JP4291675B2 - Report creation support device - Google Patents

Description

  The present invention relates to a report creation support apparatus that automatically creates a report data file for creating a report on the status of implementation of investment education conducted for a defined contribution pensioner.

  In recent years, defined contribution pension plans have been introduced as an alternative to defined benefit pension plans. The defined contribution pension system is a system in which each participant (employee) selects and manages investment products at his / her own risk and receives benefits that vary according to investment results in the future.

  By the way, when moving to the defined contribution pension system, the management risk of the pension assets that the company had moved to the participants, so various obligations are imposed on companies that have introduced the system. For example, “Provision of basic data on asset management and other necessary measures (so-called investment education)” stipulated in Article 22 of the Defined Contribution Pension Act (Act No. 88 of June 29, 2001) One of them.

  This investment education is to provide participants with various information such as specific contents of defined contribution pension plans, the structure and characteristics of financial products, basic knowledge of asset management, etc. Of course, after the subscription, necessary and appropriate information must be continuously provided so that the subscriber can fully understand the level of knowledge and needs of each subscriber.

  If a company that has introduced a defined contribution pension system does not properly carry out investment education for its members, it will not immediately impose penalties or administrative sanctions, but it will participate because investment education is insufficient. You may be liable for damages in the event of damage.

  For this reason, companies that have introduced a defined contribution pension plan need to provide sufficient investment education to their members. However, in order to enhance education content and reduce expenses, the investment education May be entrusted to an electronic education system (for example, see Patent Document 1) using the Internet.

JP-A-11-282826 (all pages)

  By the way, as one of the techniques for proving that investment education for employees is properly implemented, there is a method of submitting a report on the implementation status of investment education to the Ministry of Health, Labor and Welfare. In other words, by providing the contents and methods of investment education and the proficiency level of subscribers in the report and submitting them to the Ministry of Health, Labor and Welfare, evidence of proof that the company is conducting investment education for subscribers. It can be one.

  However, since the contents and proficiency of investment education differ for each subscriber, it takes a lot of labor and time to appropriately and objectively evaluate these and prepare a report.

  Therefore, an object of the present invention is to provide a report creation support apparatus that can easily and appropriately create a report on the implementation status of investment education conducted for a member of a defined contribution pension.

  The invention according to claim 1 devised to solve such a problem creates a report data file for creating a report on the status of implementation of investment education conducted for participants of defined contribution pension plans. A report creation support device for transmitting to the terminal of the pension manager, the format information storage means for storing the format information of the report, and the contents of the investment education performed individually for the plurality of subscribers, Individual training storage means for storing individual training information including at least the degree of understanding of the contents of the investment education and the date and time when the investment education was implemented in association with the personal information of each subscriber, and a report transmitted from the terminal Receiving means for receiving the preparation conditions and individual training information that matches the report preparation conditions received by the receiving means from the individual training information stored in the individual training storage means. Extracting the degree of understanding of the plurality of subscribers for each content of the investment education from the individual training information searched by the search means, and calculating an average value of the understanding level for each content of the investment education A calculation means for calculating, and adding the average information calculated by the calculation means and the report creation conditions, the individual training information searched by the search means, and the average value calculated by the calculation means to the form information stored in the form information storage means It comprises a file creation means for creating a data file, and a transmission means for sending a report data file created by the file creation means to the terminal.

  According to such a report creation support device, a report data file conforming to the report creation conditions transmitted from the terminal of the pension manager is automatically created and transmitted to the terminal of the pension manager. This report data file will contain not only the desired individual training information but also the prescribed format information, so the pension administrator who received this report data file will connect the report data file to the terminal It is possible to easily create a report simply by outputting it using output means such as a printer device.

  The invention according to claim 2 is the report creation support apparatus according to claim 1, wherein the calculation means includes a plurality of items for each content of the investment education from the individual training information searched by the search means. The degree of understanding of the subscriber is extracted, and an average value of the degree of understanding for each age is calculated for each content of the investment education.

  According to such a report creation support apparatus, the average value of the degree of understanding by age is included in the report data file.

