JP2003281152A - Document management system, document management method, document management program and receiving business management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To improve efficiency of business processing and to improve service to a customer. <P>SOLUTION: In a document management system, documents are managed using a terminal 1 and a server 3 connected to each other by a network 12. The terminal 1 includes a bar code reader 12 for reading a bar code attached to a document, a transmission means 18 for transmitting bar code data read by the bar code reader 12 to the server 3, and a display 16 for displaying the document management data transmitted from the server 3. The server 3 includes a document registration data storage means 36 for receiving the bar code data from the terminal 1, and storing the bar code data in relation to the document management data for managing the document, and an input business processing support means 31 for extracting the document management data related to the received bar code data from the storage means 36, and transmitting the same to a terminal system. <P>COPYRIGHT: (C)2004,JPO

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a document management method, a document management program and a power receiving office work management system for efficiently managing documents.

[0002]

2. Description of the Related Art Conventionally, in office work performed in various organizations such as companies, the acceptance of documents is managed by a paper-based ledger at sales bases established all over the country. Under the present circumstances, separate persons are in charge of progress management and delay management regarding the documents.

[0003] By consolidating office work that has been distributed to a plurality of bases and carrying out the office work, it is possible to improve the efficiency of office work processing at a plurality of business bases.

[0004]

However, there is a limit to manual ledger management by humans in mass processing.
Therefore, it is expected that the following problems will occur.

First, it is expected that the risk of delaying paperwork and loss of documents will increase. Secondly, from the viewpoint of customer service, when a customer inquires about the processing status by telephone, it takes a lot of time to pick up the office documents related to the inquiry. Third,
When a call is transferred to a specialized person, the specialized person at the destination must confirm the customer's inquiry content and customer information again.

The present invention has been made to solve the above problems, and an object of the present invention is to provide a document management system, a document management method, a document management program, and a power receiving office management system that improve the efficiency of office processing. To do.

[0007]

According to one aspect of the present invention, there is provided a document management system for managing documents using a terminal system and a server connected by a communication line, wherein the terminal system is a document Barcode reading means for reading the barcode attached to the label, transmitting means for transmitting the barcode data read by the barcode reading means to the server, and display means for displaying the document management data transmitted from the server The server comprises: receiving means for receiving the barcode data from the terminal system; storage means for storing the barcode data in association with document management data for managing the document; and A document management procedure for extracting document management data associated with barcode data from the storage means and transmitting it to the terminal system. It is document management system comprising bets is provided.

According to this structure, the terminal system manages the document by the bar code attached to the document,
The server manages the document management data based on the bar code data read by the terminal. As a result, the document can be managed by associating it with the barcode, and the efficiency of office work using the document can be improved.

According to one embodiment of the present invention, the terminal system further comprises a telephone, input data entered in the terminal system together with a telephone identification number received from the telephone, and a barcode for a document being processed. First transfer processing means for transmitting telephone transfer data comprising at least one of data and document management data to the server,
The server further comprises second transfer processing means for displaying on the display means the telephone transfer data of the document being processed based on the telephone transfer data received from the server, and the server further stores the telephone transfer data received from the terminal system. A transfer mediating means for transmitting to a terminal system including a telephone identified by the telephone identification number is provided.

According to such a configuration, when the voice is transferred by the telephone, it is possible to transfer the data of the processing content in each terminal at the same timing as this transfer. Therefore, the primary power receiver can grasp the basic information of the customer, and the data that was searched and displayed under certain conditions can be taken over by the secondary power receiver who received the transfer call, without the need to reconfirm the basic information to the customer. Becomes

According to another embodiment of the present invention, the terminal system further includes a scanner for acquiring image data of a document, image data acquired by the scanner, or an image transmitted from the server. And a data input operation processing means for displaying an image generated based on partial image data, which is a partial image data of any of the data, on the display means, and for prompting input of document management data. Is
A process of transmitting the image data acquired by the scanner as document management data to the server and a process of transmitting the input document management data to the server are executed.

According to this structure, when the data is input, the image related to the input data is partially displayed, and the person in charge can perform the input work based on the displayed information. .

According to another embodiment of the present invention, the data input work processing means includes partial image data of the image data, which includes characters or symbols written by handwriting, and the image data. Based on the input support image data that prompts the input of readable characters or symbols,
The image data processing means is provided for performing image processing to cause the display means to simultaneously display the partial image and the input support image. With such a configuration, by displaying the image data for each input item side by side with the input support image, the person in charge can perform the input work based on the image data without checking the actual document.

Further, according to another embodiment of the present invention, the server further converts the document management data received from the terminal into host data processable by a host computer. A host interlocking processing means for transmitting the host data to the host computer to prompt the host computer to perform processing; and converting host processing data processed by the host computer into server data that can be processed by a server. A second data conversion means and a data registration means for storing the server data in the storage means are provided.

