will be described, and then FIGS. 6-4 to 6-8 will be referred to. The flow of the display screen when using the store visit prior information will be described. In addition, in the example shown in FIGS. 6-4 to 6-8, the operation in the case of using the store advance information is shown. Therefore, in the example illustrated in FIGS. 6-4 to 6-8, the explanation is made assuming that the customer at the store has inserted the possessed medium before the designation of the business.

(Flow of the display screen for "Advances with specified messages")
FIG. 6A shows the flow of the display screen when the designation of the business precedes (that is, when the visiting customer performs the pressing operation of the business button of the visiting customer before the operation of inserting the possessed medium). Yes.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301, the passbook card insertion screen 302, and the reception number card issue screen 305.
This flow of the display screen corresponds to the processing of S501, S502, S503, S504, and S505 shown in FIG.

  That is, first, in S501, the reception terminal 103 displays a store visit purpose designation screen 301 in order to prompt the store visitor to press the business button. A customer visiting the store designates a message by pressing a message button according to the store visit purpose designation screen 301. Therefore, the reception terminal 103 determines that the customer in the store has pressed the business button (Yes) in S502. Thereafter, the processing of the reception terminal 103 proceeds to S505 through S503 and S504. In S505, the reception terminal 103 displays a reception number card issuance screen 305 and issues a reception number card in order to prompt the customer to receive the reception number card. The visiting customer receives the receipt number card in accordance with the receipt number card issuance screen 305.

(Flow of display screen for "Passbook / cash card insertion precedent")
FIG. 6-2 shows the flow of the display screen when the possessed medium insertion precedes (that is, when the visiting customer performs the possessed medium inserting operation before the customer's customer button pressing operation). Yes.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301 and the reception number card issuance screen 305. In this case, the passbook card insertion screen 302 is not displayed.
The flow of this display screen corresponds to the processing of S501, S502, S506, S507, S502, S503, and S505 shown in FIG.

  That is, first, in S501, the reception terminal 103 displays a store visit purpose designation screen 301 in order to prompt the store visitor to press the business button. Here, the customer at the store inserts the possessed medium before the designation of the business. Therefore, the reception terminal 103 determines that the customer at the store has not pressed the message button (No) at S502 (that is, whether the customer has pressed the message button). Thereafter, the processing of the reception terminal 103 proceeds to S506.

In S506, the reception terminal 103 determines whether the customer at the store has inserted the possessed medium. In the determination of S506, the reception terminal 103 determines that the possessed medium has been inserted (Yes). Thereafter, the processing of the reception terminal 103 proceeds to S507. In S507, the reception terminal 103 determines whether there is the specific transaction visit information 102a of the visit customer. Here, the operation in the case where the advance visit information is not used is described. Therefore, in this determination of S507, the reception terminal 103 determines that there is no specific transaction store information 102a of the customer who visits the store (No). Therefore, the process of the reception terminal 103 returns to S502.
The reception terminal 103 continues to display the store visit purpose designation screen 301 displayed in S501 during S501 to S507. Therefore, the customer who visits the store designates the business by pressing the business button according to the visit purpose designation screen 301 at any point of time.
If it is determined in S507 that there is no specific transaction store information 102a of the customer who visited the store (in the case of “No”), the reception terminal 103 determines whether or not the customer visited the business button again in S502. Determine whether. In the determination in S502, the reception terminal 103 determines that the customer at the store has pressed the business button (Yes). Thereafter, the processing of the reception terminal 103 proceeds to S505 via S503. As a result, the reception terminal 103 displays a reception number card ticketing screen 305 and issues a reception number card in S505.

(Display screen flow for "No passbook / cash card")
FIG. 6-3 shows the flow of the display screen when there is no possessed medium (that is, when the customer at the store does not possess the possessed medium).
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301, the passbook card insertion screen 302, and the reception number card issue screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S503, S504, and S505 shown in FIG. 5, as in the case where the designation of the business shown in FIG.

  That is, first, in S501, the reception terminal 103 displays a store visit purpose designation screen 301 in order to prompt the store visitor to press the business button. A customer visiting the store designates a message by pressing a message button according to the store visit purpose designation screen 301. Therefore, the reception terminal 103 determines that the customer in the store has pressed the business button (Yes) in S502. Thereafter, the reception terminal 103 performs the processes of S503 and S504. The customer who visits the store does not have a possession medium. Therefore, the customer at the store presses the “none” button displayed on the passbook card insertion screen 302 in accordance with the passbook card insertion screen 302 displayed in S504. Thereafter, in step S505, the reception terminal 103 displays a reception number card issuance screen 305 and issues a reception number card.

