JPS6373371A - Control system for scheduled visiting data - Google Patents

Abstract

PURPOSE:To grasp the non-visited destination data of the day and to reflect them to the visiting plan of the next day by identifying the visiting destination and the non-visited destination transacted in the stored scheduled data and extracting the non-visited destination based on the identification. CONSTITUTION:At the time of starting a work, the customer visiting destination scheduled data of the day are loaded to a first storing means 13, a visitor visits, transacts by the visiting destination scheduled data and the transaction data are stored into a second storing means 14. Then, the visiting destination and the non-visiting destination are identified and a flag is hoisted at a transacted visiting destination data. Based on the identification by the means 3, non-visited destination data are extracted by an extracting means 4. Thus, the visiting destination and the non-visited destination can be classified and the visiting to the non-visited destination can be easily reflected to the schedule after the next day.

Description

[Detailed Description of the Invention] [Summary] This is a visit destination data management method when an external relations staff of a financial institution, etc. visits a customer's store or office and conducts transactions based on visit schedule data, and the data is stored in a storage means. By providing identification means for identifying visited destinations and unvisited destinations that have been traded in the planned visit data, and extraction means for extracting unvisited destinations based on the identification, data on unvisited destinations on the day can be extracted. can be grasped.

[Industrial application field]

The present invention relates to a method for managing customer visit destination data transacted by external relations staff in financial institutions and the like, and more particularly to a visit schedule data management method that allows easy identification of unvisited destinations on that day.

BACKGROUND ART In recent years, banks and the like have adopted a transaction method in which an external relations clerk carries a portable terminal device and enters transaction data at a customer's store or office, and then takes a bankbook with him and later records and delivers it to him.

Such door-to-door transactions are carried out based on the scheduled data of visited destinations for the day, but a method is desired that allows the data of unvisited destinations to be easily grasped at the end of the workday or the like.

[Conventional technology]

FIG. 4 is a block diagram illustrating transaction data input, bookkeeping, and visit destination data management by an external relations staff at a bank or the like.

In the figure, a portable terminal device 1 is carried by an external relations staff to conduct transactions on the go, and has an operating section 11 for inputting transaction data. Display on which visit schedule data and transaction data are displayed (hereinafter referred to as CRT) 12. A visit schedule data memory 13a that stores visit schedule data loaded from a customer data processing device 2, which will be described later, at the start of business, a transaction data memory 14a that stores transaction data, and a printer section 1.
5. and a control section 16 that controls each section.

The customer data processing device 2 includes an operation section 21. CRT 22゜Visit schedule data memory 23 in which daily customer visit schedule data, such as collecting customer's reserve deposits on designated days every month, is stored. A collection data memory 24 in which transaction data input from the portable terminal device 1 is stored, a printer section 25.
and a control section 26.

With such a configuration, the portable terminal device 1 is connected to the customer data processing device 2 and loaded at the beginning of business.

The public relations staff displays the visit schedule data on the CRT 12, visits the customer based on the data, enters transaction data 9 received from the customer (for example, payment) into the portable terminal device 1, and prints the data to the printer 1.
5, issue a receipt and keep the passbook, and after returning to the branch etc., connect the portable terminal device 1 to the customer data processing device 2, and output and collect the transaction data stored in the transaction data memory 14. The received data is stored in the communication data memory 24.

Therefore, the bankbook is inserted into a not-illustrated bookkeeping machine connected to the customer data processing device 2, and transaction data is transmitted and bookmarked. After posting, the passbook is delivered to the customer.

On the other hand, the visit schedule data stored in the visit schedule data memory 23 and the transaction data stored in the received data memory 24 are printed out on separate slips by the printer section 25, and compared with the slips, it is determined that the transaction has been completed. Create data that manually separates unvisited and unvisited visits and plan visits for the next day onwards. Visit schedule data and transaction data are cleared after printing.

In this way, transaction data made by the external relations staff based on the visit schedule data is entered and recorded.

[Problem that the invention seeks to solve]

According to the above-mentioned conventional method, for external transactions, it is effective to load visit destination schedule data and visit accordingly to prevent failure to collect money, but if the customer is absent at the time of the visit, etc. There is a problem in that at the end of the day, the data is cleared without being visited, and it takes a lot of effort to compile data on unvisited destinations.

Furthermore, the capacity of the visit schedule data memo January 3 is insufficient to retain visit schedule data unconditionally or for a limited period of time, and there is insufficient capacity in the visit schedule data memo January 3 to retain visit schedule data unconditionally or for a period of time. Since there are transactions, it is wasteful to keep the data of the day until the next day.

[Means for solving problems]

FIG. 1 is a block diagram of the principle of the present invention.

In the figure, reference numeral 13 denotes a first storage means into which the day's customer visit schedule data is loaded at the start of business hours, 14 a second storage means in which transaction data made based on the visit place schedule data is stored, and 3 a second storage means. Identification means for identifying visited destinations and unvisited destinations that have been traded in the visited destination schedule data stored in the first storage means 13; This is an extraction means for extracting.

Therefore, the system is configured so that visited destinations and unvisited destinations can be distinguished.

[Effect]

At the start of business, the customer's scheduled visit destination data for the day is loaded into the first storage means 13, the customer is visited and transacted based on the visited destination scheduled data, and the transaction data is stored in the second storage means 14.

Then, the identification means 3 identifies visited destinations and unvisited destinations. For example, a flag is set on the traded visit data in the first storage means 13.

Based on the identification by the identification means 3, the extraction means 4 extracts unvisited destination data.

