JP7183640B2 - Information processing device, information processing system and program - Google Patents

Description

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

You may be asked to provide personal information. For example, when considering purchasing a company's service or product, there are cases where personal information is requested to be provided through a questionnaire or the like at a store or the like. A company that has received personal information may use the personal information to provide or propose services or products.

As a technique for managing customer information, Patent Literature 1 describes a system in which customer information is centrally managed by a management server and necessary customer information is transmitted to each company.

Patent Literature 2 describes a questionnaire system aimed at improving the collection rate of questionnaires and the quality of the content of responses.

Patent Literature 3 describes a system that associates and manages business card identification information obtained by reading a business card and questionnaire information entered in a questionnaire answer column.

JP 2005-250665 A JP 2014-21736 A JP 2003-291565 A

By the way, it is conceivable that a person (for example, a customer, etc.) who provides personal information does not want to provide personal information to a party with whom he/she is not expected to have a relationship. In addition, it is conceivable that a person (for example, a company, etc.) who receives personal information does not want to receive personal information from a party with whom he or she is not supposed to have a relationship. In other words, there is a possibility that personal information may be exchanged unnecessarily between a person who provides personal information and a person who receives personal information. For example, when personal information is provided regardless of the relationship between a device that provides personal information and a device that receives personal information, such unnecessary exchanges may occur.

An object of the present invention is to prevent unnecessary provision of personal information compared to the case where personal information is provided regardless of the distance between a device possessed by a person who provides personal information and a device that receives provision of personal information. It is to suppress what is done.

The invention according to claim 1 is a first terminal device of a first user who provides personal information, a second terminal device of a second user, and a distance between the first terminal device and the second terminal device. is equal to or less than the threshold, the personal information is displayed on the display means of the second terminal device, and if the distance exceeds the threshold, the personal information is displayed even if there is a request from the second terminal device. and a management device for managing the personal information, wherein the first terminal device includes terminal identification information for identifying the second terminal device of the second user; By reading the code information including the information for accessing the questionnaire information indicating the affiliation of the second user, the questionnaire information is accessed, and the answer information indicating the first user's answer to the questionnaire is obtained. to the management device, the management device stores the personal information of the first user and the answer information of the first user in association with the second user, and the control means receives from the management device and the information processing system for acquiring the personal information and the answer information of the first user linked to the second user and displaying them on the display means.

In the invention according to claim 2 , the management device further stores reply information indicating the first user's reply to a questionnaire regarding an organization other than the organization to which the second user belongs, and the first terminal device a first function for displaying the personal information when the distance between the device and the second terminal device becomes equal to or less than the threshold; and a second function for displaying the answer information of, and when the execution of the first function is instructed by the second user, between the first terminal device and the second terminal device When the distance between the two becomes equal to or less than the threshold value, the control means displays the personal information of the first user on the display means, and when execution of the second function is instructed by the second user, The control means acquires from the management device answer information regarding the questionnaire answered by the first user and displays it on the display means, and does not display the personal information of the first user on the display means. An information processing system according to claim 1 characterized by the above.

According to the third aspect of the invention, the control means further controls access authority to the personal information when the code information read by the first terminal device in the past is read again by the first terminal device. 3. The information processing system according to claim 1 , wherein a process for changing is executed.

According to the invention of claim 1 , the personal information is provided regardless of the distance between the device owned by the person who provides the personal information and the device that receives the personal information. It is possible to suppress unnecessary provision.

According to the first aspect of the invention, unnecessary provision of personal information can be suppressed compared to the case where personal information is provided regardless of the connection between the first user and the second user. can be done.

According to the second aspect of the invention, answers to questionnaires can be provided while preventing provision of personal information.

According to the third aspect of the invention, the access right can be changed by reading the code information again.

1 is a block diagram showing the configuration of an information processing system according to an embodiment of the present invention; FIG. It is a figure which shows a company information management table. It is a figure which shows a person-in-charge information management table. It is a figure which shows a customer information management table. It is a figure which shows an access right management table. It is a figure which shows the flowchart which shows the registration process of a questionnaire. FIG. 3 shows a business card containing an access code; It is a figure which shows the flowchart which shows a customer's initial registration process. It is a figure which shows a questionnaire input screen. It is a figure which shows the flowchart which shows a browsing process. It is a figure which shows the flowchart which shows a registered process. FIG. 10 is a diagram showing a flowchart showing processing when used by another company; It is a figure which shows a questionnaire input screen. It is a figure which shows the flowchart which shows the process at the time of correspondence of another person in charge. It is a figure which shows the flowchart which shows an input content management process. It is a figure which shows a questionnaire input screen. It is a figure which shows an access right setting screen. It is a figure which shows the flowchart which shows a confidential information browsing process.

An information processing system according to an embodiment of the present invention will be described with reference to FIG. FIG. 1 shows an example of an information processing system according to this embodiment.

The information processing system according to this embodiment includes a management device 10 , a company terminal device 12 , a terminal device 14 and a customer terminal device 16 . A plurality of company terminal devices 12 and a plurality of customer terminal devices 16 may be included in the information processing system. Each device has the ability to communicate with other devices. The company terminal device 12, the terminal device 14 and the customer terminal device 16 communicate with the management device 10 via communication paths such as the Internet or other networks.

The management device 10 is a device that manages company information, customer information, questionnaire information, etc., and provides information to the company terminal device 12 and the customer terminal device 16 .

The company terminal device 12, the terminal device 14, and the customer terminal device 16 are devices such as PCs (personal computers), smart phones, and mobile phones, for example.

A company terminal device 12 as an example of an information processing device is a terminal device used by a person in charge of a company (for example, a sales person). The terminal device 14 is a terminal device used by companies. Note that the enterprise terminal device 12 may be used as the terminal device 14 . The customer terminal device 16 is a terminal device used by the customer. Each of the company terminal device 12 and the customer terminal device 16 has a function (for example, a GPS (Global Positioning System) function, etc.) of acquiring location information of its own device.