(Flow of display screen when only one “visit purpose” is registered )
The flow of the display screen in the case of “No store visit designation” will be described below. Here, an example in which only one “visit purpose” is registered in the specific transaction store information 102a will be described, and an example in which a plurality of “visit purposes” are registered in the specific transaction store information 102a will be described. Will be described later with reference to FIGS.
FIG. 6-4 shows the flow of the display screen in the case of “no store visit purpose specified”. Here, a description will be given assuming that the customer does not press the business button displayed on the initial screen (visit purpose designation screen 301).
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301 and the reception number card issuance screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506 to S508, S511, S513, and S505 shown in FIG.

That is, first, in S501, the reception terminal 103 displays a store visit purpose designation screen 301 in order to prompt the store visitor to press the business button. Here, the customer at the store inserts the possessed medium before the designation of the business. Therefore, the reception terminal 103 determines that the customer at the store has not pressed the message button (No) at S502 (that is, whether the customer has pressed the message button). Thereafter, the processing of the reception terminal 103 proceeds to S506.
In S506, the reception terminal 103 determines whether the customer at the store has inserted the possessed medium. In the determination of S506, the reception terminal 103 determines that the possessed medium has been inserted (Yes). Thereafter, in step S507, the reception terminal 103 determines whether or not there is specific transaction store information 102a of the store customer. In the determination of S507, the reception terminal 103 determines that there is the specific transaction visit information 102a (see FIG. 2) of the visit customer (Yes).

When it is determined in S507 that there is the specific transaction store information 102a of the visiting customer (in the case of “Yes”), the reception terminal 103 determines whether or not the expiration date has exceeded in S508. Note that the reception terminal 103 determines that the expiration date has not exceeded (No) in S508.
Thereafter, in step S511, the reception terminal 103 determines whether a plurality of store visit purposes are registered. Note that the reception terminal 103 determines that a plurality of store visit purposes are not registered (No) in this determination of S511. Thereafter, the processing of the reception terminal 103 proceeds to S513. As a result, the reception terminal 103 updates and registers the “last visit date” of the specific transaction visit information 102a to the current date in S513, displays the reception number card ticketing screen 305 in S505, and displays the reception number card. Issue.

(Flow of display screen in case of “Multiple store visit registration”)
FIG. 6-5 shows the flow of the display screen when a plurality of store visit purposes are registered.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301, the store visit purpose selection screen 304, and the receipt number card issue screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506 to S508, S511, S512, S513, and S505 shown in FIG.

  That is, first, the reception terminal 103 performs the processing of S501, S502, S506 to S508, and S511 as in the case of FIG. The reception terminal 103 determines that a plurality of store visit purposes are registered (Yes) in S511. This determination is made when a plurality of store visit purposes are registered, such as “Payment” and “Pension receipt” of the account number “33333333” shown in FIG. In this case, the process of the reception terminal 103 proceeds to S512. That is, the reception terminal 103 first displays the store visit purpose selection screen 304 on the display input unit 103a in S512. At this time, the customer who visits the store specifies a message by pressing a message button in accordance with the store visit purpose selection screen 304 displayed in S512. As a result, the reception terminal 103 updates and registers the “last visit date” of the specific transaction store information 102a in S513, displays the reception number card issuance screen 305, and issues a reception number card in S505.

(Flow of display screen in the case of “Exceeded expiry date / No visit purpose specified”)
FIG. 6-6 shows the flow of the display screen when the expiration date is exceeded and the purpose of visiting the store is not specified.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301, the store visit purpose confirmation screen 303, and the receipt number card issue screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506 to S508, S509, S510, S511, S513, and S505 shown in FIG.

  That is, first, the reception terminal 103 performs the processing of S501, S502, and S506 to S508 as in the case of FIG. Note that the reception terminal 103 determines that the expiration date has exceeded (Yes) in S508. As a result, the process of the reception terminal 103 proceeds to S509. That is, the reception terminal 103 displays a store visit purpose confirmation screen 303 on the display input unit 103a in S509. The display of the store visit purpose confirmation screen 303 is performed in order to confirm with the store visitor whether or not the store has been visited for the registered store visit purpose. This is because the validity of the information registered in the specific transaction visit information 102a is reduced when the customer does not bring the possessed medium for a certain period of time, and as a result, the customer's requirement for the visitor has previously been This may be different from the purpose of visiting the store. Therefore, the reception terminal 103 displays a store visit confirmation screen 303 on the display input unit 103a in order to confirm with the store visitor whether or not the customer visit requirement is the same as the previously registered store visit purpose.

  The visiting customer presses the “Yes” button or the “No” button according to the store visit purpose confirmation screen 303 displayed in S509. In the illustrated example, the customer visiting the store has pressed the “Yes” button. Therefore, the reception terminal 103 determines in S510 that the message specified by the customer at the store is the same as the previous message (Yes). Thereafter, in step S511, the reception terminal 103 determines whether a plurality of store visit purposes are registered. Note that the reception terminal 103 determines that a plurality of store visit purposes are not registered (No) in this determination of S511. Thereafter, the processing of the reception terminal 103 proceeds to S513. In step S513, the reception terminal 103 updates and registers the “last visit date” of the specific transaction store information 102a. In step S505, the reception terminal 103 displays the reception number card ticketing screen 305 and issues a reception number card.

