JP3197547U - Form creation device - Google Patents

Abstract

The present invention provides a form creation device capable of outputting a normal form and a form for an elderly person by a simple process. A form creation device 10 creates a form such as insurance. The form creation device 10 includes a storage device 25 and a processing unit 29 that creates form data. The storage device 25 stores a customer-specific variable information database 26b, a document-specific variable information database 26a, and a layout information database 27 including layout information for elderly-related forms and layout information for normal forms. The processing unit 29 integrates the layout information selection unit 29b, the selected layout information, the document stored in the customer-specific variable information database 26b, and the document stored in the document-specific variable information database 26a into form data. A form creation unit 29a for creating [Selection] Figure 2

Description

  The present invention relates to a form creation device for creating a form such as insurance.

  In recent years, life insurance companies and non-life insurance companies have developed systems that save form resources as electronic data and use them for printout. For example, as a system for outputting a form requested to be output from a plurality of forms, a document storage unit storing document data in which information such as a term is stored, and a layout indicating a layout when the document data is output A system that includes a database having a layout storage unit that stores a plurality of information, and that outputs a combination of the document data of the requested form and the selected layout information by the control unit ( For example, Patent Document 1).

  There are a huge variety of various notification documents and various forms issued by life insurance companies and non-life insurance companies in contracts for financial products, and a single insurance company uses more than a thousand types of forms. Moreover, strict operation is required for the contents of these forms under the guidance of the Financial Services Agency, which is the supervisory authority.

JP 2014-209314 A

  In recent years, a response to a rapidly aging society has been demanded. For example, contracts for financial products such as insurance require entry of procedural documents and confirmation of necessary documents by the elderly. Therefore, for these forms, a form that is easy to read for elderly customers is required (Guidelines for dealing with the elderly have been issued by the Financial Services Agency, which is the supervisory authority). In addition, it is a heavy burden on life insurance companies and non-life insurance companies to prepare forms for elderly people whose descriptions are almost the same.

  Therefore, one of the objects according to some aspects of the present invention is to provide a form creation device that can output a normal form and a form for elderly people by a simple process.

[Application Example 1]
The form creation device according to this application example is
A form creation device for creating forms such as insurance,
A storage device having a plurality of databases;
A processing unit for creating form data using data stored in the storage device;
Including
The storage device includes a database of variable information for each customer corresponding to each customer, a database of variable information for each document corresponding to each type of form, and layout information including layout information for the elderly correspondence form and layout information for the normal form And memorize the database
The processing unit is stored in a layout information selection unit that selects at least one layout information from the layout information database based on the customer-specific variable information, the selected layout information, and the customer-specific variable information database. And a form creation unit for creating form data by integrating the document stored in the document-specific variable information database.

  According to the form creation device according to this application example, it is possible to output a normal form and a form for an elderly person by a simple process based on customer-specific variable information.

[Application Example 2]
In the form creation device according to this application example,
A printing unit that prints a form based on the form data created by the form creation unit may be further included.

  According to the form creation device according to this application example, it is possible to print a normal form and a form for elderly people.

[Application Example 3]
In the form creation device according to this application example,
The layout information selection unit may select the layout information of the elderly correspondence form or the layout information of the normal form based on the age of the customer included in the customer-specific variable information.

  According to the form creation device according to this application example, it is possible to output a form corresponding to the elderly or a normal form according to the age of the customer.

[Application Example 4]
In the form creation device according to this application example,
The layout information of the elderly correspondence form may include an item in which a character size is set larger than the layout information of the normal form.

  According to the form creation device according to this application example, it is possible to output a form corresponding to an elderly person having a large character size.

  The form creation device according to the present invention can provide a form creation apparatus that can output a normal form and a form for elderly people by a simple process.

It is a figure showing typically form creation device 10 concerning an embodiment. 1 is a block diagram of a form creation device 10 according to an embodiment. It is a figure which shows typically the layout 50 of the normal form, and the layout 52 of the form corresponding to elderly people.

  Hereinafter, preferred embodiments of the present invention will be described in detail with reference to the drawings. The embodiments described below do not unduly limit the contents of the present invention described in the claims for utility model registration. In addition, all the configurations described below are not necessarily essential configuration requirements of the present invention.

The form creation device according to the present embodiment is a form creation device for creating a form such as insurance, and creates form data using a storage device having a plurality of databases and data stored in the storage device. The storage unit includes a database of variable information for each customer corresponding to each customer, a database of variable information for each document corresponding to each type of form, layout information and a normal form for the elderly A layout information database including the layout information, and the processing unit selects layout information from the layout information database based on the customer variable information; and the selected layout Information and documents stored in the customer-specific variable information database and document-specific variable information database Characterized in that it comprises a form creation unit that creates a form data by integrating the document, the.

