JPH11296590A - Period information managing device - Google Patents

Abstract

PROBLEM TO BE SOLVED: To efficiently retrieve such as object period that is not a date, but a specific activity day, a specific activity month or a specific activity year through simple condition setting in the case that an action day for starting a process (action) is retrieved when the specific object period comes round. SOLUTION: The device is equipped with a period condition registering means 4 which registers extraction source data 2 consisting of process data including date data and a condition of retrieval of process data from the extraction source data 2 as a period condition including the kind of the data constituting the date data and a period information extracting means which retrieves date data included in the extraction source data 2 according to the data kind set in the period condition and which extracts the corresponding process data.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

TECHNICAL FIELD The present invention relates to the birth date of a customer,
This is related to control for managing date information when processing (action) needs to be performed on a specific date by referring to various management information in which dates such as various contract dates are managed. When processing (action) is performed when a specific deadline is approached by referring to the management information, there is an example in which a guide letter indicating that the maturity is near is sent when the expiration date of the time deposit is reached. Since a processing period is required for sending a cover sheet, an action is taken one month before the due date, and the relevant term deposit contractor information is searched for the expiration date. As another example, there is an example in which a customer who has registered personal information such as a birthday as member information is sent an exchange postcard indicating that there is a birthday present when visiting the store. Since the processing of the cover sheet requires a processing period, the action will take place one month before the due date, and if the birthday is not limited to a specific year, but is eligible for gifts on multiple days, Then, among the dates of birth registered in the member information, the relevant member is searched by searching for the date.

[0002]

2. Description of the Related Art Conventionally, when various types of management information including a date are searched in order to manage a process (action) for a specific date and period, as shown in the conventional example of FIG.
The unprocessed item and the processing date are confirmed from the action item list 80, and then the data included in the period is searched in the management information database using the search screen 81 or the like. The date search is generally a specific date, or is included in a certain period by setting start and end dates, or is included in a certain period such as a month or a week from a specific date It is searched by whether or not.

In the above-described example, conventionally, when searching for the maturity date of a time deposit, a time deposit contract database is searched. If the maturity date is set, the corresponding maturity date is searched. Further, if the maturity date is not set, the maturity date is converted from the contract date and the information on the number of time deposits to search for the corresponding maturity date. Next, when searching for the birth date of a member, which is another search example, the birth date data of each member registered in the member information is searched, but since the birth years of members are different, In order to search for the birth date required for the search, set the search date by adding multiple eras that are the target range to the search date and repeat the search process over multiple years, I was searching for a member of the birth date.

[0004]

In the conventional date search process, the date to be searched is a specific date and a date within a certain period from the specific date, so that the date to be searched is date data. If the search is only part of the month, day or day, or year and month, the searcher must repeat the search multiple times by specifying the search conditions in addition to other date information, or There is a problem that a search processing routine must be generated according to the purpose.

[0005]

SUMMARY OF THE INVENTION In order to solve the above-mentioned problems, the present invention provides a date information management apparatus for performing a search process on various types of management information including date data. A date condition registration unit that specifies the type of data search condition, such as date, month, or day, and registers it as a date condition, and date information required for search according to the type set in the registered date condition To search for target data and extract processing data including the corresponding date.

[0006]

Embodiments of the present invention will be described below with reference to the drawings. FIG. 1 shows the configuration of the system of the present invention. In the figure, reference numeral 1 denotes a program for providing extracted data as management information to be specified as a search target, date condition data specifying search conditions in various storage devices, and registering search conditions registered by an operator or the like in the date condition data; This is a date information management device including a program for searching for extracted data according to registered search conditions and extracting management information including date data matching the specified conditions. 2
Extraction source data shown in (1) is various management information having date information such as contract date, date of birth, etc., for example, customer management information managed in the distribution industry, etc. Refers to management information such as contractor information. The date condition data shown in FIG. 3 is a data file in which information relating to a date to be searched is particularly set with respect to the date information set in the management information. Is a data file in which conditions such as search conditions, conditions for setting an action date excluding the number of steps required for the guide letter sending process, and the like are set. The date condition registration means 4 is a program for registering the date condition data shown in 3, and displays a registration screen on a display screen for each item to be registered in the date condition data, and stores information input by the operator in a data file. It is to register. In addition to registering the date condition data from the registration screen, the date condition data may be created as a text file using a text editor or the like as long as the data format is described later. The due date information extracting means shown in 5 refers to the contents of the due date condition data 3 registered by the due date condition registering means 4 and extracts the corresponding data according to the designated due date condition. The start date of the action on the data is calculated and output as extracted data shown in FIG.

