JP2002149980A - How to display investment trust information - Google Patents

Abstract

PROBLEM TO BE SOLVED: To support the explanation of a person in charge about the investment trust information using an explaining screen for customers. SOLUTION: A history information table is provided for each customer to show which screen has been explained and which has not yet been explained, and a list of titles of different screens is displayed so that the person in charge can easily judge which screen should be used to make explanation to the customer concerned by reference to the table. Further a table of the priority of explanation for different screens is prepared so that the person in charge can know which screen not yet explained should be taken up in priority.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method for displaying investment trust information, and more particularly to a method for displaying investment trust information that assists a presenter in explaining the features of the investment trust and individual product information to customers.

[0002]

2. Description of the Related Art A customer who intends to trade products of an investment trust in a financial company does not always have sufficient knowledge of the investment trust itself and knowledge and information of individual products. For this purpose, usually, a financial company presenter individually gives necessary explanations to the customer. In addition to general knowledge about investment trusts and information on individual products, explanations about risks are indispensable. For this purpose, an information display terminal is provided at a consultation desk, etc., a screen for explanation is obtained via a communication line from a database provided at the head office or the information management center, etc., and the information is displayed on the information display terminal for explanation. ing.

[0003]

The degree of interest and interest in the mutual fund of a customer who visits the window of a financial company varies from person to person, and even a person who has already been explained several times and who is completely new have relevant knowledge. The degree is different. Such circumstances can be dealt with by the explainer memorizing to some extent, but the memory of such an explainer is limited, and a customer cannot always be handled by the same explainer.
Furthermore, information to be explained includes information that must be explained, such as information on risk, and if not explained, it must be explained with priority. However, in the conventional investment trust information display system, all such situations had to be judged by the explainer.

[0004] An object of the present invention is to provide a method for displaying investment trust information in which an explainer can easily determine which information should be explained to a certain customer and which information should be explained with priority. Is to do.

[0005]

According to the present invention, there is provided an investment trust information display method in which an explanation screen stored in a database is displayed on a screen to give an explanation to a customer. A history information table storing history information indicating whether the explanation screen is explained or unexplained is provided, and when the presenter gives an explanation of the investment trust to the customer, the explanation is given to the customer by referring to the history information table. The explanation screen displays whether the explanation screen is explained or unexplained on the screen by the identification sentence list of each explanation screen, and when the explainer designates one identification sentence from the displayed identification sentence list, the corresponding identification sentence is displayed. The explanation screen is retrieved from the database and displayed on the screen. When the explanation using the display is completed, the history information table is displayed so that the explanation screen is explained to the customer. Disclose investment trust information display method and updates the table.

Further, according to the present invention, a priority table in which the description priority is set for each explanatory screen is provided, and an unexplained explanatory screen in the identification sentence list is displayed by referring to this table. Disclosed is a method for displaying investment trust information, characterized in that an identification sentence is displayed with its explanation priority added.

[0007]

Embodiments of the present invention will be described below with reference to the drawings. FIG. 3 is a block diagram showing a schematic configuration example of a system provided with the investment trust information display method according to the present invention. A server 1 is provided in a head office of a financial company, and a client 3, 3,. Are connected via an intranet. The server 1 is provided with a database 2 which stores various kinds of information including an explanation screen for explaining an investment trust, and a history information table 5 which is a feature of the present invention. ing. In the case of a small-scale system, a system without a network in which a terminal and a server are integrated may be used, or a system in which a server / client is connected to a network using a public network may be used. Further, the server 1 and the history information table 5 may be provided in an information management center different from the branch, for example.

