JP4834924B2 - Electronic form input support device, program, electronic form program, and platform - Google Patents

Description

[0001]
BACKGROUND OF THE INVENTION
The present invention relates to a system for performing various application and notification procedures using the Internet or the like.
[0002]
[Prior art]
Conventionally, various procedures such as application and notification to public offices, application to companies, registration, and contracts were basically performed using paper documents. In other words, the procedure was performed by the procedure person filling out the necessary items in a form prepared in advance and then stamping as necessary or attaching necessary documents to the submission destination. .
[0003]
With recent advances in network technology and the trend toward paperless printing, it is possible to efficiently perform the various procedures described above by sending and receiving electronic document data instead of paper documents on the Internet. It is becoming.
[0004]
[Problems to be solved by the invention]
However, when a user who performs such a procedure inputs necessary items to an electronic form to create an electronic document, a certain amount of support or assistance is often required. Generally, documents to be submitted to government offices and companies have many rules regarding the contents and method of description, and it is necessary to input necessary items in the correct order according to the rules. In particular, insurance contracts and other documents relating to various contracts are determined in advance in the order of entry of necessary items, signatures and seals, and only documents created in the correct order are treated as valid. Accordingly, there is a need for a system that allows a user to easily input necessary items in the correct order and create an electronic document for the procedure.
[0005]
The present invention has been made in view of the above problems, and the problem is that a procedure person inputs necessary items in the correct order when performing various procedures using electronic documents through a network such as the Internet. This makes it possible to easily create an electronic document.
[0006]
[Means for Solving the Problems]
  According to one aspect of the present invention,Electronic form input support apparatus for transmitting / receiving electronic form pack including electronic form including a plurality of input fields, processing module, processing order data indicating processing order of processing steps for input fields, and processing stage data indicating current processing stage In the electronic form packDisplay means for displaying an electronic form on a display device; input means for receiving input by a user and inputting the input into the input field;In the electronic form packOrder dataAnd current processing stage dataSeeAccording to the instruction of the processing module, the input field to be input by the user is highlighted on the display means.Control means for controlling electronic form input processing by the user;Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing, and an input content change instruction by the user for an input field corresponding to a processing stage for which input processing has already been completed Change control means for changing the current process stage data to the process stage specified by the input content change instructionWithThe control means refers to the current processing stage data changed by the change control means, and executes the input process retrospectively according to the processing order data.
[0007]
  According to this,Since the input field to be input by the user is highlighted at each processing stage, the user can easily grasp the input field to be input.Also,When changing or correcting the input contents at the processing stage where the input processing has been completed in the past, the process goes back to the processing stage, and thereafter, the input processing is executed according to the processing order data. Therefore, since the input process after the process stage in which the contents are changed or corrected is performed again, it is possible to prevent the past input contents from being illegally changed.
[0008]
  In one aspect of the electronic form input support device,The electronic form has a contract content entry field and a contractor signature field as input fields, and the change control means changes the current processing stage data retroactively beyond the stage of filling in the contractor signature field. Even in such a case, the control means refers to the current processing stage data changed by the change control means, executes the input processing retroactively according to the processing order data, and fills in the signature column of the contractor The input process is performed again.
[0009]
  According to this,It is possible to prevent the past input contents from being changed illegally.
[0010]
  In another aspect of the electronic form input support device,The processing stage storage meansIs completed at the point of interruption when the input process is interrupted by the userCurrentProcessing stagedataTheIn the electronic form packMemoryLetWhen the input process is resumed by the user, the storedCurrentProcessing stageProcessing stage indicated in the dataInterruption control means for controlling the control means so as to cause the user input processing to be executed from the next processing stage.
[0011]
  According to this aspect, since the completed processing stage is stored when the input process is interrupted by the user, the input process can be continued from the subsequent processing stage when the input process is resumed.
[0012]
In another aspect of the electronic form input support apparatus, the control means includes output means for printing out the electronic form on a paper medium in the final processing stage, and the output means is filled in by the user after the print output. Print the electronic form with the input field highlighted.
[0013]
According to this aspect, the input process by the terminal is completed, and the column for the user to input, seal, etc. is highlighted in a state where the electronic form is printed on the paper medium.
[0014]
In still another aspect of the electronic form input support device, means for determining an input medium used by a user for input, and means for determining the highlighting method according to the type of the input medium, Further prepare.
[0015]
According to this aspect, highlighting is performed in an appropriate manner according to the medium used by the user for input.
[0016]
  According to another aspect of the invention,Electronic form input support apparatus for transmitting / receiving electronic form pack including electronic form including a plurality of input fields, processing module, processing order data indicating processing order of processing steps for input fields, and processing stage data indicating current processing stage As an electronic form input support program for causing a computer to function as the computer in the electronic form packDisplay means for displaying an electronic form on a display device; input means for receiving input by a user and inputting the input into the input field;In the electronic form packOrder dataAnd current processing stage dataSeeAccording to the instruction of the processing module, the input field to be input by the user is highlighted on the display means.Control means for controlling electronic form input processing by the user;Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing, and an input content change instruction by the user for an input field corresponding to a processing stage for which input processing has already been completed Is input to the processing stage specified by the input content change instruction, the control means functions as a change control means for changing the current processing stage data, and the control means Referring to processing stage data, input process is executed retrospectively according to processing order dataMake it work.
[0017]
  According to this,Since the input field to be input by the user is highlighted at each processing stage, the user can easily grasp the input field to be input.Also,Since the input processing after the processing stage in which the content is changed or corrected is performed again, it is possible to prevent the past input content from being illegally changed.
[0018]
  One aspect of the electronic form input support program is as follows:The electronic form has a contract content entry field and a contractor signature field as input fields, and the change control means changes the current processing stage data retroactively beyond the stage of filling in the contractor signature field. Even in such a case, the control means refers to the current processing stage data changed by the change control means, executes the input processing retroactively according to the processing order data, and fills in the signature column of the contractor The input process is performed again.
[0019]
  According to this,It is possible to prevent the past input contents from being changed illegally.
