JP2002259897A - Electronic document processing device and method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an electronic document processing system allowing a user to create a variety of applications and notifications through a network for submission to the institutions concerned and, if necessary, review them or request authentication afterwards. SOLUTION: This electronic document processing device is connected via a network to users' terminals and the terminals of the institutions concerned. When the user designates a desired transaction, the electronic forms of the documents needed for performing the transaction are obtained. The user enters necessary items into the electronic forms to create electronic documents to be submitted to the institutions concerned. The electronic documents created are submitted via the network to the institutions concerned. Once necessary processes are carried out at each institution, log information is received at the electronic document processing device and saved as it is associated with the corresponding transaction. Thus, even after the transaction has been performed, the log information about the transaction is saved to permit the user to review the documents or request authentication afterwards.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a technology for creating and processing an electronic document using a network.

[0002]

2. Description of the Related Art In recent years, electronic forms such as prescribed applications and notification documents have been used as a part of digitization and paperless of various documents. For example, electronic forms can also be obtained through the Internet or the like for application / notification documents to be submitted to government offices, telephone companies, etc. upon marriage or moving. This eliminates the need to individually retrieve necessary documents to a government office or a telephone company.

[0003] The user prints out the obtained electronic form using a printer or the like, fills in necessary items, and submits it individually to a government office or an electric company by hand or by mail.

[0004]

Problems may be caused later with respect to such an application or notification, or a case may arise where the user wants to confirm the notification by himself / herself. It is good if the user has left a copy of the related documents or memos in some form, but if all the required documents have been submitted and no records are left, contact the submitting organization for confirmation. And so on. For example, when notification is made to a number of organizations, such as a change of address or a change of work place, it is necessary to individually inquire each organization. This is very cumbersome and time consuming.

[0005] In addition, certain applications and notifications may require time to be processed by the application destination organization. If such an application is made to a large number of institutions in a short period of time due to relocation, job change, etc., it may be necessary to grasp how much the processing in each institution is progressing.

Also, depending on the application, the memo of the user is not enough, and authentication or notarization issued by a predetermined organization may be required. Further, in the case of a contract that involves the exchange of money or rights, it may be desirable to obtain a certification or notarization that a series of procedures have actually been performed.

[0007] The present invention has been made in view of the above points, and allows a user to apply for various applications through a network.
It is an object of the present invention to provide an electronic document processing system capable of creating a notification document and submitting the document to a related organization, and thereafter performing an inspection and a certification request as needed.

[0008]

According to a first aspect of the present invention, there is provided an electronic document processing apparatus connected to a user terminal and a related institution terminal via a network. A configuration module acquisition unit that acquires a configuration module that configures an electronic form; and a configuration module set that transmits the configuration module to a user via the network and receives the configuration module that has been created by the user. An electronic document creation unit that creates the electronic document, and a module log that is log information of processing performed by the user and the electronic document creation unit during creation of the electronic document by transmission and reception of the configuration module between the user and the electronic document creation unit. Module log recording means for recording and storing.

According to a twelfth aspect of the present invention, there is provided an electronic document processing method executed by an electronic document processing apparatus connected to a user terminal and a related institution terminal via a network. Acquiring a configuration module that constitutes an electronic form of a document required for transmitting the configuration module to a user via the network, and receiving the configuration module that has been created by the user. Creating the electronic document as a set, and recording log information of processing performed by the user and the electronic document processing apparatus during creation of the electronic document by transmitting and receiving the configuration module between the user and the electronic document processing apparatus. And a step of storing.

According to the electronic document processing apparatus or method configured as described above, when a user specifies a desired transaction, a configuration module for forming an electronic form of a document required for the transaction is obtained. The user receives these constituent modules, inputs necessary items, and returns them to the electronic document processing apparatus. Thus, by transmitting and receiving the configuration module to and from the user, an electronic document to be submitted to the related organization is created. Here, log information of processing performed by the user and the electronic document processing apparatus during creation of an electronic document by transmission and reception of the configuration module between the user and the electronic document processing apparatus is recorded as a module log in units of configuration modules. Will be saved. Therefore, even after the execution of the transaction, the log information is stored in a fine unit called a constituent module unit. In the electronic document processing apparatus according to the first embodiment, The log information is recorded and stored for each configuration module as attribute data of the configuration module. As a result, the log information for each configuration module is recorded as a part of the configuration module.

According to a third aspect of the present invention, in the electronic document processing apparatus according to the second aspect, the module log recording means includes: a type or importance of a component module; The recording information is recorded at different levels of detail based on at least one of a combination of a plurality of constituent modules. As a result, log information is recorded at an appropriate level according to the type and importance of the constituent modules.

According to a fourth aspect of the present invention, in the electronic document processing apparatus according to the first aspect, the electronic form creation means attaches an electronic signature required for each configuration module and an electronic signature required for each configuration module. It is characterized by requiring a user to attach a signature. As a result, the processing performed for each component module can be later viewed and certified.

