JP2004078336A - Computer-assisted name sorting system and computer-assisted name sorting method - Google Patents

Computer-assisted name sorting system and computer-assisted name sorting method Download PDF

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JP2004078336A
JP2004078336A JP2002234458A JP2002234458A JP2004078336A JP 2004078336 A JP2004078336 A JP 2004078336A JP 2002234458 A JP2002234458 A JP 2002234458A JP 2002234458 A JP2002234458 A JP 2002234458A JP 2004078336 A JP2004078336 A JP 2004078336A
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aggregation
master
key
name identification
processing
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JP4248819B2 (en
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Yoshimasa Aikawa
愛川 義政
Wataru Kuribayashi
栗林 亘
Hiroshi Tanaka
田中 宏
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Fujitsu Ltd
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Fujitsu Ltd
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Abstract

<P>PROBLEM TO BE SOLVED: To easily utilize information by allowing various types of computer-assisted name sorting processing to be executed according to the contents of various types of processing when a plurality of databases are integrally processed. <P>SOLUTION: This computer-assisted name sorting system comprises a first computer-assisted name sorting processing means generating a first computer-assisted name sorting conversion master by executing a computer-assisted name sorting processing by aiming at a first key, a second computer-assisted name sorting processing means generating a second computer-assisted name sorting conversion master by executing a computer-assisted name sorting processing by aiming at a second key involving the first key, a collective pattern set means accepting the setting of collective patterns by the combination of the first key with the other keys for each data collected by the second key and generating the collective pattern master based on the setting of the accepted collective pattern, and a computer-assisted name sorting totalling processing means executing the computer-assisted name sorting totalling processing based on the collective pattern master. <P>COPYRIGHT: (C)2004,JPO

Description

【0001】
【発明の属する技術分野】
本発明は、重複データを排除するための名寄せ処理方法および名寄せ処理システムに関し、特に、処理内容や利用者の設定に応じて任意のデータ統合を可能とする名寄せ処理方法および名寄せ処理システムを提供する。
【0002】
【従来の技術】
商品の販売を行ったり、金融取引を行うような企業や団体の場合、顧客情報をデータベース化して顧客情報管理を行っている。このような顧客情報管理システムを構築する場合、複数のデータマスタを用いて所定の処理を実行する際にデータが重複していることが考えられるため、顧客個人名や世帯に応じた名寄せ処理を実行する必要がある。
【0003】
