JP4257801B1 - Procedure management system and procedure management method - Google Patents

Abstract

[PROBLEMS] For clients, it is not necessary to introduce their own system, and various procedures by the agent can be easily managed. For the agent, it is convenient for the client to easily migrate from an existing system or introduce a new system. Provided is a procedure management system and a procedure management method capable of providing highly reliable services.
When electronic information including at least transmission destination information, transmission source information, and procedure type information is received from outside, specific client ID information is acquired based on information included in the transmission destination information, and client ID information is obtained. Update information transmitting means 28 for transmitting update information notifying the update of procedure history information corresponding to specific client ID information to the transfer destination indicated by the transfer destination information corresponding to, and a request from the transfer destination based on the update information The procedure history information transmitting means 30 is configured to transmit at least a part of the procedure history information corresponding to the specific client ID information to the transfer destination.
[Selection] Figure 5

Description

  The present invention relates to a procedure management system and a procedure management method capable of easily confirming the progress of various procedures with respect to a public office or administrative organization by an agent.

  2. Description of the Related Art Conventionally, a procedure management system for managing various procedures for public offices and administrative organizations such as patent and trademark application procedures is widely known. Large enterprises often introduce such a procedure management system and specialized personnel manage various procedures, but many SMEs and individual business owners have introduced such a procedure management system. In most cases, there is no room for hiring professional personnel.

As one means for solving such problems, for example, Patent Document 1 proposes a procedure management system that can easily manage and browse various procedures without introducing a unique system.
Japanese Patent No. 3949876

  However, in the procedure management system described in Patent Document 1, although there is a merit on the client side using the system, it is necessary to construct the system on the agent side providing the system, and the burden on the agent side is large. There is a point. In many cases, an agent such as a patent office introduces an existing procedure management system and manages the procedure using the system, but it is easy to migrate from such an existing procedure management system. In addition, there is a problem that it is difficult to make a transition to the system because of the huge cost.

  The present invention has been made to solve such a conventional problem, and it is not necessary for the client to introduce an original system, and various procedures by the agent can be easily managed. It is an object of the present invention to provide a procedure management system and a procedure management method capable of providing a highly convenient service to a client while allowing a person to easily migrate from an existing system or introduce a new system.

  (1) The present invention provides storage means for storing at least client ID information, transfer destination information, agent ID information, and agent procedure information, and electronic information including at least destination information, source information, and procedure type information Is acquired from the storage unit based on the information included in the transmission destination information, and the specific client ID information is acquired from the storage unit based on the information included in the transmission source information. Information acquisition means for acquiring the agent ID information and acquiring the specific agent procedure information from the storage means based on the procedure type information; the specific client ID information; the specific agent ID information; The specific agent procedure information and at least a part of the electronic information are associated with each other and stored in the storage means as procedure history information. Information storage means, update information transmission means for sending update information notifying update of procedure history information corresponding to the specific client ID information to a transfer destination indicated by transfer destination information corresponding to the specific client ID information; And a procedure history information transmitting means for transmitting at least a part of the procedure history information corresponding to the specific client ID information to the transfer destination in response to a request from the transfer destination based on the update information. It is a procedure management system characterized by being configured.

  (2) In the present invention, the information acquisition unit may include the common transmission destination information when a plurality of types of electronic information having the same transmission destination information and different transmission source information are received from the outside. The single specific client ID information is acquired from the storage unit based on the information to be stored, and the plurality of types of the specific agent IDs are stored from the storage unit based on the information included in the plurality of different types of transmission source information. The procedure management system according to (1), wherein information is acquired, and the information storage unit associates the single specific client ID information with the plurality of types of specific agent ID information. It is.

  (3) In the present invention, the electronic information is an electronic mail, the transmission destination information is a transmission destination address of the electronic mail, and the transmission source information is a transmission source address of the electronic mail. The procedure management system according to (1) or (2) above.

  (4) The present invention is also characterized in that the client ID information is composed of at least a part of the transmission destination address, and the agent ID information is composed of at least a part of the transmission source address. The procedure management system according to (3).

  (5) The present invention is also characterized in that the client ID information is composed of a user name of the transmission destination address, and the agent ID information is composed of a part of a domain of the transmission source address. The procedure management system according to (4).

  (6) In the present invention, it is also determined whether the user name of the transmission destination address received by the information acquisition unit matches the client ID information, or the domain of the transmission source address received by the information acquisition unit. It further comprises ID information determination means for determining whether or not a part matches the agent ID information, and the user name of the transmission destination address received by the information acquisition means by the ID information determination means is the client ID. When it is determined that the information does not match, or when it is determined that a part of the domain of the source address received by the information acquisition unit does not match the agent ID information, the information storage unit, the update The procedure management system according to (5), wherein the processing by the information transmission unit and the procedure history information transmission unit is not performed. That.

  (7) The present invention is also configured such that the information acquisition means can further receive an attachment file attached to the electronic information in addition to the electronic information, and the information storage means receives the attachment file in the procedure. The update information transmission unit transmits only the update information to the transfer destination and does not transmit the attached file to the transfer destination. The procedure management system according to any one of (1) to (6).

  (8) The procedure according to (7), wherein the attached file is an electronic document to be submitted to a public office or administrative organization, or an electronic document received from the government office or administrative organization. It is a management system.

  (9) The present invention is also characterized in that the update information transmitting means further transmits the update information to a transmission source indicated by transmission source information included in the electronic information. (8) The procedure management system according to any one of (8).

  (10) According to the present invention, the procedure history information transmitting means further includes a procedure corresponding to the specific agent ID information in response to a request from the transmission source indicated by the transmission source information included in the electronic information. The procedure management system according to any one of (1) to (9), wherein at least a part of history information is transmitted to a transmission source indicated by transmission source information included in the electronic information. .

  (11) In the present invention, the client ID information and the agent ID information are associated and stored in the storage unit, and the specific client ID information and the specific agent ID information acquired by the information acquisition unit Is further determined by the determination unit, and the determination unit determines that the specific client ID information and the specific agent ID information are not stored in association with each other. In this case, the procedure management system according to any one of (1) to (10), wherein the processing by the information storage unit, the update information transmission unit, and the procedure history information transmission unit is not performed. It is.

  (12) In the storage device, the storage unit may associate the transmission destination information associated with the client ID information, the transmission source information associated with the agent ID information, and the agent procedure information. The stored procedure type information is further stored, and the information acquisition unit acquires, as the specific client ID information, client ID information corresponding to the transmission destination information from the storage unit, and the specific agent ID information Obtaining agent ID information corresponding to the transmission source information from the storage means, and obtaining agent procedure information corresponding to the procedure type information as the specific agent procedure information from the storage means. The procedure management system according to any one of (1) to (11).

  (13) In the present invention, a procedure number for specifying the order of the procedures is assigned to the agent procedure information, and the procedure history information transmitting means converts the agent procedure information into the procedure number. The procedure management system according to (12), wherein the procedure history information including the agent procedure information after sorting is transmitted to the transfer destination after sorting in ascending order or descending order.

  (14) The present invention is also characterized in that the procedure history information transmitting means further transmits the next agent procedure information following the agent procedure information corresponding to the update information transmitted by the update information transmitting means. The procedure management system according to (12) or (13).

  (15) The present invention also includes a response receiving unit capable of receiving from the forwarding destination whether or not a response to the next agent procedure information is necessary, and when the response receiving unit receives the necessity of the response (13), further comprising response result transmission means for transmitting information on whether or not the response is necessary to a transmission source indicated by transmission source information included in the electronic information. It is a procedure management system.

  (16) In the present invention, any of the above (1) to (15) is characterized in that the agent procedure information is information for identifying a procedure relating to a patent, a utility model, a design, or a trademark. It is a procedure management system described in Crab.

