JPH1166172A - Visit allocation method, visit allocation processor and visit allocation system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To enable each person in charge to efficiently move between customers by reading customers to be visited out of a visit list from each information processor to a portable information terminal device and selecting desired customers out of them. SOLUTION: An information processor connected to a communication network is provided with the visit list 6 containing visit destinations to which no person in charge is allocated. The visit list 6 includes discrimination data showing whether or not there is a visit destination. From the visit list 6, the visit destinations to which no person in charge is assigned and additional data on routes to the places of the visit destinations and required times are sent to a portable information terminal device 20. The portable information terminal 20 has a visit reserving means 25 by which a person in charge as its user can select and reserve a visit destination and in response to the selection of the visit destination, the portable information terminal device 20 assigns the person in charge as a visiting person for the visit destination selected in the visit list.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method and apparatus for assigning a person to be visited when visiting a plurality of customers.

[0002]

2. Description of the Related Art Conventionally, when a person in charge visits a plurality of customers' homes to be visited, a customer to be visited is assigned in advance, and the visit is performed according to the assigned schedule. Therefore, if traffic is congested or if you spend more time than planned on your visit, you may have to make adjustments individually, such as delaying your next visit or giving up your schedule for subsequent visits. I was planning. On the other hand, in the case where a customer is absent or a visit is completed earlier than planned even though a visit has been made, it is difficult to make an efficient visit because the time after the visit is left behind. In this way, when assigning a visit destination to each person in advance, and adjusting the visit time by individually judging within the range, it is difficult for the persons in charge to adjust the time mutually, and the customer is made to wait unnecessarily. As a result, it was difficult to make efficient and satisfactory visits as a whole.

FIG. 6 shows a CMS developed by the present applicant.
This is an outline of a conventional visit for debt collection, taking as an example a debt collection using a debt management system called (Call Management System). The CMS manages due dates from the initial dunning of clients with delinquent debts to the request for proxy, provides efficient management for collection of receivables, and provides evidence for provisional execution and litigation. Publishes various documents including important debt collection histories. Then, the structure is such that the data of delinquency is received from the database (5) of the office center (4) which stores the data such as the actual debt situation, and is integrated with the data indicating the contents of the prior negotiation with the debtor. Then, various information necessary for debt collection and the history of the debt reminder so far are stored and managed in the CMS (1) as the debt management data (2). In addition, the receivables management data (2) includes information such as the location of the debtor whose debt repayment is overdue, the workplace, the amount of debt, the age, etc.
A terminal device connected to the CMS via a local area network (LAN), or customer attribute information indicating a so-called customer attribute, a history of demand for receivables, a history of repayment, and a next repayable date and time or method. Output to the printer for each customer. Therefore, the debt collection unit (6), which is in charge of debt collection, based on the printed debt contents (7), the debtor A, who should actually visit the debtor,
B and C (8a, 8b, 8c) are assigned in advance to each person in charge, and each person makes a visit to the debtor according to the assignment, so that the debtor can investigate the debtor and collect the debt. A visit was to be made. Therefore, this CMS
At the visit stage required for debt collection, as in the past, the visit was made according to the already assigned schedule, and therefore, the conventional problem still remained.

[0004] However, if the circumstances of the visitor differ, such as demanding debt repayment to the debtor, the debtor's debt situation and repayment ability change every moment. Whether or not to make a quick and accurate visit after grasping the debt situation will have a significant effect on the outcome of the visit, for example, the accuracy of debt collection, so we have further improved this CMS system. There has been a demand for a system that makes efficient and accurate visits.

[0005]

SUMMARY OF THE INVENTION Therefore, according to the present invention, flexible assignment can be made according to the situation of the person in charge of debt collection, etc. It is an object of the present invention to provide a method and system capable of performing an efficient and reliable visit.

[0006]

SUMMARY OF THE INVENTION The present invention is a system which allows a portable information terminal device connected to a communication network to assign a destination to be visited by a person in charge. The information processing apparatus connected to the communication network is provided with a visit list including a plurality of visits to which a person in charge has not been assigned yet. This visit list includes identification data indicating the presence or absence of a visit destination. Then, from the visit list, at least the visitor to which the person in charge is not assigned, and additionally a route to the location of the visitor and data including the required time are transmitted to the portable information terminal device. The portable information terminal device includes a visit reservation unit that allows a visitor who is a user to select a visit destination from the transmitted data and make a reservation. And
In response to the selection of the visit destination by the portable information terminal device, the information processing device sets, for the selected visit destination in the visit list, a person to whom the portable information terminal device is assigned as a visit person. assign.

