JP2023122610A - Support system, support method and program - Google Patents

Abstract

To provide a support system, a support method, and a program for supporting trade-related procedures and providing various services without much preparation such as input of necessary data in advance.SOLUTION: In the system, a trade-related procedure support server 101 is provided with a product information management extraction module 201 that receives access from an exporter terminal 111, receives product information and an address of an information provision site of the own company, and provides the same to overseas buyers; a chat management module 202 that provides communication means capable of exchanging information between related parties including importers and exporters; a document generation management module 203 that performs automatic generation and creation support for trade-related documents based on various information collected in the trade support platform; and a communication module 204 that performs various communications related to trade-related business support services.SELECTED DRAWING: Figure 2

Description

The present invention relates to a support system, support method and program, and more specifically to a support system, support method and program capable of supporting trade-related procedures and providing various services.

In general, when importing and exporting with overseas, in addition to the exporters and importers who are directly involved, many other parties such as intermediaries and government agencies are involved, and complicated trade documents are required. Professional knowledge and experience are required. In recent years, with the spread of the Internet and the expansion of small businesses, it has become possible to easily transmit product information overseas and exchange information with other countries. In some cases, specialized knowledge and experience are required, and since it is not easy to prepare various shipping documents such as invoices or trade documents, technologies to support such specialized processing have been proposed. .

For example, a first trader who is a shipper or a seller, a second trader who is an intermediary, and a consignee or a buyer who is a consignee or a buyer have a task of creating an invoice in an intermediary trade easily, quickly and accurately. A device for creating invoices that functions as a bill of lading, an invoice and a customs declaration in intermediary trade between three traders, and which is absolutely Judgment means (303, 304) for judging whether or not there is an error, which is a legally unacceptable defect, and when there is no error, the second and third and invoice creation means (305) for automatically creating invoices between traders (see Patent Document 1). Another object of the present invention is to provide a trade business support device that can adapt to the roles of trade-related traders at ports and the diversity of business types, and to improve the efficiency of the procedures necessary for the management of trades and trades. Basic information storage means 2 for accumulating basic information on port cargo transactions including vessel information, additional information storage means 4 for accumulating multiple types of additional information on port cargo transactions, and additional A transaction information database 6 having an association table 5 for associating information with basic information, and management information extraction for extracting predetermined items of port cargo transactions including specific ship information in the transaction information database 6 as management information according to a management information output command. means 8, an output unit 9 for outputting management information, and after inputting basic information, additional information that shares the basic information and target port cargo transactions are sequentially input, and specific ship information is specified. There has been proposed a trade business support device having an input unit 10 for inputting a management information output command (see Patent Document 2).

Japanese Patent Application Laid-Open No. 2003-157313 Japanese Patent Application Laid-Open No. 2015-106400

However, support systems such as conventional invoice creation devices and trade business support devices can quickly and accurately create invoices for intermediary trade, manage each transaction at the port, and improve the efficiency of the procedures necessary for transactions. Although it is possible to provide a certain amount of support, such as being able to plan, there is a problem that various data must be registered in advance for preparation.

The present invention has been made in view of the above conventional problems, and provides a general trade business platform for small and medium-sized enterprises that do not specialize in import/export, manufacturers, and sellers that do not specialize in trade-related business such as individuals. It is an object of the present invention to provide an assistance system, an assistance method, and a program capable of assisting the preparation of shipping documents with little advance preparation.

The invention according to claim 1 is a support system for supporting trade-related procedures, comprising a product information extracting means for extracting product information of a target product from a domestic sales related site of the target product to be exported; Embedding means for embedding product information in a template of trade-related documents in a prescribed format, and necessary data for extracting necessary data other than product information for trade-related documents from data communicated between parties involved in trade-related procedures It is characterized by comprising an extracting means and a document generating means for temporarily generating and presenting a document by further incorporating the extracted necessary data into the document template in which the product information is embedded, and generating supplemented trade-related documents. do.

