JP2017045324A - Data entry system, data input method and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To improve processing efficiency of document data.SOLUTION: A data input system 1 comprises: information holding means (operator information management server 23) for holding level information D1 which expresses a level of each charge person, pieces of execution authority information D2a, D2b which express an execution authority of each level, and distribution rule information D4 which expresses a distribution rule of a superior business charge person for every entry charge person and a kind of a document; narrowing means (entry charge person narrowing means 115 in a reception terminal 100) for narrowing the entry charge person based on the kind of the document which is an input processing target, the level information and the execution authority information; and narrowing means (superior business charge person narrowing means 315 of an entry terminal 31) for narrowing the superior business charge person based on the distribution rule information about the document data which has been subjected to the input processing by the entry charge person.SELECTED DRAWING: Figure 1A

Description

  The present invention relates to a data input system, a data input method, and a program for inputting data based on a form.

  A data input system for inputting data based on a form is widely used in, for example, financial institutions and distribution institutions. For example, in a financial institution, when a transfer process is requested by a customer, a data input system is used (see, for example, Patent Document 1). In the following, an overview of a conventional data input system will be described assuming that a transfer process is performed at a financial institution.

  A data input system used for a transfer process in a financial institution uses a transfer request form (transfer request form) as a process target form. The data input system includes a reception terminal that receives data related to a form (hereinafter referred to as “form data”), and a center apparatus (an exchange server or a terminal) that transmits processing message data generated based on the form data to the processing host. Devices, etc.) are connected via a network. The reception terminal is disposed at each branch office of the financial institution, while the center device is disposed at a centralized center that centrally manages the form data.

  In a sales office of a financial institution, when a transfer process is requested by a customer, an operator of the reception terminal operates the reception terminal to perform a transfer process of the transfer process. At that time, the operator of the reception terminal causes the reception terminal to perform a scanning process (optical reading process) of the transfer request document in which various items are described by the customer. The reception terminal is a terminal device that controls the scanner. The reception terminal is usually composed of a personal computer. The receiving terminal scans the transfer request form to acquire the image data of the transfer request form, recognizes the characters included in the image data, and acquires the character data as the recognition result. The image data and character data of the transfer request form sent to the center apparatus as form data. When the center apparatus receives the form data from the reception terminal, the center apparatus registers the form data in the database of the exchange server that constitutes the center apparatus.

  Thereafter, in a centralized center of a financial institution, an operator of a terminal device (hereinafter referred to as “center terminal”) constituting the center device operates the center terminal to perform predetermined processing on the form data (for example, included in the form data). Entry operation processing that performs correction input operations on the character data that has been entered, verification operation processing that performs verification operations on form data after entry operation processing, and approval operation processing that performs approval operations on form data after verification operation processing) Let the center terminal do it.

  Each time the center terminal performs each process on the form data, the center terminal registers the form data obtained by each process in the database of the exchange server. When the approval transaction process is performed on the form data, the exchange server generates processing message data for causing the processing host to execute the exchange process such as a transfer based on the form data after the approval transaction process. Processing message data is sent to the processing host. As a result, the processing host executes exchange processing such as transfer based on the processing message data.

JP 2012-141927 A

  As described below, the conventional data input system has a problem that it is desired to improve the processing efficiency of the form data.

  For example, a beginner-level operator who has just been assigned to a centralized center is inferior to an expert-level operator or a normal-level operator in the keystroke speed for inputting data and the verification speed for verifying the input data (keystroke content). . Therefore, a beginner-level operator takes time for data input processing and input data verification operation.

  Conventional data input systems have not been configured to deliver form data to the operator in accordance with the processing capability of the operator (for example, keying speed, keying content verification speed, etc.). Therefore, the conventional data input system reads the form data to each operator such as entry work process, verify work process, and approval work process regardless of the processing capability of the operator (for example, the keystroke speed and the keystroke content verification speed). It was delivered sequentially. In such a conventional data input system, the amount of processing varies depending on each operator. Therefore, the processing efficiency of form data tends to be low in terms of the number of keystrokes per day (the number of cases processed).

  The degree of difficulty varies depending on the type of form. In recent years, not only general employees hired for a relatively long period of time but also part-time employees hired temporarily can be assigned to a centralized center. And generally, the execution authority of various business processing with respect to the report data of a part clerk tends to be restricted rather than a general clerk. A conventional data input system has not been configured to distribute form data to an operator according to the degree of difficulty of the form. For this reason, conventional data input systems reduce the processing efficiency of form data by delivering highly difficult form data to operators with low processing capabilities or delivering form data to operators who do not have execution authority. There was something to do.

  SUMMARY An advantage of some aspects of the invention is to provide a data input system, a data input method, and a program that improve the processing efficiency of form data.

  In order to achieve the above object, the first invention performs entry processing of form data by designating an entry person in charge of entry business processing and a higher-level business person in charge of higher-level business processing than the entry business processing. A data input system that includes level information that indicates the level of each person in charge, execution authority information that indicates the execution authority of each level, and rules for assigning higher-level business persons for each type of entry person and form. Information holding means for holding distribution rule information to represent, entry person narrowing means for narrowing down the person in charge of entry based on the type of form to be processed, the level information, and the execution authority information, and For the form data input by the person in charge of entry, based on the distribution rule information, a high-order business person narrowing means for narrowing down the high-order business person in charge; A configuration with.

  This data input system sets the distribution destination when distributing the form data to each operator of entry work processing and its higher-order work (for example, verify work process, approval work process, etc.) It is possible to distribute the form data to an operator suitable for executing each process by performing the process in units of forms according to the level of the operator. Therefore, this data input system can improve the processing efficiency of the form data.

  Further, the second invention uses the data input system including the information holding means, the entry person narrowing means, and the higher-level work person narrowing means, and the entry person who performs the entry work process and the entry work process. This is a data input method that specifies the high-level business person in charge of the high-level business process and performs the form data input process. Level information indicating the level of each person in charge and execution indicating the execution authority of each level Input the authority information and the distribution rule information indicating the distribution rule of the higher-level business person in charge for each type of entry person and form in the information holding means, and input in the entry person narrowing means Based on the type of the form to be processed, the level information, and the execution authority information, the entry person narrowing process for narrowing down the person in charge of entry and the high-level work person narrowing down means For the form data input processed by the entry personnel, based on the sorting rule information, a configuration including a higher operational personnel narrowing step to narrow the upper operational personnel.

  In the third invention, the level information indicating the level of each person in charge and the execution authority information indicating the execution authority of each level are stored in the information holding means, and various transaction processes are performed based on the form. A program for causing a computer to function as a receiving terminal that accepts an entry person who narrows down an entry person who performs an entry operation process based on the type of form to be input, the level information, and the execution authority information To function as a person narrowing down means.

  In addition, the fourth invention provides level information representing the level of each person in charge, execution authority information representing the execution authority of each level, entry person in charge of performing entry work processing, and the type of form for each type of entry work process. A distribution rule information indicating a distribution rule of a high-level business person who performs high-level business processing is a program for causing a computer held in the information holding means to function as an entry terminal for performing the entry business processing, The computer is configured to function as a higher-level business person narrowing means for narrowing down the higher-level business person based on the distribution rule information for the form data input by the entry person.

  According to the present invention, the processing efficiency of form data can be improved.

It is a figure (1) which shows the composition of the data input system concerning an embodiment. It is a figure (2) which shows the composition of the data input system concerning an embodiment. It is a figure (3) which shows the composition of the data input system concerning an embodiment. It is FIG. (4) which shows the structure of the data input system which concerns on embodiment. It is a figure (5) which shows the structure of the data input system which concerns on embodiment. It is a figure (6) which shows the structure of the data input system which concerns on embodiment. It is a figure which shows the organization structure of the concentration center of the financial institution using the data input system which concerns on embodiment. It is a figure which shows the operator level information used by embodiment. It is a figure which shows the execution authority information classified by work used by embodiment. It is a figure which shows the execution authority information classified by form type used by embodiment. It is a figure which shows the keystroke performance information used by embodiment. It is a figure which shows the distribution rule information used by embodiment. It is a figure which shows the form reading screen used by embodiment. It is a figure which shows the entry screen used by embodiment. It is a flowchart (1) which shows operation | movement of the data input system which concerns on embodiment. It is a flowchart (2) which shows operation | movement of the data input system which concerns on embodiment. It is a flowchart (3) which shows operation | movement of the data input system which concerns on embodiment. It is a flowchart (4) which shows operation | movement of the data input system which concerns on embodiment. It is a flowchart (5) which shows operation | movement of the data input system which concerns on embodiment. It is a flowchart (6) which shows operation | movement of the data input system which concerns on embodiment.