特に、JA(農業共同組合)では、組合員が作った農作物を集約して販売を行う販売事業や農業生産に必要な資材や生活に必要な物資を一括して購入する購買事業などの経済事業、取引、預金の受入、資金の貸し付け、為替の取り扱い、手形の割引、債務保証などの信用事業、生命保険や損害保険と同等の役割を果たす共済事業、その他の複数の事業を行っており、それぞれの事業について組合員個人によるデータや世帯毎のデータを管理するシステムが構築されている。同一事業内においても、1個人が複数の組合員コードを保有しているような場合があり、このような各種データを処理内容に応じた集計処理を行う場合に、組合員個人または世帯毎に名寄せ処理を行って集計処理を行う必要がある。
【0004】
たとえば、主要業務である経済事業、信用事業、共済事業のそれぞれのシステムにおいて保有する所属支所、組合員コード、性別、生年月日、電話番号、住所などの組合員基本情報から同一人物による名寄せ処理を行って個人名寄せ変換マスタを構築する。同様に、経済事業、信用事業、共済事業のそれぞれのシステムにおいて保有する所属支所、組合員コード、性別、生年月日、電話番号、住所などの組合員基本情報から同一世帯による名寄せ処理を行って世帯寄せ変換マスタを構築する。このような個人名寄せ変換マスタと世帯名寄せ変換マスタを用いて、各処理内容に応じた個人、世帯毎の名寄せ集計処理を実行して、モニタ画面への表示、帳票出力などを行っている。
【0005】
【発明が解決しようとする課題】
前述したような系統組織の業務は縦割りになっている場合が多く、それぞれの事業内において個人名寄せ処理や世帯名寄せ処理を実行していても、各事業間による名寄せ処理の統合化が未実施であったり、未導入である場合が多い。また、各組合員の情報のうち一部を地域情報として公開するような場合に、組合員や世帯ごとに名寄せ処理を行ってしまうと、この情報を活用することが難しくなる。たとえば、経済事業取引のうちのある作物に関しては、家族全員の集計とする必要あり、他の作物に関しては本人と長男、さらに他の作物に関しては長男と次男の集計とする必要があるような場合がある。したがって、同一世帯を全て集約してしまうと、その情報を活用することができなくなり、十分な情報の提供ができなしという問題が生じる。
【0006】
本発明は、複数のデータベースを統合的に処理する際に、各種の処理内容に応じて種々の名寄せ処理を実行可能とし、情報の活用を容易にすることを目的とする。
【0007】
【課題を解決するための手段】
本発明に係る名寄せ処理システムは、第1キーに着目して名寄せ処理を実行し第1名寄せ変換マスタを生成する第1名寄せ処理手段と、第1キーを包括する第2キーに着目して名寄せ処理を実行し第2名寄せ変換マスタを生成する第2名寄せ処理手段と、第2キーにより集約されるデータ毎に、第1キーと他のキーとの組み合わせによる集約パターンの設定を受け付け、受け付けた集約パターンの設定に基づいて集約パターンマスタを生成する集約パターン設定手段と、集約パターンマスタに基づいて名寄せ集計処理を実行する名寄せ集計処理手段とを備える。
【0008】
ここで、集約パターン設定手段は、処理内容毎に集約パターンマスタによる名寄せ集計処理を拒否する集約拒否の設定を受け付け、受け付けた集約拒否の設定に基づいて集約拒否マスタを生成する機能をさらに備え、名寄せ集計処理手段は集約パターンマスタと集約拒否マスタに基づいて名寄せ集計処理を実行するように構成できる。
【0009】
また、第1キーを個人とし、第2キーを世帯とすることができる。
本発明に係る名寄せ処理システムは、複数の基本情報マスタより第1キーに着目して名寄せ処理を実行し第1名寄せ変換マスタを生成する段階と、複数の基本情報マスタより第1キーを包括する第2キーに着目して名寄せ処理を実行し第2名寄せ変換マスタを生成する段階と、第2キーにより集約されるデータ毎に、第1キーと他のキーとの組み合わせによる集約パターンの設定を受け付け、受け付けた集約パターンの設定に基づいて集約パターンマスタを生成する段階と、処理内容毎に集約パターンマスタによる名寄せ集計処理を拒否する集約拒否の設定を受け付け、受け付けた集約拒否の設定に基づいて集約拒否マスタを生成する段階と、集約パターンマスタおよび集約拒否マスタに基づいて名寄せ集計処理を実行する段階とを含む。
【0010】
ここで、第1キーを個人とし、第2キーを世帯とすることができる。
【0011】
【発明の実施の形態】
本発明の1実施形態として、JA(農業共同組合)の主要業務である経済事業取引、信用事業取引、教材事業取引に関するデータ処理を行う場合について考察する。
経済事業取引は、組合員が作った農作物を集約して販売を行う販売事業や農業生産に必要な資材や生活に必要な物資を一括して購入する購買事業などを行うものである。この経済事業取引を行う組合員の所属支所、組合員コード、性別、生年月日、電話番号、住所などの組合員基本情報は、経済事業基本マスタ11に格納されている。
【0012】
また、信用事業取引は、取引、預金の受入、資金の貸し付け、為替の取り扱い、手形の割引、債務保証などを行うものである。この信用事業取引を行う組合員の所属支所、組合員コード、性別、生年月日、電話番号、住所などの組合員基本情報は、信用事業基本マスタ12に格納されている。
さらに、共済事業取引は、生命保険や損害保険と同等の役割を果たすものであり、この共済事業取引を行う組合員の所属支所、組合員コード、性別、生年月日、電話番号、住所などの組合員基本情報は、共済事業基本マスタ13に格納されている。
【0013】
個人名寄せ処理手段110は、経済事業基本マスタ11、信用事業基本マスタ12、共済事業基本マスタ13のそれぞれから個人に着目した名寄せ処理を実行し、個人名寄せ変換マスタ31を生成する。
世帯名寄せ処理手段120は、同様にして、経済事業基本マスタ11、信用事業基本マスタ12、共済事業基本マスタ13のそれぞれから世帯に着目した名寄せ処理を実行し、世帯名寄せ変換マスタ32を生成する。
【0014】
集約パターン設定手段40は、世帯により集約されるデータ毎に個人と他の項目との組み合わせによる集約パターンの設定を受け付けて、受け付けた集約パターンの設定に基づく集約パターンマスタ42を生成する。また、集約パターン設定手段40は、処理内容毎に集約パターンマスタによる名寄せ集計処理を拒否するための集約拒否の設定を受け付けて、受け付けた集約拒否の設定に基づく集約拒否マスタ41を生成する。
【0015】
