JP6819464B2 - Information display device, information display system and program - Google Patents

Description

The present invention relates to an information display device, an information display system and a program.

Conventionally, customer information (for example, name, date of birth, address, telephone number, etc.) used for marketing and sales activities at financial institutions is basically managed only as "latest data". Therefore, every time a financial institution receives an application for information change from a customer, it confirms the reliability of the application, discards the "old data", and overwrites it with the applied "new data". As a result, "latest data" has been managed as customer information (master customer information). Then, by browsing the customer information managed in this way, the sales staff of financial institutions and the marketing planners are formulating strategies for approaching customers. For example, by always referring to customer information managed by "latest data", sales staff can take various approaches to customers (telephone, e-mail delivery, direct mail delivery, etc.) associated with marketing and sales activities. It can be carried out.

For example, Patent Document 1 below discloses a method of collecting and accumulating customer information for use in marketing and the like. Further, the following Patent Documents 2 to 3 disclose a method of presenting the information amount and progress rate of the collected information to the user. Further, Patent Document 4 below discloses a method of performing evaluation in consideration of the difference in coverage rate.

Japanese Unexamined Patent Publication No. 2003-108739 JP-A-2010-146345 Japanese Unexamined Patent Publication No. 6-332911 International Publication No. 2010/150371

By the way, as a result of various approaches to a customer by a sales person or the like, it may be possible to collect a plurality of attribute information about the customer. In other words, different attribute information may be collected by different channels. However, since financial institutions are required to strictly manage customer information (master customer information) requested by the above-mentioned customers, the attribute information collected by various channels is referred to as master customer information. It is often managed separately. That is, the master customer information and the attribute information collected by various channels are often not centrally managed. Therefore, it is difficult for the sales person or the like to grasp the difference between the attribute information included in the master customer information and the attribute information collected by various channels.

Further, for example, by adding the attribute information collected by various channels to the master customer information, it is conceivable that more attribute information about the customer can be grasped. However, in the conventional management of customer information, since it is not centrally managed, how much the collection status of attribute information is improved by adding the attribute information obtained as described above to the master customer information. It was not easy for the sales staff to grasp the above. Therefore, in the conventional management of customer information, it is not easy for a sales person or the like to determine what kind of attribute information should be newly collected for a predetermined customer.

Therefore, the present invention has been made in view of the above circumstances, and an object of the present invention is a new and improved information display device capable of easily grasping the collection status of customer information. The purpose is to provide an information display system and a program.

In order to solve the above problem, according to a certain viewpoint of the present invention, a first method in which customer identification information specified by a user is acquired and one or a plurality of types of attribute information associated with the identification information are acquired. The coverage rate is calculated from the customer information of the above and the second customer information consisting of one or more types of attribute information associated with the identification information acquired after the first customer information. The attribute information corresponding to the target type is acquired, and based on the number of acquired information of the attribute information, the type for which the coverage rate is calculated for each of the first and second customer information. The coverage rate calculated for each, one or more of the attribute information acquired from the first customer information, and one or more of the attribute information acquired from the second customer information. A display unit for displaying the difference information extracted by comparison is provided, and the display unit includes a first customer information display area, a difference information display area, and a second customer information display area. The first customer information display area is provided according to the order of arrangement, and the first customer information display area is divided into the name of the type and the type for each type of the attribute information acquired from the first customer information. The corresponding coverage rate is displayed, and the total coverage rate of the first customer information is displayed, and the second customer information display area is one or more acquired from the second customer information. For each type of the attribute information, the name of the type and the coverage rate corresponding to the type are displayed, and the total of the coverage rate of the second customer information is displayed, and the difference information display area is An information display device is provided that displays the difference information so as to compare the first customer information and the second customer information for each type.

The coverage rate may be the ratio of the acquired number of information for each type to the predetermined maximum number of information for each type.

The coverage rate is obtained by calculating the ratio of the acquired number of information for each type to the predetermined maximum number of information for each type, and multiplying the predetermined basic ratio for each type by the calculated ratio. It may be a value obtained by

The display unit displays two predetermined figures corresponding to the first and second customer information, and the two predetermined figures are equally divided by the number of types for which the coverage rate is calculated. The partition corresponding to the acquired type of the attribute information and the partition corresponding to the type of the attribute information not acquired are different in color, lightness, or different from each other. It may be displayed by a pattern.

Further, in order to solve the above problems, according to another viewpoint of the present invention, an identification information acquisition unit that acquires identification information of a customer designated by a user, and one or a plurality of identification information associated with the identification information. The first customer information consisting of the attribute information of the type and the second customer information consisting of one or more types of attribute information associated with the identification information acquired after the first customer information. Based on the customer information acquisition unit that acquires the attribute information corresponding to the type for which the coverage rate is to be calculated, and the number of information of the attribute information acquired from the first and second customer information, respectively. A calculation unit that calculates the coverage rate for each of the first and second customer information and for each type for which the coverage rate is to be calculated, and one or a plurality of the calculation units obtained from the first customer information. An information output device having the attribute information and the difference information extracted by comparing the attribute information with one or a plurality of the attribute information acquired from the second customer information, and the coverage rate and the difference information. An information display system including an information display device having a display unit for displaying the above, the display unit includes a first customer information display area, a difference information display area, and a second customer information display area. However, the first customer information display area is provided according to the order, and the name of the type and the name of the type are used for each type of the attribute information acquired from the first customer information. The coverage rate corresponding to the type is displayed, and the total of the coverage rates of the first customer information is displayed, and the second customer information display area is 1 obtained from the second customer information. For each of the one or a plurality of types of the attribute information, the name of the type and the coverage rate corresponding to the type are displayed, and the total of the coverage rates of the second customer information is displayed, and the difference information is displayed. The display area is provided with an information display system that displays the difference information so as to compare the first customer information and the second customer information for each type.

The calculation unit calculates the ratio of the number of information for each type acquired by the customer information acquisition unit to the predetermined maximum number of information for each type, and sets the ratio to the predetermined basic ratio for each type. , The coverage rate may be calculated by multiplying the calculated ratio.

The information output device may further have a weighting unit that weights the basic ratio based on the attribute information of the customer or the user.

Further, in order to solve the above-mentioned problems, according to still another viewpoint of the present invention, one or a plurality of customer identification information designated by the user is acquired by the computer and linked to the identification information. The first customer information consisting of the attribute information of the type and the second customer information consisting of one or more types of attribute information associated with the identification information acquired after the first customer information. From, the attribute information corresponding to the type for which the coverage rate is to be calculated is acquired, and based on the number of acquired information of the attribute information, each of the first and second customer information and the above The coverage rate calculated for each type for which the coverage rate is to be calculated, one or more of the attribute information acquired from the first customer information, and one acquired from the second customer information. Alternatively, it is a program that realizes a function of displaying the difference information extracted by comparing the plurality of attribute information, and in the display, the first customer information display area, the difference information display area, and the difference information display area. The second customer information display area is displayed according to the order, and the first customer information display area is used for each type of one or a plurality of the attribute information acquired from the first customer information. The name of the type and the coverage rate corresponding to the type are displayed, and the total of the coverage rates of the first customer information is displayed. The second customer information display area is the second customer. For each type of the attribute information acquired from the information, the name of the type and the coverage rate corresponding to the type are displayed, and the total of the coverage rates of the second customer information is displayed. Display and
The difference information display area is provided with a program that displays the difference information so as to compare the first customer information and the second customer information for each type.

As described above, according to the present invention, the collection status of customer information can be easily grasped.