[0007] Thus, in addition to being able to flexibly determine a destination according to a request from a plurality of visiting persons, the person in charge can grasp a route to the visiting for each of the visiting persons, so that a more efficient visiting can be performed. It becomes possible.

[0008]

DESCRIPTION OF THE PREFERRED EMBODIMENTS FIG. 1 shows the CMS described in FIG.
(1) A new receivable collection management system (1) incorporating a visit allocation unit according to a specific embodiment of the present invention.
FIG. Debt collection management system (1
0) means a visit planning means (14), a traffic network data (15), a visit list (16), and a communication means (17), in addition to the conventional credit management means (3) and the credit management data (2).
And A terminal device (18) is connected to the debt collection management system (10) via an existing LAN or the like, and by accessing the debt collection management system (10) therefrom, the debt management managed by the debt management means (3). The information of the data (2) can be searched and updated. The debt management data (2) includes various debtor information necessary for debt management, and is used at the time of debt collection. The traffic network data (15) is information on a traffic network in a jurisdiction area to be visited, and is generally stored as a database in a storage unit (not shown) such as a magnetic disk or an optical disk. This information includes, for example, a transportation network such as a subway, a ground railway, a bus, and the like, the time required between the stations and each station, the transit station for each railway organization, the transit time required for the transit, and the Includes fare data.

The portable information terminal device (20) is an information processing device carried by each visitor. The portable information terminal device (20) includes a debtor management unit (21), a visit reservation unit (25), a display unit (23), and an input unit (22).
And a storage unit (24) and a communication unit (26).

The debt collection management system (10) and the portable information terminal device (20) perform data transmission through a communication network such as a telephone line or the Internet by means of their respective communication means (17) and communication means (26). be able to. The debtor management means (21) retrieves necessary information of the debtor from the debt management data (2) through the debt management means (3) of the debt collection management system (10) connected by the communication network, It can be displayed on the display means (23) and stored in the storage means (24). Further, the debtor management means (21) can receive the newly revealed information of the debtor by the input means (22) and store it in the storage means (24), and can be connected to the communication network. Debt collection management system (1
By transmitting the data to the credit management means (3) of (0) and adding the data to the credit management data (2), the credit management data (2) can be updated. Visit reservation means (2
5) is provided for the visitor having the portable information terminal device (20) to determine the obligor to visit on the day, and the details thereof will be separately described in detail. The communication means (26) is, specifically, a wireless communication means such as a PHS or a modem which enables communication from an installed telephone such as a telephone box.
Any means may be used as long as it can transmit information. The input means (22) includes a small keyboard applicable to a portable terminal, a pointing device such as a drag ball, a touch pen capable of directly inputting on a screen, and the like. The display means (23) is generally a black-and-white or color liquid crystal display panel, and enables visual display of information to a person in charge. The storage means (24) includes a rewritable RAM or flash ROM, or an optical or magnetic disk such as an MD. The visit reservation means (25) and the debtor management means (21) are generally configured to be executed by an internal CPU in accordance with the program stored in the storage means (24). The storage means (24) stores the identification number of the person in charge having the portable information terminal device (20), and when transmitting / receiving data to / from the debt collection management system (10), the identification number is used as data to collect the debt. By sending to the management system (10), the credit management means (3)
And the visit planning means (14) can grasp which person in charge of data exchange. On the other hand, in the debt collection management system (10), the telephone number of the portable information terminal device (20) is associated with each person in charge and stored in a storage unit (not shown), so that the person in charge has a plan. A telephone connection can be made to the portable information terminal device (20). Here, the portable information terminal device (20) referred to in the present invention may be any portable device having a telephone function and an information terminal function, and specifically, an existing PDA.
A device in which a PHS function is further added to (Personal Data Assitance) may be used. This portable information terminal device (20)
Are assigned to each of the visiting personnel.