  (17) The present invention also stores at least client ID information, transfer destination information, agent ID information, and agent procedure information in a storage unit, and includes at least transmission destination information, source information, and procedure type information. When electronic information is received from the outside, specific client ID information is acquired from the storage unit based on information included in the transmission destination information, and from the storage unit based on information included in the transmission source information. Acquire the specific agent ID information, acquire the specific agent procedure information from the storage means based on the procedure type information, and specify the specific client ID information, the specific agent ID information, the specific Agent procedure information and at least a part of the electronic information are associated with each other and stored as procedure history information in the storage means, Update information notifying update of the procedure history information corresponding to the specific client ID information is transmitted to the transfer destination indicated by the transfer destination information corresponding to the client ID information, and the request from the transfer destination based on the update information The procedure management method is characterized in that at least a part of the procedure history information corresponding to the specific client ID information is transmitted to the transfer destination.

  According to the procedure management system and procedure management method of the present invention, it is not necessary for a client to introduce an original system, and various procedures by an agent can be easily managed. It is possible to provide a highly convenient service to clients while being easily migrated and newly introduced.

  Hereinafter, a procedure management system according to an embodiment of the present invention will be described with reference to the drawings.

<Overall configuration>
First, the overall configuration of the procedure management system according to the present embodiment will be described with reference to FIGS. 1 and 2. FIG. 1 is a block diagram showing a configuration example of a procedure management system according to the present embodiment, and FIG. 2 is a sequence chart showing an outline of the flow of various procedures by the procedure management system.

  As shown in FIG. 1, a procedure management system 10 according to this embodiment includes two client terminals 14A and 14B and three agents connected to each other via a network 12 such as a WAN. The terminal 16A, 16B, 16C, one government office terminal 18, and one procedure management terminal 20 are configured. The number of client terminals, agent terminals, government office terminals, and procedure management terminals is not limited to this example.

<Client terminal>
Next, the client terminal will be described. The client terminals 14A and 14B are terminals used by clients who request agents for various procedures with respect to government offices and administrative institutions, and for example, known personal computers and servers can be applied. The client requesting the agent for various procedures uses, for example, the client terminals 14A and 14B, as shown by the arrow F1 in FIG. 2, to any of the agent terminals 16A, 16B, and 16C used by the agent. Request proxy for various procedures. Here, various procedures for public offices and administrative organizations include, for example, various procedures for the Patent Office (for example, procedures for patents, utility models, designs, trademarks, etc.), and various procedures for the Court / Prosecutor's Office / Legal Affairs Bureau (for example, trial, real estate) Procedures for registration, company registration, deposit, etc.), various procedures with the Social Insurance Agency (for example, procedures for joining / withdrawing from health insurance / welfare pension, requesting various benefits, annual renewal of labor insurance, notification of basic calculation of labor insurance, etc.) ), Various procedures with respect to the tax office (for example, procedures related to tax filing, various tax applications, etc.).

  In the example illustrated in FIG. 2, the client terminal 14A, 14B directly requests one of the agent terminals 16A, 16B, 16C for proxy of various procedures. However, for example, the client terminal 14A , 14B may request proxy of various procedures to any of the agent terminals 16A, 16B, 16C via the procedure management terminal 20. Further, in the example shown in FIG. 2, an example is shown in which a client electronically requests a proxy for various procedures to one of the agent terminals 16A, 16B, and 16C using the client terminals 14A and 14B. However, requests for various procedures to the agent are not limited to electronic methods. For example, the client may request various procedures using paper documents at the agent's office or company. Requests for various procedures may be made using a fax or telephone.

<Agent terminal>
Next, the agent terminal will be described. The agent terminals 16A, 16B, and 16C are terminals used by an agent who executes various procedures for public offices and administrative agencies on behalf of clients, and for example, a known personal computer or server can be applied. When the agent executes various procedures on behalf of the client, the agent executes various procedures for the government office terminal 18 using the agent terminals 16A, 16B, and 16C, for example, as shown by an arrow F2 in FIG. To do. In addition, as shown by an arrow F3 in FIG. 2, when there is any response from the government office terminal 18 that has performed various procedures, the agent, for example, as shown by arrows F4 and F5 in FIG. Using the terminals 16A, 16B, and 16C, the response result from the government office terminal 18 is transmitted to one of the client terminals 14A and 14B via the procedure management terminal 20. Here, examples of the agents using the agent terminals 16A, 16B, and 16C include lawyers, patent attorneys, judicial scriveners, social insurance laborers, tax accountants, and administrative scriveners.

  In the example shown in FIG. 2, an example is shown in which the agent performs various procedures electronically with respect to the government office terminal 18 using the agent terminals 16A, 16B, and 16C. The various procedures are not limited to electronic procedures. For example, an agent may perform various procedures using paper documents at a public office or administrative office, or using a fax or telephone. Various procedures may be performed.

<Government terminal>
Next, the government office terminal will be described. The government office terminal 18 is a terminal that accepts various procedures for government offices and administrative agencies, and for example, a known personal computer or server can be applied. As shown by an arrow F3 in FIG. 2, the government office terminal 18 transmits a response result such as receipt confirmation to various procedures from the agent terminals 16A, 16B, and 16C. The government office terminal 18 electronically delivers the document to any one of the agent terminals 16A, 16B, and 16C when a document relating to various procedures is issued to the agent. Here, examples of the government office include various ministries such as the patent office, the public prosecutor's office, and the social insurance agency, and examples of the administrative organization include government offices of prefectures and municipalities.

  In the example shown in FIG. 2, an example is shown in which a government office or administrative organization uses the government office terminal 18 to electronically respond to the agent or issue a document electronically. Responses and delivery of documents are not limited to electronic methods. For example, a paper document is delivered to the agent by mail or fax, or the agent is contacted verbally by telephone or the like. Also good.

<Procedure management terminal>
Next, the procedure management terminal will be described. As will be described in detail later, the procedure management terminal 20 mediates various communications from the agent terminals 16A, 16B, 16C to the client terminals 14A, 14B as shown by arrows F4, F5 in FIG. It is a terminal for managing procedures, and for example, a known personal computer or server can be applied. Hereinafter, the internal configuration of the procedure management terminal 20 will be described in detail.

  As shown in detail in FIG. 1, the procedure management terminal 20 includes a storage unit 22, an information acquisition unit 24, an information storage unit 26, an update information transmission unit 28, and a procedure history information transmission unit 30. Configured.

<Storage means>
The storage unit 22 is a unit for storing at least client ID information, transfer destination information, agent ID information, and agent procedure information. For example, a known recording medium such as a hard disk or a DVD corresponds to the storage unit 22.

  FIG. 3A shows an example of client ID information and transfer destination information stored in advance in the storage means 22. Note that, on the right side of the client ID information and the transfer destination information, the transmission destination information corresponding to each client ID information is described for reference, but in the present embodiment, it is actually stored in the storage unit 22. I don't mean. However, if the destination information is stored in advance in the storage means 22 in association with each client ID information, the client ID information can be quickly acquired based on the destination information, and the performance of the procedure management system Can be increased.

  As shown in the figure, client ID information and transfer destination information associated with the client ID information are stored in a predetermined storage area of the storage means 22. The client ID information is information for identifying the above-described client terminal. In this example, 4-digit character string data starting from 0001 is assigned to each client terminal. For example, in this embodiment, the client terminal 14A is assigned character string data “0001” as client ID information, and the client terminal 14B is assigned character string data “0002” as client ID information. . The client ID information is composed of a part of the corresponding transmission destination information. For example, the character string data “0001” of the client ID information includes the corresponding transmission destination information (in this example, the transmission destination information). Mail address), “0001@abc.jp” (part of the user name).

  Further, in the transfer destination information, information related to a transmission destination to which update information transmitting means 28 (to be described later) transmits update information is stored. For example, in the present embodiment, as transfer destination information corresponding to the client terminal 14A (client ID information = 0001), character string data (in this example, info @ aaa. jp) is stored, and character string data (in this example, info@bbb.jp) indicating the address of an e-mail that can be received by the client terminal 14B as a transfer destination corresponding to the client terminal 14B (client ID information = 0002) Is remembered. Note that the transfer destination information may be information that can specify a transmission destination to which update information transmission unit 28 (described later) transmits update information, and may be, for example, an IP address or a MAC address of a transmission destination terminal.