The date information management apparatus described in the present embodiment shows a form realized by a computer program executed on a computer used for general purposes such as a personal computer and a workstation. Since it is executed on a computer, the registration contents to the date condition data 3 and the registration screen are input and output by a keyboard, a display, or the like (not shown).

The computer is constituted by a processing device, a main storage device, an auxiliary storage device, an input / output device, and the like, and executes a computer program. The computer program includes a portable medium such as a floppy disk, a CD-ROM, or the like. The program is stored and provided in a main storage device or an auxiliary storage device of another computer connected to the network. The provided computer program is loaded directly into the main storage of the computer from the portable medium, or copied and installed from the portable medium to the auxiliary storage once, and then loaded and executed in the main storage. Also, when provided by being stored in another device connected to a network, it is also copied to an auxiliary storage device, loaded into a main storage device, and executed after receiving from another device via a network.

Next, the date condition data used in the present invention will be described with reference to FIG. The due date condition data is configured as shown in FIG. 2, and is registered by the due date condition registering means 4. Specifically, the operator or the like inputs the due date from a screen prepared by a registration tool (not shown) or the like. The registration or the date condition data itself is corrected by an editor or the like and registered. First, the item name 7 specifies which data item name in the data file name to be searched is to be searched and extracted, and the item name such as “birth date” in the customer basic database is specified. To set. The data section 8 specifies the data file name of the extraction source data from which data is searched and extracted, and sets a file name such as a customer basic database file. The extraction period 9 designates a data extraction period, and particularly sets an extraction target period from the action reference date at which processing is desired to be started to be one month or two months. In this example, an example in which the number of months is set will be described. However, if the extraction period is one week or five days, the number of weeks may be specified. The number of date digits 10 specifies the type of the extraction target date when searching for date data and which part of the extraction target date is to be processed, and includes a specific day regardless of month or year. "2" indicating the day when searching for date information, "4" when searching for date information including a specific month and day, and "4" when including a specific year and month and not searching for days "6",
"8" to search for date information including a specific date
Set. The period constituted by the number of periods 11 and the divisions 12 specifies how many days before the date (action date) to start processing (action) for the extracted data, and a souvenir exchange postcard for the birthday. In the case of sending, for example, the number of periods 11 and the division 12 are set to indicate two weeks before in consideration of the trouble of sending. Specify how long before the action date is the number of periods 1
Designated by a combination of 1 and 12
By specifying a code indicating the number of months, weeks, or days in the category, and registering the number in the number of periods, "months", "weeks", "days"
Specify before. For example, if two weeks ago, “W” is set as the “2” category as the number of periods. Remark 13
It indicates the purpose of extraction and the meaning of the extracted data.

Next, the flow of processing of the date information extracting means 5 for searching the extraction source data in accordance with the setting contents of the date condition data shown in FIG. 2 will be described with reference to FIG. Using the example of FIG. 5 as a specific example of the date condition data and a specific example of the extraction source data, according to the data shown in FIG.
The explanation is based on the example of sending a souvenir exchange postcard a week ago. In this example, June 1, 1998 is set as a reference date for extracting an action date, and one month is set as an extraction period. Extract. The reference date may be specified by an operator on an input screen (not shown) when specifying the search, or may be set in the date condition data.

The date information extracting means 5 first reads date condition data, which is a search condition set by an operator or the like (S20). Next, referring to the data section 8 set in the date condition data, the extraction source data file name is specified, and the target data is read one by one from the extraction source data file (S21). If the data content is 0, that is, if the reading of the data in the file has been completed (S2
2), end the processing (S34). In the case of the date condition data example (2) shown in FIG. 5A, since “customer basic data” is set as the data category, the first data of the customer basic data shown in FIG. Read. FIG.
In the case of (b), the data of the customer number 1 is read.

