JPH0594463A - Customer management system - Google Patents

Abstract

PURPOSE:To operate the management of a customer to which a customer's number is not applied by managing the customer while allotting a temporary customer's number to the inputted data of the customer, when the corresponding customer's number is not applied to the data. CONSTITUTION:When the data are inputted from a data inputting means 21, a customer judging means 22 judges whether or not the customer's number is applied to the data, and a temporary customer's number adding means 23 allots the temporary customer's number to the data when the customer's number is not applied to the data. And also, temporary customer master information is prepared by using the allotted temporary customer's number, and stored in a customer master file 25 by a storage means 24 as a temporary customer file. Thus, the data to which the customer's number is not applied can be processed in the same way as the data to which the customer's number is applied by allotting the temporary customer's number to the data, and the data of the customer can be displayed at a display 27, and printed by a printer 28.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a customer management system capable of performing management similar to that of a customer to whom a customer number has been assigned, even if the customer is not assigned a customer number.

[0002]

2. Description of the Related Art In various financial institutions, in addition to business at sales offices, there are public relations activities that visit customers and carry out transaction business and information provision. Such public relations activities are carried out as follows in the case of banks, for example. First, the foreign affairs officer normally determines in advance which customers to visit on that day, and visits each customer in turn. Then, a transaction such as depositing an ordinary deposit is carried out at the visited place, and the store is returned to each business store. When returning to the sales office, the foreign clerk inputs the visit record of the day into the online terminal. As a result, the online terminal creates a daily activity record, and also creates a visit schedule for the day after the next day. The liaison officer sets the schedule for the next day according to this schedule and repeats it every day.

In recent years, the public relations staff carry out public relations activities while carrying a portable terminal called a handy terminal. This portable terminal is a portable data input / output terminal that stores data such as the customer's deposit amount and data such as a visit schedule, and is equipped with a printer so that customers can issue forms and slips. It has become.

FIG. 2 shows a block diagram of such a portable terminal. The apparatus shown in the figure includes a processor 1, a display / input unit 2, a memory card reader / writer 3, an external I / O interface 4, a magnetic stripe reader 5, a ROM (read only memory) 6, a RAM (random access memory). ) 7, a Kanji ROM 8, a clock 9, a printer 10 and the like. The processor 1 is a device that controls each unit as a portable terminal. In addition, the display / input unit 2
Consists of a display 2a and a touch panel 2b,
The display 2a is composed of a liquid crystal display device. The touch panel 2b is provided on the display 2a, and has a function of performing various key operations by pressing the touch panel 2b.

The memory card reader / writer 3 is a device for reading / writing a memory card of a customer, and the external I / O interface 4 is an interface for communicating with an online terminal described later. The magnetic stripe reader 5 is a device for reading a magnetic stripe of a passbook or a magnetic card. The ROM 6 is a memory that stores a control program or the like as a portable terminal, and the RAM 7 is a memory that stores customer data and the like. The Chinese character ROM 8 is a memory that stores the Chinese character code data for displaying the display 2a and outputting the Chinese character on the printer 10 or the like. The clock 9 is a device for outputting the current time, the date and time, and the scheduled visit time. Further, the printer 10 is a printing device that prints a receipt for receipt of money to a customer, a memo, and the like.

Further, FIG. 3 shows the configuration of a public relations activity support system including an online terminal, a portable terminal and a host. The system shown in the figure comprises a portable terminal 11, an online terminal 12 and a host 13. The online terminal 12 and the host 13 are online connected by a communication line 14, and the online terminal 12 is the host 1
3 manages it together with other online terminals (not shown). The portable terminal 11 and the online terminal 12 are the external I / O interface 4 of the portable terminal 11.
It can be connected with the serial interface cable connected to. The online terminal 12 is composed of a personal computer and has a function of processing data input from the portable terminal 11 and data processing from the host 13. In addition, in the online terminal 12,
The printer 15 and the external storage device 16 are connected.