  FIG. 3B is a diagram showing an example of agent ID information stored in advance in the storage unit 22. In addition, although the transmission source information corresponding to each agent ID information is described on the right side of the agent ID information for reference, in the present embodiment, it is actually stored in the storage unit 22. is not. However, if the sender information is stored in advance in the storage means 22 in association with each agent ID information, the agent ID information can be quickly acquired based on the sender information, and the procedure management system Can increase performance.

  As shown in the figure, agent ID information is stored in a predetermined storage area of the storage means 22. This agent ID information is information for identifying the above-described agent terminal. In this example, 4-digit character string data starting from 1001 is assigned to each agent terminal. For example, in the present embodiment, the character string data “1001” is assigned as the agent ID information to the agent terminal 16A, and the character string data “1002” is assigned to the agent terminal 16B as the agent ID information. The agent terminal 16C is assigned character string data “1003” as agent ID information. Note that the agent ID information includes a part of the corresponding sender information. For example, the character string data “1001” of the agent ID information includes the corresponding sender information (in this example, transmission It is composed of a part (second domain part) of “ee1@1001.jp” which is an original mail address.

  FIG. 3C is a diagram showing an example of agent procedure information stored in advance in the storage unit 22. Note that, on the right side of the agent procedure information, the name of the procedure corresponding to each agent procedure information is described for reference, but in the present embodiment, it is actually stored in the storage means 22. is not.

  As shown in the figure, agent procedure information is stored in a predetermined storage area of the storage means 22. This agent procedure information is information for identifying various procedures by the agent. In this example, 4-digit character string data starting from 2001 is assigned to each procedure. Here, the agent procedure information includes various procedures for the above-mentioned government offices and administrative organizations, as well as various procedures and communications with clients (for example, confirmation of acceptance to inform the official acceptance of procedures, government offices and administrative offices). For example, submission of a manuscript for the client to confirm the content of the manuscript required for various procedures with the institution. In the present embodiment, character patent data “2001” is assigned as agent procedure information for acceptance confirmation by a patent attorney, and character string data “2002” is assigned as agent procedure information for attorney submission. The application procedure by the patent attorney is given the character string data “2003” as the agent procedure information, and the request for examination of the application by the patent attorney is given the character string data “2004” as the agent procedure information. Has been.

<Information acquisition means>
When the electronic information including at least the transmission destination information, the transmission source information, and the procedure type information is received from the outside, the information acquisition unit 24 receives a specific client ID from the storage unit 22 based on the information included in the received transmission destination information. Information is acquired, specific agent ID information is acquired from the storage means 22 based on the information included in the received transmission source information, and specific agent procedure information is acquired from the storage means 22 based on the received procedure type information. It is a means for obtaining. As such information acquisition means 24, hardware, such as communication I / F, and a program (software) correspond, for example.

  Here, the electronic information means information that is electronically transmitted / received between a plurality of terminals. For example, electronic information is electronically transmitted / received via an electronic mail or a browser that is electronically transmitted / received by a mailer or the like. This corresponds to an electronic file (for example, an html file). “Receiving electronic information from the outside” means that the electronic information transmitted by the external device is received in real time by the information acquisition means 24, and the electronic information transmitted by the external device is temporarily stored. When the information acquisition means 24 receives the stored electronic information (for example, an e-mail transmitted from an external device to the procedure management system 20 is temporarily stored in a mail server outside the procedure management system 20 and externally stored. And the like when the information acquisition means 24 receives an electronic mail stored in the mail server.

  The sender information means information indicating the sender of electronic information. For example, when the electronic information is an email, the email address of the sender of the email is applicable, and the electronic information is a browser or the like. In the case of an electronic file transmitted via the IP address, the IP address or MAC address of the transmission source of the electronic file is applicable.

  The transmission destination information means information indicating the transmission destination of the electronic information. For example, when the electronic information is an email, the email address of the transmission destination of the email corresponds, and the electronic information indicates a browser or the like. In the case of an electronic file (for example, an html file) transmitted via the IP address, an IP address or a MAC address of the transmission destination of the electronic file corresponds.

  The procedure type information is information corresponding to the above-mentioned agent procedure information. For example, in the case of an application procedure performed by a patent attorney, an “application procedure” or “application application” that directly expresses the application procedure. Or character string data such as “2001” that indirectly represents the application procedure, or data obtained by replacing these with symbols or numerical values. For example, in the present embodiment, as in the above-described agent procedure information, the acceptance confirmation by the patent attorney is given “2001” as the character string data as the procedure type information, and the manuscript submission by the patent attorney has the procedure type The character string data “2002” is assigned as information, and the application procedure by the patent attorney is given character string data “2003” as the procedure type information. Column data “2004” is assigned.

  The “procedure type information” according to the present invention is not limited to the same information as the agent procedure information. For example, for acceptance confirmation by a patent attorney, “acceptance confirmation” of character string data is assigned as procedure type information. For the submission of manuscripts by patent attorneys, “submit manuscript” of character string data is given as procedure type information, and for application procedures by patent attorneys, “application procedure” of character string data is given as procedure type information. A request for examination of an application by a person may be accompanied by “request for examination of application” as character string data as procedure type information. In this case, if the procedure type information is stored in advance in the storage means 22 in association with each agent procedure information, the agent procedure information can be easily obtained based on the procedure type information. It becomes.

  Subsequently, the information acquisition unit 24 acquires specific client ID information from the storage unit 22 based on the information included in the received transmission destination information. For example, when the electronic information is an electronic mail and the transmission destination information is a transmission destination mail address (for example, 0001@abc.jp), information included in the transmission destination mail address (in this example, a mail address) Specific client ID information (in this example, a character string that is client ID information) from among a plurality of client ID information shown in FIG. Data “0001”) is acquired, and transfer destination information (in this example, info@aaa.jp) associated with the client ID information is acquired.

  Subsequently, the information acquisition unit 24 acquires specific agent ID information from the storage unit 22 based on the information included in the received transmission source information. For example, when the electronic information is an electronic mail and the transmission source information is a transmission source mail address (for example, ee1@1001.jp), information included in the transmission source mail address (in this example, a mail address) 3) (character string data “1001” in the second domain portion), specific agent ID information (in this example, agent ID information) from among the plurality of agent ID information shown in FIG. The character string data “1001”) is acquired.

  Subsequently, the information acquisition unit 24 acquires specific agent procedure information from the storage unit 22 based on the received procedure type information. For example, when the electronic information is an e-mail, a plurality of pieces of information shown in FIG. 3C are displayed based on procedure type information (for example, character string data “2001”) included in the title or body of the e-mail. Specific agent procedure information (in this example, character string data “2001” as the agent procedure information) is acquired from the agent procedure information.

  As described above, the procedure type information may be information that directly indicates the contents of various procedures performed by the agent. Therefore, for example, the character string data “request for examination of application” and the character string data “2004” are associated with each other and stored in advance in the storage unit 22, and the procedure type information ( For example, specific agent procedure information (in this example, agent procedure information) from a plurality of agent procedure information shown in FIG. The character string data “2004”) may be acquired indirectly. If comprised in this way, compared with the case where procedure type information is indirectly expressed with a symbol or a numerical value, the contents of various procedures can be easily understood, and the convenience of the procedure management system can be improved. .

  Furthermore, the information acquisition unit 24 is configured to be able to further receive an attached file attached to the electronic information in addition to the electronic information including the transmission destination information, the transmission source information, and the procedure type information. Here, as an attached file, for example, an electronic document to be submitted to a government office or administrative organization, or an electronic document received from a government office or administrative organization, or a paper document to be submitted to a government agency or administrative organization by mail or fax is electronic. Electronic documents that have been digitized, or electronic documents that have been converted from paper documents received by mail or FAX from public offices or administrative agencies. The attached file may be integrated with or separate from the electronic information.

<Information storage means>
The information storage unit 26 associates the specific client ID information, the specific agent ID information, the specific agent procedure information, and at least a part of the electronic information acquired by the information acquisition unit 24 with the procedure history. It is means for storing in the storage means 22 as information. An example of such information storage means 26 is a program (software).