[0020]
  In another aspect of the electronic form input support program,The processing stage storage means includesWhen the input process is interrupted by the user, it is completed at the time of the interruptionCurrentProcessing stagedataTheElectronic form packMemoryLetWhen the input process is resumed by the user, the storedCurrentProcessing stageProcessing stage indicated in the dataThe computer is caused to function as an electronic form input support device further comprising: interruption control means for controlling the control means so as to execute user input processing from the next processing stage.
[0021]
  According to this aspect, since the completed processing stage is stored when the input process is interrupted by the user, the input process can be continued from the subsequent processing stage when the input process is resumed.
[0022]
In another aspect of the electronic form input support program, the control means includes an output means for printing out the electronic form on a paper medium in the final processing stage, and the output means is filled in by the user after the print output. Print the electronic form with the input field highlighted.
[0023]
According to this aspect, the input process by the terminal is completed, and the column for the user to input, seal, etc. is highlighted in a state where the electronic form is printed on the paper medium.
[0024]
Still another aspect of the electronic form input support program includes: means for determining an input medium used by a user for input; and means for determining the highlighting method according to the type of the input medium. Further, the computer functions as an electronic form input support device.
[0025]
According to this aspect, highlighting is performed in an appropriate manner according to the medium used by the user for input.
[0026]
  In still another aspect of the present invention, an electronic form including a plurality of input fields, a plurality of processing stages executed in input processing to the electronic form, an input subject to be input in each processing stage, and each processing stage Processing order data indicating input fields to be input in, andProcessing stage data indicating the current processing stage;An input processing program that refers to the processing order data and controls an input process of an electronic form by a user, and an electronic form program that receives a user input and inputs the input to the input field; Means for advancing the processing stage in response to an input by a user with reference to processing order data, and transmitting the electronic form program to a terminal device of an input subject to be input in each processing stage; and the processing order dataAnd current processing stage dataA display means for displaying the electronic form on the display device in a state where the input field to be input by the user is highlighted in each processing stage,Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing, and an input content change instruction by the user for an input field corresponding to a processing stage for which input processing has already been completed Change control means for changing the current process stage data to the process stage specified by the input content change instructionTo act asThe control means refers to the current processing stage data changed by the change control means, and executes the input process retrospectively according to the processing order data.To function as.
  According to this,Since the input field to be input by the user is highlighted at each processing stage, the user can easily grasp the input field to be input.Also,Since the input processing after the processing stage in which the content is changed or corrected is performed again, it is possible to prevent the past input content from being illegally changed.
[0027]
  In one aspect of the electronic form program, the control means includes output means for printing out the electronic form on a paper medium in the final processing stage, and the output means includes an input field to be filled in by the user after print output. Print the electronic form in a highlighted state.
  According to this aspect, the input process by the terminal is completed, and the column for the user to input, seal, etc. is highlighted in a state where the electronic form is printed on the paper medium.
[0028]
  According to another aspect of the electronic form program, means for determining an input medium used by the user for input, and means for determining the highlighting method according to the type of the input medium Make the computer work.
  According to this aspect, highlighting is performed in an appropriate manner according to the medium used by the user for input.
[0030]
  In yet another aspect of the present invention,Electronic form input support apparatus for transmitting / receiving electronic form pack including electronic form including a plurality of input fields, processing module, processing order data indicating processing order of processing steps for input fields, and processing stage data indicating current processing stage A display means for displaying the electronic form in the electronic form pack on a display device, an input means for receiving input by a user and inputting the input into the input field, processing order data in the electronic form pack, and current With reference to the processing stage data, in accordance with an instruction of the processing module, the display means highlights the input field to be input by the user to control the electronic form input processing by the user, and the input processing is completed. In response, the current processing stage data in the electronic form pack is updated and stored. Processing stage storage means, and the control means has output means for printing out the electronic form on a paper medium in the last processing stage, and the output means has an input field to be filled in by the user after print output. Print the electronic form in a highlighted state.
  According to this,When the input process by the terminal is completed and the electronic form is printed on a paper medium, a field for the user to input, seal, etc. is highlighted.
[0031]
  In another aspect of the electronic form input support device,Furthermore, a means for discriminating an input medium used for input by the user and a means for determining the highlighting method according to the type of the input medium are provided.
  According to this,Depending on the medium used for input by the user, highlighting is performed in an appropriate manner.
[0032]
DETAILED DESCRIPTION OF THE INVENTION
Preferred embodiments of the present invention will be described below with reference to the drawings.
[1] System configuration
FIG. 1 conceptually shows the configuration of a procedure system that performs input support according to an embodiment of the present invention. The procedure system of the present invention first has a function of executing various procedures including insurance contracts online.
[0033]
As shown in FIG. 1, a procedure entity 2, a procedure destination 3, a form production company 5, an external function provider 10, and an application / notification platform (hereinafter simply referred to as “platform”) 20 are connected through the Internet 1. Yes. The present invention can also be applied to networks other than the Internet.
[0034]
The procedure entity 2 is a person who performs various procedures such as application, and includes individuals and companies. The procedures include, for example, various applications, notifications, registrations, etc., which are made by individuals and companies to public offices, as well as applications, registrations, contracts, etc., which are made by individuals and companies for private companies. The procedure destination 3 is a party with which the procedure entity 2 performs predetermined procedures, and includes private companies such as banks and insurance companies in addition to government offices and the like. Although only one procedure destination 3 is shown in FIG. 1, a plurality of procedure destinations 3 are actually connected to the Internet 1.
[0035]
The form production company 5 is a company that creates and provides electronic forms of documents necessary for various procedures performed by the procedure entity 2 to the procedure destination 3. Conventional procedures such as application have been carried out using paper documents, but in this procedure system, procedures are executed using electronic forms. The “electronic form” is electronic data corresponding to an application form in a state before the procedure entity fills in necessary items. The electronic form includes a document name, an input item name, an input field, and the like in advance, and the procedure subject inputs necessary items in the input field. Data in which a procedure subject inputs necessary information in an electronic form and is ready to be submitted to a procedure destination may be hereinafter referred to as an “electronic document” in order to distinguish it from an unfilled electronic form. The form production company 5 has a role of creating an electronic form used for various procedures in response to a request from the procedure destination 3, and providing and registering the electronic form in the platform 20.
