JP6587576B2 - Information processing apparatus, information processing method, and information processing program - Google Patents

Description

  The present invention relates to an information processing apparatus, an information processing method, and an information processing program for supporting business activities in a company or the like.

  Conventionally, there has been a technology called SFA (Sales Force Automation) and the like that aims to improve the efficiency of the entire sales operations by supporting the sales activities of companies and the like. In such a technology, information related to sales activities for each customer that is the target of sales, such as customers who already have transactions and customers who are newly cultivated, is managed not only by the sales representative but also by the entire company. be able to. By using this technology, multiple sales representatives share the information (sales details, progress status, history, delivery schedule, etc.) with each sales representative belonging to the company. This can improve the efficiency of business.

  Conventionally, as related technology, for example, customer data for identifying a customer in data input to a groupware system by a sales person, such as appointment data representing a user's schedule and TODO data representing a user's work, By holding the product data that identifies the products to be sold or the services to be offered, and the opportunity data that represents the contents of the opportunity, the sales person using the groupware system can obtain all the data necessary for the analysis. (For example, refer to Patent Document 1 below).

JP2011-237894A

  However, in the conventional technology described above, each salesperson designates what information is to be displayed on the display screen, and when checking another information while displaying a certain display screen, the salesperson The same operation is performed separately to display another display screen. Here, the above-described conventional technique has a problem that the current situation cannot be understood when the display screen is switched.

  Specifically, the above-described conventional technology displays another display screen on the display screen that was previously displayed, and displays information in an independent display mode on each display screen. There was a problem that it took time to grasp the display contents of another display screen after switching, and the work efficiency was inferior.

  SUMMARY OF THE INVENTION An object of the present invention is to provide an information processing apparatus, an information processing method, and an information processing program capable of improving work efficiency in order to solve the above-described problems caused by the prior art.

  In order to solve the above-described problems and achieve the object, an information processing apparatus according to the present invention refers to a database that stores data classified for each item, and displays items to be displayed and data corresponding to the items. A data acquisition unit that acquires data corresponding to items included in a plurality of panels selected from a plurality of types of panels each having a specified format, and a data acquisition unit that is selected based on the data acquired by the data acquisition unit Panel display means for displaying a plurality of panels on the display screen, and one panel among the plurality of panels displayed on the display screen by the panel display means is designated among the plurality of panels. A related panel identification method for identifying a panel that includes an item related to an item included in the specified panel from the panels other than the specified panel. The panel display means highlights the designated panel on the display screen, and the display screen is displayed in a manner different from the designated panel by the panel specified by the related panel specifying means. It is characterized by highlighting in.

  The information processing apparatus according to the present invention is the information processing apparatus according to the above invention, wherein the related panel specifying unit is a panel other than the specified panel and the specified panel among the plurality of panels displayed on the display screen. A panel including an item related to an item included in the specified panel is further specified.

  In the information processing apparatus according to the present invention, in the above invention, the update receiving unit that receives an update of data displayed by the designated panel and the update receiving unit via the designated panel. Update means for updating the database based on the received data, and the panel display means updates the data by the update means among the plurality of panels displayed on the display screen by the panel display means. The panel including the updated items is updated based on the database updated by the updating means.

  The information processing apparatus according to the present invention is based on the query input unit that receives an input of a query and the query stored in the database based on the query that is input by the query input unit. An item specifying means for specifying the item specified by the item, and a display panel specifying means for specifying a panel including the item specified by the item specifying means, wherein the data acquisition means is specified by the display panel specifying means Data corresponding to the items included in the displayed panel is acquired.

  In the information processing apparatus according to the present invention as set forth in the invention described above, the panel display means causes the panel specified by the display panel specifying means to be arranged and displayed on the display screen according to a predetermined arrangement condition. It is characterized by that.

  Further, in the information processing method according to the present invention, an item to be displayed and a display format of data corresponding to the item are respectively defined with reference to a database storing data classified for each item to be executed by a computer. A data acquisition process for acquiring data corresponding to items included in a plurality of panels selected from a plurality of types of panels, and a plurality of panels selected based on the data acquired in the data acquisition process When a panel display process to be displayed on the screen and one panel among the plurality of panels displayed on the display screen in the panel display process is designated, a panel other than the designated panel among the plurality of panels is designated. A related panel specifying step for specifying a panel including an item related to an item included in the specified panel from among the above, In the panel display step, the specified panel is highlighted on the display screen, and the panel specified in the related panel specifying step is highlighted on the display screen in a mode different from the specified panel. It is characterized by making it.

  In addition, the information processing program according to the present invention refers to a database that stores data classified for each item in a computer, and includes a plurality of types in which items to be displayed and display formats of data corresponding to the items are respectively defined. The data corresponding to the items included in the plurality of panels selected from among the panels is acquired, and the selected plurality of panels are displayed on the display screen based on the acquired data, and displayed on the display screen. When one of the plurality of panels is designated, a panel including items related to the items included in the designated panel from among the plurality of panels other than the designated panel. The specified panel is highlighted on the display screen, and the specified panel is the specified panel. Thereby in a further aspect highlighted in the display screen, characterized in that to execute the process.

  According to the information processing apparatus, the information processing method, and the information processing program according to the present invention, it is possible to improve the efficiency of work.

It is explanatory drawing which shows the system configuration | structure of the business management system of embodiment concerning this invention. It is a block diagram which shows an example of the hardware constitutions of the computer apparatus which implement | achieves a business management apparatus. It is a block diagram which shows an example of the hardware constitutions of the computer apparatus which implement | achieves a client terminal device. It is a block diagram which shows an example of the hardware constitutions of the smart phone which implement | achieves a client terminal device. It is explanatory drawing which shows an example of the display content displayed on a display. It is explanatory drawing which shows an example of the business content database. It is explanatory drawing which shows an example of an attribute information management database. It is explanatory drawing which shows an example of a cooperation setting database. It is explanatory drawing which shows the interlocking relationship of a panel roughly. It is a block diagram which shows the functional structure of a business management apparatus. It is explanatory drawing which shows the concept of the interlocking display of a panel. It is explanatory drawing (the 1) which shows operation | movement of a business management system. It is explanatory drawing (the 2) which shows operation | movement of a business management system. It is explanatory drawing (the 3) which shows operation | movement of a business management system. It is explanatory drawing (the 4) which shows operation | movement of a business management system. It is explanatory drawing which shows the specific example of the interlocking display of a panel. It is a flowchart (the 1) which shows the process sequence of a client terminal device. It is a flowchart (the 2) which shows the process sequence of a client terminal device. It is a flowchart (the 3) which shows the process sequence of a client terminal device. It is a flowchart (the 1) which shows the process sequence of a business management apparatus. It is a flowchart (the 2) which shows the process sequence of a business management apparatus. It is a flowchart (the 3) which shows the process sequence of a business management apparatus.

  Exemplary embodiments of an information processing apparatus, an information processing method, and an information processing program according to the present invention will be explained below in detail with reference to the accompanying drawings.

(System configuration of business management system)
First, the system configuration of the business management system according to the embodiment of the present invention will be described. FIG. 1 is an explanatory diagram showing a system configuration of a business management system according to an embodiment of the present invention. In FIG. 1, a business management system 100 according to an embodiment of the present invention includes a business management device (information processing device) 110 and a client terminal device 120. The business management apparatus 110 and the client terminal apparatus 120 are connected to a network 101 such as the Internet.

  The business management device 110 can communicate with the client terminal device 120. The business management device 110 can be realized by a computer device such as a server computer (see FIG. 2A). The business management device 110 is managed by, for example, a company. Alternatively, the business management apparatus 110 is managed by, for example, a management company entrusted by a company. The business management apparatus 110 includes various databases such as a business content database (see FIG. 4A). The business content database will be described later.

  The client terminal device 120 can communicate with the business management device 110 and can be realized by a computer device such as a personal computer connected to the network 101 (see FIG. 2B). Alternatively, the client terminal device 120 may be realized by a terminal device having a communication function, such as a smartphone or a tablet terminal (see FIG. 2C).

(Example of hardware configuration of the business management apparatus 110)
Next, an example of the hardware configuration of the job management apparatus 110 will be described. FIG. 2A is a block diagram illustrating an example of a hardware configuration of a computer device that implements the business management device 110.

  In FIG. 2A, the computer device that implements the business management device 110 includes a CPU (Central Processing Unit) 211, a memory 212, and a network I / F (Interface) 213. The units 211 to 213 included in the computer device are connected by a bus 210. The CPU 211 controls the entire computer device.

  The memory 212 stores programs such as a boot program and data constituting various databases. The memory 212 stores the information processing program (business management program) according to the embodiment of the present invention. The memory 212 stores, for example, data constituting a business content database, an attribute information management database, a linkage setting database, and the like. The memory 212 is used as a work area for the CPU 211. The memory 212 can be realized by, for example, a ROM (Read-Only Memory), a RAM (Random Access Memory), a HDD (Hard Disc Drive), and an HD (Hard Disc).

