JP2008165409A - Electronic business form retrieving device, electronic business form retrieving method, and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To generate computer-aided name identification business form data from a plurality of business form data. <P>SOLUTION: An electronic business form server 10 searches business form data and other business form data based on information on the searching conditions of the business form data and information on the searching conditions of other business form data. Then, the electronic business form server 10 extracts the data of selection items from records in the searched business form data and in the searched other business form data and generates the computer-aided name identification business form data based on the extracted data. <P>COPYRIGHT: (C)2008,JPO&INPIT

Description

  The present invention relates to a technique capable of creating name identification electronic form data.

  The following are examples of conventional techniques related to form identification. Patent Document 1 discloses a name identification processing system that makes it possible to execute various name identification processes according to various processing contents when processing a plurality of databases in an integrated manner, thereby facilitating use of information.

  In Patent Document 2, by inputting basic data item definitions and requirements related to name identification, a name identification database design that can design a scalable name identification database corresponding to desired requirements in a short time. A support system is disclosed.

JP 2004-78336 A JP 2004-303117 A

  However, in the prior art, it is not easy to generate one name identification electronic form from a plurality of electronic forms. In other words, unlike the conventional system that manages only the data in the database, the electronic form system centrally manages the form data and the form of the form, and often has a form image as a paper image. . When creating a name collation form with such an electronic form system, the paper images have different layouts and cannot be easily created. In the present invention, as a solution to this problem, the creation of a name identification form in an electronic form is realized by defining a main form and aggregating data from a plurality of forms into the layout.

  In addition, processing such as preparing middleware that can access a general database and importing data extracted from the database into spreadsheet software has been widely performed, but an information system DB dedicated to EUC (end-user computing) is used. Even in the case of construction, setting of access authority for each user is complicated, and it is practically impossible to open the backbone DB because of a performance problem. So, if you can provide a mechanism that allows you to easily create a name collation form from an electronic form, you can create a name collation form freely based on the electronic form that is output periodically if you only set access rights to the electronic form. It becomes possible, and the merit on the user and system development / operation side is great. For example, if you have access to savings account details data and time deposit details data, the savings account and time deposit account are separate forms, and the balance of the savings account and the total amount of time deposits for a customer If it is possible to create a name-separated electronic form for the balance of the savings account and the total amount of the time deposit and display it in a single form, it will be very convenient in the business of financial institutions.

  Accordingly, an object of the present invention is to make it possible to easily generate name identification electronic form data from a plurality of electronic form data, and to provide a convenient mechanism for both the user and the operation / development side of the electronic form system. is there.

The form search device of the present invention includes search condition information for electronic form data, search condition information for at least one other electronic form data different from the electronic form data, and selection item information indicating items to be identified. Based on the input means for inputting and the search condition information for the electronic form data and the search condition information for the other electronic form data, the electronic form data and the other electronic forms are stored from a storage means for storing a plurality of electronic form data. Search means for searching for data; extraction means for extracting data of items indicated by the selection item information from the electronic form data searched by the search means and records in the other electronic form data; and the extraction And creating means for creating name identification electronic form data based on the data extracted by the means.
The electronic form search method of the present invention is a form search method by an electronic form search device, wherein electronic form data search condition information and at least one other electronic form data search condition information different from the electronic form data A plurality of electronic form data is stored based on the input step of inputting selection item information indicating items to be identified, and the search condition information of the electronic form data and the search condition information of the other electronic form data A search step for searching the electronic form data and the other electronic form data from a storage means, and a record in the electronic form data and the other electronic form data searched by the search step. An extraction step for extracting data of items to be collected, and name identification electronic based on the data extracted by the extraction step Characterized in that it comprises a generation step of generating a vote data.
The program of the present invention inputs search condition information for electronic form data, search condition information for at least one other electronic form data different from the electronic form data, and selection item information indicating items to be identified. Based on the input step, the search condition information of the electronic form data and the search condition information of the other electronic form data, the electronic form data and the other electronic form data are stored from a storage means for storing a plurality of electronic form data. A search step for searching; an extraction step for extracting data of items indicated by the selection item information from the records in the electronic form data and the other electronic form data searched by the searching step; and A creation step for creating name identification electronic form data based on the extracted data on a computer Characterized in that to the row.

