JP2024090145A - Document data generation device, control method for document data generation device, and document data generation program - Google Patents

Abstract

The present invention aims to realize a document data generation device capable of generating document data of a different format from document data relating to a business report.
[Solution] The document data generation device (10) comprises an extraction unit (121) that extracts rewrite elements contained in template data, and a generation unit (122) that generates second document data in which the content of each rewrite element of the template data is rewritten using a corresponding element among a plurality of elements in the first document data that corresponds to the rewrite element.
[Selected Figure] Figure 1

Description

The present invention relates to a document data generation device, a control method for a document data generation device, and a document data generation program.

Technology is known that generates new document data in a different format, such as a different language, format, or notation, from document data by re-laying out the document data. For example, JP-A-7-105216 describes a document logical structure processing method that performs processes such as conversion and processing of document data that correspond to its logical structure.

Japanese Patent Application Laid-Open No. 7-105216

Among technologies for generating document data of different formats from document data, there is a demand for technology for generating document data of different formats from document data related to business reports.

However, the above-mentioned conventional technologies are merely technologies for generating document data of a different format from simple document data, and are not technologies for generating document data of a different format from document data related to business reports. Furthermore, while there have been conventional technologies for extracting numerical information from data related to business reports and displaying it in graphs such as sales revenue and operating profits, or graphs comparing profits with other companies, there is no technology for generating document data of a different format from document data related to business reports.

One aspect of the present invention aims to realize a document data generation device and related technology that can generate document data of different formats from document data related to business reports.

In order to solve the above problem, a document data generation device according to one aspect of the present invention is a document data generation device that generates second document data from first document data related to a business report, which includes a plurality of tagged elements, and includes an extraction unit that extracts rewrite elements to be rewritten that are included in template data of the second document data, and a generation unit that generates the second document data by rewriting the content of each rewrite element of the template data using a corresponding element among the plurality of elements in the first document data that corresponds to the rewrite element.

A document data generation device according to one aspect of the present invention is a control method for generating second document data from first document data relating to a business report, the first document data including a plurality of tagged elements, the control method including an extraction step in which the document data generation device extracts rewrite elements to be rewritten, which are included in template data of the second document data, and a generation step in which the document data generation device generates the second document data by rewriting the content of each rewrite element of the template data using a corresponding element among the plurality of elements in the first document data that corresponds to the rewrite element.

The document data generation device according to each aspect of the present invention may be realized by a computer. In this case, the document data generation program that causes a computer to operate as each unit (software element) of the document data generation device to realize the document data generation device on a computer, and the computer-readable recording medium on which the program is recorded, also fall within the scope of the present invention.

According to one aspect of the present invention, it is possible to realize a document data generation device and related technology capable of generating document data of different formats from document data related to business reports.

1 is a block diagram showing a configuration of a document data generation device according to a first embodiment. 4 is a flowchart showing the flow of a control method of the document data generation apparatus according to the first embodiment. FIG. 4 is a diagram showing an example of first document data. FIG. 11 is a diagram showing an example of template data of second document data. FIG. 11 is a diagram showing an example of second document data. FIG. 11 is a block diagram showing a configuration of a document data generation device according to a second embodiment. FIG. 11 is a flowchart showing the flow of a control method of a document data generation apparatus according to a second embodiment.

<Embodiment 1>
The document data generation apparatus 10 and the control method S1 for the document data generation apparatus according to the first embodiment of the present invention will be described below.

[Document data generation device 10]
The document data generation device 10 will be described with reference to FIG. 1. FIG. 1 is a block diagram showing an example of the configuration of document data generation device 10 according to the first embodiment. Document data generation device 10 generates second document data from first document data. Both the first document data and the second document data are documents related to business reports, and the first document data includes a plurality of tagged elements. As shown in FIG. 1, document data generation device 10 includes an acquisition unit 11, a control unit 12, and a display unit 13.

As an example, the first document data may be a submitted business report using XBRL (eXtensible Business Reporting Language). As another example, the first document data may be a PDF (Portable Document Format) file, a Word file, a PowerPoint file, or an HTML (Hyper Text Markup Language) file, etc., in which XBRL-compliant tagging has been manually performed in advance. The document data generation device 10 is likely to generate second document data of a different format from first document data related to business reports, particularly from first document data using XBRL. Examples of second document data include translations of the first document data. That is, the document data generation device 10 can generate second document data that is a translation of the first document data from the first document data as second document data of a different format.

[Acquisition unit 11]
The acquiring unit 11 acquires the first document data.

[Control unit 12]
The control unit 12 controls the document data generation device 10. As shown in FIG.

