JP2010266968A - Data management server, data management program and data management method for managing input data to spreadsheet - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a data management server or the like managing input data to a spreadsheet, suitable for internal control of a document prepared by the spreadsheet. <P>SOLUTION: A template of the document designated with an editable area is registered into the data management server from an administrator terminal. In an applicant terminal, the input data or the like input to a cell are transmitted to the data management server about the document prepared by developing the template to the spreadsheet. In the data management server, the input data input to the cell set in the editable area of the received input data or the like are selected, and are stored in a document management database as document information. When an applicant applies approval of the document, the document information is developed to the spreadsheet, is converted into an unrewritable file format such as PDF, and is stored in the document management database as an approval document. The approval document is read to the approval terminal, and the approval of the document is performed. <P>COPYRIGHT: (C)2011,JPO&INPIT

Description

  The present invention relates to a data management server, a data management program, and a data management method for managing input data to a spreadsheet, which are suitable for internal control of a document created by a spreadsheet.

  An invention relating to a computer system for creating a standard form or the like used in various businesses such as a company, storing a format such as a tabular form in a database, and reading out the form to create a standard form or the like (For example, refer to Patent Document 1 and Patent Document 2). In addition, an invention using a spreadsheet (sheet of spreadsheet software) for data input when creating such a form or the like is disclosed (for example, see Patent Document 3 and Patent Document 4).

  On the other hand, with the enactment of the Financial Instruments and Exchange Law, various documents created in the business of companies are subject to internal control. Among these, when using spreadsheets, there are inherent risks such as tampering and miscalculations, and errors in calculation formulas are easily overlooked, so proper management of documents created using spreadsheets is difficult. It is to be required (see, for example, Non-Patent Document 1).

  On the other hand, since it is difficult to manage a document file created with a spreadsheet with a stand-alone computer, a system for managing a spreadsheet created with a client terminal with a server has been provided in recent years. (For example, refer nonpatent literature 2).

JP-A-8-202778 JP 10-49546 A JP 2003-15920 A JP 2008-102858 A

Glossary of “Spreadsheet Control”, Wikipedia homepage, [Search May 6, 2009], Internet <http://en.wikipedia.org/wiki/Spreadsheet Control> iCOT SSLlogger operation flow, Hitachi Software Engineering Co., Ltd. homepage, [Search May 6, 2009], Internet <http://hitachisoft.jp/products/ic/solution/icotsslogger/flow/index.html>

  As disclosed in Non-Patent Document 2, the spread history control and operation log of the spreadsheet file created on the user's terminal is managed by the file server to prevent the alteration. Although the method is effective, there may be some problems in actual operation.

  For example, when it is desired to provide an area for prohibiting data input or modification in a spreadsheet in order to unify a document format, Non-Patent Document 2 states that a file creator protects a formula cell block or a book. Has been. However, in order to perform these operations, it is necessary to become familiar with spreadsheet operations, and this method may limit who can substantially create a template that defines the format of a document. On the contrary, there is a risk that other users who are familiar with spreadsheet operations release the block of the formula cell set by the creator of the file, and the alteration is performed.

  In Non-Patent Document 2, since the file itself created in the spreadsheet is subject to control, even if only a part of the data of the file is updated, the file is not exchanged with the file server. Will be sent and received. Therefore, if the file size increases, the load on the file server and communication network may be increased. If the type and version of the application used for spreadsheet operations on the terminal side differ among users, There is also a risk that problems such as inability to open will occur.

  The present invention has been made to cope with such a problem, and is a data management server, data management program, and data for managing input data to a spreadsheet, which is suitable for internal control of a document created by a spreadsheet. The purpose is to provide a management method.

  The present invention for solving such a problem is a data management server for managing data input to a spreadsheet in a client terminal, and is information for expanding a spreadsheet and outputting a document template, Template information storage means for storing template information in which predetermined cells of the spreadsheet are set in an editable area, document information storage means for storing document information for expanding a spreadsheet and outputting a document, and client The template information transmission means for transmitting the template information stored in the template information storage means to the terminal, and the data input to the spreadsheet of the document output by expanding the template information at the client terminal, The input cell is the specified input data. Input data receiving means received from the client terminal as a data, and for each input data received by the input data receiving means, the specified cell is matched with the editable area set in the template information, and the editable An input data selection unit that selects input data in which a cell set in an area is specified, and document information for outputting the document is generated from the input data selected by the input data selection unit, and the document information And a document information storage unit for storing the document information in the document information storage unit.

  When configured as in the present invention, when a document created using a spreadsheet on the client terminal is managed and controlled on the server side, data between the client terminal and the server is limited to only data necessary for editing and transmitted / received. By setting only cells for entering numerical values etc. in the editable area, and not setting cells for which you want to prevent tampering and cells that have titles etc. entered in the editable area, It becomes possible to control the update of a cell in which a title or the like is input on the server side.

  Further, according to the present invention, when the input data receiving means receives the approval request for the document together with the input data, the input data is expanded into a spreadsheet, and the expanded spreadsheet is converted into a file format that cannot be rewritten. A document file generation unit that generates the document file generated, and a document file storage unit that stores the document file generated by the document file generation unit. The document information storage unit includes: When a document file is generated, document information including a storage area of the document file in the document file storage unit may be stored.