  The network I / F 213 is connected to the network 101 and controls the interface between the inside of the computer device and the external device, and controls the input / output of data between the inside of the computer device and the external device such as the client terminal device 120. To do.

(Example of hardware configuration of client terminal device 120)
Next, an example of the hardware configuration of the client terminal device 120 will be described. FIG. 2B is a block diagram illustrating an example of a hardware configuration of a computer device that implements the client terminal device 120.

  In FIG. 2B, the computer device that implements the client terminal device 120 includes a CPU 221, a memory 222, a network I / F 223, a display 224, and an input device 225. The units 221 to 225 included in the computer device that implements the client terminal device 120 are connected to each other by a bus 220. A printer (not shown) may be connected to the computer device that implements the client terminal device 120.

  The CPU 221 controls the entire computer device. The CPU 221 controls the entire computer device that implements the client terminal device 120 using various programs and data stored in the memory 222. The memory 222 can be realized by a ROM, RAM, HDD, HD, and the like, similar to the memory 212 described above. The network I / F 223 manages the interface between the computer device that implements the client terminal device 120 and the business management device 110.

  The display 224 displays, for example, a business management screen described later. In this embodiment, the display 224 realizes a display screen according to the present invention. Specifically, the display 224 can be realized by, for example, a liquid crystal panel. The liquid crystal panel is configured by sandwiching a liquid crystal material (liquid crystal molecules) between a pair of glass substrates in which transparent electrodes are incorporated, and providing a polarizing filter on the glass substrate. The liquid crystal panel controls the state of light transmitted through the glass substrate by applying a voltage to the electrodes to change the direction of the liquid crystal molecules. Further, the liquid crystal panel includes a backlight as a light source. This makes it possible to illuminate an image displayed by liquid crystal molecules that do not emit light by themselves.

  The input device 225 includes keys for inputting characters, numerical values, various instructions, and the like, and transmits a signal corresponding to an input operation to the input device 225 to the CPU 221. The input device 225 can be realized by, for example, a touch panel or a keyboard. When the input device 225 is realized by a touch panel, the touch panel is stacked on the display surface side of the display 224.

  The touch panel detects the contact position on the touch panel of a writing member such as a finger or a pen by various known methods such as a resistive film method, a capacitance method, an electromagnetic induction method, and a surface acoustic wave method, and responds to the detected contact position. The transmitted electrical signal is transmitted to the CPU 221. When the electromagnetic induction method is adopted, a dedicated writing member called an electronic pen or the like is used.

(Example of hardware configuration of client terminal device 120)
Next, an example of the hardware configuration of the client terminal device 120 will be described. FIG. 2C is a block diagram illustrating an example of a hardware configuration of a smartphone that implements the client terminal device 120.

  In FIG. 2C, the smartphone includes a CPU 231, a memory 232, a network I / F 233, a display 234, an operation unit 235, a microphone 236, a speaker 237, and a camera 238. The components 231 to 238 included in the smartphone are connected to each other by a bus 230.

  The CPU 231 controls the entire smartphone. The CPU 231 controls the entire smartphone using various programs and data stored in the memory 232. The memory 232 can be realized by a ROM, a RAM, or the like. The network I / F 233 controls data input / output with an external device via the network 101. The network I / F 233 is connected to a telephone line network, and realizes a voice call with a communication terminal device such as another smartphone (or a portable phone or PHS) or a fixed phone.

  The display 234 displays, for example, various types of marks, icons, tool boxes, and the like that indicate the mode (manner mode, drive mode, etc.) being set in the smartphone and the reception state of radio waves. The display 234 can be realized mainly by, for example, a liquid crystal display or an organic EL (Electro-Luminescence) display.

  The operation unit 235 includes keys for inputting characters, numerical values, various instructions, and the like, and performs data input. The operation unit 235 can be realized by, for example, a touch panel or a keyboard. The operation unit 235 realized by a touch panel, a keyboard, or the like transmits a signal corresponding to an input operation on the operation unit 235 to the CPU 231. When the operation unit 235 is realized by a touch panel, the touch panel is stacked on the display surface side of the display 234. When the touch panel detects that a writing member such as a finger or a pen is in contact, the touch panel transmits an electrical signal corresponding to the contact position of the writing member with respect to the touch panel.

  The microphone 236 performs analog / digital conversion on the voice of the speaker input as analog data, and generates digital audio data. The speaker 237 performs digital / analog conversion on the digital audio data transmitted from the other party, and transmits audio by energizing a coil in the speaker cone based on the analog audio data. The camera 238 images an imaging target by operating the operation unit 235 and generates image data. The generated image data is stored in the memory 232 or the like.

(Example of display contents)
Next, an example of display contents displayed on the display 224 will be described. FIG. 3 is an explanatory diagram illustrating an example of display contents displayed on the display 224. The display 224 uses, for example, an information transmission function in a WWW (World Wide Web) system, and based on display data transmitted from the business management apparatus 110 according to HTTP (HyperText Transfer Protocol), the client terminal device 120. Various display contents can be displayed by a web browser installed in advance.

  As shown in FIG. 3, a plurality of plates 302 that are switched by tabs 301 can be displayed on the display 224. The tab 301 can be set for each business purpose according to the business purpose, for example. Specifically, the tab 301 can be set for each business purpose such as “item management”, “visit plan”, “business negotiation report”, “self-analysis”, “customer management”, and the like. Also, the tab 301 can be set for the purpose of managing the whole rather than a specific task, such as “Home”. FIG. 3 shows the plate 302 in which the “Matter Management” tab 301 is set.

  In the plurality of plates 302 that are switched by the selection of the tab 301, a plurality of panels 303 can be displayed for each plate 302. As a result, for example, each business purpose is executed for each plate 302 on which business purpose tabs 301 such as “case management”, “visit plan”, “business negotiation report”, “self-analysis”, and “customer management” are set. A plurality of useful panels 303 can be displayed.

  Each panel 303 shows data corresponding to the item for each item (field). The items to be displayed on each panel 303 and the display format of data corresponding to the items are defined in advance. The display format of the panel 303 can be set, for example, according to the business content. Specifically, the “schedule”, “sales status”, “ranking”, “sales record”, “sales graph by accuracy”, Set multiple types of panels 303 with different display formats such as “Item list”, “Process chart”, “Business partner information”, “Contact person information”, “Transaction history”, “Inventory item list”, etc. be able to. The display format of the panel 303 can be arbitrarily set by the user.

  The panel 303 is divided into a plurality of types such as a “table panel”, an “analysis graph panel”, an “application panel”, and a “Web service panel”. The “table system panel” displays items and data corresponding to the items by arranging them vertically and horizontally in a grid pattern. Specifically, for example, the panels 303 such as “ranking”, “item list”, “customer information”, “contact person information”, “transaction history”, and “inventory item list” are classified into table-type panels. The

  The “analysis graph panel” displays the relationship between an item and data corresponding to the item in the form of a graph that is a two-dimensional figure. The format of the graph can be appropriately set by the user. Specifically, for example, the panel 303 such as “sales status”, “sales record”, “sales graph by accuracy” is classified as an “analysis graph system panel”.

  The “application panel” refers to the database and displays the latest information necessary or useful for each scene in the execution of the business. Specifically, for example, the panels 303 such as “schedule” and “process chart” are classified as “application-related panels”. More specifically, the “process chart” panel 303 displays an order of processes (steps) until a series of tasks are achieved, confirmation items in each process, a time limit until each process is achieved, and the like. In addition, in the “process chart” panel 303, whether or not to confirm the confirmation items in each process is displayed in real time.

  The “Web service system panel” displays information that facilitates the use of various services provided via the Web. The “Web service system panel” may display, for example, a URL to a site that provides news about a specific company set in advance or a transaction price of a specific material.

  The type of the panel 303 displayed on each of the plurality of plates 302 switched by the tab 301 can be appropriately selected by the user according to the purpose of the business, for example. In each plate 302, a panel bar 304 in which icons 305 indicating the panels 303 that can be displayed on the plate 302 are arranged is displayed.

  Each icon 305 is associated with an application for displaying a panel 303 associated therewith. Each application is activated when the corresponding icon 305 is selected by an operation such as click or double click, and the corresponding panel 303 is displayed on the display 224.

  Of the icons 305 displayed on the panel bar 304, the icon 305 displaying the panel 303 is grayed out. Specifically, in FIG. 3, for example, the “sales status” and “ranking” icons 305 are grayed out. Thereby, the icon 305 displaying the panel 303 cannot be selected, and it is possible to avoid a plurality of the same panels 303 being displayed on the same screen.

  When a plurality of panels 303 are displayed on one plate 302, the panels 303 are arranged and displayed so as not to overlap each other. As a result, all the data can be confirmed, and it is possible to avoid the occurrence of data that is shielded and disappears due to the plurality of panels 303 being displayed in an overlapping manner in the plate 302. You can avoid problems caused by oversight.

