KR100613525B1 - Method for customizing a presentation according to customer - Google Patents

Abstract

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method of producing and outputting presentation data, and more particularly, to a method of producing customized presentation material to correspond to a set event.

The method of the present invention comprises the steps of creating a PT resource set for each subject using a presentation object (hereinafter, abbreviated as "PT") element resource (hereinafter, referred to as PT object element) in units of pages and storing the same; ; Setting a presentation event; Generating a PT object array by selecting at least one PT resource set and a PT object element belonging to the set to correspond to the set event, and arranging the selected PT object elements in a presentation order. Wow; And storing the PT object array for the corresponding event.

Presentation, Call Order, Custom Presentation

Description

Customized presentation method {METHOD FOR CUSTOMIZING A PRESENTATION ACCORDING TO CUSTOMER}

The following drawings attached to this specification are illustrative of preferred embodiments of the present invention, and together with the detailed description of the invention to serve to further understand the technical spirit of the present invention, the present invention is a matter described in such drawings It should not be construed as limited to.

1 is a hardware configuration diagram of a presentation device according to a preferred embodiment of the present invention.

2 is a functional block diagram of a presentation device according to a preferred embodiment of the present invention.

3A is a configuration diagram of a PT (PRESENTATION) object list table according to the present invention, and FIG. 3B is a configuration diagram of a PT array file.

4 is a flowchart illustrating a process of manufacturing a custom PT array file to correspond to an event.

5 is a flowchart for describing a process of calling and outputting PT page resources in order based on the registered PT array.

6 is a configuration diagram of a user interface of the PT array editor according to the present invention.

<Description of the symbols for the main parts of the drawings>

101: input and output receiving unit 110: PT authoring tool

111: PT array editing unit 112: PT array file production unit

120: PT execution tool 121: PT resource call unit

122: PT resource display unit

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method of producing and outputting presentation data, and more particularly, to a method of producing customized presentation material to correspond to a set event.

Presentation means a presentation to convey one's own information such as product introduction or meeting. In order to facilitate the presentation, documented presentation materials are used. Recently, these materials are stored in a file on a computer and displayed using presentation tools such as PowerPoint. In the following, the presentation material is engraved as meaning an electronic document which is edited, stored and displayed using a computer, not a paper document.

Typically, the presentation material is composed of a plurality of slides organized in units of pages. Therefore, the presenter completed the presentation material by making the slide page by page in relation to a specific subject. However, if it is necessary to repeatedly present a similar subject to the same or similar parties, it is quite inefficient to produce separate presentation materials each time.

In particular, when planners presented their insurance products to potential insurance customers, they had to produce separate presentations for each customer. In addition, even when presentation data for each insurance product were produced for each insurance company, a separate manual work was required to produce data suitable for customer characteristics.

Therefore, a tool for easily producing presentation data for each customer is requested by using the presentation data prepared for each insurance product in advance.

It is a first object of the present invention to provide a method of selecting presentation materials produced on a theme-by-slide basis and arbitrarily rearranging selected slides to correspond to a set event.

That is, the present invention provides a method of deleting slides that are not necessary in relation to the set event and arbitrarily rearranging the order of each slide.

In addition, a second object of the present invention is to provide a method of registering an order of presentation slides determined for each event for a corresponding event, and when the corresponding event is selected, calling and displaying the corresponding slide according to the registered order. .

It is a third object of the present invention to provide a recording medium on which a program for executing the above-described methods using a computer is recorded.                         

Other objects and advantages of the invention will be described below and will be appreciated by the practice of the invention. Furthermore, the objects and advantages of the present invention can be realized by means and combinations indicated in the appended claims.

In order to achieve the above object, a customizable presentation method as a preferred aspect of the present invention comprises: at least one presentation slide element (hereinafter referred to as PT element) for the introduction of a specific insurance product in units of pages; Using a computer system including a PT element database stored for each insurance product and a PT array information database for storing PT element array information consisting of the sequence, title, storage address, etc. of the PT elements for each insurance product;
(1) receiving selection information of an insurance product corresponding to a customer to be presented;
(2) extracting PT element array information corresponding to the selected insurance product from the PT array information database and displaying the same;
(3) receiving at least one or more desired PT elements from the PT element arrangement information and temporarily storing them;
(4) repeatedly performing the processes of (1) to (3) for every insurance product related to the customer;
(5) receiving a new reordering order for all the temporarily stored selected PT elements, and generating the PT array file corresponding to the customer by storing the relocated PT elements in that order;
(6) selecting a customer to present and extracting the PT array file corresponding to the selected customer;
(7) reading an arrangement order of PT elements from the extracted PT array file, and sequentially loading corresponding PT elements from the PT element database according to the arrangement order;
(8) sequentially displaying the read PT elements.