  In the present invention, name selection electronic form data is generated from a plurality of electronic form data by extracting data of selection items to be name identification from a plurality of electronic form data and creating name identification electronic form data from the extracted data. Making it possible.

  DESCRIPTION OF EXEMPLARY EMBODIMENTS Hereinafter, preferred embodiments to which the invention is applied will be described in detail with reference to the accompanying drawings.

  FIG. 1 is a diagram schematically showing a configuration of an electronic form system according to an embodiment of the present invention. The connection configuration of each device on the communication line in FIG. 1 is merely an example, and it goes without saying that various configurations can be taken according to the application and purpose.

  The electronic form server 10 has a transmission / reception function that can be connected to the form reference terminal 30 via a communication line 15 such as a LAN. The electronic form server 10 has not only functions for managing and generating form data in an electronic form DB (database), but also a function as a Web server for outputting the generated form data.

  The form reference terminal 30 is a client terminal used by a person who views a form and obtains a calculation result, and has a configuration including a general-purpose browser application. In this case, the electronic form server 10 generates form output data generated by combining the form form and form data as display data using a markup language such as a combination of HTML, XML, and a style sheet. It has a function. Then, the electronic form server 10 transmits in response to a Get request from a browser provided in the form reference terminal 30. Note that HTML is an abbreviation for Hyper Text Markup Language, and XML is an abbreviation for eXtensible Markup Language.

  Next, the hardware configuration of the electronic form server 10 will be described. FIG. 2 is a block diagram schematically showing the hardware configuration of the electronic form server 10.

  In FIG. 2, the CPU 21 comprehensively controls each device connected to the system bus 20. In addition, the ROM 23 or the hard disk 28 stores an operating system (OS) that is a control program of the CPU 21 and programs for realizing various functions described later of the electronic form server 10.

  The RAM 22 functions as a main memory, work area, temporary save area, and the like for the CPU 21.

  The LAN adapter 24 is a communication line connection mechanism that controls communication with an external device (form reference terminal 30) via a LAN (communication line 15). The video adapter 25 is a display and a connection mechanism.

  The storage medium drive 29 controls reading and writing of data with respect to a storage medium such as a flexible disk, an optical disk, a magneto-optical disk, a CD-ROM, a CD-R, a magnetic tape, and a nonvolatile memory card. Note that the program for realizing the various functions of the electronic form server 10 described above may be acquired from these recording media and supplied to the CPU 21, or another communication device via a communication medium such as the Internet. It may be obtained from the above and supplied to the CPU 21.

  The keyboard 26 and the mouse 27 are user operation means, and input information corresponding to the user operation is input to the CPU 21.

  The program for realizing the function of the electronic form server 10 according to the present embodiment includes a function for realizing the Web server function. That is, after the form data is generated, it is converted into an image form such as JPEG or GIF that can be viewed with a browser. Then, form data for browser display (hereinafter, form data for browser display is simply referred to as form data) is generated together with information such as tags set in advance. Of course, it may be configured to display text-based text in a markup language such as HTML without converting it into an image form such as JPEG or GIF as a format that can be viewed by a browser.

  The hardware configuration of the form reference terminal 30 is the same as that of the electronic form server 10. That is, programs for realizing various functions described later by the CPU 21 of the form reference terminal 30 are stored in the hard disk 28 or the like of the form reference terminal 30. This program may be supplied to the CPU 21 via the storage medium drive 29 in addition to the hard disk 28, or may be supplied via a communication medium such as the Internet. Of course, the program on the form reference terminal 30 side includes a browser for displaying the form output data.

  Next, the operation of the electronic form system according to the present embodiment will be described with reference to FIG. FIG. 3 is a flowchart showing the operation of the electronic form system according to the present embodiment. The processes in steps S301 to S314 are realized based on the control of the CPU 21 of the form reference terminal (hereinafter abbreviated as the terminal 30). The processes in steps S320 to S334 are realized based on the control of the CPU 21 of the electronic form server 10 (hereinafter abbreviated as a server).

  In step S320, the CPU 21 of the server 10 transmits to the terminal 30 screen information for displaying the folder search screen shown in FIG.

  In step S301, the CPU 21 of the terminal 30 displays the folder search screen in FIG. When the CPU 21 of the terminal 30 detects that at least a part of the folder name is input in the folder name item 501 of the folder search screen and the “Folder Search” button 502 is pressed, the session ID and the folder name are displayed. Send to server 10. Here, the search target folder is a folder in which an electronic form (hereinafter referred to as a main form) that is a source of a name identification form is stored.