It is a figure for demonstrating the outline of the information display system 100 which concerns on 1st Embodiment of this invention. It is a figure which shows an example of the structure of the database 300 which concerns on 1st Embodiment. It is a figure which shows an example of the information stored in the master customer information table 302 which concerns on 1st Embodiment. It is a figure which shows an example of the information stored in the new customer information table 304 which concerns on 1st Embodiment. It is a figure which shows an example of the information stored in the definition table 306 which concerns on 1st Embodiment. It is a block diagram which shows an example of the structure of the server 200 which concerns on 1st Embodiment. It is a flowchart (the 1) which shows the information display process which concerns on 1st Embodiment. It is a flowchart (the 2) which shows the information display process which concerns on 1st Embodiment. It is a figure which shows an example of the information stored in the master customer information coverage rate calculation result table 312 which concerns on 1st Embodiment. It is a figure which shows an example of the information stored in the new customer information coverage rate calculation result table 314 which concerns on 1st Embodiment. It is a figure which shows an example of the information stored in the difference table 316 which concerns on 1st Embodiment. It is a figure (the 1) which shows an example of the display screen which concerns on 1st Embodiment. It is a flowchart (the 3) which shows the information display process which concerns on 1st Embodiment. It is a flowchart (the 4th) which shows the information display process which concerns on 1st Embodiment. It is a figure (the 2) which shows an example of the display screen which concerns on 1st Embodiment. It is a figure which shows an example of the display screen which concerns on modification 1 of 1st Embodiment. It is a figure which shows an example of the display screen which concerns on the modification 2 of the 1st Embodiment. It is a figure (the 1) which shows an example of the display screen which concerns on the modification 3 of the 1st Embodiment. It is a figure (the 2) which shows an example of the display screen which concerns on the modification 3 of the 1st Embodiment. It is a figure which shows an example of the display screen which concerns on the modification 4 of the 1st Embodiment. It is a figure which shows an example of the display screen which concerns on the modification 5 of the 1st Embodiment. It is a figure which shows an example of the information stored in the master customer information coverage rate calculation result table 312 which concerns on the modification 6 of the 1st Embodiment. It is a figure which shows an example of the information stored in the new customer information coverage rate calculation result table 314 which concerns on the modification 6 of the 1st Embodiment. It is a figure (the 1) which shows an example of the display screen which concerns on the modification 6 of the 1st Embodiment. It is a figure (the 2) which shows an example of the display screen which concerns on the modification 6 of the 1st Embodiment. It is a block diagram which shows an example of the structure of the server 200a which concerns on 2nd Embodiment. It is a figure which shows an example of the information stored in the customer use situation table 320 which concerns on 2nd Embodiment. It is a figure for demonstrating the information display process which concerns on 2nd Embodiment. It is a flowchart which shows the information display process which concerns on 2nd Embodiment. It is a figure which shows the hardware configuration example of the server 200 which concerns on 1st and 2nd Embodiment.

Preferred embodiments of the present invention will be described in detail below with reference to the accompanying drawings. In the present specification and the drawings, components having substantially the same functional configuration are designated by the same reference numerals, so that duplicate description will be omitted.

Further, in the present specification and the drawings, a plurality of components having substantially the same or similar functional configurations may be distinguished by adding different numbers after the same reference numerals. However, if it is not necessary to distinguish each of the plurality of components having substantially the same or similar functional configurations, only the same reference numerals are given. In addition, similar components of different embodiments may be distinguished by adding different alphabets after the same reference numerals. However, if it is not necessary to distinguish each of the similar components, only the same reference numerals are given.

Further, in the following description, a case where it is applied to a system for use by a sales person, a marketing planner, etc. at a financial institution or the like will be described. The embodiments described below are not limited to being used in financial institutions and the like as described above, and can also be used, for example, in stores that handle high-priced products such as real estate and precious metals. In particular, it can be used in the commercial field where customer information is strictly managed and the customer is repeatedly approached by various means or the like.

<< Background to the embodiment of the present invention >>
First, prior to the description of the embodiment of the present invention, the background of the present inventors leading to the embodiment of the present invention will be described.

First, in a situation where a customer actually has a plurality of attribute information as a certain type of attribute information (for example, attribute information such as an email address or a telephone number), a financial institution or the like has already collected the above-mentioned plurality of attribute information. In spite of this, consider the case where the customer applies for a new information change by "new data" containing only one attribute information related to the above type. In this case, in the conventional customer information management method described above, the financial institution or the like discards the "old data" containing a plurality of attribute information, and newly applied for "new data" containing only one attribute information. Will be managed as customer information (master customer information). That is, in the conventional management of customer information, the attribute information that has already been collected and is valid has been discarded. In this way, in the conventional management of customer information, the master customer information is always replaced with "new data". Therefore, even if the customer information is provided once, the attribute information that has not been collected yet is used. If so, the sales person or the like may request the customer to provide the attribute information again, which may cause inconvenience to the customer. Furthermore, in order to approach customers strategically, it is meaningful to obtain more useful attribute information. However, in the conventional management of customer information, since the master customer information is always replaced with "new data", in some cases, valid attribute information is discarded, and a strategic approach is taken. It is presumed that it is an obstacle to.

In addition, as a result of various approaches to a customer by a sales person or the like, it may be possible to collect a plurality of attribute information related to the customer. In other words, different attribute information may be collected by different channels. However, since financial institutions are required to strictly manage the customer information (master customer information) requested by the above-mentioned customers, the attribute information collected by various channels is referred to as the master customer information. It is often managed separately. That is, the master customer information and the attribute information collected by various channels are often not centrally managed. Therefore, it is difficult for the sales person or the like to grasp the difference between the attribute information included in the master customer information and the attribute information collected by various channels. Further, since the number of attribute information to be managed as customer information is enormous, it is not easy for a sales person or the like to grasp the above difference even if it is centrally managed.

By the way, by adding the attribute information collected by various channels to the master customer information, it becomes possible to grasp more attribute information. However, in the conventional management of customer information, the collection status such as how much various attribute information can be collected due to the fact that it is not centrally managed, and the attribute information obtained as described above. It was difficult for the sales staff to grasp how much the collection status would be improved by adding the above to the master customer information. Therefore, in the conventional management of customer information, the sales person or the like may determine what kind of attribute information should be newly collected for a customer who has little attribute information collected or a predetermined customer. It's not easy. That is, financial institutions and the like have not been able to efficiently collect attribute information required for taking a strategic approach.

Therefore, in view of the above situation, the inventor of the present invention has created an embodiment of the present invention in order to support the efficient collection of attribute information required for taking a strategic approach. That is, the present inventor has created an embodiment of the present invention capable of easily grasping the collection status of customer information. Hereinafter, such embodiments of the present invention will be sequentially described.

<< First Embodiment >>
<Overview of information display system>
First, an outline of the information display system according to the first embodiment of the present invention will be described with reference to FIG. FIG. 1 is a diagram for explaining an outline of the information display system 100 according to the present embodiment. The information display system 100 is a system that manages customer information associated with each customer. As shown in FIG. 1, the information display system 100 is configured as, for example, a client-server type system. Further, the information display system 100 is realized by a Web type, an application type, or the like. In the case of the application type, the information display system 100 can be used, for example, by installing the application 202 in the server 200 or the terminal 400. On the other hand, in the case of the Web type, the information display system 100 can be used by connecting to the Web service of the server from the Web browser of the terminal 400. In the following description, a sales person or the like of a financial institution or the like who uses the information display system 100 is referred to as a user.

As shown in FIG. 1, the information display system 100 includes a storage unit 150 for storing customer information and the like, a server (information output device) 200 for managing customer information, and a terminal (information display) used for viewing customer information. The device) 400 and a communication network 500 that connects them to each other are mainly included. The outline of each device of the information display system 100 will be described below.

(Memory unit 150)
The storage unit 150 stores the customer information database 300. The details of the database 300 will be described later. Further, the storage unit 150 may store various data and programs for the server 200, which will be described later, to execute the process.

(Server 200)
The server 200 manages customer information, searches for customer information, and outputs customer information in response to a request from the terminal 400. Specifically, the server 200 associates with each customer (specifically, identification information that identifies the customer), and various attribute information (name) stored in the database 300 (see FIG. 2) in the storage unit 150. , Date of birth, address, family structure, account information, transaction information, owned assets, etc.) are managed as customer information. The server 200 acquires these attribute information in response to a request from the terminal 400, and outputs the acquired attribute information to the terminal 400. In FIG. 1, the server 200 is equipped with an application 202 for viewing various customer information.

(Terminal 400)
The terminal 400 functions as a terminal for viewing customer information via the above-mentioned application 202. More specifically, the terminal 400 is face-to-face with a personal computer (PC) for bank employees of financial institutions and the like to perform work, sales personnel who have telephone conversations with customers, and customers who visit stores. It is realized by a PC used by a sales person who conducts business negotiations, a tablet terminal used by a sales person who visits a customer's house or a workplace, and a mobile terminal such as a smartphone. Further, although only one terminal 400 is shown in FIG. 1, in the present embodiment, a plurality of terminals 400 may be provided.

As shown in FIG. 1, the terminal 400 mainly has a display unit 402 and an operation unit 404. Specifically, the terminal 400 receives an operation on the operation unit 404 by the user, connects to the server 200 via the communication network 500 according to the received operation, operates the application 202 in the server 200, and operates the server 200. Customer information is acquired from the storage unit 150 via the storage unit 150. Further, the terminal 400 causes the display unit 402 to display the acquired customer information as a customer information inquiry screen, a customer list screen, or the like. Although the storage unit 150, the server 200, and the terminal 400 are shown as separate devices in FIG. 1, in the present embodiment, two or three of these may be configured as an integrated device. , Not particularly limited. Further, the processing performed by the server 200 may be performed by the terminal 400.