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Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings.

Prior to this, terms or words used in the specification and claims should not be construed as having a conventional or dictionary meaning, and the inventors should properly explain the concept of terms in order to best explain their own invention. Based on the principle that can be defined, it should be interpreted as meaning and concept corresponding to the technical idea of the present invention.

Therefore, the embodiments described in the specification and the drawings shown in the drawings are only the most preferred embodiment of the present invention, and do not represent all of the technical idea of the present invention, which can be replaced at the time of the present application It should be understood that there may be various equivalents and variations.

1 is a diagram illustrating a hardware configuration of a presentation device according to a preferred embodiment of the present invention. As shown in Fig. 1, the present presentation apparatus includes a CPU 1 for arithmetic processing, a ROM 2 for recording a program, a RAM 3 serving as a work area of a CPU, a hard disk on which various databases are built, It consists of the same external storage device 4, an input device 5 such as a keyboard, a mouse that receives an operator's input, a printing device 6 such as a printer, and a display device 7 such as a CRT. This apparatus achieves the specific functions shown below by a program stored in the ROM 2.

In addition, the presenting apparatus of the present invention can also be achieved by combining a program that runs on a general computer, and such a program can be recorded on a recording medium such as a computer readable floppy disk or CD-ROM.

2 shows a functional block diagram of a presentation device according to the invention.

As shown in FIG. 2, the presentation apparatus 100 of the present invention is functionally composed of an input / output reception unit 101, a PT (abbreviation of presentation) authoring tool 110, and a PT execution tool 120. In addition, an input device 5 or a display device 7 is connected to the input / output reception unit 101, and an external storage device 4 is connected to the PT authoring tool 110 and the PT execution tool 120. .

The input / output receiving unit 101 transmits the user's request received through the input device 5 to the PT array editing unit 111 or the PT resource calling unit 121 and the PT delivered from the PT resource display unit 122. A presentation object element (presentation slide in units of pages) is output to the display device 7.

The PT authoring tool 110 is a program module for producing a PT array file 50 using PT object elements selected by a user. The PT authoring tool 110 includes a PT array editing unit 111 and a PT array file producing unit 112 as shown in FIG. 2. It is composed.

The PT array editing unit 111 selects at least one or more PT object elements corresponding to the set event using the PT array editor 200 shown in FIG. 6, and rearranges the arrangement order of the selected elements. In order to execute the process routine of FIG.

The PT array file manufacturing unit 112 produces a PT array file 50 as shown in FIG. 3B based on the arrangement order (PT array) of PT object elements set by the PT array editing unit 111.

The PT execution tool 120 is a program module for sequentially calling PT object elements based on the PT array file 50 registered for a specific event and displaying them through the display device 7. It consists of a calling unit 121 and a PT resource display unit 122.

The PT resource calling unit 121 sequentially reads storage addresses of PT object elements according to the registered arrangement order of the PT array file 50 corresponding to the selected event, and stores the storage addresses in the PT resource display unit 122. The process routine of FIG. 5 is executed.

The PT resource display unit 122 reads the corresponding PT object element from the PT object resource DB 4c on the basis of the storage address sequentially transmitted from the PT resource call unit 121, and reads the corresponding PT object element into the display device 7. To pass.

In the storage device 4, a PT object list database 4a, a PT array file database 4b, and a PT object resource database 4c are constructed.

The PT object list database 4a stores a category list, a list of PT objects dependent on each category, and a list of PT object elements constituting the PT object. Here, the "object" is a subordinate concept depending on a category, and the "object element" refers to an individual element constituting the set when the object is viewed as a set.

In other words, the object refers to the subject of the presentation material, and the object element refers to the presentation slides in units of pages that are combined to form the subject.

The object element list file 40 stored in the PT object list database 4a is arranged by object (for example, Object-A), order of object elements, title of each element, and title of each element. It consists of records such as resource codes and addresses (see Figure 3a).

The "memory address" indicates an address where a PT object element (presentation document in units of pages) is stored, and the "resource code" indicates an original position of a PT object element. That is, a "resource code" is composed of an object code and an order code. For example, a resource code of "A1" means that the object to which the object element belongs is A, and an array of the corresponding object elements in the object "A". This means that the order is the first.