  In step S321, the CPU 21 of the server 10 performs a folder search using the received folder name, and transmits screen information for displaying a list of corresponding folder names on the terminal 30 as shown in FIG.

  The CPU 21 of the terminal 30 displays the corresponding folder list screen shown in FIG. 6 using the received screen information. When a desired folder (here, “Personal Deposit 2006 First Term”) is selected on the screen of FIG. 6 by the user's operation and the “OK” button 601 is selected, the CPU 21 of the terminal 30 displays the operation content. Detect. Then, the CPU 21 of the terminal 30 transmits information specifying the selected folder to the server 10 together with the session ID.

  The CPU 21 of the server transmits the list information of the form data stored in the folder designated by the information specifying the received folder and the screen information for causing the terminal 30 to display the form selection screen shown in FIG. . The form data list information includes form IDs and form names of all form data stored in the designated folder.

  When the CPU 21 of the terminal 30 receives the list information of the form data and the screen information, the CPU 21 stores them in the RAM 22 and then advances the process to S302.

  In S302, the CPU 21 of the terminal 30 displays a form selection screen shown in FIG. List information of the form data is displayed in a list box 701 of the main form name on the form selection screen. The list information of the form data is also displayed in the list boxes of form name 1 to form name 3. In addition to this, a dialog (not shown) in which a folder name and a form data name can be referred to is displayed by pressing a “main form selection” button 705 and “form search” buttons 706 to 708, and a form in another folder is displayed. You can also select data. Further, the form item list of the selected form data can be displayed by referring to the electronic form DB in the server 10.

  When the CPU 21 of the terminal 30 detects that the main form is selected in the list box 701 of the main form name and the “main form selection” button 705 is pressed, the server 21 stores information specifying the selected main form together with the session ID. 10 to send. In the example of FIG. 7, “individual customer master” is selected as the main form. Further, “ordinary deposit balance details” is selected as the form name 1 and “time deposit balance details” is selected as the form name 2.

  Here, the main form is an electronic form serving as a base for creating a name identification form as a final object, and it is common to select a form including the most display items of the name identification form. Accordingly, there are generally fewer form items than the main form from electronic forms other than the main form (hereinafter referred to as “named subject form”). In addition, the form generation of each form can be designated in the From-To format in the form generation designation item.

  In S321, the CPU 21 of the server 10 receives information for specifying the selected main form, and searches the electronic form DB using information for specifying the main form (name of main form and form ID) as a key. Next, the CPU 21 of the server 10 transmits the item list and attribute information of the searched main form to the terminal 30.

  The CPU 21 of the terminal 30 displays the received main form item list in the “association item” list box 709 in FIG. 7 to enable selection of the association item. The association item includes a name-entry target form as an item. In the name identification process, a desired other item is read out from a record having the same contents in the related item in the name identification target form, and name identification is performed. In the example of FIG. 7, the name entry target form can be specified by the items of form name 1 to form name 3 in FIG. 7.

  In step S302, when the CPU 21 of the terminal 30 detects that the “to search condition input” button 710 is pressed on the screen of FIG. 7, the information for specifying all the selected target forms (main form and name-entry target form). The association item information is transmitted to the server 10 together with the session ID.

  The CPU 21 of the server 10 searches the electronic form DB for the received target form and determines whether or not an association item is included in all the target forms. When the association item is included in all the target forms, the CPU 21 of the server 10 transmits the screen information for displaying the search condition input screen of FIG. 8 to the terminal 30 and then advances the processing to S322. When there is a target form that does not include an association item, the CPU 21 of the server 10 transmits screen information for displaying a warning message on the terminal 30.

  When the CPU 21 of the terminal 30 receives screen information for displaying the search condition input screens of FIGS. 8 and 9, the process proceeds to S303. On the other hand, when the screen information for displaying the warning message is received, a warning dialog “The form name YYYY does not include the association item ZZZZ” is displayed, and the “OK” button in the dialog is displayed. When pressed, the screen of FIG. 7 is displayed again.

  In S303, the CPU 21 of the terminal 30 displays the search condition input screen shown in FIGS. FIG. 8 shows the first page of the search condition input screen, and FIG. 9 shows the second page of the search condition input screen.