With such a configuration, mutual communication of data between the server and the host computer is realized, and unified management of processing information becomes possible.

Further, according to another embodiment of the present invention, the terminal further performs a process of transmitting status data indicating a progress status of document management in association with the barcode data, and a status received from the server. The terminal side status management means for executing processing for displaying the status indicating the progress status of the document management on the display means based on the data is provided, and the document management means of the server associates the status data with the bar code data. The server-side status management means is provided for executing the processing of storing in the storage means and the processing of transmitting status data to the terminal when the barcode data is received from the terminal. As a result, it is possible to easily manage the progress of the office work related to the document by using the barcode data.

According to another embodiment of the present invention, the status management means of the server manages the same data input process for the same document specified by the same bar code data with a plurality of statuses. When the result of the data input process is received from the terminal in each of the data input process management means and the plurality of statuses,
The data input processing results are collated with each other to determine whether or not there is an error in the data input processing. As a result, it is possible to improve the reliability of input data in various data input operations involving human intervention.

Further, according to another aspect of the present invention, there is provided a power receiving office work management system for managing power receiving office work by using a terminal system and a server connected by a communication line, wherein the terminal system is connected to a terminal. Display means, a telephone connected to the terminal, a telephone identification number received from the telephone, input data input in the terminal system, barcode data on a document being processed, and for managing the document First transfer processing means for transmitting to the server telephone transfer data comprising at least one of the document management data and status data indicating the status of office work being processed, and processing based on the telephone transfer data received from the server. Second transfer processing means for displaying the telephone transfer data of the document on the display means,
The server is also established as a power receiving office management system including a transfer mediating unit that transmits telephone transfer data received from the terminal system to a terminal system including a telephone identified by the telephone identification number.

The present invention related to a system (apparatus) is
It also holds as an invention of a method realized by the device.

Further, the present invention related to an apparatus or method is for causing a computer to execute a procedure corresponding to the present invention (or for causing a computer to function as a means corresponding to the present invention, or for a computer corresponding to the present invention. And a computer readable recording medium storing the program.

[0021]

BEST MODE FOR CARRYING OUT THE INVENTION An embodiment of the present invention will be described below with reference to the drawings.

FIG. 1 is a diagram showing the overall configuration of a document management system according to an embodiment of the present invention. As shown in FIG. 1, a plurality of terminals 1 and a server 3 are connected via a network 2. The server 3 is also connected to the host computer 4 via a communication line 5. In the present embodiment, the term “terminal” refers to a terminal system including the terminal and various peripheral devices connected to the terminal. Note that, although the system is simplified in FIG. 1, for example, a server 3 connected to a plurality of terminals 1 is provided, and a plurality of such servers 3 are provided, each of which is connected to a host computer 4. Good.

FIG. 2 is a diagram showing an example of the hardware configuration of the terminal 1. Bar code reader 12 on terminal body 11,
A multifunction telephone 13, a scanner 14, a printer 15 and a display 16 are connected. Bar code reader 12
Reads the barcode data attached to a document or the like and outputs it to the terminal body 11. The multi-function phone 13 is a phone that functions in conjunction with the terminal body 11. The multifunction telephone 13 functions as an ordinary telephone and is connected to the multifunction telephone 13 provided in the other terminal 1 via the telephone line 17. In FIG. 2, the telephone line 17 is directly connected to the multifunction telephone 13.
However, it may be connected via various relay devices, or may be partially shared with a communication line connecting the terminal body 11 and the multifunction telephone 13. The scanner 14 takes in a document or the like as image data and outputs it to the terminal body 11. The printer 15 has a function of printing based on a command from the terminal body 11. The display 16 displays processing data and the like in the terminal body 11.

FIG. 14 shows an example of a form as an example of a document. As shown in FIG. 14, two barcodes 141,
142 are attached, and each is a barcode reader 1
By using 2 to read the form identification data and reception management data.

FIG. 3 is a diagram showing in detail the configuration including the software of the terminal 1. The terminal body 11 has a processor 110 connected to the bus 11a. A bar code reader 12, a multi-function phone 13, a scanner 14, a printer 15, a display 16, a transmission / reception means 18, and a storage means 120 are further connected to the bus 11a. The transmission / reception means 18 is connected to the network 2 and includes a processor 11
The data communication with the server 3 is controlled based on the command from 0.

In the terminal 1 of FIG. 3, the processor 110
Is a telephone transfer processing means 111 and an input work processing means 112.
Function as. Although simplified in FIG. 3, the processor 110 functions as the telephone transfer processing unit 111 and the input job processing unit 112 by reading the telephone transfer processing program and the input job processing program from the storage unit 120. Of course, the processor 110 may function as each of these means by reading the program from the recording medium by a recording medium reading device (not shown) connected to the bus 11a.

