JP2002366703A - Research automation system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To solve a problem that a person who is not good at the operation of a machine or a computer (such as an elderly) cannot operate them because of the complication of the system when a request for credit research and other reports are computerized simply. SOLUTION: When transmission is instructed to a host 1 by a PC terminal 4, the host 1 transfers information on a research object to a file server 2 of a credit research company, and the file server 2 takes out required data from transfer information and prepares transmission data of the request for credit research to transmit it to a mail server 3. The mail server 3 transfers the mail of the transmission data of the request for credit research to which a destination is set to E-mail FAX equipment 5, which extracts an opposite party dial number from a To address to transmit to a researcher FAX 6 of a researcher being an opposite party. When the researcher FAX-transmits a research result from the equipment 5, the mail server 3 sends a mail on the research result to the file server 2.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a survey system, and more particularly to automation of a surveyor and attendant work.

[0002]

2. Description of the Related Art As shown in FIG. 10, a conventional credit check request and its report are as follows. An attendant of a credit check company loads a check from a host computer and sends the check request to each investigator by mail. Each investigator returned the survey results in response to the survey request to the attendant by mail, and the attendant registered the results in the host computer.

[0003]

At present, computerization and the like are progressing in computerization, and it is conceivable that credit investigation requests and their reports are also digitized.
Basically, because the researcher was elderly, it was difficult to conduct computerization and automation.

It is therefore an object of the present invention to provide a survey system which enables a surveyor to digitize and automate a survey request and its report, etc., with only simple work.

[0005]

According to a first aspect of the present invention for achieving the above object, there is provided a host storing survey target information which is a target for making a survey request, and a host for making a survey request. A file server for reading the survey target information and creating the survey request information, a mail server for sending the survey request information by mail, and transmitting the survey request information sent from the mail server by mail to the FA via a public line.
X: an E-mail FAX machine that transmits the data and a terminal that instructs the survey request are connected via a network.
i It is assumed that a fax machine for investigators is connected to the fax machine via a public line.

[0006] As an invention of the receiving process in this case, the researcher transmits the search result by facsimile from the researcher's FAX machine, and the E-mail FAX machine receives the search result via a public line by facsimile. The mail is sent to the file server.

According to a second aspect of the present invention, there is provided a host storing survey target information to be requested for a survey, and a file for reading the survey target information from the host to generate the survey request information in order to make a survey request. A server, a mail server that transmits the survey request information via the Internet, and a terminal that instructs the survey request are connected via a network, and the investigator's E-mail is connected to the mail server via the Internet. It is assumed that a mailFAX machine is connected.

[0008] As an invention of the receiving process in this case, when the surveyor sends the survey result by facsimile from the surveyor's E-mail FAX machine, the mail server receives the survey result by facsimile and sends it to the file server by mail. It shall be transmitted.

[0009] In a third aspect, the present invention provides a host storing survey target information to be subjected to a survey request, and a file for reading the survey target information from the host to make the survey request and creating the survey request information. A server, a mail server that transmits the survey request information via the Internet, and a terminal that instructs the survey request are connected via a network, and the mail server is connected to the Internet.
Is connected to the mail server of the provider contracted by the researcher, and the mail server of the provider is connected to the e-mail fax machine for the researcher via the public line, and the mail server of the provider is connected. Will send the received e-mail by fax to the investigator's E-mail FAX machine.

[0010] As an invention of the receiving process in this case, when the surveyor sends the survey result by fax from the surveyor's E-mail FAX machine, the mail server of the provider sends the faxed survey result to the mail server by mail. Then, the mail server receives the survey result by mail and sends the mail to the file server.

[0011]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS As shown in FIG. 1, a survey system according to a first embodiment of the present invention (which will be described using an automatic credit survey system) is, as shown in FIG. Etc.), a file server 2, a mail server 3, a host / server access terminal 4, and an E-mail FAX machine 5 are connected via a network. A general FAX machine 6 for investigators is connected to the FAX machine 5 via a public line.

The credit check automation system is basically composed of a credit check request (transmission) automation and a result report processing (reception) automation.

As shown in FIG. 2, when an attendant who has received a credit check request from a life insurance company or the like issues a transmission instruction to the host 1 at the PC terminal 4, as shown in FIG. The information about the subject to be surveyed. The file server 2 extracts necessary data from the transfer information from the host 1 and creates transmission data of the credit check request. This transmission data is converted to TIFF-FX and transmitted to the mail server 3 as an e-mail attachment file. At this time, the destination of the mail is transmitted by a destination that conforms to the standard of the transmission and transmission destination of the Internet FAX of “FAX (dial) number @ domain name of Internet FAX machine (E-mail FAX machine 5 in the figure)”. The mail server 3 forwards the transmission data of the credit check request to which the address has been set to the E-mail FAX machine 5, and the E-mail FAX machine 5 receiving the mail
The destination dial number is extracted from the To address and transmitted to the researcher FAX 6 of the researcher who is the destination.