FIG. 2 outlines a process in which the visitor planning means (14) of the debt collection management system (10) specifies a debtor to be visited on that day and adds it to the data of the visit list (16). . First, a date at which a visit is to be made is input from the terminal device (18) (S1). The visit planning means (14) which has received the date reads the already scheduled visit reservation data from the credit management data (2).
Here, in the debt collection management system (10), the dunning by telephone can be performed in advance by the debt management means (3). That is, the operator who urges the debtor by telephone calls a terminal device (e.g., the contents of the debt situation, the contact information of the debtor, the contents of negotiations with the debtor such as the dunning, etc.) from the debt management data (2). While making the display on the display screen of 18), a call is made to the debtor, and according to the displayed information, a reminder or notification of being overdue can be made. Then, by inputting the contents of negotiations such as telephone dunning by the terminal device (18), dunning history data is accumulated as a part of the loan management data (2). The dunning history data is also necessary for legal procedures in the event of a subsequent default. Also, depending on the telephone negotiations with the debtor, the promise of payment from the debtor may be made. Therefore, the dunning history data includes the date and time and the payment method, for example, payment to the bank or a specified location. The reservation data such as what time and what time to pay is accumulated. Therefore, the visit planning means (14)
When the date of the visit is input (S1), the debtor scheduled to visit on that day is searched from the credit management data (2), and the contents of the reservation data and the debtor corresponding to the relevant date can be read. (S3). Then, from the contents of the read reservation data, the visit planning means (14) creates a visit list (16) including the data of the obligor to visit, the visit time, and the visit place. Subsequently, the person in charge of creating the visit list selects another obligor to visit while checking the contents of the receivable management data (2) through the terminal device (18). A new debtor can be added (S5). Here, the debt management data (2) is information necessary for debt management such as the debt content of each debtor, delay status, and recent status, as described above. By means (3), a search can be made based on some keywords. Therefore, when the visit list creator designates the obligor to be visited from the searched, the visit planning means (14) can add the obligor to be visited on that day to the visit list (16) ( S5). The debtor added in this way by the visit planning means (14) and the selected debtor are added to the visit list as debtors to be visited on that day, and further, other debtors required for other visits are added. Is completed from the terminal device (18), a final visit list is created (S7).

FIG. 3 shows an example of the contents of the visit list thus obtained. Column 1 shows the code of the person in charge of the visit, column 2 shows the promised time of the visit, column 3 shows the code of the debtor to visit, column 4 shows the nearest station of the place to be visited, and column 6 shows the place of the visit. Is stored in the storage means.
Then, column 5 is secured in the visit list as an area where a code indicating whether or not the visit has been completed can be input. Here, column 1
The person in charge of the visit is already determined in advance, and will be described later in detail, but can be determined by the selection of the person in charge every time the visit is completed. Therefore, a blank portion indicates a situation where a person to visit has not yet been determined. In step S3 of FIG. 2, the visit planning means (14) reads the reservation data from the loan management data (2) and automatically adds the promised time in the column 2 as a visit list. Or step S5
Is the data entered by the creator of the visit list when identifying the debtor. Receivables management data (2) by telephone dunning by the receivable collection management system (10) described above
The dunning history data obtained as a part of the data includes time data such as a time during which a call is disconnected and a time during which a telephone call can be made. Therefore, the creator of the visit list determines, from the contents of the dunning history data, a time to be easily accessible to the debtor as a visit time or a time zone, and sets the terminal device (18 ). It is also possible for the visit planning means (14) to automatically determine a time at which there is a high possibility that such a visitor is present from the dunning history data that has been conventionally stored, and add the time to the promised visit time. Note that the blank portion of the column 2 indicates that there is no particular time designation, and that a visit can be made at a free time as compared to visits designated at other times. The nearest station indicates a station that is close to the planned obligor's visit, and as actual data, a specific code of the station is stored as data of the nearest station. Can be included as data. In this example, in step S7 for creating a final visit list, the creator of the visit list inputs the nearest station as information necessary for the visit, but is not limited to this. Column 5 is a data area indicating a visit situation when a visit has been made but a meeting with the debtor has not been made, or when an intended visit has been completed. When each person in charge sends data indicating the situation at the time of the visit to the debt collection management system (10) using his / her portable information terminal device (20), the visit planning means (14) Based on the data, update column 5 of the relevant debtor in the visit list. Column 6 indicates that the visit planning means (14)
In addition to automatically adding a place to visit in step S3, the creator of the visit list may add as necessary information in step S7.

Returning to FIG. 2, when the final visit list is created, the debt collection management system (10) waits for a connection request from the portable information terminal device (20) (S9).

Next, referring to FIG. 4, it is assumed that the portable information terminal device (20) specifies the obligor to be visited from the visit list according to the present invention, and receives the obligor's debt information and the like. The process will be described.