The invention according to claim 2 is the support system according to claim 1, characterized in that the trade-related documents are shipping documents.

The invention according to claim 3 is characterized in that, in the support system according to claim 1 or 2, the data communicated with the parties involved in trade-related procedures are exchanged by chat.

According to the invention of claim 4, in the support system of any one of claims 1 to 3, the data communicated between parties involved in trade-related procedures is It is characterized by including a question and its answer.

The invention according to claim 5 is the support system according to any one of claims 1 to 4, characterized in that the document generation means highlights the items to be supplemented in the trade-related documents to be supplemented. do.

The invention according to claim 6 is characterized in that, in the support system according to any one of claims 1 to 5, the necessary data other than product information includes corporate information or personal information related to exporters and importers. and

According to a seventh aspect of the present invention, in the support system according to any one of claims 1 to 6, there is provided a portal for providing product information of the target product and communication between the relevant parties from the domestic sales related site of the target product. It is characterized by further comprising a site.
An eighth aspect of the invention is the support system according to any one of the first through seventh aspects, further comprising address receiving means for receiving an address of a domestic sales-related site of the target product.
The invention according to claim 9 is characterized in that the support system according to any one of claims 1 to 8 further comprises chat means for providing chat communication with parties involved in trade-related procedures. 9. A support system according to any one of claims 1 to 8.

The invention according to claim 10 is a support method for supporting trade-related procedures, comprising a product information extraction step of extracting product information of a target product from a domestic sales-related site for the target product to be exported; An embedding step of embedding product information in a template of trade-related documents in a prescribed format, and necessary data for extracting necessary data other than product information in trade-related documents from data communicated between parties involved in trade-related procedures Characterized by comprising an extraction step and a document generation step of temporarily generating and presenting a document by further incorporating the extracted necessary data into the document template in which the product information is embedded, and generating supplemented trade-related documents. do.

The invention according to claim 11 is a program for causing a computer to execute a support method for supporting trade-related procedures, wherein the support method extracts product information of the target product from a domestic sales-related site for the target product to be exported. an embedding step of embedding the extracted product information in a template of trade-related documents in a predetermined format; A necessary data extraction step for extracting necessary data other than information, and further incorporating the extracted necessary data into the document template embedded with the product information to provisionally generate and present the document, thereby generating supplemented trade-related documents. and a document generation step.

According to the present invention, there are provided product information extracting means for extracting product information of a target product from a domestic sales site for the target product to be exported, and embedding means for embedding the extracted product information in a template of trade-related documents in a predetermined format. and necessary data extraction means for extracting necessary data other than product information for trade-related documents from the data communicated between parties involved in trade-related procedures, and extracting the product information into the embedded document template. Since it is equipped with a document generating means that further incorporates necessary data to provisionally generate and present documents, and generates supplementary trade-related documents, shipping documents can be generated with almost no preparation such as inputting necessary data in advance. It becomes possible to support the creation of

1 is an overall system configuration diagram of an embodiment of the present invention; FIG. 1 is a functional block diagram of a trade-related procedure support server and an exporter terminal according to one embodiment of the present invention; FIG. It is a functional block diagram of a trade-related procedure support server and an importer terminal of one embodiment of the present invention. FIG. 4 is a diagram for explaining the overall flow of an example of trade-related business support processing according to one embodiment of the present invention; It is a figure which shows an example of the login screen of the trade support platform of one Embodiment of this invention. It is a figure which shows an example of the product information provision screen in the trade support platform of one Embodiment of this invention. It is a figure which shows an example of the message communication screen of the trade assistance platform of one Embodiment of this invention. It is a figure for demonstrating the flow of an example of the shipping document preparation process in the trade assistance platform of one Embodiment of this invention. It is a figure which shows an example of the shipping document creation screen in the trade assistance platform of one Embodiment of this invention. It is a figure which shows an example of the provisional generation screen of a shipping document in the trade assistance platform of one Embodiment of this invention. It is a figure which shows an example of the database used with the trade assistance platform of one Embodiment of this invention. It is a figure which shows an example of the screen which provides the detailed information of the goods in the trade support platform of one Embodiment of this invention. It is a figure which shows an example of the screen which provides the concierge processing function in the trade support platform of one Embodiment of this invention.

