| 摘要 |
<p>PURPOSE:To generate a minute proposal considering the need of a customer by extracting a countermeasure plan against inheritance tax by means of technical knowledge based on customer data, indicating the extraction cause and automatically generating the proposal based on the trial result of the selected countermeasure plan so as to edit it. CONSTITUTION:When a user inputs inheritance data of the customer by using an inheritance tax data collection means in an inheritance tax countermeasure processing part 11, the inheritance tax countermeasure plans which become candidates in the order of high countermeasure effect are generated and extracted based on inheritance data and the knowledge base of a taxation business countermeasure, which is previously stored inside. When the user selects one or plural plans, the selected candidates are tried, the approximated inheritance tax amount and tax funds before and after trial are collated. Thus, the proposal of the inheritance tax countermeasure is automatically generated based on the candidate, and the extraction cause is explained. In such a case, it is stored in an inheritance tax countermeasure plan file 15, is collated in an inheritance tax countermeasure proposal editing part 16, and it is readjusted and edited by the user. Thus, the minute proposal corresponding to the request of the user can be generated.</p> |