(Flow of display screen for “Exceeded expiration date / Registration for multiple visits”)
FIG. 6-7 shows the flow of the display screen when the expiration date is exceeded and when a plurality of store visit purposes are registered.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301, the store visit purpose confirmation screen 303, the store visit purpose selection screen 304, and the receipt number card issue screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506 to S508, S509, S510, S511, S512, S513, and S505 shown in FIG.

  That is, first, the reception terminal 103 performs the processing of S501, S502, S506 to S508, S509, S510, and S511 as in the case of FIG. The reception terminal 103 determines that a plurality of store visit purposes are registered (Yes) in S511. Therefore, the process of the reception terminal 103 proceeds to S512. That is, the reception terminal 103 displays the store visit purpose selection screen 304 on the display input unit 103a in S512. At this time, the customer visiting the store presses the message button according to the store visit purpose selection screen 304 displayed in S512. As a result, the reception terminal 103 updates and registers the “last visit date” of the specific transaction store information 102a in S513, displays the reception number card issuance screen 305, and issues a reception number card in S505.

(Flow of display screen in the case of expiry of expiration date / specifying the purpose of visiting another store)
FIG. 6-8 shows the flow of the display screen when the expiration date is exceeded and another store visit purpose is designated.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301, the store visit purpose confirmation screen 303, the store visit purpose designation screen 301, and the receipt number card issue screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506 to S508, S509, S510, S502 to S503, and S505 shown in FIG.

That is, first, the reception terminal 103 performs the processing of S501, S502, S506 to S508, S509, and S510 as in the case of FIG. In the illustrated example, the customer visiting the store has pressed the “No” button. Therefore, the reception terminal 103 determines in S510 that the message specified by the customer at the store is not the same as the previous message (No). Thereafter, the processing of the reception terminal 103 returns to S502. In this case, the reception terminal 103 waits in step S502 for the customer to specify the business (visit purpose) by pressing the business button on the store visit designation screen 301.
Thereafter, in step S502, the reception terminal 103 determines again whether or not the customer has pressed the business button. In the illustrated example, the customer at the store presses one of the business buttons. Therefore, the reception terminal 103 determines that the customer at the store has pressed the business button (Yes) in S502. Thereafter, the processing of the reception terminal 103 proceeds to S505 via S503. As a result, the reception terminal 103 displays a reception number card ticketing screen 305 and issues a reception number card in S505.

As described above, according to the reception terminal 103, the customer can use possession media (passbook, cash card, etc.) in which unique information (account information) for acquiring advance visit information (specific transaction visit information 102a) is recorded. The reception process can be performed simply by inserting the medium into the medium reading unit 103b of the reception terminal 103. Therefore, operations such as designation of requirements can be simplified, thereby improving operability.
Further, according to the reception terminal 103, by specifying the customer visitor specifications based on the prior visit information, the display of the buttons displayed on each display screen is displayed on the initial screen (visit purpose designation screen 301). The display can be changed to something different from the button display. For example, on the store visit purpose selection screen 304, a business button having a name (a familiar name) that can be easily understood by the store visitor can be displayed. Therefore, the customer who visits the store can easily operate the reception terminal 103, thereby improving the operability.
Further, according to the reception terminal 103, when the customer has not visited the store with the possessed medium for a certain period of time, the customer visited the store with different requirements even if the customer's store visit purpose is registered in the specific transaction store information 102a. Judge. Then, the reception terminal 103 displays the store visit purpose confirmation screen 303 and confirms whether or not the customer visit requirement is the same as the previously registered store visit purpose. Therefore, according to the reception terminal 103, it is possible to prevent the reception process from being performed with an incorrect requirement (that is, a requirement different from that of the customer at the store).

According to such a reception terminal 103, it is possible to display a display screen tailored to the customer who visits the store. Therefore, some operations can be omitted depending on the customers visiting the store.
In the case where the customer visits the store with a different purpose from the purpose of visiting the store registered in the specific transaction store information 102a, the customer can specify the requirement on the initial screen before inserting the possessed medium. Can accept.

[Embodiment 2]
<Configuration of system connected to reception terminal>
In the second embodiment, the reception terminal 103 receives requests from customers who have promised to visit a store (that is, customers who promised to visit a store with a financial institution) and customers who have reserved the date and time of visit to the store (hereinafter referred to as “reserved customers”). In order to perform reception processing, it is connected to a system outside the store.
Hereinafter, the configuration of the system connected to the reception terminal will be described with reference to FIG. FIG. 7 is a configuration explanatory diagram of a system connected to the reception terminal according to the second embodiment.