In the public relations activity support system thus configured, the public relations staff carries out the public relations activities while carrying the portable terminal 11 as described above. Then, when the public relations activities of the day are completed and the employee returns to the business office, the portable terminal 11 is connected to the online terminal 12 and the visit record data of the day is transferred to the online terminal 12. As a result, when a schedule for the next day is created by the online terminal 12, this data and data such as customer change information are transferred to the portable terminal 11 and stored in the portable terminal 11.

Next, the customer management method in the online terminal 12 will be described in detail. FIG. 4 is a flowchart showing the customer management method. First, the portable terminal 11
Is connected to the online terminal 12, and actual data of the portable terminal or data from the keyboard of the online terminal 12 or the like is input (step S1). Thereby, the online terminal 12 collects the result data (step S2) and determines whether the result data requires schedule management (step S3). If this data is data that does not require schedule management because the schedule ends on that day, such as cancellation due to the maturity of the customer's fixed deposit, the result table is simply output (step S4). If the input data is data that requires schedule management, such as monthly data, it is determined whether the data has a customer number (step S5). This customer number serves as an index of the data of a certain customer and is given to each customer. All the customer data is given the customer number and is provided in the external storage device 15 as a customer master file. It is stored in.

In step S5, if the data does not have a customer number, the process proceeds to step S6 and a list is output. Here, the case where there is no customer number refers to, for example, a new customer or a customer who has not been determined to be a customer, and data to which a customer number has not been assigned yet. Further, the list is a table in which each data of the customers to which the customer number is not assigned is shown.
That is, in the case of the customer data to which the customer number is not assigned, the schedule cannot be managed because the index does not exist, and only the list is output.

If the data is data having a customer number, that is, if the customer number is data of a registered customer, schedule source information is created or updated (step S7). As a result, the online terminal 12
Extracts the once-monthly visit schedule data and the once-daily visit schedule data obtained from this visit schedule data (step S8), and creates a schedule (step S9). Then, it is checked whether or not there is a file update of the customer (step S10), and if there is a file update, unnecessary data is deleted, for example, and the next month's visit schedule data is changed (step S1).
1). After that, a regular visit is made to digest the schedule at each customer (step S12), and then step S
Return to 1 and enter the actual results after returning to the store. Also, step S
If there is no file update in 10, the next day is visited as it is.

By the way, in the conventional customer management method, in the case of a customer to which a customer number is not assigned, only a list is output. Therefore, the liaison officer cannot manually manage the schedule with the online terminal 12, and therefore manually reflects the data in the schedule by looking at the output of the list.

[0012]

However, in the method of manually inputting the data without the customer number into the schedule as described above, for example, a mistake in registration in the schedule or a customer due to such a mistake in registration may occur. There is a problem in that the foreigner's visitor forgets to visit and the burden on the customer management of the public relations is heavy, and continuous customer management cannot be performed accurately. The present invention has been made to solve the above-mentioned conventional problems, and enables a new customer or a customer with an unspecified customer number to be scheduled, which reduces the burden on public relations personnel and improves the reliability of customer data. The purpose is to

[0013]

In the customer management system of the present invention, customer data is stored in a customer master file with a customer number corresponding to the customer, and the customer is managed by the customer number. In the customer management system, when the customer data is input, the customer judgment means for judging whether or not there is the corresponding customer number, and as a result of the judgment by the customer judgment means, if there is no corresponding customer number, A temporary customer number assigning means for assigning a temporary customer number to this customer; storage means for storing data of the customer to whom the temporary customer number is assigned by the temporary customer number assigning means in the customer master file; It is characterized in that it is provided with a management means for managing the customer by the number and the temporary customer number.

