JP6932071B2 - Sales support system for structured bonds - Google Patents

Description

The present invention relates to a sales support system for structured bonds, and more particularly to a sales support system for easily recognizing setting conditions for structured bonds.

[Conventional technology]
The conventional sales support system uses a CRM (Customer Relationship Management) system in which a company centrally manages relationships with customers as customer information in a database, and customer attribute information and customers created as daily reports by customer responders. It is used to memorize the contact information of the company and promote sales activities.

In the bond market, there are "structured bonds" that have a special mechanism that ordinary bonds do not have.
Structured bonds are bonds with a structure that generates cash flows that meet the needs of investors and issuers by using derivatives (financial derivatives) such as swaps and options.

With such a structure, structured bonds can set conditions such as maturity, coupons (interest), and redemption money relatively freely according to the needs of investors and issuers.
In addition, there are multiple markets for structured bonds in each country, and arranger securities companies are free to add or remove markets.
Therefore, it is difficult for the sales staff of the securities company, which is the sales company, to grasp the setting conditions of each structured bond, and the sales staff should make inquiries to the head office that knows the setting conditions every time they sell to customers. It was.

[Related technology]
As a related prior art, there is Japanese Patent Application Laid-Open No. 2012-234269, “Customer Response Management System” (Patent Document 1).
Patent Document 1 discloses a customer correspondence management system capable of efficiently examining the contents stored in the CRM system and the contents stored in the call recording device.

Japanese Unexamined Patent Publication No. 2012-234269

However, the conventional sales support system has a problem that it is not possible to easily grasp the setting conditions and the like for structured bonds having a complicated structure.
It should be noted that Patent Document 1 does not disclose the technical content for solving the above problems.

The present invention has been made in view of the above circumstances, and by displaying the issue information related to complicated structured bonds on the customer's deposit details and transaction details, the salesperson can grasp and the conditions of the structured bonds can be easily grasped. The purpose is to provide a sales support system.

The present invention for solving the problems of the above-mentioned conventional example is a sales support system that manages customer information and sales information, and is a database that stores customer information and sales information, and customer information by accessing from a terminal device. It is equipped with an AP server that provides sales information and a data acquisition server that imports the issue data and setting condition data of structured bonds that correspond to customer information in the database, and the AP server responds to customer information of a specific customer from the terminal device. When there is a request to refer to the deposit details, the issue data of the structured bond for the deposited issue of the customer is displayed and output to the terminal device in a form that can be discriminated as the structured bond, and the reference request for the setting condition data for the issue data of the structured bond from the terminal device. If there is, it is characterized in that the setting condition data corresponding to the issue data of the structured bond is displayed and output to the terminal device.

The present invention is a sales support system that manages customer information and sales information, and includes a database that stores customer information and sales information, an AP server that provides customer information and sales information by access from a terminal device, and a database. It is equipped with a data acquisition server that captures the issue data of the structured bond corresponding to the customer information and the setting condition data, and when the AP server receives a reference request for the transaction details corresponding to the customer information of a specific customer from the terminal device, the customer concerned. The issue data of the structured bond is displayed and output to the terminal device in a form that can be discriminated as the structured bond, and when the terminal device requests to refer to the setting condition data for the issue data of the structured bond, it corresponds to the issue data of the structured bond. It is characterized in that the setting condition data to be set is displayed and output to the terminal device.

In the above-mentioned sales support system, in response to a reference request for setting condition data from a terminal device, the AP server determines the data of various conditions of structured bonds, the data of the determination date of early redemption, or the determination of the interest payment date. The feature is that the day data is selectively displayed on the terminal device.

In the above-mentioned sales support system, in response to a search request for structured bond issue data from a terminal device, the AP server stores the structured bond issue information for which the structured bond issue has been deposited as of the previous day. It is characterized in that a separate search is performed and the search result is displayed and output to the terminal device.

In the above-mentioned sales support system, in the above-mentioned sales support system, the AP server aggregates the structured bond income data for each department, section, or operator in response to a reference request for the structured bond income data from the terminal device, and makes the terminal device. It is characterized by displaying and outputting.

