JP2008204074A - Purchase/sales order management device and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To record contents of a conversation between a person in charge receiving a telephone order from a customer and the customer, in association with an order content of a purchase/sales order inputted into a terminal device by the person in charge. <P>SOLUTION: This purchase/sales order management device 40 is equipped with an order ID application part 54 for receiving order data of the purchase/sales order inputted into an order input screen of a terminal 10 of the person in charge from the terminal 10, and generating an order ID for discriminating the order data; and a conversation ID application part 44 for generating a conversation ID for discriminating a telephone conversation between the person in charge and the customer, and storing the conversation ID in association with conversation voice data showing the content of the telephone conversation into a conversation voice data storage part 46. The order ID application part 54 stores the order data in association with the order ID and the conversation ID into an order data storage part 56. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to a trading order management apparatus and program for managing trading orders of securities.

  A data check device for checking order data of securities trading orders is known (Patent Document 1). On the other hand, there are known cases where an order is entered with an error in the order contents of a stock trading order (Non-Patent Documents 1 and 2). An IP telephone network constructed using an IP telephone and a LAN is connected to a public telephone network using IP-PBX (Non-patent Document 3).

JP 2002-197283 A “Tachibana Securities wrong order, stock repurchase in the market, potential loss of over 1 billion yen”, Nikkei morning edition, June 21, 2006, p4 "Mizuho Securities, Mass Ordering Mistakes, Newly Listed Stock Trading-Loss of 27 billion yen as of 8th," Nikkei morning edition, December 9, 2005, p1 Isao Taniguchi, “Introduction to Diagrams: Basics and Mechanisms of Newest Communication”, Hidekazu System Co., Ltd., 1st edition, 1st printing, February 1, 2005, p. 219-234

  When the broker in charge of a securities company receives a telephone order for securities from a customer and enters the order details of the securities trading order on the order entry screen of the terminal device, the customer's intention transmitted by telephone from the customer It is important to accurately input the order brand, trade classification, order quantity, order price, etc., and it is desirable to record the call contents related to the telephone order and the order contents in association with each other. In addition, it is desirable that an administrator can confirm the content of a call related to a telephone order made between a customer and a sales representative.

  The present invention has been made in view of the circumstances as described above, and a first object is to provide the contents of a call between a salesperson who receives a trading order of securities from a customer by telephone and the customer, and the trading order. It is an object to provide a trading order management apparatus and a program that can record the contents of orders in association with each other. The second purpose is a trading order management device in which an administrator can confirm the contents of a call between a sales representative who receives a trading order of securities from a customer by telephone and the customer and the order contents of the trading order. To provide a program.

  A trading order management apparatus according to a first aspect of the present invention is connected to a telephone and terminal device of a trading person who receives trading orders for securities from a customer, and manages trading orders for the securities from the customers. The purchase order management device of the present invention, the input screen data which is the screen data of the order input screen for inputting the order data indicating the content of the buy and sell order of the securities is sent to the terminal device of the sales representative in charge of the order An order input screen data transmission unit for displaying an input screen, and the purchase order for the securities received from the customer by a telephone call between the trader and the customer made through the telephone of the trader The order data indicating the order contents of the securities entered on the order input screen of the sales representative's terminal device by the sales representative is received from the terminal device of the sales representative and received. An order identification information adding unit for generating order identification information for identifying the order data, holding the order identification information in the order identification information holding unit, and storing the order identification information and the order data in association with each other in the order data storage unit; Generating call identification information for identifying a telephone call between the salesperson and the customer based on information indicating a call start between the salesperson and the customer from the telephone of the salesperson. The call identification information is held in the call identification information holding means, and the call voice data indicating the content of the telephone call between the trader and the customer is received from the buyer's telephone, and the call voice data and the A call identification information adding unit for associating call identification information with the call voice data storage unit; and the order identification information and the call identification information holding unit held in the order identification information holding unit. And having an identification information storage unit which stores in association with lifting said call identification information has been.

  Preferably, the order identification information giving unit receives the trading order of the securities from the customer through a telephone call between the trading person and the customer made through the telephone of the trading person. The person in charge of purchase and sales in order to identify the person in charge of purchase from the terminal in charge of the person in charge of ordering the order data of the securities entered on the order entry screen of the terminal in the person in charge of the person in charge Order identification information for identifying the received order data is generated together with the identification information, the order identification information and the salesperson identification information are associated with each other and held in the order identification information holding means, and the order identification The information and the order data are associated with each other and stored in the order data storage unit, and the call identification information adding unit includes information indicating the start of a telephone call between the sales representative and the customer Information indicating the start of the call from the telephone of the person in charge of sending and receiving the person in charge of identifying the person in charge of the person in charge of buying and selling Call identification information for identifying a telephone call is generated, and the call identification information and the salesperson identification information are associated with each other and held in the call identification information holding means, and the telephone call between the salesperson and the customer Receiving the call voice data indicating the contents of the telephone call and the salesperson identification information from the telephone of the salesperson who transmits the call voice data indicating the contents of the salesperson and the salesperson identification information of the salesperson. The call identification information held in the call identification information holding means and associated with the call voice data are stored in the call voice data storage unit in association with the sales representative identification information The identification information storage unit stores the call identification information held in the call identification information holding unit in association with the purchaser identification information and the order identification information holding unit in association with the purchaser identification information. The received order identification information is stored in association with each other.

  In the trading order management apparatus according to the first aspect of the present invention, the order display screen for receiving the order data of the trading order and the order identification information of the trading order from the order identification information adding unit and displaying the order data of the trading order A data transmission unit for confirmation that generates the order display screen data that is the screen data and transmits the generated order display screen data and the order identification information of the buy / sell order to an administrator's terminal device, the order identification information The call voice data corresponding to the call identification information stored in the identification information storage unit in association with the voice call data is read from the call voice data storage unit, and the call voice data is transmitted to the administrator's terminal device for voice. A confirmation data transmission unit to be output; confirmed information indicating that the manager has confirmed the contents of the order data and the call voice data; When receiving the order identification information of the manager from the terminal device of the manager, the order screen data which is the screen data of the order screen for inputting information indicating the ordering instruction of the buy and sell order and the order identification information of the buy and sell order The order screen data transmission unit to be transmitted to the terminal device of the salesperson, the information indicating the ordering instruction of the sales order and the order identification information of the sales order are received from the terminal device of the salesperson, and the received order The system may further include an order processing unit that performs order processing of the buy / sell order by transmitting the order data stored in the order data storage unit in association with identification information to the market trading system for securities. . The confirmation data transmission unit includes the terminal device of the manager that stores the call identification information stored in the identification information storage unit in association with the order display screen data, order identification information of the buy / sell order, and the order identification information. And when the call identification information is returned from the manager's terminal device, the call voice data corresponding to the call identification information from the manager's terminal device is sent from the call voice data storage unit. It is good also as a structure which reads and transmits to the said administrator's terminal device.

  In the trading order management apparatus according to the first aspect of the present invention, the order display screen for receiving the order data of the trading order and the order identification information of the trading order from the order identification information adding unit and displaying the order data of the trading order A data transmission unit for confirmation that generates the order display screen data that is the screen data and transmits the generated order display screen data and the order identification information of the buy / sell order to an administrator's terminal device, the order identification information The call voice data corresponding to the call identification information stored in the identification information storage unit in association with the voice call data is read from the call voice data storage unit, and the call voice data is transmitted to the administrator's terminal device for voice. A confirmation data transmission unit to be output; confirmed information indicating that the administrator has confirmed the contents of the order data and the call voice data; Receiving the information from the terminal device of the manager, and sending the order data stored in the order data storage unit in association with the received order identification information to the market trading system for securities, thereby buying and selling order It is good also as a structure which further has an order processing part which performs this order processing. The confirmation data transmission unit includes the terminal device of the manager that stores the call identification information stored in the identification information storage unit in association with the order display screen data, order identification information of the buy / sell order, and the order identification information. And when the call identification information is returned from the manager's terminal device, the call voice data corresponding to the call identification information from the manager's terminal device is sent from the call voice data storage unit. It is good also as a structure which reads and transmits to the said administrator's terminal device.

  As an example, the call voice data indicating the contents of the telephone call between the sales representative and the customer is associated with the call time of the telephone call and the voice data indicating the voice of the telephone call at the call time. Voice data indicating the call time of the telephone call and the voice of the telephone call at the call time are extracted from the call voice data indicating the contents of the telephone call between the sales representative and the customer. Converting the extracted voice data of the telephone call into character data and associating it with the call time of the telephone call and storing it in the character data storage means; and the order stored in the order data storage unit A plurality of character strings indicating the contents of order conditions included in the data are retrieved from the character data stored in the character data storage means, and the call time corresponding to the retrieved character strings And a time detection unit that detects a call time when the call corresponding to the character string was obtained by obtaining from the character data storage means, and the confirmation data transmission unit is connected to the administrator's terminal device The voice of the telephone call included in the transmitted call voice data when the voice call is reproduced by transmitting the voice data included in the call voice data and outputting the voice data included in the call voice data. A configuration in which a display mode on the order display screen of the manager terminal device is changed by a predetermined time when a call time of the telephone call corresponding to the voice data matches the call time detected by the time detection unit. It is good.

