JP6364569B1 - Information processing program, information processing apparatus, and information processing method - Google Patents

Abstract

Provided are an information processing program, an information processing apparatus, and an information processing method capable of effectively presenting an acquisition status of a basic data group captured in a predetermined file format to an operator for each master data. To do.
An information processing server 2 manages a plurality of types of master data used in an information processing system S, a list of names of the respective master data, and an import button corresponding to at least one of the master data Is displayed on the client terminal 1. Then, the information processing server 2 imports the basic data group to be registered in the master data corresponding to the import button in a predetermined file format according to the designation of the capture button by the operator, and causes an error in the basic data group. A check is performed to determine whether or not there is a capture status, and the capture status including the check result is displayed in association with the capture button specified by the operator.
[Selection] Figure 4

Description

  The present invention relates to a technical field such as an information processing system using a plurality of types of master data.

  In an information processing system used in a company or the like, for example, a plurality of types of master data for registering a basic data group for performing business is stored in a database. Master data is often simply referred to as a master. The types of master data include a department master, post master, employee master, approval flow master, account item master, district master, supplier master, product master, and the like. Basic data registered in such master data is added (new registration), modified (changed), or deleted due to various factors, and an editing operation for that is performed by an operator (for example, an administrator). For example, such editing work is performed on a master maintenance screen as shown in Patent Document 1. On the other hand, Patent Document 2 discloses an invention capable of improving the convenience in operation of master maintenance. The invention disclosed in Patent Document 2 executes a predetermined process specified by a character string of a processing category corresponding to the instruction in response to an instruction for new registration, correction, or deletion of data to the master. Based on the execution result, it is confirmed whether or not the instruction is permitted, and the master maintenance screen is changed based on the confirmation result.

JP 2011-138416 A JP 2012-160125 A

  By the way, when editing the basic data registered in the master data on the master maintenance screen as shown in Patent Document 1 described above, if the number of basic data to be edited is large, it takes time and trouble for the operator. End up. In order to eliminate such trouble, the basic data group registered in the master data is displayed in a table format. After the basic data group is edited on the table by the operator, the basic data group is converted into, for example, CSV (Comma Separated Value). ) It is efficient if it is imported in the form and reflected in the master data. In this case, it is desirable to check whether there is an error in the basic data group imported in CSV format before reflecting it in the master data, and let the operator confirm the acquisition status including the result of the check. .

  Accordingly, the present invention has been made in view of the above points and the like, and effectively captures the acquisition status of the basic data group captured in a predetermined file format such as CSV format for each master data. It is an object to provide an information processing program, an information processing apparatus, and an information processing method that can be presented.

In order to solve the above-mentioned problem, the invention described in claim 1 is directed to a computer included in an information processing system, a management means for managing a plurality of types of master data used in the information processing system, and each of the master data A first presenting means for displaying a list of names and a capture button corresponding to at least one of the master data, and the operator corresponding to the capture button according to the designation of the capture button by an operator A fetching means for fetching a basic data group to be registered in master data in a predetermined file format, and whether or not there is an error in the basic data group when the basic data group is fetched by the fetching means and checking means for performing a check, information indicating the acquisition status including the results of the checks specified by the operator the Wherein the function as a second presenting means for displaying in association with the write button.

  According to the present invention, it is possible to display the import button and the import status of the basic data group corresponding to each of a plurality of types of master data to be edited on a single screen, which is captured in a predetermined file format. The acquisition status of the basic data group can be effectively presented to the operator.

  According to a second aspect of the present invention, in the information processing program according to the first aspect, the first presentation means includes a list of names of the master data and capture corresponding to two or more master data. A button is displayed. Thereby, according to designation | designated of each taking-in button, the taking-in condition of the basic data group taken in by the predetermined file format can be effectively shown to an operator for every master data.

According to a third aspect of the present invention, in the information processing program according to the first or second aspect, the second presentation unit is configured to acquire the information indicating the capture status including the result of the check specified by the operator. It is displayed in the vicinity of the button. As a result, it is possible to make it easier for the operator to grasp the capture status of the basic data group.

According to a fourth aspect of the present invention, in the information processing program according to any one of the first to third aspects, when the basic data group has an error, the second presentation unit checks the number of errors. The information indicating the capture status included as a result of the above is displayed in association with the capture button. Thereby, the operator can grasp at a glance the number of errors in the basic data group captured in a predetermined file format.