  With this configuration, a document that has been created is saved in a file format that cannot be rewritten, such as PDF, and is subject to control, thereby making it possible to further improve safety against the possibility of tampering.

  According to the present invention, the template information stored in the template information storage means is set with a cell background color so that the cells in the editable area are output in a different color from the other cells when expanded in a spreadsheet. It can also be characterized.

  With this configuration, a user who creates a document using a template can easily discriminate between an area where a numerical value or the like can be input and an area where a fixed arithmetic expression or title is input and cannot be edited. Thus, an input operation can be performed.

  Furthermore, the present invention provides a document information transmitting means for transmitting the document information stored in the document information storing means to the client terminal, and a document spreadsheet that is output by expanding the document information at the client terminal. Second input data receiving means for receiving the received data from the client terminal as input data in which the cell in which each data is input is designated, and each input data received by the second input data receiving means A second input data selecting means for matching the designated cell with the editable area set in the template information and selecting the input data in which the cell set in the editable area is designated; and the input Second document information for outputting the document is generated from the input data selected by the data selection means, and the document information rating is generated. And document information updating means for updating the document information stored in unit to the second document information, may be characterized in that it comprises.

  With this configuration, it is possible to read and edit a document that has been saved once, and when saving the edited document, only the data in the editable area is updated, so that the arithmetic expression, title, etc. It is possible to prevent the input cell from being falsified.

  Further, according to the present invention, the document information storage unit stores the document information including the editable area set in the template information, and transmits the document information stored in the document information storage unit to the client terminal. Data input to a spreadsheet of a document output by expanding the document information in the client terminal and the client terminal is received from the client terminal as input data in which a cell in which each data is input is designated. For each input data received by the second input data receiving means and the second input data receiving means, the designated cell is matched with the editable area included in the document information and set in the editable area. A second input data selection means for selecting input data in which the designated cell is designated, and the input data selection means selects the input data. Document information updating means for generating second document information for outputting the document from the input data and updating the document information stored in the document information storage means to the second document information. This may be a feature.

  Even with this configuration, it is possible to read and edit a document that has been saved once, and when saving the edited document, only the data in the editable area is updated, so that the arithmetic expression and title can be updated. Although it is the same as in the previous case that the cell to which the input is etc. is prevented from being falsified, the editable area may be set in the document information of the document to be created.

  The present invention can also be specified as a data management program that operates on the data management server according to the present invention.

  A data management program according to the present invention is a data management program for managing data input to a spreadsheet in a client terminal, and is information for expanding a spreadsheet and outputting a document template. Data management provided with template information storage means for storing template information in which predetermined cells of a sheet are set in an editable area, and document information storage means for storing document information for expanding a spreadsheet and outputting the document Template information transmission step for transmitting the template information stored in the template information storage means to the client terminal to the server, and the data input to the spreadsheet of the document expanded and output the template information in the client terminal, Each day An input data receiving step for receiving a cell in which the input is received from the client terminal as specified input data, and for each input data received in the input data receiving step, the specified cell is set in the template information In order to output the document from the input data selection step for selecting input data in which the cells set in the editable region are specified in a match with the editable region, and the input data selected in the input data selection step A document information storage step of generating the document information and storing the document information in the document information storage means.

  Further, the data management program according to the present invention expands the input data into a spreadsheet when the data management server receives the approval request for the document together with the input data in the input data receiving step. A document file generation step for generating a document file converted into a file format that cannot be rewritten from a spreadsheet, and the document file generated in the document file generation step is stored in a document file storage means for storing the document file A document file storage step, and in the document information storage step, when the document file is generated in the document file generation step, the document information including a storage area of the document file in the document file storage means is stored. Can also be characterized.

  Further, the data management program according to the present invention provides the template information stored in the template information storage means so that the cells in the editable area are output in a different color from other cells when expanded in a spreadsheet. A color is set, and in the template information transmission step, template information in which a background color of the cell is set is transmitted to the client terminal.

  The data management program according to the present invention further includes a document information transmission step of transmitting the document information stored in the document information storage means to the client terminal to the data management server, and expanding the document information at the client terminal. A second input data receiving step for receiving, from the client terminal, data input to a spreadsheet of the output document as input data in which a cell in which each data is input is designated; and the second input For each input data received in the data receiving step, the designated cell is matched with the editable area set in the template information, and the input data specifying the cell set in the editable area is selected. Second input data selection step and the input selected in the input data selection step Generating a second document information for outputting the document from the data, and executing a document information updating step for updating the document information stored in the document information storage means to the second document information. This may be a feature.

  Further, in the data management program according to the present invention, in the document information storage step, document information including an editable area set in the template information is stored, and the document information storage means is stored in the data management server and the client terminal. A document information transmission step for transmitting the document information stored in the document, and data input to the spreadsheet of the document output by expanding the document information in the client terminal, designated by the cell into which each data is input A second input data receiving step received from the client terminal as processed input data, and an edit in which a designated cell is set in the document information for each input data received in the second input data receiving step The cell that is set in the editable area A second input data selection step for selecting data, and second document information for outputting the document from the input data selected in the input data selection step, and the second document information stored in the document information storage means A document information update step of updating document information to the second document information may be executed.