  As an example, the call voice data indicating the contents of the telephone call between the sales representative and the customer is associated with the call time of the telephone call and the voice data indicating the voice of the telephone call at the call time. Voice data indicating the call time of the telephone call and the voice of the telephone call at the call time are extracted from the call voice data indicating the contents of the telephone call between the sales representative and the customer. Converting the extracted voice data of the telephone call into character data and associating it with the call time of the telephone call and storing it in the character data storage means; and the order stored in the order data storage unit A plurality of character strings indicating the contents of data order conditions are searched from the character data stored in the character data storage means, and a call time corresponding to the searched character string is determined as the character data. A portion corresponding to the call time of each of the plurality of character strings indicating the contents of the order condition from the call voice data stored in the call voice data storage unit The partial voice data extracting unit that extracts the data as voice data and stores it in the call voice data storage unit, wherein the confirmation data transmitting unit is input by the manager on the order display screen of the manager terminal device. When an order condition of the buy / sell order is selected by an operation, information indicating the selected order condition is received from the administrator's terminal device, and the selection is performed based on the received information indicating the selected order condition. The partial voice data of the ordered condition is read from the call voice data storage unit and transmitted to the manager's terminal device to transmit the voice data included in the partial voice data. It may be configured to regenerate the telephone call of the ordered condition by causing the data output by voice.

  The order data indicating the contents of the buying and selling order includes brand identification information, buying and selling classification, order quantity, and order price of the buying and selling order as order conditions, and the confirmation data transmitting unit A configuration in which when the value obtained by multiplying the order quantity and the order price is equal to or greater than a predetermined value, or when the order quantity satisfies a predetermined condition, the order data and the call voice data are transmitted to the manager terminal device It is good.

  A second aspect of the present invention is a program for causing a computer to function as the trading order management apparatus according to the first aspect of the present invention.

According to the present invention, a trading order management device capable of recording the contents of a call between a salesperson who receives a trading order of securities from a customer by telephone and the customer and the order contents of the trading order in association with each other, and According to the present invention, call voice data indicating the contents of a telephone call performed between a sales representative and a customer can be exchanged via the call identification information and the order identification information in the identification information storage unit. Can be associated with the order data.
In addition, the corresponding order data and call voice data are transmitted to the manager's terminal device to display and output the order contents, and the call voice data is output to reproduce the call contents, thereby enabling the It is possible to provide a trading order management device and a program that allow an administrator to confirm the contents of a call between a sales representative who receives a trading order by telephone and the customer and the order contents of the trading order.

  Embodiments of the present invention will be described below with reference to the drawings. FIG. 1 is a schematic diagram for explaining an example of the configuration of a trading order processing system for securities such as stocks according to the first embodiment of the present invention. This trading order processing system includes a trading staff terminal 10 indicating a terminal device used by a trading staff, a telephone 20 used by a trading staff, an administrator terminal 30 indicating a terminal apparatus used by an administrator, and a trading order management. It has a device 40. For example, an in-house LAN (Local Area Network) or the like may be used for a sales representative terminal 10 that is a terminal device for a sales representative, a telephone 20 for a sales representative, an administrator terminal 30 that is a terminal device for an administrator, The telephone 20 of the person in charge of sales / reception is provided with a control means for controlling the processing operation of the telephone 20 and may be an IP telephone as an example. The trading order management apparatus 40 has a function as a server, and is connected via a communication line to a market trading system for securities for trading trading of securities such as stocks, for example, a trading system 80 for a securities exchange. The communication line may be a dedicated line or a dedicated line.

  The salesperson terminal 10 is a terminal operated by the salesperson, to which a keyboard and a mouse are connected, and includes a control means for controlling the processing operation of the terminal 10. Order data indicating the order contents of the stock buying and selling order received from is input. The order data includes brand identification information, trade classification, order quantity, order price, and the like. For example, a brand code is used as the brand identification information. The order data input to the salesperson terminal 10 is transmitted from the salesperson terminal 10 to the sales order management apparatus 40 and stored in the sales order management apparatus 40. Call voice data indicating the contents of a telephone call between a sales representative and a customer is provided from the telephone 20 to the trading order management apparatus 40 and stored in the trading order management apparatus 40 in a state linked to the order data.

  The manager terminal 30 is a terminal operated by the manager, and is connected to a keyboard and a mouse. The manager terminal 30 includes a control unit that controls the processing operation of the terminal 30. When the data satisfies a predetermined condition, the order data is displayed. The administrator terminal 30 outputs the call voice data corresponding to the displayed order data by voice, reproduces the call, and allows the administrator to check whether the order data is correct. The administrator determines whether the order data is correct by determining whether the order content included in the call content indicated by the call voice data matches the order content indicated by the order data, and the order data is correct. If confirmed, the confirmed information (authorization information) is input to the administrator terminal 30. Thereby, the order data of the sales order can be ordered from the sales order management apparatus 40.

  FIG. 2 is a block diagram illustrating an example of the configuration of the buying and selling order management apparatus 40. This trading order management apparatus 40 includes a customer database (customer DB) 43, a call ID assigning unit (call identification information assigning unit) 44, a call voice data DB 46, a screen data transmitting unit 48, a screen data DB 49, and a confirmation data transmitting / receiving unit 50. A confirmation condition DB 52, an administrator DB 53, an order ID giving unit (order identification information giving unit) 54, an order data DB 56, and an order processing unit 58. The screen data transmission unit 48 also serves as an order input screen data transmission unit and an order screen data transmission unit in the trade order management device according to the present invention, and has functions of an order input screen data transmission unit and an order screen data transmission unit. Yes. The order data DB 56 also serves as an order data storage unit and an identification information storage unit in the buying and selling order management apparatus according to the present invention, and has functions of an order data storage unit and an identification information storage unit.

  The confirmation condition DB 52 stores information indicating conditions for displaying order data on the administrator terminal 30. For example, when the value obtained by multiplying the order quantity included in the order data and the order price (that is, the approximate trading amount) is equal to or greater than the first predetermined value, the order quantity with respect to the total number of issued shares of the brand to be traded Is the second predetermined value or more, or the ratio of the order quantity to the trading volume on the day before or the day of the brand to be traded is the third predetermined value or more. Note that the confirmation condition DB 52 may be configured to set conditions so that each order data input to the salesperson terminal 10 is displayed.

The screen data DB 49 stores various types of screen data for displaying predetermined screens (for example, order input screens for purchase orders, confirmation screens, etc.) on the sales representative terminal 10 or the administrator terminal 30. .
The manager DB 53 stores the trader ID and name of the trader to be managed or supervised by the manager in association with manager identification information (manager ID) for identifying the manager. Yes.

FIG. 3 is an explanatory diagram showing an example of the data configuration of the customer DB 43 in a table format. The customer DB 43 stores customer information, and stores, for example, a customer name (for example, the name or name of an institutional investor) in association with the customer's telephone number. The customer DB 43 is configured using, for example, a relational database (RDB). For example, a customer name field for storing a customer name and a customer phone number field for storing a customer telephone number are provided for each record. These pieces of information stored in the record may be associated with each other.
In the customer DB 43 illustrated in FIG. 3, the customer's customer name “XXX Corporation” is stored in association with the customer's telephone number “03-XXXXXX-ΔΔΔΔ”. The customer name “ΔΔΔΔ Corporation” of the customer is stored in association with the telephone number “03-XXXXXX”.

  FIG. 4 is an explanatory diagram showing an example of the data structure of the call voice data DB 46 in a table format. The call voice data DB 46 includes call voice data indicating the contents of a telephone call between a salesperson and a customer, call identification information (call ID) for identifying a telephone call, a salesperson ID, a customer telephone number, And stored in association with the call start date and time of the telephone call. The call ID is identification information (ID) generated by the call ID assigning unit 44 to identify a call made by the telephone 20 between the sales representative and the customer. The call ID is used as a search key to obtain a desired call ID. Call voice data can be read from the call voice data DB 46. The call voice data DB 46 is configured using, for example, a relational database (RDB), and as an example, a call voice data field for storing call voice data indicating the contents of a telephone call between a sales representative and a customer, the telephone A call ID field for storing a call ID for identifying a call, a salesperson ID field for storing a salesperson ID for identifying a salesperson, a customer telephone number field for storing a customer telephone number, These information stored in the same record by providing a call start date and time field for storing the call start date and time information, which is information indicating the call start date and time when the telephone call between the sales representative and the customer is started. May be associated with each other.