  A search box (search frame, search window) 306 is displayed on the panel bar 304 of each plate 302. In the search box 306, keywords input by the user are displayed. When the client terminal device 120 receives an operation such as clicking on the search key 306a displayed in the search box 306 in a state where the keyword is input in the search box 306, the client terminal device 120 is specified based on the input keyword. The panel 303 is displayed on the plate 302.

  Specifically, when the client terminal device 120 accepts an operation such as clicking the search key 306a in a state where the keyword is input in the search box 306, the client terminal device 120 generates a query based on the keyword input in the search box 306, The generated query is transmitted to the job management apparatus 110. This query requests the job management apparatus 110 to select the panel 303 corresponding to the keyword input in the search box 306 and the data 413 (see FIG. 4A) required to display the selected panel 303. .

  Upon receiving the panel selection request, the business management apparatus 110 selects the corresponding panel 303 based on various data stored in the self apparatus, such as a business content database to be described later, and selects the selected panel 303 of the client terminal apparatus 120. Display data to be displayed on the display 224 is generated, and the generated display data is transmitted to the corresponding client terminal device 120.

  Based on the received display data, the client terminal device 120 arranges and displays a plurality of panels 303 selected by the business management device 110 in one plate 302. The client terminal device 120 optimally arranges the plurality of panels 303 selected in the business management apparatus 110 according to a predetermined arrangement condition and displays the panels in the plate 302.

  The predetermined arrangement condition for the optimum arrangement is determined based on, for example, the size and shape of each of the plurality of panels 303 selected by the business management apparatus 110. Specifically, In the arrangement state, the blank portion is reduced. More specifically, the predetermined arrangement condition for the optimum arrangement is, for example, that the plurality of panels 303 selected in the business management apparatus 110 are not blank in the upper portion of the plate 302 in each plate 302 (or This can be realized by an algorithm that determines the arrangement position of each panel 303 so as to be arranged so as to be reduced.

  Alternatively, the predetermined arrangement condition for the optimum arrangement determines the arrangement position of each panel 303 so that the panel 303 with higher access frequency is arranged on the upper side in the plate 302 based on the access frequency to each panel 303, for example. It can be realized by the algorithm. Further, in this case, the predetermined arrangement condition for the optimum arrangement is that each panel 303 is arranged such that the panel 303 arranged at the same height in the plate 302 is arranged on the left side as the panel 303 having a higher access frequency. It is also possible to use an algorithm for determining the arrangement position.

  Alternatively, the predetermined arrangement conditions for the optimum arrangement may be the same as the arrangement of the panels 303 set by a specific user such as a salesperson who conducts sales activities efficiently. An algorithm for determining the arrangement position may be used. In this case, the specific user may be designated by an administrator of the business management system 100 or the like. Based on a database (not shown) for managing the business results, the business results within the most recent predetermined period or The business management system 100 may appropriately set a user having a higher cumulative business performance. The specified or designated specific user functions as an argument in an algorithm for determining the arrangement position of each panel 303 as a predetermined arrangement condition for optimum arrangement.

  Alternatively, the predetermined arrangement condition for the optimum arrangement may be, for example, an algorithm for determining the arrangement position of each panel 303 so that the strongly related panels 303 are adjacent to each other or arranged at a distance close to each other. Good. In this case, specifically, the strength of the relevance can be set in advance by, for example, an administrator of the business management system 100. In this case, the strength of relevance may be set specifically according to the frequency displayed on the same plate 302, for example. More specifically, for example, the higher the frequency of display on the same plate 302, the higher the relationship between the panels 303 is set.

  By arranging and displaying the plurality of panels 303 selected in the business management apparatus 110 in one plate 302 in accordance with the predetermined arrangement conditions for the optimum arrangement as described above, the corresponding information is obtained in each plate 302. A plurality of panels 303 can be optimally arranged dynamically. That is, according to the business management system 100, even if the panel 303 is the same, for example, the display position of the panel 303 depends on the size of another panel 303 displayed in one plate 302 together with the panel 303. It is adjusted dynamically every 302. Further, according to the business management system 100, even if the panel 303 is the same, for example, the display position of the panel 303 according to the frequency of access to another panel 303 displayed in one plate 302 together with the panel 303. Are dynamically adjusted for each plate 302.

  The client terminal device 120 may display a search box 307 in addition to the search box 306. In this case, when an operation such as clicking the search key 307a displayed in the search box 307 is accepted in a state where the keyword is input in the search box 307, the business management apparatus 110 is based on the input keyword. A search is performed using various stored data or various panels 303 as a search target, and a plurality of corresponding panels 303 are specified. Then, the specified plurality of panels 303 are arranged and displayed in one plate 302.

(Example of business content database)
Next, an example of a business content database will be described. FIG. 4A is an explanatory diagram illustrating an example of a business content database. In FIG. 4A, the business content database 410 stores a plurality of instances (records) 411. Each instance 411 includes a plurality of data 413 set for each item 412.

  Each data 413 indicates specific contents corresponding to each item 412 unique to each instance 411. Each data 413 is set for each instance 411 and for each item 412. Each data 413 is input by a user, for example. The item 412 can be arbitrarily set by the user such as “situation”, “case name”, “customer name”, “product name”, “scheduled sales date”, and the like.

  The data 413 includes, for example, data 413 indicating “situation”, data 413 indicating “case name”, data 413 indicating “customer name”, data 413 indicating “product name”, and data 413 indicating “scheduled sales date”. Etc. In the example shown in FIG. 4A, the instance 411 including the data 413 indicating “customer name” “total express” is the data 413 indicating the current “status” of the transaction with “total express” or “total express”. Data 413 indicating “scheduled sales date” scheduled to sell the target product (service) in the transaction.

(Attribute information management database)
Next, an example of the attribute information management database will be described. FIG. 4B is an explanatory diagram illustrating an example of an attribute information management database. 4B, the attribute information management database 420 stores, for each panel 303, attribute information 421 indicating the attribute of the data 413 displayed by the panel 303 in association with each other. In the example of FIG. 4B, the concept of management of the attribute information 421 related to the panel 303 corresponding to the icon 305 to which the name “Matter Management” is set is shown in the stored contents of the attribute information management database 420.

  The attribute information 421 includes, for example, “name” set in the tab 301, “items” displayed on the panel 303, “creator” and “creation date” and “update date” on the panel 303, and “important” on the panel 303. The attribute of the data 413 for each item 412 included in the panel 303 is shown as “degree”. The attribute information 421 includes, for example, “type” of the panel 303, “relationship with other panel 303” indicating the relevance with the other panel 303, and whether the relationship with the other panel 303 is “main”. The attribute of the panel 303 itself is shown as “secondary” or the like. The attribute information 421 indicates an attribute such as a “link key” indicating data 413 linked to another panel 303.

  The business management apparatus 110 can identify the data 413 having the same attribute as the attribute indicated by the attribute information 421 based on the attribute information 421 by referring to the attribute information management database 420. Then, by referring to the business content database 410 based on the specified attribute, the instance 411 including the data 413 having the same attribute can be specified, and the panel 303 displayed based on the specified instance 411 is displayed. Can be identified.

  Further, the task management apparatus 110 can identify the interlock key indicated by the attribute information 421 by referring to the attribute information management database 420. The business management apparatus 110 can identify the data 413 including the identified interlocking key by referring to the business content database 410. Thus, the instance 411 including the specified data 413 can be specified, and the panel 303 displayed based on the specified instance 411 can be specified.

(Linked database)
Next, an example of the linkage setting database will be described. FIG. 4C is an explanatory diagram illustrating an example of a linkage setting database. In FIG. 4C, the linkage setting database 430 stores information regarding linkage relationships (linkage) between the panels 303. The interlocking relationship represents the display mode of another panel 303 in accordance with the change of the display mode of one panel 303 (linked). The interlocking relationship includes the panel 303 that is the interlocking source, the field that is interlocked in the panel 303 that is the interlocking source, the direction that is interlocked, the panel 303 that is the interlocking destination, and the field that is interlocked in the panel 303 that is the interlocking destination. And determined by

  Specifically, in the example illustrated in FIG. 4C, the “company name” field in panel A is linked to the “customer” field in panel B. In the example shown in FIG. 4C, it is shown that the “business partner” field in panel B is linked to the “company name” field in panel A.

  That is, in the example shown in FIG. 4C, the “company name” field in panel A and the “customer” field in panel B are linked to each other, and panel A is linked to panel 303 (hereinafter referred to as “link”). (Referred to as “parent panel” as appropriate) and panel B as linked panel 303 (hereinafter referred to as “child panel” as appropriate), and linked relationship as panel B as the parent panel and panel A as the child panel. This indicates that the two-way interlocking relationship is set.

