JP2001084322A - Document management system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To perform management so as to easily retrieve and confirm where is a specified document at present. SOLUTION: Document management data including status information for indicating the present location of a slip are prepared by processing the slip received in a business office 1 by a scanner 7 and are preserved in a storage means 10. Also, a sending slip on which an office number for specifying the business office and a sending slip number are printed is attached to the document packaged for respective kinds at the time of document delivery. When the package of the document is delivered in an order from the respective business offices 1 to an area center 2 and centers 3-5 for respective functions, the slip management data are transferred from the business offices 1 to the area center 2 and from the area center 2 to a tax center 3, a changeover center 4 and a transfer center 5, etc., and the pieces of status information preserved in the respective storage means 10, 13, 16, 19 and 22 are updated corresponding to the delivery.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a form management system for confirming the current location of a form that is accepted at a financial institution store and delivered to a regional center and a function-specific center in accordance with the flow of processing. It is about.

[0002]

2. Description of the Related Art Banks and other financial institutions' business offices handle payments for foreign exchange such as bills and checks, or accept payments for utilities, city taxes and prefectural taxes such as water, gas and electricity.
We perform duties such as fund transfer, transfer. Forms such as bills and checks, utilities such as utility bills, city taxes, prefectural tax payment slips, and forms such as fund transfer and account transfer request forms,
After the processing at the sales office is completed, the document is delivered to the regional center, sorted by type of form at the regional center, and delivered to the function-specific center.

FIG. 5 is a diagram showing a flow of a form in such a financial institution. First, at a sales office, a clerk receives a form from a customer, checks the contents, and performs a process determined according to the type of the form and the contents of the request. When a certain amount of the forms received in this way accumulate or at a predetermined time, the staff sorts the forms according to their types and enters a serial number for each sheet, and furthermore, a shop number, a serial number, and one form. A transmission form is created in which the amount of each form, the type of form, the number of forms to be packed, and the like are entered.

[0004] The form is packed for each sending slip, and the sending slip is attached to the packing and delivered to the regional center. The regional center accepts the form bundle delivered from each business office, unpacks the package, and checks the number, amount, type, etc. of the form while looking at the transmission form. After confirmation, the form is sorted for each functional center such as a tax center, a transfer center, or a transfer center of a delivery destination, packed again, and delivered to the corresponding functional center.

[0005] Then, the function-based center accepts the form sent from the regional center, unpacks the package, checks the number of forms, the amount, and the type of the form while looking at the sent form. Final processing is performed.

[0006]

However, according to the above-mentioned conventional technology, not only the sales office checks the amount of each form, the type of the form, and the like at the sales office, but also prepares a transmission form, as well as a regional center and various functions. Even at another center, there is a problem that the work efficiency is poor because the work of checking the contents of the sending slip with the actual number of sheets, the amount of money, etc. must be performed manually, and the work efficiency is poor. If you want to check where a particular check (form) is currently located, you must use a troublesome method, such as checking a copy of the sending slip at a sales office or inquiring the regional center or function center by telephone. In addition, there is a problem that the intended check cannot be found immediately.

[0007] Accordingly, the present invention is directed to a sales office, a regional center,
A form that can improve the work efficiency at the time of delivery and receipt at each functional center, and can strictly manage all forms and easily search the current location for each form. It is intended to realize a management system.

[0008]

SUMMARY OF THE INVENTION Accordingly, the present invention provides a method for packing various forms received at each branch of a financial institution and delivering them to a regional center. In a form management system in which forms are sorted separately and the forms are delivered to functional centers corresponding to the types, in a sales office, the contents of the forms obtained by performing OCR processing of the received form image and the form Based on the type, form management data having the contents of the form, a sort code indicating the form type, status information indicating the current location of the form, and a transmission form number is created and stored in the storage means. At the same time, form management data is extracted for each sorting code at the time of form delivery, and a store number that specifies a branch office is added to the data and printed. When the package of this form is delivered from each branch office to the regional center and the functional center, the form management data is transferred from the branch office to the regional center and from the regional center to the functional center. Read the sending slip number or the shop number and sending slip number at the branch office, the regional center, and the functional center, respectively, and update the status information stored in the storing means of the branch office, the regional center, and the functional center. It is characterized by doing.

[0009]

DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of a form management system according to the present invention will be described below with reference to the drawings. FIG. 1 is a diagram illustrating a configuration example of an embodiment. 1 in the figure
Reference numeral 2 denotes a business center such as a bank that accepts a business form from a customer;

Reference numerals 3 to 5 denote functional centers for processing the forms delivered from the regional centers 3 to 5. In FIG. 3, reference numeral 3 denotes a tax center for processing a tax payment slip, and reference numeral 4 denotes a transfer center for processing an account transfer request. Reference numerals 5 and 5 indicate transfer centers for processing the account transfer request form, but the present invention is not limited to this.
The office 1 has a terminal device 6 for performing data processing required for form management, and the terminal device 6 has an OC.
A scanner 7 having an R function and a printing function, a bar code reader 8 as a reading means for reading a store number and a sending slip number printed on a sending slip described later, a printer 9 and a storage means 10 such as an HDD are connected. .