1. Outline of Form Creation Apparatus First, an outline of the form creation apparatus 10 according to the present embodiment will be described with reference to FIGS. 1 and 2. FIG. 1 is a diagram schematically illustrating a form creation apparatus 10 according to the embodiment, and FIG. 2 is a block diagram of the form creation apparatus 10 according to the embodiment.

  As shown in FIGS. 1 and 2, the form creation device 10 is a form creation device 10 that creates a form such as insurance, and includes a computer 20 including a processing unit 29 such as a CPU and a storage device 25 such as a hard disk, and a display. And a data input unit 24 such as a keyboard and a mouse.

  The form creation device 10 further includes a printing unit 40 including one or more printing devices connected to the network 30. Further, the form creation device 10 may include another printing unit 42 including a printing device connected to the network 30 via the Internet 32. The printing units 40 and 42 print out the form on a paper medium based on the form data created by the form creation unit 29a described later.

  The form creation device 10 will be described with respect to an example in which one computer 20 is used as the processing unit 29 and the storage device 25. However, the form creation device 10 is not limited to this. For example, for each external storage device connected to a network including the Internet, or for each database It includes a system composed of allocated servers, processing terminals arranged at each office, and the like.

2. Storage Device The storage device 25 shown in FIG. 2 will be described.

  The storage device 25 has a plurality of databases. The database includes document data 26. The storage device 25 stores, as document data 26, a customer-specific variable information database 26b corresponding to each customer and a document-specific variable information database 26a corresponding to each form type. In addition, the storage device 25 stores a layout information database 27 including layout information of the elderly correspondence form and layout information of the normal form.

  The customer-specific variable information database 26b may include a plurality of tables, and each table is stored in a text data format, a CSV data format, or the like. The customer-specific variable information includes, for example, information for each customer who is an insurance contractor. The variable information for each customer includes, for example, each item such as customer name, age, application number, address, insurance type, and a value corresponding to each item. The customer-specific variable information may be input by the data input unit 24.

The document-specific variable information database 26a may include a plurality of tables, and each table is stored in, for example, a text data format, a CSV data format, or the like. The variable information for each document includes, for example, each item such as a title for each form, a greeting, each item label, a handling company name, a contact information, and a cautionary statement, and a value corresponding to each item. The variable information for each document is created for each type of form, for example. The document-specific variable information can be centrally managed because only one document data has to be prepared for each type of form. In other words, even when a document is revised and the document data is updated, the updated contents are reflected simultaneously on two types of forms, one for elderly people and one for ordinary forms, by updating the document data once. it can. The document can be revised by the data input unit 24.

  The layout information database 27 includes a plurality of pieces of layout information data. As the layout information, for each type of form, layout information for forms corresponding to elderly people and layout information for normal forms are prepared. As layout information, for example, font size, font type, bold / thin style setting, character spacing, line spacing, page division, frame, ruled line, shading, figure, image, etc. are in PDF data format or XML data format. It is remembered by. The layout information includes, for example, at least layout information for a form corresponding to the elderly and layout information for a normal form for each type of form.

  The document data of variable information for each customer and the document data of variable information for each document are linked to a predetermined area in each layout information.

  The storage device 25 may further include a two-dimensional code information database 28. The two-dimensional code information database 28 stores two-dimensional code information set for each type of form, and the URL of an Internet website is recorded in the two-dimensional code information. The two-dimensional code information is linked to a predetermined area in each layout information.

3. Processing Unit The processing unit 29 shown in FIG. 2 will be described.

  The processing unit 29 creates form data using the data stored in the storage device 25. The processing unit 29 includes a CPU that executes various processes, a ROM that stores a control program executed by the CPU, a RAM that provides a work area for the CPU, and the like.

  The processing unit 29 includes at least a layout information selection unit 29b and a form creation unit 29a.

  The layout information selection unit 29b selects layout information from the layout information database 27 based on the customer-specific variable information stored in the customer-specific variable information database 26b. For example, the layout information selection unit 29b selects the layout information of the elderly correspondence form or the normal form layout information based on the age of the customer included in the customer-specific variable information. For example, if the customer's age is 65 years or older, the layout information selection unit 29b selects the layout information of the form corresponding to the elderly. Here, the layout information is selected based on the customer's age information. However, the layout information may be selected based on other information (application number, contractor number, etc.) included in the customer-specific variable information.

  The form creation unit 29a integrates the layout information selected by the layout information selection unit 29b, the document stored in the customer-specific variable information database 26b, and the document stored in the document-specific variable information database 26a, into form data. Create The process of integrating each document into the layout information includes an overlay (superposition process). The form data is created in, for example, a PDF data format and is output to the screen display unit 22 and the printing units 40 and 42. The form data is not limited to the PDF data format, but may be other vector format data or bitmap format data. Further, the form data may be output to a server connected to the network 30. The form data in the form creation unit 29a may be a command for integrating a predetermined document and a predetermined document. In that case, for example, in the printing units 40 and 42 that have received the command, substantial integration is performed according to the command. Processing may be performed.