The customer terminal device 16 corresponds to an example of a first terminal device, the company terminal device 12 corresponds to an example of a second terminal device, and the customer (user) using the customer terminal device 16 corresponds to an example of a first user. Correspondingly, the person in charge (user) who uses the company terminal device 12 corresponds to an example of the second user.

In this embodiment, as an example, information indicating questionnaire items created by a company is registered in the management device 10 . Also, information (response information) indicating customer responses to questionnaire items is registered in the management device 10 . Also, customer information and the like including information indicating answers to questionnaires are sent from the management device 10 to the company terminal device 12 and displayed on the company terminal device 12 .

The configuration of the management device 10 will be described in detail below.

The information management unit 18 receives requests for processing such as registration, update, deletion, or browsing of information, and updates and transmits information stored in the customer information management DB (database) 20 and the company information management DB (database) 22. It is configured to transmit information to the destination. The information management section 18 functions as a communication interface section, and has a function of receiving information sent from other devices and transmitting the information to other devices.

The customer information management DB 20 is a storage area for storing customer information. Customer information includes, for example, identification information for identifying a customer, attribute information indicating attributes of the customer, and the like. Attribute information includes customer-specific information (so-called personal information) such as the customer's name, date of birth, gender, age, address, e-mail address, electric field number, etc. and information (questionnaire response information) indicating the content of the customer's response.

The company information management DB 22 is a storage area for storing company information and person-in-charge information. The company information includes, for example, identification information for identifying a company, and the person-in-charge information includes identification information for identifying an employee belonging to the company (for example, an employee such as a salesperson).

A specific implementation method of the customer information management DB 20 and the company information management DB 22 is not particularly limited. Each storage area may be, for example, a logical partition or logical drive set in a storage device (hard disk, memory, etc.). Alternatively, a plurality of storage devices (physical drives) may be provided in the management device 10, and each physical drive may be defined as a separate storage area. Also, the various storage areas illustrated above may be used in combination.

The issuing unit 24 is configured to issue an access code. The access code includes, for example, company information, access information for accessing a questionnaire prepared by the company, person in charge information, company terminal information for identifying the company terminal device 12, and the like. The access information is, for example, address information (for example, URL) for accessing information such as a web page on which a questionnaire is posted.

The location information management unit 26 is configured to acquire location information of the terminal device. For example, the location information management unit 26 acquires location information of each of the company terminal device 12 and the customer terminal device 16 .

The anonymity processing unit 28 is configured to delete information that can identify a customer from customer information.

The access right management DB (database) 30 is a storage area for storing information indicating the access right for each company or the access right for each person in charge with respect to customer information.

The configuration of the enterprise terminal device 12 will be described in detail below.

The communication unit 12a is a communication interface and has a function of communicating with other devices. The communication may be wireless communication or wired communication. The UI section 12b is a user interface section and includes, for example, a display section and an operation section. The display unit is, for example, a display device such as a liquid crystal display or an organic EL display. The operation unit is an input device such as a keyboard. A user interface unit (for example, a touch panel or the like) having both a display unit and an operation unit may be used as the UI unit 12b. The storage unit 12c is a storage device (eg, hard disk drive, memory, etc.) that stores various information. The control unit 12 d is configured to control each unit of the enterprise terminal device 12 . For example, the control unit 12d controls communication by the communication unit 12a, controls display of various information on the UI unit 12b (display unit), controls reception of information input via the UI unit 12b (operation unit), and controls the storage unit. 12c, read control of information from the storage unit 12c, and the like. Note that the control unit 12d corresponds to an example of control means.

The terminal device 14 and the customer terminal device 16 also have a communication section 12a, a UI section 12b, a storage section 12c, and a control section 12d, like the enterprise terminal device 12. FIG. It should be noted that there may be differences in configuration and functions between terminal devices.

Processing of the information processing system according to the present embodiment will be described in detail below.

Information stored in the enterprise information management DB 22 will be described with reference to FIGS. 2 and 3. FIG.

FIG. 2 shows an example of a company information management table. Data of the enterprise information management table are stored in the enterprise information management DB 22 . In the company information management table, for example, company IDs, information indicating company names, employee IDs, information indicating questionnaire items, customer IDs, and customer terminal information are associated with each other. A company ID is an example of identification information for identifying a company that has registered questionnaire items in the management device 10 . The company name is the name of the company. The employee ID is an example of identification information for identifying an employee (employee) belonging to the company. Questionnaire items are created by the company and registered in the management device 10 . The customer ID is an example of identification information for identifying customers who have responded to questionnaire items created by the company. The customer terminal information is identification information for identifying the customer terminal device 16 used by the customer (for example, information such as an IP address or MAC address may be used).

As will be described later, when a company prepares questionnaire items and gives a registration instruction to the management device 10, the ID of the company, the name of the company, the ID of the employee to whom the company belongs, and the questionnaire items are registered with the company. Registered in the information management table. One questionnaire item may be registered, or a plurality of questionnaire items may be registered. One employee may be registered as an employee belonging to the company, or a plurality of employees may be registered. As will be described later, when a customer answers a questionnaire using the customer terminal device 16, the customer ID and the customer terminal information for identifying the customer terminal device 16 are used to create the questionnaire. It is linked to the registered company and registered in the company information management table.

Questionnaire items common to a plurality of companies (same questionnaire items) may be registered in the company information management table. When a customer inputs responses to common questionnaire items, the input response information is used between companies.

FIG. 3 shows an example of a person-in-charge information management table. Data of the person-in-charge information management table is stored in the company information management DB 22 . In the person in charge information management table, for example, an identifier, information indicating the name of the person in charge (employee), an employee ID, an affiliated company ID, a customer ID, company terminal information, and a password are associated with each other. attached. The affiliated company ID is the ID of the company to which the person in charge belongs. The customer ID is an example of identification information for identifying the customer who accessed the questionnaire using the access code presented by the person in charge. The company terminal information is identification information (for example, information such as an IP address or MAC address may be used) for identifying the company terminal device 12 used by the person in charge. The password is authentication information (for example, login information) for logging into the management device 10 .

