JP2016212575A - Document creation system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To allow a general user to easily create a document for transmission including a plurality of variable data display regions for displaying variable data differing with transmission destinations.SOLUTION: A design template for a document including display regions of variable data items is created. For a variable data item, ID setting means 101 sets a characteristic ID and ID relating means 104 relates it. For each transmission destination recorded in list data 50 received from a user terminal 200, variable data recorded in respective variable data items of the list data 50 are put in display regions of the respective variable data items of the design template, based upon the ID set by the ID setting means 101.SELECTED DRAWING: Figure 8

Description

The present invention relates to a document creation system for generating a delivery document including a plurality of variable data display areas for displaying variable data different depending on a delivery destination.
In this specification, “variable data” refers to variable data with different display contents depending on the destination among the data displayed in the document created for each destination. The data described in the detailed item of the document (document) is applicable.

With the widespread use of the Internet, various services are now being provided through networks, and the trend is no exception for document printing services.
Patent Document 1 discloses an on-demand document creation system that creates documents such as catalogs and manuals with different contents for each customer. The conventional document creation system disclosed in the document 1 includes a customer DB in which information about customers is stored, a history DB in which information on usage history by each customer is stored, and a product in which information on predetermined products and services is stored. The system includes a DB and a content DB that stores information about products and services for each predetermined type, and is configured to create a paper medium catalog according to the following procedure (see FIG. 6 of the document 1). ).
That is, the customer analysis means creates an edit file for each customer with reference to the customer DB and the history DB. In the edit file, profile data and layout data for each customer are recorded. Subsequently, the editing unit obtains a template registered in advance, and refers to the content DB based on the editing file created by the customer analysis unit on the template, and provides each provided information (each corresponding content ) Edit the layout. Then, the information file creation means creates an information file of the provided information whose layout has been edited. Based on the information file thus created, a paper medium catalog is created by the print processing means.

Japanese Patent Laid-Open No. 2002-82931

  However, although the document creation system of Patent Document 1 described above is not specified in the specification, it is constructed as a closed system in a specific business entity, and is assumed to be used only by employees of the business entity. It is guessed. Therefore, it is not configured so that a general user can easily use it via a network. Furthermore, in Patent Document 1, there is little explanation about the creation of an information file by the editing means and the information file creating means, and even a person skilled in the art can technically understand how an information file is created even from those skilled in the art. It is difficult to do.

  SUMMARY OF THE INVENTION An object of the present invention is to enable a general user to easily create a document for sending including a plurality of variable data display areas for displaying variable data depending on a destination via a network. To provide a document creation system.

In order to solve the above-described problem, the present invention is a document creation system for generating a document for sending including a plurality of variable data display areas for displaying variable data different depending on a destination,
A server (100) connected to the user terminal (200) via the telecommunication line (300);
Server (100)
ID setting means (101) for setting a unique ID for each individual variable data item to be displayed in each variable data display area;
Template creation means (103) for creating a design template of a document including each variable data display area;
An ID association unit (104) for associating an ID set by the ID setting unit (101) with each variable data display area included in the created design template;
List data receiving means (105) for receiving, from the user terminal (200), list data in which each variable data item is recorded for each of a plurality of destinations;
For each destination recorded in the list data received from the user terminal (200), the variable data recorded in each variable data item of the list data is based on the ID set by the ID setting means (101). A data injecting means (106) for injecting each of the design templates created in the creating means (103) into each variable data display area;
And document data creation means (107) for creating output document data from the design template into which the variable data is inserted.

Here, the template creation means (103) can be configured to create a design template of a document including each variable information display area based on an operation from the user terminal (200).
The ID association unit (104) associates the ID set by the ID setting unit (101) with each variable data display area included in the created design template based on an operation from the user terminal (200). It can be.

  The list data receiving means (105) can be configured to receive list data created in the CSV file format from the user terminal (200).

  In this case, the ID setting means (101) recognizes a variable data item from the format set in the CSV file received from the user terminal (200), and sets a unique ID for the recognized variable data item. What is necessary is just composition.

  The template creation means (103) includes a specification data display area for displaying specification data such as a delivery note and a recommendation data display area for displaying recommendation data (recommend data) corresponding to the attribute of the destination. And a configuration having a function of creating a design template of a document including Each of the specification data display area and the recommendation data display area includes a variable data display area.

  In this case, the template creation means (103) may have a function of linking PDF data in which an existing specification format is recorded and displaying it in the specification data display area.