  In the call voice data DB 46 illustrated in FIG. 4, as an example, in association with the call ID “T00001”, a sales representative ID “00123”, a customer telephone number “03-xxxx”, and a call Voice data “00001.mp3” and call start date / time information “September 1, 2006, 8:55:40” are stored, and a sales representative ID “00125” is associated with the call ID “T00002”. ”, Customer phone number“ 03-XXXXXX ”, call voice data“ 00002.mp3 ”, call start date and time information“ September 1, 2006, 8:56:15 ”, and the like are stored. ing. For example, when the customer's telephone is a telephone corresponding to a general subscriber telephone and the salesperson's telephone 20 is an IP telephone, the salesperson's terminal 10, the manager terminal 30, and the sales order management apparatus 40 are connected. The internal LAN is connected to the public telephone network via IP-PBX (Internet Protocol-Private Branch Exchange) in order to connect the internal IP telephone network constructed using the internal LAN and the IP phone 20 of the sales representative to the public telephone network. Connected to the network, the salesperson ID of the salesperson is stored in advance in the IP phone 20 of the salesperson, and the call voice data indicating the content of the call of the IP telephone 20 of the salesperson is the salesperson ID. And the telephone number of the other party's customer may be provided to the trading order management apparatus 40 from the IP telephone 20 or the like. The call voice data to be shown and information indicating the call start date and time of the call may be provided to the trade order management apparatus 40 from the IP telephone 20 or the like together with the trader's trader ID and the telephone number of the customer of the other party. Good.

FIG. 5 is an explanatory diagram showing an example of the data configuration of the order data DB 56 in a table format. The order data DB 56 includes the order data (brand code, trading category, order quantity, order price, etc.), the order ID, the call ID of the call voice data indicating the contents of the phone call in which the buy / sell order is transmitted, the trader ID, Customer name, type indicating self or consignment, input date / time information which is information indicating the input date / time of order data, authorization slip identification information (authorization slip ID) for identifying authorization slip, manager ID, and status of sales order Is stored in association with a status flag (for example, information indicating any of unordered, approval application, ordering, or contracted). The order ID is identification information (ID) given to the order data of the sales order by the order ID giving unit 54. In addition, you may use an identification number as various identification information. The administrator ID is an ID of an administrator who confirms the contents of the order data. The authorization slip ID is an ID used for processing for the administrator to confirm (authorize) the contents of the order data, and is given by the confirmation data transmitting / receiving unit 50, but does not require confirmation of the contents by the administrator. An authorization slip ID is not given to the order data. Further, since the order ID is associated with the call ID in the order data DB 56, when the order ID is specified, the call voice corresponding to the order data of the order ID using the call ID corresponding to the order ID. Data can be read from the call voice data DB 46.
The order data DB 56 is configured using, for example, a relational database (RDB), and as an example, an order ID field for storing an order ID, a call ID field for storing a call ID, and a salesperson ID are stored. Store customer ID field, customer name field for storing customer name, type field for storing type of trading order, order data field for storing order data, and information indicating order input date and time Order record date / time field, authorization slip field for storing authorization slip ID, administrator ID field for storing administrator ID, and status flag field for storing status flag for each record So that these pieces of information stored in It may be.

  In the order data DB 56 illustrated in FIG. 5, as an example, the call ID “T00001”, the sales representative ID “00123”, the customer name “xxxx company”, the type “ 1 (consignment) ”, order data (brand code“ XXX ”, trade classification“ 2 (buy) ”, order quantity“ 10,000 ”, order price“ 1,600 ”, etc.), order input date“ 2006 September 1, 8:57:10 ”, authorization slip ID“ N0001 ”, administrator ID“ 00245 ”, status flag“ 3 (in order) ”are stored, and order ID“ B0002 ”is stored. Are associated with the call ID “T00002”, the sales representative ID “00125”, the customer name “△△△△ Inc.”, the type “1 (consignment)”, the order data (brand code “□□□□”, Trading category "1 (sale)", Note Quantity “2,000”, order price “450,000”, etc.), order entry date “September 1, 2006, 8:59:40”, authorization slip ID “N0002”, administrator ID “00245”, status A flag “1 (pending)” or the like is stored.

  FIG. 6 is a schematic flowchart for explaining an example of the processing operation of the buying and selling order processing system. First, an order data acquisition process is performed by the sales representative terminal 10 and the sales order management device 40 (S2). Next, confirmation processing of order data of a trade order is performed by the trade order management apparatus 40 and the administrator terminal 30 (S4). Then, the order processing of the sales order is performed by the sales representative terminal 10 and the sales order management device 40 (S6).

FIG. 7 is a flowchart for explaining an example of the order data acquisition process S2 in the flowchart of FIG. When the customer's telephone and the salesperson's telephone 20 are connected through a communication line and the telephone 20 detects the start of a call, the telephone 20 buys and sells information indicating the start of a call with the customer and the customer's telephone number together with the salesperson ID. This is transmitted to the call ID assigning unit 44 of the order management apparatus 40. The telephone 20 also includes call voice data composed of data in which a call time is associated with a digital voice signal indicating a call voice between a salesperson and a customer, a call start time when a call start is detected, and a customer's telephone number. Store in the storage device. For example, the telephone set 20 generates a data block in which time stamp information indicating the time of the call is associated with voice data indicating the voice of the call between the sales representative and the customer by the control unit of the telephone set 20. The data block may be configured to sequentially store the data block as call voice data in the data storage device in association with the call start time and the other party's telephone number (customer phone number). The call time and the call voice data may be associated with each other.
The call ID assigning unit 44 receives information indicating the start of a call with the customer, the telephone number of the customer, and a salesperson ID (S202), and identifies a telephone call between the salesperson and the customer. The call ID, the salesperson ID and the customer's telephone number are associated with each other and held in the call ID holding means of the call ID giving unit 44, and the call ID is given to the telephone call (S206). The call ID assigning unit 44 reads the customer name from the customer DB 43 using the customer's telephone number (S208). Then, the call ID assigning unit 44 sends the sales representative ID, customer name, and customer telephone number to the screen data transmitting unit 48.

  When the screen data transmission unit 48 receives the trader ID, customer name, and customer phone number from the call ID assigning unit 44, the screen data transmission unit 48 reads the screen data of the order input screen for inputting the order data from the screen data DB 49, The screen data of the order input screen on which the customer name and the customer's telephone number are displayed is generated (S210). Then, the screen data transmission unit 48 transmits the order input screen data, which is the screen data of the order input screen, to the trader terminal 10 (S212).

  Upon receiving the order input screen data from the screen data transmission unit 48 of the trading order management device 40, the salesperson terminal 10 displays the order input screen by the control means according to the received order input screen data (S214). During the processing operation described above, the sales representative continues to make a telephone call with the customer representative. Then, when the details of the sales order are transmitted from the customer in charge by telephone call, the order data indicating the content of the sales order is input to the order input screen of the sales representative terminal 10 by the sales representative (S216).

  When the connection between the customer's telephone set and the salesperson's telephone set 20 is disconnected and the telephone set 20 detects the end of the call, the telephone set 20 calls the call voice in which the call time stored in the data storage device is associated with the voice data. Information indicating the data, the call start time, the customer's telephone number, and the call end information is transmitted to the call ID assigning unit 44 of the purchase / order management apparatus 40 together with the purchase / reception person ID. When receiving the call voice data, the call start time, the customer's telephone number, the information indicating the end of the call, and the sales representative ID from the telephone 20 (S220), the call ID assigning unit 44 receives the received sales representative ID and the customer's ID. Using the call ID held in the call ID holding means in association with the telephone number, the call voice data is stored in the call voice data DB 46 in association with the call ID, the sales representative ID, the customer phone number, and the call start date and time. (S222).

  When the sales representative terminates the telephone call with the customer, he / she operates by clicking the transmission button on the order input screen of the sales representative terminal 10 and the order data and type of the sales order entered on the order input screen and the customer The name and the telephone number of the customer are transmitted to the order ID assigning unit 54 of the trade order management apparatus 40, whereby various data displayed on the order input screen are transmitted. At this time, the salesperson terminal 10 sends the salesperson ID in association with the order data to the order ID assigning unit 54 (S218).

  Upon receiving the order data, type, customer name, customer phone number, and sales person ID of the sales order from the sales person in charge terminal 10, the order ID assigning unit 54 identifies the received order data of the sales order. An order ID is generated and an order ID is assigned to the order data (S224), and the order ID, the person in charge of sales and the customer's telephone number are associated with each other and held in the order ID holding means of the order ID giving unit 54. The call ID associated with the person-in-charge ID and the customer's telephone number is acquired from the call ID holding means, and the order ID, call ID, salesperson ID, customer name, type, order data, date and time when the order data is received ( (Order input date and time) and status flags indicating the status of “unordered” are stored in the order data DB 56 in association with each other (S226).