  Hereinafter, an embodiment of the present invention (hereinafter referred to as “the present embodiment”) will be described in detail with reference to the drawings. Each figure is only schematically shown so that the present invention can be fully understood. Therefore, the present invention is not limited to the illustrated example. Moreover, in each figure, the same code | symbol is attached | subjected about the common component and the same component, and those overlapping description is abbreviate | omitted.

[Embodiment]
In this embodiment, the distribution destination setting when distributing form data to each operator of entry work processing and higher-order work processing (for example, verification work processing, approval work processing, etc.) is set for each form according to the level of the operator. It is an object to provide a data input system that improves the processing efficiency of form data by performing and distributing the form data to an operator suitable for executing each process.

  Here, “form data” is data including form image data acquired by a scanner and character data obtained as a result of character recognition of characters (including numbers and symbols) included in the form image data. It is. In addition, “an operator suitable for executing each process” is, for example, an operator who has an authority to execute a business process, and has an appropriate processing capability (for example, a keystroke speed or a keystroke content verification speed). ). Here, the description will be made assuming that the operator includes not only a person in the lower layer of the organization but also a person in the upper layer of the organization (for example, the department manager of the centralized center who is the system administrator of the data input system).

<Configuration of data input system>
Hereinafter, the configuration of the data input system 1 according to the present embodiment will be described with reference to FIGS. 1A to 1F. Here, the case where the data input system 1 according to the present embodiment is used for a transfer process in a financial institution will be described.

  1A to 1F are diagrams each showing a configuration of a data input system 1 according to the present embodiment. FIG. 1A shows the overall configuration of the data input system 1. FIG. 1B shows a configuration of the receiving terminal 100 described later. FIG. 1C shows the configuration of the Web server 21 to be described later. FIG. 1D shows a configuration of the exchange server 22 described later. FIG. 1E shows a configuration of an operator information management server 23 described later. FIG. 1F shows a configuration of the entry terminal 31 to be described later.

(System configuration)
As shown in FIG. 1A, the data input system 1 according to the present embodiment is configured to include a device installed in a sales office 10 and a device installed in a centralized center 20, and executes a transfer process. A processing host 40 is connected.

  Examples of devices installed in the business store 10 include a scanner 11 and a reception terminal 100. In the example shown in FIG. 1A, only one scanner 11 and one reception terminal 100 are shown, but a plurality of these may be installed in the sales office 10. The scanner 11 and the reception terminal 100 are communicably connected via a communication line such as a LAN.

  The scanner 11 is a device that executes scan processing (optical reading processing) of the form 50. Here, description will be made assuming that the transfer request form is used as the form 50 to be processed.

  The receiving terminal 100 is a terminal device that controls the scanner 11 and receives various transaction processes based on the form 50. The reception terminal 100 causes the scanner 11 to execute a scan process for the form 50 to acquire the image data of the form 50 and recognizes characters (including numbers and symbols) included in the image data of the form 50. Thus, it has a function of acquiring character data as a recognition result, a function of registering image data and character data of the form 50 in the database 226 (see FIG. 1D) of the centralized center 20 as form data. In the example illustrated in FIG. 1A, the reception terminal 100 is a separate device from the scanner 11, but can be integrated with the scanner 11 into one device.

  The reception terminal 100 is connected to a device (specifically, the Web server 21) of the centralized center 20 via the network 2. In the example illustrated in FIG. 1A, one reception terminal 100 is connected to a device in the centralized center 20, but a plurality of reception terminals 100 may be connected to a device in the centralized center 20. In addition, a plurality of reception terminals 100 installed in a plurality of sales offices 10 may be connected to devices of the centralized center 20. Further, the scanner 11 and the reception terminal 100 can be installed not only in the sales office 10 but also in the centralized center 20. In this case, the scanner 11 and the reception terminal 100 are connected to the equipment of the centralized center 20 in the centralized center 20. Become.

  Devices installed in the centralized center 20 include a Web server 21, an exchange server 22, an operator information management server 23, an entry terminal 31, a verify terminal 32, an approval terminal 33, and a communication gateway 39. In the example shown in FIG. 1A, only one entry terminal 31 and one verification terminal 32 are shown, but a plurality of these are installed in the centralized center 20. In the example shown in FIG. 1A, only one approval terminal 33 is shown, but a plurality of approval terminals 33 may be installed in the centralized center 20. The Web server 21, the exchange server 22, the entry terminal 31, the verify terminal 32, the approval terminal 33, and the communication gateway 39 are communicably connected via a communication line such as a LAN.

  The Web server 21 is a server that transmits information in a WWW (World Wide Web) system. The Web server 21 provides the reception terminal 100 with various display screens (for example, a form reading screen P100 (see FIG. 6) for instructing the scanner 11 to execute the scan processing of the form 50), or the reception terminal 100. From the instruction, input data, form data, etc. input on the display screen. The Web server 21 registers data (particularly form data) acquired from the reception terminal 100 in a database 226 (see FIG. 1D) provided in the exchange server 22.

  The exchange server 22 is a server that registers and manages form data. The exchange server 22 has a function of generating processing message data based on the form data and transmitting it to the processing host 40. Here, “process message data” is exchange settlement data for causing the processing host 40 to execute exchange processing such as transfer. The processing host 40 is a data processing device that executes exchange processing based on processing message data.

  The operator information management server 23 is a server that manages various information related to each operator who is enrolled in the centralized center 20. The operator information management server 23 can be integrated with another server (for example, the exchange server 22).

  The entry terminal 31, the verify terminal 32, and the approval terminal 33 are center terminals that perform predetermined processes related to various business processes on the form data. The entry terminal 31 is a center terminal for entry work processing. The verify terminal 32 is a center terminal for verify operation processing. The approval terminal 33 is a center terminal for approval work processing.

  In the data input system 1 on the assumption that processing errors of form data are surely prevented, a multi-step confirmation process such as data input (entry), verification (verification), and approval is adopted. The entry terminal 31, the verify terminal 32, and the approval terminal 33 are terminal devices for realizing such a confirmation process. In the data input system 1, when the entry terminal 31, the verify terminal 32, and the approval terminal 33 execute the above-described multi-stage confirmation process on the form data, the exchange server 22 generates processing message data based on the form data. .

  The communication gateway 39 is a data processing device that enables communication by mutually converting data with different media and protocols on a network.

(Configuration of reception terminal)
The reception terminal 100, which is a device on the sales office 10 side, is configured by, for example, a personal computer (hereinafter referred to as “PC”). This PC functions as the receiving terminal 100 by executing a control program stored in the storage unit 116. A control program that causes a PC to function as the reception terminal 100 is installed in the reception terminal 100 via a storage medium (not shown), for example. Alternatively, the control program may be stored in advance in a storage unit (for example, the database 226 of the exchange server 22) installed in the centralized center 20 and downloaded from the device to the reception terminal 100. .

  As illustrated in FIG. 1B, the reception terminal 100 includes a communication unit 111, a display control unit 112, an input processing unit 113, a form data acquisition unit 114, an entry person narrowing unit 115, and a storage unit 116. . The display control unit 112, the input processing unit 113, the form data acquisition unit 114, and the entry person narrowing unit 115 execute a control program stored in the storage unit 116 by a CPU (not shown) of the reception terminal 100. Is realized.

The communication unit 111 is a component that executes communication with an external device. The communication unit 111 is composed of, for example, a communication device.
The display control unit 112 is a functional unit that displays an image on a display unit (not shown).
The input processing unit 113 is a functional unit that receives input from an input unit (not shown) such as a keyboard or a mouse.

The form data acquisition unit 114 is a functional unit that acquires form data. The form data acquisition unit 114 includes an image data acquisition unit 114a and a character data acquisition unit 114b.
The image data acquisition unit 114 a is a functional unit that causes the scanner 11 to execute the scan process of the form 50 and acquires the image data of the form 50 from the scanner 11.
The character data acquisition unit 114b is a functional unit that recognizes characters included in the image data acquired by the image data acquisition unit 114a and acquires character data as a recognition result.

  The entry person narrowing unit 115 is a functional means for narrowing down the entry person from among a large number of operators enrolled in the centralized center 20. Here, the “entry person in charge” means an operator who performs entry work processing (specifically, correction input operation for character data included in the form data).

  The storage unit 116 is a storage unit that stores various data and control programs necessary for acquiring form data. The storage unit 116 stores, for example, operator level information D1 (see FIG. 2B) to be described later, execution authority information D2a and D2b (see FIGS. 3A and 3B) to be described later, keystroke record information D3 (see FIG. 4) to be described later. To do. These pieces of information are provided from the operator information management server 23 at an arbitrary timing. Details of such information will be described later.