According to a fifth aspect of the present invention, in the information processing program according to any one of the first to fourth aspects, when there is no error in the basic data group, a reservation date set in advance according to an instruction from the operator Further, the computer is further caused to function as registration means for registering the basic data group in the master data. Thus, the basic data group can be reflected in the master data on condition that there is no error in the basic data group captured in a predetermined file format.

  According to a sixth aspect of the present invention, in the information processing program according to the fifth aspect, when the registration means has no error in each of the basic data groups, a reservation date set in advance according to an instruction from the operator Further, each of the basic data groups is registered in the corresponding master data. Thus, each basic data group can be reflected in the master data at the same timing on condition that there is no error in all of the plurality of basic data groups captured in a predetermined file format.

According to a seventh aspect of the present invention, in the information processing program according to the fifth or sixth aspect, the information indicating the capture status is represented by at least one of a character and an image, and the operator performs the In response to the designation of the part , a list of the acquisition status including the check result and the check date and time of the basic data group that is acquired by the acquisition unit and is not yet registered in the master data by the registration unit is displayed. The computer is further caused to function as third presentation means. Thereby, it is possible to present to the operator the list of basic data groups corresponding to each of a plurality of types of master data to be edited in an easy-to-understand manner.

  The invention according to claim 8 is the information processing program according to claim 7, wherein a report file describing error contents as a result of the check is associated with each basic data group in the list of capture statuses. It is characterized by being able to. Thereby, the trouble of the correction work of the basic data group by an operator can be reduced.

The invention according to claim 9 is a management means for managing a plurality of types of master data used in an information processing system, a list of names of the respective master data, and at least one of the master data. A first presentation means for displaying an import button, and importing a basic data group to be registered in the master data corresponding to the import button in a predetermined file format according to the designation of the import button by an operator. Loading means, checking means for executing a check as to whether or not there is an error in the basic data group when the basic data group is captured by the capturing means, and a capture status including a result of the check characterized in that it comprises a second presentation means for displaying in association with information indicating the capture button designated by the operator, the

The invention according to claim 10 is an information processing method executed by a computer included in the information processing system, the step of managing a plurality of types of master data used in the information processing system, and each of the master data A step of displaying a list of names of the data, a capture button corresponding to at least one of the master data, and the master data corresponding to the capture button according to designation of the capture button by an operator Importing a basic data group to be registered in a predetermined file format; executing a check to determine whether or not there is an error in the basic data group when the basic data group is imported; and correspondence information indicating the acquisition status including the results in the capture button specified by the operator Characterized in that it comprises a step of displaying only by, the.

  According to the present invention, the acquisition status of the basic data group captured in a predetermined file format can be effectively presented to the operator for each master data.

1 is a diagram illustrating an example of a schematic configuration of an information processing system S. FIG. It is the figure which represented the basic data group registered into each of the multiple types of master data in a certain organization in a table format. 3 is a diagram illustrating an example of functional blocks of a system control unit 23. FIG. It is a sequence diagram which shows the exchange between the client terminal 1 and the information processing server 2 at the time of the update reservation setting of master data. It is a figure which shows an example of the update reservation status screen of master data. It is a figure which shows an example of the update reservation setting screen of master data. It is a figure which shows an example of the update reservation setting screen of master data. It is a figure which shows an example of the acquisition screen of a basic data group. It is a figure which shows an example of the update reservation setting screen and acquisition status list screen of master data.

  Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings. The embodiment described below is an embodiment when the present invention is applied to a cloud-type information processing system.

[1. Configuration and function of information processing system S]
First, with reference to FIGS. 1-3, the structure and outline | summary function of the information processing system S which concern on this embodiment are demonstrated. FIG. 1 is a diagram illustrating an example of a schematic configuration of the information processing system S. As shown in FIG. 1, the information processing system S includes a client terminal 1, an information processing server 2 (an example of an information processing apparatus of the present invention), and the like. The client terminal 1 and the information processing server 2 are each connected to a network NW such as the Internet. In the example of FIG. 1, one client terminal 1 is shown, but there are actually a plurality of client terminals.

  The client terminal 1 is used by an operator of an organization (for example, a company) to which an account for logging in to the information processing server 2 is issued. The client terminal 1 accesses the information processing server 2 via the network NW by a web browser and logs in, and then displays various screens on the display according to the screen data (for example, web page) transmitted from the information processing server 2. . For example, a personal computer, a smartphone, or a tablet can be applied to the client terminal 1.