(Communication network 500)
The communication network 500 is a network used for transmitting and receiving information within a financial institution. The communication network 500 can be wired or wireless, and can be, for example, a public network such as a telephone line or a satellite communication network, or various LANs (Local Area Networks) including the Internet, a dedicated line, and Ethernet (registered trademark). It is composed of an arbitrary communication network such as WAN (Wide Area Network). Further, the dedicated line may be configured by IP-VPN (Internet Protocol-Virtual Private Network) or the like. In addition, some security means (for example, Security Sockets Layer (SSL), etc.) may be applied to the dedicated line.

<Detailed configuration of database 300>
Next, the details of the database 300 stored in the storage unit 150 will be described. FIG. 2 is a diagram showing an example of the configuration of the database 300 according to the present embodiment. As shown in FIG. 2, the database 300 is stored in the storage unit 150. The information stored in the database 300 will be described below. As shown in FIG. 2, the database 300 includes a master customer information table (first customer information) 302, a new customer information table (second customer information) 304, a definition table 306, and a master customer information coverage rate calculation result table 312. , The new customer information coverage rate calculation result table 314 and the difference table 316 are stored. Each table in the database 300 will be described below.

(Master customer information table 302)
The master customer information table 302 is obtained from a master server (not shown) that strictly stores master customer information managed by a financial institution or the like, periodically or as needed, from the communication network 500 or another communication network (not shown). It is the master customer information acquired through. That is, it can be said that the master customer information stored in the master customer information table 302 is a copy of the master customer information managed by the master server. The master customer information is attribute information about a customer declared by a formal application procedure from a customer, and the attribute information is updated by a formal update procedure. Further, as explained above, the master customer information is the information obtained by the latest update procedure from the customer and is overwritten by the information. Therefore, the attribute information applied by the past update procedure is deleted. Has been done. The attribute information deleted in this way may be stored in the new customer information table 304, which will be described later.

The information stored in the master customer information table 302 will be specifically described with reference to FIG. FIG. 3 is a diagram showing an example of information stored in the master customer information table 302 according to the present embodiment. As shown in FIG. 3, the name, gender, address, telephone number, mobile phone number, etc. are associated with the identification information for identifying each customer (for example, "ID: OT001" shown in the upper part of FIG. 3). Attribute information such as an e-mail address, a place of employment, and a Web ID (for example, an ID for identifying a customer when a financial institution or the like provides a service to a customer via the Web) is stored for each type. Further, when a plurality of attribute information is stored like an e-mail address, it is stored so as to increase the number of data columns (for example, the first e-mail address is the data in the first column). Stored in 1 and the second email address is stored in data 2 in the second column). In addition to the attribute information shown in FIG. 3, the master customer information table 302 may store attribute information such as the customer's date of birth, family structure, account information, transaction information, and application date. Further, in the following description, the "type" means the type of attribute information such as name, gender, address, and telephone number. Further, in the following description, it is assumed that there are eight types, but the types are not limited to such a number, and in reality, there are about 100 types.

(New customer information table 304)
The information stored in the new customer information table 304 will be specifically described with reference to FIG. FIG. 4 is a diagram showing an example of information stored in the new customer information table 304 according to the present embodiment. As shown in FIG. 4, in the new customer information table 304, attribute information collected through various channels (Web campaign, ATM, call center, telephone sales, etc.) and held for each channel is linked to the above identification information. It is the information generated by taking in the information centrally. For example, the attribute information registered when the customer uses the Web service and the attribute information acquired when the customer is telephoned or directly engaged in business correspond to this. In addition, although it is described here that the attribute information collected by various channels is taken in centrally, it may be taken in separately for each channel. In this case, the new customer information table 304 exists as many as the number of channels. Become.

As shown in FIG. 4, the new customer information table 304, like the master customer information table 302, is associated with the identification information for identifying each customer, and is associated with the name, gender, address, telephone number, mobile phone number, and so on. Attribute information such as e-mail address, work place, and Web ID is stored for each type. In addition to the attribute information shown in FIG. 4, the new customer information table 304 may store attribute information such as the customer's date of birth, family structure, account information, transaction information, and information acquisition date. Further, the new customer information table 304 may include information such as findings of a sales person or the like such as "there are many absences by telephone and it is difficult to approach" and "the end of the fiscal year is busy". By referring to such findings, the sales person or the like can effectively approach the customer. It should be noted that these attribute information is taken into the new customer information table 304 from various servers (not shown) managed for each channel periodically or every time the attribute information is newly added or updated.

In the present embodiment, the master customer information table 302 and the new customer information table 304 do not have to be related to the master customer information and the customer information collected by various channels. For example, the master customer information table 302 and the new customer information table 304 may have a relationship between new information acquired at different timings (timing) and old information. Alternatively, the master customer information table 302 and the new customer information table 304 may be information acquired by channels (methods) different from each other.

(Definition table 306)
The information stored in the definition table 306 will be specifically described with reference to FIG. FIG. 5 is a diagram showing an example of information stored in the definition table 306 according to the present embodiment. The definition table 306 stores information referred to by the customer information acquisition unit 214 and the calculation unit 216 of the server 200, which will be described later.

Specifically, as shown in FIG. 5, the definition table 306 stores the type (A-1) of the attribute information to be calculated for the “coverage rate” described later as the data in the first column. The details of the "coverage rate" will be described later. The customer information acquisition unit 214 refers to the type of the definition table 306 and acquires the attribute information of the corresponding type from the master customer information table 302 and the new customer information table 304. The type defined in the definition table 306 may be fixed, or may be changed according to the attribute information of the user who uses the information display system 100, the attribute information of the customer, and the like.

Further, in the definition table 306, the basic ratio (A-2) is stored as the data in the second column for each type. The basic ratio is the frequency of information change of the corresponding type of attribute information (for example, the frequency of information change is low for a name, while the frequency of information change is high for a telephone number), and the maximum number of information described later. , The ratio defined according to the usefulness of attribute information in financial institutions, etc. For example, the higher the frequency of information changes, the larger the maximum number of information, or the more useful the type, the higher the basic ratio is defined. Further, each basic ratio is set so that the sum of the basic ratios of all the types defined in the definition table 306 is 100%. Therefore, it can be said that the basic ratio is a weighted ratio assigned to each type. The calculation unit 216 calculates the "coverage rate" with reference to this basic ratio. The basic ratio defined in the definition table 306 may be fixed, or may be changed according to the attribute information of the user who uses the information display system 100, the attribute information of the customer, and the like. For example, if the customer's age is 15 years or younger (customer attribute information), it is extremely unlikely that the customer has a profession, so the basic ratio for "workplace" should be 0. Can be done. Further, machine learning may be performed while using the information display system 100 to analyze the frequency of information changes for each type, and the basic ratio may be changed according to the analysis result.

Further, in the definition table 306, the maximum number of information (A-3) for each type is stored as the data in the third column. The maximum number of information defines the maximum number of pieces of attribute information that a financial institution or the like wants to acquire. For example, for attribute information that may exist for one customer, such as a telephone number, a numerical value of 2 or more is defined as the maximum number of information. The calculation unit 216 calculates the "coverage rate" with reference to this maximum number of information. The maximum number of information defined in the definition table 306 may be fixed, or may be changed according to the attribute information of the user who uses the information display system 100, the attribute information of the customer, and the like.

Since the master customer information table 302 and the new customer information table 304 described above are personal information of the customer, they are temporarily taken into the database 300 and automatically when their use is finished. It is preferable to be erased. By doing so, it is possible to avoid leakage of customer information. Further, in FIG. 2, the database 300 also includes a master customer information coverage rate calculation result table 312, a new customer information coverage rate calculation result table 314, and a difference table 316, but these tables are included in the present embodiment. The method of the information display processing will be described. The master customer information coverage rate calculation result table 312, the new customer information coverage rate calculation result table 314, and the difference table 316 maintain only the table information, and the internal information is generated and discarded each time. is there.

<Detailed configuration of server 200>
Next, the details of the server 200 according to the present embodiment will be described with reference to FIG. FIG. 6 is a block diagram showing an example of the configuration of the server 200 according to the present embodiment. As shown in FIG. 6, the server 200 mainly has a control unit 210 and a communication unit 230. Each functional part of the server 200 will be described below.

(Control unit 210)
The control unit 210 has a function of controlling each functional unit of the server 200 by using hardware such as a CPU (Central Processing Unit), a ROM (Read Only Memory), and a RAM (Random Access Memory) built in the server 200. Has. Specifically, as shown in FIG. 6, the control unit 210 according to the present embodiment mainly functions as an identification information acquisition unit 212, a customer information acquisition unit 214, a calculation unit 216, an output unit 218, and a difference extraction unit 220. And control the server 200.