According to the present invention, when the AP server receives a request from the terminal device to refer to the deposit details for the deposited issue corresponding to the customer information of a specific customer, the issue data of the structured bond for the deposited issue of the customer can be determined as the structured bond. Since it is a sales support system that displays and outputs to the terminal device in the form, and when the terminal device requests to refer to the condition data for the brand data of the structured bond, the condition data corresponding to the brand data of the structured bond is displayed and output to the terminal device. This has the effect of allowing sales staff to grasp the details of deposits related to complicated structured bonds and easily grasping the conditions of structured bonds.

It is a block diagram of the structure of this system. It is a flowchart which shows the display process of this system. It is a schematic diagram which shows the deposit detail screen. It is a schematic diagram which shows the transaction detail screen. It is a schematic diagram which shows the condition screen. It is a schematic diagram which shows the determination date screen. It is a schematic diagram which shows the structured bond issue search screen. It is a schematic diagram which shows the structured bond issue search result screen. It is a schematic diagram which shows the structured bond profit data reference screen.

Embodiments of the present invention will be described with reference to the drawings.
[Outline of Embodiment]
In the sales support system according to the embodiment of the present invention, when the AP server receives a reference request for a deposit statement or a transaction statement reference request corresponding to the customer information of a specific customer from the terminal device, the deposit brand or transaction of the customer. About the issue The issue data of the structured bond is displayed and output to the terminal device in a form that can be identified as the structured bond, and when the terminal device requests to refer to the setting condition data for the issue data of the structured bond, the setting corresponding to the issue data of the structured bond. It is a sales support system that displays and outputs condition data on a terminal device, and allows a salesperson to grasp deposit details and transaction details related to complicated structured bonds, and can easily grasp the conditions of structured bonds.

In particular, in the sales support system according to the embodiment of the present invention, the set condition data can be referred to by displaying the structured bond brand on the normal CRM screen displayed and output by the AP server to the terminal device. Therefore, as a salesperson, the conditions of the structured bond can be easily known without inquiring the conditions to the head office, etc., and the head office side can be eliminated from the complexity of responding to inquiries.

[This system: Fig. 1]
The sales support system (this system) according to the embodiment of the present invention will be described with reference to FIG. FIG. 1 is a block diagram of the configuration of this system.
As shown in FIG. 1, this system basically has an AP (Application) server 1, a CRM database (DB) 2, a data acquisition server 3, and a terminal device 4, and each device is connected to a network 5. Is connected.

[Each part of this system]
Next, each part of this system will be specifically described.
The AP server 1 is a processing device of a computer, and includes a control unit, a storage unit, and an interface unit connected to the network 5.
Then, the AP server 1 accesses the customer information of the CRMDB2, provides the customer information to the terminal device 4, stores the sales activity information input from the terminal device 4 in the CRMDB2, and causes the terminal device 4 to perform the sales activity. Provide information.

The CRMDB2 is a storage device that stores data, and includes a control unit, a storage unit, and an interface unit that connects to the network 5.
Then, the CRMDB2 stores customer-related information as well as information on sales activities and the like.
Further, in CRMDB2, the issue data of the structured bond and the condition data are stored in association with the customer code.

The data acquisition server 3 is a computer processing device, and includes a control unit, a storage unit, and an interface unit connected to the network 5.
The data acquisition server 3 is generally a server having a function of importing a data file such as a CSV (Comma Separated Value) file in a corporate information system and distributing the data file to each system. In particular, this system takes in data related to structured bond issues (structured bond issue data), structured bond conditions, judgment date data (setting condition data), converts CSV data, and sets it in CRMDB2. Stores bond issue data and setting condition data.

The terminal device 4 is a computer device, includes a control unit, a storage unit, an interface unit, a display unit, and an input unit, and is connected to the network 5.
Here, the terminal device 4 of the head office registers the brand data and the condition data of the structured bond in the data acquisition server 3, and also converts the brand data and the condition data of the structured bond registered in the data acquisition server 3. Outputs the instruction to be stored in CRMDB2.

Further, the terminal device 4 of the branch office accesses the AP server 1, displays customer information and business information, and displays brand data and setting condition data of structured bonds.
As a result, the terminal device 4 of the branch office can be confirmed on the CRM screen from the AP server 1 without inquiring the head office about the conditions of the structured bond by telephone.

[Processing in this system]
Next, the processing in this system will be described.
In this system, setting condition import processing, deposit details linkage processing, transaction details linkage processing, setting condition setting processing, structured bond issue search processing, structured bond revenue registration processing, structured bond revenue data reference processing, etc. are performed. These processes are executed by each function realization means by the program running on each server.
Hereinafter, each process will be specifically described.

