JP2012118618A - Electronic document preparation device, electronic document preparation method, program, and recording medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a technology for suitably preparing a document required for creation and maintenance of a fund.SOLUTION: An electronic document preparation device 1 prepares a second electronic document divided into articles from a first electronic document that is divided into articles. The electronic document preparation device 1 has an extraction part 302 that extracts a specific article from the first electronic document; and an insertion part 303 that inserts the specific article extracted by the extraction means into a specific part of the second electronic document.

Description

  The present invention relates to an electronic document creation apparatus that creates a plurality of types of documents and an electronic document creation method. The present invention also relates to a program for operating such an electronic document creation apparatus and a recording medium on which such a program is recorded.

  In recent years, there are always about 2700-3000 funds. Each year, about 300 to 400 funds are newly set as newly set funds, and at the same time, about 300 to 400 funds are redeemed. The newly established fund will be a continuous disclosure fund from the next fiscal year.

  When setting up a newly established fund, an investment trust company (investment trust company) needs to prepare various documents such as securities registration statements and delivery / billing prospectuses. In addition, for continuous disclosure funds, investment trust companies need to prepare securities reports, semi-annual reports, etc. from time to time.

JP 2002-222385 A (released on August 9, 2002)

  The documents required to set up and maintain these funds are generally based on the personal abilities (knowledge, experience, etc.) of skilled personnel. For this reason, a person in charge of a large number of funds takes a great burden, and a technique for reducing this burden is required.

  Patent Document 1 discloses a creation system for creating each financial statement disclosure document using a computer system. In the creation system described in Patent Document 1, a numerical data group for creating each financial statement disclosure document is made available by dividing it into common data and unique data.

  However, the creation system described in Patent Document 1 is a system for creating each financial statement disclosure document. Therefore, it is more desirable to have a technique that can more suitably reduce the labor required to create the documents necessary for setting and maintaining a fund.

  The present invention has been made in view of the above problems, and a main object of the present invention is to provide a technique for suitably creating a document necessary for setting and maintaining a fund.

  An electronic document creation apparatus according to the present invention is an electronic document creation apparatus that creates a second electronic document that is itemized from a first electronic document that is itemized in order to solve the above problem. Extracting means for extracting a specific item from one electronic document, and insertion means for inserting the specific item extracted by the extracting means into a specific location of the second electronic document. It is said.

  Documents necessary for setting up and maintaining a fund (for example, securities registration statement, securities report, semiannual report, billing prospectus, etc.) may be partially in common. According to said structure, the specific item which is common in the specific location of the said 2nd electronic document can be extracted from the said 1st electronic document, and can be inserted in the said specific location. That is, when one document (first electronic document) is completed among the documents necessary for setting up and maintaining the fund, the common part is inserted into the other document (second electronic document). Can do.

  As a result, the created specific item is inserted into the specific location, so that it is possible to save the trouble of newly creating a specific location of the other document (second electronic document). In addition, since it is not necessary to check whether the description of the specific item of the first electronic document and the specific part of the second electronic document are the same, the labor required for the check is saved. Can do. Therefore, when creating a plurality of types of electronic documents necessary for setting and maintaining a fund, it is possible to improve electronic document creation efficiency.

  In the electronic document creation apparatus according to the present invention, the specific item includes an item number, and the inserting unit assigns the item number corresponding to the position of the specific item in the first electronic document to the second item. It is preferable to replace the item number according to the position of the specific part in the electronic document.

  According to said structure, when the item of the specific position of the said specific item is inserted in the specific position of the said specific location, the said item number remains the item number which does not correspond with the position of the said specific location. It can be prevented from being inserted. That is, an item in a range smaller than the specific item can be inserted at a specific position in the specific location. Thereby, it is possible to create a document having no formal defect.

  In the electronic document creation apparatus according to the present invention, the extraction unit determines which item to be extracted as the specific item among the items included in the first electronic document with reference to an external file. Is preferable.

  According to said structure, which item is extracted as said specific item among the items contained in said 1st electronic document, and said location is included in any location among the locations contained in said 2nd electronic document The relationship of whether to insert a specific item can be separated into an external file. Thus, it is easy to change which item is extracted as the specific item from the first electronic document and inserted into the second electronic document simply by changing the external file. Can do.

  In the electronic document creation device according to the present invention, the specific item includes style information, and the extraction unit extracts only specific style information from the style information set for the specific item, It is preferable that the insertion unit replaces only the specific style information among the style information set for the specific part with the one extracted by the extraction unit.

  According to the above configuration, the insertion unit replaces only the specific style information set for the specific part with the specific style information extracted from the specific item by the extraction unit. Thus, the specific item can be inserted into the specific location. Thereby, style information prepared in advance for the second electronic document can be used for style information other than the specific style information set for the specific item.

  There may be differences in the type and interpretation of style information between electronic documents (eg, securities registration, securities report, semiannual report, billing prospectus, etc.) required to set up and maintain the fund. For this reason, when the items of the first electronic document are inserted into the second electronic document together with all the style information, the second electronic document may be displayed in a style not desired by the user.

  According to the above configuration, only specific style information is reflected in the insertion processing from the first electronic document to the second electronic document, so that it is prevented from being displayed in a style not desired by the user. Can improve the design of electronic documents.

  In the electronic document creation apparatus according to the present invention, the specific item is text, and the extraction unit extracts style information indicating presence / absence of an underline set for the text, and for the text It is preferable not to extract style information indicating the underline type set in the above.

  According to the above configuration, when the underlined text is inserted into the specific portion, the style information regarding the type of underline set for the text in the first electronic document is not reflected, The underline type can be replaced with the underline type preset for the specific location of the second electronic document, and the text can be inserted at the specific location. Thereby, the type of the underline in the second electronic document can be set as desired by the user, and the design of the second electronic document can be improved.

  In the electronic document creation apparatus according to the present invention, the specific item is a table, and the extraction unit extracts style information indicating the number of rows and the number of columns set for the table, and the table It is preferable not to extract style information indicating the line type of the frame line set for.