− Identification information acquisition unit 212−
The identification information corresponding to the customer specified by the user who operates the terminal 400 is acquired. Specifically, when a user specifies a certain customer, the identification information acquisition unit 212 transmits the identification information (ID (IDentification), account number, etc. associated with each customer) corresponding to the customer from the terminal 400. get. At this time, the method is not limited to acquiring the identification information about one customer, and the identification information acquisition unit 212 may acquire the identification information about a plurality of customers. Further, when the user inputs a predetermined condition of the terminal 400 and extracts the customers who meet the condition on the server 200, the identification information acquisition unit 212 of the one or a plurality of customers included in the extraction result. The identification information may be acquired from the server 200.

− Customer Information Acquisition Department 214−
The customer information acquisition unit 214 acquires attribute information of a predetermined type, which is associated with the identification information acquired by the identification information acquisition unit 212, from the customer information stored in the database 300. Specifically, the customer information acquisition unit 214 acquires the attribute information of the type associated with the identification information and defined by the definition table 306 from the master customer information table 302 and the new customer information table 304. Therefore, when the attribute information of the type "address" is defined in the definition table 306, the customer information acquisition unit 214 has the attribute of the type "address" from the master customer information table 302 and the new customer information table 304. Get information.

-Calculation unit 216-
The calculation unit 216 counts the number of attribute information acquired by the customer information acquisition unit 214 for each type. At this time, the calculation unit 216 divides the master customer information table 302 and the new customer information table 304, and counts the number of information for each type. For example, when the calculation unit 216 acquires two attribute information as a "telephone number" (type) from the master customer information table 302, the calculation unit 216 counts the number of information as two.

Further, the calculation unit 216 refers to the maximum number of information for each predetermined type defined by the definition table 306, and calculates the ratio of the counted number of information to the maximum number of information for each type. For example, the maximum number of information defined by the definition table 306 is set to 2 for the type of "telephone number", and the information of the attribute information of the "telephone number" acquired from the new customer information table 304. When the number is counted as one, the calculation unit 216 calculates a ratio of 50%. Then, the calculation unit 216 may calculate the ratio for each type defined by the definition table 306 as described above, and output each calculated ratio as the “coverage rate” to the output unit 218 described later.

Further, the calculation unit 216 may continue the calculation process by using the ratio calculated as described above. For example, the calculation unit 216 may calculate the "coverage rate" by multiplying the basic ratio defined for each type defined by the definition table 306 by the ratio calculated as described above. For example, if the definition table 306 defines the basic ratio of the "telephone number" as 30% and the ratio calculated as described above is 50%, the calculation unit 216 sets the "coverage rate" to 15. % Is calculated. Further, the calculation unit 216 divides all of the "coverage rates" calculated as described above into the master customer information table 302 and the new customer information table 304 and integrates them, and each "total coverage rate" (coverage rate of the coverage rate). Total) may be calculated. For example, when the customer information acquisition unit 214 acquires four types of attribute information from the master customer information table 302 and the "coverage rate" is calculated to be 5%, 15%, 25%, and 10%, respectively. The "total coverage rate" is 55%.

In this way, the "coverage rate" and "total coverage rate" calculated by the calculation unit 216 are output to the output unit 218, which will be described later. In the present embodiment, the "coverage rate" calculated by the calculation unit 216 may be calculated by a method other than the above-mentioned method, and is particularly limited as long as it is a value that serves as an index indicating the collection status of customer information. It is not something that is done.

-Output unit 218-
The output unit 218 outputs the "coverage rate" or the like to the terminal 400 in order to present the "coverage rate" or the like calculated by the calculation unit 216 to the user. Further, the output unit 218 also outputs the difference information (details will be described later) extracted by the difference extraction unit 220 described later to the terminal 400. At this time, for example, the output unit 218 outputs each "coverage rate" and each "total coverage rate" for each type and for each master customer information table 302 and new customer information table 304. Further, the output unit 218 displays the "coverage rate" and the like on the display unit 402 of the terminal 400 in the form of a graph so that the user can easily grasp the "coverage rate" and the like. The unit 402 is controlled.

− Difference extraction unit 220−
The difference extraction unit 220 compares the attribute information from the master customer information table 302 acquired by the customer information acquisition unit 214 with the attribute information from the new customer information table 304, and extracts the difference information for the same type. .. Then, the difference extraction unit 220 outputs the extracted difference information to the output unit 218 described above.

(Communication unit 230)
The communication unit 230 has a function of connecting to an external device to transmit / receive data. For example, the communication unit 230 connects to the terminal 400 via the communication network 500, and transmits customer information in response to a request from the terminal 400.

<Method of information display processing>
Subsequently, a method of information display processing by the information display system 100 according to the present embodiment will be described with reference to FIGS. 7 to 15. 7 and 8, FIG. 13 and FIG. 14 show a flowchart showing an information display process according to the present embodiment. FIG. 9 is a diagram showing an example of information stored in the master customer information coverage rate calculation result table 312 according to the present embodiment. FIG. 10 is a diagram showing an example of information stored in the new customer information coverage rate calculation result table 314 according to the present embodiment. FIG. 11 is a diagram showing an example of information stored in the difference table 316 according to the present embodiment. Further, FIGS. 12 and 15 are diagrams showing an example of a display screen according to the present embodiment. Each table shown in FIGS. 9 to 11 stores information obtained by the calculation unit 216 and the difference extraction unit 220 in the information display process described later.

First, the process of generating the information to be output will be described with reference to FIGS. 7 to 12. As shown in FIGS. 7 and 8, the process of generating the output information according to the present embodiment includes a plurality of steps from step S101 to step S117 and steps S201 to S213. Explaining the general flow of the process according to the present embodiment composed of these steps, each coverage rate for the master customer information and the new customer information is calculated (steps S101 to S117), and then the master customer information and the new customer information are calculated. The difference in the customer information is extracted (steps S201 to S207), and finally, the total coverage rate of the master customer information and the new customer information is calculated (steps S209 to S213). The details of each step will be described below.

(Step S101)
The server 200 accepts a login operation by the user via the terminal 400. At this time, when the user's identification information is input, the server 200 may acquire the information.

(Step S103)
The server 200 receives an instruction to specify a customer that the user wants to browse. At this time, for example, as shown in FIG. 12, the user may give an instruction by performing an operation of designating a customer on the list of customers displayed on the display unit 402 of the terminal 400. Further, instead of designating one customer, the user specifies the attribute conditions (gender, age, residence, occupation, etc.) of the customer, and the server 200 displays a list of customers who meet the conditions on the display unit 402 of the terminal 400. The user may select a desired customer from the list. Either way, the number of customers who want to browse is narrowed down to one. The server 200 acquires the identification information associated with the narrowed down customers and starts processing.

(Step S105)
The server 200 confirms that there is no information in the three types of tables of the master customer information coverage rate calculation result table 312, the new customer information coverage rate calculation result table 314, and the difference table 316, and starts from the first row of the definition table 306. Read the type (A-1) for which the coverage rate is to be calculated. Further, the server 200 reads the basic ratio (A-2) and the maximum number of information (A-3) assigned to each type from the definition table 306.

(Step S107)
The server 200 acquires the attribute information corresponding to the type read from the definition table 306 from the master customer information table 302. At this time, if there are a plurality of applicable attribute information, all the applicable attribute information is acquired.

(Step S109)
The server 200 counts the number of acquired attribute information and outputs the result to (D-1) in the corresponding column of the master customer information coverage rate calculation result table 312. For example, as shown in FIG. 9, when one of the attribute information of the name is acquired from the master customer information table 302, the server 200 counts it as one and counts it as one, and the master customer information coverage rate calculation result table of FIG. 1 is output in the column of the number of information (D-1) corresponding to the "name" of 312.

(Step S111)
The server 200 calculates the coverage rate based on the maximum number of information (A-3) and the basic ratio (A-2) defined by the definition table 306. For example, referring to FIG. 5, the basic ratio of names is 5% (A-2), and the maximum number of information is 1 (A-3). Therefore, when the server 200 acquires one attribute information of the name from the master customer information table 302, the server 200 calculates the ratio of the acquired information number to the maximum number of information (in this case, 100%). By multiplying the ratio by the basic ratio, a "coverage rate" of 5% can be obtained. The server 200 outputs the calculated "coverage rate" to the "coverage rate" (D-2) column of the corresponding type in the master customer information coverage rate calculation result table 312 of FIG. Therefore, in the above case, the "coverage rate" of 5% is output in the "coverage rate" (D-2) column corresponding to the "name" in the master customer information coverage rate calculation result table 312.

(Step S113)
The server 200 acquires the attribute information corresponding to the type read from the definition table 306 from the new customer information table 304. At this time, if there are a plurality of applicable attribute information, all the applicable attribute information is acquired.

(Step S115)
Similar to step S109, the server 200 counts the number of acquired attribute information information and outputs the result to (E-1) in the corresponding column of the new customer information coverage rate calculation result table 314 of FIG.

