JP6372276B2 - Information processing system, data storage method, and program - Google Patents

Description

  The present invention relates to an information processing system, a data storage method, and a program.

  As a technology to properly manage the customer's passbook and certificates, etc., kept when a foreign affairs officer of a financial institution visits a customer, an image of the deposits taken on the spot using a mobile terminal brought by the liaison officer There is a technology that sends information to the server together with information such as the customer number entered by the foreign affairs personnel.

JP 2010-204786 A JP 2000-001986 A

  On the other hand, when a sales representative of a financial institution visits a customer to perform a contract procedure, etc., the customer's personal information is recorded on the spot using a mobile device and then taken back to the company. is there. Examples of the medium in which personal information is described include a driver's license and an insurance card. Photographed image data including customer personal information photographed at the customer site should be managed by the server as data for performing the contract procedure, etc., and therefore uploaded at any timing from the mobile terminal to the server There is a need. If the sales representative carries the captured image data stored in the mobile terminal, the personal information of the customer will be leaked if the mobile terminal or the storage medium is lost. For this reason, it is important for sales representatives to prevent the leakage of personal information before uploading them to a server or other device immediately after shooting and deleting them from the mobile device. is there. In order to encourage sales staff to perform such work, it is desirable to facilitate the work of uploading data from a mobile terminal to a server.

  When data including customer personal information or the like is uploaded to the server, it is necessary to manage on the server in a state where it is easy to identify which customer the data is. However, when uploading the captured image data to the server in association with the customer information, the salesperson operates the mobile terminal on the go, accesses the server, inputs information about the customer, and stores it. It is necessary to search for and specify the area to be processed. For this reason, the work load of the sales representative when uploading data acquired on the go to the server is large. In addition, if the sales representative incorrectly inputs information about a customer or specifies an area to be stored, data including the personal information of customer A may be stored on the server as data corresponding to customer B. There is also.

  An object of one aspect is to provide a mechanism that supports an operation when data is stored in a server device from a mobile terminal.

According to one aspect, a data storage method receives data from a terminal, and an identifier of the terminal that is a transmission source of the received data or an identifier of an operator who operates the terminal, and the terminal acquires the data The process of identifying one customer corresponding to the date and time shown in the schedule corresponding to the operator stored in association with the operator identifier among a plurality of customers based on the date and time The data is stored in association with information indicating the identified and executed customer.

  It is possible to provide a mechanism that supports operations when data is stored in the server device from the mobile terminal.

It is a figure which shows the whole structure of a customer information management system. It is a figure which shows the hardware constitutions of a mobile terminal. It is a figure which shows the hardware constitutions of a server apparatus. It is a figure which shows an example of the identification information stored in an identification information database. It is a figure which shows an example of the schedule information stored in a schedule information database. It is a figure which shows an example of the management information stored in a customer information management database. It is a figure which shows an example of the storage area of customer information. It is a figure which shows the function structure of a mobile terminal. It is a figure which shows an example of picked-up image data. It is a figure which shows the function structure of a server apparatus. It is a flowchart which shows the flow of a customer information collection process. It is a flowchart which shows the flow of a customer information management process. It is a flowchart which shows the flow of a customer information management process. It is a figure which shows the transition of the display screen displayed on a mobile terminal. It is a figure for demonstrating the operation content of the mobile terminal by the sales representative in a customer information collection process. It is a figure which shows the time range of the schedule information searched. It is a figure which shows the distance range of the schedule information searched. It is a flowchart which shows the flow of a customer information management process. It is a flowchart which shows the flow of a customer information management process. It is a figure which shows the transition of the display screen displayed on a mobile terminal.

  Hereinafter, embodiments will be described with reference to the accompanying drawings. In addition, in this specification and drawing, about the component which has the substantially same function structure, the duplicate description is abbreviate | omitted by attaching | subjecting the same code | symbol.

[First Embodiment]
First, the overall configuration of a customer information management system that is an example of an information processing system according to the first embodiment will be described. FIG. 1 is a diagram showing an overall configuration of a customer information management system. For example, the customer information management system 100 collects personal information of a “customer”, which is a target of service provided by a financial institution such as an insurance company or a bank, by photographing a sales person and stores it in a predetermined storage area in the server device. It is a system that manages personal information of customers by storing them.

  As shown in FIG. 1, the customer information management system 100 includes a mobile terminal 110 and a server device 120. The mobile terminal 110 and the server device 120 are connected to each other via the network 130.

  The mobile terminal 110 includes a customer information collection unit 111 and an identification information database (hereinafter abbreviated as DB) 112.

  The customer information collection unit 111 transmits the photographed image data obtained by photographing the customer's personal information (for example, a driver's license or insurance card) to the server device 120, thereby collecting the customer's personal information. A processing unit that stores data in a predetermined storage area (folder) in the device 120.

  The identification information DB 112 stores identification information for identifying a salesperson who is an operator who operates the mobile terminal 110.

  The server device 120 includes a customer information management unit 121, a schedule information DB 122, a customer information management DB 123, and a customer information DB 124.

  The customer information management unit 121 is a processing unit that analyzes the captured image data received from the mobile terminal 110 and extracts information included in the captured image data. Further, the customer information management unit 121 compares the information extracted from the captured image data with the schedule information stored in the schedule information DB 122 and the management information stored in the customer information management DB 123. Furthermore, the customer information management unit 121 identifies which customer personal information is included in the captured image data based on the comparison result. As a result, the customer information management unit 121 stores the captured image data in the storage area associated with the identified customer in the customer information DB 124 that stores the captured image data.

  The schedule information DB 122 is a storage area for storing schedule information for each sales representative. The schedule information is, for example, a daily schedule. The schedule information DB 122 stores predetermined schedule information using information indicating sales representatives and information indicating dates as keys.

  The customer information management DB 123 is a storage area for storing personal information for each customer. Further, the customer information management DB 123 defines a storage area in the customer information DB 124 in which captured image data including customer personal information is stored in association with personal information when a customer is specified.

  The customer information DB 124 is a storage area for storing captured image data transmitted from the mobile terminal 110 in a storage area associated with the identified customer.