  The information processing server 2 is a server that is constructed in a cloud environment and provides a cloud service. As an example of a cloud service, there is a service that centrally manages processing related to expenses (transportation expenses, travel expenses, etc.), but there is no particular limitation. The information processing server 2 may be configured by a single computer or a plurality of computers. Further, as shown in FIG. 1, the information providing server 2 includes a communication unit 21, a storage unit 22, a system control unit 23, and the like.

  The communication unit 21 performs communication with the client terminal 1 via the network NW under the control of the system control unit 23. The storage unit 22 includes, for example, a hard disk drive, and stores an OS (Operating System), various applications that operate on the OS, and various data. The various data includes setting data used in the application, data obtained by processing executed in accordance with the application, and the like. Various applications include, for example, an expense settlement application and a master update reservation application. Here, the expense settlement application is an application that realizes the digitization of a series of workflows (approval flow) of application by the applicant, approval by the approver, and settlement and payment processing by the accounting staff in expense settlement. The master update reservation application is an application for performing update reservation and update of master data used by the expense settlement application. The master update reservation application incorporates the information processing program of the present invention.

  Furthermore, a database 221 for storing a plurality of types of master data is constructed in the storage unit 22. Each master data is given a unique name and a unique master ID (identification information). Each master data is stored in association with the account information of the organization in a storage location distinguished for each organization where the account is issued. The organization account information includes organization specific information including an organization name, an organization ID, and a password. FIG. 2 is a diagram showing a basic data group registered in each of a plurality of types of master data in a certain organization in a table format (in other words, a list format). The simple approval flow master 221d shown in FIG. 2 indicates which approver (for example, the employee's manager) approves the expense application for each applicant (for example, the employee). FIG. 2 shows a department master 221a, post master 221b, employee master 221c, and simplified approval flow master 221d as examples of a plurality of types of master data. However, the master data is not limited to these master data. In addition, the registered content of the master data is merely an example. As shown in FIG. 2, a basic data group is registered in each master data. The basic data group is a collection of a plurality of basic data. In the example of FIG. 2, the same type of basic data is input in each field for each column, and the basic data of one row (corresponding to one case) constitutes one record. For example, in the department master 221a shown in FIG. 2, the record in the first line includes five basic data of “department code”, “department name”, “department abbreviation”, “parent department code”, and “department type”. (Item name), the second line record is five basic data (item values) of “10001”, “Sales Headquarters”, “(NULL)”, “(NULL)”, and “Type 1” It is composed of Note that the plurality of types of master data may be stored in another server (for example, a database server) different from the information processing server 2.

  The system control unit 23 includes a CPU (Central Processing Unit), a ROM (Read Only Memory), a RAM (Random Access Memory), and the like, and the CPU executes various processes according to an application operating on the OS. FIG. 3 is a diagram illustrating an example of functional blocks of the system control unit 23. As shown in FIG. 3, the system control unit 23 includes a master management unit 231, a master list presentation unit 232, a basic data group capture unit 233, an error check unit 234, a capture status presentation unit 235, and a capture status list presentation unit. 236 and the master registration unit 237 and the like. That is, by the master update reservation application, the system control unit 23 as a computer performs a master management unit 231, a master list presentation unit 232, a basic data group capture unit 233, an error check unit 234, a capture status presentation unit 235, a capture It functions as a situation list presentation unit 236 and a master registration unit 237. The master management unit 231 is an example of management means in the present invention. The master list presentation unit 232 is an example of a first presentation unit in the present invention. The basic data group fetching unit 233 is an example of fetching means in the present invention. The error check unit 234 is an example of check means in the present invention. The capture status presentation unit 235 is an example of a second presentation unit in the present invention. The capture status list presentation unit 236 is an example of third presentation means in the present invention. The master registration unit 237 is an example of registration means in the present invention.

  The master management unit 231 manages a plurality of types of master data using information stored in a management area (for example, a partial area of the storage unit 22) prepared for each organization. In this management area, information such as the name of each master data, the master ID, and the address of the storage location is stored in association with the organization ID.

  In response to a request from the client terminal 1, the master list presentation unit 232 displays a list of names of the respective master data and an import button corresponding to at least one of the master data on the display of the client terminal 1. Let Here, when there is a plurality of master data to be edited, an import button corresponding to each master data is displayed.