The template creation means (103) can also have a function of creating a document design template including a cassette material display area for selecting and displaying one of a plurality of cassette materials.
In this case, the server (100)
Cassette ID setting means (110) for setting a unique cassette ID corresponding to the attribute of the destination for a plurality of cassette materials to be displayed in the cassette material display area;
Cassette ID associating means (111) for associating the cassette ID set by the cassette ID setting means (110) with the attribute data of the destination recorded in the list data;
For each destination recorded in the list data received from the user terminal (200), based on the attribute data recorded in the list data, select a cassette material in which a cassette ID is set in association with the attribute data, Cassette material selection display means (112) for displaying in the cassette material display area.

Here, the cassette material can include a data switching display area for switching and displaying different data according to the attribute of the destination.
In that case, the server (100)
Display switching ID setting means (113) for setting a unique display switching ID corresponding to the attribute of the destination for the data to be displayed in the data switching display area;
A display switching ID associating means (114) for associating the display switching ID set by the display switching ID setting means (113) with the attribute data of the destination recorded in the list data;
For each destination recorded in the list data received from the user terminal (200), based on the attribute data recorded in the list data, select the data for which the display switching ID is set in association with the attribute data, And a data switching display means (115) for displaying in the data switching display area.

The document data creation means (107) creates output document data in the PDF file format.
The server (100) can be configured to have a function of transmitting output document data created in the PDF file format to the user terminal (200).
On the other hand, the server (100) is connected to the printer (400) via the telecommunication line (300), and the output document data created in the PDF file format by the document data creation means (107) is sent to the printer (400). It may be configured to have a function of transmitting and printing a document using the printer (400).

  In the document creation system of the present invention, in the server (100) connected to the user terminal (200) via the telecommunication line (300), the ID setting means (101) displays it in each variable data display area of the document. A unique ID is set for each individual variable data item. Then, the template creation means (103) creates a document design template including each variable data display area, and the ID association means (104) applies to each variable data display area included in the created design template. The ID set by the ID setting means (101) is associated. Thereby, the system which can produce a document in the server (100) is prepared.

  Thereafter, when the list data receiving means (105) of the server (100) receives the list data in which each variable data item is recorded for each of a plurality of destinations from the user terminal (200), the data feeding means (106). Is activated, and for each destination recorded in the list data, the variable data recorded in each variable data item of the list data is converted into a template creation means (based on the ID set by the ID setting means (101)). The design template created in 103) is poured into each variable data display area. Since these processes are executed in the server (100), even a general user can easily prepare a document from the user terminal (200).

  Here, the template creation by the template creation unit (103) and the ID association by the ID association unit (104) are performed by, for example, a document design from the user who provides a document creation service using the system of the present invention. Samples and display layouts of variable data items can be obtained and processed. However, by processing these based on the user's operation from the user terminal (200), it becomes possible to create a template with a design that further suits the user's preference, and the degree of freedom of design template creation increases.

  Further, by making it possible to create the list data in a CSV file format that can be easily created by general users, the usability of the user is further improved. Here, the CSV (Comma Separated Values) file is a text file format file in which data is separated by commas (,).

  Furthermore, by selecting and pasting the cassette material corresponding to the attribute of the destination, or switching the data corresponding to the attribute of the destination in the cassette material and displaying it, the attribute can be changed for each destination. It is possible to create a customized original document.

1 is a block diagram illustrating an overall configuration of a document creation system of Embodiment 1. FIG. FIG. 3 is a schematic diagram illustrating a design configuration example of a document created by the document creation system according to the first embodiment. FIG. 3 is a schematic diagram illustrating a configuration example of list data required when a document is created by the document creation system according to the first embodiment. It is a schematic diagram which shows the processing concept of ID setting by an ID setting means. It is a schematic diagram which shows the creation process concept of the design template by a template preparation means. It is a schematic diagram which shows the ID correlation process concept by ID correlation means. It is a schematic diagram which shows the processing concept regarding a cassette raw material. It is a schematic diagram which shows the processing concept by a data pouring means, a cassette material selection display means, and a data switching display means. It is a flowchart which shows the procedure which produces document data using the document creation system of an Example. 10 is a flowchart illustrating a procedure for creating document data using the document creation system of the embodiment, following FIG. 9. 11 is a flowchart illustrating a procedure for creating document data using the document creation system of the embodiment, following FIG. 10.

  The document creation system of the present invention is used to create a delivery document including a plurality of variable data display areas for displaying different variable data depending on a delivery destination. Examples of this type of document include a specification such as a direct mail personalized for each prospective customer and a delivery note sent to a customer who purchased the product.