  The present invention can also be specified as a data management method executed by the data management server according to the present invention or the data management program according to the present invention.

  According to the present invention, when managing data of a document created with a spreadsheet, the server side controls the update of a cell in which an arithmetic expression or a title that is desired to be prevented from being tampered with. It becomes possible to increase the sex. In addition, since the amount of data can be reduced between the client terminal and the server by selecting and sending and receiving data necessary for creating and editing documents, rather than spreadsheet files, It is particularly suitable for internal control of created documents.

It is a figure which shows the outline | summary of embodiment of the data management server concerning this invention. It is a block diagram which shows the structure of the data management server concerning this invention. It is a 1st figure which shows the example of the screen which produces an estimate using the data management server concerning this invention. It is a 2nd figure which shows the example of the screen which produces an estimate using the data management server concerning this invention. It is a figure which shows the procedure in which the administrator preserve | saves a template in the data management server concerning this invention. In the data management server concerning this invention, it is a 1st figure which shows the procedure which an applicant produces and preserve | saves a document. In the data management server concerning this invention, it is the 2nd figure which shows the procedure in which an applicant produces and preserve | saves a document. FIG. 10 is a third diagram illustrating a procedure for an applicant to create and save a document in the data management server according to the present invention. FIG. 10 is a fourth diagram showing a procedure in which an applicant creates and saves a document in the data management server according to the present invention. FIG. 10 is a fifth diagram showing a procedure for an applicant to create and register a document in the data management server according to the present invention. In the data management server concerning this invention, it is a 1st figure which shows the procedure in which an approver reads and approves a document. In the data management server concerning this invention, it is a 2nd figure which shows the procedure in which an approver reads and approves a document. It is a flowchart which shows the flow which an applicant reads a template in the data management server concerning this invention. It is a flowchart which shows the flow which an applicant reads document information in the data management server concerning this invention. It is a flowchart which shows the flow in which the approver produces a document and applies for approval in the data management server concerning this invention. It is a flowchart which shows the flow in which the approver reads and approves a document in the data management server concerning this invention.

  Embodiments for carrying out the present invention will be described below in detail with reference to the drawings. In the following description, an example of managing the creation of a quotation according to the present invention will be described. However, this description shows an example of an embodiment of the present invention, and the present invention is applied to the embodiment described below. It is not limited.

  FIG. 1 shows an overview of a system configuration when the data management server according to the present invention is used for data management of a document created by a spreadsheet as an outline of the embodiment of the present invention. In the present invention, the client terminal used by the administrator who creates and manages the document template, the applicant who creates the document and applies for approval, and the approver who approves the document created by the applicant is the Internet, etc. Connected to the data management server via the network.

  The applicant creates a document to be managed by the present invention using a spreadsheet. In order to unify the format of the document, the administrator creates a template and stores it in the data management server. The applicant reads out this template, creates a document, stores it in the data management server, and the approver reads out the document created by the applicant from the data management server and approves it. When the applicant applies for the approval of the document, the approval document converted into a non-rewritable file format such as PDF is saved. This approval document is read out to the approver terminal, and the document is approved. As a result, the format of the document is unified, and the created document is managed by the data management server, and a predetermined document is controlled.

  The template created by the administrator and the document created by the applicant are both created by inputting data into a spreadsheet, but are not stored in the file format created by the spreadsheet in the data management server. These pieces of information are managed in the document management database as data related to attributes such as font and background color and data input in cell units. These data that are not in a file format are transmitted to and received from the administrator terminal, the applicant terminal, and the approver terminal, and are expanded into a spreadsheet in each terminal.

  In the administrator terminal, the applicant terminal, and the approver terminal, in order to expand the data received from the data management server into a spreadsheet, it is necessary to operate a spreadsheet program that can edit the spreadsheet. To do so, it is possible to install a spreadsheet application program on each terminal in advance, but in order to unify the type and version of the program so that the spreadsheet can be reproduced reliably, the spreadsheet must be installed on each terminal. It is preferable to download a component for a browser that can expand the URL and use it for editing a spreadsheet.

  In this case, the administrator terminal, the applicant terminal, and the approver terminal start a Web browser, edit the spreadsheet, and communicate with the Web application of the data management server to transmit / receive necessary data. .

  The block diagram of FIG. 2 shows an example of the configuration of the data management server according to the present invention. The data management server according to the present invention includes a data management server 10 and a document management database 20. The data management server 10 includes a template information storage unit 11, a template information transmission unit 12, a document information storage unit 13, a document information transmission unit 14, and an approval processing unit 15. The document management database 20 includes a template information storage unit 21, a document information storage unit 22, and an approved document storage unit 23.

  The data management server 10 includes a CPU, a main memory, and an HDD. When an application program stored in the HDD is operated to realize a predetermined function, the application program is read into the main memory. The arithmetic processing is executed by the CPU.

  The template information storage unit 11, the template information transmission unit 12, the document information storage unit 13, the document information transmission unit 14, and the approval processing unit 15 are all functionally specified, and applications corresponding to these functions Each function is realized by reading the program from the HDD into the main memory and executing arithmetic processing by the CPU.