  FIG. 4 is a diagram showing an example of procedure history information. For example, the information acquisition unit 24 uses electronic mail (e-mail address of the transmission destination “0001@abc.jp”, e-mail address of the transmission source “ee1@1001.jp”, character string data “2003”) as electronic information. In the above process, the character string data “0001” is acquired as the specific client ID information, and the character string data “1001” is acquired as the specific agent ID information. Assume that character string data “2003” is acquired as specific agent procedure information. In this case, as shown in FIG. 4, the information storage unit 26 associates the client ID information “0001”, the agent ID information “1001”, the agent procedure information “2003 (application procedure)”, and the text of the e-mail. And stored in a predetermined storage area of the storage means 22. Accordingly, the procedure indicated by the agent procedure information “2003 (application procedure)” is performed by the agent corresponding to the agent ID information “1001” on behalf of the client corresponding to the client ID information “0001”. The detailed contents of the procedure can be confirmed by the contents of the body of the e-mail associated with the agent procedure information “2003 (application procedure)”. The information in parentheses described in the agent procedure information in the figure (for example, (acknowledgment confirmation) or (manuscript submission)) is not actually stored in the storage means 22, but is described for reference. It is a thing.

  If past procedure history information has already been stored in the storage means 22 and the same client ID information already exists, specific agent ID information, specific agent procedure information are included in the client ID information. And at least a part of the electronic information may be associated with each other and stored as procedure history information. For example, when the client ID information “0001” is already stored in the storage unit 22 in the previous example, the agent ID information “1001” and the agent procedure information “2003” are added to the client ID information “0001”. And three pieces of information of the body of the e-mail may be stored in association with each other.

  Further, when past procedure history information is already stored in the storage means 22 and the same client ID information and agent ID information already exist, a specific proxy is included in the client ID information and agent ID information. Human procedure information and at least a part of electronic information may be associated with each other and stored as procedure history information. For example, when the client ID information “0001” and the agent ID information “1001” are already stored in the storage unit 22 in the previous example, the client ID information “0001” and the agent ID information “1001” are stored in the storage unit 22. The agent procedure information “2003” and the body information of the e-mail may be stored in association with each other.

  Further, when the information acquisition means 24 further receives an attachment file in addition to the electronic information, the information storage means 26 further stores the received attachment file in association with each procedure history information and stores it in the storage means 22. To do. As a result, even if an electronic document submitted by an agent to a government office or administrative organization, or an electronic document received by an agent from a government office or administrative organization is transmitted in the form of an attachment file of electronic information, these electronic documents are It can be stored securely.

  The “information storage means” according to the present invention is not limited to means for associating single client ID information with single agent ID information, and as shown in FIG. (For example, client ID information = 0001) and a plurality of types of agent ID information (for example, agent ID information = 1001 to 1003) may be associated with each other. With such a configuration, even when a single client requests various procedures from a plurality of agents, the various procedures by the plurality of agents can be centrally managed on the client side.

<Update information transmission means>
The update information transmitting unit 28 is a unit that transmits update information notifying the update of the procedure history information corresponding to the specific client ID information to the transfer destination indicated by the transfer destination information. As such update information transmission means 28, for example, hardware such as a communication I / F or a program (software) is applicable. Here, as the update information, for example, the update contents of the procedure history information (for example, the name of the agent, the name of the procedure by the agent, the date when the procedure was performed), the contents of the procedure history information (for example, the client ID) Information, agent ID information, agent procedure information, client company name / office name corresponding to client ID information, agent name corresponding to agent ID information, procedure name corresponding to agent procedure information, etc. E-mail or the like describing a URL or the like in which an html file capable of displaying) is stored.

  For example, in the previous example described with reference to FIG. 4 above, the transfer destination (e-mail address info@aaa.jp which is the e-mail address) corresponding to the specific client ID information (client ID information = 0001) (see FIG. 3 (a))) to notify client ID information “0001”, agent ID information “1001”, agent procedure information “2003”, and update of procedure history information consisting of the body of the email (update) Information). Regarding the transmission of update information, a template of update information (for example, draft of e-mail) is prepared in advance corresponding to each agent procedure information, and the procedure history information is updated, the agent By configuring the template corresponding to the procedure information and sending it to the transfer destination, it is not necessary to create new update information each time the procedure history information is updated, and it is possible to save time and effort when sending update information. Can be reduced.

  Further, when the attachment file is further associated with the procedure history information and stored in the storage unit 22, the update information transmission unit 28 transmits only the update information to the transfer destination and does not transmit the attachment file to the transfer destination. It is configured as follows. As a result, when confidential information is included in the attached file, sending the attached file to the outside causes the confidential information to be eavesdropped on the network, or the client loses the attached file. It becomes possible to prevent the situation in advance. Further, there is no need for the client to manage the attached file, and the client can view the attached file at any time as necessary, so that convenience on the client side can be improved.

  Further, the update information transmission unit 28 transmits the same update information as the update information transmitted to the client to the transmission source of the electronic information received by the information acquisition unit 24 (in the above example, ee1 @ which is the transmission source address of the email) 1001.jp). Thereby, the agent who transmitted the electronic information to the procedure management system 10 can easily grasp that the update information has been sent to the client, and the confirmation work for the client becomes unnecessary.

<Procedure history information transmission means>
The procedure history information transmitting unit 30 is a unit that transmits at least a part of the procedure history information corresponding to specific client ID information to the transfer destination in response to a request from the transfer destination based on the update information. Such procedure history information transmitting means 30 corresponds to hardware such as a communication I / F and a program (software). Here, as a request from the transfer destination, for example, when the update information transmitting unit 28 transmits an e-mail in which a URL storing an html file capable of displaying the contents of the procedure history information is transmitted as the update information. The URL may be accessed based on the update information to request transmission of an html file, or an e-mail containing at least a part of the procedure history information may be returned.

  For example, in the previous example described with reference to FIG. 4, info @ aaa. If there is a request for transmission of an html file capable of browsing the procedure history information corresponding to the client terminal 16A from the client terminal 16A capable of receiving an e-mail whose destination is jp, Correspondingly, it is possible to display all (or a part) of the client ID information “0001”, the agent ID information “1001”, the agent procedure information “2003”, and the procedure history information including the text of the e-mail. The html file is transmitted to the transmission destination (info@aaa.jp) of the client terminal 16A. As a result, the client terminal 16A can view the status of various procedures requested by the agent.

<Procedure flow by procedure management system>
Next, the procedure flow by the procedure management system 10 will be described in detail with reference to FIG. This figure is a sequence chart showing details of the procedure flow by the procedure management system.

  For example, let us consider a case where a client using the client terminal 14A (hereinafter referred to as client X) requests an agent using the agent terminal 16A (hereinafter referred to as agent Y) to act on behalf of the application procedure to the Patent Office.

  The email address that can be transmitted / received by the client terminal 14A (owned by the client X) is “info@aaa.jp” shown in FIG. 3A, and can be transmitted / received by the agent terminal 16A (proxy) The e-mail address owned by the person Y is “ee1@1001.jp” shown in FIG. 3B and can be transmitted and received by the procedure management terminal 20 (owned by the manager of the procedure management terminal 20). The e-mail address is “0001@abc.jp” or “0002@abc.jp” shown in FIG. 3A, and various procedures by the agent X include the procedures shown in FIG. The explanation will be made assuming that.

<Example of acceptance procedures>
The agent Y first performs “acceptance confirmation” for notifying that the proxy of the procedure has been officially accepted, for example. In the procedure of “acceptance confirmation”, the agent Y uses the agent terminal 16A, for example, as shown in FIG. 6, to obtain character string data “2001”, which is procedure type information corresponding to “acceptance confirmation”. Create an e-mail with a title or text. Then, this electronic mail is transmitted from the address “ee1@1001.jp” to the address “0001@abc.jp” including the client ID information (0001) corresponding to the client X.

  The information acquisition means 24 of the procedure management terminal 20 that has received this e-mail is stored in the storage means 22 based on the destination e-mail address (in this example, 0001@abc.jp) included in the received e-mail. Clients included in specific client ID information (in this example, a part of the destination mail address “0001@abc.jp” included in the e-mail (in this example, the user name portion) among a plurality of client ID information ID information “0001”) is acquired.