Hereinafter, preferred embodiments of the present invention will be described with reference to the drawings.
In the first embodiment, a description of purchasing a product will be described as an example of a document.
FIG. 1 is a block diagram illustrating the overall configuration of the document creation system according to the first embodiment. FIG. 2 is a schematic diagram illustrating a design configuration example of a document created by the document creation system according to the first embodiment. FIG. 3 is a schematic diagram illustrating a configuration example of list data necessary when a document is created by the document creation system according to the first embodiment.

<Example design structure of the document to be created>
The document shown in FIG. 2 includes a specification data display area 10 for displaying purchase details of a product, a cassette material display area 20 for displaying cassette material 40, and a recommended product for displaying recommended products. A display area 30 is included.

  Further, the specification data display area 10 includes, for example, an order ID display area 11 for displaying an order ID, an order date display area 12 for displaying a date when a product is ordered, and a purchaser's name (customer name). A customer name display area 13 for displaying the product name, a product name display area 14 for displaying the product name of each purchased product, a unit price display area 15 for displaying the unit price of each product, and the purchase quantity of each product. Variable data display areas such as a quantity display area 16 for displaying, an amount display area 17 for displaying the amount of each purchased product, and a total amount display area 18 for displaying the total amount of purchase are set. ing.

  In each display area in the specification data display area 10 forming the variable data display area, variable data having different contents depending on the customer (destination) who purchased the product is displayed. Specifically, in the order ID display area 11 and the customer name display area 13 included in the statement data display area 10, different data (ID and name) are displayed for each customer, and the order date display area 12 and the purchase are displayed. Different data is displayed in each display area related to the selected product depending on the customer's order date and purchase contents.

  In the cassette material display area 20, one of a plurality of cassette materials 40 prepared in advance is selected and pasted. Specifically, a plurality of types of cassette materials 40 are created in advance corresponding to customer attributes and the like, and the cassette materials 40 having contents corresponding to each customer can be selected and displayed. The technical matters relating to the cassette material 40 will be described in detail later.

  The recommended product display area 30 displays, for example, a recommended product name display area 31 for displaying a product name and an image of the recommended product for another product recommended for the customer. A recommended product image display area 32 and a recommended product unit price display area 33 for displaying the product unit price are set. The data displayed in the recommended product name display area 31 is recommendation data (recommended information) whose display content changes according to the attribute of the customer who purchased the product. The cassette material display area 20 constitutes a recommendation data display area for displaying the recommendation data.

<Configuration example of list data prepared by user>
The list data 50 shown in FIG. 3 is customer information data in which each variable data displayed in the document shown in FIG. 2 is recorded for each product purchase customer who is the destination of the document. In the embodiment, variable data for each customer is recorded in the CSV file format generally used in general-purpose spreadsheet software and database software. As described above, a CSV (Comma Separated Values) file is a text file format file in which data is separated by commas (,).
When the list data 50 created in the CSV file is opened with general-purpose spreadsheet software, as shown in FIG. 3, variable data such as order ID, order date of product, name of customer who purchased the product, etc. in each column arranged horizontally. Items are set and displayed as a matrix-like list in which customers who have purchased products are set in each row arranged in the vertical direction. Then, the corresponding variable data is recorded in a cell (section) where the column of the variable data item and the customer's row intersect.
Further, the list data 50 includes items relating to customer attributes necessary for selecting the cassette material 40 and switching the data to be displayed in the data switching display area 41 included in the cassette material 40 as will be described later (FIG. 7). Reference, sex and “value” of purchase amount) are set, and information on customer attributes is recorded for each customer.

<Overall configuration of document creation system>
As shown in FIG. 1, the document creation system according to the embodiment is a system using a client / server 100 model, and the server 100 and the user terminal 200 are connected via an electric communication line 300 such as the Internet. The telecommunications line 300 may be a public telephone line, a dedicated telephone line, a fiber communication line using a cable communication line such as CATV, a wireless telephone line, a line using a wireless communication line such as a hot spot, A combination communication line combining a wired communication line and a wireless communication line may be used.

  The server 100 is the core of the document creation system. The ID setting means 101, the cassette material creation means 102, the template creation means 103, the ID association means 104, the list data reception means 105, the data flow means 106, the document data creation means, which will be described later. This is an information processing apparatus having the function 107. Furthermore, the server 100 also has functions as a cassette ID setting unit 110, a cassette ID association unit 111, a cassette material selection display unit 112, a display switching ID setting unit 113, a display switching ID association unit 114, and a data switching display unit 115. Yes. Each of these means is specifically configured by a computer program installed in the server 100.

