JP2014044575A - Information processor, customer management method, and customer management system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an information processor or the like which executes customer management processing capable of easily acquiring customer information without burdening customers.SOLUTION: An information processor includes: a close range communication executing part for executing close range radio communication with a portable terminal storing customer information; a communication establishment part for communicating information for allowing the portable terminal to execute a setting making communication through radio local area network possible with the portable terminal through the close range radio communication with the portable terminal executed at the close range communication executing part; and a confirmation screen display control part for activating a browser which operates in the portable terminal through the close range radio communication after the portable terminal establishing the communication through the radio local area network according to the information communicated by the communication establishment part, and displaying a confirmation screen on the browser for obtaining permission of acquisition of the customer information using communication through the radio local area network.

Description

  The present invention relates to an information processing apparatus that executes customer management processing, and more particularly to an information processing apparatus that can easily acquire customer information without imposing a burden on the customer.

  Conventionally, it has been performed to acquire and manage information on customers who have made a purchase at a store or the like, and to use it to improve future sales activities. As such customer management information, there is customer contact information. In the past, information on address and telephone number was mainly used as the information. However, due to the widespread use of mobile phones and personal computers, information on e-mail addresses has recently been available. Important customer information.

  In addition, in order to easily obtain such customer information without handwriting or manual input, it has been attempted to utilize a communication function such as a mobile phone or a smartphone.

  For example, there is a method in which when a QR code (registered trademark) is read by a smartphone or the like, a mailer of the smartphone is activated, an email is automatically transmitted to a predetermined site, and the email address of the smartphone is acquired. In addition, using the communication technology of FeliCa (registered trademark), a mailer can be activated and a mail address can be obtained in the same manner by holding a smartphone equipped with the chip over an R / W (reader / writer). .

  Further, as a system example for customer registration, there is a system described in Patent Document 1 below.

JP 2002-222469 A

  However, in the method using the QR code (registered trademark), there is a problem that it takes time on the customer side, and that the communication fee is charged on the customer side in the mail transmission.

  Further, in the method using the above FeliCa (registered trademark), there are models such as a smartphone that cannot automatically start a mailer from the viewpoint of security. Furthermore, when the unique number of the FeliCa (registered trademark) chip is used as the customer identification number, there is a possibility of duplication, and the unique number cannot be sent to the mail from the viewpoint of security. There is a problem that linking with an email address is not easy.

  SUMMARY OF THE INVENTION An object of the present invention is to provide an information processing apparatus that executes customer management processing, and can easily acquire customer information without imposing a burden on the customer. It is.

  In order to achieve the above object, according to one aspect of the present invention, an information processing apparatus includes a short-range communication execution unit that performs short-range wireless communication with a mobile terminal that stores customer information, and the short-range communication execution unit. A communication establishing unit that communicates information that causes the portable terminal to perform settings that enable communication in the wireless local area network with the portable terminal by short-range wireless communication with the portable terminal that is executed in After the mobile terminal establishes communication in a wireless local area network based on the information communicated by the establishing unit, the browser operating on the mobile terminal is activated in the short-range wireless communication, and the wireless local area network A confirmation screen display control unit that causes the browser to display a confirmation screen for obtaining permission to acquire the customer information using communication via an area network.

  Furthermore, in the above invention, one preferable aspect is that the communication establishing unit operates on the mobile terminal when an operation for permitting the acquisition of the customer information is performed on a confirmation screen displayed on the browser. A mailer that transmits an e-mail is activated, and an e-mail including the customer information stored in the portable terminal is transmitted using communication by a wireless local area network.

Furthermore, in the above invention, one preferable aspect thereof is a wireless communication execution unit that receives an electronic mail transmitted from the portable terminal using communication by a wireless local area network, and the electronic mail included in the electronic mail. A customer information registration unit that acquires and registers customer information;
It is characterized by having.

  According to the information processing apparatus of the present invention, at the time of customer registration, the customer automatically confirms the mobile terminal such as a smartphone by holding the mobile terminal such as a smartphone over the reader / writer (R / W) provided on the store side. A screen is displayed, and when registration is permitted, registration can be completed by performing one operation on the screen, and customer information can be easily acquired and registered for both the customer and the store. Can do.

