KR20020005119A - Customer information management system for characterizing customer information and method thereof - Google Patents

Abstract

PURPOSE: A client information management system for specializing client information and a method therefor are provided to manage client information by itemizing the client information, and setting up values of the respective items. CONSTITUTION: A user interface unit(100) receives client information from a user(10) or outputs requested client information to the user(10). The user interface unit(100) composes the client information from the user(10) in field item units, and transmits the field item unit client data to a value item input processing unit(200). The value item input processing unit(200) receives the field item data and value input request information from the user(10), decides values of the respective field item data, and transmits the result to an item value statistical database(400) and an individual value database(500). A specialized item output processing unit(300) receives a search request and a client ID or search key, searches the individual value database(500), decides specialized items of the client, and outputs a specialized item list and client information items to the user interface unit(100), so that the user(10) can be easily informed of properties of the client according to the specialized items of the client.

Description

CUSTOMER INFORMATION MANAGEMENT SYSTEM FOR CHARACTERIZING CUSTOMER INFORMATION AND METHOD THEREOF}

The present invention relates to a customer information management system and method, and more particularly to a customer information management system and method for characterizing customer information to more efficiently manage customer information.

In the conventional information system, after the various information about the customer is stored in the storage medium as it is at the time of input, when the user retrieves the information about the customer, the information according to the stored state can be obtained.

For example, in a conventional information system using a database, information obtained from a customer is stored in each field, and when a user inputs a social security number or customer ID for the customer, the information field and the data stored in the field are stored. Was output. However, since too much information about the customer appears in an output device such as a monitor, etc., it is entirely up to the user to select and judge useful information in the customer relationship management. It was only true to its function. Therefore, information acquisition for customer management is inevitably arbitrary and inefficient.

In other words, the conventional information system performs simple procedures such as storing, retrieving, and outputting information obtained from a customer in a database, and differentiates and characterizes a variety of customer information when storing and retrieving it in a database. It was not integrated and managed efficiently.

Accordingly, an object of the present invention is to implement a customer by processing a variety of information content to differentiate and characterize according to the importance, so that the user can quickly and accurately obtain important information about the customer to perform customer management more efficiently It is to provide an information management system and method.

According to one aspect of the invention,

Means for organizing the customer information in field item units;

Means for assigning predetermined weights to customer information organized in units of field items;

Means for storing and storing the weighted customer information; And

Means for setting customer information having a weight greater than a predetermined reference value stored in said storage means as characterization item information;

Provides a customer information management system comprising a.

The above-described customer information management system may further include input / output processing means for displaying the customer information set as the characterization item information on a predetermined specific area of the output screen.

According to another aspect of the present invention,

Organizing the customer information in field item units;

Assigning a predetermined weight to customer information organized in units of field items;

Storing the weighted customer information; And

Setting customer information with a weight of the customer information stored in the storage means greater than a predetermined reference value as characterization item information;

It provides a customer information management method comprising a.

1 is a system configuration conceptual diagram illustrating a customer information management system for characterizing customer information, in accordance with an embodiment of the present invention.

2 is a diagram illustrating a configuration of a weight item input processing unit 200 in the customer information management system of FIG. 1.

3 is a flowchart for explaining an input process of the weight item input processing unit 200.

4 illustrates an example of a screen displaying an evaluation value setting window for each detailed item of the user weight determination rule setting tool 220 in which a user may directly set a weight determination rule.

5 is a screen example of a weight determination rule setting window of the user weight determination rule setting tool 220 in which a user may directly set a weight determination rule.

FIG. 6 is a diagram illustrating a configuration of the characterization item output processing unit 300 in the customer information management system of FIG. 1.

7 is a flowchart for describing an output process of the characterization item output processing unit 300.

8 is a screen example showing a search rule setting window of the user weight search rule setting tool 320 in which a user can directly set a weight search rule.

9 is a screen example showing a priority list setting window of the user weight search rule setting tool 320 in which a user can directly set a weight search rule.

FIG. 10 is a screen example showing overall customer information including characterization items as a result of the system in accordance with the present invention. FIG.