[0014]

In the customer management system of the present invention, when customer data is input from the data input means such as a portable terminal, the customer determination means checks whether or not there is a customer number corresponding to the data. If there is no corresponding customer number by this, the temporary customer number assigning means assigns a temporary customer number to the data. The data provided with the temporary customer number is stored in the customer master file by the storage means. As a result, the management means manages the data to which the temporary customer number has been added, in the same manner as the management of the data to which the customer number has been added. Therefore, when accessing data from the outside, it is not necessary to consider whether the data is a customer or a temporary customer.

[0015]

Embodiments of the present invention will be described in detail below with reference to the drawings. FIG. 1 is a block diagram showing an embodiment of a customer management system of the present invention. The system shown in the figure has a data input means 21, a customer judgment means 22, and a temporary customer number assignment means 2.
3, a storage unit 24, a customer master file 25, a management unit 26, a display 27, and a printer 28.

The data input means 21 comprises the keyboard of the portable terminal or online terminal shown in FIG.
It is a means of inputting data such as visit records. The customer determination means 22 is means for determining whether or not the customer data input by the data input means 21 belongs to a customer having a customer number. Further, the temporary customer number assigning means 23 is means for assigning a temporary customer number to this customer when the result of the examination by the customer determining means 22 indicates that there is no corresponding customer number. Further, the storage means 24 is means for storing the customer data to which the temporary customer number is given by the temporary customer number giving means 23 in the customer master file 25. The management unit 26 is a unit that searches the customer master file 25 by the customer number or the temporary customer number and manages the customer. The display 27 and the printer 28 are devices that display and print data managed by the management unit 26. The customer judging means 22, the temporary customer number giving means 23, the storing means 24 and the managing means 26 are
It is provided on an online terminal.

Next, the operation of the customer management system having the above configuration will be described. FIG. 5 is a flowchart showing the operation. First, as in the conventional case, the portable terminal is connected to the online terminal to transfer the actual result data of the day, or the data is input from the keyboard or the like of the online terminal (step S1). That is, the actual result data is input from the input means 21. Thereby, the online terminal collects the performance data (step S2) and determines whether the performance data requires schedule management (step S3). If this is data that does not require schedule management, the result table is output (step S4). If the input data is data that requires schedule management, the customer determination means 22
It is determined whether or not the data has a customer number (step S5). Then, if there is no customer number by this determination, it is determined whether or not the data is data to which a temporary customer number is added (step S
6).

If the data has no temporary customer number, the temporary customer number assigning means 23 assigns a temporary customer number (step S7). The temporary customer number is a number that is assigned in the same manner as the customer number. For example, if the customer number is a 6-digit number such as "1XXXXXX", the temporary customer number is " 0 ××××
It is predetermined to have the same number of digits and the leading number indicating a temporary customer or a customer, such as "x". Further, temporary customer master information is created using the assigned temporary customer number (step S8), and the created temporary customer master information is stored in the customer master file 25 as a temporary customer file by the storage means 24. .. Next, schedule source information is created using these temporary customer master information or customer master information (step S9). If the data has the customer number in step S5, or if the data has the temporary customer number in step S6, it is not necessary to assign the temporary customer number. The process proceeds to S9 and schedule source information is created.

After that, the visit schedule data is extracted (step S10) and a schedule is created (step S11) as in the conventional case. Then, it is checked whether or not there is a file update of a certain customer (or a customer to whom a temporary customer number is given) (step S12). If there is no file update, the process proceeds to step S15 and the next day is visited. If the file is updated, unnecessary data in the temporary customer file is deleted (step S13). In other words, this temporary customer master information update process is performed once a month, and if a temporary customer number has been given, but no data has been input for that customer for a certain period of time, it is determined as unnecessary data and the data is To delete. After that, the visit schedule data for the next month is changed as in the conventional case (step S1).
4) The next day is visited and the schedule at each customer is consumed (step S15). After that, the process returns to step S1 and the above-described operation is repeated.