  The information acquisition unit 24 also selects from the plurality of agent ID information stored in the storage unit 22 based on the transmission source mail address (in this example, ee1@1001.jp) included in the received electronic mail. Specific agent ID information (in this example, agent ID information “1001” included in a part of the source mail address “ee1@1001.jp” included in the e-mail (in this example, the second domain portion)) To get.

  Further, the information acquisition unit 24 is configured to perform a plurality of agent procedures stored in the storage unit 22 based on the procedure type information (in this example, character string data “2001”) included in the title or text of the received e-mail. Specific agent procedure information (in this example, character string data “2001”) is acquired from the information.

  Next, the information storage means 26 includes specific client ID information (in this example, client ID information “0001”), specific agent ID information (in this example, agent ID information “1001”), specific proxy The human procedure information (in this example, “2001”) and at least a part of the electronic information (in this example, the text of the e-mail) are associated with each other and stored in the storage unit 22 as procedure history information.

  Next, the update information transmitting means 28 sends the procedure history information to the transfer destination (in this example, info@aaa.jp) indicated by the transfer destination information associated with the specific client ID information, as shown in FIG. An email (in this example, an email describing the URL of an html file that can display procedure history information) is transmitted. Further, the update information transmitting unit 28 simultaneously transmits the same update information as the update information transmitted to the client to the transmission source of the e-mail received by the information acquiring unit 24 (in this example, ee1@1001.jp). .

  Next, the procedure history information transmitting unit 30 responds to a request from the transfer destination based on the update information (in this example, when the client X accesses the URL based on the update information and requests transmission of the html file) ), For example, as shown in FIG. 8, at least a part of procedure history information corresponding to specific client ID information (in this example, client ID information “0001”, agent ID information “1001”, agent procedure information) “2001” and all of the procedure history information including the text of the e-mail) are transmitted to the transfer destination.

  In FIG. 7, the name of the client (in this example, X Corporation) corresponding to the character string data “0001” as the client ID information, and the proxy corresponding to the character string data “1001” as the agent ID information. Information on the name of the person (in this example, agent Y) and the name of the procedure (acknowledgment confirmation in this example) corresponding to the character string data “2001” as the agent procedure information are added. By adding such information, the convenience of both the client and the agent can be improved.

<Example of manuscript submission>
Subsequent to the “acceptance confirmation” procedure, the agent Y performs, for example, a “submission of manuscript” procedure for allowing the client to confirm the content of the manuscript necessary for various procedures with respect to the JPO. In this “manuscript submission” procedure, agent Y uses agent terminal 16A to send an e-mail containing character string data “2002”, which is procedure type information corresponding to “manuscript submission”, in the title or body. At the same time, the electronic document to be submitted to the JPO is attached as an attachment to this e-mail. Then, this electronic mail is transmitted from the address “ee1@1001.jp” to the address “0001@abc.jp” including the client ID information (0001) corresponding to the client X.

  The information acquisition means 24 of the procedure management terminal 20 that has received this e-mail is stored in the storage means 22 based on the destination e-mail address (in this example, 0001@abc.jp) included in the received e-mail. Clients included in specific client ID information (in this example, a part of the destination mail address “0001@abc.jp” included in the e-mail (in this example, the user name portion) among a plurality of client ID information ID information “0001”) is acquired.

  The information acquisition unit 24 also selects from the plurality of agent ID information stored in the storage unit 22 based on the transmission source mail address (in this example, ee1@1001.jp) included in the received electronic mail. Specific agent ID information (in this example, agent ID information “1001” included in a part of the source mail address “ee1@1001.jp” included in the e-mail (in this example, the second domain portion)) To get.

  Further, the information acquisition unit 24 is configured to perform a plurality of agent procedures stored in the storage unit 22 based on the procedure type information (in this example, character string data “2002”) included in the title or text of the received electronic mail. Specific agent procedure information (in this example, character string data “2002”) is acquired from the information.

  Next, the information storage unit 26 stores specific client ID information (in this example, client ID information “0001”) and specific agent ID information (in this example, the agent) that are already stored in the storage unit 22. ID information “1001”), specific agent procedure information (in this example, “2002”), at least a part of electronic information (in this example, the body of an email), and an attached file (in this example, The electronic document files) are associated with each other and stored as procedure history information.

  Next, the update information transmitting means 28 sends an e-mail (this is informed of the update of the procedure history information to the transfer destination (in this example, info@aaa.jp) indicated by the transfer destination information associated with the specific client ID information. In the example, an e-mail describing the URL of an html file that can view procedure history information is transmitted. At this time, the update information transmitting unit 28 transmits only the update information to the transfer destination and does not transmit the attached file to the transfer destination. Further, the update information transmitting unit 28 simultaneously transmits the same update information as the update information transmitted to the client to the transmission source of the e-mail received by the information acquiring unit 24 (in this example, ee1@1001.jp). .

  Next, the procedure history information transmitting unit 30 responds to a request from the transfer destination based on the update information (in this example, when the client X accesses the URL based on the update information and requests transmission of the html file) ), For example, as shown in FIG. 9, at least part of procedure history information corresponding to specific client ID information (in this example, client ID information “0001”, agent ID information “1001”, agent procedure information) “2001, 2002” and all of the past procedure history information consisting of the body of these electronic mails) are transmitted to the transfer destination.

<Example of application procedure>
Subsequent to the “manuscript submission” procedure, the agent Y reports the completion of the application to the client X when, for example, the application procedure with the Patent Office is completed. In this “application completion” procedure, the agent Y uses the agent terminal 16A to send an e-mail including character string data “2003”, which is procedure type information corresponding to “application completion”, in the title or text. At the same time, the electronic document submitted to the JPO and the electronic document received from the JPO are attached as an attachment to the e-mail. Then, this electronic mail is transmitted from the address “ee1@1001.jp” to the address “0001@abc.jp” including the client ID information (0001) corresponding to the client X.

  The information acquisition means 24 of the procedure management terminal 20 that has received this e-mail is stored in the storage means 22 based on the destination e-mail address (in this example, 0001@abc.jp) included in the received e-mail. Clients included in specific client ID information (in this example, a part of the destination mail address “0001@abc.jp” included in the e-mail (in this example, the user name portion) among a plurality of client ID information ID information “0001”) is acquired.

  The information acquisition unit 24 also selects from the plurality of agent ID information stored in the storage unit 22 based on the transmission source mail address (in this example, ee1@1001.jp) included in the received electronic mail. Specific agent ID information (in this example, agent ID information “1001” included in a part of the source mail address “ee1@1001.jp” included in the e-mail (in this example, the second domain portion)) To get.

  Furthermore, the information acquisition unit 24 is configured to perform a plurality of agent procedures stored in the storage unit 22 based on the procedure type information (in this example, character string data “2003”) included in the title or text of the received electronic mail. Specific agent procedure information (in this example, character string data “2003”) is acquired from the information.

  Next, the information storage unit 26 stores specific client ID information (in this example, client ID information “0001”) and specific agent ID information (in this example, the agent) that are already stored in the storage unit 22. ID information “1001”), specific agent procedure information (in this example, “2003”, at least a part of electronic information (in this example, the body of an email), and an attached file (in this example, The electronic document submitted to the JPO and the electronic document received from the JPO are associated with each other and stored as procedure history information.

  Next, the update information transmitting means 28 sends an e-mail (this is informed of the update of the procedure history information to the transfer destination (in this example, info@aaa.jp) indicated by the transfer destination information associated with the specific client ID information. In the example, an e-mail describing the URL of an html file that can view procedure history information is transmitted. At this time, the update information transmitting unit 28 transmits only the update information to the transfer destination and does not transmit the attached file to the transfer destination. Further, the update information transmitting unit 28 simultaneously transmits the same update information as the update information transmitted to the client to the transmission source of the e-mail received by the information acquiring unit 24 (in this example, ee1@1001.jp). .

