JP5986959B2 - Information processing apparatus, information processing system, information processing method, and program - Google Patents

Description

  The present invention relates to an information processing apparatus, an information processing system, an information processing method, and a program.

  2. Description of the Related Art Conventionally, services that support users searching for insurance products suitable for themselves from insurance products handled by a plurality of insurance companies have been provided. For example, Non-Patent Document 1 discloses a WEB system that allows a user to compare insurance products by inputting the age, sex, and type of insurance product to be searched.

“Japan's Largest Insurance Comparison Site, Insurance Market”, [online], Advanced Create Inc., [Search June 24, 2013], Internet <URL: http://www.hokende.com/>

  However, in a system such as Non-Patent Document 1, the user must always connect to a network such as the Internet while using the service and acquire information from the server every time he searches for insurance products. There is a problem that it takes time until information is displayed.

  Therefore, in view of the above circumstances, an object of the present invention is to provide a technology that can immediately present insurance products suitable for a user.

  An information processing apparatus according to the present invention includes: a first receiving unit that receives input of first information including a user's age or date of birth and gender from a user; and a first that transmits first information to a server apparatus. Receiving means for receiving product information related to the user's age and gender from the server device, and storing the received information in the storage unit; second receiving means for receiving second information input from the user; Search means for searching for product information stored in the storage unit based on the second information, extracting product information related to the second information, and presenting the extracted product information to the user, the presented product For at least one of the information, a third receiving means for receiving an instruction for requesting a material related to the product information from the user, and a document number related to the product information requesting the material are transmitted to the server device. And a third transmission means.

  It is desirable that the product information is composed of a plurality of records including age or gender and insurance product recruitment document numbers.

  The information processing apparatus further includes a second transmission unit that transmits the second information to the server device. The second transmission unit determines a communication state with the server device, and performs communication. When possible, the second information can be transmitted to the server device.

  Further, the second transmission means can determine the communication state with the server device, and wait for transmission of the second information to the server device when communication is impossible.

  The information processing apparatus further stores, based on the product information managed by the server device, when the document number transmitted from the third transmission unit is different from the document number of the product information managed by the server device. It is desirable to provide an updating means for updating the product information stored in the section.

  An information processing system according to the present invention includes a server device that manages product information, a first receiving unit that receives input of first information including a user's age or date of birth, and gender from a user; First transmission means for transmitting information to the server device; receiving information on merchandise related to the user's age and sex from the server device; and storing the information in the storage unit; and input of second information from the user Second receiving means for receiving the product information, searching for the product information stored in the storage unit based on the second information, extracting the product information related to the second information, and presenting the extracted product information to the user Presenting means, and at least one of the presented product information, a third accepting means for accepting an instruction for requesting material related to the product information from the user, and product information for requesting the material The article concerned, and a data processing measures and a third transmission means for transmitting to the server device.

  The information processing method according to the present invention is an information processing method performed in an information processing apparatus including a control unit, and the information processing apparatus includes a first information including a user's age or date of birth and sex from a user. A step of transmitting information to the server device, a step of receiving product information related to the user's age and sex from the server device, storing the product information in a storage unit, a step of receiving input of second information from the user, The product information stored in the storage unit is searched based on the information of 2, the product information related to the second information is extracted, the extracted product information is presented to the user, and the product information For at least one of them, a step of accepting an instruction to request a material related to the product information from the user, and a document number related to the product information requesting the material, Performing a step of transmitting to the over server device.

  In addition, the program according to the present invention includes a computer that receives from the user input of first information including the user's age or date of birth and gender, and means for transmitting the first information to the server device; Product information related to the user's age and gender is received from the server device, stored in the storage unit, means for receiving input of second information from the user, and stored in the storage unit based on the second information The product information retrieved, the product information related to the second information is extracted, the means for presenting the extracted product information to the user, and at least one of the presented product information from the user, A means for accepting an instruction for requesting materials relating to the product information and a means for transmitting a document number relating to product information for requesting materials to the server device are caused to function.

  Further, the program of the present invention can be installed or loaded on a computer by downloading it through various recording media such as an optical disk such as a CD-ROM, a magnetic disk, and a semiconductor memory, or via a communication network. .

  Further, in this specification and the like, the “unit” does not simply mean a physical configuration, but also includes a case where the functions of the configuration are realized by software. In addition, functions of one configuration may be realized by two or more physical configurations, or functions of two or more configurations may be realized by one physical configuration.

  ADVANTAGE OF THE INVENTION According to this invention, it becomes possible to provide the technique which can show insurance goods suitable for a user immediately.