(Extraction Unit 121)
The extraction unit 121 extracts rewrite elements to be rewritten, which are included in the template data of the second document data. The template data of the second document data may be Japanese text, or may be a translation of Japanese text, such as English text.

(Generation unit 122)
The generating unit 122 generates second document data by rewriting the content of each rewrite element of the template data using a corresponding element, among a plurality of elements in the first document data, that corresponds to the rewrite element.

[Display unit 13]
The display unit 13 displays document data such as the first document data and the second document data.

[Control method S1 of document data generation device]
The control method S1 of the document data generation device will be described below with reference to Figs. 2 to 5. Fig. 2 is a flow diagram showing an example of the control method S1 of the document data generation device according to the first embodiment. Fig. 3 is a diagram showing an example of first document data D1. Fig. 4 is a diagram showing an example of template data TD of second document data. Fig. 5 is a diagram showing an example of second document data D2. The control method S1 of the document data generation device generates second document data from first document data related to a business report, which includes a plurality of tagged elements. As shown in Fig. 2, the control method S1 of the document data generation device includes an acquisition step S11, an extraction step S12, a generation step S13, and a display step S14.

[Obtaining step S11]
In the acquisition step S11, the acquisition unit 11 of the document data generation device 10 acquires first document data input from the outside to the document data generation device 10. For example, the acquisition unit 11 may acquire the first document data D1 shown in FIG.

[Extraction step S12]
In the extraction step S12, the extraction unit 121 of the document data generation device 10 extracts rewrite elements to be rewritten, which are included in the template data of the second document data. For example, the extraction unit 121 extracts elements C11 to C19 included in the template data TD shown in FIG. 4 as rewrite elements. The extraction unit 121 may extract the rewrite elements based on the attribute values of the elements C11 to C19 included in the template data TD. For example, the attribute values may be those using HTML (Hyper Text Markup Language) 5 data, and in this case, the attribute values may include at least one of the following (I) to (XI). By including at least one of these attribute values, the extraction unit 121 can extract the rewrite elements from the template data TD with high accuracy.

(I) data-abs, which points to an element in XBRL and displays all of the child elements of that element
(II) data-context, which specifies the context information in the XBRL to be displayed as a date
(III) data-format to specify the format to be displayed
(IV) data-id, which refers to the ID attribute included in the XBRL
(V) A data keyword that specifies the period information of the value to be displayed.
(VI) data-member specifying the Member attribute included in XBRL
(VII) data-nilable that specifies whether the corresponding part can be deleted
(VIII) data-period that specifies the type of date to display
(IX) data-type, which is the identifier of the item to be displayed
(X) data-unit, which is the identifier of the unit to be displayed
(XI) Data-role that refers to a division in XBRL

The above (I) data-abs is used when creating the table itself. In XBRL, the order of account items is a tree structure, so by specifying the elements in the XBRL that the user wishes to display using the above (I) data-abs, the order of child elements and the English labels defined in the XBRL can be obtained.

Although XBRL has date information that indicates the validity period of the actual value, the purpose of XBRL is not to display the date information itself when controlling information. Instead, when using that date information in row headings, etc., the above-mentioned (II) data-context is specified as the attribute value.

The above (III) data-format allows you to specify the date format used in English, such as "MMMM d, yyyy" for dates.

The above (IV) data-id is used when displaying an independent item such as a company name.

The above-mentioned (V) data-keyword is used when creating the table itself by specifying information that indicates the validity period of the actual values to be displayed for each row or column.

The above (VI) data-member is used in conjunction with the above (IV) data-id (ID attribute) since it is configured as a two-dimensional table using the XBRL Dimension specification in the summary and variation plan.

The above (VII) data-nilable is used in items where entry is optional, to delete the relevant period if there is no entry.

The above-mentioned (VIII) data-period is used in conjunction with the data-content attribute to specify whether to display the start date, end date, or time included in the date information that represents the validity period of the actual XBRL value.

The above (IX) data-type specifies the type of data, such as date, heading, range, numerical value, or natural language, and specifies where the data is to be displayed, and is used in combination with other attributes.

The (X) data-unit mentioned above is used to display a fixed unit or a unit associated with a real value.

The above (XI) data-role indicates the classification in XBRL, such as balance sheets and income statements. In financial statements, different tables are set to display different Japanese labels even for the same element. With this in mind, by specifying which table it is displayed in, it is possible to display an English label that matches the Japanese notation.

(An example of the extraction step S12)
An example of the extraction step S12 in which the extraction unit 121 extracts rewrite elements based on the attribute values of the elements C11 to C19 included in the template data TD will be described below with reference to FIG.