As shown in FIG. 3, the receiving process starts after the investigator conducts a survey and then transmits the survey result from the FAX 6 for the surveyor to the E-mail FAX machine 5 via a public line. Is done.

[0015] Investigation results sent by the investigator via fax from the investigator's FAX 6 are accompanied by transmission source information such as an F code and CALL-ID, and are sent via an e-mail fax via a public line network.
Machine 5. FAX reception at this time is a normal FA
Received at X.

The E-mail FAX machine 5 reads the additional information from the received FAX, and transmits the received FAX to a mail destination according to the additional information as an attached file in the TIFF-FX format. At this time, additional information at the time of transfer is added to the subject and the text.

In the mail transmission, when the mail is stored in the mail server 3, the file server 2 receives the POP by performing POP access with a desired user name. Also,
The file server 2 registers the received information in a document management system operated on the file server. The document management system is performed by transferring information to the host machine 1 as needed.

Next, a second embodiment according to the present invention will be described. In the present credit check automation system, a host machine 1 of a requester (life insurance company, etc.), a file server 2 of a credit check company, a mail server 3, and a host / server access terminal 4 are connected via a network. E-mail FAX machine 7 for investigator via mail line to mail server 3
Is connected. The difference from the above embodiment is that an internet line is used instead of a public line, and the terminal for the researcher is the e-mail fax machine 7 for the researcher.

As in the above embodiment, the present credit check automation system is basically configured by automating a credit check request (transmission) and a result report process (reception).

As shown in FIG. 5, when an attendant who has received a credit check request from a life insurance company or the like issues a send instruction to the host 1 at the PC terminal 4, as shown in FIG. The information about the subject to be surveyed. The file server 2 extracts necessary data from the transfer information from the host 1 and creates transmission data of the credit check request. This transmission data is converted to TIFF-FX and transmitted to the mail server 3 as an e-mail attachment file. The mail server 3 transfers the mail to the mail server having the domain name of the investigator.

The investigator can use the e-mail FAX machine 7 for the investigator to activate the POP connection upon receiving a mail, receive the mail, and print out the mail.

The receiving process is, as shown in FIG. 6, performed by the investigator conducting a survey and then transmitting the survey result from the e-mail FAX machine 7 for the surveyor to the mail server 3 via the Internet. Be started.

The survey results sent by the surveyor from the surveyor's E-mail FAX machine 7 include an F code and a CALL-ID
Is transmitted to the mail server 3 via the Internet. In addition, since the actual supplementary information and the like are created by the e-mail fax machine 7 for the investigator, the investigator does not need to be aware of such information.

The mail server 3 reads the supplementary information from the received mail, and transmits the received fax as an attached file in TIFF-FX format to a mail destination according to the supplementary information. At this time, additional information at the time of transfer is added to the subject and the text. The file server 2 performs POP access with a desired user name to
OP is received. The file server 2 registers the received information in a document management system operated on the file server based on the received information. The document management system is performed by transferring information to the host machine 1 as needed.

Next, a third embodiment according to the present invention will be described. As shown in FIG. 7, this credit check automation system includes a host machine 1 of a requester (life insurance company, etc.), a file server 2 of a credit check company, a mail server 3, a host / server access terminal 4, Are connected via a network, a mail server 3 is connected to a mail server 8 of a provider via the internet, and an e-mail fax machine 7 for investigators is connected to the mail server 8 via a public line.
Is connected.

The credit check automation system is basically composed of a credit check request (transmission) automation and a result report processing (reception) automation.

As shown in FIG. 8, in the transmission process, when an attendant who has received a credit investigation request from a life insurance company or the like issues a transmission instruction to the host 1 at the PC terminal 4, the host 1 transmits the file to the file server 2 of the credit investigation company. The information about the subject to be surveyed. The file server 2 extracts necessary data from the transfer information from the host 1 and creates transmission data of the credit check request. This transmission data is converted to TIFF-FX and transmitted to the mail server 3 as an e-mail attachment file. The mail server 3 transfers the mail to the mail server 8 having the domain name of the investigator. It is assumed that the provider of the mail server 8 provides a service for facsimile transmission of the received mail, and the received mail is faxed to the investigator's E-mail FAX machine 7 of the researcher who is the contractor.
Forward.

In the receiving process, as shown in FIG. 6, after the investigator conducts a survey, the result of the survey is transmitted from the e-mail FAX machine 7 for the surveyor to the mail server 3 via a public line by facsimile. It is started from that.