It is a system configuration figure of an information processing system in a 1st embodiment of the present invention. It is the figure which showed typically the outline | summary of the flow of the process of the information processing system in the 1st Embodiment of this invention. It is a figure which shows the insurance product information table in the 1st Embodiment of this invention. It is a block diagram of the server apparatus in the 1st Embodiment of this invention. It is a block diagram of the portable terminal in the 1st Embodiment of this invention. It is a figure which shows an example of the record stored in the insurance product information table and insurance product information subtable in the 1st Embodiment of this invention. It is a figure which shows the insurance product information subtable in the 1st Embodiment of this invention. It is a chart which shows the processing flow of the portable terminal in the 1st Embodiment of this invention. It is a figure which shows the member information registration screen in the 1st Embodiment of this invention. It is a figure which shows the member information registration screen in the 1st Embodiment of this invention. It is a figure which shows the member information registration screen in the 1st Embodiment of this invention. It is a figure which shows the detailed information input screen in the 1st Embodiment of this invention. It is a figure which shows the insurance product presentation screen in the 1st Embodiment of this invention. It is a flowchart which shows the 2nd information transmission process in the 1st Embodiment of this invention. It is a flowchart which shows the data request process in other embodiment of this invention.

[First embodiment]
Hereinafter, a first embodiment of an information processing system 10 including an information processing apparatus according to the present invention will be described with reference to FIGS. 1 to 14.

  FIG. 1 shows a system configuration diagram of an information processing system 10 according to the present embodiment. As illustrated in FIG. 1, the information processing system 10 includes a server device 101 and a mobile terminal 200. The server apparatus 101 is a server computer connected to a network 300 such as the Internet or a dedicated line. Similarly to the server apparatus 101, the information processing system 10 is configured by setting the mobile terminal 200, which is a terminal apparatus connected to the network 300 in a wired or wireless manner, so that they can communicate with each other. In the present embodiment, the information processing system 10 is described as including the server device 101 and the mobile terminal 200, but is not limited to this. For example, the information processing system 10 may be configured as a cloud computing system. In this case, the user uses the computer processing of the information processing system 10 as a service via the network 300. The information processing system 10 may be configured as a system including an ASP server.

  In the present embodiment, the information processing system 10 is described as an example of handling information related to insurance products as product information, but the product information is not limited to insurance product information. The information processing system 10 is configured to provide information on insurance products suitable for the user in response to a request from the user. The user can acquire information related to insurance products suitable for himself / herself by inputting predetermined information to the mobile terminal 200. In this case, although not shown in FIG. 1, it is desirable that a terminal of an insurance company that handles insurance products is connected to the network 300 and can appropriately access the server device.

  The outline of the overall processing of this system will be described with reference to FIG. FIG. 2 is a diagram schematically showing an outline of the processing flow of the information processing system 10. As shown in FIG. 2, when the user makes an inquiry such as a document request (S1), the server device 101 acts as a window for the insurance company 700 and relays the exchange with the user (S2).

  The user can operate the portable terminal 200 to access the database 600 of the server apparatus 101 and acquire a necessary record from the stored insurance product information (S3).

  The insurance product information is composed of a plurality of records including the age, gender, and insurance product recruitment document number. FIG. 3 is a diagram showing an example of insurance product information. The insurance product information is a set of records for a plurality of insurance products. Each record of each insurance product corresponds to compensation, insurance premiums, etc. corresponding to items related to user information such as age, gender, type of unmarried / married, number of children, home ownership, presence of sickness, occupation etc. Attached and stored. In addition, the name of the insurance product (product name) is stored in the first column of each record, and the solicited document number that is the document number of the insurance product is stored at the end. The solicitation document number is a number uniquely determined for each insurance product.

  The portable terminal 200 downloads only necessary records from the database 600 using the user's age and sex as a trigger, and stores them in the portable terminal 200 (S3). This eliminates the need to access the database 600 each time when searching for insurance products, thereby reducing the time for presenting appropriate insurance products to the user.

  The insurance company terminal (insurance company 700 in FIG. 2) cannot directly access the database 600 of the server apparatus 101. The insurance company 700 can access the mirror database 601 of the server apparatus 101 and refer to the insurance product information (S4).

  When the insurance product is updated, a new recruitment document number is reassigned to all records related to the updated insurance product stored in the database 600. For example, in FIG. 3, records 50001 to 531200 are records of the same insurance product, and the number 13-A-02 is assigned as a solicitation document number. In this case, for example, when the record 501 is updated, a new recruitment document number is reassigned to all of the records 50001 to 531200.