  Next, the procedure history information transmitting unit 30 responds to a request from the transfer destination based on the update information (in this example, when the client X accesses the URL based on the update information and requests transmission of the html file) ), At least part of the procedure history information corresponding to the specific client ID information (in this example, client ID information “0001”, agent ID information “1001”, agent procedure information “2003”, and the body of the e-mail) All of the procedure history information consisting of

  Similarly, the agent Y transmits an e-mail or an attached file to the procedure management terminal 20 even when the following various procedures are completed. Thereby, the procedure management terminal 20 updates the procedure history information by the agent Y as needed, and transmits the update information and procedure history information to the client X.

  As described above, the procedure management system 10 according to this embodiment includes the storage unit 22 that stores at least client ID information, transfer destination information, agent ID information, and agent procedure information, destination information, and transmission. When the electronic information including at least the original information and the procedure type information is received from the outside, the specific client ID information is acquired from the storage unit 22 based on the information included in the transmission destination information, and included in the transmission source information Obtaining the specific agent ID information from the storage means 22 based on the information to be obtained, acquiring the specific agent procedure information from the storage means 22 based on the procedure type information, Specific client ID information, the specific agent ID information, the specific agent procedure information, and at least a part of the electronic information, Corresponding to the specific client ID information in the transfer destination indicated by the information storage means 26 to be stored in the storage means 22 as the procedure history information in association with each other, and the transfer destination information corresponding to the specific client ID information Update information transmitting means 28 for transmitting update information notifying update of procedure history information to be performed, and at least of the procedure history information corresponding to the specific client ID information in response to a request from the transfer destination based on the update information A procedure management system comprising: procedure history information transmitting means 30 for transmitting a part to the transfer destination.

  According to the procedure management system 10 according to the present embodiment, the procedure history by the agent can be automatically recorded based on the electronic information transmitted from the agent, and the procedure history is updated by the client. It is possible to quickly know what has been done, and to view the history of past procedures as necessary. Therefore, it is not necessary for the client to introduce an original system, and various procedures by the agent can be easily managed. In addition, if the agent transmits electronic information including at least transmission destination information, transmission source information, and procedure type information, the agent can automatically record the history of the procedure by himself / herself. It is possible to quickly notify that the history of the system has been updated and the contents of the procedure. Therefore, it is possible for the agent to provide a highly convenient service to the client while being easy to migrate from the existing system or introduce a new system.

  In addition, when the information acquisition unit 24 receives a plurality of types of electronic information from the outside, the transmission destination information is common and the transmission source information is different, based on information included in the common transmission destination information. The single specific client ID information is acquired from the storage unit 22, and a plurality of types of the specific agent ID information are acquired from the storage unit 22 based on information included in the different types of transmission source information. The information storage unit 26 may be configured to associate the single specific client ID information with the plurality of types of specific agent ID information. With such a configuration, when a single client requests various procedures from a plurality of agents (for example, company X requests a procedure related to a patent from agents Y and Z). However, it is possible to centrally manage various procedures by a plurality of agents on the client side.

  The electronic information may be an electronic mail, the transmission destination information may be a transmission destination address of the electronic mail, and the transmission source information may be a transmission source address of the electronic mail. With such a configuration, the system can be used if e-mail, which is a general communication means, is available, so there is a need to prepare special software and hardware on the agent side. In addition, it is easier for agents to migrate from existing systems or introduce new ones.

  The client ID information may be composed of at least a part of the transmission destination address, and the agent ID information may be composed of at least a part of the transmission source address. With such a configuration, it is possible to acquire client ID information from the information of the transmission destination address and acquire agent ID information from the information of the transmission source address, so that the system program can be simplified. In addition, client ID information and agent ID information can be acquired quickly, and the performance of the entire system can be improved.

  The client ID information may be configured by a user name of the transmission destination address, and the agent ID information may be configured by a part of the domain of the transmission source address. With this configuration, the client ID information can be acquired from the user name of the transmission destination address, and the agent ID information can be acquired from a part of the domain of the transmission source address. In addition, the client ID information and the agent ID information can be quickly acquired, and the performance of the entire system can be improved. In addition, since the client ID information and the user name of the transmission destination address are the same for the agent transmitting the electronic information, the relationship between the transmission destination address and the client is intuitive and easy to understand. In addition, for the system side that receives the electronic information, since the proxy ID information and a part of the domain of the source address are the same, the relationship between the source address and the agent is intuitively easy to understand and highly convenient. . Furthermore, if the agent procedure information is the same as the procedure type information, the agent procedure information can be easily obtained from the procedure type information, so the system program can be simplified. , Can enhance the overall system performance.

  In addition to the electronic information, the information acquisition unit 24 is configured to further receive an attachment file attached to the electronic information, and the information storage unit 26 further adds the attachment file to the procedure history information. The update information transmission unit 28 may be configured to transmit only the update information to the transfer destination and not transmit the attachment file to the transfer destination. With such a configuration, when confidential information is included in the attached file, the confidential information is wiretapped on the network by sending the attached file to the outside, or the client loses the attached file. It is possible to prevent such a situation from happening. Further, there is no need for the client to manage the attached file, and the client can view the attached file at any time as necessary, so that convenience on the client side can be improved.

  The attached file may be an electronic document to be submitted to a government office or administrative organization, or an electronic document received from the government office or administrative organization. With such a configuration, electronic documents submitted to government agencies and administrative organizations and electronic documents received from the government agencies and administrative organizations often contain confidential information, but such electronic documents are sent to the outside. By doing so, it is possible to prevent a situation in which confidential information is eavesdropped on the network or a client loses an electronic document. In addition, there is no need for the client to manage the electronic document, and the client can view the electronic document at any time as necessary, thereby improving the convenience on the client side.

  The update information transmitting unit may further be configured to transmit the update information to a transmission source indicated by transmission source information included in the electronic information. With such a configuration, the agent side can easily grasp that the update information has been sent to the client, and the confirmation work for the client becomes unnecessary.

  Further, in the storage means, the destination information associated with the client ID information, the transmission source information associated with the agent ID information, and the agent procedure information associated with the agent ID information. Procedure type information is further stored, and the information acquisition unit acquires client ID information corresponding to the transmission destination information from the storage unit as the specific client ID information, and the specific agent ID information The agent ID information corresponding to the sender information is acquired from the storage means, and the agent procedure information corresponding to the procedure type information is acquired from the storage means as the specific agent procedure information. Also good. With such a configuration, it becomes possible to quickly acquire specific client ID information, agent ID information, and agent procedure information based on destination information, source information, and procedure type information, The overall system performance can be improved.

  It should be noted that the configuration of the procedure management system according to the present invention is not limited to the configuration shown in the present embodiment, and it is needless to say that various changes can be made without departing from the gist of the present invention.

  Therefore, for example, whether or not the user name of the transmission destination address received by the information acquisition unit matches the client ID information, or a part of the domain of the transmission source address received by the information acquisition unit is ID information determination means for determining whether or not it matches with the agent ID information, and the user name of the transmission destination address received by the information acquisition means does not match the client ID information by the ID information determination means Or when it is determined that a part of the domain of the source address received by the information acquisition unit does not match the agent ID information, the information storage unit, the update information transmission unit, And you may comprise so that the process by the said procedure history information transmission means may not be performed.

  For example, when client ID information = 0001 and agent ID information = 1001 are stored in the storage unit 22, the procedure management system determines that the transmission destination mail address is “0001@abc.jp” and the transmission source mail address. Consider a case where an e-mail with “ee1@9999.jp” is received. In this case, the ID information determination unit determines that part of the domain of the transmission source address received by the information acquisition unit (in this example, 9999 or jp) does not match the agent ID information (in this example, 1001), The processes by the information storage means, the update information transmission means, and the procedure history information transmission means are not performed at all.

  With such a configuration, it is possible to eliminate fraudulent acts in which a third party who is not the agent of the client impersonates the agent and exploits the information, or it is possible to easily exclude spam mails. .

  In addition, the procedure history information transmitting means further transmits at least a part of the procedure history information corresponding to the specific agent ID information in response to a request from the sender of the electronic information. You may comprise so that it may transmit to. With this configuration, the agent can easily confirm the history of past procedures performed by the agent and whether or not the contact with the client is completed.

