JP6469790B1 - Business processing system and program - Google Patents

Abstract

The present invention provides a business processing system that can smoothly execute office work procedures in a short work time, and that can reduce repair cost and shorten the repair period. A business processing screen storage means for storing a business processing screen common to each user, a business navigation screen storage means for storing a business navigation screen for each user, and a business processing screen. Business processing means 30 for inserting and arranging the office navigation screen of the accessed user is provided at least at one place in the flow from the start to the end of the ongoing business processing. The processing system 10 is configured, and the office navigation screen is generated by the user by inputting and setting the check items of the office procedure and the words indicating the contents in a table format on the spreadsheet software sheet, and generating the macro function associated with the sheet. I made it. [Selection] Figure 1

Description

  The present invention relates to a business processing system and program configured by a computer that executes business processing including input and registration of business data. For example, a financial institution such as a bank or a securities company serves as a user and inputs customer data. It can also be used when performing business processing that requires manual procedures for registration.

  In general, various business processes such as opening an account and executing an order are performed in a financial institution such as a bank or a securities company. Each business process usually involves an administrative procedure performed by a “person”. In the following, when individual business processes in a single state are emphasized for various business processes, they are referred to as “individual business processes” or “individual business processes”.

  At this time, in order to smoothly execute the administrative procedures associated with various business processes, the staff of the financial institution should make appropriate timing (each individual business process) in a series of work flows for each individual business process. Before and after the start of work)), work with reference to the business rules and manuals.

  For example, in the office work of a securities company, there are various procedures such as opening an account, buying and selling orders for various securities such as investment trusts and stocks, and changing the address of a customer. Each time, etc., work while confirming the administrative manual. Some of the staff are new staff. Therefore, it is difficult for all staff to memorize the contents of all of the various administrative procedures accurately and to carry out all the administrative procedures only based on the memory. Reference is essential.

  By the way, in order for employees of financial institutions to smoothly carry out administrative procedures, it is necessary to read the administrative rules and manuals carefully and understand the flow of procedures. Otherwise, the risk of procedural omissions and confirmation errors increases. In particular, when carrying out procedures face-to-face with customers, it is necessary to understand pre-procedures and post-procedures.

  In addition, when administrative rules and manuals are revised as a result of system changes or company policy changes, employees need to understand the flow of procedures again.

  This is because if you do not remember the details of the administrative procedure, or if you have partially forgotten and cannot remember it correctly, you can perform the procedure by referring to the administrative rules and manuals each time. Even so, it is necessary to understand the flow of procedures for the following reasons.

  In other words, it is not a level that does not memorize the detailed contents of the administrative procedure or that it can not be remembered accurately, in the first place I have not read the administrative rules and administrative manual well, and do not understand the flow of procedures, Even if there are office rules and office manuals, it is difficult to even get to the office manuals to be referred to and the corresponding pages because it is not possible to grasp what kind of contents are written in those documents. This is because procedures cannot be carried out smoothly.

  Therefore, it is not necessary to memorize all the details of the administrative procedures for each of the various individual business processes, but at least understand the flow of administrative procedures for each individual business process, and Therefore, it is necessary to refer to administrative rules and administrative manuals.

  As a technique related to the present invention, there is a macro that converts an Excel (registered trademark) table, which is a spreadsheet software developed by Microsoft Corporation, into an HTML table tag and outputs it (see Non-Patent Document 1).

Plan Notes, Inc., “VBA macros that convert Excel tables to HTML table tags and output”, [online], Plan Notes homepage, [Search August 19, 2017], Internet <URL: https: / /tonari-it.com/vba-html-table/ ＞

  However, as described above, if work is performed with reference to a business rule or a business manual for a business procedure associated with various business processes, it takes time. It takes time and effort to find and open the relevant administrative rules and manuals, and to find and open the relevant pages. Also, the administrative manuals and relevant pages to be referred to are dispersed, and systematically described according to the flow of administrative procedures. This is because it may not have been done.

  Also, it may be possible to build a system with a function to navigate office procedures associated with various business processes. If such a system is built, will it be necessary to refer to office rules and manuals? Or, the work time required for the office procedure can be shortened. However, as mentioned above, administrative rules and manuals may be revised as a result of system changes or company policy changes. In such cases, when changing a profound system in response to the revision. However, there is a problem that a large amount of repair costs and a long repair period are required.

  An object of the present invention is to provide a business processing system and a program that can smoothly perform office procedures in a short working time, and that can reduce repair costs and shorten the repair period.

  <Basic system configuration>

The present invention is a business processing system configured by a computer that executes business processing including input and registration of business data,
In response to a request from the user terminal operated by the person in charge of the user who performs input and registration of business data, screen display data is transmitted to the user terminal via the network, and the displayed screen is used. Business processing means for receiving data input by a user's person in charge from a user terminal via a network and executing business processing;
Business processing screen storage means for storing business processing screen display data common to each user;
An office navigation screen storage means for storing display data for an office navigation screen prepared for each user in order to support the office procedures of the person in charge of the user accompanying the input and registration of the business data;
The display data of the office navigation screen stored in the office navigation screen storage means includes the check items of the administrative procedures entered and set in a table format on the sheet of the spreadsheet software by the user or his / her representative, and the wording indicating the contents Using the text data, and the data generated by the macro processing attached to the spreadsheet sheet and output as a file.
Business processing means
When there is a request from the user terminal by the person in charge of the user, the business processing is performed by transmitting the business processing screen display data stored in the business processing screen storage means to the user terminal in response to the request. Display data of the user's office navigation screen stored in the office navigation screen storage means in a state of being inserted and arranged in at least one place in the flow from the start to the end of the ongoing business process. Is transmitted to the user terminal, and office work procedure support processing not including input and registration of business data is executed.

  Here, the “user” refers to, for example, a bank or a securities company that manages customer data, a company that manages customer data that is the target of providing products or services, a government office that manages data for residents, a patient A non-profit, non-profit organization, such as a hospital that manages data for schools, educational institutions such as schools and cram schools that manage data for students, support organizations that manage data for disaster victims, and political organizations that manage data for supporters Does not matter. The business processing system of the present invention is configured on the assumption that there are a plurality of organizations (such as other companies in the same industry) that perform the same type of business, but it is configured to support a plurality of organizations (a plurality of users). The purpose is not necessarily to correspond to a plurality of organizations. That is, the state corresponding to only one user may be sufficient. The “business data” is data that these users manage (including collection, input, registration, maintenance, update, deletion, use, sale, loan, etc.).

  In addition, the “person in charge” is a person who belongs to the user or who is requested by the user to enter and register business data. However, the “person in charge” does not need to be a dedicated person for input and registration. Any person who has an opportunity to perform input and registration work may be a person who concurrently serves other tasks, and specifically, for example, a salesperson or an operator of a financial institution such as a securities company or a bank. When the user is an organization (such as a private company), the user and the person in charge are substantially the same.

  Furthermore, the “agent” in “input entered and set on the spreadsheet software sheet by the user or his / her agent” is the person who creates the office navigation screen by the user based on the user's request. Yes, for example, a system operator who operates and manages the business processing system of the present invention. In addition, “user” in “user or its representative” here refers to either the entire user or a person belonging to the user, and the creation of the office navigation screen is the intention / policy as a user (for example, a financial institution, etc.) -Since it is shown that it is performed based on strategy, intention, etc., the "user" here includes not only the "person in charge" of the user who performs input and registration work of business data, but also the user Who do not have the opportunity to enter and register business data (those who create business navigation screens but do not perform business processing, such as system engineers and system management departments) Etc.).

  In addition, “the state of being inserted and arranged in at least one place in the flow from the start to the end of the ongoing business process” is not only the timing in the middle from the start to the end, but also before or after the start The purpose is to include the later timing, and “at least one place” means that the timing includes only before the start and only after the end.

  In such a business processing system of the present invention, there is a function including a display of a business processing screen that is commonly required for each user (hereinafter, referred to as “front system basic function” or “front function” for short). .) And a function including a display of an office navigation screen for each user that can be freely set by each user (hereinafter, referred to as “office navigation function” or “office navigation function” for short). Business processing is executed by combining processing by independent functions.

  The former front function is a function for advancing business processing including input and registration of business data, and is the same as the function provided in a conventional business processing system. Therefore, when constructing the business processing system of the present invention, this front function may be realized by using an existing business processing system, or a new business processing screen is created to realize this front function. May be. In the case of building using an existing business processing system, it is only necessary to add the latter office navigation function, so that development costs can be reduced.

  On the other hand, the latter office navigation function is a function that supports office procedures (manual operations) performed by each user in accordance with business processing, that is, office procedures that do not include input and registration of business data. This is a function that substitutes for reference to the administrative rules and manuals. This office navigation function is mainly an office navigation screen display function, but it may be a screen display function only, or in addition to screen display, it accepts confirmation input for check items and link destination display operations. This function can also be used to accept confirmation input for check items, which can further prevent omission of administrative procedures and errors by the person in charge of the user, and accept link destination display operations. If it is a function to perform, it will be easier to expand support. Therefore, since this office navigation function is a function independent of the front function, it does not accept input of business data itself, but accepts other inputs such as confirmation input of check items. May be.

  In this way, the front function and the office navigation function are divided into independent functions, and when executing business processing, the processing by the office navigation function is incorporated in accordance with the progress of the processing by the front function. The renovation and change of the project will not affect each other. For example, if the flow of administrative procedures has been changed due to a system change or company policy change, but there is no change in the form of business data that is subject to input and registration, etc. It is only necessary to change the part related to the office navigation function without changing the part concerned. On the other hand, there is no change in the flow of administrative procedures, but when the specifications of the database for registering business data are changed, only the portion related to the front function is changed without changing the portion related to the administrative navigation function. do it. For this reason, it is possible to reduce the repair cost and shorten the repair period.

  In order to construct a part related to the office navigation function in the system, it is necessary to prepare (newly create or update) display data for the office navigation screen. At least one of the display data for the office navigation screen is required. Since the user or his / her agent can easily prepare the section using the spreadsheet software sheet, it is possible to reduce the repair cost and the repair period in this respect as well. Furthermore, since spreadsheet software sheets are used, even those who do not have a deep knowledge of system technology can perform at least a part of the display data on the office navigation screen using macros attached to the sheets if input settings are made for the sheets. It can be easily created.

  Furthermore, as a fundamental effect of providing the office navigation function, it is possible to provide information necessary for office procedures to the user's person in charge at the appropriate time by displaying the office navigation screen. Therefore, the person in charge of the user can smoothly carry out the office procedure in a short work time, and the above-mentioned purpose is achieved by these.

  <Configuration when there are multiple types of individual business processing>

In the business processing system described above,
Business processing screen storage means
It is configured to store display data for business process screens for each of multiple types of individual business processes,
The office navigation screen storage means
It is configured to store office navigation screen display data prepared for each user for each of multiple types of individual business processes,
Business processing means
When there is a request from the user terminal by the person in charge of the user, it is selected by the person in charge of the user from the display data for the business process screen stored in the business process screen storage means in response to this request. By transmitting the display data of the business process screen for each individual business process to the user terminal, the individual business process selected by the person in charge of the user is advanced, and Selected by the person in charge of the user's office navigation screen display data stored in the office navigation screen storage means in a state of being inserted and arranged in at least one place in the flow from the start to the end. By sending the display data for the office navigation screen for each individual business process to the user terminal, Desirably it is configured to perform the support processing of administrative procedures without the input and registration.