The PT array file database 4b includes a plurality of PT array files 50 registered for each event as shown in FIG. 3B. The PT array file 50 includes a record of the order of PT object elements and the storage address of each element. Thus, when an event is specified, the calling order of the PT object elements presented with respect to the event and the storage address of each object element can be read from the PT array file for the event. The "storage address" indicates the storage address or resource code. That is, the "storage address" may directly refer to a storage address of the corresponding object element, or may indicate an indirect storage location (eg, a resource code) that matches the storage address of the corresponding object element.

The PT object resource database 4c stores and manages PT object elements (presentation documents) in units of pre-produced pages. That is, the minimum basic unit of data for presentation is composed of slides (PT object elements), and these slides (PT object elements) are gathered to form a subject (object).

A process of producing and editing the PT array file for each event by using the presentation device having the structural or functional configuration as described above will be described in detail with reference to FIGS. 4 and 6.

In the following description, a case where an insurance agent presents various insurance products for a specific customer is described as an example, but the present invention is not necessarily limited to these examples. In other words, the present invention is not only applied to the insurance case, but can be applied to any situation that can be presented to a customer.

The method of the present invention can also be applied to presentations to unspecified parties other than customers.

<Edit event-specific presentation materials>

When presenting an insurance product to customers with potential needs for the insurance product, we feel that the presentation material for each product needs to be personalized to suit the characteristics of each customer. In general, it is common sense that insurers' presentation materials are produced by products. Therefore, when presenting with a specific customer in mind, there are often cases in which a content that has nothing to do with the customer is announced or the order of presentation is mismatched with the customer. In order to prevent such a problem, conventionally, the presentation resources prepared for each product were previously selected for each customer, and the order thereof was rearranged and re-edited into the presentation file for each customer. In other words, the insurance agent was able to make a personalized presentation by editing a presentation file that matches the customer based on basic information about the customer and storing it on a computer before meeting the customer. We had to create a separate presentation file for each customer. However, the present invention enables instant customer-specific presentations by registering only the arrangement order of presentation slides without making a presentation data file for each customer as follows.

First, in the presentation device of the present invention, at least one presentation slide (PT object element) for each insurance product (PT object) is prepared in advance and stored in the PT object resource database 4c. In addition, the arrangement of the insurance product list (object list) handled by the insurance company and the PT object elements (ie, presentation slides) subordinate to each insurance product (object), title, resource code, storage address, etc. The PT object element file 40 made of data is stored in the PT object list database 4a.

As such, with the presentation object element stored for each insurance product, an insurance agent (hereinafter, a user) who wants to present the insurance product to a specific customer executes the PT array editor 200 of FIG. 6. In the state where the PT array editor 200 is executed, the user sets the presentation event by inputting the customer name (that is, the event name) and the visit destination (presentation place) to which the presentation is to be made. (S101, FIG. 210 and 211 of 6)

When setting of the event is completed, a list of presentation categories (hereinafter, referred to as PT categories) related to the corresponding customer is displayed in the form of a pull-down menu 221 using the category selection window 220 of FIG. 6 (S103). For example, this category may consist of menus such as insurance products, self introductions, company introductions, and the like.

If the user selects the category "insurance product" from this pull-down menu 221, this category selection information is transmitted to the PT array editing unit 111 (S105).

The PT array editing unit 111 retrieves the PT object list corresponding to the category from the PT object list database 4a based on the category selection information. This PT object list may also be displayed in the pull-down menu form as shown by reference numeral 231 of FIG. 6. For example, a PT object subordinate to the category of "insurance product" includes a menu such as "life insurance, property insurance, automobile insurance, child insurance", etc. (S107).

The user who checks the PT object list selects a specific PT object (for example, property insurance) from the list. (S109) The object selection information is transmitted to the PT array editing unit 111, and the PT array editing unit 111 is selected. Retrieves the PT object element file 40 constituting the object using this selection information. Based on this PT object element file 40, an object element list is extracted and displayed as indicated by reference numeral 250 in FIG. 6 (S111).

The object element list includes a placement order of PT object elements and a title of each element, which is indicated in page order as shown by reference numeral 250.

The user who checks the object element list designates a specific object element (S113), and the PT document (presentation slide) of the object element thus designated is displayed in a preview window as shown by reference numeral 270 of FIG. 6 (S115). Likewise, the user who confirms the content of each PT object element selects an object element related to the corresponding customer (event) using the selection button shown by reference numeral 240 of FIG. 6 (S117). It is temporarily registered while being displayed on the design content window as shown at 260.