  FIG. 8 is an explanatory diagram showing an example of an order input screen displayed on the salesperson terminal 10 in S214 of the flowchart of FIG. In the order input screen illustrated in FIG. 8, the customer name and the customer's telephone number (customer telephone number) are displayed. The brand code, the order quantity, and the order price are manually input to the combo box by the trader through the keyboard of the trader terminal 10. Also, in the column for entering the type of self-consignment, it is displayed so that either consignment or self can be selected by clicking on the radio button, for example, by clicking the mouse on the person-in-charge terminal 10, and entering the trade category In the column to be displayed, either sale or purchase can be selected by inputting to a radio button. When the person in charge of buying and selling operates the confirmation button corresponding to the send button on the order entry screen by clicking, for example, with a mouse, the order data entered on the order entry screen (brand code, trade category, order quantity, order price) The input data including the type, the customer name, and the customer's telephone number are transmitted from the salesperson terminal 10 to the order ID assigning unit 54 of the sales order management apparatus 40 together with the salesperson ID.

  FIG. 9 is a flowchart for explaining an example of order data confirmation processing S4 in the flowchart of FIG. The order ID assigning unit 54 of the trade order management apparatus 40 stores the order data of the trade order in the order data DB 56 and sends the order data, the order ID, and the trader ID of the trade order to the confirmation data transmitting / receiving unit 50. When the confirmation data transmitting / receiving unit 50 receives the order data, the order ID, and the trader ID of the sales order, the order data from the order ID assigning unit 54 corresponds to one of the conditions stored in the confirmation condition DB 52. It is determined whether or not (S402). If none of the conditions is satisfied (S402: NO), the confirmation data transmitting / receiving unit 50 sends the order ID and the salesperson ID to the order processing unit 58, and proceeds to order processing S6 by the order processing unit 58.

  When any one of the conditions is met (S402: YES), the confirmation data transmitting / receiving unit 50 generates an authorization slip ID corresponding to the order ID for identifying the order data, gives the authorization slip ID to the order data, and buys and sells The manager ID corresponding to the person-in-charge ID is acquired from the manager DB 53, and the authorization slip ID and manager ID are associated with the order ID and stored in the order data DB 56. At this time, the status flag corresponding to the order ID is updated to a flag indicating a status of “Unordered” to “Pending”. Next, the confirmation data transmission / reception unit 50 reads the authorization slip ID, the salesperson ID, the customer name, and the order input date / time associated with the status flag indicating the “pending” status from the order data DB 56 and The name of the person in charge of sales corresponding to the person in charge ID is read from the administrator DB 53. Then, the confirmation data transmission / reception unit 50 reads screen data for displaying a list of authorization slips of order data to be confirmed by the administrator from the screen data DB 49, and obtains an authorization ID, a trader's ID and name, a customer name, The list screen data of the authorization slip list screen on which the order input date and time is displayed is generated (S404), and the generated list screen data is transmitted to the administrator terminal 30 (S406).

  Upon receiving the list screen data from the confirmation data transmitting / receiving unit 50 of the trade order management device 40, the manager terminal 30 displays the authorization slip list screen by the control means according to the received list screen data (S408). When the administrator performs selection input for selecting one of the sales order authorization slips displayed on the list screen (S410), the administrator terminal 30 manages the selected and entered sales order authorization slip ID. The data is transmitted to the confirmation data transmitting / receiving unit 50 of the trading order management device 40 together with the user ID (S412).

  When the confirmation data transmitting / receiving unit 50 receives the authorization slip ID and the administrator ID from the administrator terminal 30, the order ID, call ID, salesperson ID, customer name, type, order data corresponding to the received authorization slip ID The order input date and time, status flag, etc. are read from the order data DB 56 (S414). Further, the confirmation data transmitting / receiving unit 50 reads the name of the sales representative corresponding to the sales representative ID from the administrator DB 53 and reads the customer telephone number corresponding to the customer name from the customer DB 43. Then, the confirmation screen data, which is the screen data of the authorization slip for allowing the administrator to confirm the order data indicating the contents of the buying and selling order, is read from the screen data DB 49, the name of the person in charge of buying and selling, the customer name and the customer telephone number, and the status flag Confirmation screen data on which an authorization voucher ID, order entry date and time, order data and type, order ID, a call reproduction button that is a call ID transmission button, an authorization button for inputting confirmed information, and the like are generated ( S416). Next, the confirmation data transmitting / receiving unit 50 transmits the confirmation screen data and the call ID to the administrator terminal 30 (S418).

  When the administrator terminal 30 receives the confirmation screen data and the call ID from the confirmation data transmission / reception unit 50 of the purchase / order management device 40, the administrator terminal 30 displays a confirmation screen indicating an authorization slip according to the received confirmation screen data. (S420). The confirmation screen includes a call playback button for outputting a call voice data indicating the content of the call along with the order data of the buy / sell order and reproducing the call, and a call playback button for transmitting the call ID, and the content of the order data Are input buttons for inputting the confirmed information, and an authorization button for authorizing the ordering of the sales order is displayed. When the administrator inputs a reproduction instruction by clicking on the call reproduction button with the mouse (S422), the administrator terminal 30 sends the call ID together with the administrator ID to the confirmation data transmission / reception unit 50 of the trading order management apparatus 40. Transmit (S424).

  When receiving the call ID and the administrator ID related to the reproduction instruction from the administrator terminal 30, the confirmation data transmitting / receiving unit 50 of the trading order management apparatus 40 reads the call voice data corresponding to the received call ID from the call voice data DB 46. (S426) The read call voice data is transmitted to the administrator terminal 30 (S427). The manager terminal 30 receives the call voice data from the confirmation data transmitting / receiving unit 50 of the buying and selling order management device 40, and the control means outputs the voice data included in the call voice data from the speaker to reproduce the call, The manager is made to recognize the contents of the telephone call between the person in charge and the customer (S428). When the content of the telephone call matches the order content indicated by the order data, the administrator inputs the confirmed information by clicking the authorization button (S430: Yes), and based on the operation of the authorization button, the administrator terminal 30 Transmits the confirmed information, the order ID, the order data, and the trader ID together with the manager ID to the confirmation data transmission / reception unit 50 of the trade order management apparatus 40 (S432). On the other hand, when the contents of the telephone call and the order contents indicated by the order data do not match (S430: No), the administrator inputs the order data to be corrected on the confirmation screen (S431), The manager terminal 30 performs the operation (S430: Yes), and based on the operation of the authorization button, the manager terminal 30 sells and orders the confirmed order, the order ID, the corrected order data, and the trader ID together with the manager ID. Is transmitted to the confirmation data transmitter / receiver 50 (S432). In this way, the administrator terminal 30 transmits the order data displayed on the confirmation screen.

  FIG. 10 is an explanatory diagram showing an example of the authorization slip list screen displayed in S408 of the flowchart of FIG. The list screen illustrated in FIG. 10 displays an authorization slip ID, a trader ID and name, a customer name, an order entry date and time (order entry time), and buttons for selecting and inputting an authorization slip. As an example, “N0001” is displayed in the authorization slip ID display field corresponding to the first radio button, “00123 (Taro Yamada)” is displayed in the sales representative ID and name display field, and “XX” is displayed in the customer name display field. “XX Co., Ltd.”, “September 1, 2006, 8:57:10” is displayed in the order input time display field, and “N0002” is displayed in the display field of the authorization slip ID corresponding to the second radio button. ”“ 00125 (Yamada Hanako) ”in the display column of the sales representative ID and name,“ △△△△ Inc. ”in the display column of the customer name,“ September 1, 2006 8 ”in the display column of the order input time "59:40" is displayed, and the administrator By clicking with the mouse the first radio button in the authorization form listing screen of the management terminal 30, the administrator terminal 30 is adapted to transmit an administrator ID and authorization slip ID "N0001".

  FIG. 11 is an explanatory diagram showing an example of a confirmation screen displayed in S420 of the flowchart of FIG. The confirmation screen illustrated in FIG. 11 includes the ID and name of the person in charge of sales (order input person), customer name and customer telephone number, status flag, authorization slip ID, order input time, order data brand code, trading A call playback button for playing back and outputting the order type, order data trading category, order quantity of the order data, order price of the order data, order ID, call voice data, and an authorization button for inputting the confirmed information It is displayed. Among these, the brand code, the trade classification, the order quantity, and the order price are displayed in a state where they are input in a combo box that is an input column, and are displayed in a format that allows correction input. In the confirmation screen shown in FIG. 11, as an example, the order input person “00123 (Taro Yamada)”, the customer name “XXX Corporation (03-XXXXXX-ΔΔΔΔ)”, and the status “Pending” ”, Authorization slip ID“ N0001 ”, order entry time“ September 1, 2006, 8:57:10 ”, brand code“ XXX ”, type“ consignment ”, trading category“ purchase ”, order quantity “10,000 shares”, order price “1,600 yen”, order ID “B0001”, call reproduction button, and authorization button are displayed.

