KR20200109058A - User device and interworking method thereof - Google Patents

Abstract

According to an embodiment of the present invention, a first user terminal comprises: a processor confirming, in the case of receiving a message from a customer terminal, a customer who has sent the message on the basis of identification information of the customer terminal, and generating a control signal for enabling a second user terminal to output a first user interface for displaying customer information corresponding to the customer; and a memory storing the identification information of the customer terminal and commands executable in the processor, wherein the first user interface includes information on customer consultation specifications and one or more graphic objects, and is capable of being output as a separated layer discriminated from a layer being output on a display unit of a second user terminal. The present invention can efficiently transmit customer information to users by interworking heterogeneous terminals of users.

Description

User terminal and its interworking method {USER DEVICE AND INTERWORKING METHOD THEREOF}

The present invention relates to a user terminal, and more particularly, to a user terminal that transmits/receives a message with a customer or provides customer information by interlocking heterogeneous user terminals.

An insurance planner refers to a person who recommends and sells various insurance products such as life, insurance, pension, and savings that are suitable for an individual, taking into account the individual's income, expenses, and characteristics.

Since insurance planners are at the forefront of their business and perform tasks that face customers directly, the ability to respond to customers may also be required of insurance planners.

Accordingly, when an insurance agent receives a phone call or a message from a customer, the insurance agent needs a process of verifying the customer information such as the customer's resident registration number, the customer's ID, and the customer's phone number to know the customer's information.

On the other hand, with the recent development of various personal information devices such as smart phones, tablet PCs, and notebooks, there is a need for a method of providing insurance-related information to customers by intelligently synchronizing different types of terminals that are compatible with each other.

Korean Patent Publication 10-2015-0035680 provides a method of measuring and managing health information by linking a healthcare station and a personal portable terminal.

The present disclosure is drawn in response to the above-described background technology, and is intended to efficiently deliver customer information to the user by interlocking the user's heterogeneous terminals.

In addition to the technical problems of the present invention mentioned above, other features and advantages of the present invention will be described below or will be clearly understood by those of ordinary skill in the art from such technology and description.

Disclosed are a first user terminal and a second user terminal according to an embodiment of the present invention for solving the above-described problems.

In one embodiment of the present disclosure, when receiving a message from the customer terminal, the first user terminal identifies the customer who sent the message based on the identification information of the customer terminal, and customer information corresponding to the customer A processor for generating a control signal for outputting a first user interface for displaying a second user terminal, and a memory for storing identification information of the customer terminal and instructions executable by the processor, the first user interface May be output as a separate layer that includes the customer's consultation history information and one or more graphic objects, and is distinguished from a layer that is output on the display unit of the second user terminal.

Alternatively, the processor may determine to transmit the control signal directly to the second user terminal or to transmit the control signal to a separate server communicating with the second user terminal.

Alternatively, when a touch or press is applied to the one or more graphic objects of the first user interface, a preset function for allowing interaction with a customer or a customer terminal corresponding to the customer information may be performed. have.

Alternatively, the preset function may include at least one of: a function of sending a message to a customer or a customer terminal corresponding to the customer information, and a function of recording counseling contents for a customer corresponding to the customer information.

Alternatively, the first user interface may be used to perform an additional function for the customer consultation in the second user terminal in parallel with the customer consultation performed by the first user terminal.

Alternatively, the processor, when receiving customer information from the second user terminal, reads identification information of a customer terminal corresponding to the customer information, and based on the read identification information of the customer terminal, the customer terminal Can decide to send a message to.

In one embodiment of the present disclosure, the second user terminal, when receiving a control signal from the first user terminal, reads customer information in response to the control signal, and displays the read customer information. A processor determining to output a user interface, a memory storing the customer information and instructions executable in the processor, and a display unit displaying the first user interface, wherein the first user interface includes the customer information and one It includes the above graphic objects, and may be output as a separate layer that is distinct from the layer being output on the display unit.

In addition, a method for interworking with a user terminal according to another embodiment of the present disclosure is disclosed. The method of interworking with a user terminal includes receiving a message from a customer terminal, when receiving a message from a customer terminal, confirming the customer who sent the message based on the identification information of the customer terminal, and responding to the customer. Generating a control signal for a second user terminal to output a first user interface for displaying customer information, wherein the first user interface includes the customer's consultation history information and one or more graphic objects And, it may be output as a separate layer that is distinguished from a layer being output on the display unit of the second user terminal.

In addition, a method for interworking with a user terminal according to another embodiment of the present disclosure is disclosed. The interlocking method of a user terminal includes: receiving a control signal from a first user terminal, reading customer information in response to the control signal when receiving the control signal from the first user terminal, and the read customer Determining to output a first user interface for displaying information, wherein the first user interface includes the customer information and one or more graphic objects, and is distinguished from a layer being output on the display unit. It can be output as a separate layer.

Also disclosed is a computer program stored in a computer-readable storage medium including encoded instructions according to another embodiment of the present disclosure. When the computer program is executed by one or more processors of a computer system, the one or more processors cause the one or more processors to perform the following operations for interworking with a user terminal, the operations of receiving a message from a customer terminal, When receiving a message from a customer terminal, the operation of confirming the customer who sent the message based on the identification information of the customer terminal and a first user interface for displaying customer information corresponding to the customer is provided with a second user terminal. And generating a control signal to be output, wherein the first user interface includes the customer's consultation history information and one or more graphic objects, and is displayed on the display unit of the second user terminal. It may be output as a separate layer distinguished from and.

Also disclosed is a computer program stored in a computer-readable storage medium including encoded instructions according to another embodiment of the present disclosure. When the computer program is executed by one or more processors of a computer system, the one or more processors perform the following operations for interworking with a user terminal, and the operations receive a control signal from a first user terminal. An operation of, when receiving the control signal from the first user terminal, reading customer information in response to the control signal, and determining to output a first user interface for displaying the read customer information Including, the first user interface may include the customer information and one or more graphic objects, and may be output as a separate layer distinguished from a layer being output on the display unit.

According to the present disclosure, customer information can be efficiently delivered to a user by interlocking user's heterogeneous terminals.

In addition, other features and advantages of the present invention may be newly recognized through embodiments of the present invention.

1 is a schematic diagram of a customer information management server and a user's first and second terminals according to an embodiment of the present invention.
2 is a block diagram of a customer information management server according to an embodiment of the present invention.
3 is a signal flow diagram for providing customer information according to an embodiment of the present invention.
4A and 4B are diagrams illustrating an example of a user interface for a user's first terminal to receive a message from a customer terminal and to provide customer information to a user's second terminal according to an embodiment of the present invention.
5 is a signal flow diagram for providing identification information of a customer terminal according to an embodiment of the present invention.
6A, 6B, and 6C are diagrams illustrating an example of a user interface for receiving a user input signal from a user's second terminal according to an embodiment of the present invention, and a phone connection from a user's first terminal to a customer's terminal. .
7 is a flowchart for providing customer information according to an embodiment of the present invention.
8 is a flowchart of providing identification information of a customer terminal according to an embodiment of the present invention.
9 is a schematic diagram of a first user terminal and a second user terminal according to another embodiment of the present invention.
10 is a block diagram of a first user terminal according to another embodiment of the present invention.
11 is a block diagram of a second user terminal according to another embodiment of the present invention.
12 is a signal flow diagram illustrating interworking between a first user terminal and a second user terminal according to another embodiment of the present invention.
13 is a signal flow diagram showing interworking between a first user terminal and a second user terminal according to another embodiment of the present invention.
14 is a block diagram of a computing device according to an embodiment of the present disclosure.

Various embodiments will now be described with reference to the drawings, and like reference numbers are used throughout the drawings to indicate like elements. In this specification, various descriptions are presented to provide an understanding of the present disclosure. However, it is clear that these embodiments may be implemented without such detailed description. In other examples, well-known structures and devices are provided in block diagram form to facilitate description of the embodiments.

The terms "component", "module", "system" and the like as used herein refer to computer-related entities, hardware, firmware, software, a combination of software and hardware, or execution of software. For example, a component may be, but is not limited to, a process executed on a processor, a processor, an object, an execution thread, a program, and/or a computer. For example, both an application running on a computing device and a computing device may be components. One or more components may reside within a processor and/or thread of execution, and a component may be localized within one computer, or may be distributed between two or more computers. Additionally, these components can execute from a variety of computer readable media having various data structures stored therein. Components are, for example, signals with one or more data packets (e.g., data from one component interacting with another component in a local system, a distributed system, and/or data via a signal over another system and a network such as the Internet. ) To communicate via local and/or remote processes.

Description of the presented embodiments is provided so that those of ordinary skill in the art of the present disclosure can use or implement the present disclosure. Various modifications to these embodiments will be apparent to those of ordinary skill in the art, and general principles defined herein may be applied to other embodiments without departing from the scope of the present disclosure. Thus, the present disclosure is not limited to the embodiments presented herein, but is to be interpreted in the widest scope consistent with the principles and novel features presented herein.

The terms "user's first terminal" and "first user terminal" as used herein can often be used interchangeably. In addition, the terms "user's second terminal" and "second user terminal" as used herein can often be used interchangeably. In addition, the terms “sending”, “sending” and “sending” as used herein may often be used interchangeably.

1 is a schematic configuration diagram of a customer information management server 200 and a first terminal 100 and a second terminal 300 of a user according to an embodiment of the present invention.

As shown in FIG. 1, the customer information management server 200 may be connected to the user's first terminal 100 and the user's second terminal 300 via a network 400 by wire/wireless.

According to an embodiment of the present invention, when the user's first terminal 100 receives a message from the customer terminal, the customer who sent the message is identified based on the identification information of the customer terminal, and the customer corresponding to the customer A control signal for outputting information to the user's second terminal 300 may be transmitted to the customer information management server 200 through the network 400. The customer information management server 200 reads customer information corresponding to a customer who sent a message to the user's first terminal among a plurality of pre-stored customer information based on a control signal received from the user's first terminal 100. I can. In addition, the customer information management server 200 may transmit the read customer information to the user's second terminal 300 through the network 400. The user's second terminal 300 may display a first user interface 420 indicating customer information received from the customer information management server 200.

The network 400 presented here is a Public Switched Telephone Network (PSTN), xDSL (x Digital Subscriber Line), RADSL (Rate Adaptive DSL), MDSL (Multi Rate DSL), VDSL (Very High Speed DSL), Various wired communication systems such as UADSL (Universal Asymmetric DSL), HDSL (High Bit Rate DSL), and local area network (LAN) can be used.

In addition, the network 400 presented here is CDMA (Code Division Multi Access), TDMA (Time Division Multi Access), FDMA (Frequency Division Multi Access), OFDMA (Orthogonal Frequency Division Multi Access), SCFDMA (Single Carrier-FDMA) And various wireless communication systems, such as other systems.

In addition, short-range communication modules such as Bluetooth, Wi-Fi, RFID (Radio Frequency Identification), infrared communication (IrDA, infrared Data Association), UWB (Ultra Wideband), ZigBee, etc. are the user's first terminals. It may be used for communication between the 100 and the second terminal 300 and the customer information management server 200.