The telephone transfer processing means 111 is a multifunctional telephone 1.
The telephone transfer process is executed in conjunction with 3. Specifically, the first processing means for transferring the display data of the display 16 to the other terminal 1 when transferring the received telephone, and the display data transferred from the other terminal 1 based on the first processing are The function as the two processing means of the second processing means displayed on the display 16 is executed.

In this telephone transfer processing, the display contents of the screen and the telephone are transferred in synchronization. In the first process, when the transfer button of the multifunction telephone 13 is pressed, the processor 110 receives a transfer command and transfer destination identification data (for example, an extension number) via the bus 11a. In response to this transfer instruction, the telephone transfer processing means 111 transmits to the server 3 the form identification data, the status data and the identification data of the transfer destination that specify the form to be inquired by telephone. The server 3 first reads, from the form registration data storage means 36, the form registration data to be inquired based on the received form identification data. And server 3
Sends the form registration data and status data to another terminal 1 identified by the transfer destination identification data.

The second processing is executed in the terminal 1 which has received these form registration data and status data. First, the telephone transfer processing means 111 of the terminal 1 which has received these data causes the display 16 to display the data required in the status specified by the status data among the received form registration data. The display contents of the display 16 are, for example, a job processing screen necessary for the status specified by the status data, data input by the transfer source, and the like. By combining and displaying these, the screen displayed at the transfer source can be taken over as it is to the screen at the transfer destination. In this way, it becomes easy to transfer the information to the person in charge at the transfer destination together with the transfer of the telephone. This completes the second processing.

By managing the status data in more detail and associating it with the input data in more detail, a more faithful transfer of the transfer screen becomes possible. For example, if multiple input data are input at the transfer source,
The input data and the status data are associated with each other.
Then, the data including such association may be transmitted from the transfer source terminal 1 to the transfer destination terminal 1 via the server 3. The association between the status data and the input data is, for example, when there is a power receiving process status, when there is an input data item such as a customer name and a contract number in the power receiving process, the input data is associated with the data item attribute in that status, and The data item attributes and the input data are associated with the status data and transmitted to the transfer destination terminal 1 via the server 3. As a result, the transfer destination terminal 1 can faithfully reproduce the transfer source display screen based on the status data, the data item attribute, and the input data.

On the other hand, in parallel with the first processing, the processor provided in the multi-function telephone 13 sends a transfer command to the telephone line 17
Make a call to the destination phone via. Transfer destination multi-function phone 13
The processor can take a call by transferring when the receiver is removed based on the received transfer command. The transfer of this telephone call is performed in parallel with the first processing and the second processing.

Details of the input work processing by the input work processing means 112 will be described later.

FIG. 4 is a diagram showing an example of a detailed configuration of the server 3. The server 3 includes a processor 30, a communication interface 35, a form registration data storage means 36, and a host interlocking data table storage means 37. The processor 30 is connected to the storage means 36 and 37. The processor 30 functions as an input work processing support means 31 and a transfer mediation means 32. Although not shown in FIG. 4, the input work processing support program and the telephone transfer management program are read from a program storage means (not shown) so that the processor 30 causes the input work processing support means 3 to operate.
1. It functions as the transfer mediation means 32. A communication interface 35 is connected to the processor 30. The communication interface 35 controls data communication with the terminal 1 and the host computer 4 via the network 2 and the communication line 5 based on a command from the processor 30.

The input work processing support means 31 executes input work support processing in each terminal 1. Specifically, various data transmitted in each status of each terminal 1 are received and stored in the form registration data storage means 37. It also manages the status of business processing in the terminal 1. Further, in order to cause the host computer 4 to perform processing on the form in which each terminal 1 is in the status of waiting for the host processing result, the data is stored in the host interlocking data table storage means 37 as the host interlocking data table, and the host computer 4 The processing result by the above is read from the host interlocking data table storage means 37 and provided to the terminal 1.

Upon receiving a transfer command from any one of the terminals 1, the transfer mediating means 32 transmits the necessary data to the transfer destination designated by the terminal 1 and executes the relay processing of the telephone transfer processing.

Next, the input work processing by the input work processing means 112 will be described.

The input work processing is performed in seven processes by seven persons including a receptionist, an imager, a document checker, a person in charge A, a person in charge of input B, a person in charge of result confirmation, and a person in charge of storage. It is divided and these seven steps are sequentially processed to be completed. The statuses between the processes are classified into seven statuses A to G and managed. One terminal 1 is assigned to each person in charge. Then, the process of each step is performed using the assigned terminal 1.

FIG. 5 is a diagram showing a flow chart of the input work process. The input work process is (s51) to (s58)
The status A is from (s52) to (s53) and the status B is from (s53) to (s54).
..., status F from (s57) to (s58), (s
After step 58), each process is managed by status data, such as status G. The status data indicating the status of the work progress is stored in the form registration data storage means 36 of the server 4 in association with the form registration data. By accessing the form registration data storage means 36 of the server 4 from the terminal 1, the terminal 1 can appropriately refer to this status.