  Accordingly, the insurance product information that the mobile terminal 200 has from the latest insurance product information in the database 600 because the mobile terminal 200 has not accessed the network for a long time after downloading the insurance product information in S3. Even if the contents of the mobile phone 200 are different, the mobile terminal 200 transmits the solicited document number at the time of the document request (S1), so that the insurance product information stored in the mobile terminal 200 is the latest. If it is not the latest, an update can be prompted. The server apparatus 101 may automatically determine whether or not it is the latest based on the solicited document number. In the present embodiment, in the insurance company 700, it is visually checked by a person. The material corresponding to the latest application document number shall be transmitted. In addition, when it is not the latest, a person may manually notify the mobile terminal 200 of the update.

  A specific configuration for realizing such an information processing system 10 will be described below.

  FIG. 4 is an example of a block diagram of the server apparatus 101 in the present embodiment. Although the server apparatus 101 can be constructed with an arbitrary configuration, for example, as illustrated in FIG. 4, it is desirable to include a communication unit 110, a control unit 120, and a storage unit 130.

  The communication unit 110 is configured to connect the server device 101 to the network 300. For example, the communication unit 110 may include a LAN module, a LAN card, an analog modem, an ISDN modem, and the like, and an interface for connecting them to the processing unit via a transmission line such as a system bus.

  The storage unit 130 refers to the database 600 in FIG. Insurance product information as shown in FIG. 3 is stored in the storage unit 130 as an insurance information table 401.

  For example, in the insurance product information table 401, items relating to user information include age (16 to 80 years), gender (male / female), unmarried / married type (unmarried / married), number of children (0/1 7 items (person, 2 people, 3 people, 4 people or more), presence / absence of home (presence / absence), presence / absence of sickness (exist / exist), occupation (student / company employee / self-employed / part / unemployed / other) In this case, each insurance product has 31200 records (65 × 2 × 2 × 5 × 2 × 2 × 6). Each of these records is associated with the name of the insurance product (product name), the compensation content, the insurance premium, and the solicitation document number. For example, in the record 51200 of FIG. 3, for an insurance product whose product name is “XX” and the recruitment document number is 13-A-02, age 30 years, gender female, unmarried, number of children 0, home owned In the case of employees with chronic illnesses and occupational company employees, the details of the insurance are specified with a monthly premium of 7360 yen and a compensation amount of 10,000 yen per day.

  Although not shown in FIG. 4, the control unit 120 includes a CPU and a memory. For example, when the first information is transmitted from the first transmission unit 2112 (described later), the control unit 120 extracts a record corresponding to the first information from the insurance product information table 401, and performs the portable terminal 200. Can be sent to.

  Next, the configuration of the mobile terminal 200 according to the present embodiment will be described with reference to FIG. FIG. 5 is a block diagram of the mobile terminal 200. The mobile terminal 200 is an information processing apparatus having a function of communicating with the server apparatus 101 via the network 300. Specifically, a mobile phone, a smart phone, a notebook PC, a PDA, and the like can be given. In the present embodiment, the information processing apparatus used for the user to access the server apparatus 101 is the portable terminal 200, but the present invention is not limited to this, for example, a desktop PC that does not have portability. It may be a terminal device.

  As shown in FIG. 5, the mobile terminal 200 includes a communication unit 210, an input unit 220, a storage unit 230, and a main control unit 2100 including a CPU and a memory.

  The communication unit 210 is for connecting the mobile terminal 200 to the network 300. Similar to the communication unit 110, the communication unit 210 includes a LAN module, a LAN card, an analog modem, an ISDN modem, and the like, and an interface for connecting them to the processing unit via a transmission line such as a system bus. It is good.

  The input unit 220 receives an operation from the user, and in the present embodiment, refers to a touch panel. Hereinafter, the input unit 220 is referred to as a touch panel. A touch panel is an electronic component that combines a display device such as a liquid crystal panel and a position input device such as a touch pad, and operates a device by pressing a display on a screen. For the input method of the touch panel, an existing technique such as a resistive film method or a capacitance method can be used.

  The main control unit 2100 includes an arithmetic processing unit 2110 such as a CPU and MPU, and a ROM 2120. The arithmetic processing unit 2110 operates various functional units by executing programs recorded in the ROM 2120 based on various inputs. This program may be stored in an external memory such as microSD, or distributed via the network 300 and installed in the mobile terminal 200. The ROM 2120 stores OS (Operating System) and other data necessary for processing by the mobile terminal 200 system.

