JP2005284758A - Office management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To perform processing activities of business forms of a plurality of banking organizations collectively without changing formats of business forms which the plurality of banking organizations use individually. <P>SOLUTION: The office management system is provided with; office terminals installed in offices of the plurality of banking organs; a center server which is installed in a center for centralized management of business forms of the plurality of banking organs and is connected to office terminals via communication lines; and a clerk terminal which is installed in the center and is connected to the center server via an intra-center network. Each office terminal is provided with; an image read means for reading a business form image of a business form; a character recognition means for segmenting character images from the business form image read by the image read means, per item and converting segmented character images to character data; and a transmission means for transmitting a business form name and a banking organ name of the business form, character images of respective items, and the character data to the center server as business form data. The center server is provided with; a business form data storage means for storing business form data received from office terminals; a business form data distribution means for extracting and distributing business form data from the business form data storage means to the clerk terminal; and a processing result storage means for storing processing results of clerk terminal's processing activities of business form data. <P>COPYRIGHT: (C)2006,JPO&NCIPI

Description

  The present invention relates to a business management system in which a plurality of business operators such as financial institutions gather and perform business management together.

A conventional office management system connects a plurality of sales offices of financial institutions via a communication line, transmits image data of a form read by the sales office to the center, and the center transmits the image data transmitted by the staff terminal to the text. The data is converted into character data by recognition processing, entry processing is performed in which an attendant corrects the conversion error, and the processing result is stored in a database to collectively manage financial institution forms (for example, Patent Document 1). reference.).
JP 2003-150782 A (mainly page 5 paragraphs 0048-0049 and page 7 paragraphs 0060-0062, FIG. 14)

However, in the above-described conventional technology, since the image data of the form read by the sales office is directly transmitted to the management center and various processes are performed by the attendant terminal, the forms of a plurality of financial institutions having different form formats are used. There is a problem that it is difficult to perform the processing operations in a batch.
In other words, the types of forms such as transfer slips used by financial institutions are the same, but the formats vary depending on the financial institution. When these processing operations are performed collectively, the management system of each financial institution It is difficult to improve the efficiency of equipment reduction due to centralization, because the management center staff who have all the management centers need to learn the processing work procedures of all financial institutions. There is a problem of becoming.

  The present invention has been made to solve the above-described problems, and means for collectively processing a plurality of vendors' forms without changing the format of each of the plurality of vendors. The purpose is to provide.

  In order to solve the above-mentioned problem, the present invention is installed in a branch office terminal installed in a branch office of a plurality of dealers and a center that centrally manages forms of the plurality of dealers, and communicates with the branch office terminal. A center device connected via a line; and a staff terminal installed in the center and connected to the center device via a network in the center; and the store terminal reads image data of a form image; A character recognition means for cutting out a character image for each item from the form image read by the image reading means, and converting the cut character image into character data; a form identification information of the form; A text image for each item, and transmission means for transmitting the text data as form data to the center apparatus, wherein the center apparatus stores form data received from the branch office terminal. Data storage means; form data distribution means for extracting form data from the form data storage means and distributing the form data to the staff terminal; and processing result storage means for storing the processing result of the processing work by the staff terminal of the form data; It is characterized by providing.

  As a result, the present invention makes it possible to process the same type of forms with different formats individually used by a plurality of companies in the same procedure, and without changing the formats of the forms of each company. Thus, it is possible to handle the processing of the forms of a plurality of vendors.

  Embodiments of a business management system according to the present invention will be described below with reference to the drawings.

1 is a block diagram showing a system configuration of the first embodiment, FIG. 2 is a block diagram showing a branch office terminal of the first embodiment, FIG. 3 is a block diagram showing a center server of the first embodiment, and FIG. It is a block diagram which shows an attendant terminal.
In FIG. 1, reference numeral 1 denotes a branch office terminal, which is installed at a branch office of a financial institution such as a bank or a convenience store, a post office, a public office such as a city hall or a ward office, a branch office of a post office, a city hall, a ward office or the like. A terminal device such as a personal computer operated by a person in charge at a sales office, and a form used by the contractor, for example, a transfer slip (forex), a seal registration slip, an account transfer request form (forgery), a bill, a notification of reprinting It has a function of reading an image such as an address change notice and recognizing it. In this embodiment, the trader is described as a financial institution.

Reference numeral 2 denotes a center server as a center device installed in a center established jointly by a plurality of financial institutions, and through a branch terminal 1 installed in a branch and a communication line 3 such as a dedicated line or a telephone line. And has a function of collectively managing the form data of various forms transmitted from the branch office terminal 1.
The center server 2 may be installed in one place by bundling the whole country, or may be installed for each prefecture, for each city, or for each wide area including a plurality of these. That is, the installation location is not limited as long as it can collectively manage the form data transmitted from the branch office terminals 1 of a plurality of financial institutions.

Reference numeral 4 denotes an attendant terminal such as a personal computer, which is connected to the center server 2 via a center network 5 such as a LAN (Local Area Network) provided in the center, and is operated by an attendant in charge of processing work in the center. Thus, it has a function of performing various processing operations.
In FIG. 2, reference numeral 10 denotes a branch office terminal control unit of the branch office terminal 1, which is connected to the center server 2 via the communication line 3 and the intra-center network 5 and controls each unit in the branch office terminal 1. At the same time, it controls data communication and the like.

Reference numeral 11 denotes a storage unit that functions as a storage unit of the store terminal 1 in which a program executed by the store terminal control unit 10, various data used for the program, processing results by the store terminal control unit 10, and the like are stored.
A display unit 12 includes a display screen such as a CRT or LCD, and functions as a display unit of the branch office terminal 1 that displays an image, a confirmation screen, and the like.

An image reading unit 13 includes an optical scanner and functions as an image reading unit of the branch office terminal 1 that reads a form image of a form used by a financial institution.
Reference numeral 14 denotes an input unit, which includes a keyboard, a mouse, and the like, and functions as an input unit of the store terminal 1 through which a person in charge of the store inputs instructions to the store terminal control unit 10.
The above-mentioned sales office terminal 1 is a terminal device configured by a combination of a personal computer and a scanner, but a counter terminal installed at a counter of a financial institution's sales office may be used as the sales office terminal 1. .

It should be noted that a sales office management server is provided at a sales office of a financial institution, and form data transmitted from the sales office terminal 10 to the center is aggregated in the sales office management server, and transmission of the form data to the center is performed from the sales office management server. It may be.
In the storage unit 11 of the sales office terminal 1, a character image for each item is cut out from the form image read in advance by the image reading unit 13, and the cut character image is converted into characters by OCR (Optical Character Recognition) processing or the like. An application program having a function of recognizing and converting it to character data is stored, and character recognition means is formed as hardware formed by the application program and the branch terminal control unit 10, and the branch A terminal processing program having a function of executing various processing operations of the terminal 1 is stored, and various functional means are formed as hardware formed by each step of the store terminal control unit 10 and the terminal processing program. .

  In addition, the storage unit 11 stores the financial institution name, the store name, and the terminal number of the store terminal 1 as the vendor identification information of the installed store, and the form code of the form used by the store. Correspondingly, a form-specific item table describing the coordinate position of the item column where the form name as the form identification information and necessary items are entered, that is, the coordinate position of the item to be cut by the character recognition means is stored.

In FIG. 3, reference numeral 20 denotes a server control unit of the center server 2, which is connected to the branch office terminal 1 of each financial institution via the intra-center network 5 and the communication line 3, and the staff terminal 4 via the intra-center network 5. It controls each part in the center server 2 and controls data communication and the like.
A server storage unit 21 functions as a storage unit of the center server 2 in which a program executed by the server control unit 20 and various data used for the program, processing results by the server control unit 20 and the like are stored.

A display unit 22 includes a display screen such as a CRT or LCD, and functions as a display unit of the center server 2 that displays a work schedule table, a management table, and the like.
An input unit 23 includes a keyboard, a mouse, and the like, and functions as an input unit of the center server 2 through which an administrator or the like of the center inputs an instruction or the like to the server control unit 20.
A printing unit 24 includes an ink jet type or laser type printer, and functions as a printing unit of the center server 2 that prints a result table or the like.