  On the other hand, the template information storage unit 21, the document information storage unit 22, and the approved document storage unit 23 are each assigned a predetermined storage area of the HDD of the computer, but the computer used for the data management server 10 and the document management database 20. The physical configuration is not particularly limited, and the template information storage unit 21, the document information storage unit 22, and the approved document storage unit 23 may be assigned to the HDD of the same computer as the data management server 10. Alternatively, it may be provided in a computer constituting a database server different from the data management server 10.

  The template information storage unit 11 receives text data input to each cell as information necessary for setting a template of a document created using a spreadsheet from an administrator terminal 30 such as a PC that starts the Web browser 31. It receives attribute information such as arithmetic expression, cell size and background color, and information specifying an editable area where the applicant can input and edit data. From these pieces of information, template information in which a predetermined cell of the spreadsheet is set as an editable area, which becomes information for outputting the template of the document by expanding it into a spreadsheet, is generated in XML, and is generated by the document management database 20 Are stored in the template information storage unit 21.

  The template information transmission unit 12 receives a request from the template information storage unit 21 of the document management database 20 in response to a request from the administrator terminal 30 that edits the template or the applicant terminal 40 such as a PC that creates a document using the template. The template information is read out and transmitted to the administrator terminal 30 or the applicant terminal 40. When a template is edited and saved by the administrator terminal 30, the cell information changed by the template information saving unit 11 is received, and the template information saved in the template information storage unit 21 is updated.

  Here, when the template information is transmitted from the template information transmitting unit 12 to the applicant terminal 40, the cell attributes and input data specified in the template information are expanded in a spreadsheet, and an example of the estimate in FIG. Is output as follows. Here, the editable area where the applicant can input data is set to the background color of the cell so that it is output in a different color from the other cells. The cells that can be entered become clear.

  In the applicant terminal 40, when the destination, the product name, the quantity, etc. are entered in the colored editable area as in the example of FIG. 4, the total amount etc. is automatically displayed according to the arithmetic expression preset in the cell. . Although it is possible to overwrite the data in the cells other than the editable area at the applicant terminal 40, the data is not saved as document information by the operation of the document information saving unit 13 described later. Has a configuration that cannot be rewritten.

  The document information storage unit 13 receives, for each cell, a document created by using the spreadsheet by expanding the template information in the applicant terminal 40 from the applicant terminal 40 such as a PC that has started the Web browser 41. Receive information such as input data. In the example of the estimate in FIG. 4, input data and the like regarding the product name and quantity input from the applicant terminal 40 are received.

  Of the received input data, the original template is input to a cell in the editable area with reference to the editable area set in the template information stored in the template information storage unit 21 of the document management database 20. Document information in the document management database 20 is generated by selecting only input data, generating document information in XML together with other document attribute information (code for specifying original template information, cell size, background color, etc.). Save in the storage unit 22. That is, in the example of the estimate in FIG. 4, even if input data in which the calculation formula of the total amount or the issuer name of the estimate is rewritten is transmitted, the document information storage unit 22 stores data as data other than the editable area. Since the data is not saved, cells other than the editable area cannot rewrite the data set in the template.

  Here, when a request for approval of a document is received from the applicant terminal 40 together with input data, the document information is expanded into a spreadsheet together with the storage of the document information, and the expanded spreadsheet is converted into a PDF. The file is converted into a document file of a file format that cannot be rewritten, and is stored in the approved document storage unit 23 of the document management database 20 as an approved document. In the document information to be saved at this time, the document approval has been applied, and the storage area of the document file for reading the approved document is written together with the input data and the like. When the request for approval application is not received, the document information is saved in the status of being created (before approval request).

  In response to a request from the applicant terminal 40 that edits the saved document (before approval application), the document transmission unit 14 is generating (before approval application) from the document information storage unit 22 of the document management database 20. The document information of the document is read and transmitted to the applicant terminal 40. When this document information is expanded into a spreadsheet on the applicant terminal 40 and edited, the input data after editing is re-saved by the same processing as described above, and when an approval application is received. The approval document is saved.

  The approval processing unit 15 reads the document file of the approval document from the approval document storage unit 23 of the document management database 20 in response to a request from the approver terminal 50 such as a PC that approves the document created by the applicant, and approves it. To the user terminal 50. When an approval operation is performed at the approver terminal 50 that has activated the Web browser 51 and the approval information is received, the approval is written in the corresponding document information in the document information storage unit 22 of the document management database 20.

  Subsequently, using the flowcharts of FIGS. 5 to 12 and FIGS. 13 to 16, the administrator stores the template information by the data management server according to the present invention, and the applicant uses the template information to store the document. A procedure for creating, storing document information, and approving an approval document generated from the document information will be described.

  FIG. 5 shows a procedure for the administrator to register a template. The administrator creates a document template using a spreadsheet on the administrator terminal 30, but the area where the applicant inputs the document address, numerical value, etc. is defined as an editable area that can be edited by the applicant. Is specified. When the creation of the template is completed, the data input to each cell in which the cell address is specified, and the data related to the cell attributes such as the size and background color are not sent to the data management server 10 instead of the completed spreadsheet file format. Sent.