The techniques described herein may be used not only in the networks mentioned above, but also in other networks.

Referring to FIG. 1, a user's first terminal 100 may transmit/receive a message from a customer's terminal.

The user's first terminal 100 may include a wired phone, a mobile terminal, a smart phone, etc., and is connected to a wired/wireless network to transmit/receive messages to the customer's terminal. And all types of terminals connected to and operating the customer information management server 200 through the wired/wireless network 400.

Here, the message may include at least one of various messages such as a phone call, a voice message, a short message service (SMS), a multimedia message service (MMS), a social network message, and a chat.

When the user's first terminal 100 according to an embodiment of the present invention receives a message from the customer's terminal, a control signal generated based on the identification information of the customer terminal is transmitted through the network 400 to the customer information management server ( 200).

The identification information of the customer terminal may include arbitrary information for identifying the customer terminal to which the user's first terminal 100 has transmitted a message.

Here, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer. The identification information of the customer terminal may be used to confirm information on the customer who has subscribed to insurance or the like. The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto. The control signal may be a signal for causing the user's second terminal 300 to output a first user interface 420 for displaying customer information corresponding to a customer who sent a message to the user's first terminal 100 .

That is, as will be described later, the control signal may be matched with customer information. The customer information management server 200 identifies who the customer sent a message to the user's first terminal 100 by using the customer's terminal through customer information corresponding to the identification information of the customer terminal, which is the basis for generating a control signal. Can be read.

To this end, a first application interworking with the customer information management server 200 may be installed in the user's first terminal 100 through the network 400 according to an embodiment of the present invention. When the user's first terminal 100 receives a message from the customer's terminal, the user's first terminal 100 may generate a control signal based on the identification information of the customer terminal through the first application. The control signal may be a signal for outputting customer information corresponding to a customer who has sent a message to the user's first terminal 100 through the user's second terminal 300. In addition, the user's first terminal 100 may transmit the generated control signal to the customer information management server 200. The above description is only one embodiment, and the user's first terminal 100 may transmit a control signal to the customer information management server 200 in various ways.

The customer information management server 200 reads customer information that has sent a message to the user's first terminal 100 among a plurality of pre-stored customer information based on a control signal received from the user's first terminal 100, The read customer information may be transmitted to the user's second terminal 300.

Referring to FIG. 1, a user's second terminal 300 may receive customer information from a customer information management server 200.

The user's second terminal 300 may include a personal computer (PC), a notebook (note book), a tablet PC, etc., and is connected to the wired/wireless network 400 to manage customer information. All types of terminals connected to the server 200 and operating are collectively referred to. That is, the user's second terminal 300 may be a terminal having more functions and rights than the user's first terminal 100.

Here, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

Such customer information may be collected and managed in the customer information management server 200 through the user's first terminal 100 and second terminal 300.

The user's second terminal 300 may display a user interface 410 indicating customer information. The user interface 410 is for inquiring and managing customer information collected through the user's first terminal 100 and the second terminal 300, so that the user can easily grasp information on a plurality of customers. It may be an interface to do.

In addition, when the user's second terminal 300 receives customer information (that is, read customer information) corresponding to the customer who sent the message to the user's first terminal 100 from the customer information management server 200 , The user's second terminal 300 may display a first user interface (UI) 420 indicating customer information. To this end, the user's second terminal 300 may be installed with a second application linked to the customer information management server 200 through the network 400 according to an embodiment of the present invention.

Specifically, the user's second terminal 300 may receive information about a customer who has sent a message or a call to the user's first terminal 100 through the pre-installed second application from the customer information management server 200. have. The user's second terminal 300 may display a first user interface 420 indicating part of customer information received through a pre-installed second application in the form of being overlaid on the display screen. That is, the first user interface may be output as a separate layer that is distinct from the layer being output on the display unit of the user's second terminal 300.

The first user interface 420 can be used to perform an additional function for the customer consultation in the user's second terminal 300 in parallel with the customer consultation performed by the user's first terminal 100. It may include the above graphic objects. When a user's touch or press (ie, input signal) on one or more objects included in the first user interface 420 is applied, a preset for allowing interaction with a customer or a customer terminal corresponding to the customer information The function can be performed.

The preset functions performed in response to the user's input signal for one or more objects include a function to send a call to a customer or customer terminal corresponding to customer information, a function to send a message to a customer or customer terminal corresponding to customer information, and a customer. It may include at least one of a function of inquiring detailed history of a customer corresponding to the information and a function of recording counseling contents for a customer corresponding to the customer information. That is, one or more graphic objects included in the first user interface 420 are among the call out graphic object 421, the message transmission graphic object 422, the history inquiry graphic object 423, and the customer information management graphic object 424. It may be at least one graphic object.

In other words, the user's second terminal 300 transmits a message to the user's first terminal 100 in response to the user's selection input to the first user interface 420, or a customer or customer who has made a call. It is possible to perform an additional process with the terminal.

Accordingly, the user's second terminal 300 may provide a first user interface 420 that transmits a message to the user's first terminal 100 or performs an additional process with the customer who made the call. As a result, convenience can be provided to the user, and the efficiency of consultation with customers can be increased.

A detailed description of a method of performing an additional process with a corresponding customer in response to a user's input signal to the first user interface 420 displayed on the user's second terminal 300 and effects thereof will be described later with reference to FIG. 4B. Do it.

Further, according to an embodiment of the present invention, customer information may be transmitted from the user's second terminal 300 to the first terminal 100 through the customer information management server 200.

The user's second terminal 300 may receive a user's input signal for causing the user's first terminal 100 to send a message to the customer terminal. When receiving an input signal from a user, the second terminal 300 may transmit customer information selected from the input signal to the customer information management server 200. The user's second terminal 300 may transmit the user's input signal to the customer information management server 200 through the network 400. The customer information management server 200 may read the identification information of the customer terminal based on the user's input signal and transmit the read identification information of the customer terminal to the user's first terminal 100 through the network 400. have. The user's first terminal 100 may send a message to the customer terminal based on the received identification information of the customer terminal.

Specifically, when the user's second terminal 300 receives an input signal for sending a message to the customer's terminal through the user interface (UI) 410 from the user, the user's second terminal 300 is The user's input signal may be transmitted to the information management server 200. The input signal transmitted to the customer information management server 200 may include identification information of the customer terminal.

To this end, the user's second terminal 300 may be installed with a second application linked to the customer information management server 200 through the network 400 according to an embodiment of the present invention.

Specifically, the user's second terminal 300 displays a user interface 410 representing customer information on the display screen through a pre-installed second application, and the user's first terminal 100 to the customer through the user interface. It is possible to receive an input signal from a user to send a message.

The customer information management server 200 may identify identification information of the customer terminal in response to a signal transmitted from the user's second terminal 300. The customer information management server 200 receives the user's input signal from the user's second terminal 300 and identifies the identification information of the customer terminal corresponding thereto (ie, identification information of the customer terminal to which the user wants to send a message). can do.

In addition, the user's first terminal 100 according to an embodiment of the present invention may receive identification information of a customer terminal from the customer information management server 200. When the user's first terminal 100 receives the identification information of the customer terminal from the customer information management server 200, the user's first terminal 100 transmits a message to the customer's terminal through the first application. Can be done.

That is, as will be described later, the customer information management server 200 may receive an input signal from the user from the user's second terminal 300 to cause the user's first terminal 100 to send a message to the customer's terminal. have. The customer information management server 200 may read identification information of a customer terminal included in the customer information based on the received input signal and transmit the identification information of the customer terminal to the first terminal 100 of the user.

The user's first terminal 100 may transmit a message to the customer's terminal based on the identification information of the customer terminal transmitted from the customer information management server 200.

To this end, a first application interworking with the customer information management server 200 may be installed on the user's first terminal 100 through the network 400 according to an embodiment of the present invention.

When the user's first terminal 100 receives the identification information of the customer terminal from the customer information management server 200 through the first application, the user's first terminal 100 can send a message to the customer terminal. have.

The above description is only one embodiment, and the user's first terminal 100 may send a message to the customer terminal in various ways.

2 is a block diagram of a customer information management server according to an embodiment of the present invention.

Referring to FIG. 2, the customer information management server 200 may include a processor 210, a memory 220, a transmission unit 230, and a reception unit 240.

Specifically, the customer information management server 200 transmits identification information of the customer terminal to one or more processors 210, a memory 220 storing instructions executable in one or more processors, and the first terminal 100 of the user, or A transmitter 230 that transmits customer information to the user's second terminal 300, a receiver that receives a control signal from the user's first terminal 100 or a user's input signal from the user's second terminal 300 (240) may be included.

The processor 210 according to an embodiment of the present invention manages an application or program operated in the user's first terminal 100 or the second terminal 300, or manages the user's first terminal 100 or the second terminal. Through 300, customer information may be collected and managed, or a user interface and other necessary information may be provided at the request of the user's first terminal 100 or second terminal 300.

In addition, the processor 210 according to an embodiment of the present invention receives a control signal from the first terminal 100 when the user's first terminal 100 receives a message from the customer terminal, and based on the control signal. Accordingly, it is possible to read customer information corresponding to the customer who sent the message to the user's first terminal 100, and determine to transmit the read customer information to the user's second terminal 300.

Specifically, when the customer information management server 200 receives a control signal generated based on the identification information of the customer terminal that sent a message from the user's first terminal 100 to the user's first terminal 100, The processor 210 matches the identification information of the customer terminal based on the generation of the corresponding control signal with the identification information of the customer terminal included in a plurality of pre-stored customer information. When there is customer information matching the identification information of the customer terminal that is the basis for generating the control signal, the processor 210 converts the information on the customer who sent the message to the user's first terminal 100 through the matched customer information. Can be read. The processor 210 may determine to transmit the read customer information to the user's second terminal 300.

For example, when a call comes from a customer to the user's first terminal 100 possessed by the user (in this case, an insurance company employee, etc.), the user's first terminal 100 is based on the phone number of the received call. A control signal may be generated and transmitted to the customer information management server 200. In this case, the customer information management server 200 may read customer information matching the phone number based on the generation of the received control signal. In addition, the customer information management server 200 is a second terminal 300 of a user possessing the read customer information (that is, an arbitrary terminal having more functions and rights than the first terminal 100 possessed by the user) The read customer information may be transmitted to the user's second terminal 300 so as to be displayed in

The above description is only an example of reading customer information based on the identification information of the customer terminal received by the processor 210 of the customer management server 200, and the present disclosure is not limited thereto.

In addition, the processor 210 according to an embodiment of the present invention receives a user's input signal for sending a message to a customer terminal from the user's second terminal 300, based on the received input signal. The identification information of the customer terminal included in is read, and the identification information of the customer terminal may be determined to be transmitted to the user's first terminal 100.

Specifically, the user's second terminal 300 may receive a user's input signal for sending a message to the customer terminal. When the customer information management server 200 receives the user's input signal transmitted from the user's second terminal 300, the processor 210 identifies identification information of the customer terminal included in the customer information based on the user's input signal. Can be read. The processor 210 may determine to transmit the read identification information of the customer terminal to the user's first terminal 100.