個人/世帯名寄せ集計処理手段130は、個人名寄せ変換マスタ31、世帯変換マスタ32、集約パターンマスタ42、集約拒否マスタ41に基づいて、データの集約を行い名寄せ集計処理を実行する。個人/世帯名寄せ集計処理手段130により集計処理されるデータは、経済事業取引データ21、信用事業取引データ22、共済事業取引データ23などの取引データ20である。
【0016】
個人/世帯名寄せ集計処理手段130で名寄せ集計処理はなされたデータは、モニタ画面を解して各種画面表示51がなされ、また各種帳票52として出力される。
〔個人名寄せ〕
個人名寄せの集約パターンを設定する場合について、図2に基づいて説明する。
【0017】
この例では、組合員である富士通太郎さんは、組合員コード”123”により、トマトの栽培・出荷をしており、組合員コード”555”で梨の栽培・出荷をしている。また、富士通太郎さんは、組合員コード”888”、組合員名”富士通製茶園”でお茶の栽培・出荷をしている。出荷の利便性により、トマトはA支所に出荷し、梨はB支所に出荷しているため、同一組合員名でありながら、異なる組合員コードを保有している。さらに、”富士通太郎”さんの同一世帯の長男”富士通一郎”さんが組合員コード”222”でトマトの栽培・出荷をしているとする。
【0018】
名寄せ処理を行わない場合には、図2の左欄のように、組合員コード”123”,”555”,”888”,”222”のそれぞれについて集計処理を行うこととなる。個人名寄せ処理手段110では、”富士通太郎”さんの所属支所、組合員コード、性別、生年月日、電話番号、住所などに基づいて個人名寄せ処理を行い、組合員コード”123”,”555”,”888”をすべて同一個人のデータとする情報を個人名寄せ変換マスタ31に登録する。このような個人名寄せ変換マスタ31を用いて名寄せ集計処理を実行すると、図2の右端欄のように、富士通太郎さんのデータが全て集約されてしまうこととなる。
【0019】
ここで、集約パターン設定手段40では、個人とその他の項目の組み合わせによる集計処理が可能となるように、各種集約パターンの設定を受け付ける。たとえば、集約パターン(1)では、組合員コード”555”と組合員コード”888”のデータを名寄せ処理し、梨の出荷とお茶の出荷に関するデータを集約して集計処理するように構成している。また、集約パターン(2)では、組合員コード”123”と組合員コード”555”のデータを名寄せ処理し、トマトの出荷と梨の出荷に関するデータを集約して集計処理するように構成している。さらに、集約パターン(3)では、組合員コード”123”と組合員コード”888”のデータを名寄せ処理し、トマトの出荷と梨の出荷に関するデータを集約して集計処理するように構成している。
【0020】
各集約パターンは、処理内容毎に設定可能となっており、たとえば、図3に示すように、購買の供給実績、未収金一覧、販売の荷受評価実績、販売実績などについては、集約パターン(2)を用いて名寄せ集計処理を実行するように構成する。
図3では、このような集約パターン(2)を用いた集計処理の他に、名寄せを用いずに集計処理を行う場合や、個人名寄せマスタ31を用いた名寄せ集計処理を行う場合を各処理内容に応じて適宜設定する。
【0021】
〔世帯名寄せ〕
図2の個人名寄せの集約パターンのうち集約パターン(1)を用いた場合、これをさらに世帯毎の集約パターンで名寄せ集計処理を行う場合について考察する。世帯毎の名寄せ処理を行わない場合には、図4の左端欄に示すように、個人名寄せの集約パターン(1)による名寄せ集計処理が実行されることとなる。したがって、組合員コード”555”と組合員コード”888”のデータを名寄せ処理し、梨の出荷とお茶の出荷に関するデータを集約して集計処理することとなる。
【0022】
また、世帯名寄せ変換マスタ32を用いて名寄せ集計処理を実行した場合には、図4の右端欄に示すように、富士通太郎さんの組合員コード”123”,”555”,”888”のデータだけでなく、富士通一郎さんの組合員コード”222”のデータが全て集約されて集計処理されてしまう。
ここで、集約パターン設定手段40では、個人とその他の項目の組み合わせによる集計処理が可能となるように、各種集約パターンの設定を受け付ける。たとえば、集約パターン(1)では、組合員コード”123”と組合員コード”222”のデータを名寄せ処理し、富士通太郎さんのトマトの出荷と富士通一郎さんのトマトの出荷に関するデータを集約して集計処理するように構成している。また、集約パターン(2)では、組合員コード”123”,”555”,”888”のデータを名寄せ処理し、富士通太郎さんのトマト、梨、お茶の出荷に関するデータを集約して集計処理するように構成している。さらに、集約パターン(3)では、組合員コード”555”と組合員コード”888”および組合員コード”222”のデータを名寄せ処理し、富士通太郎さんの梨とお茶および富士通一郎さんのトマトの出荷に関するデータを集約して集計処理するように構成している。
【0023】
このように、各種集約パターンの設定を集約パターンマスタ42として設定しておくことで、処理内容毎に最も適した集約パターンを選択することが可能となる。
〔集約パターンマスタ〕
集約パターンマスタ42に格納される集約パターンは、前述したように処理内容に基づいて設定されており、この例を図6〜図8に基づいて説明する。
【0024】
たとえば、世帯主が富士通太郎さんであり、世帯構成員が富士通太郎以下4人であるような場合に、個人名寄せ変換マスタ31を用いた名寄せ集計処理、世帯名寄せ変換マスタ32を用いた名寄せ集計処理の他に、集約パターンマスタ42に設定された集約パターン(3)〜(7)を用いた名寄せ集計処理を用意しておく。
図6に示すように、業務001(経営)中の処理232(簿記データ集約)については、組合員コード110−12345の富士通太郎さんと組合員コード110−12322の富士通次郎さんのデータを集約する集約パターン(3)、組合員コード110−33332の富士通花子さんのデータを集約する集約パターン(4)、組合員コード110−98767の富士通義男さんのデータを集約する集約パターン(5)を用いて名寄せ集計処理を実行するように設定している。
【0025】