[Setting condition import processing]
The setting condition import process is performed by the data import server 3, and the instruction to store the brand data and the condition data of the structured bond registered in the data import server 3 from the terminal device 4 of the head office in CRMDB2 is data. When the data is output to the acquisition server 3, the data acquisition server 3 converts the issue data and the condition data of the structured bond for CRMDB2, outputs the data to CRMDB2, and stores the data. The data conversion is specifically to convert to a CSV file, and the converted data cooperates with CRMDB2.
The means for realizing the processing programmatically is referred to as "setting condition import processing means".

[Custody details linkage processing]
The deposit details linkage process is a process that is executed by a program process on the AP server 1 and displays and outputs the deposit details screen on the display unit of the terminal device 4 of the head office or branch office. It is executed when an instruction or data is input from the input unit of the terminal device 4.

Specifically, the deposit statement linkage process is a deposit statement screen that displays the issues held (deposited) corresponding to the customer code, and among the multiple issue codes displayed, the conditions of structured bonds, etc. The registered (set) issue code (structured bond issue code) is displayed as an anchor, the issue code and the setting condition data are linked (linked), and when the displayed anchor part is clicked, the structured bond of the issue code is displayed. You can move to the screen of the setting conditions of.
A means for realizing the processing by a program is referred to as a "deposit details cooperation processing means". The deposit details screen provided by the deposit details linkage processing means will be described later.

[Transaction statement linkage processing]
The transaction details linkage process is a process that is executed by a program process on the AP server 1 and displays and outputs a transaction details screen on the display unit of the terminal device 4 of the head office or branch office, similarly to the deposit details linkage process. It is executed when an instruction or data is input from the input unit of the terminal device 4.

Specifically, in the transaction detail linkage process, the terms and conditions of the structured bond are registered among the plurality of displayed issue codes on the transaction statement screen that displays the issues that have been traded corresponding to the customer code. The (set) issue code (structured bond issue code) is displayed as an anchor, and when the issue code and condition data are linked (linked) and the displayed anchor part is clicked, the structured bond of the issue code is displayed. You can move to the setting condition screen.
The means for realizing the processing programmatically is referred to as "transaction statement linkage processing means". The transaction details screen provided by the transaction details linkage processing means will be described later.

[Setting condition setting process]
The setting condition setting process is executed by the program process on the AP server 1, and the set condition data and the structure of the structured bond imported into the CRMDB2 by the setting condition import process by the operation from the terminal device 4 of the head office. By linking with the issue code of the bond issue and clicking the anchor display of the structured bond issue code, the setting condition data can be easily referred to.

Specifically, regarding the setting conditions, "conditions", "judgment date (pre-deadline redemption date)", and "judgment date (interest payment date)" can be selectively switched and displayed by tab display.
Specific items of various conditions can be displayed / hidden depending on the setting contents of the CSV file.
The means for realizing the processing programmatically is referred to as "setting condition setting processing means". The conditions screen and the like provided by the setting condition setting processing means will be described later.

[Structured bond issue search process]
The structured bond issue search process is executed by a program process on the AP server 1, and as of the day before, the structured bond issue for which various conditions are registered according to the search instruction from the terminal device 4 of the head office or branch office. This is a list search of structured bond issue information for which deposits have occurred by department store. The search results can also be displayed on the screen and output in CSV format.
The means for realizing the processing programmatically is referred to as "structured bond issue search processing means". The structured bond issue search screen provided by the structured bond issue search means will be described later.

[Structured bond revenue registration process]
The structured bond revenue registration process is executed by a program process on the AP server 1, and the file is sent to CRMDB2 by an instruction to upload a file of structured bond revenue data for each transaction item from the terminal device 4 of the head office or branch. To upload.
Specifically, the department store fee and contract amount of the transaction details are uploaded daily.
The details of the structured bond revenue data uploaded and registered can be output in CSV format on a recording date basis.
The means for realizing the processing programmatically is referred to as "structured bond revenue registration processing means".

[Structured bond revenue data reference processing]
The structured bond profit data reference processing is executed by the program processing on the AP server 1, and the structured bond profit data is stored in the department store according to the input items on the structured bond profit data reference screen of the terminal device 4 of the head office or the branch. The calculation is performed for each section and operator, and is displayed and output to the terminal device 4.
The means for realizing the processing programmatically is referred to as "structured bond revenue data reference processing means". The structured bond revenue data reference screen provided by the structured bond revenue data reference processing means will be described later.