EMBODIMENT OF THE INVENTION Hereinafter, embodiment is described with reference to drawings about the assistance system of this invention, the assistance method, and the program. In addition, even in different drawings, the same reference numerals are used to indicate the same processing and configuration.

This embodiment supports the exporter, who is a party in a trade-related business, to expand overseas sales of products that are mainly sold domestically, and facilitates procedures that conventionally required expertise. This is what makes it possible. The support system of this embodiment mainly provides support for trade-related business with a simple user interface such as information provision, communication, and procedure support. do. Here, the "trade marketplace", which is a trade support platform, includes, for example, a message processing function 505 that enables communication between related parties as shown in FIG. 5, and a product information processing function that provides product information to buyers. A function 506, an order processing function 507 that processes offers from buyers, a delivery processing function 508 that executes shipping-related processing, a concierge processing function 509 that provides consultation and specific support, and a document preparation support processing function 510. Comprehensively provide support functions necessary for related businesses. Although the present embodiment provides each of the above functions within a trading marketplace, it is not limited to this and can be divided into multiple platforms in a manner known in the art, and In addition to the functions listed above, various functions known in the art may also be added.

(System configuration)
Main operations and processes of the trade support platform used in one embodiment of the present invention will be described first, and then the document preparation support process will be described. FIG. 1 is an overall system configuration diagram of one embodiment of the present invention. This system has a trade-related procedure support server 101 for performing the main functions of trade support processing, providing various trade-related support to sellers such as exporters, and controlling the entire system. It is connected via a network 103 to exporter terminals 111 and 112 and importer terminals 121 and 122 which are users. In this embodiment, the functions of this server 101 can also be provided to each terminal through the cloud. In this case, each terminal uses a browser or a dedicated application to mainly perform input and display processing, and data management and various processing are basically performed on the server. Any configuration known in the art may be used, such as providing directly to clients, terminals, etc. via a dedicated network.

As a server, in addition to the trade-related procedure support server 101, various servers that provide various services known in the technical field can be provided. Further, a database (not shown) is provided, and various data required in this embodiment can be stored in the database.

In this embodiment, exporter terminals 111 and 112 are used as terminals on the user side, and it is possible to receive support for trade-related business procedures. It can also be used for inputting client's personal information and company data. Similarly, importers who are overseas buyers use importer terminals 121 and 122 to decide to purchase desired products based on the product information provided by the trade support platform, and After making an offer, the messaging function can be used, for example, by chat, to exchange information with the exporter to determine terms of sale, etc. In this embodiment, a case where a seller in Japan and a buyer overseas perform a transaction will be described, but the present invention is not limited to this, and can be similarly applied to a transaction between a buyer in Japan and an overseas seller. can be done.

The terminals 111, 112, 121, and 122 are basically wirelessly connected to the network 103, and may be smartphones, tablet terminals, or the like, but may also be mobile personal computers, for example. Here, in this embodiment, the connection with the network 103 can be made through a mobile phone line or a wireless network such as Wi-fi or BLUETOOTH (registered trademark). If you can access and display the input screen and perform certain input operations with a touch panel, mouse or keyboard, you can use any device such as a tablet terminal, a mobile or desktop computer, or a dedicated terminal. In addition, as a server that mainly executes processing related to the trade-related business support service of this embodiment, only the trade-related procedure support server 101 performs processing. Functions can also be shared.

FIG. 2 is a functional block diagram of a trade-related procedure support server and an exporter terminal according to one embodiment of the present invention. The trade-related procedure support server 101 receives access from the exporter terminal 111, receives product information and the address of the company's information providing site, and provides a product information management extraction module 201 for overseas buyers. A chat management module 202 that provides communication means for exchanging information between related parties, including a , and a communication module 204 for various communications associated with trade-related business support services.

