JP7094515B1 - Matching system, matching method and program - Google Patents

Abstract

Kind Code: A1 A latent problem is revealed through stepwise narrowing down from a broader problem, and business matching with a company capable of solving the problem is favorably supported. Kind Code: A1 In a matching system, a management server has a plurality of nodes in which a parent node of an issue representing a superordinate concept and a child node of an issue representing a subordinate concept are linked, and an issue representing a top concept is a root node. Hierarchical data group of tasks in which hierarchical data of tasks with a hierarchical tree structure includes the same number of tasks that represent multiple top-level concepts, and each of the tasks that represent the lowest-level concepts located at the leaf nodes of the hierarchical data group It stores the solutions to solve the problems in association with each other, outputs the hierarchical data group of the problems to an external terminal in a selectable manner, and converts the problems representing the highest concept of the hierarchical data group of the problems to the problems representing the lowest concept. The problems are selected in order by operating the external terminal, and when the problem representing the lowest level concept is selected, the solution associated with the problem is output to the external terminal. [Selection drawing] Fig. 1

Description

Application of Article 30, Paragraph 2 of the Patent Act Published on page 13 of Nikkin, Japan Financial Communications Company, September 24, 2021 and at the International Financial Information Technology Exhibition (FIT2021).

The present invention relates to a matching system, a matching method and a program that support business matching between companies.

Financial institutions such as local banks are making efforts to increase opportunities for financial support by supporting the revitalization of businesses to business partners in order to promote the lending of business funds to business partners. For this reason, we are conducting business matching between companies that have problems and companies that have solutions to solve those problems. This movement is spreading not only to matching between business partners of the same bank, but also to matching with business partners of different banks.

In general, financial institutions share information on business partners registered in their internal IT systems. However, human work occupies a large part, such as finding another company that the person in charge may match with the business partner company that he / she is in charge of, and setting up an interview through the person in charge of that company. Therefore, regarding the matching system introduced in financial institutions, we identify the problem groups of similar companies from the industry and scale of the company, let the user select the problem from them, and list the past cases to solve the problem. A technique for making a matching request to a company selected from among them by e-mail is known (see, for example, Patent Document 1).

Japanese Patent No. 6732084

However, in a system that automatically identifies issues of similar companies based on the combination of industry and scale of the enterprise, potential issues that similar companies have not experienced so far are system issues. It may not be included in the list and the selection itself may not be possible. In addition, it cannot be expected to have the effect of narrowing down the potential issues that the company is not aware of, gradually becoming apparent from the global issues.

The present invention has been made in consideration of such circumstances, and it is possible to clarify potential problems through stepwise narrowing down actions from global problems, and to do business with a company that can solve the problems. It is an object of the present invention to provide a matching system, a matching method and a program capable of suitably supporting matching.

In order to solve the above problems, the present invention is a matching system used by one or more organizations that perform business matching between a company having a problem and a company providing a solution to the problem, and represents a higher-level concept. A multi-level hierarchy in which a problem representing a top-level concept is configured as a root node by linking the parent node and the child node, with the problem as a parent node and one or more problems representing its subordinate concepts as child nodes. For each of the problem hierarchy data group in which the hierarchy data of the tasks forming a tree structure is included in the number of tasks representing a plurality of top-level concepts and the task representing the lowest-level concept located in the leaf node of the hierarchy data group. A storage means that stores one or more solutions to solve a problem in association with each other and a hierarchical data group of the problem stored in the storage means are selectively output to an external terminal, and the hierarchical data group of the problem is output. When the task selection means for selecting the task from the task representing the highest-level concept to the problem representing the lowest-level concept by the operation of the external terminal and the task representing the lowest-level concept are selected, the task is dealt with. A business with a solution selection means for outputting the one or more solutions attached to the external terminal to the external terminal and selecting one solution by operating the external terminal, and a company providing a solution to the problem. The matching means includes a selection means for selecting which organization's business partner company is included among one or a plurality of other organizations by the operation of the external terminal, and the solution selection means is the most selected by the problem selection means. When the problem representing the subordinate concept is a problem associated with a solution provided by a business partner of an organization not selected by the selection means, the solution is characterized in that it is not output to the external terminal . ..

Further, in the matching system according to the present invention, when any task other than the task representing the lowest concept is selected, the task selection means is placed in the lower hierarchy of the task in the hierarchical data to which the task belongs. It is characterized in that all the tasks to which the task belongs are configured, and the task of the lowest concept is narrowed down through the operation of canceling the selected state of the task by the external terminal.

Further, in the matching system according to the present invention, if there is a problem acquisition means for acquiring a new problem not included in the hierarchical data group of the problem from the outside and a solution for solving the new problem, the solution is provided. It is characterized by further providing a task updating means for updating the hierarchical data group of the task by adding the new task to a predetermined position of the hierarchical data group associated with the above.

Furthermore, the matching system according to the present invention has a solution acquisition means for acquiring a new solution for a problem representing the lowest concept from the outside, and the new solution in association with the problem representing the lowest concept. It is characterized by further providing a solution update means for adding.