(Web server configuration)
As illustrated in FIG. 1C, the Web server 21 that is an apparatus on the centralized center 20 side includes a communication unit 211, a Web screen generation unit 212, a data extraction unit 213, and a storage unit 214. The Web screen generation unit 212 and the data extraction unit 213 are realized when a CPU (not shown) of the Web server 21 executes a control program stored in the storage unit 214.

The communication unit 211 is a component that executes communication with an external device. The communication unit 211 is composed of, for example, a communication device.
The Web screen generation unit 212 is a functional unit that generates screen data (hereinafter referred to as “provided screen”) to be provided to the receiving terminal 100 based on screen form information stored in advance in the storage unit 214.

The data extraction unit 213 is a functional unit that extracts form data and the like related to execution of exchange processing such as transfer from various data received from the reception terminal 100. The data extraction unit 213 registers the extracted form data and the like in the database 226 of the exchange server 22.
The storage unit 214 is a storage unit that stores various data and control programs necessary for generating provided screen data.

(Composition of exchange server)
As shown in FIG. 1D, the exchange server 22 which is a device on the centralized center 20 side includes a communication unit 221, an entry operation reception unit 222, a verification operation reception unit 223, an approval operation reception unit 224, a processing message data generation unit 225, and And a database 226. In the entry operation reception unit 222, the verification operation reception unit 223, the approval operation reception unit 224, and the processing message data generation unit 225, a CPU (not shown) of the exchange server 22 executes a control program stored in the database 226. Is realized.

The communication unit 221 is a component that executes communication with an external device. The communication unit 221 is configured with, for example, a communication device.
The entry operation accepting unit 222 is a functional unit that accepts a correction input operation for the form data performed at the entry terminal 31 when executing the entry work process. When a correction input operation is performed on the form data, the entry operation reception unit 222 registers the form data subjected to the correction input operation in the database 226 of the exchange server 22 as entry data.

The verify operation accepting unit 223 is a functional unit that accepts a verify operation for the form data performed by the verify terminal 32 when executing the verify operation process. When a verification operation is performed on the form data, the verification operation receiving unit 223 registers the verified form data in the database 226 of the exchange server 22 as verification data.
The approval operation reception unit 224 is a functional unit that receives an approval operation for the form data performed by the approval terminal 33 when executing the approval job process. When an approval operation is performed on the form data, the approval operation receiving unit 224 registers the form data subjected to the approval operation in the database 226 of the exchange server 22 as approval data.

The processing message data generation unit 225 is a functional unit that generates processing message data for causing the processing host 40 to execute exchange processing such as transfer. The processing message data generation unit 225 generates processing message data based on the approval data registered in the database 226 (form data that has been approved).
The database 226 is storage means for storing various data and control programs necessary for generating the provided screen data. When each process for the form data is performed by the entry terminal 31, the verify terminal 32, and the approval terminal 33, the exchange server 22 registers the form data obtained by each process in the database 226.

(Configuration of operator information management server)
As shown in FIG. 1E, the operator information management server 23 that is a device on the centralized center 20 side includes a communication unit 231, an information management unit 232, and a database 236. The information management unit 232 is realized by the CPU (not shown) of the operator information management server 23 executing a control program stored in the database 236.

The communication unit 231 is a component that executes communication with an external device. For example, the communication unit 231 includes a communication device.
The information management unit 232 manages registration of various types of information in the database 236 and provision of various types of information registered in the database 236 to the receiving terminal 100, the entry terminal 31, the verification terminal 32, the approval terminal 33, and the like. Functional means.

  The database 236 is storage means for storing various data and control programs for realizing delivery of form data to a suitable operator. The database 236 includes, for example, operator level information D1 (see FIG. 2B) to be described later, execution authority information D2a and D2b (see FIGS. 3A and 3B) to be described later, keystroke record information D3 (see FIG. 4) to be described later, Minute rule information D4 (see FIG. 5) and the like are stored. This information will be described later.

(Entry terminal configuration)
As shown in FIG. 1F, the entry terminal 31 which is a device on the centralized center 20 side includes a communication unit 311, a display control unit 312, an input processing unit 313, an input screen generation unit 314, a higher-level business person narrowing-down unit 315, and And a storage unit 316. The display control unit 312, the input processing unit 313, the input screen generation unit 314, and the higher-level business person narrowing-down unit 315 execute a control program stored in the storage unit 316 by the CPU (not shown) of the entry terminal 31. This is realized.

The communication unit 311 is a component that executes communication with an external device. The communication unit 311 is composed of, for example, a communication device.
The display control unit 312 is a functional unit that displays an image on a display unit (not shown).
The input processing unit 313 is a functional unit that receives input from an input unit (not shown) such as a keyboard or a mouse.

The input screen generation unit 314 is a functional unit that generates an input screen for executing various processes for the form data in the entry work process, the verify work process, the approval work process, and the like.
The higher-level business person narrowing unit 315 is a functional unit that narrows down the higher-level business person in charge from a large number of operators registered in the centralized center 20. Here, the “upper business person in charge” means an operator who performs higher business processing (for example, verification business processing, approval business processing, etc.) than entry business processing. As the “superior business person in charge”, a verification person who performs verification business processing (specifically, a verification operation for the form data after entry business processing) or an approval business process (specifically, after verification business processing) There is an approval person who performs an approval operation on the form data.

  The storage unit 316 is a storage unit that stores various data and control programs necessary for executing predetermined processing on the form data. The storage unit 316 includes, for example, operator level information D1 (see FIG. 2B) described later, execution authority information D2a and D2b (see FIGS. 3A and 3B) described later, distribution rule information D4 (see FIG. 5) described later, and the like. Remember. These pieces of information are provided from the operator information management server 23 at an arbitrary timing.

  The entry terminal 31 is configured by a PC, for example. This PC functions as the entry terminal 31 by executing a control program stored in the storage unit 316. A control program that causes the PC to function as the entry terminal 31 is installed in the entry terminal 31 via a storage medium (not shown), for example. Alternatively, the control program may be stored in advance in a storage unit (for example, the database 226 of the exchange server 22) installed in the centralized center 20 and downloaded from the device to the entry terminal 31. .

  The verify terminal 32 and the approval terminal 33 shown in FIG. 1A have substantially the same configuration as the entry terminal 31. However, the verify terminal 32 and the approval terminal 33 may have a configuration in which a higher-level business person narrowing-down unit 315 described later is deleted. As with the entry terminal 31, the verify terminal 32 and the approval terminal 33 are configured by a PC, for example. Similar to the entry terminal 31, this PC functions as the verify terminal 32 and the approval terminal 33 by executing a control program stored in the storage unit.

<Examples of various data>
Hereinafter, examples of various data used in the present embodiment will be described with reference to FIGS. 2A to 2B, 3A to 3B, 4, and 5. However, the data configuration shown in each figure can be changed as appropriate according to the operation.

(Operator level information)
First, the operator level information D1 will be described with reference to FIGS. 2A to 2B. The operator level information D1 represents the level of each operator in consideration of the hierarchical level in the organization and the processing capability level (for example, a level such as a keystroke speed and a keystroke content verification speed). FIG. 2A is a diagram showing an organizational configuration of the centralized center 20. FIG. 2B is a diagram showing the operator level information D1.

  In the example shown in FIG. 2A, the organizational structure of the centralized center 20 is that the “manager T” who is the system administrator of the data input system 1 is the apex, and the “boss S” who is the office is under the department head T. It is an arranged configuration. The employee A1 who is a general employee at the expert level, the employee A2 who is a general employee at the normal level, and the employee A3 who is a general employee at the beginner level are arranged under the supervisor S. Further, a staff member B1 who is a part-time worker at the expert level, a staff member B2 who is a part-member at a normal level, and a staff member B3 who is a part-member at a beginner level are arranged under the supervisor S. FIG. 2B shows an example of the operator level information D1 created based on the organizational structure of the centralized center 20 shown in FIG. 2A.

  Here, a description will be given assuming that there is only one general employee or part employee per operator level. However, in practice, there are a plurality of general employees or part employees per operator level.

(Execution authority information)
Next, the execution authority information D2a and D2b will be described with reference to FIGS. 3A to 3B. The execution authority information D2a and D2b is table information indicating the presence or absence of authority when executing the business process. FIG. 3A is a diagram showing business-specific execution authority information D2a. FIG. 3B is a diagram showing the form type execution authority information D2b. In the figure, the mark “●” indicates that there is a processing authority for the form data (including an access authority for the form data).