  Furthermore, in the above-mentioned invention, one preferable aspect thereof is characterized in that the customer information is an email address stored in the mobile terminal and identification information of the mobile terminal.

  According to the present invention, an e-mail address can be acquired as customer information and can be associated with a chip unique number (IDm).

  Furthermore, in the above invention, one preferable aspect thereof is characterized in that the identification information of the mobile terminal is a MAC address stored in the mobile terminal.

  According to the present invention, customer information can be uniquely managed using a MAC address.

  Further, in the above invention, one preferable aspect thereof is that the short-range communication execution unit acquires a time when the short-range wireless communication is executed when the short-range wireless communication is executed with the mobile terminal, and establishes the communication. The unit includes the time when the short-range wireless communication acquired by the mobile terminal is included in the e-mail transmitted from the mobile terminal.

  According to the present invention, verification processing based on the time information can be performed, and erroneous customer registration can be prevented.

  In order to achieve the above object, according to another aspect of the present invention, in a customer management method, the short-distance wireless communication between a mobile terminal that stores customer information and an information processing apparatus, the mobile terminal and the information processing apparatus The information processing apparatus communicates information for setting to enable communication in a wireless local area network from the information processing apparatus to the portable terminal, and communication between the portable terminal and the information processing apparatus in the wireless local area network is performed. After the establishment, the information processing apparatus acquires the customer information stored in the portable terminal by using a communication in a wireless local area network by starting a browser executed on the portable terminal by short-range wireless communication. A confirmation screen requesting permission to be displayed on the browser.

  In order to achieve the above object, according to still another aspect of the present invention, a customer management system includes a short-range communication unit that performs short-range wireless communication, a wireless communication unit that performs communication in a wireless local area network, and A mobile terminal having a control unit for operating a browser; a near field communication execution unit that performs near field communication with the near field communication unit of the mobile terminal; a wireless communication execution unit that performs communication in a wireless local network; Communicates information to the portable terminal that allows the portable terminal to perform settings for enabling wireless communication with the portable terminal in a short-distance wireless communication with the portable terminal executed by the distance communication execution unit. The short distance after the mobile terminal establishes communication in a wireless local area network based on the information communicated by the communication establishment unit, the communication establishment unit A confirmation screen display control unit for causing the browser to display a confirmation screen for obtaining permission to acquire the customer information using communication via a wireless local area network after starting the browser of the mobile terminal using line communication And an information processing device.

  Further objects and features of the present invention will become apparent from the embodiments of the invention described below.

It is a block diagram concerning the embodiment of the information processor to which the present invention is applied. It is the figure which illustrated the information registered into customer information DB34. It is the flowchart which illustrated the procedure of the registration process of customer information. It is a block diagram concerning another embodiment.

  Embodiments of the present invention will be described below with reference to the drawings. However, such an embodiment does not limit the technical scope of the present invention. In the drawings, the same or similar elements are denoted by the same reference numerals or reference symbols.

  FIG. 1 is a configuration diagram according to an embodiment of an information processing apparatus to which the present invention is applied. The store-side terminal device 3 shown in FIG. 1 is an information processing device to which the present invention is applied. While establishing communication with the terminal 1 via a wireless LAN (local area network), the browser of the portable terminal 1 is activated and a confirmation screen for customer registration is displayed via the wireless LAN. Here, near field communication refers to near field type wireless communication (near field communication), and a communication area is a distance of about 1 meter to several centimeters. Further, when a customer's approval operation is performed on the confirmation screen, a mail transmitted from the mobile terminal 1 via the wireless LAN is received, and the mail address of the mobile terminal 1 is registered as the customer information. By the processing of the store side terminal device 3, it is possible to easily obtain customer information, in particular, mail address information, without burdening the customer with communication charges.

  In this embodiment shown in FIG. 1, a situation is assumed when a customer visits a store. The mobile terminal 1 is a terminal device having an information processing function and a communication function such as a mobile phone and a smartphone held by the customer. The mobile terminal 1 includes an NFC unit 11 (near field communication unit), a wireless communication unit 12, a browser 13, a mailer 14, and a control unit 15, as shown in FIG.