  According to said structure, when inserting the said table in the said specific location, it does not reflect the style information regarding the line type of the frame of the table set with respect to the said specific item in the 1st electronic document By replacing the line type of the frame line of the table with the line type of the frame line of the table set for the specific part in the second electronic document, the table is inserted into the specific part. Can do. As a result, the line type of the table border in the second electronic document can be set as desired by the user, and the design of the second electronic document can be improved.

  In the electronic document creation apparatus according to the present invention, the first electronic document is an electronic document representing a securities registration statement, and the second electronic document is a securities report, a semi-annual report, and a billing prospectus. Preferably, the electronic document represents at least one of the documents.

  According to the above configuration, it is possible to improve the efficiency of creating electronic documents such as securities reports, semi-annual reports, and billing prospectuses necessary for setting and maintaining funds.

  In the electronic document creation device according to the present invention, the first electronic document is an electronic document consisting of a securities registration form, or a character string extracted from the securities registration form and a character string unique to the delivery prospectus, The second electronic document is preferably an electronic document representing a delivery prospectus.

  According to said structure, the delivery prospectus excellent in the design can be created, and the creation efficiency can be improved.

  An electronic document creation method of an electronic document creation apparatus according to the present invention is an electronic document creation method for creating a second electronic document that is itemized from a first electronic document that is itemized. An extraction step for extracting a specific item from the document; and an insertion step for inserting the specific item extracted in the extraction step into a specific portion of the second electronic document. .

  According to said structure, there exists an effect similar to the electronic document production apparatus mentioned above.

  A program for causing a computer to operate as an electronic document creation apparatus according to the present invention, which causes the computer to function as each means of the electronic document creation apparatus, and recording these programs Such computer-readable recording media are also included in the scope of the present invention.

  An electronic document creation apparatus according to the present invention is an electronic document creation apparatus that creates a second electronic document that is itemized from a first electronic document that is itemized in order to solve the above problem. Extracting means for extracting a specific item from one electronic document, and insertion means for inserting the specific item extracted by the extracting means into a specific location of the second electronic document. It is said.

  As a result, the created specific item is inserted into the specific location, so that it is possible to save the trouble of newly creating the specific location of the second electronic document. In addition, since it is not necessary to check whether the description of the specific item of the first electronic document and the specific part of the second electronic document are the same, the labor required for the check is saved. Can do.

  Thereby, when creating a plurality of types of electronic documents necessary for setting and maintaining a fund, the efficiency of electronic document creation can be improved.

It is a block diagram which shows the structure of the control part with which the electronic document production apparatus shown in FIG. 2 is provided, and a memory | storage part. It is a block diagram which shows the structure of the electronic document production apparatus which concerns on one Embodiment of this invention. It is a figure which shows an example of the data structure of the electronic document divided into items in the electronic document production apparatus shown in FIG. It is a sequence diagram which shows the flow of preparation of the 2nd electronic document in the electronic document preparation apparatus shown in FIG. It is a figure which shows a part of tree view of the item of the securities report which the electronic document preparation apparatus shown in FIG. 2 produces. It is a figure which shows a part of tree view of the item of the securities registration form which the electronic document preparation apparatus shown in FIG. 2 produces. It is a figure which shows an example of the data structure of the joint definition information stored in the memory | storage part of the electronic document production apparatus shown in FIG. 2, (a) shows the whole data structure of joint definition information, (b) The details of one piece of combined information are shown. 3 is a flowchart showing a flow of common item extraction / insertion processing in the electronic document creation apparatus shown in FIG. 2. FIG. 3 is a diagram schematically showing common item extraction / insertion processing in the electronic document creation apparatus shown in FIG. 2, where (a) shows an example of a securities registration form reflecting input data, and (b) shows securities. The report format is shown, (c) shows a securities report on which the common item extraction / insertion processing is executed, and (d) shows a securities report reflecting the input data after the common item extraction / insertion processing is executed. . It is a figure which shows an example of the data structure of the joint definition information in the electronic document production apparatus which concerns on other embodiment of this invention. It is a flowchart which shows the flow of the common item extraction insertion process in the electronic document production apparatus which concerns on other embodiment of this invention. It is the figure which showed typically the common item extraction insertion process in the electronic document creation apparatus which concerns on other embodiment of this invention, (a) shows an example of the securities registration form in which input data was reflected, (B) shows a prospectus for executing the common item extraction / insertion process.

<Embodiment 1>
An electronic document creation apparatus and an electronic document creation method according to an embodiment of the present invention will be described below with reference to FIGS.

(Configuration of electronic document creation device)
The configuration of the electronic document creation apparatus according to the present embodiment will be described with reference to FIG. FIG. 2 is a block diagram showing the configuration of the electronic document creation apparatus 1 according to this embodiment.

  As shown in FIG. 2, the electronic document creation apparatus 1 according to the present embodiment includes an input device 2 and a server 3. As shown in FIG. 2, the input device 2 includes an input unit 20, a display control unit 21, a display unit 22, and a communication unit 23. The server 3 includes a control unit 30, a storage unit 31, and The communication unit 32 is provided. Details of each member will be described later.

(Configuration of control unit and storage unit)
The configuration of the control unit 30 and the storage unit 31 included in the server 3 of the electronic document creation apparatus 1 according to the present embodiment will be described with reference to FIG. FIG. It is a block diagram which shows the structure of the control part 30 and the memory | storage part 31 with which the electronic document production apparatus 1 which concerns on this embodiment is provided.

  As illustrated in FIG. 1, the storage unit 31 includes a template storage area 311, a first electronic document storage area 312, a second electronic document storage area 313, a definition information storage area 314, and a process management area 315. . Details of each member will be described later.

  As shown in FIG. 1, the control unit 30 includes a document management unit 301, an extraction unit 302, an insertion unit 303, and a process management unit 304. Details of each member will be described later.