For example, when the user's second terminal 300 possessed by the user (in this case, an insurance company employee, etc.) receives an input from the user to send a message to the customer, the user's second terminal 300 inputs The signal may be transmitted to the customer information management server 200. In this case, the customer information management server 200 may read customer terminal identification information included in customer information matching the received input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the user's first terminal 100 (ie, an arbitrary terminal having a function of transmitting a message to the customer terminal).

The above description is only an example in which the processor 210 of the customer management server 200 reads the identification information of the customer terminal based on the user's input signal, and the present disclosure is not limited thereto.

In addition, the processor 210 according to an embodiment of the present invention transmits a control signal to the customer information management server 200 when the user's first terminal 100 receives a message from the customer terminal. It may be determined to provide a first application installable on the first terminal 100 to the user's first terminal 100.

In addition, the processor 210 allows the user first terminal 100 to send a message to the customer terminal when the user's first terminal 100 receives the identification information of the customer terminal from the customer information management server 200. It may be determined to provide a first application that can be installed in the user's first terminal 100 to the user's first terminal 100. In addition, when the second terminal 300 of the user receives customer information corresponding to the customer who sent the message to the user's first terminal 100 from the customer information management server 200, the processor 210 receives It may be determined to provide the user's second terminal 300 with a second application that can be installed in the user's second terminal 300 to display the first user interface 420 indicating the customer information.

In addition, the processor 210 receives the user's input signal for causing the user's first terminal 100 to send a message to the customer terminal, and the user's second terminal 300 It may be determined to provide the user's second terminal 300 with a second application installable on the user's second terminal 300 that transmits the user's input signal to the customer information management server 200.

The memory 220 of the customer information management server 200 may store instructions executable by one or more processors.

In addition, the memory 220 may store customer information. Customer information stored in the memory 220 may be collected and managed through the user's first terminal 100 and second terminal 300. As described above, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, the insurance company consultation history, and identification information of the customer terminal.

In addition, the memory 220 may exist independently of the customer information management server 200. In this case, the memory 220 may communicate with the user's first terminal 100, the second terminal 300, or the customer information management server 200.

The memory 220 is a flash memory type, a hard disk type, a multimedia card micro type, a card type memory (eg, SD or XD memory, etc.). ), RAM (Random Access Memory, RAM), SRAM (Static Random Access Memory), ROM (Read-Only Memory, Rom), EEPROM (Electrically Erasable Programmable Read-Only Memory), PROM (Programmable Read-Only Memory), Magnetic It may include at least one type of storage medium among memory, magnetic disk, and optical disk.

The transmission unit 230 of the customer information management server 200 transmits the identification information of the customer terminal to the user's first terminal 100 or the user's second terminal 300 by a command of the processor 210. Customer information corresponding to the customer who sent the message to the first terminal 100 may be transmitted.

The receiving unit 240 of the customer information management server 200 receives a control signal from the user's first terminal 100 or the user's input signal from the user's second terminal 300 by a command of the processor 210. Can receive.

3 is a signal flow diagram for providing customer information according to an embodiment of the present invention.

Referring to FIG. 3, when the user's first terminal 100 receives a message from the customer terminal (301), the user's first terminal 100 may transmit a control signal to the customer information management server 200. There is (302).

Specifically, when the user's first terminal 100 receives a message from the customer terminal, the first application previously installed on the user's first terminal 100 transmits a control signal generated based on the identification information of the customer terminal to the customer. It can be transmitted to the information management server 200. The control signal may be a signal for causing the user's second terminal 300 to output a first user interface 420 for displaying customer information corresponding to a customer who sent a message to the user's first terminal 100 have.

That is, the user's second terminal 300 has the customer's name, social security number, customer ID, and customer's phone number in order to check the information of the customer who sent the message or call to the user's first terminal 100. Even without inputting, etc., a control signal for confirming customer information through a first application previously installed in the user's first terminal 100 may be transmitted to the customer information management server 200.

When the receiving unit 240 of the customer information management server 200 receives a control signal, the processor 210 transmits the control signal to the first terminal 100 of the user based on the identification information of the customer terminal. Customer information corresponding to the customer who sent the message can be read (303).

As described above, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal.

The processor 210 may read customer information including identification information of the customer terminal matched with the received control signal of the customer terminal.

Specifically, when the customer information management server 200 receives a control signal generated based on the identification information of the customer terminal that sent a message from the user's first terminal 100 to the user's first terminal 100, The processor 210 matches identification information of the customer terminal based on the generation of the received control signal with identification information of the customer terminal included in a plurality of pre-stored customer information. When there is customer information matching the identification information of the customer terminal that is the basis for generating the control signal, the processor 210 converts the information on the customer who sent the message to the user's first terminal 100 through the matched customer information. Can be read. In addition, the processor 210 may determine to transmit customer information including identification information of the matched customer terminal to the user's second terminal 300 (304).

For example, when a call comes from a customer to the user's first terminal 100 possessed by the user (in this case, an insurance company employee, etc.), the user's first terminal 100 is based on the phone number of the received call. A control signal may be generated and transmitted to the customer information management server 200. When the identification information of the customer terminal based on the generation of the control signal received from the user's first terminal 100 by the customer information management server 200 is a phone number, the processor 210 performs a phone call matching the received phone number. The user's second terminal 300 (ie, the user's second terminal 300 (i.e., the user's The read customer information may be transmitted to the user's second terminal 300 so that it is displayed on an arbitrary terminal having more functions and rights than the first terminal 100 possessed by the user.

The above description is only an example of reading customer information based on the control signal received by the processor 210 of the customer management server 200, and the present disclosure is not limited thereto.

The user's second terminal 300 may display the received customer information through the first user interface 420 (305).

To this end, a second application interworking with the customer information management server 200 may be installed on the user's second terminal 300 through the network 400 according to an embodiment of the present invention.

Specifically, the user's second terminal 300 receives information about a customer who has sent a message or a call to the user's first terminal 100 through the pre-installed second application from the customer information management server 200, The user's second terminal 300 may display a first user interface 420 indicating part of customer information received through a pre-installed second application in the form of being overlaid on the display screen.

That is, by linking the user's heterogeneous terminals through the customer management information server 200, the user's first terminal 100 such as a wired phone, a mobile terminal, and a smart phone receives a message from the customer. In this case, customer information may be displayed without the user directly inputting customer identification information into the user's second terminal 300 such as a personal computer (PC), notebook (note book), or tablet PC (tablet PC).

Through this, the user can respond quickly to the customer's message, and it is possible to prevent incorrect information from being informed to the customer by incorrectly entering customer identification information.

The above description is only an example of reading customer information based on the identification information of the customer terminal received by the processor 210 of the customer management server 200, and the present disclosure is not limited thereto.

4A and 4B are diagrams illustrating an example of a user interface for a user's first terminal to receive a message from a customer terminal and to provide customer information to a user's second terminal according to an embodiment of the present invention.

4A is an example of an interface that may be displayed on the user's first terminal 100 when the user's first terminal 100 receives a customer's call.

For example, when the user's first terminal 100 receives a call from the customer's terminal, the user's first terminal 100 transmits a control signal to the customer information management server 200 through the network 400 can do.

To this end, a first application interworking with the customer information management server 200 may be installed in the user's first terminal 100 through the network 400 according to an embodiment of the present invention.

The user's first terminal 100 transmits customer information corresponding to the customer who sent the message to the user's first terminal 100 through the first application when receiving a message from the customer's terminal. A control signal for output from 300) may be transmitted to the customer information management server 200.

4B is an example showing that the first user interface 420 including customer information is displayed in the form of being overlaid on the display screen of the user's second terminal 300.

To this end, the user's second terminal 300 may be installed with a second application linked to the customer information management server 200 through the network 400 according to an embodiment of the present invention.

Specifically, the user's second terminal 300 may receive information about a customer who has sent a message or a call to the user's first terminal 100 from the customer information management server 200.

The user's second terminal 300 is part of the customer information received through the pre-installed second application (for example, a customer who sent a message or a call to the user's first terminal such as the customer's name, date of birth, gender, occupation, etc.) The first user interface 420 indicating (simple information) may be displayed in a form that is overlaid on the display screen. In other words, the first user interface 420 may be output as a separate layer distinguished from the output layer output on the display of the user's second terminal 300.

That is, when the user's first terminal 100 receives a message or a call from a customer, the user's second terminal 300 displays the first user interface 420 that outputs customer information corresponding to the customer. I can.

The first user interface 420 can be used to perform an additional function for the customer consultation in the user's second terminal 300 in parallel with the customer consultation performed by the user's first terminal 100. It may include the above graphic objects. When a user's touch or press (ie, input signal) on one or more objects included in the first user interface 420 is applied, a preset for allowing interaction with a customer or a customer terminal corresponding to the customer information The function can be performed.

The preset functions performed in response to the user's input signal for one or more objects include a function to send a call to a customer or customer terminal corresponding to customer information, a function to send a message to a customer or customer terminal corresponding to customer information, and a customer. It may include at least one of a function of inquiring a detailed history of a customer corresponding to the information and a function of recording counseling contents for a customer corresponding to the customer information. That is, the first user interface 420 is a call out graphic object 421, a message transmission graphic object 422, a history inquiry graphic object 423, and a customer information management graphic object 424, as shown in FIG. 4B. It may include at least one graphic object.

According to an embodiment of the present invention, when a user's touch or press is applied to one or more graphic objects included in the first user interface 420 displayed on the user's second terminal 300, it corresponds to customer information. A preset function may be performed to allow interaction with a customer or a customer terminal.

Specifically, when the user's input signal for the call-out graphic object 421 is received in the first user interface 420 displayed on the user's second terminal 300, the user's first terminal 100 You can have the customer make a call. Specifically, when the user's second terminal 300 receives an input signal for the call-out graphic object 421 from the user, it transmits the user's input signal to the customer information management server 200, and manages customer information. The server 200 may read customer terminal identification information included in customer information matching the user's input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the first terminal 100 of the user possessed by the user. Accordingly, the user's first terminal 100 can make a call to a corresponding customer through the identification information of the customer terminal. Through the above-described process, the user's second terminal 300 allows the user's first terminal 100 to send a message and a call to the corresponding customer (ie, the user's first terminal 100) through the first user interface 420. Calls can be made to the customer who made the call

For example, when the user's first terminal 100 receives a message from the customer terminal, the user's second terminal 300 can additionally display the first user interface 420, Even if a separate search is not performed, the user's first terminal 100 may be controlled to make a call to a corresponding customer through the call out graphic object 421 included in the first user interface 420. Accordingly, even if the user's second terminal 300 does not perform a search for a corresponding customer, it is possible to make a call to the customer, thereby providing convenience to the user.