  Further, the storage means further stores information on a procedure cost corresponding to the agent procedure information, and the information storage means associates a corresponding procedure cost with the specific agent procedure information, and the procedure The history information transmitting means may be further configured to transmit the procedure cost to the transfer destination. With this configuration, the client can confirm the procedure costs necessary for various procedures, and the convenience can be further improved.

  The client ID information and the agent ID information are associated and stored in the storage unit, and the specific client ID information and the specific agent ID information acquired by the information acquisition unit are stored in association with each other. Determination means for determining whether or not the specific client ID information and the specific agent ID information are stored in association with each other when the determination means determines that the specific client ID information and the specific agent ID information are not stored. You may comprise so that the process by a means, the said update information transmission means, and the said procedure history information transmission means may not be performed.

  For example, client ID information = 0001 and agent ID information = 1001 are associated in advance and stored in the storage unit 22, and client ID information = 0002 and agent ID information = 1002, 1003 are associated in advance and stored in the storage unit 22. Consider the case. In this case, when the procedure management system receives the electronic information for the client corresponding to the client ID information = 0001 from the proxy corresponding to the agent ID information = 1001, the determination unit determines that the specific client ID information ( In this example, it is determined that client ID information = 0001) and specific agent ID information (in this example, agent ID information = 0001) are associated and stored. As a result, the processing by the above-mentioned information storage means, update information transmission means, and procedure history information transmission means is normally performed.

  On the other hand, when the procedure management system receives electronic information for the client corresponding to the client ID information = 0002 from the agent corresponding to the agent ID information = 1001, the determination unit determines that the specific client ID information (this In the example, it is determined that client ID information = 0001) and specific agent ID information (in this example, agent ID information = 0002) are not associated and stored. As a result, the processes by the information storage means, the update information transmission means, and the procedure history information transmission means are not performed at all.

  With this configuration, it is possible to eliminate fraudulent activity in which a third party who is not the agent of the client impersonates the agent and exploits the information, or a client whose agent is unrelated to his / her own client. Therefore, it is possible to reliably prevent mistakes that cause information to be transmitted, and to further improve the reliability of the procedure management system.

  The agent procedure information is assigned a procedure number for specifying the order of procedures, and the procedure history information transmitting means rearranges the agent procedure information in ascending or descending order of the procedure numbers. After that, the procedure history information including the agent procedure information after the rearrangement may be transmitted to the transfer destination.

  For example, in the example of the agent procedure information shown in FIG. 3 (c) above, the procedure number for identifying the order of procedures in the agent procedure information itself (for example, 1 for acceptance confirmation, 2 for manuscript submission, application procedure) 3 and 4) for requesting examination of application can be considered. Therefore, the procedure history information transmitting means sets the agent procedure information in ascending order of procedure numbers (in this example, order of acceptance confirmation (1), manuscript submission (2), application procedure (3), application examination request (4)). Or in descending order (in this example, application examination request (4), application procedure (3), manuscript submission (2), acceptance confirmation (1)) You may comprise so that the procedure history information containing may be transmitted to a transfer destination. With such a configuration, it becomes possible to rearrange various procedures by the agent, for example, in chronological order, thereby facilitating the progress management of the various procedures.

  Further, the procedure history information transmitting means may be configured to further transmit next agent procedure information following the agent procedure information corresponding to the update information transmitted by the update information transmitting means.

  For example, the procedure history information transmitting means is the next agent procedure information (for example, application examination request (4) following the agent procedure information (for example, application procedure (3)) corresponding to the update information transmitted by the update information transmitting means. )) May be further transmitted. With such a configuration, in addition to the completed procedure, the next procedure can be confirmed, and the convenience on the client side can be further enhanced.

  A response receiving unit capable of receiving from the forwarding destination whether or not a response to the next agent procedure information is necessary; and when the response receiving unit receives the necessity of the response. Response result transmission means for transmitting the information of NO to the transmission source indicated by the transmission source information included in the electronic information may be further provided. With such a configuration, it is possible to easily and reliably grasp the necessity of the next procedure on the agent side, and the convenience on the agent side can be further enhanced.

  Further, in the above embodiment, various procedures with a patent attorney as an agent are illustrated, but the present invention is not limited to this. For example, a lawyer, judicial scrivener, social insurance laborer, tax accountant, administrative scrivener, etc. are agents. It can be applied to various procedures. The various procedures by these agents include, for example, various procedures with respect to the court, prosecutor's office and legal affairs (for example, procedures related to trials, real estate registration, company registration, deposit, etc.) and various procedures with respect to the Social Insurance Agency (for example, health insurance / Employees' pension participation / withdrawal, claims for various benefits, labor insurance annual renewal, labor insurance calculation basic notification procedures, etc., various procedures for tax authorities and public offices (for example, tax declarations, tax related applications, etc.) ) And the like.

  In the above embodiment, the procedure management terminal 20 is composed of five units, that is, the storage unit 22, the information acquisition unit 24, the information storage unit 26, the update information transmission unit 28, and the procedure history information transmission unit 30. The invention is not limited to this, and it may be constituted by less than five or more than six means.

  That is, the procedure management system according to the present invention stores at least client ID information, transfer destination information, agent ID information, and agent procedure information in storage means, and transmits destination information, source information, and procedure type information. Is received from outside, the specific client ID information is acquired from the storage unit based on the information included in the transmission destination information, and based on the information included in the transmission source information The specific agent ID information is acquired from the storage means, the specific agent procedure information is acquired from the storage means based on the procedure type information, and the specific client ID information and the specific agent ID information are acquired. , The specific agent procedure information, and at least a part of the electronic information are associated with each other as the procedure history information. Storing and transmitting update information notifying the update of the procedure history information corresponding to the specific client ID information to the transfer destination indicated by the transfer destination information corresponding to the specific client ID information, and based on the update information What is necessary is just to transmit at least a part of the procedure history information corresponding to the specific client ID information to the transfer destination in response to a request from the transfer destination.

  The procedure management system and procedure management method according to the present invention can be applied to a procedure management system and procedure management method for managing various procedures for public offices and administrative institutions, such as patent and trademark application procedures.

It is the block diagram which showed an example of the whole structure of the procedure management system which concerns on this embodiment. It is the sequence chart which showed the outline | summary of the flow of the procedure by a procedure management system. (A) It is the figure which showed an example of the client ID information previously stored in a memory | storage means, and transfer destination information. (B) It is the figure which showed an example of the agent ID information previously memorize | stored in a memory | storage means. (C) It is the figure which showed an example of the agent procedure information memorize | stored beforehand by a memory | storage means. It is the figure which showed an example of procedure history information. It is the sequence chart which showed the detail of the flow of the procedure by a procedure management system. It is the figure which showed an example of the email transmitted to a procedure management system from an agent terminal. It is the figure which showed an example of the update information transmitted to a client terminal from a procedure management system. It is the figure which showed an example of the procedure history information transmitted to a client terminal from a procedure management system. It is the figure which showed the other example of the procedure history information transmitted to a client terminal from a procedure management system.