Information stored in the customer information management DB 20 will be described with reference to FIG. FIG. 4 shows an example of a customer information management table. The data of the customer information management table are stored in the customer information management DB20. In the customer information management table, for example, the customer ID, information indicating the customer name, contact company ID, contact employee ID, questionnaire response information, customer terminal information, and information indicating the last change date and time are mutually linked. are mapped. A customer ID is an example of identification information for identifying a customer. The contact company ID is identification information for identifying the company that created the questionnaire answered by the customer. The contact employee ID is identification information for identifying the employee (employee) who provided the customer with information for accessing the questionnaire answered by the customer. The questionnaire response information is information indicating the content of the customer's response to the questionnaire prepared by the company. Further, the questionnaire answer information includes information indicating the questionnaire item for which the questionnaire answer information is input. The customer terminal information is information for identifying the customer terminal device 16 used by the customer. The date and time of last change is the last date and time when the customer information about the customer was changed. As will be described later, when a customer answers a questionnaire, the customer information of the customer is registered in the customer information management table.

Information stored in the access right management DB 30 will be described with reference to FIG. FIG. 5 shows an example of an access right management table. Data of the access right management table is stored in the access right management DB 30 . In the access right management table, for example, access right control IDs, customer IDs, information indicating details of access rights, and information indicating change dates and times are associated with each other. A customer ID is an example of identification information for identifying a customer who has set access rights. An access right is an authority for accessing customer information. Different access rights may be set for each person in charge, or different access rights may be set for each company. As the access right, for example, the authority to disclose customer information to all companies or to disclose customer information to a specific company is determined. The date and time of change is the date and time when the access right was changed.

The questionnaire registration process will be described below with reference to FIG. FIG. 6 shows a flowchart showing the registration process.

First, the person in charge of registration of the company uses the terminal device 14 to register the questionnaire items, the person in charge (employee, employee), and the company terminal information for identifying the company terminal device 12 linked to the person in charge. An instruction is given (step S01). Information indicating questionnaire items, person in charge information, company information, and company terminal information are transmitted from the terminal device 14 to the management device 10 .

Next, the information management unit 18 registers the information sent from the terminal device 14 of the company in the company information management DB 22 (step S02). For example, the information management unit 18 registers company IDs, company names, employee IDs, and questionnaire items in the company information management table shown in FIG. and company terminal information are registered in the person-in-charge information management table shown in FIG. Each ID may be created by the information management unit 18 or may be created by the terminal device 14 of the company.

Next, the issuing unit 24 sends company information, access information for accessing the questionnaire created by the company (for example, address information such as URL), person in charge information, and company terminal information linked to the person in charge. Acquire from the information management DB 22 and create an access code including the information (step S03). Further, the issuing unit 24 creates login information indicating a password for logging in to the management device 10 (step S03). The information management unit 18 associates the login information (password) with the person in charge and registers it in the company information management DB 22 (person in charge information management table). When multiple persons in charge are registered in the enterprise information management DB 22, the issuing unit 24 creates an access code and login information for each person in charge.

The access information may be created by the issuing unit 24 or may be created by the terminal device 14 of the company. For example, the issuing unit 24 may select unused access information from a group of access information created in advance as the access information for accessing the questionnaire, or the company's registration staff may select the terminal device 14 may be used to create address information.

The information management unit 18 transmits the access code and login information of each person in charge to the terminal device 14 of the company.

The person in charge of registration of the company creates a business card including an access code for each person in charge (step S04). The access code and login information may be sent to the company terminal device 12 of each person in charge, and then a business card including the access code may be created.

Here, referring to FIG. 7, the created business card will be described. FIG. 7 shows an example of a business card containing an access code. The business card 32 describes the company name, the name of the person in charge, the access code 34, and the like. The access code 34 is the company information, the address information (for example, URL) for accessing the web page on which the questionnaire created by the company is posted, the person in charge information, and the company terminal information linked to the person in charge. is the coded information. A business card 32 is created for each person in charge. That is, a business card 32 is created on which a different access code 34 is written for each person in charge.

The initial customer registration process will be described below with reference to FIG. FIG. 8 shows a flowchart showing the initial registration process.

A customer receives a business card with an access code (eg, business card 32 shown in FIG. 7) from a company representative (eg, a sales representative) (step S10). For example, it is assumed that the customer receives a business card when the customer visits the store of the company, or when the person in charge visits the customer.

Next, the customer uses the customer terminal device 16 to read the access code 34 written on the business card 32 (step S11). For example, the customer terminal device 16 has a camera, and the access code 34 is photographed by the camera. For example, the customer terminal device 16 is installed with a program for decoding, and the customer terminal device 16 has a decoding function. The customer terminal device 16 applies decoding processing to the photographed access code 34, and converts the access code 34 into company information and access information (for example, an address such as a URL) for accessing a questionnaire prepared by the company. information), the person in charge information, and the company terminal information linked to the person in charge.

When the customer terminal device 16 accesses the address (for example, URL) indicated by the access information, an approval screen indicating that the customer terminal information of the customer terminal device 16 will be transmitted to the management device 10 is displayed on the display unit of the customer terminal device 16. is displayed (step S12).

The approval screen displays an approval button for approval of transmission of the customer terminal information. When the customer presses (for example, clicks) the approval button, the customer terminal device 16 receives the customer terminal information and the information read from the access code 34 (company information, person in charge information, and company terminal information ) to the management device 10 (step S13). Information indicating the address of the management device 10 may be coded and included in the access code 34, or may be linked to the approval button. The customer terminal device 16 transmits customer terminal information to the management device 10 using the address.

If the customer does not press the approval button, the customer terminal information and the like are not transmitted to the management device 10 . For example, if the approval button is not pressed within a predetermined time, the process ends and the approval screen disappears.