  In the example shown in FIG. 4C, it is shown that the “company name” field in panel A is linked to the “company name” field in panel C. In the example shown in FIG. 4C, the “company name” field in panel A and the “company name” field in panel C are linked in one direction with panel A as the parent panel and panel C as the child panel. Indicates that the relationship is set.

(Linkage of panel 303)
FIG. 5 is an explanatory diagram schematically showing the interlocking relationship of the panel 303. FIG. 5 schematically shows the interlocking relationship of the panels 303 (panels A to D) having the interlocking relationship shown in FIG. 4C in a certain plate 302. As shown in FIG. 5, in a certain plate 302, the interlocking relationship between the panel A and the panel B is indicated by a bidirectional arrow (see (1) in FIG. 5). Further, the interlocking relationship between panel A and panel C in which only one-way interlocking relationship is set is indicated by a one-way arrow from panel A to panel C (see (2) in FIG. 5).

  Similarly, the interlocking relationship between panel B and panel C for which only one-way interlocking relationship is set is indicated by a one-way arrow from panel B to panel C (see (3) in FIG. 5). Further, the interlocking relationship between the panel B and the panel D in which only one-way interlocking relationship is set is indicated by a one-way arrow from the panel B to the panel D (see (4) in FIG. 5). FIG. 5 shows an example in which a one-way interlocking relationship from the panel D to the insubstantial panel E is set in the panel D (see (5) in FIG. 5).

  Similarly, the interlocking relationship between panel A and panel D in which only one-way interlocking relationship is set is indicated by a one-way arrow from panel D to panel A (see (6) in FIG. 5). Here, between panels A, B, and D, one-way interlocking from panel A to panel B, one-way interlocking from panel B to panel D, and one from panel D to panel A A direction interlocking relationship is set, and a loop of “panel A → panel B → panel D → panel A...” Is configured.

(Functional configuration of the business management apparatus 110)
Next, a functional configuration of the job management apparatus 110 will be described. FIG. 6 is a block diagram illustrating a functional configuration of the business management apparatus 110. In FIG. 6, each function of the business management apparatus 110 includes a storage unit 601, a panel selection unit 602, a data acquisition unit 603, a panel display unit 604, a panel designation unit 605, a related panel specification unit 606, and an update. This can be realized by the receiving unit 607, the updating unit 608, the query input unit 609, the item specifying unit 610, and the display panel specifying unit 611.

  The storage unit 601 includes various databases such as a business content management database 410 and an attribute information management database 420. The storage unit 601 is provided, for example, in the memory 212 provided in the computer device that implements the business management device 110. The business content management database 410 and the attribute information management database 420 are not limited to those stored in the memory 212 integrally provided in the computer device that implements the business management device 110, but are provided separately from the business management device 110. May be stored in a storage device. Further, the business content management database 410 and the attribute information management database 420 are not limited to being provided in a single storage device, and may be provided in separate storage devices, for example.

  The panel selection unit 602 receives selection of the panel 303 (panel 303 to be created) by the user. When using the business management system 100, the user operates the client terminal device 120 to create from the icons 305 corresponding to a plurality of types of preset panels 303 displayed on the panel bar 304. A panel 303 to be displayed is selected by clicking an icon 305 corresponding to the desired panel 303.

  When the panel 303 is selected by clicking the icon 305 or the like, the client terminal device 120 activates an application corresponding to the selected panel 303 and requests a panel display request for data 413 required to display the selected panel 303. Is transmitted to the business management apparatus 110. The panel selection unit 602 receives the selection of the panel 303 by receiving the panel display request transmitted from the client terminal device 120.

  The panel selection unit 602 can accept selection of a plurality of panels 303 in each plate 302 of the plurality of plates 302 switched by the tab 301. The function of the panel selection unit 602 can be realized by the CPU 211, the memory 212, the network I / F 213, and the like included in the computer device that implements the job management apparatus 110.

  The data acquisition unit 603 refers to the database and acquires data 413 corresponding to the item 412 included in the panel 303 that has been selected by the panel selection unit 602. Whenever the panel selection unit 602 receives a selection, the data acquisition unit 603 acquires data 413 corresponding to the item 412 included in the panel 303 that has received the selection. Thereby, the data acquisition unit 603 can acquire the data 413 corresponding to the item 412 included in the plurality of panels 303. The function of the data acquisition unit 603 can be realized by the CPU 211, the memory 212, and the like included in the computer device that implements the job management apparatus 110.

  The panel display unit 604 displays a plurality of selected panels 303 on the display screen based on the data 413 acquired by the data acquisition unit 603. The panel display unit 604 generates display data for displaying the panel 303 including the data 413 acquired by the data acquisition unit 603 on the display 224 of the client terminal device 120, and the generated display data is displayed by the panel selection unit 602. By transmitting to the client terminal device 120 that is the transmission source of the information related to the accepted icon 305 for selection, a plurality of selected panels 303 are displayed on the display 224 provided in the client terminal device 120.

  The panel display unit 604 displays the corresponding panel 303 on the display 224 of the corresponding client terminal device 120 based on the acquired data 413 every time the corresponding data 413 is acquired by the data acquisition unit 603. Data is generated and transmitted. Accordingly, the panel display unit 604 can display a plurality of panels 303 on the display screen. The function of the panel display unit 604 can be realized by the CPU 211, the memory 212, the network I / F 213, and the like included in the computer device that implements the job management apparatus 110.

  The panel designation unit 605 receives designation of one panel 303 from among the plurality of panels 303 displayed on the display screen by the panel display unit 604. When using the business management system 100, the user operates the client terminal device 120 to select a desired panel 303 from among the panels 303 displayed on each screen among the plurality of plates 302 switched by the tab 301. The panel 303 is designated by clicking the cursor with or the like.

  When the position of the cursor at the time when the click is performed is on the panel 303, the client terminal device 120 sets the panel 303 as the specified panel 303, the panel 303 is specified, and the specified A panel designation notification for notifying the panel 303 is transmitted to the job management apparatus 110. In the business management system 100, the designated panel 303 is hereinafter referred to as the parent panel, and is the interlocking source panel 303 that is the starting point of the interlocking relationship.

  The panel designation unit 605 receives the selection of the panel 303 by receiving the panel designation notification transmitted from the client terminal device 120. The function of the panel specifying unit 605 can be realized by the CPU 211, the memory 212, the network I / F 213, and the like included in the computer device that implements the job management apparatus 110.

  When panel designation unit 605 accepts designation of panel 303, panel display unit 604 highlights the designated panel 303, that is, the parent panel, on display 224. The panel display unit 604 includes the client terminal device 120 by transmitting display data for highlighting the parent panel to the client terminal device 120 that is the designation source of the panel 303 that has been designated by the panel designation unit 605. On the display 224, the parent panel is highlighted.

  For example, the panel display unit 604 transmits display data for displaying a predetermined mark on the panel header of the parent panel to the corresponding client terminal device 120, thereby displaying the parent panel on the display 224 provided in the client terminal device 120. Highlight it. Specifically, for example, a line with a display color different from the display color of the panel header is displayed at the upper end of the panel header of the parent panel, and part of the line (for example, the center portion) is thickened, The panel is highlighted on display 224.

  Or the panel display part 604 transmits the display data which makes the display color of the panel header of a parent panel different from the display color of the panel header of panels 303 other than the said parent panel to the corresponding client terminal device 120, for example. Accordingly, the parent panel may be highlighted on the display 224 included in the client terminal device 120. Alternatively, the panel display unit 604 transmits, for example, display data for making the outer peripheral frame of the parent panel thicker than the outer peripheral frame of the panel 303 other than the parent panel to the corresponding client terminal device 120. The parent panel may be highlighted on the display 224 provided in the client terminal device 120.

  When the panel specifying unit 605 receives the designation of one panel 303 by the panel specifying unit 605, the related panel specifying unit 606 among the panels 303 other than the parent panel among the plurality of panels 303 displayed on the display 224 by the panel display unit 604. The panel 303 including the item 412 related to the item 412 included in the parent panel (hereinafter referred to as “related panel” or “child panel” as appropriate) is specified. The function of the related panel specifying unit 606 can be realized by the CPU 211, the memory 212, and the like included in the computer device that implements the job management apparatus 110.

  Specifically, the related panel specifying unit 606 refers to the interlock setting database 430 and specifies a child panel based on the interlocking direction defined in the interlock setting database 430. More specifically, the related panel specifying unit 606 uses the panel 303 that has received the designation as the link source based on the link direction defined in the link setting database 430, and determines the link relationship with the link source panel 303. The panel 303 to be included (that is, the panel 303 to be linked) is specified as a child panel.

  The related panel specifying unit 606 includes an item 412 related to the item 412 included in the child panel from the panels 303 other than the parent panel and the child panel among the plurality of panels 303 displayed on the display screen. A panel (hereinafter referred to as “grandchild panel”) 303 may be further specified. The grandchild panel can be identified in the same manner as the child panel.