  Next, the hardware configuration of the mobile terminal 110 will be described. FIG. 2 is a diagram illustrating a hardware configuration of the mobile terminal. As illustrated in FIG. 2, the mobile terminal 110 includes a CPU (Central Processing Unit) 201, a ROM (Read Only Memory) 202, a RAM (Random Access Memory) 203, and a storage unit 204. The mobile terminal 110 includes a GPS (Global Positioning System) unit 205, a time management unit 206, a photographing unit 207, a communication unit 208, and a user interface unit 209. Note that the units of the mobile terminal 110 are connected to each other via the bus 210.

  The CPU 201 is a computer that executes various programs stored in the storage unit 204 (for example, a customer information collection application program that operates the CPU 201 as the customer information collection unit 111).

  The ROM 202 is a nonvolatile memory. The ROM 202 stores various programs and data necessary for the CPU 201 to execute various programs stored in the storage unit 204. Specifically, a boot program such as BIOS (Basic Input / Output System) or EFI (Extensible Firmware Interface) is stored.

  The RAM 203 is a main storage device such as a DRAM (Dynamic Random Access Memory) or an SRAM (Static Random Access Memory). The RAM 203 functions as a work area that is expanded when various programs stored in the storage unit 204 are executed by the CPU 201.

  The storage unit 204 stores various programs installed in the mobile terminal 110, various information used when executing the programs (for example, identification information stored in the identification information DB 112), and the like.

  The GPS unit 205 outputs position information (latitude, longitude) of the mobile terminal, for example, at a predetermined cycle. The time management unit 206 outputs current time information. The photographing unit 207 generates photographed image data such as a medium on which personal information is described. The communication unit 208 is wirelessly connected to the network 130 and transmits / receives information to / from the server device 120.

  The user interface unit 209 includes a display unit that displays various types of information that the mobile terminal 110 has, and an operation unit that is used when a salesperson inputs various instructions to the mobile terminal 110.

  Next, the hardware configuration of the server device 120 will be described. FIG. 3 is a diagram illustrating a hardware configuration of the server apparatus 120. As illustrated in FIG. 3, the server device 120 includes a CPU 301, a ROM 302, a RAM 303, a storage unit 304, a communication unit 305, and a user interface unit 306.

  The CPU 301 is a computer that executes various programs stored in the storage unit 304 (for example, a customer information management application program that operates the CPU 301 using the CPU as the customer information management unit 121).

  The ROM 302 is a nonvolatile memory. The ROM 302 stores various programs and data necessary for the CPU 301 to execute various programs stored in the storage unit 304. Specifically, a boot program such as BIOS or EFI is stored.

  The RAM 303 is a main storage device such as DRAM or SRAM. The RAM 303 functions as a work area that is expanded when various programs stored in the storage unit 304 are executed by the CPU 301.

  The storage unit 304 stores various programs installed in the server device 120, various information used when executing the programs, and the like. The various information stored in the storage unit 304 includes, for example, schedule information stored in the schedule information DB 122, management information stored in the customer information management DB 123, and customer information stored in the customer information DB 124.

  The communication unit 305 is connected to the network 130 and transmits / receives information to / from the mobile terminal 110. The user interface unit 306 includes a display unit that displays various information included in the server device 120 and an operation unit that is used when an administrator of the server device 120 inputs various instructions to the server device 120.

  Next, the identification information DB 112 that the mobile terminal 110 has will be described. FIG. 4 is a diagram illustrating an example of identification information stored in the identification information DB. As shown in FIG. 4, the identification information stored in the identification information DB 112 includes “terminal ID”, “user ID”, and “password” as information items.

  In “terminal ID”, an identifier unique to the mobile terminal 110 is stored. In the example of FIG. 4, “AAAAA” is stored as the terminal ID of the mobile terminal 110. In the “user ID”, an identifier unique to a sales person who is registered in advance as a sales person using the mobile terminal 110 is stored. In the example of FIG. 4, three sales representatives are registered as sales representatives using the mobile terminal 110, and “αααα”, “ββββ”, and “γγγγ” are stored as the respective user IDs. Yes.

  The “password” stores authentication information when each sales representative starts the customer information collection application program. The customer information collection unit 111 requests input of a user ID and a password when an activation instruction is input. Further, the customer information collection unit 111 determines whether the sales representative has correctly entered the password corresponding to the user ID based on the authentication information stored in the “password” of the identification information DB 112.

  Next, the schedule information DB 122, customer information management DB 123, and customer information DB 124 that the server device 120 has will be described. FIG. 5 is a diagram illustrating an example of schedule information stored in the schedule information DB 122. As shown in FIG. 5, the schedule information DB 122 manages schedule information for each sales representative. The example of FIG. 5 is an example in which a schedule divided in units of one day is stored, and shows schedule information of “December 16, 2013” of a salesperson with user ID = “αααα”.

  The schedule information stored in the schedule information DB 122 includes “date and time”, “location (plan of action)”, and “customer ID” as information items.

  In “date and time”, the date of the schedule information and the time in units of one hour, for example, are stored. In the example of FIG. 5, the time from 4 o'clock to 19 o'clock is stored in units of one hour. In this example, the time is divided in units of one hour, but is not limited to this, and may be divided in units of time according to convenience for managing the schedule.

  In “location (schedule of action)”, information indicating the schedule of action of the sales person corresponding to each time (time of one hour unit) stored in “date and time” is stored. In the example of FIG. 5, visit Mr. a's house from 9:00 to 10:00, explain the insurance, visit Mr. b's house and receive the related documents between 10:00 and 11:00, and between 11:00 and 12:00 , An action schedule for visiting Mr. c's house and receiving related documents is stored. In addition, an action schedule is stored that visits Mr. d's house from 14:00 to 15:00 to explain the insurance, and visits Mr. g from 17:00 to 18:00 to explain the insurance.

  In the “customer ID”, an identifier unique to the customer of the visited place stored in “location (scheduled action)” is stored. In the example of FIG. 5, the customer ID of “Mr. a” is “C001”, the customer ID of “Mr. b” is “C002”, and the customer ID of “Mr. c” is “C003”. . Further, the customer ID of “Mr. d” is “C004”, and the customer ID of “Mr. g” is “C007”.

  Thus, in the schedule information, the location of the sales representative (scheduled action) and the customer ID are registered as a record associated with the time information.

  FIG. 6 is a diagram illustrating an example of management information stored in the customer information management DB 123. As shown in FIG. 6, the management information stored in the customer information management DB 123 includes “customer ID”, “customer name”, “customer address”, and “related information folder” as information items.