(Step S117)
Similar to step S111, the server 200 calculates the coverage rate based on the maximum number of information (A-3) and the basic ratio (A-2) defined by the definition table 306. The server 200 outputs the calculated "coverage rate" to the "coverage rate" (E-2) column of the corresponding type in the new customer information coverage rate calculation result table 314 of FIG.

In the above description, the "coverage rate" in each of the master customer information table 302 and the new customer information table 304 was calculated, but in the present embodiment, only one of the coverage rates may be calculated. , Is not particularly limited.

(Step S201)
The server 200 compares the attribute information (B-1) acquired from the master customer information table 302 and the attribute information (C-1) acquired from the new customer information table 304 for each type, and compares the difference information. Extract. If the difference information is extracted, the process proceeds to step S203, and if the difference information is not extracted, the process proceeds to step S207.

(Step S203)
The server 200 outputs "Yes" indicating that there is difference information in the column (F-1) indicating the presence or absence of the difference of the corresponding type in the difference table 316 shown in FIG.

(Step S205)
The server 200 outputs the difference information extracted as the difference to the corresponding type column (F-2, F-3) of the difference table 316 of FIG. For example, when the content of the address is different between the attribute information included in the master customer information table 302 and the attribute information included in the new customer information table 304, the attribute information included in the master customer information table 302 is a difference. The attribute information included in the master customer information column (F-2) of the table 316 and included in the new customer information table 304 is output to the new customer information column (F-2) of the difference table 316. After that, the process proceeds to step S209.

(Step S207)
The server 200 outputs "none" indicating that there is no difference information in the column (F-1) indicating the presence or absence of the difference of the corresponding type in the difference table 316 of FIG. After that, the process proceeds to step S209.

(Step S209)
The server 200 refers to the definition table 306 and confirms whether or not there is a row (type) that has not been processed. If there is a line that has not been processed, the process returns to step S105, and if there is no line that has not been processed, the process proceeds to step S211. That is, the progress status of the process is confirmed, and the process is repeated according to the progress status.

(Step S211)
The server 200 calculates the total of the "coverage rates" output to the master customer information coverage rate calculation result table 312 in FIG. 9, that is, the "total coverage rate" of the master customer information. Then, the server 200 outputs the calculated result to the total column (D-3) of the master customer information coverage rate calculation result table 312 of FIG.

(Step S213)
The server 200 calculates the total of the "coverage rates" output to the new customer information coverage rate calculation result table 314 of FIG. 10, that is, the "total coverage rate" of the new customer information. Then, the server 200 outputs the calculated result to the total column (E-3) of the new customer information coverage rate calculation result table 314 of FIG.

As described above, the "coverage rate", the "total coverage rate", and the difference information to be presented to the user can be generated. Such "coverage rate" and "total coverage rate" can present the collection status of customer information to the user in an easy-to-understand form.

Next, the process of displaying the generated information will be described with reference to FIGS. 13 to 15. As shown in FIGS. 13 and 14, the process of displaying the output information according to the present embodiment includes a plurality of steps from step S301 to step S319 and steps S401 to S407. Explaining the general flow of the process according to the present embodiment composed of these steps, each "coverage rate" is displayed together with the name of the type, and further, the "total coverage rate" is displayed (steps S301 to S319). Next, the difference information is output (steps S401 to S407).

By the way, before explaining the details of each step, the display form of the generated information will be described. In the following description, the "coverage rate" will be displayed for each master customer information and new customer information together with the name of the corresponding type. Furthermore, the "total coverage rate" is also displayed for each master customer information and new customer information. In addition, the difference information is also displayed so as to compare the attribute information from the master customer information with the attribute information from the new customer information. More specifically, in the following description, as shown in FIG. 15, each "coverage rate" is a predetermined figure (G-1, H-1) corresponding to each of the master customer information and the new customer information. Is displayed using. The figure is formed by being equally divided by the number of types defined in the definition table 306, and has a plurality of compartments (G-5, H-5) linked to each type. Further, the section related to the type of attribute information acquired by the customer information acquisition unit 214 and the section related to the type of attribute information not acquired by the customer information acquisition unit 214 use different colors, brightness, or patterns. Is displayed. Further, difference information is displayed between the predetermined figures described above. That is, in the display mode according to the present embodiment, the figure (G-1) for displaying the information related to the master customer information, the area for displaying the difference information (difference information display area), and the information related to the new customer information are displayed. The figures (H-1) to be displayed are displayed side by side in the corresponding order. Next, the details of each step will be described.

(Step S301)
The server 200 reads the number of types for which the "coverage rate" is calculated, that is, the number of rows, from the definition table 306 of FIG. Further, a plurality of sections G-5 are generated by dividing the pie chart corresponding to the master customer information into equal parts by the number of lines read. For example, if eight types are defined by the definition table 306 and the number of rows in the definition table 306 is eight according to the definition table 306, the server 200 sets the pie chart G-1 shown in FIG. Minutes.

(Step S303)
The server 200 reads the type name (A-1) of each row (row X) in the second column of the definition table 306 of FIG. 5, and changes the name of the read type to the type of the pie chart G-1 of FIG. Output to the corresponding name display area G-2.

(Step S305)
The server 200 reads the "coverage rate" (D-2) of each row (row X) in the third column of the master customer information coverage rate calculation result table 312 in FIG. 9, and reads the read "coverage rate" in FIG. Output to the coverage rate display area G-3 of the corresponding type of the pie chart G-1.

(Step S307)
The server 200 refers to the definition table 306 of FIG. 5 and confirms whether or not there is a row (type) that has not been processed. If there is a line that has not been processed, the process returns to step S303, and if there is no line that has not been processed, the process proceeds to step S309. That is, the progress status of the process is confirmed, and the process is repeated according to the progress status.

(Step S309)
The server 200 reads the information of the "total coverage rate" (D-3) in the master customer information coverage rate calculation result table 312 of FIG. 9, and the read "total coverage rate" is the total of the pie chart G-1 of FIG. Output to the display area G-4.

(Steps S311 to S319)
The server 200 also performs the same processing as in steps S301 to S309 for new customer information. Next, the process proceeds to step S401.

(Step S401)
The server 200 determines whether or not there is "Yes" information in the column (F-1) for displaying the presence or absence of the difference in each row of the difference table 316 of FIG. If there is information in "Yes", the process proceeds to step S403, and if there is no information in "Yes", the process ends.

(Step S403)
The server 200 reads the name of the type corresponding to the row of "Yes" and the column information (F-2) related to the master customer information from the difference table 316 of FIG. 11, and reads the read information into the name of FIG. Output to the display area (J-1) and the master customer information display area (first customer information display area) (J-2).

(Step S405)
Similar to step S403, the server 200 reads the name of the type corresponding to the row of "Yes" and the column information (F-3) related to the new customer information from the difference table 316 of FIG. 11, and the read information. Is output to the name display area (J-3) and the new customer information display area (second customer information display area) (J-4) of FIG.

(Step S407)
The server 200 refers to the difference table 316 of FIG. 11 and confirms whether or not there is a row (type) that has not been processed. If there is a line that has not been processed, the process returns to step S403, and if there is no line that has not been processed, the process ends.

In this way, the screen as shown in FIG. 15 can be obtained. In detail, as shown in FIG. 15, the screen shows pie charts G-1 and H-1 corresponding to the master customer information and the new customer information. Each pie chart G-1 and H-1 has a plurality of compartments G-5 and H-5 generated by being equally divided according to the number of types defined in the definition table 306 of FIG. Various types are assigned to each of the sections G-5 and H-5. The names of the assigned types are displayed in the name display areas G-2 and H-2 of each section G-5 and H-5, and the coverage rate is located in the vicinity of each section G-5 and H-5. In the display areas G-3 and H-3, the "coverage rate" corresponding to the assigned type is displayed. Further, in FIG. 15, each of the sections G-5 and H-5 has the sections G-5 and H-5 (that is, the "coverage rate") corresponding to the type for which the attribute information has been acquired by the customer information acquisition unit 214. The divisions G-5 and H-5 corresponding to the types larger than 0% and the divisions G-5 and H-5 (that is, the "coverage rate") corresponding to the types from which the attribute information has not been acquired are 0%. The compartments G-5 and H-5) corresponding to the type are displayed separately depending on the presence or absence of hatching. In this embodiment, not only the sections are distinguished by the presence or absence of hatching, but also the types (patterns), colors, brightness, etc. of hatching are different from each other as described above. You may. Further, in the total display areas G-4 and H-4 located in the center of each pie chart G-1 and H-1, the "total coverage rate" of the master customer information and the "total coverage rate" of the new customer information are displayed. It is displayed.