  The basic data group capturing unit 233 is configured to register the basic data group to be registered in the master data corresponding to the capture button according to the designation (for example, click or tap) of the capture button by the operator of the client terminal 1. Are imported in CSV format (an example of a predetermined file format). For example, an import screen is displayed according to the designation of the import button, and a CSV file that describes the basic data group to be registered in the master data in CSV format is selected and uploaded on the import screen by the operator. It is taken in by. Here, the basic data group to be registered in the master data is a basic data group already edited by the operator. The basic data group is edited on a table in which the basic data group before editing is displayed in a table format as shown in FIG. 2, for example, and is converted into a CSV format after editing. In other words, it is converted into CSV format by inserting a comma between the basic data input in each field in the table and separating it.

  When the basic data group fetching unit 233 fetches the CSV format basic data group, the error check unit 234 checks whether or not the fetched basic data group has an error. For example, the error check unit 234 determines whether or not there is an error for each record of the captured basic data group, and specifies at least one of a record with an error and a record with no error. Then, the error check unit 234 specifies the number of records having an error (hereinafter referred to as “number of errors”) and the number of records having no error. Here, the number of errors is processed as the number of failed imports as a result of the check. On the other hand, the number of records having no error is processed as the number of records successfully captured in the check result.

  Examples of such checks include input-required item check, input value check, input format check, input length check, and duplicate input check. Here, the input required item check is a check whether or not the item value of the input required item has been input, and it is determined that there is an error in the record of the basic data group when the item value of the input required item is not input Is done. The input means input to a field in a table before conversion to CSV format (the same applies hereinafter). The input value check is a check whether or not an input item value (for example, various codes such as a department code) is registered as a candidate for selection of an item value prepared in advance. If the item value is not registered as a selection candidate, it is determined that there is an error in the record of the basic data group. The input format check is a check of whether or not the input item value conforms to a predetermined format (for example, a format such as a numerical value, a mail address format, alphanumeric characters, kana), and the input item value is a predetermined format. If not, it is determined that there is an error in the record of the basic data group. The input length check is a check of whether or not the length (for example, the number of characters) of the input item value is within a predetermined limit range (for example, the limit number of characters). When it is not within the predetermined limit range, it is determined that there is an error in the record of the basic data group. Duplicate input check is a check to determine whether multiple item values that do not allow duplicate input have been entered (that is, duplicate entries in multiple fields). If multiple item values that do not allow duplicate input are entered It is determined that there is an error in the record of the basic data group.

  The capture status presentation unit 235 displays the capture status including the result of the check executed by the error check unit 234 (hereinafter referred to as “check result”) in association with the capture button specified by the operator. That is, the capture status presentation unit 235 displays the correspondence between the designated capture button and the capture status displayed by the designation so that the operator can grasp it. For example, the capture status may be displayed in the vicinity of the capture button. The capture status is represented by at least one of characters and images. When it is determined in the check executed by the error check unit 234 that there is an error in the record of the basic data group, the capture status presentation unit 235 includes a capture status capture button that includes the number of errors as a check result. It is good to display in association with each other, so that the number of errors can be grasped at a glance by the operator.

  The acquisition status list presentation unit 236 is acquired by the basic data group (that is, the basic data group acquisition unit 233 and is still registered in the master data by the master registration unit 237 according to the specification of the acquisition status by the operator. Display a list of the acquisition status including the check result and check date and time of the (not basic data group). Thereby, it is possible to present to the operator the list of basic data groups corresponding to each of a plurality of types of master data to be edited in an easy-to-understand manner. When it is determined in the check executed by the error check unit 234 that there is an error in the record of the basic data group, a report file describing the error content as the check result is displayed for each basic data group in the list of capture statuses. It is good to be associated with.

  When it is determined in the check executed by the error check unit 234 that there is no error in the basic data group, the master registration unit 237 sets a reservation date (also referred to as an update reservation date or a reflection date) set in advance according to an instruction from the operator. The registered basic data group is registered in the master data corresponding to the basic data group. Thereby, for example, the data group already registered in the master data is updated (that is, reflected) to the new basic data group after the check. That is, the basic data group can be reflected in the master data on condition that there is no error in the basic data group imported in the CSV format. In addition, when a plurality of basic data groups are taken in and checked by the reservation date, the master registration unit 237 sets each basic data group on the reservation date only when there is no error in each basic data group. Will be registered in the master data corresponding to.