  As for the process of extracting and transmitting cell input data and cell attribute data from the completed spreadsheet, a program for executing the process may be installed in the administrator terminal 30 in advance. A script for executing such processing is transmitted to the administrator terminal 30 that accesses the data management server 10 from the administrator terminal 30 using the Web browser 31 and reads a Web page for creating a template from the data management server 10. If configured, it is not necessary to install a dedicated program in the administrator terminal 30.

  In this case, the program for operating the spreadsheet on the administrator terminal 30 can be developed on the Web browser 31 instead of installing a spreadsheet application program in the administrator terminal 30 in advance. Download the possible browser components.

  In the data management server 10 that has received data relating to cell attributes such as size and background color, data input to each cell in which the cell address is specified, the template information storage unit 11 is activated, and these data are converted into XML. Template information necessary for developing a document template into a spreadsheet is generated and stored in the template information storage unit 21 of the document management database 20. The template information stored here includes a template code for identifying the template, and also includes data for specifying a cell in the editable area set by the administrator.

  FIG. 6 shows a procedure for the applicant to read out a template for creating a document, and the flowchart of FIG. 13 shows the processing flow of the template information transmission unit 12 of the data management server 10 corresponding to this.

  When an applicant who wants to create a document using a template transmits a document creation request from the applicant terminal 40 to the data management server 10, the data management server 10 that has received the request (S01) activates the template information transmission unit 12. Then, a list of templates that can be used by the applicant in which the template code for identifying the template is embedded is transmitted (S02). When a template of a document to be created is selected from the list at the applicant terminal 40, a template code is transmitted and received by the data management server 10 (S03).

  The data management server 10 reads the template information of the template specified from the template code from the template information storage unit 21 of the document management database 20 (S04) and transmits it to the applicant terminal 40 (S05). Since the template information includes data input to the spreadsheet cells and cell attributes, the applicant terminal 40 that receives the data expands the template information into a spreadsheet and outputs a document template. be able to. At this time, the cells set as the editable area in the template information are displayed in a background color different from the other parts as shown in the example of the estimate in FIG.

  Here, with regard to the process of expanding the template information into a spreadsheet, a program for executing such a process may be installed in the applicant terminal 40 in advance, but the application terminal 40 uses the web browser 41 to the data management server 10. If a script for executing such processing is transmitted to the applicant terminal 40 that has accessed and read out a Web page for document creation from the data management server 10, a program dedicated to the applicant terminal 40 is provided. There is no need to install it.

  In addition, a program for operating a spreadsheet on the applicant terminal 40 is a browser capable of developing a spreadsheet on the Web browser 41 instead of installing a spreadsheet application program in the applicant terminal 40 in advance. You can download the component for the purpose.

  FIG. 7 shows a procedure for saving the document being created by the applicant, and the flowchart of FIG. 15 shows the processing flow of the document information storage unit 13 of the data management server 10 corresponding to this.

  The applicant who has read out the template to the applicant terminal 40, as shown in the example of the estimate in FIG. Enter the required data as shown in. When you save the document created by the applicant, the data entered in each cell with the specified cell address and the template code that identifies the template used are not the data in the created spreadsheet file. It is transmitted to the management server 10.

  Regarding the process of extracting and transmitting input data to the cell from the created spreadsheet, a program for executing such a process may be installed in the applicant terminal 40 in advance, but the applicant terminal 40 The web browser 41 accesses the data management server 10 and transmits a script for executing such processing to the applicant terminal 40 that has read the web page for document creation from the data management server 10. There is no need to install a dedicated program on the applicant terminal 40.

  When data input to the cell is received by the data management server 10 (S21), the document information storage unit 13 is activated to update the document in which the received data is stored, or newly created from the template Is determined based on the presence / absence of a document code specifying the document information (S22). If the document code is newly created from the template, a document code for identifying the document to be stored is determined. Assign (S23).

  Whether the received data is related to the document for which approval is requested or whether the document being created is saved is determined based on the presence / absence of approval information attached by the approval application operation at the applicant terminal 40. (S24) In the case of an approval application to which approval information is attached, processing (S27 to S31) for an approval application described later is executed.

  In the case of a request to save the document being created without approval information, the template information in the template information storage unit 21 of the document management database 20 is identified from the received template code, and editable set in the template information. Read information about the region. In the input data to the received cell, the address of each cell is designated, and it collides with the editable area set in the template information (S25).

  When input data is received that specifies a cell address that is not set as an editable area, the data such as the document title, item name, formula, blank page, etc. cannot be updated. Since the input has been performed, the input data is not reflected in the stored document information. In the document information storage unit 22 of the document management database 20, the input data to the cell set in the editable area is selected, converted into XML, and saved as document information being created (before approval application) (S26).

  The document information to be saved includes, in addition to the data input to the editable area, a document code for identifying the document, an ID for identifying the document creator, cell data and cell attributes included in the template information that are not editable areas The data may be stored together, but the data is not stored in a spreadsheet file format, but in a document code unit record. Further, the information related to the editable area set in the template information may be included in the document information and stored. If the document information includes information related to the editable area, it is possible to read the document information described later and save the created document without editing the template information of the template used first. An area can be specified.