According to the form creation device 10, it is possible to output a normal form and a form corresponding to the elderly by simple processing based on variable information for each customer.

  The processing unit 29 may create form data by integrating the two-dimensional code stored in the two-dimensional code information database 28 at a predetermined position provided in the layout information.

4). Printing Unit The printing units 40 and 42 shown in FIGS.

  The printing units 40 and 42 print a form based on the form data created by the form creation unit 29a. As the printing units 40 and 42, a small printer that outputs in-house such as an insurance company or a large printing machine such as a printing company can be used. The printing units 40 and 42 can print a normal form and a form for elderly people. Since the printing units 40 and 42 are based on the form data selected and created according to the customer's age, it is possible to print and output a normal form or a form corresponding to the elderly.

5). Form The form will be described with reference to FIG. FIG. 3 is a diagram schematically showing an ordinary form layout 50 and an elderly form layout 52.

  The normal form layout 50 is a layout other than the form layout 52 for elderly people. The normal form layout 50 includes document-specific variable data insertion fields A1 to A11 and customer-specific variable data insertion fields B1 to B16. For example, a title indicating the type of form is inserted into A1, and the name of the policyholder who is a customer is inserted into B1.

  The form layout 52 for the elderly is composed of two pages (52a, 52b), and is provided with an insertion column for the same items as the normal form layout 50. Each insertion field of the form layout 52 for elderly people has a larger vertical width than the insertion field of the normal form layout 50. The form layout 52 for elderly people has an item in which the character size is set larger than the normal form layout 50. All items in the layout 52 of the form corresponding to the elderly may not be set to a large character size. Further, the layout 52 of the form corresponding to the elderly has a character spacing and a line spacing set larger than those of the normal layout 50 of the form. By doing so, it is easy for the elderly to visually recognize, and it is possible to print a form that is easy to read.

  The second page 52b of the normal form layout 50 and the elderly form layout 52 is provided with a two-dimensional code insertion field C1, and a two-dimensional code is inserted based on the two-dimensional code information database 28. The Since the normal form layout 50 has fine characters and uses specialized terms, it is possible to increase the amount of information provided to customers by guiding to a website that provides detailed explanations using a two-dimensional code. it can.

  The present invention is not limited to the above-described embodiments, and various modifications can be made. For example, the present invention includes configurations that are substantially the same as the configurations described in the embodiments (for example, configurations that have the same functions, methods, and results, or configurations that have the same objects and effects). In addition, the present invention includes a configuration in which a non-essential part of the configuration described in the embodiment is replaced. In addition, the present invention includes a configuration that exhibits the same operational effects as the configuration described in the embodiment or a configuration that can achieve the same object. Further, the present invention includes a configuration in which a known technique is added to the configuration described in the embodiment.

DESCRIPTION OF SYMBOLS 10 ... Form preparation apparatus, 20 ... Computer, 22 ... Screen display part, 24 ... Data input part, 2
5 ... Storage device, 26 ... Document data, 26a ... Document-specific variable information database, 26b ... Customer-specific variable information database, 27 ... Layout information database, 28 ... Two-dimensional code information database, 29 ... Processing unit, 29a ... form creation part, 29b ... layout information selection part, 30 ... network, 32 ... internet, 40 ... printing part, 42 ... printing part, 50 ... ordinary form layout, 52 ... elderly form layout, 52a ... 1st page, 52b ... 2nd page, A1-A11 ... Document-specific variable data insertion column, B1-B16 ... Customer-specific variable data insertion column, C1 ... Two-dimensional code insertion column

Claims (4)

A form creation device for creating forms such as insurance,
A storage device having a plurality of databases;
A processing unit for creating form data using data stored in the storage device;
Including
The storage device includes a database of variable information for each customer corresponding to each customer, a database of variable information for each document corresponding to each type of form, and layout information including layout information for the elderly correspondence form and layout information for the normal form And memorize the database
The processing unit is configured to select layout information from the layout information database based on the customer-specific variable information, a selected layout information, and a document stored in the customer-specific variable information database; A form creation device comprising: a form creation unit that creates form data by integrating documents stored in the database of variable information for each document. In claim 1,
A form creation device further comprising a printing unit that prints a form based on the form data created by the form creation unit. In claim 1 or 2,
The form creation device, wherein the layout information selection unit selects layout information of the elderly-compatible form or layout information of the normal form based on a customer's age included in the customer-specific variable information. In any one of Claims 1-3,
The form creation device, wherein the layout information of the elderly-compatible form has an item in which a character size is set larger than the layout information of the normal form.

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