Here, in element C11, Company Name is set as the above-mentioned (IV) data-id, and Current Year is set as the above-mentioned (II) data-context as attribute values (linked). In this case, the extraction unit 121 extracts Company Name in Current Year as a rewrite element based on the attribute values.

Element C12 has the attribute values set as (IX) data-type above, the unit as (XI) data-role above, the consolidated operating results as (XI), and the unit of the table as (III) data-format above. In this case, the extraction unit 121 extracts the unit of the consolidated operating results in the table as a rewrite element.

Element C13 has the attribute values set as the above-mentioned (IX) data-type, which is the date, and as the above-mentioned (II) data-context, which is the Current Year. In this case, the extraction unit 121 extracts the Current Year date as the rewrite element.

Element C14 has the attribute values set as the above-mentioned (IX) data-type, which is the date, and as the above-mentioned (II) data-context, which is the Prior1 Year. In this case, the extraction unit 121 extracts the date of Prior1 Year as a rewrite element.

Element C15 has the attribute values set as the above (IX) data-type, Net Sales as the above (IV) data-id, and consolidated business results as the above (XI) data-role. In this case, the extraction unit 121 extracts the Net Sales heading from the consolidated business results as a rewrite element.

Element C16 has the attribute values set as the above (IX) data-type "unit," the above (IV) data-id "Net Sales," and the above (XI) data-role "consolidated business results." In this case, the extraction unit 121 extracts the unit of Net Sales from the consolidated business results as a rewrite element.

Element C17 has the attribute values set as the above (IV) data-id, Net Sales, the above (XI) data-role, consolidated business results, and the above (V) data-keyword, Current Year. In this case, the extraction unit 121 extracts Net Sales from Current Year as a rewrite element from the consolidated business results.

Element C18 has the attribute values set as the above (IV) data-id, Net Sales, the above (XI) data-role, consolidated business results, and the above (II) data-context, Prior1 Year. In this case, the extraction unit 121 extracts Net Sales of Prior1 Year from the consolidated business results as a rewrite element.

In element C19, attribute values are set as the above-mentioned (IV) data-id, as the above-mentioned (II) data-context, as Current Year, and as the above-mentioned (VII) data-nilable, as true. In this case, the extraction unit 121 extracts Changes In Accounting Estimates of Current Year as true, as a rewrite element.

[Generation step S13]
In the generating step S13, the generating unit 122 of the document data generating device 10 generates second document data by rewriting the contents of each rewrite element of the template data using a corresponding element among the multiple elements in the first document data, which corresponds to the rewrite element. This makes it possible to generate second document data having a different format from the first document data regarding the business report.

(An example of the generating step S13)
An example of the generating step S13 will be described below with reference to Figures 3 to 5. The generating unit 122 generates the second document data D2 shown in Figure 5 by rewriting the contents of each rewrite element of the template data TD shown in Figure 4 using corresponding elements C1 to C9 corresponding to the rewrite elements among the multiple elements in the first document data D1 shown in Figure 3.

The generating unit 122 may identify a corresponding element in the first document data D1 that corresponds to each rewrite element in the template data TD based on the attribute value of the rewrite element. This allows the generating unit 122 to identify and acquire information from the first document data D1 that is necessary for generating the second document data D2 from the first document data D1.

For example, the generation unit 122 identifies a corresponding element C1 that corresponds to a rewrite element based on an attribute value of the Company Name in Current Year, which is a rewrite element extracted from element C11 in the template data TD. In this case, the generation unit 122 identifies an element to which a tag corresponding to the attribute values (IV) data-id and (II) data-context is attached as the corresponding element C1.

The generation unit 122 identifies a corresponding element C2 that corresponds to the rewrite element based on the attribute value of the unit of consolidated business performance in the table, which is the rewrite element extracted from element C12 in the template data TD. In this case, the generation unit 122 identifies an element that is tagged with the attribute values (IX) data-type and (XI) data-role as the corresponding element C2.

The generation unit 122 identifies a corresponding element C3 that corresponds to the rewrite element based on the attribute value of the Current Year date, which is a rewrite element extracted from element C13 in the template data TD. In this case, the generation unit 122 identifies an element to which a tag corresponding to the attribute values (IX) data-type and (II) data-context is attached as the corresponding element C3.

The generating unit 122 identifies a corresponding element C4 that corresponds to the rewrite element based on the date of Prior1 Year, which is a rewrite element extracted from element C14 in the template data TD. In this case, the generating unit 122 identifies an element to which a tag corresponding to the attribute value (IX) data-type and the above-mentioned (II) data-context is attached as the corresponding element C4.