On the other hand, the exporter terminal 111 includes a data input management module 205 for inputting information about the exporter and managing the input information about the exporter, a data transmission/reception module 206 for transmitting/receiving various data, and a chat with related parties. It has a chat call module 207 that provides trade-related business support services by communication.

FIG. 3 is a functional block diagram of a trade-related procedure support server and an importer terminal according to one embodiment of the present invention. The trade-related procedure support server 101 receives access from the importer terminal 121, and includes a product information management extraction module 201 that provides product information of the exporter, and communication means for exchanging information between related parties including the importer/exporter. A chat management module 202 to be provided, a document generation management module 203 that automatically generates and supports creation of trade-related documents based on various information taken into the trade support platform, and conducts various communications associated with trade-related business support services. A communication module 204 is provided.

On the other hand, the importer terminal 121 includes a data input management module 301 for inputting information on the importer and managing the input information on the importer, a data transmission/reception module 302 for transmitting/receiving various data, and a chat with related parties. It has a chat call module 303 that provides trade-related business support services by communication.

(Trade-related procedure support processing of this embodiment)
The trade-related procedure support processing of this embodiment will be described with reference to FIGS. FIG. 4 is a diagram for explaining the overall flow of an example of trade-related business support processing according to one embodiment of the present invention, and FIG. 5 is a diagram showing an example of the login screen of the trade support platform according to this embodiment. is. FIG. 6 is a diagram showing an example of a product information provision screen in the trade support platform of one embodiment of the present invention, and FIG. 7 is a diagram showing an example of a message communication screen of the trade support platform of this embodiment. FIG. 12 is a diagram showing an example of a screen providing detailed information on products in the trade support platform of one embodiment of the present invention, and FIG. 13 is a screen providing a concierge processing function in the trade support platform of this embodiment. It is a figure which shows an example.

Manufacturers who are thinking of expanding their products overseas and companies that are trying to distribute domestically marketed products overseas should enter their company information into the trade support platform 501 in advance and register as a member. (Step S401), it is possible to log in by entering the ID 502 and password 503 set on the login screen 501 of the trade support platform. Manufacturers and companies registered as members log in to the trade support platform, and then register product information for overseas expansion (step S402), so that the trade-related procedure server collects information based on the provided information. , when the buyer selects product information 506 on the trade support platform 501, the buyer can view the product information providing screen 601 shown in FIG. The product information providing screen 601 in FIG. 6 lists images 602 and 603 of products to be provided. When the images are clicked, detailed information 1201 as shown in FIG. You can check the terms and conditions of sale. In this embodiment, product images are listed and clicked to display detailed information. It can also be used as a method.

If there is a purchase offer from a Japanese or a foreigner living overseas after seeing the product information (Yes in step S403), the trade-related procedure server notifies the exporter to that effect. A chat screen 701 as shown in 7 is displayed. On the chat screen 701 shown in FIG. 7, after that, chat communication can be performed with the importer who provided the offer, and specific transaction details can be adjusted (step S404). As shown in FIG. 7, in chat communication, in response to a message 702 from an importer, a message 703 from an exporter and a message 704 from other parties are exchanged to share information and adjust the content of a sales contract. can proceed to agreement. When the exporter and importer reach an agreement, the exporter selects the document preparation support process of document support 510 shown in FIG. 5 to prepare trade-related documents such as invoices under the support of the trade support platform ( Step S405) will be described in detail in document creation support processing of the present embodiment below.