また、図7に示すように、業務002(購買)中の処理554(購買未収金)については、世帯名寄せ変換マスタ32を用いた名寄せ集計処理と、組合員コード110−12345の富士通太郎さんと組合員コード110−12322の富士通次郎さんのデータを集約する集約パターン(3)を用いて名寄せ集計処理を実行するように設定している。
【0026】
さらに、図8に示すように、業務003(販売)中の処理882(取引実績)については、個人名寄せ変換マスタ31を用いた名寄せ集計処理と、世帯名寄せ変換マスタ32を用いた名寄せ集計処理とを実行するように設定している。
〔集約拒否マスタ〕
各処理内容に応じて、集約パターンマスタ42を用いた名寄せ集計処理を拒否する集約拒否の設定を受け付けて集約拒否マスタ41を設定できるように構成されている。この集約拒否の設定を受け付けるための設定メニューを図9に示す。
【0027】
この集約拒否の設定メニューでは、各処理の業務区分および処理の内容を示す業務表示欄および処理表示欄と、これに対応する拒否区分表示欄、設定状況表示欄などを備えている。拒否の設定がなされている処理内容については、設定状況にある項目について集約を行わないように構成される。また、拒否区分が設定なしになっている場合には、全ての対象を集約するように構成される。
【0028】
〔データ管理システム〕
図5に示すように、各データベースや検索システムなどをデータウェアハウスで一元管理するように構成できる。ここでは、購買取引実績データ201、販売取引実績データ202、共済取引実績データ203、信用取引実績データ204などの取引データ200を、データウェアハウスで管理している。
【0029】
このデータウェアハウスでは、さらに、統合世帯マスタ310(世帯名寄せ変換マスタ)、統合組合員マスタ320(個人名寄せ変換マスタ)、集約拒否マスタ401、集約パターンマスタ402および組合員所属マスタ403などを管理している。
また、ファミリ名寄せ処理手段501(個人/世帯名寄せ集計処理手段)は、統合世帯マスタ310、統合組合員マスタ320、集約拒否マスタ401、集約パターンマスタ402に基づいて、取引データ200を名寄せ集計処理して、購買取引ファミリ名寄せデータ601、販売取引ファミリ名寄せデータ602,共済取引ファミリ名寄せデータ603、信用取引ファミリ名寄せデータ604などから構成される業務別名寄マート600を生成する。
【0030】
集約拒否マスタ401、集約パターンマスタ402、組合員所属マスタ403は、それぞれ集約拒否設定手段301、集約パターン設定手段302、所属設定手段303を介してメンテナンスを行うことが可能となっている。集約拒否設定手段301、集約パターン設定手段302、所属設定手段303は、営業所などに設置されている端末に設定されており、職員210による事業別条件メンテナンスを行う際に起動され、設定の変更などができるように構成される。
【0031】
また、集約拒否設定手段301、集約パターン設定手段302、所属設定手段303は、インターネット網を通じて組合員220が操作することが可能となっており、組合員本人による事業別条件メンテナンスが可能となっている。なお、職員による事業別条件メンテナンス、組合員個人による事業別条件メンテナンスの処理については、それぞれのIDおよびパスワードによる認証処理が必要である。
【0032】
データウェアハウスでは、業務別名寄マート600中にある各データを検索するための情報検索ツール700を用意しており、この情報検索ツールを用いて、職員の端末230でデータ検索を行うことが可能となっている。また、組合員が所有する端末240からインターネットを介して情報検索ツール700を利用したデータ検索が可能となっている。
【0033】
【発明の効果】
本発明では、集約パターンの設定を受け付けてこの集約パターンによる名寄せ集計処理を実行しているため、種々の集約パターンによる集計処理が可能となり、個人や世帯だけで名寄せを行う場合に対応できなかったきめの細かい集計処理を実現できる。
【図面の簡単な説明】
【図1】本発明の1実施形態が採用される名寄せ処理システムの説明図。
【図2】個人名寄せパターンの説明図。
【図3】処理別パターン設定の説明図。
【図4】世帯名寄せパターンの説明図。
【図5】データ管理システムの説明図。
【図6】処理別集約パターン設定の説明図。
【図7】処理別集約パターン設定の説明図。
【図8】処理別集約パターン設定の説明図。
【図9】集約拒否パターン設定の説明図。
[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a name identification processing method and a name identification processing system for eliminating duplicate data, and in particular, to provide a name identification processing method and a name identification processing system that enable arbitrary data integration in accordance with processing contents and user settings. .
[0002]
[Prior art]
In the case of a company or an organization that sells products or conducts financial transactions, customer information is managed by creating a database of customer information. When constructing such a customer information management system, data may be duplicated when performing a predetermined process using a plurality of data masters. Need to do it.