As shown in FIG. 7, in the second embodiment, the reception system 100 a has a configuration in which a store internal configuration and a store external configuration are connected via a communication line 500.
As in the first embodiment, the reception system 100a includes a reception management device 101, one to a plurality of reception terminals 103, and one to a plurality of call operation devices 104, as in the first embodiment. .
On the other hand, the reception system 100a has a configuration including a call center system 707 and a reservation reception system 708 as the configuration outside the store. The call center system 707 and the reservation reception system 708 are connected by a communication line such as a LAN 705.

The call center system 707 is a device for responding to customers by telephone or the like. The call center system 707 is provided in a call center established in order to exclusively handle customers. The call center operator uses this call center system 707 to promise to visit a store with a good customer or a customer in a specific transaction state.
The reservation reception system 708 is a device for receiving a reservation for a store visit date and time from a customer.
In this case, it is assumed that the store visit date and time have already been determined for the store promised customer and the reservation customer. The reception management device 101 registers the specific transaction visit information 102b as advance visit information of the promised customer and the reservation customer.

Hereinafter, the specific transaction store information 102b will be described with reference to FIG. FIG. 8 is a diagram illustrating a configuration example of the specific transaction store information 102b.
As shown in FIG. 8, the specific transaction visit information 102b is similar to the specific transaction visit information 102a shown in FIG. 2, such as “account number information”, “purpose of visit”, “last visit date”, “expiration date”, and the like. Contains information.
Furthermore, information such as “visit store classification”, “scheduled visit date”, “scheduled visit time”, and the like are added to the specific transaction visit information 102b.
The “visit store category” is information indicating the reason for the visit of a customer whose visit date and time is determined (for example, “promise to visit”, “reservation”, etc.). In the example shown in the figure, the reception management device 101 uses information when a financial institution (call center) promises to visit a store with a customer as “store promise”, and information when the customer reserves a visit by a reservation acceptance system. Is registered as the reason for the customer's visit.
The “scheduled visit date” is information indicating a scheduled date when the customer visits the store. In the illustrated example, the reception management apparatus 101 registers a scheduled date as “year / month / day” information.
“Scheduled visit time” is information indicating a scheduled time for the customer to visit the store. In the illustrated example, the reception management apparatus 101 registers the scheduled time as information having a time width of “from what hour and what time (From) to what time and what time (To)”.

In the second embodiment, a store visit confirmation screen 901 (see FIG. 9) is added as a screen displayed on the display input unit 103a. FIG. 9 is an explanatory diagram of a display screen example.
Hereinafter, the store visit confirmation screen 901 will be described with reference to FIG.
The store visit confirmation screen 901 is a screen for confirming with the customer whether or not the customer has visited the store by contact from a call center or the like.

  When the customer promises to visit the store, the call center operator operates the call center system 707 to access the reception management device 101 of the store where the customer visits (hereinafter referred to as “target store”). Is registered in the specific transaction visit information 102b of the reception management device 101 as advance visit information. At this time, for example, as shown in FIG. 8, the operator displays unique information (account number information) for identifying the customer in the “account number information” field, and information indicating the customer's scheduled visit date and time. In the “day” column and “scheduled visit time” column, information indicating that the customer is a promised customer visit (information of “visit visit”) is registered in the “visit store category” column. In addition, when the visitor purpose of the customer promised to visit the store is to visit the store itself, the operator enters the “visit destination” column, “last visit date” column, and “expiration date” column of the specific transaction visit information 102b. Do not register information in.

  On the other hand, when the customer makes a reservation for the store visit, the customer contacts the operator of the reservation reception center. The operator of the reservation reception center operates the reservation reception system 708 to access the reception management apparatus 101 of the target store, and registers customer information in the specific transaction store information 102b of the reception management apparatus 101 as pre-store visit information. . At this time, for example, as shown in FIG. 8, the operator displays unique information (account number information) for identifying the customer in the “account number information” field, and information indicating the customer's scheduled visit date and time. In the “day” column and “scheduled visit time” column, information indicating that the customer is a reserved customer (“reservation” information) is registered in the “visit store category” column. Note that when the store visit category is reservation, the customer has a clear store visit purpose, unlike the case of a store visit promise. Therefore, in this case, the operator registers the customer's store visit purpose in the “store visit purpose” column of the specific transaction visit information 102b.

  For customers whose information has already been registered in the specific transaction store information 102b, for example, registered information such as “account number: 44444444” and “account number: 7111111” shown in FIG. Separately, new information is registered.