[2. Operation of information processing system S]
Next, an operation of the information processing system S at the time of setting an update reservation for master data will be described with reference to FIGS. FIG. 4 is a sequence diagram showing exchanges between the client terminal 1 and the information processing server 2 at the time of setting a master data update reservation. FIG. 5 is a diagram illustrating an example of a master data update reservation status screen. 6 and 7 are diagrams illustrating an example of an update reservation setting screen for master data. FIG. 8 is a diagram illustrating an example of a basic data group capture screen. FIG. 9 is a diagram illustrating an example of a master data update reservation setting screen and a capture status list screen.

  The update reservation status screen 51 shown in FIG. 5 is operated by the operator of the client terminal 1 after the session between the client terminal 1 and the information processing server 2 is established and the client terminal 1 logs in to the information processing server 2. Depending on the display. When the organization ID is specified from the login, the master data name and the master ID associated with the specified organization ID are specified. The update reservation status screen 51 includes a reflection date display area 51a, a comment display area 51b, a mail destination display area 51c, a transmission date display area 51d, an edit button 51e, and the like. In the reflection date display area 51a, the comment display area 51b, the mail destination display area 51c, and the transmission date display area 51d, the reflection date input and set through the update reservation setting screen 52 shown in FIG. The mail destination and transmission date are displayed. Here, the reflection date is a reservation date for registering the basic data group in the master data. The mail destination (transmission destination) is the destination address of the mail transmitted before the reflection date, and the transmission date is the transmission date of the mail.

  When the edit button 51e is designated by the operator on the update reservation status screen 51 shown in FIG. 5, the client terminal 1 transmits an update reservation setting screen request to the information processing server 2 as shown in FIG. Step S1). The information processing server 2 (master list presentation unit 232) transmits the update reservation setting screen data to the client terminal 1 in response to the update reservation setting screen request from the client terminal 1 (step S2), thereby displaying the update reservation setting screen. It is displayed on the display of the client terminal 1 (step S3).

  The update reservation setting screen 52 displayed in this way is provided with a reservation setting tab 52a and a data setting tab 52b as shown in FIGS. 6 and 7, and the reservation setting tab 52a or data The display is switched by specifying the setting tab 52b. The update reservation setting screen 52 shown in FIG. 6 includes a reflection date input area 52aa, a comment input area 52ab, a transmission category selection area 52ac, a transmission date input area 52ad, a transmission destination input area 52ae, a confirmation button 52c, and the like. Yes. Here, in the transmission category selection area 52ac, radio buttons corresponding to “send” and “not send” are provided. As shown in FIG. 6, radio buttons corresponding to “send” are displayed. When selected, input to the transmission date input area 52ad and the transmission destination input area 52ae becomes possible.

  Then, on the update reservation setting screen 52 shown in FIG. 6, when the confirmation button 52c is designated by the operator after at least the reflection date is input in the reflection date input area 52aa, as shown in FIG. The reservation setting request is transmitted to the information processing server 2 (step S4). This reservation setting request includes the reflection date input in the reflection date input area 52aa. If an operator's comment is input in the comment input area 52ab, the comment is included in the reservation setting request. If a transmission date is input in the transmission date input area 52ad, the transmission date is included in the reservation setting request. If a transmission destination (mail destination) is input to the destination input area 52ae, the transmission destination is included in the reservation setting request. The information processing server 2 sets a reservation (reservation date etc.) in response to a reservation setting request from the client terminal 1 (step S5). In the reservation setting, the information processing server 2 is provided in the storage unit 22 by associating information such as a reflection date included in the reservation setting request with the organization ID of the logged-in organization as part of the reservation information. Stored in the setting area.

  Next, when the data setting tab 52b is designated while the update reservation setting screen 52 shown in FIG. 6 is displayed, the display is switched to the update reservation setting screen 52 shown in FIG. 7 (step S6). . The update reservation setting screen 52 shown in FIG. 7 includes a department master display area 52ba, a post master display area 52bb, an employee master display area 52bc, a simple approval flow master display area 52bd, a confirmation button 52c, and the like. That is, by the department master display area 52ba, post master display area 52bb, employee master display area 52bc, and simple approval flow master display area 52bd, the names of the respective master data (in the example of FIG. 7, department master, post master, employee A list of masters and simple approval flow masters is displayed.