As shown in FIG. 5, acceptance of documents (s51)
Then, the bar code reader 12 reads the bar code attached to the document by the bar code reader 12 (s52). When the barcode reading process is completed, the form is passed to the image person in charge. The image person in charge performs an image data acquisition process in which the image data of the document is acquired by the scanner 14 (s53). When the image data acquisition process is complete, the document is handed over to the document checker. The person in charge of document check performs a document check process for checking whether or not necessary items to be filled in the document are omitted (s54). When the document check process is completed, the document is passed to the input person A. The person in charge of input A performs a data input process of inputting predetermined data according to the data input screen (s55). When the data input process by the input person A is completed, the document is passed to the input person B. Input person B
Performs the data input processing according to the data input screen similarly to the data input processing of (s55) (s56). When the data input process by the person in charge of input B is completed, the person in charge of document result confirmation is passed. After (s56), various data relating to the document to be subjected to the data input process is transmitted to the host computer 4 via the server 3 and a predetermined process is executed. Then, the processing result is transmitted to the terminal 1 via the server 3. The document result confirmation person performs a host processing result confirmation processing for confirming the processing result in the host computer 4 on the host processing result screen (s57). When the host processing result confirmation processing is completed, the document is passed to the person in charge of storage. The person in charge of storage performs a storage process of associating the data indicating the storage location with the various data processed in (s51) to (s57) and transmitting the data to the server 3 (s58). By this storage processing, the form registration data for which the input work has been completed is registered in the server 3.

Next, the concrete processing of the input work processing is shown in FIG.
~ It demonstrates according to the sequence diagram of FIG.

The input work processing means 112 is means for executing input work processing as an example of office work using the terminal 1. The input work processing means 112 includes a barcode processing means 112a, an image data processing means 112b, a document check processing means 112c, and a data input processing means 11.
2d, an office work result confirmation processing means 112e, and a result storage processing means 112f. In addition, the input work processing means 112 not only executes various processes such as the bar code process, the image data process, the data input process, the host interlocking process, the clerical work result confirmation process, and the result storage process, and also performs these processes. Execute status management processing to manage status. By this status management process, the sequence of each of these processes can be managed.

As shown in FIG. 6, the bar code processing means 1
12a displays a bar code processing screen (form reception screen) on the display 16 of the terminal 1a, and prompts the receptionist to read the bar code. On the form reception screen, the receptionist reads the bar code attached to the form using the bar code reader 12 (s61), and the read bar code data is output to the processor 110. In the form,
There are two types of barcodes, a form identification barcode and a reception management barcode. Therefore, the read bar code data consists of the form identification data and the reception management data.
Is one. The bar code processing means 112a transmits the obtained form identification data and reception management data to the server 3 (s62). The server 3 stores the received form identification data and reception management data in the form registration data storage means 36 as form registration data (s63). The input work processing support means 31 of the server 3 stores status data in association with this form registration data. The status data is
Status A is indicated at the end of the barcode reading process.

The form for which the barcode processing has been completed is passed to the person in charge of image processing who performs the image data processing in the next step. As shown in FIG. 7, the image data processing means 1
12b displays an image acquisition screen on the display 16 of the terminal 1b. When the person in charge of image reads the barcode using the barcode reader 12 on this image acquisition screen (s71), the read barcode data is transmitted to the server 3. By transmitting the barcode data, the server 3 is prompted by the terminal 1 to transmit the form registration data. The server 3 stores the form registration data associated with the received barcode data with the form registration data storage means 36.
Is searched and transmitted to the terminal 1b, and the form registration data is displayed on the image acquisition screen (s74). The image person uses the scanner 14 to read the image data of the form on the image acquisition screen (s7).
5). The read image data is output to the processor 110 via the bus 11a. The image data processing means 112b transmits the acquired image data to the server 3 together with the form identification data and the reception management data.
The input work processing support means 31 of the server 3 stores the received image data in association with the form identification data and the reception management data, and updates the status data from status A to status B (s77).

The form for which the image data processing has been completed is passed to the person in charge of document checking who performs the document check processing in the next step. As shown in FIG. 8, the document check processing means 112c displays a document check screen on the display 16 of the terminal 1c. When the person in charge of document check reads the barcode using the barcode reader 12 on this document check screen (s81), the read barcode data is transmitted to the server 3 (s82). The server 3 retrieves form registration data associated with the received barcode data from the form registration data storage means 36 (s8).
3) Send to the terminal 1c (s84). The data input processing means 112b having received the form registration data displays a document check screen including the form identification data, the reception management data and the image data on the display 16 of the terminal 1c. The person in charge of document check performs a document check process to determine whether or not there is any defect in the document based on the contents displayed on the display 16 (s85). When the document check processing is completed, the document check processing means 112c transmits the document check result to the server 3 (s86). Server 3
Judges whether or not the received document check result has any deficiency such as omission. If it is determined that there is no deficiency, the document check result is stored in the form registration data storage means 36 as form registration data, and the status is The data is updated from status B to status C (s87).