  The job-specific execution authority information D2a shown in FIG. 3A indicates the presence / absence of authority for data input processing at each operator level for each type of business process. Further, the form type execution authority information D2b shown in FIG. 3B indicates the presence or absence of authority for data input processing at each operator level for each type of form 50.

  In the example shown in FIG. 3B, as a type of the form 50, a one-form fixed form, a continuous form fixed form, a registration type fixed form, a single form non-standard form, and a continuous form non-standard form are shown. The one-form fixed form is a fixed form (one form) in which one transfer request is written on one form 50. The continuous form fixed form is a fixed form (own form) in which a plurality of transfer requests are described in one form 50. The registration form fixed form is a form similar to the continuous form fixed form, but is different from the continuous form fixed form in that the client information and the recipient information held in the processing host 40 are printed in advance. Yes. The single-form non-standard form is an non-standard form (one-line form) in which one transfer request is written on one form 50. The continuous writing atypical form is an atypical form (a form on another line) in which a plurality of transfer requests are described in one form 50.

  The difficulty level in the entry business process and the verification business process of the form 50 is, in descending order of difficulty, the continuous form non-standard form, the registration form fixed form, the continuous form fixed form, the single form non-standard form, and the single form. It is a standard form. The data input system 1 is configured to distribute form data having a high difficulty level to an operator at an expert level and to distribute form data having a relatively low difficulty level to an operator at a beginner level.

  The data input system 1 calculates the AND condition between the task-specific execution authority information D2a (see FIG. 3A) and the form type execution authority information D2b (see FIG. 3B), thereby determining the authority of data input processing at each operator level. Identify presence or absence. The presence / absence of authority for data entry processing at each operator level specified will be described later, for example, in the pull-down menu PD101 (see FIG. 6) for designating the person in charge of entry on the form reading screen P100 (see FIG. 6) described later. This is reflected in display information such as a pull-down menu PD 131a (see FIG. 7) when designating a person in charge of verification on the entry screen P31 (see FIG. 7), a pull-down menu PD 131b (see FIG. 7) when designating a person in charge of approval. .

  FIG. 4 is a diagram showing keystroke record information D3. The keystroke record information D3 represents the keystroke record status of each person in charge every business day. The data input system 1 integrates and calculates the key entry results of each entry person each time each entry person completes the key entry process in the entry work process.

  In this embodiment, the data input system 1 refers to the keystroke record information D3 when determining the distribution destination of the form data. For example, the data input system 1 preferentially determines the distribution destination of the form data to an operator with a low operator level and a small keystroke record when distributing the form data with a low difficulty level in the entry operation process to each person in charge of entry. By doing so, the processing capacity of the operator is improved.

  FIG. 5 is a diagram showing the distribution rule information D4. The distribution rule information D4 represents the distribution rule of the person in charge of higher-level business (for example, the person in charge of verification, the person in charge of approval) for each type of the person in charge of entry and the form 50.

  In the example shown in FIG. 5, the distribution rule information D4 uses the difference between whether the type of the form 50 is the form of the transfer destination addressed to the own bank or the form of the transfer destination addressed to the other bank as a branching condition. For each person, a person in charge of higher-level business who is the distribution destination of the form data is defined according to the branching condition. For example, the distribution rule information D4 defines the employee A1 as a person in charge of verification when the entry person is the banker A3 and the form 50 is a transfer destination form addressed to another line, and the higher-level job Boss S is defined as the person in charge of approval.

<Example of screen>
Hereinafter, an example of a screen used in the present embodiment will be described with reference to FIGS. However, the configuration of the screen shown in each figure can be changed as appropriate according to the operation.

(Form reading screen)
First, the form reading screen P100 will be described with reference to FIG. The form reading screen P100 is a screen for causing the scanner 11 to execute a scan process of the form 50 and acquiring image data of the form 50. The form reading screen P100 is also a screen for accepting the designation of the person in charge of entry that is the delivery destination of the form data at the time of executing the entry work process. The form reading screen P100 is displayed on the display unit of the receiving terminal 100 during the receiving work process (see S10 in FIG. 8) described later.

  In the example illustrated in FIG. 6, the form reading screen P100 includes an OCR sequence number display field P100a, a form image display field P100b, an entry person display field PD100, a reading button 100a, a transfer button B100b, and a discard button B100c. ing.

The OCR sequence number display column P100a is a column for displaying the OCR sequence number assigned to each form 50.
The form image display field P100b is a field for displaying the image data of the form 50.
The entry person in charge display column PD100 is a field for designating and displaying the entry person in charge.

The reading button 100a is a button for instructing the receiving terminal 100 to execute the scan processing of the form 50.
The transfer button B100b is a button for instructing the reception terminal 100 to transfer the form data to the concentration center 20 (specifically, the exchange server 22).
The discard button B100c is a button for instructing the receiving terminal 100 to discard the form data.

  When the reception terminal 100 displays the form reading screen P100 on the display unit, the operator level information D1 (see FIG. 2B), the task-specific execution authority information D2a (see FIG. 3A), and the form type execution authority information D2b (see FIG. 3B). ) And the key entry record information D3 (see FIG. 4), the candidates who can be the person in charge of entry (hereinafter referred to as “entry candidates”) are narrowed down, and the narrowed entry candidates Names are set in the pull-down menu PD101 in the descending order of keystroke records. Here, “entry candidate” means an operator who has the authority to perform entry work processing on form data.

  The entry person-in-charge display column PD100 is initially in a state where “not specified” is displayed (or may be a blank state). When the pull-down menu PD101 is pressed, the entry person in charge display column PD100 is displayed so that the names of entry candidates can be selected. Therefore, the reception terminal 100 can designate the person in charge of entry by operating the pull-down menu PD101 on the form reading screen P100. In the present embodiment, it is assumed that the names of the entry candidates displayed on the pull-down menu PD101 are updated each time the form reading screen P100 is displayed on the display unit.

(Entry screen)
Next, the entry screen P31 will be described with reference to FIG. The entry screen P31 is a screen for performing entry work processing (correction input operation for character data included in the form data). The entry screen P31 is displayed on the display unit of the entry terminal 31 during entry work processing (see S20 in FIG. 8) described later.

  In the example shown in FIG. 7, the entry screen P31 includes a toolbar display field P31a, a form image display field P31b, an entry field P31c, a verification person display field P31a, an approval person display field P31b, and function key display fields B31a and B31b. , B31c.

The tool bar display column P31a is a column for displaying various tools used for the operation, the name of the person in charge of the entry who operates the entry terminal 31, the OCR sequence number of the form 50 to be processed, and the like.
The form image display field P31b is a field for displaying the image data of the form 50.
The entry field P31c is a column for displaying character data that is a result of character recognition of the image data of the form 50.
The verification person in charge display column P31a is a field for designating and displaying the verification person in charge.
The approval person display column P31b is a column for designating and displaying an approval person.

  The function key display fields B31a, B31b, and B31c represent functions associated with the function keys on the keyboard of the entry terminal 31. In the example shown in FIG. 7, the function key display field B31a indicates that the function key F1 functions as a transfer button. The entry terminal 31 transfers the form data to the verify terminal 32 when the function key F1 is pressed. At this time, the entry terminal 31 may transfer the form data to the verify terminal 32 via the exchange server 22. In the example shown in FIG. 7, the function key display field B31b represents that the function key F2 functions as an instruction button for instructing the entry terminal 31 to return to the previous screen. In the example shown in FIG. 7, the function key display field B31c represents that the function key F3 functions as a return button for instructing the entry terminal 31 to return the form data to the reception terminal 100 of the sales office 10. .

  When the entry terminal 31 displays the entry screen P31 on the display unit, the operator level information D1 (see FIG. 2B), the task-specific execution authority information D2a (see FIG. 3A), and the form type execution authority information D2b (FIG. 3B). ), A candidate who can be a verification person (hereinafter referred to as “verification candidate”) and a candidate who can be an approval person (hereinafter referred to as “approval candidate”). The narrowed verification candidates are set in the pull-down menu PD 131a, and the narrowed-down approval candidates are set in the pull-down menu PD 131b. Here, the “verification candidate” means an operator who has the authority to perform verification work processing on the form data. In addition, the “approval candidate” means an operator who has an authorization work processing authority for the form data.

  However, the entry terminal 31 determines whether the type of the form 50 is the transfer destination form addressed to the bank or the transfer destination form addressed to the other bank according to the character recognition result in the bank name entry column provided in the form 50. If the difference can be identified, the verification candidates and approval candidates are narrowed down based on the distribution rules registered in the distribution rule information D4 (see FIG. 5), and the narrowed down verification candidates are pulled down. In addition to setting in the menu PD 131a, the narrowed-down approval candidates are set in the pull-down menu PD 131b.