  Here, in the “business processing means”, the “office navigation screen for the individual business processing selected by the person in charge of the user among the display data of the office navigation screen of the user stored in the office navigation screen storage means” “The user” in the description of “display data” means one user in the case where there are a plurality of users (for example, a plurality of financial institutions, etc.). "Individual business processing performed" means that when there are multiple types of individual business processing (for example, account opening, order execution, etc.), one individual business processing selected by the person in charge of that one user It means that.

  In this way, if the configuration is such that the display data of the office navigation screen for each user is prepared for each of multiple types of individual business processes, it is possible to handle office procedures with different contents for each individual business process It becomes. In other words, if there are multiple types of individual business processes, the administrative procedures usually have different contents, so the contents of the administrative navigation screens that should be prepared differ according to the flow of the administrative procedures. It becomes. For this reason, in order to cope with the flow of such different office procedures, it is possible to prepare office navigation screens having different contents for each individual business process.

  Also, if there are multiple types of individual business processes, the appropriate timing at which the office navigation screen should be displayed to support the office procedure is different for each individual business process (for example, , Before and after the start is appropriate, and in other individual business processes, it is appropriate only before the start, etc.), and the location where the office navigation screen is inserted for each such individual business process That is, it is possible to deal with the difference in display timing, that is, the difference in screen display timing (transmission timing of screen display data).

  <Configuration with skip function after the office navigation screen is displayed>

Furthermore, in the business processing system described above,
The office navigation screen
If all the check items displayed on the screen are not confirmed by the person in charge of the user, it will not proceed to display processing of the next business processing screen, and a skip button provided in the screen It is desirable that when the button is pressed, it is possible to proceed to display processing of the next business processing screen without confirmation input for the check item.

  In this way, if the check input is not performed for all check items, the screen will not proceed to the next screen, but in the case of a configuration with a skip function, in principle, all the check items prepared If the confirmation input is not performed, it is not possible to proceed to the next screen, so it is possible to more reliably suppress omissions and mistakes in administrative procedures, and a skip function is provided. Therefore, the person in charge who does not need support can use the skip function to finish the paperwork earlier, so the work time required for the paperwork can be further reduced. It becomes like this. For this reason, it is possible to cope with a case where there is a veteran person in charge, or a case where there is a person in charge who frequently uses the paperwork and is used to the paperwork.

  <Configuration with skip function to hide the office navigation screen>

And in the business processing system mentioned above,
Stores information on display or non-display selection by the user for all screens of the office navigation screen, or information on users who have selected non-display on some screens of the office navigation screen and information on office navigation screens to be hidden Screen management information storage means for
Business processing means
When there is a request from the user terminal by the person in charge of the user, the business processing is performed by transmitting the business processing screen display data stored in the business processing screen storage means to the user terminal in response to the request. The selection information of the display or non-display by the user for all screens stored in the screen management information storage means, or the user who has selected non-display for some screens and the office navigation screen to be hidden Using the information, it is determined whether or not the display data of the user's office navigation screen stored in the office navigation screen storage means is transmitted to the user terminal, and all of the office navigation screens to be hidden or For some screens, without sending the display data to the user terminal, Desirably it is configured to perform a skip process of transmitting 示用 data to the user terminal.

  Here, “selection information of display or non-display by the user for all screens of the office navigation screen” to be stored in the “screen management information storage unit” is specifically, for example, identification of a user (financial institution, etc.) Information and display / non-display flags associated therewith, and the system operator who operates the business processing system of the present invention can set by operating the operator terminal in response to the user's intention. The user himself / herself may operate and set the user terminal.

  In addition, the “system management information storage means” stores “users who have selected non-display for some screens of the office navigation screen and information on office navigation screens that are not to be displayed” by the system operator. May be set by operating the operator terminal in response to the request, or the user himself / herself may operate and set the user terminal. And when the user himself / herself sets like the latter, for example, an input unit for selecting non-display of the office navigation screen that can be input by the user's administrator function is provided on the business processing screen, When the non-display selection input of the business navigation screen is performed by the user administrator function on the business processing screen, the business navigation screen that is transmitted from the user terminal via the network is hidden. The screen management information setting process for receiving the selection input data and storing the information of the office navigation screen to be hidden in the screen management information storage means may be executed.

  Thus, when it is configured to perform the skip processing for hiding the office navigation screen, for example, for a certain user (financial institution, etc.), when the office navigation function is not necessary from the beginning, When a certain period of time has passed with regard to the administrative procedures associated with, and all the persons in charge have become accustomed to the administrative procedures, only those who want to use the administrative regulations and administrative manuals as before, when only veteran personnel are available If the support for the office navigation screen is no longer needed, such as when the office navigation screen is changed, or if the administrative rules and manuals have just been revised and the processing for changing the office navigation screen has not yet been completed, the office navigation screen If an error is found in the display, it will be related to the office navigation function in the system. Such as when a malfunction to the minute has occurred, for some reason, it is possible to correspond to when it comes to using the office regulations and administrative manual.

  <Configuration that allows each user to select whether or not to place an office navigation screen>

In the business processing system described above,
Business processing means
The business navigation screen can be inserted and arranged at at least one predetermined position in the flow from the start to the end of the business process that is progressed by displaying the business process screen on the user terminal. With
At the timing when the display data for the office navigation screen is transmitted to the user terminal, it is determined whether the display data for the office navigation screen to be transmitted is stored in the office navigation screen storage means. If the display data is not stored, the display data for the next business process screen stored in the business process screen storage means is transmitted to the user without transmitting the display data for the office navigation screen to the user terminal. It is desirable to be configured to execute processing to be transmitted to the terminal.

  In this way, when it is configured to determine whether or not the display data of the office navigation screen to be transmitted is stored in the office navigation screen storage means at the transmission timing of the display data of the office navigation screen, Each user can select whether or not it is necessary to insert and arrange the screen. For this reason, in the flow from the start to the end of the ongoing business process, when the place where the office navigation screen can be inserted and placed is predetermined as the system configuration, all users are determined in advance. We do not think that the office navigation screen should be inserted and placed in all of the above, and the location where the office navigation screen should be inserted and placed may differ depending on the user. It becomes possible. For example, one user thinks that an office navigation screen should be inserted and placed in two places before and after the start of business processing, and another user should insert and place only before the start of business processing. The latter user does not need to prepare an office navigation screen corresponding to the end of business processing (the place where insertion is considered unnecessary). It is set as the structure which does not arise. Furthermore, the user can select not to place the office navigation screen in any of the predetermined insertable locations, and in this case, the system is configured so as not to cause a problem. Yes.

  <Configuration to provide spreadsheet data sheet and office navigation screen display data template data via network>

Furthermore, in the business processing system described above,
An office navigation setting sheet storage means for storing a spreadsheet data sheet and an office navigation screen display data template data;
In response to a request from the user terminal or other terminal by the screen creator of the user who creates the office navigation screen or his / her agent, the sheet of the spreadsheet software and the office navigation screen stored in the office navigation setting sheet storage means It is desirable to have a configuration including office navigation setting sheet providing means for executing processing for transmitting the template data of the display data to the user terminal or other terminals via the network.

  Here, the “screen creator” in “the screen creator of the user who creates the office navigation screen or its substitute” is only the “person in charge” of the user who performs the work of inputting and registering business data. A person who belongs to the user but does not have an opportunity to input and register business data (a person who creates a business navigation screen but does not perform business processing, such as a system engineer or Those who belong to the system management department) are also included. Further, the “agent” is a person who creates a business navigation screen by the user (by the user's screen creator) based on the user's request. For example, a system that operates and manages the business processing system of the present invention. Such as an operator.

  In this way, when the spreadsheet data sheet and the display data template for the office navigation screen are provided via the network, anytime, anywhere (any terminal), anyone (any terminal) Since the operator can obtain the spreadsheet data sheet and the template data for the display of the office navigation screen via the network, anyone can create the office navigation screen anytime, anywhere (spreadsheet) It is possible to perform input setting of necessary data on the software sheet and generation of display data for the office navigation screen using the input and set data. For this reason, for example, when the flow of the administrative procedure is changed due to a change in system or a change in company policy, the user can quickly respond.

  <Configuration with office navigation screen creation device>

And in the business processing system mentioned above,
A word that indicates the check items and the contents of the administrative procedures by the screen creator of the user who creates the administrative navigation screen on the spreadsheet software sheet or its representative, which is composed of user terminals or other terminals or other computers. Text data input settings are received, and at least a part of the display data for the office navigation screen is generated and output to a file using the input settings data using the macro function attached to the spreadsheet software sheet. It is desirable to have a configuration including an office navigation screen creation device that executes processing.

  Here, the “spreadsheet sheet” used in the “office navigation screen creation device” may be obtained from a server via a network, for example, read from a recording medium such as a DVD, CD, or USB memory. Alternatively, it may be received by communication means such as e-mail from a system operator who operates and manages the business processing system of the present invention.

  When the office navigation screen creation device is configured in this way, the user's screen creator or his / her agent can check the text of the administrative procedure check items and their contents on the spreadsheet software sheet. It is possible to easily generate at least a part of the display data for the office navigation screen simply by performing data input settings. For this reason, for example, when the flow of the administrative procedure is changed due to a change in system or a change in company policy, the user can quickly respond.

  <A configuration in which an office navigation screen is prepared for each user and for each person in charge, or for each user and for each person in charge>

In the business processing system described above,
The office navigation screen storage means
For the display of office navigation screens prepared for each user and for each person in charge, or for each person in charge and for each person in charge group formed by dividing a plurality of persons in charge within the user It is configured to store data,
Business processing means
The display data of the user's office navigation screen stored in the office navigation screen storage means to the user terminal in a state of being inserted and arranged in at least one place in the flow from the start to the end of the ongoing business process When sending, the data for displaying the navigation screen of the person in charge corresponding to the login ID of the person in charge obtained at the time of login of the person in charge of the user or the person in charge corresponding to the login ID of the person in charge It may be configured to execute processing for transmitting the display data for the office navigation screen of the person in charge group to which the person belongs.

  Here, the “person in charge group” in the “person in charge group formed by dividing a plurality of persons in charge within the user” is a set of persons in charge as a unit for differentiating the display contents of the office navigation screen. , Veterans, newcomers, people with high frequency of performing certain specific business operations, people with low frequency of performing specific business operations, specialized fields and occupations A group of persons in charge, a group of persons in charge divided by whether or not they are managers. However, a person in charge group formed by one person in charge may be included. It should be noted that information (linkage) for associating the person in charge to which person in charge, that is, the person in charge's login ID and the person in charge group, may be provided in the server constituting the business processing system. it can.

  When the office navigation screen is prepared for each user and for each person in charge, or for each user and for each person in charge group, It is possible to prepare an office navigation screen corresponding to the characteristics of the. For example, an office navigation screen without a skip button is sent to a new person in charge, and an office navigation screen with a skip button is sent to an experienced person, or a new person in charge The contents of the wording indicating the contents of the check items can be changed, the number of check items can be changed, etc. between the person in charge and the veteran person in charge.

  <Invention of a program for realizing a macro function>

The present invention is a program for causing a computer to realize a macro function attached to a sheet of spreadsheet software,
A macro function that generates at least a part of the display data for the office navigation screen used in the business processing system described above using the data input and set in the spreadsheet format on the spreadsheet software sheet, and outputs it to a file. It is characterized by being realized by a computer.