[0003]
In particular, JA (agricultural cooperative) is an economic business, such as a sales business that collects and sells agricultural products produced by members and a purchasing business that collectively purchases materials necessary for agricultural production and supplies necessary for daily living. , Transactions, deposit acceptance, loan of funds, handling of foreign exchange, credit discount such as bill discount, debt guarantee, mutual aid business which plays the same role as life insurance and non-life insurance, and several other businesses. For each business, a system has been established that manages data by individual members and data for each household. Even within the same business, one individual may have multiple member codes, and when such various data are aggregated according to the processing content, individual members or households It is necessary to perform aggregation processing by performing name identification processing.
[0004]
For example, the same person's name identification processing based on the member's basic information such as affiliated branch office, member code, gender, date of birth, telephone number, address, etc. owned by each system of the main business, economic business, credit business, mutual aid business To create a personal name conversion master. In the same way, the same household is used to perform name identification processing based on the member's basic information such as affiliated branch office, member code, gender, date of birth, telephone number, address, etc. held in each system of economic business, credit business, mutual aid business Build a household conversion master. By using such a personal name conversion master and a household name conversion master, a name matching tally process is performed for each individual and household according to each processing content, and display on a monitor screen, form output, and the like are performed.
[0005]
[Problems to be solved by the invention]
In many cases, the work of the system organization as described above is vertically divided, and even though individual name identification processing and household name identification processing are executed in each business, integration of name identification processing between each business has not been implemented Or have not been introduced in many cases. Further, in the case where a part of the information of each union member is disclosed as regional information, if the name identification process is performed for each union member or household, it becomes difficult to utilize this information. For example, if one crop of economic business transactions needs to be tabulated for the whole family, other crops need to be tabulated for the person and the eldest son, and for other crops, it is necessary to tabulate the eldest son and the second son. There is. Therefore, if all the same households are aggregated, the information cannot be used, and there is a problem that sufficient information cannot be provided.
[0006]
SUMMARY OF THE INVENTION An object of the present invention is to make it possible to execute various name identification processes according to various processing contents when processing a plurality of databases in an integrated manner, and to facilitate utilization of information.
[0007]
[Means for Solving the Problems]
A name identification processing system according to the present invention performs first name identification processing by focusing on a first key and generates a first name identification conversion master, and name identification by focusing on a second key including the first key. A second merging processing unit for executing a process to generate a second merging conversion master; and accepting and accepting an aggregation pattern setting by a combination of the first key and another key for each data aggregated by the second key. An aggregation pattern setting unit that generates an aggregation pattern master based on the setting of the aggregation pattern, and a name identification aggregation processing unit that executes a name identification aggregation process based on the aggregation pattern master.
[0008]
Here, the aggregation pattern setting unit further includes a function of receiving an aggregation rejection setting for rejecting the name identification aggregation processing by the aggregation pattern master for each processing content, and generating an aggregation rejection master based on the received aggregation rejection setting, The name identification tally processing means can be configured to execute the name identification tally processing based on the aggregation pattern master and the aggregation refusal master.
[0009]
Also, the first key can be an individual and the second key can be a household.
A name identification processing system according to the present invention focuses on a first key from a plurality of basic information masters to execute a name identification process to generate a first name conversion master, and includes the first key from the plurality of basic information masters. A step of executing a name identification process by focusing on the second key to generate a second name identification conversion master, and setting an aggregation pattern by a combination of the first key and another key for each data aggregated by the second key Accepting, receiving the setting of the aggregation pattern master based on the setting of the received aggregation pattern, and accepting the setting of the aggregation rejection for rejecting the merger aggregation processing by the aggregation pattern master for each processing content, based on the received aggregation rejection setting A step of generating an aggregation refusal master and a step of executing a name identification aggregation process based on the aggregation pattern master and the aggregation refusal master are included.
[0010]
Here, the first key can be an individual and the second key can be a household.
[0011]
BEST MODE FOR CARRYING OUT THE INVENTION
As one embodiment of the present invention, a case where data processing relating to economic business transactions, credit business transactions, and teaching material business transactions, which are the main business of JA (agricultural cooperative), will be considered.
The economic business transaction includes a sales business that collects and sells agricultural products produced by members, and a purchasing business that collectively purchases materials necessary for agricultural production and supplies necessary for daily living. The member's basic information such as the affiliated branch, member's code, gender, date of birth, telephone number, and address of the member who conducts the economic business transaction is stored in the economic business basic master 11.
[0012]
Credit business transactions involve transactions, deposit acceptance, loan of funds, handling of foreign exchange, discounting of bills, and guarantee of debts. Basic member information such as the affiliated branch office, member code, gender, date of birth, telephone number, and address of the member performing the credit business transaction is stored in the credit business basic master 12.
Furthermore, the mutual aid business transaction plays a role equivalent to life insurance and non-life insurance, and the affiliated branch office, member code, gender, date of birth, telephone number, address, etc. The member basic information is stored in the mutual aid business basic master 13.