  The verification person-in-charge display field P31a and the approval person-in-charge display field P31b are initially in a state where “not specified” is displayed (or may be in a blank state). In the verification person display column P31a, when the pull-down menu PD131a is pressed, the names of verification candidates are displayed so as to be selectable. Therefore, the entry terminal 31 can designate a person in charge of verification by operating the pull-down menu PD 131a on the entry screen P31. Similarly, in the approval person display column P31b, when the pull-down menu PD 131b is pressed, the names of approval candidates are displayed so as to be selectable. Therefore, the entry terminal 31 can designate the person in charge of approval by operating the pull-down menu PD 131b on the entry screen P31. In the present embodiment, the name of the verification candidate displayed on the pull-down menu PD 131a and the name of the approval candidate displayed on the pull-down menu PD 131b are updated each time the entry screen P31 is displayed on the display unit. Will be described.

<Operation of data input system>
The operation of the data input system 1 will be described below with reference to FIGS. 8, 9A to 9B, and 10A to 10C. 8, 9A to 9B, and 10A to 10C are flowcharts showing the operation of the data input system 1, respectively.

  Each device operates based on the time measured by a timer (not shown). The operation of each device is defined by a program stored in a readable manner in the storage unit of each device, and is executed by the control unit of each device. Further, communication between devices is performed by temporarily storing data received by the receiving device in the storage unit and then reading the data from the storage unit. In addition, each data is temporarily stored in a storage unit so as to be readable, and then output to a required component that performs subsequent processing. Hereinafter, since these points are conventional means in information processing, detailed description thereof will be omitted.

FIG. 8 shows the overall operation of the data input system 1.
As shown in FIG. 8, the data input system 1 includes a reception task process (S10), an entry task process (S20), a verify task process (S30), an approval task process (S40), and a transaction process (S50). Execute the process.

The reception work process (S10) is a process of receiving various requests such as a transfer from the customer and acquiring the form data of the form 50 brought in by the customer.
The entry task process (S20) is a process for performing a correction input operation on the character data included in the form data acquired in the received task process (S10).
The verification work process (S30) is a process for performing a verification operation on the form data after the entry work process.
The approval process (S40) is a process for performing an approval operation on the form data after the verify process.
The transaction processing (S50) is processing for generating processing message data based on the form data after the approval work processing, and causing the processing host 40 to perform exchange processing such as transfer based on the generated processing message data.

  The data input system 1 performs a characteristic operation when executing the reception work process (S10) and the entry work process (S20). Therefore, the details of the operation at the time of execution of the reception work process (S10) and the operation at the time of execution of the entry work process (S20) will be described.

(Operations during the execution of the reception work process (S10))
Hereinafter, with reference to FIG. 9A to FIG. 9B, the details of the operation at the time of execution of the reception work process (S10) will be described. Here, the case where the reception work process (S10) is performed in the sales office 10 will be described. However, in the data input system 1, the scanner 11 and the reception terminal 100 are installed in the centralized center 20 in advance, and the scanner 11 and the reception terminal 100 installed in the centralized center 20 are brought into the centralized center 20 from the sales office 10. By performing the scan process of the form 50, the reception work process (S10) can be performed in the centralized center 20.

  In the sales office 10, when a transfer process is requested by a customer, an operator of the reception terminal 100 (hereinafter referred to as “reception person in charge”) operates the reception terminal 100 to execute the reception work process (S 10). The reception terminal 100 is instructed. Thereby, as shown in FIG. 9A, the reception terminal 100 starts execution of the reception work process (S10).

  At the time of executing the reception work process (S10), first, the entry person narrowing section 115 (see FIG. 1B) of the reception terminal 100 is in the pull-down menu PD101 of the form reading screen P100 (see FIG. 6) which is the reception screen. Initial information to be displayed is acquired (S105).

  At that time, the entry person narrowing unit 115 (see FIG. 1B) of the reception terminal 100 performs operator level information D1 (see FIG. 2B) and execution authority information D2a and D2b (see FIGS. 3A and 3B) based on the logic described later. 3B), key entry record information D3 (see FIG. 4) and the like are extracted, and entry candidates that can become entry managers are extracted from a large number of operators who are registered in the centralized center 20. Then, the entry person narrowing section 115 (see FIG. 1B) of the reception terminal 100 displays the form reading screen P100 (see FIG. 6) so that the extracted name of the entry candidate is displayed in the pull-down menu PD101 (see FIG. 6). 6) and the generated image is displayed on a display unit (not shown).

  At this time, the OCR sequence number display field P100a (see FIG. 6) and the form image display field P100b (see FIG. 6) of the form reading screen P100 are blank. In addition, the entry person-in-charge display column PD100 (see FIG. 6) is initially in a state where “not specified” is displayed (or may be a blank state). When the person in charge of the reception presses down the pull-down menu PD101, the names of the entry candidates are displayed in a selectable manner.

  After S105, the receptionist sets the transfer request form 50 in which various items are described by the customer on the scanner 11, and presses the reading button B100a included in the form reading screen P100 (see FIG. 6). To do. As a result, the receptionist instructs the reception terminal 100 to execute the scan process for the form 50. In response to this, the image data acquisition unit 114a (see FIG. 1B) of the reception terminal 100 causes the scanner 11 to execute the scan process of the form 50, and acquires the image data of the form 50 from the scanner 11 (S110).

  At this time, the reception terminal 100 assigns an OCR sequence number and displays the assigned OCR sequence number in the OCR sequence number display field P100a (see FIG. 6) of the form reading screen P100. At this time, the reception terminal 100 displays the image data of the form 50 acquired from the scanner 11 in the form image display field P100b (see FIG. 6) of the form reading screen P100.

  After S110, the character data acquisition unit 114b (see FIG. 1B) of the reception terminal 100 executes character recognition processing on characters (including numbers and symbols) included in the image data of the form 50, and the form 50 is obtained. Character data (recognition result data) is acquired (S115). Thereby, the character data acquisition unit 114b (see FIG. 1B) of the reception terminal 100 identifies the type of the form 50. However, the process of S115 may be performed by another device (for example, a server having a character recognition function) (not shown) installed in the sales office 10.

  The person in charge of reception looks at the image data of the form 50 displayed in the form image display field P100b (see FIG. 6).

  At this time, if the state of the image data of the form 50 displayed in the form image display field P100b is not good (for example, if there is an indistinguishable description portion in the image data), the reception person in charge receives the discard button B100c. Press. In response to this, the receiving terminal 100 discards the image data of the form 50. In this case, the process of S110 is repeatedly performed until the image data of the favorable form 50 is acquired. Alternatively, in this case, the person in charge of reception acquires a good form 50 (for example, a form 50 having no indistinguishable description part) from the customer, and executes a scan process for the form 50.

  On the other hand, if the state of the image data in the form 50 is good (for example, if there is no indistinguishable description in the image data), the person in charge of the entry presses the pull-down menu PD101 (see FIG. 6) to enter an entry candidate. The name of the person. Then, the reception person in charge designates one operator from among the entry candidates as the entry person.

  In response to this, the entry person narrowing unit 115 (see FIG. 1B) of the reception terminal 100 accepts the designated entry person (S120). FIG. 9B shows details of the processing of S120.

  As shown in FIG. 9B, in the process of S120, the entry person narrowing section 115 (see FIG. 1B) of the reception terminal 100 displays the entry candidates displayed in the pull-down menu PD101 (see FIG. 6) in a selectable manner. It is determined whether there is a full name (S120a).

  In the determination of S120a, when there is the name of the entry candidate displayed so as to be selectable (in the case of “Yes”), the reception person in charge receives the name of any operator from the names of the entry candidates (preferably, The name of the operator displayed at the top is selected to designate the person in charge of entry. In response to this, the entry person narrowing section 115 (see FIG. 1B) of the reception terminal 100 determines the entry person as the operator selected in the pull-down menu PD101 (see FIG. 6) (S120b).

  On the other hand, in the determination of S120a, when there is no name of the entry candidate displayed so as to be selectable (in the case of “No”), the reception person in charge displays “not specified” in the entry person display column PD100. It remains in the state (or may be blank). In response to this, the entry person narrowing section 115 (see FIG. 1B) of the reception terminal 100 designates the entry person as an operator who has the authority for data entry processing in entry work processing and has a single keystroke record. The operator with the fewest number is determined (S120c).

  After S120b or S120c, the entry person narrowing unit 115 (see FIG. 1B) of the reception terminal 100 accepts the entry person by the operator determined in the process of S120b or the process of S120c (S120d). Thereafter, the process proceeds to S125 shown in FIG. 9A.