In this way, visited destinations and unvisited destinations can be distinguished, and visits to unvisited destinations can be easily reflected in the schedule for the following day.

〔Example〕

An embodiment of the present invention will be described below with reference to FIGS. 2 and 3. The same reference numerals refer to the same objects throughout the design. In FIG. 2, parts corresponding to those in FIG. 1 are shown surrounded by a dashed line.

In FIG. 2, the visit schedule data memo January 3b of the portable terminal device 1a stores visit schedule data loaded from the customer data processing device 2a, which will be described later, at the start of business, and also stores the visit schedule data of each customer as shown in the figure. It has an area where flags are set corresponding to scheduled data.

The control unit 16a has a function similar to that of the control unit 16 described in the conventional example, and also has a function of setting a transaction completion flag on the schedule data of the corresponding customer in the visit schedule data memory 13b based on input of transaction data.

Also, the received data memory 24a of the customer data processing device 2a
has an area for storing the day's transaction data and visit schedule data transmitted from the portable terminal device 1a at the end of the workday and the like.

The unvisited destination extracting unit 4a has a function of extracting unvisited destinations based on the transaction completion flag of the visit schedule data stored in the collection data memory 24a and sending the extracted destinations to the unvisited destination data memory 5.

The unvisited destination data memory 5 is a memory that stores unvisited destination data sent from the unvisited destination extraction section 4a.

The control unit 26a has a function of controlling each unit to perform customer data processing including extraction of unvisited destination data.

Since it has such a configuration and function, the operation of visit destination schedule data management will be explained using the flowchart shown in FIG. The day's visit destination schedule data is downloaded from the data memory 23 to the visit schedule data memory 3b.

■The public relations staff visits customers according to the visit schedule data, enters transaction data of customers with whom they have transactions, issues receipts, and keeps bankbooks.

(2) The transaction data is stored in the transaction data memory 4a, and a transaction completion flag is set on the customer's schedule data corresponding to the transaction in the visit schedule data memory 3b.

- After completing the external relations activities, return to the branch office etc., connect the portable terminal device 1a to the customer data processing device 2a, and transfer the transaction data from the transaction data memory 4a and visit schedule data memory 3b to the collection data memory 24a, and Simultaneously collect all visiting destination schedule data along with the completed transaction flag.

0 Next, the unvisited destination extraction unit 4a extracts unvisited destination data based on the presence or absence of the transaction completed flag in the visited destination schedule data in the received data memory 2ga, and sends it to the unvisited destination data memory 5 to be stored. .

(2) When the external relations staff presses the printout button, the unvisited destination data in the unvisited destination data memory 5 is printed out on a form by the printer 25.

■The public relations staff determines whether or not to reflect the unvisited destination data on the next day's visit schedule based on the unvisited destination data in the form, erases the unvisited destinations that are not to be reflected by operating the operation unit 21, and deletes the unvisited destinations that are not to be reflected in the visited destination data memory 5. Leave only the destination data.

■When downloading the next day, the destination data memory 23
The scheduled visited destination data and the unvisited destination data in the unvisited destination data memory 5 are sorted and arranged in order, and then transferred to the portable terminal device 1.
It is sent to the visit schedule data memory 13b of a.

In this way, data on unvisited destinations for the current day can be easily grasped and reflected in the next day's visit plan if necessary. In addition, visit schedule data memo 1 in the portable terminal device Ia
There is no need to particularly expand the storage area of Month 3b, and no useless data remains.

In the above example, the case where the unvisited destination extractor is provided in the customer data processing device has been explained, but it may also be provided in a portable terminal device. The data will be sent to the communication data memory and printed out.

〔Effect of the invention〕

As explained above, according to the present invention, ■ data on unvisited destinations can be printed out on a form and it can be determined whether or not it needs to be reflected on the next day, eliminating manual checks and eliminating unnecessary data. It is not cumulative.

■There is no need to particularly expand the storage area within the portable terminal device, and no unnecessary data remains.

There is an effect.

[Brief explanation of the drawing]

FIG. 1 is a block diagram of the principle of the present invention, FIG. 2 is a block diagram showing an embodiment of the present invention, FIG. 3 is a flowchart of FIG. 2, and FIG. 4 is a block diagram showing a conventional example. In the figure, 1.1a is a portable terminal device, 2.2a is a customer data processing device, 3 is an identification means, 4 is an extraction means, 4a is an unvisited destination extraction unit, 11.21 is an operation unit, and 12.22 is an operation unit. CRT,
13 is a first storage means, 13a, 13b, 2
3 is a visit schedule data memory; 14 is a second storage means;
14a is a transaction data memory, 15.25 is a printer section,
16.16a, 26, 26a are control units, 24.24a
indicates the receive data memory. Xte11C-1

Claims (2)

[Claims] (1) A customer data processing device having a visit schedule data storage means for storing customer visit destination schedule data and a collection data storage means for collecting transaction data in bulk at the end of a business day, and connected to the customer data processing device at the beginning of a business day. a first storage means (13) into which customer visit destination schedule data is loaded from the visit schedule data storage means; and a second storage means (13) in which transaction data made based on the visit destination schedule data is stored.
4) and a portable terminal device that transmits the transaction data stored in the second storage means (14) to the customer data processing device at the end of a business day, wherein the first storage means (14) 13) Identification means (
3); and extraction means (4) for extracting unvisited destinations based on the identification by the identification means (3). (2) The identification means (3) sets an identification flag in the corresponding visit destination schedule data in the first storage means (13) based on the input of the transaction data. The visit schedule data management method described in Section 1.