According to a fifth aspect of the present invention, in the electronic document processing apparatus according to the fourth aspect, the electronic form creation means includes: a type or importance of a configuration module; contents input to the configuration module; Determining whether or not a request for a digital signature to a user is necessary and the type of the digital signature to be requested based on at least one of a combination of a plurality of constituent modules. As a result, an appropriate digital signature is made according to the contents and the importance of the constituent modules.

According to a sixth aspect of the present invention, in the electronic document processing apparatus according to the first aspect, a transmitting means for transmitting the electronic document created by the electronic form creating means to a related institution terminal via the network. Transaction log recording means for receiving log information of a process performed in the related organization and recording the information as a transaction log in association with the transaction. As a result, log information is recorded and managed at two levels: a transaction unit and a component module unit.

According to a seventh aspect of the present invention, in the electronic document processing apparatus according to the sixth aspect, a receiving means for receiving a request for browsing the log information from a user, and a transaction specified by the browsing request. Log information providing means for acquiring a transaction log and providing the transaction log to a user. This allows the user to confirm the processing performed in connection with the completion of the transaction.

According to an eighth aspect of the present invention, in the electronic document processing apparatus according to the seventh aspect, the log information providing means acquires the module log when the browsing request includes designation of a configuration module. , Provided to users. Therefore, when a configuration module is specified, log information on the configuration module can be browsed.

According to a ninth aspect of the present invention, in the electronic document processing apparatus according to the sixth aspect, a receiving means for receiving a request for certifying the log information from a user, and a receiving means for receiving the request for certifying the log information, Certifying means for acquiring log information corresponding to the transaction or the configuration module, and certifying the log information. As a result, certification can be performed for the entire transaction and for each component module.

According to a tenth aspect of the present invention, in the electronic document processing apparatus according to any one of the first to ninth aspects, a transaction corresponding to a designated transaction when a user inquires about a progress status. Refer to the log and the module log related to the transaction, obtain the progress of the transaction,
It is characterized by comprising a progress notification means for notifying the user. Therefore, even when the user interrupts the transaction, the current progress can be accurately known.

According to an eleventh aspect of the present invention, in the electronic document processing apparatus according to the first aspect, there is provided a log output unit for outputting the log information to a recording medium of a user. Thereby, the log information can be recorded on the recording medium of the user.

[0020]

Preferred embodiments of the present invention will be described below with reference to the accompanying drawings.

FIG. 1 shows a schematic configuration of an electronic document processing system according to an embodiment of the present invention. 1, the electronic document processing system is configured by connecting a client terminal 2, a company A server 3, and a plurality of affiliated company terminals 10 to 13 via a network 1. The most preferred example of the network 1 is the Internet. The client terminal 2 is a terminal used by a user who makes a predetermined report, application, and the like, and may be installed at the user's home or work place. The client terminal 2 includes an IC card reader, and can input and output various data with the IC card 5 as described later. Further, a printer 6 is connected to the client terminal 2 so that an electronic form or the like can be printed out when necessary.

The affiliated company terminals 10 to 13 are institutions such as government offices and companies for which the user submits / reports the application.
For example, a bank B terminal 10, a bank C terminal 11, a D credit company terminal 12, and an E mobile phone company terminal 13.

Company A is a company that supports user notification and application procedures, and provides users with electronic forms of necessary notification and application documents as the most basic service.
In addition, Company A checks the contents of the document prepared by the user by filling in the necessary items according to the user's request, and submits the prepared document to each affiliated company on behalf of the user. Confirm that the company has completed the necessary procedures and report to the user. In addition, Company A responds to the request of the user,
As described later, the log of the procedure is recorded and saved according to the type and importance of the application document, so that the user can browse it later, and according to the user's request, authentication of completion of a series of procedures Perform notarization, etc. Company A server 3 is connected to database 4. The database 4 includes a form library in which constituent modules constituting electronic forms of various notification / application documents are stored.

FIG. 2 shows a workflow in the electronic document processing system of the present invention. The user is the Internet 1
Is connected to the company A server 3 via the Internet and requests one process / procedure (hereinafter, referred to as “transaction”), the company A server 3 communicates with the client terminal 2 operated by the user by a predetermined electronic device. Create documents. Then, the created electronic documents are submitted to the affiliated companies 10 to 13 for processing and processing.
Perform the procedure. The company A server and each of the affiliated companies record a log including information such as a reception time of each electronic document and a completion time of the processing when the predetermined process is performed, and the company A server stores the log.

FIG. 3A conceptually shows the structure of a transaction file used in the electronic document processing system of the present invention. When the user requests one transaction to the company A server 3, one transaction file is created. For example, as an example, a user loses a bag and loses the bank cards of Banks B and C, a credit card of a D credit company, and a mobile phone of an E mobile phone company which are stored in the bag. It is assumed that a procedure suspension application is made. It is assumed that a procedure stop application is made to these affiliated companies in one transaction. Further, individual processes / procedures executed in a transaction are also called “events” (see FIG. 2). In this example, the process of submitting a procedure suspension application to each affiliated company is one event.