In response to a connection request from the portable information terminal device (20), a mutual connection for transmitting and receiving data of the visit list and the like is established (S11). Here, the storage means (24) of the portable information terminal device (20) stores the data of the transportation system and the station in the area under the jurisdiction of the person in charge. Then, the data is displayed on the display means (23) in the form of a map or as text data, with the name of the transportation means and the name of the station. The person in charge can select and specify his / her nearest station on the screen from the plurality of transportation means and the stations displayed on the display means (23). The data of the designated nearest station is transmitted from the portable information terminal device (20) to the debt collection management system (10), and the visit planning means (14) receives it (S1).
3). Here, GPS (Global Positioning System) or VICS
(Vehicle Information and Communication System) is known. Therefore, by providing such means in the portable information terminal device (20), the person in charge can specify the position automatically specified by the GPS or VICS without designating the nearest station by himself / herself. )
And the visit planning means (14) of the receivables management system (10) may specify the nearest station from the position and send it to the visit planning means (14) as data.

Next, the visit planning means (14) retrieves, from the visit list (16), a debtor who has not been visited and whose person in charge has not yet been identified as an unspecified debtor (S).
15). Further, as shown in FIG. 3, the route between the nearest station of the unspecified debtor and the nearest station of the place where the person in charge obtained in step S13 is determined by the traffic network data (1).
The search is performed according to 5), and the route with the shortest time or the shortest fee is calculated (S17). Next, the route to the unspecified debtor and the required time (or required fare) obtained by the calculation are transmitted to the portable information terminal device (20) for each unspecified debtor (S19). As described above, since the identification number of each visitor is stored in the portable information terminal device (20), step S1 is performed.
3, the portable information terminal device (20) stores the identification number together with the data of the nearest station with the debt collection management system (1).
0), the debt collection management system (10)
The visit planning means (14) can specify the person in charge of the currently connected portable information terminal device (20).

FIG. 5 shows the display means (2) of the portable information terminal (20) based on the data obtained in step S19.
3) An example of an output result of the visit list displayed above is shown. FIG. 5A is an output example of a list including a debtor assigned by the person in charge C and an unspecified debtor.
(B) is an output example showing details of a route to an unspecified debtor selected from among them. In this example, FIG.
3, the time required from the current nearest station x minutes, the visit time 12:00, and the nearest station of the visited place for the debtor VI scheduled to be visited in advance by the person in charge C shown in FIG. In addition to information on Hatsudai Station on the Toei Shinjuku Line, other debtor codes II, III, and I that have not been visited and whose person is not specified
The time required for each of V, VIII, IX, and XI, and the nearest station are displayed, so the person in charge can provide objective judgment on which debtor's visit is easy or possible. Can be given to. On the other hand, FIG. 5B shows the result of selecting the obligor IV displayed in FIG. 5A and selecting “Details of visit” at the bottom of the screen, and the name of the obligor, the purpose of the visit, for example, Receivable collection, details of the address of the visit, JR which is the nearest station from the current nearest station to visit to debtor IV
The access method and required time for traffic to Shibuya Station on the Yamanote Line are displayed. Thereby, more detailed data for a visit can be obtained. At the bottom of the screen, a [Debt Data] selection area is provided, and by selecting it with input means (22) such as a touch pen, the debt collection management system (1) is selected.
Detailed debt information of the debtor can be obtained from the debt management data (2) of (0). If you select a specific debtor from the visit list and select [Visit Select],
It notifies the debt collection management system (10) that the person in charge reserves the next visiting debtor. When the visit planning means (14) receives the notification (S21), it identifies the person in charge indicated by the person in charge identification code of the portable information terminal device (20) which has already been sent, and displays the person in the visit list (16). The visitor list is updated by adding the code of the responsible person to the column of the responsible person in column 1 of the visit list (16) for the selected debtor (S23). Further, the visit planning means (14) transmits the debt information data necessary for the visit of the selected debtor to the portable information terminal device (2).
0) (S25), and then the portable information terminal (2)
0) is disconnected (S27).

The result of the visit according to the visit schedule determined by the method described above is stored in the storage means (24) as information of the newly generated debtor via the input means (22) of the portable information terminal device (20). Is stored in Then, the portable information terminal device (20) and the debt collection management system (1)
0) and the new information is transferred to the credit management means (3).
Can be sent to The credit management means (3) receiving the information updates the credit management data (2) based on the result. Therefore, the debt collection management system (1
0) will always have the latest information of the debtor.
Further, the visit planning means (14) additionally updates the code indicating the visit completion in the column of the corresponding debtor in column 5 of the visit list (16). Therefore, even if each person in charge accesses the visit list, the corresponding debtor is not received as an unspecified debtor of the visit. If you visit here but could not meet with the debtor,
A personal digital assistant (20) if the primary job cannot be performed and the debtor is not scheduled for a subsequent visit;
Of the obligor and the absence of a scheduled visit are inputted from the input means (22), and so-called visit reservation is canceled. The input data is sent to the debt collection management system (10), and the visit planning means (14) sends the visit list (1).
Column 5 of the corresponding debtor's visit status in the data of 6)
By adding a status code indicating absence to the user and further deleting the person in charge column 1, the debtor is returned to the unspecified debtor, and the subsequent portable information terminal device shown in FIGS. By selecting the visitor debtor from (20), the debtor can be accessed.