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

10: user

100: user interface unit

200: weighted item input processing unit

300: characterization item output processing unit

400: item weight statistics database

500: Individual Weights Database

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

When remembering and identifying others, remember them by their distinctive features, such as tall people, high money people, high-ranking officials, special engineers, golfers, and people who like fishing. Tend to. The system according to the invention is designed to model and systemate such a memory model. That is, by configuring the customer information in field item units, the weight is determined on the customer information in field item units based on the weighting rules stored in the database, and then the weighted customer information is stored in the database, while the stored customer information is stored. When searching for and outputting, the item with a large weight is set as a characterization item so that the data of the item appears in an area for displaying the characterization item when the user outputs the screen, so that it is easy to grasp the characteristic information of the customer. It is.

1 is a conceptual diagram of a system configuration for a customer information management system for characterizing customer information, according to an embodiment of the present invention. The customer information management system of the present invention includes a user interface unit 100, a weight item input processing unit 200, a characterization item output processing unit 300, an item weight statistical database 400, and an individual weight database 500. . The functions of the components of the customer information management system of the present invention will be described below.

The user interface unit 100 is provided to receive customer information from the user 10 or to output customer information requested from the user 10. The user interface unit 100 configures customer information received from the user 10 in units of field items, and sends customer data (hereinafter referred to as field item data) in units of field items to the weight item input processing unit 200. . The field item data may include customer information such as field items such as Table 1, namely {field separator, field item name, field item data, field item type, application rule, weight, detail item 1 name, detail item 1 evaluation value,... } May be formed into a data structure composed of one unit. Here, the application rules, weights, and sub-item evaluation values are determined by the configuration and procedure of the present invention to be described later, which will be described in detail below.

Field item data structure Field separator No. 101 … Field item name golf … Field item data expert … Field item type text … Rules of application … weight … Detail item 1 name Movement interval … Detail item 1 data 21st Item 1 Evaluation Value … … … … Details N Name Handicap … Detail N Data 15 Detail N Evaluation Value …

In addition, the user interface unit 100 transmits information (hereinafter, referred to as weight input request information) for requesting a weight to be input to the field item to the weight item input processing unit 200.

The weight item input processing unit 200 receives the field item data and the weight input request information provided from the user 10 through the user interface unit 100, determines the weight for each field item data, and then, for example, weights. Statistical information such as averages, standard deviations, customer rankings, maximum values, and the like are obtained, and the results are provided for storing in the item weight statistical database 400 and the individual weight database 500. The weight item input processing unit 200 may set a rule for determining a weight and store the set weight determination rule in a separate database in the process of determining the weight and databaseting the statistical result.

The characterization item output processing unit 300 includes a search request and an identifier or a search key (for example, a social security number or a customer ID, etc.) of the customer to be searched. If the user is inputted, the individual weighting database 500 is searched to determine the characterization item of the customer, and the user interface part 100 outputs the item for the characterization item and other customer information to the user interface unit 100. It is provided to facilitate understanding of the characteristics of the customer through the customer's characterization items. In this case, similar to the weighted item input processor 200, the characterized item output processor 300 may set a search rule and store the set search rule in a separate database so that a user can perform various and desired searches.

The item-weighted weight statistics database 400 receives and stores data whose weight is determined for each item from the weighted item input processing unit 200 and the result is statistically processed. The data stored in the item-weighted weight statistics database 400 is searched for the item-weighted weight statistics processing by the weighted item input processing unit 200 and its updating. For each weighted field item, the item-weighted weight statistics database 400 includes, for example, {field item ID, field item name, applied rule, weighted average value, weighted standard deviation, weighted maximum value, weighted minimum value, top N weighted values, and Social security number of the top N weight value holders}. Table 2 illustrates a data structure included in the item weight statistics database 400.

Field item ID No. 1 2 3 4 5 No. 12346 … Field item name golf Transaction history … Rules of application One One Weighted average 5 6 … Weighted standard deviation xx yy … Weighted maximum 9.5 9.0 … Weighted minimum 0 2 … 1st weight value 9.5 9.0 … First place holder social security number 550123-1025414 530406-1034523 … … … … … Nth weight 9.0 8.5 … N rank holder social security number 610330-1234567 680051-1426890 …

When the weight item input processing unit 200 obtains the weight determination and statistical information, all information about the weight item input processing unit 200 is stored in the individual weight database 500. The individual weight database 500 has information for each customer of {field item ID, field item name, field item data, application rules, weights, statistical ranking, detailed item information, etc.] using the social security number as a separator. Table 3 illustrates the data that the individual weight database 500 includes.