[0013]
The individual name identification processing means 110 executes a name identification process focusing on an individual from each of the economic business basic master 11, the credit business basic master 12, and the mutual aid business basic master 13, and generates an individual name comparison conversion master 31.
Similarly, the household name identification processing means 120 executes a name identification process focusing on the household from each of the economic business basic master 11, the credit business basic master 12, and the mutual aid business basic master 13, and generates a household name conversion master 32.
[0014]
The aggregation pattern setting unit 40 receives an aggregation pattern setting based on a combination of an individual and other items for each data aggregated by the household, and generates an aggregation pattern master 42 based on the received aggregation pattern setting. Further, the aggregation pattern setting unit 40 receives an aggregation rejection setting for rejecting the name identification aggregation processing by the aggregation pattern master for each processing content, and generates an aggregation rejection master 41 based on the received aggregation rejection setting.
[0015]
The individual / household identification aggregation processing means 130 performs data aggregation based on the individual identification conversion master 31, the household conversion master 32, the aggregation pattern master 42, and the aggregation rejection master 41, and executes the name identification aggregation processing. The data aggregated by the individual / household name aggregation aggregation processing means 130 is transaction data 20 such as economic business transaction data 21, credit business transaction data 22, and mutual aid business transaction data 23.
[0016]
The data subjected to the name aggregation processing by the individual / household name aggregation processing means 130 is displayed on various screens 51 through the monitor screen and output as various forms 52.
[Personal name identification]
The case of setting an aggregation pattern for personal identification will be described with reference to FIG.
[0017]
In this example, Taro Fujitsu, a member of the association, cultivates and ships tomatoes with the member code "123", and cultivates and ships pears with the member code "555". Also, Taro Fujitsu grows and ships tea under the union member code “888” and the union member name “Fujitsu Seisakuen”. Due to the convenience of shipping, tomatoes are shipped to branch A and pears are shipped to branch B, so they have different member codes even though they have the same member name. Further, it is assumed that the eldest son "Fujitsu Ichiro" of the same household of "Taro Fujitsu" is cultivating and shipping tomatoes with the member code "222".
[0018]
When the name identification process is not performed, the aggregation process is performed for each of the member codes “123”, “555”, “888”, and “222” as shown in the left column of FIG. The personal identification processing means 110 performs personal identification processing based on the affiliated branch, member code, gender, date of birth, telephone number, address, etc. of "Taro Fujitsu", and the member codes "123", "555". , And "888" are registered in the personal name conversion master 31. When the name identification tallying process is performed using such a personal name identification conversion master 31, all data of Taro Fujitsu will be aggregated as shown in the rightmost column of FIG.
[0019]
Here, the aggregation pattern setting means 40 accepts various aggregation pattern settings so that aggregation processing by a combination of an individual and other items is enabled. For example, in the aggregation pattern (1), the data of the member code "555" and the data of the member code "888" are merged, and data related to pear shipment and tea shipment are aggregated and aggregated. I have. In the aggregation pattern (2), the data of the member code "123" and the data of the member code "555" are merged, and data on the shipment of tomatoes and the shipment of pears are aggregated and aggregated. I have. Further, in the aggregation pattern (3), the data of the member code "123" and the data of the member code "888" are merged, and data relating to the shipment of tomatoes and the shipment of pears are aggregated and aggregated. I have.
[0020]
Each aggregation pattern can be set for each processing content. For example, as shown in FIG. 3, the aggregation pattern (2) is used for purchase supply results, receivables list, sales receipt evaluation results, sales results, and the like. ) Is used to execute the name identification tabulation process.
In FIG. 3, in addition to the aggregation processing using the aggregation pattern (2), a case where the aggregation processing is performed without using the name identification, and a case where the identification aggregation processing using the personal identification master 31 is performed are described. Is set appropriately according to.
[0021]
[House name identification]
In the case where the aggregation pattern (1) is used among the aggregation patterns of the individual name identification in FIG. 2, the case where the name identification aggregation processing is further performed using the aggregation pattern for each household will be considered. When the name identification process for each household is not performed, as shown in the leftmost column of FIG. 4, the name identification aggregation process using the aggregation pattern (1) of the individual name identification is executed. Therefore, data of the union member code "555" and the data of the union member code "888" are merged, and data relating to pear shipment and tea shipment are aggregated and aggregated.
[0022]
In addition, when the name identification tabulation process is executed using the household name identification conversion master 32, as shown in the rightmost column of FIG. 4, the data of Taro Fujitsu's union member code "123", "555", "888" In addition, all the data of Ichiro Fujitsu's union member code "222" is aggregated and processed.