  The NFC unit 11 is a part that performs near field communication with other devices by NFC, and here, as an example, a FeliCa (registered trademark) chip is mounted. The wireless communication unit 12 is a part that communicates with other devices via a wireless LAN, and has a function of performing communication by Wi-Fi (registered trademark) as an example here. The browser 13 is a so-called Web browser, and is a part that searches and displays various types of information prepared on the network. The mailer 14 is a part that controls transmission and reception of electronic mail. The control unit 15 is a part for operating the browser 13 and the mailer 14.

  Next, as shown in FIG. 1, the store side system 2 provided on the store side includes a store side terminal device 3 and its peripheral devices (4, 5, 6, 35, etc.). The store side terminal device 3 is an information processing device similar to a so-called personal computer, and is embodied as an information processing unit mounted on the printer 35 in the present embodiment. In other words, it is implemented as a part of an intelligent printer having various information processing functions. Although not shown, the store side terminal device 3 includes a CPU, RAM, ROM, HDD, and the like.

  Further, the store side terminal device 3 includes a short-range communication execution unit 30, a communication establishment unit 31, a confirmation screen display control unit 32, a customer information registration unit 33, a wireless communication execution unit 36, and a customer information DB (database) 34 as functional configurations. It has. The communication establishment unit 31 is a part that executes processing for establishing communication with the mobile terminal 1 by wireless LAN (here, Wi-Fi (registered trademark)). The confirmation screen display control unit 32 is a part that performs processing for displaying a confirmation screen for requesting permission for customer registration on the mobile terminal 1. In addition, the customer information registration unit 33 is a part that includes the confirmation screen and receives the mail from the mobile terminal device 1 and registers the customer information of the mobile terminal device 1. The near field communication execution unit 30 and the wireless communication execution unit 36 are a part that performs near field wireless communication with the portable terminal 1 and a part that performs communication in a wireless LAN. The customer information DB 34 is a database in which customer information is registered. Note that the communication establishment unit 31, the confirmation screen display control unit 32, and the customer information registration unit 33 each execute a program (customer management program) that describes the processing performed by each of these parts and the processing according to the program. A CPU, the RAM, and the like are included. The customer information DB 34 is configured by the HDD or the like.

  FIG. 2 is a diagram illustrating information registered in the customer information DB 34. The information of one record shown in FIG. 2 represents customer information for one customer. Here, the customer information includes customer identification information (IDc), chip unique number (IDm), and shop side terminal device identification information (IDt). , NFC communication time (Time), and mail address.

  The customer identification information (IDc) literally identifies the customer. Here, the customer identification information (IDc) is identification information of the mobile terminal device 1 and, for example, a MAC (Media Access Control) address is used. The chip unique number (IDm) is a unique number of the FeliCa (registered trademark) chip of the mobile terminal device 1 described above. The store side terminal device identification information (IDt) is identification information of the store side terminal device 3. The NFC communication time (Time) is time information when communication with the mobile terminal 1 by NFC is performed for registration of customer information. The e-mail address is e-mail address information of the mobile terminal 1 and is information to be acquired as customer information.

  Returning to FIG. 1, the R / W 4 is a reader / writer that performs NFC communication with the mobile terminal 1. When the NFC unit 11 (FeliCa (registered trademark) chip) of the mobile terminal 1 is held over the device, Reading data stored in the unit 11 and writing data to the NFC unit 11 are executed.

  The monitor 5 is a display device that controls the user interface. The operating device is a device that performs a user operation on the store-side terminal device 3, and can be configured by a keyboard or a mouse, for example. In addition, a monitor / operation device integrated type device that can be operated by touching the display screen may be employed.

  Further, the printer 35 executes a printing process in accordance with an instruction from the store side terminal device 3. As the contents of the printed matter, in addition to the customer information list, if the store side terminal device 3 also serves as a POS (Point of Sales) terminal (registration device) at the store, it may be a receipt or coupon at the time of sale. Good.

  When the store side terminal device 3 also serves as a POS terminal (register device) in the store, a bar code reader or a card reader may be provided as other peripheral devices.

  A system including the mobile terminal 1 and the store side terminal device 3 is referred to as a customer management system 100.