  On the search condition input screens of FIGS. 8 and 9, search conditions for each form (relationship between each detail line (AND / OR), selection item, association item operator (=,>, ≧, =, ≠, <, ≦ or blank), item conditions, and display category (Y: display, N: used for search but not displayed)) can be input / selected.

  For example, for the main form, among the records in the main form corresponding to customer IDs “0123455” to “0123470”, the selection items “customer name”, “branch code 1”, “branch name 1”, “ It is specified to search item data of “branch code 2” and “branch name 2”. Since the search conditions for these item data are not specified in the item conditions, all these item data are searched from the records in the main form corresponding to the customer IDs “0123455” to “0123470”. become. In the display category item, “Y” is set for “customer ID”, “customer name”, “branch name 1”, “branch name 2”, and “branch code 1” and “branch code 2” are set. On the other hand, “N” is set. This displays the item data of “customer ID”, “customer name”, “branch name 1”, “branch name 2”, and does not display the item data of “branch code 1” and “branch code 2”. Means that.

  In addition, for the “ordinary deposit balance statement” which is a form for name registration, the selection items “branch code”, “account number” among the records in the form for name registration corresponding to customer IDs “0123455” to “0123470” "," Balance "and" Account opening date "are specified to be searched. In the display category item for “ordinary deposit balance statement”, “Y” is set for “account number”, “balance”, “account opening date”, and “N” is set for “branch code”. Yes. This means that the item data of “account number”, “balance”, and “account opening date” are displayed, and the item data of “branch code” is not displayed.

  In addition, for “time deposit balance details” which is a form for name registration, the selection items “branch code” and “contract number” among the records in the form for name registration corresponding to customer IDs “0123455” to “0123470” "," Periodic amount "and" deposit date "are specified to be searched. In the display category item for “Time deposit balance details”, “Y” is set for “Contract number”, “Time amount”, “Deposit contract date”, and “N” is set for “Branch code”. ing. This means that the item data of “contract number”, “periodic amount”, and “deposit contract date” are displayed, and the item data of “branch code” is not displayed.

  When the CPU 21 of the terminal 30 detects that the search condition of each target form is input and the “search condition save” button 801 is pressed on the search condition input screen of FIG. 8, the CPU 21 identifies the session ID and each form. Information and search condition information for each form are transmitted to the server 10. The search condition information includes selection item information. The CPU 21 of the server 10 stores information specifying each form and corresponding search condition information in the hard disk 28 in association with the session ID.

  When the CPU 21 of the terminal 30 detects that the search conditions for all forms have been input and the “layout selection” button 802 has been pressed, information indicating that a session ID, search condition information, and layout selection screen information are requested is sent to the server 10. And the process proceeds to S304. Hereinafter, information indicating that the layout selection screen information is requested is referred to as layout selection screen request information.

  When the CPU 21 of the server 10 receives the layout selection screen request information, screen information for causing the terminal 30 to display a layout setting screen as shown in FIG. 10 based on the search condition information received together with the layout selection screen request information. Is transmitted to the terminal 30.

  The screen shown in FIG. 10 illustrates a state in which information is input in the summary specification item 1001, the amount display item 1002, and the sort specification item 1003. However, the screen information at the time of transmission to the terminal 30 includes Information is not included. That is, when the terminal 30 displays the screen information, the summary designation item 1001, the amount display item 1002, and the sort designation item 1003 are blank. Thereafter, the CPU 21 of the server 10 advances the process to S323.

  In S304, the CPU 21 of the terminal 30 displays a layout setting screen as shown in FIG. Note that “99999” and “XXXX” in the detail line are displayed based on the attribute of the form and the number of digits of item data displayed in each column of the form, and the width of each column is also set by dividing the number of digits. The

  In the layout setting screen of FIG. 10, the text of the item name, the number of display digits of each item, and the display width of each item (ruled line interval) can be adjusted. In the summary designation item 1001, a unit to be summarized and a summary target item within the unit can be designated. In the example of FIG. 10, “branch code> form ID” is designated as the summary unit, and “balance” and “amount” are designated as the target items. This means that each form ID is summarized for each branch, and the target items are “balance” of the ordinary deposit balance details and “periodic amount” of the term deposit balance details.

  Although details will be described later, by specifying in this way, it is possible to grasp the result of summarizing the balance of a customer's savings account for each branch and the result of summarizing the fixed amount of the customer's time deposit for each branch. Is possible.