When receiving the customer terminal information from the customer terminal device 16, the information management unit 18 determines whether or not the customer has already been registered in the management device 10 (step S14). Specifically, the information management unit 18 determines whether the customer terminal information has already been registered in the customer information management DB 20 (specifically, the customer information management table shown in FIG. 4).

If the customer terminal information has already been registered in the customer information management DB 20 (step S14, Yes), the processing shifts to registered processing. Registered processing will be described later. As a case where the customer terminal information has already been registered in the customer information management DB 20, for example, a case where the customer has answered a questionnaire of another company can be considered.

If the customer terminal information is not registered in the customer information management DB 20 (step S14, No), a questionnaire input screen is displayed on the customer terminal device 16 (step S15). That is, if the customer has never answered a questionnaire provided by the management device 10 (a questionnaire created by the company), a questionnaire input screen is displayed on the customer terminal device 16 .

To explain in detail, first, based on the company information sent from the customer terminal device 16, the information management unit 18 reads the business card 32 (for example, XX real estate). Next, the information management unit 18 acquires questionnaire items linked to the company (XX real estate) from the company information management DB 22 (company information management table), and creates information for a questionnaire input screen including the questionnaire items. do. The information management unit 18 then transmits the information on the questionnaire input screen to the customer terminal device 16 . As a result, the display unit of the customer terminal device 16 displays a questionnaire input screen including questionnaire items created by the company (XX Real Estate) written on the business card 32 .

Here, the questionnaire input screen will be described with reference to FIG. FIG. 9 shows an example of a questionnaire input screen. The questionnaire input screen 36 displays questionnaire items prepared by the company (XX Real Estate) written on the business card 32 . For example, entry fields for name, date of birth, address, annual income, and desired housing are displayed on the questionnaire entry screen 36 as questionnaire items. In addition, input fields such as gender, telephone number, and e-mail address may be displayed on the questionnaire input screen 36 as questionnaire items.

The customer uses the customer terminal device 16 to input responses to each questionnaire item (step S16).

When the customer presses the completion button on the questionnaire entry screen 36 , the customer terminal device 16 transmits to the management device 10 answer information indicating the answers to the questionnaire entered by the customer.

The information management unit 18 registers the questionnaire response information sent from the customer terminal device 16 in the customer information management DB 20 (customer information management table) (step S17). In this way, the questionnaire response information is stored in the management device 10 without being stored in the device of the company that created the questionnaire.

More specifically, the information management unit 18 stores the customer ID, the customer name, the contact company ID that is the ID of the company (XX real estate) indicated by the company information sent from the customer terminal device 16, the customer terminal Contact employee ID that is the ID of the person in charge indicated by the person in charge information sent from the device 16, questionnaire response information (including information indicating the questionnaire items for which the response information was input), customer terminal information, and last change Information indicating the date and time are associated with each other and registered in the customer information management DB 20 (customer information management table). The contact company is the company (XX real estate) that created the questionnaire answered by the customer. The contact employee is the person in charge who gave the business card 32 to the customer. That is, the customer, the person in charge who handed the business card 32 to the customer, the company described on the business card 32, and the answers to the questionnaire prepared by the company are registered in association with each other.

In addition, the information management unit 18 associates the contact company ID (company ID), the company name, the contact employee ID (employee ID), the customer ID, and the customer terminal information with each other to obtain company information. Register in the management DB 22 (company information management table). In addition, the information management unit 18 associates the name of the contact employee, the contact employee ID (employee ID), the affiliated company ID, the customer ID, the company terminal information, and the password with each other, user information management table). That is, the company (XX real estate), the person in charge who handed the business card 32 to the customer, and the customer who responded to the questionnaire prepared by the company are registered in association with each other.

Hereinafter, with reference to FIG. 10, a process (browsing process) for a person in charge of a company to browse customer information will be described. FIG. 10 shows a flowchart showing the browsing process.

The person in charge accesses the management device 10 using his own company terminal device 12 (step S20). For example, when a person in charge uses the company terminal device 12 to request access to the management device 10, the company terminal device 12 sends the person in charge information (e.g., employee ID) of the person in charge and the information associated with the person in charge. The received login information (password) is sent to the management device 10 to request login to the management device 10 . If the login information associated with the person in charge is registered in the company information management DB 22 (person in charge information management table), the login is successful, and the processes from step S21 onward are executed. If the login information associated with the person in charge is not registered in the company information management DB 22, the login fails, the process after step S21 is not performed, and the process ends.

If the login is successful, the information management unit 18 creates information for a mode selection screen for selecting a viewing mode, and transmits the information for the mode selection screen to the enterprise terminal device 12 . The mode selection screen is displayed on the display unit of the enterprise terminal device 12 .

Here, the browsing mode will be described. As an example of the browsing mode, an interview content confirmation mode, a registered content confirmation mode, and a secret information content confirmation mode are defined. In the interview content confirmation mode, the customer terminal device 16 whose distance from the company terminal device 12 is within a predetermined threshold is specified, and the customer's questionnaire response information linked to the customer terminal device 16 is displayed. is. The registered content confirmation mode is a mode for displaying customer information that is always open to the person in charge and the company. The confidential information content confirmation mode is a mode for displaying customer information from which information that can identify an individual customer is excluded.

The subsequent processing will be described below.

The person in charge selects the viewing mode on the mode selection screen displayed on the company terminal device 12 (step S21). The company terminal device 12 transmits information indicating the browsing mode selected by the person in charge to the management device 10 . The information management unit 18 confirms the viewing mode selected by the person in charge.

If the person in charge selects the content confirmation mode at the time of interview (step S22, Yes), the information management unit 18 retrieves the company terminal information linked to the person in charge who accessed the management device 10 from the company information management DB. , acquires the customer terminal information of the customer associated with the person in charge (step S23). More specifically, the information management unit 18 acquires the company terminal information linked to the person in charge (employee ID) from the person in charge information management table (see FIG. 3), ), acquire the customer terminal information of the customer linked to the person in charge (employee ID). The information manager 18 then outputs the information to the position information manager 26 .