The generating unit 122 identifies a corresponding element C5 that corresponds to the rewrite element based on the Net Sales heading in the consolidated business results, which is a rewrite element extracted from element C15 in the template data TD. In this case, the generating unit 122 identifies an element that is tagged with the attribute values (IX) data-type, (IV) data-id, and (XI) data-role as the corresponding element C5.

The generating unit 122 identifies a corresponding element C6 that corresponds to the rewrite element extracted from element C16 in the template data TD, based on the unit of Net Sales in the consolidated business performance. In this case, the generating unit 122 identifies an element that is tagged with the attribute values (IX) data-type, (IV) data-id, and (XI) data-role as the corresponding element C6.

The generating unit 122 identifies a corresponding element C7 that corresponds to the rewrite element extracted from element C17 in the template data TD, based on the unit of Net Sales in the consolidated business performance. In this case, the generating unit 122 identifies an element that is tagged with the attribute values (IV) data-id, (XI) data-role, and (V) data-keyword as the corresponding element C7.

The generating unit 122 identifies a corresponding element C8 that corresponds to the rewrite element extracted from element C18 in the template data TD, based on the Net Sales for Prior 1 Year in the consolidated sales results, which is a rewrite element extracted from element C18 in the template data TD. In this case, the generating unit 122 identifies an element that is tagged with tags that correspond to the attribute values (IV) data-id, (XI) data-role, and (II) data-context as the corresponding element C8.

The generation unit 122 identifies a corresponding element C9 that corresponds to the rewrite element extracted from element C19 in the template data TD, based on the fact that Changes In Accounting Estimates of Current Year is true. In this case, the generation unit 122 identifies an element that is tagged with the attribute values (IV) data-id, (II) data-context, and (VII) data-nilable as the corresponding element C9.

The generating unit 122 may rewrite the content of the rewrite element to the corresponding element, or may rewrite the content of at least a part of the rewrite element to post-conversion content obtained by converting the content of the corresponding element according to the attribute value of the rewrite element. This allows the generating unit 122 to rewrite the content of the rewrite element to post-conversion content that conforms to the format of the second document data D2.

The generating unit 122 may also rewrite the content of at least a portion of the rewritten elements to translated content obtained by machine translating the content of the corresponding element using the attribute values of the rewritten elements as parameters. This allows the generating unit 122 to rewrite the corresponding element to the translated content according to the rewritten element, compared to a case where the content of at least a portion of the rewritten elements is directly machine translated. As a result, spelling variations and machine translation costs are reduced.

For example, the generation unit 122 may rewrite the content of Company Name in Current Year, which is a rewrite element extracted from element C11 in template data TD, to the corresponding element C1. Here, the attribute values of the rewrite element are the above-mentioned (IV) data-id and the above-mentioned (II) data-context. Therefore, as in the examples shown in Figures 3 to 5, the generation unit 122 may directly reflect the name of the company in the corresponding element C1 in the first document data D1 to element C11 in the template data TD. Then, as shown in the second document data D2 in Figure 5, the generation unit 122 may rewrite the name to translated content C21 machine-translated into English.

The generating unit 122 may replace the content of the unit of consolidated business performance, which is a rewrite element extracted from element C12 in the template data TD, with the corresponding element C2. Here, the attribute values of the rewrite element are the above-mentioned (IX) data-type and (XI) data-role. Therefore, the generating unit 122 may rewrite the content of the rewrite element extracted from element C12, "Percentage increase/decrease from previous period," to "Year-on-year change," which is a converted content obtained by changing the content of the corresponding element according to the attribute value. The generating unit 122 may then replace the converted content with translated content C22, which is machine-translated into English as "year-on-year changes," as shown in the second document data D2 in FIG. 5.

The generating unit 122 may replace the content of the date of Current Year, which is a rewrite element extracted from element C13 in the template data TD, with the corresponding element C3. Here, the attribute values of the rewrite element are the above-mentioned (IX) data-type and (II) data-context. Therefore, the generating unit 122 may rewrite the content of the rewrite element extracted from element C13, "FY2022 ending March", to "March 31, 2022", which is the converted content obtained by converting the content of the corresponding element according to the attribute value. Then, the generating unit 122 may replace the converted content with the translated content C23, which is machine-translated into English as "March 31, 2022", as shown in the second document data D2 in FIG. 5.