In addition, when the user's input signal for the message transmission graphic object 422 is received in the first user interface 420 displayed on the user's second terminal 300, the user's first terminal 100 causes the corresponding customer You can have them send a message to them. Specifically, when the user's second terminal 300 receives an input signal for the message transmission graphic object 422 from the user, it transmits the user's input signal to the customer information management server 200, and manages customer information. The server 200 may read customer terminal identification information included in customer information matching the user's input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the first terminal 100 of the user possessed by the user. Accordingly, the user's first terminal 100 may transmit a message to the customer through the identification information of the customer terminal. Through the above-described process, the user's second terminal 300 allows the user's first terminal 100 to send a message and a call to the corresponding customer (ie, the user's first terminal 100) through the first user interface 420. You can send a message to the customer who sent it.

For example, when the user's first terminal 100 receives a call from the customer terminal, the user's second terminal 300 can additionally display the first user interface 420 on the display screen, Even if a separate search for the customer is not performed, the user's first terminal 100 may be controlled to transmit a message to the customer through the message transmission graphic object 422 included in the first user interface 420. Accordingly, a user (e.g., a counselor) transmits necessary information to the customer in the form of a message message during telephone consultation with the corresponding customer, thereby providing information that can help the customer understand, sharing information with the user, and consulting. By being able to proceed, the efficiency of counseling can be increased.

In addition, when the user's selection input for the history inquiry graphic object 423 is received in the first user interface 420 displayed on the user's second terminal 300, a message is transmitted to the user's first terminal), or , Fixed information history corresponding to the customer who made the call can be inquired. Specifically, the user's second terminal 300 responds to the selection input for the history inquiry graphic object 423 from the user, and consults with the corresponding customer (a customer who sent a message to the first terminal or made a call). Information related to content or subscription content can be displayed.

For example, when the user's first terminal 100 receives a message and a call from a customer, the user selects and inputs the history inquiry graphic object 423 displayed on the user's second terminal 300 to You can get more detailed information about it. In other words, when the user's first terminal 100 receives a message and a call from a customer, the first user interface 420 may be displayed on the user's second terminal 300, and the first user interface 420 By receiving a user's input signal for the history inquiry graphic object 423 included in ), detailed information on a corresponding customer may be searched.

Accordingly, a user (e.g., an insurance company employee who can perform consultation) can inquire and search without separately inputting detailed information about the customer who contacted the user, providing convenience for consultation with the customer. I can receive it.

In addition, when receiving the user's selection input for the customer information management graphic object 424 in the first user interface 420 displayed on the user's second terminal 300, a message is sent to the user's first terminal 100. It is possible to update customer information by sending or creating consultation contents with the customer who made the call in real time. Specifically, when the user's second terminal 300 receives a selection input for the customer information management graphic object 424 from the user, the user's second terminal 300 opens a window for receiving the user's input so that the corresponding customer information can be updated. It can be displayed on the second terminal 300. In other words, when the user's first terminal 100 receives a message and a phone call from a specific customer, a first including a customer information management graphic object 424 capable of updating the consultation contents for the specific customer in real time. A user interface 420 may be provided. For example, when receiving a call from a customer through the user's first terminal 100, a first user interface 420 corresponding to the customer may be output to the user's second terminal 300, and the user In the first user interface 420, through an input to the customer information management graphic object 424, a phone consultation with a corresponding customer is performed and real-time customer information can be updated.

That is, since the first user interface 420 includes a customer information management graphic object 424 for additionally recording and storing customer information, a user (for example, an insurance company employee capable of consulting) is a customer Even if information about the customer is not separately entered to perform consultation with the customer, the customer information can be updated by creating consultation details in real time while conducting consultation with the customer.

Accordingly, when a contact (message and phone call) from a specific customer is received, convenience in updating and managing customer information corresponding to the customer may be provided.

As described above, when the user's first terminal 100 receives a message and a call from a customer, the user's second terminal 300 includes a plurality of graphic objects to perform additional processes with the customer. A first user interface 420 may be provided. That is, in parallel with the customer consultation performed by the user's first terminal 100, the user's second terminal 300 may perform an additional function for the customer consultation.

Accordingly, through the first user interface 420 displayed on the user's second terminal 300, the customer (i.e., the customer who sent a message to the user's first terminal 100 or made a call) It can provide an effect of increasing the convenience for performing additional processes.

5 is a signal flow diagram for providing identification information of a customer terminal according to an embodiment of the present invention.

Referring to FIG. 5, the user's second terminal 300 may receive a user input signal for sending a message to a customer terminal through a user interface indicating customer information provided by a pre-installed second application (501). .

The user's second terminal 300 may receive the user's input signal through the pre-installed second application and transmit it to the customer information management server 200 (502). When the user's second terminal 300 receives a user input signal, it may transmit customer information selected by the input signal to the customer information management server 200.

When the receiving unit 240 of the customer information management server 200 receives the user's input signal, the processor 210 may read the identification information of the customer terminal included in the customer information based on the user's input signal. (503).

Specifically, the user's second terminal 300 may receive a user's input signal for sending a message to the customer terminal. When the customer information management server 200 receives the user's input signal transmitted from the user's second terminal 300, the processor 210 sends the customer to the user's second terminal 300 based on the user's input signal. The identification information of the terminal can be read.

For example, when the user's second terminal 300 possessed by the user (in this case, an insurance company employee, etc.) receives an input from the user to send a message to the customer, the user's second terminal 300 inputs The signal may be transmitted to the customer information management server 200. In this case, the customer information management server 200 may read customer terminal identification information included in customer information matching the received input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the user's first terminal 100 (ie, an arbitrary terminal having a function of transmitting a message to the customer terminal).

The above description is only an example in which the processor 210 of the customer management server 200 reads the identification information of the customer terminal based on the user's input signal, and the present disclosure is not limited thereto.

The processor 210 may determine to transmit the read identification information of the customer terminal to the user's first terminal 100.

The transmission unit 230 of the customer information management server 200 may transmit the read identification information of the customer terminal to the user's first terminal 100 (504).

As described above, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a customer social network ID.

The user's first terminal 100 may send a message to the customer's terminal based on the received identification information of the customer terminal (505). To this end, a first application interworking with the customer information management server 200 may be installed in the user's first terminal 100 through the network 400 according to an embodiment of the present invention.

When the user's first terminal 100 receives identification information of the customer terminal from the customer information management server 200 through the first application, the user's first terminal 100 may send a message to the customer terminal. .

Through this, in the user's second terminal 300 such as a personal computer (PC), a notebook (note book), and a tablet PC (tablet pc), the user's wired phone, mobile terminal, smart phone, etc. Since the first terminal 100 can send a phone call or send a message to the customer immediately, it is possible to prevent incorrect input of the customer's phone number.

6A, 6B, and 6C are diagrams illustrating a user interface for receiving a user input signal from a user's second terminal and an example of transmitting a message from a user's first terminal to a customer's terminal according to an embodiment of the present invention. to be.

6A is an example of a user interface that can be displayed on the user's second terminal 300 receiving a user input signal that allows the user's second terminal 300 to send a message such as a phone call or a message to a customer.

Specifically, the user's second terminal 300 displays a user interface indicating customer information on the display screen, and allows the user's first terminal 100 to send a message to the customer through the user interface 410. Can receive input signals.

For example, a second application previously installed in the user's second terminal 300 may be displayed as a user interface. The user's second terminal 300 may receive a user's input signal for sending a message to a customer by using a user interface provided by a pre-installed second application. The user's first terminal 100 may send a message such as a phone call or a message to the customer based on the user's input signal.

6B is a diagram of a user interface that can be displayed on the user's second terminal 300 making a call to a customer when the user's second terminal 300 receives a user's input signal for making a call to a customer. This is an example.

Specifically, the user's second terminal 300 may receive a user's input signal for making a call to a customer.

When the user's second terminal 300 receives the user's input signal, the user's second terminal 300 displays a user interface indicating a state in which the user's first terminal 100 makes a call to the customer terminal. Can be displayed on the screen.

The customer information management server 200 may transmit identification information of a customer terminal matched with the customer information to the user's first terminal 100 based on the user's input signal.

6C is to be displayed on the user's first terminal 100 when the user's first terminal 100 makes a call to the customer terminal based on the identification information of the customer terminal transmitted from the customer information management server 200. This is an example of an interface that can be used.

7 is a flowchart for providing customer information according to an embodiment of the present invention.

As shown in FIG. 7, when the user's first terminal 100 receives a message from the customer terminal, the customer information management server 200 is based on the identification information of the customer terminal from the user's first terminal 100. Thus, the generated control signal may be received (710).

To this end, a first application interworking with the customer information management server 200 may be installed in the user's first terminal 100 through the network 400 according to an embodiment of the present invention.

When the user's first terminal 100 receives a message from the customer's terminal, the user's first terminal 100 transmits a control signal generated based on the identification information of the customer terminal through the first application to the customer information management server. You can send to (200).

As described above, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer.

The identification information of the customer terminal may be used to confirm information on the customer who has subscribed to insurance or the like.

The identification information of the customer terminal may include arbitrary information for identifying the customer terminal to which the user's first terminal 100 has transmitted a message.

The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto.

The customer information management server 200 may receive a control signal generated based on the identification information of the customer terminal from the user's first terminal 100.

Next, the customer information management server 200 may read customer information corresponding to the identification information of the customer terminal based on the control signal of the customer terminal (720).

Specifically, when the customer information management server 200 receives a control signal generated based on the identification information of the customer terminal from the user's first terminal 100, the customer information management server 200 The identification information of the customer terminal, which is the basis of the generation, is matched with the identification information of the customer terminal included in a plurality of pre-stored customer information.

As described above, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal.

When the customer information management server 200 has customer information matching the identification information of the customer terminal based on the generation of the received control signal, the customer information management server 200 sends information on the customer who sent the message to the user's first terminal 100. It can be read through matched customer information.

The customer information management server 200 may determine to transmit the read customer information to the user's second terminal 300.

For example, when a call comes from a customer to the user's first terminal 100 possessed by the user (in this case, an insurance company employee, etc.), the user's first terminal 100 is based on the phone number of the received call. The generated control signal may be transmitted to the customer information management server 200. In this case, the customer information management server 200 may read customer information matching the phone number based on the generation of the received control signal. In addition, the customer information management server 200 is a second terminal 300 of a user possessing the read customer information (that is, an arbitrary terminal having more functions and rights than the first terminal 100 possessed by the user) The read customer information may be transmitted to the user's second terminal 300 so as to be displayed in

The above description is only an example of reading customer information based on the identification information of the customer terminal received by the customer information management server 200, and the present disclosure is not limited thereto.

Next, the customer information management server 200 may transmit the read customer information to the user's second terminal 300 (730).

When the user's second terminal 300 receives customer information corresponding to a customer who sent a message to the user's first terminal 100 from the customer information management server 200, the user's second terminal 300 A first user interface 420 indicating customer information may be displayed.

To this end, a second application interworking with the customer information management server 200 may be installed on the user's second terminal 300 through the network 400 according to an embodiment of the present invention.

Specifically, the user's second terminal 300 may receive information about a customer who has sent a message or a call to the user's first terminal 100 through the pre-installed second application from the customer information management server 200. have. The user's second terminal 300 may display a first user interface 420 indicating part of customer information received through a pre-installed second application in the form of being overlaid on the display screen.