FIG. 4 shows an example of the history information table 5. It is assumed that “1”, “2”,... “N” are added to the explanation screen, and that the customer is also assigned a customer code. The screen information itself and the title sentence for each number of the explanation screen are stored in the database 2, and the server 1 can take out the corresponding screen information and the title sentence from the database 2 when the number is given. The history information table 5 stores information on which explanation screen the customer indicated by the customer code has received or has not been explained. In the example of FIG. 4, "1" is an entry. "0"
Indicates that the explanation screen for entry is unexplained. For example, the explanation screen numbers “1”, “2”, and “5” have been explained for the customer with the customer code “1002”, and the other explanation screen numbers have not been explained. It is shown that only the explanation screens 3 and 5 have been explained and the others have not been explained. In addition, the explanation necessity level is determined for each explanation screen. In the example of FIG. 4, the explanation screen having the explanation necessity value of “0” is not necessarily explained, and the explanation necessity degree is “1”. The thing should be explained as much as possible, and the thing of "2" must be explained without fail. The method of determining the necessity of explanation may be more steps or may be simplified to two steps. Hereinafter, the description of the entry is “1”, the description is “0”, and the information (one horizontal row of information in FIG. 3) including one customer code and its corresponding entry is referred to as a record.

FIG. 1 is a flowchart showing an example of a processing method of the system when an explainer gives an explanation to a customer using the client 3 or 4 in FIG. When explaining to a customer, the customer's code is first input (step 101). The customer code is provided with a function of referring to a server-side customer management database (not shown), and if present, the presenter can read the code and manually input it, or take it into the present process by mouse operation or the like. It may be. Alternatively, a card may be issued to a customer, a customer code may be recorded on the card, and the card may be read by a card reader. In the case of a first-time customer, this input is performed together with registration in the customer management database, or processing for issuing a card is performed.

When the customer code is entered, it is checked whether or not the customer code has already been registered on the history information table 5 on the server side (step 102). Then, a record in which all entries are set to "0" is generated on the first buffer of the client machine (step 103). If the customer code has already been registered on the history information table 5, the record is taken out from the history information table 5 and set in the first buffer on the client machine (step 104).

When the record of the customer is set in the first buffer in step 103 or 104, a title sentence display process for displaying the title sentence of each explanation screen on the screen of the client terminal with reference to the record is performed. Perform (Step 105). The details of the title sentence display process are shown in FIG.
First, the title sentence and explanation necessity information of each explanation screen are taken out from the history information table 5 and taken into the second buffer of the client machine (step 20).
1). Next, the parameter j representing the screen number is set to 1 (step 202), and the entry of the explanation screen having the number "j" (hereinafter also referred to as screen j) is checked in the first buffer (step 203). If the entry is “1”, a “レ” mark is placed at the beginning of the title sentence on screen j, and the second
A black text is displayed together with the title sentence on the buffer (step 204). If the entry corresponding to screen j is "0" (not explained), the necessity of explanation of screen j is retrieved from the second buffer and checked (step 205). If the value is "0", the title sentence of screen j is judged. Is displayed in black (step 20).
6) If "1", the title text of screen j is displayed in yellow (step 207); if "2", the title text of screen j is displayed in green (step 208). When the title display of the screen j is completed in this way, j is increased by +1 (step 209), and unless j> n (the number of explanation screens), the steps from step 203 onward are repeated.

FIG. 5 shows an example of a screen displayed by the above-described display processing, in the case of the customer code "1003" shown in the history information table of FIG. In the case of this customer, the screens 3 and 5 whose entries are “1” are displayed in black with a “レ” mark on the left side of the title sentence, indicating that they have been explained. Screen 1
Is a necessity level "1" but is not explained yet and is displayed in yellow. Screen 2 is a necessity degree "2" but is not explained and is displayed in green. Screens 4 and 20 are the necessity degree "0" and are not explained. It is displayed in black. Here, the total number of explanation screens n = 20
And According to such a display, the presenter can grasp at a glance whether the explanation screen has been explained, or which of the unexplained explanation screens should be explained with priority. Can be done properly. Note that the display method here is an example, and it goes without saying that the color of the “レ” mark and the color display may be another display method. Although the title text is used to indicate the explanation screen, another character string (including a symbol) that allows the explainer to easily identify the content may be used as the identification text. It is only necessary to be able to display a description history list for.