  For example, a customer's savings account and time deposit account may exist in a plurality of branches. In such a case, it is possible to grasp the balance of the savings account of each branch and the fixed amount of the fixed deposit account in one vote. In addition, since a summary result is obtained for each branch, the balance of the customer and the total amount of the regular amount can be grasped for each branch. A customer may have multiple savings accounts and time deposit accounts at one branch. In this embodiment, the total amount of the customer's balance and periodic amount can be made into one vote for each branch, so it is possible to know how much balance and periodic amount the customer has deposited in one branch. Useful if you want to.

  When the CPU 21 of the terminal 30 detects that the “Save Layout” button 1004 is pressed on the layout setting screen of FIG. 10, it transmits the layout setting information and the session ID to the server 10.

  In S323, the CPU 21 of the server 10 stores the search condition information and layout setting information in the hard disk 28 in association with the session ID, and the process proceeds to S324.

  Further, when the CPU 21 of the terminal 30 detects that the “form creation” button 1005 is pressed on the layout setting screen of FIG. 10, the process proceeds to S <b> 305. In S305, the CPU 21 of the terminal 30 transmits layout setting information and information indicating that a form creation is requested (form creation request) to the server 10 together with the session ID, and the process proceeds to S306. When it is detected that a “form display” button (not shown) has been pressed, the CPU 21 of the terminal 30 advances the process to step S305 to display layout setting information and information for requesting the form display (form display request) as a session. It transmits to server 10 with ID.

  In S323, the CPU 21 of the server 10 stores the layout setting information in the hard disk 28 in association with the session ID, and advances the process to S324.

  In S324, when the CPU 21 of the server 10 receives the request information from the terminal 30, the process proceeds to S325. As described above, the request information from the terminal 30 includes the form creation request and the form display request, and the form display request includes the name identification form display request and the main form display request.

  In S325, the CPU 21 of the server 10 receives the form creation request from the terminal 30, and determines whether all the data search processing necessary for creating the form has been completed. If it is determined that a form creation request has not been received, or that a form creation request has been received but all data searches have been completed, the process proceeds to S327. On the other hand, if it is determined that the form creation request has been received and all the data search processing has not yet been completed, the processing proceeds to S326.

  In S326, the CPU 21 of the server 10 searches the electronic form DB for the target form based on the information for specifying the search target form associated with the session ID and the search condition information, and searches for data in the search target form. Execute. That is, the server 10 extracts records that match the search condition specified for the association item for each form, and extracts data of the selection item specified as the search condition from the extracted records. Here, the process of searching for the target form is a process that is an example of a process of the search means of the present invention.

  The CPU 21 of the server 10 stores the extracted data as a work file in the hard disk 28 in association with the corresponding form. When the search process is completed for all records of a certain form, the process returns to step S325.

  In S <b> 327, the CPU 21 of the server 10 determines whether there is a form display request from the terminal 30. If it is determined that there is a form display request, the process proceeds to S333. If it is determined that there is no request for displaying the form, the process proceeds to S328.

  In S <b> 328, the CPU 21 of the server 10 determines whether a request for creating a name collation form has been received from the terminal 30 by pressing the “form creation” button 1005. If it is determined that a name collation form creation request has been made, the process proceeds to S329. If it is determined that there has been no name collation form creation request, the process returns to S320.

  In S329, the CPU 21 of the server 10 performs a name identification form creation process. Details will be described with reference to the flowchart shown in FIG.

  In S330, the CPU 21 of the server 10 determines whether or not there is a designation (S304) in the summary designation item on the layout setting screen of FIG. If it is determined that there is designation in the summary designation item, the process proceeds to S331. On the other hand, if it is determined that there is no designation in the summary designation item, the process proceeds to S332.

  In S331, the CPU 21 of the server 10 executes summary processing based on the designation in S304 for the work file stored in the hard disk in S326, and advances the processing to S332. S331 is a process as an example of a process of the calculation unit of the present invention.

  In S332, the CPU 21 of the server 10 executes work file sorting processing based on the specified content (S304) of the sort specification item on the layout setting screen of FIG. However, if no sort specification item is specified, the processing in this step is skipped.

  In S333, the CPU 21 of the server 10 executes processing in the following cases (1) to (2). S333 is a process as an example of a process of the creation unit of the present invention.