The invention according to claim 3 is the report creation support apparatus according to claim 1 or claim 2, wherein the theme of the group training conducted for the plurality of subscribers and the date and time when the group training was conducted. A group training storage means for storing at least group training information is further provided, and the search means conforms to the report creation condition received by the receiving means from the group training information stored in the group training storage means. The group training information is searched, and the file creation means creates the report data file by further adding the group training information retrieved by the retrieval means to the format information stored in the format information storage means. Features.

  According to such a report creation support apparatus, group training information related to group training is included in the report data file.

  According to the report creation support apparatus according to the present invention, a report data file necessary for creating a report on the implementation status of investment education conducted for a defined contribution pension member is automatically created. The administrator can easily and appropriately create the report.

  Hereinafter, the best mode for carrying out the present invention will be described in detail with reference to the accompanying drawings.

  As shown in FIG. 1, the report creation support apparatus 1 according to the present embodiment creates a report data file for creating a report R on the implementation status of investment education conducted for a defined contribution pension member. It is created and transmitted to the terminal T1 of the pension administrator, and is realized by a computer C connected to a communication line N such as the Internet or a local area LAN. The “Report R” is submitted to the corporate pension instructor of the Ministry of Health, Labor and Welfare, and the report data file transmitted to the terminal T1 of the pension administrator is output from the printer device or the like connected to the terminal T1. It is created by outputting (printing) from the means P.

  As shown in FIG. 1, in addition to the terminal T1 of the pension administrator, the computer C includes a terminal T2 of the operation manager of the report creation support apparatus 1 (computer C) and a terminal T3 of the defined contribution pensioner. Are connected via a communication line N.

  The computer C not only functions as the report creation support apparatus 1 but also functions as a server for providing bi-directional learning type investment education (so-called “E-learning”), and an electronic education system together with the terminal T3. Is building. That is, each subscriber can individually learn about the defined contribution pension by accessing the computer C from the terminal T3 and downloading the teaching materials and the like.

  The operation manager uses the terminal T2 to update various information and programs stored in the computer C, and the pension administrator uses the terminal T1 to answer questions received from each subscriber. Answer by email.

  As shown in FIG. 2, the computer C includes a central processing unit (CPU) C1, a storage device C2 composed of a semiconductor memory, a magnetic disk, and the like, a communication interface C3 for connecting to a communication line N, and these. It is configured to include at least a bus line C4 to be connected, and in this embodiment, further includes an input device C5 including a keyboard and a mouse, and a display device C6 including a display.

  The storage device C2 stores a format file C21 in which the format information of the report R (see FIG. 1) is stored, an individual training file C22 in which individual training information and subscriber's personal information are stored, and group training information. The group training file C23 is stored. That is, in the present embodiment, the storage device C2 stores the format information storage means 10 (see FIG. 7) for storing the format information of the report R, and the individual training storage means for storing the individual training information and the subscriber's personal information in association with each other. 20 (see FIG. 7), it functions as a group training storage means 30 (see FIG. 7) for storing group training information. Although illustration is omitted, the storage device C2 stores various input form files in which input forms for inputting report creation conditions and group training information are stored, files in which teaching materials relating to investment education are stored, A file storing a comprehension check test for checking the results of investment education, a file storing a glossary, and the like are also stored.

  Further, the storage device C2 stores a search program C25, a calculation program C26, and a file creation program C27 as a CGI (Common Gateway Interface) program in addition to a control program C24 including an OS (operating system) and a WWW server program. Each program C24 to C27 is read and executed by the central processing unit C1, so that each device constituting the computer C has the receiving means 40, the searching means 50, and the calculation as shown in FIG. It functions as the means 60, the file creation means 70, and the transmission means 80.

  In the format file C21, as shown in FIGS. 3A and 3B and FIGS. 4A and 4B, format information consisting of items (headings, tables, etc.) commonly described in the report R is stored. Stored. The format of the format information is not particularly limited. For example, an HTML format can be used. Here, as shown in FIG. 3A, “Report R” includes “Submission”, “Reporter”, “Period of implementation”, “Number of subscribers” and “ “Understanding the basic items” is described in “Implementation content and method”, and “Understanding level check” in “Implementation content and method” is described on the second page as shown in FIG. As shown in FIG. 4 (a), items related to “group training” among “implementation contents and method” are described on the third page. Further, as shown in FIG. 4B, “overall evaluation” and “confirmation” are described on the fourth page.