Further, the difference information is displayed in the center of FIG. In detail, the attribute information acquired from the master customer information table 302 and the attribute information acquired from the new customer information table 304 are displayed so as to be compared with each other for each type in which the difference information exists. In FIG. 15, each attribute information of the type in which the difference information exists is displayed from the top to the bottom in the order defined in the definition table 306, but the display order is limited to such an order. Each attribute information may be displayed from top to bottom in the reverse order defined in the definition table 306. Further, the attribute information of the type in which the difference information exists may be displayed in an order according to the time when the attribute information is collected. For example, among the types in which the difference information exists, the closer the time when the attribute information of the new customer information is collected, the higher it may be displayed, or the time when the attribute information of the new customer information is collected. It may be displayed from top to bottom in chronological order.

In this way, since the information desired by the user is displayed in an easy-to-understand manner on one screen, the user can instantly grasp the collection status of the attribute information regarding the customer. In particular, there are various types of customer attribute information collected by financial institutions and the like, and the number of types may be about 100 as described above. However, even in such a case, according to the present embodiment, the "coverage rate" can be displayed by a graph or a number, so that the user can instantly grasp the collection status of the attribute information regarding the customer. Can be done. In addition, the user compares the master customer information held by the master with the new customer information collected from various channels, how much attribute information can be collected as each customer information, and what type of each customer information. It is possible to easily grasp whether or not the attribute information of is not collected. Further, the user can easily determine how the collection status changes when the attribute information can be newly collected.

<Modification example 1>
A display example according to the first modification of the present embodiment will be described with reference to FIG. FIG. 16 is a diagram showing an example of a display screen according to the first modification of the present embodiment. In the example shown in FIG. 16, the difference information is displayed as a pop-up 800 when the user puts the cursor 700 on each of the sections G-5 and H-5.

<Modification 2>
A display example according to the second modification of the present embodiment will be described with reference to FIG. FIG. 17 is a diagram showing an example of a display screen according to the second modification of the present embodiment. In the example shown in FIG. 17, each section G-5 and H-5 are further divided according to the "coverage rate" assigned to each section, and subsections G-6 and H-6 are generated. There is. For example, the coverage rate of WebID of master customer information is 7.5%, which is half of the target of 15%. Therefore, the compartment G-5 to which the WebID of the master customer information is assigned is divided in half to generate two subdivisions G-6, and one subdivision G-6 has hatching meaning information acquisition. Yes, the other subsection G-6 has no hatching to mean that no information has been acquired. That is, in this modification, the area of the small section G-6 with hatching is displayed so that the user can see the magnitude of the "coverage rate" at a glance. Further, in the central portion of FIG. 17, other information such as the customer's usage record 802 may be displayed instead of the difference information.

<Modification example 3>
In the embodiments and modifications described so far, the display has been performed using a pie chart, but the present invention is not limited to this, and other embodiments may be used. For example, a modification 3 displayed by squares will be described with reference to FIG. FIG. 18 is a diagram showing an example of a display screen according to the third modification of the present embodiment. As shown in FIG. 18, in this modification, large squares K-1 and L-1 corresponding to the master customer information and the new customer information are displayed. The squares K-1 and L-1 have small squares K-2 and L-2 further divided in a grid pattern. These small squares K-2 and L-2 are assigned various types as in the compartments G-5 and H-5 of FIG. 15, and further, these small squares K-2 and L-2 are assigned. The name of the type and the "coverage rate" are displayed. Further, the small squares K-2 and L-2 are divided into smaller subsections according to the "coverage rate" as in FIG.

Further, in FIG. 18, the difference information is displayed by the user pressing down the button 804 located on the lower side of FIG. An example of the difference information displayed at this time will be described with reference to FIG. FIG. 19 is a diagram showing an example of a display screen according to the third modification of the present embodiment. For example, as shown in FIG. 19, the difference information may be displayed in chronological order according to the time when the attribute information of the new customer information related to the difference information is collected. At this time, the name of the collected channel (for example, Web service, etc.) may also be displayed. Further, depending on the type, since it is important information, it is preferable not only to collect it as new customer information but also to formally request an application from a customer and collect it as master customer information. When there is difference information regarding such a type, a pop-up 806 may be displayed to alert the user so that the user can contact the customer to urge the application. For example, since it is necessary to accurately manage the latest information regarding the address as master customer information, when there is difference information regarding the address, a pop-up 806 is displayed to alert the user.

<Modification example 4>
A display example according to the fourth modification of the present embodiment will be described with reference to FIG. FIG. 20 is a diagram showing an example of a display screen according to the fourth modification of the present embodiment. In the example shown in FIG. 20, a bar graph is used instead of a pie chart. In this case, since the "total coverage rate" is displayed by the length of the bar, the user can grasp the difference between the "total coverage rate" between the master customer information and the new customer information at a glance.

<Modification 5>
A display example according to the modified example 5 of the present embodiment will be described with reference to FIG. FIG. 21 is a diagram showing an example of a display screen according to the fifth modification of the present embodiment. In the example shown in FIG. 21, the "comprehensive coverage rate" of the master customer information and the new customer information for a plurality of customers is displayed as a list. By displaying in this way, the user can grasp at a glance which customer has a low "total coverage rate". At this time, if the difference in the "total coverage rate" between the master customer information and the new customer information is larger than a predetermined threshold value, a pop-up 808 prompting the user for confirmation may be displayed.

In the modified examples described so far, the master customer information and the new customer information are displayed on one screen at the same time, but the present invention is not limited to this, and either one may be displayed. Further, instead of displaying each type of "coverage rate" at the same time, for example, it may be displayed in a pop-up manner according to the user's operation. Further, the hatching and the color of the display of each of the sections G-5 and H-5 may be changed according to the corresponding "coverage rate". For example, if the "coverage rate" is 0% or more and less than 10%, each section G-5 and H-5 are displayed in yellow, and if the "coverage rate" is 10% or more and 15% or less, each section G-5. , H-5 may be displayed in red.

<Modification 6>
A display example according to a modification 6 of the present embodiment will be described with reference to FIGS. 22 to 25. FIG. 22 is a diagram showing an example of information stored in the master customer information coverage rate calculation result table 312a according to the modification 6. FIG. 23 is a diagram showing an example of information stored in the new customer information coverage rate calculation result table 314a according to the modification 6. 24 and 25 are diagrams showing an example of the display screen according to the modified example 6.

In the modified examples so far, the "coverage rate" based on the basic ratio for each type defined by the definition table 306 has been displayed, but the present embodiment is not limited to this. For example, the "coverage rate" may be calculated with the basic ratio for each type as 100%. In this case, the "coverage rate" as shown in FIG. 22 is stored in the master customer information coverage rate calculation result table 312a according to this modification. Further, the new customer information coverage rate calculation result table 314a stores the "coverage rate" as shown in FIG. 23. FIG. 24 shows an example in which the “coverage rate” is displayed based on the master customer information coverage rate calculation result table 312a and the new customer information coverage rate calculation result table 314a obtained in this way. In FIG. 24, the “coverage rate” is displayed using a bar graph for each type. By displaying in this way, the user can grasp at a glance which type has a large difference between the master customer information and the new customer information. Further, in this modification, as shown in FIG. 25, the "coverage rate" can be shown in a radar diagram. In FIG. 25, the difference information is displayed by the user pressing down the button 810 located on the lower left side of FIG. 25, as in FIG.

In this way, when a bar graph or radar diagram is used, the display can be easily viewed even if the number of types to be displayed increases, so that the user can grasp each "coverage rate" at a glance.

As described above, in the present embodiment, since the "coverage rate" of the master customer information and the new customer information is centrally displayed on one screen, how much various attribute information can be collected by the user. (Collection status), how much the "coverage rate" is improved by adding the attribute information of new customer information to the master customer information can be grasped at a glance. As a result, the user can easily determine what kind of attribute information should be newly collected for a customer with a low "coverage rate" or a predetermined customer, and by extension, a strategic approach. It is possible to efficiently collect the attribute information required for the operation.

Further, in the present embodiment, since the "coverage rate" for each type is visualized and shown, even when a large number of types of "coverage rate" are displayed, the user can see each "coverage rate" at a glance. You can grasp the "rate". Furthermore, since it is easy for the user to compare the master customer information with the new customer information, the user can instantly determine whether to approach using either the master customer information or the new customer information. Moreover, measures for taking an effective approach can be easily examined.

Further, in the present embodiment, since the difference information between the attribute information included in the master customer information and the attribute information included in the new customer information is centrally shown, the user can grasp the difference information at a glance. be able to. For example, when there is a lot of difference information between the master customer information and the new customer information, it is assumed that the actual customer situation has changed. According to this embodiment, if the user can easily notice that there is a lot of difference information, the user can take an approach to urge the customer to make a formal renewal application, and manage the master customer information. It also leads to higher accuracy. In particular, financial institutions are required to manage accurate and up-to-date customer information in view of the role of managing customer assets and the like. Therefore, according to the present embodiment, it is possible to approach the customer from the user side instead of waiting for the application from the customer, which is very useful in the financial institution.