  The panel display unit 604 highlights the parent panel on the display screen, and highlights the panel 303 (child panel or grandchild panel) specified by the related panel specifying unit 606 on the display 224 in a manner different from the parent panel. . In this manner, by highlighting the parent panel, the child panel, and the grandchild panel on the display 224, the panel 303 having a relationship with the parent panel can be easily and reliably guided.

  The panel display unit 604 transmits, for example, display data for displaying a display color line different from the display color of the panel header to the corresponding client terminal device 120 at the upper end of the panel header of the child panel or grandchild panel. Thus, the child panel and grandchild panel are highlighted on the display 224 provided in the client terminal device 120. In this case, the thickness of the line displayed on the panel header of the child panel or grandchild panel may be smaller than the thickness of the line displaying the panel header of the parent panel.

  Alternatively, the panel display unit 604 corresponds to display data that makes the display color of the panel header of the child panel or grandchild panel different from the display color of the panel header of the panel 303 other than the parent panel, child panel, or grandchild panel, for example. The child panel or grandchild panel may be highlighted on the display 224 provided in the client terminal device 120 by transmitting to the client terminal device 120. Alternatively, the panel display unit 604 transmits, for example, display data for displaying the outer peripheral frame of the child panel or grandchild panel with a line thinner than the outer peripheral frame of the parent panel to the corresponding client terminal device 120. The child panel or grandchild panel may be highlighted on the display 224 provided in the client terminal device 120.

  When a plurality of interlocking relationships are set for each of the panels 303 displayed in the plate 302, the panel display unit 604 displays only one-way interlocking relationships starting from the parent panel. Specifically, for example, when an interlocking relationship that interlocks with each other is set between the parent panel and the child panel, the panel display unit 604 displays only the interlocking relationship from the parent panel to the child panel.

  Specifically, for example, when a panel 303 that is a child panel with respect to a parent panel is a child panel with respect to another child panel, that is, in a linked relationship that becomes a grandchild panel with respect to the parent panel, The panel display unit 604 displays only the interlocking relationship of the panel 303 serving as a child panel with respect to the parent panel. The concept of displaying only one-way interlocking relationships when a plurality of interlocking relationships are set for each panel 303 will be described later with reference to FIG.

  The update receiving unit 607 receives an update of the data 413 displayed by the parent panel via the parent panel. The function of the update accepting unit 607 can be realized by the CPU 211, the memory 212, the network I / F 213, and the like included in the computer device that implements the business management apparatus 110.

  When using the business management system 100, the user operates the client terminal device 120 to change, add, or delete the data 413 displayed on the parent panel. The client terminal device 120 stores information regarding the changed item 412, the changed data 413, the added item 412, the added data 413, or the deleted item 412. Send to. The update accepting unit 607 accepts an update of the data 413 displayed by the parent panel by receiving information on the item 412 and the data 413 transmitted from the client terminal device 120.

  The update unit 608 updates the database based on the data 413 received by the update receiving unit 607. Specifically, for example, the update unit 608 changes, adds, or deletes the data 413 associated with the database to the item 412 corresponding to the data 413 that is accepted to be changed, added, or deleted in the parent panel. To update the database. The function of the update unit 608 can be realized by the CPU 211, the memory 212, and the like included in the computer device that implements the job management apparatus 110.

  When the data 413 is updated by the update unit 608, the panel display unit 604 includes an item 412 in which the data 413 is updated by the update unit 608 among the plurality of panels 303 displayed on the display screen by the panel display unit 604. The panel 303 is updated based on the database updated by the updating unit 608. As a result, it is possible to update display contents of a plurality of panels 303 related to the parent panel in conjunction with the parent panel only by updating the data 413 of the parent panel.

  The query input unit 609 receives a query input. The query is realized by a character string describing a processing instruction for the business management apparatus. When using the business management system 100, the user operates the client terminal device 120 and inputs a keyword indicating the characteristics of the desired data 413 in the search box 306 displayed on the display screen.

  The client terminal device 120 creates a query based on the keyword input in the search box 306 and transmits the created query to the job management device 110. The query input unit 609 receives a query input by receiving a query transmitted from the client terminal device 120. The function of the query input unit 609 can be realized by the CPU 211, the memory 212, the network I / F 213, and the like included in the computer device that implements the business management apparatus 110.

  The item specifying unit 610 specifies the item 412 specified by the query among the items 412 stored in the database, based on the query received by the query input unit 609. Specifically, the item specifying unit 610 analyzes the query received by the query input unit 609 and extracts a character string (or a character string similar to the keyword) indicated by the keyword included in the query.

  When analyzing a query, for example, morphological analysis is performed. Then, referring to the database, the item 412 including the extracted character string is specified. The analysis of the query can be easily realized using a known technique, and the description is omitted. The function of the item specifying unit 610 can be realized by the CPU 211, the memory 212, and the like included in the computer device that implements the job management apparatus 110.

  The display panel specifying unit 611 specifies the panel 303 including the item 412 specified by the item specifying unit 610. When there are a plurality of panels 303 including the item 412 specified by the item specifying unit 610, the display panel specifying unit 611 specifies the plurality of panels 303. The function of the display panel specifying unit 611 can be realized by the CPU 211, the memory 212, and the like included in the computer device that implements the job management apparatus 110.

  When the panel 303 is specified by the display panel specifying unit 611, the data acquisition unit 603 acquires data 413 corresponding to the item 412 included in the panel 303 specified by the display panel specifying unit 611. Based on the data 413 acquired by the data acquisition unit 603, the panel display unit 604 generates display data for displaying the panel 303 including the data 413 on the display 224 of the client terminal device 120, and the generated display data Is transmitted to the client terminal device 120.

  Specifically, when the item 412 is specified by the item specifying unit 610, the display panel specifying unit 611 is specified by the display panel specifying unit 611 with reference to the business content database 410 stored in the storage unit 601. Data 413 corresponding to the item 412 included in the panel 303 is acquired. Display data for displaying the selected panel 303 on the display 224 of the client terminal device 120 is generated, and the generated display data is transmitted to the corresponding client terminal device 120.

  The display panel specifying unit 611 may select and specify the panel 303 so that the combination of the panels 303 is optimal. In this case, the display panel specifying unit 611 specifically specifies, for example, a predetermined number of panels 303 as an optimal combination of panels 303 in descending order of relevance to the item 412 specified by the item specifying unit 610. . Alternatively, in this case, the display panel specifying unit 611 may specify a predetermined number of panels 303 including the items 412 that are highly related to the items 412 specified by the item specifying unit 610 as the optimal combination of panels 303. .

  The client terminal device 120 that has received the display data receives the panel 303 based on the data 413 acquired by the data acquisition unit 603 based on the display data, that is, the panel including the item 412 specified by the item specifying unit 610. 303 is displayed on the display screen by the panel display unit 604. At this time, as described above, the client terminal device 120 displays the corresponding panel 303 in an optimal arrangement. Accordingly, a plurality of panels 303 including data 413 desired by the user can be displayed on the display 224 of the client terminal device 120 based on the input query.

(Linked display on panel 303)
Next, the concept of interlocking display on the panel 303 when a plurality of interlocking relationships are set for each panel 303 will be described. FIG. 7 is an explanatory diagram showing the concept of interlocking display on the panel 303. In FIG. 7, as an example of the interlocking display of the panel 303 when a plurality of interlocking relationships are set for one panel 303, under the interlocking relationship setting shown in FIG. 4C described above, The interlocking display of the panel 303 when the panel A is designated as the parent panel is schematically shown.

  As shown in FIG. 7, when panel A is designated as a parent panel, the linkage relationship between panel A and panel B is only a one-way linkage relationship where panel A is a parent panel and panel B is a child panel. Is considered valid. Thereby, panel B which is a child panel of panel A is highlighted as a child panel.

  The panel B is also set as a parent panel of the panel A (see (1) in FIG. 5), but is highlighted as a child panel while the panel A is designated as the parent panel. Thereby, the infinite loop by the bidirectional | two-way interlocking relationship of the panel A and the panel B can be suppressed. In addition, the same panel appears only once in the same linkage. As a result, when the grandchild panel having the interlocking relationship of “parent panel → child panel → grandchild panel” further has an interlocking relationship to the same parent panel ((1), (4), (6) in FIG. 5). ), An infinite loop due to the occurrence of a cyclic interlocking relationship such as “parent panel → child panel → grandchild panel → (same) parent panel” can be suppressed.

  Panel C, which is a child panel of panel A, is also a child panel when panel B is the parent panel, and is a grandchild panel for panel A. Thus, when panel A is designated as the parent panel, panel C, which is both a child panel and a grandchild panel, is highlighted as a child panel while panel A is designated as the parent panel.