  In the department master display area 52ba, post master display area 52bb, employee master display area 52bc, and simple approval flow master display area 52bd, “not set”, “set in CSV”, and “set in screen”, respectively. Radio buttons corresponding to each of these are provided. In the example of FIG. 7, each radio button corresponding to “set with CSV” is selected in the department master display area 52ba, the employee master display area 52bc, and the simple approval flow master display area 52bd, so that each acquisition button (52ba1, 52bc1, and 52bd1) are displayed to be specifiable (that is, active). When this import button is specified by the operator, an import screen for importing the basic data group in CSV format is displayed, and the basic data to be registered in the master data corresponding to the import button through the import screen. A group is captured by the basic data group capturing unit 233 (that is, the basic data group is captured according to the designation of the capture button). On the other hand, in the example of FIG. 7, an open button 52 bb is displayed so that it can be specified by selecting a radio button corresponding to “Set on screen” in the post master display area 52 bb. When this open button is designated by the operator, a maintenance screen for editing basic data one by one is displayed. Note that the master data corresponding to the master display area for which the radio button corresponding to “not set” is selected is not subject to editing.

  Then, on the update reservation setting screen 52 shown in FIG. 7, for example, when an acquisition button 52ba1 corresponding to the department master is designated by the operator, the client terminal 1 processes the acquisition screen request as shown in FIG. It transmits to the server 2 (step S7). The information processing server 2 displays the capture screen on the display of the client terminal 1 by transmitting the capture screen data to the client terminal 1 in response to the capture screen request from the client terminal 1 (step S8) ( Step S9).

  The capture screen 53 displayed in this way is a wizard UI (User Interface), thereby making it possible to reduce the labor of editing by the operator. As shown in the section 53a in FIG. 8, after four steps of 1. selection of file to be uploaded, 2. capture setting, 3. confirmation of capture contents, and 4. capture start (displayed for each step) The CSV file describing the basic data group to be registered in the master data (department master in this example) in the CSV format can be uploaded to the information processing server 2. The download screen 53 shown in FIG. 8 is provided with a download button 53b and a file selection button 53c. When the download button 53b is designated by the operator, a template describing the basic data group registered in the master data (in this example, the department master) associated with the identified organization ID is downloaded, and the basic Data groups are displayed in a table format. On the displayed table, the basic data group is edited according to the operation of the operator, and a CSV file describing the edited basic data group in the CSV format is stored in the memory of the client terminal 1.

  Then, when the CSV file stored in the memory of the client terminal 1 is selected by designating the file selection button 53c by the operator, and when the operator instructs to start importing through the above steps, as shown in FIG. The client terminal 1 transmits a capture request to the information processing server 2 (step S10). This fetch request includes the selected CSV file, the master ID of the master data corresponding to the CSV file, and the like. Thus, the CSV file is uploaded. At this time, the display returns to the display of the update reservation setting screen 52 shown in FIG. The information processing server 2 (basic data group capturing unit 233) captures the basic data group from the CSV file included in the capturing request from the client terminal 1 (step S11). Note that the basic data group may be captured by a method other than the method performed through the capture screen as described above. For example, when the import button provided on the update reservation setting screen 52 is designated by the operator, the CSV file stored in the memory of the client terminal 1 (that is, the CSV file describing the edited basic data group) is selected. The client terminal 1 may transmit the capture request to the information processing server 2 when the operator instructs the start of capture.

  Next, the information processing server 2 (error check unit 234) checks whether or not there is an error in the basic data group fetched in step S11 (step S12), and obtains a check result. In this check, for example, the error check unit 234 determines whether there is an error for each record of the captured basic data group, and specifies at least one of a record with an error and a record without an error. Thus, the number of failed imports (number of errors) and the number of successful imports are specified. Further, the error check unit 234 creates a report file describing the check result. At this time, if there is an error in the record, the error content in the record is described in the report file. Here, the error content includes information on what line the record having an error is and what kind of error it is. As an example of what kind of error information is, “Department code length exceeds the maximum value (10 characters)”, “Cannot be registered because there is the same department code”, “Department code” Is required. ”Enter the department code using alphanumeric characters. The error content may include all basic data in the record having the error.

  Next, the information processing server 2 (error check unit 234) sets data based on the basic data group fetched in step S11 and the check result obtained in step S12 (step S13). In the data setting, the information processing server 2 (error check unit 234), for example, the basic data group captured in step S11, the check result obtained in step S12, and the master data in which the basic data group is to be registered. Are stored in a setting area provided in the storage unit 22 in association with the organization ID of the logged-in organization as part of the reservation information. The created report file may be stored as a part of the reservation information. Further, an error data file in which all basic data is extracted from a record having an error and described in a CSV format may be stored as a part of the reservation information.