  As shown in FIG. 9A, after S120, the reception terminal 100 transfers the image data and character data of the form 50 to the centralized center 20 as form data (S125). Thereby, the reception work process (S10) ends.

(Operation at the time of execution of entry work processing (S20))
Hereinafter, with reference to FIG. 10A to FIG. 10C, the details of the operation at the time of execution of the entry work process (S20) will be described.

  In the centralized center 20, the form data transferred from the receiving terminal 100 is stored in the database 226 of the exchange server 22. Thereafter, at an arbitrary timing, the exchange server 22 transmits the form data to the entry terminal 31 operated by the operator who is accepted as the entry person. As a result, the data input system 1 starts executing the entry work process (S20).

  At the time of executing the entry task process (S20), first, the higher-level task person screening unit 315 (see FIG. 1F) of the entry terminal 31 is placed in the pull-down menus PD131a and PD131b of the entry screen P31 (see FIG. 7). Initial information to be displayed is acquired (S205).

  At that time, the higher-level business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 performs operator level information D1 (see FIG. 2B) and execution authority information D2a and D2b (see FIG. 3A and FIG. 3B) based on the logic described later. 3B), the distribution rule information D4 (see FIG. 5), etc., among the many operators who are enrolled in the centralized center 20, the verification candidates and the approval personnel who can become the verification personnel Approval candidates that can become are extracted. Then, the higher-level business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 displays the extracted name of the verification candidate and the name of the approval candidate in the pull-down menu PD131a, PD131b (see FIG. 7). In this manner, an image of the entry screen P31 (see FIG. 7) is generated, and the generated image is displayed on a display unit (not shown).

  At this time, in the tool bar display field P31a (see FIG. 7) of the entry screen P31, for example, various tools used for the operation, the name of the person in charge of the entry who operates the entry terminal 31, the OCR sequence number of the form 50 to be processed, etc. Is displayed. In the form image display field P31b (see FIG. 7), the image data of the form 50 to be processed is displayed. In addition, the character data of the form 50 is displayed in the entry field display column P31c (see FIG. 7). Further, the verification person display column PD31a (see FIG. 7) and the approval person display column PD31b (see FIG. 7) are initially in a state where “not specified” is displayed (or may be blank). It has become. When the person in charge of entry presses the pull-down menu PD 131a, the names of the verification candidates are displayed so as to be selectable. When the person in charge of entry presses the pull-down menu PD 131b, the names of approval candidates are displayed in a selectable manner.

  After S105, the input processing unit 313 (see FIG. 1F) of the entry terminal 31 accepts a data input process of a correction input operation for character data by the person in charge of entry (S210).

  At this time, the person in charge of entry compares the image data of the form 50 displayed in the form image display field P31b of the entry screen P31 (see FIG. 7) with the character data of the form 50 displayed in the entry field display field P31c. Then, a data input process is performed to perform a correction input operation on the character data. When the correction input operation is performed, the character data displayed in the entry field display field P31c is updated to the data after the correction input operation.

  For example, when performing an operation of returning to the screen before the entry screen P31, such an operation is performed by pressing the function key F2 in accordance with an instruction in the function key display field B31b (see FIG. 7). Can do. Also, for example, when the image data of the form 50 displayed on the entry screen P31 is not good (for example, when there is an indistinguishable description portion in the image data), the function key display field B31c (see FIG. 7). By pressing the function key F3 in accordance with the instruction, the form data is returned to the reception terminal 100 of the sales office 10. In this case, in the sales office 10, the reception work process (S10) for the form 50 is performed again.

  After S210, the entry terminal 31 performs a check process on the character data after the correction input operation based on the image data of the form 50 (S215). For example, at this time, the entry terminal 31 has been filled in for each item of the form 50 such as the reception date, bank name, branch name, account number, subject, financial institution mark, amount, bank side check column, etc. Check whether or not.

  After S215, the person in charge of entry presses the pull-down menu PD 131a (see FIG. 7) to see the names of the verification candidates. The entry person in charge designates one operator from among the verification candidates as the person in charge of verification.

  In response to this, the higher-level business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 accepts the designated verification person (S220). FIG. 10B shows details of the process of S220.

  As shown in FIG. 10B, in the process of S220, the higher-level work person narrowing-down unit 315 (see FIG. 1F) of the entry terminal 31 displays the verification candidates displayed in the pull-down menu PD 131a (see FIG. 7) in a selectable manner. It is determined whether there is a person's name (S220a).

  In the determination of S220a, when there is a name of the verification candidate displayed so as to be selectable (in the case of “Yes”), the entry person in charge enters the name of any operator from the names of the verification candidates (preferably, The person in charge of verification is designated by selecting the name of the operator displayed at the top. In response to this, the higher-level worker person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 determines the person in charge of verification as the operator selected in the pull-down menu PD 131a (see FIG. 7) (S220b).

  On the other hand, if there is no name of the verification candidate displayed so as to be selectable in the determination in S220a (in the case of “No”), the person in charge of the entry displays the verification person display column PD31a (see FIG. 7) “not specified”. "Is displayed (or may be blank). In response to this, the higher-level business person narrowing-down unit 315 (see FIG. 1F) of the entry terminal 31 refers to the distribution rule information D4 (see FIG. 5), and the distribution rule relating to the entry person in operation. It is determined whether or not there is (registered in the distribution rule information D4) (S220c).

  If it is determined in S220c that there is a distribution rule related to the entry person in charge of operation (in the case of “Yes”), the upper business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 selects Then, with reference to the distribution rule information D4 (see FIG. 5), the operator in accordance with the difference between the own line and the other person is determined using the entry person in operation as a key (S220d).

  On the other hand, if it is determined in S220c that there is no distribution rule related to the entry person in operation (in the case of “No”), the higher-level work person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 Are determined to be all operators (preferably, operators with a small number of assignments among them) that become verification authority (S220e).

  After S220b, S220d, or S220e, the higher-level person-in-charge person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 determines the person in charge of verification in the process of S220b, the process of S220d, or the process of S220e. The operator accepts it (S220f). Thereafter, the process proceeds to S225 shown in FIG. 10A.

  As shown in FIG. 10A, after S220, the person in charge of entry presses the pull-down menu PD 131b (see FIG. 7) to see the names of the approval candidates. Then, the entry person designates one operator from among the approval candidates as the person in charge of approval.

  In response to this, the higher-level business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 accepts the designated person in charge of approval (S225). FIG. 10C shows details of the processing in S225.

  As shown in FIG. 10C, in the process of S225, the higher-level work person narrowing-down unit 315 (see FIG. 1F) of the entry terminal 31 displays the approval candidates displayed so as to be selectable in the pull-down menu PD 131b (see FIG. 7). It is determined whether there is a person's name (S225a).

  In the determination of S225a, when there is the name of the approval candidate displayed so as to be selectable (in the case of “Yes”), the person in charge of the entry selects the name of any operator from the names of the approval candidates (preferably, The name of the operator displayed at the top is selected to designate the person in charge of approval. In response to this, the higher-level business person narrowing section 315 (see FIG. 1F) of the entry terminal 31 determines the person in charge of approval as the operator selected in the pull-down menu PD 131b (see FIG. 7) (S225b).

  On the other hand, in the determination of S225a, when there is no name of the approval candidate displayed so as to be selectable (in the case of “No”), the person in charge of the entry displays the approval person display column PD31b (see FIG. 7) “not specified”. "Is displayed (or may be blank). In response to this, the higher-level business person narrowing-down unit 315 (see FIG. 1F) of the entry terminal 31 refers to the distribution rule information D4 (see FIG. 5), and the distribution rule relating to the entry person in operation. It is determined whether or not there is (registered in the distribution rule information D4) (S225c).

  If it is determined in S225c that there is a distribution rule related to the person in charge of the entry being operated (in the case of “Yes”), the higher-level business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 selects the person in charge of approval. Then, with reference to the distribution rule information D4 (see FIG. 5), the operator in charge is determined as a key by using the person in charge of entry and the person in charge of verification determined in S220f as keys (S225d).

  On the other hand, if it is determined in S225c that there is no distribution rule regarding the person in charge of the entry being operated (in the case of “No”), the higher-level work person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 Are determined to be all operators (preferably, operators with a small number of assignments among them) (S225e).

  After S225b, S225d, or S225e, the higher-level business person narrowing unit 315 (see FIG. 1F) of the entry terminal 31 determines the person in charge of approval by the process of S225b, the process of S225d, or the process of S225e. The operator accepts it (S225f). Thereafter, the process proceeds to S230 illustrated in FIG. 10A.