  Furthermore, the arithmetic processing unit 2110 includes, as function units, a first reception unit 2111, a first transmission unit 2112, a reception processing unit 2113, a second reception unit 2114, a second transmission unit 2115, a presentation unit 2116, and a third reception unit. 2117, a third transmission unit 2118, and an update unit 2119 are provided. Although not shown in the figure, the arithmetic processing unit 2110 has an interface circuit with the touch panel and the communication unit 210, and each functional unit controls the touch panel and the communication unit 210 through this circuit as necessary. Is going.

  The 1st reception part 2111 is comprised so that the input of the 1st information containing a user's age or a date of birth and sex may be received from a user. The 1st reception part 2111 can detect a user's tap operation as an input to a touch panel via an interface circuit with a touch panel. The first information includes information necessary for identifying insurance products such as age, date of birth and gender as well as whether or not insurance has been enrolled, current monthly premiums, married / unmarried types, etc. However, in the present embodiment, the first information is only age and gender, and the other minimum necessary information is second information described later.

  The first transmission unit 2112 is configured to transmit the first information to the server apparatus 101. Specifically, the received first information is transmitted via the communication unit 210. The control unit 120 of the server apparatus 101 stores the transmitted first information on the storage unit 130. Thus, once the user inputs the first information, the user can receive the service provided by the information processing system 10 without inputting the next and subsequent times.

  The reception processing unit 2113 receives the insurance product information related to the user's age and sex from the server device 101 and stores them in the storage unit 130. Specifically, the server apparatus 101 receives a record extracted from the insurance product information table 401 according to the first information, and creates and stores an insurance product information sub-table 402 in the storage unit 130 described later. This insurance product information sub-table 402 stores only records relating to the first information among records stored in the insurance product information table 401, that is, records corresponding to the age and sex of the user.

  The 2nd reception part 2114 is comprised so that the input of 2nd information from a user may be received. The second information refers to user information that is more detailed than the first information. For example, the presence / absence of insurance, current monthly premium, married / unmarried type, presence / absence of child, age of child, home situation, presence / absence of illness, occupation, monthly income, etc. may be used as the second information.

  The second transmission unit 2115 determines the communication state with the server apparatus 101, transmits the second information to the server apparatus 101 when communication is possible, and transmits the second information when the communication is impossible. It is configured to wait for transmission to the server apparatus 101. The transmitted second information is stored in the storage unit 130 by the control unit 120 of the server apparatus 101. Moreover, the control part 120 transmits 2nd information and 1st information to the insurance company 700 suitably. As a result, when the user makes an inquiry to the insurance company 700 via the server apparatus 101, the insurance company 700 can obtain information related to the user in advance and can receive a smooth response.

  The presentation unit 2116 searches the insurance product information stored in the storage unit 230 based on the second information, extracts insurance product information related to the second information, and presents the extracted product information to the user. Configured as follows. For example, the presentation unit 2116 may display only the cheapest monthly insurance premium on the touch panel among the insurance product information related to the second information. When the presentation unit 2116 searches for the appropriate insurance product from the second information, the insurance product information sub-table 402 is searched without accessing the server apparatus 101, so that the insurance product is presented to the user. It is possible to shorten the time until.

  The 3rd reception part 2117 is comprised so that the instruction | indication for requesting the material regarding the said merchandise information may be received from a user about at least one of the presented insurance merchandise information. For example, a tap on a button indicating execution of a material request or a pull-down selection can be accepted as an instruction for requesting a material.

  The third transmission unit 2118 is configured to transmit to the server apparatus 101 a solicitation document number relating to insurance product information for which materials are requested. When the server apparatus 101 receives the solicitation document number, it transmits it to the insurance company 700. As a result, the insurance company 700 can determine whether or not the solicited document number is the latest.

  When the mobile terminal 200 can communicate with the server device 101, the update unit 2119 refers to the insurance product information table 401 of the server device 101 as appropriate, and automatically updates the insurance product information sub-table 402. For example, when the insurance product information table 401 includes a solicitation document number that is not in the insurance product information sub-table 402, a record related to the first information is acquired for the solicitation document number. On the other hand, when the insurance product information sub-table 402 includes a solicitation document number that is not in the insurance product information table 401, the record having the solicitation document number is deleted from the insurance product information sub-table 402.