The investigator sends an FA from the e-mail fax machine 7 for the investigator.
The survey results sent by X include the F code, CALL-ID
Are transmitted to the mail server 3 via the public line. Since the E-mail FAX machine 7 creates the actual supplementary information, the investigator does not need to be conscious of such information.

The mail server 8 of the provider transfers the received fax to the mail server 3 of the host, which is the destination.

The mail server 3 reads the supplementary information from the received mail, and transmits the received fax as a TIFF-FX format attached file to a mail destination according to the supplementary information. At this time, additional information at the time of transfer is added to the subject and the text. The file server 2 performs POP access with a desired user name to
OP is received. The file server 2 registers the received information in a document management system operated on the file server based on the received information. The document management system is performed by transferring information to the host machine 1 as needed.

[0032]

As described above, according to the present invention,
Investigators can receive a survey request and submit a survey report using exactly the same procedure as sending and receiving faxes, so even those who are not good at operating machines and computers (for example, elderly people) can use the system. FA without any awareness of complexity
It is possible to cope with exactly the same procedure as the method of transmitting and receiving X. It should be noted that the E-mail FAX machine shown in the above embodiment has no difference in the procedure of FAX transmission / reception.

Further, since the investigation request (transmission) and investigation report (reception) processes can be operated from the PC terminal, automatic sorting can be performed by the investigation request from the destination information, and the work and the investigation report can be performed from the originator information of the investigator. Automatic filing and the like become possible.

Further, the survey request and the survey report
Since it can be performed by X, conventional mailing costs and costs for mailing can be significantly reduced. In addition, the investigator sent E-mail F
When an AX machine is used, processing can be performed at almost no cost.

[Brief description of the drawings]

FIG. 1 is a configuration diagram of a credit check automation system showing a first embodiment according to the present invention.

FIG. 2 is a diagram showing a flow of a transmission process in the first embodiment.

FIG. 3 is a diagram showing a flow of a receiving process in the first embodiment.

FIG. 4 is a configuration diagram of a credit check automation system according to a second embodiment of the present invention.

FIG. 5 is a diagram showing a flow of a transmission process in the second embodiment.

FIG. 6 is a diagram showing a flow of a receiving process in the second embodiment.

FIG. 7 is a configuration diagram of a credit check automation system according to a third embodiment of the present invention.

FIG. 8 is a diagram showing a flow of a transmission process in the third embodiment.

FIG. 9 is a diagram showing a flow of a receiving process in the third embodiment.

FIG. 10 is a diagram showing a flow of a conventional credit check request and a check report.

[Explanation of symbols]

 1 Host 2 File server 3 Mail server 4 Host / each server access terminal 5 E-mail FAX machine 6 FAX machine for investigators 7 E-mail FAX machine for investigators 8 Provider mail server

Claims (6)

[Claims] 1. A host storing survey target information to be requested for a survey, a file server for reading the survey target information from the host to create a survey request information in order to make a survey request, and A mail server that transmits the request information by mail, and faxes the survey request information transmitted by mail from the mail server via a public line.
The E-mail FAX machine to be sent and the terminal instructing the survey request are connected via a network, and the E-mail
A survey automation system wherein a fax machine for a researcher is connected to a fax machine via a public line. 2. An investigator sends a facsimile result from the facsimile machine, and the E-mail FAX machine receives the facsimile result via a public line and sends it to the file server by e-mail. The survey automation system according to claim 1, wherein: 3. A host in which survey target information to be requested for a survey is stored, a file server for reading the survey target information from the host to make a survey request, and creating survey request information; Intern request information
A mail server that sends mail via et and a terminal that instructs the survey request are connected via a network, and the e-mail for investigator is connected to the mail server via the internet.
A survey automation system characterized by being connected to a mail fax machine. 4. A surveyor sends a survey result by fax from the surveyor's E-mail FAX machine, and the mail server receives the survey result by fax and sends it to the file server by mail. The survey automation system according to claim 3. 5. A host in which survey target information to be requested for a survey is stored, a file server for reading the survey target information from the host to make a survey request and creating survey request information, Intern request information
A mail server that sends mail via et and a terminal that instructs the survey request are connected via a network, and the mail server is connected to the mail server of the provider contracted by the researcher via the internet. The email server for the investigator is connected to the mail server of the provider via a public line, and the mail server of the provider sends the received mail to the e-mail FAX for the investigator.
A survey automation system that sends faxes to AX machines. 6. An investigator sends a survey result by fax from the investigator's E-mail FAX machine, and the mail server of the provider sends a fax-received survey result to the mail server by mail. 6. The survey automation system according to claim 5, wherein the survey result is received by mail and transmitted to the file server by mail.