Next, search target data is specified according to the item name 7 set in the date condition data 4. FIG.
In the case of the date condition data example (2) shown in (a), since “birth date” is set as the item name, “birth date” corresponding to “birth date” in the first data already read is set. 1
9700630 "is the determination target for the search target date. Next, the number of date digits 10 set in the due date condition data 4
, The determination processing method of the search target date data is specified. When “2” indicating that the date is to be searched for in the date data is set to the number of date digits 10 (S
23), only the day is extracted for the judgment target date, and the date designated as the reference date (in this example, 1998)
The specified date is generated by adding the year and the month of June 1 of the year (S
24). If “4” indicating that the date is to be searched is set in the date data (S25), only the date is extracted for the determination target date, and the date specified as the reference date ( In this example, the designated date is generated by adding the year of June 1, 1998) (S26). When “6” indicating that the date is to be searched for is set in the date data (S27), only the year and month are extracted for the judgment target date, and one day is added and designated as the reference date. A due date is generated (S28). In cases other than the above, it is determined that a specific date is a search target, and the determination target date is set as a designated date. In the case of the due date condition data example (2) shown in FIG. 5A, since “4 (month and day)” is set as the number of date digits, one of the customer basic data shown in FIG. "1970063, which is the date of birth of the eyes
0, only the portion "0630" is extracted, and the specified reference date, June 1, 1998, is added to the year "1998" to generate "June 30, 1998" as the designated date. You.

Next, a processing period composed of the number of periods 11 and the divisions 12 set in the date condition data 4 is calculated, and an action date (processing start time) obtained by excluding the processing period from the previously determined designated date is calculated. Day) (S29). FIG.
In the case of the date condition data example (2) shown in (a), since “W (week)” is specified as the “2” category as the number of periods 11, the processing period is two weeks, and the specified date generated earlier is used. "19, excluding two weeks from" June 30, 1998 "
June 16, 1998 "is the action date.

Next, since the action date is the start date of the process, the process cannot be started even if a holiday other than a business day is the action date, so it is determined whether or not the action date is a business day (S30). ). If it is not a business day such as a holiday, the immediately preceding business day is corrected to the action day (S3
1). For example, if the action date is not a business day on Saturday and Sunday, the immediately preceding business day, Friday, is corrected to the action date. The determination as to whether or not it is a business day is made by setting a non-business day list table or the like (not shown) in advance, making a determination by table search or the like, and correcting the immediately preceding business day. In the example of FIG. 5, “June 16, 1998” calculated as the action date is a business day, and thus becomes the action date as it is. If June 16 is a Saturday that is a non-business day, the 15th immediately preceding business day is the action day.

Next, with reference to the extraction period 9 set in the date condition data 4, it is determined whether the calculated action date is included in the extraction period (S32). If it is within the extraction period, it is written as extracted data (S3
3) If the data is out of the period, the process returns to the process of reading the next extraction source data without writing it as the extracted data. FIG.
In the case of the date condition data example (2) shown in (a), since "1 (month)" is specified as the extraction period 9, the extraction period is one month from the base date, and the base date is June 1998. One day to one month is the extraction period. In the example of FIG. 5, "June 16, 1998" calculated as the action date is included in this period, and is thus output as the extracted data.

As described above, when the determination processing of the first data is completed, the data of the second data is read, and the processing is performed in the same manner as the first data. In the example of FIG.
Since the birth date of the second customer basic data is “November 28, 1965”, the designated date is “November 2, 1998”.
8 days ". The action date excluding the processing period from the designated date is “November 14, 1998”, but since it is a non-business day Saturday, it is the last business day “19”.
November 13, 1998. " The extraction period is 199
Since it is one month from June 1, 2008, the corrected action date is outside the extraction period and is not written as extracted data. Similarly, the determination processing is performed until the end of the data registered in the customer basic data. The extracted data corresponding to the date condition data setting example (2) shown in FIG. 5A is only the data of the first customer number 1, and the extraction result data as shown in FIG. 5C is output. In the extraction result data, all of the applicable customer basic data may be output together with the action date to be processed, or the output items may be defined in advance as output definition data, so that the necessary Data (only the customer number, customer name, and date of birth) may be output.