Here, the aggregation pattern setting means 40 accepts various aggregation pattern settings so that aggregation processing by a combination of an individual and other items is enabled. For example, in the aggregation pattern (1), data of the union member code “123” and the union member code “222” are merged, and data relating to Taro Fujitsu's shipment of tomatoes and Ichiro Fujitsu's shipment of tomatoes are aggregated. It is configured to perform aggregation processing. In the aggregation pattern (2), the data of the member codes "123", "555", and "888" are merged, and data on the shipment of tomato, pear, and tea by Taro Fujitsu are aggregated and aggregated. It is configured as follows. Further, in the aggregation pattern (3), the data of the member code “555”, the member code “888” and the member code “222” are merged, and the pear and tea of Fujitsu Taro and the tomato of Fujitsu Ichiro are processed. The system is configured to aggregate data related to shipping and perform aggregation processing.
[0023]
In this way, by setting various aggregation pattern settings as the aggregation pattern master 42, it becomes possible to select the most suitable aggregation pattern for each processing content.
[Aggregation pattern master]
The aggregation pattern stored in the aggregation pattern master 42 is set based on the processing content as described above, and this example will be described with reference to FIGS.
[0024]
For example, in the case where the head of the household is Taro Fujitsu and the number of household members is four or less Taro Fujitsu, a merging and counting process using the personal name conversion master 31 and a merging and counting process using the household name conversion master 32 In addition to the above, a name identification aggregation process using the aggregation patterns (3) to (7) set in the aggregation pattern master 42 is prepared.
As shown in FIG. 6, as for the process 232 (bookkeeping data aggregation) during the operation 001 (management), the data of Taro Fujitsu of the member code 110-12345 and the data of Jiro Fujitsu of the member code 110-12322 are aggregated. Using the aggregation pattern (3), the aggregation pattern (4) that aggregates the data of Hanako Fujitsu of the member code 110-33332, and the aggregation pattern (5) that aggregates the data of Yoshio Fujitsu of the member code 110-98767. It has been set to execute the name identification tabulation process.
[0025]
Also, as shown in FIG. 7, the processing 554 (purchase receivable) during the operation 002 (purchase) includes a name collation tallying process using the household name collation conversion master 32 and Taro Fujitsu of the union member code 110-12345. It is set to execute the name identification aggregation process using the aggregation pattern (3) that aggregates the data of Jiro Fujitsu of the union member code 110-12322.
[0026]
Further, as shown in FIG. 8, in the process 882 (transaction result) during the operation 003 (sales), the name identification tallying process using the personal name identification conversion master 31 and the name identification tallying process using the household name identification conversion master 32 are performed. Is set to execute.
[Aggregation refusal master]
In accordance with each processing content, the configuration is such that an aggregation rejection setting for rejecting the name identification aggregation process using the aggregation pattern master 42 can be accepted and the aggregation rejection master 41 can be set. FIG. 9 shows a setting menu for accepting the setting of the aggregation refusal.
[0027]
The consolidation refusal setting menu includes a business display column and a process display column indicating the business classification of each process and the content of the process, and a corresponding rejection category display column, setting status display column, and the like. The processing contents for which rejection is set are configured so that the items in the setting status are not aggregated. Further, when the rejection category is not set, all the targets are aggregated.
[0028]
[Data management system]
As shown in FIG. 5, each database and search system can be configured to be centrally managed by a data warehouse. Here, transaction data 200 such as purchase transaction record data 201, sales transaction record data 202, mutual aid transaction record data 203, and margin transaction record data 204 are managed by the data warehouse.
[0029]
This data warehouse further manages an integrated household master 310 (household conversion master), an integrated member master 320 (individual name conversion master), an aggregation refusal master 401, an aggregation pattern master 402, a member affiliation master 403, and the like. ing.
Further, the family name matching processing means 501 (personal / household name matching tallying processing means) performs name matching tally processing of the transaction data 200 based on the integrated household master 310, the integrated member master 320, the aggregation refusal master 401, and the aggregation pattern master 402. Then, a business alias called mart 600 composed of purchase transaction family name matching data 601, sales transaction family name matching data 602, mutual aid transaction family name matching data 603, margin transaction family name matching data 604, and the like is generated.
[0030]
The aggregation refusal master 401, the aggregation pattern master 402, and the member affiliation master 403 can perform maintenance via the aggregation rejection setting means 301, the aggregation pattern setting means 302, and the affiliation setting means 303, respectively. Aggregation rejection setting means 301, aggregation pattern setting means 302, and affiliation setting means 303 are set in terminals installed in business offices and the like, and are activated when business conditions are maintained by the staff 210 and changed. And so on.
[0031]
The aggregation rejection setting means 301, aggregation pattern setting means 302, and affiliation setting means 303 can be operated by the union member 220 through the Internet network, and the union members can perform business-specific condition maintenance. I have. It should be noted that, for the processing of the condition maintenance by business by staff and the maintenance of condition by business by individual members, authentication processing by respective IDs and passwords is required.
[0032]
In the data warehouse, an information search tool 700 for searching each data in the business alias Yori Mart 600 is prepared, and the data search can be performed on the staff terminal 230 using this information search tool. It has become. Further, data search using the information search tool 700 from the terminal 240 owned by the union member via the Internet is possible.