  “Customer ID” stores an identifier unique to the customer. The “customer name” stores name information of each customer associated with the customer ID. The “customer address” stores address information of each customer associated with the customer ID. In the “related information folder”, storage area information indicating a storage area in the customer information DB 124 in which captured image data including personal information of each customer is to be stored is defined in association with the customer ID.

  In the example of FIG. 6, the captured image data including the personal information of the customer with customer ID = “C001” is stored in the folder specified by “sv01 ¥ cinfo ¥ C001”. Similarly, photographed image data including customer personal information of customer ID = “C002” to “C007” is stored in folders specified by “sv01 \ cinfo \ C002” to “sv01 \ cinfo \ C007”, respectively. Has been shown to be.

  As described above, since the customer ID and the related information folder are associated one-to-one, when it is specified which customer's personal information of the captured image data is captured, the captured image data The storage area is uniquely determined.

  FIG. 7 is a diagram illustrating an example of customer information stored in the customer information DB 124. As shown in FIG. 7, in the customer information DB 124, different storage areas are allocated for each folder. In the example of FIG. 7, “Image11.jpg” is stored in the folder = “sv01 \ info \ C001” as captured image data including personal information of the customer with the customer ID = “C001”. Similarly, “Image21.jpg” to “Image23.jpg” are stored in the folder = “sv01 \ info \ C002” as photographed image data including the personal information of the customer with the customer ID = “C002”. Also, “Image31.jpg” to “Image33.jpg” are stored in the folder = “sv01 \ info \ C003” as photographed image data including the personal information of the customer with the customer ID = “C003”.

  Next, various functions of the customer information collection unit 111 realized by the CPU 201 of the mobile terminal 110 executing the customer information collection application program will be described. FIG. 8 is a diagram illustrating a functional configuration of the mobile terminal.

  As shown in FIG. 8, the customer information collection unit 111 includes an authentication unit 801, a captured image processing unit 802, a communication control unit 803, and a user interface control unit 804.

  The authentication unit 801 authenticates the input user ID and password on the login screen displayed on the user interface unit 209 under the control of the user interface control unit 804 when the customer information collection application program is activated. Specifically, the correctness of the input user ID and password is determined with reference to the user ID and password registered in the identification information DB 112. If the authentication unit 801 determines that the user ID and password are correct, the sales representative identified by the user ID is determined to be successful, and other functions of the customer information collection unit 111 can be executed. .

  When a shooting instruction is input on a shooting screen displayed on the user interface unit 209 under the control of the user interface control unit 804, the shot image processing unit 802 controls the shooting unit 207 to generate shot image data. To do. For example, photographed image data of a medium on which customer personal information is described is generated. Also, the captured image processing unit 802 adds the position information output from the GPS unit 205 at the time of capturing to the captured image data as metadata. The captured image processing unit 802 adds the time information output from the time management unit 206 at the time of shooting to the captured image data as metadata. Further, the photographed image processing unit 802 adds the user ID input when the customer information collection application program is activated to the photographed image data as metadata.

  The communication control unit 803 transmits the captured image data to the server device 120 when an instruction to transmit captured image data is input on the transmission screen displayed on the user interface unit 209 under the control of the user interface control unit 804. Send. In addition, the communication control unit 803 receives various responses from the server device 120 with respect to the transmission of the captured image data, and notifies the user interface control unit 804 of the various responses. Further, in response to the notification to the user interface control unit 804, various input instructions are transmitted to the server device 120 on the confirmation screen or the acquisition screen displayed on the user interface unit 209 under the user interface control unit 804. To do.

  The user interface control unit 804 controls the user interface unit 209 and displays a display screen (login screen, shooting screen, transmission screen, confirmation screen, acquisition screen, etc.) for receiving various instructions. Also, various instructions input on the displayed display screen are accepted.

  FIG. 9 is a diagram illustrating an example of captured image data generated in the mobile terminal 110 and transmitted to the server device 120. As shown in FIG. 9, the captured image data 900 includes “file name”, “shooting date / time”, “shooting location”, and “photographer” as metadata items.

  The “file name” stores the name of a file that is automatically given when the captured image processing unit 802 generates captured image data. In “shooting date and time”, time information output from the time management unit 206 at the time of shooting is stored. In “shooting location”, position information output from the GPS unit 205 at the time of shooting is stored. The “photographer” stores a user ID input when the customer information collection application program is started. In addition, the example of FIG. 10 has shown the case where a customer's driver's license was image | photographed as picked-up image data.

  Next, various functions of the customer information management unit 121 realized by the CPU 301 included in the server device 120 executing the customer information management application program will be described. FIG. 10 is a diagram illustrating a functional configuration of the server apparatus.

  As illustrated in FIG. 10, the customer information management unit 121 includes a captured image analysis unit 1001, a schedule analysis unit 1002, a storage location information acquisition unit 1003, and a storage control unit 1004.

  The captured image analysis unit 1001 receives captured image data transmitted from the mobile terminal 110. Also, the metadata added to the received captured image data is analyzed, and the shooting date / time information indicating the date / time of shooting, the shooting location information indicating the shooting location, and the photographer information indicating the shooting user are extracted. .

  The schedule analysis unit 1002 searches the schedule information DB 122 for schedule information corresponding to the shooting date / time information and the photographer information extracted by the shot image analysis unit 1001. Further, the schedule analysis unit 1002 extracts a record corresponding to the shooting date / time information and the shooting location information extracted by the shot image analysis unit 1001 from the hourly records included in the searched schedule information. Further, the schedule analysis unit 1002 identifies the customer ID included in the extracted record, and notifies the storage location information acquisition unit 1003 of it.

  The storage location information acquisition unit 1003 searches the customer information management DB 123 based on the customer ID notified from the storage location information acquisition unit 1003, and reads the related information folder associated with the customer ID. As a result, the storage location information acquisition unit 1003 determines a storage area for the captured image data transmitted from the mobile terminal 110.

  The storage control unit 1004 controls the captured image data transmitted from the mobile terminal 110 to be stored in the storage area determined by the storage destination information acquisition unit 1003 among the plurality of storage areas of the customer information DB 124. In addition, the storage control unit 1004 transmits a notification to the mobile terminal 110 that the storage of the captured image data is completed when the storage of the captured image data is completed.