[CRM normal screen]
Here, the CRM normal screen provided by the AP server 1 to the terminal device 4 will be described.
On the CRM normal screen (initial screen after login), the menu bar is displayed at the top of the screen, and you can refer to customer information and enter sales activity records from the selection items on the menu bar of this system. It has become like.
In particular, in the menu bar, it is possible to search for structured bond issues, refer to structured bond revenue data, register structured bond revenue, and the like according to the user's authority. In addition, it is possible to select either a deposit statement or a transaction statement.

[Display flow of this system: Fig. 2]
Next, the display processing of this system will be described with reference to FIG. FIG. 2 is a flowchart showing the display processing of this system. FIG. 2 shows, in particular, the flow of displaying the deposit details or transaction details of structured bonds and displaying the setting conditions (referred to as “conditions” in FIG. 2).
First, the AP server 1 displays the CRM normal screen on the display unit of the terminal device 4 (S1), and when the customer code is input from the input unit of the terminal device 4 (S2), the deposit details of the structured bond or A selection screen for selecting whether to display any of the transaction details is displayed (S3).

Then, when the display of the deposit details (deposit display) is selected, the screen of the deposit details is displayed (S4). When the display of transaction details (transaction display) is selected, the transaction details screen is displayed (S5).
After that, it is determined whether or not the condition display is instructed (S6), and if the condition display is not instructed (in the case of No), the process returns to process S1.

When the display of conditions is instructed (in the case of Yes), the screen of the details of conditions is displayed (S7).
After that, it is determined whether or not the end instruction on the screen of the terms and conditions has been input (S8), and if the end instruction has not been input (in the case of No), the process returns to process S7 and the end instruction is input (S8). In the case of Yes), the process returns to process S1.

[Custody details screen: Fig. 3]
Next, the deposit details screen displayed in the process S4 in FIG. 2 will be described with reference to FIG. FIG. 3 is a schematic view showing a deposit details screen.
The deposit statement screen displays a list of stocks owned by the customer.
When the deposit details are selected from the screen where you can select the deposit details or transaction details, as shown in FIG. 3, the customer name, the brand code related to the deposit, the brand name, the deposit quantity, and the evaluation are associated with the entered customer code. The amount etc. is displayed.

On the deposit details screen, customer code, customer name, account category, product category, brand code, brand name, deposit category, currency, quantity, redemption date / settlement date, interest payment date, market price, exchange rate, valuation estimate, sale Prohibition etc. is displayed.
In particular, the issue code corresponding to the structured bond is displayed as an anchor (the issue code is underlined and colored), and when the anchor part is clicked, the setting conditions of the structured bond of the relevant issue code are displayed on the screen. It has become. In FIG. 3, the brand code surrounded by a thick frame is displayed as an anchor.

[Transaction details screen: Fig. 4]
Next, the transaction details screen displayed in the process S5 in FIG. 2 will be described with reference to FIG. FIG. 4 is a schematic view showing a transaction details screen.
The transaction details screen displays a list of transactions related to the customer.
When a transaction statement is selected from the screen where you can select whether it is a deposit statement or a transaction statement, as shown in FIG. 4, the customer name, the issue code related to the transaction, the issue name, the contracted amount, etc. are displayed in association with the entered customer code. Is displayed.

On the transaction details screen, customer code, customer name, account classification, contract date, product, transaction type, brand code, brand name, settlement, market currency, quantity in trading, unit price, contract price, exchange rate, commission, delivery amount, etc. Is displayed.
On the transaction details screen, as with the deposit details screen, the issue code corresponding to the structured bond is displayed as an anchor, and when the anchor display is clicked, the setting conditions for the structured bond of the relevant issue code are displayed on the screen. There is.

Transactions that have passed the defined period after redemption will not be displayed as anchors, and the corresponding structured bond setting conditions will be deleted.
When the anchor-displayed portion of the issue code shown in FIGS. 3 and 4 is clicked, a setting condition screen such as various conditions of the structured bond corresponding to the issue code is displayed.

[Setting condition screen]
The setting condition screen will be described.
On the setting condition screen, each display screen of "all", "conditions", "judgment date (advance redemption)", and "judgment date (interest payment date)" is switched and displayed by tabs.
[All display screens]
On the "All" tab display screen, "Conditions", "Judgment date (prepayment date)" and "Judgment date (interest payment date)" are displayed on one screen, and on the other tab display screens, individual contents are displayed. It is supposed to be done.