(1) When the request from the terminal 30 is a request for displaying a name collation form, the CPU 21 of the server 30 generates display information of a part designated by the display request among the already created name collation forms, and stores it in the RAM. save.

(2) When the request from the terminal 30 is a display request for the main form, the CPU 21 of the server 30 searches the main form with the specified association item value, and displays the first page of the main form at the hit location. Information is generated and stored in RAM.

  In S334, the CPU 21 of the server 30 transmits the display information stored in the RAM to the terminal 30, and returns the process to S324.

  In S306, the CPU 21 of the terminal 30 is waiting to receive display information, and the process proceeds to S307 at regular time intervals.

  In S307, the CPU 21 of the terminal 30 determines whether display information has been received from the server 10, and if it is determined that the display information has been received, the process proceeds to S308. If it is determined that it has not been received, the process returns to S306.

  In S308, the CPU 21 of the terminal 30 stores the form data received from the server 10 in the RAM and displays it on the screen (FIG. 11 or FIG. 12). The process proceeds to S309 at regular time intervals.

  FIG. 11 is a diagram illustrating a display example of the name identification form. As shown in FIG. 11, in the name identification form, for the individual customer master as the main form, the customer name of the individual customer master corresponding to the customer IDs “0123455” to “0123470” specified as the item conditions of the search condition, The branch name item data is displayed. Regarding the ordinary deposit balance details of the name identification target form, the account number, balance, and account opening date item data corresponding to the customer IDs “0123455” to “0123470” are displayed. Regarding the time deposit balance details of the name identification target form, the contract number, the amount of the time deposit, and the item data of the deposit contract date corresponding to the customer IDs “0123455” to “0123470” are displayed.

  In addition, the fact that the account number of the savings account of Shinagawa branch of Mr. Ichitaro Tanaka in the name collation form shown in FIG. 11 is not displayed in numbers means that a plurality of savings accounts exist and are summarized.

  FIG. 12 is a diagram showing a display example of a main form (individual customer master). As shown in FIG. 12, in the individual customer master, the customer name of the individual customer master corresponding to the customer IDs “0123455” to “0123470” specified as the item conditions of the search condition, the branch code 1, the branch code 2, and the notification The item data of address 1 and reported address 2 are displayed. That is, in this example, when a display request for a main form is requested, customer ID, customer name, branch code 1, branch code 2, report address 1, report address 2 are designated as search condition selection items. As an example, “0123455” to “0123470” are specified as item conditions for the customer IDs.

  In S309, the CPU 21 of the terminal 30 determines whether the “resort” button 1101 is pressed on the screen of FIG. 11, and if it is determined that the button is pressed, the process proceeds to S310. If it is determined that the button has not been pressed, the process proceeds to S311.

  In S310, the CPU 21 of the terminal 30 displays a sort designation dialog as shown in the lower part of FIG. 10 based on the dialog screen data stored in the RAM. Then, the CPU 21 of the terminal 30 sorts the form data stored in the RAM based on the designation in the dialog in S308, and returns the process to S308.

  In S311, the CPU 21 of the terminal 30 makes a display request such as pressing the main form call button 1102 (FIG. 11), the “previous page” button 1103, 1201, or the “next page” button 1104, 1202 (FIG. 11 or FIG. 12). Determine if there was. If it is determined that there is a display request, the process proceeds to S312. If it is determined that there is no display request, the process proceeds to S313.

  In S312, the CPU 21 of the terminal 30 transmits a display request to the server 10 and returns the process to S306.

  In S313, the CPU 21 of the terminal 30 determines whether the “Previous Page” button has been pressed on the screen of FIG. 11 or FIG. If it is determined that the “Previous page” button has been pressed, the process returns to S303. If it is determined that the “Previous page” button has not been pressed, the process proceeds to S314.

  In S <b> 314, the CPU 21 of the terminal 30 determines whether the “end” button 1105, 1203 is pressed on the screen of FIG. 11 or 12. If it is determined that the “End” button has been pressed, the process ends. If it is determined that the “Finish” button 1105, 1203 has not been pressed, the process returns to S308.

  Next, a process for creating a name identification form will be described. FIG. 4 is a flowchart showing the flow of the name identification form creation process of the server 10.