<Operation of reception terminal>
Hereinafter, the operation of the reception terminal 103 in the second embodiment will be described with reference to FIGS. 10-1 and 10-2. FIGS. 10A and 10B are flowcharts illustrating the overall operation of the reception terminal 103 according to the second embodiment. In addition, about the process similar to the process of Embodiment 1 shown in FIG. 5, the same step number as Embodiment 1 is attached | subjected and the description is abbreviate | omitted. Here, the specific transaction information 102a used in the first embodiment will be described as being replaced with the specific transaction information 102b.

  Compared with the process of the first embodiment, the process of the second embodiment is between S507 (that is, whether or not there is specific transaction information 102a) and S508 (that is, whether or not the expiration date is exceeded). , S1101 to S1007 are different in that they are inserted.

Hereinafter, the processing of S1101 to S1007 will be described.
In S507, the reception terminal 103 determines whether or not there is specific transaction visit information 102b of the visit customer. When it is determined in S507 that there is the specific transaction store information 102b of the visit customer (in the case of “Yes”), the reception terminal 103 determines whether or not there is a “visit category” in response to this ( That is, it is determined whether or not “visit store category” is registered in the specific transaction visit information 102b (S1001).
If it is determined in S1001 that there is a “store visit category” (in the case of “Yes”), the reception terminal 103 responds with the “store reservation date” being the current day (that is, the current date). Is determined (S1002).
If it is determined in S1002 that the “store reservation date” is the current day (in the case of “Yes”), in response to this, the reception terminal 103 determines whether the “store reservation time” is within the range. Is determined (S1003).
If it is determined in S1003 that the “visit reservation time” is within the range (in the case of “Yes”), the reception terminal 103 responds to whether the “visit store classification” is a promise to visit the store. Is determined (S1004).

  When it is determined in S1004 that the “store visit category” is a store visit commitment (in the case of “Yes”), the reception terminal 103 responds to this by displaying a store visit confirmation screen 901 (see FIG. 9). The information is displayed on the display input unit 103a (S1005). At this time, the visiting customer presses the “Yes” button or the “No” button in accordance with the store visit confirmation screen 901. Therefore, when the reception terminal 103 detects a customer operation (here, pressing of the “Yes” button or the “No” button), in response to this, the reception terminal 103 determines whether or not the customer has visited the store with a promise to visit. Judgment is made (S1006). In the determination of S1006, when the customer visits the store clicks the “Yes” button in S1005, it is determined that the customer visits the store with a store visit promise (Yes), and the customer visits the customer clicks the “No” button in S1005. , It is determined that the customer visited the store for a reason other than the store visit promise (No).

When it is determined in S1006 that the customer has visited the store for a reason other than the store visit promise (in the case of “No”), or the determination in S1001 (that is, whether or not there is a “store visit category”) , “No” in either of the determinations in S1002 (that is, whether or not the “reservation date” is within the range) and the determinations in S1003 (that is, whether “reservation time” is within the range). If it is determined, the process of the reception terminal 103 proceeds to S1007. In this case, the reception terminal 103 determines whether there is information other than “visit appointment or reservation” (S1007).
If it is determined in S1007 that there is information other than “visit or reservation” (in the case of “Yes”), the process of the reception terminal 103 proceeds to S508. On the other hand, if it is determined in S1007 that there is no information other than “promise or reservation”, the process of the receiving terminal 103 returns to S502.

  In addition, when it is determined in S1004 (that is, whether or not “visit store category” is a store visit promise), it is determined that “visit store category” is not a store visit promise (in the case of “No”), or in S1006 ( In other words, when it is determined that the customer has visited the store with a store visit promise (in the case of “Yes”), the processing of the reception terminal 103 is performed via S1011. The process proceeds to S513. In this case, the reception terminal 103 deletes the information related to the “visit to store” or “reservation” from the specific transaction store information 102b (S1011), and uses the deleted information as the specific transaction store information 102c (see FIG. 12). Register for update. FIG. 12 is a diagram illustrating a configuration example of the specific transaction store information 102c. The specific transaction visit information 102c shown in FIG. 12 is obtained by deleting the information of the account number “2222222” from the specific transaction visit information 102b shown in FIG. After S1011, the reception terminal 103 updates and registers the “last visit date” of the specific transaction visit information 102a to the current date (S513). At this time, the reception terminal 103 is in the case where the store visit customer is a store visit promised customer or a reservation customer, and all the information of the corresponding account number registered in the specific transaction store visit information 102b is deleted. Change registration processing of “Last visit date” is not performed.

  A series of processing of the receiving terminal 103 in S1001 to S1007 and S1011 represents that the receiving terminal 103 operates as follows.

  That is, the reception terminal 103 determines whether or not the unique information (account number) of the customer's possession medium (passbook, cash card, etc.) is registered in the specific transaction visit information 102b in S1001 to S1003. If it is determined that the information in the “visit store division” column, “planned visit date” column, and “planned visit time” column registered in the specific transaction visit information 102b is valid. . Note that the reception terminal 103 determines that the information of “visit store category” is valid when the information of “visit store category” is “promise to visit” or “reservation”. Further, the reception terminal 103 determines that the information of “scheduled visit” is valid when the information of “scheduled visit” is the date of the current day. Further, the reception terminal 103 determines that the information in the “scheduled visit time” column is valid when the current time is within the time range (From to To) of the “scheduled visit time” column.