As shown in FIG. 3A, the transaction file 20 includes a transaction ID, a transaction log file, and an electronic form. The transaction ID is identification information given for each transaction. The transaction log file 22 is a file for recording a log of a process performed in the transaction. Electronic form 15
Is an electronic form of documents to be submitted to each affiliated company. In this example, Bank B, Bank C, D credit company, E
Includes a suspension application form addressed to the mobile carrier. In this specification, data in a state before the user fills in necessary items is referred to as an “electronic form”.
The data after the entry is called "electronic document".

FIG. 3B conceptually shows the structure of the transaction log file 22. The transaction log file 22 is created for each event, and in this example, four transaction log files are created. Each transaction log file 22 includes a time stamp (time record information) of a process performed in the event,
The ID of the electronic form used in the event,
And information on the institution and / or operator that performed the processing. The institution that performs processing for each event determines the transaction log file 2 corresponding to that event.
2 describes the above information. Further, the transaction log file includes a log recording level of the transaction log. This will be described later.

FIG. 4 conceptually shows the structure of the electronic form 15 stored in the form library. The electronic form 15 of the present invention includes a transaction ID, an electronic form I
D, an aggregate of configuration modules, and electronic form properties.

The "transaction ID" is identification information of the above-mentioned transaction. Therefore, the same transaction ID is assigned to a plurality of electronic forms used in one transaction.

"Electronic form ID" is identification information of each electronic form, and an ID is attached to each content. For example, different electronic form IDs are assigned to “application for stopping procedure to bank B” and “application for stopping procedure to E mobile phone company”.

The “configuration module” refers to the electronic form 1
5 and conceptually, it can be considered as one of those obtained by dividing one document data into a plurality of parts (parts). For example, a debit account change notification to a credit company is provided with an address / name field, a credit card number entry field, an account entry field after the change, and the like. In the present invention, each of these is configured as a separate component module, and one debit account change notification is formed as an aggregate of those component modules.

As shown in FIG. 4, each component module includes:
Contains the configuration module name, field data, form design data, and module attribute information. The “configuration module name” is the title of the configuration module, and in the above example, is “address / name field”, “changed account entry field”, and the like. "Field data" is field data of each item constituting the configuration module,
“Form design data” is display data such as ruled lines, frames, screen areas, and item names when those items are displayed on a screen.

FIG. 5 shows a specific example of the constituent modules (excluding the module attribute information part). FIG. 5A is a configuration module of “address / name”, and FIG. 5B and FIG.
Are the constituent modules of the application for suspension of procedures of Bank B and Bank C, respectively. FIG. 5D is a configuration module of a procedure stop application of the D credit company, and FIG. 5E is a configuration module of a procedure stop application of the E mobile phone company. When a user submits a suspension application to Bank B, Bank C, D Credit Company, and E Mobile Phone Company, the address and name fields are the same in each document. Therefore, by using the address / name configuration module commonly in each electronic form, the user does not need to input the address / name separately for each document.

"Module attribute information" is information used in the processing of each component module. FIG. 6 shows an example of module attribute information. The module attribute information 16 includes a module type and a module log. Module type is the type of the component module,
This is information indicating contents, importance, and the like, and here, has a signature level and a log recording level. As will be described in detail later,
According to the present invention, the processing of the electronic signature and the log recording can be performed for each component module. The signature level is information for specifying a level of an electronic signature to be attached to the component module, and the recording level is information for specifying a log recording level for the component module. Further, the module log includes a module ID for identifying the constituent module,
The time information of each process executed in relation to the component module is included. The module attribute information will be described later in detail.

The "electronic form property" is a field for recording route information through which the electronic form flows in a workflow of a series of transactions, and is mainly used by the company A server 3. The electronic form property also includes the IDs of other electronic forms flowing in the same transaction.

Next, log recording in the present invention will be described. In the present invention, log recording is performed at two levels: a transaction unit and a component module unit. FIG.
As described with reference to FIG. 3, the log of the processing executed during the transaction is recorded for each event, and FIG.
This is recorded in the transaction log file 22 shown in FIG.

In addition to this, log recording is also performed for each component module. The log information for each component module is recorded as a “module log file” included in the module attribute information. The module log file basically includes a module ID for identifying the constituent module and time information. The time information can be recorded each time any processing is performed on the component module. Normally, one component module is sent from a service provider such as a company A server to a user as a component of an electronic form, and the user inputs necessary items, attaches an electronic signature if necessary, and provides a service. To the person. The service provider performs necessary checks and, if there is no problem, combines such constituent modules to create an electronic document. Therefore, the time at which each process in this series of processes is performed can be recorded in the module log. Specifically, the time at which the service provider presented the component module to the user, the time at which the user completed the input, the time at which the user signed the electronic signature, and the service provider server The time received from the user,
The time at which the service provider completed the input check,
Etc. can be recorded as time information. In this manner, by performing log recording for each component module, not only the transaction completion result but also detailed records in the electronic document creation process can be left.