[0036]
The platform 20 is operated by the company A, enters between the procedure entity 2 and the customer 3 and performs various processes associated with the execution of the procedure. The external function provider 10 is a company, an organization, or the like that provides various specialized processes, services, and the like in connection with execution of procedures by the platform 20. With such a configuration, the procedure is executed between the procedure subject 2 and the procedure destination 3.
[0037]
Next, the configuration of the procedure system of the present invention will be described in detail with reference to FIG.
FIG. 2 is a functional block diagram showing the configuration of the procedure system.
[0038]
In FIG. 2, the procedure entity 2 communicates with the platform 20 through the Internet in various forms and performs procedures. As a method for accessing the platform 20, the procedure entity 2 can use a personal computer, a mobile phone, a PDA, etc. installed at home or work. The procedure entity 2 basically enters the platform 20 through a predetermined website on the Internet. In the case of a personal computer, the procedure body is accessed by accessing the platform 20 site using a web browser, accessing the platform site via a product portal site, or sending an e-mail to the site. Two-side data can be sent to the platform 20. Similarly, when a mobile phone is used, it is possible to communicate with the platform 20 by connecting to the Internet and browsing a web page or sending an e-mail. Note that the data transmitted from the procedure entity 2 to the platform 20 includes an electronic document created by the procedure entity 2 for various procedures, an electronic signature, and other accompanying data.
[0039]
Communication from the platform 20 to the procedure entity 2 can also be executed using the procedure entity 2's personal computer, mobile phone, or the like. That is, the platform 20 can transmit data to the procedure subject 2 on a web browser, and can transmit data to a personal computer or a mobile phone as an e-mail or a file itself. Further, when the procedure entity 2 side has a printer connected to the personal computer, the procedure entity 2 can output data downloaded through the personal computer to a paper medium. The data transmitted from the platform 20 to the procedure entity 2 includes the electronic form required for performing the procedure, information on the progress and completion of the procedure, the procedure entity 2 from the procedure destination 3 during or after the procedure is executed. This includes notification data sent to.
[0040]
The procedure destination 3 is an organization or a company that accepts various procedures such as a public office, a government office, or a company. The procedure destination 3 uses the terminal device to connect to the Internet and executes the procedure. The terminal device of the procedure destination 3 includes a data exchange block 3a and a form production instruction block 3b.
[0041]
The data exchange block 3a exchanges electronic documents such as application forms with the platform 20. The electronic document itself such as an application form is prepared by the procedure entity 2 and transmitted to the platform 20, and the platform 20 transmits the electronic document to the procedure destination 3 after predetermined processing. Accordingly, the data transfer block 3a plays a role of receiving various procedures at the procedure destination 3. In addition, the data transfer block 3a performs format conversion of the electronic document of the received application form as necessary. For example, when the electronic form used in the platform 20 such as an application form (that is, the electronic form in which the procedure subject inputs necessary information) and the electronic form used in the procedure destination 3 are different (the format is Even if they are different, the input items are the same), and the electronic document received from the platform 20 is converted into a format for the procedure destination 3 only. Note that this can be performed by using a tag of an electronic document configured in a structured language such as XML.
[0042]
Also, the form production instruction block 3b instructs the form production company 5 on the requirements specified in the procedure destination 3, and requests the production of an electronic form that conforms to the requirements.
[0043]
The form production company 5 has a form production & registration block 6 for producing an electronic form necessary for the procedure in response to an instruction from the procedure destination 3. The form production & registration block 6 includes a format conversion function 7, a form registration function 8, and a componentization management function 9. The form registration function 8 transmits the produced electronic form, notification object template, and the like to the platform 20 for registration. The format conversion function 7 executes format conversion (for example, conversion from XFA to PDF, etc.) as necessary in the electronic form production process and / or the registration process to the platform 20. The componentization management function 9 stores and manages the produced electronic form in units of components. The electronic form is composed of a plurality of sections like a normal paper application form. Here, each section is manufactured as a part, and one electronic form is configured as an assembly of a plurality of parts. In this way, for example, the parts used in a large number of electronic forms, such as addresses and names, can be managed in common, so that the production, correction, and deformation of the electronic forms can be made more efficient.
[0044]
The platform 20 is a part that plays a central role in the application / notification procedure, and is roughly divided into a data reception block 30, a data distribution block 35, a process management block 40, an application / notification procedure block 45, a file generation block 50, and a data management. A block 55, a form management block 60, and a procedure log management block 65 are included.
[0045]
The data reception block 30 performs processing for receiving data relating to procedures such as application and billing from a procedure subject by means of a web browser, e-mail, etc. It is configured so that it can be accepted. The data provided from the procedure entity 2 corresponds to a plurality of formats such as HTML and XFA (JetForm compatible). The data reception block 30 includes a site cooperation function 31, a data reception function 32, and a mail reception function 33. The site cooperation function 31 processes application and request for a procedure in cooperation with a product portal site or the like. The data reception function 32 performs processing for receiving data transmitted from the procedure subject 2. In addition, the mail receiving function 33 performs processing for receiving e-mail data transmitted from the procedure subject 2. The data reception block 30 includes means for guaranteeing and ensuring that correct data has been received from the procedure subject 2 from the viewpoint of security. For example, using various techniques such as appropriate encryption processing, digital signature, digital watermark, etc., the data received from the procedure subject 2 during transmission via the Internet 1 has not been altered or altered. Check.
[0046]
The data distribution block 35 distributes an electronic form such as an application form, notification data including a procedure result report, and the like to the procedure entity 2 by a method such as a web browser, electronic mail, or file download. The data distribution block 35 includes a data transmission function 36 for transmitting data through a web browser, a mail transmission function 37 for transmitting data by e-mail, a file distribution function 38 for transmitting data in the form of a file, and a print output for transmitting print data. Function 39 is included. The data provided to the procedure subject 2 can be in various forms such as HTML, XFA, and PDF. The print data can be data certifying completion of the procedure, such as an insurance policy in an insurance contract procedure. The print data can be output on paper by a printer attached to the terminal device of the procedure entity 2. Further, the data distribution block 35 has means for ensuring that correct data has surely arrived at the procedure main body 2. This can be realized, for example, by using an electronic signature or the like, or by returning the receipt confirmation data by the procedure subject.