Next, with reference to FIGS. 4, 6, and 3, an example in which “day” and “year / month” are designated as the processing date type will be described, focusing on the differences from the processing already described. I do. First, according to FIG. 4, the date of an action to call a customer who has made an automatic transfer of salary at a bank or the like, asking for a time deposit on the day when the payroll was transferred, is defined as 1 day.
An example of extracting two weeks from February 15, 998 will be described. In the date condition data setting example (1) shown in FIG. 4A, “customer information data” is specified as the data section 8 for specifying the extraction source data, “salary transfer date” is specified as the extraction target item name 7, and the extraction period 9 is specified as the extraction period 9. "0.5 months (2 weeks)"
(In this example, since the reference unit of the extraction period is one month,
With the setting of “0.5”, half of one month is converted to two weeks. ), Date digit number 1 which is the processing date type
“2 (day)” is set to 0, and the processing period is requested on the day, so there is no need to set the processing period.
Neither is set particularly, and “Salary transferer” is set as remark 13. The reference date to be extracted is “1998
February 15, 2008 ".

The date information extracting means 5 reads the date condition data (S20), reads the target data one by one from the extraction source data file with reference to the data section 8 (S2).
1). In the example of FIG. 4, the first customer information data, that is, the data of customer number 1 is read. Next, “26” corresponding to “payment transfer date” is extracted according to item name 7, and a designated date is generated according to date digit number 10. In the example of FIG. 4, “2” indicating that the date is to be searched for is set in the number of date digits 10 (S23). In the example, the year and month of February 15, 1998) are added to generate "February 26, 1998" as the designated date (S2).
4). Next, an action date is calculated by excluding the processing period constituted by the number of periods 11 and the divisions 12 set in the date condition data 4 from the specified date (S29). In the example of FIG. , The designated date is left as it is. Next, it is determined whether or not the action date is a business day (S30). Since it is a business day, it is next determined whether or not the data is within the extraction period (S32). In the example of FIG. 4, two weeks from the reference date are targeted, and thus are written in the extracted data. By repeating the above processing for all the customer information data, for the person for whom the payout transfer date is set, data that causes an action of making a telephone call during a month from February 15 is extracted. Therefore, the customers B and D are excluded from the extraction because the payroll transfer date is not set (the payroll automatic transfer is not set), and the payout transfer date is set for the customer C. Since it is outside the extraction period, it is not output as extraction data, and the extraction result is as shown in FIG.

Next, in accordance with FIG. 6, data of the time deposit which will be due next month at a bank or the like is extracted, and an action date for creating a postcard for notifying the customer of the expiration is set to 199.
An example of extracting one month from January 1 of 8 years will be described. In the date condition data setting example (1) illustrated in FIG. 6A, “time deposit contract data” is specified as the data category 8 for specifying the extraction source data, “term expiration date” is specified as the extraction target item name 7, and the extraction period 9 is specified. “1 month”, “6 (year / month)” as the number of date digits 10 as the processing date type, “1” as the processing period 11 as the period, “M (month)” as the classification, remarks 1
As “3,“ expiration period next month ”is set. The reference date to be extracted is “January 1, 1998”.

The date information extraction means 5 reads the date condition data (S20), reads the target data one by one from the extraction source data file with reference to the data section 8 (S2).
1). In the example of FIG. 6, the first case of the term deposit contract data, that is, the data of the customer number 1 is read. Next, according to item name 7, “September 1, 1998” corresponding to “period expiration date”
"0 day" is extracted, and a designated date is generated according to the number of date digits 10. In the example of FIG. 6, “6” indicating that the date and number of digits are to be searched for year and month is set (S23), so one day is added and designated as the reference date for the judgment target date. "September 1, 1998" is generated as the due date (S24). Next, an action date is calculated by excluding the processing period composed of the number of periods 11 and the division 12 set in the date condition data 4 from the designated date (S2).
9). In the example of FIG. 6, since the number of periods is set to “1” and “M (month)” is set, the processing period is one month, and the action date is “August 1, 1998”. Next, it is determined whether or not it is a business day (S30). Since the business day is not a business day, the last business day "July 1998
31st "(S31). Next, it is determined whether the data is within the extraction period (S32). In the example of FIG. 6, since the extraction period is one month from the reference date "January 1, 1998", it is determined that the data is outside the extraction period. . By repeating the above processing for all the time deposit contract data, only the data of the customer number 4 and the customer name D is extracted, and the action date excluding the processing period of one month is “1”.
February 1, 998 ", which is not a business day,
Since it was corrected to the immediately preceding business day “January 30, 1998” and included within the extraction period (one month from January 1, 1998), as shown in the extraction result data in FIG. Is output.