Social Security Number = 650701-0125433 Field item ID No. 123456 No. 1234567 … Field item name golf Representative position … Field item data expert Managing Director … Rules of application One One … Weight value 8 8 … Statistics rank 15 9 … Detail item 1 name Movement interval … Detail item 1 data 7 days) … … … … Details N Name Golf handicap … Detail N Data 20 …

FIG. 2 is a diagram illustrating a configuration of the weight item input processing unit 200 in the customer information management system of FIG. 1, and FIG. 3 is a flowchart for describing an input process of the weight item input processing unit 200.

As shown in FIG. 2, the weight item input processing unit 200 includes an input processor 210, a user weight determination rule setting tool 220, a weight determination rule database 230, a weight determination processor 240, and a statistical processor. It includes a 250, and is connected to the user interface unit 100 to receive various data and weight input request for the customer information from the user interface unit 100, the item weight statistics database for item weight statistics processing 400 is connected to an individual weight database 500 to store all customer information including the results completed up to statistical processing.

In the weight input processing unit 200, a procedure of storing field item data to which weight is applied among the inputted customer information data in a database or updating field item data stored in the database is parallel to FIGS. 1 and 2. It demonstrates with reference.

First, field item data is input from the user interface unit 100 (step 201). The field item data is composed of customer information input by the user 10. As described above, the data structure of the field item data as shown in Table 1 is formed by the user interface unit 100. At this time, the weight input request is transmitted from the user interface unit 100 to the input processor 210 for the field item to which the weight is to be input (step 203). The input processor 210 analyzes and processes various request data and customer information data received from the user interface unit 100. The input processor 210 analyzes the type of the user's input request and extracts field item data (hereinafter referred to as weighted field item data) having data items that have not yet been determined, such as application rules, weights, or evaluation values (steps). 205). Here, if a weight input is requested for the weight field item data, the input processor 210 transfers it to the weight determination processor 240. The weight determination processor 240 refers to the weight determination rule database 230 to determine a weight determination rule applied to the weight field item ID in order to determine the value of the weight for the weight field item data transferred from the input processor 210. Confirm (step 207). Subsequently, the weight determination processor 240 searches the weight determination rule database 230 to determine the weight (step 209). In this embodiment, the weight is set to 0.0 to 9.9. If there is a detail item in the field item, the weight is determined by a weight determination rule such as calculating an average value of the evaluation values of the detail item or selecting the highest value. As an embodiment of the present invention, the weight determination rule may be set by the user 10 and updated in the weight determination rule database 230. That is, when the user 10 wants to set the weight determination rule, the user interface unit 100 sends a weight determination rule setting request to the user weight determination rule setting tool 220 by the user's request, and the user 10 May set a weight determination rule using the user weight determination rule setting tool 220 provided in the system of the present invention. The previous weight determination rule stored in the weight determination rule database 230 is updated with the weight determination rule set by the user 10. Setting the weight determination rule directly by the user 10 will be described in detail later. The weight determination processor 240 determines the weight for the corresponding field item by applying the weight determination rule of the weight determination rule database 230. Once the weights are determined, the statistics processor 250 searches the item weight statistics database 400 and performs known statistical processing to determine the percentage ranking, weighted average value, standard deviation, maximum value, minimum value, ranking for the customer as a whole. Statistical information such as a star weight value is obtained (step 211). All the results thus determined are stored or updated in the individual weight database 500 (step 213). After the saving and updating is completed, the weighted result value is output on the screen so that the user 10 can check the weighted value of the corresponding field data (step 215). The weighting input procedure of ended (step 217). Through such a weight input procedure of the customer information, various information is differentiated by applying a weight to each item of the customer information, and a specialized database is built to reflect the characteristics and personality of the customer.