  Here, when all the information in the “visit store division” column, the “scheduled visit date” column, and the “scheduled visit time” column is not valid, the reception terminal 103 determines in S1007 that other than “visit store appointment or reservation”. It is determined whether or not information is registered.

On the other hand, if the information in the “visit store category” column, “scheduled visit date” column, and “scheduled visit time” column is valid, the reception terminal 103 determines whether the information in the “visit store category” column is a store visit promise in S1004. Determine whether or not.
When it is determined as “reservation” in the determination of S1004 (in the case of “No”), the reception terminal 103 determines that the customer at the store is a reservation customer, and performs the processing at S1011 (that is, “promise to visit”). Or deletion of information related to “reservation”).
On the other hand, if it is determined in S1004 that the store visit is promised (in the case of “Yes”), the reception terminal 103 determines that the store visit customer is a store visit promise customer, and the store visit confirmation screen is displayed in S1005. 901 (see FIG. 9) is displayed on the display input unit 103a, and the customer is prompted to press the “Yes” button or the “No” button according to the store visit confirmation screen 901.

  After the S1005, when the store visitor presses the “Yes” button, the reception terminal 103 determines in S1006 that the store visit customer is a store visit promised customer (Yes). In this case, the reception terminal 103 performs the processing of S1011 (that is, deletion of information related to “visit store appointment” or “reservation”).

  On the other hand, after S1005, when the customer visiting the store depresses the “No” button, the reception terminal 103 determines in S1006 that the customer visiting the customer is not a promised customer (No). In this case, the reception terminal 103 determines in S1007 whether information other than “visit store appointment or reservation” is registered. In addition, when it is determined in S1001 to S1003 that any of the information in the “visit store division” column, “planned visit date” column, and “planned visit time” column is invalid (in the case of “No”) In step S <b> 1007, the reception terminal 103 determines whether information other than “visit store appointment or reservation” is registered.

If it is determined in S1007 that information other than “visit appointment or reservation” is not registered (in the case of “No”), the reception terminal 103 is displayed on the store visit designation screen 301 in S502. Wait for the customer to specify the current business button.
On the other hand, if it is determined in S1007 that information other than “visit appointment or reservation” is registered (in the case of “Yes”), the reception terminal 103 identifies the customer in the store in the processing after S508. Respond as a customer registered for the purpose of visiting.

<Flow of display screen>
Hereinafter, the flow of the display screen displayed on the display input unit 103a will be described with reference to FIGS. 11A and 11B. FIGS. 11A and 11B are explanatory diagrams of display screens.

(Display screen flow for “Promise customers”)
FIG. 11A shows the flow of the display screen when the customer at the store is a customer who promises to visit the store.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit designation screen 301, the store visit confirmation screen 901, and the receipt number card issue screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506, S507, S1001 to S1006, S1011, S513, and S505 shown in FIGS. 10-1 and 10-2.

That is, first, the reception terminal 103 performs the processing of S501, S502, S506, and S507 as in the case of FIG. 6-4. Note that the reception terminal 103 determines that there is the specific transaction store information 102b of the visiting customer (Yes) in the determination of S507.
Thereafter, the reception terminal 103 determines in S1001 (that is, whether or not there is a “visit store classification”), determines in S1002 (that is, determines whether or not the “reserved visit date” is the current day), and determines in S1003. (In other words, whether or not the “visit reservation time” is within the range) and the determination in S1004 (that is, whether or not the “visit store category” is a store visit promise) are both determined as “Yes”. As a result, the process of the reception terminal 103 proceeds to S1005.

In step S1005, the reception terminal 103 displays a store visit confirmation screen 901 on the display input unit 103a. At this time, the store visitor presses the “Yes” button in accordance with the store visit confirmation screen 901 displayed in S1005.
When the customer visitor presses the “Yes” button after S1005, in response to this, the reception terminal 103 determines in step S1006 that the customer visitor is a customer promised to visit (Yes). As a result, the process of the reception terminal 103 proceeds to S1011. In this case, in step S1011, the reception terminal 103 deletes the information related to “visit store visit” or “reservation” from the specific transaction store information 102b, updates and registers the deleted information as the specific transaction store information 102c, and S513. Then, the "last visit date" of the specific transaction visit information 102c is updated and registered, and in S505, the receipt number card issuance screen 305 is displayed and the receipt number card is issued.