Next, three months before the vehicle inspection date, an action date for preparing a postcard for a loan for vehicle inspection is set to 199 days.
The flow of processing shown in FIG. 3 will be described for an example in which an action date is extracted for a specific date set in the database, such as an example of extracting one month from February 1 of 8 years. I do. When extracting a specific date, the date data in the corresponding item name is extracted from the corresponding data file in accordance with the setting of the date condition data (S20, S21). Although not shown, for example, if the scheduled vehicle inspection date is managed in the customer information data registered at the time of purchasing the car, the customer information data can be searched and the scheduled vehicle inspection date can be extracted. In this example, since an action occurs three months before the vehicle inspection date, the extracted data itself is used as the specified date without performing the specified date correction process according to the number of date digits. Next, an action date excluding the processing period is calculated from the designated date according to the setting in the date condition data (S29).
For example, if the vehicle inspection date is “May 10, 1998”, the action date excluding the three-month processing period is “1998”.
February 10, 2009 ". Next, it is determined whether or not the action date is a business day (S30), and is not corrected because it is a business day (S31). It is determined whether or not the action date is within the extraction period (S32). Within the reference date "199
It is determined that it is included in three months from "February 1, 8 years", and is output as extracted data.

[0022]

As described above, according to the present invention, when searching for an action date that causes a process (action) when a specific date is approaching, the specific date does not match the date. In addition, a search target such as a specific day, a specific month, a specific year, and a specific year can be efficiently searched with simple condition settings. Even if you send an exchange postcard indicating that you have a birthday present if you visit the store where personal information such as birthday is registered as member information, within the birth date registered in the member information, It becomes possible to search for the corresponding member by using the date as a search target. In addition, since it is possible to easily set which part of the target date to be a search target as condition data, it is possible to perform a search without setting a different search routine according to a search purpose. It is.

[Brief description of the drawings]

FIG. 1 is a system configuration diagram of the present invention.

FIG. 2 is an explanatory diagram of each item constituting date condition data.

FIG. 3 is a diagram showing a processing flow of date information extraction means.

FIG. 4 is a diagram showing a setting example (1) of due date condition data and the like.

FIG. 5 is a diagram showing a setting example (2) of date condition data and the like.

FIG. 6 is a diagram illustrating a setting example (3) of date condition data and the like.

FIG. 7 is a diagram showing a conventional example.

[Explanation of symbols]

 The contents of the reference numerals used in the figures are as follows. 1: Due date information management device 2: Extraction source data 3: Due date condition data 4: Due date condition registration means 5: Due date information extracting means 6: Extracted data

Claims (4)

[Claims] 1. A date condition for registering extraction source data composed of processing data including date data and a condition for searching for processing data from the extraction source data as a date condition including a type of data constituting the date data. Date information management means for retrieving date data included in the extraction source data in accordance with the data type set in the date condition and extracting relevant processing data; apparatus. 2. The data type of the due date condition registered by the due date condition registering means is designated by any combination of year, month and day constituting the date data. Date information management device. 3. The due date condition registered by the due date condition registering means includes a retrieval result extraction period, and the due date information extracting means includes only data included in the extraction period among the retrieved and extracted processed data. 2. The date information management device according to claim 1, wherein the date information management device uses extracted data. 4. A date information management apparatus for searching for processing data including a specific date, wherein extraction source data composed of processing data including date data, and a condition for searching for processing data from the extraction source data include a date and time. A due date condition registering means for registering as a due date condition including a type of data constituting the data; and searching for date data included in the extraction source data according to the data type set in the due date condition, and extracting corresponding processing data. A recording medium on which a program for causing a computer to execute date information extraction means is recorded.