[0047]
The process management block 40 has a process control function 41 and controls the process of the procedure specified by the procedure subject 2. Corresponding procedure flows are prepared in advance for various procedures that can be specified by the procedure entity 2. The procedure flow is configured as a set of detailed processes called procedure modules, and the procedure is performed by sequentially executing the procedure modules according to the order defined in the procedure flow. The process control function 41 performs control to execute the procedure module according to the procedure flow. The procedure module can be configured as an individual program. Further, the process control function 41 includes not only simply executing a procedure according to the procedure flow but also a function of determining the authentication level of the procedure subject 2 and the use channel of the procedure and executing the procedure in an appropriate manner.
[0048]
The data management block 55 stores personal data, application data, notification data, and the like handled in procedures such as application / notification, manages the storage period, and disposes of the data. Personal data is personal information such as an individual's address and name, and in the case of a corporation, the data of the corporation is included. Personal data is stored in the personal data DB 56. The application data is information input by the procedure subject in the application procedure, and is stored in the application data DB 57. Application data can be managed for two purposes. The platform 20 performs a predetermined procedure for the procedure destination 3 based on a request from the procedure entity 2. In the proxy processing, the application data obtained from the procedure entity 2 is submitted to the procedure destination 3, and the platform 20 can store the application data in the application data DB 57 as a copy. Further, the data management block 55 can provide a service for depositing application data, result data after the procedure is completed, and the like from the procedure entity 2 based on a request from the procedure entity 2. For example, when the insurance contract procedure of the procedure entity 2 is performed, the contract data can be transmitted to the procedure entity 2 and the copy data can be stored and stored. As a result, for example, the procedure entity 2 can obtain the copy data from the platform 20 when the contract data is lost. The platform 20 can perform such a service for a fee.
[0049]
The notification data is information that the procedure destination 3 notifies the procedure subject 2 and is stored in the notification data DB 58. Application data and notification data are stored in units of data files and stored in units of holders or relational DBs to ensure security protection and originality. In addition, personal data is stored in a relational DB, and security protection is performed. Data to be stored is tagged, and tags are standardized and associated.
[0050]
The form management block 60 stores an application form used in the application / notification procedure, a notification object template, a catalog file, and the like, and performs version management. The application form is a form or template used when the platform 20 acquires information from the procedure subject 2 and is stored in the application form DB 61. The notification object template is a form or template used when providing information from the platform 20 to the procedure subject 2 and is stored in the notification object template DB 62. The catalog file is data such as a manual or a catalog to be presented to the procedure subject 2 in relation to the procedure, and is stored in the catalog file DB 63. These data are managed in units of files in principle, but can also be managed in units of objects.
[0051]
The file generation block 50 creates a data file to be notified and distributed from the platform 20 to the procedure entity 2, and the data format can be HTML, XFA, PDF or the like. The file generation block 50 includes a data transfer function 51, a text processing function 52, a file editing function 53, and a channel conversion function 54. The data transfer function 51 performs a process of transferring the personal data stored in the personal data DB 56 of the data management block 55 to the application form or the notification object template. By posting personal information in advance in an application form or the like to be transmitted to the procedure entity 2, it is possible to simplify the creation of the electronic document of the procedure entity. The text processing function 52 is a function for processing text data to be input to the application form or notification object template, and the processed text data is input to the application form. The file editing function 53 is a function for editing an objectized form or template. The channel conversion function 54 is a function for converting a data file to be distributed to the procedure entity 2 into an appropriate data format according to the terminal device of the procedure entity 2, such as a personal computer or a mobile phone.
[0052]
The application / notification procedure block 45 is a part that plays a central role in executing a procedure desired by the procedure subject 2, and includes a personal authentication function 46, a form distribution function 47, an application / reception proxy function 48, and a notification / distribution function. A proxy function 49 is included. The personal authentication procedure function 46 performs personal authentication in cooperation with an external certification body and notifies the result. Further, depending on the authentication level required in each procedure, identity authentication can be performed using the ID / password of the member data. In addition, personal authentication can be performed using an electronic signature or the like. At that time, the procedure entity 2 stores key data for signature in a recording medium such as an IC card, and uses this to sign the signature. And so on. This personal authentication function makes it possible to execute on-line processing that has been conventionally performed by signatures and seals. Many procedures require the signature and seal of the procedure body, and in the past, signatures and seals were made on paper documents. By utilizing the personal authentication function of the present invention, it is possible to execute everything from application to completion of the procedure online without using paper documents. Note that by performing personal authentication using an electronic technique such as an electronic signature, a procedure requiring some kind of authentication can be completed online even when using a mobile phone as well as a personal computer. The application / notification procedure block 45 can be controlled to proceed with the subsequent procedures on the condition that the personal authentication is successful.
[0053]
The form distribution function 47 distributes application forms, catalogs, and the like on the Internet in accordance with the request of the procedure entity 2 and / or the procedure destination 3, and transmits it to the terminal of the procedure entity 2 and the external output function 14. In this way, the procedure entity 2 can obtain a printout of an application form or a catalog.
[0054]
The application / acceptance procedure proxy function 48 receives an electronic document such as an application form from the procedure entity 2 and accepts the application, and stores the input data in the data management block 55 as application data. In addition, the application reception result is notified to the procedure entity 2 using a web browser, e-mail, or the like. Further, when the procedure requires settlement, the necessary settlement procedure is executed in cooperation with the external settlement function 13 or the multi-settlement gateway.
[0055]
The notification / distribution proxy function 49 controls a process of distributing a notification item (for example, credit card usage details, insurance maturity guidance, etc.) from the procedure destination 3 to the procedure entity 2 or delivering it as a print output. . It should be noted that both processing for regularly delivering a large amount of notification material as in the usage details and processing for delivering a small amount of notification material at irregular intervals such as insurance maturity guidance are performed.
[0056]
The procedure log management block 65 acquires a log of processing executed by each block and each function in the platform 20 and stores it in the procedure log DB 66. Specifically, since each procedure is performed by sequentially executing a plurality of procedure modules defined in the procedure flow, an execution log of each procedure module is stored in the procedure log DB. Further, the procedure log management block 65 can guarantee the contents of the procedure log DB 66 (for example, the context and time of the executed process, time, etc.). Further, even after the procedure is completed, the log record can be disclosed in response to a request from the procedure subject 2 or the procedure destination 3, or the fact that the procedure has been completed can be proved based on the log record.