Now, setting the above-described weight determination rule will be described in more detail with reference to the screen examples of FIGS. 4 and 5. 4 illustrates an example of a screen in which an evaluation value setting window for each subitem of the user weight determination rule setting tool 220 enables a user to directly set a weight determination rule, and FIG. 5 shows a user who can directly set a weight determination rule. An example of the screen on which the weight determination rule setting window of the user weight determination rule setting tool 220 is displayed is shown. For the sake of explanation, golf is described as an example of a field item having detailed items. Assume that the detail item of the golf item includes, for example, an average exercise interval item, a golf handicap value item, and a golf membership item. First, if the golf item is selected in the main setting screen, the evaluation value setting window for each detailed item is presented. In the evaluation value setting window for each sub-item, the evaluation value according to the range area for each sub-item is input. Here, the evaluation value is a weight for the detail item, and is used to calculate the weight of the field item to which the detail item belongs. When the user decides each evaluation value for the golf item's detail items such as the average exercise interval item, the golf handicap value item, and the golf membership item, the golf item weight determination rule window is displayed. When the method selects and stores the average value or the highest value of the evaluation values and then terminates, the above-described settings are stored in the weight determination rule database 230. When setting the decision rule to determine the average value of the evaluation values as the weight of the field item, a simple mean such as, for example, 'sum of evaluation values / number of detail items' may be the weight of the field item. As illustrated in the weight determination rule setting window of 5, sub-weights are given to the sub-items so that '(evaluation value of sub-item 1 x separate weight of sub-item 1) +... The determination rule may be set such that the weighted average value is equal to the weight of the field item, such as + (sum of evaluation value of the detail item N × separate weight of the detail item N) / separate weight of the detail item. For example, the contents of the stored database are shown in Tables 4, 5, and 6 below. Table 4 is a table illustrating evaluation values for the exercise interval set through the detailed item evaluation value setting window of FIG. 4, and Table 5 illustrates an evaluation value of a handicap value set through the detailed item evaluation value setting window of FIG. 4. Table 6 illustrates a configuration of the golf determination rule set through the weight determination rule setting window of FIG. 5. The evaluation value and the weight determination rule set by the user are stored in the weight determination rule database 230, and the weight determination processor 240 calculates the weight of each field item based on the stored determination rule.

start date End date Evaluation One 7 9.9 8 14 9 15 30 8 … … … … … … … … … 180 365 3

Starting value End value Evaluation -10 0 9.9 One 5 9 6 10 8 11 15 7 … … …

Rule ID Detail item 1 Detail item weight 1 … Detail item N Detail Item Weight N How to set up No. 1 2 3 4 5 Movement interval 2 … Golf membership One medium

As can be seen from the foregoing, according to a preferred embodiment of the present invention, the weight of each field item data is determined, and the weighted field item data is stored in a database, so that the characteristics of the customer can be identified. Customer information can be characterized for presentation.

Now, the configuration of the system of the present invention for retrieving and outputting specialized customer information and its processing procedure will be described.

FIG. 6 is a diagram illustrating a configuration of the characterization item output processor 300 in the customer information management system of FIG. 1, and FIG. 7 is a flowchart for describing an output process of the characterization item output processor 300.

As shown in FIG. 6, the characterization item output processor 300 includes an output processor 310, a user weight search rule setting tool 320, a weight search rule database 330, and a weight item search processor 340. It is connected to the user interface unit 100 to receive a search request for the customer information and the social security number from the user interface unit 100, and the item weight statistics database 400 to retrieve the item weight statistics processing results ) Is connected to an individual weight database 500 for retrieving all customer information including the results completed up to statistical processing.

Characterization item output processing unit 300, the weighted item of the customer information stored in the database to generate a characterization item list to be displayed in the characterization field, and then outputs the processing to display the characterization item and the general customer information item on the user screen The procedure is described with reference to FIG.

First, the customer information retrieval request data is provided from the user 10 via the user interface unit 100 to the output processor 310 (step 301). At the same time, the social security number is also provided to the output processor 310 as an input key for the user 10 to obtain desired customer information. When the search request and the social security number are transmitted from the user interface unit 100 to the output processor 310, the output processor 310 weights the request data for extracting the customer information including the social security number and the like. (Step 303). The weight item search processor 340 searches the weight search rule database 330 to identify the currently specified search rule (step 305). As an embodiment of the present invention, the weight item search rule may be directly set by the user 10 and stored in the weight search rule database 330. That is, when the user 10 wants to set a weight search rule, a request for setting the weight search rule is sent from the user interface 100 to the user weight search rule setting tool 320, and the user 10 searches for the user weight. The weight search rule is set using the rule setting tool 320. The weight search rule of the weight search rule database 330 is updated with the set weight search rule. The setting of the weight search rule by the user 10 will be described later in more detail. The weighted item search processor 340 searches the individual weight database 500 to obtain the weighted field information of the customer (step 307), and then applies the updated weighted search rule to distinguish between the characterized item and the general item, and to list the characterized item list. Is extracted (step 309). When the characterization item list is extracted, the output processor 310 sends this information to the user interface unit 100 to display the characterization item information in the characterization item area of the user screen, and other general information is displayed in the predetermined field area. (Step 311), the characterization item output processing procedure ends (step 313).