(Display screen flow for "Reserved customer")
FIG. 11-2 shows the flow of the display screen when the customer at the store is a reservation customer.
In this case, the reception terminal 103 displays each display screen on the display input unit 103a in the order of the store visit purpose designation screen 301 and the reception number card issuance screen 305.
The flow of this display screen corresponds to the processing of S501, S502, S506, S507, S1001 to S1004, S1011, S513, and S505 shown in FIGS. 10-1 and 10-2.

  That is, first, the reception terminal 103 performs the processing of S501, S502, S506, S507, and S1001 to S1004 as in the case of FIG. Note that the reception terminal 103 determines that the “visit store classification” is not a store visit promise (No) in S1004. As a result, the process of the reception terminal 103 proceeds to S1011. In this case, in step S1011, the reception terminal 103 deletes the information related to “visit store visit” or “reservation” from the specific transaction store information 102b, updates and registers the deleted information as the specific transaction store information 102c, and S513. Then, the "last visit date" of the specific transaction visit information 102c is updated and registered, and in S505, the receipt number card issuance screen 305 is displayed and the receipt number card is issued.

As described above, according to the second embodiment, the same effect as that of the first embodiment can be obtained.
Furthermore, the store visit date and time can be registered in advance via the call center system 707 or the reservation reception system 708.
In addition, when the customer who visits the store is a customer who promises to visit the store, special services can be provided as the customer who promises to visit the store.

  The present invention is not limited to the above-described embodiment, and various changes and modifications can be made without departing from the gist of the present invention.

For example, in the first embodiment and the second embodiment described above, it is assumed that the advance visit information (specific transaction visit information 102a, 102b, and 102c) is registered in the recording unit of the reception management apparatus 101 provided in the store. did. However, the pre-store visit information may be registered in a recording unit of a computer in another district that can be connected to the reception terminal 103 via a communication line. In this case, the customer can receive the same process regardless of the store.
For example, in the first embodiment and the second embodiment described above, a case where a customer who has an account at a financial institution visits a store of the financial institution and performs reception processing has been described as an example. However, the present invention is applicable not only to financial institutions but also to various forms of acceptance processing as long as the following conditions 1 and 2 are met.
That is,
(1) The customer's unique information that can identify an individual customer can be used.
(2) It is a form that the customer knows in advance or can expect to go to a specific place to fulfill a specific requirement.

It is composition explanatory drawing of the reception system containing the reception terminal of this Embodiment 1. It is a figure which shows the structural example of specific transaction store information. It is explanatory drawing of the example of a display screen. It is a flowchart which shows operation | movement of the characteristic part of this invention of a reception terminal. It is a flowchart which shows the operation | movement of the whole reception terminal of this Embodiment 1. It is explanatory drawing (1) of a display screen. It is explanatory drawing (2) of a display screen. It is explanatory drawing (3) of a display screen. It is explanatory drawing (4) of a display screen. It is explanatory drawing (5) of a display screen. It is explanatory drawing (6) of a display screen. It is explanatory drawing (7) of a display screen. It is explanatory drawing (8) of a display screen. FIG. 10 is a configuration explanatory diagram of a system connected to a reception terminal according to a second embodiment. It is a figure which shows the structural example of specific transaction store information. It is explanatory drawing of the example of a display screen. It is a flowchart (1) which shows the operation | movement of the whole reception terminal of this Embodiment 1. It is a flowchart (2) which shows the operation | movement of the whole reception terminal of this Embodiment 1. It is explanatory drawing (1) of a display screen. It is explanatory drawing (2) of a display screen. It is a figure which shows the structural example of specific transaction store information.

Explanation of symbols

100, 100a Reception system 101 Reception management device 102a, 102b, 102c Specific transaction visit information 103 Reception terminal 104 Call operation device 105, 709 LAN
707 Call center system 708 Reservation reception system

Claims (8)