  FIG. 12 is a flowchart for explaining an example of the ordering process S6 in the flowchart of FIG. When the confirmation data transmitting / receiving unit 50 receives the order ID, order data, sales representative ID and manager ID of the sales order from the manager terminal 30, the received order data is associated with the order ID in the order data DB 56. By storing the data, the order data is updated (S602), and the order ID of the sales order and the sales representative ID are sent to the order processing unit 58. Upon receiving the order ID and the trader ID of the sales order from the confirmation data transmitting / receiving unit 50, the order processing unit 58 reads the order data corresponding to the received order ID of the trade order from the order data DB 56, and displays the screen data DB 49. The screen data of the order screen is read out, screen data of the order screen on which the order data is displayed is generated (S604), and the order screen data which is the screen data of the order screen of the generated sales order and the order ID of the sales order are traded It transmits to the person-in-charge terminal 10 (S606).

  Upon receiving the order screen data and the order ID of the trade order from the order processing unit 58 of the trade order management device 40, the trade person in charge terminal 10 displays the order screen by the control means according to the received order screen data (S608). The person in charge of buying and selling confirms the order data of the buying and selling order displayed on the ordering screen of the buying and selling order, and inputs information indicating the ordering instruction (S610). Information indicating an ordering instruction may be input by clicking an ordering button displayed on the ordering screen with a mouse. When the information indicating the ordering instruction is input, the salesperson terminal 10 sends the information indicating the ordering instruction of the sales order and the order ID of the sales order together with the salesperson ID to the order processing unit 58 of the sales order management apparatus 40. Transmit (S612). When the order processing unit 58 receives the information indicating the ordering instruction of the trade order, the order ID of the trade order, and the trader ID from the trader terminal 10, the order data stored in the order data DB 56 in association with the order ID. And an order input message including the order ID is generated and sent to the trading system 80 of the stock exchange to perform ordering processing of the trading order (S614), and stored in the order data DB 56 in association with the order ID. The status flag is updated to a flag indicating the status of “in order” (S616). After that, when the order processing unit 58 receives a contract notification including the order ID from the trading system 80 at the stock exchange, the order processing unit 58 sets the status flag stored in the order data DB 56 in association with the order ID to “in order”. To update the flag to indicate the status of “contracted”. The order processing unit 58 may be configured to transmit an order input message to the stock exchange trading system 80 via the ordering server, and receive an agreement notification from the stock exchange trading system 80 via the ordering server. It is good also as a structure.

  The trading order management device 40, the trading person terminal 10 and the manager terminal 30 described above are realized by installing a program having the above functions in a computer system. This program is installed in a computer system via a recording medium, for example. The recording medium for storing the program is, for example, a flexible disk, a CD-ROM, a CD-R, a CD-R / W, a DVD-RAM, an MO, and a removable disk such as a semiconductor memory, or a hard disk. May be. Further, this program may be installed in a computer system by being downloaded through a communication line such as the Internet. As an example, in a computer such as a server, a customer DB 43, a call ID assigning unit 44, a call voice data DB 46, a screen data transmitting unit 48, a screen data DB 49, a confirmation data transmitting / receiving unit 50, a confirmation condition DB 52, an administrator DB 53, an order ID The trading order management apparatus 40 may be configured by installing a program for causing a computer to function as the assigning unit 54, the order data DB 56, the order processing unit 58, and the like.

  The trading order management device 40 according to the first embodiment of the present invention stores call voice data indicating the contents of a telephone call between a salesperson who receives a trading order from a customer by telephone and a customer in the call voice data DB 46, The order data of the sales order entered by the sales representative in the sales representative terminal 10 is displayed on the manager terminal 30, and the call voice data is transmitted to the manager terminal 30 to reproduce the telephone call. When the administrator determines that the order data of the sales order matches the contents of the call voice data and operates the button for authorizing the order of the sales order, the administrator terminal 30 displays the confirmed information indicating the authorization for the sales order. It transmits to the management apparatus 40. The trading order management device 40 is configured to perform ordering processing of trading orders when the confirmed information is received from the manager terminal 30. In this way, whether or not the call voice data indicating the content of the telephone call between the sales representative and the customer and the order data indicating the content of the sales order received from the customer by the sales representative in the telephone call are matched. , Allow the administrator to check.

  In addition, the call voice data indicating the contents of the telephone call in the trading order management apparatus 40 is stored in the call voice data DB 46 in association with the call ID for identifying the call, and the order data is sent by the order data DB 56 via the call ID. Is associated with. For this reason, the call voice data corresponding to the order data can be easily retrieved. In particular, in this embodiment, the buying and selling order management apparatus 40 transmits screen data for a confirmation screen for displaying the contents of the order data and a call ID corresponding to the order data to the administrator terminal 30, and the administrator confirms the confirmation screen. The call ID is sent back to the trade order management apparatus 40 by operating the call reproduction button. Then, the trading order management device 40 transmits call voice data corresponding to the received call ID to the manager terminal 30 to reproduce the call. For this reason, it is possible to reduce the burden on the manager for reproducing the call related to the call voice data corresponding to the order data.

  FIG. 13 is a flowchart for explaining the processing operation of the buying and selling order processing system according to the second embodiment of the present invention. The buy / sell order processing system according to the present embodiment has the same configuration as the buy / sell order processing system according to the first embodiment, but the processing operation during the ordering process is different from that of the first embodiment. The processing operation during processing will be mainly described, and other processing operations will be omitted as appropriate.

  When the order data confirmation process is completed (S4), the confirmation data transmitting / receiving unit 50 of the trade order management apparatus 40 confirms the confirmed information, the order ID of the trade order, the order data, the trader ID, and the management from the manager terminal 30. When the customer ID is received, the received order data is stored in the order data DB 56 in association with the order ID to update the order data, and the order ID is sent to the order processing unit 58. Upon receiving the order ID from the confirmation data transmission / reception unit 50, the order processing unit 58 acquires the order data associated with the received order ID from the order data DB 56, and generates an order input message including the order data and the order ID. Then, the order processing of the trading order is performed by transmitting to the trading system 80 of the stock exchange (S8), and the status flag stored in the order data DB 56 in association with the order ID indicates the status of “in order”. The flag is updated (S9). After that, when the order processing unit 58 receives a contract notification including the order ID from the trading system 80 at the stock exchange, the order processing unit 58 sets the status flag stored in the order data DB 56 in association with the order ID to “in order”. To update the flag to indicate the status of “contracted”. The order processing unit 58 may be configured to transmit an order input message to the stock exchange trading system 80 via the ordering server, and receive an agreement notification from the stock exchange trading system 80 via the ordering server. It is good also as a structure. Also according to this embodiment, the same operations and effects as those of the first embodiment can be obtained.

  FIG. 14: is a block diagram which shows an example of a structure of the trade order management apparatus 40 of the trade order processing system which concerns on the 3rd Embodiment of this invention. The configuration of the buying and selling order processing system according to the present embodiment is such that a phonetic character conversion unit 62 and a time detection unit 64 are added to the buying and selling order management device of the first embodiment, and the detection result by the time detection unit 64 Is stored in the call voice data DB 46. Further, the processing operation of the buying and selling order processing system according to the present embodiment will be described with a focus on order data confirmation processing because the order data confirmation processing (S4 in the flowchart of FIG. 6) is different from the first embodiment. Description of other processing operations will be omitted as appropriate.

  FIG. 15 is a flowchart for explaining the details of the order data confirmation process (S4 in the flowchart of FIG. 6) of the trade order processing system according to the present embodiment. In the process S2 immediately before this flowchart, when the order ID assigning unit 54 receives the order data, the type, the customer name, the customer telephone number, and the salesperson ID of the sales order from the salesperson terminal 10, the received sales order is received. An order ID for identifying the order data is generated and an order ID is assigned to the order data of the buying and selling order (S224), and the order ID is stored by associating the order ID with the sales representative ID and the customer's telephone number. The call ID associated with the sales representative ID and the customer's telephone number is acquired from the call ID holding means, and the order ID, call ID, sales representative ID, customer name, type, order data, order The date and time when the data was received (order input date and time) and the status flag indicating the status of “unordered” are associated with each other and stored in the order data DB 56 (S226). Send a story ID to voice the character conversion unit 62 and the time detection unit 64.