By the method of providing customer information in the presented customer information management server 200, the customer information management server 200 interlocks with the user's heterogeneous terminals, and a wired telephone, a mobile terminal, and a smart phone When receiving a message from a customer in the user's first terminal 100, the user's second terminal 300 such as a personal computer (PC), a notebook (note book), and a tablet PC (tablet PC), etc. ), you can display customer information without having to enter it directly.

Through this, the user can respond quickly to the customer's message, and it is possible to prevent incorrect information from being informed to the customer by incorrectly entering customer identification information.

8 is a flowchart of providing identification information of a customer terminal according to an embodiment of the present invention.

As shown in FIG. 8, the customer information management server 200 receives a user's input signal from the user's second terminal 300 (810).

When the user's second terminal 300 receives the user's input signal for causing the user's first terminal 100 to send a message to the customer's terminal through the user interface 410, the user's second terminal 300 ) May transmit the user's input signal to the customer information management server 200.

To this end, a second application interworking with the customer information management server 200 may be installed on the user's second terminal 300 through the network 400 according to an embodiment of the present invention.

Specifically, the user's second terminal 300 may display a user interface 410 indicating customer information on the display screen through a pre-installed second application. The user's second terminal 300 may receive a user's input signal for causing the user's first terminal 100 to send a message to a customer through the user interface 410. The user's second terminal 300 may transmit the user's input signal received through the pre-installed second application to the customer information management server 200.

The customer information management server 200 may receive a user's input signal from the user's second terminal 300.

Next, the customer information management server 200 may read the identification information of the customer terminal including the customer information based on the received user's input signal (820).

Specifically, the user's second terminal 300 may receive a user's input signal for causing the user's first terminal 100 to send a message to the customer terminal through the user interface 410 indicating customer information. When the customer information management server 200 receives the user's input signal transmitted from the user's second terminal 300, the customer information management server 200 matches the corresponding information based on the user's input signal. The identification information of can be read.

As described above, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer.

For example, when the user's second terminal 300 possessed by the user (in this case, an insurance company employee, etc.) receives an input from the user to send a message to the customer, the user's second terminal 300 inputs The signal may be transmitted to the customer information management server 200. In this case, the customer information management server 200 may read customer terminal identification information included in customer information matching the received input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the user's first terminal 100 (ie, an arbitrary terminal having a function of transmitting a message to the customer terminal).

The above description is only an example in which the customer management server 200 reads identification information of a customer terminal based on a user's input signal, and the present disclosure is not limited thereto.

Next, the customer information management server 200 may transmit the read identification information of the customer terminal to the user's first terminal 100 (830).

The user's first terminal 100 may send a message to the customer's terminal based on the received identification information of the customer terminal.

To this end, a first application interworking with the customer information management server 200 may be installed on the user's first terminal 100 through the network 400 according to an embodiment of the present invention.

When the user's first terminal 100 receives identification information of the customer terminal from the customer information management server 200 through the first application, the user's first terminal 100 may send a message to the customer terminal. .

Through this, in the user's second terminal 300 such as a personal computer (PC), a notebook (note book), and a tablet PC (tablet pc), the user's wired phone, mobile terminal, smart phone, etc. Since the first terminal 100 can send a phone call or send a message to the customer immediately, it is possible to prevent incorrect input of the customer's phone number.

9 is a schematic diagram of a first user terminal and a second user terminal according to another embodiment of the present invention.

As shown in FIG. 9, the first user terminal 100 and the second user terminal 300 may be connected by wire/wireless through the network 400.

Network 400 according to an embodiment of the present invention is a public switched telephone network (PSTN), x Digital Subscriber Line (xDSL), Rate Adaptive DSL (RADSL), Multi Rate DSL (MDSL), VDSL (Very High). Various wired communication systems such as Speed DSL), Universal Asymmetric DSL (UADSL), High Bit Rate DSL (HDSL), and local area network (LAN) can be used.

In addition, the network 400 presented here is CDMA (Code Division Multi Access), TDMA (Time Division Multi Access), FDMA (Frequency Division Multi Access), OFDMA (Orthogonal Frequency Division Multi Access), SCFDMA (Single Carrier-FDMA) And various wireless communication systems, such as other systems.

In addition, short-range communication modules such as Bluetooth, Wi-Fi, RFID (Radio Frequency Identification), infrared communication (IrDA, infrared Data Association), UWB (Ultra Wideband), ZigBee, etc. are the user's first terminals. It may be used for communication between the 100 and the second terminal 300 and the customer information management server 200.

The techniques described herein may be used not only in the networks mentioned above, but also in other networks.

The first user terminal 100 according to an embodiment of the present invention may include a wired phone, a mobile terminal, a smart phone, etc., and is connected to a wired/wireless network to send a message to the customer's terminal. Is collectively referred to as all types of terminals that are connected to and operated with the second user terminal 300 through the transmission/reception and wired/wireless network 400.

According to an embodiment of the present invention, the first user terminal 100 may receive a message from the customer terminal. Here, the message may include at least one of various messages such as a phone call, a voice message, a short message service (SMS), a multimedia message service (MMS), a social network message, and a chat. The above-described message is only an example, and the present disclosure is not limited thereto.

When the first user terminal 100 receives a message from the customer terminal, the first user terminal 100 may generate a control signal based on the identification information of the customer terminal based on the message received from the customer terminal. The identification information of the customer terminal may include arbitrary information for identifying the customer terminal to which the first user terminal 100 has transmitted a message. Here, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer. The identification information of the customer terminal may be used to confirm information on the customer who has subscribed to insurance or the like. The control signal may be a signal for causing the second user terminal 300 to output a first user interface for displaying customer information corresponding to a customer who sent a message to the first user terminal 100. The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto.

In addition, the first user terminal 100 may transmit a control signal generated based on the identification information of the customer terminal to the second user terminal 300 through the network 400.

As described later, the control signal transmitted to the second user terminal 300 may correspond to customer information stored in the second user terminal 300. In addition, the second user terminal 300 may display the first user interface 420 for displaying customer information corresponding to the customer terminal identification information based on the generation of the control signal received from the first user terminal 100. have. Specifically, the user's second terminal 300 sends a message or a call to the user's first terminal, such as part of the customer information received through the pre-installed second application (for example, the customer's name, date of birth, gender, occupation, etc.). The first user interface 420 indicating (simple information on the sent customer) may be displayed in a form that is overlaid on the display screen. In other words, the first user interface 420 may be output as a separate layer distinguished from the output layer output on the display of the user's second terminal 300.

That is, when the user's first terminal 100 receives a message or a call from a customer, the user's second terminal 300 displays the first user interface 420 that outputs customer information corresponding to the customer. I can.

The first user interface 420 can be used to perform an additional function for the customer consultation in the user's second terminal 300 in parallel with the customer consultation performed by the user's first terminal 100. It may include the above graphic objects. When a user's touch or press (ie, input signal) on one or more objects included in the first user interface 420 is applied, a preset for allowing interaction with a customer or a customer terminal corresponding to the customer information The function can be performed.

The preset functions performed in response to the user's input signal for one or more objects include a function to send a call to a customer or customer terminal corresponding to customer information, a function to send a message to a customer or customer terminal corresponding to customer information, and a customer. It may include at least one of a function of inquiring a detailed history of a customer corresponding to the information and a function of recording counseling contents for a customer corresponding to the customer information. That is, the first user interface 420 is a call out graphic object 421, a message transmission graphic object 422, a history inquiry graphic object 423, and a customer information management graphic object 424, as shown in FIG. 4B. It may include at least one graphic object.

According to an embodiment of the present invention, when a user's touch or press is applied to one or more graphic objects included in the first user interface 420 displayed on the user's second terminal 300, it corresponds to customer information. A preset function may be performed to allow interaction with a customer or a customer terminal.

Specifically, when the user's input signal for the call-out graphic object 421 is received in the first user interface 420 displayed on the user's second terminal 300, the user's first terminal 100 You can have the customer make a call. Specifically, when the user's second terminal 300 receives an input signal for the call-out graphic object 421 from the user, it transmits the user's input signal to the customer information management server 200, and manages customer information. The server 200 may read customer terminal identification information included in customer information matching the user's input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the first terminal 100 of the user possessed by the user. Accordingly, the user's first terminal 100 can make a call to a corresponding customer through the identification information of the customer terminal. Through the above-described process, the user's second terminal 300 allows the user's first terminal 100 to send a message and a call to the corresponding customer (ie, the user's first terminal 100) through the first user interface 420. Calls can be made to the customer who made the call

For example, when the user's first terminal 100 receives a message from the customer terminal, the user's second terminal 300 can additionally display the first user interface 420, Even if a separate search is not performed, the user's first terminal 100 may be controlled to make a call to a corresponding customer through the call out graphic object 421 included in the first user interface 420. Accordingly, even if the user's second terminal 300 does not perform a search for a corresponding customer, it is possible to make a call to the customer, thereby providing convenience to the user.

In addition, when the user's input signal for the message transmission graphic object 422 is received in the first user interface 420 displayed on the user's second terminal 300, the user's first terminal 100 causes the corresponding customer You can have them send a message to them. Specifically, when the user's second terminal 300 receives an input signal for the message transmission graphic object 422 from the user, it transmits the user's input signal to the customer information management server 200, and manages customer information. The server 200 may read customer terminal identification information included in customer information matching the user's input signal. In addition, the customer information management server 200 may transmit the identified customer terminal identification information to the first terminal 100 of the user possessed by the user. Accordingly, the user's first terminal 100 may transmit a message to the customer through the identification information of the customer terminal. Through the above-described process, the user's second terminal 300 allows the user's first terminal 100 to send a message and a call to the corresponding customer (ie, the user's first terminal 100) through the first user interface 420. You can send a message to the customer who sent it.

For example, when the user's first terminal 100 receives a call from the customer terminal, the user's second terminal 300 can additionally display the first user interface 420 on the display screen, Even if a separate search for the customer is not performed, the user's first terminal 100 may be controlled to transmit a message to the customer through the message transmission graphic object 422 included in the first user interface 420. Accordingly, a user (e.g., a counselor) transmits necessary information to the customer in the form of a message message during telephone consultation with the corresponding customer, thereby providing information that can help the customer understand, sharing information with the user, and consulting. By being able to proceed, the efficiency of counseling can be increased.

In addition, when the user's selection input for the history inquiry graphic object 423 is received in the first user interface 420 displayed on the user's second terminal 300, a message is transmitted to the user's first terminal), or , Fixed information history corresponding to the customer who made the call can be inquired. Specifically, the user's second terminal 300 responds to the selection input for the history inquiry graphic object 423 from the user, and consults with the corresponding customer (a customer who sent a message to the first terminal or made a call). Information related to content or subscription content can be displayed.

For example, when the user's first terminal 100 receives a message and a call from a customer, the user selects and inputs the history inquiry graphic object 423 displayed on the user's second terminal 300 to You can get more detailed information about it. In other words, when the user's first terminal 100 receives a message and a call from a customer, the first user interface 420 may be displayed on the user's second terminal 300, and the first user interface 420 By receiving a user's input signal for the history inquiry graphic object 423 included in ), detailed information on a corresponding customer may be searched.