The server 100 may be installed by a company that provides a document creation service (hereinafter also referred to as this service) using this system, or may be installed by a server 100 rental company. Although it is good, it is comprised by the server 100 computer which functions also as the database server 100, and its peripheral device. Of course, the peripheral device includes a storage device for storing data.
The server 100 is also connected to a printer 400 installed in the shipping agency via the telecommunication line 300. Based on the request from the user, the provider of this service entrusts the printing agency and the shipping work to the destination to the shipping agency.

The user terminal 200 is a general-purpose personal computer owned by a user of this document creation service, and exchanges data with the server 100 by data communication, and also functions as an operation means for operating data processing in the server 100. To do.
Specifically, the server 100 displays an operation screen on the display of the user terminal 200, and prepares a user operation environment using a GUI (Graphical User Interface). Note that operation software may be installed in the user terminal 200 in advance, and the user's operation environment may be adjusted by starting the software.
The user can operate the user terminal 200 to create the document design shown in FIG. Further, by transmitting the list data 50 shown in FIG. 3 from the user terminal 200 to the server 100, a series of processing for document creation by the server 100 is executed based on the contents recorded in the list data 50. Ru

<ID setting means>
FIG. 4 is a schematic diagram showing a processing concept of ID setting by the ID setting means.
The ID setting means 101 is a component for setting an ID (identification) that associates each display area of the document shown in FIG. 2 with each variable data item of the list data 50 shown in FIG. .
Each variable data recorded in each variable data item of the list data 50 is displayed in each display area of the document shown in FIG. 2 based on the ID set by the ID setting means 101.

The user sets the format of the list data 50 in advance in a CSV file and transmits it to the server 100 using the user terminal 200. The ID setting unit 101 recognizes a variable data item from the format of the list data 50 set in the CSV file received from the user terminal 200, and sets a unique ID for the recognized variable data item.
For example, in the example shown in FIG. 4, an item “1-00001” is assigned to the “order ID” item of the list data 50, “1-00002” is assigned to “order date”, and “customer name” is assigned to “customer name”. An ID such as “1-00003” is automatically assigned.

  Furthermore, as shown in the figure, depending on the characteristics of the data recorded in each variable data item, data types such as text data and image data, and additional characters attached before or after the data (for example, a zip code) It is also possible to individually set a symbol of “〒” and a character of “sama” representing a title. These additional characters can be individually set by operating the user terminal 200. Alternatively, a data item related to additional characters may be set in the list data 50, and the server 100 may read from the data item and automatically record it.

<Template creation means>
FIG. 5 is a schematic diagram showing a design template creation processing concept by the template creation means.
The template creation means 103 is a component for creating a document design template. As shown in FIG. 2, the document created in the embodiment includes a specification data display area 10, a cassette material display area 20, and a recommended product display area 30. The user operates the user terminal 200 to create the document design template shown in FIG.

As shown in FIG. 5, in the document design template, for example, a specification data display area 10, a cassette material display area 20, and a recommended product display area 30 are set.
Further, the specification data display area 10 includes, for example, an order ID display area 11 for displaying an order ID, an order date display area 12 for displaying a date when a product is ordered, and a purchaser's name (customer name). A customer name display area 13 for displaying the product name, a product name display area 14 for displaying the product name of each purchased product, a unit price display area 15 for displaying the unit price of each product, and the purchase quantity of each product. A quantity display area 16 for displaying, an amount display area 17 for displaying the amount of each purchased product, and a total amount display area 18 for displaying the total amount of purchase are set.
The recommended product display area 30 includes, for example, a recommended product image display area 32 for displaying a product image related to another recommended product for a customer who has purchased the product, and the product name of the recommended product. A recommended product name display area 31 for display and a recommended product unit price display area 33 for displaying the unit price of the recommended product are set.

  Here, the image file to be displayed on the design template is transmitted from the user terminal 200 to the server 100 and stored in the storage device of the server 100. And if it is an image common to each customer's document, the position which displays the image file is designated as a design template, and an image file is linked to the position. If the image is variable data that differs for each customer, the image is displayed in a predetermined variable data display area of the design template based on the ID set by the ID setting means 101.

For the specification design displayed in the specification data display area 10, the user prepares PDF data in which an existing specification format is recorded, transmits the data from the user terminal 200 to the server 100, and the storage device of the server 100. You can also save it in The template creation unit 103 displays the specification format by linking the PDF data to the specification data display area 10 set in the document design template.
With this configuration, the specification format normally used by the user can be displayed on the document created by this system, and the uniformity of the specification format can be easily ensured.