(Outline of electronic document creation device)
The electronic document creation apparatus 1 according to the present embodiment includes an itemized second electronic document (second electronic document) from a plurality of items constituting the itemized first electronic document (first electronic document). A common item common to any one of the plurality of items constituting the common item (specific item) of the first electronic document is extracted as a common item (specific item) of the second electronic document. insert.

  In addition, the electronic document creation apparatus 1 accepts data input for items that are not common to any of the items that constitute the first electronic document among the items that constitute the second electronic document in which the common items are inserted. Create a document.

  As described above, the electronic document creation apparatus 1 inserts the created common item of the first electronic document into the common item of the second electronic document. Thus, when creating the second electronic document, the user only has to create items for the second electronic document that are not common to any item of the first electronic document, and the second electronic document is common to the first electronic document. This saves you the trouble of creating items. In addition, the electronic document creation apparatus 1 eliminates the need for checking whether the common item of the first electronic document and the common item of the second electronic document are the same, and thus saves time and effort. be able to. Therefore, when creating a plurality of types of electronic documents, the efficiency of electronic document creation can be improved.

(An example of the data structure of the electronic document divided into items)
As described above, the first and second electronic documents to be processed in the present embodiment are itemized electronic documents. In this specification, an electronic document is “categorized into items” means that the items of the electronic document and the contents of each item in the electronic document can be easily (without requiring a natural language analysis technique). Refers to the state that can be obtained, and in particular, the electronic document contains data representing the items of the electronic document and the association between the items and the contents of the items, or the data is included in the electronic document. Refers to the associated state.

  An example of the data structure of the itemized electronic document in the electronic document creation apparatus 1 according to the present embodiment will be described with reference to FIG. FIG. 3 is a diagram showing an example of the data structure of an itemized electronic document in the electronic document creation apparatus 1 according to the present embodiment. The electronic document shown in FIG. 3 includes item classification data 61 and content data 62.

  The item classification data 61 is data representing items included in the electronic document and a logical structure between the items. The item classification data 61 has, for example, a nested structure or tree structure data format such as XML, and expresses a tree structure of the electronic document.

  In the example illustrated in FIG. 3, the middle item “(1)” 602, the middle item “(2)” 608, and the middle item “(3)” 610 exist as lower nodes of the major item “1” 600. In addition, as lower nodes of the middle item “(1) 602”, there are a small item “circle 1” 604 and a small item “circle 2” 606. As subordinate nodes of the middle item “(2)” 608, there are a small item “circle 1” 604 and a small item “circle 2” 606. Among these, items that do not have lower nodes (small item “circle 1” 604, small item “circle 2” 606, middle item “(2)” 608, small item “circle 1” 612, and small item “ Circle 2 ”614) has a corresponding portion in the content data 62. In the present specification, the number of each item may be expressed including the number of its upper node. For example, the small item “circle 1” 604 may be expressed as the item “1 (1) circle 1” 604. Each item can be uniquely identified in the electronic document by using the number including the number of the upper node.

  Each item has data (headings 601, 603, 605, 607, 609, 611, 613, and 615. For example, the heading 601 corresponds to the item “1” 600). include. Note that the headline may include a character string representing the subject matter or outline of the contents of each item, as shown in FIGS.

  The content data 62 is composed of data representing the content of each item (contents 620, 621, 622, 623, and 624. For example, the content 620 represents the content of the small item “Maru 1” 604). Also referred to as each item content data). Each item content data is composed of, for example, an HTML file representing the content of each item. In the item classification data 61, an item that does not have a lower node is assigned an ID for uniquely identifying each item, and the same ID is associated with each item content data in the content data 62 (for example, The file name of the HTML file of each item content data includes the corresponding ID). Thereby, each item is associated with the corresponding content. Each item content data may also include a character string representing the subject or outline of the content of each item.

  Note that the structure shown in FIG. 3 is merely an example for explanation, and the number of hierarchies in the tree structure, the number of items (nodes), and the like are not particularly limited. When the tree structure is one layer, it may be referred to as a list structure.

  By configuring the electronic document as described above, each device (terminal device 2 and server 3) of the electronic document creation device 1 can have items included in the electronic document, a logical structure between items, contents of each item, and each The headline of the item can be easily obtained.

[Example of electronic document creation processing]
Next, an example of an electronic document creation process according to the present embodiment will be described with reference to FIGS. In the present embodiment, the electronic document created by the electronic document creation device 1 is a document related to a newly set investment fund and a continuous disclosure fund (hereinafter also referred to as investment trust document), and the first electronic document is An explanation will be given by taking as an example the case of a securities registration form and the second electronic document is a securities report.

  The securities registration form is a document that is required to be submitted to the investment trust company that establishes a newly established fund when establishing a newly established fund and every year (up to 16 months) from the time of establishment of the newly established fund. . In addition, the securities report is a document that is required to be submitted annually to the investment trust company that maintains the fund in order to disclose the contents of the settlement in accordance with the settlement period after it is set as a newly established fund.

(Preparation of securities report)
The flow of preparing the securities report will be described with reference to FIGS. FIG. 4 is a sequence diagram showing a flow of creating a securities report in the electronic document creation apparatus 1 according to the present embodiment. FIG. 5 is a diagram showing a part of the items of the securities report created by the electronic document creation device 1 according to the present embodiment in a tree view mode. FIG. 6 is a diagram showing a part of items of the securities registration form created by the electronic document creation apparatus 1 according to the present embodiment in a tree view.

  As described above, the securities registration form and the securities report to be processed in this embodiment are both electronic documents divided into items, itemized data defining the logical structure between items, and It consists of content data associated with itemized data.

  In this embodiment, the securities report and the securities registration statement include items as shown in FIGS. 5 and 6 (for example, “(1) Fund purpose and basic character” and “(2) Fund's Etc.), etc.). In addition, each item of the securities report and the securities registration statement has a tree structure as shown in FIGS.