Accordingly, a user (e.g., an insurance company employee who can perform consultation) can inquire and search without separately inputting detailed information about the customer who contacted the user, providing convenience for consultation with the customer. I can receive it.

In addition, when receiving the user's selection input for the customer information management graphic object 424 in the first user interface 420 displayed on the user's second terminal 300, a message is sent to the user's first terminal 100. It is possible to update customer information by sending or creating consultation contents with the customer who made the call in real time. Specifically, when the user's second terminal 300 receives a selection input for the customer information management graphic object 424 from the user, the user's second terminal 300 opens a window for receiving the user's input so that the corresponding customer information can be updated. It can be displayed on the second terminal 300. In other words, when the user's first terminal 100 receives a message and a phone call from a specific customer, a first including a customer information management graphic object 424 capable of updating the consultation contents for the specific customer in real time. A user interface 420 may be provided. For example, when receiving a call from a customer through the user's first terminal 100, a first user interface 420 corresponding to the customer may be output to the user's second terminal 300, and the user In the first user interface 420, through an input to the customer information management graphic object 424, a phone consultation with a corresponding customer is performed and real-time customer information can be updated.

That is, since the first user interface 420 includes a customer information management graphic object 424 for additionally recording and storing customer information, a user (for example, an insurance company employee capable of consulting) is a customer Even if information about the customer is not separately entered to perform consultation with the customer, the customer information can be updated by creating consultation details in real time while conducting consultation with the customer.

Accordingly, when a contact (message and phone call) from a specific customer is received, convenience in updating and managing customer information corresponding to the customer may be provided.

As described above, when the user's first terminal 100 receives a message and a call from a customer, the user's second terminal 300 includes a plurality of graphic objects to perform additional processes with the customer. A first user interface 420 may be provided. That is, in parallel with the customer consultation performed by the user's first terminal 100, the user's second terminal 300 may perform an additional function for the customer consultation.

Accordingly, through the first user interface 420 displayed on the user's second terminal 300, the customer (i.e., the customer who sent a message to the user's first terminal 100 or made a call) It can provide an effect of increasing the convenience for performing additional processes.

According to an embodiment of the present invention, the first user terminal 100 may receive customer information from the second user terminal 300. Here, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

When the first user terminal 100 receives customer information from the second user terminal 300, the first user terminal 100 may read identification information of the customer terminal corresponding to the received customer information.

Further, the first user terminal 100 may transmit a message to the customer terminal based on the read identification information of the customer terminal.

The second user terminal 300 according to the embodiment of the present invention may include a personal computer (PC), a notebook (note book), a tablet PC, etc., and is connected to the wired/wireless network 400 All types of terminals that are connected to and operated by the first user terminal 100 are collectively referred to. The second user terminal 300 may be a terminal having more functions and rights than the first user terminal 100.

According to an embodiment of the present invention, the second user terminal 300 may receive a control signal generated based on the identification information of the customer terminal from the first user terminal 100. The control signal may be a signal for outputting the first user interface 420 for displaying customer information corresponding to a customer who has sent a message to the first user terminal 100. When the second user terminal 300 receives a control signal from the first user terminal 100, the second user terminal 300 may read customer information corresponding to the received control signal. In addition, the second user terminal 300 may display the read customer information.

According to an embodiment of the present invention, the second user terminal 300 may receive an input from a user who wishes to transmit a message to the customer terminal. When the second user terminal 300 receives a user input for sending a message to the customer terminal, the second user terminal 300 may read customer information for sending the message based on the received user input. .

In addition, the second user terminal 300 may transmit customer information read so that the first user terminal 100 transmits a message to the first user terminal 100 through the network 400.

As described above, when the first user terminal 100 receives customer information from the second user terminal 300, the first user terminal 100 reads the identification information of the customer terminal corresponding to the received customer information. can do. The first user terminal 100 may transmit a message to the customer terminal based on the read identification information of the customer terminal.

10 is a block diagram of a first user terminal according to another embodiment of the present invention.

Referring to FIG. 10, a first user terminal 100 according to an embodiment of the present invention may transmit a message to a customer terminal and receive a message from the customer terminal. In addition, the first user terminal 100 may transmit a control signal to the second user terminal 300 and receive customer information from the second user terminal 300. The first user terminal 100 may include a receiving unit 110, a transmitting unit 120, a processor 130, and a memory 140.

The receiving unit 110 of the first user terminal 100 may receive a message from the customer terminal and may receive customer information from the second user terminal 300. Here, the message may include at least one of various messages such as a phone call, a voice message, a short message service (SMS), a multimedia message service (MMS), a social network message, and a chat. The above-described message is only an example, and the present disclosure is not limited thereto. In addition, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

The transmitter 120 of the first user terminal 100 may transmit a message to the customer terminal and transmit a control signal generated based on the identification information of the customer terminal to the second user terminal 300. Here, the message may include at least one of various messages such as a phone call, a voice message, a short message service (SMS), a multimedia message service (MMS), a social network message, and a chat. In addition, the identification information of the customer terminal may include arbitrary information for identifying the customer terminal from which the first user terminal 100 transmitted/received a message. Here, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer. The identification information of the customer terminal may be used to confirm information on the customer who has subscribed to insurance or the like. The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto. The control signal may be a signal that causes the second user terminal 300 to output a first user interface for displaying customer information corresponding to a customer who sent a message to the first user terminal 100, and the first user terminal It may be generated based on the identification information of the customer terminal that sent the message to (100).

When receiving a message from the customer terminal, the processor 130 of the first user identifies the identification information of the customer terminal based on the message of the customer terminal, and provides the user with the customer information corresponding to the identified customer terminal identification information. It is determined to transmit the generated control signal to the second user terminal 300 based on the identification information of the customer terminal identified so that it can be checked through the user terminal 300, and the customer information is transmitted from the second user terminal 300. Upon receipt, the identification information of the customer terminal corresponding to the customer information may be read, and based on the read identification information of the customer terminal, it may be determined to transmit a message to the customer terminal.

Specifically, according to an embodiment of the present invention, when the receiving unit 110 receives a message from the customer terminal, the processor 130 may identify identification information of the customer terminal based on the message from the customer terminal. Further, the processor 130 transmits a control signal generated based on the read identification information of the customer terminal so that the user can check the customer information corresponding to the identified customer terminal identification information through the second user terminal 300. ) May determine to transmit to the second user terminal 300.

For example, when a call comes from a customer to the first user terminal 100 possessed by a user (in this case, an employee of an insurance company), the processor 130 generates a control signal based on the phone number of the received call. It may be determined to transmit to the second user terminal 300. The above description is only an example of determining to transmit a control signal generated based on the identification information of the customer terminal identified through the customer message received by the processor 130 of the first user terminal 100, and the present disclosure Not limited.

In addition, according to an embodiment of the present invention, when the receiving unit 110 receives customer information from the second user terminal 300, the processor 130 can read the identification information of the customer terminal corresponding to the customer information. have. Further, the processor 130 may determine to transmit a message to the customer terminal based on the read identification information of the customer terminal.

For example, when the second user terminal 300 possessed by a user (in this case, an insurance company employee, etc.) receives an input from the user to send a message to the customer, the second user terminal 300 Based on the signal, customer information for which a message is to be transmitted can be transmitted to the first user terminal 100 (ie, any terminal having a function of transmitting a message to the customer terminal). When the first user terminal 100 receives customer information from the second user terminal 300, the processor 130 may read identification information of the customer terminal corresponding to the received customer information. The processor 130 may determine to transmit a message to the customer terminal based on the read identification information of the customer terminal. The above description is only an example of determining to transmit a customer message to the customer terminal based on the customer information received by the processor 130 of the first user terminal 100, and the present disclosure is not limited thereto.

The memory 140 of the first user terminal 100 may store identification information of the customer terminal and instructions executable by the processor 130.

The memory 140 may store identification information of a customer terminal. Identification information of the customer terminal stored in the memory 140 may be collected and managed through the first user terminal 100 and the second user terminal 300. Here, the identification information of the customer terminal may include arbitrary information for identifying the customer terminal to which the first user terminal 100 has transmitted/received a message. Here, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer. The identification information of the customer terminal may be used by the first user terminal 100 to transmit a message to the customer terminal. In addition, the identification information of the customer terminal may be used to check information on the customer who has subscribed to insurance or the like. The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto.

Further, the memory 140 may exist independently outside the first user terminal 100. In this case, the memory 140 may communicate with the first user terminal 100.

The memory 140 is a flash memory type, a hard disk type, a multimedia card micro type, a card type memory (eg, SD or XD memory, etc.). ), RAM (Random Access Memory, RAM), SRAM (Static Random Access Memory), ROM (Read-Only Memory, Rom), EEPROM (Electrically Erasable Programmable Read-Only Memory), PROM (Programmable Read-Only Memory), Magnetic It may include at least one type of storage medium among memory, magnetic disk, and optical disk.

11 is a block diagram of a second user terminal according to another embodiment of the present invention.

Referring to FIG. 11, when the second user terminal 300 according to an embodiment of the present invention receives an input from a user who wants to send a message to the customer terminal, the second user terminal 300 stores customer information first. It can be transmitted to the user terminal 100. In addition, when the second user terminal 300 receives a control signal generated based on the identification information of the customer terminal from the first user terminal 100, the second user terminal 300 is based on the identification information of the customer terminal. Customer information can be displayed. The second user terminal 300 may include an input unit 310, a reception unit 320, a transmission unit 330, a processor 340, a memory 350, and a display unit 360.

The input unit 310 of the second user terminal 300 may receive an input of a user who wishes to transmit a message to the customer terminal.

The receiving unit 320 of the second user terminal 300 may receive identification information of the customer terminal from the first user terminal 100. Here, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer. The identification information of the customer terminal may be used to confirm information on the customer who has subscribed to insurance or the like. The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto.

The transmitter 330 of the second user terminal 300 may transmit customer information to the first user terminal 100. Here, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal. This customer information can be used to read the identification information of the customer terminal to which the message is to be sent. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

When receiving the control signal generated based on the identification information of the customer terminal from the first user terminal 100, the processor 340 of the second user terminal 300 reads customer information corresponding to the received control signal, and , When determining to display the read customer information and receiving a user input for sending a message to the customer terminal, reads the customer information for sending a message based on the received input, and the first user terminal 100 ) May determine to transmit the read customer information to the first user terminal 100 to transmit the message.

Specifically, according to an embodiment of the present invention, the receiving unit 320 transmits a control signal generated based on the identification information of the customer terminal that sent the message from the first user terminal 100 to the first user terminal 100. Upon reception, the processor 340 may read customer information corresponding to the received identification information of the customer terminal. In addition, the processor 340 may determine that the display unit 360 displays the read customer information.