  More specifically, for example, as shown in FIG. 6, it is assumed that the insurance product information sub-table 402 stores only four records corresponding to the first information of age 30 and male sex. Each record at this time has document numbers 13-YY-12, 13-XX-95, 13-ZZ-40, and 13-AA-50, respectively. On the other hand, it is assumed that the insurance product information table 401 stores records relating to recruitment document numbers 13-YY-12, 13-XX-96, 13-ZZ-40, and 13-AA-50. In this case, the update unit 2119 obtains a record 71206 that is a record relating to a 30-year-old man among the records having the recruitment document number 13-XX-96 that are not stored in the insurance product information sub-table 402. Further, the record 502 that is a record having the solicitation document number 13-XX-95 that is not stored in the insurance product information table 401 is deleted.

  In addition, when the mobile terminal 200 has not been able to access the network for a long period of time, the update unit 2119 displays the insurance document information solicitation document in which the solicitation document number transmitted from the third transmitting unit is managed by the server device 101. When different from the number, the insurance product information stored in the storage unit 230 is updated based on the insurance product information managed by the server device 101. When the insurance company 700 determines that the recruitment document number transmitted from the mobile terminal 200 is not the latest in the processing of the third transmission unit 2118 described above, the update unit 2119 is based on an instruction from the insurance company 700. The insurance product information sub-table 402 is updated. Specifically, the control unit 120 of the server apparatus 101 extracts a record from the insurance product information table 401 again based on the first information received in advance, and provides the record to the mobile terminal 200. This record is passed to the update unit 2119 via the reception processing unit 2113, and update processing is performed.

  In the storage unit 230, the insurance product information received by the reception processing unit 2113 is stored. FIG. 7 is an example of the insurance product information sub-table 402 stored in the storage unit 230. In this example, the user inputs age 30 and a male sex as the first information. In this case, as illustrated in FIG. 7, the storage unit 130 includes only records associated with the input first information, that is, records in which the age item is 30 years old and the gender item is male. Stored.

  A processing flow in the information processing system 10 configured as described above will be described with reference to a flowchart of FIG. Each processing step included in the processing flow described below can be executed in any order or in parallel as long as there is no contradiction in the processing contents. These steps may be added. Further, a step described as one step for convenience can be executed by being divided into a plurality of steps, while a step described as being divided into a plurality of steps for convenience can be grasped as one step.

  First, the user operates the mobile terminal 200 to connect the mobile terminal 200 to the server apparatus 101 via the network 300. At this time, it is desirable that the server apparatus 101 performs authentication by inputting a personal identification number at the first access from the mobile terminal 200. When the authentication is successful, the member registration screen shown in FIGS. 9 to 11 is displayed on the touch panel of the mobile terminal 200. The member registration screens shown in FIGS. 9 to 11 may be a single screen displayed by scrolling.

  First, on the screen of FIG. 9, the user operates the touch panel to input the name, date of birth, and age. The age may be automatically calculated and input from the date of birth. In addition, in the screens of FIGS. 10 and 11, the gender and the current insurance coverage are selected, and if the insurance is currently enrolled, the monthly insurance premium and the annual insurance premium are input. Also, select married / single. Among these input information, the age and gender are received as first information by the first receiving unit 2111 (S101). Other information is received by the second receiving unit 2114 as second information.

  When the “registration button” is tapped after input, the first transmission unit 2112 transmits the first information to the server apparatus 101 via the communication unit 210 (S102).

  When the server apparatus 101 receives the first information, the server apparatus 101 refers to the first information, extracts a record corresponding to the first information from the insurance product information table 401, and transmits it to the mobile terminal 200. The transmitted record is received by the reception processing unit 2113 and stored in the insurance product information sub-table 402 of the storage unit 130 (S103). Thereby, in the storage unit 230, only the records related to the first information input by the user among the insurance product information managed by the server apparatus 101 are stored. In the case of the example of FIG. 3 described above, 3200 records are stored for each insurance product in the server apparatus 101. However, this process suppresses the mobile terminal 200 to store 240 records per insurance product. It is done.

  When member registration is performed on the member registration screen, it is requested to input detailed user information on the detailed information input screen as shown in FIG. In FIG. 12, as detailed user information, it is requested to input a special expense such as a funeral allowance and a child entrance fee. In addition, whether or not there is a home, the presence or absence of children, the number of children, the age of children, the status of sickness, personal occupation, spouse occupation, monthly salary, spouse monthly income, savings, special income, current monthly living expenses, etc. May be requested. When these pieces of information are input, they are received as second information by the second receiving unit 2114 (S104).