  In the individual training file C22, as shown in FIG. 5, the subscriber's personal information and individual training information are stored in association with each other. Here, “personal information” refers to information related to the subscriber such as name, ID, password, date of birth, department, etc. In addition, “individual training information” refers to information on the degree of understanding (scores of the understanding level check test) and the date and time of the understanding level check test for each content of investment education conducted individually for each subscriber. Say. The contents of investment education to be provided to participants include those related to pension systems (public pension, retirement / corporate pension, individual pension, defined contribution pension, Company employment rules / retirement allowances, company defined contribution company pension rules), investment education (basic knowledge of financial economy, basic theory of investment theory, basic knowledge of financial products, basic knowledge of life planning, asset allocation Basic knowledge, basic knowledge for selecting investment products) and management plan creation (operation plan creation by age, product description by portfolio (portfolio)).

  The group training file C23 stores group training information as shown in FIG. Here, “group training information” refers to the number of group training sessions, date, time, venue, theme, lecturer (name, attributes, career), target audience, attendance rate, response to absentees, questionnaire collection rate Information about group training such as questions and requests.

  Since the report creation support apparatus 1 is used by a plurality of companies, the individual training file C22 and the group training file C23 are created for each company.

  Next, the logical structure of the report creation support apparatus 1 according to the present embodiment will be described with reference to the block diagram shown in FIG.

  The report creation support apparatus 1 includes a format information storage unit 10, an individual training storage unit 20, a group training storage unit 30, a reception unit 40, a search unit 50, a calculation unit 60, a file creation unit 70, and a transmission unit 80. Yes. Here, the format information storage means 10, the individual training storage means 20, and the group training storage means 30 are realized by the storage device C2 (see FIG. 2) as described above.

  The receiving means 40 receives various input form transmission requests, report creation conditions and group training information transmitted from the terminal T1 of the pension administrator, and if the received information is an “input form transmission request”, If the “input form transmission request” is sent to the transmission means 80 and the received information is “report creation condition”, the “report creation condition” is temporarily written in the storage device C2 (see FIG. 2). If the received information is “group training information”, the “group training information” is written in the group training storage means 30. Here, the “report preparation conditions” are conditions for narrowing down the contents and timing of investment education to be included in the report. In addition to the investment education implementation period (period), the company name, ID, Passwords are also included.

  The search means 50 temporarily writes the report creation conditions (stored in the storage device C2) received by the receiving means 40 from the individual training information stored in the individual training storage means 20 (individual training file C22 shown in FIG. 2). The individual training information suitable for the report creation conditions) is retrieved, and the retrieved individual training information and the personal information associated with the individual training information are temporarily written in the storage device C2. For example, when “implementation time” is included in the report creation conditions, “date and time” when the comprehension check test is performed for each investment education content is stored in the individual training information stored in the individual training storage means 20. (See FIG. 5), the search means 50 determines whether or not the above “date and time” is included in the “execution time” of the report creation condition. The individual training information is extracted together with the personal information and is temporarily written in the storage device C2 (see FIG. 2). Further, the search means 50 selects group training information that matches the report creation conditions received by the receiving means 40 from the group training information stored in the group training storage means 30 (group training file C23 shown in FIG. 2). The search is performed and the result is temporarily written in the storage device C2.

  The calculation means 60 understands all subscribers for each investment education content (intelligibility check) from the individual training information searched by the search means 50 (individual training information temporarily written in the storage device C2). The test score) is extracted, the average value of the understanding level of all the subscribers is calculated for each investment education content, and the result is temporarily written in the storage device C2. Further, the calculation means 60 extracts the understanding level of all the subscribers for each content of the investment education from the individual training information written in the storage device C2, and averages the understanding level for each content of the investment education for each age. Calculate the value. The “age” of the subscriber is calculated based on the “date of birth” (see FIG. 5) included in the personal information.