Furthermore, in the matching system according to the present invention, the selection means is characterized in that it is possible to select which organization's business partners are included among one or a plurality of other organizations for each business matching event. do.

Furthermore, in order to solve the above problems, the present invention is used by one or more organizations that perform business matching between a company having a problem and a company providing a solution to the problem, and presents a problem representing a higher-level concept. A multi-level tree structure in which the problem representing the highest-level concept is configured as the root node by linking the parent node and the child node, with the parent node and one or more issues representing its subordinate concepts as child nodes. The task is divided into the hierarchical data group of the task in which the hierarchical data of the tasks forming the above is included as many as the number of tasks representing the plurality of top-level concepts, and the task representing the lowest-level concept located in the leaf node of the hierarchical data group. It is a matching method in a matching system including a database that stores one or more solutions in association with each other, and outputs the hierarchical data group of the problem stored in the database to an external terminal so as to be selectable. When the task selection process in which the task is selected in order from the task representing the highest-level concept of the hierarchical data group of the task to the task representing the lowest-level concept by the operation of the external terminal and the task representing the lowest-level concept are selected. The solution selection step of outputting the one or more solutions associated with the problem to the external terminal and selecting one solution by operating the external terminal, and the solution of the problem. It has a selection step of selecting which organization's business partner company is included in the business matching with the providing company by the operation of the external terminal, and the solution selection step is the problem. When the problem representing the lowest level concept selected by the selection process is a problem associated with the solution provided by the business partner of the organization not selected by the selection process, the solution is sent to the external terminal. It is characterized by not outputting .

Furthermore, in order to solve the above problems, the computer-readable program according to the present invention is used by one or more organizations that perform business matching between a company having a problem and a company providing a solution to the problem. , The task representing the superordinate concept is set as the parent node, one or more tasks representing the subordinate concept is set as the child node, and the task representing the highest level concept is configured as the root node by linking the parent node and the child node. The hierarchical data of the tasks forming a multi-layered tree structure represents the hierarchical data group of the tasks including the number of tasks representing the plurality of top-level concepts and the lowest-level concept located in the leaf node of the hierarchical data group. The hierarchical data group of the problem stored in the database is output to an external terminal so as to be selectable in a matching system provided with a database that stores one or a plurality of solutions to solve the problem in association with each other. , A task selection procedure for selecting a task in order from a task representing the highest concept of the hierarchical data group of the task to a task representing the lowest concept by operating the external terminal, and a task representing the lowest concept were selected. In this case, a solution selection procedure for outputting the one or more solutions associated with the problem to the external terminal and selecting one solution by operating the external terminal, and a solution for the problem. In the business matching with the company that provides the measure, the selection procedure for selecting which of the one or more other organizations to include the business partner company by the operation of the external terminal is executed, and the solution selection procedure is If the problem representing the least significant concept selected by the problem selection procedure is a problem associated with a solution provided by a business partner of an organization not selected by the selection procedure, the solution is external. It is characterized by not outputting to the terminal .

According to the present invention, a potential problem can be clarified through a stepwise narrowing down action from a global problem, and business matching with a company that can solve the problem can be suitably supported. For example, even if it is a potential issue that is recognized as an issue in other industries but has not been recognized as an issue in the industry to which it belongs, it is a global issue that is a superordinate concept. By the act of selectively and stepwise specifying the content of the task from the subordinate concept to the concrete task, it becomes possible to gradually reveal the potential task.

It is a block diagram of the matching system which concerns on one Embodiment of this invention. It is a block diagram which shows an example of the hardware composition of the management server in the matching system which concerns on one Embodiment of this invention. It is a figure for demonstrating the hierarchical structure of the problem and the solution (solution) in one Embodiment of this invention. It is a figure for demonstrating the data structure of the problem and the matter stored in the problem database and the solution database of the management server in one Embodiment of this invention. It is a flowchart for demonstrating the business matching processing procedure including the narrowing down of the problem and the presentation of a matter in the matching system in one Embodiment of this invention. It is a screen example displayed on the screen of the user terminal of the organization system which concerns on one Embodiment of this invention. It is a screen example displayed on the screen of the user terminal of the organization system which concerns on one Embodiment of this invention. It is an image diagram of the matter list displayed on the user terminal which concerns on one Embodiment of this invention.

Hereinafter, the matching system according to the embodiment of the present invention will be described with reference to the drawings.
FIG. 1 is a configuration diagram of a matching system 1 according to an embodiment of the present invention. As shown in FIG. 1, the matching system 1 according to the present embodiment is managed by a company that provides a matching service platform between companies (hereinafter referred to as “management company”), and is a SaaS (Software as a Service) type cloud. The service will be introduced into the IT system of an organization such as a financial institution such as a local bank or a credit union, or various companies having a plurality of member companies / business partners. Each organization uses the matching system 1 to identify the problems faced by its business partners, present solutions to the identified problems, and perform business matching between business partners within its own organization or across organizations. I do.