  The voice character conversion unit 62 receives the order data and the call ID from the order ID giving unit 54, reads the call voice data stored in the call voice data DB 46 in association with the call ID, and calls from the read call voice data. Information indicating the time and voice data indicating the call voice at the call time are extracted to convert the voice data at the call time into character data (S442). For example, the time indicating the call time from the data block of the read call voice data The voice data indicating the call information at the call time is extracted and the voice data at the call time is converted into character data one after another, and the call time and the character data obtained by converting the voice data at the call time are supported. The character data is stored in the character data storage means, and the character data stored in the character data storage means is associated with the call ID to make a call. It is stored in the voice data DB46. The time detection unit 64 uses a character string indicating the order conditions of a trade order included in the order data, for example, a character string indicating a brand code, a trade classification, from the character data stored in the character data storage means in association with the call time. , A character string indicating the order quantity, and a character string indicating the order price are detected by keyword search (S444). Next, the time detection unit 64 uses the call character corresponding to the character string detected by the keyword search, that is, the first character of the character string detected by the keyword search as the call time of each item of the order condition of the buying and selling order. The call time is detected for each of the plurality of character strings detected by the keyword search by acquiring the time associated with the character data storage means (S445), and the call time (pronunciation start of each order condition detected) The time is associated with the call ID and stored in the call voice data DB 46 (S446). When there are a plurality of character strings indicating brand names or brand codes, the time detection unit 64 detects the call time for each of the plurality of character strings. The same applies to the case where there are a plurality of character strings indicating trading divisions, character strings indicating order quantities, and character strings indicating order prices. The voice character conversion unit 62 includes a brand table in which the brand code is associated with the brand name identified by the brand code and the character data of the abbreviation. In the keyword search of the character string indicating the brand code, Search by stock code, search by stock name associated with the stock code in the stock table, and search by short name associated with the stock code in the stock table. It is used as a search result of a character string indicating a code. In addition, when the number “1” is used to indicate sales and the number “2” is used to indicate purchase, the keyword search for the character string indicating the sales category indicates that the order data sales category is If “1”, search by “sell” and “sell” and use these search results as search results for character strings that indicate the sales category. When the category is “2”, a search by “buy” and a search by “buy” are performed, and these search results are used as a search result of a character string indicating a trade category. ing.

  FIG. 16 is an explanatory diagram showing an example of a data configuration of the call voice data DB 46 in the present embodiment in a table format. The call voice data DB 46 illustrated in FIG. 16 includes, in addition to the various data shown in the first embodiment, character data corresponding to the call voice data, the call time (voice start time) of the brand code, and the call of trading category. The time (voice start time), the order quantity call time (voice start time), and the order price call time (voice start time) are stored, for example, in association with the call ID “T00001”. Person-in-charge ID “00123”, customer telephone number (customer telephone number) “03-xxx × -ΔΔΔΔ”, call voice data “00001.mp3”, character data “00001.txt”, order condition call Time (call time of brand code “September 1, 2006, 8:56:15”, call time of trading category “September 1, 2006, 8:56:22”, call time of order quantity “ “September 1, 2006, 8:56:45”, order price call time “September 1, 2006, 8:56:32”), call start date and time “September 1, 2006, 8:55:40” "Seconds" is stored, and in addition to the call ID "T00002", a sales representative ID "00125", a customer telephone number "03-xxx- [Delta]-", and call voice data "00002" are stored. .Mp3 ”, character data“ 00002.txt ”, order condition call time (call time of brand code“ September 1, 2006, 8:57:30 ”, call time of trading category“ September 1, 2006 8 ” "Time 57:35", Order quantity call time "2006 September 1, 8:57:45", Order price call time "September 1, 2006 8:57:50"), call start Date and time “September 1, 2006, 8:56:15” etc. are stored To have. For example, the call voice data DB 46 is constituted by a relational database (RDB). As an example, a call ID field for storing a call ID, a salesperson ID field for storing a salesperson ID, and a customer telephone number are stored. Customer phone number field for storing, Call voice data field for storing call voice data, Character data field for storing character data, Brand code order condition Brand code for storing information indicating call time Field (stock code call time field), trading category field for storing information indicating the order condition call time of the trading category (trading category call time field), information indicating the order condition calling time of the order quantity Order quantity field (order quantity call time field), note An order price field (order price call time field) for storing information indicating the call order time of the price and a call start time field for storing information indicating the call start date and time are provided for each record and stored in the same record. These pieces of information may be associated with each other.

  Returning to FIG. Since the process (S402 to S426) until the administrator terminal 30 receives the call voice data after the process of S446 is the same as that of the first embodiment, the description thereof is omitted. The confirmation data transmitting / receiving unit 50 of the trading order management apparatus 40 reads the call time of the order condition stored in the call voice data DB 46 in association with the call ID related to the reproduction instruction (S426), and the call time of the order condition The identification information indicating the item of the order condition and the call voice data are transmitted to the administrator terminal 30 (S427).

  The manager terminal 30 stores the order condition call time from the confirmation data transmission / reception unit 50 of the buying and selling order management apparatus 40 in association with the identification information indicating the item of the order condition in the order condition call time storage means, Call voice data from the confirmation data transmission / reception unit 50 of the trading order management device 40 is received and reproduced by the control means, and the manager recognizes the content of the telephone call performed between the sales representative and the customer. At this time, the control means of the administrator terminal 30 extracts the call time included in the call voice data and the voice data of the call time, outputs the voice data as a voice, reproduces the call, and calls the call time corresponding to the voice data. And the call time stored in the order condition call time storage means are sequentially compared, and when the call times match, the display mode of the confirmation screen is changed for a predetermined time (S429). The order condition display field indicated by the order condition identification information stored in association with the order condition call time storage means (for example, the brand code corresponding to the order information item identification information, the trading category, the order quantity, or the order The background of the price display area) may be changed to a pattern or color different from the background of the other areas for only a few seconds. The details of the subsequent processing are the same as in the first embodiment (S430 to S432).

  According to this embodiment, the same effect as that of the first embodiment can be obtained. In addition, when the voice call data is being played back on the administrator terminal 30, the display mode of the confirmation screen changes only for a predetermined time when the order conditions of the sales order are played back. The convenience of the manager who listens to the voice and confirms the order contents displayed on the confirmation screen can be improved.

  FIG. 17: is a block diagram which shows an example of a structure of the trade order management apparatus 40 of the trade order processing system which concerns on the 4th Embodiment of this invention. The configuration of the buying and selling order processing system according to the present embodiment is such that a voice character conversion unit 62 and a partial voice data extraction unit 66 are added to the order trading order management apparatus of the first embodiment, and a partial voice data extraction is performed. The extraction result by the unit 66 is stored in the call voice data DB 46. Further, the processing operation of the buying and selling order processing system according to the present embodiment will be described with a focus on order data confirmation processing because the order data confirmation processing (S4 in the flowchart of FIG. 6) is different from the first embodiment. Description of other processing operations will be omitted as appropriate.

  FIG. 18 is a flowchart for explaining the details of the order data confirmation process (S4 in the flowchart of FIG. 6) of the trade order processing system according to the present embodiment. In the process S2 immediately before this flowchart, when the order ID assigning unit 54 receives the order data, the type, the customer name, the customer telephone number, and the salesperson ID of the sales order from the salesperson terminal 10, the received sales order is received. An order ID for identifying the order data is generated and an order ID is given to the order data of the buying and selling order (S224), and the order ID, the person in charge of buying and selling, and the customer's telephone number are held in the order ID holding means. The call ID associated with the sales representative ID and the customer's telephone number is acquired from the call ID holding means, and the order ID, call ID, sales representative ID, customer name, type, order data, and order data are received. The date / time (order input date / time) and the status flag indicating the status of “unordered” are stored in the order data DB 56 in association with each other (S226). Send voice character conversion unit 62 and the partial audio data extraction unit 66.

  The voice character conversion unit 62 receives the order data and the call ID from the order ID giving unit 54, reads the call voice data stored in the call voice data DB 46 in association with the call ID, and includes the read call voice data. The call time information and the voice data of the call time are extracted, the voice data of the call time is converted into character data (S452), and the call time and the character data obtained by converting the voice data of the call time are obtained. The character data is stored in association with the character data storage means. The partial voice data extraction unit 66 uses a character string indicating the order conditions of a trade order included in the order data, for example, a character string indicating a brand code, from the character data stored in the character data storage means in association with the call time. A character string indicating the trade category, a character string indicating the order quantity, and a character string indicating the order price are detected by keyword search (S454). Next, the partial voice data extraction unit 66 uses the character string detected by the keyword search as the call time when the call corresponding to the character string detected by the keyword search is performed, that is, as the call time of each item of the order condition of the buying and selling order. The call time is detected for each of the plurality of character strings detected by the keyword search by acquiring the time associated with the first character by the character data storage means, and before and after the detected call time (pronunciation start time). Call voice data for a predetermined time (as an example, several seconds before and after) is extracted from the call voice data DB 46 for each of a plurality of character strings as partial voice data (S456), and the extracted partial voice data of each order condition is called a call ID. And stored in the call voice data DB 46 (S458). When there are a plurality of character strings indicating brand names or brand codes, the partial voice data extraction unit 66 detects the call time for each of the plurality of character strings. The same applies to the case where there are a plurality of character strings indicating trading divisions, character strings indicating order quantities, and character strings indicating order prices. The voice character conversion unit 62 includes a brand table in which the brand code is associated with the brand name identified by the brand code and the character data of the abbreviation. In the keyword search of the character string indicating the brand code, Search by stock code, search by stock name associated with the stock code in the stock table, and search by short name associated with the stock code in the stock table. It is used as a search result of a character string indicating a code. In addition, when the number “1” is used to indicate sales and the number “2” is used to indicate purchase, the keyword search for the character string indicating the sales category indicates that the order data sales category is If “1”, search by “sell” and “sell” and use these search results as search results for character strings that indicate the sales category. When the category is “2”, a search by “buy” and a search by “buy” are performed, and these search results are used as a search result of a character string indicating a trade category. ing.