Setting the above-described weight search rule will be described in detail with reference to the screen examples of FIGS. 8 and 9. FIG. 8 is a diagram illustrating an example of a screen on which a search rule setting window of the user weight search rule setting tool 320 in which a user directly sets a weight search rule is displayed, and FIG. 9 is a user in which the user can set a weight search rule directly. It is a figure which shows the example of the screen on which the priority list setting window of the weight search rule setting tool 320 was displayed.

First, a search rule setting window is presented so that a user can set a search rule. The user directly designates a characterization item among the weight items of the customer, for example, a field item whose weight is equal to or greater than a user-specified value (hereinafter, referred to as a designated value) as a characterization item, and the weight is used by There is a method of making a field item having a rank higher than a designated rank (hereinafter, designated rank) as a characterization item. The user can select a desired rule among the search rules presented in the search rule setting window and input a reference value (for example, a designated value or a designated rank). The search rule set by the user is stored in the weight search rule database 330, which is referenced by the weight item search rule processor 340 to determine the characterization item. In addition, as a method of specifying a weight search rule, a method of assigning priority to a weight field item may be used. This method may allow the user to give the field items deemed important to be superior to the same weight items. According to this method, when the display area of the characterization item is limited, when the plurality of items having the same value or the same rank exist, the characterization item can be determined based on the set priority. In addition, the combination of the above-described search rules may be applied to extract the characterization item according to a user's desired criteria and display it in the characterization item area. Exemplary contents of the above-described search rules stored in the weight search rule database 330 are shown in Tables 7 and 8 below. Table 7 is a table illustrating a search rule set by a user, and Table 8 is a table illustrating a priority set by a user.

Search method Set Specified value Search by absolute value ○ 7 Search by statistical rank × 10 Search by priority ○ ·

Priority Field item name One Transaction history 2 spot … … N key

10 shows an example of a screen displaying overall customer information including a characterization item as a result of the system according to the present invention. In the Characterization field area at the top of the screen, the characterization items representing the characteristics of the customer are displayed. As illustrated in the customer management information window shown in FIG. 10, representative titles, religions, representative positions, and birthday items are selected as characterization items, and weights set for each item are displayed in right parenthesis of each item. . This screen example is provided so that the present invention can be more easily understood, so that the fields that can be specialized in managing customer information include not only the above-mentioned items but also occupations (details such as occupation, position, job, etc.) and assets. (Annual income, financial asset size, real estate income, etc.), honorary titles (past titles, representative titles, roles in an activity group, etc.), physical characteristics (gender, height, weight, etc.), family relationships (marital status, Siblings, number of children, etc., personal orientation and hobbies (religion, hiking, fishing, go, golf, travel, reading, watching movies, theatre, other viewing, shopping, collecting, swimming, tennis, flower arrangement, photography, PC Communication and the Internet, etc.). In addition, as shown in FIG. 10, a picture of the customer may be attached to maximize the user's recognition of the customer.

The specific embodiments described so far in the present specification are intended to clarify the technical contents of the present invention to the last, and the scope of the present invention should not be construed in consultation with only the above-described examples. Those skilled in the art should understand that various modifications, changes and substitutions can be made within the spirit and scope of the claims set forth below.

According to the system for characterizing the customer information of the present invention, by setting the weight individually to characterize the customer information by characterizing the customer information, the customer information for the customer is differentiated for each item, various and numerous customer information is integrated It can be managed more efficiently from the point of view. In addition, a characterization item that is a result of the customer information specialization is provided to the user, so that the user can acquire characteristic and important information about the customer more quickly and accurately, thereby maximizing utilization of the customer information.

Therefore, the system for characterizing the customer information of the present invention should be able to quickly recognize the customer when a call comes or makes a call from a financial institution, a media agency, a broadcasting company, etc., which must manage complex customer information. This can be useful for call center systems, large-scale organizational internal human resources management systems, etc. In addition, it can be effectively used in the case of reunion management, fellowship management, and staff management, which must manage information on a large number of members.