For example, if the identification information of the customer terminal based on the generation of the control signal received from the first user terminal 100 by the second user terminal 300 is a phone number, the processor 340 may receive the received control signal. It is possible to read customer information including a matching phone number among a plurality of pre-stored customer information and a phone number that is the basis of the generation of. Processor 340 is based on the read customer information, the second user terminal 300 (that is, the first user possessed by the user) with information on the customer who sent a message or a call to the first user terminal 100 It may be determined to display on an arbitrary terminal having more functions and rights than the terminal 100). The above description is only an example of displaying customer information based on a control signal received by the processor 340 of the second user terminal 300, and the present disclosure is not limited thereto.

In addition, according to an embodiment of the present invention, when the input unit 310 receives an input from a user who wants to send a message to a customer terminal, the processor 340 is configured to transmit a message based on the received user's input. Can read customer information. Further, the processor 340 may determine to transmit the read customer information to the first user terminal so that the first user terminal 100 transmits a message.

For example, the second user terminal 300 possessed by a user (in this case, an insurance company employee, etc.) is an input to send a message from the user to the customer (for example, making a phone call to the customer or sending a message message). When receiving an input), the processor 340 may read customer information to which a message is to be transmitted based on the received user input. Further, the processor 340 may determine to transmit the read customer information to the first user terminal 100 so that the first user terminal 100 makes a telephone connection to the customer terminal or transmits a message message. The above description is only an example in which the processor 340 of the second user terminal 300 determines to transmit customer information to the first user terminal 100, and the present disclosure is not limited thereto.

The memory 350 of the second user terminal 300 may store customer information and instructions executable by the processor 340.

The memory 350 may store customer information. Customer information stored in the memory 220 may be collected and managed through the user's first terminal 100 and second terminal 300. Here, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

Also, the memory 350 may exist independently outside the second user terminal 300. In this case, the memory 350 may communicate with the second user terminal 300.

The memory 350 is a flash memory type, a hard disk type, a multimedia card micro type, a card type memory (eg, SD or XD memory, etc.). ), RAM (Random Access Memory, RAM), SRAM (Static Random Access Memory), ROM (Read-Only Memory, Rom), EEPROM (Electrically Erasable Programmable Read-Only Memory), PROM (Programmable Read-Only Memory), Magnetic A storage medium of at least one type of memory, magnetic disk, and optical disk may be included. The display unit 360 of the second user terminal 300 may display a user interface 410 indicating customer information. The user interface 410 is for inquiring and managing customer information collected through the user's first terminal 100 and the second terminal 300, so that the user can easily grasp information on a plurality of customers. It may be an interface to do.

In addition, when the second user terminal 300 reads customer information corresponding to the control signal received from the first user terminal 100, the display unit 360 may display the read customer information. For example, the display unit 360 may display the first user interface 420 indicating part of the read customer information in a form that is overlaid on the display screen. The above-described method of displaying customer information is only an example, and the present disclosure is not limited thereto.

12 is a signal flow diagram showing interworking between a first user terminal and a second user terminal according to another embodiment of the present invention.

Referring to FIG. 12, a first user terminal 100 according to an embodiment of the present invention may receive a message from a customer terminal (S1210). Here, the message may include at least one of various messages such as a phone call, a voice message, a short message service (SMS), a multimedia message service (MMS), a social network message, and a chat. The above-described message is only an example, and the present disclosure is not limited thereto.

When the first user terminal 100 receives a message from the customer terminal, the first user terminal 100 may identify identification information of the customer terminal based on the message of the customer terminal (S1220). The identification information of the customer terminal may include arbitrary information for identifying the customer terminal to which the first user terminal 100 has transmitted a message. Here, the identification information of the customer terminal may include at least one of a phone number of the customer terminal, a unique number of the terminal, an IP address of the terminal, and a social network ID of the customer. The identification information of the customer terminal may be used to confirm information on the customer who has subscribed to insurance or the like. The identification information of the customer terminal described above is only an example, and the present disclosure is not limited thereto.

In addition, the first user terminal 100 may transmit a control signal generated based on the identification information of the identified customer terminal to the second user terminal 300 through the network 400 (S1230). The control signal may be a signal for causing the second user terminal 300 to output a first user interface 420 for displaying customer information corresponding to a customer who sent a message to the first user terminal 100.

When the second user terminal 300 receives a control signal generated based on the identification information of the customer terminal from the first user terminal 100, the second user terminal 300 is based on the received identification information of the customer terminal. Thus, customer information corresponding to the generated control signal can be read (S1240). Here, the customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a consultation history with an insurance company, and identification information of the customer terminal. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

For example, when the identification information of the customer terminal based on the generation of the control signal received from the first user terminal 100 by the second user terminal 300 is a phone number, the second user terminal 300 receives It is possible to read customer information including a phone number that matches the phone number based on the generation of a control signal. The method of reading the above-described customer information is merely an example, and the present disclosure is not limited thereto.

The second user terminal 300 may display the read customer information (S1250). Based on the read customer information, the second user terminal 300 contains the information of the customer who sent the message to the first user terminal 100. 1 It can be displayed on an arbitrary terminal having more functions and rights than the terminal 100). For example, the second user terminal 300 may display the first user interface 420 indicating part of the read customer information in the form of being overlaid on the display screen. The above-described method of displaying customer information is only an example, and the present disclosure is not limited thereto.

13 is a signal flow diagram showing interworking between a first user terminal and a second user terminal according to another embodiment of the present invention.

Referring to FIG. 13, the second user terminal 300 according to an embodiment of the present invention may receive an input of a user who wishes to transmit a message to the customer terminal (S1310).

The second user terminal 300 may read customer information to which a message is to be transmitted based on the received user's input (S1320). The customer information may include at least one of the customer's name, the customer's date of birth, the customer's age, information on the insurance that the customer has subscribed to, a history of consultation with the insurance company, and identification information of the customer terminal. This customer information can be used to read the identification information of the customer terminal to which the message is to be sent. The aforementioned customer information is only an example, and the present disclosure is not limited thereto.

Then, the second user terminal 300 may transmit the read customer information to the first user terminal 100 through the network 400 (S1230).

For example, when the second user terminal 300 possessed by the user (in this case, an insurance company employee, etc.) receives an input from the user to send a message to the customer, the second user terminal 300 receives the received input. Customer information corresponding to the signal can be read. In addition, the second user terminal 300 may transmit the read customer information to the first user terminal 100 (ie, any terminal having a function of transmitting a message to the customer terminal) possessed by the user. The above description is only an example of transmitting customer information based on a user's input, and the present disclosure is not limited thereto.

When the first user terminal 100 receives customer information from the second user terminal 300, the first user terminal 100 may read the identification information of the customer terminal corresponding to the received customer information (S1340). ).

Then, the first user terminal 100 may transmit a message to the customer terminal based on the read identification information of the customer terminal (S1350).

14 is a block diagram of a computing device according to an embodiment of the present disclosure.

14 shows a simplified and general schematic diagram of an exemplary computing environment in which embodiments of the present disclosure may be implemented.

While the present disclosure has generally been described above with respect to computer-executable instructions that can be executed on one or more computers, those skilled in the art will appreciate that the present disclosure may be implemented in combination with other program modules and/or as a combination of hardware and software. will be.

Generally, program modules include routines, programs, components, data structures, etc. that perform particular tasks or implement particular abstract data types. Further, to those skilled in the art, the method of the present disclosure is not limited to single-processor or multiprocessor computer systems, minicomputers, mainframe computers, as well as personal computers, handheld computing devices, microprocessor-based or programmable household appliances, and the like (each of which It will be appreciated that it may be implemented with other computer system configurations, including one or more associated devices).

The described embodiments of the present disclosure may also be practiced in a distributed computing environment where certain tasks are performed by remote processing devices that are connected through a communication network. In a distributed computing environment, program modules may be located in both local and remote memory storage devices.

Computers typically include a variety of computer-readable media. Computer-readable media can be any computer-readable media, including volatile and non-volatile media, transitory and non-transitory media, removable and non-transitory media. Includes removable media. By way of example, and not limitation, computer-readable media may include computer-readable storage media and computer-readable transmission media. Computer-readable storage media include volatile and nonvolatile media, transitory and non-transitory media, removable and non-removable media implemented in any method or technology for storing information such as computer-readable instructions, data structures, program modules or other data. Includes the medium. Computer storage media include RAM, ROM, EEPROM, flash memory or other memory technology, CD-ROM, digital video disk (DVD) or other optical disk storage device, magnetic cassette, magnetic tape, magnetic disk storage device, or other magnetic storage device, Or any other medium that can be accessed by a computer and used to store desired information.

Computer-readable transmission media typically implement computer-readable instructions, data structures, program modules, or other data on a modulated data signal such as a carrier wave or other transport mechanism. Includes all information transmission media. The term modulated data signal refers to a signal in which one or more of the characteristics of the signal is set or changed to encode information in the signal. By way of example, and not limitation, computer-readable transmission media include wired media such as a wired network or direct-wired connection, and wireless media such as acoustic, RF, infrared, and other wireless media. Combinations of any of the above-described media are also intended to be included within the scope of computer-readable transmission media.

An exemplary environment 1100 is shown that implements various aspects of the present disclosure, including a computer 1102, which includes a processing device 1104, a system memory 1106, and a system bus 1108. do. System bus 1108 couples system components, including but not limited to, system memory 1106 to processing device 1104. The processing unit 1104 may be any of a variety of commercially available processors. Dual processors and other multiprocessor architectures may also be used as processing unit 1104.

The system bus 1108 may be any of several types of bus structures that may be additionally interconnected to a memory bus, a peripheral bus, and a local bus using any of a variety of commercial bus architectures. System memory 1106 includes read-only memory (ROM) 1110 and random access memory (RAM) 1112. The basic input/output system (BIOS) is stored in non-volatile memory 1110 such as ROM, EPROM, EEPROM, etc. This BIOS is a basic input/output system that helps transfer information between components in the computer 1102, such as during startup. Includes routines. RAM 1112 may also include high-speed RAM, such as static RAM, for caching data.

The computer 1102 also includes an internal hard disk drive (HDD) 1114 (e.g., EIDE, SATA)—this internal hard disk drive 1114 can also be configured for external use within a suitable chassis (not shown). Yes—, magnetic floppy disk drive (FDD) 1116 (for example, to read from or write to removable diskette 1118), and optical disk drive 1120 (for example, CD-ROM For reading the disk 1122 or reading from or writing to other high-capacity optical media such as DVD). The hard disk drive 1114, magnetic disk drive 1116, and optical disk drive 1120 are each connected to the system bus 1108 by a hard disk drive interface 1124, a magnetic disk drive interface 1126, and an optical drive interface 1128. ) Can be connected. The interface 1124 for implementing an external drive includes at least one or both of USB (Universal Serial Bus) and IEEE 1394 interface technologies.

These drives and their associated computer readable media provide non-volatile storage of data, data structures, computer executable instructions, and the like. In the case of computer 1102, drives and media correspond to storing any data in a suitable digital format. Although the description of the computer-readable medium above refers to a removable optical medium such as a HDD, a removable magnetic disk, and a CD or DVD, those skilled in the art may use a zip drive, a magnetic cassette, a flash memory card, a cartridge, etc. It will be appreciated that other types of computer-readable media, such as the like, may also be used in the exemplary operating environment, and that any such media may contain computer-executable instructions for performing the methods of the present disclosure.