In the program that realizes the above macro function,
On the spreadsheet sheet, a level column for selecting and entering the type of heading including the size of each item displayed on the office navigation screen, a content column for inputting text data indicating the content of each item, and a text A part column that selects and inputs the attribute of each item including the type of button for the item that is the only item, the item that provides the check box, the item that establishes the link, and the item that provides the button, and the link is established in this part column There is a parts setting column for entering the link destination when an item is selected and input,
A macro that generates and outputs at least part of the display data for the office navigation screen using the data entered in the level column, content column, part column, and part setting column on the spreadsheet sheet. It is desirable that the function be realized by a computer.

  In this way, when it is configured to input and set the necessary data in the level column, content column, part column, and part setting column on the spreadsheet sheet, the user's screen creator or its agent It is possible to easily generate at least a part of the display data for the office navigation screen by the macro function only by setting the data input to the column.

  <Invention of a program for realizing a business processing system>

  The program of the present invention is for causing a computer to function as the business processing system described above.

  The above-described program or a part thereof may be, for example, a magneto-optical disk (MO), a compact disk (CD), a digital versatile disk (DVD), a flexible disk (FD), a magnetic tape, a read-only memory ( ROM), electrically erasable and rewritable read only memory (EEPROM), flash memory, random access memory (RAM), hard disk, solid state drive (SSD), flash disk, etc. For example, a transmission network such as a wired network such as LAN, MAN, WAN, Internet, Intranet, Extranet, or a wireless communication network, or a combination thereof may be used. Can There also can be delivered by placing the carrier. Furthermore, the program described above may be a part of another program, or may be recorded on a recording medium together with a separate program.

  As described above, according to the present invention, since the office navigation function is provided, it is possible to smoothly execute the office procedure associated with the business process in a short work time, and the front function and the office navigation function are separated. Since the functions are independent of each other, the system modification or change does not affect each other, so that the modification cost can be reduced and the modification period can be shortened.

1 is an overall configuration diagram of a business processing system according to an embodiment of the present invention. The figure of the flowchart which shows the outline flow of the setting of the office navigation screen by the business processing system of the said embodiment, and the whole business processing. Explanatory drawing of the screen transition about the common function before transfer to the various individual business processing of the said embodiment. Explanatory drawing of the screen transition about the business process of the account opening (individual) of the said embodiment. Explanatory drawing of the screen transition about the business processing of the domestic investment trust (buying) of the said embodiment. The figure which shows the example of an input of the office navigation setting sheet | seat of the said embodiment. The figure which shows the creation example of the office navigation screen of the said embodiment. Explanatory drawing of the input method of the office navigation setting sheet | seat of the said embodiment. The block diagram of a set of screen structure files which implement | achieve the office navigation function of the said embodiment. Explanatory drawing about the setting of the office navigation screen of the said embodiment.

  An embodiment of the present invention will be described below with reference to the drawings. FIG. 1 shows the overall configuration of a business processing system 10 of the present embodiment. FIG. 2 is a flowchart showing a general flow of the setting of the office navigation screen and the entire business process. 3 to 5 show screen transitions for processing by common functions before the transition to various individual business processes, and for individual business processes such as account opening (individual) and domestic investment trust (purchase) business processes. It is explanatory drawing. FIG. 6 shows a specific input example of the office navigation setting sheet, and FIG. 7 shows a specific example of creating the office navigation screen. Further, FIG. 8 shows an input method of the office navigation setting sheet, FIG. 9 shows a file configuration for realizing the office navigation function, and FIG. 10 shows a screen configuration file at the time of setting the office navigation screen. The flow of is shown.

  <Overall Configuration of Business Processing System 10>

  In FIG. 1, a business processing system 10 includes a web application server 20 (hereinafter also referred to as a WEB / AP server) that executes business processing including support processing for a business procedure by a business navigation function, and the web application. A database server 80 (hereinafter also referred to as a DB server) that stores business data registered in business processing by being connected to the server 20 via the communication line 3 is provided.

  In addition, the web application server 20 includes user terminals 90 (90A, 90B, 90C) operated by a person in charge of each user (here, A company, B company, and C company) via the network 1. It is connected.

  Further, the web application server 20 includes an operator terminal 91 operated by a worker of a system operator (an organization such as a system operating company) that operates and manages the entire business processing system 10. Connected through. In addition, the operator terminal 91 is also connected to the external network 1 and can send and receive e-mails and the like with the user terminal 90. In FIG. 1, the operator terminal 91 is connected to the external network 1 and the network 2 inside the operator separately for convenience of illustration and explanation, but is connected to the external network 1. When it is done, it may be connected via the network 2 inside the operator.

  The user terminal 90 and the operator terminal 91 also function as an office navigation screen creation device operated by a screen creator who creates an office navigation screen. However, the office navigation screen creation device may be configured by another computer not shown in FIG. 1, and in that case, a terminal function that can be connected to the external network 1 or the network 2 inside the operator. It may be a stand-alone computer that does not have

  Here, the network 1 is a relatively wide-area network, for example, the Internet or a combination of the Internet and various communication networks (for example, a LAN (local area network) or an intranet) connected thereto. is there. The network 2 is a network provided inside a system operator (an organization such as a system operating company), and is, for example, a LAN or an intranet. Further, the communication line 3 connecting the WEB / AP server 20 and the DB server 80 may be the network 2.

  Further, the persons involved in the business processing system 10 are as follows. “Users” are, for example, financial institutions such as banks and securities companies, general companies, government offices, hospitals, educational institutions such as schools and cram schools, support organizations, political organizations, and the like. Assuming that three financial institutions (Company A, Company B, Company C) are users, the number of users using the business processing system 10 is arbitrary, and a plurality of organizations other than three But it may be one organization. The business processing system of the present invention has a configuration that can handle a plurality of organizations (a plurality of users), but the organization that happens to be used may be one organization (one user).

  The “person in charge” when referring to “the person in charge of the user” or simply “the person in charge” belongs to the user or receives the support of the office procedure by the office navigation function based on the work request such as input from the user. A person who inputs and registers business data. In the present invention, a terminal operated by the person is referred to as a “user terminal”. In the present embodiment, the “person in charge” is, for example, a salesperson or an operator of a financial institution.

  The “administrator” is a person who belongs to the user and has administrator authority that can use the administrator function of the business processing system 10 or who exercises administrator authority on behalf of the user based on a request from the user. Yes, this “administrator” may also serve as the “person in charge”, or is involved in system settings using the administrator function, but is required to enter and register business data (account opening) Or individual business processing such as order execution). In the present embodiment, the “manager” is a person who is in a position to manage sales staff, operators, and the like, such as, for example, a manager of a financial institution or an employee of a management department.

  The “system operator” is an organization (system management company, etc.) that operates and manages the entire business processing system 10, and a worker (belonging to the organization or receiving a request for system-related work from the organization). The operator terminal 91 operates the operator terminal 91.

  The “screen creator” is [1] a user who belongs to the user and creates a business navigation screen, or [2] creates a business navigation screen for the user on behalf of the user based on a request from the user. The terminal (user terminal 90 or operator terminal 91) operated by this person (the person of [1] or [2]) or other computer (reading the file of the office navigation setting sheet, displaying If the calculation software can be executed, it may be a stand-alone device). In the case of [1], the “screen creator” may be a user's “person in charge” or “administrator”, or may be another person. In the case of [2], a worker of “system operator” (a person who belongs to a system management company, or who receives a request from a system management company, etc.) may act on its behalf. May act for you.

  <Configuration of Web Application Server 20>

  The web application server 20 is a server that is configured by one or a plurality of computers and functions as a front system that realizes processing including transmission and reception of data with the user terminal 90 via the network 1. The WEB / AP server 20 includes a processing unit 21, a business processing screen storage unit 50 connected to the processing unit 21, an office navigation screen storage unit 60, a program storage unit 70, an office navigation setting sheet storage unit 71, and And a screen management information storage means 72.

  Among these, each means constituting the processing means 21 is a central processing unit (CPU) provided inside the computer main body constituting the WEB / AP server 20, and one or a plurality that defines the operation procedure of this CPU. And a working memory (main memory, cache memory, etc.), a bus in the server, and the like.

  Each storage means 50, 60, 70 to 72 is preferably realized by, for example, a hard disk or a solid state drive. However, as long as there is no problem in storage capacity, access speed, etc. These recording media may be adopted.

  In this embodiment, the web application server 20 is used. However, the business processing system of the present invention may be configured by separating the web server and the application server. Although details will be described later, instead of dealing with a plurality of users by VM (virtualization) instances, physically separate WEB / AP servers 20 may actually be installed for each user.

  <Configuration of Web Application Server 20 / Processing Unit 21>

  The processing unit 21 includes a business processing unit 30 that executes business processing including input reception and registration of business data, a business navigation setting sheet providing unit 40 that executes processing for providing a business navigation setting sheet, and a screen configuration file. And a screen configuration file setting means 41 for executing a process for setting.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Business Processing Unit 30>

  The business processing means 30 transmits / receives data to / from the user terminal 90 to execute business data input reception processing, and accesses the DB server 80 to register business data (new registration / change / deletion). And log-in receiving means 31, common function processing means 32, account opening means 33 for executing various individual business processes, account information changing means 34, buying and selling. Ordering means 35 and the like. In addition, the individual business processing includes, for example, business processing for changing the customer's address, name, etc., business processing for closing the account, business processing for displaying the customer's stock and other assets holding balance, customer trading There is a business process for displaying a transaction history, etc., but the description of the function of the present invention is equivalent to the account opening means 33 (see FIG. 4), the buying and selling order means 35 (see FIG. 5), etc. Is omitted.

  Specifically, the business processing means 30 sends a request to the user terminal 90 in response to a request from the user terminal 90 (90A, 90B, 90C) operated by the person in charge of the user who performs work including input and registration of business data. The screen display data is transmitted via the network 1, and data (login information, selection operation information, business data, etc.) input by the person in charge of the user using the displayed screen is transmitted from the user terminal 90 to the network. 1 and using the received input data, access to the DB server 80 according to the contents of each business process to be executed, and register business data stored in the database 82 (new registration / change / deletion) ) And reference processing.

  This business processing means 30 is provided for each user when there are a plurality of users. In this embodiment, the business processing means 30 for company A, the business processing means 30 for company B, and the business for company C are used. There is a processing means 30. In the present embodiment, the WEB / AP server 20 shared by Company A, Company B, and Company C is as if the WEB / AP server 20 for Company A, the WEB / AP server 20 for Company B, and Company C, depending on the instance. The WEB / AP server 20 for use functions as if it exists. That is, as described above, the processing unit 21 is realized by a CPU, a program, a main memory, and the like, but the program storage unit 70 stores server applications for A company, B company, and C company, With these server applications for each user, the CPU and main memory are used in a shared state. The business processing system of the present invention may be configured by actually installing physically different WEB / AP servers 20 for each user instead of a VM (virtualization) instance.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Business Processing Unit 30 / Login Accepting Unit 31>

  The login reception means 31 transmits display data for the login screen G1 (see FIG. 3) via the network 1 in response to a login request from the user terminal 90 by the person in charge of the user. The login information (login ID, password) of the person in charge sent in this way is received, and the login information storage means (not shown) of the user provided in the WEB / AP server 20 or the database 82 of the DB server 80 is received. The login process is executed by referring to the provided login information table of the user.