  The server storage unit 21 of the center server 2 described above stores form data storage means for storing the form data transmitted from the branch office terminal 1 and a processing result storage for storing the processing result of the form data processed by the attendant by the attendant terminal 4. Form database 25 functioning as a means, accumulating daily processing results prior to the previous day, storing results information database 26 storing seasonal variations, day-of-week variations, and the like, and operation screens of various processing operations used by the staff terminal 4 The screen database 27 is constructed.

  In addition, the server storage unit 21 corresponds to the clerk ID of the clerk operating the clerk terminal 4, and the clerk's password, face image, current charge processing work and processing work permitted to be processed (referred to as charge qualification). ) And the capacity table 28 for each clerk in which detailed clerk information such as the average processing capacity and the peak processing capacity of the processing qualification of the person in charge and the limit value table in which the upper limit of the number of unprocessed items is set for each financial institution and form 29, a terminal arrangement table 30 in which the arrangement of the clerk terminal 4 is recorded based on the terminal identification number, and a management table 31 for recording the number of received form data and the number of processes for each day by financial institution, by form, and by processing operation. Stored.

Further, the server storage unit 21 stores a process execution program having a function for executing various processes such as operation and management of business related to a form, and is formed by each step of the server control unit 20 and the process execution program. Various functional means are formed as hardware.
In FIG. 4, reference numeral 40 denotes an attendant terminal control unit of the attendant terminal 4 which is connected to the center server 2 via the intra-center network 5 and controls each part in the attendant terminal 4 and also controls data communication and the like.

A storage unit 41 functions as a storage unit of the clerk terminal 4 in which a program executed by the clerk terminal control unit 40, various data used for the program, processing results by the clerk terminal control unit 40, and the like are stored.
A display unit 42 includes a display screen such as a CRT or LCD, and functions as a display unit of the attendant terminal 4 that displays a processing screen for processing work.

An input unit 43 includes a keyboard, a mouse, and the like, and functions as an input unit of the clerk terminal 4 for performing various inputs related to processing tasks by a clerk operating the clerk terminal 4.
The storage unit 41 of the clerk terminal 4 stores a terminal identification number of the clerk terminal 4 and a standby upper limit time that is a predetermined upper limit value of the standby time when the processing operation by the clerk terminal 4 is not performed. A business processing program having a function of executing various business processes for forms is stored, and various functional means are formed as hardware formed by the steps of the staff terminal control unit 40 and the business processing program.

The operation of the above configuration will be described.
The branch office terminal 1 of this embodiment is installed in a branch office of a plurality of financial institutions, and performs transactions with customers using various forms at the counter of the branch office.
The person in charge at the sales office sends the form data of the form to the center server 2 of the center using the sales office terminal 1 after completing a predetermined procedure when a form such as a transfer slip is submitted from the customer.

That is, the person in charge at the sales office sets the form in the image reading unit 13 of the sales office terminal 1 and inputs an image reading instruction through the input unit 14.
Receiving this instruction input, the branch terminal control unit 10 reads the entire form image set by the image reading unit 13.
The branch office terminal control unit 10 that has read the form image recognizes the form code printed on a predetermined part of the form by the character recognition unit as a character, and each item of the form code in the item table by form in the storage unit 11. The coordinate position of the column is read out, the form image is cut out according to the coordinate position, the character image is cut out for each item, recognized as a character, and converted into character data.

Then, the branch office terminal control unit 10 reads the financial institution name (trader name) in the storage unit 11, and uses the financial institution name, the form name of the form code, the character image of each cut item, and the character data recognized for the form, to form the form. Data is created, and a form processing request with a form image attached thereto is transmitted to the center server 2 via the communication line 3 and the center network 5.
The center server 2 that has received the form data in response to the form processing request stores the received form data in the form database 25 (step S2 in FIG. 5 described later).

In this way, the character image clipped for each item and the form data such as the character data are transmitted from the branch office terminal 1 of each financial institution according to the format of the various forms used by the financial institution. It is stored in the form database 25, and forms of various formats of each financial institution can be handled collectively.
In other words, the forms of financial institutions are the same because the forms are the same, even if the forms are the same. It becomes possible to process the forms of each type of financial institution in the same procedure.

On the other hand, at the center, when the clerk is seated at the clerk terminal 4, the clerk ID and its password are input by the input unit 43, and the clerk terminal control unit 40 that recognizes this input identifies the terminal of the storage unit 41 with the clerk ID and password. The terminal information attached with the number is transmitted to the center server 2 via the intra-center network 5 (step SB1 in FIG. 18 described later).
Hereinafter, the operation processing of the center server according to the present embodiment will be described according to the steps indicated by S using the flowchart shown in FIG.

S1, when the operation processing of the day is started, the server control unit 20 of the center server 2 deletes the staff arrangement registered on the previous day of the terminal arrangement table 30 and sets the items in the management table 31 to “0”. Initial setting of the table 30 and the management table 31 is performed.
The server control unit 20 that has performed the initial setting starts standby in steps S2, S5, S7, S9, S15, and S17 shown below.

S2, the server control unit 20 waits for reception of the form processing request from the branch terminal 1, and branches to step S3 when the form processing request is received. When the form processing request is not received, the process proceeds to step S5.
In S3, the server control unit 20 that has received the form data in response to the form processing request generates a form file that stores the form data and the like by assigning a management number, and refers to the form name of the form data to obtain the form name. Create an unprocessed processing index (for example, “Exchange unprocessed”), attach the created processing index to the form file corresponding to the management number, and receive the received form data and form processing request form. The image and the request reception date and time are stored and stored in the form database 25. Thereby, the form data of various forms of each financial institution is stored in the form database 25.

S4, the server control unit 20 that stores the form data, the management table 31 of the server storage unit 21 based on the financial institution name and the form name of the form data (details of the management contents will be described in the information on the management table screen of FIG. 14 to be described later) "1" is added to the number of received forms of the corresponding financial institution in the display area 51 of the display area 51), the management table 31 is updated, and the process proceeds to step S5.
S5, the server control unit 20 waits for reception of terminal information from the staff terminal 4 (step SB1 in FIG. 18), and branches to step S6 when terminal information is received. When terminal information is not received, it transfers to step S7.

  S6, the server control unit 20 that has received the terminal information extracts the password of the corresponding clerk in the clerk-specific capability table 28 of the server storage unit 21 based on the clerk ID of the terminal information, and selects the clerk by matching the password of the terminal information. Authentication is performed, the clerk ID and its face image are registered at the location of the corresponding clerk terminal 4 in the terminal arrangement table 30 of the server storage unit 21 by the terminal identification number of the clerk terminal 4, the terminal arrangement table 30 is updated, and step S7 Migrate to

Thus, at the center, the arrangement of each staff member is registered in the terminal arrangement table 30 of the server storage unit 21 at the start of work. Even when the clerk changes in the middle, the clerk ID and face image of the clerk who changed in the same manner as described above are registered in the terminal arrangement table 30.
S7, the server control unit 20 recognizes the current time by the timer function, and changes the work time, that is, the boundary time of the time division of the work schedule created in the work schedule creation process (FIG. 9) described later (this embodiment) The process branches to step S8 when the business change time has arrived, and otherwise shifts to step S9.

  In S8, the server control unit 20 that has determined that the task change time has arrived recognizes a staff member who changes the processing task with reference to the task schedule, searches the terminal arrangement table 30, and operates the staff member 4 operated by the corresponding staff member. In addition to specifying the terminal identification number, the screen of the changed processing business is extracted from the screen database 27, the form data for the processing business and its management number are extracted from the form database 25, and the name of the processing business to be changed is described. Step of FIG. 18 to connect the staff instruction 4 with the terminal identification number identified via the network 5 in the center to the work instruction with the form data, its management number and the work screen attached to the work change instruction. SB3), and the process proceeds to step S9.

S9, the server control unit 20 waits for reception of a process end notification from the staff terminal 4 (step SB12 in FIG. 18), and branches to step S10 when the process end notification is received. When the process end notification is not received, the process proceeds to step S15.
In S10, the server control unit 20 that has received the processing end notification identifies the corresponding form file by the management number of the processing end notification, refers to the processing business name of the processing end notification, and attaches the processing business name to the processing index ( For example, “exchange entry processing” is created to update the processing index, and the processing end notification clerk corrected the character recognition error by the processing work, and the processing end date and time of the processing work The processing result such as processing information such as the processing time (referred to as processing time) is stored in the specified form file and stored in the form database 25.