  FIG. 8 shows a procedure for reading out document information stored in order to update a document being created by the applicant. The flowchart of FIG. 14 shows the processing of the document information transmission unit 14 of the data management server 10 corresponding thereto. The flow is shown.

  When an applicant who wants to update a document being created stored in the data management server 10 transmits a request for updating a document with the applicant's ID from the applicant terminal 40 to the data management server 10, the data management server that has received the request. 10 (S11), the document information transmitting unit 14 is activated, and the document information storage unit 22 of the document management database 20 is searched for document information being created in which the applicant's ID is designated by the creator (S12). If the corresponding document information does not hit, error processing is performed as not applicable.

  When the corresponding document information is hit, it is transmitted to the applicant terminal 40 as a document list that is being created (before application for approval) in which an applicant has embedded a document code for identifying the document information (S13). When the applicant terminal 40 selects a document to be updated from the list, the document code of the selected document is transmitted and received by the data management server 10 (S14).

  The data management server 10 reads out the document information specified from the document code from the document information storage unit 22 of the document management database 20 (S15) and transmits it to the applicant terminal 40 (S16). In the document information, the data input to the cells of the spreadsheet and the attributes of the cells are specified, so that the applicant terminal 40 receiving this outputs the document being created by expanding the document information into a spreadsheet. can do. At this time, the cell set as the editable area in the document information is displayed in a different background color from the other parts, as in the case of outputting the template, but it is related to the cell set in the editable area. The information may be read out from the template information that is the source of the document information and transmitted.

  Here, with regard to the process of expanding the document information into a spreadsheet, a program for executing the process may be installed in the applicant terminal 40 in advance, but from the applicant terminal 40 to the data management server 10 using the web browser 41. If it is configured such that a script for executing such processing is transmitted to the applicant terminal 40 that has accessed and read the Web page for document update from the data management server 10, a dedicated program is applied to the applicant terminal 40. There is no need to install it.

  In addition, a program for operating a spreadsheet on the applicant terminal 40 is a browser capable of developing a spreadsheet on the Web browser 41 instead of installing a spreadsheet application program in the applicant terminal 40 in advance. You can download the component for the purpose.

  FIG. 9 shows a procedure for applying for approval of a document created by the applicant, and the flowchart of FIG. 15 shows the processing flow of the document information storage unit 13 of the data management server 10 corresponding thereto.

  The applicant who has read the template or the document being created in the applicant terminal 40 inputs necessary data in the editable area divided by the background color. When the applicant performs an operation to apply for approval of the document created, the template code that identifies the data entered in each cell specified cell address and the template used, instead of the created spreadsheet file, or A document code for identifying the document information is transmitted to the data management server 10 together with information indicating that it is an application for approval and information regarding an approver designated by the applicant.

  Regarding the process of extracting and transmitting input data to the cell from the created spreadsheet, a program for executing such a process may be installed in the applicant terminal 40 in advance, but the applicant terminal 40 The web browser 41 accesses the data management server 10 to transmit a script for executing such processing to the applicant terminal 40 that has read the web page for document creation or document editing from the data management server 10. If configured, it is not necessary to install a dedicated program in the applicant terminal 40.

  When data input to the cell is received by the data management server 10 (S21), the document information storage unit 13 is activated to update the document in which the received data is stored, or newly created from the template Is determined based on the presence / absence of a document code specifying the document information (S22). If the document code is newly created from the template, a document code for identifying the document to be stored is determined. Assign (S23).

  Whether the received data is related to the document for which approval is requested or whether the document being created is saved is determined based on the presence / absence of approval information attached by the approval application operation at the applicant terminal 40. (S24) Here, since it is an approval application to which approval information is attached, processing for an approval application described below is executed.

  First, the following processing is performed in order to save the confirmed document information to be approved. The document information of the document information storage unit 22 of the document management database 20 is specified from the received document code, the template information specified in the document information is specified, and the template information of the template information storage unit 21 of the document management database 20 is specified. Reads information related to the editable area set in. As described above, when an editable area is specified in the document information, information regarding the editable area may be read. The input data to the received cell specifies the address of each cell, and collides with the editable area set in the template information or document information (S27).

  When input data is received that specifies a cell address that is not set as an editable area, the data such as the document title, item name, formula, blank page, etc. cannot be updated. Since the input has been performed, these input data are not reflected in the stored document information. In the document information storage unit 22 of the document management database 20, the input data to the cell set in the editable area is selected, and is created in XML together with an ID for identifying the approver designated by the applicant. It is saved as document information waiting for approval by the approver in the approval (S28).

  Further, the document information to be saved is expanded into a spreadsheet (S29), and the expanded spreadsheet is converted into a document file of a file format such as PDF that cannot be rewritten (S30), and used as an approval document file. The document is stored in the approved document storage unit 23 of the document management database 20 (S31). Here, by storing the storage area of the converted document file in the document information, the document information and the document file for approval can be associated with each other.

