Search

JP-2026075840-A - Introduction device, introduction method, and program

JP2026075840AJP 2026075840 AJP2026075840 AJP 2026075840AJP-2026075840-A

Abstract

[Problem] To provide a referral device, referral method, and program that can support transaction activities between companies belonging to a group of companies. [Solution] Based on a registration request from a referring user, the system registers the business partner information in a database. If the department to which the referring user belongs and the department of the business partner meet predetermined departmental conditions, it records assignment history information that associates the information identifying the business partner with the referring user's user information. The system then obtains the referral request from the user requesting the referral, identifies the recipient of the referrer of the business partner identified by the referral request based on the referring user's user information included in the assignment history information, and sends a message to the identified recipient indicating that a referral request has been received from the requesting user. [Selection Diagram] Figure 7

Inventors

  • 赤尾 友理
  • 水谷　弘

Assignees

  • 楽天グループ株式会社

Dates

Publication Date
20260511
Application Date
20241023

Claims (8)

  1. A transaction information registration unit registers the customer information included in the registration request into a database based on a registration request from a referring user who acts as a referrer. A department determination unit that determines whether the department to which the referring user belongs and the department of the business partner identified by the business partner information meet predetermined departmental conditions, If the department determination unit determines that the department conditions are met, the assigned history recording unit records the assigned history information that associates the information identifying the business partner with the user information of the referring user. A referral request acquisition unit that acquires referral requests from referral request users who request referrals, A recipient identification unit identifies the recipient of the referrer of the business partner identified by the referral request obtained by the referral request unit, based on the user information of the referrer user included in the assigned history information. A message sending unit sends a message to the recipient identified by the recipient identification unit indicating that a referral request has been received from the referral requesting user. An introduction device equipped with the following features.
  2. The recipient identification unit, when multiple records of the handling history information corresponding to the business partner identified by the referral request obtained by the referral request acquisition unit are recorded, identifies the recipient based on a predetermined priority order. The introduction device according to claim 1.
  3. The transaction information registration unit updates the customer information registered in the database based on an update request from the referring user, and provides the customer information registered in the database based on a viewing request from the referring user. The aforementioned assignment history recording unit, when determined by the department determination unit to satisfy the departmental conditions, records the assignment history information by associating the information identifying the business partner, the user information of the referring user, and the type of request made by the referring user. The recipient identification unit, when multiple records of the handling history information corresponding to the business partner identified by the handling request acquired by the handling request acquisition unit are recorded, identifies the recipient based on the priority order based on the type of request recorded in the handling history information. The introduction device according to claim 1 or 2.
  4. If the handling history information corresponding to the business partner identified by the handling request obtained by the handling request acquisition unit includes multiple handling history information records, including handling history information indicating an update and handling history information indicating a view, the recipient identification unit identifies the recipient based on the user information included in the handling history information corresponding to the update if the most recent request is an update, and identifies the recipient based on the user information included in the handling history information corresponding to the view and the user information included in the handling history information corresponding to the update if the most recent request is a view. The introduction device according to claim 3.
  5. The system further includes a referral eligibility result acquisition unit that acquires a referral eligibility result indicating whether or not the referrer user will introduce the business partner to the referral requesting user after the message has been sent by the message sending unit, If the referral eligibility result obtained by the referral eligibility result acquisition unit indicates that the business partner can be introduced, the message sending unit sends a referral screen for the referrer user to introduce the business partner to the referral requesting user. The introduction device according to claim 1 or 2.
  6. The system further includes a referral eligibility result acquisition unit that acquires a referral eligibility result indicating whether or not the referrer user will introduce the business partner to the referral requesting user after the message has been sent by the message sending unit, If the referral eligibility result obtained by the referral eligibility result acquisition unit indicates that the business partner is not eligible for referral, the referral request to the business partner is restricted. The introduction device according to claim 1 or 2.
  7. A method of introduction using an introduction device, A transaction information registration step in which, based on a registration request from a referring user who acts as a referrer, the customer information included in the registration request is registered in the database, A department determination step that determines whether the department to which the referring user belongs and the department of the business partner identified by the business partner information meet predetermined departmental conditions, If the department determination step determines that the department conditions are met, the assignment history recording step records assignment history information that associates the information identifying the business partner with the user information of the referring user. The referral request acquisition step involves obtaining referral requests from users requesting referrals, and A delivery address identification step which identifies the recipient of the referrer of the business partner identified by the referrer obtained in the referrer request obtained in the referrer request acquisition step, based on the user information of the referrer user included in the person history information, A message sending step involves sending a message to the recipient identified in the recipient identification step indicating that a referral request has been received from the referral requesting user. A method of introduction that includes the following features.
  8. Computers, A transaction information registration unit registers the customer information included in the registration request into a database based on a registration request from a referring user who acts as the referrer. A department determination unit determines whether the department to which the referring user belongs and the department of the business partner identified by the business partner information meet predetermined departmental conditions. If the department determination unit determines that the department conditions are met, the assigned history recording unit records the assigned history information that associates the information identifying the business partner with the user information of the referring user. Referral request acquisition unit that acquires referral requests from referral request users who request referrals. A recipient identification unit identifies the recipient of the referrer of the business partner identified by the referral request obtained by the referral request unit, based on the user information of the referrer included in the assigned history information. A message sending unit sends a message to the recipient identified by the recipient identification unit, indicating that a referral request has been received from the referral requesting user. A program that makes it function as such.