  The processes in steps S7 to S13 described above can be performed for each of a plurality of types of master data, triggered by designation of an acquisition button provided on the update reservation setting screen 52 shown in FIG.

  Next, the information processing server 2 (capture status presentation unit 235) updates the capture status (capture status data) including the check result obtained in step S12 to the client terminal 1 (step S14). It is displayed in association with an acquisition button (that is, an acquisition button designated by the operator) provided on the reservation setting screen 52 (step S15). In step S14, the information processing server 2 (capture status presentation unit 235) transmits the update reservation setting screen data reflecting the capture status including the check result to the client terminal 1, so that the update reservation setting screen is displayed. The capture status may be displayed in association with the capture button provided in 52.

  In the update reservation setting screen 52 shown in FIG. 9, the basic data is displayed to the right of several mm of the import buttons (52ba1, 52bc1, and 52bd1) corresponding to the department master, the employee master, and the simple approval flow master, respectively. The group capture status (52ba2, 52bc2, and 52bd2) is displayed. Here, the capture status 52ba2 includes the number of errors (4) as a check result, and the capture statuses 52bc2 and 52bd2 include a check mark indicating successful capture as the check result. In this way, since the acquisition status of the basic data group is displayed in the vicinity of the corresponding acquisition button (the acquisition button specified by the operator itself), it is easy for the operator to grasp the acquisition status, Since the acquisition status of the basic data group corresponding to each of the plural types of master data to be edited is displayed on one screen, the operator can grasp the acquisition status at a glance. And, when the operator recognizes the basic data group having an error from the capture status displayed in this way and corrects the basic data group, either designates the corresponding capture button again, or Before that, the capture status is specified.

  As shown in FIG. 9, on the update reservation setting screen 52, for example, when the capture status 52bd2 corresponding to the approval flow master is designated by the operator, as shown in FIG. A list screen request is transmitted to the information processing server 2 (step S16). In response to the capture status list screen request from the client terminal 1, the information processing server 2 transmits capture status list screen data reflecting the reservation information stored in step S13 to the client terminal 1 (step S17). The capture status list screen is displayed on the display of the client terminal 1 (step S18).

  In the capture status list screen 54 displayed in this way, as shown in FIG. 9, the check results, the check start date and time (capture date and time) of the basic data groups of the department master, employee master, and simplified approval flow master, and A list 54a of the capture status including the check end date and time (capture date and time) is displayed. That is, a list 54a of the acquisition status of basic data groups that have been acquired in step S11 and that have not yet been registered in the master data (the scheduled date set in step S5 has not arrived) is displayed. Such a list 54a is displayed in common regardless of which capture status is specified among the capture statuses (52ba2, 52bc2, and 52bd2) corresponding to each of the department master, the employee master, and the simple approval flow master. Will be.

  Here, the check start date and time is the date and time when the basic data group was first captured and checked, and the check end date and time is the date and time when the final data check of the basic data group was completed. Further, in the list 54a of the acquisition status, the basic data group having no error is associated with a downloadable report file (report.txt) describing that the acquisition was successful, while the basic data having an error is stored. A report file (report.txt 54aa) describing error contents and an error data file (error data.csv 54ab) are associated with the data group so as to be downloadable. The operator can download and display at least one of the report file and the error data file by designating at least one of the report.txt 54aa and the error data .csv 54ab. Thereby, the trouble of the correction work of the basic data group by an operator can be reduced.

  The information processing server 2 (master registration unit 237) monitors the arrival of the scheduled date for all the organization IDs for which the scheduled date is set in step S5, and edits when the scheduled date arrives. Whether or not there is an error in the basic data group corresponding to each of the plural types of target master data is determined based on the check result stored in association with the organization ID as the reservation information, and each basic data When there is no error in the group, each basic data group stored as the reservation information is registered (reflected) in the corresponding master data. As a result, each basic data group can be reflected in the master data at the same timing on condition that there is no error in all of the plurality of basic data groups captured in the CSV format.

  As described above, according to the above embodiment, the information processing server 2 manages a plurality of types of master data used in the information processing system S, and includes a list of names of the respective master data and at least one of the master data. The acquisition button corresponding to the master data is displayed on the client terminal 1, and the basic data group to be registered in the master data corresponding to the acquisition button is acquired in the CSV format according to the designation of the acquisition button by the operator. Is configured to display whether or not there is an error in the basic data group and display the capture status including the check result in association with the capture button specified by the operator. It is possible to display the acquisition button and the acquisition status of the basic data group corresponding to each of multiple types of master data Next, the acquisition status of the basic data set captured in the CSV format can be effectively presented to the operator.