In the reception terminal device that receives and processes the requirements of customers who have visited the store,
Medium reading means for reading information from the possessed medium possessed by the store visit customer, display means for displaying a screen, control means for receiving and processing the customer visit request, and arbitrary according to the operation of the store visit customer And input means for inputting the information of
The medium reading means reads the unique information of the store customer recorded in advance on the possessed medium from the store customer's possessed medium,
The control means includes
Based on the read unique information, acquired by communicating with reception management apparatus for managing business of the customer, from the reception management apparatus, a visit prior information prerecorded the visit customers to the reception management apparatus And
Based on the acquired prior visit information, from among a series of preparation screens prepared in advance for display on the display means, select a display screen to be displayed after the initial screen to display on the display means ,
Based on the acquired prior visit information, the visitor is a person who promises to visit the store or a person who reserves a visit date, and the visit time of the visitor customer is allowed from a designated time specified in advance. If it is determined that the time is within the range,
An accepting terminal device for accepting and processing the customer's customer's business on the basis of the store visit's prior information without receiving an input of the customer's customer's business by the input means . In the reception terminal device that receives and processes the requirements of customers who have visited the store ,
Medium reading means for reading information from the possessed medium possessed by the store visit customer, display means for displaying a screen, control means for receiving and processing the customer visit request, and arbitrary according to the operation of the store visit customer information has an input means is input,
The medium reading means reads the unique information of the store customer recorded in advance on the possessed medium from the store customer's possessed medium,
The control means includes
Based on the read unique information, it communicates with the reception management device that manages the business of each customer, and from the reception management device, the specific transaction store information of the store customer recorded in advance in the reception management device. Acquired,
Based on the acquired specific transaction store information, a display screen to be displayed after the initial screen is selected from a series of preparation screens prepared in advance for display on the display means, and the selected display screen is displayed. When displayed on the display means,
When the customer operates the device according to the initial screen displayed by the input means or the selected display screen, the customer receives the request according to the operation ,
When it is determined that the visit customer has one purpose of visit based on the acquired specific transaction visit information and the expiration date set in advance for the specific transaction visit information of the visit customer is within the period Is
The reception process for receiving the customer's request based on the acquired specific transaction store information without receiving the input of the customer's customer's request by the input means. Terminal device. In the reception terminal device according to claim 1 or 2,
After the customer visits the input means according to the initial screen, the medium reading means reads the possessed medium, and the customer visits the medium reading means to read the possessed medium. A receiving terminal device that changes the selection of the display screen to be displayed after the initial screen when the operation is performed by the input means according to the initial screen. In the reception terminal device according to claim 1 ,
As a requirement of the store visit customer, when a plurality of store visit purposes are registered in the store visit prior information,
A reception terminal device for displaying a store visit purpose designation screen for designating a store visit purpose on the display means. In the reception terminal device according to claim 2,
  When a plurality of store visit purposes are registered in the specific transaction store information as the customer visit requirement,
  A store visit purpose designation screen for designating the store visit purpose is displayed on the display means.
A reception terminal device characterized by that. In the reception terminal device according to 請 Motomeko 2,
When it is determined that the current date is a date that has passed a predetermined expiration date in the specific transaction store information of the customer,
Based on the specific transaction store visit information , displaying a store visit purpose confirmation screen on the display means for confirming whether or not the store visit purpose as the customer visit requirement is the same as the previous store visit purpose. Characteristic reception terminal device. In the screen display method of the reception terminal device that receives and processes the business of the customer who visited the store,
The reception terminal device
Medium reading means for reading information from the possessed medium possessed by the store visit customer, display means for displaying a screen, control means for receiving and processing the customer visit request, and arbitrary according to the operation of the store visit customer And input means for inputting the information of
The display means displays an initial screen;
The medium reading means reads the unique information of the customer who is recorded in advance on the possessed medium from the customer's possessed medium,
The control means is
Based on the read unique information, it communicates with the reception management device that manages the requirements of each customer, and acquires the pre-store visit information of the store customer recorded in advance in the reception management device from the reception management device And
Based on the acquired prior visit information, a display screen to be displayed after the initial screen is selected from a series of preparation screens prepared in advance for display on the display means and displayed on the display means. Let
Based on the acquired prior visit information, the customer is a person who promises to visit the store or a person who reserves a visit date, and the visit time of the visit customer is allowed from a specified time specified in advance. If it is determined that the time is within the range,
The screen of the reception terminal device, which receives and processes the customer's customer's requirement based on the store visit prior information without receiving the customer's customer's requirement input by the input means. Display method. In the screen display method of the reception terminal device that receives and processes the business of the customer who visited the store,
The reception terminal device
Medium reading means for reading information from the possessed medium possessed by the store visit customer, display means for displaying a screen, control means for receiving and processing the customer visit request, and arbitrary according to the operation of the store visit customer And input means for inputting the information of
The medium reading means reads the unique information of the store customer recorded in advance on the possessed medium from the store customer's possessed medium,
The display means displays an initial screen;
The medium reading means reads the unique information of the customer who is recorded in advance on the possessed medium from the customer's possessed medium,
The control means is
Based on the read unique information, it communicates with the reception management device that manages the business of each customer, and from the reception management device, the specific transaction store information of the store customer recorded in advance in the reception management device. Acquired,
Based on the acquired specific transaction store information, a display screen to be displayed after the initial screen is selected from a series of preparation screens prepared in advance for display on the display means, and the selected display screen is displayed. When displayed on the display means,
When the customer operates the device according to the initial screen displayed by the input means or the selected display screen, the customer receives the request according to the operation ,
When it is determined that the visit customer has one purpose of visit based on the acquired specific transaction visit information and the expiration date set in advance for the specific transaction visit information of the visit customer is within the period Is
Based on the acquired specific transaction visit information, accepting the visit customer's requirement without accepting input of the visit customer's requirement by the input means
A screen display method for a reception terminal device.

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