Also, a terminal device 11 for performing data processing required for form management is arranged in the regional center 2, and the terminal device 11 has a bar code reader 12 as a reading means and a storage device such as an HDD. Means 13 is connected. Further, the tax center 3, the transfer center 4, and the transfer center 5 are also provided with terminal devices 14, 17, and 20, respectively, for performing data processing required for form management.
The terminal devices 14, 17, 20 are connected to bar code readers 15, 18, 21 as reading means and storage means 16, 19, 22, such as HDDs.

These terminal devices 6, 11, 14, 17,
Reference numeral 20 is connected by a dedicated line or a public line 23. Next, the operation of the embodiment having the above-described configuration will be described with reference to FIGS. 2 is an explanatory diagram showing the flow of a form and its processing, FIG. 3 is a diagram showing form management data, and FIG. 4 is a diagram showing print data of a sending form. <1> At the counter of the branch 1 such as a bank, a clerk receives (accepts) a form from a customer, checks the contents thereof, and if payment is involved, a payment process is performed.

Thereafter, the form is inserted into the scanner 7, and the scanner 7 obtains an image of the form, and at the same time, the OCR function of the scanner 7 recognizes characters, numerals, etc. on the form, and the image of the form is obtained. And
The character data and the like are sent to the terminal device 6, where character recognition, amount recognition, and identification of the type of the form are performed. Then, a serial number (hereinafter, referred to as a numbering serial number) is printed on the form by the printing function of the scanner 7, and further, a sort code indicating the type of the form is printed based on the form identification result (FIG. 2, process A). ). <2> The terminal device 6 creates form management data based on the form image, character data, and the like sent from the scanner 7.

As shown in FIG. 3, the form management data includes a form image, a numbering serial number, an amount entered in the form, a sort code indicating the type of the form, status information indicating the current location of the form, and information other than the amount. (E.g., customer name, date, etc.) entered in the form and the number of the form to be printed on the form. After creation, the form management data is stored in the storage means 10 (FIG. 2, processing B).

The status information at this time is set to a number indicating that the form is currently in the business office, for example, "1". The above processing is performed every time a form is accepted. <3> When the received form is accumulated in a fixed amount or at a predetermined time, the staff instructs the terminal device 6 to create the form.

Thus, the terminal device 6 extracts necessary information of the form management data for each sort code unit, that is, the form type shown in FIG. Then, a transmission form is created by printing on a transmission form sheet (FIG. 2, processes C and D). The data printed on the sending slip at this time is shown in FIG.
As shown in the table, the store number, the numbering serial number, the amount, the sorting code, the status information, the transmission slip number, the number of sheets to be transmitted, and the like based on the barcode.

Note that the numbering serial number and the amount are all printed for each sheet. Since the number of sheets to be sent is obtained from the number of the extracted form management data, the number is sent to the printer 9 for printing. <4> When the sending slip is created, the attendant checks the number of forms for each sending slip, then packs and attaches the sending slip, and is printed on the sending slip with the barcode reader 7 by the staff. The transmission slip number is scanned (FIG. 2, processes E and F).

After scanning the sending slip number, the packing of the slip is delivered to the regional center 2 (process G in FIG. 2). Further, all the status information corresponding to the transmission slip number read by the scanning of the barcode reader 7 in the form management data stored in the storage means 10 of the sales office 1 is such that the current business form is taken out of the sales office. Is changed to, for example, "2", and all the form management data corresponding to the form delivered to the regional center is transmitted from the terminal device 6 of the sales office 1 to the regional center 2 via the line 23. The data is transferred to the terminal device 11 (FIG. 2, processes H and I). <5> The regional center 2 accepts the form delivered from the branch 1 and stores the form management data received from the terminal 6 of the branch 1 in the storage unit 13 by the terminal 11.
Then, the attendant scans the store number and the delivery slip number of the delivery slip attached to each packing of the form with the barcode reader 13 (FIG. 2, processing J, K, L).

Thus, of the form management data stored in the storage means 13, all status information corresponding to the transmission form number read by scanning indicates that the form is currently accepted by the regional center 2. The number is changed to, for example, "3" (FIG. 2, process M). In addition, the information of the transmission slip number read here is sent to the terminal device 6 of the corresponding branch 1 based on the line number read at the same time.
Of the form management data stored in the storage means 10 by the terminal device 6 of the business office 1, all status information corresponding to the transmission form number is also changed to "3". You. <6> At the regional center 2, after the above-described scan, the attendant sorts the delivery destination according to the sorting code of the sending slip.

For example, a tax payment form or the like is compiled for sending to the tax center 3, and a transfer request form is compiled for sending to the transfer center 4. Similarly, the transfer request form is compiled for sending to the transfer center 4 (FIG. 2, process N).
After being sorted in this manner, the store number and the delivery slip number of the delivery slip attached to the packing of the form for each delivery destination are again scanned by the attendant by the barcode reader 13, and the tax center 3, the transfer center 4, and the transfer center 4 are scanned. And the like (see FIG. 2, processes O and P).