The generating unit 122 may replace the content of the date of Prior1 Year, which is a rewrite element extracted from element C14 in the template data TD, with the corresponding element C4. Here, the attribute values of the rewrite element are the above-mentioned (IX) data-type and the above-mentioned (II) data-context. Therefore, the generating unit 122 may rewrite the content of the rewrite element extracted from element C14, "FY2021 ending March", to "March 31, 2021", which is the converted content obtained by converting the content of the corresponding element according to the attribute value. Then, as shown in the second document data D2 in FIG. 5, the generating unit 122 may replace the converted content with the translated content C24, which is machine-translated into English as "March 31, 2021".

The generating unit 122 may replace the contents of the heading "Net Sales" in the consolidated business results, which is a rewrite element extracted from element C15 in the template data TD, with the corresponding element C5. Here, the attribute values of the rewrite element are the above-mentioned (IX) data-type, the above-mentioned (IV) data-id, and the above-mentioned (XI) data-role. Therefore, as in the examples shown in FIGS. 3 to 5, the generating unit 122 may directly reflect the "Sales Amount" of the corresponding element C5 in the first document data D1 in element C15 in the template data TD. Then, as shown in the second document data D2 in FIG. 5, the generating unit 122 may rewrite "Sales Amount" with the translated content C25, which is machine-translated into English as "Net Sales".

The generating unit 122 may replace the content of the Net Sales unit in the consolidated business performance, which is a rewrite element extracted from the element C16 in the template data TD, with the corresponding element C6. Here, the attribute values of the rewrite element are the above-mentioned (IX) data-type, the above-mentioned (IV) data-id, and the above-mentioned (XI) data-role. Therefore, as in the examples shown in FIGS. 3 to 5, the generating unit 122 may directly reflect the "million yen" of the corresponding element C6 in the first document data D1 in the element C16 in the template data TD. Then, as shown in the second document data D2 in FIG. 5, the generating unit 122 may rewrite "million yen" into translated content C26, which is machine-translated into English as "Millions of yen".

The generating unit 122 may replace the content of the Net Sales unit in the consolidated business results, which is a rewrite element extracted from element C17 in the template data TD, with the corresponding element C7. Here, the attribute values of the rewrite element are the above-mentioned (IV) data-id, the above-mentioned (XI) data-role, and the above-mentioned (V) data-keyword. Therefore, as in the examples shown in Figures 3 to 5, the generating unit 122 may directly reflect the corresponding element C7 in the first document data D1 in element C17 in the template data TD. Because the corresponding element C7 is a numerical value, the generating unit 122 does not need to rewrite the numerical value of the corresponding element C7 with the translated content machine-translated into English.

The generating unit 122 may replace the content of Net Sales for Prior 1 Year in the consolidated sales results, which is a rewrite element extracted from element C18 in the template data TD, with the corresponding element C8. Here, the attribute values of the rewrite element are the above-mentioned (IV) data-id, the above-mentioned (XI) data-role, and the above-mentioned (II) data-context. Therefore, as in the examples shown in Figures 3 to 5, the generating unit 122 may directly reflect the corresponding element C8 in the first document data D1 in element C18 in the template data TD. Because the corresponding element C8 is a numerical value, the generating unit 122 does not need to rewrite the numerical value of the corresponding element C8 with the translated content machine-translated into English.

The generating unit 122 may replace the content of the rewrite element extracted from the element C19 in the template data TD, in which Changes In Accounting Estimates of Current Year is true, with the corresponding element C9. Here, the attribute values of the rewrite element are the above-mentioned (IV) data-id, the above-mentioned (II) data-context, and the above-mentioned (VII) data-nilable. Therefore, as in the examples shown in FIGS. 3 to 5, the generating unit 122 may directly reflect the "None" of the corresponding element C9 in the first document data D1 in the element C19 in the template data TD. Then, as shown in the second document data D2 in FIG. 5, the generating unit 122 may rewrite "None" to the translated content C29, which is machine-translated into English as "None".

If the rewrite element extracted from element C19 in template data TD is "false" instead of "true" and the corresponding element C9 does not exist as an actual value, the generation unit 122 may delete the arbitrary description T1 from the first character. This allows the generation unit 122 to delete unnecessary descriptions (locations) in the template data TD. In the above example, the case where the element C19 is included is described as an arbitrary description T11, but the element C19 is not limited to an arbitrary description and may be, for example, an arbitrary table. In this case, if the rewrite element extracted from element C19 is "false" instead of "true" and the corresponding element C9 does not exist as an actual value, the arbitrary table may be deleted. This allows the generation unit 122 to delete unnecessary descriptions in the template data TD.

[Display step S14]
In a display step S14, the display unit 13 of the document data generation device 10 displays the second document data. For example, the display unit 13 displays the second document data D2 shown in FIG.