Here, as shown in FIGS. 3B and 6, the transaction log file 22 and the module log file include a log recording level. "Logging level" refers to each event in a transaction,
This is information that defines how to log in accordance with the type and importance of each component module, the contents input by the user to the component module, the combination of a plurality of component modules, and the like. As for the transaction log, for example, if one transaction includes relatively high-priority events and relatively low-priority events, detailed logging is performed for high-priority events,
For low events, simple log recording of only the completion time can be performed. The log recording level in the transaction log file includes such a log recording level for each event.

As for the module log, for a configuration module having a relatively low importance such as an address or a name, for example, the time at which the service provider presented the configuration module to the user and the input configuration module are used. It is possible to control the level of logging in such a way that only the time received from the user needs to be recorded, and the time of all processing is recorded for high-value component modules related to certain types of contracts. it can. Also, the log recording level can be changed according to a combination of a plurality of constituent modules. For example, the log recording level can be made different between a case where a certain configuration module is used alone and a case where it is combined with another configuration module (when both are included in one electronic form). Further, the recording level can be changed according to the items and data input to the configuration module. For example, in a configuration module including the description of the amount of a certain contract, when the input amount is large, a high log recording level can be set to obtain a detailed log. As a result, log recording can be performed at an appropriate level according to properties such as the type and importance of each component module.

As another method, the log recording level can be changed according to the user's selection. In this case, a plurality of log recording levels (from a detailed level to a rough level) may be prepared in advance, and the user may select at which level the log recording is to be performed at the start of the transaction. Then, log recording can be performed at a level of detail according to the user's request.

By performing log recording while appropriately controlling the log recording level in this manner, it is possible to obtain certification / authentication of detailed matters in units of constituent modules even at the time of a later authentication request. For example, transactions related to contracts involving the transfer of money should be logged at a high logging level, accurately proving that the contractor entered the required information in the electronic document or signed the electronic signature. can do. Therefore, not only is it possible to obtain certification that the procedures performed in a certain transaction (such as an application for stopping the procedure with the bank) have been completed, but also to prove the existence of the processing at each stage up to that point (for example, ○ month × The fact that Mr. A electronically signed the configuration module B at {hour} of the day can be obtained. Therefore, a detailed proof can be obtained even when a problem occurs later on the transaction.

Next, the digital signature processing according to the present invention will be described. Electronic signature processing required during a transaction is managed in both electronic document units and constituent module units. A normal application form or the like has a name / seal field, and the entire document is often stamped in one place. This corresponds to an electronic signature for each electronic document.
In addition, in the present invention, a necessary electronic signature can be performed for each configuration module.

An electronic signature is generally performed as follows. The signer processes the target document data with a hash function, and encrypts the result with the signer's private key. The data obtained by the encryption is transmitted as an electronic signature together with the document data. The receiving side has the signer's public key in advance, and decrypts the received digital signature with the public key to obtain a processing result by the hash function. Further, the received document data is processed by the same hash function to generate a processing result, and is compared with the processing result obtained from the electronic signature. If they match, it is confirmed that the document is from the signer.

As described above, there are various types of component modules, and the types, importance, and the like are different from each other. Therefore, the required level of the digital signature differs depending on the importance of the constituent modules. The signature level in the module attribute information indicates this level. For example, for a configuration module having relatively low importance, such as a configuration module for an address or a name, an electronic signature may not be required. In addition, a configuration module including an insurance plan and an insurance amount in a contract document such as insurance may have a high importance and require an electronic signature. Further, the signature level can be defined so that an electronic signature is required for a combination of a plurality of constituent modules.

Further, if an electronic signature can be attached in units of constituent modules, a plurality of persons involved in a transaction
An electronic signature can be attached in the sense of confirming and certifying each process performed by an institution or the like. For example, consider a case in which a certain electronic form provider provides several configuration modules to a user, and the user fills in necessary items and requests an application agency to apply. In this case, if an electronic signature is first attached to a configuration module provided by the electronic form provider, it is a proof that the configuration module has been passed to the user. If the user fills in the necessary items, attaches the electronic signature, and submits it to the application agency, it is proof that the user has requested the application agency. In addition, the application agency attaches its own electronic signature to the relevant agency and submits it to the relevant organization, and if it receives the electronic signature of the relevant organization, it proves that the electronic document has been submitted to the relevant organization. As described above, when a plurality of persons and institutions are involved in one transaction, each of them can attach an electronic signature as proof of the processing performed by the person. In this way, when a problem arises later, it is possible to examine the record of the processing and clarify the cause and the responsibility.