Next, a method of creating a customer master file will be described with reference to the above flow chart. FIG. 6 is a diagram showing the flow of information between the files. In the figure, the customer master file 25 includes the customer file 251 and the temporary customer file 252 as described above. Further, the daily registration file 101 is a file for registering one-day transactions, the schedule source file 102 is a file for registering a schedule such as a visit date of a customer, and the monthly schedule file 103 is a file for registering a monthly schedule of a customer. The schedule file 104 is a file in which the daily schedule of the customer is registered.

In such a configuration, the information flow between the files is as follows. After registering daily transactions in the daily registration file 101, check the customer number in the daily registration file 101, extract unregistered data, and assign a temporary customer number to this unregistered data. To create the temporary customer file 252. This operation corresponds to steps S1 to S8 in FIG. 5. Specifically, when the customer number field is not entered on the result input screen displayed on the display 27, the customer determination means 22 , The provisional customer number assigning means 2 by detecting this
At 3, the temporary customer number is given, and the storage means 24 stores it in the customer master file 25 as the temporary customer file 252. In the customer file 251 and the temporary customer file 252, data required for schedule management is reflected (registered) in the schedule source file 102 as chain information.
To do. This corresponds to step S9 in FIG. Schedule source file 1 when creating a schedule for the following month
The monthly schedule is extracted with reference to the visit date stored in 02, and the customer (or temporary customer) is registered in the monthly schedule file 103. In addition, when the daily schedule is created, the customer of the corresponding visit date is extracted from the monthly schedule file 103, and the linked data of the schedule source file 102 is registered. The above and this correspond to step S10 in FIG.

Therefore, even the data to which the customer number is not added can be processed in the same manner as the data to which the customer number is added by adding the temporary customer number.
That is, by inputting the temporary customer number to the online terminal, schedule management such as displaying the customer data on the display 27 or printing with the printer 28 is performed just like the data to which the customer number is given. It can be carried out. Further, for example, in the conventional case, the customer data to which the customer number is not assigned can be managed by using the temporary customer number in the above embodiment, which cannot be managed by the portable terminal. It is possible to print a receipt or deposit certificate on a portable terminal.

In the above embodiment, the customer management system has been described by taking the business of a bank as an example. However, other than this, if the customer number is given to the customer data and the management is performed by this customer number. Even if it is not a financial institution, the same effect can be obtained.

[0024]

As described above, according to the customer management system of the present invention, it is checked whether or not there is a corresponding customer number in the inputted customer data, and if there is no corresponding customer number, Since a temporary customer number is assigned and customer data is managed by this temporary customer number and customer number, it is possible to manage customers who have not been assigned a customer number that could not be managed in the past. As a result, the burden on the operator is reduced and accurate customer management can be performed. Further, even in an application program using such a customer management system, it is not necessary to be aware of whether the data is a customer or a temporary customer.

[Brief description of drawings]

FIG. 1 is a block diagram of a customer management system of the present invention.

FIG. 2 is a block diagram of a general portable terminal.

FIG. 3 is a configuration diagram of a public relations activity support system.

FIG. 4 is a flowchart of a management method in a conventional customer management system.

FIG. 5 is a flowchart of a management method in the customer management system of the present invention.

FIG. 6 is an explanatory diagram of each file in the customer management system of the present invention.

[Explanation of symbols]

 22 Customer Judging Means 23 Temporary Customer Number Assigning Means 24 Storage Means 25 Customer Master Files 251 Customer Files 252 Temporary Customer Files 26 Management Means

Claims (1)

[Claims] 1. A customer management system in which customer data is stored in a customer master file with a customer number corresponding to the customer, and the customer is managed by the customer number, and the customer data is input. Then, the customer judging means for judging whether or not there is the corresponding customer number, and as a result of the judgment by the customer judging means, if there is no corresponding customer number, a temporary customer number is given to this customer. Temporary customer number assigning means, storage means for storing customer data to which the temporary customer number is assigned by the temporary customer number assigning means in the customer master file, and management for managing customers by the customer number and the temporary customer number Customer management system with means.