<Embodiment 2>
Hereinafter, a document data generation device 10X according to the second embodiment will be described. For convenience of explanation, the same reference numerals are given to components having the same functions as those described in the above embodiment, and the explanation thereof will be omitted.

[Document data generation device 10X]
6 is a block diagram showing an example of a configuration of a document data generation device 10X according to the second embodiment. Document data generation device 10X includes a control unit 12X instead of control unit 12 in the first embodiment.

[Control unit 12X]
The control unit 12X includes an extraction unit 121X and a display unit 13X instead of the extraction unit 121 and the display unit 13 in the first embodiment, and further includes a second generation unit 123. Except for this, the control unit 12X is similar to the control unit 12 in the first embodiment.

(Extraction unit 121X)
The extraction unit 121X extracts rewrite elements to be rewritten, which are included in the template data of the third document data (summary excerpt material) including a graph and a document.

The format of the graph is not particularly limited, but examples include bar graphs. The template data of the third document data may be composed of two templates, a graph template and a document template, or may be composed of one template including a graph and a document. Even if the template of the third document data is composed of two templates, the second generation unit 123 can ultimately generate one piece of third document data by integrating these templates. The document or document template data included in the template data of the third document may be Japanese text, or may be a translation of Japanese text, such as English text.

(Second Generation Unit 123)
The second generating unit 123 generates third document data by summarizing the first document data from the first document data. Specifically, the second generating unit 123 generates third document data by rewriting the contents of each rewrite element of the template data of the third document data by using a corresponding element in the first document data that corresponds to the rewrite element. This makes it possible to generate third document data by summarizing the first document data related to a business report from the first document data.

[Display unit 13X]
The display unit 13X further displays the third document data.

[Control method S1X of document data generation device]
The control method S1X of the document data generation device will be described below with reference to Fig. 7. Fig. 7 is a flow diagram showing an example of the control method S1X of the document data generation device according to the second embodiment. The control method S1X of the document data generation device includes an acquisition step S21, an extraction step S22, a generation step S23, a second generation step S24, and a display step S25. The acquisition step S21 and the generation step S23 are similar to the acquisition steps S11 and S13 in the first embodiment.

[Extraction step S22]
In the extraction step S22, the extraction unit 121X of the document data generation device 10X extracts rewrite elements to be rewritten that are included in the template data of the third document data including a graph and a document. For example, when the template of the third document data is composed of two templates, a graph template and a document template, the extraction unit 121X may extract rewrite elements included in each of the graph template and the document template. When the template of the third document data is composed of one template including a graph and a document, the extraction unit 121X may extract rewrite elements included in the one template.

The extraction unit 121X may extract rewrite elements based on the attribute values of elements included in the template data of the third document data. For example, if the template of the third document data is composed of two templates, a graph template and a document template, the extraction unit 121X may extract rewrite elements based on the attribute values of elements included in each of these templates. If the template of the third document data is composed of one template including a graph and a document, the extraction unit 121X may extract rewrite elements based on the attribute values of elements included in the one template.

[Second generation step S24]
In a second generating step S24, the second generating unit 123 of the document data generating device 10X generates third document data that summarizes the first document data from the first document data. Specifically, the second generating unit 123 generates the third document data by rewriting the contents of each rewrite element of the template data of the third document data using a corresponding element in the first document data that corresponds to the rewrite element.

Below, as an example, a case will be described in which the templates of the third document data are composed of two templates, a graph template and a document template. In this case, the second generation unit 123 replaces the content of each rewrite element included in each of the graph template and the document template with the corresponding element in the first document data D1 shown in FIG. 3 that corresponds to the rewrite element.

An example of a rewrite element included in the graph template is a bar graph. An example of a corresponding element for the rewrite element is the corresponding elements C3 to C8 included in the table in the first document data D1. An example of a rewrite element included in the document template is the name of a listed company. An example of a corresponding element for the rewrite element is the corresponding element C1 indicating the name of a listed company in the first document data D1. Next, the second generation unit 123 generates third document data by integrating the above-mentioned two templates in which the content of each rewrite element has been replaced with the corresponding element.

As another example, a case will be described where the template of the third document data is composed of one template including a graph and a document. In this case, the second generation unit 123 generates the third document data by rewriting the contents of the rewrite elements included in the one template using corresponding elements in the first document data shown in FIG. 3 that correspond to the rewrite elements. Among the rewrite elements included in the one template, a rewrite element corresponding to a graph can be, for example, a bar graph, and a rewrite element corresponding to a document can be, for example, a listed company.