When an electronic signature is required, the type of the electronic signature can be further limited to a specific type according to the contents of the constituent modules. As described above, an electronic signature can be used only between a signer who has a private key and a person who has the public key (signing authority or certificate authority). Therefore, there may be an electronic signature that is valid only for a specific institution. For example, if only a certain bank has a public key, a digital signature created with a corresponding private key can be used only for that bank. In this way, there is a digital signature that is valid only for a specific institution,
Certain configuration modules may require that a valid digital signature be applied only to a certain institution. For example, a configuration module that constitutes a document, such as a change notice for a bank, may require that a valid electronic signature be applied only to that bank. On the other hand, a notice of address change to be submitted to a certain government office can be a signature by a publicly disclosed electronic signature. This is similar to the conventional use of a registered seal, a bank report seal, a seal, and the like according to the type and content of a conventional handwritten document. As described above, whether or not a signature is necessary for the constituent module and, if necessary, the type and level of the signature can be defined by the signature level in the module attribute information.

Since the above-mentioned electronic signature involves encryption using a secret key, it can be considered that the security of the component modules and electronic document data to which the electronic signature is attached is guaranteed to some extent. However, independently of the presence or absence of an electronic signature, the data of each component module can be encrypted by various methods and transmitted and received on a network.
This ensures the security of the content regardless of the presence or absence of the electronic signature.

As an application of performing log recording and electronic signature for each module, a service provider such as Company A can insure or guarantee a transaction executed by a user. For example, when a user starts a transaction, such a guarantee guide is presented to the user, and if the user selects it, the service provider can make some guarantee after the transaction is completed. . For example, if a problem occurs in a procedure included in the transaction at a later date, the cost for solving the problem is borne. Further, the content of such assurance can be changed according to the log recording level and the signature level described above.

Further, based on the same idea as the use of the electronic signature, personal authentication by a predetermined organization can be used instead of the electronic signature. When a user registers with a predetermined certificate authority, a digital certificate including a public key corresponding to a private key is issued from the certificate authority by the user. Then, using these keys, an electronic signature is created by encrypting the hash value of the target data. Thus, it is possible to guarantee that the user authenticated by the third party has performed the processing.

Based on the same idea, the user registers in advance with a predetermined certification organization, and acquires personal authentication information issued by the certification organization. The user attaches his / her own authentication information instead of attaching an electronic signature to each electronic document or constituent module. A person, such as a company A server, that has received data with personal authentication information from a user makes an inquiry to a certification organization using the personal authentication information. The certification body stores the registered user's personal authentication information, and when inquired by specifying the personal authentication information from the company A server or the like, the designated personal authentication information is stored in the certification body. The user is authenticated by comparing it with the authenticated user authentication information. If the two pieces of information match, the certification authority guarantees that the user who attached the personal authentication information is a registered user, and the company A server trusts it and proceeds with the subsequent procedures. be able to. As described above, by using an identity authentication system operated by a specific authentication organization instead of an electronic signature, it is possible to guarantee that the identity has been processed.

Next, an operation example of the electronic document processing system of the present invention will be described. FIG. 7 is a flowchart showing the electronic document processing according to the present invention. FIGS. 8 and 9 show examples of screens of messages displayed on the client terminal 2 during the electronic document processing shown in FIG. FIG. 10 shows an example of a document created by the electronic document processing shown in FIG. In addition,
In the following example, a case will be described as an example in which a certain user P loses a bag and makes an application for a procedure stop due to the loss of a card, a credit card, or the like of a bank account contained in the bag. Specifically, it is assumed that the user P has lost the card of the bank account of Banks B and C, the credit card of the D credit company, and the mobile phone of the E mobile phone company.

Referring to FIGS. 7 and 8, first, the user P who has lost the bag operates his / her client terminal 2 to access a website operated by the server 3 of Company A, and displays a service screen (screen G50). ) Is displayed. Then, as shown in the screen G52, the user P selects a desired service (here, “3. Theft / lost”). By this selection, one transaction of the theft / loss process is determined, the transaction ID is determined, and a transaction file as shown in FIG. 2A is prepared.

When the user P specifies a desired service, a guide for the supplementary service provided by the company A is displayed as shown in a screen G54. Now, it is assumed that the user P has selected both the “procedure processing log management” service and the “document input error check” service as shown in the screen G56. Here, the “procedure processing log management” is a service for recording the transaction log and the module log described above, and if any problem occurs later by receiving this service, the user P It will be possible to receive certification and notarization that the procedure has been performed.
On the other hand, the “document input error check” is a service in which the company A checks whether there is any error in the items input by the user P in the electronic form.

Next, as shown in a screen G58, a screen for designating a stolen or lost item appears, and the user P specifies the lost item (step S4). In this example, the user P designates “bank passbook / card”, “credit card”, and “mobile phone” as shown in the screen G60. Next, a specific screen of the stolen / lost item appears as shown in a screen G62,
The user P specifies an associated company or the like of each stolen or lost item as shown on the screen G64 (step S6).