Further, when the delivery processing function 508 is selected, delivery arrangement support processing is executed. In this embodiment, since the transaction is overseas, the buyer's payment is deposited and the transaction is made safe by coordinating with the delivery of the product so that the payment is made to the seller after the delivery is completed. I am planning. That is, basically, the seller can perform the delivery process on the condition that the buyer deposits the money, and the deposited money can be remitted to the seller on the condition that the shipping company completes the delivery. Any method known in the technical field can be used for the method of requesting delivery to the carrier and the specific procedures, but in general, when a delivery is requested, unique delivery identification information is given. , obtains the shipping identification information from the seller or himself, and proceeds on that basis. When the seller requests the carrier for delivery, the delivery identification information is set, and the delivery identification information can be acquired in association with the corresponding transaction by being notified of this or contacted by the carrier. Specifically, when delivery processing is performed and delivery identification information is set, arrival confirmation is set so that a notification is received when delivery is completed. Currently, most of domestic and foreign shipping companies have their own or external organizations and companies such as related information processing companies, and have delivery management and tracking systems for the packages they handle. Information is also available in real time. In recent years, not only tracking systems for individual shipping companies, but also companies that collect and provide information from multiple shipping companies have emerged. information can also be used. In this embodiment, a service such as AfterShip, for example, enables tracking of major shipping companies including those overseas, but is not limited to this, and similar services provided by various companies can also be used. Confirmation of arrival depends on the tracking service used, but in this embodiment, as described above, the delivery identification information is set, and when the delivery is completed (when the buyer receives the product), a notification to that effect is received. Since it is set in advance, it is possible to wait for a notification from the tracking service that the specified package has arrived and then perform the subsequent processing. Here, the delivery identification information can be an inquiry number set when a delivery request is made to the carrier, but is not limited to this, and can be any number such as a product number as long as the package to be delivered can be specified. It can also be identifying information.

Furthermore, when the concierge 509 of the trade support platform 501 is selected, as shown in FIG. 13, companies 1302 and organizations 1303 that specifically support trade-related businesses are registered in advance, and the registered companies and organizations are listed. When a screen 1301 is displayed and a consultation button 1304 is pressed, it is possible to connect to a necessary company or institution and make a consultation or request.

(Document creation support processing of this embodiment)
Document creation support processing according to the present embodiment will be described with reference to FIGS. FIG. 8 is a diagram for explaining the flow of an example of shipping document creation processing in the trade support platform of one embodiment of the present invention, and FIG. 9 is an example of a shipping document creation screen in the trade support platform of this embodiment. It is a figure which shows. Further, FIG. 10 is a diagram showing an example of a temporary generation screen of shipping documents in the trade support platform of one embodiment of the present invention, and FIG. 11 shows an example of the database used in the trade support platform of this embodiment. It is a diagram.

First, when the exporter selects the document generation 510 of the trade support platform, a selection screen 901 such as that shown in FIG. Although displayed, it is not limited to this, and various documents required for trade-related procedures can be selected. In the present embodiment, support for creating an invoice will be described below as an example.

When the invoice packing list 902 is selected in FIG. 9, the document preparation support processing of this embodiment is started. In general, manufacturers and retailers provide product information on their own websites, even for products for the domestic market. , domestic sales-related sites, etc. (step S801). Specifically, when the exporter registers the product information, the information is collected from the information providing site such as the company's own site, so the extracted data is stored in the document data 1101 shown in FIG. Here, in this embodiment, the product information of the target product is extracted from the domestic sales-related site, but it is not limited to this. can also be used. When information is collected, most of the trade-related documents have a certain format, so it is possible to embed the extracted product information of the products to be expanded overseas into the template of the trade-related documents in the prescribed format. Yes (step S802).

Until the contract agreement is reached, the exporter and the importer exchange information such as questions and answers through chat communication, etc., and these exchanges include various Information necessary for trade-related procedures is attached, and various information necessary for document preparation is exchanged. As described above, necessary data other than product information are extracted from trade-related documents from the data communicated with parties involved in trade-related procedures (step S803), A document is temporarily generated by further incorporating the extracted necessary data, and the document 1001 is displayed as shown in FIG. 10 (step S804). In this display, it is also possible to highlight the items necessary for replenishment and prompt for input.