  Further, the login accepting unit 31 issues a session ID to the WEB browser of the user terminal 90 that is the transmission source of the login request to establish a session. The business processing unit 30 executes sensation management that holds the session ID in all business processing after login. The same session management is executed for all the processes by the processing means 21 including the processes by the office navigation setting sheet providing means 40 and the screen configuration file setting means 41 as well as the business processes by the business processing means 30. At this time, the session management method is arbitrary. For example, [1] First, the WEB / AP server 20 sends a cookie to the WEB browser of the user terminal 90, and the WEB browser holds the cookie. A method may be used in which a cookie is sent back to the WEB / AP server 20 at the next processing request from the user terminal 90. [2] URL of a link destination in a WEB page transmitted from the WEB / AP server 20 to the user terminal 90 ( The session ID is embedded in the description portion of the execution button for the next screen display request (attached to the URL with a sensation ID), and the WEB browser of the user terminal 90 adds the session ID when requesting the display of the next screen. It is also possible to send the URL to the WEB / AP server 20, and [3] the WEB / AP server 20 Transmitted to the user terminal 90 embeds the session ID to the over-time data, WEB browser of the user terminal 90, when the next screen display request, or a method for sending a session ID as a parameter to the WEB / AP server 20. Regardless of which session management method is adopted, the business processing by the business processing means 30 is displayed at the time of processing request from the business processing screen (WEB screen) displayed by the front function and by the business navigation function. The same session ID is transmitted from the WEB browser of the user terminal 90 to the WEB / AP server 20 at the time of processing request from the office navigation screen (WEB screen). Session is held.

  When a user's person in charge transmits a login request from the user terminal 90, the user to whom he belongs or the requesting user who requested the user to perform an input operation (here, Company A, Company B) , A login request (display request for any of the login screens G1 for Company A, Company B, and Company C) for executing business processing for the financial institution of Company C). That is, the person in charge of the user makes a display request based on the URL of the login screen G1 (WEB page) for the user.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Business Processing Unit 30 / Common Function Processing Unit 32>

  The common function processing means 32 executes the processing of the common function before shifting to individual business processing (account opening, trading order, etc.) out of the business processing performed after the login processing by the login receiving means 31. .

  Specifically, the common function processing unit 32 performs processing for transmitting display data for the home screen G2 (see FIG. 3) via the network 1 to the user terminal 90 operated by the person in charge of the user after login. Run. The common function processing means 32 transmits display data for the account search screen G3 (see FIG. 3) via the network 1 in response to an account search request from the user terminal 90 by the person in charge of the user after login. , Receiving account search condition data (customer information to be searched, for example, customer name, etc.) transmitted from the user terminal 90 via the network 1, and receiving an account search instruction ( SQL) is sent to the DB server 80, data indicating the search result returned from the DB server 80 is received, and if there is an account that matches the search condition, a search result that displays a list of all accounts that match the search condition On the other hand, if there is no account that matches the search condition, the search result screen that displays that there is no account that matches the search condition is displayed on the screen G4 (see FIG. 3). 5 display data (see FIG. 3), it performs a process of transmitting to the user terminal 90 via the network 1.

  Further, when there is an account that matches the search condition and the search result screen G4 (see FIG. 3) is transmitted, the common function processing means 32 is selected and input by the person in charge on the search result screen G4 and then the user terminal 90, the account selection information transmitted via the network 1 is received, and if detailed information about the account is necessary, an acquisition instruction (SQL) is sent to the DB server 80, and returned from the DB server 80. A process of receiving the detailed information about the account and transmitting the display data of the main screen G6 (see FIG. 3) in a state where the received detailed information about the account is displayed to the user terminal 90 through the network 1 is executed.

  Further, the common function processing means 32 is such that a user administrator (who has authority to use the administrator function) uses the administrator function to perform a home processing screen G2 or a main screen G6 (see FIG. 3) that is a business processing screen. When the non-display selection input of the office navigation screen is performed in the skip check box provided in, the non-display selection input data of the office navigation screen transmitted from the user terminal 90 via the network 1 is received. Then, the screen management information setting process is executed in which the information on the office navigation screen that is not to be displayed (for example, the file name of the HTML file) is stored in the screen management information storage unit 72 in association with the identification information of the user. . Note that the installation of a function for accepting the setting for non-display selection by the administrator function may be omitted. The screen management information storage unit 72 may be provided as a database configuration table in the DB server 80 instead of the WEB / AP server 20.

  Then, in the common function processing means 32, if the installation of the function for accepting the setting of non-display selection by the administrator function as described above is omitted or not omitted, the processing means 21 accepts display or non-display selection information by the user for all screens of the office navigation screen, and identifies the display / non-display selection information received (for example, a display / non-display flag, etc.) A screen management information setting process for storing the information in the screen management information storage unit 72 in association with the information may be executed. At this time, when the screen management information storage means 72 is provided not in the WEB / AP server 20 but in the DB server 80, the received display / non-display selection information is set in the table for the user for setting the conditions of the user. If it is memorized in, it can be associated with the identification information of the user. Further, the identification information of the user together with the display / non-display selection information may be stored in the database as data so as to be associated with the identification information of the user. Note that the display / non-display selection information by the user for all screens of the office navigation screen is information transmitted from the operator terminal 91 via the network 2 by an operation by the system operator receiving the user's intention. You may receive, and the thing transmitted via the network 1 from the user terminal 90 by operation by the user himself / herself may be received.

  <Configuration Common to Web Application Server 20 / Processing Means 21 / Business Processing Means 30 / Means 33, 34, 35 etc. for Performing Various Individual Business Processing>

  The account opening means 33, the account information changing means 34, the buying and selling order means 35, etc. are means for performing business processes of different contents that require different flow of administrative procedures, but are common to these various individual business processes. As the processing to be performed, the following processing is executed. That is, each of the means 33, 34, 35, etc. for performing individual business processing receives a request for starting individual business processing from the user terminal 90 by the person in charge of the user via the network 1, and in response to this request, [ α] Display data of the user's business process screen (in principle, the contents of the business process screen of each user are the same) stored in the business process screen storage means 50 as the front function. Of the individual business process selected by the person in charge of the user is transmitted to the user terminal 90 to display the individual business process selected by the person in charge of the user. [Β] As an office navigation function, it is inserted in at least one place in the flow from the start to the end of each individual business process that is progressing. In the state of entering and disposing, the individual data selected by the person in charge of the user in the display data of the user's office navigation screen (each user can freely set) stored in the office navigation screen storage means 60 By transmitting display data of the business navigation screen for business processing to the user terminal 90, business procedure support processing that does not include input and registration of business data is executed. Accordingly, in the support process of the office procedure by the [β] office navigation function, the business data stored in the database 82 is not used, and therefore the DB server 80 is not accessed.

  At this time, each of the means 33, 34, 35, etc. for performing the individual business process, as the [β] office navigation function, transmits the office navigation screen display data to the user terminal 90 at a timing to transmit it. Is not stored in the office navigation screen storage means 60. If the display data of the office navigation screen to be transmitted is not stored, the display data of the office navigation screen is stored. Without transmitting to the user terminal 90, a process of transmitting display data for the next business process screen stored in the business process screen storage means 50 to the user terminal 90 is executed.

  Each means 33, 34, 35, etc. for performing individual business processing is stored in the screen management information storage means 72 at the timing when the display data for the office navigation screen is transmitted to the user terminal 90 as the [β] office navigation function. Whether the display data of the office navigation screen to be sent corresponds to the display data of the office navigation screen to be hidden using the stored information on the office navigation screen to be hidden (name of the HTML file, etc.) For the office navigation screen that is to be hidden, the display data for the next business processing screen is transmitted to the user terminal 90 without transmitting the display data to the user terminal 90. Execute skip processing. The determination as to whether or not it is a non-display target at this time is included in the URL of the office navigation screen to be transmitted because the next screen display request from the user terminal 90 is included. This is executed by comparing the name of the HTML file being stored with the name of the HTML file of the office navigation screen to be hidden that is stored in the screen management information storage means 72.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Business Processing Unit 30 / Account Opening Unit 33>

  The account opening means 33 selects the type of a new account (individual / corporate, etc.) that is selected and input by the person in charge on the search result screen G4 or G5 (see FIG. 3) and transmitted from the user terminal 90 via the network 1. When the selection information is received, an account opening process (individual / corporation, etc.), which is an individual business process, is executed.

  Here, the account opening means 33 will be described later in detail with reference to FIG. 2 and FIG. 4 for the details of the account opening (individual) processing. Will be explained. Note that the account opening (corporate) processing as individual business processing is the same as the account opening (individual) processing.

  The account opening means 33 performs [α] front-facing account opening (individual / corporation etc.) processing and [β] office navigation as predetermined processing and timing as account opening (individual / corporation etc.) processing. Performs account opening (individual / corporate, etc.) processing by function.

  [Α] Account opening (individual / corporation, etc.) processing by the former front function is processing common to each user (in this embodiment, Company A, Company B, Company C), and a conventional business processing system This is the same as the processing for opening an account (individual / corporation, etc.) using the functions provided by. Therefore, in the processing by the front function, when there is a business processing screen display request from the person in charge of the user, the business processing screen storage means 50 for the user (in this embodiment, any of 51 to 53) The account opening (individual / corporate, etc.) business processing screen display data stored in (a) is transmitted to the user terminal 90 via the network 1 for account opening (individual / corporation, etc.) business processing. A process of displaying the screen on the user terminal 90 is included. At this time, the specific information to be transmitted, that is, the URL information specifying the business processing screen for opening an account (individual / corporate, etc.) to be displayed on the user terminal 90 is included in the display data for the previous screen. The URL information is transmitted from the user terminal 90 to the WEB / AP server 20 via the network 1 together with the session ID when a business processing screen (equivalent to the next screen) is displayed on the previous screen. It will be. Further, in the processing by the front function, an account opening (input from the user terminal 90 via the network 1 is input by the person in charge of the user using an account opening (individual / corporate etc.) business processing screen ( Business data for individuals, corporations, etc. is received, and the received business data is sent to the DB server 80, and for the user (in this embodiment, for Company A, Company B, Company C) ) To be registered in the database 82.

  [Β] Account opening (individual / corporation, etc.) processing by the latter office navigation function is performed for each user (company A, company B in this embodiment) along with the business processing for account opening (individual / corporation, etc.). , Company C) is a process for each user to support the office procedure (manual operation) performed by each user, and the flow of this office procedure varies from user to user. Can be set to. Therefore, in the processing by the office navigation function, when there is a display request of the office navigation screen from the person in charge of the user, the office navigation screen storage means 60 for the user (in this embodiment, any one of 61 to 63) The account navigation screen for opening an account (individual / corporation, etc.) is transmitted to the user terminal 90 via the network 1 by transmitting the display data of the office navigation screen for account opening (individual / corporation, etc.) stored in A process of displaying a screen on the user terminal 90 is included. At this time, the specific information to be transmitted, that is, the URL information for specifying the office navigation screen for opening an account (individual / corporate, etc.) to be displayed on the user terminal 90 is included in the display data for the previous screen. This URL information is transmitted from the user terminal 90 to the WEB / AP server 20 via the network 1 together with the session ID when a display request for the office navigation screen (corresponding to the next screen) on the previous screen is made. come. On the other hand, since the office navigation function [β] is a function independent of the former front function [α], unlike the processing by the front function, the processing by the office navigation function includes an account opening (individual / corporate etc.). ) For receiving the business data input and the registration process of the received business data in the database 82 are not included. Therefore, the office navigation function is a function that substitutes for the reference work of office rules and office manuals that have been performed manually.