  As shown in FIG. 4, when the input unit 20 receives an input of a securities report creation start instruction, the input unit 20 notifies the document management unit 301 of the received securities report creation start instruction via the communication unit 23. To do.

  Upon receiving an instruction to start creating a securities report, the document management unit 301 is composed of an electronic document format (item classification data and content data associated with the item classification data) that is a model of the securities report. ) From the template storage area 311. The document management unit 301 stores the format of the read securities report in the second electronic document storage area 313 and extracts the common items so that the common item extraction / insertion processing is executed for the format of the securities report. An instruction to execute the insertion process is notified to the extraction unit 302.

  Upon obtaining the execution instruction from the document management unit 301, the extraction unit 302 and the insertion unit 303 execute common item extraction / insertion processing for inserting the common item of the securities report into the common item of the format of the securities report. To do. When the common item extraction / insertion processing is completed, the insertion unit 303 notifies the document management unit 301 of the completion notification of the common item extraction / insertion processing. The common item extraction / insertion processing will be described later with different drawings.

  When the document management unit 301 obtains the end notification from the insertion unit 303, the document management unit 301 reads the format of the securities report in which the common item is inserted from the second electronic document storage area 313. The document management unit 301 supplies the format data of the read securities report to the display control unit 21 via the communication unit 32. The display control unit 21 displays the format of the supplied securities report on the display unit 22.

  The input unit 20 receives input of input data such as text data and numerical data performed for each item of the securities report displayed on the display unit 22. The input unit 20 supplies the received input data to the display control unit 21. The display control unit 21 reflects the supplied input data on the corresponding item content data, and displays a securities report including the reflected item content data on the display unit 22. Note that data input in this step may be referred to as “input data” hereinafter.

  Of the items of the securities report displayed on the display unit 22, the common items that are common to the securities registration statement are displayed with the common items inserted from the beginning by the common item extraction and insertion process. ing. Therefore, the input unit 20 only needs to accept data input for items that are not common to the items in the securities report among items in the securities report. That is, when creating a securities report, the user can generate a securities report simply by inputting data for items different from the items in the securities registration form.

  When the input data is reflected in each item content data, the display control unit 21 supplies a securities report including the reflected item content data to the document management unit 301 via the communication unit 23.

  The document management unit 301 stores content data and itemized data constituting the supplied securities report in the second electronic document storage area 313.

  In addition, when the approval deadline for each item content data of the department related to the creation of the securities report is near, the process management unit 304 notifies the display control unit 21 of an expiration date warning of the approval deadline. The display control unit 21 displays the acquired expiration date warning on the display unit 22 and notifies the user who performs the approval. In addition, what is necessary is just to manage an approval time limit, the presence or absence of approval, etc. in the process management table stored in the process storage area. The process management table is not particularly limited as long as it can manage the departments that need to be approved for each item content data, the dates that need to be approved, and the presence or absence of approval.

  The input unit 20 accepts an input of approval made in response to the expiration date warning displayed on the display unit 22. The input unit 20 supplies the accepted approval instruction to the document management unit 301 via the communication unit 23.

  When the document management unit 301 obtains an input data approval instruction for each item, the document management unit 301 reads each item content data corresponding to the item that is the target of the approval instruction from the second electronic document storage area 313 and includes it in each item content data. The reflected input data is reflected as fixed data that cannot be changed, and the reflected item content data is stored in the second electronic document storage area 313.

(Join definition information)
Next, the structure of the join definition information (external file) and the join definition information that are referred to when the common item extraction / insertion process is executed will be described with reference to FIG. FIG. 7 is a diagram illustrating an example of the data structure of the binding definition information according to the present embodiment. FIG. 7A is a diagram illustrating the entire data structure of the binding definition information, and FIG. 7B is a diagram illustrating details of one piece of binding information.

  The combination definition information defines in advance which data among the item content data of the securities registration form and which data is common among the item content data of the securities report. Thus, common items can be associated with the items in the securities registration form and the items in the delivery prospectus.

  As shown in FIG. 7A, the combined definition information defines a total number N (N is a natural number) of combined information. Note that N is the number of common items in the items in the securities registration statement and the items in the securities report. Hereinafter, among the item contents data constituting the contents data of the securities registration form, the data representing the contents of the common items is also referred to as the extraction source file, and among the item contents data constituting the contents data of the securities report. The data representing the contents of the common items is also called an insertion destination file.

  Further, as shown in FIG. 7B, the combination definition information includes extraction source file information, insertion destination file information, small item number change presence / absence information, and a small item number after the change, for each of the total number N of combined information. Information is defined. The extraction source file information defined in each combination information indicates, for example, the ID of the extraction source file, and the insertion destination file information indicates, for example, the ID of the insertion destination file.

  The small item number change presence / absence information changes the small item number (item number) which is the item number of the small item included in the input data when the input data extracted from the extraction source file is inserted into the insertion destination file. Indicates whether it is necessary. The changed small item number information includes the small item number to be changed and the insertion destination included in the input data extracted from the extraction source file only when the need to change the small item number is defined as "Yes" The small item number after the change is defined to correspond to the file, and it is not defined when the necessity of changing the small item number is defined as “none”.

  In the present embodiment, item content data corresponding to all items set as subordinate nodes of the item of “Part 2 [Fund Information]” among the items of the securities registration form shown in FIG. Is inserted into all the corresponding items that are set as subordinate nodes of the item “Part 1 [Fund Information]” of the securities report shown in FIG. Good. Of course, not all items but item contents data corresponding to some items of items that do not have subordinate nodes of securities registration statements, some of items that do not have subordinate nodes of securities reports. A securities report may be created by inserting into the corresponding item.

(Common item extraction / insertion processing)
Next, the common item extraction / insertion processing will be described with reference to FIGS. FIG. 8 is a flowchart showing a flow of common item extraction / insertion processing in the extraction unit 302 and the insertion unit 303 included in the electronic document creation apparatus 1 according to the present embodiment. FIG. 9 is a diagram schematically illustrating the common item extraction / insertion process. FIG. 9A shows an example of a securities registration form in which input data is reflected, FIG. 9B shows a format of a securities report, and FIG. 9C shows a securities for which common item extraction / insertion processing has been executed. (D) shows the securities report reflecting the input data after the common item extraction / insertion processing is executed.