As shown in FIG. 1, the matching system 1 according to the present embodiment is introduced into a management server 10 operated and managed by a management company that provides and manages the platform of the matching system 1 and an organization such as a plurality of financial institutions. It is composed of 20 and 30 organizational systems. The management server 10 and the organizational systems 20 and 30 are communicably connected by a wired or wireless network 40 such as the Internet. As a result, in an organization such as a financial institution, business matching can be performed only between the business partners of the own organization, or business matching can be performed including the business partners of other organizations. In this embodiment, only two organizational systems 20 and 30 are displayed for ease of explanation, but the same system should be introduced into an organization such as three or more financial institutions and operated in the same manner. Is also possible.

The management server 10 includes a storage unit 11 and a processing unit 12, and provides software (for example, a cloud application) related to processing such as presentation / selection of problems faced by a company and solutions to the organizational systems 20 and 30 and business matching. Software) etc. are provided. Information such as a program and various data is stored in the storage unit 11 of the management server 10, various processing functions of the processing unit 12 are realized based on the program, and various data are processed and output. For example, the management server 10 can be configured to be realized by a single server or a plurality of servers realized by one or a plurality of computers and a database or the like.

The organization systems 20 and 30 are provided with user terminals 21 to 23, 31 to 33 used by the person in charge of each organization, the person in charge of a specific business partner company, etc. (hereinafter collectively referred to as "user"). There is. These terminals may be provided exclusively for the matching system 1, but are usually laptop computers, panel computers, tablet computers, etc. used in IT systems and the like already introduced in organizations such as financial institutions. Also used as a smartphone. That is, in each of the user terminals 21 to 23 and 31 to 33, an input unit such as a keyboard or a touch panel on which the user inputs a keyword or a command, a problem or a solution output from the input keyword or the management server 10 or the like, etc. It is provided with a display unit such as a monitor for displaying the above, a processing unit for performing various processing, and a communication unit for performing communication processing with the management server 10 and other devices (not shown) via the network 40. The processing units of the user terminals 21 to 23 and 31 to 33 are provided with a CPU, a ROM for storing a program, a RAM, and the like, and various processes are performed according to the program stored in the ROM.

Here, regarding the user terminals 21 to 23, 31 to 33 in the present embodiment, the user terminals 21 and 31 are terminals operated by a person in charge of an organization such as a financial institution, and the user terminals 22 and 32 are linked to a business partner company. The terminal that is directly operated by the person in charge of the business partner company and the user terminals 23 and 33 are used as terminals operated by the system administrator or the like of an organization such as a financial institution.

FIG. 2 is a block diagram showing an example of the hardware configuration of the management server 10 in the matching system 1 according to the embodiment of the present invention. The storage unit 11 includes a main storage unit 111 composed of SRAМ, DRAМ, flash memory, etc., and an auxiliary storage unit 112 composed of a hard disk, SSD, or the like. The main storage unit 111 temporarily stores data necessary for performing arithmetic processing under the control of the control unit 124 of the processing unit 12, which will be described later. The auxiliary storage unit 112 has a problem database 112A that stores information (problem data) about problems that business partners of organizations such as financial institutions have, information about past cases (cases) that can solve those problems, and the contents of the cases. It is equipped with a solution database 112B that stores information (solution data) about an organization that has a business partner of a company that provides (solution), and a case database 112C that stores information (case data) about the specific past cases mentioned above. In addition to that, a database (not shown) for storing a control program or the like necessary for the processing unit 12 to execute arithmetic processing or the like under the control of the control unit 124 is provided. The configuration of the database is not limited to this embodiment, and may be any other configuration as long as it has a function of storing the above-mentioned information and providing them in each process.

The task data stored in the task database 112A divides the tasks of a company into a plurality of layers, from a relatively broad task representing a superordinate concept to a more specific task representing a subordinate concept. In this embodiment, various issues faced by business partners of organizations such as financial institutions are classified into three stages, and the issues that represent the highest level concept (major classification issues) and the one below that embodies the issues. It is assumed that the task is divided into a middle-classified task, which is a subordinate concept (intermediate concept), and a task (sub-classified task), which represents the lowest-level concept that embodies the task further than the middle-classified task.

FIG. 3 is a diagram for explaining a hierarchical structure of problems and solutions (solutions) in one embodiment of the present invention. In the present embodiment, each of the above three stages of tasks is a node, and one or more intermediate classification tasks (for example, middle classification task) are assigned to one major classification task (for example, major classification task A). a, b) are linked, and one or more sub-classification tasks (for example, sub-classification tasks 1 and 2) are linked to one middle-classification task (for example, middle-classification task a). "Problem hierarchy data" (for example, task hierarchy data A) forming a multi-layered tree structure in which a task representing a top-level concept is configured as a root node is formed. In addition, a "hierarchical data group of tasks" is formed in which this hierarchical data is included as many as the number of tasks in the major categories representing the highest-level concept. Then, one or a plurality of past cases (cases) that solve the problems of each sub-category are associated with each other as a solution (solution).