(Operation of the business management system 100)
Next, the operation of the business management system 100 will be described. 8 to 11 are explanatory diagrams showing the operation of the business management system 100. FIG. 8 to 11 show examples of screens displayed on the display 224 of the client terminal device 120 by the operation of the business management system 100. FIG.

  FIG. 8 shows the plate 302 in which the “item management” tab 301 in the screen shown in FIG. 3 is set. In the client terminal device 120, when a predetermined operation for generating a new plate 302 is performed, the display 224 of the client terminal device 120 is based on information transmitted from the business management device 110 in response to the operation. Is displayed. In the new plate 302, no panel 303 is displayed at the time of generation, and only the blank plate 302 is displayed. As shown in FIG. 8, the plate 302 in which the “case management” tab 301 is set is generated by setting the name of “case management” in the tab 301 of the blank plate 302.

  When the user sets the panel 303 on the blank plate 302 (the plate 302 on which the “item management” tab 301 is set), the user operates the client terminal device 120 to set the “item management” tab 301. The panel 303 to be displayed is selected by clicking on the icon 305 corresponding to the target panel 303 from among the plurality of icons 305 displayed on the panel bar 304 of the plate 302 that has been displayed. When the client terminal device 120 accepts selection of the panel 303, the client terminal device 120 activates an application corresponding to the selected panel 303 to generate a panel display request, and transmits the generated panel display request to the business management device 110.

  Upon receiving the panel display request, the business management apparatus 110 refers to the business content management database 410 based on the panel display request, and obtains data 413 corresponding to the item 412 from the instance 411 including the corresponding item 412. get. Then, based on the acquired data 413, display data for displaying the panel 303 set in the icon 305 on the display 224 is transmitted to the corresponding client terminal device 120. The client terminal device 120 displays a new panel 303 on the display 224 based on the display data transmitted from the business management device 110.

  In the client terminal device 120, a new panel 303 has a predetermined position on the display 224 (see FIG. 9) regardless of whether a panel 303 other than the new panel 303 is already displayed on the display 224. For example, it is displayed on the center of the display 224.

  When the client terminal device 120 receives an operation (such as clicking) to select a new panel 303 displayed at a predetermined position on the display 224, the client terminal device 120 moves the new panel 303 to the optimal position in the plate 302. The optimum position in the plate 302 can be the uppermost position in the area (empty area) in which the new panel 303 can be displayed without overlapping the already displayed panel 303. Specifically, for example, as shown in FIG. 9, when the panel 303 displayed earlier is not present in the plate 302, the new panel 303 is the uppermost left side in the screen as shown in FIG. 10. Display at the position.

  On the other hand, when a panel 303 other than the new panel 303 is already displayed on the display 224, the new panel 303 is displayed so as to overlap the panel 303 already displayed on the display 224 as shown in FIG. . As a result, the user can reliably recognize the new panel 303.

  In addition, as shown in FIG. 11, when a panel 303 other than the new panel 303 is already displayed on the display 224, the uppermost part of the blank area in the plate 302 where the panel 303 is not displayed. If the area (indicated by the dotted line) is larger than the new panel 303, the new panel 303 is displayed in the area. In this case, the client terminal device 120 must be smaller in the plate 302 than the new panel 303 in the uppermost area (the area indicated by the dotted line in FIG. 11) in the blank area where the panel 303 is not displayed. For example, a new panel 303 is displayed at the uppermost position in the plate 302 in a blank area where the panel 303 is not displayed. That is, in the plate 302, when the position in the up-down direction is the same, it arrange | positions so that it may close to the left side.

  The user selects a new panel 303 by operating the corresponding icon 305 corresponding to the panel 303 desired to be displayed on each plate 302. As a result, the number of panels 303 desired by the user can be displayed on each plate 302.

  When creating a new panel 303 in which the icon 305 is not set, the user operates the “total setting screen”, “table construction screen”, or “new panel” icon 305 in the panel bar 304. For example, when the icon 305 of the “total setting screen” is operated, a new “analysis graph panel” can be created. For example, when the icon 305 of the “table construction screen” is operated, a new “table panel” can be created.

  As shown in FIGS. 8 to 11, a search box 306 is displayed on the plate 302. As described above, when using the business management system 100, the user operates the client terminal device 120 to input a keyword related to the desired data 413 in the search box 306 and operates the “search” key 306 a (click or the like). ) When the client terminal device 120 receives an input of a keyword in the search box 306, the client terminal device 120 creates a query based on the keyword and transmits the created query to the job management device 110.

  Upon receiving the query, the business management apparatus 110 refers to the business content management database 410 and the attribute information management database 420 based on the query and identifies the corresponding item 412 and data 413. Then, the panel 303 to be displayed on the display 224 is specified based on the specified data 413, and display data for displaying the specified panel 303 on the display 224 is transmitted to the corresponding client terminal device 120.

  The client terminal device 120 causes the display 224 to display the panel 303 corresponding to the query based on the display data transmitted from the business management device 110. Thereby, the user can display the panel 303 including the desired data 413 in the plate 302 only by inputting a keyword.

(Specific example of interlock display on panel 303)
Next, a specific example of interlocking display on the panel 303 will be described. FIG. 12 is an explanatory diagram showing a specific example of interlocking display on the panel 303. When each plate 302 is designated by clicking one panel 303 among a plurality of displayed panels 303, the designated panel 303 is set as a parent panel. In the following description, reference numeral 1210 is assigned to the parent panel. The parent panel 1210 is highlighted as shown in FIG.

  FIG. 12 shows a state where the “case list” panel 303 is set in the parent panel 1210. In FIG. 12, a display color line 1212a and a rectangular mark 1212b having a display color different from the display color of the panel header 1211 are displayed at the upper end of the panel header 1211 of the “case list” panel 303 which is the parent panel 1210. Is realized.

  In the business management system 100, as described above, when the client terminal device 120 receives the designation of the parent panel 1210, the client terminal device 120 transmits a panel designation notification for notifying the designated parent panel 1210 to the business management device 110. Upon receiving the panel designation notification transmitted from the client terminal device 120, the business management apparatus 110 refers to the linkage setting database 430, and a panel having a linkage relationship with the designated parent panel 1210 based on the panel designation notification. 303 is specified. Specifically, the above-described panel 303 such as the child panel or grandchild panel is a panel having an interlocking relationship with the parent panel 1210.

  Thereafter, the task management apparatus 110 transmits display data for highlighting the panel having the specified interlocking relationship to the corresponding client terminal apparatus 120. When the client terminal apparatus 120 receives the corresponding display data, as shown in FIG. 12, the panel 1220 having the interlocking relationship with the parent panel 1210 such as a child panel or grandchild panel is different from the parent panel 1210. And highlight it.

  In FIG. 12, the “contact history / schedule” panel 303, the “transaction history” panel 303, and the “process chart” panel 303 are set as a panel 1220 having a link relationship with the parent panel 1210. Show. In FIG. 12, the highlighted display is realized by displaying a line 1221a of a display color different from the display color of the panel header 1211 at the upper end of the panel header 1221 of the panel 1220 having the interlocking relationship with the parent panel 1210. .

  When the user designates a panel 303 other than the parent panel 1210 in a state where the parent panel 1210 is set, the newly designated panel 303 is set as a new parent panel 1210, and the new parent panel 1210 is set. Panel 1210 is highlighted. Further, when a new parent panel 1210 is set, a child panel or grandchild panel related to the new parent panel 1210 is specified as a panel 1220 having an interlocking relationship with the parent panel 1210 in the same manner as described above. The highlighted panel 1220 is highlighted.

  In addition, among the data 413 and the item 412 included in the parent panel 1210 and the panel 303 related to the parent panel 1210, the interlocking elements such as the data 413 and the item 412 that are interlocked with each other are highlighted in each panel 303. Specifically, the interlocking element is highlighted, for example, by being highlighted. Accordingly, the panel 303 having the interlocking relationship can be guided in an easy-to-understand manner, and the interlocking elements in the panel 303 can be guided in an easy-to-understand manner.

  Data 413 and items 412 linked to each other constitute the same instance 411 in the business content database 410. In the parent panel 1210, when the data 413 constituting a certain instance 411 is designated (selected), the display among the data 413 constituting the same instance 411 in the business content database 410 together with the designated (selected) data 413 is displayed. Data 413 displayed in 224 is an interlocking element, and the interlocking element is highlighted on the corresponding panel 303.

  In the business management system 100, when the client terminal device 120 accepts designation of a certain element on the parent panel 1210, the client terminal device 120 notifies the business management device 110 of the designated element. When receiving the notification of the designated element from the client terminal device 120, the business management apparatus 110 refers to the business content database 410, and based on the notification, the data 413 constituting the same instance 411 as the designated element. Among them, the data 413 (that is, the interlocking element) displayed on the display 224 is specified.