The form for which the document check process has been completed is passed to the input person A who performs the data input process, which is the next step. As shown in FIG. 9, the data input processing means 112d.
Displays the data input screen on the display 16 of the terminal 1d. When the person in charge of input A reads the bar code using the bar code reader 12 on this data input screen (s9
1), the read barcode data is transmitted to the server 3 (s92). The server 3 retrieves the form registration data associated with the received barcode data from the form registration data storage means 36 (s93) and sends it to the terminal 1c (s94).

The data input processing means 112d having received the form registration data displays a data input screen including a part of the image data (partial image data) and a data input field image (input support image) on the display 16 of the terminal 1c. (S95). Specifically, the data input processing means 112d
Generates partial image data by extracting an image of a region where characters and symbols are written by hand from the image data of the entire form. Then, the input support image data is generated so that the data input field image is displayed in association with the partial image data. Then, image data in which the partial image data and the input support image data are displayed in association with each other is generated, and a data input screen is displayed on the display 16 based on the image data. The process of extracting partial image data from the image data of the entire form may be executed in advance after the server 3 side receives the image data of the entire form.

An example of this data input screen is shown in FIG. As shown in FIG. 13, for example, among the data input items, there are a group number, an insured person number, an insured person's name, and the like, and each of the data input items is a portion in which those items are entered from the image data of the entire form. Is partially cut out and displayed, and the data input field is displayed in association with this partial image data. When any one of the data input fields is selected and data is input by a keyboard (not shown) or the like provided in the terminal 1c (s96), the input data is displayed in this data input field. Input person A
By collating the input data displayed in the data input field with the image of the partial form image data, the input error can be reduced.

When the data input is completed, the data input processing means 112d transmits the input data as the input data A to the server 3 (s97). The server 3 stores the received input data A as form registration data in the form registration data storage means 36, and updates the status data from status C to status D (s98).

The form for which the input data processing by the input person A has been completed is input by the input person B who processes the input data again.
Passed to.

After that, in the terminal 1e and the server 3, (s91) to (s) between the terminal 1d and the server 3 described above.
The same processing as 97) is executed. That is, as shown in FIG. 10, a barcode reading process (s101), a barcode data transmission process to the server 3 (s102), a form registration data search in the server 3 (s103), and a transmission process to the terminal 1e (s103). s104), display of data input processing screen on terminal 1e (s105), data input by input person B (s106), transmission of input data B (s)
107) is executed. The processing by the person in charge of input A and the processing by the person in charge of input B have common data items and input contents.

The server 3 which has received the input data B receives the input data B and the form registration data storage means 36 in advance.
The input data A stored in is collated (s108). If the input data A and the input data B match, it is determined that there is no error in the input contents, and the status data of the form registration data is updated from status D to status E (s
109). If they do not match, the status may not be updated, the status may be left at D, and data input by another input person may be performed again in the same manner as the data input processing. Alternatively, the status may be returned to C and returned to the first data input process.

Next, the input work processing support means 3 of the server 3
1 extracts the form registration data updated to the status E and converts the form registration data into data that can be processed by the host computer 4. For example, as the conversion processing 1 to the host-linked data, the format conversion is executed (s1
10a), and then, as the conversion processing 2 to the host-linked data, the information header excision conversion code conversion is executed (s11
0b).

Then, the data subjected to the conversion processing is stored in the host interlocking data table storage means 37 as the host interlocking data table. Then, this host-linked data table is transmitted to the host computer 4 (s110c). The host computer 4 executes predetermined data processing (s110d), and the obtained data processing result (host processing result) is transmitted to the server 3 again (s110d). The input work processing support means 31 of the server 3 stores the received host processing result in the host interlocking data table storage means 37, and then executes the reverse conversion processing of the conversion executed in (s110a) and (s110b). Specifically, first, the information header discard code is inversely converted into data that can be processed by the server 3 (s110e), and then the format is inversely converted (s110f).

FIG. 16 shows a conceptual diagram of conversion / inverse conversion processing between the server 3 and the host computer 4. The data table 2 is generated by the conversion process of the format based on the data table 1 obtained from the server 3 from the terminal 1. The data table 3 is generated by the information header truncation code conversion processing based on the data table 2. Various processes are executed by the host computer 4 based on this data table 3 (host interlocking data table). The data table 2 is generated by the inverse conversion process of the information header truncation code based on the obtained processing result. Further, the data table 1 is generated by the inverse conversion process of the format based on the data table 2. Note that, in FIG. 16, in each data conversion, a server that processes the result of the conversion processing may be provided separately from the server 3. That is, the server 3 stores the data before the format conversion, stores the data converted by the next server (second server), and further converts the information header code by the next server (third server). The stored data may be stored and data communication may be performed between the third server and the host computer 4. The system configuration may be appropriately changed according to the necessary data conversion processing.