When the identification of the stolen / lost affiliated company is completed, the server A3 shifts to the preparation of a report to be submitted to each affiliated company. Specifically, A company server 3
Accesses the form library in the database,
Acquire the electronic form data of the specified notification document.
As a result, FIG.
Necessary electronic form data is included as shown in FIG.

Next, constituent modules included in the acquired electronic form data of the plurality of documents are extracted and transmitted to the client terminal 2 for each constituent module (step S8). The content of the transmitted configuration module is displayed as in a screen G66, and the input of the user P is prompted. Although the screen G66 displays only the module names of the respective constituent modules for convenience of illustration, it is actually shown in FIG.
The contents of each component module are displayed as shown in FIG. The user P inputs necessary items for each component module (step S10). If necessary, a digital signature is attached in module units. The necessity of an electronic signature for a certain constituent module and the required level of the electronic signature are specified in the signature level in the module attribute information 16. Therefore, the A company server 3 refers to this signature level and requests the user to perform an electronic signature of an appropriate level. Also,
The user can also digitally sign the confirmation that he / she has completed the input of the configuration module. Thereby, electronic documents addressed to the respective affiliated companies are completed, and the user P transmits these to the company A server 3 (screen G68).

The company A server 3 receives the data entered by the user P and checks for an input error (step S1).
2). When the input error check is completed, Company A server 3
Displays a confirmation screen such as G70 and prompts the user to confirm. The details of the confirmation screen are shown in FIG. 9 for convenience of illustration. After the confirmation, the user P performs an electronic signature for each electronic document and transmits the electronic document to the company A server 3 (screen G72). As a result, the transaction file 20 shown in FIG.
Means that the necessary electronic document data has been collected.

Next, as shown in FIG.
The corresponding electronic document 15 and transaction log file 22 are transmitted to the affiliated company (step S14,
Screen G74). For example, in the process for bank B in FIG. 2, the company A server 3 stores the application document addressed to bank B shown in FIG. 9A and the transaction log file 22 for event 1 shown in FIG. Send to 10. The B-bank terminal 10 receives the procedure stop application form and executes a necessary stop process. Next, the time stamp of each point in the suspension process, the electronic form I of the received application form
The IDs of D, B, and the operator are recorded in the transaction log file 22 corresponding to the event. Then, information indicating that the procedure stop processing has been completed (including the handling number of the processing, etc.) and the transaction log file 22 whose log recording has been completed are returned to the company A server 3 (screen G76).

This process is performed for each affiliated company. As a result, when the processing is completed for all the affiliated companies, the transaction log files 22 for each event are prepared. In FIG. 2, for convenience of explanation, the procedures for each affiliated company are shown in series, but in actuality, transmission of electronic documents to a plurality of affiliated companies, reception of a processing completion report, and the like are performed in parallel in time. It can be carried out.

During the above processing, the company A server 3, the user, the affiliated company, and the like record the logs of the processing performed by themselves in the transaction log file 22 or the module log file. While the component modules are being exchanged between the company A server 3 and the user, logs of the respective processes are recorded in the module log file in each component module. In addition, while the company A server is exchanging electronic documents with the related company, a log of each process is recorded in the transaction log file 22 in event units.

Next, the company A server 3 stores the transaction file 20 received from each affiliated company in the company A server 3 or in the database 4 in a state of being associated with the transaction ID. In addition, the completion of each procedure is reported to the user P, including data on the date and time when the procedure stop processing is completed (step S16, screen G7).
8). The user P sees the screen G78 and knows that each procedure has been completed successfully. Further, the company A server 3 presents the charging information on the service performed so far to the user P (screen G80). Here, transaction I is displayed on screen G80 as inquiry information from the user.
D, each module ID, and other handling numbers are displayed. Thus, the transaction of the report of theft or loss of the user P is completed.

The user P will subsequently receive the transaction I
Inquiries about the process can be made using D, module ID, and the like (G82). That is, the user P connects to the company A server 3 using the client terminal 2,
By designating the transaction ID and the module ID, the corresponding transaction log file 22 and module log file can be browsed. Also,
User P then proceeds to transaction log file 2
2 and a module log file, and after performing security processing such as encryption,
Can also be recorded. Further, the company A server 3 can authenticate the entire transaction by managing these log files after performing the security processing.

The log information can be provided to the user by various methods other than recording on the IC card 5.
For example, the log file transmitted to the client terminal 2 can be printed on a paper medium or the like.