  In this case, when the processing business name of the processing end notification is a processing end notification of the final processing such as “exchange approval processing”, the server control unit 20 performs processing indicating that processing has been performed with the form name of the specified form file. An index (for example, “exchange processed”) is created, the processing index is updated, and the processing result of the processing end notification is stored in the specified form file and stored in the form database 25. As a result, the processed data is stored in the form database 25.

  S11, the server control unit 20 storing the processing result refers to the processing index of the form file, and if it is a processing index indicating that the processing has been completed, the management table based on the financial institution name and the form name of the form data If “1” is added to the number of processed financial invoices of the corresponding 31 financial institution, and the processing index is a processing index other than processed, refer to the processing business name attached to the corresponding processing table 31 “1” is subtracted from the unprocessed number of the corresponding processing business in the form of the financial institution to be processed, and “1” is added to the unprocessed number of the next processing (exchange verification processing when the processing business name is the exchange entry processing, etc.). And the management table 31 is updated.

  In S12, the server control unit 20 that has updated the management table 31 uses the processing index to generate a form file for performing the processing task of the processing task name of the processing end notification (for example, “exchange not yet processed” when the processing task name is “exchange entry processing”). The form file attached with the process index “Process” is searched, and if the corresponding form file exists, the form data is read and the process proceeds to step S13. If the form file does not exist, the process proceeds to step S14.

In step S13, the server control unit 20 that has read the form data transmits the form data and its management number to the clerk terminal 4 that is the transmission source (step SB8 in FIG. 18 connected via the connector B), and the process proceeds to step S15. Transition.
When the processing operation is “exchange approval process”, the correction input information by the exchange entry process and the exchange verification process is attached as related information.

  In S14, the server control unit 20 that has confirmed that the form file does not exist recognizes the next processing work that the person in charge is in charge of by referring to the work schedule, and performs the same processing as described above from the form database 25. The business data of the processing business is extracted from the form data for the processing business, its management number, etc. and the screen database 27, and the clerk terminal 4 (the connection diagram via the connector A) is connected in the same manner as in step S8. The business instruction is transmitted to 18 step SB3), and the process proceeds to step S15.

S15, the server control unit 20 waits for reception of a training data request to be described later from the staff terminal 4, and branches to step S16 when receiving the training data request. When the training data request is not received, the process proceeds to step S17.
In S16, the server control unit 20 that has received the training data request reads the requested training screen data from the screen database 26, transmits this to the requesting staff terminal 4, and proceeds to Step S17.

S17, the server control unit 20 waits for the arrival of the business end time while recognizing the current time by the timer function, and recognizes the end of the business time when the business end time arrives. Terminate the operation process. In other time, it returns to step S2 and continues the above-mentioned waiting.
In parallel with the above operation process, the server control unit 20 of the center server 2 executes a management process.

Hereinafter, the management processing of the center server according to the present embodiment will be described according to the steps indicated by SA using the flowchart shown in FIG.
When the management process is started at SA1, the server control unit 20 of the center server 2 displays the management job menu screen shown in FIG.
On the management task menu screen, a “exchange” button for performing a transaction processing operation as a processing task selection screen for urgently performing a processing task when the load of the staff terminal 4 increases rapidly in the information display area 51 , “Seal” button for performing seal processing business, “Mouth” button for performing business processing, and “Processing” buttons for processing various notifications In the menu display area 52, the “work schedule” button for creating a work schedule for creating a work schedule to be used when the administrator performs a management work, the management table is confirmed by checking the management table. “Management table” button for performing progress management work for all operations, “Career assignment table” button for checking staff assignment table to perform work management work, etc., results table by summing up processing results of each financial institution Achievement table making industry To display the menu buttons such as "processing operations" button used for performing a "record table" button and processing business of an emergency such as the for carrying out.

The server control unit 20 that has displayed the management job menu screen starts standby in steps SA2, SA3, SA4, SA6, SA9, and SA11 shown below.
SA2, the server control unit 20 waits for the press of the “work schedule” button in the menu display area 52, and when the administrator selects “work schedule” with the mouse of the input unit 23 or the like, Recognizing that the “table” button is pressed, the process branches to step SC1 in FIG. If the pressing of the “work schedule” button is not recognized, the process proceeds to step SA3.

SA3, the server control unit 20 waits for the pressing of the “management table” button in the menu display area 52, and recognizes the pressing of the “management table” button when the administrator selects the “management table”. The process branches to step SD1 in FIG. If the pressing of the “management table” button is not recognized, the process proceeds to step SA4.
SA4, the server control unit 20 waits for the press of the “valet assignment table” button in the menu display area 52, and recognizes the press of the “valet assignment table” button when the administrator selects “the staff assignment table”. Then, the process branches to step SA5. If it is not recognized that the “personnel arrangement table” button has been pressed, the process proceeds to step SA6.

SA5, the server control unit 20 that has recognized the pressing of the “valet assignment table” button switches the display of the information display area 51 to the staff assignment table screen shown in FIG.
On the staff assignment screen, the face images of the staff registered in the terminal placement table 30 in step S6 of FIG. 5 are displayed according to the layout of the staff terminal 4 at the center. Are displayed in different colors according to the current charge processing duties of the person in charge described in (1), and are displayed in a color-coded manner on the left side of the information display area 51. The number of clerk of each job according to the above, and the arrangement status of the clerk for each hour are displayed below.

As a result, the manager can visually grasp the staff arrangement of the entire center at a glance.
In FIG. 8, the display color is shown to be color-coded according to the financial institution name and the processing business name. However, the color coding is not limited to the above, and the color may be color-coded for each processing business name regardless of the financial institution name. You may color-code for every financial institution name irrespective of a processing business name. In short, the staff members should be color-coded so that supervisors can easily understand them.

Then, the server control unit 20 proceeds to Step SA6 while displaying the staff assignment table screen in the information display area 51.
SA6, the server control unit 20 waits for pressing of the “result table” button in the menu display area 52, and recognizes that the “result table” button is pressed when the administrator selects “result table”. Branch to SA7. If the pressing of the “result table” button is not recognized, the process proceeds to step SA9.

SA7, recognizing that the “actual record” button has been pressed, the server control unit 20 switches the display of the information display area 51 to the actual result table creation screen for creating the actual result table.
On the result table creation screen, input fields such as the period for collecting the processing results and the name of the financial institution that collects the processing results to be input as necessary, the name of the branch office, and the form name are displayed. Make the necessary input in each input field using a keyboard or the like and perform the confirmation operation.

  Upon detecting the confirmation operation, the server control unit 20 recognizes the input of the administrator, and processes the date and time of the processing end date belonging to the totaling period and the name of the financial institution input as necessary. Search based on (if financial institution name is not entered, all financial institution names), extract all applicable form files, and classify them by financial institution and form name based on these to determine the number of achievements Aggregate and edit this to create a performance table.

SA8, the server control unit 20 that created the result table switches the display of the information display area 51 using the created result table as a result table screen.
The supervisor confirms the displayed result table screen and performs a confirmation operation. Upon detecting this, the server control unit 20 prints the result table by the printing unit 24 and proceeds to step SA9.
This performance table clarifies the cost sharing of each financial institution, and the center can charge each financial institution according to the number of results.

SA9, the server control unit 20 waits for the pressing of the “processing job” button in the menu display area 52, and recognizes the pressing of the “processing job” button when the administrator selects “processing job”. Branch to SA10. If the pressing of the “processing work” button is not recognized, the process proceeds to step SA11.
In step SA10, the server control unit 20 that has recognized the pressing of the “processing job” button switches the display of the information display area 51 to the management job menu screen shown in FIG.

The manager or the staff selects the displayed processing task selection button with the mouse of the input unit 23 and performs the selected processing task. Since the operation of this step is the same as the business process of the attendant terminal in FIG. 18 described later, the description in this step is omitted.
SA11, the server control unit 20 waits for the end of the business end time in the same manner as in step S17 of FIG. 5 described above, and recognizes the end of the business time when the business end time arrives, and manages the center server 2 End. In other time, it returns to step SA1 and the screen displayed on the information display area 51 is hold | maintained and said standby is continued.

The business schedule table and management table displayed in the information display area 51 in step SC2 in FIG. 9 and step SD1 in FIG. 13 after branching from steps SA2 and SA3 are displayed in the same manner as described above, and the next menu button is displayed after the display. Until the server control unit 20 recognizes the pressing of.
Hereinafter, the work schedule table creation process of the center server according to the present embodiment will be described according to the steps indicated by SC with reference to the flowchart shown in FIG.