Here, the traffic network data (15) is not limited to the means of railway transportation, but is based on the road selection and the required time by a car navigator system which has become well known at present, and furthermore, the traffic congestion information. It is also possible to combine movement delay times. Thereby, when selecting a visit destination from the portable information terminal device (20), it is possible to specify a debtor who can be easily moved from the position of the person in charge, thereby enabling a more efficient visit as a whole. it can.

Although the method and apparatus for allocating a visit according to the present invention have been described above in the debt collection system, the present invention is applicable to all cases where a plurality of persons visit by allocating a plurality of destinations.

[0021]

As described above, a visitor to be visited is read from each information processing device to the portable information terminal device from the visit list, and a desired customer is selected from the read information. Visits tailored to the situation of the visitor.
Each time, the person in charge was released from having to adjust the time on his own. Furthermore, by presenting the means of transportation for each debtor, each person in charge can move between customers efficiently, so that a quick visit can be made possible.

[Brief description of the drawings]

FIG. 1 is a schematic diagram of a new visit system incorporating a visit planning means (14).

FIG. 2 is a schematic diagram showing a process of creating a visit list by a visit planning means (14).

FIG. 3 is a specific example of a visit list created by a visit planning means (14).

FIG. 4 is a schematic diagram showing a process in which a visit planning means (14) specifies a customer to visit from a visit list through the portable information terminal device (20).

FIG. 5 is a display (23) of the portable information terminal device (20).
2 is a specific example of the customer list displayed in FIG.

FIG. 6 is a schematic diagram showing an example of a conventional visiting system using a debt collection system as an example.

[Explanation of symbols]

1 ... CMS, 2 ... Bond management data, 3 ... Bond management means, 14 ... Visit planning means, 16 ... Visit list, 17, 26
..Communication means, 20: portable information terminal device, 21.
..Debt management means, 22... Input means,
23 ... display means, 24 ... storage means
25 ・ ・ ・ Visiting reservation means,

Claims (4)

[Claims] 1. A method of allocating a visit destination of a person in charge by a portable information terminal device connected to a communication network, wherein the information processing device connected to the communication network includes a person to visit. A visit list including unassigned visits is provided. From the visit list, data including a visit to which the person in charge is not assigned, a route to the visit, and a required time are transmitted from the information processing apparatus to the mobile phone. Transmitting to the information terminal device, the portable information terminal device selects a visit destination from the received data, and, in the information processing device, according to selection of the visit destination from the portable information terminal device, Assigning a person assigned to the portable information terminal device to the selected destination as a person in charge of visiting. The featured visit assignment method. 2. A portable information terminal device connected to a communication network, wherein a visit destination can be selected, and a visit schedule list including identification data indicating assignment of a visitor to a plurality of visits. Traffic network data including the transportation system in the area under the jurisdiction of the visit and the time required between each station; and the portable information terminal device, the destination to which a person to be visited is not assigned, and the position of the portable information terminal device. And transmits data having a route to the destination and the required time, and in accordance with the selection of the destination from the portable information terminal device, assigns a person in charge of the selected destination and updates the identification data. A visit assignment processing device, comprising: 3. A system for allocating a visit between an information processing device connected to a communication network and capable of communicating with each other, and a portable information terminal device, wherein the information processing device performs a plurality of visits for each of a plurality of visit destinations. A visit schedule list having identification data indicating assignment of a visitor, and visit planning means for transmitting, to the portable information terminal device, at least a visit destination to which a visitor to be visited is not assigned from the visit list. The mobile processing device includes a visit reservation unit that transmits a visit selected from the visits received from the visit planning unit to the information processing device, wherein the visit plan unit includes the selected visit. A visit assignment system, wherein a visit person is assigned to a destination and the identification data is updated. 4. The information processing apparatus further has traffic network data including a transportation system in a jurisdiction of a visit and a required time between each station, and the visit planning means is arranged in accordance with a position of the portable information terminal. The visit assignment system according to claim 3, wherein data including a route to the visit destination and a required time is transmitted to the portable information terminal device.