[Conditions screen: Fig. 5]
The conditions screen will be described with reference to FIG. FIG. 5 is a schematic view showing various condition screens.
The terms and conditions screen displays the terms and conditions of the structured bond corresponding to the issue code of the structured bond.
As shown in Fig. 5, the terms and conditions screen shows the issue code and issue name, structure (structured bond) name and currency, condition determination date, issue date, delivery date, redemption date, etc., as well as interest rates, asset conditions, etc. Is displayed.

FIG. 5 shows the conditions for each conversion destination issue (asset) incorporated in the structured bond, and in the example of FIG. 5, three conversion destination issues A, B, and C are incorporated, respectively. Conditions are stipulated.
At the bottom of the conditions screen, precautions for the conditions are displayed as other 1 to 8.

[Judgment date screen: Fig. 6]
The determination date screen will be described with reference to FIG. 6A and 6B are schematic views showing a determination date screen, in which FIG. 6A is a determination date (prepayment date) and FIG. 6B is a determination date (interest payment date).
As shown in FIG. 6A, on the judgment date (pre-deadline redemption) screen, the pre-deadline redemption judgment price is displayed for the pre-deadline redemption judgment date, the pre-deadline redemption date, the conversion destination stock code and the conversion destination stock name. NS.
As shown in FIG. 6B, on the determination date (interest payment date) screen, the interest rate determination price is displayed for the interest rate, the interest rate determination date, the interest payment date, the conversion destination issue code and the conversion destination issue name.

[Structured bond issue search screen: Fig. 7]
Next, the structured bond issue search screen will be described with reference to FIG. 7. FIG. 7 is a schematic diagram showing a structured bond issue search screen.
The structured bond issue search screen is a screen for inputting search conditions in order to search for structured bonds that match the conditions.
As shown in FIG. 7, the structured bond issue search screen is displayed by selecting "structured bond issue search" from the menu bar of the CRM normal screen.

Specifically, the "condition" and "period" of the search, the "conversion destination issue code", "issuer", "issue code", etc. regarding the issue are entered, and the categories "all", "private sale", "public offering", and the display item " Checks are entered in "Interest rate", "Pre-deadline redemption judgment date", "Pre-deadline redemption date (overseas time (planned))," Interest rate judgment date ", and" Interest payment date ". The bonds are extracted and the display example of FIG. 8 is displayed.

[Structured bond issue search result screen: Fig. 8]
Next, the screen of the result of the search on the search screen of FIG. 7 will be described with reference to FIG. FIG. 8 is a schematic diagram showing a structured bond issue search result screen.
The structured bond issue search result screen displays a list of structured bond issues that match according to the search conditions. FIGS. 8 (a) and 8 (b) are always displayed, and the display items in FIG. 7 are checked. It is displayed selectively according to.
All display examples correspond to the code (brand code) in FIG. 8 (a). Specifically, the first line of the display examples 1 and 2 corresponds to the code "xxx1", the second line corresponds to the code "xxx2", and the third line corresponds to the code "xxx3".

As shown in FIG. 8A, the structured bond issue search result screen shows, as display example 1, as condition items, issue code (code), classification, condition determination date, issue name, balance, issue date, redemption date, and so on. Whether or not knock-in has occurred and whether or not corporate action has occurred are displayed.
There are other display examples that are displayed according to the items checked in the display items of FIG. 7, but they are not shown here.
In the display example 2 of FIG. 8B, the display items are always displayed regardless of the display items of FIG. 7, and are displayed for each asset (conversion destination issue incorporated in the structured bond). In the display example 2, only the asset 1 is displayed.

[Structured bond revenue data reference screen: Fig. 9]
Next, the structured bond revenue data reference screen will be described with reference to FIG. FIG. 9 is a schematic view showing a structured bond revenue data reference screen.
The structured bond revenue data reference screen is a screen for referencing the registered data of the structured bond revenue.
As shown in FIG. 9, the structured bond income data reference screen is displayed by selecting "reference structured bond income data" from the menu bar of the normal screen of the CRM of the terminal device 4 of the branch, and is used to refer to the structured bond income data. The period, analysis unit, and classification are specified, the output unit is also specified, and when the "Search" button is clicked, the lower half screen of FIG. 9 is displayed as the search result.