  Thereafter, the task management apparatus 110 transmits display data for highlighting the identified interlocking element on the corresponding panel 303 to the corresponding client terminal apparatus 120. Upon receiving the corresponding display data, the client terminal device 120 highlights the interlocking elements on the corresponding panel 303 as shown in FIG.

(Processing procedure of client terminal device 120)
Next, a processing procedure of the client terminal device 120 will be described. 13A to 13C are flowcharts illustrating the processing procedure of the client terminal device 120. In the flowchart of FIG. 13A, first, it waits until it accepts selection of the icon 305 in the panel bar 304 (step S1311: No). In step S1311, when selection of the icon 305 is accepted (step S1311: Yes), a panel display request is generated (step S1312).

  Next, the panel display request generated in step S1312 is transmitted to the business management apparatus 110 (step S1313). And it waits until it receives the data for a display according to the panel display request transmitted in step S1313 transmitted from the work management apparatus 110 (step S1314: No).

  If the corresponding display data is received in step S1314 (step S1314: Yes), the corresponding panel 303 is displayed on the display 224 based on the display data (step S1315), and the series of processes is terminated. . In step S1314, if the corresponding display data is not received before the predetermined time has elapsed since the panel display request was transmitted in step S1313, it is determined that an error such as a communication failure has occurred, and the display 224 Processing may be interrupted after displaying an error message.

  In the flowchart of FIG. 13B, first, it waits until the operation of the search key 306a is accepted (step S1321: No). In step S1321, when the operation of the search key 306a is received (step S1321: Yes), a query is generated based on the keyword input in the search box 306 at the time when the operation is received (step S1322).

  Next, the query generated in step S1322 is transmitted to the business management apparatus 110 (step S1323). And it waits until it receives the data for a display according to the query transmitted in step S1323 transmitted from the work management apparatus 110 (step S1324: No).

  In step S1324, when the corresponding display data is received (step S1324: Yes), the corresponding panel 303 is displayed on the display 224 based on the display data (step S1325), and the series of processing ends. . In step S1324, if the corresponding display data is not received before the predetermined time has passed since the panel display request was transmitted in step S1323, it is determined that an error such as a communication failure has occurred, and the display 224 Processing may be interrupted after displaying an error message.

  In the flowchart of FIG. 13C, first, it waits until it receives designation of one panel 303 from the panels 303 displayed on the plate 302 (step S1331: No). When the designation of the panel 303 is accepted in step S1331 (step S1331: YES), the panel 303 that has accepted the designation is set as the parent panel 1210, the parent panel 1210 is highlighted (step S1332), and the parent A panel designation notification for notifying the panel 1210 as the designated panel 303 is generated (step S1333).

  Next, the panel designation notification generated in step S1333 is transmitted to the job management apparatus 110 (step S1334). And it waits until it receives the data for a display according to the panel designation | designated notification transmitted in step S1334 transmitted from the work management apparatus 110 (step S1335: No).

  When the corresponding display data is received in step S1335 (step S1335: Yes), the panel 303 (related panel) and the interlocking element corresponding to the child panel are highlighted based on the display data (step S1336). ), A series of processing ends. In step S1335, if the corresponding display data is not received before the predetermined time elapses after the panel designation notification is transmitted in step S1334, it is determined that an error such as a communication failure has occurred, and the business management apparatus A panel designation notification may be transmitted to 110 again.

(Processing procedure of the business management apparatus 110)
Next, a processing procedure of the job management apparatus 110 will be described. 14A to 14C are flowcharts showing the processing procedure of the task management apparatus 110. In the flowchart of FIG. 14A, first, it waits until it receives the panel display request transmitted from the client terminal device 120 in step S1313 in FIG.

  In step S1411, when a panel display request is received (step S1411: Yes), data 413 corresponding to the item 412 included in the panel 303 specified by the icon related to the panel display request is acquired (step S1412). Based on the data 413 acquired in step S1412, display data for displaying the corresponding panel 303 on the display 224 of the client terminal device 120 is generated (step S1413).

  Thereafter, the display data generated in step S1413 is transmitted to the client terminal device 120 that has transmitted the panel display request received in step S1411: Yes (step S1414), and the series of processing ends. Accordingly, as described above, the corresponding panel 303 is displayed on the display 224 in the client terminal device 120 that has received the display data transmitted in step S1414.

  In the flowchart of FIG. 14B, first, it waits until it receives the query transmitted from the client terminal device 120 in step S1323 in FIG. 13B (step S1421: No). If a query is received in step S1421 (step S1421: Yes), the query is analyzed (step S1422), and the corresponding data 413 and item 412 are specified based on the query (step S1423). Then, based on the specified data 413 and the item 412, the panel 303 corresponding to the received query is specified (step S1424).

  Next, display data for displaying the panel 303 corresponding to the query on the display 224 is generated based on the data 413 and the item 412 specified in step S1423 and the panel 303 specified in step S1424 (step S1425). ). Thereafter, the display data generated in step S1425 is transmitted to the client terminal device 120 that is the transmission source of the query received in step S1421: Yes (step S1426), and the series of processes is terminated. Accordingly, as described above, the corresponding panel 303 is displayed on the display 224 in the client terminal device 120 that has received the display data transmitted in step S1426.

  The flowchart of FIG. 14C shows a processing procedure of the interactivity reference processing performed by the business management apparatus 110. In the flowchart of FIG. 14C, first, the process waits until the panel designation notification transmitted from the client terminal device 120 in step S1334 in FIG. 13C is received (step S1431: No).

  In step S1431, when the panel designation notification is received (step S1431: Yes), the panel 303 related to the panel 303 (parent panel 1210) identified by the panel designation notification is identified (step S1432). Then, based on the panel 303 specified in step S1432, the linked setting database 430 is referred to, and the overlapping linked relationship is excluded with respect to the panel 303 in which a plurality of linked relationships are set (step S1433).

  In step S <b> 1433, as described in FIG. 7, out of the two-way interlocking relationships, the interlocking relationship from the child panel to the parent panel 1210 is excluded (invalid), or the parent panel 1210 is also a child panel. The relationship of the grandchild panel in the panel 303 that is also the grandchild panel is excluded (invalid). In addition, the linking relationship from the grandchild panel to the parent panel is also excluded.

  Further, the interlocking elements in the elements (data 413 and item 412) of the related panel 303 specified in step S1432 are specified (step S1434). In step S <b> 1434, among the data 413 and the item 412 included in the parent panel 1210 and the panel 303 related to the parent panel 1210, the interlocking elements such as the data 413 and the item 412 that are interlocked with each other are specified.

  Then, display data is generated based on the related panel 303 specified in step S1432 and the interlocking element specified in step S1434 (step S1435). Thereafter, the display data generated in step S1435 is transmitted to the client terminal device 120 that is the transmission source of the panel designation notification received in step S1431: Yes (step S1436), and the series of processing ends. .

  Accordingly, the client terminal device 120 performs the process shown in step S1336 of FIG. 13C described above, and the related panel 303 (child panel or grandchild panel) together with the parent panel 1210 based on the display data transmitted in step S1436. Can be highlighted. Also, the client terminal device 120 can highlight the interlocking elements in the parent panel 1210 and the related panel 303.

  In step S1436, the interlocking elements in the parent panel 1210 and the related panel 303 (child panel or grandchild panel) or the parent panel 1210 and the related panel 303 are emphasized by blinking the panel header of the highlighted panel 303. You may make it display. The mode of highlighting can be specified based on display data generated in step S1435 and transmitted in step S1436, for example.

  As described above, by using the business management system 100, the data 413 whose attributes are managed by the attribute information management database 420 can be stored and managed in the business content database 410 separately for each item 412. As a result, information useful for sales activities can be collected in the business management apparatus 110, and there is no need to search for information useful for sales activities.

  Further, by collecting information useful for business activities in the business management apparatus 110 using the business management system 100, for example, when a schedule is changed, information on the changed schedule and the schedule The information related to can be switched in conjunction with. As a result, a user such as a sales representative can always quickly obtain information he / she wants to check from the latest information.

  Further, by using the business management system 100, the panel 303 including the data 413 that the user wants to check can be displayed based on the keyword simply by inputting the keyword related to the information to be checked. As a result, a user such as a sales person can always display the panel 303 based on the latest information without having to search for the user himself / herself only by inputting a keyword related to information to be examined.

  In sales operations with a long period of time (sales span) from the first access to the customer to the conclusion of the contract and the provision of products and services, a single sales representative can manage all information. It was complicated. In addition, when a sales representative is changed in the middle of a long sales span, there is a possibility that all the past history is not transmitted to the succeeding sales representative.

  On the other hand, by using the business management system 100, information useful for sales activities such as the contents of negotiations and results previously conducted by a business other than itself is collected in the business management device 110, so that Negotiation history and project progress (process) can be centrally managed regardless of the person in charge of sales.