The location information management unit 26 acquires the location information of the company terminal device 12 from the company terminal device 12 indicated by the company terminal information, and acquires the location information of the customer terminal device 16 from the customer terminal device 16 indicated by the customer terminal information. get. For example, the location information management unit 26 transmits information indicating a request to acquire location information to the company terminal device 12 and the customer terminal device 16, and responds to the acquisition request by the company terminal device 12 and the customer terminal device 16. Location information is acquired from each of the customer terminal devices 16 . When a plurality of pieces of customer terminal information are associated with the person in charge, the location information management unit 26 acquires location information from each of the plurality of customer terminal devices 16 .

Next, the position information management unit 26 identifies the positional relationship between the company terminal device 12 and each customer terminal device 16 based on the respective position information of the company terminal device 12 and the customer terminal device 16 . Then, the position information management unit 26 specifies the customer terminal device 16 whose distance from the company terminal device 12 is equal to or less than the threshold, and outputs the customer terminal information of the customer terminal device 16 to the information management unit 18 (step S24). Note that the threshold is a predetermined value and may be changed by an administrator, a person in charge, or the like.

The information management unit 18 acquires the questionnaire response information group linked to the customer terminal information from the customer information management DB 20 (customer information management table), and from the enterprise information management DB 22 (enterprise information management table), Acquire information indicating the questionnaire item group linked to the company to which the person belongs. Then, the information management unit 18 transmits to the enterprise terminal device 12 the questionnaire answer information for the questionnaire items that match each other in the questionnaire answer information group and the questionnaire item group (step S25). That is, the information management unit 18 identifies one or more questionnaire items to which the customer has answered the questionnaire in the questionnaire item group, and sends the questionnaire answer information corresponding to the one or more questionnaire items to the corporate terminal. Send to device 12 .

The questionnaire response information sent from the information management unit 18 is displayed on the company terminal device 12, and the person in charge confirms the responses to the questionnaire (step S26).

As described above, in the interview content confirmation mode, the customer information of the customer associated with the customer terminal device 16 whose distance from the company terminal device 12 is equal to or less than the threshold value is displayed on the company terminal device 12, The customer information of the customer associated with the customer terminal device 16 whose distance from the device 12 exceeds the threshold is not displayed on the company terminal device 12 . By doing so, customer information such as customer personal information and questionnaire response information is provided to the company terminal device 12 regardless of the distance between the company terminal device 12 and the customer terminal device 16. unnecessary provision of For example, when the distance between the company terminal device 12 and the customer terminal device 16 exceeds a threshold, even if the client information display request is given from the company terminal device 12 to the management device 10, the customer information is It is not displayed on the terminal device 12.

When the distance between the company terminal device 12 and the customer terminal device 16 exceeds the threshold value, the information management unit 18 sends the customer information display request of the customer linked to the customer terminal device 16 from the company terminal device 12. It does not have to be accepted. Also in this case, the customer information is not displayed on the company terminal device 12 .

For example, a situation in which a person in charge visits a customer and meets with a customer, a situation in which a customer visits a shop of a company to which the person in charge belongs and meets with a person in charge, etc., is the same as the company terminal device 12 and the customer terminal device. 16 is below the threshold. In such a situation, it is assumed that the person in charge and the customer are interested in each other. Under such circumstances, the customer information of the customer is provided to the enterprise terminal device 12, so that the customer information is provided to the person (person in charge) with whom the customer is assumed to have a relationship, and the person in charge Customer information can be provided from a partner (customer) who is assumed to have a relationship.

As in step S23 above, the customer terminal information of the customer linked to the person in charge is acquired, and the customer information of the customer linked to the person in charge is sent to the company terminal device 12 of the person in charge. The customer information of the customer that is displayed and not linked to the person in charge is not displayed on the company terminal device 12 of the person in charge. That is, when a customer linked to the customer terminal device 16 is linked to a person in charge linked to the company terminal device 12 and registered, the distance between the customer terminal device 16 and the company terminal device 12 is When the distance is below the threshold, the customer information is displayed on the company terminal device 12, but if the customer is not registered in association with the person in charge, even when the distance is below the threshold, Customer information is not displayed on the company terminal device 12 . In this way, the customer information of the customer is not displayed on the company terminal device 12 of the person in charge who is not linked to the customer. Unnecessary provision of customer information is suppressed compared to the case of providing customer information.

When the registered content confirmation mode is selected by the person in charge (step S22, No, step S27, Yes), the information management unit 18 refers to the access right management DB 30 (the access right management table shown in FIG. 5). By doing so, the customer whose customer information is always open to the person in charge and the company is specified (step S28).

Next, the information management unit 18 acquires the questionnaire response information group linked to the customer from the customer information management DB 20 (customer information management table), Acquire information indicating the questionnaire item group linked to the company to which the person in charge belongs. Then, the information management unit 18 transmits to the enterprise terminal device 12 the questionnaire answer information for the questionnaire items that match each other in the questionnaire answer information group and the questionnaire item group (step S29). The questionnaire response information sent from the information management unit 18 is displayed on the company terminal device 12, and the person in charge confirms the responses to the questionnaire (step S26).

When the secret information content confirmation mode is selected by the person in charge (step S22, No, step S27, No), the process shifts to the secret information browsing process.

The registered processing will be described below with reference to FIG. FIG. 11 shows a flowchart showing the registered processing. The registered process is the process after "Yes" in step S14.

The information management unit 18 confirms whether the company indicated by the company information read from the access code 34 is the company that created the questionnaire accessed by the customer in the past (step S30). More specifically, the information management unit 18 adds the company information (contact information) read from the access code 34 to the customer terminal information of the customer who executed the access code 34 reading process in the customer information management DB 20 (customer information management table). company ID) is linked. When company information linked to the customer terminal information is registered in the customer information management DB 20, the company indicated by the company information corresponds to the company that created the questionnaire accessed by the customer in the past.