  As described above, the apparatus according to the present embodiment having the configuration as described above is characterized by the customer information acquisition process, and the specific processing content will be described below. FIG. 3 is a flowchart illustrating an example of a procedure for registering customer information.

  The process is started when a customer having the mobile terminal 1 comes to the store side terminal device 3 side such as when visiting a store and shopping. First, a customer who wants to register a customer holds the portable terminal 1 over the R / W 4 of the store side system 2. Thereby, NFC communication between the mobile terminal 1 and the shop side terminal device 3 is started by the NFC unit 11 and the short-range communication execution unit 30 (step S1 in FIG. 3).

  When the communication is started, the communication establishment unit 31 reads the above-described chip unique number (IDm) from the FeliCa (registered trademark) chip mounted on the NFC unit 11 of the mobile terminal 1 via the R / W 4. The time information (NFC communication time (Time)) at that time and the individual identification information of the store side terminal device 3 (store side terminal device identification information (IDt)) are linked and stored. Moreover, the communication establishment part 31 writes the said NFC communication time (Time) and the said shop side terminal device identification information (IDt) in the NFC part 11 of the portable terminal 1 via R / W4 (step S2 of FIG. 3). The stored NFC communication time (Time) and store-side terminal device identification information (IDt) serve as communication specifying information for specifying communication by the NFC.

  Next, the communication establishment unit 31 instructs the NFC unit 11 to perform processing for setting communication by wireless LAN (step S3 in FIG. 3). Specifically, an instruction to set information such as a password necessary for wireless LAN communication with the store side terminal device 3 in the wireless communication unit 12 to enable wireless LAN communication with the store side terminal device 3 is NFC. Write to part 11. Thereafter, according to the instruction, the setting in the wireless communication unit 12 is performed, and wireless LAN communication between the mobile terminal 1 and the shop-side terminal device 3 becomes possible.

  Next, the confirmation screen display control unit 32 instructs the NFC unit 11 to display a confirmation screen by the browser 13 (step S4 in FIG. 3). Specifically, the browser 13 is activated, and an instruction to access the site (URL) of the customer information registration unit 33 where the confirmation screen is held is written in the NFC unit 11. Thereafter, the browser 13 is activated in accordance with the instruction, the site is accessed, the data of the confirmation screen is sent to the mobile terminal 1, and the confirmation screen is displayed on the display unit (not shown) of the mobile terminal device 1. .

  When the confirmation screen is displayed on the mobile terminal 1, the operator (customer) of the mobile terminal 1 confirms the content, and if the customer registration is permitted, an operation to that effect is executed. Specifically, for example, on the above confirmation screen, “If you want to register as a customer, tap the following confirmation button. If you perform this operation, the e-mail address and the device identification information will be registered.” A message and a confirmation button are displayed. When registering, the confirmation button is tapped.

  When an operation for permitting customer registration is performed, such as a confirmation button being tapped, a mail transmission program transmitted as data on the confirmation screen is activated, and communication is performed by processing of the mobile terminal 1 according to the program. The establishment unit 31 activates the mailer 14 of the mobile terminal 1, and a registration permission mail is transmitted to the mail address of the store side terminal device 3. The registration permission e-mail includes communication specific information, that is, NFC communication time (Time) and store-side terminal device identification information (IDt), which are written and stored in the NFC unit 11 in Step S2, and transmitted. The mail address information of the mobile terminal 1 and the MAC address information of the mobile terminal device 1 are also included as the original mail address.

  The registration permission mail is transmitted to the shop-side terminal device 3 by wireless LAN communication with which the communication has been established, and the wireless communication execution unit 36 receives it (step S5 in FIG. 3).

  On the other hand, after step S2, the customer information registration unit 33 stores the chip unique number (IDm), NFC communication time (Time), and store-side terminal device identification information (IDt) stored by the communication establishment unit 31 in the step. Is added with temporary customer identification information (IDc) and registered as one record in the customer information DB 34.