  Further, the account opening means 33 connects [α] processing by the former front function and [β] processing by the latter office navigation function into a series of processing, that is, from [α] to [β]. And the login ID of the person in charge at each screen transition through [α] and [β] (this implementation) In the form, the identification information of salespersons and operators of financial institutions) and person-in-charge information (personnel affiliation, authority (which screen can be accessed, etc.), name) are handed over with parameters, and the session is maintained. It has become. As a result, it is ensured that the person in charge who has been logged in is operating, and the screen transitions between the [α] front function and the [β] office navigation function.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Business Processing Unit 30 / Account Information Changing Unit 34>

  When the account information changing means 34 receives the selection information for changing the account information that is selected and input by the person in charge on the main screen G6 (see FIG. 3) and transmitted from the user terminal 90 via the network 1, the account information changing means 34 The account information change process which is the business process is executed.

  The account information changing means 34 performs [α] front account function change processing and [β] account information change processing by the office navigation function in a predetermined order and timing as account information change processing. Run. Processing by these two independent functions is the same as in the case of the account opening means 33 described above.

  Further, the account information changing means 34 connects [α] the processing by the former front function and [β] the processing by the latter office navigation function into a series of processing, that is, from [α] to [β ], And in order to make a continuous business process including transition from [β] to [α], the necessary information is handed over with parameters in each screen transition through [α] and [β]. Carry around and hold sessions. The parameters at this time include individual business processing when there is an account of the customer to be searched, and includes information on the customer to be searched (account number for specifying the target customer). This is similar to the case of the order means 35.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Business Processing Unit 30 / Buying / Ordering Unit 35>

  The buy / sell order means 35 is, for example, a business process that handles orders for trading transactions of various financial products such as investment trusts, stocks, bonds, etc., and the processing of the trading orders of these various financial products has different contents. In the present embodiment, these are collectively shown for convenience of explanation. Therefore, in the present embodiment, the domestic investment trust (buy) process will be described as a representative of the process of buying and selling orders of these various financial products. Details of the domestic investment trust (purchase) process will be described later with reference to FIGS. 2 and 5, and therefore, the basic process will be described here.

  The buy / sell order means 35, as a process of domestic investment trust (buy), in a predetermined order and timing, [α] domestic investment trust (purchase) processing by the front function and [β] domestic investment trust by the office navigation function (Buy) process. Processing by these two independent functions is the same as in the case of the account opening means 33 described above.

  Further, the buying and selling order means 35 connects [α] processing by the former front function and [β] processing by the latter office navigation function into a series of processing, that is, from [α] to [β]. And the login ID of the person in charge at each screen transition through [α] and [β] (this implementation) In the form, identification information of financial institution salespersons and operators, etc., person-in-charge information (personnel affiliation, authority (which screen can be accessed, etc.), name), and search target customer information (specify target customer (Account number to do) is handed over with parameters, and the session is held. As a result, it is ensured that the person in charge of login authentication is operating the information of the search target customer, and the screen transitions between the [α] front function and the [β] office navigation function.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Office Navigation Setting Sheet Providing Unit 40>

  The office navigation setting sheet providing means 40 is a screen creator of a user who creates an office navigation screen (in this embodiment, for example, a person in charge such as a salesperson belonging to the financial institution that is the user, an administrator, a system engineer) , Other persons) or a substitute thereof (in this embodiment, for example, a system operator of the business processing system 10 or a subcontractor thereof) from a user terminal 90 or other terminal (operator terminal 91 etc.) Accordingly, the office navigation setting sheet stored in the office navigation setting sheet storage unit 71 (in the state before the input setting), that is, a sheet of spreadsheet software (in this embodiment, an Excel sheet is taken as an example: Excel Is a registered trademark), and template data (display configuration file set of demo screen) for display data for the office navigation screen, Chromatography The terminal 90, or other terminal to the (operator terminal 91, etc.) via the network 1 transmits (transmission to operator terminal 91 is good. Even through the network 2) and executes the processing.

  <Configuration of Web Application Server 20 / Processing Unit 21 / Screen Configuration File Setting Unit 41>

  The screen configuration file setting means 41 receives business processing screens and business navigation screen display data (a set of screen configuration files) transmitted from the operator terminal 91 via the network 2 by the system operator, and corresponds. A setting process to be stored in the business process screen storage unit 50 (any of 51 to 53) or the office navigation screen storage unit 60 (any of 61 to 63) is executed. When the system operator sets the display data for the office navigation screen, [1] the office navigation setting sheet created by the user input settings is received from the user, and the office navigation setting is received in response to a request from the user. When generating the display data (HTML file etc.) for the office navigation screen from the sheet and uploading a set of screen configuration files including the generated file (HTML file etc.) to the WEB / AP server 20, [2] From the user In response to this request, if all work including creation (setting input) of an office navigation setting sheet is performed on its behalf, [3] work until the user generates the display data (HTML file etc.) for the office navigation screen. Screen configuration file including files (HTML files etc.) generated at the request of the user A set, includes the case to be uploaded to the WEB / AP server 20.

  Further, the screen configuration file setting means 41 is an office navigation transmitted from the user terminal 91 via the network 1 by a person belonging to the user (a person in charge such as a sales employee, an administrator, a system engineer, or another person). A setting process for receiving screen display data (a set of screen configuration files) and storing it in the corresponding office navigation screen storage means 60 (any of 61 to 63) is also executed. For example, the user himself / herself can make file transmission / reception with the WEB / AP server 20 by FTP communication as in the case of creating his / her own homepage. If the user himself / herself is concerned about the direct setting operation of the display data (screen configuration file set) for the office navigation screen, the direct setting may not be accepted. In addition, by providing a mechanism to check the syntax and functions of the display data (screen configuration file set) for the office navigation screen to be set before the actual setting, the user's own direct setting anxiety is resolved. Also good.

  Further, the screen configuration file setting means 41 is a table for setting the office navigation setting sheet (before input setting) and the display data for the office navigation screen transmitted from the operator terminal 91 via the network 2 by the system operator. Processing for receiving template data (a set of screen configuration files for the demo screen) and storing them in the office navigation setting sheet storage means 71 is also executed.

  The processing unit 21 receives a program transmitted from the operator terminal 91 via the network 2 by the system operator in addition to the setting process of the screen configuration file by the screen configuration file setting unit 41, and the program The process etc. which memorize | store in the memory | storage means 70 are also performed.

  <Configuration of Web Application Server 20 / Business Processing Screen Storage Unit 50>

  The business processing screen storage means 50 is a business processing screen storage means for each user (in this embodiment, business processing screen storage means 51, 52, 53 for Company A, Company B, and Company C). The business processing screen storage means 51 to 53 for each user are formed by different directories in the WEB / AP server 20.

  The business processing screen storage means 50 is a display data (screen configuration) for business processing screens for each user (in this embodiment, for A company, B company, and C company) used in the processing by the front function. File set). Since the processing by the front function is processing common to each user, the business processing screen used in the processing by the front function is in principle common to each user, but the details can be changed. For this reason, display data (a set of screen configuration files) for the business processing screen for each user is prepared and stored in the business processing screen storage means 51 to 53 for each user. Since at least the main part is common to each user, the business processing screen for each user can be created by copying.

  In addition, each of the business process screen storage means 51 to 53 for each user is for each of a plurality of individual business processes (processing by the account opening means 33, the account information changing means 34, the buying and selling order means 35, etc.). The display data (a set of screen configuration files) of the business processing screen is stored. Further, the business processing screens stored in the business processing screen storage units 51 to 53 for each user include individual business processing (processing by the account opening unit 33, the account information changing unit 34, the buying and selling order unit 35, etc.). Not only for the screen for business processing after shifting to, but also for business processing used in common function processing (processing by the login accepting means 31 and the common function processing means 32) performed before shifting to individual business processing A screen is also included. Therefore, for example, in the business process screen storage means 51 for Company A, common function processing (processing by the login accepting means 31 and common function processing means 32) and individual business processing (account opening means 33, account information change) Data for display of all business processing screens for Company A used in the processing by the means 34, the sales order means 35, etc.) is stored.

  In this embodiment, the business processing screen is a WEB screen (WEB page), and the display data (a set of screen configuration files) is an HTML file or various JS files (Java Script file: Java is a registered trademark). However, since the file structure for displaying the screen is the same as that of the office navigation screen described later, description thereof is omitted here.

  <Configuration of Web Application Server 20 / Office Navigation Screen Storage Unit 60>

  The office navigation screen storage means 60 includes office navigation screen storage means for each user (in this embodiment, office navigation screen storage means 61, 62, 63 for company A, company B, and company C), The office navigation screen storage means 61 to 63 for each user is formed by different directories in the WEB / AP server 20 and is also a directory that forms the above-described business processing screen storage means 51 to 53 for each user. It is formed by different directories.

  This office navigation screen storage means 60 is a display data (screen configuration file) for office navigation screens for each user (in this embodiment, for A company, B company, and C company) used in the processing by the office navigation function. Set). Further, each of the office navigation screen storage means 61 to 63 for each user is for each of a plurality of individual business processes (processing by the account opening means 33, the account information changing means 34, the buying and selling order means 35, etc.). Stores display data for the office navigation screen (a set of screen configuration files). Therefore, for example, in the office navigation screen storage means 61 for company A, for all company A used in individual business processing (processing by account opening means 33, account information changing means 34, buying and selling order means 35, etc.) The display data of the office navigation screen is stored. Note that the office navigation screen is not used in common function processing (processing by the login receiving means 31 and the common function processing means 32) performed before shifting to individual business processing.

  In the present embodiment, the office navigation screen is a WEB screen (WEB page), and the display data (a set of screen configuration files) is an HTML file (for example, an office navigation setting sheet) as shown in FIG. , Jnavi-XXXXX.html) and function-specific output content files (for example, jnavi-XXXXX.js) and common generation files (for example, jnavi-common.js) that can add definitions of “level” and “part” ), Layout file that can change the layout (for example, jnavi-layout.js), system definition file that does not need to be changed (for example, jquery-1.11.2.min.js), background color, font size , And a style sheet (for example, css.css) that can change the font.

  The function name is entered in the XXXXXX part of the file names of the two files (HTML file, output contents file classified by function) generated by the office navigation setting sheet. This function name is the file name on the office navigation setting sheet. It is supposed to be set by input to Also, the HTML file is a mechanism for calling another JS file (Java Script file: Java is a registered trademark) and a style sheet. For this reason, when an HTML file is pressed in a local terminal such as the user terminal 90, a screen image can be displayed. Therefore, when the template data (set of screen configuration files for the demo screen) of the data for displaying the office navigation screen is downloaded from the office navigation setting sheet storage means 71 and the HTML file in the demo data is pressed, the screen image of the demo screen is displayed. It is possible.

  <Configuration of Web Application Server 20 / Program Storage Unit 70>

  The program storage means 70 stores a program such as a server application for each user (in this embodiment, for A company, B company, and C company). What is different for each user is the flow of business procedures accompanying business processing. Therefore, what each user arbitrarily sets is a business navigation screen for supporting the business procedures. As a general rule, business processing including input and registration is common to each user. Therefore, the server application for each user can be created by copying, and it is only necessary to process details for each user as required.

  <Configuration of Web Application Server 20 / Office Navigation Setting Sheet Storage Unit 71>

  The office navigation setting sheet storage means 71 is an office navigation setting sheet (in the state before input setting), that is, a spreadsheet software sheet (in this embodiment, an Excel sheet is used as an example: Excel is a registered trademark) and The template data of the display data for the office navigation screen (a set of screen configuration files for the demo screen) is stored. Details of the configuration of the office navigation setting sheet, the input setting method, and the like will be described later with reference to FIGS. The configuration of the template data (a set of screen configuration files for the demo screen) is as described above with reference to FIG.

  The “sheet of spreadsheet software” in the present invention is not limited to an Excel sheet (Excel is a registered trademark) of Microsoft Corporation. Therefore, the macro language describing the “macro associated with the sheet of spreadsheet software” in the present invention is limited to VBA (Visual Basic for Applications: Visual Basic is a registered trademark), which is a macro language of Excel (registered trademark). It may be a macro language other than VBA.

  <Configuration of Web Application Server 20 / Screen Management Information Storage Unit 72>

  The screen management information storage unit 72 stores information on the office navigation screen that is not displayed by the administrator function of the user (for example, the file name of the HTML file) in association with the identification information of the user. . The screen management information storage unit 72 may be provided as a database configuration table in the DB server 80 instead of the WEB / AP server 20.

  In addition, in the common function processing unit 32 described above, the screen management information storage is performed regardless of whether the setting of the function for accepting the setting of non-display selection by the administrator function is omitted or not omitted. The means 72 (including the case where it is provided in the DB server 80) is configured to store display or non-display selection information (for example, a display / non-display flag, etc.) by the user for all the office navigation screens. be able to.

  <Configuration of database server 80>

  The database server 80 is a server configured by one or a plurality of computers and functioning as a back system. The DB server 80 includes a database management unit 81 that functions as a database management system (DBMS), and a database 82 for each user that stores business data for each user for each user (in this embodiment, for company A). , B company and C company database 82A, 82B, 82C).

  The database management means 81 includes a central processing unit (CPU) provided in the computer main body constituting the DB server 80, one or a plurality of programs that define the operation procedure of the CPU, a main memory and a cache memory This is realized by a working memory or the like. The database 82 is realized by, for example, a hard disk or a solid state drive.

  In FIG. 1, the databases 82A, 82B, and 82C for each user are described in the same server, but the databases 82 for each user are distributed to a plurality of DB servers 80. May be.

  The business data of each user stored in the database 82A, 82B, 82C for each user (for company A, for company B, for company C) is, for example, for each user (company A, company B, company C). Customer account information, personal information such as address and name, sales order data, transaction history data, and the like.

  <Configuration of user terminal 90 and operator terminal 91>

  The user terminal 90 and the operator terminal 91 are configured by a computer, and include input means such as a mouse and a keyboard and display means such as a liquid crystal display. These terminals 90 and 91 may be, for example, portable devices such as smartphones and tablet terminals.

  <Flow of business processing by the business processing system 10 and preparation processing in advance>

  In this embodiment, the business processing system 10 performs business processing and pre-preparation processing therefor as follows.

  <Preparation Process Flow = Acquisition of Office Navigation Setting Sheet, Input to Office Navigation Setting Sheet, Creation / Setting of Office Navigation Screen: Steps S1 to S4 in FIG. 2>

  In FIG. 2, first, the screen creator of the user who creates the office navigation screen (in this embodiment, for example, a person in charge such as a sales employee belonging to the financial institution that is the user, an administrator, a system engineer, or other When the user operates the user terminal 90 and makes an acquisition request for the office navigation setting sheet (in the state before the input setting) and the template data of the display data for the office navigation screen (a set of screen configuration files for the demo screen) In the WEB / AP server 20, the office navigation setting sheet providing means 40 receives these acquisition requests and transmits the office navigation setting sheet and the like to the user terminal 90 via the network 1 (step S1).

  In the user terminal 90, the user screen creator stores the office navigation setting sheet and the template data of the display data for the office navigation screen acquired by downloading in appropriate directories on the terminal as shown in FIG. (Step S2 in FIG. 2).

  Subsequently, the user screen creator pushes down the HTML file on the office navigation screen (demo screen) in the template data stored in an appropriate directory of the user terminal 90 (displayed in a hierarchical structure by the file management program). Click the name portion of the HTML file that was created) to display a demo screen on the user terminal 90 and grasp the image of the office navigation screen.

  Then, the user's screen creator displays the obtained office navigation setting sheet (in the state before the input setting) on the user terminal 90, and on the office navigation setting sheet (sheet of spreadsheet software) displayed on the screen. Then, input settings such as text data of the text indicating the check items of the administrative procedure and the contents thereof are performed in a table format (step S3 in FIG. 2). Therefore, in this case, the user terminal 90 is an office navigation screen creation device.

  Specifically, as shown in the example of FIG. 6, on the office navigation setting sheet 100 displayed on the screen, a “No.” column 101 indicating the number of a line for inputting setting data, and an office navigation screen 110 ( The “level” column 102 for selecting and inputting the type of heading including the size of each item displayed in FIG. 7, the “content” column 103 for inputting the text data of the text indicating the content of each item, and the text only A “parts” column 104 for selecting and inputting attributes of each item including a button type for an item, an item for providing a check box, an item for providing a link, and a button type for an item for which a button is provided, and the “part” column 104 "Parts setting" column 105 for inputting a link destination when an item to be linked is selected and input, and an office navigation screen 110 (see FIG. 7) The file name input section 106 for inputting a file name to be added to an HTML file or the like, and "file creation" button 107 for executing a process of generating such an HTML file is provided by the macro function.

  In order to create the office navigation screen 110 illustrated in FIG. 7, the user's screen creator performs the input settings illustrated in FIG. 6 on the office navigation setting sheet 100. Therefore, the specific examples shown in FIGS. 6 and 7 correspond. At this time, as shown in FIG. 8, the user's screen creator performs input settings on the office navigation setting sheet 100 in accordance with a predetermined input method (rule).

  In FIG. 8, when setting the input to the “level” column 102, a headline is set by selecting from a plurality of options on the office navigation setting sheet 100 by pull-down. Options include: “Title: Select when using function (individual business process) title”, “Large item: Select when using title of screen or section in it”, “Medium item: Small “Select if you want to write a question or confirmation text for item 1”, “Sub item 1: Select if you want to check with a check box or radio button”, “Sub item 2: Sub item 1” Is attached in advance, and “Selected when link destination is desired” is prepared in advance.

  In addition, when performing the input setting in the “content” column 103, the contents to be output on the screen are described (text input).

  Furthermore, when performing the input setting to the “parts” column 104, what kind of output is made with respect to the set “level” by selecting from a plurality of choices on the office navigation setting sheet 100 by pull-down. Set the method. The choices are “default: selected when using only words”, “check box 1: selected when using a check box”, “link 1: selected when creating a link”, “unset: displayed “Select when there is no target”, “Radio button 1: Select when using radio button”, “Transition button 1: Select when use transition button (position left)”, “Transition button 2” : “Select when using transition button (position is right)” and “Skip button 1: Select when using skip button” are prepared in advance.

  When the input setting to the “part setting” column 105 is performed, the link destination is described (text input) when the link 1 is set in the “part” column 104. At this time, the link destination is set by “html specification” or “file specification such as pdf with absolute path”. If there is no link destination, no description is given ("-").

  Thereafter, the user's screen creator completes the input setting work for each column 102 to 105 on the office navigation setting sheet 100 (see FIGS. 6 and 8), and the file name input unit 106 further receives the office navigation screen 110. The file name assigned to the HTML file (see FIG. 7) is input, and the “Create File” button 107 is pressed down in this state. Then, the processing of generating the HTML file and the function-specific output content file (JS file) of the office navigation screen 110 is executed by using the macro function attached to the office navigation setting sheet 100 using the data input and set on the sheet. The two generated files are output. In this embodiment, as shown in FIG. 10, it is output on the desktop of the user terminal 90 (step S3 in FIG. 2).

  Subsequently, as shown in FIG. 10, the user screen creator stores the template data of the display data for the office navigation screen (demo screen) obtained by downloading and acquiring the two files output to the desktop. Stored in a directory. Then, push down the generated HTML file (click the name part of the HTML file displayed in a hierarchical structure by the file management program), check the screen image of the created office navigation screen 110 (see FIG. 7), If addition or correction is necessary, the process returns to the input setting work on the office navigation setting sheet 100 (see FIGS. 6 and 8). When the user's screen creator uploads the created display data for the office navigation screen 110 (a set of screen configuration files) by himself / herself, the created data is transmitted via the network 1 to the WEB / AP server 20. (Step S3 in FIG. 2). In the WEB / AP server 20, the screen configuration file setting means 41 receives this data and stores it in the office navigation screen storage means 60 (step S4 in FIG. 2).

  On the other hand, the user's screen creator gives the system operator or its subcontractor data (e.g., an office navigation setting sheet with input settings completed) using e-mail or the like, and performs step S2, FIG. For all or part of the processing in S3, work substitution may be requested. When the system operator or its subcontractor becomes a screen creation agent, depending on the content of the substitution, both the user terminal 90 and the operator terminal 91 become the office navigation screen creation device, or the operator terminal. Only 91 is an office navigation screen creation device. In this case, as already described in detail, an office navigation setting sheet acquisition work agency, an input operation to the office navigation setting sheet agency, a screen configuration file (HTML file, etc.) generation agency, screen There is a setting work proxy for uploading a configuration file (HTML file or the like) to the WEB / AP server 20.

  <Business Process Flow / Common Function Process Flow Before Moving to Individual Business Process: Steps S5 to S8 in FIG. 2, FIG. 3>

  Thereafter, in a state where the above preliminary preparation process is completed, a person in charge (such as a salesperson or an operator) of the user operates the user terminal 90 to start the business process. At this time, the person in charge of the user transmits a display request for the login screen G1 for the user (see FIG. 3) to the WEB / AP server 20 via the network 1. In the WEB / AP server 20, when a login request is received by the login acceptance unit 31, display data for the login screen G 1 (see FIG. 3), which is a business processing screen, is transmitted to the user terminal 90 via the network 1. (Step S5 in FIG. 2). At this time, the login acceptance unit 31 establishes a session by issuing a session ID to the WEB browser of the user terminal 90 that is the transmission source of the login request.

  Subsequently, the person in charge of the user inputs his / her login ID (identification information such as a salesperson) and a password on the login screen G1 (see FIG. 3) and transmits them to the WEB / AP server 20 via the network 1. (Step S6 in FIG. 2).

  The WEB / AP server 20 receives the login information (login ID and password) of the person in charge transmitted from the user terminal 90 via the network 1 by the login reception unit 31 and is provided in the WEB / AP server 20. The login process is executed by referring to the login information storage unit (not shown) of the user or the login information table of the user provided in the database 82 of the DB server 80 (step S5 in FIG. 2).

  Then, processing related to common processing between the common function processing means 32 of the WEB / AP server 20 and the WEB browser of the user terminal 90 before transition to individual business processing (account opening, trading order, etc.) after login. (Steps S7 and S8 in FIG. 2). This process will be described with the screen transition shown in FIG. The description of “S7” in FIG. 3 indicates the processing on the WEB / AP server 20 side (step S7 in FIG. 2), and “S8” in parentheses described next to each screen number G˜ The screen display process on the user terminal 90 side (step S8 in FIG. 2) is shown.

  3, after the login process (steps S5 and S6 in FIG. 2), the common function processing unit 32 of the WEB / AP server 20 displays data for displaying the home screen G2 (see FIG. 3), which is a business process screen. Is transmitted to the user terminal 90 via the network 1 (step S7 in FIG. 2). Then, the home screen G2 (see FIG. 3) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2). On this home screen G2, a message such as business communication to the person in charge of login is displayed.

  If the person in charge who has logged in is also an administrator who has the authority to use the administrator function (even if a pure administrator who does not perform the work as the person in charge logs in), the administrator When the non-display selection input of the office navigation screen is performed in the skip check box provided on the home screen G2 (see FIG. 3) displayed on the user terminal 90, the selection information of the non-display target is the network 1 To the WEB / AP server 20 (step S8 in FIG. 2). In the WEB / AP server 20, when the common function processing unit 32 receives selection information (for example, a file name of an HTML file) to be hidden on the office navigation screen transmitted from the user terminal 90 via the network 1. Then, the screen management information setting process is executed in which the selection information to be hidden is stored in the screen management information storage unit 72 in association with the identification information of the user (step S7 in FIG. 2). It should be noted that the function of the non-display selection acceptance process by this administrator function may be omitted.

  Subsequently, on the home screen G2 (see FIG. 3) displayed on the user terminal 90, when the person in charge of the user depresses the “account search” button, an account search request is sent via the network 1 to the WEB / AP. It is transmitted to the server 20 (step S8 in FIG. 2). In the WEB / AP server 20, when the account search request transmitted from the user terminal 90 via the network 1 is received by the common function processing unit 32, the account search screen G3 (see FIG. 3), which is a business processing screen, is displayed. The display data is transmitted to the user terminal 90 via the network 1 (step S7 in FIG. 2). Then, an account search screen G3 (see FIG. 3) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2).

  Then, in the account search screen G3 (see FIG. 3) displayed on the user terminal 90, the person in charge of the user is account search condition data (information about the customer to be searched, for example, the account number of the customer, The name, date of birth, telephone number, address, etc.) are input, and the input account search condition data is transmitted to the WEB / AP server 20 via the network 1 (step S8 in FIG. 2).

  In the WEB / AP server 20, when the common function processing means 32 receives the account search condition data transmitted from the user terminal 90 via the network 1, the account search instruction (SQL) including the condition data is sent to the DB server. The search is a business processing screen that displays a list of all the accounts that match the search conditions when there is an account that matches the search conditions. On the other hand, if there is no account that matches the search condition, the search result screen G5, which is a business process screen that displays that there is no account that matches the search condition, is displayed on the result screen G4 (see FIG. 3). The display data (see FIG. 3) is transmitted to the user terminal 90 via the network 1 (step S7 in FIG. 2). Then, the search result screen G4 or G5 (see FIG. 3) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2).

  Thereafter, in the search result screen G4 or G5 (see FIG. 3) displayed on the user terminal 90, when the person in charge of the user selects the type of new account (individual / corporate, etc.), the selection information is individually displayed. It is transmitted to the WEB / AP server 20 via the network 1 as a request for starting an account opening process (individual / corporate, etc.) in the business process (step S8 in FIG. 2). In this case, the process proceeds to the screen transition process shown in FIG. 4, and the account opening process (individual / corporation, etc.) is executed (steps S9 to S12 in FIG. 2).

  On the other hand, when the person in charge of the user selects an account for business processing from the listed accounts on the search result screen G4 (see FIG. 3) displayed on the user terminal 90, the account selection information is displayed. Is transmitted to the WEB / AP server 20 via the network 1 (step S8 in FIG. 2). In the WEB / AP server 20, when the account selection information transmitted from the user terminal 90 via the network 1 is received by the common function processing means 32, if detailed information regarding the account is necessary, an acquisition instruction (SQL) ) To the DB server 80, the detailed information regarding the account returned from the DB server 80 is received, and the received detailed information regarding the account is displayed on the main screen G6 (see FIG. 3) which is a business processing screen. The display data is transmitted to the user terminal 90 via the network 1 (step S7 in FIG. 2). Then, the main screen G6 (see FIG. 3) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2).

  On the main screen G6 (see FIG. 3) displayed on the user terminal 90, various information including a menu and detailed information on the selected account is displayed. The menu includes, for example, account information changes, orders for buying and selling investment trusts, bonds and stocks, changes to customer addresses and names, closing accounts, displaying the balance of assets such as customer stocks, and customer trading transactions. A selection button for shifting to various individual business processes such as history display is provided. Then, when the person in charge of the user selects the transition to any of various individual business processes in the menu of the main screen G6 (see FIG. 3), the selection information is a request for starting individual business processes. Is transmitted to the WEB / AP server 20 via the network 1 (step S8 in FIG. 2). For example, if the shift to the domestic investment trust (buy) process is selected, the selection information is transmitted to the WEB / AP server 20 via the network 1 as a request to start the domestic investment trust (purchase) process ( Step S8 in FIG. In this case, the process shifts to the screen transition process shown in FIG. 5 and processes other than account opening (individual / corporation, etc.) among various individual business processes (in this case, for example, domestic investment trust ( Purchase)) is executed (steps S9 to S12 in FIG. 2).

  If the person in charge who has logged in is also an administrator who has the authority to use the administrator function (even if a pure administrator who does not perform the work as the person in charge logs in), the administrator When the non-display selection input of the office navigation screen is performed in the skip check box provided on the main screen G6 (see FIG. 3) displayed on the screen of the user terminal 90, the selection information of the non-display target is the network 1 To the WEB / AP server 20 (step S8 in FIG. 2). In the WEB / AP server 20, when the common function processing unit 32 receives selection information (for example, a file name of an HTML file) to be hidden on the office navigation screen transmitted from the user terminal 90 via the network 1. Then, the screen management information setting process is executed in which the selection information to be hidden is stored in the screen management information storage unit 72 in association with the identification information of the user (step S7 in FIG. 2). It should be noted that the function of the non-display selection acceptance process by this administrator function may be omitted.

  <Flow of Business Process / Outline of Flow of Individual Business Process: Steps S9 to S12 in FIG. 2>

  In Fig. 2, even if any of multiple types of individual business processing is started, including processing for opening an account (individual / corporate, etc.) and other domestic investment trusts (purchase), The processing by the office navigation function indicated by the one-dot chain line in FIG. 2 (steps S9 and S10 in FIG. 2) and the processing by the front function conventionally performed (steps S11 and S12 in FIG. 2) are executed.

  Steps S9 to S12 in FIG. 2 do not indicate the details of the execution timing of these both functions (the order and number of times of execution of each function), but merely indicate that both functions are executed. It is. Details of the execution timing will be described with reference to screen transitions shown in FIGS. The description of “S9” in FIG. 4 and FIG. 5 indicates the processing by the office navigation function on the WEB / AP server 20 side (step S9 in FIG. 2). “S10” and “S12” indicate screen display processing (steps S10 and S12 in FIG. 2) by the office navigation function and the front function on the user terminal 90 side.

  In the processing by the office navigation function (steps S9 and S10 in FIG. 2), as the processing on the WEB / AP server 20 side (step S9 in FIG. 2), the data for displaying the office navigation screen for the selected individual business processing is networked. 1 to the user terminal 90 via 1 is included. On the other hand, as processing on the user terminal 90 side (step S10 in FIG. 2), processing for receiving the display data of the office navigation screen and displaying it on the screen, and confirmation input of check items for the office procedure described on the office navigation screen Reception process is included.

  Further, the processing by the front function (steps S11 and S12 in FIG. 2) is for displaying the business processing screen for the selected individual business processing as the processing on the WEB / AP server 20 side (step S11 in FIG. 2). A process of transmitting data to the user terminal 90 via the network 1 and a process of receiving and registering or changing business data transmitted from the user terminal 90 via the network 1 are included. On the other hand, as processing on the user terminal 90 side (step S12 in FIG. 2), processing for receiving display data for a business processing screen and displaying the screen, and input of business data is received and the business data is transferred to the network 1 The process which transmits to WEB / AP server 20 via is included.

  <Flow of business processing / Flow of processing for opening an account (individual) in individual business processing: FIG. 4>

  In FIG. 4, on the search result screen G4 or G5 displayed on the user terminal 90 (see FIG. 4: same as the screen described in FIG. 3), the person in charge of the user selects “Personal Account” When the type (individual) of the new account is selected by pressing the “open” button, the selection information (request for displaying the office navigation screen for opening the account (individual), which is the next screen) is sent via the network 1 to the WEB / It is transmitted to the AP server 20 (step S8 in FIG. 2). This selection information (display request) includes the URL of the account opening (individual) check screen G11 (see FIG. 4), which is the office navigation screen to be displayed next, and this URL is the search result screen G4 or G5. Embedded in the display data. In addition, the selection information (display request) includes a session ID, a login ID of a person in charge as a parameter (in this embodiment, identification information such as a salesperson or an operator of a financial institution), and person in charge information ( The affiliation of the person in charge, authority (which screen can be accessed, etc., name) are included.

  When the WEB / AP server 20 receives the selection information transmitted from the user terminal 90 (display request for the account opening (individual) check screen G11), the account opening means 33 next transmits the administrative navigation of the transmission target to be displayed next. Display data on the account opening (individual) check screen G11 (see FIG. 4), that is, an account selected by the person in charge of the user (in this embodiment, one of company A, company B, or company C) The display data of the account opening (individual) check screen G11 which is the user's office navigation screen for the opening (individual) processing is stored in the office navigation screen storage means 60 (any one of 61 to 63) for the user. It is determined whether it has been performed (step S9 in FIG. 2).

  If the account opening means 33 determines that the display data for the account opening (individual) check screen G11, which is the office navigation screen to be transmitted, is stored, the account opening means 33 opens the account ( Data for display on the personal check screen G11 (including the URL of the new account opening (individual) input screen G13, which is a business processing screen displayed when the “Next” button is pressed), and the URL of the link destination screen. ) Is transmitted to the user terminal 90 via the network 1 (step S9 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, an account opening (individual) check screen G11 which is an office navigation screen is displayed on the screen of the user terminal 90 (step S10 in FIG. 2). This account opening (individual) check screen G11 is a screen for checking whether there is any deficiency in delivering documents to customers or receiving documents from customers. Specifically, for example, the office work shown in FIG. The screen image is like the navigation screen 110.

  In FIG. 7, on the office navigation screen 110, there are various sizes of headlines (here, “prior confirmation”, “▼ to customers ...”, etc.) including titles (here, “individual account opening”) and various items. Words indicating the contents of the check items (here, for example, “seal”, “personal confirmation document”, etc.) are described, a confirmation button 112 for each check item including a check button, a radio button, and the like, A link operation unit 113 for shifting to a link destination screen, a “next” button 114 for shifting to the next screen, and a “return” button 115 for returning to the previous screen are provided.

  The office navigation screen 110 is configured such that if the confirmation input to the confirmation input unit 112 for all check items is not performed, the “next” button 114 cannot be pressed to proceed to the next screen. However, if the skip button 111 is depressed, the next screen can be advanced even if confirmation input to the confirmation input unit 112 for all check items has not been performed.

  In the account opening (individual) check screen G11 (here, referred to as the office navigation screen 110 in FIG. 7) which is the office navigation screen displayed on the user terminal 90, the person in charge of the user presses the link operation unit 113. If you lower it, you can move to the linked screen. The linked screen is displayed in a separate window. The URL of the link destination screen is input and set in the “parts setting” column 105 when “link 1” is selected in the “parts” column 104 on the office navigation setting sheet 100 (see FIG. 6). This URL is included in the display data (HTML file) on the office navigation screen 110 of FIG. For example, in the office navigation screen 110 of FIG. 7, when the link operation unit 113 called “identification document check sheet” is depressed, an identification document display screen G12 (FIG. 4) which is an office navigation screen is displayed on the screen of the user terminal 90. Is displayed in a separate window (step S10 in FIG. 2). The personal identification document display screen G12 is a sheet for checking the personal identification document. In addition, any number of link destination screens to be displayed in a separate window can be set, and can be used to display screens such as documents to be delivered to customers and checklist tables. Note that the display data (HTML file) on the personal identification document display screen G12 does not include a URL for shifting to the next screen, so the person in charge of the user can refer to the personal identification document display screen G12. When you are finished, delete the other window.