<ID association means>
FIG. 6 is a schematic diagram showing the concept of ID association processing by the ID association means.
The ID association unit 104 is a component for associating the ID set by the ID setting unit 101 with each variable data display area included in the design template created by the template creation unit 103.
Based on the operation from the user terminal 200 by the user, the ID association unit 104, for example, the order ID display area 11, the order date display area 12, the customer name display area 13, the product name set in the statement data display area 10 Display area 14, unit price display area 15, quantity display area 16, price display area 17, total price display area 18, recommended product image display area 32 set in recommended product display area 30, recommended product name display area 31, the ID set by the ID setting unit 101 is set in association with each variable data display area of the recommended product unit price display area 33.

<Configuration for creating cassette material>
FIG. 7 is a schematic diagram showing a processing concept regarding the cassette material.
The cassette material 40 is a plurality of document display elements prepared corresponding to the attributes of the customer (document destination) who purchased the product. For example, character data and image data are grouped into one cassette material 40. Created.
A computer program for creating the cassette material 40 is installed in the server 100 or the user terminal 200 in advance, and the user can create the cassette material 40 by operating the user terminal 200 according to the computer program. . The created cassette material 40 is stored in the storage device of the server 100.

  For example, as shown in FIG. 7, a cassette material 40 including an image of men's shoes is prepared for a male customer and the image of women's shoes is included for a female customer, using the sex of the customer (destination) as an attribute. The cassette material 40 is prepared, and the cassette material 40 corresponding to the sex of the customer is displayed in the cassette material display area 20.

  Each cassette material 40 can be set with a data switching display area 41 for switching and displaying different data according to the attribute of the destination. For example, the data purchase display area 41 is set so as to switch and display the data related to the discount rate of the special sale product, using the total of the product purchase amount of the customer (destination) as an attribute.

  In order to realize the display of the cassette material 40 on such a design template, the server 100 includes a cassette ID setting unit 110, a cassette ID association unit 111, a display switching ID setting unit 113, and a display switching ID association unit 114. Yes.

<Cassette ID setting means>
The cassette ID setting means 110 sets a unique cassette ID corresponding to the attribute of the destination for a plurality of cassette materials 40 to be displayed in the cassette material display area 20 of the document shown in FIGS. It has a function. According to the operation of the user terminal 200 by the user, for example, as shown in FIG. 7, the cassette ID setting unit 110 assigns a cassette ID “cassette-01” to the cassette material 40 including the image of men's shoes for male customers. At the same time, a cassette ID “cassette-02” is attached to the cassette material 40 including the image of women's shoes for female customers.

<Cassette ID association means>
The cassette ID associating unit 111 has a function of associating the cassette ID set by the cassette ID setting unit 110 with the customer (delivery destination) attribute data recorded in the list data 50.
In the list data 50, for example, as shown in FIG. 7, an item of “sex” is set as an item related to the customer attribute. Is recorded.
The cassette ID associating unit 111 uses the attribute data (“M” in the item of “sex” in FIG. 7) from the format of the list data 50 set in the CSV file received from the user terminal 200. ”Or“ W ”), the cassette ID set by the cassette ID setting means 110 is associated with the attribute data. Specifically, a cassette ID “cassette-01” is associated with attribute data “M” indicating that the gender is male, and a cassette “cassette-02” is associated with attribute data “W” indicating the gender is female. An ID is associated.

<Display switching ID setting means>
The display switching ID setting unit 113 has a function of setting a unique display switching ID corresponding to the attribute of the destination for the data to be displayed in the data switching display area 41.
For example, as shown in FIG. 7, in the data switching display area 41, “50” indicating a discount rate of 50% for a special sale product for a customer (destination) whose total amount of purchased products is 100,000 yen or more. "% OFF" text data, while for customers (destination) whose total purchase price is less than 100,000 yen, the text "30% OFF" indicating a discount rate of 30% Data shall be displayed.

  In this case, the display switching ID setting unit 113 follows the operation of the user terminal 200 by the user with “discount-01” for the character data “50% OFF” for customers whose total amount of purchased products is 100,000 yen or more. A display switching ID “discount-02” is attached to character data “30% OFF” for customers whose total price of purchased products is less than 100,000 yen.

<Display switching ID association means>
The display switching ID association unit 114 has a function of associating the display switching ID set by the display switching ID setting unit 113 with the attribute data of the destination recorded in the list data 50.
In the list data 50, for example, as shown in FIG. 7, the item “value indicating the total amount” of the purchased product is set as an item relating to the customer attribute, and the attribute is displayed when the purchase amount is 100,000 yen or more. When the data “1” is less than 100,000 yen, the attribute data “2” is recorded.
The display switching ID associating unit 114 selects items related to customer attributes from the format of the list data 50 set in the CSV file received from the user terminal 200 (item of “value indicating total amount” of the purchased product in FIG. 7). And the display switching ID set by the display switching ID setting unit 113 is associated with the attribute data. Specifically, “1” attribute data indicating that the purchase amount is 100,000 yen or more is associated with a display switching ID “discount-01”, and “2” attribute data indicating that the purchase amount is less than 100,000 yen. Is associated with a display switching ID of “discount-02”.