Specifically, necessary data other than the extracted product information are further stored in the document data 1101 in which the product information shown in FIG. to be displayed. In the present embodiment, necessary data other than product information is extracted at this stage, but regardless of this, necessary data can be extracted in advance at the time of information exchange by chat as shown in FIG. 7, for example.

The data obtained in S801 to S803 are incorporated into the displayed document 1001, but a document creator such as an exporter checks the displayed document, and if the document has been completed by the above processes, supplements it. (No in step S805), the document can be output as it is. Normally, there is other data that needs to be input, so the necessary data is supplemented by the document creator, stored in the document data 1101 (Yes in step S805), and the supplemented document is output. Here, in addition to electronic data such as PDF, the output is in any form known in the technical field, such as printing on paper, and is output by any method that can be used for commercial transactions or procedures. can be done.

As described above, by using this embodiment, it is possible to use the trade support platform without having to prepare data in advance or input data again, even if you do not have specialized knowledge or experience related to trade. You can easily prepare the necessary documents with support.

101 Trade-related procedure support server 103 Networks 111, 112 Exporter terminals 121, 122 Importer terminal 501 Login screen 601 Product information provision screen 701 Message communication screen 901 Shipping document creation screen 1001 Shipping document provisional generation screen 1201 Providing detailed information Screen 1301 Screen for providing concierge processing function

Claims (11)

A support system for supporting trade-related procedures, comprising:
Product information extracting means for extracting product information of a target product to be exported from a site related to domestic sales of the target product;
embedding means for embedding the extracted product information in a template of trade-related documents in a predetermined format;
a necessary data extracting means for extracting necessary data other than the product information for the trade-related documents from data communicated with parties involved in the trade-related procedures;
document generating means for temporarily generating and presenting a document by further incorporating the extracted necessary data into the document template in which the product information is embedded, and generating supplemented trade-related documents. system. 2. The support system according to claim 1, wherein said trade-related document is a shipping document. 3. The support system according to claim 1 or 2, wherein the data communicated with the parties involved in the trade-related procedures are exchanged by chat. 4. A method according to any one of claims 1 to 3, wherein the data communicated between parties involved in trade-related procedures includes questions and answers between exporters and importers. support system. 5. The support system according to any one of claims 1 to 4, wherein said document generating means highlights items to be supplemented in said trade-related documents to be supplemented. 6. The support system according to any one of claims 1 to 5, wherein the necessary data other than the product information includes company information or personal information related to exporters and importers. 7. The support system according to any one of claims 1 to 6, further comprising a portal site for providing product information of the target product from a site related to domestic sales of the target product and communication between the concerned parties. . 8. The support system according to any one of claims 1 to 7, further comprising address receiving means for receiving an address of a site related to domestic sales of said target product. 9. The support system according to any one of claims 1 to 8, further comprising chat means for providing chat communication with parties involved in said trade-related procedures. A support method for supporting trade-related procedures, comprising:
a product information extraction step of extracting product information of the target product to be exported from a domestic sales-related site of the target product;
an embedding step of embedding the extracted product information in a template of trade-related documents in a predetermined format;
a necessary data extracting step of extracting necessary data other than the product information for the trade-related document from data communicated with parties involved in the trade-related procedure;
and a document generation step of temporarily generating and presenting a document by further incorporating the extracted necessary data into the document template in which the product information is embedded, and generating supplemented trade-related documents. Method. A program that causes a computer to execute a support method for supporting trade-related procedures, the support method comprising:
a product information extraction step of extracting product information of the target product to be exported from a domestic sales-related site of the target product;
an embedding step of embedding the extracted product information in a template of trade-related documents in a predetermined format;
a necessary data extracting step of extracting necessary data other than the product information for the trade-related document from data communicated with parties involved in the trade-related procedure;
and a document generation step of temporarily generating and presenting a document by further incorporating the extracted necessary data into the document template in which the product information is embedded, and generating supplemented trade-related documents. .

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