SC1, the server control unit 20 that branches through the connector C in step SA2 in FIG. 6 recognizes the current date and time (including the time) by using the timer function, and creates the current business schedule on that day. Predict the number of processing operations for the current day.
That is, the server control unit 20 reads the processing results for each time zone of the same month of the previous year in the results information database 26 of the server storage unit 21, and considers the difference in the number of processes between the previous year and this year, its tendency, and the day of the week difference. Thus, the number of processes for each time zone (in this embodiment, every hour) for each form and processing operation is predicted.

  SC2, the server control unit 21 that has predicted the number of processes for each time period, stores the request database in the form database 25 based on the request reception date and time and the process end date and time belonging to the time from the start of the business time of the day to the time of creation of the business schedule. Search for the form file, extract all the form files that store the received and processed form data, classify these by financial institution and form, and take charge of the number of received and processed results and processed data The total number of persons in charge is totaled, a work schedule is edited for each time zone in accordance with the predicted number of processes, and the display of the information display area 51 is switched to the work schedule screen shown in FIG.

  On the business schedule screen, each title column includes the name of the financial institution, the name of the form, and the total number of forecast processes corresponding to that day, the number of forms data received up to that point on the day, the number of achievements, and the number of receipts The number of unprocessed items, which is the difference in the number of achievements, is displayed, and each display frame for each time zone shows the number of clerk in charge for that time zone, the number of staff members in that time zone, the number of achievements per hour, and the time zone. The difference between the predicted number of processes and the actual number is displayed as an unprocessed number, and the time period after that point includes the number of staff in charge for that period and the average processing capacity for each staff, The predicted number of processes obtained by adding the difference between the number of processes predicted in the previous time zone and the actual number of received receptions to the processed number is displayed.

In the work schedule displayed in this step, “0” is set as the initial value for the number of persons in charge in the following time zone and the average processing capacity, and the number of processes per hour is calculated from the predicted number of processes. The same number as the predicted number of processes is displayed as the unprocessed number that is the difference obtained by subtracting.
In addition to the “execution” button for executing the business schedule and the current time, the business schedule screen displays the business time explained in step SC4 by clicking the description position 56 of the person in charge with a mouse or the like. A function to display a separate staff member list screen has been added.

Although FIG. 10 shows an example in which financial institutions are displayed separately, in this embodiment, the same form of each financial institution can perform processing regardless of the financial institution. It may be displayed in the title column as “common exchange for financial institutions” without distinguishing between them, and a work schedule table for each business such as money exchange may be used. In this case, FIG. 11 described later is displayed in the same division.
The server control unit 20 that has displayed the work schedule table screen starts standby in steps SC2 and SC10 described below.

The administrator clicks the description position 56 of the responsible staff with a mouse or the like when arranging the staff in the later time zone, and presses the “execute” button when executing the processing work with the created work schedule.
SC3, the server control unit 20 waits for the display position 56 of the person in charge of the display frame to be pressed, and when the administrator clicks the position 56 of the person in charge using the mouse of the input unit 23, the description of the person in charge is entered. Recognizing that the position 56 is pressed, the process branches to step SC4. If the pressing of the description position 56 of the person in charge is not recognized, the process proceeds to step SC10.

SC4, the server control unit 20 recognizing the pressing of the description position 56 of the staff member in charge displays the task staff list screen shown in FIG.
In the clerk list screen for each business, the server control unit 20 refers to the clerk-specific capability table 28 and the terminal arrangement table 30 in the server storage unit 21 at the start of work or when the clerk list screen is displayed for the first time. Then, the face image is arranged at the highest position of the qualification in charge of the clerk of the day for each form name (in the case of a clerk who can perform a plurality of processing operations, the face image is arranged at a plurality of locations). The data is edited and saved in the server storage unit 21 while being updated when the terminal arrangement table 30 is updated.

On the clerk list screen by business, a face image of a clerk who has qualifications for each financial institution name and form name is displayed, and the details of the clerk described in step SC5 by clicking the face image of the clerk with a mouse or the like. A function to display the information screen is added.
The server control unit 20 displaying the business-specific clerk list screen starts standby in steps SC5 and SC8 described below.

  SC5, the server control unit 20 waits for the click of the clerk's face image, and recognizes the request of the clerk's detailed information screen when the administrator clicks the clerk's face image with the mouse of the input unit 23 or the like. Branches to step SC6. If the request for the detailed information screen is not recognized, the process proceeds to step SC8. In this embodiment, the administrator clicks the face image of the attendant (face image indicated by X in FIG. 11).

SC6, the server control unit 20 detecting the click of the clerk's face image reads out the detailed clerk information of the clerk from the clerk capability table 28, and further superimposes it on the clerk list screen according to business of the display unit 22 in the front in FIG. The staff details information screen shown is displayed.
The clerk detail information screen shows the clerk ID, clerk name, face image of the clerk, the current processing task in charge (blank if not determined), the average processing capacity of the current processing task and the peak time "Close" button for canceling the display of the processing capacity (blank if no processing task has been determined) and the list of responsible qualifications (blank for processing operations without qualifying) and the staff details information screen A “change instruction” button or the like for changing the processing job to be displayed is displayed.

The administrator confirms the displayed qualifications of the clerk, selects the clerk in charge of the clerk, and displays a circle in the display column for the qualification for the selected processing affairs (in this embodiment, the verification column for A bank exchange). Click the mark with the mouse or the like of the input unit 23 to make a double circle.
Upon detecting this, the server control unit 20 recognizes the clicked processing task as the processing task of the clerk, reads the average processing capability and the peak processing capability of the processing task of the clerk detailed information, and reads the average processing capability column. The display is made in the processing capacity column and the peak processing capacity column.

The administrator confirms the processing capability of the displayed staff member, determines the processing task of the staff member, and presses the “change instruction” button with a mouse or the like.
SC7, when the server control unit 20 detects that the “change instruction” button has been pressed, the face image of the staff member on the staff member screen for each task shown in FIG. 11 is moved to the position of the recognized processing task, and a plurality of the face images are displayed. If so, the task-specific clerk list screen displayed by deleting other face images is updated.

If the “close” button is pressed, the server control unit 20 detecting this cancels the display of the staff detail information screen, returns to step SC4, and waits for the next face image to be clicked.
SC8, the administrator clicks a part of the clerk list screen for each job that is displayed in a superimposed manner or presses the “Close” button on the clerk detailed information screen to display the clerk list screen for each job in the foreground. The displayed face image of the clerk is dragged with the mouse of the input unit 23 or the like, and moved to the display frame of the time zone after assigning the processing work determined in the work schedule shown in FIG. 10 displayed as the lower screen. .

  SC9, the server control unit 20 that has detected this recognizes the display frame of the destination, reads the average processing capacity of the staff from the staff capacity table 28, and adds "1" to the number of staffs in the display frame. The read average processing capacity is added to the number of processes per hour, the average processing capacity is subtracted from the unprocessed number, the display of the display frame of the work schedule table is updated, this is displayed on the front, and the process proceeds to step SC10.

Note that in the case of a staff member who cannot change to another processing job, such as a face image indicated by Y in FIG. 11, the administrator omits the display of the staff detail information screen and moves by dragging in step SC8. You may do it.
The SC 10 and the server control unit 20 are waiting for the “execute” button on the work schedule table screen to be pressed. When the administrator presses the “execute” button with a mouse or the like, the determination of the staff assignment is recognized and step SC11. Migrate to If the determination of the staff assignment is not recognized, the process returns to step SC2 and continues the above-mentioned waiting (in this case, when the description position 56 of the staff in charge in the display frame is clicked, the updated screen is displayed on the back screen) The staff list screen is displayed.)

When the administrator determines all the staff assignments in the time zone after the work schedule as described above, the administrator presses the “execute” button.
SC11, the server control unit 20 which has recognized the determination of the staff assignment by pressing the “execute” button, the staff terminal 4 (connector A is connected to the staff staff whose task processing is changed at that time according to the determined staff assignment. In the same manner as in step S8 in FIG. 5 described above, a business instruction is transmitted to step SB3) in FIG.

SC12, the server control unit 20 that has transmitted the business instruction stores the displayed business-specific clerk list screen in the server storage unit 21 as a current clerk list screen (FIG. 16 to be described later).
SC13, the server control unit 20 that has saved the current clerk list screen changes the number of clerks in the management table of the server storage unit 21 and changes the clerks in the clerk-specific capability table 28 to the changed processing job as described above. Change and update the management table.

In step SC2, it has been described that “0” is displayed as the number of persons in charge and the number of processes per hour in each display frame of the time zone after the work schedule screen displayed for the first time. When the business performance table is displayed in the middle of the process, the number of persons in charge and the number of processes per hour by the staff arranged at that time may be displayed.
In the above description, the case is shown in which the work schedule is displayed in the middle of the management work of the administrator to change the schedule of the work of the attendant. Usually, the administrator is the previous day (the current date and time in step SC1 in this case). Is entered by the administrator through the input unit 23) or a work schedule is created as described above at the start of work, etc., whereby the center server 2 automatically sends a work instruction to the staff terminal 4 (FIG. 5). In step S8), the day-to-day staff works.

Hereinafter, the progress confirmation process of the center server of this embodiment will be described according to the steps indicated by SD, using the flowchart shown in FIG.
SD1, the server control unit 20 branched from the connector D in step SA3 of FIG. 6 above reads the recorded contents at that time from the management table 31 of the server storage unit 21, and creates the management table screen shown in FIG. The display of the information display area 51 is switched and displayed on the created management table screen.

  On the management table screen, a display column with the title separated by financial institution name and form name is displayed, and each display column shows the number of receipts of the form data at that time and processed data. There is a "Details" button to confirm the details of the number of processes that have been processed, the breakdown of each unprocessed process, the total number of staff in charge of these processes, and the progress of the title Is displayed.

In addition, on the management table screen, a “confirm” button for confirming the change contents by the management table and a “business change” button for changing the staff assignment by the management table are displayed.
When displaying this management table screen, the server control unit 20 reads the upper limit of the limit value table 29 of the server storage unit 21 and the difference between the number of receptions and the number of results in each display field, that is, the upper limit value read by the number of unprocessed items. If it exceeds the limit, the display color of the display field is changed (for example, displayed in red), and a warning is given to indicate that the process has not been achieved so that the distinction from other display fields becomes clear. To emit. In the present embodiment, the display column of the exchange operation of bank A is displayed with the display color changed.

The server control unit 20 that has displayed the management table screen starts standby in steps SD2, SD4, and SD12 shown below.
When checking the progress of the financial institution's work described in each title, the administrator changes the processing operation in charge of the staff in order to avoid unsuccessful processing of the “Details” button in each display column. To do so, press the “Change Business” button. In this embodiment, since an alarm is issued for the currency exchange operation of bank A, the administrator presses the “details” button in the display column.

SD 2, the server control unit 20 waits for the “detail” button in the display column to be pressed, and branches to step SD 3 when it is detected that the administrator has pressed the “detail” button with the mouse or the like of the input unit 23. To do. If the pressing of the “details” button is not detected, the process proceeds to step SD4.
SD3, the server control unit 20 that has detected the pressing of the “details” button recognizes the title based on the position of the pressed “details” button, overlaps the management table screen of the display unit 22, and displays the title in front of FIG. Display the progress details screen.

  The progress status details screen displays the number of processes that have been processed, their bar graphs, the number of staff by process, and alarms according to the priority set in advance for each process such as entry corresponding to the title. Are displayed, a line graph indicating the time transition of the number of forms data received and the number of results that have been processed, a “Close” button for canceling the display of the progress status detail screen, and the like.

In this embodiment, since the alarm is generated, a crying face (smiling when no alarm is issued) is displayed as the alarm face image 57. As a result, the manager can visually feel the atmosphere of the staff.
The administrator confirms the progress status and presses the “Close” button, and the server control unit 20 that has detected this proceeds to Step SD4.

SD4, the server control unit 20 waits for the pressing of the “change job” button, and branches to step SD5 when it is detected that the administrator has pressed the “change job” button with a mouse or the like. If it is not detected that the “business change” button has been pressed, the process proceeds to step SD12.
SD5, the server control unit 20 that has detected the pressing of the “change job” button displays the current staff member list screen shown in FIG. 16 on the management table screen of the display unit 22 in front of it.

At this time, in step SC12 of FIG. 9 above, if the current staff member list screen is not stored in the server storage unit 21, the server control unit 20 refers to the staff member's handling process in the staff member capability table 28 and currently Generate and display the responsible staff list screen.
On the current staff member list screen, the face image of the staff member currently in charge of processing is displayed for each financial institution name and form name, as well as detailed information on staff members by clicking on the face image of the staff member with a mouse, etc. A function to display the screen is added.

The server control unit 20 that has displayed the currently in-charge staff list screen starts standby in steps SD6 and SD8 shown below.
SD6, the server control unit 20 waits for the click of the clerk's face image. When the administrator clicks the clerk's face image with the mouse of the input unit 23, the server control unit 20 recognizes the request for the clerk's detailed information screen. Branches to step SD7. If the request for the detailed information screen is not recognized, the process proceeds to step SD8.

The server control part 20 which detected SD7 and the click of the attendant's face image displays the attendant detailed information screen shown in FIG. 12 similarly to step SC6 of FIG.
The display of the clerk detailed information screen is the same as in step SC6 of FIG. 9, but the display column of the charge qualification in the list of charge qualifications (in this embodiment, the verification column for A bank exchange) indicates the processing work currently in charge. A double circle is displayed for illustration.

If the “close” button is pressed, the server control unit 20 detecting this cancels the display of the staff detail information screen and proceeds to step SD8.
SD8, the administrator clicks on a part of the currently displayed staff member list screen or presses the “Close” button on the staff member detailed information screen to display the current staff member list screen in front, as shown in FIG. The face image of the staff member indicated by P who is in charge of the registration processing business for the bank A seal is dragged with the mouse of the input unit 23 as shown in FIG. Move to the column and input the business change of the processing work of the clerk P.

When the server control unit 20 detects the input of the business change, the server control unit 20 proceeds to step SD9.
When the input of the business change is not detected, the process returns to step SD5 and the standby by steps SD6 and SD8 is continued.
SD9, the server control unit 20 that has detected the input of the business change recognizes the clerk P from the dragged face image, reads the qualification of the clerk P from the clerk-specific ability table 28, and the processing work of the clerk P changed. If the processing work is not permitted, the movement is invalidated (such as returning the face image of the clerk P to the original position), and the process returns to step SD5 to perform steps SD6 and SD8. Continue waiting. If the processing task is permitted, the process proceeds to step SD10.

The server control unit 20 that has determined that the changed processing job of the SD 10 and the clerk P is permitted, makes the movement effective, and the position of the processing job in which the face image of the clerk P on the current clerk list screen is changed. To display the current clerk list screen.
SD11, the server control unit 20 that has updated the currently in-charge staff list screen identifies the display column of the management table screen of the changed processing work, reads the average processing capacity of the staff P from the staff-specific capacity table 28, and displays the display field. In addition to adding “1” to the number of persons in charge, the average processing capacity read out is added to the current processing number, and compared with the upper limit value in the limit value table 29, the alarm display color is displayed in the original if it is within the upper limit value. Return to color.

Further, “1” is subtracted from the number of persons in charge in the display field of the original processing work of the staff P, and the upper limit value of the limit value table 29 is reduced by subtracting the average processing capacity of the original processing work read out to the current processing number. If the upper limit is exceeded, the display color of the display field is changed to the alarm display color.
In this way, the server control unit 20 updates the management table screen, displays it on the front, and proceeds to step SD12.

  SD12, the server control unit 20 waits for the “determine” button on the management table screen to be pressed, and when the administrator depresses the “determine” button with a mouse or the like, it recognizes the decision to change the business of the attendant. Move to SD13. If the business change decision is not recognized, the process returns to step SD2 to continue the above standby (in this case, when the "business change" button on the management table screen is pressed, the updated current person in charge is displayed on the back screen) The staff list screen is displayed.)

As described above, when the administrator decides to change the work of the staff member by returning all display colors of the alarms on the management table screen to the original display colors, the administrator presses a “confirm” button.
SD 13, the server control unit 20 that recognizes the determination of the change of the clerk's business by pressing the “confirm” button, the clerk's terminal 4 of the clerk whose charge processing work has been changed (step SB 3 of FIG. 18 connected via the connector A). In the same manner as step S8 in FIG.

SD 14, the server control unit 20 that has transmitted the business instruction, saves the currently assigned staff member list screen displayed in the server storage unit 21.
SD15, the server control unit 20 that stores the current staff member screen changes the number of staff members, the number of staff members per hour, and the number of unprocessed staff in the time zone after that point of the processing work where the staff member of the work schedule has been changed. At the same time, the processing task in the clerk-specific capability table 28 is changed to the processing task changed as described above, and the task schedule table and the like are updated.

The operation of the business process of the staff terminal 4 of the center operated by the operation process and management process of the center server 2 will be described according to the steps indicated by SB using the flowchart shown in FIG.
When the SB 1 sits at the clerk terminal 4, the clerk inputs the clerk ID and the password using the keyboard of the input unit 43.

Recognizing this input, the clerk terminal control unit 40 reads the terminal identification number stored in the storage unit 41 of the clerk terminal 4, and stores the terminal information in which the terminal identification number is attached to the entered clerk ID and password in the center network. 5 to the center server 2 (step S5 in FIG. 5).
The clerk terminal control unit 40 that transmitted the SB 2 and the terminal information displays the processing task selection screen shown in FIG. 19 on the display unit 42.

In addition to the display contents of the processing work selection screen displayed in the information display area 51 of FIG. 7 in step SA1 of FIG. 6, the display contents of the processing work selection screen are for training of the processing work such as beginner staff. The “training” button is displayed.
The staff terminal control unit 40 that has displayed the processing job selection screen starts standby in steps SB3, SB8, SB9, SB13, and SB15 described below.

SB3, the clerk terminal control unit 40 waits for the arrival of the business instruction attached with the form data and the business screen from step S8 in FIG. Branch to step SB4. When the business instruction is not received, the process proceeds to step SB8.
SB4, the clerk terminal control unit 40 that has received the business instruction displays the screen displayed on the display unit 42 by the interrupt process (in this step, if the processing business selection screen or the processing screen described later is displayed, the processing screen 20) is displayed on the front of the operation instruction screen shown in FIG.

On the business instruction screen, a message indicating that the business instruction has been received, a processing business name of the next processing business, and a “confirm” button for instructing that the screen has been confirmed are displayed. The clerk confirms the contents of the displayed business instruction screen and presses the “confirm” button.
SB5, the staff terminal control unit 40 waiting for the pressing of the “confirm” button shifts to step SB6 when detecting the pressing of the “confirm” button. If pressing of the “Confirm” button is not detected, the standby of this step is continued.

SB 6, the staff terminal control unit 40 that has detected the pressing of the “confirm” button stores the received business instruction in the storage unit 41.
SB7, the staff terminal control unit 40 that has finished saving the business instruction, reads the processing business name of the business instruction change instruction, changes the display color of the processing business selection button of the processing business, and updates the processing business selection screen. To step SB8. In this embodiment, the display color of the “exchange” button is changed as shown in FIG. Alternatively, the processing task selection buttons other than “Exchange” are invalidated.

The clerk is immediately displayed when the processing task selection screen is displayed on the display unit 42 of the clerk terminal 4, and when the processing task is performed on the processing screen described later, the task processing selection button whose display color has been changed after the end. Is pressed by the mouse of the input unit 43 or the like.
SB8, the attendant terminal control unit 40 waits for the arrival of the form data from step S13 in FIG. 5 transmitted via the connector B, and branches to step SB10 when the form data is received. If the form data is not received, the process proceeds to step SB9.

SB9, the clerk terminal control unit 40 waits for the clerk to wait for the pressing of the processing job selection button on the processing job selection screen, and when it detects the pressing of the processing job selection button, recognizes the selection of the processing job and performs step SB10. Branch to If it is not detected that the processing job selection button has been pressed, the process proceeds to step SB13.
The staff terminal control unit 40 that has received the SB 10 or the form data or recognized the selection of the processing operation displays the processing screen shown in FIG. 21 on the display unit 42 and finishes the waiting time measurement to be described later. To start measuring the processing time.

  In this case, when the staff terminal control unit 40 receives the form data, since it is a continuous processing work, the staff terminal control unit 40 displays a processing screen in which the contents of each display column of the work screen are replaced with the contents of the received form data. When the selection of the processing job is recognized, that is, when the processing job is changed, a processing screen in which the form data attached to the job instruction stored in the storage unit 41 in step SB6 is incorporated in the job screen is displayed.

  In the processing screen, in addition to the name of the processing job, an “interrupt” button for instructing the interruption of the processing job, an “end” button for instructing the end of the processing job, and the upper column for the character image of the form data, the lower column A plurality of item display fields in which character data recognized as a set is displayed are displayed, and character data that could not be recognized as characters are replaced with "?" And displayed with emphasis by color change or the like.

Since the processing screen of the present embodiment is a processing screen for the exchange entry processing business, as the above item display fields, the designated transfer date, client telephone number, transfer amount, account number, fee, bank name, branch name, recipient name The name of the client is displayed. Reference numeral 59 denotes a cut-out image of the seal of the person in charge at the sales office who processed the transfer slip.
In this way, by forming the form data by cutting out the form for each item, even if the form of the form of each financial institution is different, it is possible to handle the form data of the same type of form on the same business screen. It becomes possible.

When the SB 11 and the processing screen are displayed, the clerk executes the processing work.
In the case of the exchange entry processing business as in the processing screen of the present embodiment, the clerk reads the highlighted character image that has not been recognized visually and corrects it with the mouse or keyboard of the input unit 43 and the like. An operation of correcting an error in the recognized character data by comparing the character image in the upper column with the character data in the lower column is executed.

Further, the processing screen in the case of the verification processing business is the same processing screen as in FIG. 21, and the clerk performs the same operation as the entry processing business for the double check.
In addition, in the case of approval processing work, correction input information corrected in entry processing work and verification processing work is added and displayed in the item display column, and the correction result determined that the person in charge who is in charge of the approval processing work is correct Or the operation | work which inputs the reading result of the character image read uniquely is performed.

When the clerk presses the “suspend” button on the business screen, the clerk terminal control unit 40 that detects this suspends the measurement of the processing time and waits for the resumption of the processing business.
When the “end” button is pressed, the attendant terminal control unit 40 detecting this ends the measurement of the processing time, stores the processing time in the storage unit 41, and proceeds to step SB12.
SB12, the staff terminal control unit 40 that detects the pressing of the “end” button transmits a processing end notification to the center server 2 (step S9 in FIG. 5) and starts measuring the standby time by the timer function.

  That is, the clerk terminal control unit 40 creates correction input information attached with the character string input to the display column code of the item display column corrected by the clerk, reads the processing time stored in the storage unit 41, and performs the processing Processing information consisting of time, processing end time, processing business name, etc. is created, and processing end notification with the processing business name, correction input information, and processing information attached to the management number attached to the business instruction or form data is sent to the center The data is transmitted to the center server 2 via the network 5, and the process proceeds to step SB13.

The SB 13 and the clerk terminal control unit 40 monitor and wait for the standby time to exceed the standby upper limit time of the storage unit 41 while measuring the standby time, and when the standby time exceeds the standby upper limit time, Recognize the excess and branch to step SB14. If the standby time is within the standby upper limit time, the process proceeds to step SB15.
SB14, the clerk terminal control unit 40, which has recognized that the standby time has been exceeded, creates a warning with a terminal identification number indicating that the standby time has been exceeded, and transmits this to the center server 2 via the network 5 in the center. Control goes to step SB15.

Receiving the warning, the server control unit 20 displays the warning screen on the front of the screen displayed on the display unit 22 by the interrupt process, and the administrator who has confirmed this displays a business instruction to the staff terminal 4. Take action such as sending.
The SB 15 and the clerk terminal control unit 40 are waiting for the arrival of the work end time while recognizing the current time by the timer function. When the work end time arrives, the clerk terminal control unit 40 recognizes the end of the work time. Terminate the business process. In other time, it returns to step SB2 and continues the above-mentioned waiting.

In the case where the business process of the staff terminal is executed as described above, when training the processing work of a beginner staff member such as a new part-time employee, the training instructor or the staff member receiving the training is the staff terminal 4. The “training” button is pressed from the processing job selection screen shown in FIG.
The staff terminal control unit 40 that has detected this transmits a training data request to the center server 2 (step S15 in FIG. 5), and displays the training screen on the display unit 42 when the training screen data is returned.