  Next, based on the input second information, the presentation unit 2116 refers to the storage unit 230 of the mobile terminal 200 and searches for records relating to appropriate insurance products from the records received in S103 (S105). ). At this time, the presentation unit 2116 does not make an inquiry to the server apparatus 101 and performs a search in the mobile terminal 200, and the insurance product information stored in the mobile terminal 200 is stored in the server apparatus 101. Compared to, the number of records is much smaller, so that the search results can be presented more quickly. The presenting unit 2116 can present three items in order starting from the one with the lowest monthly premium among the insurance product information corresponding to the condition based on the second information. FIG. 13 is an insurance product presentation screen. The presentation unit 2116 presents the search result by displaying the screen illustrated in FIG. 13 on the touch panel.

  In the insurance product presentation screen shown in FIG. 13, when the user checks a check box of an insurance product for which detailed information is desired and taps a “request for material” button, the third transmission unit 2118 makes a request to the server apparatus 101. A material request is transmitted for the checked insurance product (S106).

  FIG. 14 is a chart showing a flow of second information transmission processing by the second transmission unit 2115. The second information received by the second reception unit 2114 is transmitted by the second transmission unit 2115 according to the connection status with the server apparatus 101 together with the information received on the member registration screen.

  The 2nd transmission part 2115 determines the communication state of the portable terminal 200 and the server apparatus 101 (S301), and when it can communicate (S301: YES), it transmits 2nd information (S302) and cannot communicate. If this is the case (S301: NO), transmission is waited (S312). The timing of transmission by the second transmission unit 2115 can be arbitrarily changed by design. For example, it may be immediately after receiving the input of the second information, or may be transmitted simultaneously with the transmission timing of the third transmission unit 2118.

  As described above, the portable terminal 200 acquires the record corresponding to the first information from the server device 101 at the timing when the first information is received, and searches for the insurance product from the acquired record. The connection from the terminal 200 to the server apparatus 101 can be suppressed only when the record is acquired for the first time, and it is possible to provide a technology that can immediately present insurance products suitable for the user.

[Other Embodiments]
Although the embodiments of the present invention have been described above, the present invention is not limited to the above-described embodiments, and various modifications and changes can be made based on the technical idea of the present invention.

  For example, in the above-described embodiment, the mobile terminal 200 is configured to directly access the server apparatus 101 via the network 300. However, for example, when the communication system includes a Web server, the Web server may be configured to relay the exchange with the mobile terminal 200. As a result, security risks can be reduced.

  In the above-described embodiment, an example of a configuration in which a document request is transmitted from the mobile terminal 200 to the server device 101 has been described. However, the present invention is not limited thereto. The “phone” button may be displayed together with the “ When this “telephone” button is tapped, the telephone function of the mobile terminal 200 is activated, and the insurance company that the user wants to make an inquiry may be called. In this case, by transmitting the first information and the second information from the mobile terminal 200 to the server device 101, the insurance company that receives the call can grasp the user information in advance, Smooth response is possible.

  In the above-described embodiment, the arithmetic processing unit 2110 of the mobile terminal 200 includes, as function units, a first reception unit 2111, a first transmission unit 2112, a reception processing unit 2113, a second reception unit 2114, and a second transmission. An example of a configuration in which the unit 2115, the presentation unit 2116, the third reception unit 2117, the third transmission unit 2118, and the update unit 2119 are provided in advance has been described. However, the present invention is not limited to this. For example, a predetermined application may be installed in the mobile terminal 200 so as to function in this manner. In this case, the user can use the mobile terminal 200 to access, for example, the server device 101 and download a predetermined application. When the server apparatus 101 distributes an application, the server apparatus 101 acquires the telephone number of the portable terminal 200 and transmits a short message with an authentication code to the telephone number using SMS (Short Message Service). Thus, when the application is started for the first time, the user can be authenticated by inputting the authentication code to the portable terminal 200.

  In FIG. 2, the configuration has been described in which the insurance company 700 refers to the insurance product information by accessing the mirror database 601 without directly accessing the database 600. However, the present invention is not limited to this, and the insurance company 700 can directly access the database 600 of the server apparatus 101. In this case, for example, the insurance company 700 can access the database 600 and update the insurance product information of the insurance product stored in the database when the content of the insurance product handled by the insurance company 700 is changed. It may be a thing.

  Further, in the above-described embodiment, a configuration has been described in which when a document request is received from the mobile terminal 200, a person determines whether or not the recruitment document number transmitted from the mobile terminal 200 by visual inspection is the latest. . However, the present invention is not limited to this. For example, when the control unit 120 of the server apparatus 101 receives a solicited document number transmitted from a third transmitting unit 2118 described later, the received solicited document number and the server apparatus 101 Referring to the solicitation document number of the insurance product information to be managed, if the received solicitation document number is not the latest, that is, if the insurance product information has been updated, an instruction to perform update processing is sent to the update unit 2119 It can be configured to. Such processing is normally managed by providing a separate flag or the like in the record. According to the present invention, information for managing the update status of a record such as a flag by managing the solicited document number also used in the database 600 of the server apparatus 101, which is normally used when the insurance company 700 manages insurance products. It is possible to manage the update state of each record without providing a separate item.