  First, the CPU 21 of the server 10 performs initialization processing (step S421), and reads records of values of association items within the search condition range from the main form one by one into the RAM (step S422).

  Subsequently, the CPU 21 of the server 10 determines whether or not the main form record has been successfully read (step S423). If reading of the record of the main form fails, the processing shown in this flowchart is terminated.

  On the other hand, when the reading of the main form record is successful, the CPU 21 of the server 10 reads the records of a certain name identification form one by one (step S424).

  Subsequently, the CPU 21 of the server 10 determines whether or not the record of the name identification target form has been successfully read (step S425). If reading of the record of the name identification target form fails, the process proceeds to step S435. On the other hand, if the record of the name identification target form has been successfully read, the process proceeds to step S426.

  Subsequently, the CPU 21 of the server 10 determines whether or not the value of the association item that is the current target exists in the record of the name identification target form currently read into the RAM (step S426). When the value of the association item exists in the record, the CPU 21 of the server 10 adds the data of the selection item of the record as name identification data (step S427), and increments the record count by 1 (step S428). Step S427 is a process as an example of a process of the extraction unit of the present invention.

  On the other hand, when there is no value of the association item in the record, the CPU 21 of the server 10 determines whether or not all records have been read from the name identification target form that is the current target (step S437). If all records have not been read yet, the process returns to step S424 to read the next record. On the other hand, when all records are read, the CPU 21 of the server 10 determines whether or not the record count value is 0 (step S429).

  When the value of the record count is 0, the CPU 21 of the server 10 blanks items related to the name identification target form on the name identification form (step S430), and the process proceeds to step S434. When the record count value is not 0, the CPU 21 of the server 10 determines whether or not the record count value is greater than 1 (step S431).

  When the value of the record count is greater than 1, the CPU 21 of the server 10 summarizes the data for each item (step S432) and resets the record count to 0 (step S433). On the other hand, when the value of the record count is 1, the CPU 21 of the server 10 does not perform the data summary and resets the record count to 0 (step S433).

  Subsequently, the CPU 21 of the server 10 determines whether or not the processing has been completed for all name identification target forms (step S434). When the process is completed for all name identification target forms, the process returns to step S422, and the next record of the main form is read. On the other hand, if the processing has not been completed for all the name identification target forms, the CPU 21 of the server 10 shifts the processing to step S436, changes the name identification target form (step S436), and records the records from the name identification target form of the change destination. Reading is performed (step S424).

  In step S425, when the record reading fails, that is, when there is no record that can be read from the name identification target form that is the current target, the CPU 21 of the server 10 processes all the name identification target forms. It is determined whether or not it has been performed (step S435). As a result of the determination, when all the name identification target forms are processed, the process returns to step S422, and the CPU 21 of the server 10 reads the next record of the main form. On the other hand, when the processing has not been completed for all the name identification target forms, the CPU 21 of the server 10 changes the name identification target form (step S436), and reads the record from the name identification target form of the change destination (step S424). . Name identification form data is generated by the processing described above.

  As described above, in the embodiment described above, the data of the selection items to be identified is extracted from the plurality of form data, and the name identification form data is generated from the extracted data, thereby generating the name identification form data from the plurality of form data. Making it possible. For example, if a savings account and a time deposit account are separate forms and you want to know the balance of the savings account and the total amount of time deposits for a certain customer, you can check the balance of the savings account and the total amount of time deposits. Can be created and displayed as a single vote, which is very convenient in the business of financial institutions.

Next, another embodiment of the present invention will be described.
If the CPU 21 of the terminal 30 detects that the “call template” button on the screen of FIG. 7 is pressed instead of the “folder search” button on the screen of FIG. Information indicating that a template list is requested is transmitted together with the session ID.

  The CPU 21 of the server 10 reads a template information list usable by the user from the hard disk 28 of the server 10. Then, the CPU 21 of the server 10 transmits to the terminal 30 screen information for causing the terminal 30 to display a dialog capable of performing template list display and template selection similar to the screen of FIG.

  When the CPU 21 of the terminal 30 displays a template selection dialog and a specific template is designated, the CPU 21 transmits information for specifying the selected template to the server 10.

  The CPU 21 of the server 10 reads the designated template information from the hard disk 28, and displays display information for displaying on the terminal 30 a screen in which the selection items and each search condition are entered on the screens of FIGS. Generate and send. The template information includes at least the former 2 of the form selection information specified in FIG. 7, the selection items and search condition information for each form specified in FIGS. 8 and 9, and the layout setting information set in FIG. Including one. However, in principle, three pieces of information including layout information are stored in association with each other.