Next, the host processing result in which the information header truncation code and the format are reversely converted is stored in the form registration data storage means 36 as form registration data (s).
110 g). With the above, the data input process by the input person B and the interlocking process with the host computer 4 are completed.

When the data input processing by the person in charge of input B is completed, the form is passed to the person in charge of result confirmation who performs the result confirmation processing in the next step. As shown in FIG. 11, the result confirmation processing unit 112e displays the result confirmation screen on the display 16 of the terminal 1f. When the person in charge of confirming the result reads the barcode using the barcode reader 12 on this result confirmation screen (s111), the read barcode data is transmitted to the server 3 (s112). The server 3 searches the form registration data storage means 36 for form registration data associated with the received barcode data (s11).
3) Send to the terminal 1f (s114). The result confirmation processing unit 112e that has received the form registration data determines whether the processing is normal based on the host processing result. Then, the determination result is displayed on the display 16. The result confirmation person performs confirmation processing based on the determination result (s11
5). The confirmation processing is input of confirmation data by a person in charge of confirming the result. The result confirmation processing unit 112e transmits the confirmation result to the server 3 (s116). The input work processing support means 31 of the server 3 which has received the confirmation result stores the confirmation result in the form registration data storage means 36 as form registration data and updates the status data from status E to status F (s117). Of course, when the confirmation result indicates that the determination is abnormal, the status E is returned to any one of A to D in order to return to the data input processing or the document check processing without updating the status E. .

When the result confirmation processing by the person in charge of result confirmation is completed, the form is passed to the person in charge of storage who performs the storage processing which is the next step. As shown in FIG. 12, the result storage processing unit 112f displays the storage processing screen on the display 1 of the terminal 1g.
Display in 6. When the person in charge of confirming the result reads the barcode using the barcode reader 12 on this storage processing screen (s121), the read barcode data is transmitted to the server 3 (s122). The server 3 retrieves the form registration data associated with the received barcode data from the form registration data storage means 36 (s123) and sends it to the terminal 1g (s124). The result storage processing unit 112f that has received the form registration data displays the received form registration data on the display 16 of the terminal 1g. The person in charge of result storage determines whether or not the result may be registered based on the content displayed on the display 16, and if it is determined that the result may be registered, inputs a predetermined storage location code (s
125). This storage location code is from the terminal 1 to the server 3
(S126). The server 3 stores this storage location code in the form registration data storage means 36 as form registration data. Also, the form registration data is associated with the status data indicating the status G (s12).
7).

With the above, the input work is completed.

The processed form for which the input work has been completed can be inquired using the terminal 1. The processor 110 of the terminal 1 displays the inquiry screen on the display 16 of the terminal 1. When a person in charge of inquiry inputs key information such as reception management data on this inquiry screen, this key information is transmitted to the server 3. The key information also includes, for example, a customer name, a customer number, a contract number, etc., which the person in charge of receiving power asks from the customer of the power receiving destination. The server 3 searches the form registration data storage means 36 based on this key information, and sends the corresponding form registration data to the terminal 1. The terminal 1 displays the received form registration data. In addition, form registration data such as display data is printed from the printer 15 as needed. As a result, the processed form can be easily managed.

When a telephone inquiry is made, key information such as customer name, customer number, and contract number is heard from the customer, and the data is input on the power receiving screen at the terminal 1. In response to this input, the data is transmitted to the server 3. The server 3 retrieves the form registration data associated with the data from the form registration data storage means 36 and sends it to the terminal 1. The display 16 of the terminal 1 displays the form registration data related to the customer. Of the displayed contents, the form is taken out from the storage location based on the storage location of the form that is the target of the inquiry from the customer. As a result, it is possible to immediately display the screen necessary for responding to telephone inquiries and quickly respond to the response. Further, similarly, since the status data is also included in the form registration data, the progress status of the work can be easily confirmed on the progress status confirmation screen as shown in FIG. 15 based on the status data.

As described above, according to this embodiment, in each terminal, the server 3 stores the reception information, the image information, the progress status, the input information of the host computer 4, the processing result information of the host computer, etc. which have not been managed conventionally. A centralized management workflow is built in. As a result, it becomes possible to perform efficient office work especially in an office-intensive organization. Further, by utilizing the image data, the data input process of the form can be made efficient.

In the above embodiment, an example in which various data necessary for input work processing is managed by using the reception management data and the form identification data has been shown. It can also be registered in the registration data storage means 36.

Further, the above embodiment is only an example in which the present invention is applied to the input work processing. The form identification data and the reception management data are attached to the form as a bar code, and the form is identified by these data. However, the form is not limited to this.