  The file creation means 70 temporarily writes the format information stored in the format information storage means 10 (format file C21 shown in FIG. 2), the individual training information and group training information searched by the search means 50 (stored in the storage device C2). Individual training information and group training information), the average value of the comprehension calculated by the calculating means 60 (the average value of all the subscribers temporarily written in the storage device C2 and the average value by age) Read out, and further add individual training information, group training information, average understanding level (all subscribers, by age group) and report creation conditions transmitted from the terminal T1 to the format information to create a report data file . More specifically, individual training information (implementation time and number of participants) is added to the blanks R11 and R12 on the first page of the report R shown in FIG. 3A, and the report creation conditions are blanks R13 and R14. (Investment education method, time) is added, and report creation conditions (investment education method) are added to the blank R21 on the second page of the report R shown in FIG. Is added with the average value of comprehension calculated by the calculating means 60 and the average value of comprehension by age, and further, group training is provided in blanks R31 to R38 on page 3 of the report R shown in FIG. Information is added to form a report data file. As shown in FIG. 7, the file creation means 70 temporarily writes the created report data file in the storage device C2.

  The transmission means 80 transmits the report data file created by the file creation means 70 (report data file written in the storage device C2) to the terminal T1. Further, when receiving the input form transmission request from the receiving means 40, the transmission means 80 reads the input form file from the storage device C2 and transmits it to the terminal T1.

  Next, the operation of the report creation support apparatus 1 will be described in detail with reference to the block diagram shown in FIG. 7 and the timing chart shown in FIG. Here, the timing chart shown in FIG. 8 shows the exchange of information between the report creation support apparatus 1 and the terminal T1 of the pension administrator, the exchange of information between the report creation support apparatus 1 and the subscriber terminal T3, and the report. The flow of operation | movement of the preparation assistance apparatus 1, the flow of operation of an annuity administrator, and the operation flow of a subscriber are shown.

  As shown in FIG. 8, the pension administrator transmits an input form transmission request for report creation conditions from the terminal T1 to the report creation support apparatus 1 (S21).

  When the input form transmission request is received by the report creation support apparatus 1, an input form file for inputting report creation conditions is read out from the storage device C2 (see FIG. 2) and sent to the terminal T1 of the pension administrator. It is transmitted (S31). More specifically, as shown in FIG. 7, an input form transmission request transmitted from the terminal T1 is received by the receiving means 40, and an input form file for inputting report creation conditions is transmitted to the terminal T1 by the transmitting means 80. The

  When an input form file for inputting report creation conditions is received at the terminal T1 of the annuity manager, an input form F1 shown in FIG. 9 is displayed on a display means (not shown) such as a display. In the input form F1 for inputting the report creation conditions, a plurality of input units F11, a send button F12, and an end button F13 that can input numerical data or character data by an input device (not shown) such as a keyboard or a mouse are arranged. ing.

  The pension administrator operates the input device and inputs the investment education implementation period (period) that should be described in the report to each input section F11 of the input form F1 and the time when each content of the investment education was implemented as appropriate. Then, the transmission button F12 is clicked to transmit the report creation conditions to the report creation support apparatus 1 (S22 shown in FIG. 8). When the end button F13 is selected, the communication with the report creation support apparatus 1 ends.

  As shown in FIG. 7, when the report creation condition transmitted from the terminal T1 is received by the receiving means 40 of the report creation support apparatus 1, the individual training information stored in the individual training storage means 20 by the search means 50 Individual training information that matches the report creation conditions is retrieved from the list (S32 shown in FIG. 8), and similarly, a report is created from the group training information stored in the group training storage unit 30 by the retrieval unit 50. Group training information matching the conditions is retrieved (S33 shown in FIG. 8), and the retrieved individual training information and group training information are temporarily stored in the storage device C2. More specifically, when the report creation condition transmitted from the terminal T1 is received by the receiving means 40, the report creation condition is temporarily stored in the storage device C2, and the search program C25 (see FIG. 2). ) Is automatically activated, and as a result, individual training information that matches the report creation conditions stored in the storage device C2 is retrieved from the individual training information stored in the individual training storage means 20, and similarly. The group training information that matches the report creation conditions stored in the storage device C2 is retrieved from the group training information stored in the group training storage means 30.