[0057]
The log information can be provided to the user by various methods. For example, the log file transmitted to the procedure subject 2 can be printed on a paper medium or the like. In addition to the case where the procedure entity requests log information, log information or related information can be provided. For example, there may be a situation in which important document data such as contract data and confirmation document data is created when a certain procedure is completed, and the procedure subject prints and saves it on a paper medium. Examples are insurance policies in insurance contracts and contracts in loan contracts. In this case, the document data is transmitted from the platform 20 to the terminal of the procedure main body, and a log file can be attached to the document data itself. As a result, the procedure subject can obtain document data such as a contract and simultaneously obtain log data of the procedure up to the contract. Further, the log file attached to the document data can be made invisible data so that it can be viewed only when special reading software or the like is used. Furthermore, instead of the log file itself, for example, information relating to the log file, such as an ID for identifying the log file, a barcode, and a management number, can be attached to the document data and provided to the terminal of the procedure entity. In this case, for example, when the user prints the document data to create a contract or other paper document, the log data or data related to the log data is printed visibly or invisible on a part of the document. It can also be. The procedure entity 2 can acquire the log file from the platform when necessary using the log file related information.
[0058]
The external function block 10 is a block that performs various processes that occur in association with the processing by the platform 20, and includes an authentication function 11, a notary function 12, a payment function 13, an output function 14, a distribution function 15, a billing / billing function 16, A distribution management function 17 and a time certification function 18 are included.
[0059]
The authentication function 11 is a function in which a third party guarantees that the procedure entity 2 that executes the procedure is the correct person. Specifically, a public or private certification body can perform this. The authentication function 11 can authenticate the registered user by using, for example, an ID and password issued by a specific certificate authority, key data of an electronic signature, specific user identification data, or the like.
[0060]
The notarization function 12 is a function in which a third party guarantees the procedures performed on the network and the contents of the notification / delivery, and this can also be performed by a public or private notary organization. The settlement function 13 is a function for performing settlement procedures such as credit settlement and bank withdrawal on the network in association with the execution of a certain procedure, and can be executed specifically by a server such as a credit company or a financial institution. .
[0061]
The output function 14 is a function for outputting necessary data from a so-called kiosk terminal or the like. A kiosk terminal is a terminal device installed in a convenience store, a shopping center, or the like, and has a function of outputting data to paper or various recording media. The platform 20 transmits specific data to an external output function 14 such as a kiosk terminal in response to a request from the procedure entity 2, and the procedure entity 2 can output necessary data therefrom. In addition, the output function 14 can record a log of the data output process performed in this way, and can transmit the log to the platform 20 to be stored in the procedure log management block 65.
[0062]
The kiosk terminal is configured to allow data input / output in various forms. For example, the kiosk terminal includes an input device such as a keyboard for the procedure entity 2 to manually input an ID and a password in order to extract necessary data from the kiosk terminal. In addition, data can be input / output between an IC card reader for inputting / outputting data to / from an IC card owned by the procedure main body 2, a bar code reader for reading bar codes, and electronic paper. Can be provided. In addition, a drive for a general-purpose recording medium such as a CD-ROM or DVD can be provided. Furthermore, a function of inputting / outputting data by connecting a mobile phone or PDA can be provided.
[0063]
The distribution function 15 is a function for performing file distribution (for example, by e-Percel or the like) on the network and managing the distribution status and the like. Can be provided.
[0064]
The billing / billing function 16 performs billing management such as the use of contents associated with the procedure performed by the procedure entity 2 and the fee for the procedure, and also notifies the procedure entity 2 of billing via the platform 20. The billing in this case can be made when the platform 20 charges the procedure subject 2 for a procedure agency fee, or charges the procedure destination 3.
[0065]
The distribution management function 17 is a function for acquiring and managing the progress of delivery, for example, when a paper application form is delivered to a submission destination by a logistics company. By acquiring the progress status data from the distribution management function 17, it is possible to manage the progress status of the procedure on the platform. It is also possible to provide the physical distribution management function 17 in the platform 20 so that the system can be configured to receive progress information from the outside and manage the progress in the platform.
[0066]
The time certification function 18 is provided by a public institution or other licensed company or other company to provide time certification work. The platform 20 uses the time proof function 18 to certify the time at which the procedure was actually executed when executing a procedure in which the time is particularly important (for example, a procedure related to exchange). Such time information can be managed by the procedure log management block 65 as a procedure log.
[0067]
In addition, the external function cooperation block 68 in the platform 20 coordinates processing between each block of the platform 20 and the external function 10 described above. Specifically, it connects to an external authentication function 11 to exchange authentication information and authentication results, and connects to an external notarization function 12 to guarantee the contents of notifications and log records. In addition, a notification object such as a usage statement is delivered in the form of a file in cooperation with the distribution function 15, and a printout of an application form, a catalog, etc. is performed in cooperation with the output function 14.
[0068]
By using the platform as described above, the procedure main body can execute a desired procedure online using various means such as a personal computer and a mobile phone. In the above description, each function in the platform 20 can be realized by a computer program.
[2] Examples
Next, input support by the procedure system of the present invention will be described. In the present invention, when an electronic form is created by inputting necessary items for an electronic form necessary for the user to perform a predetermined procedure, the electronic document is input to the user according to a predetermined processing order. And make it possible to create electronic documents in the correct order.
[0069]
FIG. 3A conceptually shows the data structure of the electronic form pack 10 used in the present invention. The electronic form pack 10 is a collection of data including an electronic form and a program, and becomes unit data when the electronic form is exchanged between the user terminal, the platform operated by the company A, and the procedure destination. Specifically, the electronic form pack 10 includes an electronic form 12, a processing module 14, and processing data 16.
[0070]
The electronic form 12 is data obtained by digitizing a conventional paper document as described above, and an electronic document is created by inputting necessary items to the user. FIG. 4A shows an example of the electronic form 12. This electronic form 12 is an electronic form of an insurance contract such as automobile insurance, and is used when the individual user A makes an insurance contract with the insurance company B. The electronic form shown in FIG. 4A includes a contract content field 20 for inputting the contract content, a signature field 21 for entering the address and name by the contractor A, and the address and name by the second party. It includes a second signature field 22 for inputting and a marking field 23 for first and second stamping.