  Although one embodiment of the present invention has been described above, the present invention is not limited to the above embodiment, and changes can be made from the above embodiment to various configurations without departing from the gist of the present invention. It may be added, and such a case is also included in the technical scope of the present invention. The present invention can be applied to other than the cloud type information processing system described above. For example, an application incorporating the information processing program of the present invention may be downloaded from a predetermined server to a terminal such as a personal computer and installed. In this case, similarly to the information processing server 2, the terminal in which the application is installed manages a plurality of types of master data, and lists corresponding to at least one of the master data and a list of names of each master data. The basic data group to be registered in the master data corresponding to the import button is imported in CSV format according to the operator's designation of the import button, and an error occurs in the basic data group. Whether or not there is a check is executed, and the acquisition status including the check result is displayed in association with the acquisition button designated by the operator. In the above embodiment, an example in which the basic data group is imported in the CSV format has been described. However, a file format other than the CSV format (for example, a format in which each of the basic data input to each field is connected and described) The basic data group is taken in, and whether or not there is an error in the basic data group is executed, and the capture status including the check result is displayed in association with the capture button specified by the operator May be.

DESCRIPTION OF SYMBOLS 1 Client terminal 2 Information processing server 21 Communication part 22 Storage part 23 System control part 231 Master management part 232 Master list presentation part 233 Basic data group acquisition part 234 Error check part 235 Acquisition condition presentation part 236 Acquisition condition list presentation part 237 Master Registration Unit S Information Processing System

Claims (10)

Computers included in the information processing system
Management means for managing a plurality of types of master data used in the information processing system;
First presentation means for displaying a list of names of the respective master data and an import button corresponding to at least one of the master data;
In accordance with designation of the capture button by the operator, capture means for capturing a basic data group to be registered in the master data corresponding to the capture button in a predetermined file format,
When the basic data group is captured by the capturing unit, a check unit that performs a check as to whether or not there is an error in the basic data group;
An information processing program that functions as second presenting means for displaying information indicating a capture status including a result of the check in association with the capture button specified by the operator.   2. The information processing program according to claim 1, wherein the first presentation unit displays a list of names of the respective master data and an import button corresponding to two or more of the master data. 3. The information processing according to claim 1, wherein the second presenting unit displays information indicating a capture status including the result of the check in the vicinity of the capture button designated by the operator. 4. program. When there is an error in the basic data group, the second presentation unit displays information indicating the capture status including the number of errors as a result of the check in association with the capture button. The information processing program according to any one of claims 1 to 3. When there is no error in the basic data group, the computer is further caused to function as registration means for registering the basic data group in the master data on a preset date set in accordance with an instruction from the operator. The information processing program according to any one of claims 1 to 4.   When there is no error in each basic data group, the registration unit registers each basic data group in the corresponding master data on a preset date set in accordance with an instruction from the operator. The information processing program according to claim 5. The information indicating the capture status is represented by at least one of a character and an image,
According to the designation of the part by the operator, the acquisition status including the check result and the check date and time of the basic data group that is acquired by the acquisition unit and not yet registered in the master data by the registration unit. The information processing program according to claim 5 or 6, further causing the computer to function as third presentation means for displaying a list.   The information processing program according to claim 7, wherein a report file describing error contents as a result of the check is associated with each basic data group in the list of capture statuses. Management means for managing a plurality of types of master data used in the information processing system;
First presentation means for displaying a list of names of the respective master data and an import button corresponding to at least one of the master data;
In accordance with designation of the capture button by the operator, capture means for capturing a basic data group to be registered in the master data corresponding to the capture button in a predetermined file format,
When the basic data group is captured by the capturing unit, a check unit that performs a check as to whether or not there is an error in the basic data group;
Second presenting means for displaying information indicating the capture status including the result of the check in association with the capture button specified by the operator;
An information processing apparatus comprising: An information processing method executed by a computer included in an information processing system,
Managing a plurality of types of master data used in the information processing system;
Displaying a list of names of the respective master data and an import button corresponding to at least one of the master data;
In response to designation of the capture button by an operator, capturing a basic data group to be registered in the master data corresponding to the capture button in a predetermined file format;
When the basic data group is captured, checking whether there is an error in the basic data group; and
Displaying information indicating the capture status including the result of the check in association with the capture button specified by the operator;
An information processing method comprising:

Images