A number of program modules, including the operating system 1130, one or more application programs 1132, other program modules 1134, and program data 1136, may be stored in the drive and RAM 1112. All or part of the operating system, applications, modules, and/or data may also be cached in RAM 1112. It will be appreciated that the present disclosure may be implemented on a number of commercially available operating systems or combinations of operating systems.

A user may input commands and information to the computer 1102 through one or more wired/wireless input devices, for example, a pointing device such as a keyboard 1138 and a mouse 1140. Other input devices (not shown) may include a microphone, IR remote control, joystick, game pad, stylus pen, touch screen, and the like. These and other input devices are often connected to the processing unit 1104 through the input device interface 1142, which is connected to the system bus 1108, but the parallel port, IEEE 1394 serial port, game port, USB port, IR interface, Can be connected by other interfaces such as etc

A monitor 1144 or other type of display device is also connected to the system bus 1108 through an interface such as a video adapter 1146. In addition to the monitor 1144, the computer generally includes other peripheral output devices (not shown) such as speakers, printers, etc.

Computer 1102 may operate in a networked environment using logical connections to one or more remote computers, such as remote computer(s) 1148 via wired and/or wireless communication. The remote computer(s) 1148 may be a workstation, a computing device computer, a router, a personal computer, a portable computer, a microprocessor-based entertainment device, a peer device, or other common network node, and is generally connected to the computer 1102. Although it includes many or all of the components described for simplicity, only memory storage device 1150 is shown. The logical connections shown include wired/wireless connections to a local area network (LAN) 1152 and/or to a larger network, eg, a wide area network (WAN) 1154. Such LAN and WAN networking environments are common in offices and companies, and facilitate an enterprise-wide computer network such as an intranet, all of which can be connected to a worldwide computer network, for example the Internet.

When used in a LAN networking environment, the computer 1102 is connected to the local network 1152 via a wired and/or wireless communication network interface or adapter 1156. Adapter 1156 may facilitate wired or wireless communication to LAN 1152, which also includes a wireless access point installed therein to communicate with wireless adapter 1156. When used in a WAN networking environment, the computer 1102 may include a modem 1158, connected to a communications computing device on the WAN 1154, or through the Internet, to establish communications over the WAN 1154. Have other means. The modem 1158, which may be an internal or external and a wired or wireless device, is connected to the system bus 1108 through a serial port interface 1142. In a networked environment, program modules described for the computer 1102 or portions thereof may be stored in the remote memory/storage device 1150. It will be appreciated that the network connections shown are exemplary and other means of establishing communication links between computers may be used.

Computer 1102 is associated with any wireless device or entity deployed and operated in wireless communication, e.g., a printer, scanner, desktop and/or portable computer, portable data assistant (PDA), communication satellite, wireless detectable tag. It operates to communicate with any device or place and phone. This includes at least Wi-Fi and Bluetooth wireless technologies. Thus, the communication may be a predefined structure as in a conventional network or may simply be ad hoc communication between at least two devices.

Wi-Fi (Wireless Fidelity) allows you to connect to the Internet, etc. without wires. Wi-Fi is a wireless technology such as a cell phone that allows such devices, for example computers, to transmit and receive data indoors and outdoors, ie anywhere within the coverage area of a base station. Wi-Fi networks use a wireless technology called IEEE 802.11 (a, b, g, etc.) to provide secure, reliable and high-speed wireless connections. Wi-Fi can be used to connect computers to each other, to the Internet, and to a wired network (using IEEE 802.3 or Ethernet). Wi-Fi networks can operate in unlicensed 2.4 and 5 GHz radio bands, for example at 11 Mbps (802.11a) or 54 Mbps (802.11b) data rates, or in products that include both bands (dual band). have.

Those of ordinary skill in the art of this disclosure will understand that information and signals may be represented using any of a variety of different technologies and techniques. For example, data, instructions, commands, information, signals, bits, symbols and chips that may be referenced in the above description are voltages, currents, electromagnetic waves, magnetic fields or particles, optical fields. Or particles, or any combination thereof.

A person of ordinary skill in the art of the present disclosure includes various exemplary logical blocks, modules, processors, means, circuits and algorithm steps described in connection with the embodiments disclosed herein, electronic hardware, (convenience). For the sake of clarity, it will be appreciated that it may be implemented by various forms of program or design code or a combination of both (referred to herein as "software"). To clearly illustrate this interchangeability of hardware and software, various illustrative components, blocks, modules, circuits and steps have been described above generally in terms of their functionality. Whether such functionality is implemented as hardware or software depends on the particular application and design constraints imposed on the overall system. A person of ordinary skill in the art of the present disclosure may implement the described functions in various ways for each particular application, but such implementation decisions should not be interpreted as causing a departure from the scope of the present disclosure.

The various embodiments presented herein may be implemented as a method, apparatus, or article of manufacture using standard programming and/or engineering techniques. The term “article of manufacture” includes a computer program, carrier, or media accessible from any computer-readable device. For example, computer-readable media include magnetic storage devices (e.g., hard disks, floppy disks, magnetic strips, etc.), optical disks (e.g., CD, DVD, etc.), smart cards, and flash memory. Devices (eg, EEPROM, card, stick, key drive, etc.), but is not limited to these. In addition, the various storage media presented herein include one or more devices and/or other machine-readable media for storing information. The term “machine-readable medium” includes, but is not limited to, wireless channels and various other media capable of storing, holding, and/or transmitting instruction(s) and/or data.

It is to be understood that the specific order or hierarchy of steps in the presented processes is an example of exemplary approaches. Based on the design priorities, it is to be understood that within the scope of the present disclosure a specific order or hierarchy of steps in processes may be rearranged. The appended method claims provide elements of the various steps in a sample order, but are not meant to be limited to the specific order or hierarchy presented.

The description of the presented embodiments is provided to enable any person skilled in the art to make or use the present disclosure. Various modifications to these embodiments will be apparent to those of ordinary skill in the art, and general principles defined herein may be applied to other embodiments without departing from the scope of the present disclosure. Thus, the present disclosure is not limited to the embodiments presented herein, but is to be interpreted in the widest scope consistent with the principles and novel features presented herein.

Claims (13)

As a first user terminal,
When receiving a message from a customer terminal, the second user terminal outputs a first user interface for identifying the customer who sent the message based on the identification information of the customer terminal and displaying customer information corresponding to the customer. A processor that generates a control signal for causing it to occur; And
A memory for storing identification information of the customer terminal and instructions executable in the processor;
Including,
The first user interface is characterized in that the first user interface includes the customer's consultation history information and one or more graphic objects, and is output as a separate layer that is distinct from a layer displayed on the display unit of the second user terminal. With,
The first user terminal.
The method of claim 1,
The processor,
Deciding to directly transmit the control signal to the second user terminal or to transmit the control signal to a separate server communicating with the second user terminal,
The first user terminal.
The method of claim 1,
When a touch or a push is applied to the one or more graphic objects of the first user interface, a preset function for allowing interaction with a customer or a customer terminal corresponding to the customer information is performed,
The first user terminal.
The method of claim 3,
The preset functions are:
A function of sending a message to a customer or a customer terminal corresponding to the customer information; And
A function of recording counseling contents for a customer corresponding to the customer information;
Containing at least one of,
The first user terminal.
The method of claim 1,
The first user interface,
Used to perform an additional function for the customer consultation in the second user terminal in parallel with the customer consultation performed by the first user terminal,
The first user terminal.
The method of claim 1,
The processor,
When receiving customer information from the second user terminal, reading identification information of the customer terminal corresponding to the customer information, and determining to transmit a message to the customer terminal based on the read identification information of the customer terminal ,
The first user terminal.
As a second user terminal,
A processor that, when receiving a control signal from a first user terminal, reads customer information in response to the control signal and determines to output a first user interface for displaying the read customer information;
A memory for storing the customer information and instructions executable in the processor; And
A display unit that displays the first user interface;
Including,
The first user interface, comprising the customer information and one or more graphic objects, and being output as a separate layer distinguished from the layer being output on the display unit,
Second user terminal.
The method of claim 7,
The processor,
When receiving a user input for sending a message to a customer terminal, the first user terminal reads the customer information to be transmitted based on the received input, and the first user terminal sends a message to the customer terminal corresponding to the customer information. Determining to transmit the read customer information to the first user terminal to transmit,
Second user terminal.
In a method of providing customer information performed in a first user terminal,
Receiving a message from a customer terminal;
When receiving a message from a customer terminal, confirming the customer who sent the message based on the identification information of the customer terminal; And
Generating a control signal for causing a second user terminal to output a first user interface for displaying customer information corresponding to the customer;
Including,
The first user interface is characterized in that the first user interface includes the customer's consultation history information and one or more graphic objects, and is output as a separate layer that is distinct from a layer displayed on the display unit of the second user terminal. With,
A method of providing customer information performed in a first user terminal.
In a method of providing customer information performed in a second user terminal,
Receiving a control signal from a first user terminal;
When receiving the control signal from the first user terminal, reading customer information in response to the control signal; And
Determining to output a first user interface for displaying the read customer information;
Including,
The first user interface, comprising the customer information and one or more graphic objects, and being output as a separate layer distinct from the layer being output on the display unit,
A method of providing customer information performed in a second user terminal.
A computer program stored in a computer-readable storage medium containing encoded instructions, wherein when the computer program is executed by one or more processors of a computer system, the following operations for causing the one or more processors to provide customer information And the actions are:
Receiving a message from a customer terminal;
When receiving a message from a customer terminal, confirming a customer who sent the message based on the identification information of the customer terminal; And
Generating a control signal for causing a second user terminal to output a first user interface for displaying customer information corresponding to the customer;
Including,
The first user interface is characterized in that the first user interface includes the customer's consultation history information and one or more graphic objects, and is output as a separate layer distinguished from the layer being output on the display unit of the second user terminal,
A computer program stored on a computer-readable storage medium containing encoded instructions.
A computer program stored in a computer-readable storage medium containing encoded instructions, wherein when the computer program is executed by one or more processors of a computer system, the following operations for causing the one or more processors to provide customer information And the actions are:
Receiving a control signal from the first user terminal;
When receiving the control signal from the first user terminal, reading customer information in response to the control signal; And
Determining to output a first user interface for displaying the read customer information;
Including,
The first user interface, comprising the customer information and one or more graphic objects, and being output as a separate layer distinct from the layer being output on the display unit,
A computer program stored on a computer-readable storage medium containing encoded instructions.
A computer program stored in a computer-readable storage medium containing encoded instructions, wherein when the computer program is executed by one or more processors of a computer system, the following operations for causing the one or more processors to provide customer information And the actions are:
Receiving a control signal from the first user terminal; And
Determining to output a first user interface for displaying customer information of a customer in response to the control signal when the control signal is received from the first user terminal;
Including,
The first user interface, comprising the customer information and one or more graphic objects, and being output as a separate layer distinct from the layer being output on the display unit,
A computer program stored on a computer-readable storage medium containing encoded instructions.

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