  When the reception is performed, the customer information registration unit 33 accesses the customer information DB 34 and collates the communication identification information included in the received mail with the information registered in the customer information DB 34 (FIG. 3). Step S6). Then, the customer identification information (IDc) of the record having the same communication specific information (NFC communication time (Time) and store side terminal device identification information (IDt)) is rewritten to the MAC address included in the received mail, and The mail address of the mobile terminal 1 included in the received mail is registered as the mail address of the record information (step S7 in FIG. 3). Thereby, the registration about the customer of the said portable terminal 1 is complete | finished. If there is no record that matches the received communication identification information, registration is not performed because it is an unauthorized mail.

  Next, another embodiment according to the present invention will be described. FIG. 4 is a configuration diagram according to the embodiment. In the embodiment, customer registration from a plurality of store side terminal devices (3A, 3B,...) Is performed collectively at the store side server 7, and a plurality of store side terminal devices (3A, 3B,. ..) And a store-side server 7. A plurality of store side terminal devices (3A, 3B,...) And the store side server 7 can be embodied as a POS terminal and a POS server.

  Each mobile terminal (1A, 1B,...) Held by the customer is a smartphone or the like having the same configuration and function as those shown in FIG. Each store-side system (2A, 2B,...) And each store-side terminal device (3A, 3B,...) Also have the same configuration and functions as shown in FIG. The customer information registration unit 33 and the customer information DB 34 are not provided, and the portion is provided in the store side server 7 in a lump. The plurality of store side terminal devices (3A, 3B,...) And the store side server 7 are connected to be communicable via a network (for example, LAN 8).

  The store-side server 7 is configured by a so-called server system, and includes a CPU, RAM, ROM, HDD, display device, operation device, and the like. As shown in FIG. 4, the store-side server 7 includes a wireless communication execution unit 73, a customer information registration unit 71, and a customer information DB 72, and the wireless communication execution unit 36, customer information registration unit 33, and customer information DB 34. Has the same function. The customer information registration unit 71 is configured by a program describing processing performed by the part, the CPU that executes processing according to the program, the RAM, and the like, and the customer information DB 72 is configured by the HDD and the like.

  In the system of the said structure, the process of step S1-S4 of FIG. 3 is similarly performed in each shop side terminal device (3A, 3B, ...) at the time of customer registration. However, in the wireless LAN communication setting process in step S3, each mobile terminal (1A, 1B,...) And the store-side server 7 are set to be communicable, and each mobile terminal (1A, 1B,...) The displayed confirmation screen data is held in the store-side server 7, and the browser of each portable terminal (1 A, 1 B,...) Is instructed to access the URL of the store-side server 7. In addition, the information recorded on each store side terminal device (3A, 3B,...) Side in step S2 of FIG. 3 is appropriately transmitted to the store side server 7 via the LAN 8, and the transmitted information is: The customer information registration unit 71 temporarily registers in the customer information DB 72 as described above.

  3 is performed in the same manner as in the case of the customer information registration unit 33 by the wireless communication execution unit 73 and the customer information registration unit 71 of the store side server 7 here.

  As described above, the customer registration process is performed in the system in the embodiment.

  In the above two embodiment examples, the customer holds the mobile terminal over the reader / writer (R / W) at the time of customer registration, but when paying at the store using the same NFC unit, When the portable terminal is held over the reader / writer (R / W) for the payment, the customer registration process described above may be performed together.

  As described above, in the apparatus and system to which the present invention is applied, when the customer is registered, the customer simply holds the portable terminal such as a smartphone over the reader / writer (R / W) prepared on the store side. A confirmation screen is automatically displayed on the terminal, and when registration is permitted, registration can be completed by performing one operation on the screen, making it easy for both the customer and the store. Customer information can be acquired and registered.

  In addition, since wireless LAN communication between the mobile terminal and the store side device is automatically set, and communication related to customer registration is performed by this wireless LAN communication, customer registration can be performed without incurring communication charges on the customer. It can be carried out.

  Further, as customer information, an e-mail address can be acquired and can be associated with a chip unique number (IDm). Furthermore, information management can be performed so that duplication does not occur using a MAC address uniquely determined by hardware as customer identification information.