  FIG. 10 shows a modification of the procedure for applying for the approval of the document created by the applicant shown in FIG. In the configuration shown in FIG. 9, not the spreadsheet file created by the applicant, but the data input to each cell in which the cell address is designated is transmitted to the data management server 10. As such, it can be configured to send a spreadsheet file.

  Also in this embodiment, in the document information storage unit 22 of the document management database 20, not the spreadsheet file received by the data management server 10 but the input data to the cells of the spreadsheet is extracted by the data management server 10. The input data and the like are stored in the document code unit record as document information. When saving the document file for approval in this embodiment, the spreadsheet file received from the applicant terminal 40 is converted into a document file of a file format such as PDF that cannot be rewritten, and the document management database 20 It is sufficient to save it in the approved document storage unit 23.

  If the data management server 10 has a function of taking out the input data to the cell from the spreadsheet as described above, the template information is stored in the data management server 10 and the document information being created is saved. For saving, the data management server 10 may receive a spreadsheet file, and the data management server 10 may be configured to take out input data and the like from the spreadsheet into cells. Regarding the expansion of the template information into the spreadsheet and the expansion of the document information into the spreadsheet at the applicant terminal 40, the data management server 10 expands the template information into the spreadsheet instead of sending the script to the applicant terminal 40 to execute it. The file may be transmitted to the applicant terminal 40.

  11 and 12 show a procedure for an approver to read and approve a document created by the applicant, and the flowchart of FIG. 16 shows the processing flow of the approval processing unit 15 of the data management server 10 corresponding thereto. Show.

  When an approver who approves a document whose document information is stored in the data management server 10 transmits a request for reading a document with the ID of the approver from the approver terminal 50 to the data management server 10, the received data management In the server 10 (S41), the approval processing unit 15 is activated, and the document information storage unit 22 of the document management database 20 searches the document information waiting for approval in which the approver's ID is designated as the approver of the document (S42). . If the corresponding document information does not hit, a notification “No corresponding document” is transmitted (S47).

  Note that the method for identifying document information that needs to be approved by the approver is not limited to the above. For example, when the approver specifies the ID of the approver and logs in to the data management server 10, the data management server 10 automatically In addition, when the above-described search processing is performed and the document information waiting for approval is hit, a display such as “There is a document waiting for approval” is displayed on the page of the approver output to the approver terminal 50. Good.

  When the corresponding document information hits in S42, the document file for approval is specified from the storage area recorded in the document information, and the specified document file is read from the approved document storage unit 23 of the document management database 20 (S43). And transmitted to the approver terminal 50 (S44). In the approver terminal 50, the received document file is opened, and in the case of approval, a predetermined operation is performed to notify the approval information as shown in FIG.

  When the approval information is received by the data management server 10 (S45), the approved document is recorded in the corresponding document information (S46). The method for specifying the document information for recording the approved information is not particularly limited. The document file is transmitted with the document code for identifying the document information, and the document code is returned from the approver terminal 50 as the approval information. Alternatively, during the approval process in the approver terminal 50, the session is maintained with the document code temporarily stored in the document management database 20, and when the approval information is received in the same session, the temporarily stored document is stored. The document information may be specified from the code.

DESCRIPTION OF SYMBOLS 10 Data management server 11 Template information storage part 12 Template information transmission part 13 Document information storage part 14 Document information transmission part 15 Approval processing part 20 Document management database 21 Template information storage part 22 Document information storage part 23 Approval document storage part 30 Administrator Terminal 31 Web browser 40 Applicant terminal 41 Web browser 50 Approver terminal 51 Web browser

Claims (12)