[0033]
【The invention's effect】
According to the present invention, the setting of the aggregation pattern is accepted and the name identification aggregation processing is performed using the aggregation pattern. Therefore, the aggregation processing using various aggregation patterns is possible, and it is not possible to cope with the case where name identification is performed only by individuals or households. Fine-grained aggregation processing can be realized.
[Brief description of the drawings]
FIG. 1 is an explanatory diagram of a name identification processing system to which an embodiment of the present invention is applied;
FIG. 2 is an explanatory diagram of an individual name identification pattern.
FIG. 3 is an explanatory diagram of pattern setting for each process.
FIG. 4 is an explanatory diagram of a household name identification pattern.
FIG. 5 is an explanatory diagram of a data management system.
FIG. 6 is an explanatory diagram of an aggregation pattern setting for each process.
FIG. 7 is an explanatory diagram of an aggregation pattern setting for each process.
FIG. 8 is an explanatory diagram of an aggregation pattern setting for each process.
FIG. 9 is an explanatory diagram of an aggregation rejection pattern setting.

Claims (5)

第1キーに着目して名寄せ処理を実行し第1名寄せ変換マスタを生成する第1名寄せ処理手段と、
前記第1キーを包括する第2キーに着目して名寄せ処理を実行し第2名寄せ変換マスタを生成する第2名寄せ処理手段と、
前記第2キーにより集約されるデータ毎に、前記第1キーと他のキーとの組み合わせによる集約パターンの設定を受け付け、前記受け付けた集約パターンの設定に基づいて集約パターンマスタを生成する集約パターン設定手段と、
前記集約パターンマスタに基づいて名寄せ集計処理を実行する名寄せ集計処理手段と、
を備える名寄せ処理システム。
First name identification processing means for executing a name identification process by focusing on the first key and generating a first name identification conversion master;
A second merging processing unit that performs a merging process by focusing on a second key including the first key and generates a second merging conversion master;
Aggregation pattern setting for receiving an aggregation pattern setting based on a combination of the first key and another key for each data aggregated by the second key, and generating an aggregation pattern master based on the received aggregation pattern setting Means,
Name identification tabulation processing means for performing a name identification tabulation process based on the aggregation pattern master,
A name identification processing system comprising:
前記集約パターン設定手段は、処理内容毎に前記集約パターンマスタによる名寄せ集計処理を拒否する集約拒否の設定を受け付け、前記受け付けた集約拒否の設定に基づいて集約拒否マスタを生成する機能をさらに備え、前記名寄せ集計処理手段は前記集約パターンマスタと集約拒否マスタに基づいて名寄せ集計処理を実行する、請求項1に記載の名寄せ処理システム。The aggregation pattern setting means further includes a function of receiving an aggregation rejection setting for rejecting the name identification aggregation processing by the aggregation pattern master for each processing content, and generating an aggregation rejection master based on the received aggregation rejection setting, The name identification processing system according to claim 1, wherein the name identification aggregation processing unit executes the name identification aggregation processing based on the aggregation pattern master and the aggregation refusal master. 前記第1キーは個人であり、第2キーは世帯である請求項1または2に記載の名寄せ処理システム。The name identification processing system according to claim 1, wherein the first key is an individual, and the second key is a household. 複数の基本情報マスタより第1キーに着目して名寄せ処理を実行し第1名寄せ変換マスタを生成する段階と、
前記複数の基本情報マスタより前記第1キーを包括する第2キーに着目して名寄せ処理を実行し第2名寄せ変換マスタを生成する段階と、
前記第2キーにより集約されるデータ毎に、前記第1キーと他のキーとの組み合わせによる集約パターンの設定を受け付け、前記受け付けた集約パターンの設定に基づいて集約パターンマスタを生成する段階と、
処理内容毎に前記集約パターンマスタによる名寄せ集計処理を拒否する集約拒否の設定を受け付け、前記受け付けた集約拒否の設定に基づいて集約拒否マスタを生成する段階と、
前記集約パターンマスタおよび集約拒否マスタに基づいて名寄せ集計処理を実行する段階と、
を含む名寄せ処理方法。
Focusing on the first key from the plurality of basic information masters to execute a name identification process to generate a first name identification conversion master;
Focusing on a second key that includes the first key from the plurality of basic information masters, performing a name identification process to generate a second name identification conversion master;
Receiving a setting of an aggregation pattern by a combination of the first key and another key for each data aggregated by the second key, and generating an aggregation pattern master based on the received aggregation pattern setting;
A step of receiving an aggregation rejection setting that rejects the name aggregation aggregation processing by the aggregation pattern master for each processing content, and generating an aggregation rejection master based on the received aggregation rejection setting,
Performing a merge aggregation process based on the aggregation pattern master and the aggregation refusal master,
Name matching processing method including
前記第1キーは個人であり、第2キーは世帯である請求項4に記載の名寄せ処理方法。5. The method according to claim 4, wherein the first key is an individual and the second key is a household.
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