Administration planning system

• US 20030225664A1
• Filed: 04/07/2003
• Published: 12/04/2003
• Est. Priority Date: 06/03/2002
• Status: Active Grant

• Current Assignee: Chugoku Electric Power Company Incorporated, Mitsubishi Denki Kabushiki Kaisha (Mitsubishi Electric Corporation)
• Original Assignee: Chugoku Electric Power Company Incorporated, Mitsubishi Denki Kabushiki Kaisha (Mitsubishi Electric Corporation)
• Inventors: Hirai, Kenji, Ohno, Hiroaki, Shiromaru, Isao
• Granted Patent: US 7,139,735 B2
• Time in Patent Office: Days
• US Class Current: 705/36
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 40/08 Insurance
• CPC Class Codes: Y02P 90/80 Management or planning

Abstract

A production plan and a planning work to run resources for productions are so independent as to make it difficult to make an optimum administration plan as the entire enterprise activities. In a system for making an administration plan by a computer, an administration planning system comprises an inputting function, a risk calculating function, an optimizing function and an outputting function. The optimizing function makes the administration plan by optimizing and adjusting the distribution between the investment levels to plural investment item and the risk levels for a planning term.

Claims

1. An administration planning system for making an administration plan by a computer, the administration planning system comprising:

an inputting function to input a planning term and plural investment items, and to input investment levels to each of the investment items for the planning term;

a risk calculating function to calculate risk levels for each of the investment items on the basis of a correlation between the investment level to each of the investment items and a risk percentage corresponds to its investment level;

an optimizing function to make the administration plan including an optimized investment levels and an optimized risk levels by optimizing and adjusting the distribution of the investment levels to the investment items and the risk levels calculated by said risk calculating function for the planning term, and

an outputting function to output the optimized investment level and the optimized risk level for each of the investment items on the basis of the administration plan made by the optimizing function.

2. The administration planning system according to claim 1, wherein each of the investment items is divided into an upper hierarchy and a lower hierarchy, and the optimizing function makes the administration plan having an upper administration plan including upper optimized investment levels and upper optimized risk levels corresponds to each upper hierarchies and a lower administration plan including lower optimized investment levels and lower optimized risk levels corresponds to each lower hierarchies, and wherein the upper administration plan is used as constraining conditions in the optimizing function for making the lower administration plan.

3. The administration planning system according to claim 1, wherein each of the investment items is divided into an upper hierarchy and a lower hierarchy, and wherein the risk percentage in each of the upper hierarchies is calculated by using the risk percentage in its lower hierarchies.

4. The administration planning system according to claim 3, wherein the construction of the upper hierarchy and the lower hierarchy to each of the investment items is formed as a block diagram and outputted by the outputting function.

5. The administration planning system according to claim 1, wherein the individual data of the past investment level and the risk percentage corresponds to each investment items are inputted by the inputting function, and wherein the correlation between the past investment level and the past risk percentage is calculated by a statistical method.

6. The administration planning system according to claim 1, wherein the distribution of the investment levels and the risk levels is optimized and adjusted to make the administration plan by constraining at least one of the investment levels and the risk levels arbitrarily.

7. The administration planning system according to claim 1, wherein the administration plan is made by weighting at least one of the investment levels and the risk levels for each of the investment items, and by optimizing and adjusting the distribution of the investment levels and the risk levels by the designated weighting.

8. The administration planning system according to claim 1, further comprising a retrieving function to retrieve a past administration plan example similar to the designated combination of the investment items and the planning term, wherein the administration plan is made by bringing the distribution between the investment levels and the risk levels of the past administration plan example into an initial state and by optimizing and adjusting the combination of the distribution between the investment levels and the risk levels from the initial state.

9. The administration planning system according to claim 1, wherein the calculating procedure for optimizing the distribution between said investment levels and said risk levels by the optimizing function is outputted by the outputting function.

10. The administration planning system according to claim 1, wherein the correlation between the investment level and risk level is diagrammed and outputted by the outputting function.

11. The administration planning system according to claim 1, further comprising:

a function to acquire data at a predetermined period from a data managing system for storing at least the data of the risk percentage;

a function to extract the administration plan, which has to be re-calculated, automatically in case the risk percentage data are altered;

a function to execute the making of the optimum administration plan on the basis of the value of the risk percentage data altered with respect to the extracted administration plan; and

a function to provide a detailed cost management system for calculating the investment costs when a total expense is given, with automatically altered data in case the investment obtained as the optimum solution of the administration plan is altered.

12. The administration planning system according to claim 1, further comprising a result index calculating function to calculate a business index data for the planning term depends on at least market prediction data constructed of a business income and a business expense, and the investment levels of the administration plan made by the optimizing function.

13. The administration planning system according to claim 1, wherein a first investment levels defining a relation to the rise of the risk percentage for the continuation of each of investments, and a second investment levels defining a relation to the fall of the risk percentage before and after each of investments are inputted to each of investment items, and wherein the optimizing function includes a function to calculate optimized combination levels to minimize the sum of the investment sum and the risk sum for the planning term, from the combinations of the first investment level and the second investment level.

14. The administration planning system according to claim 6, wherein said optimizing function includes a function to calculate an expense against a constraint on the basis of a difference from an upper limit and a lower limit determined by the constraint, in case at least one of the constraint to the investment level and the constraint to the risk level is not satisfied.

15. The administration planning system according to claim 1, wherein the optimizing function includes a function to calculate the combination of investment levels for minimizing the total expense, by using the taboo searching method.