Further, in the conventional customer information management method, there is a risk that the already collected and valid attribute information will be discarded. However, in the present embodiment, by storing the attribute information collected as the master customer information in the past in the new customer information and displaying the difference information from the master customer information, the user can attribute based on the difference information. It is easy to judge the validity of the information, and by making such a judgment, it is possible to prevent the destruction of the valid attribute information.

In the present embodiment, the processing is performed by the server 200, but the processing is not limited to this, and may be performed by, for example, a terminal 400 or a server (not shown).

<< Second Embodiment >>
In the first embodiment, the basic ratio used when calculating the "coverage rate" is a fixed value defined by the definition table 306. However, as described above, the basic ratio is not limited to a fixed value, and may be changed according to the attribute information of the customer. For example, the frequency of use of each channel (Web, e-mail, telephone) may differ depending on the customer. As a specific example, it is assumed that customer A responds frequently to the approach using e-mail, and customer B responds frequently to the approach using telephone. In such a case, for customer A, "email" among the plurality of types is considered to be important attribute information, and for customer B, "phone number" among the plurality of types is important attribute information. It can be considered that there is. Therefore, the basic ratios assigned to the important types are weighted and changed to a higher basic ratio than the other types (while the other types are changed to a lower basic ratio). Then, by calculating the "coverage rate" using the basic ratio changed in this way, the user can obtain the "coverage rate" that is more suitable for the customer's usage situation.

Therefore, in the second embodiment, the basic ratio for each type is weighted according to the attribute information of the customer (customer usage status), and the numerical value of the basic ratio is changed. At this time, even after the change, the total of the basic ratios of all the types defined in the definition table 306 is set to 100%. The details of such an embodiment will be described below.

In the following description, only the points different from the first embodiment will be described, and the points common to the first embodiment will be omitted. Specifically, in the present embodiment, the outline of the information display system 100 is the same as that of the first embodiment, and thus the description thereof will be omitted.

<Detailed configuration of server 200a>
First, the details of the server 200a according to the present embodiment will be described with reference to FIGS. 26 to 28. FIG. 26 is a block diagram showing an example of the configuration of the server 200a according to the present embodiment. Further, FIG. 27 is a diagram showing an example of information stored in the customer usage status table 320 according to the present embodiment, and in detail, is an example of the customer usage status table 320 stored in the database 300 of the storage unit 150. Is shown. Further, FIG. 28 is a diagram for explaining the information display process according to the present embodiment.

As shown in FIG. 26, the server 200 mainly has a control unit 210a and a communication unit 230. Further, the control unit 210a has an identification information acquisition unit 212, a customer information acquisition unit 214, a calculation unit 216, an output unit 218, and a difference extraction unit 220, as in the first embodiment, and further, a weighting unit 222. Has. Here, only the weighting unit 222 will be described.

(Weighting unit 222)
The weighting unit 222 weights the basic ratio for each type according to the attribute information of the customer, and changes the numerical value of the basic ratio. For example, the weighting unit 222 reads out the customer usage status table 320 shown in FIG. 27 as the customer attribute information. In the customer usage status table 320, for example, the number of times the customer visits the store, the number of sales results by telephone, and the number of times the Web service is used are stored for each year in association with the customer's identification information (ID). Has been done. Therefore, the weighting unit 222 searches for a type having high importance to the customer by comparing the information of the number of times stored in the customer usage status table 320 with a predetermined threshold value. For example, in the example shown in FIG. 27, it can be said that the customer is a customer who has a smaller number of actual sales activities than the number of calls from a financial institution or the like, and it is difficult to approach by telephone. On the other hand, since the customer frequently uses the Web service, it is presumed that the Web approach is effective for the customer. Therefore, in such a case, it is determined that the attribute information of the "telephone number" is of low importance and the attribute information of the "WebID" is of high importance for the customer.

Then, the weighting unit 222 weights the basic ratio of the searched high-importance type based on a predetermined rule determined in advance, and changes the basic ratio to a higher basic ratio than the other types. Further, the weighting unit 222 changes to a low basic ratio for other types. More specifically, the weighting unit 222 increases the basic ratio of "WebID" and lowers the basic ratio of "telephone number" with respect to the basic ratio defined in the definition table 306 shown on the left side of FIG. 28. , The definition table 306a shown on the right side of FIG. 28 is changed. As described above, the weighting unit 222 makes a change so that the total of the basic ratios of all the types defined in the definition table 306 is 100% even after the change.

<Method of information display processing>
Subsequently, a method of information display processing by the information display system 100 according to the present embodiment will be described with reference to FIG. 29. FIG. 29 is a flowchart showing the information display process according to the present embodiment.

As shown in FIG. 29, the process according to the present embodiment includes a plurality of steps from step S501 to step S507. Note that step S501 is carried out after step S103 shown in FIG. 7 of the first embodiment, and when step S507 is completed, step S105 shown in FIG. 7 of the first embodiment is carried out. To. The details of each step will be described below.

(Step S501)
The server 200a receives an instruction to specify a customer that the user wants to browse.

(Step S503)
The server 200a acquires the identification information associated with the customer specified in step S501, and reads the customer usage status table 320 associated with the identification information from the database 300.

(Step S505)
The server 200a compares the value of each predetermined item in the customer usage status table 320 (for example, the number of actual telephone sales in the latest year) with a predetermined threshold value, and is an item of high importance to the customer. To explore. The server 200a proceeds to step S507 if there is an item equal to or greater than a predetermined threshold value. On the other hand, if there is no item equal to or greater than a predetermined threshold value, the process proceeds to step S105 of the first embodiment shown in FIG.

(Step S507)
According to a predetermined rule, the server 200a weights the types corresponding to the items searched in step S505 so that the basic ratio becomes high, increases the basic ratio, and outputs the weight to the definition table 306a. Further, the server 200a lowers the basic ratios for types other than the above types so that the total of the basic ratios of all the types defined in the definition table 306a is 100%. Then, the process proceeds to step S105 of the first embodiment shown in FIG.

As described above, in the present embodiment, the basic ratio is weighted according to the usage status of the customer. Therefore, according to the present embodiment, the "coverage rate" can be calculated using the basic ratio according to the customer's usage situation, and the "coverage rate" that is more suitable for the customer's usage situation is presented to the user. Can be done. As a result, the user can grasp at a glance what type of attribute information should be collected by referring to the "coverage rate" that suits the usage situation, which is required for a strategic approach. It is possible to efficiently collect the attribute information to be used.

In this embodiment, weighting may be performed on the basic ratio according to not only the usage status of the customer but also other attribute information such as the age of the customer. In the present embodiment, the basic ratio may be weighted according to the age attribute information. For example, when the customer's age is 15 years or younger, it is extremely unlikely that he / she has a profession. , For "workplace", the basic ratio is set to 0. Further, in the present embodiment, the weighting is not limited to the customer attribute information, and the basic ratio may be weighted according to the user attribute information. For example, in the case of a sales person in charge of a business of conducting telephone sales, since the attribute information of "telephone number" is highly important, weighting is performed so that the basic ratio of "telephone number" is high. The user attribute information can be acquired by the user identification information input when the user logs in.

<< Hardware configuration of server 200 >>
The embodiment of the present invention has been described above. Next, the hardware configuration of the server 200 according to the present embodiment will be described with reference to FIG. FIG. 30 is a diagram showing a hardware configuration example of the server 200 according to the embodiment of the present invention.

As shown in FIG. 30, the server 200 includes a CPU (Central Processing Unit) 950, a ROM (Read Only Memory) 952, a RAM (Random Access Memory) 954, an internal bus 956, an input / output interface 958, an input device 960, and an output device. It has 962, HDD (Hard Disk Drive) 964, network interface 966, drive 970 and connection port 974.

(CPU950)
The CPU 950 is composed of a processor such as a microprocessor, and as an arithmetic processing unit and a control device, controls the overall operation in the server 200 according to various programs. The CPU 950 realizes, for example, a function as the above-mentioned control unit 210 or the like.

(ROM952, RAM954)
The ROM 952 stores programs, calculation parameters, and the like used by the CPU 950. Further, the RAM 954 temporarily stores a program used in the execution of the CPU 950, parameters that are appropriately changed in the execution, and the like. For example, the ROM 952 and the RAM 954 store a program used when outputting customer information to the terminal 400.

(Internal bus 956)
The internal bus 956 is composed of a CPU bus and the like. The internal bus 956 connects the CPU 950, the ROM 952, and the RAM 954 to each other.

(I / O interface 958)
The input / output interface 958 connects the HDD 964 and the network interface 966 to the internal bus 956. For example, the HDD 964 exchanges data with the RAM 954 and the like via the input / output interface 958 and the internal bus 956.