In addition to the case where the user requests the log information, the log information or the information related thereto can be provided to the user. For example, there may be a situation in which important document data such as contract data and confirmation document data is created at the completion of a certain procedure, and the user prints and saves this on a paper medium. For example, an insurance policy in an insurance contract and a contract in a loan contract are examples. In this case, the document data is transmitted from the company A server to the client terminal, and a log file can be attached to the document data itself. This allows the user to
It is possible to obtain document data such as a contract and log data of a procedure leading to the contract at the same time. Further, the log file attached to the document data may be set as invisible data so that the log file can be viewed only when special reading software or the like is used. Further, information related to the log file, such as an ID, a barcode, and a management number for specifying the log file, may be attached to the document data and provided to the client terminal instead of the log file itself. In this case, for example, when the user prints the document data and creates a contract or other paper document, log data or data related to the log data is printed in a visible or invisible manner on a part of the document. You can also

When the user prints data necessary for the procedure on a paper document, the date and time when the print was performed,
It is also possible to configure such that information such as the print person, the number of prints, and the like are transmitted to the company A server as print log data. Thus, when an important document such as a contract is printed on a paper medium by the user, the record can be stored on the company A server side. In this case, if the print person is a person who has been authenticated by using the above-described personal authentication system, it is possible to record whether or not printing has been performed by that person, and thus detect unauthorized printing by a third party. be able to.

In the above example, when the user selects a service, the user selects whether or not to request a procedure log recording service (see screen G54 in FIG. 7). Instead, whether to save the procedure log,
It is also possible to adopt a configuration in which the company A decides based on the amount involved in the transaction, the importance of the transaction, and the like.

Further, by using log recording, a user can interrupt one transaction halfway and resume from the point of interruption later. For example, if the user interrupts the process in the middle, the company A server 3 indicates the process performed up to that point, and the transaction ID
To the user. The user specifies the transaction ID when resuming the process. The company A server can restart the transaction from the middle by referring to the transaction log and the module log included in the transaction file. Also, even if the user interrupts the process during the electronic document creation process for each component module,
Since the module log is recorded for each constituent module, the server of company A can refer to this to know how far the process is currently progressing and navigate the user to the next process.

Actually, after the submission of the electronic document from the company A server to the affiliated company or the like, it may take several days until the processing in the affiliated company is completed. In such a case, Company A's server will complete the submission of the electronic documents,
In addition to notifying the user of the transaction ID, the user is also notified of the scheduled completion date of the process at the affiliated company. When the processing at the affiliated company is completed, the user can access the company A server again, specify the transaction ID, and know the progress. Such interruptions
The restart processing can be realized by performing log recording of the transaction.

In the above embodiment, when Company A provides an electronic form to the user in response to the user's request, the user specifies the desired service using the input device on the client terminal, and responds to the request. The electronic form has been sent to the client terminal. However, as another method, an electronic form can be designated using a real medium such as a magazine, a newspaper, or a book. For example, an ID for identifying an electronic form related to the article is printed on an article such as a magazine. The user can specify the corresponding electronic form by connecting to the company A server and inputting its ID.
Alternatively, instead of printing an ID in a magazine or the like, a barcode or the like is printed, and the user can specify a corresponding electronic form by reading the barcode using a barcode reader attached to the client terminal. In addition to a magazine or the like, an electronic book or electronic paper can be used to display an ID or a barcode for specifying an electronic form. In addition, use a mobile phone or PDA instead of a client terminal,
, Or by connecting a barcode reader to read a barcode and transmit the data. As a result, the user can easily obtain the electronic form using the magazine and the mobile phone when going out.

In the above example, an electronic form specified by the user is transmitted to the client terminal, and the user can output the electronic form on paper using a printer to create a paper application document. At this time, if the electronic application of the application has not yet been approved, or if there are restrictions on the size of the application form, etc., the user must use a print terminal installed in a convenience store. Can output electronic forms on paper.

Instead of the paper output by the user himself, another company can request the paper output of the electronic form, the delivery to the user, and even the application agency. In this case, the company A server provides the electronic form specified by the user to the trader via a network or the like, and the trader outputs the form on a predetermined sheet to create an application form and deliver it to the user. In addition, the trader can collect the application form in which the user has filled out predetermined items and submit it to the corresponding application destination to perform the application agency. If the trader always reports the progress of the series of operations to the company A server, the company A server can manage the log of the progress of the application procedure.

When the user or each related organization attaches an electronic signature to a constituent module or an electronic form, the secret key is stored in an external storage medium such as the IC card 5 as well as in the terminal device such as the client terminal 2 or the company A server. May be held. When a signing entity such as a user or an affiliate company manages a secret key by a third party organization, an electronic signature may be performed through the organization.

Note that the above application contents and affiliated companies are merely examples, and the present invention relates to moving, marriage,
It can be applied to submit documents to various affiliated companies, government offices, acquaintances, etc. in various other situations.

[0074]

As described above, according to the electronic document processing system of the present invention, by communicating with the service provider through the network, the user can obtain the desired notification / report.
You can easily obtain the form of the documents required for application and submit it to the relevant organizations quickly on the spot. In addition, since the service provider manages the log of a series of processes, if confirmation or certification is required later, the user does not need to contact each related organization individually, etc. It is possible to browse the record of the entire process and obtain authentication and the like.