If the company corresponds to a company that has created a questionnaire that the customer has accessed in the past (step S30, Yes), the information management unit 18 determines that the person in charge who handed the business card 32 to the customer has It is confirmed whether or not the person in charge has responded (step S31). More specifically, the information management unit 18 associates the customer terminal information of the customer with the person in charge information (contact employee ID) read from the access code 34 in the customer information management DB 20 (customer information management table). check whether there is In the customer information management DB 20, when the person in charge information associated with the customer terminal information is registered, the person in charge indicated by the person in charge information corresponds to the person in charge who dealt with the customer in the past. The person in charge who has responded to the customer in the past is the person in charge who has given the customer a business card of the person in charge in the past, and the access code used by the customer to answer the questionnaire is recorded. It is the person in charge who is associated with the business card that is attached.

If the person in charge has dealt with the customer in the past (step S31, Yes), the processing shifts to input content management processing. In other words, when the access code read by the customer terminal device 16 in the past is read again by the customer terminal device 16, the processing shifts to the input content confirmation processing. The input content confirmation process is a process for confirming already input questionnaire response information and setting access rights.

If the company does not correspond to the company that created the questionnaire accessed by the customer in the past (step S30, No), the process proceeds to process A. Process A is a process at the time of use by a company other than the company in question. If the company does not correspond to the company that created the questionnaire that the customer has accessed in the past, it means that the company corresponds to a company different from the company that the customer has used in the past. In this case, processing A for use by another company is executed.

If the person in charge has not dealt with the customer in the past (step S31, No), the process proceeds to process B. Processing B is processing when a person in charge other than the person in charge who has responded in the past at the same company responds. The fact that the person in charge is not the person in charge who has dealt with the customer in the past means that the person in charge is a different person from the person in charge who has dealt with the customer in the past. The customer has accessed the same company's questionnaire multiple times. In this case, the process B for dealing with another person in charge is executed.

Processing A will be described below with reference to FIG. FIG. 12 shows a flowchart showing the process A. FIG.

The information management unit 18 acquires from the customer information management DB 20 (customer information management table) a questionnaire answer information group (information indicating answers to questionnaires prepared by other companies) linked to the customer terminal information of the customer. (Step S40).

Next, a questionnaire input screen is displayed on the customer terminal device 16 (step S41). To explain in detail, first, based on the company information sent from the customer terminal device 16, the information management unit 18 identifies the company on the business card 32 with the access code 34 read by the customer terminal device 16. . Next, the information management unit 18 acquires a group of questionnaire items linked to the company from the company information management DB 22 (company information management table), and creates information for a questionnaire input screen including the group of questionnaire items. In addition, the information management unit 18 identifies one or more questionnaire items that match each other in the questionnaire answer information group and the questionnaire item group, and adds the questionnaire item to the one or more questionnaire items in the questionnaire input screen. Enter your answer information. That is, the information management unit 18 identifies one or more questionnaire items to which the customer has already answered the questionnaire in the questionnaire item group, and sends the questionnaire response information corresponding to the one or more questionnaire items, Enter the one or more questionnaire items on the questionnaire input screen. In this way, the information management unit 18 creates information on the questionnaire input screen in which the questionnaire answer information already input by the customer regarding another company is displayed. The information management unit 18 transmits the information on the questionnaire input screen to the customer terminal device 16 . As a result, the questionnaire input screen is displayed on the display section of the customer terminal device 16 . Questionnaire response information that has already been entered in the past has already been entered.

Here, the questionnaire input screen will be described with reference to FIG. FIG. 13 shows an example of a questionnaire input screen. The questionnaire input screen 38 displays the questionnaire items created by the company written on the business card 32 . In addition, if a customer has already entered a response to a questionnaire item created by another company that is the same as the questionnaire item created by the company, the questionnaire item will not be entered in relation to the other company. displayed. For example, regarding name, date of birth, and address, the customer has entered answers in a questionnaire created by another company, and the entered information is displayed in each column of name, date of birth, and address. It is

If the customer wants to change the information already entered in the questionnaire input screen 38 (step S42, Yes), the customer changes the information (step S43), and further enters information in the blank questionnaire items ( step S44).

On the other hand, if the customer does not change the information that has already been entered in the questionnaire entry screen 38 (step S42, No), the customer enters information into blank questionnaire items (step S44).

When the customer presses the completion button displayed on the questionnaire input screen (step S45), the customer terminal device 16 transmits to the management device 10 answer information indicating the questionnaire answers entered by the customer.

The information management unit 18 registers the questionnaire response information sent from the customer terminal device 16 in the customer information management DB 20 (customer information management table) (step S46).

More specifically, the information management unit 18 stores the customer ID, the customer name, the contact company ID, which is the ID of the company indicated by the company information sent from the customer terminal device 16, and the contact company ID sent from the customer terminal device 16. The contact employee ID, which is the ID of the person in charge indicated by the received person in charge information, questionnaire response information, and customer terminal information are associated with each other and registered in the customer information management DB 20 (customer information management table). That is, the customer, the person in charge who handed the business card 32 to the customer, the company described on the business card 32, and the answers to the questionnaire prepared by the company are registered in association with each other.

In addition, the information management unit 18 associates the contact company ID (company ID), the company name, the contact employee ID (employee ID), the customer ID, and the customer terminal information with each other to obtain company information. Register in the management DB 22 (company information management table). In addition, the information management unit 18 associates the name of the contact employee, the contact employee ID (employee ID), the affiliated company ID, the customer ID, the company terminal information, and the password with each other, user information management table). That is, the company, the person in charge who handed the business card 32 to the customer, and the customer who responded to the questionnaire prepared by the company are registered in association with each other.

Processing B will be described below with reference to FIG. FIG. 14 shows a flowchart showing the process B. FIG.

The information management unit 18 acquires from the customer information management DB 20 (customer information management table) a group of questionnaire response information linked to the company information read from the business card 32 and the customer terminal information of the customer ( step S50).