Returning to FIG. 1, when a list of titles is displayed on the screen of the client terminal together with the description status by the display processing 105, the presenter specifies the title of the screen to be described. This designation method uses a mouse, numeric keys, and the like. Then, the client stores the screen information corresponding to the specified title statement in the database 2
(Step 106), and an underline is displayed in the title sentence of the title list (step 107). FIG. 6 shows an example of the display, in which the explainer designates and displays a title sentence of screen 2 “Investment risk” with reference to the title list described in FIG. On the explanation screen, an explanation sentence 61 and an explanation drawing 62 are displayed following the title sentence. The title sentence of the title list display screen is underlined to indicate that it is being displayed. For the underline in this display, another display method, for example, reverse display or blinking of the title sentence may be used.

The explanation is given to the customer using the screen displayed by the presenter, and when it is determined that the explanation has been completed, the display screen explanation end is input to the terminal (step 108). This input method is shown in FIG.
Is performed by clicking the check box 63, another key operation may be performed. When the end is confirmed, the record in the first buffer is updated with the entry corresponding to the screen whose display has been completed being set to “1”, and the corresponding title sentence on the title list is marked with “レ”. A black display indicating that the image is full (Step 1)
09). Next, an inquiry is made to the explainer as to whether another explanation screen is to be used (step 110). When another explanation screen is to be used, the process returns to step 106. When the explanation using the explanation screen for the customer is completed, the record in the first buffer is transferred to the history information table 5, and the updated history information is stored in the table 5 (step 111). Thus,
When the same customer next visits, an arbitrary explainer can give an accurate explanation with reference to the updated history information.

In FIG. 1 and FIG. 3, the history information table 5 is attached to the server, and the history information and the necessity of explanation are used and updated by the client via the communication line. For example, one or both of the necessity of explanation and the necessity of explanation may be provided for each store, and only the image data of the explanation screen itself may be retrieved from a database attached to the server. In addition, the judgment of the end of the explanation in step 108 in FIG. 1 is made by the presenter, but this is because the display time of the screen has exceeded a predetermined time, or once the display has been completed, the step 109 has been completed. May be performed.

[0016]

According to the present invention, the following effects can be obtained. (1) By being able to record and refer to the explanation history of various information related to investment trusts for each customer, it is possible to easily ascertain whether the contents required to be explained are properly explained. Checks can also be made. (2) In addition, by analyzing the explanation situation to the customer and the actual transaction situation, it can be utilized for product planning and marketing. (3) If there is any information to be explained that has not been explained yet by using the explanation history, it is possible to display a guide for urging the explanation to be given to the explainer, thereby preventing the explanation from being forgotten. be able to. (4) The degree of necessity of explanation to the customer can be collectively managed by the headquarters side, and it becomes possible to guide the explanation staff.

[Brief description of the drawings]

FIG. 1 is an overall flowchart of a process for realizing a display method of the present invention.

FIG. 2 is a detailed flowchart of a title sentence display process in FIG.

FIG. 3 is a diagram showing a configuration example of an investment trust information display system.

FIG. 4 is an example of a history information table.

FIG. 5 is a display example of a list of title sentences.

FIG. 6 is a display screen example for explanation.

[Explanation of symbols]

 1 server 2 database 3, 4 client 5 history information table

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Claims (2)

[Claims] 1. An investment trust information display method in which an explanation screen stored in a database is displayed on a screen to give an explanation to a customer, wherein each explanation screen is provided for each customer for each customer. A history information table storing history information indicating whether or not an explanation is provided is provided. When an explainer explains an investment trust to a customer, each explanation screen is explained to the customer by referring to the history information table. Whether or not to explain is displayed on the screen by the identification sentence list of each explanation screen, and when the explainer specifies one identification sentence from the displayed identification sentence list, the explanation screen corresponding to the identification sentence is taken out from the database. On the screen, and when the explanation using this display is completed, the history information table is updated so that the explanation screen is explained to the customer. Investment trust information display method and. 2. A priority table in which the description priority is set for each of the explanation screens is provided, and by referring to this table, an identification sentence indicating an unexplained explanation screen in the identification sentence list is displayed. 2. The investment trust information display method according to claim 1, wherein the explanation priority is added and displayed.