  In addition, since the above-described verification process (step S6) is performed at the time of customer registration, information resulting from the action of holding the portable terminal device over the reader / writer (R / W) is registered, which is illegal. Registration of information by access can be prevented. Further, in the above embodiment example in which a plurality of store side terminal devices are provided, even if a plurality of registration acts occur at the same time, the information to be collated includes the store side terminal device identification information (IDt). Incorrect registration can be prevented.

  The protection scope of the present invention is not limited to the above-described embodiment, but covers the invention described in the claims and equivalents thereof.

  DESCRIPTION OF SYMBOLS 1 Mobile terminal, 2 Store side system, 3 Store side terminal device, 4 R / W, 5 Monitor, 6 Operation apparatus, 7 Store side server, 8 LAN, 11 NFC part, 12 Wireless communication part, 13 Browser, 14 Mailer, DESCRIPTION OF SYMBOLS 15 Control part, 30 Short-range communication execution part, 31 Communication establishment part, 32 Confirmation screen display control part, 33 Customer information registration part, 34 Customer information DB, 35 Printer, 36 Wireless communication execution part, 71 Customer information registration part, 72 Customer information DB, 73 wireless communication execution unit, 100 customer management system

Claims (8)

A short-range communication execution unit that performs short-range wireless communication with a mobile terminal that stores customer information;
Communication that communicates information that causes the portable terminal to perform settings for enabling communication on the wireless local area network with the portable terminal by short-range wireless communication with the portable terminal that is executed by the short-range communication execution unit An establishment section;
Based on the information communicated by the communication establishment unit, the portable terminal establishes communication in a wireless local area network, and then activates a browser that operates on the portable terminal in the short-range wireless communication, and the wireless terminal A confirmation screen display control unit for causing the browser to display a confirmation screen for obtaining permission to acquire the customer information using communication by a local area network of
An information processing apparatus comprising:   The communication establishing unit activates a mailer that operates on the mobile terminal and transmits an e-mail when an operation for permitting the acquisition of the customer information is performed on a confirmation screen displayed on the browser, and a wireless local area The information processing apparatus according to claim 1, wherein an electronic mail including the customer information stored in the mobile terminal is transmitted using communication via a network. A wireless communication execution unit for receiving an electronic mail transmitted from the mobile terminal using communication by a wireless local area network;
A customer information registration unit for acquiring and registering the customer information included in the e-mail;
The information processing apparatus according to claim 2.   The information processing apparatus according to any one of claims 1 to 3, wherein the customer information is an email address stored in the mobile terminal and identification information of the mobile terminal.   The information processing apparatus according to claim 4, wherein the identification information of the mobile terminal is a MAC address stored in the mobile terminal. The near field communication execution unit acquires a time when the near field communication is performed when the near field communication with the portable terminal is performed,
The information processing apparatus according to claim 3, wherein the communication establishment unit includes a time at which the short-range wireless communication acquired by the mobile terminal is included in the electronic mail transmitted from the mobile terminal. Information for setting information to enable communication between the portable terminal and the information processing apparatus in a wireless local area network by short-range wireless communication between the portable terminal that stores customer information and the information processing apparatus. Communicate from the device to the mobile terminal;
After establishing communication in the wireless local area network between the mobile terminal and the information processing apparatus, in short-range wireless communication, start a browser to be executed on the mobile terminal,
A customer management method, comprising: causing the browser to display a confirmation screen requesting permission for the information processing apparatus to acquire the customer information stored in the portable terminal using communication in a wireless local area network . A portable terminal having a short-range communication unit for performing short-range wireless communication, a wireless communication unit for performing communication in a wireless local area network, and a control unit for operating a browser;
A near field communication execution unit that performs near field communication with the near field communication unit of the mobile terminal, a radio communication execution unit that performs communication in a wireless local network, and the mobile terminal that is executed in the near field communication execution unit A communication establishment unit that communicates information to the portable terminal to enable the portable terminal to perform settings for enabling communication in the wireless local area network with the portable terminal by short-range wireless communication. Based on the information, the mobile terminal uses the wireless local area network after starting the browser of the mobile terminal using the short-range wireless communication after establishing communication on the wireless local area network. An information processing apparatus having a confirmation screen display control unit for causing the browser to display a confirmation screen for obtaining permission to acquire the customer information;
A customer management system comprising: