JP2007226329A - Business form data entry system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To easily grasp a progress status of a data entry work, to start necessary data entry work with a simple operation, and to facilitate smooth data entry work. <P>SOLUTION: A business form data entry system includes an entry terminal for performing data entry work to input entry data described in a business form; and a data management server which is connected to the entry terminal to store image data in the form and also manages the progress status of the entry work, wherein the entry terminal displays a menu screen for displaying the data showing the progress status of the entry work for each business and an entry screen for performing data entry work to input entry data of the business selected through the menu screen. <P>COPYRIGHT: (C)2007,JPO&INPIT

Description

  The present invention relates to a form data entry system.

  Traditionally, in financial institutions such as banks, post offices, credit unions, consumer finance companies, etc., when customers request customer information updates such as address changes at counters or counters, forms such as request slips that contain necessary information Is sent to a form handling center of a financial institution and input to a computer such as a data management server. In this case, in the form handling center, the image data of the form is acquired using a scanner device, and the operator operates the entry terminal to perform data entry work for inputting items described in the form. (For example, refer to Patent Document 1).

  By the way, as a transition method of the entry screen displayed on the entry terminal in order to perform the data entry work, two methods of “business button method” and “business pull-down method” are used.

  First, in the case of the business button method, a corresponding business is automatically displayed by pressing the target business button displayed on the entry screen. The data stored in the system is automatically displayed when the entry button is pressed. In this case, it is necessary to confirm the amount of accumulated data and the progress by displaying another screen.

In the case of the work pull-down method, the amount of data stored in the system and the progress are automatically displayed on the main menu screen. Then, by selecting the target business from the pull-down, the corresponding business is automatically displayed. Therefore, it is possible to check the amount of data accumulated on the main menu screen and the progress.
JP 2000-99607 A

  However, in the conventional system, it is necessary to display a separate screen to check the progress of the work, or to select a work from the pull-down, which is cumbersome and time-consuming, and requires data entry work. Could not do smoothly.

  The present invention solves the above-mentioned conventional problems, displays data indicating the progress of data entry work on the menu screen for each work, and displays a button for selecting the start of data entry work for each work, The button is enabled when there is data to be input, and the button is disabled when there is no data to be input, so that the progress of the data entry work can be easily grasped, and it is necessary with a simple operation. An object of the present invention is to provide a form data entry system capable of starting a simple data entry operation and smoothly performing the data entry operation.

  For this purpose, in the form data entry system of the present invention, an entry terminal for performing data entry work for inputting entry data described in the form, connected to the entry terminal, and stores image data of the form. A data management server for managing the progress status of the data entry work, and the entry terminal displays data indicating the progress status of the data entry work for each job, and is selected on the menu screen. An entry screen for performing data entry work for inputting entry data of a given job is displayed.

  In another form data entry system of the present invention, the menu screen further includes a button for selecting start of data entry work for each business, and when the button is pressed, the entry screen for the selected business is displayed. Is done.

  In still another form data entry system according to the present invention, the button is valid when there is entry data to be input for each business, and invalid when there is no entry data to be input.

  In still another form data entry system according to the present invention, the menu screen further includes the number of received items for all business operations, processing completed, returned, deleted, form classification required, entry required, verification required, transmission error, and transmission. All business display sections that display the number of items carried forward and the number of items for the current day, and the number of received items for each business, processing completed, returned, deleted, entry required, verification required, outgoing error, and transmission And an individual work display section for displaying the number of items carried forward and the number of items for the day.

  In still another form data entry system of the present invention, the entry screen further includes an image data display section for displaying image data of the form, and an input field section for inputting entry data described in the form. Is provided.

  According to the present invention, in the form data entry system, the data indicating the progress status of the data entry work is displayed on the menu screen for each business, and the button for selecting the start of the data entry work is displayed for each business. The button is enabled when there is data to be input, and the button is disabled when there is no data to be input. Therefore, the progress status of the data entry work can be easily grasped, the necessary data entry work can be started with a simple operation, and the data entry work can be performed smoothly.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

  FIG. 1 is a diagram showing a configuration of a form data entry system in the embodiment of the present invention, and FIG. 2 is a diagram showing a configuration of a business management database in the embodiment of the present invention.

  In the figure, reference numeral 10 denotes a form data entry arranged in a bank, post office, credit union, a head office of a financial institution such as a consumer financial company, a branch office, a form handling center, a data entry center or the like of the financial institution. System. The form data entry system 10 is a request slip in which necessary information is described when a customer requests a bank account or counter for notification or renewal of a new account, notification of a cash card PIN, change of address, etc. at a financial institution. This is a computer system for acquiring image data of an input form 16 as a form such as and inputting items described in the input form 16 as entry data based on the image data.

  The form data entry system 10 performs a data entry operation for inputting entry data described in a scanner apparatus 11 as an image input apparatus, a form image input terminal 12 as an upper apparatus of the scanner apparatus 11, and an input form 16. The data management server 15 stores the image data of the entry terminal 13, the verify terminal 14, and the input form 16 for performing, and manages the progress of the data entry work. The form image input terminal 12, the entry terminal 13, the verification terminal 14, and the data management server 15 are connected to each other via a communication network 17 such as a LAN (Local Area Network) or an intranet. .

  Here, the scanner device 11 is a flatbed scanner, a sheet feed scanner, a drum scanner, or the like, but may be any type of scanner. The scanner device 11 is preferably a color scanner capable of reading a color image, but may be a monochrome scanner. In the present embodiment, the scanner device 11 includes items to be input to the form data entry system 10, that is, a light source including a fluorescent lamp that irradiates light to the input form 16 in which entry data is described, and the input An image reading unit that includes an image sensor such as a line-type image sensor including a CCD (Charge Coupled Device) that receives reflected light from the surface of the form 16, and reads an image of the input form 16 while scanning; A hopper, a conveyance path, a stacker, and the like are provided so that a plurality of input forms 16 can be read sequentially.

  The hopper stores a plurality of input forms 16 in a stacked state. Further, the transport path includes a transport device such as a belt and a roller, is formed in the scanner device 11, and a plurality of input forms 16 stacked in the hopper are topmost or bottommost by a paper feeding device. Are sequentially fed, the fed input form 16 is conveyed to the image reading unit. Further, the transport path transports the input form 16 from which the image data has been acquired in the image reading unit and discharges it to the stacker.

  In addition, a printing unit including a print head is disposed on the downstream side of the image reading unit in the conveyance path, and a serial number is printed in a serial number description column at a corner or a back side margin of the input form 16. . The serial number is used for confirming in what order each input form 16 has been read by the scanner 11 and is a number indicating the order in which the read process has been performed. Assigned and managed by the terminal 12. For example, a number that is sequentially incremented by one is assigned to each input form 16 as a serial number. Here, the print head may employ any type of printing method, for example, a printing method such as an ink jet method, an electrophotographic method, a thermal transfer method, or a wire dot method.

  The scanner device 11 includes a control device (not shown) including a calculation unit such as a CPU and an MPU, a storage unit such as a magnetic disk and a semiconductor memory, a communication unit for communication, and the like. The operation is controlled. The scanner device 11 is communicably connected to the form image input terminal 12 and reads the input form 16 in accordance with a command received from the form image input terminal 12.

  The form image input terminal 12 includes an arithmetic means such as a CPU and an MPU, a storage means such as a magnetic disk and a semiconductor memory, an input means such as a keyboard, a mouse, a push button and a touch panel, a CRT, a liquid crystal display, and an LED (Light Emitting). (Diode) A computer having a display means such as a display, a communication interface, and the like. The form image input terminal 12 is a personal computer, for example, but may be any type of computer such as a server or a workstation. The form image input terminal 12 controls the scanner device 11 using a dedicated software interface, and receives the image data of the input form 16 received from the scanner device 11 via the communication network 17 as data. It transmits to the management server 15.

  The input form 16 is a form having a format different for each business and describing necessary items corresponding to each business. Here, the business is a business performed by a financial institution in response to a notification or renewal requested by a customer at a window or counter, but includes a business performed by a financial institution in addition to a business corresponding to a customer's request. May be. The input form 16 is sorted by business, and the image data of the input form 16 corresponding to the business designated by the operator by operating the form image input terminal 12 is acquired by the scanner device 11.

  The entry terminal 13 is a terminal operated by an entry person who is an operator in charge of data entry work as work for inputting entry data described in the input form 16 into the form data entry system 10. The computer includes an arithmetic unit such as an MPU, a storage unit such as a magnetic disk and a semiconductor memory, an input unit such as a keyboard, a mouse, a push button, and a touch panel, a display unit such as a CRT, a liquid crystal display, and an LED display, a communication interface, and the like. Although one entry terminal 13 is shown in FIG. 1, a plurality of entry terminals 13 may be provided.

  Further, the verification terminal 14 is a terminal operated by a verification person who is an operator in charge of a verification operation for verifying the contents of entry data input by the entry person, and includes a calculation means such as a CPU and an MPU, a magnetic disk The computer includes storage means such as a semiconductor memory, input means such as a keyboard, mouse, push button, and touch panel, display means such as a CRT, liquid crystal display, and LED display, and a communication interface.

  Further, the data management server 15 includes a calculation means such as a CPU and MPU, a storage means such as a magnetic disk and a semiconductor memory, an input means such as a keyboard, a mouse, a push button and a touch panel, a display such as a CRT, a liquid crystal display, and an LED display. Means, a computer having a communication interface and the like, and manages the image data of the input form 16 received from the form image input terminal 12 and the entry data received from the entry terminal 13. The data management server 15 is communicably connected to a host computer (not shown) that executes the accounting process of the financial institution, and transmits entry data to the host computer as necessary.

  The data management server 15 includes a business management database 15a for storing data for managing processing status data for each business, and a form image data database 15b for storing image data of the input form 16 acquired by the form image input terminal 12. And an input data database 15c for storing entry data input by the entry terminal 13 and verified by the verify terminal 14. The business management database 15a, the form image data database 15b, and the input data database 15c may be built in the data management server 15.

  In the business management database 15a, as shown in FIG. 2, “processing serial number”, “form image”, “input data”, “form type”, “processing status”, “completion status”, “transmission” Data such as “error” is stored for each business. Here, the “form image” is data for referring to the form image stored in the form image data database 15b, and the “input data” is the entry data stored in the input data database 15c. Data for reference. The “form type” is data indicating whether the type of the input form 16 has been determined, and is automatically input when the input form 16 is a form identification target form.

  Further, the “processing status” includes data of “form classification”, “entry”, and “verify”. “Form classification” is data indicating whether or not the type of the input form 16 has been determined. “Entry” is data indicating whether or not data entry processing as processing for inputting entry data described in the input form 16 has been processed. If it has not been processed, data entry is required. . Further, “verify” is data indicating whether or not the verify process as the process of verifying the contents of the input entry data has been processed. If the process has not been processed, verification is required.

  Further, the “completion status” includes data of “processing completed”, “returned”, and “deleted”. “Processing completed” is data indicating that the input entry data has been verified and has not been returned or deleted. “Returned” is data indicating that the entered entry data has been returned. Further, “deleted” is data indicating that the entered entry data has been deleted.

  The “transmission error” is data indicating that there is an error in sending entry data to the host computer.

  Next, the operation of the form data entry system 10 having the above configuration will be described. Here, the operation in the data entry work performed by the entry person operating the entry terminal 13 will be described.

  FIG. 3 is a diagram showing the configuration of the menu screen of the entry terminal in the embodiment of the present invention, and FIG. 4 is a diagram showing the configuration of the entry screen of the entry terminal in the embodiment of the present invention.

  First, when the person in charge of the entry operates the entry terminal 13 to start the data entry operation, a menu screen 20 as shown in FIG. 3 is displayed on the display means of the entry terminal 13. When the person in charge of the verification operates the verification terminal 14 to start the verification operation, a similar menu screen 20 is displayed on the display means of the verification terminal 14. The menu screen 20 is configured to be able to inquire about the status of each job in a multi-image, and displays data indicating the progress status of the data entry work in the form data entry system 10.

  In this case, as shown in FIG. 3, the menu screen 20 shows an entire business display unit 21 in which data indicating the progress status of all businesses is displayed in the upper portion, and a progress status of individual businesses in the lower portion. And an individual job display unit 22 for displaying data. In the all work display section 21, as the data indicating the progress status of all work, “number of received cases”, “processing completed”, “returned”, “deleted”, “form classification required”, “entry required” , “Verification required”, “transmission error”, and “sending” items are displayed for the number of items carried forward and the number of items for the day.

  The individual task display unit 22 includes data indicating the progress status of each task, such as “number of received items”, “processing completed”, “returned”, “deleted”, “entry required”, “verify”. The number of items carried forward and the number of items for the current day are displayed in the items “necessary”, “transmission error”, and “sending”. The number of individual tasks for which data indicating the progress status is displayed on a single individual task display unit 22 is not limited to five, and may be changed as appropriate according to the size of the individual task display unit 22. Can do. In addition, when the number of individual tasks is large and data indicating the progress of all the tasks cannot be displayed on the single individual task display unit 22, the data is displayed on a plurality of individual task display units 22. Can be. In the example shown in FIG. 3, an individual task display unit 22 that displays data indicating the progress of five individual tasks with task numbers 1 to 5 is shown, and five individual tasks with task numbers 6 to 10 are displayed. The individual job display unit 22 that displays data indicating the progress status of the job is displayed by selecting the display tab 23 assigned to the individual job display unit 22.

  Further, for each individual task, an “entry start” button 25 as a button for selecting the start of data entry work, and an “verify start” button 26 as a button for selecting the start of verification work are displayed in the individual work display unit 22. Is displayed. When the person in charge of the entry operates the entry terminal 13 and presses the “entry start” button 25, the data entry work for the corresponding job can be started. The “entry start” button 25 is effective when the number of “entry required” for the corresponding job is 1 or more, and is disabled when the number of “entry required” is 0. In the example shown in FIG. 3, the “entry start” button 25 that has become invalid is indicated by a dotted line. Further, when the person in charge of the verification operates the verification terminal 14 and presses the “verification start” button 26, the verification operation for the corresponding job can be started. The “verify start” button 26 is effective when the number of “verification required” for the corresponding job is 1 or more, and is disabled when the number of “verification required” is 0. In the example shown in FIG. 3, the “verify start” button 26 which is invalid is indicated by a dotted line.

  Then, when one image data of the input form 16 acquired by the form image input terminal 12 is added to the work management database 15a, the number of “entry required” for all work and the corresponding work increases by one. Further, when the type of the input form 16 is not determined, that is, when the form classification is not yet performed, the number of “form classification required” for all the operations is increased by one. If the number of “entry required” is 1 or more, the “entry start” button 25 is enabled. However, if the data of the input form 16 for which no data entry has been made has not yet been determined, the “entry” The “Start” button 25 is not enabled.

  Further, when the value of the “form classification” data in the “processing status” of the business management database 15a changes, that is, the type of one input form 16 changes from undecided to determined, the number of “form classification required” Decreases by 1.

  Further, when the value of the “entry” data in the “processing status” of the business management database 15a changes, that is, when the data entry processing of one input form 16 changes from unprocessed to processed, the number of “entry required” Decreases by 1, and the number of “verification required” increases by 1.

  Furthermore, if the value of the “verify” data in the “processing status” of the business management database 15a fluctuates, that is, the verification processing of the entry data of one input form 16 changes from unprocessed to processed, “verification is required”. The number of cases decreases by 1.

  Further, when “processing completed”, “returned”, or “deleted” in the “completion status” of the business management database 15a changes to “completed”, the number of “processing completed”, “returned”, or “deleted” is 1 To increase.

  Further, when transmission of entry data from the data management server 15 to the host computer is started, the number of “sending” increases by one, and when the transmission ends, the number of “sending” decreases by one.

  Further, if the value of the “transmission error” data in the business management database 15a fluctuates, that is, if there is an error in the transmission of entry data to the host computer, the number of “transmission errors” increases by one.

  When there is remaining data, that is, when there is a business whose number of “entry required” is 1 or more, a colored mark is displayed on the display tab 23 attached to the individual business display unit 22 displaying the data of the business (For example, a red circle mark) 24 is displayed. Therefore, the person in charge of entry selects the display tab 23 on which the mark 24 is displayed, thereby displaying data indicating the progress status of the work whose number of “entry required” is 1 or more.

  Subsequently, the person in charge of entry confirms data indicating the progress status of the displayed individual work. In this case, the “entry start” button 25 is valid for a task for which processing remains, that is, a task for which the number of “entry required” is one or more. Thus, when the person in charge of the entry presses the “entry start” button 25 which is valid, the data entry work of the corresponding job is started. Note that the “entry start” button 25 is disabled for a task for which processing is not retained, that is, a task for which the number of “entry required” is 0. It is possible to easily determine whether work should be performed.

  When the person in charge of entry presses the “entry start” button 25, the entry screen 30 as shown in FIG. 4 is displayed on the display means of the entry terminal 13 in order to start the data entry operation of the corresponding job. Is displayed. FIG. 4 shows an entry screen 30 when the business is an address change notification. The entry screen 30 is for inputting image data display unit 31 for displaying image data of the input form 16 stored in the form image data database 15b in the upper part and for entering entry data described in the input form 16 in the lower part. And an input field part 32 for displaying the input field.

  In this case, regardless of the type of business, that is, the type of the input form 16, all the input forms 16 are displayed on the entry screen 30 having the same form, and the entry data described in all the input forms 16 is stored in the same operation system. You can enter in. For this reason, it is not necessary to train the person in charge of the entry even if a new job is added. In addition, since optimum image display is performed, even small characters are clearly displayed on the image data display unit 31 and can be easily visually recognized.

  Further, a guide frame 33 is displayed on the image data display unit 31. The guide frame 33 moves in the image data display unit 31 so as to be interlocked with the input field unit 32, and the input field 34 selected in the input field unit 32 (second example in the example shown in FIG. 4). The location on the input form 16 corresponding to the address (kanji) input field) is shown. Note that the image data display unit 31 can scroll and display the image data of the input form 16, and a position on the input form 16 corresponding to the input field 34 selected in the input field unit 32 is easily visible. As a result, the scroll display is automatically performed.

  The input field 34 is also displayed in a large size by scroll display. Therefore, it is easy to visually recognize and the occurrence of input mistakes can be prevented. In addition, a guidance display field 35 is displayed below the input field 34, and various types of guidance can be displayed in order to support the data entry operation by the person in charge of entry.

  As described above, in the present embodiment, the data entry progress status displayed on the menu screen 20 is confirmed, and the “entry start” button 25 also displayed on the menu screen 20 is pressed. By performing the operation, the entry screen 30 for each business is displayed, and the data entry work for the business can be performed. For this reason, it is not necessary to display a separate screen to check the progress of work or to perform complicated operations, and data entry work can be efficiently performed with simple operations.

  In addition, this invention is not limited to the said embodiment, It can change variously based on the meaning of this invention, and does not exclude them from the scope of the present invention.

It is a figure which shows the structure of the form data entry system in embodiment of this invention. It is a figure which shows the structure of the business management database in embodiment of this invention. It is a figure which shows the structure of the menu screen of the entry terminal in embodiment of this invention. It is a figure which shows the structure of the entry screen of the entry terminal in embodiment of this invention.

Explanation of symbols

10 Form Data Entry System 13 Entry Terminal 15 Data Management Server 16 Input Form 20 Menu Screen 21 All Business Display Unit 22 Individual Business Display Unit 25 “Entry Start” Button 26 “Verify Start” Button 30 Entry Screen 31 Image Data Display Unit 32 Input Field part

Claims (5)

(A) an entry terminal for performing data entry work for inputting entry data described in a form;
(B) a data management server connected to the entry terminal for storing the image data of the form and managing the progress of the data entry work;
(C) The entry terminal displays a menu screen for displaying data indicating the progress status of the data entry work for each business, and an entry screen for performing data entry work for inputting the entry data of the business selected on the menu screen. Form data entry system characterized by displaying The form data entry system according to claim 1, wherein the menu screen includes a button for selecting start of data entry work for each business, and when the button is pressed, the entry screen for the selected business is displayed. 3. The form data entry system according to claim 2, wherein the button is enabled when there is entry data to be input for each business and is disabled when there is no entry data to be input. The menu screen displays the number of items received for all businesses, processing completed, returned, deleted, report classification required, entry required, verification required, outgoing error, number of items carried forward and the number of items for the current day Displays the total number of received business operations, the number of received items for each business, processing completed, returned, deleted, entry required, verification required, transmission error, number of items carried forward and the number of items for the current day The form data entry system according to claim 2, further comprising an individual business display unit. The form data entry system according to claim 1, wherein the entry screen includes an image data display unit that displays image data of the form, and an input field unit for inputting entry data described in the form.

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