[0071]
The contract content field 20 is a column for the insurance company B to enter the content of the insurance contract. The former signature field 21 is a column for the former to input its own address and name when agreeing to the contract contents described in the contract contents field. The second signature field 22 is a column where the insurance company second inputs the address and name after the first input the address and name in the first signature field 21. The stamp field 23 is a column in which the parties A and B, who are parties to the insurance contract, perform the respective seals. In this example, after the contract content field 20, the former signature field 21 and the second signature field 22 are input, the electronic form 12 is printed out to form a paper contract, and both the first and second parties are stamped in the stamp field 23. This completes the creation of the insurance application form.
[0072]
The processing module 14 is a kind of program, and performs display processing that supports user input with reference to the processing data 16 when the user inputs necessary items to the electronic form 12. Details of this display process will be described later.
[0073]
The processing data 16 includes processing order data 17 and current processing stage data 18. The processing order data 17 is data indicating the order of processing (in many cases, input) to be performed by the user on the electronic form 12. FIG. 3B shows an example of the processing order data 17. One processing order data 17 is created for one procedure. FIG. 3B shows processing order data relating to the above-described insurance contract procedure between Party A and Party B.
[0074]
As shown in the figure, in the processing order data 17, necessary information is set for each of three items, “processing stage”, “processing subject”, and “processing portion (emphasized portion)”. “Processing stage” indicates a progressing stage of a plurality of processes executed for performing the procedure. In general, most of the plurality of processes are input processes by the user. “Processing entity” indicates an entity that executes processing in the corresponding processing stage. The “processing portion (emphasized portion)” indicates a portion (field) on the electronic form that is highlighted for the user for the purpose of input support.
[0075]
The current processing stage data 18 indicates the processing stage that has already been completed at each point in the procedure. The current processing stage data 18 is used when the procedure is interrupted for some reason and the procedure is reunited. The current processing stage data 18 is also used when a procedure that has progressed to a certain stage is corrected, re-entered, etc., for some reason by going back to the previous stage.
[0076]
Next, input support processing in the insurance contract procedure will be described with reference to FIGS. In the following procedure, A (individual: Yamada XX) who makes an insurance contract corresponds to the procedure entity 2 in FIG. 1, and the insurance company O (company: ABC insurance company) who is the partner of the insurance contract. This corresponds to the procedure destination 3 in FIG. Further, A (Yamada XX) who performs the procedure operates various terminal devices as shown in FIG. 2 to access the platform 20 operated by Company A to perform processing. Similarly, the insurance company uses various terminal devices to exchange data with the platform 20 and perform the procedure. Further, the following processing is basically performed with reference to the processing data 16 by the processing module 14 shown in FIG.
[0077]
First, the person in charge of the insurance company uses the terminal device to connect to the platform 20 and requests an electronic form for the insurance contract (step S10). On the other hand, the platform 20 acquires the electronic form pack 10 including the corresponding electronic form from the form management unit 60 and transmits it to the insurance company terminal (step S11).
[0078]
On the insurance company terminal, the processing module 14 included in the received electronic form pack 10 operates and refers to the processing order data 17. In the processing order data 17 illustrated in FIG. 3B, it is indicated that the processing subject is the second party (insurance company) in the processing stage 1, and the emphasized portion at that time is the contract content field 20. Therefore, the processing module 14 displays the electronic form 12 on the terminal of the insurance company with the contract content field 20 highlighted as shown in FIG. 4A (step S12).
[0079]
In the example of FIG. 4A, the frame of the contract content field 20 is indicated by a bold line as an example of highlighting, but the contract content field 20 can be highlighted by various other methods. As an example, only the frame of the field to be highlighted on the display screen can be a different color (for example, red). Also, the frame of the contract content field 20 can be blinked, indicated by a dotted line, or all fields other than the contract content field 20 can be in an inactive state (a state where the cursor cannot be moved). Thus, by highlighting the contract content field 20, the person in charge of the insurance company can easily grasp that the matter to be input at that stage is the contract content. In addition, input fields other than the input field highlighted in this way can be disabled by the user.
[0080]
Now, when the contract details are input at the insurance company and the person in charge gives an input completion instruction or a transmission instruction (step S13), the processing module 14 sets the current processing stage data 18 to "stage 1". Next, when the processing module 14 refers to the processing order data and finds that the processing subject in the next stage 2 is the former, the processing module 14 controls the terminal device of the insurance company so that the electronic form pack 10 is the former terminal. To be sent to. Note that the processing module 14 sends an instruction to the terminal device to transmit the entire electronic form pack 10 to the next processing subject A when the second input is completed in Step 1 and the transmission button or the like is pressed. Is programmed.
[0081]
After the electronic form pack 10 is transmitted to the former terminal device (step S14), the processing module 14 refers to the processing order data 16 and knows that the former signature field 21 should be highlighted in step 2. Then, as shown in FIG. 4B, the electronic form 12 is displayed on the former terminal device with the former signature field 21 highlighted (step S15). As a result, the user can easily know that the item to be entered is the address and name in the signature field.
[0082]
When the input of the former is completed (step S16), the current processing stage data 18 in the electronic form pack 10 is changed to "stage 2", and the electronic form pack 10 is again the terminal device of the second party who is the processing subject of stage 3. (Step S17). Here, the processing module 14 refers to the processing order data 17 and displays the electronic form 12 on the terminal device with the second signature field 22 highlighted as shown in FIG. 5A (step S18). The person in charge of Insurance Company B can easily understand that the next item to be entered is the address and name of Party B.
[0083]
When the input in the second signature column is completed (step S19), the current processing stage data 18 is changed to "stage 3". The electronic form pack 10 refers to the processing order data 17, knows that the electronic form 12 should be printed out in the next step 4, and determines a predetermined printing terminal (for example, the print output function 39 or the external output function in the platform 20). 14 etc.) and the electronic form pack 10 is transmitted.
[0084]
In the print terminal, as shown in FIG. 5B, the electronic form 12 is printed out in a state in which the first and second seal fields are highlighted (step S21). In this way, an insurance contract is created. Further, in the printed state, it can be easily understood that the next processing to be performed is the seal by the former and the second. After that, when Party A and Party B stamp the insurance contract, the insurance contract is completed.