  Note that the storage control unit 1004 transmits a request for uniquely determining to the mobile terminal 110 if the storage location information acquiring unit 1003 cannot uniquely determine the storage area of the captured image data. Specifically, the mobile terminal 110 is instructed to output a screen that prompts input of information for determining a storage area in which captured image data is to be stored. When the storage control unit 1004 can determine the storage area in which the captured image data is to be stored based on the response content transmitted from the mobile terminal 110 in response to various requests, the captured image data is stored in the determined storage area. Control to store.

  Next, the flow of customer information collection processing executed by the mobile terminal 110 will be described. FIG. 11 is a flowchart showing a flow of customer information collection processing by the mobile terminal 110.

  When the customer information collection application program accepts an activation instruction, the user interface control unit 804 displays a login screen on the user interface unit 209 in step S1101.

  In step S1102, the user interface control unit 804 receives the user ID and password input on the login screen. Further, the authentication unit 801 determines whether the received user ID and password are correct by referring to the identification information DB 112.

  If the authentication unit 801 determines in step S1103 that the received user ID and password are not correct, the authentication unit 801 determines that the authentication has failed, and ends the customer information collection process. On the other hand, if it is determined that the received user ID and password are correct, it is determined that the authentication is successful. In this case, the user interface control unit 804 displays on the user interface unit 209 a shooting screen for shooting a medium in which customer personal information is described.

  In step S1104, the user interface control unit 804 receives a shooting instruction, and the shot image processing unit 802 controls the shooting unit 207 in accordance with the shooting instruction to generate shot image data of a medium on which customer personal information is described. To do. Also, the captured image processing unit 802 acquires position information and time information output at the time of shooting from the GPS unit 205 and the time management unit 206, respectively, and stores the captured image data as shooting location information and shooting date / time information of metadata. Append. Furthermore, the captured image processing unit 802 adds the user ID input in step S1101 to the captured image data as photographer information of metadata.

  In step S <b> 1105, the communication control unit 803 transmits the captured image data generated by the captured image processing unit 802 to the server device 120.

  In step S <b> 1106, the communication control unit 803 receives a notification from the server device 120 as a response to the transmission of the captured image data to the server device 120.

  In step S <b> 1107, the communication control unit 803 determines whether the notification received in step S <b> 1106 is a notification that storage of captured image data is complete.

  If it is determined in step S1107 that the storage of the captured image data is complete, the process proceeds to step S1112. In step S <b> 1112, the user interface control unit 804 displays a completion screen indicating that the storage of the captured image data is completed on the user interface unit 209. Further, the captured image processing unit 802 deletes the captured image data temporarily stored in the mobile terminal 110. Thereafter, the customer information collection process is terminated.

  On the other hand, if it is determined in step S1107 that a notification indicating that the storage of captured image data has been completed has not been received, the process advances to step S1108. In step S <b> 1108, the communication control unit 803 determines whether a confirmation request has been received from the server device 120.

  If it is determined in step S1108 that the confirmation request has been received, the communication control unit 803 notifies the user interface control unit 804 of the confirmation request, and the process proceeds to step S1109. Note that the confirmation request transmitted from the server device 120 requests that the sales representative operating the mobile terminal 110 confirm whether or not the customer specified based on the captured image data is correct in the server device 120. Is.

  In step S <b> 1109, when the user interface control unit 804 receives a confirmation request notification from the communication control unit 803, the user interface control unit 804 controls the user interface unit 209 to display a confirmation screen for the salesperson to confirm whether the customer is right or wrong. In addition, the user interface control unit 804 accepts an instruction input on the displayed confirmation screen. Thereafter, the process proceeds to step S1111.

  On the other hand, if it is determined in step S1108 that a customer information acquisition request (not a confirmation request) has been received, the communication control unit 803 notifies the user interface control unit 804 of the customer information acquisition request, and the process proceeds to step S1110. Note that the customer information acquisition request transmitted from the server device 120 is directly related to the sales representative who operates the mobile terminal 110 because the customer cannot be identified on the server device 120 based on the captured image data. Is required.

  In step S <b> 1110, when the user interface control unit 804 receives notification of a customer information acquisition request from the communication control unit 803, the user interface control unit 804 displays an acquisition screen for prompting the sales person to input information about the customer on the user interface unit 209. Control as follows. In addition, the user interface control unit 804 receives information related to the customer input on the displayed acquisition screen. Thereafter, the process proceeds to step S1111.

  In step S <b> 1111, the communication control unit 803 transmits the content received by the user interface control unit 804 to the server device 120. When the content received by the user interface control unit 804 is transmitted to the server device 120, the communication control unit 803 returns to step S1106 and receives a notification from the server device 120 as a response to the transmission of the received content.

  In step S 1107, the communication control unit 803 determines whether a notification indicating that the storage of the captured image data is completed is received from the server device 120. If it is determined in step S1107 that a notification that storage of captured image data has been completed has not been received, the processing in steps S1108 to S1111 is repeated. On the other hand, if it is determined in step S1107 that a notification indicating that the storage of the captured image data has been completed is received, the process proceeds to step S1112.

  In step S <b> 1112, the user interface control unit 804 displays a completion screen indicating that the storage of the captured image data is completed on the user interface unit 209. Further, the captured image processing unit 802 deletes the captured image data temporarily stored in the mobile terminal 110. Thereafter, the customer information collection process is terminated.

  Next, the flow of customer information management processing executed by the server device 120 will be described. 12 and 13 are flowcharts showing the flow of customer information management processing by the server device 120. FIG.

  When the customer information management application program is activated, the captured image analysis unit 1001 determines whether captured image data is transmitted from the mobile terminal 110 in step S1201. If it is determined in step S1201 that the captured image data is not transmitted, the process waits until the captured image data is transmitted.

  On the other hand, if it is determined in step S1201 that the captured image data has been transmitted, the process proceeds to step S1202. In step S1202, the captured image analysis unit 1001 analyzes metadata added to the received captured image data, and extracts a user ID of the photographer. Note that here, it is assumed that the photographer's user ID is added to the photographed image data, but other information is added instead of the photographer's user ID, and indirectly from the other information. A user ID may be specified. As an example of other information, for example, when the identifier of the mobile terminal 110 is added to the captured image data, the user ID stored in the server device 120 in association with the identifier of the mobile terminal 110 is specified. Good.

  In step S1203, the captured image analysis unit 1001 analyzes metadata added to the received captured image data, and extracts shooting date / time information and shooting location information.