  FIG. 19 is an explanatory diagram showing an example of a data configuration of the call voice data DB 46 in the present embodiment in a table format. The call voice data DB 46 illustrated in FIG. 19 includes, in addition to the various data shown in the first embodiment, partial voice data corresponding to the brand code, partial voice data corresponding to the trading category, and partial voice corresponding to the order quantity. Data and partial voice data corresponding to the order price are stored. As an example, in association with the call ID “T00001”, a sales representative ID “00123”, a customer telephone number (customer telephone number) “03” are stored. -XXXXXX- △△△△ 」, call voice data“ 00001.mp3 ”, partial voice data (brand code partial voice data“ 00001m.mp3 ”, trading segment partial voice data“ 00001b.mp3 ”, order Partial voice data “00001s.mp3” for quantity, partial voice data “00001k.mp3” for order price), call start date “200 "September 1st, 8:55:40" is stored, and in association with the call ID "T00002", a sales representative ID "00125", a customer telephone number (customer telephone number) "03-" Xx ○○-△△ ○○ ”, call voice data“ 00002.mp3 ”, partial voice data (brand code partial voice data“ 00002m.mp3 ”, trading segment partial voice data“ 00002b.mp3 ”, order quantity Of partial voice data “00002s.mp3”, partial price data “00002k.mp3” of the order price), and call start date “September 1, 2006, 8:56:15”. For example, the call voice data DB 46 is constituted by a relational database (RDB). As an example, a call ID field for storing a call ID, a salesperson ID field for storing a salesperson ID, and a customer telephone number are stored. Customer phone number field to store, call voice data field to store call voice data, brand code field to store partial voice data of brand code (brand code partial voice data field), partial voice of trading category Stores the trading segment field for storing data (trading segment partial voice data field), the order quantity field for storing partial voice data for order quantity (order quantity partial voice data field), and partial voice data for order price. Order price field for (order price Min Audio Data field) may be the information stored in the same record is provided a call start time field for storing information indicating a call start time for each record to associate with each other.

Returning to FIG. Since the process (S402 to S420) until the administrator terminal 30 displays the confirmation screen after the process of S458 is the same as that of the first embodiment, the description thereof is omitted.
On the confirmation screen of the administrator terminal 30, the administrator selects and inputs one of the item names (for example, brand code, trading category, order quantity, and order price) of the purchase order by clicking with the mouse (for example) In S461), the manager terminal 30 transmits the information indicating the selected order condition and the call ID together with the manager ID to the confirmation data transmitting / receiving unit 50 of the trade order management apparatus 40 (S462). The confirmation data transmitting / receiving unit 50 reads out the partial voice data of the order condition corresponding to the received call ID and information indicating the order condition from the call voice data DB 46 (S463), and transmits it to the administrator terminal 30 (S464). The administrator terminal 30 receives the partial voice data from the confirmation data transmitting / receiving unit 50, extracts the voice data included in the partial voice data by the control means, and outputs the voice data as a voice to reproduce the call. The manager confirms the contents of the order conditions of the sales order in the telephone call between the customer and the customer (S465). When the administrator determines that the contents of the order condition indicated by the order data displayed on the confirmation screen match the call contents indicated by the partial voice data, the administrator approves the authorization information for the item of the order condition. The button is operated to input (S466: Yes). On the other hand, if the administrator determines that the content of the order condition indicated by the order data does not match the content of the call reproduced in the partial audio data (S466: No), the order data corresponding to the item of the order condition The order information is corrected (S467), and the authorization information for the item for which the correction is input is input by operating the authorization button for the item (S466: Yes). Such processing from S461 to S467 is performed for each item (brand code, trade classification, order quantity, order price) of the order condition (S468). When the authorization information is input for all items, the administrator terminal 30 transmits / receives the confirmation information, the order ID, the order data, and the person in charge of buying and selling together with the manager ID to the confirmation order data transmission / reception device 40 It transmits to the part 50 (S432). The order data to be transmitted is the corrected order data when the administrator inputs an order to correct the order details, and the original order data when the input is not corrected by the administrator. Yes, the order data displayed on the confirmation screen is sent.

  FIG. 20 is an explanatory diagram showing an example of a confirmation screen displayed on the administrator terminal 30 in S420 of the flowchart of FIG. In the present embodiment, the confirmation screen is provided with display buttons for order condition items of buy and sell orders, and the administrator clicks these display buttons with a mouse to select and input the corresponding buttons. The partial voice data of the order condition is output as a voice from the administrator terminal 30 and is played back. In addition, an authorization button is displayed in association with the order condition item of the buy / sell order, and when the authorization button is clicked with the mouse to select and input, the authorization information for the order condition item is input. It has become. In addition, the brand code, trading category, order quantity, and order price are displayed in a state where they are input in a combo box that is an input field, and are displayed in a format that allows correction input. In the confirmation screen of FIG. 20, as an example, the order input person “00123 (Taro Yamada)”, the customer name “XXX Corporation (03-XXXXXX-ΔΔΔΔ)”, and the status “Applying” ”, Authorization slip ID“ N0001 ”, order entry time“ September 1, 2006, 8:57:10 ”, brand code display button, brand code“ XXXXX ”, type“ consignment ”, trading category Display button, buy / sell classification “buy”, quantity display button, order quantity “10,000 shares”, order price display button, order price “1,600 yen”, order ID “B0001” are displayed, The “Brand Code” display button is an input button (call playback button) for outputting partial voice data related to the brand code, and the “Buying and Selling Category” display button outputs partial voice data related to the trading category. Input button for The “Quantity” display button is an input button (call playback button) for outputting partial voice data related to the order quantity, and the “Order price” display button is It is an input button (call playback button) for outputting partial voice data relating to the order price, and an authorization button for inputting authorization information is displayed in association with each button. According to this embodiment, the same effect as that of the first embodiment can be obtained.

  The present invention is not limited to the above-described embodiments, and various modifications can be made without departing from the spirit of the present invention.

It is the schematic for demonstrating an example of the structure of the trading order processing system of the securities which concerns on 1st Embodiment. It is a block diagram which shows an example of a structure of the trading order management apparatus 40 which concerns on 1st Embodiment. It is explanatory drawing which shows an example of a data structure of customer DB43 in a table format. It is explanatory drawing which shows an example of the data structure of telephone call voice data DB46 which concerns on 1st Embodiment in a table format. It is explanatory drawing which shows an example of a data structure of order data DB56 in a table format. It is a flowchart for demonstrating an example of the processing operation of a trade order processing system. It is a flowchart for demonstrating an example of the acquisition process of order data in the buying and selling order processing system which concerns on 1st Embodiment, and is a flowchart for demonstrating an example of acquisition process S2 of the order data in the flowchart of FIG. It is explanatory drawing which shows an example of the order input screen displayed on the salesperson terminal 10. It is a flowchart for demonstrating an example of the confirmation process of order data in the trade order processing system which concerns on 1st Embodiment, and is a flowchart for demonstrating an example of confirmation process S4 of the order data in the flowchart of FIG. It is explanatory drawing which shows an example of the list screen of the authorization slip displayed on the administrator terminal. 6 is an explanatory diagram illustrating an example of a confirmation screen displayed on an administrator terminal 30. FIG. It is a flowchart for demonstrating an example of the order processing in the trading order processing system which concerns on 1st Embodiment, and is a flowchart for demonstrating an example of order processing S6 in the flowchart of FIG. It is a flow chart for explaining an example of processing operation of a trade order processing system concerning a 2nd embodiment. It is a block diagram which shows an example of a structure of the trade order management apparatus of the trade order processing system which concerns on 3rd Embodiment. It is a flowchart for demonstrating an example of the confirmation process of order data in the buying and selling order processing system which concerns on 3rd Embodiment, and is a flowchart for demonstrating an example of confirmation process S4 of the order data in the flowchart of FIG. It is explanatory drawing which shows an example of a data structure of telephone call voice data DB which concerns on 3rd Embodiment in a table format. It is a block diagram which shows an example of a structure of the trade order management apparatus of the trade order processing system which concerns on 4th Embodiment. It is a flowchart for demonstrating an example of the confirmation process of order data in the buying and selling order processing system which concerns on 4th Embodiment, and is a flowchart for demonstrating an example of confirmation process S4 of the order data in the flowchart of FIG. It is explanatory drawing which shows an example of a data structure of telephone call voice data DB which concerns on 4th Embodiment in a table format. It is explanatory drawing which shows an example of the screen for a confirmation displayed on an administrator terminal by S420 of the flowchart of FIG.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 10 ... Trading person terminal, 20 ... Telephone, 30 ... Manager terminal, 40 ... Trading order management apparatus, 43 ... Customer DB, 44 ... Call ID provision part (call identification information provision part), 46 ... Call voice data DB, 48: Screen data transmission unit (order input screen data transmission unit, order screen data transmission unit), 49: Screen data DB, 50: Confirmation data transmission / reception unit, 52: Confirmation condition DB, 53: Administrator DB, 54: Order ID giving unit (order identification information giving unit), 56 ... order data DB (order data storage unit, identification information storage unit), 58 ... order processing unit, 80 ... trading system (trade market system).