The analysis unit and classification can be defined from the issue information of structured bonds and the items included in the setting conditions.
In the search example of FIG. 9, the analysis unit is an example in which the classification of public offering / private placement of structured bonds is defined as the analysis unit, and is total, private placement, and sale. The classification is a product classification of structured bonds. This is an example of defining EB bonds and Nikkei link bonds as classifications.

In the screen example of the search result of FIG. 9, the period is 3 months on a monthly basis, and the analysis unit is the total and the classification is all the schemes for all the sections of the specific branch every month.
The total monthly amount of EB bonds and Nikkei Link bonds is the total amount.

[Terminal device authority]
The person who operates the terminal device 4 is given authority, and can finely set the authority to perform each process.
Only the manager who set the conditions of the structured bond should perform the setting condition import processing, the setting condition setting processing, and the structured bond revenue registration processing, and in the structured bond revenue reference processing, the range that can be referred to is limited depending on the occupation. Is.

[Effect of Embodiment]
According to this system, when the AP server 1 receives a reference request for a deposit statement or a transaction statement reference request corresponding to a customer code of a specific customer from the terminal device 4, the structured bond of the deposit issue or transaction issue of the customer is received. The issue data is displayed and output to the terminal device 4 in an anchor format that can be identified as a structured bond, and when the terminal device 4 requests to refer to the setting condition data for the issue data of the structured bond, the setting condition data corresponding to the issue data of the structured bond is received. Is displayed and output to the terminal device 4, so that the salesperson can grasp the deposit details and transaction details regarding complicated structured bonds, and can easily grasp the conditions of the structured bonds.

As a result, for example, a branch office salesperson can check complicated structured bond conditions on the CRM normal screen, so there is no need to inquire the structured bond conditions from the head office, and the head office also responds to inquiries about structured bond conditions. This has the effect of freeing you from the complicated work of answering questions and improving work efficiency.

The present invention is suitable for a sales support system in which a salesperson can grasp the deposit details and transaction details regarding a complicated structured bond and can easily grasp the conditions of the structured bond.

1 ... AP server, 2 ... CRMDB, 3 ... Data acquisition server, 4 ... Terminal equipment, 5 ... Network

Claims (5)

A sales support system that manages customer information and sales information.
A database that stores the customer information and the sales information,
An AP server that provides the customer information and the sales information by accessing from the terminal device,
The database is provided with a data acquisition server that imports the issue data of structured bonds corresponding to the customer information and the setting condition data.
When the AP server receives a reference request for a deposit statement corresponding to the customer information of a specific customer from the terminal device, the AP server displays the brand data of the structured bond for the brand of the customer on the terminal device in a form capable of discriminating it as a structured bond. When there is a request from the terminal device to refer to the setting condition data for the brand data of the structured bond, the business is characterized in that the setting condition data corresponding to the brand data of the structured bond is displayed and output to the terminal device. Support system. A sales support system that manages customer information and sales information.
A database that stores the customer information and the sales information,
An AP server that provides the customer information and the sales information by accessing from the terminal device,
The database is provided with a data acquisition server that imports the issue data of structured bonds corresponding to the customer information and the setting condition data.
When the AP server receives a reference request for transaction details corresponding to customer information of a specific customer from the terminal device, the AP server displays the brand data of the structured bond for the transaction brand of the customer on the terminal device in a form capable of discriminating it as a structured bond. When there is a request from the terminal device to refer to the setting condition data for the brand data of the structured bond, the business is characterized in that the setting condition data corresponding to the brand data of the structured bond is displayed and output to the terminal device. Support system. In response to the reference request for the setting condition data from the terminal device, the AP server outputs the data of various conditions of the structured bond, the data of the determination date of early redemption, or the data of the determination date of the interest payment date to the terminal. The sales support system according to claim 1 or 2, wherein the device is selectively displayed. In response to a search request for structured bond issue data from the terminal device, the AP server searches for structured bond issue information for structured bond issues that has been deposited as of the previous day by department and stores, and searches for the search results. The sales support system according to any one of claims 1 to 3, wherein the display is output to the terminal device. The AP server is characterized in that, in response to a reference request for structured bond revenue data from the terminal device, the structured bond revenue data is aggregated for each department, section, or handler and displayed and output to the terminal device. The sales support system according to any one of claims 1 to 4.

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