Since the log recording is performed at an appropriate log recording level for each of the constituent modules constituting the electronic document,
Increases the value of records. Further, since a digital signature can be performed for each component module, a series of processes can be performed safely and reliably.

[Brief description of the drawings]

FIG. 1 is a block diagram showing a schematic configuration of an electronic document processing system according to an embodiment of the present invention.

FIG. 2 shows a workflow in the electronic document processing system of the present invention.

FIG. 3 is a diagram conceptually showing a configuration of a transaction file.

FIG. 4 is a diagram conceptually showing a configuration of an electronic form of the present invention.

FIG. 5 is a diagram showing a specific example of a configuration module.

FIG. 6 is a diagram illustrating an example of module attribute information included in a configuration module.

FIG. 7 is a flowchart showing an electronic document process according to the present invention.

8 shows a display example of a message displayed on each person's terminal device in the electronic document processing shown in FIG.

9 shows a display example of a message displayed on each person's terminal device in the electronic document processing shown in FIG. 7;

FIG. 10 illustrates an example of a document created by the electronic document processing illustrated in FIG. 7;

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 ... Network 2 ... Client terminal 3 ... Company A server 4 ... Database 10 ... Bank B terminal 11 ... Bank C terminal 12 ... D credit company terminal 13 ... E mobile telephone company terminal

 ────────────────────────────────────────────────── ─── Continuation of front page (72) Inventor Seiichi Tochihara 1-1-1 Ichigaya-Kagacho, Shinjuku-ku, Tokyo F-term in Dai Nippon Printing Co., Ltd. 5B009 VC03

Claims (12)

[Claims] 1. An electronic document processing apparatus connected to a user terminal and a related institution terminal via a network, wherein a configuration module for obtaining an electronic module of a document required for a transaction specified by the user is obtained. Means for transmitting a configuration module to a user via the network and receiving the configuration module processed by the user to generate an electronic document as a set of configuration modules; Module log recording means for recording and storing a module log, which is log information of a process performed by a user and the electronic document creation means during creation of an electronic document by transmission and reception of a configuration module with a user. Characteristic electronic document processing device. 2. The apparatus according to claim 1, wherein the module log recording unit records and stores the log information as attribute data of the configuration module for each configuration module.
An electronic document processing apparatus according to claim 1. 3. The module log recording unit, based on at least one of a type or importance of a configuration module, contents input to the configuration module, and a combination of a plurality of configuration modules. Are recorded at different levels of detail.
An electronic document processing apparatus according to claim 1. 4. The electronic document creation device according to claim 1, wherein the electronic document creation unit attaches a necessary electronic signature to each of the constituent modules and requests the user to attach a necessary electronic signature to each of the constituent modules. Electronic document processing apparatus according to the above. 5. The electronic document creating means according to claim 1, wherein said electronic document creating means is a user based on at least one of a type or importance of the configuration module, contents input to the configuration module, and a combination of a plurality of configuration modules. 5. The electronic document processing apparatus according to claim 4, wherein the electronic document processing apparatus determines whether or not an electronic signature is required and a type of the electronic signature to be requested. 6. A transmitting means for transmitting an electronic document created by said electronic document creating means to a related institution terminal via said network, receiving log information of a process performed in said related institution, and associating with the transaction. 2. The electronic document processing apparatus according to claim 1, further comprising: transaction log recording means for recording the transaction log as a transaction log. 7. A receiving unit for receiving a request for browsing the log information from a user, and a log information providing unit for acquiring a transaction log corresponding to the transaction designated by the browsing request and providing the transaction log to the user. 7. The electronic document processing device according to claim 6, wherein: 8. The electronic document according to claim 7, wherein the log information providing unit obtains the module log and provides the module log to the user when the browsing request includes designation of a configuration module. Processing equipment. 9. A receiving means for receiving a request for certification of the log information from a user, and a certification means for acquiring a designated transaction log or module log when receiving the certification request, and certifying the acquired log. The electronic document processing device according to claim 6, comprising: 10. When a user inquires about the progress, the progress of the transaction is obtained by referring to a transaction log corresponding to the specified transaction and a module log related to the transaction. The electronic document processing apparatus according to any one of claims 1 to 9, further comprising: a progress notification unit that notifies a user of the progress. 11. The electronic document processing apparatus according to claim 1, further comprising a log output unit that outputs the log information to a recording medium of a user. 12. An electronic document processing method executed by an electronic document processing device connected to a user terminal and a related institution terminal via a network, wherein an electronic form of a document required for a transaction designated by the user is configured. Acquiring the configuration module to be transmitted to the user, transmitting the configuration module to the user via the network, and receiving the configuration module processed by the user to create the electronic document as a set of configuration modules. And recording and saving log information of processing performed by the user and the electronic document processing apparatus during creation of the electronic document by transmission and reception of the configuration module between the user and the user. Electronic document processing method.