  In step S1204, the schedule analysis unit 1002 searches the schedule information DB 122 for schedule information corresponding to the user ID extracted in step S1202 and the shooting date / time information extracted in step S1203.

  In step S1205, the schedule analysis unit 1002 acquires a record in which the shooting date / time information extracted in step S1203 is included in the time range indicated in the date / time item from the records included in the schedule information searched in step S1204. To do.

  In step S1206, the storage location information acquisition unit 1003 searches the customer information management DB 123 based on the customer ID included in the record acquired by the schedule analysis unit 1002 in step S1205, and acquires corresponding customer address information.

  In step S1207, the storage location information acquisition unit 1003 compares the shooting location information extracted by the schedule analysis unit 1002 in step S1203 with the customer address information acquired in step S1207.

  In step S1208, the storage location information acquisition unit 1003 determines whether the shooting location information matches the customer address information. If it is determined that they match, the process advances to step S1209. In step S1209, the storage location information acquisition unit 1003 searches the customer information management DB 123 based on the customer ID, and acquires the corresponding related information folder. In addition, the match determination between the shooting location information and the customer address information is not only when the position information specified by the shooting location information matches the customer address information, but also in the case of an error in a range that can be regarded as matching, You may determine with a match.

  In step S1210, the storage control unit 1004 stores the captured image data using the related information folder acquired by the storage location information acquisition unit 1003 in step S1209 as a storage area in the customer information DB 124. In step S1211, the storage control unit 1004 transmits to the mobile terminal 110 that storage of the captured image data is complete.

  As described above, the customer information management unit 121 compares the schedule information DB 122 and the customer information management DB 123 with the metadata added to the photographed image data, and the personal information included in the photographed image data belongs to any customer. Is automatically determined. This makes it possible to uniquely determine the storage area of personal information managed separately for each customer. When the sales representative stores the captured image data in the server device 120 on the go, it becomes a storage destination. There is no need to search or specify a folder. That is, according to the customer information management unit 121, it is possible to support an operation when storing personal information from the mobile terminal 110 to the server device.

  On the other hand, if it is determined in step S1208 that the shooting location information does not match the customer address information, the process advances to step S1301 in FIG. In step S1301 in FIG. 13, the schedule analysis unit 1002 acquires one record before and after the record corresponding to the shooting date / time information extracted by the shot image analysis unit 1001 in step S1203. That is, among the record group corresponding to the time before the first record (the record specified in step S1205) included in the time indicated by the item “date and time”, the time specified by the shooting date and time information is “ A record in which information is stored in the item “location (scheduled action)” and a date and time information closest to the first record is included is identified. In addition, among records corresponding to a time later than the first record, information that is stored in the item “location (scheduled action)” and that is closest to the first record Identify the third record that contains In addition, the schedule analysis unit 1002 acquires customer address information based on the customer ID included in each record.

  In step S1302, the storage location information acquisition unit 1003 compares the shooting location information extracted by the schedule analysis unit 1002 in step S1203 with the customer address information acquired in step S1301.

  In step S1303, the storage location information acquisition unit 1003 determines whether or not the shooting location information matches any one, that is, whether the customer address information of the second record or the third record matches. In the case, the process proceeds to step S1304. In step S <b> 1304, the storage control unit 1004 transmits the customer ID of the record in which the shooting location information matches the customer address information to the mobile terminal 110. Specifically, a confirmation request for confirming whether or not the personal information included in the photographed image data belongs to the customer specified by the customer ID is transmitted.

  In step S1305, the storage control unit 1004 receives a response from the mobile terminal 110 to the confirmation request transmitted in step S1304. In step S1306, the storage control unit 1004 determines whether the response from the mobile terminal 110 to the confirmation request is “OK”.

  If it is determined in step S1306 that the response from the mobile terminal 110 to the confirmation request is “OK”, the process proceeds to step S1307. In step S1307, the storage location information acquisition unit 1003 searches the customer information management DB 123 based on the customer ID confirmed by the sales representative by the confirmation request, and acquires the corresponding related information folder. Thereafter, the process returns to step S1210 of FIG.

  On the other hand, if it is determined in step S1303 that the shooting location information does not match the customer address information, and if it is determined in step S1306 that the response from the mobile terminal 110 to the confirmation request is not “OK”, The process proceeds to step S1308.

  In step S1308, the storage control unit 1004 transmits to the mobile terminal 110 a customer information acquisition request for inquiring which customer's personal information is included in the captured image data.

  In step S1309, the storage control unit 1004 receives a response from the mobile terminal 110 in response to the customer information acquisition request. In step S1310, the storage control unit 1004 extracts the customer ID based on the response content from the mobile terminal 110 in response to the customer information acquisition request.

  In step S1311, the storage location information acquisition unit 1003 searches the customer information management DB 123 based on the customer ID extracted based on the response content, and acquires the corresponding related information folder. Thereafter, the process returns to step S1210 of FIG.

  As described above, in the case where the customer information management unit 121 cannot automatically determine which customer the personal information included in the photographed image data belongs to, the customer information management unit 121 presents the customer candidate to the salesperson. Prompt for confirmation or direct customer information. Thereby, even when the sales person takes an action different from the action schedule registered in the schedule information, the personal information of the customer can be stored in the folder associated with the customer.

  Next, transition of various screens displayed on the user interface unit 209 when the customer information collection application program is started will be described. FIG. 14 is a diagram showing screen transition when the customer information collection application program is started.

  A screen 1400 shows an initial screen after the mobile terminal 110 is turned on. It is assumed that an icon 1401 for starting the installed customer information collection application program is displayed on the initial screen of the mobile terminal 110.

  When an instruction to start a customer information collection application is input by selecting an icon 1401 on the screen 1400, a login screen shown in a screen 1410 is displayed. As shown in the screen 1410, the login screen is provided with columns 1411 and 1412 for inputting a user ID and a password, and the salesperson inputs his / her user ID and password in these columns 1411 and 1412. The login button 1413 is pressed. The input to the button displayed on the screen may be any operation such as an operation of pressing a key of the mobile terminal 110, an operation of clicking or tapping a button on the screen, which is associated with the displayed button. It may be realized by operation.

  If login fails, the screen returns to the screen 1400. On the other hand, if the login is successful, a screen 1420 is displayed. A screen 1420 is a shooting screen for shooting a medium on which customer personal information is described. In the example of FIG. 14, a driver's license, which is a medium in which customer personal information is written, is displayed in the subject display area 1421. When a shooting button 1422 is pressed in a state where a medium on which customer personal information is described is displayed in the subject display area 1421, shooting is performed.