Next, a questionnaire input screen is displayed on the customer terminal device 16 (step S51). To explain in detail, first, based on the company information sent from the customer terminal device 16, the information management unit 18 identifies the company on the business card 32 with the access code 34 read by the customer terminal device 16. . Next, the information management unit 18 acquires a group of questionnaire items linked to the company from the company information management DB 22 (company information management table), and creates information for a questionnaire input screen including the group of questionnaire items. Then, the information management unit 18 inputs each questionnaire answer information included in the questionnaire answer information group to each questionnaire item in the questionnaire input screen. In this way, the information management unit 18 creates the information of the questionnaire input screen in which the questionnaire answer information already input by the customer is displayed. The information management unit 18 transmits the information on the questionnaire input screen to the customer terminal device 16 . As a result, the questionnaire input screen is displayed on the display section of the customer terminal device 16 . Questionnaire response information that has already been entered in the past has already been entered.

If the customer wants to change the information already entered in the questionnaire input screen 38 (step S52, Yes), the customer changes the information (step S53). The process moves to step S54. Since the customer has already answered the questionnaire of the company in the past, it is considered that there is no item left unfilled in the questionnaire item group. However, if a new questionnaire item has been added and has not yet been completed, the customer may enter responses to the questionnaire item at this time.

If the customer does not change the information already entered on the questionnaire input screen 38 (step S52, No), the process proceeds to step S54.

When the customer presses the completion button displayed on the questionnaire entry screen (step S54), the customer terminal device 16 transmits to the management device 10 the answer information indicating the questionnaire answers entered by the customer.

The information management unit 18 registers the questionnaire response information sent from the customer terminal device 16 in the customer information management DB 20 (customer information management table) (step S55).

More specifically, the information management unit 18 stores the customer ID, the customer name, the contact company ID, which is the ID of the company indicated by the company information sent from the customer terminal device 16, and the contact company ID sent from the customer terminal device 16. The contact employee ID, which is the ID of the person in charge indicated by the received person in charge information, questionnaire response information, and customer terminal information are associated with each other and registered in the customer information management DB 20 (customer information management table). That is, the customer, the person in charge who handed the business card 32 to the customer, the company described on the business card 32, and the answers to the questionnaire prepared by the company are registered in association with each other.

In addition, the information management unit 18 associates the contact company ID (company ID), the company name, the contact employee ID (employee ID), the customer ID, and the customer terminal information with each other to obtain company information. Register in the management DB 22 (company information management table). In addition, the information management unit 18 associates the name of the contact employee, the contact employee ID (employee ID), the affiliated company ID, the customer ID, the company terminal information, and the password with each other, user information management table). That is, the company, the person in charge who handed the business card 32 to the customer, and the customer who responded to the questionnaire prepared by the company are registered in association with each other.

The input content management process will be described below with reference to FIG. FIG. 15 shows a flowchart showing the input content management process.

The information management unit 18 acquires from the customer information management DB 20 (customer information management table) a group of questionnaire response information linked to the company information read from the business card 32 and the customer terminal information of the customer ( step S60).

Next, a questionnaire input screen is displayed on the customer terminal device 16 (step S61). In the input content management process, the information management unit 18 creates information for the questionnaire input screen including the access right setting screen. Other information is created by the same process as the process in step S51. Therefore, the answer information that has already been input by the customer in the past is displayed on the questionnaire input screen.

Here, the questionnaire input screen will be described with reference to FIG. FIG. 16 shows an example of a questionnaire input screen. The questionnaire input screen 40 displays the questionnaire items created by the company written on the business card 32 . The answer information that the customer has already entered in the past is entered in each questionnaire item. In addition, the questionnaire input screen 40 includes an item of disclosure range. The disclosure range corresponds to the type of authority (access authority) for the person in charge of the company to access the customer information. Customers can set access rights to their own customer information by defining the scope of disclosure.

For example, when the customer presses (for example, clicks) an item of disclosure range on the questionnaire input screen 40 , an access right setting screen is displayed on the questionnaire input screen 40 . For example, an access right setting screen is displayed by a pull-down method.

FIG. 17 shows an example of the access right setting screen. The access right setting screen 42 displays information indicating the type of access right. For example, the access right "disclosed only when interviewing" is the right to provide the customer's customer information to the company terminal device 12 when the distance between the company terminal device 12 and the customer terminal device 16 is below a threshold. is. The access right "always open to the person in charge" means that the customer information of the customer is always provided to the company terminal device 12 of the person in charge linked to the business card containing the access code that the customer has read in the past. is the right to be The access right to "always open to companies" means that the customer information of the customer is always displayed on the company terminal device 12 of each person in charge of the company linked to the business card that has the access code that the customer has read in the past. is the authority provided. The access right to “do not disclose” is the right to prevent customer information from being provided to the company terminal device 12 . These types of access rights are merely examples, and other access rights may be set. For example, access rights may be set for each department within the same company, or may be set for each business type.

Processing after step S62 will be described below. If the customer wants to change the information already entered in the questionnaire input screen 40 (step S62, Yes), the customer changes the information (step S63). The process moves to step S64. Since the customer has already answered the questionnaire of the company in the past, it is considered that there is no item left unfilled in the questionnaire item group. However, if a new questionnaire item has been added and has not yet been completed, the customer may enter responses to the questionnaire item at this time.

If the customer does not change the information already entered in the questionnaire input screen 40 (step S62, No), the process proceeds to step S64.

The customer can set access rights on the questionnaire input screen 40 (step S64). For example, if the customer selects the access right "disclosed only when meeting", only the person in charge who uses the company terminal device 12 whose distance from the customer terminal device 16 of the customer is equal to or less than the threshold An authority to access customer information is given, and the customer information is provided to the company terminal device 12 concerned. In the default state, the access right may be set to "disclose only when meeting". Of course, the default access right itself may also be changed by the customer, administrator, or the like.

When the customer presses the completion button displayed on the questionnaire input screen 40 (step S65), the customer terminal device 16 receives the answer information indicating the answers to the questionnaire entered by the customer and the access rights set by the customer. Information indicating (disclosure range) is transmitted to the management device 10 .