As described above, the selection of the object element for the object (that is, the insurance product) is completed by repeating the processes of S111 to S119. However, if the selection of the PT object element is not completed, the process returns to the process of S109 or S113 and the process up to S119 is repeated several times (S121).

In addition, a user who wants to introduce another insurance product in relation to the customer (event) selects another insurance product (object) from an object list, and repeats and performs the processes of S111 to S119.

As described above, when the temporary registration of the PT object element for the customer is completed by repeatedly performing the steps S111 to S119, the user arranges the object element selected by using the up and down buttons 265 of FIG. 6. The presentation editing process, such as changing the order or deleting a specific object element, is performed (S123).

When the user selects the presentation object element for the customer and finishes the editing process, the user creates a PT array file 50 as shown in FIG. 3B by clicking the custom registration button shown in FIG. This is stored in the PT array file database 4b so as to match the corresponding customer (event) (S125).

<Invoke Custom Presentation Material by Event>

Next, a method of executing a personalized presentation for the customer using the customer-specific PT array file 50 will be described with reference to FIG. 5.

A user (eg, an insurance agent) who has visited a particular customer to introduce an insurance product runs a personalized presentation device according to the present invention on a computer and selects a customer to present.

That is, after outputting the registered customer list (event list), the target customer (PT event) is selected from the list (S210, S220).

The PT resource calling unit 121, which receives the target customer information from the user, reads the PT array file 50 corresponding to the customer from the PT array file database 4b. That is, the arrangement order of the PT object elements registered for the customer is read, and the storage address of the object element ranked at the top is read (S240).

The PT resource calling unit 121 transmits this storage address to the PT resource displaying unit 122, and the PT resource displaying unit 122 uses the storage address to obtain a corresponding PT object element (page) from the PT object resource database 4c. (S150) This storage address may mean a storage address in the PT object resource database 4c of the corresponding object element, and may be a resource code for deriving the storage address. It may be. If the storage address is a resource code, the storage address must be read from the resource code with reference to the table 40 of FIG. 3, and then an object element must be read based on the storage address.

The PT object element thus read is transferred to the display device 7 and displayed outside. The user makes a presentation to the customer by using the PT object element (presentation slide) output through the display device 7, and when the description of the page is completed, the next page is called.

When there is a call of the next page from the user, the PT resource calling unit 121 determines that the presentation has not been completed, increases the number of pages of the PT object element (the position of the pointer in FIG. 3B) by "1", and then The storage address of the page indicated by (pointed to by the pointer) is read as in S240. Thereafter, the process of steps S240 to S270 is repeatedly performed until the presentation ends. (S280, S290)

Thus, the user can proceed with the customized presentation as if the presentation data file was created and stored in advance for the customer.

As described above, the present invention is not limited to the above-described embodiments, and various changes within the equivalent scope of the technical concept of the present invention and the claims to be described below by those skilled in the art to which the present invention pertains. Of course, modifications and variations are possible.

The presentation method of the present invention registers the arrangement order and storage address of the presentation slides for each event, and calls and displays corresponding slides according to the registered order, so that a large amount of presentation data files are stored in advance for each event. no need.

 In addition, the present invention provides a very simple user interface to easily register the call order of the presentation material for each customer.

Claims (11)

delete delete delete delete delete delete delete A PT element database that stores at least one presentation slide element (hereinafter referred to as PT element) for introduction of a specific insurance product in units of pages for each insurance product, an arrangement order, a title, and a storage address of the PT elements. As a method of editing and executing presentation data for each customer by using a computer system including a PT array information database storing PT element array information for each insurance product, the method includes: (1) receiving selection information of an insurance product corresponding to a customer to be presented; (2) extracting PT element array information corresponding to the selected insurance product from the PT array information database and displaying the same; (3) receiving at least one or more desired PT elements from the PT element arrangement information and temporarily storing them; (4) repeatedly performing the processes of (1) to (3) for every insurance product related to the customer; (5) receiving a new reordering order for all the temporarily stored selected PT elements, and generating the PT array file corresponding to the customer by storing the relocated PT elements in that order; (6) selecting a customer to present and extracting the PT array file corresponding to the selected customer; (7) reading an arrangement order of PT elements from the extracted PT array file, and sequentially loading corresponding PT elements from the PT element database according to the arrangement order; (8) displaying the read PT elements in sequence. The method of claim 8, And the PT array file comprises a sequence of PT elements and a storage address of each element. delete delete

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