  As shown in FIG. 10A, after S225, the entry terminal 31 transfers the image data of the form 50 and the character data after the correction input operation as entry information to the verify terminal 32 (S230). At this time, the operator information management server 23 updates the key entry record of the person in charge of the entry who has performed the entry operation processing of the key entry record information D3 (see FIG. 4) stored in the database 236. Thereby, the entry work process (S20) is completed.

<Logic to determine the person in charge>
The logic for automatically determining the person in charge will be described below.

(Logic to determine the person in charge of entry)
First, the logic for determining the person in charge of entry will be described. The entry person in charge is determined, for example, by the entry person narrowing unit 115 (see FIG. 1B) of the reception terminal 100.

  (Calculation A1) The entry person narrowing-down unit 115 identifies the operator level of each operator in the centralized center 20 by referring to the operator level information D1 (see FIG. 2B). As a result, the entry person narrowing section 115 identifies, for example, that the employee A3 is a beginner-level general employee.

  (Calculation A2) The entry person narrowing section 115 calculates each operator level by calculating AND conditions between the task-specific execution authority information D2a (see FIG. 3A) and the form type execution authority information D2b (see FIG. 3B). Specify whether or not there is authority for data input processing. For example, when the operator is a beginner-level general employee, the operator can only perform entry work processing, and the data entry of the single-form fixed form and continuous form fixed forms is possible. It is specified by this calculation that only (keystroke) is possible.

  (Calculation A3) The entry person narrowing section 115 identifies the type of the form 50 based on the character data included in the form data, and specifies the operator level that can execute the entry work process. For example, when the type of the form 50 is a one-form fixed form, the entry person narrowing unit 115 confirms that the operator level capable of executing the entry work process is an operator level equal to or higher than the beginner level part-time worker. Identify.

  (Calculation A4) The entry person in charge narrowing section 115 refers to the keystroke record information D3 (see FIG. 4), identifies the keystroke record of each operator, and extracts an operator with a small keystroke record.

  (Calculation A5) Based on the results of the calculations A1 to A4, the entry person narrowing unit 115 extracts operators who have the authority to execute entry work processing on the form data in the order of the smallest keystroke record.

(Calculation A6) The entry person narrowing section 115 sets the names of the corresponding operators as the names of the entry candidates in the pull-down menu PD101 (see FIG. 6) of the form reading screen P100 in ascending order of keystroke results.
The logic for determining the person in charge of entry is as described above.

(Logic to determine the person in charge of higher level operations)
Next, the logic for determining the person in charge of higher-level business will be described. The determination of the person in charge of higher-level business is performed by the high-level business person narrowing-down unit 315 (see FIG. 1F) of the entry terminal 31. The determination is made by using both the operator level information D1 (see FIG. 2B) and the distribution rule information D4 (see FIG. 5). The person in charge of higher-level work (verification candidate and approval candidate) displayed as initial information in the pull-down menus PD131a and PD131b on the entry screen P31 (see FIG. 7) varies depending on the entry person.

The decision policy when deciding the person in charge of higher-level business is as follows.
(Policy 1) When the entry person is a beginner level general employee or all level part staff, the higher-level business person narrowing-down unit 315 determines the verification person as an operator of a normal level general employee or higher.
(Policy 2) Whether the type of the form 50 is the transfer destination form addressed to the bank or the transfer destination form addressed to the other bank, when determining in the policy 1 above, Depending on the difference, assign the person in charge of verification as follows. The transfer destination is identified by character recognition processing based on the acquired image data after the image data of the form 50 is acquired by the scanner 11.
(Policy 2a) When the form 50 is a transfer-destination form addressed to another bank, the higher-level business person narrowing-down unit 315 determines the person in charge of verification as a general staff at the expert level.
(Policy 2b) When the form 50 is a transfer destination form addressed to its own bank, the higher-level business person narrowing-down unit 315 determines the person in charge of verification as a general employee at a normal level.
(Policy 3) When the decision in the above policy 1 is made, the higher-level business person narrowing-down unit 315 defines the verification person as a higher-level operator as follows when the entry person is an operator of a general level or higher. Assign to.
(Policy 3a) The higher-level business person narrowing-down unit 315 determines the person in charge of verification as a general employee at the expert level when the person in charge of entry is a general employee at a normal level.
(Policy 3b) The higher-level business person narrowing-down unit 315 determines the person in charge of the verification as a role when the person in charge of entry is a general employee at the level of an expert.

  Several logics for realizing the above decision policy can be assumed. Here, three logic examples will be exemplified and described.

(1) Logic example 1
Logic example 1 is a logic example in the case of pre-registering a distribution rule in distribution rule information D4.

(Step 11) Operation at the time of accepting designation of the person in charge of verification (Step 11a) The higher-level business person narrowing down unit 315 is a candidate for verification based on the distribution rule pre-registered in the distribution rule information D4 (see FIG. 5). The names of the verification candidates are extracted and set as initial information in the pull-down menu PD 131a (see FIG. 7) of the entry screen P31. In addition, when a plurality of operators are extracted as verification candidates, the higher-level business person narrowing-down unit 315 determines the first candidate in the order of registration.
(Step 11b) When the entry person designates one of the verification candidates from the pull-down menu PD 131a (see FIG. 7), the higher-level person-in-charge screening unit 315 sets the designated operator as the person in charge of the validation. Accept.

(Step 12) Operation at the time of accepting designation by the person in charge of approval (Step 12a) The higher-level work person narrowing-down unit 315 extracts and extracts the approval candidates in the same manner as the verification candidate extraction in Step 11a. The name of the approval candidate is set as initial information in the pull-down menu PD 131b (see FIG. 7) on the entry screen P31.
(Step 12b) When the entry person designates one of the approval candidates from the pull-down menu PD 131b (see FIG. 7), the higher-level person-in-charge screening unit 315 sets the designated operator as the person in charge of approval. Accept.
The logic example 1 is as described above.

(2) Logic example 2
Logic example 2 is a logic example in the case where the distribution rule is not pre-registered in the distribution rule information D4. When the distribution rule is not registered in the distribution rule information D4, the higher-level business person narrowing-down unit 315 determines the type of the form 50 based on the execution authority information D2a and D2b (see FIGS. 3A and 3B). Narrow down the operators who have the authority to execute the higher-level business processing as higher-level business personnel.

(Step 21) Operation at the time of accepting designation of the person in charge of verification (Step 21a) The higher-level business person narrowing-down unit 315 performs verification based on the execution authority information D2a and D2b (see FIGS. 3A and 3B) of the person in charge of entry. The verification candidate group at the lowest level among the authorized persons is extracted.
(Step 21b) The high-level business person narrowing-down unit 315 sets the operator with the smallest allocation amount at that time as the first verification candidate in the verification candidate group, and sets the names of the verification candidates in ascending order of the allocation amount. It is set as initial information in the pull-down menu PD 131a (see FIG. 7) on the entry screen P31.
(Step 21c) When the entry person designates one of the verification candidates from the pull-down menu PD 131a (see FIG. 7), the higher-level person-in-charge screening unit 315 designates the designated operator as the person in charge of the validation. Accept.

(Step 22) Operation at the time of accepting designation by the person in charge of approval (Step 22a) The higher-level work person narrowing-down unit 315 approves based on the execution authority information D2a and D2b (see FIGS. 3A and 3B) of the person in charge of verification. The lowest-level approval candidate group is extracted from the authorized persons.
(Step 22b) The higher-level business person narrowing-down unit 315 sets the operator who has the smallest allocation amount at that time among the approval candidate groups as the first person in charge of approval, and the names of the persons in charge of approval in ascending order of the allocation amount. It is set as initial information in the pull-down menu PD 131b (see FIG. 7) on the entry screen P31.
(Step 22c) When the entry person specifies any operator in the approval candidate group in the pull-down menu PD 131b (see FIG. 7), the higher-level person-in-charge screening unit 315 selects the designated operator as the person in charge of approval. Accept as.

(Step 23) Operation when changing the designation of the person in charge of verification (Step 23a) If the person in charge of the entry changes the person in charge of verification and the person in charge of approval on the entry screen P31, the person in charge of verification is changed to another operator. Then, the processes of Step 22a to Step 22c are performed again. This process changes the initial information of the pull-down menu PD 131b (see FIG. 7).
The logic example 2 is as described above.

(3) Logic example 3
Similar to the logic example 2, the logic example 3 is a logic example in the case where the distribution rule is not pre-registered in the distribution rule information D4. In the logic example 3, as in the logic example 2, when the distribution rule is not registered in the distribution rule information D4, the higher-level business person narrowing-down unit 315 executes the execution authority information D2a and D2b (FIG. 3A and FIG. 3). 3B), the operator having the execution authority in the higher-level business process corresponding to the type of the form 50 is narrowed down as a higher-level business person in charge. However, the logic example 3 is different from the logic example 2 in the step 31a and the step 32a.