  The CPU 21 of the terminal 30 immediately proceeds from S301 to S303, and the form name, AND / OR category, selection item, operator, search condition, and display category are selected or input on the screens of FIGS. A screen is displayed (this part is not shown in the flowchart).

Next, still another embodiment of the present invention will be described.
8 and 9 show the search condition specification details line consisting of AND / OR, selection item, item condition, and display category, 6 lines are displayed in the main form, and 4 lines are displayed for the other form. It is also possible to display the detail line. In addition, a row addition button is displayed, and when this button is pressed, display information for displaying a screen with the added detail row is generated by the server 10 and transmitted to the terminal 30 or generated on the terminal 30 side. It is possible to set a desired condition by redisplaying a screen with more detail lines.

  Also in these modified examples, it is possible to generate name identification form data from a plurality of form data, and it is possible to provide a very convenient tool in the business of financial institutions.

1 is a diagram schematically showing a configuration of an electronic form system according to an embodiment of the present invention. It is a figure which shows typically the hardware constitutions of an electronic form server. It is a flowchart which shows operation | movement of the electronic form system which concerns on embodiment of this invention. It is a flowchart which shows the flow of a creation process of a name collation form. It is a figure which shows an example of a form selection screen. It is a figure which shows an example of an applicable folder list display screen. It is a figure which shows an example of a form selection screen. It is a figure which shows an example of a search condition input screen. It is a figure which shows an example of a search condition input screen. It is a figure which shows an example of a layout setting screen. It is a figure which shows the example of a display of a name collation form. It is a figure which shows the example of a display of a main form.

Explanation of symbols

10 Electronic Form Server 15 Communication Line 30 Form Reference Terminal 20 System Bus 21 CPU
22 RAM
23 ROM
24 LAN adapter 25 Video adapter 26 Keyboard 27 Mouse 28 Hard disk 29 Storage medium drive

Claims (5)

Input means for inputting search condition information of electronic form data, search condition information of at least one other electronic form data different from the electronic form data, and selection item information indicating an item to be identified;
Search means for searching the electronic form data and the other electronic form data from a storage means for storing a plurality of electronic form data based on the search condition information of the electronic form data and the search condition information of the other electronic form data When,
Extraction means for extracting data of items indicated by the selection item information from the records in the electronic form data and the other electronic form data searched by the search means;
An electronic form retrieval apparatus, comprising: creation means for creating name identification electronic form data based on the data extracted by the extraction means.   The input means further inputs association item value information indicating a value of an association item for associating the electronic form data with the other electronic form data, and the extracting means is configured to input the electronic form data and the other electronic form data. 2. The electronic form retrieval apparatus according to claim 1, wherein data of an item indicated by the selection item information is extracted from a record that matches a value of the association item indicated by the association item value information. A calculation unit that calculates a total value for each item of data extracted by the extraction unit;
The electronic form retrieval apparatus according to claim 1, wherein the creation unit creates the name collated electronic form data using a total value of each item calculated by the calculation unit. An electronic form search method using an electronic form search device,
An input step for inputting search condition information of electronic form data, search condition information of at least one other electronic form data different from the form data, and selection item information indicating an item to be identified,
A retrieval step for retrieving the electronic form data and the other electronic form data from a storage unit for storing a plurality of electronic form data based on the retrieval condition information of the electronic form data and the retrieval condition information of the other electronic form data When,
An extraction step of extracting data of items indicated by the selection item information from the records in the electronic form data and the other form data searched by the search step;
And a creation step for creating name identification electronic form data based on the data extracted in the extraction step. An input step of inputting search condition information of electronic form data, search condition information of at least one other electronic form data different from the electronic form data, and selection item information indicating an item to be identified,
A retrieval step for retrieving the electronic form data and the other electronic form data from a storage unit for storing a plurality of electronic form data based on the retrieval condition information of the electronic form data and the retrieval condition information of the other electronic form data When,
An extraction step of extracting data of items indicated by the selection item information from the records in the electronic form data searched by the search step and the other electronic form data;
A program for causing a computer to execute a creation step of creating name identification electronic form data based on the data extracted in the extraction step.

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