A data management server for managing data input to a spreadsheet at a client terminal,
Information for expanding a spreadsheet and outputting a document template; template information storage means for storing template information in which predetermined cells of the spreadsheet are set in an editable area;
Document information storage means for storing document information for outputting the document by expanding it into a spreadsheet;
Template information transmitting means for transmitting the template information stored in the template information storing means to the client terminal;
Input data receiving means for receiving, from the client terminal, data input to a spreadsheet of a document output by expanding the template information in the client terminal as input data in which a cell in which each data is input is designated; ,
For each input data received by the input data receiving means, the specified cell is matched with the editable area set in the template information, and the input data in which the cell set in the editable area is specified Input data selection means to select;
Document information storage means for generating document information for outputting the document from the input data selected by the input data selection means, and storing the document information in the document information storage means;
A data management server comprising: When the input data receiving means receives an approval request for the document together with the input data, the input data is expanded into a spreadsheet, and a document file converted into a file format that cannot be rewritten is generated from the expanded spreadsheet. A document file generating means for
Document file storage means for storing the document file generated by the document file generation means;
With
2. The data management according to claim 1, wherein the document information storage unit stores document information including a storage area of the document file in the document file storage unit when the document file generation unit generates the document file. server. The template information stored in the template information storage means is characterized in that the background color of the cell is set so that the cells in the editable region are output in a different color from the other cells when expanded in a spreadsheet. The data management server according to claim 1 or 2. Document information transmitting means for transmitting the document information stored in the document information storing means to the client terminal;
Second input for receiving, from the client terminal, data input to a spreadsheet of a document output by expanding the document information in the client terminal as input data in which a cell in which each data is input is designated Data receiving means;
For each input data received by the second input data receiving means, a cell set in the editable area is specified by matching the specified cell with the editable area set in the template information. Second input data selection means for selecting input data;
Document that generates second document information for outputting the document from the input data selected by the input data selection means, and updates the document information stored in the document information storage means to the second document information Information updating means;
The data management server according to claim 1, further comprising: The document information storage means stores document information including an editable area set in the template information,
Document information transmitting means for transmitting the document information stored in the document information storing means to the client terminal;
Second input for receiving, from the client terminal, data input to a spreadsheet of a document output by expanding the document information in the client terminal as input data in which a cell in which each data is input is designated Data receiving means;
For each input data received by the second input data receiving means, an input in which a cell set in the editable area is specified by matching the specified cell with the editable area included in the document information. Second input data selection means for selecting data;
Document that generates second document information for outputting the document from the input data selected by the input data selection means, and updates the document information stored in the document information storage means to the second document information Information updating means;
The data management server according to claim 1, further comprising: A data management program for managing data input to a spreadsheet on a client terminal,
Information for expanding a spreadsheet to output a document template, template information storage means for storing template information in which predetermined cells of the spreadsheet are set in an editable area, and expansion into a spreadsheet A data management server having document information storage means for storing document information for outputting a document,
A template information transmission step of transmitting the template information stored in the template information storage means to the client terminal;
An input data receiving step of receiving data input to a spreadsheet of a document output by expanding the template information in the client terminal as input data in which a cell in which each data is input is designated; ,
For each input data received in the input data receiving step, the specified cell is matched with the editable area set in the template information, and the input data in which the cell set in the editable area is specified An input data selection step to select;
Generating document information for outputting the document from the input data selected in the input data selection step, and storing the document information in the document information storage unit;
A data management program characterized in that In the data management server,
In the input data receiving step, when receiving an approval request for the document together with the input data, the input data is expanded into a spreadsheet, and the document file converted from the expanded spreadsheet into a file format that cannot be rewritten A document file generation step to be generated;
A document file storage step for storing the document file generated in the document file generation step in a document file storage means for storing the document file;
And execute
7. The data management according to claim 6, wherein in the document information storing step, when a document file is generated in the document file generating step, document information including a storage area of the document file in the document file storage unit is stored. program. In the template information stored in the template information storage means, the background color of the cell is set so that the cells in the editable region are output in a different color from the other cells when expanded on a spreadsheet.
The data management program according to claim 6 or 7, wherein in the template information transmission step, template information in which a background color of the cell is set is transmitted to the client terminal. In the data management server,
A document information transmission step of transmitting the document information stored in the document information storage means to the client terminal;
Second input for receiving, from the client terminal, data input to a spreadsheet of a document output by expanding the document information in the client terminal as input data in which a cell in which each data is input is designated A data receiving step;
For each input data received in the second input data receiving step, the cell set in the editable area is specified by matching the specified cell with the editable area set in the template information. A second input data selection step for selecting input data;
Document that generates second document information for outputting the document from the input data selected in the input data selection step, and updates the document information stored in the document information storage means to the second document information An information update step;
The data management program according to claim 6, wherein the data management program is executed. In the document information storage step, document information including an editable area set in the template information is stored,
In the data management server,
A document information transmission step of transmitting the document information stored in the document information storage means to the client terminal;
Second input for receiving, from the client terminal, data input to a spreadsheet of a document output by expanding the document information in the client terminal as input data in which a cell in which each data is input is designated A data receiving step;
For each input data received in the second input data receiving step, the cell set in the editable area is specified by matching the specified cell with the editable area set in the document information. A second input data selection step for selecting input data;
Document that generates second document information for outputting the document from the input data selected in the input data selection step, and updates the document information stored in the document information storage means to the second document information An information update step;
The data management program according to claim 6, wherein the data management program is executed. A data management method for managing data input to a spreadsheet on a client terminal,
Information for expanding a spreadsheet to output a document template, template information storage means for storing template information in which predetermined cells of the spreadsheet are set in an editable area, and expansion into a spreadsheet A data management server comprising document information storage means for storing document information for outputting the document, a template information transmission step for transmitting the template information stored in the template information storage means to the client terminal;
The data management server receives, from the client terminal, data input to a spreadsheet of a document output by expanding and outputting the template information at the client terminal as input data in which a cell in which each data is input is designated An input data receiving step,
The data management server matches the editable area set in the template information for each input data received in the input data receiving step, and the cell set in the editable area is specified. An input data selection step for selecting the input data being processed,
A document information storage step in which the data management server generates document information for outputting the document from the input data selected in the input data selection step, and stores the document information in the document information storage means;
A data management method characterized by comprising: When the data management server receives an approval request for the document together with the input data in the input data receiving step, the input data is expanded into a spreadsheet, and the rewritten spreadsheet cannot be rewritten into a file format. A document file generation step for generating a converted document file;
A document file storage step in which the data management server stores the document file generated in the document file generation step in a document file storage means for storing the document file;
Have
The said data management server preserve | saves the document information including the storage area of the said document file in the said document file storage means in the said document information preservation | save step, if a document file is produced | generated by the said document file production | generation step. Item 12. The data management method according to Item 11.