Description

This invention relates to a referral device, a referral method, and a program. In recent years, various measures have been taken to support order placement, receiving, and transaction activities between companies. For example, Patent Document 1 discloses a product order support system that assists the order placement and receiving activities of both construction companies and agencies. Japanese Patent Publication No. 2002-175451 This diagram shows the relationship between the introduction device and the information terminal.This is a block diagram showing an example of a device being introduced.This is an explanatory diagram showing an example of a transaction database.This is an explanatory diagram showing an example of a list of judgment information.This is an explanatory diagram showing an example of assignment history information.This flowchart shows an example of the registration request and registration process.This flowchart shows an example of referral request processing, transaction database information provision processing, referral processing, and referral eligibility processing.This is an explanatory diagram showing an example of display on an information terminal.This is an explanatory diagram showing an example of display on an information terminal.This is an explanatory diagram showing an example of display on an information terminal.This is an explanatory diagram showing an example of display on an information terminal.This is an explanatory diagram showing an example of display on an information terminal.This is an explanatory diagram showing an example of referral history information. (Overall structure) A presentation device, presentation method, and program relating to embodiments of the present invention will be described in detail with reference to the drawings. In the drawings, the same or corresponding parts are denoted by the same reference numerals. As shown in Figure 1, the presentation device 100 according to an embodiment of the present invention is connected to an information terminal 200 via a computer communication network 300 such as the Internet. The referral device 100 is a computer such as a server, and in response to a referral request from a user who is a user of an information terminal 200 of a certain company, it has the function of referring a business partner of another company belonging to the same group company to the user, subject to approval by the person in charge of that other company. Note that the business partner of the other company may be a company that does not belong to the group, and may include, for example, another group company, another independent company, and a sole proprietor. The information terminal 200 is an information terminal (so-called computer) such as a smartphone, tablet, or PC (Personal Computer) installed in multiple companies belonging to the group company. The information terminal 200 has functions for requesting registration of the company's business partners, referring to business partners, and requesting introductions to business partners. In this embodiment, for ease of understanding, the information terminal 200 receiving introductions and the information terminal 200 making introductions are described separately. (Functional configuration of the device being introduced) Next, with reference to Figure 2, the configuration of the introduction device 100 will be described. As shown in Figure 2, the introduction device 100 comprises a storage unit 110, a control unit 120, an input/output unit 130, a communication unit 140, and a system bus (not shown) that connects these units to each other. The memory unit 110 includes ROM (Read Only Memory) and RAM (Random Access Memory), etc. The ROM stores the program 111 executed by the control unit 120, various data (not shown) necessary for executing the program 111, the transaction database 112, the judgment condition list 113, the assigned history information 114, and the referral history information 115. Program 111 is a program that executes the registration process, transaction database information provision process, and referral process, which will be described later, and is pre-stored in the storage unit 110. The transaction database 112 is a database containing information on various companies belonging to the group company. Specifically, as shown in Figure 3, the transaction database 112 includes item number information indicating the data item number, customer information indicating the name of the trading partner company, address information indicating the address of the trading partner company, trading department information indicating the department of the trading partner company, responsible company information indicating the name of the company within the group company, and our department information indicating the responsible department of the company within the group company. Although not shown in the figure, it also includes other information such as invoice registration n