(Step 31) Operation at the time of accepting designation of a person in charge of verification (Step 31a) The higher-level business person narrowing down unit 315 extracts all the verification work authorized persons as a verification candidate group.
(Step 31b) The higher-level business person narrowing-down unit 315 sets the operator having the smallest allocation amount at that time as the first verification candidate in the verification candidate group, and sets the names of the verification candidates in ascending order of the allocation amount. It is set as initial information in the pull-down menu PD 131a (see FIG. 7) on the entry screen P31.
(Step 31c) When the person in charge of entry designates one of the verification candidates from the pull-down menu PD 131a (see FIG. 7), the upper-level person-in-charge narrowing-down unit 315 sets the designated operator as the person in charge of verification. Accept.

(Step 32) Operation at the time of designation acceptance of the person in charge of approval (Step 32a) The higher-level work person narrowing-down unit 315 extracts all approval work authority persons as approval candidate groups.
(Step 32b) The upper business person narrowing-down unit 315 sets the operator who has the smallest allocation amount at that time among the approval candidate groups as the first person in charge of approval, and the names of the persons in charge of approval in the order of the smaller allocation amount. It is set as initial information in the pull-down menu PD 131b (see FIG. 7) on the entry screen P31.
(Step 32c) When the entry person specifies an operator in the approval candidate group in the pull-down menu PD 131b (see FIG. 7), the higher-level person-in-charge screening unit 315 selects the specified operator as the person in charge of approval. Accept as.
The logic example 3 is as described above.

  In such a configuration, the data input system 1 determines a higher-level business person in accordance with the above-described determination policy, so that a highly difficult form 50 can be given to an expert-level operator and a relatively difficult form. 50 can be assigned to beginner level operators. Therefore, the data input system 1 can equalize the individual productivity at a certain level. As a result, the data input system 1 can improve the processing efficiency of the form data.

  As described above, according to the data input system 1 according to the present embodiment, the processing efficiency of form data can be improved.

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

  For example, the above-described embodiment has been described in detail in order to easily understand the gist of the present invention. Therefore, the present invention is not necessarily limited to the one having all the configurations described. In the present invention, another configuration can be added to a part of the configuration of the embodiment, or a part of the configuration of the embodiment can be replaced with another configuration. In the present invention, a part of the configuration can be deleted from the configuration of the embodiment.

  For example, in the embodiment described above, the entry person narrowing unit 115 (see FIG. 1B) provided in the reception terminal 100 sets the names of entry candidates displayed in the pull-down menu PD101 (see FIG. 6). ing. In addition, the higher-level business person narrowing unit 315 (see FIG. 1F) provided in the entry terminal 31 stores the names of the verification candidates and the names of the approval candidates displayed in the pull-down menus PD131a and PD131b (see FIG. 7). Settings are being made. However, the data input system 1 uses the entry person-in-charge narrowing unit 115 (see FIG. 1B) and the higher-level business person narrowing-down unit 315 (see FIG. 1F) as other devices (for example, the exchange server 22 and the operator information management server 23). Etc.) and the apparatus can be configured to set the names of the candidates. In the case of this configuration, the device that has made the setting provides information related to the setting to the receiving terminal 100 and the entry terminal 31. In response to this, the receiving terminal 100 and the entry terminal 31 change the setting of the names of the candidates displayed on the pull-down menus PD101, PD131a, and PD131b.

  For example, in the above-described embodiment, the name of each candidate displayed on the pull-down menus PD101, PD131a, and PD131b is displayed on the form reading screen P100 (see FIG. 6) and the entry screen P31 (see FIG. 7). It is done every time it is displayed in the department. However, the name of each candidate can be set before the screen is displayed.

  Further, for example, in the above-described embodiment, the person in charge of entry, the person in charge of verification, and the person in charge of approval are initially set to “not specified” and are selected from candidates by the pull-down menus PD101, PD131a, and PD131b. Alternatively, the state in which the highest candidate is automatically selected may be used as an initial display, and the selection may be changed from a pull-down menu as necessary. In this case, it is desirable that candidates to be prioritized are arranged in order from the top in the candidate list set in each pull-down menu. For example, among the candidates corresponding to the required rank of the job, the ranking of the candidates may be determined so as to give priority to an operator with a small number of cases processed on the day, You may decide to give priority to low operators. Alternatively, by combining them, for example, among operators with a small number of processing cases, it may be decided to give priority to an operator with a lower operator level.

DESCRIPTION OF SYMBOLS 1 Data input system 2 Network 10 Sales shop 11 Scanner 20 Centralized center 21 Web server 22 Exchange server 23 Operator information management server 31 Entry terminal 32 Verification terminal 33 Approval terminal 39 Communication gateway 40 Processing host 50 Form (transfer request form)
100 reception terminal 111, 211, 221, 231, 311 communication unit 112, 312 display control unit 113, 313 input processing unit 114 form data acquisition unit 114a image data acquisition unit 114b character data acquisition unit 115 entry person narrowing unit 116, 214, 316 Storage unit 232 Information management unit 226, 236 Database 314 Input screen generation unit 315 Upper-level business person narrowing-down unit

Claims (9)

A data input system that performs entry processing of form data by specifying an entry person in charge of entry business processing and a higher-level business person in charge of higher-level business processing than the entry business processing,
Holds level information that indicates the level of each person in charge, execution authority information that indicates the execution authority of each level, and distribution rule information that indicates the distribution rule of the person in charge of higher-level business for each type of entry person and form Information holding means,
Based on the type of the form to be input, the level information, and the execution authority information, the entry person narrowing means for narrowing down the entry person,
A data input system comprising: upper business person narrowing means for narrowing down the higher business person based on the distribution rule information for the form data input by the entry person . The data input system according to claim 1, wherein
The entry person narrowing means narrows down the entry person to an operator who has the smallest past record of keystrokes when transferring the form data between devices in the system. The data input system according to claim 1 or 2,
Depending on whether the form type is a transfer destination form addressed to the bank or a transfer destination form addressed to the other bank, the higher-level business person narrowing means is based on the distribution rule information. A data input system that narrows down the person in charge of higher-level business for each person in charge of entry. The data input system according to claim 3, wherein
The transfer destination is identified by a character recognition process based on the acquired image data after the image data of the form is acquired by a scanner. The data input system according to any one of claims 1 to 3,
The higher-level business person narrowing-down means, when the distribution rule is not registered in the distribution rule information, is based on the execution authority information, and the execution authority in the higher-level business process according to the form type A data input system characterized by narrowing down an operator as the person in charge of the higher-level business. In the data input system according to any one of claims 1 to 5,
The higher-level business person in charge is a verification person who performs a verification operation on the form data in the verification work process after the entry work process, and an approval person in charge of performing an approval operation on the form data in the approval work process after the verification work process. Including
The data entry system according to claim 1, wherein the higher-level business person narrowing-down means narrows down the person in charge of verification according to the person in charge of entry, and further narrows down the person in charge of approval according to the person in charge of verification. Using a data input system comprising an information holding means, entry person narrowing means, and upper business person narrowing means, an entry person who performs entry business processing, and a higher level performing higher business processing than the entry business processing It is a data input method that specifies the business person in charge and performs the form data input process,
Level information representing the level of each person in charge, execution authority information representing the authority to execute each level, and distribution rule information representing a distribution rule of a higher-level business person in charge for each type of entry person and form Holding in the information holding means;
The entry person narrowing means for narrowing down the entry person in charge based on the type of form to be processed, the level information, and the execution authority information;
A higher-level business person narrowing-down process for narrowing down the higher-level business person in accordance with the distribution rule information for the form data input by the entry person in charge by the higher-level business person narrowing means. A data input method characterized by comprising. In order for the level information indicating the level of each person in charge and the execution authority information indicating the execution authority of each level to function as a reception terminal for receiving various transaction processes based on the form, with the computer held in the information holding means The program of
A program for causing the computer to function as an entry person narrowing means for narrowing down an entry person who performs an entry operation process based on the type of form to be input, the level information, and the execution authority information. Level information that represents the level of each person in charge, execution authority information that represents the authority to execute each level, entry person who performs entry work processing, and higher-level work that performs higher-order work processing for each type of form The distribution rule information representing the distribution rule of the person in charge is a program for causing a computer held in the information holding means to function as an entry terminal for performing the entry work process,
A program for causing the computer to function as upper business person narrowing means for narrowing down the upper business person based on the distribution rule information for the form data input by the entry person.

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