The information management unit 18 registers the questionnaire response information sent from the customer terminal device 16 in the customer information management DB 20 (customer information management table), and stores information indicating access rights in the access rights management DB 30 (access rights management table). (step S66).

More specifically, the information management unit 18 stores the customer ID, the customer name, the contact company ID, which is the ID of the company indicated by the company information sent from the customer terminal device 16, and the contact company ID sent from the customer terminal device 16. The contact employee ID, which is the ID of the person in charge indicated by the received person in charge information, questionnaire response information, and customer terminal information are associated with each other and registered in the customer information management DB 20 (customer information management table). That is, the customer, the person in charge who handed the business card 32 to the customer, the company described on the business card 32, and the answers to the questionnaire prepared by the company are registered in association with each other.

Further, the information management unit 18 associates the customer ID and information indicating access rights with each other and registers them in the access rights management DB 30 (access rights management table). In other words, the range in which the customer information of the customer is disclosed (the range of users permitted to access the customer information) is set.

In addition, the information management unit 18 associates the contact company ID (company ID), the company name, the contact employee ID (employee ID), the customer ID, and the customer terminal information with each other to obtain company information. Register in the management DB 22 (company information management table). In addition, the information management unit 18 associates the name of the contact employee, the contact employee ID (employee ID), the affiliated company ID, the customer ID, the company terminal information, and the password with each other, user information management table). That is, the company, the person in charge who handed the business card 32 to the customer, and the customer who responded to the questionnaire prepared by the company are registered in association with each other.

The confidential information browsing process will be described below with reference to FIG. 18 . FIG. 18 shows a flowchart showing the confidential information browsing process.

The information management unit 18 acquires information indicating a group of questionnaire items linked to the company to which the person in charge (employee) belongs from the company information management DB 22 (company information management table) (step S70).

The information management unit 18 acquires the customer information of the customer who has responded to the questionnaire item group from the customer information management DB 20 (customer information management table) regardless of whether or not there is an answer to the company (step S71). . In other words, even if there is no response to the company, the information management unit 18 acquires the customer information of the customer who gave the response when there is a response to the questionnaire item group from another company. The information management unit 18 outputs the acquired customer information to the anonymization processing unit 28 .

The anonymity processing unit 28 deletes information that can identify the individual customer from each piece of customer information sent from the information management unit 18 (step S72). For example, the anonymity processing unit 28 deletes information (so-called personal information) unique to the customer, such as the customer's name, date of birth, gender, age, address, e-mail address, telephone number, etc., from each customer information. do. The anonymity processing unit 28 outputs each customer information after deleting the information that can identify the individual customer to the information management unit 18 .

The information management unit 18 creates information of a questionnaire input screen including each customer information after the information that can identify the individual customer is deleted, and transmits the information of the questionnaire input screen to the enterprise terminal device 12 (step S73). .

The questionnaire input screen is displayed on the display unit of the enterprise terminal device 12 (step S74). The questionnaire input screen displays the questionnaire response information of each customer, but does not display the information specific to the individual customer. The person in charge confirms each answer information displayed on the questionnaire input screen.

By displaying the reply information answered by the customer without displaying the information specifying the customer personally, the reply information can be provided to the person in charge without the customer being identified by the person in charge.

Each of the management device 10 and each terminal device described above is realized by cooperation of hardware and software, as an example. Specifically, each of the management device 10 and each terminal device includes one or more processors such as a CPU (not shown). The one or more processors read and execute a program stored in a storage device (not shown), thereby implementing the functions of the respective units of the management device 10 and each terminal device. The program is stored in a storage device via a recording medium such as a CD or DVD, or via a communication path such as a network. As another example, each unit of the management device 10 and each terminal device may be implemented by hardware resources such as a processor, an electronic circuit, or an ASIC (Application Specific Integrated Circuit). A device such as a memory may be used in its implementation. As still another example, each unit of the management device 10 and each terminal device may be implemented by a DSP (Digital Signal Processor), an FPGA (Field Programmable Gate Array), or the like.

10 management device, 12 company terminal device, 14 terminal device, 16 customer terminal device, 18 information management unit, 20 customer information management DB, 22 company information management DB, 24 issuing unit, 26 location information management unit, 28 security processing unit, 30 Access right management DB

Claims (3)

a first terminal device of a first user who provides personal information;
a second terminal device of a second user;
When the distance between the first terminal device and the second terminal device becomes equal to or less than a threshold, the personal information is displayed on the display means of the second terminal device, and when the distance exceeds the threshold, the a control means that does not display the personal information on the display means even if there is a request from the second terminal device;
a management device for managing the personal information;
has
The first terminal device is a code including terminal identification information for identifying the second terminal device of the second user and information for accessing questionnaire information indicating a questionnaire regarding the organization to which the second user belongs. accessing the questionnaire information by reading the information and transmitting answer information indicating the first user's answer to the questionnaire to the management device;
The management device stores the personal information of the first user and the answer information of the first user in association with the second user,
The control means acquires the personal information and the answer information of the first user linked to the second user from the management device and causes the display means to display them.
Information processing system. The management device further stores reply information indicating the first user's reply to a questionnaire regarding an organization other than the second user's affiliation,
a first function for displaying the personal information when the distance between the first terminal device and the second terminal device is equal to or less than the threshold;
A second function for hiding the personal information of the first user and displaying the answer information of the first user is defined,
When the execution of the first function is instructed by the second user, and the distance between the first terminal device and the second terminal device becomes equal to or less than the threshold value, the control means displaying the personal information of one user on the display means;
When the execution of the second function is instructed by the second user, the control means obtains from the management device answer information regarding the questionnaire answered by the first user, causes the display means to display the information, and preventing the personal information of the first user from being displayed on the display means;
The information processing system according to claim 1 , characterized by: When the code information read by the first terminal device in the past is read again by the first terminal device, the control means further executes processing for changing the access authority to the personal information. ,
3. The information processing system according to claim 1 , wherein:

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