In the above example, a case is described in which the corresponding elements corresponding to the graph in the graph template or one template are corresponding elements C3 to C8 included in the table in the first document data D1. However, if the first document data D1 includes a graph instead of a table, the corresponding elements corresponding to the graph in the graph template or one template may be corresponding elements included in the graph in the first document data D1. In this case, the second generation unit 123 may generate third document data that has a different format, such as the layout or shape of the graph in the first document data D1.

[Display step S25]
In a display step S25, display unit 13X of document data generation device 10X displays the third document data. For example, display unit 13X displays the third document data in which an arbitrary description T1 including corresponding element C9 in first document data D1 is deleted and a table including corresponding elements C3 to C8 is rewritten into a bar graph.

[Software implementation example]
The functions of document data generation devices 10 and 10X (hereinafter referred to as the "devices") can be realized by a program for causing a computer to function as the device, and a program for causing a computer to function as each control block of the device (particularly each part included in control units 12 and 12X).

In this case, the device includes a computer having at least one control device (e.g., a processor) and at least one storage device (e.g., a memory) as hardware for executing the program. The functions described in each of the above embodiments are realized by executing the program using the control device and storage device.

The program may be recorded on one or more computer-readable recording media, not on a temporary basis. The recording media may or may not be included in the device. In the latter case, the program may be supplied to the device via any wired or wireless transmission medium.

In addition, some or all of the functions of each of the above control blocks can be realized by a logic circuit. For example, an integrated circuit in which a logic circuit that functions as each of the above control blocks is formed is also included in the scope of the present invention. In addition, it is also possible to realize the functions of each of the above control blocks by, for example, a quantum computer.

The processes described in each of the above embodiments may be executed by AI (Artificial Intelligence). In this case, the AI may run on the control device, or on another device (such as an edge computer or a cloud server).

[Additional Notes]
A document data generation device according to a first aspect of the present invention is a document data generation device that generates second document data from first document data relating to a business report, the first document data including a plurality of tagged elements, and includes an extraction unit that extracts rewrite elements to be rewritten, which are included in template data of the second document data, and a generation unit that generates the second document data by rewriting the content of each rewrite element of the template data using a corresponding element among the plurality of elements in the first document data that corresponds to the rewrite element.

In the document data generation device according to aspect 2 of the present invention, in the above aspect 1, XBRL may be used for the first document data.

In the document data generation device according to aspect 3 of the present invention, in the above aspect 1 or 2, the extraction unit may extract the rewrite elements based on attribute values of each element included in the template data, and the generation unit may identify corresponding elements that correspond to the rewrite elements based on attribute values possessed by each rewrite element.

In the document data generation device according to aspect 4 of the present invention, in the above aspect 3, the generation unit may rewrite the content of at least a part of the rewrite elements to converted content obtained by converting the content of the corresponding elements according to the attribute value of the rewrite elements.

In the document data generation device according to aspect 5 of the present invention, in any one of aspects 1 to 4 above, the second document data may be a translation of the first document data.

In the document data generation device according to aspect 6 of the present invention, in the above aspect 5, the generation unit may rewrite the content of at least a part of the rewrite elements into translated content obtained by machine-translating the content of the corresponding elements using attribute values of the rewrite elements as parameters.

The document data generation device according to aspect 7 of the present invention may be any one of aspects 1 to 6 above, further comprising a second generation unit configured to generate third document data summarizing the first document data from the first document data, the extraction unit extracting rewrite elements to be rewritten that are included in template data of the third document data including graphs and documents, and the second generation unit may generate the third document data by rewriting the content of each rewrite element of the template data of the third document data using a corresponding element in the first document data that corresponds to the rewrite element.

A document data generation device according to aspect 8 of the present invention is any one of aspects 3 to 7 above, wherein the attribute values are (I) data-abs, which indicates an element in the XBRL and displays all of the child elements of the element, (II) data-context, which specifies context information in the XBRL to be displayed as a date, (III) data-format, which specifies the format for display, (IV) data-id, which indicates an ID attribute included in the XBRL, and (V) a value to be displayed. It may include at least one of the following: (VI) data-keyword specifying period information; (VII) data-member specifying Member attributes included in the XBRL; (VII) data-nilable specifying whether or not a corresponding part can be deleted; (VIII) data-period specifying the type of date to be displayed; (IX) identifier of the item to be displayed; (X) identifier of the unit to be displayed; and (XI) data-role indicating a division within the XBRL.