  When shooting is performed based on the shooting instruction from the sales representative, a screen 1430 is displayed. Screen 1430 is a transmission screen for inputting an instruction as to whether or not the captured image data is transmitted to server device 120 and stored.

  When the sales representative presses the “Yes” button 1431 on the screen 1430, the transmission processing to the server device 120 is executed, and the screen 1440 is displayed when the storage is successful. Screen 1440 is a completion screen indicating that storage of the captured image data in a predetermined storage area in server device 120 has been completed.

  As shown in the screen 1440, the completion screen includes a “continue shooting” button 1441 and an “end” button 1442. When the “continuous shooting” button 1441 is pressed, the screen 1420 is displayed. The On the other hand, when the “end” button 1442 is pressed, the screen 1400 is displayed.

  Further, even when the “Yes” button 1431 is pressed on the screen 1430, the server apparatus 120 cannot uniquely identify which customer personal information included in the captured image data belongs to. The screen 1450 is displayed.

  The screen 1450 is a confirmation screen for confirming with the sales staff whether or not the customer ID specified based on the captured image data in the server device 120 is correct. In the example of the screen 1450, the customer name “C” stored in the customer information management DB 123 in association with the specified customer ID is shown as information indicating the specified customer. A customer ID may be displayed instead of the customer name. When the sales person presses the “Yes” button 1451 on the screen 1450, the transmission processing to the server device 120 is executed, and the screen 1440 is displayed when the storage is successful. On the other hand, when the sales person presses the “NO” button 1452, a screen 1460 is displayed.

  Screen 1460 is an acquisition screen for prompting the sales staff to input information related to the customer. As shown in a screen 1460, the acquisition screen includes shooting date / time information and shooting location information included in the shot image data, and a column 1461 for inputting a customer ID and a “Send” button 1462 are provided. . In the example of the screen 1460, as the information indicating the shooting location information, an address “Kanagawa-ku, Kanagawa-ku,... Mansion 2-2” specified by the shooting location information is shown. Instead of the address, the latitude and longitude information indicated in the shooting location information may be displayed. Thereby, the sales staff can transmit the customer ID to the server device 120. The data received in the field 1461 may be information that can uniquely identify the customer associated with the captured image data, and may be, for example, the customer name.

  In screen 1460, when the sales representative inputs the customer ID and presses "Send" button 1462, server device 120 completes storing the captured image data in the storage area determined based on the transmitted customer ID. A screen 1440 indicating that the above has been performed is displayed.

  Then, the effect at the time of applying the customer information management system 100 is demonstrated. FIG. 15 is a diagram for explaining the operation content of the mobile terminal by the sales representative in the customer information collection process. 15A and 15B show an example of a conventional data storage method for comparison, and FIG. 15C shows data when the customer information management system 100 is applied. An example of a storage method is shown.

  In the case of the conventional data storage method shown in FIG. 15 (a), a sales person 1501 logs in the mobile terminal while going out and performs a shooting operation so that the personal information of the customer is captured in the mobile terminal. Data is stored. Then, the mobile terminal is carried with the captured image data stored, and the sales representative 1501 logs in to the mobile terminal again after returning to the office and logging in to the mobile terminal. An access operation to the server device is performed. Further, the sales representative 1501 performs an operation of searching for a storage area in order to store the photographed image data obtained by photographing the customer's personal information in a predetermined storage area in the server device. Further, an operation for storing the photographed image data in the searched storage area is performed.

  For this reason, in the case of the data storage method shown in FIG. 15A, the operation by the sales staff 1501 on the server device is complicated. In the case of the data storage method shown in FIG. 15A, while the sales representative 1501 is moving until returning to the company, the mobile terminal of the sales representative 1501 stores photographed image data including customer personal information. Will remain. For this reason, when every mobile terminal or every storage medium is lost, there is a possibility that the customer's personal information may be leaked.

  On the other hand, in the case of the data storage method shown in FIG. 15B, the sales representative 1501 performs an access operation to the server device after logging in to the mobile terminal and performing a shooting operation on the go. In addition, the sales representative 1501 searches the storage area using the information about the customer as a key to store the captured image data obtained by photographing the personal information of the customer in a predetermined storage area in the server device. The operation for storing the captured image data is performed.

  In the case of the data storage method shown in FIG. 15B, if the sales representative 1501 performs an operation of deleting the captured image data in the mobile terminal after transmitting the captured image data to the server device, the sales representative 1501 During the movement until returning to the office, the mobile terminal does not store photographed image data including customer personal information. Therefore, even if each mobile terminal or each storage medium is lost, the customer's personal information does not leak out.

  However, in the case of the data storage method shown in FIG. 15B, the operation related to data storage in the server device by the sales representative 1501 is still complicated.

  On the other hand, in the case of the data storage method shown in FIG. 15C, the sales representative 1501 transmits the photographed image data to the server device 120 after logging in to the mobile terminal 110 and performing a photographing operation on the go. Just enter the instructions. That is, it is possible to simplify the operation when storing captured image data in the server device 120. In addition, since the captured image data in the mobile terminal 110 is deleted after the storage of the captured image data in the server device 120 is completed, for each mobile terminal or each storage medium during the movement until the sales representative 1501 returns to the office. Even if lost, the customer's personal information will not be leaked.

  According to the customer information management system 100, it is possible to simplify an operation by a sales representative for storing customer personal information separately for each customer. That is, according to the customer information management system 100, it is possible to provide a mechanism that supports an operation when storing personal information from the mobile terminal to the server device.

  Further, it is not necessary for the sales staff to carry photographed image data including customer personal information, and it is possible to avoid a situation in which customer personal information leaks.

[Second Embodiment]
In the first embodiment, one record in the schedule information is extracted and one customer ID is specified based on the shooting date / time information, shooting location information, and photographer information extracted from the shot image data. In contrast, in the second embodiment, a plurality of customer IDs are listed as customer candidates based on the shooting date / time information, shooting location information, and photographer information extracted from the shot image data, and presented to the sales staff. The sales representative selects one customer ID. In this way, by limiting the number of customer candidates from the customers managed by the server device based on the shooting date / time information, shooting location information, and photographer information, the sales representative can select the number of customer candidates. Thus, the customer ID can be specified without error. In addition, in listing a plurality of customer IDs as customer candidates based on the shooting date / time information, shooting location information, and photographer information extracted from the shot image data, in the second embodiment, a predetermined time range or a predetermined distance range is used. Get multiple records based on. Hereinafter, the second embodiment will be described.