Based on the relationship and structure of the above-mentioned problems and solutions, in the present embodiment, the auxiliary storage unit 112 uses a problem representing a higher-level concept as a parent node, and one or more problems representing the lower-level concept as a child node, and a parent node. By linking the child nodes, the problem that represents the top-level concept is configured as the root node. The data group and the past case (case) corresponding to one or more solutions for solving the problem for each of the problems representing the lowest concept located in the leaf node of the hierarchical data group are stored in association with each other.

If the problem is concrete but not in a state that can be provided by the company, that is, if there is no past case, there is a sub-category problem, but there is no solution theme or case associated with it. (For example, sub-classification task 7).

FIG. 4 is a diagram for explaining a data structure of problems and matters stored in the problem database 112A and the solution database 112B of the management server 10 according to the embodiment of the present invention. In the present embodiment, as an example, the problem data and the solution data are stored in the respective databases in the table format as shown in FIG. The information regarding the major classification task table 4a, the middle classification task table 4b, and the minor classification task table 4c shown in FIG. 4 is stored in the task database 112A as task data. Further, the information regarding the solution table 4d, the matter table 4e, and the organization table 4f shown in FIG. 4 is stored in the solution database 112B as solution data.

Here, as shown in FIG. 4, each of the major classification task, the middle classification task, and the minor classification task is unique to each stage of the task indicated by the major classification task id, the middle classification task id, and the minor classification task id, respectively. Information is given. Then, as shown in the middle classification task table 4b, the major classification task that is the parent node of each middle classification task is indicated by the major classification task id. Similarly, as shown in the sub-classification task table 4c, the middle-classification task that is the parent node of each sub-classification task is indicated by the middle-classification task id, and the hierarchical data of the task and the hierarchical data group of the task are displayed. It has been realized.

Further, in the solution table 4d, the matter id, which is the unique information of the solution (matter) which is also the solution, and the subclassification task id, which is the information about the subclassification task located in the lowest concept of the hierarchical data of the task, are associated with each other. Is shown. Further, in the case table 4e, the case id corresponding to the unique information about each case (past case) and the information about the organization such as the financial institution (organization id) whose business partner is the company (business partner company) that provides the case. ) Is associated with it, and is shown together with other information about the matter (case name, case summary, etc.). The organization id is unique information assigned to the organization that introduces the matching system 1, and is used when selecting which organization's business partner company to perform business matching with. For example, when performing business matching to narrow down issues and search for solutions, select the target organization, assign to the selected organization, and provide solutions based on the organization id within your own organization. Processing such as limiting to the business partners of the above, or limiting to the business partners of other specific organizations is performed. Furthermore, in the organization table 4f, the organization information such as the organization name and the organization outline of each organization is shown for each information (organization id) regarding the above-mentioned organization.

In the matter database 112C, detailed information about each matter is stored as matter data (not shown) for each matter id shown in the matter table 4C. The case data is data related to the contents of the cases of each company (business partner company) that has solved the same sub-classification problem in the past, and there are no particular restrictions on the contents and data format, etc., and the organizational systems 20 and 30 Anything that can be output and displayed on the user terminals 21 to 23, 31 to 33, etc.

On the other hand, the processing unit 12 of the management server 10 shown in FIG. 2 includes a communication unit 121, an operation unit 122, a display unit 123, and a control unit 124, and includes user terminals 21 to 23, 31 to 33 in the organizational systems 20 and 30. By operating from any terminal, the issue is output to the screen of that terminal, and the issue displayed on the screen is identified as a specific issue through the stepwise selection process by the operation of the terminal, and is the same as the specified issue. Alternatively, we support business matching between business partners of an organization by providing past projects (past cases) that solve similar problems as solutions.

The communication unit 121 performs communication processing with the user terminals 21 to 23, 31 to 33 in the organizational systems 20 and 30 and other external devices (not shown) via the network 40, and each processing block in the processing unit 12 The data input / output function of the management server 10 in the processing performed in the above is realized. Further, the operation unit 122 is a keyboard, a touch panel, or the like for inputting keywords, commands, or the like, which can provide a function operated by a person in charge of a management company that manages and operates the matching system 1. Further, the display unit 123 is a monitor or the like that displays a processing screen or the like when an administrator or the like performs an operation by the operation unit 122 for system maintenance / management or database data update. Furthermore, the control unit 124 controls each unit so as to perform various processes based on the operations from the operation unit 122, the user terminals 21 to 23, 31 to 33, and the like, and causes the processing unit 12 to execute arithmetic processing and the like.