<List data receiving means>
The list data receiving means 105 receives the list data 50 sent to the server 100 by the operation of the user terminal 200 by the user, and stores it in the storage device of the server 100. As described above, in the embodiment, the list data 50 is created in the CSV file format.

<Data feeding means, cassette material selection display means, data switching display means>
FIG. 8 is a schematic diagram showing a processing concept by the data feeding means, the cassette material selection display means, and the data switching display means.
The data flow means 106 sets the variable data recorded in each variable data item of the list data 50 to the ID set by the ID setting means 101 for each destination recorded in the list data 50 received from the user terminal 200. Based on the above, the design template created by the template creation means 103 is poured into each variable data display area.
Further, the cassette material selection display unit 112 sets a cassette ID in association with the attribute data based on the attribute data recorded in the list data 50 for each destination recorded in the list data 50 received from the user terminal 200. The set cassette material 40 is selected and displayed in the cassette material display area 20.
Further, the data switching display unit 115 associates the display switching ID with the attribute data based on the attribute data recorded in the list data 50 for each destination recorded in the list data 50 received from the user terminal 200. The set data is selected and displayed in the data switching display area 41.

Specifically, the data insertion means 106 sets the variable data (for example, “001235”) recorded in the variable data item of “Order ID” in the list data 50 shown in FIG. Based on the ID (see FIG. 4), it flows into the order ID display area 11 shown in FIG. 6 associated with the ID.
Similarly, the data flow means 106 adds variable data items “order date”, “customer name”, “purchased product 1”, “unit price”, “quantity”, “amount”, and “total amount” in the list data 50 shown in FIG. The recorded variable data (for example, “December 2, 2014”, “Taro Sato”, “Men's shoes”, “50000”, “1”, “50000”, “130000”) is set to the ID set by the ID setting means 101 (FIG. 4), the order date display area 12, the customer name display area 13, the product name display area 14, the unit price display area 15, the quantity display area 16, the amount display area 17 and the total shown in FIG. The data is displayed in the data switching display area 41 of the money amount display area 18.

  Further, the cassette material selection display means 112 has the cassette ID “cassette-01” associated with the attribute data based on the attribute data “M” recorded in the “sex” item in the list data 50 shown in FIG. The cassette material 40 including the set image of the men's shoes is selected (see FIG. 7) and displayed on the cassette material display area 20 shown in FIG.

Further, the cassette switching display means is based on the attribute data “1” recorded in the “value indicating the total amount” item in the list data 50 shown in FIG. 8, and the display switching ID “discount- Character data “50% OFF” set with “01” is selected and displayed in the data switching display area 41 shown in FIG.
In this way, a document design template is created for each customer (destination) recorded in the list data 50.

<Document data creation method>
The document data creation means 107 creates output document data from the created design template. Specifically, the document data creation unit 107 of this embodiment has a function of creating output document data in the PDF file format from the design template. The output document data created in the PDF file format is transmitted to the user terminal 200 by the server 100.

  The server 100 also has a function of transmitting output document data created in the PDF file format to the printer 400 connected via the telecommunication line 300 (see FIG. 1). In response to a request command from the user terminal 200, the server 100 transmits output document data to the printer 400 and prints the document using the printer 400. The printed document is sent to the user by sending means such as mail or courier. Alternatively, the printed document can be sent to each customer by entrusting the delivery of the document to a contractor.

<Document data creation procedure>
Next, a document data creation procedure using the document creation system configured as described above will be described with reference to FIGS.
9 to 11 are flowcharts showing a procedure for creating document data using the document creation system of the embodiment.

  A user who wants to create document data using the document creation system accesses the server 100 from the user terminal 200 and logs in by entering a user ID and password (step S1). When the server 100 verifies the user ID sent from the user terminal 200 and the password and authenticates the authorized user (step S2), the server 100 establishes a connection state with the user terminal 200 (step S3).

After the connection state with the server 100 is established, the user transmits the format of the list data 50 created in advance from the user terminal 200 (step S4).
The server 100 receives the format of the list data 50, recognizes a variable data item from the format, and sets a unique ID for the recognized variable data item (step S5).