  When the individual training information and group training information matching the report preparation conditions are retrieved by the retrieval means 50, the calculation means 60 understands each subscriber's degree of understanding (understanding degree check) for each investment education content from the individual training information. The test score) is extracted, and the average value is calculated based on the extracted comprehension degree (S34 shown in FIG. 8). Furthermore, the “age” of each subscriber is calculated from the date of birth in the individual training information by the calculating means 60, and based on this, the average value of the degree of understanding is calculated (S35 shown in FIG. 8). . More specifically, when the search means 50 searches for individual training information and group training information that meet the report preparation conditions, the calculation program C26 (see FIG. 2) is automatically started, and as a result, investment education An average value of comprehension level is calculated for each content, and further, an average value of comprehension level by age is calculated, and these calculation results are temporarily stored in the storage device C2.

  When the average value of comprehension level and the average value of comprehension level are calculated by the calculation unit 60, the format information stored in the format information storage unit 10 is read by the file creation unit 70, and further read out. The format information includes report preparation conditions, individual training information and group training information searched by the search means 50, an average value of comprehension calculated by the calculating means 60, and an average value of comprehension by age. In addition, a report data file is created (S36 shown in FIG. 8). More specifically, when the average value of comprehension and the average value of comprehension by age are calculated by the calculation means 60, the file creation program C27 (see FIG. 2) is automatically started, and as a result, individual training Information, group training information, average value of understanding level of all subscribers and average value of understanding level by age are added to form a report data file. The report data file created by the file creation means 70 is temporarily stored in the storage device C2.

  When the report data file is created by the file creation means 70, the report data file temporarily stored in the storage device C2 is read by the transmission means 80 and transmitted to the terminal T1 of the pension administrator (see FIG. S37 shown in FIG.

  When the report data file is received by the terminal T1, the content is displayed on a display means such as a display of the terminal T1. That is, each column R11 to R14 of “Understanding basic items” of “Implementation time”, “Number of subscribers” and “Contents and methods of implementation” on the first page of the report shown in FIG. b) Each column R21 to R23 of “Understanding level check” on the second page of the report shown in FIG. 4B and each column R31 to R38 of “Group training” on the third page of the report shown in FIG. The information is displayed on the display means of the terminal T1 in a state where the items are entered. Then, the pension administrator fills in the necessary information for “Submission” and “Reporter” on the first page of the report shown in FIG. 3 (a), and the report No. 4 shown in FIG. 4 (b). After filling in the items necessary for “comprehensive evaluation” and “confirmation” on the page, the report data file is printed by output means P (see FIG. 1) such as a printer connected to the terminal T1 (as shown in FIG. 8). S23), the report to be submitted to the Ministry of Health, Labor and Welfare will be completed.

  Next, a procedure for accumulating “individual training information” in the individual training storage unit 20 (individual training file C22) and a procedure for accumulating “group training information” in the group training storage unit 30 (group training file C23) will be described.

  The “individual training information” stored in the individual training storage means 20 is accumulated each time each subscriber performs an understanding level check test using the terminal T3. That is, as shown in FIG. 8, each subscriber performs e-learning on the defined contribution pension using the terminal T3 (S11), and further performs a comprehension check test from the computer C for each content of investment education. The answer is downloaded and answered (S12), and the answer is sent to the computer C (S13). At this time, the individual training storage means 20 is comprehended (the score of the comprehension check test), and investment education is conducted. Date and time are stored for each subscriber.