Specifically, under the control of the control unit 124, the processing unit 12 of the management server 10 transfers the hierarchical data group of the tasks stored in the auxiliary storage unit 112 of the storage unit 11 to the user terminals 21 to 23, 31 to 33, and the like. It is equipped with a task selection function that outputs to an external terminal in a selectable manner and allows the task to be selected in order from the task representing the highest concept of the hierarchical data group of the task to the task representing the lowest concept by operating those external terminals. Further, when a problem representing the lowest concept is selected, the processing unit 12 displays past cases (cases) corresponding to one or more solutions (solutions) associated with the problem to those external terminals. It has a solution selection function that outputs to and allows you to select one solution by operating those external terminals. As a result, with this matching system 1, it is possible to selectively narrow down issues from global issues to specific issues, reveal potential issues, and provide solutions to those issues through the process of revealing the issues. Business matching with companies is possible.

Further, in the present embodiment, each organization performs business matching only with the solution provided by the business partner company of its own organization at the time of introduction of the matching system 1 or at any time thereafter, or the business partner company of another organization performs business matching. Set the content of data linkage, such as whether to perform business matching including the solutions to be provided, or to perform business matching only with the solutions provided by the business partners of a specific other organization. Specifically, when starting this service on the user terminal 23 of the organization system 20 (for example, the organization of the organization id "1"), whether the system administrator of the organization performs business matching within the own organization. , Select whether to specify an organization other than the own organization (for example, the organization of the organization system 30 to which the organization id "2" is given). Then, the case corresponding to the solution (solution) to be displayed when the sub-category problem is selected is not all the cases stored in the database, but the case having the relevant organization (for example, organization id "2"). Display only the matter to which id is assigned, and do not display other matters.

That is, under the control of the control unit 124, the processing unit 12 of the management server 10 includes the business partner company of one or more other organizations in the business matching with the company that provides the solution to the problem. It also has a selection function that allows selection by operating 21 to 23 and 31 to 33. As a result, the above-mentioned solution selection function by the processing unit 12 is a problem in which the problem representing the lowest concept selected by the problem selection function is associated with the solution provided by the business partner of the unselected organization. If so, the solution should not be output to the user terminal. In addition, when matching between companies is completed within the own organization, the business between the client companies of the own organization should be activated by not displaying the solutions provided by the business partners of other organizations. Can be done.

In addition, the selection function of the processing unit 12 makes it possible to select for each business matching event which organization's business partners are included among one or more other organizations for the company that provides the solution to the problem. You can also do it. This makes it possible to select the matching target organization for each business matching event, for example, to support business matching within one's own organization for a specific industry, and to others for another industry. It is possible to activate business cooperation with different organizations according to the organization's cooperation strategy, such as promoting business matching with the organization.

Here, the management server 10 may realize the processing function of each block described above by a single server, or may realize this function by a plurality of servers or other devices. Further, each server may be configured by a single computer, or may be configured by a plurality of physically different computers or the like.

FIG. 5 is a flowchart for explaining a business matching processing procedure including narrowing down a problem and presenting a case in the matching system 1 according to the embodiment of the present invention. 6 and 7 are screen examples displayed on the screen of the user terminal 21 of the organizational system 10 according to the embodiment of the present invention.

In the present embodiment, the person in charge a1 of the financial institution A1 knows that the business partner company A2 of the financial institution A1 in which the organizational system 20 is introduced has some problem, and operates the user terminal 21 of the organizational system 20. Then, the service provided by the matching system 1 shall be received. Then, the person in charge a1 of the financial institution A1 interactively uses the user terminal 21 in the interview with the person in charge a2 of the business partner company A2 while showing the screen of the user terminal 21 to the person in charge a2 of the business partner company A2. Through the act of narrowing down the issues, the company's issues are clarified, the true issues are identified, the case that is the solution to the issues, and another company that provides the issues (in the following embodiment, the organization is an organization in which the organizational system 30 is introduced). It is assumed that the business partner company B2) of the financial institution B1 is found.

Generally, the organizational system 20 is implemented in an IT system such as a financial institution system already introduced by the financial institution A1, and the person in charge a1 of the financial institution A1 is for starting the service by this business matching. The user terminal 21 selects the operation and the matching target organization that is the partner for business matching (step S11). In the present embodiment, for example, the person in charge a1 touches the "start button" for starting this service from the user terminal 21 that is also used normally. Subsequently, the person in charge a1 designates the organization of the other party to perform business matching on the touch panel of the user terminal 21 or the like (for example, select "financial institution B1" in which the organization system 30 is introduced), and the solution after selecting the problem (for example, select "financial institution B1" in which the organization system 30 is introduced). When presenting the list of cases corresponding to (Solution), only the cases provided by the business partner of the specified organization should be displayed.

The organization of the matching partner may be selected so that business matching can be performed not only within a specific other organization but also within the own organization (for example, with the own organization "financial institution A1" or "other organization". You may be able to specify all the organizations that have introduced the matching system 1 or a specific one or more organizations. In addition, this designation may be changed for each individual matching matter, or it is fixed in the system, for example, if the operation to specify the matching target organization is not performed in advance, business matching within the own organization is performed by default. You may do it. Further, this operation authority may be held only by the system administrator of the organization system, not by all the persons in charge of each organization.