  Here, in the combination definition information, the item content data corresponding to the small item a and the small item aa of the item A and the small item of the item C in the part of the securities registration form shown in FIG. Each item content data corresponding to cc is defined as an extraction source file, and among the part of the securities report shown in (b), each item content corresponding to the small item a and small item aa of item A ′ The case where data and each item content data corresponding to the small item cc of the item C ′ are defined as an insertion destination file will be described as an example.

  As illustrated in FIG. 8, when the extraction unit 302 acquires the execution instruction of the common item extraction / insertion process from the document management unit 301, the extraction unit 302 stores the securities notification form reflecting the input data from the first electronic document storage area 312. The content data is read, and the combined definition information is read from the definition information storage area 314 (step S1).

  The extraction unit 302 acquires the extraction source file information illustrated in FIG. 7B based on the total number N of combination information illustrated in FIG. 7A included in the read combination definition information. Based on the acquired total number N of extraction source file information, the extraction unit 302 identifies the extraction source file from each item content data constituting the content data of the securities registration form, and is included in the identified total number N of extraction source files. Input data to be extracted is extracted (step S2). For example, the small item a, the small item aa, and the small item cc of the item C shown in FIG. 9A are extracted.

  When the total number N of input data extracted from the extraction source file is acquired, the insertion unit 303 reads out the content data constituting the securities report from the second electronic document storage area 313 and joins the definition from the definition information storage area 314. Read information.

  Next, the insertion unit 303 refers to the small item number change presence / absence information defined in the combination information, and determines the item number of the small item included in the acquired input data as the item of the small item corresponding to the insertion destination file. It is determined whether or not it is replaced with a number (step S3).

  If the necessity of changing the small item number is “Yes” (YES in step S3), the insertion unit 303 sets the item number of the small item included in the input data extracted from the extraction source file to the changed small item. Replace with the item number of the small item defined in the number information (step S4). For example, as shown in FIG. 9A, the small item number of the small item cc of item C is replaced from “circle 2” to “circle 1”.

  When the necessity of changing the small item number is “none” (NO in step S3), the item number of the small item included in the extracted input data is defined in the changed small item number information. When the item number is replaced with the item number of the small item, the insertion unit 303 inserts the input data into the insertion destination file specified based on the insertion destination file information among the item content data constituting the securities report (step S5). ). For example, as shown in FIG. 9C, the small item a and the small item aa of the item A of the securities report are inserted into the small item a and the small item aa of the item A ′ of the securities report. Further, the small item cc of the item C of the securities registration form in which the small item number is replaced is inserted into the small item cc of the item C ′ of the securities report.

  Next, the insertion unit 303 determines whether or not the total number N of input data extracted from the extraction source file has been inserted into the insertion destination file (step S6).

  If it is determined that there is input data that has not been inserted in the insertion destination file (NO in step S6), steps S3 to S5 are executed again. That is, steps S3 to S5 are repeated until it is determined in step S6 that there is no input data that has not been inserted into the insertion destination file.

  If it is determined that all the input data has been inserted into the insertion destination file (YES in step S6), the common item extraction / insertion process is terminated.

  Upon completion of the common item extraction / insertion process, the insertion unit 303 stores each item content data into which the input data has been inserted, that is, the insertion destination file, in the second electronic document storage area 313, and notifies the end of the common item extraction / insertion process. Is notified to the document management unit 301.

  In addition, in the securities report creation processing after the common item extraction / insertion processing is completed, data input for items that are not common to the items in the securities registration statement (item B ′ in FIG. 9D) is accepted. As a result, as shown in FIG. 9D, a part of the securities report is completed.

  By referring to the combination definition information, the extraction unit 302 can easily determine which data is the first common content data among the item content data constituting the content data of the securities registration form. The unit 303 can easily determine which data is the second common content data among the item content data constituting the content data of the securities report.

  Therefore, the insertion unit 303 can easily insert the input data extracted from the extraction source file by the extraction unit 302 into the insertion destination file. Further, by referring to the combination definition information, the insertion unit 303 can easily determine whether or not to change the small item number included in the input data extracted by the extraction unit 302, and needs to be changed. In some cases, the small item number can be easily changed.

  In addition, by separating the join definition information from other files, etc., it is possible to extract any item from the securities registration form as a common item simply by changing the join definition information. You can easily change what to insert in the item.

[Modification of electronic document]
In the present embodiment, the electronic document created by the electronic document creation apparatus 1 has been described by taking as an example the case where the first electronic document is a securities registration statement and the second electronic document is a securities report. Of course, the present invention is not limited to this. For example, the second electronic document may be a semi-annual report and a billing prospectus. Further, the first electronic document may be a contract and the second electronic document may be a securities registration form.

  In addition, combination definition information of a combination of a plurality of electronic documents (for example, when the first electronic document is a securities registration form and the second electronic document is a half-year report) is stored in the definition information storage area 314. Accordingly, the common item extraction / insertion process can be executed for a combination of a plurality of electronic documents only by changing the link definition information to be referred to.

  Of course, the electronic document created by the electronic document creation apparatus 1 is not limited to investment trust documents, and can be widely applied when creating two or more electronic documents having common items.

[Modification of common item extraction / insertion processing]
In the present embodiment, the configuration in which input data is extracted from a total of N extraction source files in step S2 of the common item extraction / insertion process shown in FIG. 8 has been described as an example. However, the present invention is not limited to this.

  For example, a configuration in which input data is extracted from a total of n extraction source files may be employed. Note that n is a natural number satisfying N ≧ n, and is the number of items for which an approval instruction from the user has been accepted in the creation of the securities registration form. In other words, the common item extraction / insertion process can be executed only for items in which the input data input in the creation of the securities registration form is reflected as confirmed data by the approval instruction.