  On the other hand, the “group training information” stored in the group training storage means 30 is accumulated when the pension administrator transmits group training information from the terminal T1 to the report creation support device 1 for each group training. This will be described in more detail with reference to the timing chart shown in FIG. First, when practicing group training, the pension administrator transmits an input form transmission request for group training information input from the terminal T1 to the report creation support apparatus 1 (S41). When the input form transmission request is received by the report creation support apparatus 1, the input form file for group training information input is read from the storage device C2 (see FIG. 2) and transmitted to the terminal T1 of the pension administrator. (S51). When the input form file for group training information input is received by the terminal T1 of the pension administrator, the input form F2 for group training information input shown in FIG. 11 is displayed on display means (not shown) such as a display of the terminal T1. Is done. Here, as shown in FIG. 11, the input form F2 includes a plurality of input units F21 to F28, a send button F29, and an end button F30 that can input numerical data or character data using an input device such as a keyboard or a mouse. Has been placed. The pension administrator operates the input device to appropriately input group training information such as the theme and time of group training in the input sections F21 to F28 of the input form F2, and then clicks the send button F29 to set the group The training information is transmitted to the report creation support apparatus 1 (S42 shown in FIG. 10). When the end button F30 is selected, the communication with the report creation support apparatus 1 ends. As shown in FIG. 10, when the group training information transmitted from the terminal T1 is received by the report creation support apparatus 1, the group training information is stored in the group training storage means 30 (S52).

  As described above, according to the report creation support apparatus 1 according to the present embodiment, a report data file that conforms to the report creation conditions transmitted from the terminal T1 of the pension administrator is automatically created, and the report data file is It is transmitted to the terminal T1 of the pension administrator. Since this report data file includes not only the desired individual training information or group training information but also predetermined format information, the pension administrator who has received this report data file must save the report data file. It is possible to easily create a report simply by outputting it by the output means P such as a printer connected to the terminal T1.

It is a schematic diagram which shows the relationship between the report preparation assistance apparatus which concerns on this embodiment, a terminal of a pension administrator, etc. FIG. It is a block diagram which shows the physical structure of the computer which functions as a report preparation assistance apparatus which concerns on this embodiment. (A) (b) is a figure which shows the format of a report. (A) (b) is a figure which similarly shows the format of a report. It is a figure which shows the content of the personal information memorize | stored in the individual training memory | storage means (individual training file) and individual training information. It is a figure which shows the content of the group training information memorize | stored in the group training memory | storage means (group training file). It is a block diagram which shows the logical structure of the report preparation assistance apparatus which concerns on this embodiment. It is a timing chart which shows transfer of information with the report preparation assistance apparatus and pension administrator's terminal which concern on this embodiment. It is a figure which shows the input form for report preparation conditions displayed on the terminal of an annuity manager. It is a timing chart for demonstrating the accumulation | storage procedure of group training information. It is a figure which shows the input form for group training displayed on the terminal of a pension administrator.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Report preparation assistance apparatus 10 Format information storage means 20 Individual training storage means 30 Group training storage means 40 Reception means 50 Search means 60 Calculation means 70 File preparation means 80 Transmission means T1 Pension administrator's terminal

Claims (3)

A report creation support device that creates a report data file for creating a report on the implementation status of investment education conducted for a defined contribution pensioner and transmits it to a terminal of a pension administrator,
Format information storage means for storing format information of the report;
The individual training information including at least the contents of the investment education individually conducted for the plurality of subscribers, the degree of understanding about the contents of the investment education, and the date and time when the investment education was conducted is associated with the personal information of each subscriber. Individual training storage means to memorize,
Receiving means for receiving a report creation condition transmitted from the terminal;
Search means for searching for individual training information that matches the report creation conditions received by the receiving means from the individual training information stored in the individual training storage means;
Calculating means for extracting an understanding level of the plurality of subscribers for each content of the investment education from the individual training information searched by the search means, and calculating an average value of the understanding level for each content of the investment education; ,
A file for creating a report data file by adding the report creation conditions, the individual training information searched by the search means, and the average value calculated by the calculation means to the format information stored in the format information storage means Creating means;
A report creation support apparatus comprising: a transmission unit that transmits the report data file created by the file creation unit to the terminal.   The calculation means extracts the understanding level of the plurality of subscribers for each content of the investment education from the individual training information searched by the search means, and for each content of the investment education, The report creation support apparatus according to claim 1, wherein an average value is calculated. A group training storage means for storing group training information including at least the theme of the group training conducted for the plurality of subscribers and the date and time when the group training was conducted, is further provided.
The search means searches for group training information that matches the report creation conditions received by the receiving means from the group training information stored in the group training storage means,
The file creation means creates the report data file by further adding group training information searched by the search means to the format information stored in the format information storage means. The report creation support apparatus according to claim 2.

Images