  FIG. 15 is a chart showing a processing flow when the server apparatus 101 receives a document request in this case. In FIG. 15, the solicited document number transmitted together with the material request from the third transmission unit 2118 is received by the control unit 120 via the communication unit 110 of the server apparatus 101.

  The control unit 120 determines whether or not the received solicitation document number matches the solicitation document number stored in the insurance product information table 401 managed by the storage unit 130 of the server apparatus 101 (S201). If the control unit 120 determines that they match (S201: YES), the server device 101 transmits a material request to the insurance company that handles the insurance product for which the material request has been made (S202).

  On the other hand, when it determines with it not matching (S201: NO), the control part 120 acquires the record managed with the server apparatus 101 with respect to the update part 2119 of the portable terminal 200, and the memory | storage part of the portable terminal 200 An instruction is sent to update the insurance product information sub-table 402 stored in 130 (S212).

  Upon receiving the instruction, the updating unit 2119 refers to the insurance product information table 401 stored in the storage unit 130 of the server apparatus 101 and updates the insurance product information sub-table 402.

  Further, the information processing system 10 described above can be implemented in other embodiments as described below. In other embodiments, the information processing system 10 can include a mobile terminal, a server device, an insurance company terminal, a database, and a mirror database.

  The portable terminal includes a communication unit for connecting the portable terminal to a network, a touch panel that receives an operation from a user, various functional units by executing a program, a first receiving unit, and a first transmitting unit. A control unit that operates as a receiving unit, a second receiving unit, a presenting unit, a second transmitting unit, a third receiving unit, a third transmitting unit, an updating unit, and a display unit; Have.

  The first accepting unit functions to accept input of first information including age or date of birth and gender by a tap operation on the touch panel of the user.

  The first transmission unit functions to transmit the first information to the server device.

  The receiving means operates to receive insurance product information related to the user's age and gender from the server device and store it in the storage unit. The insurance product information includes items related to user information including age, gender, unmarried / married type, number of children, home ownership, presence of sickness, occupation, user product information, insurance product name, compensation details And a plurality of records including an insurance premium and a solicitation document number.

  The second accepting unit functions to accept input of the second information from the user. The second information includes items such as whether or not insurance has been taken, current monthly premium, married / unmarried type, presence / absence of child, age of child, home situation, presence / absence of illness, occupation, and monthly income.

  The presenting means retrieves the insurance product information stored in the storage unit based on the second information, extracts the insurance product information related to the second information, and presents the extracted insurance product information to the user To function.

  The second transmission means determines the communication state with the server device, and transmits the second information to the server when communication is possible. When the communication is impossible, the second transmission means transmits the second information to the server. Functions to wait for transmission to.

  The third accepting unit functions to accept an instruction for requesting a material related to the insurance product information from the user for at least one of the presented insurance product information.

  The transmission means functions to transmit a document number relating to insurance product information for which material is requested to the server device.

  When the document number transmitted from the third transmission unit is different from the document number of the insurance product information managed by the server device, the updating unit stores the document number in the storage unit based on the insurance product information managed by the server device. It functions to update the stored insurance product information.

  The display control means transmits on the touch panel a member registration screen for allowing the user to input the first information, a registration button for registering the first information, and third information to the server device. It functions to display the document request button.

  Next, the server device executes a program, a communication unit for connecting the server device to the network, various function units, a distribution unit, a telephone number acquisition unit, a personal identification number transmission unit, and a first information reception unit. Means, insurance product information transmission means, and a control unit that operates as database update means.

  The distribution unit functions to distribute a program for operating various functional units of the control unit of the portable terminal to the portable terminal.

  The telephone number acquisition unit functions to acquire the telephone number of the mobile terminal when the mobile terminal downloads a program for operating various functional units of the control unit of the mobile terminal.

  The personal identification number transmitting means functions to transmit the personal identification number to the telephone number.

  The first information receiving unit functions to receive the first information.

  The insurance product information transmitting means functions to extract insurance product information corresponding to the received first information from the database and transmit it to the portable terminal.

  The database updating unit functions to receive a request from the insurance company terminal and update or add the master data of the database.