[Modification of display control unit]
In addition, the display control part 21 can also change each item content data which has not received the approval instruction among the item content data of the securities registration form in which the input data has already been reflected. The display control unit 21 acquires, from the document management unit 301 via the communication unit 23, the securities notification form including each item content data reflecting the input data read from the first electronic document storage area 312. Change the input data reflected in each item content data. The display control unit 21 supplies the format in which the changed input data is reflected to the document management unit 301 via the communication unit 23, and the document management unit 301 includes content data and item classification data that constitute the supplied format. Are stored in the first electronic document storage area 312.

[Modification of Process Management Department]
Note that the process management unit 304 does not need to notify the expiration warning of the approval deadline if the approval has been made before the approval deadline is approaching. Further, the process management unit 304 may notify an input deadline warning when the input deadline of the input data corresponding to the item of the securities registration form is near, and the completion deadline of the securities registration form is near. In such a case, a completion time limit warning may be notified.

[Modification of join definition information]
In the above, the configuration using the coupling definition information as shown in FIG. 7 has been described, but the present invention is not limited to this. For example, the information included in the binding definition information may be defined in advance in a program executed by the control unit 30. For example, in the common item extraction / insertion process, when the extraction source and the insertion destination are specified by matching the heading name, the program executed by the control unit 30 defines logic for specifying the extraction source and the insertion destination by matching the heading name. It may be. Similarly, the small item number change presence / absence information and the changed small item number information may also be defined in advance in the program. In these cases, the connection definition information may be program data expressing the logic or data provided to the program for realizing the logic.

<Embodiment 2>
An electronic document creation apparatus and an electronic document creation method according to another embodiment of the present invention will be described below with reference to FIGS. For convenience of explanation, constituent elements having the same functions as those of the constituent elements according to the first embodiment are denoted by the same reference numerals, and description thereof is omitted. In the present embodiment, differences from the first embodiment will be mainly described.

[Example of electronic document creation processing]
An example of an electronic document creation process according to the present embodiment will be described with reference to FIGS.

  In the present embodiment, the electronic document created by the electronic document creation apparatus 1 will be described by taking as an example the case where the first electronic document is a securities registration statement and the second electronic document is a delivery prospectus. . A delivery prospectus is a document that describes a fund that an investment trust company must deliver to investors. The securities registration form is usually created in HTML. On the other hand, the delivery prospectus is created with DTP data having higher expressive power than HTML. Therefore, in general, the style information and the like of the grant prospectus is set by a person in charge having specialized knowledge.

  Note that the flow of preparation of the delivery prospectus is the same as the flow of preparation of the securities report shown in FIG.

(Join definition information)
First, the structure of the link definition information and the link definition information that are referred to when executing the common item extraction / insertion process in the present embodiment will be described with reference to FIG. FIG. 10 is a diagram illustrating an example of the data structure of the binding definition information according to the present embodiment. FIG. 10A is a diagram showing the entire data structure of the binding definition information, and FIG. 10B is a diagram showing details of one piece of binding information.

  The combination definition information defines in advance which data among the item content data of the securities registration form and which data of the item content data of the delivery prospectus is common. Thus, common items can be associated with the items in the securities registration form and the items in the delivery prospectus.

  As shown in FIG. 10A, the total number M (M is a natural number) of binding information is defined in the binding definition information. Note that M is the number of common items in the items in the securities registration statement and the items in the delivery prospectus. Hereinafter, among the item content data constituting the content data of the securities registration form, the data representing the content of the common item is also referred to as extraction source data, and among the item content data constituting the content data of the delivery prospectus, Data representing the contents of common items is also called an insertion destination file.

  Further, as shown in FIG. 10B, extraction source file information, insertion destination file information, and style conversion information are defined in each of the total number M of combined information in the combination definition information. The extraction source file information defined in each combination information indicates the ID of the extraction source file, and the insertion destination file information indicates the ID of the insertion destination file.

  The style conversion information is information that defines style information extracted from input data when the input data extracted from the extraction source file is inserted into the insertion destination file. For example, “underline presence / absence” and “p × q matrix” are extracted from style information such as “underline presence / absence”, “underline line type”, “p × q matrix”, and “frame line type”. The style conversion information stipulates that “underline line type” and “frame line type” are not extracted. As will be described later, when the input data has specific style information defined by the style conversion information, the specific style information is also reflected when the input data is inserted into the insertion destination file (in the insertion destination file). With specific style information). On the other hand, even if the input data has style information other than the specific style information defined by the style conversion information, the style information other than the specific style information is not reflected when inserted into the insertion destination file. The preset style information is used in the insertion destination file.

(Common item extraction / insertion processing)
Next, common item extraction / insertion processing in creating a delivery prospectus will be described with reference to FIGS. 11 and 12. FIG. 11 is a flowchart showing a flow of common item extraction / insertion processing in the extraction unit 302 and the insertion unit 303 provided in the electronic document creation apparatus 1 according to the present embodiment. FIG. 12 is a diagram schematically illustrating the common item extraction / insertion process. FIG. 12A shows an example of a securities registration form in which input data is reflected, and FIG. 12B shows a prospectus for executing common item extraction / insertion processing.

  Here, in the combination definition information, each item content data corresponding to the small item d of the item D and each item content data corresponding to the item E in a part of the securities registration form shown in FIG. Is defined as an extraction source file, and among the part of the securities report shown in (b), each item content data corresponding to the sub-item d of the item D ′ and each item corresponding to the item E ′ A case where content data is defined as an insertion destination file will be described as an example.

  As illustrated in FIG. 11, when the extraction unit 302 acquires an execution instruction for the common item extraction / insertion process from the document management unit 301, the extraction unit 302 stores a securities registration form in which input data is reflected from the first electronic document storage area 312. The content data is read out, and the combined definition information is read out from the definition information storage area 314 (step S11).