For example, when handling business processing related to corporate insurance, a corporate annuity insurance code, a welfare annuity insurance code,
Attach the group term insurance code etc. to the form as a bar code. Then, associating the individual numbers of the employees of the companies using the corporate insurance, the contract numbers of the insurance contracts, the corporate numbers of the companies, etc., respectively, and relating to these individual numbers, contract numbers, corporate numbers and the above three corporate insurances. Associate the code. Then, like the above-mentioned input work process, by managing the barcode according to the work flow, it is possible to easily perform the information management which has been difficult until now across a plurality of products.

In addition, various kinds of documents such as books and slips can be managed very easily by setting various data that can be read by the bar code.

Further, in the above embodiment, each terminal 1 has the same configuration as in FIG.
Although the hardware configuration of 1 and the software configuration of FIG. 3 are shown in common, the present invention is not limited to this. For example, the terminal 1 that is in charge of the image data acquisition process (s53) does not need to include the scanner 14, the multifunction telephone 13, and the printer 15. If the processor 110 functions as the image data processing means 112b, the document check processing means 112c and the data input processing means 11 will be described.
It does not need to function as 2d. In addition, in the case of a terminal that performs other processing (s51, s52, s54 to s57), only the necessary configuration may be provided.

It is also possible to cause the terminal 1 to perform a part of the processing performed by the server 3 in this embodiment. In this case, for example, a program for performing processing may be distributed to each terminal 1 as a recording medium in advance, or the program may be distributed to each terminal 1 via a network.

Data communication between the server 3 and the terminal 1 may be wireless communication or wire communication. Further, the detailed configurations of the server 3 and the host computer 4 are not shown, and the present invention can be applied to any configuration, but the data input by the input work is linked to the host computer 4 via, for example, asynchronous communication middleware. You can

[0069]

As described above in detail, according to the present invention, the efficiency of business processing can be improved.

[Brief description of drawings]

FIG. 1 is a diagram showing an overall configuration of a document management system according to an embodiment of the present invention.

FIG. 2 is a diagram showing an example of a hardware configuration of a terminal according to the same embodiment.

FIG. 3 is a diagram showing in detail a configuration including software of the terminal according to the embodiment.

FIG. 4 is a diagram showing an example of a configuration of a server according to the embodiment.

FIG. 5 is a view showing a flowchart of an input work process according to the embodiment.

FIG. 6 is a sequence diagram of a specific process (barcode process) of the input work process according to the embodiment.

FIG. 7 is a sequence diagram of specific processing (image data processing) of input work processing according to the embodiment.

FIG. 8 is a sequence diagram of specific processing (document check processing) of input work processing according to the embodiment.

FIG. 9 is a sequence diagram of a specific process (data input process) of the input work process according to the embodiment.

FIG. 10 is a sequence diagram of specific processing (data input processing) of the input work processing according to the embodiment.

FIG. 11 is a sequence diagram of a specific process (result confirmation process) of the input work process according to the embodiment.

FIG. 12 is a sequence diagram of a specific process (result storage process) of the input work process according to the embodiment.

FIG. 13 is a view showing an example of a data input screen according to the same embodiment.

FIG. 14 is a diagram showing an example of a form according to the embodiment.

FIG. 15 is a diagram showing an example of a progress situation confirmation screen according to the embodiment.

FIG. 16 is a conceptual diagram of data conversion and reverse conversion between the server and the host computer according to the embodiment.

[Explanation of symbols]

1 ... Terminal 2 ... Network 3 ... server 4 ... Host computer 5 ... communication line 11 ... Terminal body 11a ... bus 12 ... Bar code reader 13 ... Multi-functional telephone 14 ... Scanner 15 ... Printer 16 ... Display 17 ... Telephone line 18 ... Transmission / reception means 31 ... Input work processing support means 32 ... Transfer mediating means 36 ... Form registration data storage means 37 ... Host interlocking data table storage means 110 ... Processor 111 ... Telephone transfer processing means 112 ... Input work processing support means 120 ... Storage means

   ─────────────────────────────────────────────────── ─── Continued front page    (72) Inventor Shingo Kinoshita             1-9 Nikko-cho, Fuchu-shi, Tokyo Dai-ichi Life Information             System Co., Ltd. F term (reference) 5B072 AA01 BB00 CC02 CC04 CC24                       MM01 MM02                 5B075 KK07 ND03 ND07 NK02 NK25                       PP05 PP22 PQ02 UU06

Claims (13)