  The insurance company terminal is a terminal used by the insurance company staff. The insurance company terminal, when the solicited document number included in the third information received via the server device is not the latest, a material transmission receiving unit that accepts the transmission of the material related to the insurance product corresponding to the latest solicited document number; A browsing unit that accesses the mirror database and browses insurance product information stored in the mirror database, and a master data changing unit that requests the server device to update or add master data.

  Furthermore, the database stores master data of insurance product information and can permit access from the mobile terminal and the server device. The mirror database stores a backup of insurance product information stored in the master data in synchronization with the database, and permits access from the insurance company terminal and the server device.

DESCRIPTION OF SYMBOLS 10 Information processing system 101 Server apparatus 110 Communication part 120 Control part 130 Storage part 200 Portable terminal 2100 Main control part 2110 Arithmetic processing part 2111 1st reception part 2112 1st transmission part 2113 Reception process part 2114 2nd reception part 2115 2nd transmission Unit 2116 presentation unit 2117 third reception unit 2118 third transmission unit 2119 update unit 2120 ROM
210 communication unit 220 input unit 230 storage unit 300 network 401 insurance product information table 402 insurance product information sub-table 50001 to 531200 record 600 database 601 database (mirror)
700 Insurance companies

Claims (7)

First receiving means for receiving input of first information including the age or date of birth and sex of the user from the user;
First transmission means for transmitting the first information to a server device;
From the server device, receiving product information related to the age and gender of the user, receiving processing means for storing in the storage unit;
Second accepting means for accepting input of second information from the user;
Search means for searching for product information stored in the storage unit based on the second information, extracting product information related to the second information, and presenting the extracted product information to the user;
A second transmission means for determining a communication state with the server device and transmitting the second information to the server device when communication is possible;
A third accepting means for accepting an instruction for requesting a document related to the product information from the user for at least one of the presented product information;
An information processing apparatus comprising: a third transmission unit configured to transmit a document number related to product information for requesting material to the server apparatus. The product information is
2. The information processing apparatus according to claim 1, wherein the information processing apparatus comprises a plurality of records including age, gender, and insurance product recruitment document numbers. The second transmission means includes
Wherein determining the communication state with the server device, when it is unable to communicate, the information processing apparatus according to claim 1 or 2, wherein the waiting for transmission to the server device of the second information. The information processing apparatus further includes:
When the document number transmitted from the third transmission unit is different from the document number of the product information managed by the server device, the document number is stored in the storage unit based on the product information managed by the server device. the information processing apparatus according to claims 1, wherein the 3 any one in that it comprises updating means for updating the product information. A server device for managing product information;
A first receiving means for receiving an input of first information including a user's age or date of birth and gender, a first transmitting means for transmitting the first information to the server device; Receiving a product information related to the user's age and sex from the server device, and storing the received product information in a storage unit; a second receiving unit receiving input of second information from the user; and the second Search means for searching for product information stored in the storage unit based on the information, extracting product information related to the second information, and presenting the extracted product information to the user; and the server device A second transmission unit that transmits the second information to the server device when communication is possible, and at least one of the presented product information, the user From this An information processing apparatus comprising: a third receiving unit that receives an instruction for requesting material related to product information; and a third transmitting unit that transmits a document number related to product information requesting the material to the server device. Information processing system provided. An information processing method performed in an information processing apparatus including a control unit,
The information processing apparatus is
Receiving from the user input of first information including the user's age or date of birth and gender;
Transmitting the first information to a server device;
Receiving product information related to the user's age and gender from the server device and storing it in a storage unit;
Receiving input of second information from the user;
Searching product information stored in the storage unit based on the second information, extracting product information related to the second information, and presenting the extracted product information to the user;
Determining a communication state with the server device, and transmitting the second information to the server device when communication is possible;
Receiving at least one of the presented product information from the user for an instruction to request a document related to the product information;
Transmitting a document number relating to product information for requesting material to the server device;
Information processing method to execute. Computer
Means for accepting input of first information including a user's age or date of birth and gender from the user;
Means for transmitting the first information to a server device;
Means for receiving product information related to the age and sex of the user from the server device, and storing the product information in a storage unit;
Means for receiving input of second information from the user;
Means for searching for product information stored in the storage unit based on the second information, extracting product information related to the second information, and presenting the extracted product information to the user;
Means for determining a communication state with the server device and transmitting the second information to the server device when communication is possible;
Means for accepting an instruction for requesting materials related to the product information from the user for at least one of the presented product information;
Means for transmitting a document number related to product information for requesting material to the server device;
Program to make it work.