When the person in charge a1 logs in to this service of the organizational system 20 by the process of step S11, as shown in the screen A of FIG. Is listed with a check box, and any one or more major classification tasks can be selected. Therefore, the person in charge a1 of the financial institution A1 selects the problem by checking an arbitrary problem (major classification problem) while confirming with the person in charge a2 of the business partner company A2 (step S12).

In the present embodiment, for example, on the screen A of the user terminal 21 shown in FIG. 6, "SDGs", "real estate / architecture", "finance / accounting / legal affairs", "personnel / general affairs / information system" ... The item is displayed with a check box. The display screen can be scrolled up and down using a scroll bar, etc., and the part that cannot be displayed on one screen can be moved up and down by moving the scroll bar, etc. to visually recognize the hidden part. be able to. Further, in the state shown on the screen A of FIG. 6, when the triangle mark next to the check box of any major classification task is clicked, the middle classification task belonging to the major classification task and its check box are displayed in an unselected state. Will be done. In addition, all of the tasks below the middle category task belonging to the major category task or only the tasks of a specific hierarchy may be displayed from the beginning in a non-selected state by default.

Here, when the person in charge a1 selects an arbitrary major classification task in the process of step S12, the task of the lower hierarchy of the hierarchical data corresponding to the designated major classification task (that is, the middle classification task and the minor classification task) becomes. All will be in the selected state. Therefore, the person in charge a1 narrows down the middle-classified tasks through the operation of deselecting the non-target tasks among the tasks displayed as the middle-classified tasks, that is, unchecking the check box (step S13).

For example, in the present embodiment, it is assumed that the person in charge a1 selects "personnel / general affairs / information system" from the displayed major categories of tasks in the process of step S12. At this time, a state is configured in which all the tasks in the lower hierarchy (that is, the middle classification task and the minor classification task) of the hierarchical data of the designated "personnel / general affairs / information system" are selected. Specifically, as shown in screen B of FIG. 6, the check box of the selected major classification task "personnel / general affairs / information system" shifts to the display indicating that it has been selected, and the space on the right side of the screen. All the tasks of the minor classification task, which is the lowest concept of the hierarchical data of the selected major classification task "personnel / general affairs / information system", are displayed. For example, as shown in screen B of FIG. 6, all the tasks b1, b2, b3, b4, b5 of the sub-classification task, which is the lowest concept of the hierarchical data of the selected major classification task "personnel / general affairs / information system". … Is displayed, and it is possible to provide with user-friendly specifications. In this case, if you click the triangle mark next to the check box of the major classification task, all the middle classification tasks belonging to the major classification task and their check boxes are displayed as shown in the display screen shown in screen C of FIG. Since it is displayed in the selected state, the person in charge a1 narrows down the middle classification task by performing an operation of removing the selection of the unnecessary middle classification task check box from this state.

Specifically, the above-mentioned task selection function of the processing unit 12 by the control unit 124 is a subordinate of the task in the hierarchical data to which the task belongs when any task other than the task representing the lowest concept is selected. The problem belonging to the hierarchy is configured to be selected, and the problem of the lowest concept is narrowed down through the operation of canceling the problem selection state by the user terminal. As a result, by allowing the user to remove unnecessary tasks from the fully selected state of the task of the concept one below the focused task, the user can read all the tasks of the subordinate concept, and the user can read it by then. It can lead to the emergence of potential issues that were not noticed.

In addition, there is a "close" button (for example, button 7a) in each of the displayed sub-classification task areas, and the selection state of the sub-classification task can be canceled by clicking this button or the like. As described above, in the present embodiment, in consideration of the convenience of the user, the sub-classification task, which is the lowest concept of the task in the selected state, is supplementarily displayed on a separate screen or the like. Since this will eventually search for a solution to one sub-category problem, it is possible to visually narrow down while referring to this auxiliary screen, and it is an effective problem especially from the state where it has been narrowed down to some extent. Can be narrowed down.

When the person in charge a1 selects an arbitrary middle classification task in the process of step S13, all the tasks in the lower hierarchy (that is, the minor classification task) of the hierarchical data corresponding to the designated middle classification task are selected. The sub-category task is narrowed down by deselecting the non-target task among the tasks displayed as the sub-category task, that is, by unchecking the check box or the like (step S14). For example, from the state of the display screen shown in the screen C of FIG. 7, all of the selected middle-classified tasks other than "recruitment / education" are deselected, and the only selected middle-classified task is selected. Deselect other sub-category tasks, leaving only the sub-category task "I want to assess human resources" out of multiple sub-category tasks in the lower hierarchy of the classification task "Recruitment / Education". By this operation, the tasks b1, b2, b4 ..., Which were the sub-classification tasks of the subordinate concept, disappear from the screen on the right side, and are currently selected as shown in the screen D of FIG. Only task b5 (I want to perform human resource assessment), which is a sub-category task, is displayed.