  The extraction unit 302 acquires the extraction source file information illustrated in FIG. 10B based on the total number M of combination information illustrated in FIG. 10A included in the read combination definition information. The extraction unit 302 identifies the extraction source file from the item content data constituting the content data of the securities registration form based on the acquired total number M of extraction source file information, and is included in the specified total number M of extraction source files. Input data to be extracted is extracted (step S12). For example, the small item d and the item E of the item D shown in FIG.

  Next, the extraction unit 302 extracts only specific style information defined in the style conversion information of the connection definition information from the acquired style information of the input data (step S13). For example, in the example shown in FIG. 12A, the small item d of the item D is attached with the style information “straight line underline”, and the item E has “three lines in which the frame line is a solid line”. Style information “3 columns of matrix” is attached. The extraction unit 302 extracts specific style information “having an underline” and “having a matrix of 3 rows and 3 columns” from these style information. The extraction unit 302 supplies the extracted total number M of input data and specific style information to the insertion unit 303.

  Upon acquiring the total number M of input data and specific style information extracted from the extraction source file, the insertion unit 303 reads out the contents data of the delivery prospectus from the second electronic document storage area 313 and also from the definition information storage area 314. Read the binding definition information.

  The insertion unit 303 replaces the specific style information set in the insertion destination file specified based on the insertion destination file information of the delivery prospectus with the specific style information extracted from the corresponding extraction source file ( Step S14). For the style information not extracted from the extraction source file, the style information set in advance in the second electronic document is applied.

  For example, as shown in FIG. 12B, the specific style information indicating the presence or absence of the underline attached to the text data of the small item d of the item D ′ is replaced with information “having an underline”. In the style information indicating the line type, “wave line” set in advance in the small item d of the item D ′ is reflected. Further, the specific style information indicating the presence or absence of the matrix attached to the text data of the item E ′ is replaced with information “having a matrix of 3 rows and 3 columns”. The style information indicating the line type reflects the line type preset in the item E′d (“outer frame is a thick line and other frame lines are thin lines”).

  The insertion unit 303 inserts the input data in which the specific style information is replaced into the insertion destination file of the delivery prospectus (step S15). As a result, in the small item d of the item D ′ shown in FIG. 12B, the sentence data of the small item d of the item D shown in FIG. It is inserted in a state where it is replaced with "underline". Item E ′ has a table of “3 rows and 3 columns matrix consisting of solid lines” in Item E, “Outside of the border lines, the outer frame is a thick line, and the other border lines are thin lines. Is inserted in the state of being replaced with the table of “3 rows and 3 columns matrix”.

  Next, it is determined whether or not the total number M of input data extracted from the extraction source file has been inserted into the insertion destination file (step S16).

  When it is determined that there is input data that is not inserted in the insertion destination file (NO in step S16), the operations from step S13 to step S15 are repeated again, and it is determined that all input data has been inserted in the insertion destination file. (YES in step S16), the common item extraction / insertion processing is terminated.

  Upon completion of the common item extraction / insertion processing, the insertion unit 303 stores the insertion destination file into which the input data has been inserted in the second electronic document storage area 313, and notifies the document management unit 301 of the completion notification of the common item extraction / insertion processing. To do.

  Thereby, the style information included in the input data of the common items of the securities registration form can be replaced with information more suitable for the delivery prospectus.

  As described above, when the common item of securities registration form is text, style information indicating the presence or absence of the underline set for the text is extracted, and the underline type set for the text Is not extracted, the electronic document creation device 1 sets the type of underline set for the common item of the securities registration statement to the underline set for the common item of the delivery prospectus. After replacing the type, the text of the common item of the securities registration form can be inserted into the common item of the delivery prospectus.

  In the case of a common item table for securities registration forms, style information indicating the number of rows and columns set for the table is extracted, and the line type of the frame line set for the table is set. By not extracting the style information to be shown, the electronic document creation apparatus 1 sets in advance the line type of the table border set for the common item of the securities registration statement for the common item of the delivery prospectus. The table of common items in the securities registration form can be inserted into the common items of the delivery prospectus after replacing with the line type of the frame of the table.

  This makes it possible to use software with high visual expressiveness, such as DTP (Desk Top Publising) software, by using software with low visual expressiveness that specializes in creating sentences. It is possible to create an electronic document that has been created in the same way.

  In this embodiment, the case where the first electronic document is a securities registration form has been described as an example. However, the present invention is not limited to this, and the first electronic document creates a second electronic document. Any electronic document that can be used to do so. For example, if the delivery prospectus contains a character string other than the character string included in the securities registration statement, that is, a character string specific to the delivery prospectus, the character string extracted from the securities registration statement and the An electronic document made up of character strings may be used as the first electronic document.

[Modification of join definition information]
In the above, the configuration using the coupling definition information as shown in FIG. 10 has been described, but the present invention is not limited to this. For example, the information included in the binding definition information may be defined in advance in a program executed by the control unit 30. For example, in the common item extraction / insertion process, when the extraction source and the insertion destination are specified by matching the heading name, the program executed by the control unit 30 defines logic for specifying the extraction source and the insertion destination by matching the heading name. It may be. Similarly, the style conversion information may be defined in advance in the program. In these cases, the connection definition information may be program data expressing the logic or data provided to the program for realizing the logic.

[Modification of style information]
In the present embodiment, the case where specific style information “3 rows by 3 columns” is extracted from the table of item E shown in FIG. 12A has been described as an example. It is not limited to this. For example, a configuration may be adopted in which only each input data included in a region of p rows and q columns (p and q are natural numbers) partitioned by a frame line of the table is extracted.

  In this case, a table with the same number of rows and columns is prepared in advance in the common items of the securities registration form and the delivery prospectus, and only the input data included in each area of the common items of the securities registration form is provided. What is necessary is just to insert in the table prepared beforehand for the common item of a book.