[0085]
As described above, according to the present invention, the electronic form necessary for performing a predetermined procedure and the processing order data in the procedure are integrally handled as a package. The processing module refers to the processing order data and controls each terminal device so that the electronic form pack is transmitted to the next processing entity. Further, the processing module operates on the terminal device that has received the electronic form pack, and the input portion corresponding to the next processing order is highlighted. Therefore, the processing subject can easily know the processing to be performed at each stage.
[0086]
In addition, since highlighting is performed not only on the terminal but also on the printed paper document, the document is created online, and finally the paper document is submitted by stamping. It is possible to effectively support the user's document creation in the procedure.
[0087]
In the above example, an insurance contract is created between Party A and Party B, but three or more parties create specific electronic documents by entering the required items in order on the same electronic form, and follow the procedure. The present invention can also be applied to the case where it is performed. Conversely, the present invention can also be applied to the case where one user inputs necessary items into an electronic form having a plurality of input fields to create an electronic document. In any case, since input order data indicating the correct input order in the electronic form is prepared in advance, the processing module prompts the user to input necessary items in the correct order with reference to the processing order data. be able to.
[3] Modification
In the above example, a case where a series of input processing is performed without interruption is shown, but even if input is interrupted for some reason during input processing to the electronic form, the current processing stage data 18 is referred to. By doing so, the input process can be resumed from the stage where the interruption occurred. In this case, the processing module 14 refers to the processing order data 17 and the current processing stage data 18 to grasp to which stage the processing has progressed when the interruption occurs, and It is sufficient to proceed to the processing stage.
[0088]
Further, according to the present invention, it is possible to correctly perform input processing even when items previously input in a state where the input processing has progressed to a certain stage are changed. For example, it is assumed that the input process proceeds in accordance with the processing order data shown in FIG. 3B and that the person in charge of the insurance company enters the second address and name in the second signature field at stage 3. In this situation, for example, a person in charge of an insurance company notices that there is an error in the input of contract details. The person in charge uses a correction button displayed on the screen to input an instruction to correct the contract contents. Then, the processing module receives this instruction, refers to the processing order data, returns the current processing stage data 18 to stage 1, and highlights the contract content field as shown in FIG. Thereby, the person in charge can correct the contract content.
[0089]
When the contract contents are changed in this way, the input process is continued again according to the processing order data 18 thereafter. That is, the process proceeds to step 2, the electronic form pack is transmitted to the former terminal device, the signature input by the former is performed (step 2), and the electronic form pack is further transmitted to the terminal device of the second party, and the signature of the second party is obtained. Input is made (step 3). Here, the reason why the process does not proceed to the step 3 of inputting the signature A immediately after the contract contents are corrected is that the order of correct input processing is determined by the processing order data 18. In this example, if there is a change in the contents of the insurance contract, the contract will not be valid unless the contents of the change are signed and stamped by Party A and Party B. Therefore, when the process returns to step 1 and the contract contents are changed, after that, the inputs of Party A and Party B are performed again in accordance with predetermined processing order data.
[0090]
In this way, when correcting or changing matters that have been input in the past, the processing after the changed stage is performed again according to the processing order data, so even if corrections are made, input in the correct order. It will be possible to create electronic documents.
[0091]
In the above example, the electronic form pack includes the electronic form itself, the processing module, and the processing data, and input support is performed by transmitting and receiving the electronic form pack between a plurality of terminal devices. Instead, using the electronic form stored in the form management unit 60 on the platform 20 and the procedural process data stored in the process management unit 40, the same processing is performed on the server and highlighted. It is also possible to configure the system to create an electronic form and send it to each terminal device.
[0092]
Moreover, it is possible to change the highlighting method according to the processing medium (terminal device) used when the user performs input to the electronic form. That is, when a user inputs necessary items to an electronic form, various media such as a personal computer, a mobile phone, and a personal digital assistant (PDA) may be used. The emphasis method can be changed depending on the medium. For example, when the user is using a personal computer, since the display screen viewed by the user is relatively large, a frame indicating a field in the electronic form is changed to a thick line or a method of changing the color is adopted. On the other hand, when the user is using a mobile phone, the display screen is small and may not be able to display the entire field frame, so the highlighted part itself is bolded or displayed in a different color. Condition.
[0093]
Specifically, this is a table in which a medium (terminal device) that can be used for communication with the platform 20 is defined in advance on the platform 20 side, and an appropriate highlighting method is determined in advance for each type of terminal device. This can be realized by storing in a form such as The platform 20 specifies the type of medium used by the user, and displays or prints out with a highlighting method suitable for the medium with reference to the above table and the like.
[0094]
Note that what kind of processing medium the user is using can be automatically determined by receiving a signal from the terminal device used by the user on the platform 20 side and knowing the signal format and the like. In addition, before the input process is started, the user can be requested to specify the type of terminal device used for input, and the highlighting method can be controlled accordingly.
[0095]
【The invention's effect】
As described above, according to the present invention, the field to be input next is highlighted in accordance with a predetermined processing order, so that the user can input necessary items in the electronic form in the correct order.
[0096]
In addition, since current processing stage data indicating how far the input processing has progressed according to the processing order is always stored, when the input processing is interrupted or restarted for some reason during the creation of the electronic document, Even when the items entered in are corrected or changed, the electronic form can be entered in the correct order.
[Brief description of the drawings]
FIG. 1 schematically shows a configuration of a procedure system according to the present invention.
FIG. 2 is a block diagram showing in detail the configuration of the procedure system shown in FIG. 1;
FIG. 3 schematically shows the data structure and processing order data of an electronic form pack used for input support according to the present invention.
FIG. 4 shows an example in which a field to be input is highlighted.
FIG. 5 shows an example in which a field to be input is highlighted.
FIG. 6 is a flowchart showing an electronic form input process with input support according to the present invention.