  FIG. 16 is a diagram for explaining processing in which the schedule analysis unit 1002 acquires a plurality of records based on the shooting date / time information extracted from the shot image data. In the second embodiment, the schedule analysis unit 1002 acquires a record corresponding to a predetermined time range including the shooting date / time information in addition to the record including the shooting date / time information extracted from the shot image data.

  In FIG. 16, a record 1601 is a record including shooting date / time information extracted from the shot image data (for example, shooting date / time = December 16, 2013, 10:35). On the other hand, a time range 1610 indicates a predetermined time range including shooting date information.

  In the second embodiment, the schedule analysis unit 1002 acquires records included in the time range 1610. Specifically, records 1601 to 1603 are acquired.

  On the other hand, FIG. 17 is a diagram for explaining processing in which the schedule analysis unit 1002 acquires a plurality of records based on the shooting location information extracted from the shot image data. In the second embodiment, the schedule analysis unit 1002 includes a customer ID associated with the customer address information that matches the shooting location information extracted from the shot image data, and a customer included in a predetermined distance range from the shooting location. The customer ID associated with the address information is acquired.

  A distance range 1700 indicated by a dotted line in FIG. 17 indicates a predetermined distance range from the shooting location extracted from the shot image data. In the second embodiment, the schedule analysis unit 1002 extracts customer address information included in the distance range 1700 by searching the customer information management DB 123. Further, the schedule analysis unit 1002 extracts a customer ID associated with the extracted customer address information from the customer information management DB 123, and acquires a record in which the extracted customer ID is registered from the schedule information. Specifically, customer address information of customer names = “a”, “b”, “g” is extracted as customer address information included in the distance range 1700. Then, records 1601 and 1602 including the customer IDs registered in the schedule information among the customer IDs = “C001”, “C002”, and “C007” associated with the extracted customer address information are acquired.

  As described above, in the schedule analysis unit 1002 according to the second embodiment, a plurality of records included in a predetermined time range and distance range based on the shooting date / time information, shooting location information, and photographer information extracted from the shot image data. To get. Thereby, several customer ID can be mentioned as a customer candidate.

  Next, the flow of customer information management processing in the second embodiment will be described. 18 and 19 are flowcharts showing the flow of customer information management processing by the server device according to the second embodiment. Note that the same steps as those in the flowcharts of FIGS. 12 and 13 showing the flow of the customer information management process by the server device according to the first embodiment are denoted by the same reference numerals, and description thereof is omitted here.

  In step S1801, the schedule analysis unit 1002 acquires a record within a predetermined time range including the shooting date / time information extracted in step S1203 from the hourly records included in the schedule information searched in step S1204. .

  In step S1802, the schedule analysis unit 1002 searches the customer information management DB 123 for customer address information within a predetermined distance range including the shooting location information extracted in step S1203. Also, the schedule analysis unit 1002 acquires a record in which the customer ID associated with the searched customer address information is registered from the schedule information searched in step S1204.

  In step S1803, the schedule analysis unit 1002 determines whether the total number of records acquired in steps S1801 and S1802 is one. If it is determined in step S1803 that the total number of acquired records is one, the process proceeds to step S1206. In addition, since the process after step S1206 has been demonstrated using FIG.12 and FIG.13, description is abbreviate | omitted here.

  On the other hand, if it is determined in step S1803 that there are a plurality of acquired records, the process proceeds to step S1901 in FIG. In step S1901, the storage location information acquisition unit 1003 transmits a selection request that presents the sales representative with the date, customer name, and customer address corresponding to each of the plurality of records acquired in steps S1801 and S1802.

  In step S1902, the storage location information acquisition unit 1003 receives a response from the mobile terminal 110 to the selection request.

  In step S1903, the storage location information acquisition unit 1003 identifies the customer ID of the customer selected by the sales representative based on the response content from the mobile terminal 110 to the selection request. In addition, the storage location information acquisition unit 1003 searches the customer information management DB 123 based on the identified customer ID, and acquires a related information folder associated with the customer ID. Thereafter, the process returns to step S1210 in FIG.

  As described above, in the second embodiment, a plurality of customer IDs are listed as customer candidates and presented to the sales person in charge, thereby allowing the sales person to specify one customer ID. As a result, the customer ID can be specified without error, and the captured image data can be stored in an appropriate folder.

  Next, transition of various screens displayed on the user interface unit 209 when the customer information collection application program is executed will be described. FIG. 20 is a diagram illustrating screen transition when the customer information collection application program is executed.

  The screens 1400 to 1440 are the same as the screens 1400 to 1440 described with reference to FIG. A difference from FIG. 14 is a screen 2000.

  The screen 2000 is a selection screen that is displayed when a “Yes” button 1431 is pressed on the screen 1430 and a plurality of customer IDs are listed as customer candidates in the server device 120.

  As shown in the screen 2000, the selection screen presents shooting date / time information and shooting location information 2001 extracted from the shot image data. The selection screen includes the date and time of the plurality of records acquired by the schedule analysis unit 1002 and the customer names and customer addresses stored in the customer information management DB 123 in association with the customer IDs registered in the plurality of records. Presented as customer candidates 2002-2005.

  Further, the selection screen includes a selection field 2006, and the salesperson determines which customer's personal information the personal information included in the photographed image data is from among the customer candidates 2002 to 2005, A customer candidate corresponding to the determination result is selected.

  Further, the selection screen includes a “Send” button 2007, and when the sales staff presses the “Send” button 2007, the selected customer candidate is sent to the server device 120. Thereby, in the server apparatus 120, the customer ID corresponding to the photographed image data can be specified, and the photographed image data can be stored in the folder associated with the identified customer ID.

  As described above, according to the second embodiment, since the customer ID is specified based on the selection by the sales representative, the customer ID can be specified without error.

[Third Embodiment]
In the first and second embodiments, the mobile image 110 is used to acquire the captured image data by capturing the medium on which the customer's personal information is described. Is not limited to shooting. For example, the captured image data may be acquired by copying or scanning previously captured image data. Further, data acquired by the mobile terminal 110 is not limited to photographed image data, and may be data other than photographed image data such as text data, for example. In any case, the mobile terminal 110 adds the acquisition date and time, the acquisition location, and the acquirer when the mobile terminal 110 acquired the data to the data, and transmits the acquired data to the server device 120.