Subsequently, the process proceeds to a document design template creation operation, and the user operates the user terminal 200 to display a description data display area 10, a recommended product display area 30, a cassette material display area 20 with respect to the basic design template. Each layout is designated (step S6). Here, an image file prepared in advance for display on the design template is transmitted to the server 100. In addition, PDF data in which an existing specification format is recorded can be transmitted from the user terminal 200 to the server 100.
The server 100 sets the specification data display area 10, the recommended product display area 30, and the cassette material display area 20 for the basic design template according to the user's specification (step S7, see FIG. 5). Also, the image file sent from the user terminal 200 and the PDF data recording the specification format are stored in the storage device. When the PDF data in which the specification format is recorded is saved, this specification format is linked to the specification data display area 10 and displayed.

Next, the process proceeds to an operation relating to the creation of the cassette material 40 (step S8), and the user operates the user terminal 200 to perform the creation operation of the cassette material 40. A plurality of cassette materials 40 are created corresponding to the attributes of customers (destination), and a unique cassette ID is designated for each cassette material 40. Further, a data switching display area 41 is designated for each cassette material 40. Further, in the data switching display area 41, a plurality of data for switching display corresponding to the attribute of the customer (destination) is created, and a unique display switching ID is designated for each data.
The server 100 creates a plurality of cassette materials 40 based on a user operation, and sets a cassette ID for each cassette material 40 (step S9). Further, the data switching display area 41 is set in the cassette material 40 according to the user's designation, and the display switching ID is set in the data switching display area 41. Then, according to the user's specification, the cassette ID and the display switching ID are associated with the customer (delivery destination) attribute data recorded in the list data 50.
This completes the creation of the design template and cassette material 40 that are the basis of the document. The created design template and cassette material 40 are stored in the storage device (step S10).
Note that the steps (S6, S7) relating to the design template creation and the steps (S8, S9) relating to the creation of the cassette material 40 may be executed in a reversed order.

In order to create a delivery document for a customer who has purchased a product using the document creation system of this embodiment, the user needs to create list data 50 in advance. For example, when the document shown in FIG. 2 is created for each customer, data as shown in FIG. 8 is recorded in the table of the list data 50. Specifically, order ID, order date, customer name, gender, product name of purchased product, unit price, quantity, amount, total amount of purchased product and its set value (for display on cassette material 40) , And data related to product images, product names, and unit prices set as recommended products are recorded in a list.
Here, regarding recommended products, it is necessary to determine information to be recommended products by analyzing information such as customer attributes and purchased products. This type of analysis can be performed by the user or consigned to an expert to determine recommended products, and the user can record them directly in the list data 50. However, an integrated system can be constructed by linking to another analysis system. The recommended product automatically derived by the system can be reflected in the list data 50.

  When creating a delivery document addressed to a customer who has purchased a product, the user accesses the server 100 from the user terminal 200 and enters a user ID and password to log in (step S20). When the server 100 collates the user ID sent from the user terminal 200 and the password and authenticates as a regular user (step S21), the server 100 establishes a connection state with the user terminal 200 (step S22).

After the connection state with the server 100 is established, the user transmits the list data 50 created in advance from the user terminal 200 to the server 100 (step 23).
For each customer (delivery destination) recorded in the list data 50 received from the user terminal 200, the server 100 uses the variable data recorded in each variable data item of the list data 50 based on the ID set in step S5. The design template created in step S7 is poured into each variable data display area (step S24).
In addition, the server 100 associates the cassette ID with each attribute data (gender) recorded in the list data 50 for each customer (destination) recorded in the list data 50 received from the user terminal 200 in association with the attribute data. Is selected and displayed in the cassette material display area 20.
Further, the server 100 determines, for each customer (delivery destination) recorded in the list data 50 received from the user terminal 200, the attribute based on the attribute data recorded in the list data 50 (value related to the total amount of purchased products). The data set in association with the data is selected and displayed in the data switching display area 41.
In this way, the server 100 automatically creates a document design template for each customer (destination) recorded in the list data 50, and further generates output document data in PDF file format from the design template. (Step S25)

Using the user terminal 200, the user designates a document data receiving method and transmits it to the server 100 (step S26). The server 100 processes the output document data in the PDF file format in accordance with the receiving method specified by the user (step S27). Specifically, output document data is transmitted to the user terminal 200 (step S28) and received by the user (step S29), and transmitted to the printer 400 and printed (step S30). Do one.
Thus, a series of document data creation procedures is completed.

In addition, this invention is not limited to the Example mentioned above, Of course, various deformation | transformation implementation and application implementation are possible as needed.
For example, the document that can be created by the document creation system of the present invention is not limited to the format shown in FIG. 2, and the list data 50 is not limited to the format shown in FIG.