Claims (9)

A trading order management device connected to a telephone and a terminal device of a sales representative who receives a trading order of securities from a customer, and manages a trading order of the securities from the customer,
Order input screen data for displaying the order input screen by transmitting the input screen data, which is the screen data of the order input screen for inputting order data indicating the contents of the trading order of securities, to the terminal device of the person in charge of sales A transmission unit;
The terminal of the salesperson's terminal device by the salesperson who has received a trading order for the securities from the customer through a telephone call between the salesperson and the customer made through the telephone of the salesperson. Order data indicating the order contents of the securities entered on the order entry screen is received from the terminal unit of the person in charge of purchase and sale, order identification information for identifying the received order data is generated, and order identification information is retained An order identification information giving unit that holds the order identification information and the order data in association with each other and stores them in the order data storage unit;
Generating call identification information for identifying a telephone call between the salesperson and the customer based on information indicating a call start between the salesperson and the customer from the telephone of the salesperson. The call identification information is held in the call identification information holding means, and the call voice data indicating the content of the telephone call between the trader and the customer is received from the buyer's telephone, and the call voice data and the A call identification information assigning unit that associates the call identification information and stores the call identification information in the call voice data storage unit;
A trading order management comprising: an identification information storage unit that stores the order identification information held in the order identification information holding unit and the call identification information held in the call identification information holding unit in association with each other. apparatus. The order identification information adding unit is provided by the salesperson who has received a trading order for the securities from the customer through a telephone call between the salesperson and the customer made through the telephone of the salesperson. Receives order data indicating the order contents of the securities input on the order input screen of the salesperson terminal device together with the salesperson identification information for identifying the salesperson from the salesperson terminal device. The order identification information for identifying the received order data is generated, the order identification information and the salesperson identification information are associated with each other and held in the order identification information holding means, the order identification information and the order Store the data in the order data storage
The call identification information giving unit transmits information indicating start of telephone call of the telephone call between the salesperson and the customer and the salesperson identification information for identifying the salesperson. Generating call identification information for identifying a telephone call between the sales representative and the customer based on the information indicating the start of the call and the sales representative identification information from the call identification information and the sales representative The caller identification information is associated and held in the call identification information holding means, and the call voice data indicating the contents of the telephone call between the salesperson and the customer and the salesperson identification information of the salesperson are transmitted. Call voice data indicating the content of the telephone call and the salesperson identification information are received from the telephone of the salesperson, and the call identification information holding means is associated with the received salesperson identification information. In association with lifting said call identification information and the call voice data stored in the call voice data storage unit,
The identification information storage unit stores the call identification information held in the call identification information holding unit in association with the purchaser identification information and the order identification information holding unit in association with the purchaser identification information. The trading order management apparatus according to claim 1, wherein the order identification information held is stored in association with each other. Receiving the order data of the trading order and the order identification information of the trading order from the order identification information adding unit, generating order display screen data which is screen data of an order display screen for displaying the order data of the trading order, and generating A confirmation data transmission unit that transmits the order display screen data and the order identification information of the buy / sell order to a terminal device of an administrator, the data being stored in the identification information storage unit in association with the order identification information A confirmation data transmission unit that reads out the call voice data corresponding to the call identification information from the call voice data storage unit, transmits the call voice data to the terminal device of the manager, and outputs the voice;
When the confirmed information indicating that the administrator has confirmed the contents of the order data and the call voice data and the order identification information of the trading order are received from the terminal device of the manager, the order instruction for the trading order is received. An ordering screen data transmitting unit for transmitting ordering screen data which is screen data of an ordering screen for inputting information indicating order information and order identification information of the trading order to the terminal device of the person in charge of trading,
Information indicating an order instruction for the trading order and order identification information of the trading order are received from the terminal device of the person in charge of trading, and the order stored in the order data storage unit in association with the received order identification information The trading order management apparatus according to claim 1, further comprising: an ordering processing unit that performs ordering processing of the trading order by transmitting data to the market trading system for securities. Receiving the order data of the trading order and the order identification information of the trading order from the order identification information adding unit, generating order display screen data which is screen data of an order display screen for displaying the order data of the trading order, and generating A confirmation data transmission unit that transmits the order display screen data and the order identification information of the buy / sell order to a terminal device of an administrator, the data being stored in the identification information storage unit in association with the order identification information A confirmation data transmission unit that reads out the call voice data corresponding to the call identification information from the call voice data storage unit, transmits the call voice data to the terminal device of the manager, and outputs the voice;
Confirmed information indicating that the administrator has confirmed the contents of the order data and the call voice data and the order identification information are received from the administrator's terminal device and associated with the received order identification information. 3. The order processing unit further comprising: an order processing unit that performs order processing of the buy / sell order by transmitting the order data stored in the order data storage unit to the market trading system for securities. The sales order management device described. The confirmation data transmission unit includes the terminal device of the manager that stores the call identification information stored in the identification information storage unit in association with the order display screen data, order identification information of the buy / sell order, and the order identification information. And when the call identification information is returned from the manager's terminal device, the call voice data corresponding to the call identification information from the manager's terminal device is sent from the call voice data storage unit. It reads and transmits to the said manager's terminal device. The buying and selling order management apparatus as described in any one of Claims 3-4 characterized by the above-mentioned. The call voice data indicating the contents of the telephone call between the sales representative and the customer is data in which the call time of the telephone call is associated with the voice data indicating the voice of the telephone call at the call time. Yes,
Extracting the call time of the telephone call and the voice data indicating the voice of the telephone call at the call time from the call voice data indicating the contents of the telephone call between the sales representative and the customer, and extracting the telephone A voice character conversion unit that converts voice data of a call into character data and associates it with a call time of the telephone call and stores it in a character data storage unit;
A plurality of character strings indicating the contents of the order conditions included in the order data stored in the order data storage unit are searched from the character data stored in the character data storage means, and corresponding to the searched character strings A time detection unit for detecting a call time when a call corresponding to the character string is performed by acquiring a call time to be performed from the character data storage unit;
The confirmation data transmission unit is transmitted when the telephone call is reproduced by transmitting the call voice data to the manager's terminal device and outputting the voice data included in the call voice data. When the call time of the telephone call corresponding to the voice data indicating the voice of the telephone call included in the call voice data matches the call time detected by the time detection unit, the administrator's terminal The display order on the order display screen of the apparatus is changed for a predetermined time. The buying and selling order management apparatus according to any one of claims 3 to 5. The call voice data indicating the contents of the telephone call between the sales representative and the customer is data in which the call time of the telephone call is associated with the voice data indicating the voice of the telephone call at the call time. Yes,
Extracting the call time of the telephone call and the voice data indicating the voice of the telephone call at the call time from the call voice data indicating the contents of the telephone call between the sales representative and the customer, and extracting the telephone A voice character conversion unit that converts voice data of a call into character data and associates it with a call time of the telephone call and stores it in a character data storage unit;
A plurality of character strings indicating the contents of the order conditions of the order data stored in the order data storage unit are searched from the character data stored in the character data storage means, and a call time corresponding to the searched character string Is detected from the character data storage means, and a part corresponding to the call time of each of the plurality of character strings indicating the contents of the order condition from the call voice data stored in the call voice data storage unit. The partial voice data extraction unit that extracts the partial voice data and stores the partial voice data in the call voice data storage unit.
The confirmation data transmitting unit is configured to select the selected order from the administrator terminal device when an order condition of the buy / sell order is selected by an input operation of the administrator on the order display screen of the administrator terminal device. Receives information indicating the condition, reads out the partial voice data of the selected order condition from the call voice data storage unit based on the received information indicating the selected order condition, and transmits it to the terminal device of the administrator 6. The buying and selling order management apparatus according to claim 3, wherein the voice data included in the partial voice data is output as a voice to reproduce the telephone call of the order condition. The order data indicating the contents of the buy / sell order includes brand identification information of the buy / sell order, trade classification, order quantity, and order price as order conditions,
The confirmation data transmitting unit is configured to send the order data and the call voice data when a value obtained by multiplying the order quantity and the order price is a predetermined value or more, or when the order quantity satisfies a predetermined condition. The trading order management device according to claim 3, wherein the trading order management device is transmitted to a terminal device of an administrator.   A program for causing a computer to function as the trade order management device according to any one of claims 1 to 8.

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