If all the tasks of the subordinate concept are deselected, the check of the task of the one superordinate concept is also unchecked. Further, when the "reset selection" button 7b at the bottom of the screen is pressed, the selected state of all the tasks is canceled, and the state returns to the state in which nothing is selected as shown in the screen A of FIG. In addition, by unchecking the subordinate concept task, the display of the check status of the subordinate concept is different between the state in which all the subordinate concept tasks are selected and the state in which some subordinate concept tasks are selected. Then, the user may be able to know what kind of selection state is in the selected state at a glance.

Then, the sub-classification task is narrowed down and displayed by the above processing (for example, b5 in the screen D of FIG. 7), and the sub-classification task which is the lowest concept has one or a plurality of solutions as described above. Is associated with, so an instruction to display the solution is given, and a summary list of solutions (cases) corresponding to the solution associated with the problem of the lowest-level concept in the selected state is displayed (step). S15). In the present embodiment, for example, the present process is executed by pressing the "narrow-down search" button 7c on the screen D of FIG. 7. Note that this button can be pressed only when the minor classification task is selected, and the minor classification task is selected before the major classification task is selected as shown in screen A in FIG. In this state, the button cannot be pressed (for example, the "reset selection" button 6a).

FIG. 8 is an image diagram of a list of cases displayed on the user terminal 21 according to the embodiment of the present invention. As shown in the screen E of FIG. 8, at this stage, a list is displayed, for example, in a banner image or the like so that the outline of the matter corresponding to the solution can be understood by text or an image or the like. After that, the person in charge a1 confirms the solution of the identified problem and requests business matching. Therefore, when the banner image or the like of each item displayed on the screen is clicked or the like, the screen transitions to the detailed screen (not shown) (step S16). As a result, the person in charge a1 can confirm the detailed contents of the solution and decide whether or not to request business matching. If there is only one specified sub-category problem, only the solution is displayed, but if two or more sub-category problems are still selected, all the cases corresponding to the solution to solve those problems are displayed. It will be displayed.

In the above embodiment, the case where the person in charge a1 of the financial institution A1 operates the user terminal 21 of the person in charge to perform business matching has been described, but the user terminal 22 is assigned to the specific business partner company A2 permitted by the organization. If it is provided, the person in charge a2 of the business partner company A2 may be able to directly perform the same operation as the person in charge a1 of the above-mentioned organization.

If the above-mentioned past cases do not exist, there are sub-category issues, but if there are no solution themes and projects associated with them (for example, sub-category issue 7), new solutions for the business partners of each organization. May occur. In such a case, by additionally registering the solution, it can be provided to this matching system. Usually, first, the person in charge of the company or the person in charge of the organization with which the company is a business partner informs the management company of which sub-category problem a new solution has occurred. Therefore, as a function of the processing unit 12 of the management server 10, a solution acquisition function for acquiring a new solution for a sub-classification problem representing the lowest-level concept from the outside and a sub-classification problem representing the lowest-level concept are associated with each other. , A solution update function for adding a new solution acquired from the outside to the storage unit 11 is provided. As a result, it is possible to increase opportunities for business matching between trading companies of the organization that introduces this system by sequentially adding new solutions to the system and enhancing it.

In addition, a new problem that is not registered in the matching system 1, that is, that is not included in the problem hierarchy data group may occur. Therefore, if there is a problem acquisition function for acquiring a new problem not included in the problem hierarchy data group from the outside and a solution for solving the new problem, the function of the processing unit 12 of the management server 10 is to solve the problem. A problem update function that updates the problem hierarchy data group by adding a new problem to a predetermined position of the hierarchy data group associated with the measure (for example, the position based on which hierarchy data belongs to which concept). Further prepare. As a result, if the desired problem cannot be found in the problem selection process, the problem hierarchy data group of the problem is enriched by adding the new problem to the system sequentially, and the problem of other companies that have the same potential problem. It can be useful for the manifestation of.

In the above-described embodiment, a financial institution that promotes business matching between business partners is described as an example, but the organization to which this system is introduced is not limited to financial institutions, but member companies. It can be applied even to various companies and organizations that have it.

Further, in the present embodiment, an example in which all or a part of the functions provided by the management server 10 are realized by the SAAS type cloud service has been described, but those functions are described by PaaS (Platform as a Service) and IaaS (Platform as a Service). It may be realized by a service provided via Infrastructure as a Service) or API (Application Programming Interface).

The configuration of the matching system 1 and the configurations of the management server 10 and the organizational systems 20 and 30 described in the present embodiment are examples, and may be changed within the scope of the present invention. Further, the processing flow of the management server 10 or the like is also an example, and it is possible to delete unnecessary processing steps, add new processing steps, or replace processing steps within the range not exceeding the scope of the present invention.