  In the above embodiment, the creation of the product purchase specification has been described. However, the present invention can also be applied to the creation of a direct mail for a prospective customer.

10 Description data display area 11 Order ID display area 12 Order date display area 13 Customer name display area 14 Product name display area 15 Unit price display area 16 Quantity display area 17 Amount display area 18 Total price display area 20 Cassette material display area 30 Recommended product display area 31 Recommended product name display area 32 Recommended product image display area 33 Recommended product unit price display area 40 Cassette material 41 Data switching display area 50 List data 100 Server 101 ID setting means 102 Cassette material creation means 103 Template creation Means 104 ID association means 105 List data reception means 106 Data flow means 107 Document data creation means 110 Cassette ID setting means 111 Cassette ID association means 112 Cassette material selection display means 113 Display switching ID setting means 114 Display Replacement ID associating means 115 data switching display unit 200 user terminal 300 telecommunication line 400 printer

Claims (10)

A document creation system for generating a document including a plurality of variable data display areas for displaying different variable data depending on a destination,
A server (100) connected to the user terminal (200) via the telecommunication line (300);
The server (100)
ID setting means (101) for setting a unique ID for each individual variable data item to be displayed in each variable data display area;
Template creation means (103) for creating a design template of a document including each variable data display area;
An ID association unit (104) for associating an ID set by the ID setting unit (101) with each variable data display area included in the created design template;
List data receiving means (105) for receiving, from the user terminal (200), list data in which each variable data item is recorded for each of a plurality of destinations;
For each destination recorded in the list data received from the user terminal (200), the variable data recorded in each variable data item of the list data is based on the ID set by the ID setting means (101). , Data insertion means (106) for flowing into each variable data display area of the design template created by the template creation means (103),
And a document data creating means (107) for creating output document data from the design template into which the variable data is inserted. The template creation means (103) is configured to create a design template of a document including each variable information display area based on an operation from the user terminal (200).
The ID association means (104) is set by the ID setting means (101) for each variable data display area included in the created design template based on an operation from the user terminal (200). The document creation system according to claim 1, wherein the ID is associated with each other.   The document creation system according to claim 1 or 2, wherein the list data receiving means (105) is configured to receive the list data created in a CSV file format from the user terminal (200).   The ID setting means (101) recognizes the variable data item from the format set in the CSV file received from the user terminal (200), and sets a unique ID for the recognized variable data item. The document creation system according to claim 3, wherein the document creation system is configured.   The template creation means (103) includes a specification data display area for displaying specification data such as a delivery note and a recommendation data display area for displaying recommendation data corresponding to the attribute of the destination. 5. The document creation system according to claim 1, wherein the document creation system has a function of creating a design template, and each of the data display areas includes the variable data display area.   6. The document according to claim 5, wherein the template creating means (103) has a function of linking and displaying PDF data in which an existing specification format is recorded in the specification data display area. Creation system. The template creation means (103) has a function of creating a design template of a document including a cassette material display area for selecting and displaying one of a plurality of cassette materials.
The server (100)
Cassette ID setting means (110) for setting a unique cassette ID corresponding to an attribute of a destination for the plurality of cassette materials to be displayed in the cassette material display area;
Cassette ID associating means (111) for associating the cassette ID set by the cassette ID setting means (110) with the attribute data of the destination recorded in the list data;
For each delivery destination recorded in the list data received from the user terminal (200), based on the attribute data recorded in the list data, select a cassette material in which a cassette ID is set in association with the attribute data. 7. The document creation system according to claim 1, further comprising: a cassette material selection display unit (112) for displaying in the cassette material display area. The cassette material includes a data switching display area for switching and displaying different data according to the attribute of the destination,
The server (100)
Display switching ID setting means (113) for setting a unique display switching ID corresponding to the attribute of the destination for the data to be displayed in the data switching display area;
A display switching ID associating unit (114) for associating the display switching ID set by the display switching ID setting unit (113) with the attribute data of the destination recorded in the list data;
For each destination recorded in the list data received from the user terminal (200), based on the attribute data recorded in the list data, select the data for which the display switching ID is set in association with the attribute data. The document creation system according to claim 7, further comprising: a data switching display means (115) for displaying in the data switching display area. The document data creation means (107) has a function of creating the output document data in a PDF file format,
The server (100) has a function of transmitting the output document data created in a PDF file format to the user terminal (200). The document creation system described in the section. The document data creation means (107) has a function of creating the output document data in a PDF file format,
The server (100) is connected to a printer (400) via a telecommunication line (300), and the output document data created in the PDF file format by the document data creation means (107) is sent to the printer ( 400. The document creation system according to claim 1, further comprising a function of printing the document using the printer (400).