[Claims] 1. A document management system for managing documents using a terminal system and a server connected by a communication line, wherein the terminal system includes a bar code reading unit for reading a bar code attached to the document. And a display unit for displaying the document management data transmitted from the server, wherein the server transmits the barcode data read by the barcode reading unit to the server. Receiving means for receiving from the terminal system, storage means for storing the barcode data in association with the document management data for managing the document, and storage means for storing the document management data associated with the received barcode data. A document management system, comprising: a document management unit that extracts the data from the document and transmits the document to the terminal system. 2. A document management system for managing a document by performing data communication with a server connected by a communication line, comprising bar code reading means for reading a bar code attached to the document, and the bar. A document management system including means for transmitting the bar code data read by the code reading means to the server, urging the server to transmit the document management data, and display means for displaying the document management data transmitted from the server. . 3. A document management system for managing a document by performing data communication with a terminal system connected by a communication line, wherein the barcode obtained by reading a barcode attached to the document. Receiving means for receiving data, storage means for storing the barcode data in association with the document management data for managing the document, and document management data associated with the received barcode data from the storage means A document management system comprising: a document management unit that extracts the document and transmits it to the terminal system. 4. The terminal system further includes a telephone,
A first transmission of telephone transfer data including at least one of input data input by the terminal system, barcode data on a document being processed, and document management data together with a telephone identification number received from the telephone to the server; The server further includes a transfer processing unit and a second transfer processing unit for displaying the telephone transfer data of the document being processed on the display unit based on the telephone transfer data received from the server, wherein the server further receives from the terminal system. 4. The document management system according to claim 1, further comprising transfer mediation means for transmitting the transferred telephone transfer data to a terminal system including a telephone identified by the telephone identification number. 5. The terminal system further comprises a scanner for acquiring image data of a document, and partial image data of either the image data acquired by the scanner or the image data transmitted from the server. A data input operation processing unit that displays an image generated based on a certain partial image data on the display unit and prompts the user to input document management data, and the transmission unit manages the image data acquired by the scanner. 4. The document management system according to claim 1, which executes a process of transmitting the data as the data to the server and a process of transmitting the input document management data to the server. 6. The data input work processing means is an input support for urging input of partial image data including characters or symbols written by handwriting in the image data and characters or symbols readable from the image data. The document management system according to claim 5, further comprising image data processing means for performing image processing for simultaneously displaying the partial image and the input support image on the display means based on image data. 7. The server further comprises first data conversion means for converting the document management data received from the terminal into host data that can be processed by the host computer; and transmitting the host data to the host computer. Host interlocking processing means for prompting processing by the host computer, second data converting means for converting host processing data processed by the host computer into server data that can be processed by a server, and the server data The document management system according to claim 1, further comprising a data registration unit that stores the data in a storage unit. 8. The terminal further comprises a process of transmitting status data indicating a progress status of document management in association with the bar code data, and a status indicating a progress status of document management based on the status data received from the server. A terminal side status management means for executing processing for displaying on the display means, wherein the document management means of the server stores the status data in the storage means in association with the bar code data; The document management system according to claim 1, further comprising a server-side status management unit that, when received from the terminal, executes a process of transmitting status data to the terminal. 9. The status management means of the server manages the same data input processing for the same document specified by the same barcode data in a plurality of statuses, and the status management means in a plurality of statuses. The document according to claim 8, further comprising: a determination unit that, when receiving the result of the data input process from each of the terminals, collates the process results of the data input process results and determines whether or not there is an error in the data input process. Management system. 10. A power receiving office work management system for managing power receiving office work by using a terminal system and a server connected by a communication line, wherein the terminal system is a display unit connected to the terminal, and is connected to the terminal. And the input data entered in the terminal system together with the telephone identification number received from the telephone, the barcode data for the document being processed, the document management data for managing the document, and the office work being processed. First transfer processing means for transmitting to the server telephone transfer data comprising at least one of status data indicating a status; and the telephone transfer data for a document being processed based on the telephone transfer data received from the server, A second transfer processing unit for displaying on the display unit, wherein the server further receives from the terminal system. A power receiving office management system including transfer mediating means for transmitting the received telephone transfer data to a terminal system including a telephone identified by the telephone identification number. 11. A document management method for managing a document using a terminal system and a server connected by a communication line, wherein the terminal system reads a bar code attached to the document, and the read bar. For transmitting the code data to the server, displaying the document management data transmitted from the server, the server receiving the barcode data from the terminal system, the barcode data for managing the document A document management method for storing the document management data in association with the document management data, extracting the document management data associated with the received barcode data from the storage unit, and transmitting the extracted document management data to the terminal system. 12. A document management program for giving a command to a terminal system to manage a document by performing data communication with a server connected by a communication line, wherein the document management program is a bar code reading means. Means for causing the server to transmit the barcode data obtained by reading the barcode attached to the document, and for prompting the server to transmit the document management data, and displaying the document management data transmitted from the server A document management program that functions as a means to do this. 13. A document management program for instructing a server to manage a document by performing data communication with a terminal system connected by a communication line, the document management program being attached to the document. Means for receiving barcode data obtained by reading the barcode, means for storing the barcode data in association with document management data for managing the document, and association with the received barcode data A document management program that functions as a unit for extracting the obtained document management data from the storage unit and transmitting it to the terminal system.