Claims (17)

In the customer information management system for characterizing customer information, Means for assigning a predetermined weight to the customer information; And Means for causing the customer information having a weight greater than the predetermined reference value to be set as the characterization item information. Customer information management system comprising a. In the customer information management system for characterizing customer information, Means for organizing the customer information in field item units; Means for assigning a predetermined weight to customer information organized in units of field items; Means for storing and storing the weighted customer information; And Means for setting customer information having a weight greater than a predetermined reference value stored in said storage means as characterization item information; Customer information management system comprising a. The method according to claim 1 or 2, I / O processing means for displaying the customer information set as the characterization item information on a predetermined specific area of the output screen Customer information management system comprising more. The method of claim 2, wherein the weighting means Means for extracting customer information requiring weight determination by analyzing the customer information; Means for determining weights for the extracted customer information; And Means for obtaining statistical information from the weight and then storing the statistical information and the customer information in the customer information storage means Customer information management system comprising a. The method of claim 4, wherein the weighting means Means for setting a decision rule for weighting any of the field items when requested to set a weight determination rule from a user; And Means for storing the set decision rule Include more, And the weight determining means determines the weight based on the stored weight determination rule. The method of claim 2, wherein the characterization item setting means Means for analyzing the customer information search request and the search key data when receiving a customer information search request and search key data from a user; Means for retrieving weighted customer information stored in the customer information storage means based on the analysis information to generate a list of characterized items of the customer; And Means for outputting customer information data including said list of characterized items Customer information management system comprising a. The customer information management system according to claim 6, wherein the search key data is a social security number. The method of claim 6, wherein the characterization item setting means Means for setting a search rule for retrieving a weighted item equal to or greater than a predetermined reference value as a characterization item when requested to set a weight search rule from a user; And Means for storing the set weight retrieval rule Further comprising the weight search means for searching based on the stored weight search rules. The method of claim 2, wherein the weighting means assigns a weight for the subitem when the subitem is set below the field item, and determines the weight of the field item from the value of the weight of the subitem. Customer information management system. The customer information management system of claim 9, wherein the weight of the field item is determined by calculating a weight of the detail item as a maximum value or an average value. The method of claim 4, wherein the means for obtaining the statistical information from the weight and then storing the statistical information and the customer information in the customer information storage means comprises: a field having the same weight by giving priority to each field item; A customer information management system that statistics to give an advantage over an item. In the customer information management method for characterizing customer information, Assigning a predetermined weight to the customer information; And Causing the customer information having a weight greater than the predetermined reference value to be set as the characterization item information. Customer information management method comprising a. In the customer information management method for characterizing customer information, Organizing the customer information in field item units; Assigning a predetermined weight to customer information organized in units of field items; Storing the weighted customer information; And Setting customer information with a weight of the customer information stored in the storage means greater than a predetermined reference value as characterization item information; Customer information management method comprising a. In the customer information management system for characterizing customer information, A user interface unit for receiving an input request, a search request, and the customer information from a user and configuring the customer information in field item units; A weight item input processing unit for assigning a predetermined weight to the customer information in the field item unit; A database unit including an item weight statistics database in which item weight statistics processing is stored, and an individual weight database in which all individual information including weighted information is stored so as to store the predetermined weighted customer information; ; And Characterized item output processing unit for setting an item having a weight higher than a predetermined reference value among the customer information for each field item stored in the database unit as a specialized item. Customer information management system comprising a. The customer information management system according to claim 14, wherein the user interface unit processes the characterization item set by the characterization item output processing unit to be displayed on a screen of a predetermined specific area. The method of claim 14, wherein the weight item input processing unit, An input processor for analyzing the input request received from the user and the customer information for each field item to extract customer information for each field item to which a weight is to be input; A weight determination processor for determining a weight with respect to the customer information for each field item; A statistical processor for acquiring statistical information from the weighted customer information and storing the statistical information and the customer information in the database unit to determine a rank and a statistical value; And A user weight search rule setting means for setting a decision rule for weighting any of the field items among the field items when requested to set a weight determination rule from the user, and means for storing the set weight search rule Wherein the weight determination processor determines the weight based on the stored weight determination rule. The method of claim 14, wherein the characterization item output processing unit, An output processor for processing the client information search request and the search key data when the user information search request and the search key data are input from the user, while analyzing the customer information search request and the search key data and outputting the customer information data including the list of the specified items; ; A weight item search processor for searching for customer information stored in the database unit based on the analysis information and generating a list of the characteristic items of the customer; And A user weight search rule setting means for setting a search rule for searching a weighted item having a weight equal to or greater than a predetermined reference value as a characterization item when requested to set a weight search rule from the user, and means for storing the set weight search rule Wherein the weighted item search processor searches based on the stored weighted search rules.