Thereafter, a staff member who receives training in the same manner as in step SB11 under the guidance of the instructor learns work such as correction using the training screen, and improves the skill of the staff member. As a result, the clerk's ability can be improved and leveled.
The server control unit 20 of the center server 2 aggregates the number of achievements that have been processed data of the processing work for the day after the end of the work time, and stores it in the achievement information database 26 for each processing work name and time period. In addition to accumulating, the processing time for each clerk and the number of processing tasks are totaled, and the processing capacity of the clerk is calculated in consideration of this, and this is recorded in the clerk-specific capacity table 28 to update the processing capacity of the clerk.

  As described above, in this embodiment, a character image cut out for each item from a form image of a form such as a transfer slip read by a branch terminal is converted into character data, and a character image for each item and its character data are converted. The form data attached with the name of the financial institution and the form name is sent to the center server, and the center server stores the received form data, extracts the stored form data, distributes it to the attendant terminal, and performs processing operations by the attendant terminal It is possible to process the same type of forms that are used individually by multiple financial institutions in the same procedure, and the form of each financial institution's form can be changed. Without changing, it is possible to handle the processing of forms of multiple financial institutions in a lump, and by centralizing office management, it is possible to reduce the number of devices and improve system operation. It is possible to reduce the cost.

In addition, the number of processes on the current day is predicted based on the processing results of the form data accumulated in the performance information database, and this is written in the work schedule for each time zone, so that the administrator can easily The amount of staff can be determined by grasping the amount, and the burden on the administrator can be reduced.
Furthermore, since the number of achievements up to that point is written in the schedule, the administrator can easily grasp the change on the day.

  In addition, when a staff member's ability table is stored to store qualifications for clerk's processing duties, when the clerk's processing work is changed, the center server refers to the clerk's ability table and whether the clerk's qualifications are changed. It is easy to change the work of an appropriate clerk simply by instructing the movement of the clerk through the input unit by accepting the work change only when the changed processing work is permitted. It can be carried out.

  Furthermore, by setting an upper limit value for the number of unprocessed items in advance and changing the display color of the display column to issue a warning when the number of unprocessed items in the display column of the management table exceeds the upper limit value. Administrators can centrally manage the situation in the center using the management table, understand the processing tasks that have not been achieved at a glance, and change the operations of the staff appropriately to operate the system. Can be made more efficient.

Furthermore, by extracting the number of results for a predetermined period of the number of processes that have been processed data stored in the form server, and creating a result table that is tabulated by financial institution and form, the center Appropriate billing can be made to the financial institution, which can contribute to the fund operation of the center.
Further, by storing the processing work training screen data in the screen database, it is possible to easily perform the work training of the clerk's processing work, and to improve and level the clerk's ability. This is particularly effective for training beginners.

Furthermore, by configuring so that each screen to be displayed can be easily grasped visually, the administrator can easily grasp the staff arrangement and the situation in the center.
In step SC2, when the server control unit of the center server creates the work schedule table, the clerk's charge qualification and its processing capacity are extracted by referring to the clerk assignment and clerk-specific ability table of the terminal arrangement table. Categorize by trader, form, processing work, and prioritize processing work with a large number of processing, etc. You may make it write in a work schedule. As a result, the burden on the administrator in creating the work schedule can be further reduced.

FIG. 22 is a block diagram showing a system configuration of the second embodiment, FIG. 23 is a block diagram showing a centralized management server of the second embodiment, FIG. 24 is a block diagram showing a web server of the second embodiment, and FIG. FIG. 26 is a block diagram illustrating a management terminal according to the second embodiment.
In addition, the same part as the said Example 1 attaches | subjects the same code | symbol, and abbreviate | omits the description.

As shown in FIG. 22, a central management server 60, a web server 70, a business server 80, and a management terminal 90 are connected to the center of the present embodiment by the intra-center network 5 to constitute the center apparatus of the present embodiment. It is also connected to the staff terminal 4 via the center network 5.
The central management server 60 shown in FIG. 23 controls each unit in the central management server 60 and controls data communication and the like by connecting to the branch office terminal 1 of each financial institution via the intra-center network 5 and the communication line 3. Functions as a storage unit of the central management server 60 that stores the programs executed by the central management server control unit 61, various data used for the central management server control unit 61, processing results by the central management server control unit 61, and the like. A central management server storage unit 62 is provided.

Further, the centralized management server storage unit 62 is constructed with a performance information database 26 similar to that in the first embodiment, and also stores a staff-by-person capability table 28, a limit value table 29, and a terminal arrangement table 30 management table 31. Yes.
Furthermore, the central management server storage unit 62 stores an execution program having functions for executing various processes corresponding to the operation process and the management process of the first embodiment. Various functional means are formed as hardware formed by these steps, and the operation processing and management processing of this embodiment are mainly executed in cooperation with the management terminal 90.

  The web server 70 shown in FIG. 24 controls each part in the web server 70 and connects to the network 5 in the center to control data communication and the like, a program executed by the web server control part 71, and the like And a web server storage unit 72 in which the screen database 27 similar to that of the first embodiment is constructed, and functions as screen data storage means for storing the work screen and training screen data of this embodiment.

The business server 80 shown in FIG. 25 controls each unit in the business server 80 and connects to the intra-center network 5 to control data communication and the like, a program executed by the business server control unit 81, and the like Is stored in the business server storage unit 82.
Further, the business server storage unit 82 is constructed with an exchange database 83, a seal database 84, a mouth database 85, and various notification databases 86 corresponding to providing the form database 25 of the first embodiment for each form. It functions as a form data storage unit and a processing result storage unit of the present embodiment.

In FIG. 26, reference numeral 91 denotes a management terminal control unit of the management terminal 90, which controls each unit in the management terminal 90 and connects to the center network 5 to control data communication and the like.
Reference numeral 92 denotes a storage unit that functions as a storage unit of the management terminal 90 in which programs executed by the management terminal control unit 91, various data used for the programs, processing results by the management terminal control unit 91, and the like are stored.

A display unit 93 includes a display screen such as a CRT or LCD, and functions as a display unit of the management terminal 90 that displays a work schedule table, a management table, and the like.
Reference numeral 94 denotes an input unit, which includes a keyboard, a mouse, and the like. An input of the management terminal 90 through which an administrator of the center inputs instructions to the management terminal control unit 91 and the centralized management server control unit 61 via the management terminal control unit 91 In addition to functioning as a means, it also functions as a business change input means of the present embodiment.

A printing unit 95 includes an ink jet type or laser type printer, and functions as a printing unit of the management terminal 90 that prints a result table or the like.
The storage unit 92 of the management terminal 90 stores a management terminal business processing program, and various functional units are formed as hardware formed by the management terminal control unit 91 and the management terminal business processing program. Is done.

The operation of the above configuration will be described.
The operations of the various processes in the present embodiment are basically the same as the operations of the various processes in the first embodiment, but the execution of the various processes is performed by the central management server 60, the web server 70, and the business server 80. The management terminal 90 is executed in cooperation with each other by a command and a response to the command transmitted and received by the management terminal 90 via the intra-center network 5.

When a form processing request is transmitted from the branch office terminal 1 in the same manner as in the first embodiment, the central management server 60 receives this form processing request, and the central management server control unit 61 transfers it to the business management server 80. At the same time, the management table 31 is updated in the same manner as in step S4 of FIG.
Upon receiving the transfer of the form processing request, the business server control unit 81 identifies a corresponding database (for example, an exchange database) based on the form name of the form data, and stores the management number in the same manner as in step S3 of FIG. A form file with a processing index is generated and form data is stored. In this case, the form name attached to the processing index is omitted.

In this way, the form data is stored in the corresponding database of the business server 71.
The management processing of the present embodiment is executed between the management terminal 70 and the centralized management server 60 in the same manner as in the first embodiment, and a business schedule table screen, management table screen, progress status detail screen, and the like similar to those in the first embodiment. Are displayed on the display unit 93 of the management terminal 90, and the administrator makes an input related to an arrangement change of the clerk and a business change by the input unit 94 of the management terminal 90.

Further, when the central management server control unit 61 needs the number of received form data, the number of processes, and the number of results, these transmission requests are transmitted to the business server 80, and these data are received by the response from the business server 80. get.
Further, in the creation of the results table, the created results table is printed by the printing unit 95 of the management terminal 90.