1 Matching system 10 Management server 11 Storage unit 12 Processing unit 20 Organization system 21-23 User terminal 30 Organization system 31-33 User terminal 40 Network 111 Main storage unit 112 Auxiliary storage unit 112A Problem database 112B Solution database 112C Matter database 121 Communication unit 122 Operation unit 123 Display unit 124 Control unit

Claims (7)

A matching system used by one or more organizations that perform business matching between a company that has a problem and a company that provides a solution to the problem.
A problem representing a higher-level concept is a parent node, one or more problems representing a lower-level concept is a child node, and a problem representing the highest-level concept is configured as a root node by linking the parent node and the child node. Hierarchical data group of tasks containing as many hierarchical data of tasks as the number of tasks representing multiple top-level concepts, and tasks representing the lowest-level concept located in the leaf node of the hierarchical data group. A storage means for storing one or more solutions for each of the above problems in association with each other.
The hierarchical data group of the task stored in the storage means is selectively output to an external terminal, and the tasks are sequentially output from the task representing the highest concept of the hierarchical data group of the task to the task representing the lowest concept. The task selection method to be selected by operating the terminal and
When the problem representing the lowest level concept is selected, the one or more solutions associated with the problem are output to the external terminal, and one solution is selected by the operation of the external terminal. Solution selection method and
It is provided with a selection means for selecting which organization's business partner company is included in business matching with a company that provides a solution to the above problem by operating the external terminal.
The solution selection means is a case where the problem representing the lowest concept selected by the problem selection means is a problem associated with a solution provided by a business partner of an organization not selected by the selection means. , The solution is a matching system characterized in that it does not output to the external terminal . The task selection means constitutes a state in which all the tasks belonging to the lower hierarchy of the task in the hierarchical data to which the task belongs are selected when any task other than the task representing the lowest concept is selected. The matching system according to claim 1, wherein the task of the lowest-level concept is narrowed down through an operation of canceling the selection state of the task by the external terminal. A task acquisition means for acquiring a new task that is not included in the hierarchical data group of the task from the outside,
If there is a solution that solves the new problem, a problem updating means for adding the new problem to a predetermined position of the hierarchical data group associated with the solution and updating the hierarchical data group of the problem is provided. The matching system according to claim 1 or 2, further comprising. A solution acquisition means for acquiring a new solution for a problem representing the lowest-level concept from the outside,
The matching system according to any one of claims 1 to 3, further comprising a solution updating means for adding the new solution in association with a problem representing the lowest level concept. The matching system according to claim 1 , wherein the selection means can select which organization's business partners are included in one or a plurality of other organizations for each business matching event. Used in one or more organizations that perform business matching between a company that has a problem and a company that provides a solution to the problem, the problem that represents the upper concept is the parent node, and the problem that represents the lower concept is one or more. By linking the parent node and the child node as child nodes, the hierarchical data of the task forming a multi-layered tree structure in which the task representing the top-level concept is configured as the root node represents a plurality of top-level concepts. The hierarchical data group of the problem including the number of the problems and one or more solutions for solving the problem are stored in association with each of the problems representing the lowest level concept located in the leaf node of the hierarchical data group. It is a matching method in a matching system equipped with a database.
The hierarchical data group of the task stored in the database is selectively output to the external terminal, and the tasks are sequentially output to the external terminal from the task representing the highest concept of the hierarchical data group of the task to the task representing the lowest concept. The task selection process to be selected by the operation of
When a problem representing the lowest level concept is selected, the one or more solutions associated with the problem are output to the external terminal, and one solution is selected by operating the external terminal. Solution selection process to make
It has a selection process of selecting which organization's business partner company is included in business matching with a company that provides a solution to the above problem by operating the external terminal.
In the solution selection process, when the problem representing the lowest concept selected by the problem selection process is a problem associated with a solution provided by a business partner of an organization not selected by the selection process. , The solution is a matching method characterized in that it does not output to the external terminal . Used in one or more organizations that perform business matching between a company that has a problem and a company that provides a solution to the problem, the problem that represents the upper concept is the parent node, and the problem that represents the lower concept is one or more. By linking the parent node and the child node as child nodes, the hierarchical data of the task forming a multi-layered tree structure in which the task representing the top-level concept is configured as the root node represents a plurality of top-level concepts. The hierarchical data group of the problem including the number of the problems and one or more solutions for solving the problem are stored in association with each of the problems representing the lowest level concept located in the leaf node of the hierarchical data group. For a matching system with a database
The hierarchical data group of the task stored in the database is selectively output to the external terminal, and the tasks are sequentially output to the external terminal from the task representing the highest concept of the hierarchical data group of the task to the task representing the lowest concept. The task selection procedure to be selected by the operation of
When a problem representing the lowest level concept is selected, the one or more solutions associated with the problem are output to the external terminal, and one solution is selected by operating the external terminal. Solution selection procedure and
Computer reading to execute a selection procedure that allows the operation of the external terminal to select which organization's business partners are included in one or more other organizations in business matching with a company that provides a solution to the problem. It ’s a possible program,
In the solution selection procedure, when the problem representing the lowest level concept selected by the problem selection procedure is a problem associated with a solution provided by a business partner of an organization not selected by the selection procedure. , The solution is a computer readable program characterized in that it does not output to the external terminal .

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