In the form management data stored in the storage means 13, all status information corresponding to the transmission form number read by scanning is a number indicating that the form is currently taken out of the regional center 2. For example, among the form management data stored in the storage unit 17, the status information, the form detailed information, and the transmission form number are changed to “4”, for example, such as the tax center 3, the transfer center 4, and the transfer center 5. Line 23 to applicable function-specific center
(FIG. 2, processes Q and R).

Further, the information of the sending slip number read here is notified to the terminal device 6 of the corresponding office 1 via the line 23 based on the shop number read at the same time. All the status information corresponding to the transmission slip number in the form management data stored in the storage means 10 by the terminal device 6 is also changed to “4”. <7> The function-based center, for example, the tax center 3, accepts the form delivered from the regional center 2 and saves the form management data received from the terminal device 11 of the regional center 2 in the storage means 16 by the terminal device 14. Then, the clerk scans the store number and the delivery slip number of the delivery slip attached to each form packing with the barcode reader 15 (FIG. 2,
Processing S, T, U).

As a result, of the form management data stored in the storage means 16, all status information corresponding to the transmission form number read by scanning indicates that the form is currently accepted by the tax center 3. The number is changed to, for example, "5" (FIG. 2, process V). In addition, the information of the transmission slip number read here is sent to the terminal device 6 of the corresponding branch 1 based on the line number read at the same time.
Of the form management data stored in the storage means 10 by the terminal device 6 of the business office 1, and all the status information corresponding to the transmission form number is changed to "5" based on the notification. You.

Further, the information of the sending slip number is also notified to the terminal device 11 of the regional center 2 via the line 23, and based on the information, the terminal device 11 of the form management data stored in the storage means 13 is stored. Is changed to "5". The same processing is performed in the function-specific centers such as the transfer center 4 and the transfer center 4.

As described above, in the present embodiment, the branch 1
The regional center 2, the tax center 3 as a function-specific center, the transfer center 4, etc. each have status information indicating the location of the form, and the status information is updated every time the form is delivered. The status information makes it possible to reliably ascertain where the form is currently located.

For example, when it is desired to check where a specific check (form) accepted at the branch 1 is currently located, the name of the check issued, and the like, are input and collated with the name of the form detailed information shown in FIG. Then, by searching and checking the status information corresponding to the searched name, it is possible to know where the target form is currently located.

[0027]

As described above, according to the present invention, the contents of a form obtained by subjecting an image of the form received by a business office to OCR processing and the type of the form are used to determine the contents of the form and the form. Sort code indicating the type of
Form management data having the status information indicating the current location of the form and the form number to be sent is created and stored in the storage means, and at the time of form delivery, the form management data is taken out for each of the sorting codes, and the data is stored in the sales office. Attach the delivery slip printed with a store number specifying the number to the form packed by type, and when this form is sequentially delivered from each branch to the regional center and function center, the branch from the branch In addition to transferring the form management data from the regional center to the functional center, the sales office, the regional center, and the functional center read the sending slip number or the store number and the sending slip number by the reading means, respectively, and read the sales office, the regional center, and the function. Since the status information stored in each storage means of another center is updated, it can be used at branch offices, regional centers, and functional centers. The processing can be almost automated, and the efficiency of processing at branch offices, regional centers and functional centers can be improved. According to the status information of the form management data stored in the functional center, the present location can be easily searched and confirmed for each form.

[Brief description of the drawings]

FIG. 1 is a diagram showing a configuration example of an embodiment of the present invention.

FIG. 2 is an explanatory diagram showing a flow of a form and processing in the embodiment.

FIG. 3 is a diagram showing form management data according to the embodiment.

FIG. 4 is a view showing print data of a sending slip in the embodiment.

FIG. 5 is an explanatory diagram showing a conventional form flow.

[Description of Signs] 1 Branch 2 Regional Center 3 Tax Center 4 Transfer Center 5 Transfer Center 6,11,14,17,20 Terminal 7 Scanner 8,12,15,18,21 Barcode Reader 9 Printer 10,13 , 16,19,22 Storage means

Claims (1)

[Claims] [Claim 1] Various forms received at each branch of a financial institution are packed for each type and delivered to a regional center. The regional center sorts the forms according to the type of the forms, and sorts the forms by the type. In a form management system in which each form is delivered to a function-specific center corresponding to the form, the sales office fills in the form based on the form contents and form type obtained by performing OCR processing on the received form image. Contents, a sorting code indicating the type of the form, status information indicating the current location of the form, and form management data having a sending form number and storing the same in the storage means. Take out the form management data, attach the sending form printed with the store number identifying the branch to the data and attach it to the form packed by type, When parcels are sequentially delivered from each branch to the regional center and functional center, form management data is transferred from the branch to the regional center, and from the regional center to the functional center. A form management system characterized in that a sending form number or a store number and a sending form number are read by reading means, respectively, and status information stored in respective storing means of the branch office, the regional center, and the function-specific center is updated.