  In any of the embodiments described above, the customer personal information has been described as a processing target, but the type of information to be processed need not be limited thereto. In addition, when determining an area for storing information in the server device, a file name for storing information may also be determined.

In addition, in the disclosed technology, forms such as the following supplementary notes are conceivable.
(Appendix 1)
A data storage method by a computer, the computer comprising:
Based on the identifier of the terminal that is the transmission source of the received data or the identifier of the operator who operates the terminal, and the date and time when the terminal acquired the data, the data is received from the terminal. A data storage method characterized by executing processing for specifying one of the customers and storing the data in association with information indicating the specified customer.
(Appendix 2)
The data storage method according to claim 1, wherein the specifying process specifies a customer corresponding to the date and time indicated in the schedule of the operator stored in association with the identifier of the operator. .
(Appendix 3)
Furthermore, location information corresponding to the customer is stored, and the data includes location information,
The data according to appendix 2, wherein a confirmation screen is transmitted to the terminal when the customer cannot be uniquely identified as a result of comparing the location information included in the data and the location information corresponding to the customer. Memory method.
(Appendix 4)
When the customer cannot be uniquely specified, the customer corresponding to the date and time and the customer corresponding to the time before and after the date and time shown in the operator's schedule are specified, and the location information corresponding to the specified customer; If the customer is uniquely identified as a result of comparing the location information included in the data, the confirmation screen is transmitted to the terminal, including information indicating the uniquely identified customer. The data storage method according to Supplementary Note 3.
(Appendix 5)
As a result of a response from the terminal to the transmission of the confirmation screen to the terminal, when a customer cannot be identified uniquely, an acquisition screen requesting acquisition of customer information is transmitted to the terminal. 3. The data storage method according to 3 or appendix 4.
(Appendix 6)
When the customer cannot be uniquely specified, the customer corresponding to the date and time and the customer corresponding to the time before and after the date and time shown in the operator's schedule are specified, and the location information corresponding to the specified customer; The acquisition screen for requesting acquisition of customer information is transmitted to the terminal when the customer cannot be uniquely identified as a result of comparison with the position information included in the data. Data storage method.
(Appendix 7)
The specifying process specifies a customer corresponding to a predetermined time range including the date and time shown in the schedule of the operator stored in association with the identifier of the operator. The data storage method described in 1.
(Appendix 8)
The data storage method according to claim 1, wherein the specifying process specifies a customer corresponding to a predetermined distance range including position information included in the data.
(Appendix 9)
The data storage method according to appendix 7, wherein a selection screen for selecting one of a plurality of customers corresponding to the predetermined time range is transmitted to the terminal.
(Appendix 10)
9. The data storage method according to appendix 8, wherein a selection screen for selecting one of a plurality of customers corresponding to the predetermined distance range is transmitted to the terminal.
(Appendix 11)
The data storage method according to any one of Supplementary Note 9 and Supplementary Note 10, wherein a customer is specified based on a result of a response from the terminal to transmission of the selection screen to the terminal.
(Appendix 12)
Receiving means for receiving data from the terminal;
Based on the identifier of the terminal that is the transmission source of the received data or the identifier of the operator who operates the terminal, and the date and time when the terminal acquired the data, one customer is specified Specific means,
An information processing system comprising: control means for controlling to store the data in association with information indicating the identified customer.
(Appendix 13)
Based on the identifier of the terminal that is the transmission source of the received data or the identifier of the operator who operates the terminal, and the date and time when the terminal acquired the data, the data is received from the terminal. A process for specifying one of the customers is executed, and the data is stored in association with the information indicating the specified customer;
A program that causes a computer to execute processing.
(Appendix 14)
A data storage method in an information processing system having a terminal and an information processing device,
The terminal transmits the acquired data to the information processing device,
The information processing apparatus executes a process of identifying one customer among a plurality of customers based on an identifier of the terminal or an operator who operates the terminal, and a date and time when the terminal acquires the data. And storing the data in association with information indicating the identified customer.

  It should be noted that the present invention is not limited to the configuration shown here, such as a combination with other elements in the configuration described in the above embodiment. These points can be changed without departing from the spirit of the present invention, and can be appropriately determined according to the application form.

100: Customer information management system 110: Mobile terminal 111: Customer information collection unit 112: Identification information DB
120: Server device 121: Customer information management unit 122: Schedule information DB
123: Customer information management DB
124: Customer information DB
130: Network 801: Authentication unit 802: Shooting image processing unit 803: Communication control unit 804: User interface control unit 900: Shooting image data 1001: Shooting image analysis unit 1002: Schedule analysis unit 1003: Storage location information acquisition unit 1004: Storage Control unit 1450: Screen 1460: Screen 2000: Screen

Claims (4)

A data storage method by a computer, the computer comprising:
Receive data from the device,
The identifier of the operator among a plurality of customers based on the identifier of the terminal that is the transmission source of the received data or the identifier of the operator who operates the terminal and the date and time when the terminal acquired the data A process of specifying one customer corresponding to the date and time shown in the schedule corresponding to the operator stored in association with the operator ,
A data storage method for storing the data in association with information indicating the identified customer. Furthermore, location information corresponding to the customer is stored, and the data includes location information,
The position information included in the data, the result of comparing the position information corresponding to the customer identified, if it can not uniquely identify the customer, a confirmation screen to claim 1, characterized by transmitting to the terminal The data storage method as described. Receiving means for receiving data from the terminal;
The identifier of the operator among a plurality of customers based on the identifier of the terminal that is the transmission source of the received data or the identifier of the operator who operates the terminal and the date and time when the terminal acquired the data Specifying means for specifying one customer corresponding to the date and time shown in a schedule corresponding to the operator stored in association with the operator ;
An information processing system comprising: control means for controlling to store the data in association with information indicating the identified customer. Receive data from the device,
The identifier of the operator among a plurality of customers based on the identifier of the terminal that is the transmission source of the received data or the identifier of the operator who operates the terminal and the date and time when the terminal acquired the data A process of specifying one customer corresponding to the date and time shown in the schedule corresponding to the operator stored in association with the operator ,
Storing the data in association with information indicating the identified customer;
A program that causes a computer to execute processing.

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