A control method of a document data generation device according to aspect 9 of the present invention is a control method of a document data generation device that generates second document data from first document data related to a business report, the first document data including a plurality of tagged elements, and includes an extraction step in which the document data generation device extracts rewrite elements to be rewritten that are included in template data of the second document data, and a generation step in which the document data generation device generates the second document data by rewriting the content of each rewrite element of the template data using a corresponding element among the plurality of elements in the first document data that corresponds to the rewrite element.

The document data generation device according to each aspect of the present invention may be realized by a computer. In this case, the document data generation program that causes the computer to operate as each unit (software element) of the document data generation device to realize the document data generation device on the computer, and the computer-readable recording medium on which it is recorded, also fall within the scope of the present invention.

The present invention is not limited to the above-described embodiments, and various modifications are possible within the scope of the claims. The technical scope of the present invention also includes embodiments obtained by appropriately combining the technical means disclosed in different embodiments.

The present invention can realize a document data generation device and related technologies that can generate document data of different formats from document data related to business reports. Therefore, the present invention can contribute to the achievement of Goal 9 of the Sustainable Development Goals (SDGs): "Build resilient infrastructure, promote inclusive and sustainable industrialization."

10, 10X Document data generating device 121, 121X Extraction unit 122 Generation unit 123 Second generation unit C1, C2, C3, C4, C5, C6, C7, C8, C9 Corresponding elements C11, C12, C13, C14, C15, C16, C17, C18, C19 Elements C21, C22, C23, C24, C25, C26, C29 Translated content D1 First document data D2 Second document data S1, S1X Control method of document data generating device S11, S21 Acquisition step S12, S22 Extraction step S13, S23 Generation step S14, S25 Display step S24 Second generation step

Claims (10)

A document data generation device that generates second document data from first document data relating to a business report, the first document data including a plurality of tagged elements, comprising:
an extracting unit that extracts a rewrite element to be rewritten, the rewrite element being included in the template data of the second document data;
a generating unit that generates the second document data by rewriting the content of each rewrite element of the template data using a corresponding element among the plurality of elements in the first document data that corresponds to the rewrite element;
A document data generation device comprising: The document data generation device according to claim 1, wherein the first document data uses XBRL (eXtensible Business Reporting Language). The extraction unit extracts the rewrite element based on an attribute value of each element included in the template data,
3. The document data generating apparatus according to claim 2, wherein the generating section identifies a corresponding element that corresponds to each rewrite element based on an attribute value of the rewrite element. The document data generating device according to claim 3, wherein the generating unit rewrites the content of at least some of the rewrite elements to converted content obtained by converting the content of the corresponding element according to the attribute value of the rewrite element. The document data generation device according to claim 4, wherein the second document data is a translation of the first document data. The document data generation device according to claim 5, wherein the generation unit rewrites the content of at least some of the rewrite elements into machine-translated content of the corresponding elements using attribute values of the rewrite elements as parameters. a second generating unit configured to generate third document data by summarizing the first document data from the first document data;
The extraction unit extracts a rewrite element to be rewritten, which is included in template data of the third document data including a graph and a text;
7. The document data generation device according to claim 6, wherein the second generation unit generates the third document data by rewriting the contents of each rewrite element of template data of the third document data using a corresponding element in the first document data that corresponds to the rewrite element. The attribute values are: (I) data-abs, which indicates an element in the XBRL and displays all of the child elements of the element; (II) data-context, which specifies the context information in the XBRL to be displayed as a date; (III) data-format, which specifies the format for display; (IV) data-id, which indicates the ID attribute included in the XBRL; (V) data-keyword, which specifies the period information of the value to be displayed; and (VI) Member attribute included in the XBRL. The document data generation device according to any one of claims 3 to 7, including at least one of (VII) data-member specifying the type of data, (VII) data-nilable specifying whether the corresponding part can be deleted, (VIII) data-period specifying the type of date to be displayed, (IX) data-type being an identifier of the item to be displayed, (X) data-unit being an identifier of the unit to be displayed, and (XI) data-role indicating a division within the XBRL. 1. A method for controlling a document data generation device that generates second document data from first document data relating to a business report, the first document data including a plurality of tagged elements, the method comprising:
an extraction step in which the document data generation device extracts a rewrite element to be rewritten, which is included in template data of the second document data;
a generating step of generating the second document data by the document data generating device by rewriting the content of each rewrite element of the template data using a corresponding element among the plurality of elements in the first document data, the corresponding element being one of the rewrite elements;
A method for controlling a document data generating apparatus, comprising: A document data generation program for causing a computer to function as the document data generation device according to claim 1, the document data generation program causing a computer to function as the extraction unit and the generation unit.

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