  For example, in step S13 shown in FIG. 11, the input data of each region partitioned by the frame of the table is extracted from the extracted input data. In step S15, a table provided in advance in the common items of the delivery prospectus The extracted input data may be inserted into each corresponding region partitioned by the frame line.

  In the present embodiment, the securities registration form and the delivery prospectus are electronic documents divided into items, and the configuration realized by the itemized data and the content data has been described as an example, but the present invention is not limited thereto. It is not something. For example, a configuration in which one electronic document has a plurality of itemized areas may be employed.

  For example, if the delivery prospectus has multiple fields that are divided into items, each item content data that constitutes the content data of the securities registration statement and each item that constitutes the delivery prospectus in the combination definition information An area may be defined as extraction source file information and insertion destination file information.

(Program, storage medium)
Each block of the electronic document creation apparatus 1 may be realized by hardware by a logic circuit formed on an integrated circuit (IC chip), or by software using a CPU (Central Processing Unit). Also good.

  In the latter case, the electronic document creation apparatus 1 includes a CPU that executes instructions of a program that realizes each function, a ROM (Read Only Memory) that stores the program, a RAM (Random Access Memory) that expands the program, and the program And a storage device (recording medium) such as a memory for storing various data. An object of the present invention is a recording medium in which a program code (execution format program, intermediate code program, source program) of a control program of the electronic document creation apparatus 1 which is software for realizing the above-described functions is recorded so as to be readable by a computer. Can also be achieved by reading the program code recorded on the recording medium and executing it by the computer (or CPU or MPU).

  Examples of the recording medium include tapes such as magnetic tapes and cassette tapes, magnetic disks such as floppy (registered trademark) disks / hard disks, and disks including optical disks such as CD-ROM / MO / MD / DVD / CD-R. IC cards (including memory cards) / optical cards, semiconductor memories such as mask ROM / EPROM / EEPROM / flash ROM, PLD (Programmable logic device), FPGA (Field Programmable Gate Array), etc. Logic circuits can be used.

  The program code may be supplied to the electronic document creation apparatus 1 via a communication network. The communication network is not particularly limited as long as it can transmit the program code. For example, the Internet, intranet, extranet, LAN, ISDN, VAN, CATV communication network, virtual private network, telephone line network, mobile communication network, satellite communication network, and the like can be used. The transmission medium constituting the communication network may be any medium that can transmit the program code, and is not limited to a specific configuration or type. For example, even with wired lines such as IEEE 1394, USB, power line carrier, cable TV line, telephone line, ADSL (Asymmetric Digital Subscriber Line) line, infrared rays such as IrDA and remote control, Bluetooth (registered trademark), IEEE 8021 wireless, HDR (High Data Rate, NFC (Near Field Communication), DLNA (Digital Living Network Alliance), mobile phone network, satellite line, terrestrial digital network, and the like can also be used.

  It should be understood that the embodiments disclosed herein are illustrative and non-restrictive in every respect. The scope of the present invention is defined by the terms of the claims, rather than the description above, and is intended to include any modifications within the scope and meaning equivalent to the terms of the claims.

  The present invention can be widely applied to, for example, an electronic document creation apparatus that creates two or more electronic documents having a common item.

DESCRIPTION OF SYMBOLS 1 Electronic document creation apparatus 2 Input device 3 Server 20 Input part 21 Display control part 22 Display part 23 Communication part 30 Control part 31 Storage part 32 Communication part 301 Document management part 302 Extraction part (extraction means)
303 Insertion part (insertion means)
304 process management unit 311 template storage area 312 first electronic document storage area 313 second electronic document storage area 314 definition information storage area 315 process management area

Claims (11)

An electronic document creation device for creating a second electronic document itemized from a first electronic document itemized,
Extraction means for extracting a specific item from the first electronic document; and insertion means for inserting the specific item extracted by the extraction means into a specific location of the second electronic document. An electronic document creation device characterized by the above.   The specific item includes an item number, and the inserting means sets the item number corresponding to the position of the specific item in the first electronic document to the position of the specific location in the second electronic document. The electronic document creation apparatus according to claim 1, wherein the electronic document creation apparatus replaces the corresponding item number.   2. The extraction unit according to claim 1, wherein which of the items included in the first electronic document is to be extracted as the specific item is determined with reference to an external file. 2. The electronic document creation apparatus according to 2.   The specific item includes style information, the extraction unit extracts only specific style information from the style information set for the specific item, and the insertion unit inserts the specific item into the specific location. 4. The electronic document creation apparatus according to claim 1, wherein only the specific style information is replaced with information extracted by the extraction means among the style information set for the electronic document. .   The specific item is text, and the extraction unit extracts style information indicating the presence / absence of an underline set for the text, and indicates an underline type set for the text 5. The electronic document creation apparatus according to claim 4, wherein style information is not extracted.   The specific item is a table, and the extraction unit extracts style information indicating the number of rows and columns set for the table, and the frame line set for the table. 5. The electronic document creation apparatus according to claim 4, wherein style information indicating seeds is not extracted.   The first electronic document is an electronic document representing a securities registration statement, and the second electronic document is an electronic document representing at least one of a securities report, a semi-annual report, and a billing prospectus. The electronic document creation apparatus according to claim 1, wherein the electronic document creation apparatus is a document.   The first electronic document is an electronic document consisting of a securities registration form or a character string extracted from the securities registration form and a character string unique to a delivery prospectus, and the second electronic document is a delivery prospectus. The electronic document creation apparatus according to claim 1, wherein the electronic document creation apparatus represents an electronic document. An electronic document creation method for creating an itemized second electronic document from an itemized first electronic document,
An extraction step of extracting a specific item from the first electronic document; and an insertion step of inserting the specific item extracted in the extraction step into a specific location of the second electronic document. An electronic document creation method characterized by the above.   A program for operating a computer as the electronic document creation apparatus according to any one of claims 1 to 8, wherein the computer functions as each unit of the electronic document creation apparatus.   A computer-readable recording medium on which the program according to claim 10 is recorded.

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