  In sales activities such as “Route Sales”, a sales plan is prepared in advance so that many customers (customers) can be managed. While looking at the differences, I am correcting and amending my work and plans. By using the business management system 100, each sales person can manage daily business daily reports, so that future sales plans can be corrected and corrected based on accurate information entered in daily business operations. Can be done.

  Further, by using the business management system 100, for example, a sales person who creates a sales plan for route sales and conducts sales activities efficiently in a company that conducts daily sales activities according to the created sales plan. Compare daily reports with sales representatives who have room for improvement in business efficiency. As a result, each sales representative makes a sales plan while referring to the daily report of the sales representative who conducts the sales activities efficiently. The sales person can be instructed to review the sales plan.

  In addition, by using the business management system 100, it is possible to conduct integrated sales activities throughout the entire company, rather than relying solely on the individual abilities of sales representatives, so that new business opportunities can be found. I can expect.

  As described above, the business management apparatus 110 that implements the information processing apparatus according to the embodiment of the present invention refers to the business content database 410 and the plurality of panels 303 displayed on the display 224 of the client terminal device 120. If one of the panels 303 is designated, the designated panel 303 (parent panel 1210) among the plurality of panels 303 is highlighted, and the parent panel 1210 among the panels 303 other than the parent panel 1210 is highlighted. The panel 303 related to the above is highlighted in a manner different from that of the parent panel 1210.

  According to the information processing apparatus of the embodiment of the present invention, it is possible to easily and reliably guide the presence / absence of the relationship with the designated panel 303 among the plurality of panels 303 displayed on the display 224. Thus, the user can easily find information related to the specified panel 303 displayed by the panel 303 other than the specified panel 303 and the specified panel 303 by specifying the panel 303 of interest. The efficiency of work performed using the data 413 can be improved.

  In addition, the business management apparatus 110 according to the embodiment of the present invention includes a specified panel 303 (parent panel 1210) and a panel 303 (child child) related to the parent panel 1210 among the plurality of panels 303 displayed on the display 224. The panel 303 (grandchild panel) including the item 412 related to the item 412 included in the related panel 303 is further specified from the panels 303 other than the panel).

  According to the business management apparatus 110 of the embodiment of the present invention, the panel 303 that is directly or indirectly related to the parent panel 1210 among the plurality of panels 303 displayed on the display 224 can be highlighted. Thereby, the user can grasp | ascertain all the panels 303 relevant to the designated panel 303 among the several panels 303 displayed on the display screen by selecting the panel 303 which is interested. As a result, the user can easily find information related to the designated panel 303, and the efficiency of work performed using the data 413 can be improved.

  Further, the business management apparatus 110 according to the embodiment of the present invention receives the update of the data 413 displayed on the parent panel 1210 via the designated panel 303 (parent panel 1210) and updates the business management database 410. To do. Of the plurality of panels 303 displayed on the display 224, the panel 303 including the item 412 in which the data 413 is updated in the business management database 410 is updated based on the business management database 410. It is said.

  According to the business management apparatus 110 of the embodiment of the present invention, only the data 413 of the parent panel 1210 among the plurality of panels 303 displayed on the display 224 is updated, Display contents of a plurality of panels 303 related to the panel 1210 can be updated. This allows the user to display consistent data 413 between the panels 303 displayed on the display 224 without burdening the user with the troublesome task of updating the data 413 of each panel 303. Therefore, the efficiency of work performed using the data 413 can be improved.

  Further, the business management apparatus 110 according to the embodiment of the present invention receives an input of a query, specifies a panel 303 to be displayed on the plate 302 based on the received query, and displays the specified panel 303 on the display 224. It is characterized in that it is displayed on the screen.

  According to the business management apparatus 110 of the embodiment of the present invention, a plurality of panels 303 corresponding to the query and related to the parent panel 1210 can be displayed on the display 224 based on the query. This eliminates the burden of allowing the user to individually search and select the panel 303 for displaying the data 413 used by the user, and improves the efficiency of the job performed using the data 413. Can do.

  In addition, the business management apparatus 110 according to the embodiment of the present invention is characterized in that the specified panel 303 is arranged and displayed on the plate 302 in accordance with a predetermined arrangement condition for optimum arrangement.

  According to the business management apparatus 110 of the embodiment of the present invention, the specified panel 303 is displayed in the plate 302 by arranging and displaying the specified panel 303 according to an optimal arrangement that is easy for the user to visually recognize and understand. It is possible to quickly and surely understand the contents of each panel 303. As a result, it is possible to reduce the burden for the user to understand the information displayed in the plate 302, and to improve the efficiency of work performed using the data 413 displayed on each panel 303.

  The information processing method described in this embodiment can be realized by executing a program prepared in advance on a computer such as a personal computer or a workstation. This program is recorded on a computer-readable recording medium such as a hard disk, a flexible disk, a CD-ROM, an MO, and a DVD, and is executed by being read from the recording medium by the computer. The program may be a transmission medium that can be distributed via a network such as the Internet.

  As described above, the information processing apparatus, the information processing method, and the information processing program according to the present invention are useful for the information processing apparatus, the information processing method, and the information processing program that support business activities in companies and the like. It is suitable for an information processing apparatus, an information processing method, and an information processing program that support various sales activities.

DESCRIPTION OF SYMBOLS 100 Business management system 110 Business management apparatus 120 Client terminal device 302 Plate 303 Panel 304 Panel bar 305 Icon 410 Business content database 420 Attribute information management database 430 Linkage setting database 601 Storage unit 602 Panel selection unit 603 Data acquisition unit 604 Panel display unit 605 Panel specifying unit 606 Related panel specifying unit 607 Update receiving unit 608 Update unit 609 Query input unit 610 Item specifying unit 611 Display panel specifying unit

Claims (6)

Referring to a database that stores data classified for each item, the items to be displayed and the display format of the data corresponding to the item are included in a plurality of panels selected from a plurality of types of panels. Data acquisition means for acquiring data corresponding to the item;
Panel display means for displaying a plurality of selected panels on a display screen based on the data acquired by the data acquisition means;
When one panel among a plurality of panels displayed on the display screen by the panel display means is designated, a panel other than the designated panel among the plurality of panels is designated as the designated panel. A related panel specifying means for specifying a panel including an item related to the included item;
With
The panel display means highlights the designated panel on the display screen, highlights the panel specified by the related panel specifying means on the display screen in a mode different from the designated panel ,
The related panel specifying means relates to an item included in the specified panel from among the plurality of panels displayed on the display screen, the panel other than the specified panel and the specified panel. the information processing apparatus according to claim that you further identify the panel that contains the item. Update accepting means for accepting an update of data displayed by the designated panel via the designated panel;
Updating means for updating the database based on data received by the update receiving means;
With
The panel display means updates a panel including an item whose data has been updated by the update means among a plurality of panels displayed on the display screen by the panel display means based on the database updated by the update means. The information processing apparatus according to claim 1, wherein: Query input means for receiving query input;
Based on the query received by the query input means, item specifying means for specifying an item specified by the query among items stored in the database;
Display panel specifying means for specifying a panel including the item specified by the item specifying means;
With
It said data acquisition means, the information processing apparatus according to claim 1 or 2, characterized in that to obtain the data corresponding to the items included in the specified panel by the display panel specified unit. The information processing apparatus according to claim 3 , wherein the panel display unit displays the panels specified by the display panel specifying unit in an arrangement according to a predetermined arrangement condition on the display screen. Let the computer run,
Referring to a database that stores data classified for each item, the items to be displayed and the display format of the data corresponding to the item are included in a plurality of panels selected from a plurality of types of panels. A data acquisition process for acquiring data corresponding to the item;
A panel display step for displaying a plurality of selected panels on a display screen based on the data acquired in the data acquisition step;
When one panel among a plurality of panels displayed on the display screen is designated in the panel display step, the designated panel is selected from among the plurality of panels other than the designated panel. A related panel specifying step for specifying a panel including an item related to the included item;
Including
In the panel display step, the specified panel is highlighted on the display screen, and the panel specified in the related panel specifying step is highlighted on the display screen in a mode different from the specified panel ,
In the related panel specifying step, the plurality of panels displayed on the display screen are related to items included in the specified panel out of the specified panel and the panel other than the specified panel. an information processing method characterized that you further identify the panel that contains the item. On the computer,
Referring to a database that stores data classified for each item, the items to be displayed and the display format of the data corresponding to the item are included in a plurality of panels selected from a plurality of types of panels. Get the data corresponding to the item,
Based on the acquired data, the selected panels are displayed on the display screen,
When one panel among a plurality of panels displayed on the display screen is designated, an item included in the designated panel is selected from among the plurality of panels other than the designated panel. Identify the panel that contains the relevant item,
The specified panel is highlighted on the display screen, and the specified panel is highlighted on the display screen in a manner different from the specified panel ,
Among the plurality of panels displayed on the display screen, a panel including an item related to an item included in the specified panel is further specified from the specified panel and the panel other than the specified panel. you,
An information processing program for executing a process.

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