(Input device 960)
The input device 960 is configured as an example of an input unit for inputting various parameters and the like in advance to the server 200. The input device 960 is composed of, for example, an input means for a user to input parameters to the server 200 in advance, an input control circuit that generates an input signal based on the input by the user, and outputs the input signal to the CPU 950.

(Output device 962)
The output device 962 is configured as an example of the display unit of the server 200. The output device 962 includes a display device such as a liquid crystal display device and an OLED (Organic Light Emitting Diode) device as a display unit.

(HDD964)
The HDD (Hard Disk Drive) 964 stores a program executed by the CPU 950 and various data.

(Network interface 966)
The network interface 966 is a communication interface composed of a communication device or the like for communicating with the terminal 400, the storage unit 150, or the like. This network interface 966 functions as the above-mentioned communication unit 230 and the like.

(Drive 970)
The drive 970 is a reader / writer for a removable recording medium 972 such as a magnetic disk, an optical disk, or a semiconductor memory, and is built in or externally attached to the server 200. The drive 970 can write information to the mounted removable recording medium 972. The drive 970 can also read the information recorded on the mounted removable recording medium 972 and output it to the RAM 954.

(Connection port 974)
The connection port 974 is a port for directly connecting an external device (not shown) to the server 200. The connection port 974 is, for example, a USB (Universal Serial Bus) port, an IEEE1394 port, a SCSI (Small Computer System Interface) port, or the like. By connecting an external device to the connection port 974, various data can be exchanged between the server 200 and the external device.

The above is an example of the hardware configuration of the server 200 according to the present embodiment. Each of the above-mentioned components may be configured by using general-purpose members, or may be configured by hardware specialized for the function of each component. Such a configuration can be appropriately changed depending on the technical level at the time of implementation. Further, the terminal 400 according to the present embodiment can be configured in the same manner as the above-mentioned example of the hardware configuration of the server 200.

Although the preferred embodiments of the present invention have been described in detail with reference to the accompanying drawings, the present invention is not limited to such examples. It is clear that a person having ordinary knowledge in the field of technology to which the present invention belongs can come up with various modifications or modifications within the scope of the technical ideas described in the claims. , These are also naturally understood to belong to the technical scope of the present invention.

In addition, each step in each of the above-described embodiments does not necessarily have to be processed in the order described. For example, each step may be processed in an appropriately reordered manner. Further, each step may be partially processed in parallel or individually instead of being processed in chronological order. Further, the processing method of each step does not necessarily have to be processed according to the described method, and may be processed by another method by another functional unit, for example.

Further, at least a part of the information processing according to the above-described embodiment can be configured by software as an information processing program for operating a computer, and when configured by software, at least a part of these methods. The program that realizes the above is stored in a recording medium such as a flexible disk or a CD-ROM (Compact Disk Read Only Memory), and is read and executed by a server 200, a terminal 400, or another device connected to the server 200 or the like. You may let me. The recording medium is not limited to a removable one such as a magnetic disk or an optical disk, and may be a fixed recording medium such as a hard disk device or a memory. Further, a program that realizes at least a part of these methods may be distributed via a communication line (including wireless communication) such as the Internet. Further, the program may be encrypted, modulated, compressed, and distributed via a wired line or wireless line such as the Internet, or stored in a recording medium.

100 Information display system 150 Storage unit 200, 200a Server 202 Application 210, 210a Control unit 212 Identification information acquisition unit 214 Customer information acquisition unit 216 Calculation unit 218 Output unit 220 Difference extraction unit 222 Weighting unit 230 Communication unit 300 Database 302 Master customer information Table 304 New customer information table 306 Definition table 312, 312a Master customer information coverage rate calculation result table 314, 314a New customer information coverage rate calculation result table 316 Difference table 320 Customer usage status table 400 Terminal 402 Display unit 404 Operation unit 500 Communication network 700 Cursor 800, 806, 808 Pop-up 802 Usage record 804, 810 Button 950 CPU
952 ROM
954 RAM
956 Internal bus 958 Input / output interface 960 Input device 962 Output device 964 HDD
966 Network Interface 970 Drive 974 Connection Port

Claims (8)

The customer identification information specified by the user is acquired, and the first customer information consisting of one or more types of attribute information associated with the identification information and the first customer information acquired after the first customer information are acquired. , The attribute information corresponding to the type for which the coverage rate is to be calculated is acquired from the second customer information consisting of one or a plurality of types of attribute information associated with the identification information. Based on the number of information of the attribute information, the coverage rate calculated for each of the first and second customer information and for each type for which the coverage rate is to be calculated,
Difference information extracted by comparing one or more of the attribute information acquired from the first customer information with one or more of the attribute information acquired from the second customer information, and
Equipped with a display unit that displays
The display unit is provided with a first customer information display area, a difference information display area, and a second customer information display area according to the order of arrangement.
The first customer information display area displays the name of the type and the coverage rate corresponding to the type for each type of one or a plurality of the attribute information acquired from the first customer information. At the same time, the total coverage rate of the first customer information is displayed.
The second customer information display area displays the name of the type and the coverage rate corresponding to the type for each type of one or a plurality of the attribute information acquired from the second customer information. At the same time, the total coverage rate of the second customer information is displayed.
The difference information display area displays the difference information so as to compare the first customer information and the second customer information for each type.
Information display device. The information display device according to claim 1, wherein the coverage rate is a ratio of the acquired number of information for each type to a predetermined maximum number of information for each type. The coverage rate is obtained by calculating the ratio of the acquired number of information for each type to the predetermined maximum number of information for each type, and multiplying the predetermined basic ratio for each type by the calculated ratio. The information display device according to claim 1, which is a value obtained by the above method. The display unit displays two predetermined figures corresponding to the first and second customer information.
The two predetermined figures have a plurality of sections generated by equally dividing the number of types for which the coverage rate is calculated.
The section corresponding to the acquired type of attribute information and the section corresponding to the type of not acquired attribute information are displayed in different colors, lightness, or patterns.
The information display device according to any one of claims 1 to 3. An identification information acquisition unit that acquires customer identification information specified by the user,
A first customer information consisting of one or a plurality of types of attribute information linked to the identification information, and one or one linked to the identification information acquired after the first customer information. A customer information acquisition unit that acquires the attribute information corresponding to the type for which the coverage rate is to be calculated from the second customer information composed of a plurality of types of attribute information.
Based on the number of information of the attribute information acquired from the first and second customer information, the coverage is provided for each of the first and second customer information and for each type for which the coverage rate is calculated. The calculation unit that calculates the rate and
Difference information extracted by comparing one or more of the attribute information acquired from the first customer information with one or more of the attribute information acquired from the second customer information, and
Information output device with
An information display device having a display unit for displaying the coverage rate and the difference information, and
Is an information display system that includes
The display unit is provided with a first customer information display area, a difference information display area, and a second customer information display area according to the order of arrangement.
The first customer information display area displays the name of the type and the coverage rate corresponding to the type for each type of one or a plurality of the attribute information acquired from the first customer information. At the same time, the total coverage rate of the first customer information is displayed.
The second customer information display area displays the name of the type and the coverage rate corresponding to the type for each type of one or a plurality of the attribute information acquired from the second customer information. At the same time, the total coverage rate of the second customer information is displayed.
The difference information display area displays the difference information so as to compare the first customer information and the second customer information for each type.
Information display system. The calculation unit
The ratio of the number of information for each type acquired by the customer information acquisition unit to the predetermined maximum number of information for each type is calculated.
The coverage rate is calculated by multiplying the predetermined basic ratio for each type by the calculated ratio.
The information display system according to claim 5. The information display system according to claim 6, wherein the information output device further includes a weighting unit that weights the basic ratio based on the attribute information of the customer or the user. On the computer
The customer identification information specified by the user is acquired, and the first customer information consisting of one or more types of attribute information associated with the identification information and the first customer information acquired after the first customer information are acquired. , The attribute information corresponding to the type for which the coverage rate is to be calculated is acquired from the second customer information consisting of one or a plurality of types of attribute information associated with the identification information. Based on the number of information of the attribute information, the coverage rate calculated for each of the first and second customer information and for each type for which the coverage rate is to be calculated,
Difference information extracted by comparing one or more of the attribute information acquired from the first customer information with one or more of the attribute information acquired from the second customer information, and
It is a program that realizes the function to display
In the above display, the first customer information display area, the difference information display area, and the second customer information display area are displayed according to the order.
The first customer information display area displays the name of the type and the coverage rate corresponding to the type for each type of one or a plurality of the attribute information acquired from the first customer information. At the same time, the total coverage rate of the first customer information is displayed.
The second customer information display area displays the name of the type and the coverage rate corresponding to the type for each type of one or a plurality of the attribute information acquired from the second customer information. At the same time, the total coverage rate of the second customer information is displayed.
The difference information display area displays the difference information so as to compare the first customer information and the second customer information for each type.
program.

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