[Explanation of symbols]
1 Internet
2 Procedure body
3 procedure
5 Form provider
10 External function provider
20 platforms

Claims (15)

Electronic form input support apparatus for transmitting / receiving electronic form pack including electronic form including a plurality of input fields, processing module, processing order data indicating processing order of processing steps for input fields, and processing stage data indicating current processing stage In
Display means for displaying the electronic form in the electronic form pack on a display device;
An input means for receiving input by a user and inputting the input into the input field;
By referring to the processing order data and the current processing stage data in the electronic form pack, the input form to be input by the user is highlighted on the display means according to the instruction of the processing module, and the electronic form input process by the user Control means for controlling
Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing;
When an input content change instruction is input by the user for an input field corresponding to a processing stage in which input processing has already been completed, the current processing stage data is changed to the processing stage specified by the input content change instruction. Change control means,
The electronic form input support apparatus, wherein the control means refers to the current processing stage data changed by the change control means, and executes the input processing retroactively according to the processing order data. The electronic form has a contract content entry field and a contractor's signature field as input fields,
Even if the current processing stage data is changed retroactively beyond the step of filling in the contractor's signature column by the change control means, the control means does not change the current status changed by the change control means. 2. The electronic form input support according to claim 1, wherein referring to the processing stage data, the input process is retroactively executed in accordance with the processing order data, and the step of filling in the signature column of the contractor is input again. apparatus. The processing stage storage means stores the current processing stage data completed at the time of interruption in the electronic form pack when the input process is interrupted by the user,
Interrupt control means for controlling the control means to cause the user's input process to be executed from the process stage next to the process stage indicated in the stored current process stage data when the input process is resumed by the user The electronic form input support apparatus according to claim 1, further comprising: The control means includes an output means for printing out the electronic form on a paper medium in the final processing stage,
The electronic form input support apparatus according to any one of claims 1 to 3, wherein the output unit prints the electronic form in a state where an input field to be filled in by the user is highlighted after the print output. Means for determining an input medium that a user uses for input;
The electronic form input support apparatus according to any one of claims 1 to 4, further comprising means for determining the highlighting method according to a type of the input medium. Electronic form input support apparatus for transmitting / receiving electronic form pack including electronic form including a plurality of input fields, processing module, processing order data indicating processing order of processing steps for input fields, and processing stage data indicating current processing stage As an electronic form input support program that allows a computer to function as
Display means for displaying the electronic form in the electronic form pack on a display device;
An input means for receiving input by a user and inputting the input into the input field;
By referring to the processing order data and the current processing stage data in the electronic form pack, the input form to be input by the user is highlighted on the display means according to the instruction of the processing module, and the electronic form input process by the user Control means for controlling
Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing;
When an input content change instruction is input by the user for an input field corresponding to a processing stage in which input processing has already been completed, the current processing stage data is changed to the processing stage specified by the input content change instruction. Function as change control means,
An electronic form input support program for causing the control means to refer to the current processing stage data changed by the change control means and to execute the input processing retroactively according to the processing order data. The electronic form has a contract content entry field and a contractor's signature field as input fields,
Even if the current processing stage data is changed retroactively beyond the step of filling in the contractor's signature column by the change control means, the control means does not change the current status changed by the change control means. 7. The electronic form input support according to claim 6, wherein referring to the processing stage data, the input process is retroactively executed in accordance with the processing order data, and the step of filling in the signature column of the contractor is input again. program. The processing stage storage means stores the current processing stage data completed at the time of interruption when the input processing is interrupted by the user, and stores the electronic form pack.
Interrupt control means for controlling the control means to cause the user's input process to be executed from the process stage next to the process stage indicated in the stored current process stage data when the input process is resumed by the user The electronic form input support program according to claim 6 or 7, which causes a computer to function as an electronic form input support device. The control means includes an output means for printing out the electronic form on a paper medium in the final processing stage,
The electronic form input support program according to any one of claims 6 to 8, wherein the output unit prints the electronic form in a state in which an input field to be filled in by the user is highlighted after printing. Means for determining an input medium that a user uses for input;
The electronic form input support program according to any one of claims 6 to 9, which causes a computer to function as an electronic form input support device further comprising: a unit that determines the highlighting method according to a type of the input medium. . An electronic form containing multiple input fields;
A plurality of processing steps executed in the input process to the electronic form, an input subject to be input in each processing step, and processing order data indicating an input field to be input in each processing step;
Processing stage data indicating the current processing stage;
In an electronic form program including an input processing program for referring to the processing order data and controlling an electronic form input process by a user,
Computer
An input means for receiving input by a user and inputting the input into the input field;
Means for advancing the processing stage according to an input by a user while referring to the processing order data, and transmitting the electronic form program to a terminal device of an input subject to be input in each processing stage;
Display means for displaying the electronic form on a display device with reference to the processing order data and current processing stage data, with the input field to be input by the user being highlighted in each processing stage;
Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing;
When an input content change instruction is input by the user for an input field corresponding to a processing stage in which input processing has already been completed, the current processing stage data is changed to the processing stage specified by the input content change instruction. Function as change control means,
An electronic form program for causing the control means to function as referring to the current process stage data changed by the change control means and executing the input process retroactively according to the processing order data. The control means includes an output means for printing out the electronic form on a paper medium in the final processing stage,
The electronic form program according to claim 11, wherein the output unit prints the electronic form in a state where an input field to be filled in by the user is highlighted after the print output. A means for determining an input medium used by the user for input;
The electronic form program according to claim 11 or 12, causing a computer to function as means for determining the highlighting method according to the type of the input medium. Electronic form input support apparatus for transmitting / receiving electronic form pack including electronic form including a plurality of input fields, processing module, processing order data indicating processing order of processing steps for input fields, and processing stage data indicating current processing stage In
Display means for displaying the electronic form in the electronic form pack on a display device;
An input means for receiving input by a user and inputting the input into the input field;
By referring to the processing order data and the current processing stage data in the electronic form pack, the input form to be input by the user is highlighted on the display means according to the instruction of the processing module, and the electronic form input process by the user Control means for controlling
Processing stage storage means for updating and storing current processing stage data in the electronic form pack in response to completion of input processing,
The control means includes an output means for printing out the electronic form on a paper medium in the final processing stage,
The output unit prints an electronic form in a state where an input field to be filled in by a user is highlighted after printing. A means for determining an input medium used by the user for input;
The electronic form input support apparatus according to claim 14 , further comprising: a unit that determines the highlighting method according to a type of the input medium.

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