In the business process of the clerk terminal 4, a business instruction is transmitted from the central management server 60. In this case, the business instruction transmitted by the central management server control unit 61 is a business change instruction in which the name of the processing business to be changed is written. Only the staff member is described, and the staff terminal control unit 40 that has received this executes steps SB4 to SB7 in FIG.
When a processing job is selected, a job screen transmission request describing the name of the processing job to be changed is transmitted to the web server 70.

Receiving this, the web server control unit 71 sends a transmission request for the corresponding form data to the business server 80, and when the form data is received, reads the corresponding business screen from the screen database 27, and receives the business screen and the received form data. Is returned to the staff terminal 4.
Upon receiving the reply, the staff terminal control unit 40 executes steps SB10 and SB11 in FIG. 18 based on the received business screen and form data.

When the execution of step SB11 is finished, the clerk terminal control unit 40 creates a processing end notification in step SB12 and transmits it to the business server 80.
Upon receiving this, the business server control unit 81 stores the processing result of the processing end notification in the corresponding database (for example, the exchange database) in the same manner as in step S10 in FIG.
In this way, the processing result is stored in the corresponding database of the business server 71.

  Then, the presence / absence of form data for continuation processing is searched in the same manner as in step S11 in FIG. 5, and if there is form data, it is transmitted to the staff terminal 4 (step SB8 in FIG. 18) as in step S13. The process name of the received process end notification is transmitted to the central management server 60, and the central management server control unit 61 updates the management table 31 in the same manner as in step S11 of FIG. The operation of the staff terminal that has received the form data is the same as that of the first embodiment.

If there is no form data for continuation processing, the business server control unit 81 notifies the central management server control unit 61 to that effect, and the central management server control unit 61 that receives the notification notifies the staff terminal 4 as described above. Send business instructions.
Note that the processing job selection screen and training screen data of this embodiment are stored in the screen database 27 of the web server 70, and the clerk terminal control unit 40 acquires these screens from the web server 70.

Other operations such as sending a warning when the waiting time of the staff terminal 4 is exceeded are executed with the central management server 60.
Further, the central management server 60 performs operations such as the accumulation of the processing results of the day in the other performance information database 26 and the updating of the clerk-specific capability table 28 in cooperation with related computers such as the business server 70.

In this way, the operation of this embodiment is performed.
As described above, in this embodiment, in addition to the same effects as those of the first embodiment, the function of the center device is distributed to execute the operation of the system, thereby reducing the load on the storage device. This system can be realized at an early stage.
In this embodiment, the case where the functions of the center apparatus are distributed to four computers has been described as an example. However, even if some of these functions are integrated or further distributed, the effect of the present invention is not impaired. Absent.

In each of the embodiments described above, the clerk ID is input by the input unit of the clerk terminal. However, the clerk ID is recorded on the clerk card, and the clerk terminal is provided with a card reader to input the clerk card. You may do it.
Moreover, although the time slot | zone of the work schedule was demonstrated as every hour, the time slot | zone is not restricted to every hour, You may be every 30 minutes, every 2 hours, every half day, etc.

  As described above, in the office work management system of the present invention, the clerk can perform the processing work for the same form by the same work without being conscious of the contractor such as a financial institution. Although the screens shown in the figure are examples of cases where staff members are assigned to each financial institution or the like to perform processing operations, the same form of each business operator is displayed without distinguishing the business operator, ”Or the like may be displayed to perform management work or processing work. In this case, when creating a performance table, it is necessary to notify each business operator of the processing performance and the like.

Block diagram showing the system configuration of the first embodiment The block diagram which shows the branch office terminal of Example 1 The block diagram which shows the center server of Example 1 The block diagram which shows the staff terminal of Example 1 The flowchart which shows the operation processing of the center server of Example 1. The flowchart which shows the management process of the center server of Example 1. Example of management task menu screen display of the first embodiment Example of staff assignment table screen display in Example 1 Flowchart showing a work schedule creation process of the center server according to the first embodiment. Example of work schedule screen display example of Example 1 Example of display of staff list by business in Example 1 Example of staff details information screen display in Example 1 The flowchart which shows the progress confirmation process of the center server of Example 1. Example of management table screen display of Example 1 Example of progress status screen display of Example 1 Example of current staff member list screen display in Example 1 Explanatory drawing which shows operation change input operation of Example 1 The flowchart which shows the work processing of the staff terminal of Example 1 Example of processing job selection screen display of the first embodiment Example of work instruction screen display of Example 1 Example of processing screen display of Example 1 Block diagram showing the system configuration of the second embodiment Block diagram showing a centralized management server of a second embodiment Block diagram showing a web server of a second embodiment Block diagram showing the business server of the second embodiment The block diagram which shows the management terminal of Example 2

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Sales office terminal 2 Center server 3 Communication line 4 Staff terminal 5 Communication network 10 Sales office terminal control part 11, 41, 92 Memory | storage part 12, 22, 42, 93 Display part 13 Image reading part 14, 23, 43, 94 Input Section 20 Server control section 21 Server storage section 24, 95 Printing section 25 Form database 26 Performance information database 27 Screen database 28 Staff capacity table 29 Limit value table 30 Terminal allocation table 31 Management table 40 Staff terminal control section 51 Information display area 52 Menu display area 60 Centralized management server 61 Centralized management server control unit 62 Centralized management server storage unit 70 Web server 71 Web server control unit 72 Web server storage unit 80 Business server 81 Business server control unit 82 Business server storage unit 90 Management terminal 91 Management Terminal control unit

Claims (8)

A branch office terminal installed in a branch office of a plurality of dealers, a center apparatus installed in a center that centrally manages the reports of the plurality of dealers, and connected to the branch office terminal via a communication line; And a staff terminal connected to the center device via a network in the center,
The branch terminal includes an image reading unit that reads a form image of a form, and a character recognition unit that cuts out a character image for each item from the form image read by the image reading unit, and converts the cut character image into character data. And a form identification information of the form, a supplier identification information of the supplier, an image including at least characters for each item, and a transmission means for transmitting the character data to the center device as form data,
The center device includes form data storage means for storing form data received from the sales office terminal, form data distribution means for extracting form data from the form data storage means and distributing the form data to the staff terminal, and the form data And a processing result storage means for storing a processing result of the processing work by the staff terminal. In claim 1,
The center device includes a processing result storage unit that stores the processing results of the form data before the previous day, and a processing number prediction unit that reads the processing results of the previous day from the processing result storage unit and predicts the number of processings for the day. And a business schedule table creating means for creating a business schedule table in which the predicted number of processes is described for each time zone. In claim 2,
The business management system, wherein the business schedule is configured with the actual number of processing jobs processed up to the time of creation and the predicted number of processing jobs after that time. In claim 2 or claim 3,
The center device is provided with charge qualification storage means for storing the charge qualification for the processing work of the clerk operating the clerk terminal, work change input means for inputting the change of the clerk's processing work, and input of the work change. The determination of the presence or absence of the qualification of the processing work that has been changed based on the qualification of the clerk stored in the charge qualification storage means, and the determination result permits the changed processing work A business management system comprising business change input receiving means for receiving an input of the business change. In claim 1 to claim 3 or claim 4,
The center apparatus stores a limit value table storing means for storing a limit value table in which an upper limit value of the number of unprocessed operations is stored, a number of form data stored in the form data storing means, and a processing result storing means. The stored number of processed data is totaled, an unprocessed number calculating means for calculating the number of processed data from the total number of form data and processed data, and the calculated unprocessed number is stored in the limit value table storing means. An office management system comprising alarm means for issuing an alarm when an upper limit is exceeded. In claim 1 to claim 4 or claim 5,
The center apparatus includes a result totaling unit that extracts processed data for a predetermined period stored in the processing result storage unit, classifies the data by the supplier and the form, and totals the number of results. Management system. In claim 1 to claim 5 or claim 6,
The center management system includes training data storage means for storing screen data for training of the processing work. In claim 1 to claim 6 or claim 7,
The center device includes a business server having the form data storage means and a processing result storage means, a web server having screen data storage means for storing the business screen and training screen data of the processing work, and the charge qualification. An office management system comprising: a central management server having storage means, limit value table storage means, and processing results storage means; and a management terminal having business change input means.