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 Procedure management system 12 Network 14A, 14B Client terminal 16A, 16B, 16C Agent terminal 18 Government office 20 Procedure management terminal 22 Storage means 24 Information acquisition means 26 Information storage means 28 Update information transmission means 30 Procedure history information transmission means

Claims (14)

It has a procedure management terminal communicably connected to a plurality of agent terminals and a plurality of client terminals,
The agent terminal is
An e-mail including at least a procedure e-mail address, a source e-mail address, and procedure type information that is information for identifying various procedures by an agent, is configured to be transmitted to the procedure management terminal;
The procedure management terminal
A plurality of types of client ID information for identifying the plurality of client terminals, a plurality of types of transfer destination information associated with each of the plurality of types of client ID information, and a plurality of types for identifying the plurality of agent terminals Storage means for storing at least the agent ID information and a plurality of types of agent procedure information;
When the e-mail is received, the client ID information including the user name of the e-mail destination e-mail address is searched from a plurality of types of client ID information stored in the storage unit. This is acquired as specific client ID information, and includes a part of the domain name of the e-mail source mail address from among a plurality of types of agent ID information stored in the storage means Retrieval of agent ID information, obtain this as specific agent ID information, and from among a plurality of types of agent procedure information stored in the storage means, the title or text included in the e-mail Information acquisition means for searching for the same agent procedure information as the procedure type information and acquiring it as specific agent procedure information ;
Information storage means for associating the specific client ID information, the specific agent ID information, the specific agent procedure information, and at least a part of the e-mail with each other and storing it in the storage means as procedure history information When,
Among the transfer destinations indicated by the plurality of types of transfer destination information stored in the storage means, the transfer destination information stored in the storage means in association with the specific client ID information acquired by the information acquisition means. Update information transmitting means for transmitting, to a specific transfer destination, information including the URL of the procedure history information corresponding to the specific client ID information and notifying update of the procedure history information ;
Procedure history information transmitting means for transmitting at least a part of the procedure history information corresponding to the specific client ID information to the specific transfer destination in response to access to a URL included in the update information. Features
Procedure management system.   The client ID information is
  Stored in the storage means in association with the email address of the e-mail,
  The information acquisition means includes
  The client ID information including the user name of the e-mail transmission destination mail address is searched from a plurality of types of client ID information stored in the storage unit, and this is searched for the specific client ID information. Instead of getting as
From among a plurality of types of client ID information stored in the storage means, the client ID information associated with the e-mail destination mail address and stored in the storage means is searched, and this is searched for the specific client. It is obtained as ID information,
  The procedure management system according to claim 1.   The agent ID information is:
  Stored in the storage means in association with the email address of the e-mail,
  The information acquisition means includes
  From the plurality of types of agent ID information stored in the storage means, search for agent ID information configured to include a part of the domain name of the e-mail source email address. Instead of acquiring it as specific agent ID information,
The agent ID information stored in the storage means associated with the sender email address of the e-mail is searched from among a plurality of types of agent ID information stored in the storage means, and this is specified. It is obtained as agent ID information of
  The procedure management system according to claim 1 or 2.   The agent procedure information is:
  Stored in the storage means in association with the procedure type information included in the title or text of the email,
  The information acquisition means includes
  The proxy procedure information identical to the procedure type information included in the title or text of the e-mail is retrieved from a plurality of types of proxy procedure information stored in the storage means, and this is searched for the specific proxy Instead of acquiring it as human procedure information,
The agent procedure information stored in the storage means in association with the procedure type information included in the title or text of the e-mail is retrieved from a plurality of types of agent procedure information stored in the storage means. And acquiring this as the specific agent procedure information,
  The procedure management system in any one of Claims 1-3. The information storage means includes
When the procedure history information including the specific client ID information acquired by the information acquisition unit and the specific agent ID information is already stored in the storage unit, the specific client ID information and the specific The specific agent procedure information acquired by the information acquisition means and at least a part of the e-mail are respectively associated with the agent ID information of
The procedure management system according to any one of claims 1 to 4 . Whether the user name of the destination email address received by the information acquisition unit matches the client ID information, or a part of the domain of the source email address received by the information acquisition unit is the agent ID information determination means for determining whether or not the ID information matches,
When the ID information determination unit determines that the user name of the transmission destination email address received by the information acquisition unit does not match the client ID information, or the transmission source email address received by the information acquisition unit When it is determined that a part of the domain does not match the agent ID information, processing by the information storage unit, the update information transmission unit, and the procedure history information transmission unit is not performed.
The procedure management system in any one of Claims 1-5 . The information acquisition means includes
In addition to the e-mail, the attachment attached to the e-mail can be further received,
The information storage means includes
Storing the attached file in the storage means in further association with the procedure history information;
The update information transmitting means includes
Only the update information is transmitted to the specific transfer destination, and the attached file is not transmitted to the specific transfer destination,
The procedure management system in any one of Claims 1-6 . The attached file is
It is an electronic document to be submitted to a government office or administrative body, or an electronic document received from the government office or administrative body,
The procedure management system according to claim 7 . The update information transmitting means further includes:
The update information is transmitted to a transmission source indicated by the transmission source mail address included in the electronic mail,
The procedure management system in any one of Claims 1-8 . The client ID information and the agent ID information are associated and stored in the storage means,
A determination unit that determines whether the specific client ID information acquired by the information acquisition unit and the specific agent ID information are stored in association with each other;
When the determination unit determines that the specific client ID information and the specific agent ID information are not associated and stored, the information storage unit, the update information transmission unit, and the procedure history The processing by the information transmission means is not performed,
Procedure management system according to any of claims 1-9. A procedure management method executed by a procedure management terminal communicably connected to a plurality of agent terminals and a plurality of client terminals,
The agent terminal is
Sending an e-mail including at least a procedure e-mail address, a source e-mail address, and procedure type information that is information for identifying various procedures by an agent to the procedure management terminal,
In the storage means of the procedure management terminal,
A plurality of types of client ID information for identifying the plurality of client terminals, a plurality of types of transfer destination information associated with each of the plurality of types of client ID information, and a plurality of types for identifying the plurality of agent terminals Agent ID information and a plurality of types of agent procedure information are stored,
Information acquisition means of the procedure management terminal,
When the electronic mail is received, the client ID information including at least a part of the e-mail destination mail address is searched from a plurality of types of client ID information stored in the storage unit. This is acquired as specific client ID information, and the proxy is configured to include at least a part of the e-mail sender email address from among a plurality of types of agent ID information stored in the storage means. Search for person ID information, acquire this as specific agent ID information, and the procedure included in the title or text of the e-mail from a plurality of types of agent procedure information stored in the storage means Search for the same agent procedure information as the type information, obtain this as specific agent procedure information ,
Information storage means of the procedure management terminal,
The specific client ID information, the specific agent ID information, the specific agent procedure information, and at least a part of the e-mail are associated with each other and stored as procedure history information in the storage unit,
Update information transmitting means of the procedure management terminal,
Among the transfer destinations indicated by a plurality of types of transfer destination information stored in the storage means, the transfer destination information stored in the storage means in association with specific client ID information acquired by the information acquisition means. Information including the URL of the procedure history information corresponding to the particular client ID information and updating information for notifying the update of the procedure history information is transmitted to the specified transfer destination.
Procedure history information transmission means of the procedure management terminal,
In response to access to a URL included in the update information , at least a part of procedure history information corresponding to the specific client ID information is transmitted to the specific transfer destination.
Procedure management method.   The client ID information is
  Stored in the storage means in association with the email address of the e-mail,
  The information acquisition means includes
  The client ID information including at least a part of the e-mail destination e-mail address is searched from a plurality of types of client ID information stored in the storage unit, and the client ID information is searched for the specific client ID. Instead of getting it as information,
From among a plurality of types of client ID information stored in the storage means, the client ID information associated with the e-mail destination mail address and stored in the storage means is searched, and this is searched for the specific client. It is obtained as ID information,
  The procedure management method according to claim 11.   The agent ID information is:
  Stored in the storage means in association with the email address of the e-mail,
  The information acquisition means includes
  From the plurality of types of agent ID information stored in the storage means, search for agent ID information configured to include at least a part of the e-mail source email address, and search for the agent ID information. Instead of obtaining as agent ID information,
The agent ID information stored in the storage means associated with the sender email address of the e-mail is searched from among a plurality of types of agent ID information stored in the storage means, and this is specified. It is obtained as agent ID information of
  The procedure management method according to claim 11 or 12.   The agent procedure information is:
  Stored in the storage means in association with the procedure type information included in the title or text of the email,
  The information acquisition means includes
  The proxy procedure information identical to the procedure type information included in the title or text of the e-mail is retrieved from a plurality of types of proxy procedure information stored in the storage means, and this is searched for the specific proxy Instead of acquiring it as human procedure information,
The agent procedure information stored in the storage means in association with the procedure type information included in the title or text of the e-mail is retrieved from a plurality of types of agent procedure information stored in the storage means. And acquiring this as the specific agent procedure information,
  The procedure management method according to claim 11.