  Further, in the account opening (individual) check screen G11 (here, the office navigation screen 110 in FIG. 7) which is the office navigation screen displayed on the user terminal 90, the person in charge of the user checks all the check items. When the “next” button 114 is pressed while the confirmation input to the confirmation input unit 112 is performed, a new account opening (individual) input screen G13 (see FIG. 4), which is a screen for business processing to be displayed next. ) Display request is transmitted to the WEB / AP server 20 via the network 1 (step S10 in FIG. 2). This display request includes the URL of the new account opening (individual) input screen G13 (see FIG. 4) to be displayed next, and this URL is the account opening (individual) check screen G11 which is an office navigation screen. The display data (HTML file) is embedded as screen specific information displayed when the “next” button 114 is pressed. In addition, the display request includes the session ID, the login ID of the person in charge and the person in charge information as parameters.

  When the WEB / AP server 20 receives the display request for the new account opening (individual) input screen G13 (see FIG. 4) transmitted from the user terminal 90, the account opening means 33 causes the business processing screen for the user to be displayed. Display data for new account opening (individual) input screen G13, which is a screen for business processing to be displayed next, stored in storage means 50 (any of 51 to 53) (for business processing to be displayed next on screen) A new account opening (individual) confirmation screen G14 including a URL) is transmitted to the user terminal 90 via the network 1 (step S11 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, a new account opening (individual) input screen G13 (see FIG. 4) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2). This new account opening (individual) input screen G13 is a screen for inputting basic customer information necessary for opening an account.

  On the other hand, the account opening means 33 causes the display data of the account opening (individual) check screen G11 (see FIG. 4), which is the office navigation screen to be transmitted, to be stored in the office navigation screen storage means 60 (61-63 for the user). If it is determined that it is not stored in any one), the account opening means 33 transmits the display data of the account opening (individual) check screen G11 which is an office navigation screen to the user terminal 90 without transmitting it to the user terminal 90. For displaying a new account opening (individual) input screen G13 (see FIG. 4), which is a business processing screen to be displayed next, stored in the business processing screen storage means 50 (any one of 51 to 53). Data (including the URL of the new account opening (individual) confirmation screen G14, which is the next business processing screen displayed on the screen) via the network 1 And transmits to the user terminal 90 (step S11 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, a new account opening (individual) input screen G13 (see FIG. 4) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2).

  When the next business processing screen is transmitted without transmitting the office navigation screen as described above, the account opening means 33 displays the next business processing screen as a new account opening (individual). The input screen G13 (see FIG. 4) may be grasped using information held by the WEB / AP server 20 or may be grasped using information transmitted from the user terminal 90. When using information held by the WEB / AP server 20 as in the former case, information described in a program constituting the account opening means 33 may be used, and screen management information storage in the WEB / AP server 20 may be used. Information stored in storage means such as the means 72 may be used. When the information transmitted from the user terminal 90 is used as in the latter case, a request for displaying an account opening (individual) check screen G11 (see FIG. 4) (including the URL of the screen G11) and the network from the user terminal 90 are used. The information (URL of the screen G13) of the new account opening (individual) input screen G13 for alternative transmission transmitted through 1 may be received.

  The account opening means 33 stores the display data of the account opening (individual) check screen G11 (see FIG. 4), which is the office navigation screen to be transmitted, in the office navigation screen storage means 60 for the user. Even if it is determined that the account opening (individual) check screen G11 is stored in the screen management information storage means 72 as a non-display target office navigation screen, the account opening means 33 transmits The same processing as that performed when it is determined that the display data of the account opening (individual) check screen G11 which is the target office navigation screen is not stored in the office navigation screen storage means 60 for the user is executed. The screen management information storage means 72 (including the case where it is provided in the DB server 80) selects selection information (for example, flag information indicating non-display etc.) that the user selects non-display for all screens of the office navigation screen. ) Is stored, the office navigation function is not necessary for the user in the first place, and no office navigation screen is displayed under any circumstances (the office navigation screen need not be prepared at all). The account opening means 33 is the same as the case where it is determined that the display data of the account opening (individual) check screen G11 which is the office navigation screen to be transmitted is not stored in the office navigation screen storage means 60 for the user. Perform appropriate processing.

  Subsequently, on the new account opening (individual) input screen G13 displayed on the user terminal 90, the person in charge of the user has the basic personal information (customer name, address, telephone number, occupation, etc.) necessary for opening the account. ) And press the “confirm” button, a display request for a new account opening (individual) confirmation screen G14 (see FIG. 4), which is the next business processing screen, is sent via the network 1 to the WEB / AP server. 20 (step S12 in FIG. 2). This display request includes the URL of the new account opening (individual) confirmation screen G14 (see FIG. 4), and this URL is the display data (HTML file) of the new account opening (individual) input screen G13. It is embedded as screen specific information displayed by pressing the “Confirm” button. In addition, the display request includes the session ID, the login ID of the person in charge and the person in charge information as parameters.

  When the WEB / AP server 20 receives a display request for a new account opening (individual) confirmation screen G14 (see FIG. 4) transmitted from the user terminal 90, the account opening means 33 causes the business processing screen for the user to be displayed. Data for displaying a new account opening (individual) confirmation screen G14, which is a screen for business processing to be displayed next, stored in the storage means 50 (any of 51 to 53) (an office navigation screen to be displayed next) (Including the URL of the account registration (individual) completion screen G15) is transmitted to the user terminal 90 via the network 1 (step S11 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, a new account opening (individual) confirmation screen G14 (see FIG. 4) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2). This new account opening (individual) confirmation screen G14 is a screen for confirming the contents entered on the new account opening (individual) input screen G13.

  Then, in the new account opening (individual) confirmation screen G14 (see FIG. 4) displayed on the user terminal 90, when the person in charge of the user presses the “registration complete” button, the office navigation screen to be displayed next. A display request for an account registration (individual) completion screen G15 (see FIG. 4) is transmitted to the WEB / AP server 20 via the network 1 (step S12 in FIG. 2). This display request includes the URL of the account registration (individual) completion screen G15 (see FIG. 4), which is the office navigation screen to be displayed next, and this URL is a new account opening screen that is a business processing screen. This is embedded in the display data (HTML file) of the (personal) confirmation screen G14 (see FIG. 4) as screen specific information displayed by pressing the “registration complete” button. In addition, the display request includes the session ID, the login ID of the person in charge and the person in charge information as parameters.

  When the WEB / AP server 20 receives a display request for an account registration (individual) completion screen G15 (see FIG. 4), which is an office navigation screen transmitted from the user terminal 90, the account opening means 33 displays the next screen display. Data for display on the account registration (individual) completion screen G15, which is the office navigation screen to be transmitted, that is, selected by the person in charge of the user (in this embodiment, one of Company A, Company B, or Company C) The display data of the account registration (individual) completion screen G15, which is the user's office navigation screen for account opening (individual) processing, is stored in the office navigation screen storage means 60 (any one of 61 to 63) for the user. It is determined whether it is stored (step S9 in FIG. 2).

  If the display data for the account registration (individual) completion screen G15 (see FIG. 4), which is the office navigation screen to be transmitted, is stored, the display data (for the account registration (individual) completion screen G15) ( The URL of the main screen G6, which is a screen for business processing displayed on the screen when the “Next” button is pressed, is transmitted to the user terminal 90 via the network 1 (step S9 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, an account registration (individual) completion screen G15, which is an office navigation screen, is displayed on the screen of the user terminal 90 (step S10 in FIG. 2). This account registration (individual) completion screen G15 is a screen for navigating administrative procedures (addition to application form, storage of application form, etc.) after account opening is completed. Although the content and number of each check item described as the check screen G11 (see FIG. 4) are different, it is the same from the viewpoint of the overall screen image, and is a screen like the office navigation screen 110 shown in FIG. It's an image.

  In the account registration (individual) completion screen G15, which is an office navigation screen displayed on the user terminal 90, the person in charge of the user has performed confirmation input to the confirmation input section of all check items, and "Next" When the "" button is pressed, a display request for the main screen G6 (see FIG. 4), which is a screen for business processing to be displayed next, is transmitted to the WEB / AP server 20 via the network 1 (step in FIG. 2). S10). This display request includes the URL of the main screen G6 to be displayed next, and this URL is included in the display data (HTML file) of the account registration (individual) completion screen G15 which is an office navigation screen. This is embedded as screen specific information displayed by pressing the “Next” button. In addition, the display request includes the session ID, the login ID of the person in charge and the person in charge information as parameters.

  When receiving the display request for the main screen G6 (see FIG. 4) transmitted from the user terminal 90, the WEB / AP server 20 uses the common function processing unit 32 that has taken over the processing from the account opening unit 33 for the user. The display data of the main screen G6, which is the business processing screen to be displayed next, stored in the business processing screen storage means 50 (any of 51 to 53) is transmitted to the user terminal 90 via the network 1. (Step S7 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, the main screen G6 (see FIG. 4) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2).

  On the other hand, the account opening means 33 causes the display data of the account registration (individual) completion screen G15 (see FIG. 4), which is the office navigation screen to be transmitted, to be stored in the office navigation screen storage means 60 (61-63 for the user). If it is determined that it is not stored in any one), the processing is taken over from the account opening means 33 without transmitting the display data of the account registration (individual) completion screen G15 which is the office navigation screen to the user terminal 90. However, the common function processing unit 32 causes the main screen G6 (see FIG. 4), which is a business processing screen to be displayed next, stored in the business processing screen storage unit 50 (any of 51 to 53) for the user. ) Is transmitted to the user terminal 90 (step S7 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, the main screen G6 (see FIG. 4) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2). The main screen G6 is a portal screen for selecting various registration and inquiry functions such as account information change, purchase, sale, transaction history inquiry and the like.

  Then, when transmitting the next business processing screen without transmitting the office navigation screen as described above, the account opening means 33 displays the business processing screen to be displayed next as the main screen G6 (FIG. 4). (Reference)) may be grasped using information held by the WEB / AP server 20, or may be grasped using information transmitted from the user terminal 90. When using information held by the WEB / AP server 20 as in the former case, information described in a program constituting the account opening means 33 may be used, and screen management information storage in the WEB / AP server 20 may be used. Information stored in storage means such as the means 72 may be used. When the information transmitted from the user terminal 90 is used as in the latter case, a request for displaying the account registration (individual) completion screen G15 (see FIG. 4) (including the URL of the screen G15) and the network from the user terminal 90 is used. It is only necessary to receive information on the alternative transmission main screen G6 (the URL of the screen G6) transmitted via 1.

  The account opening means 33 stores the display data of the account registration (individual) completion screen G15 (see FIG. 4), which is the office navigation screen to be transmitted, in the office navigation screen storage means 60 for the user. Even when it is determined that the account registration unit 33 determines that the account registration (individual) completion screen G15 is stored in the screen management information storage unit 72 as a non-displayed office navigation screen. Is the main screen G6 (FIG. 4) which is the business processing screen to be displayed next by the common function processing means 32, which is stored in the business processing screen storage means 50 for the user (any of 51 to 53). 2) is transmitted to the user terminal 90 (step S7 in FIG. 2). At this time, the login ID of the person in charge and the person in charge information as parameters are also transmitted to the user terminal 90, and the session ID is also transmitted to the user terminal 90 depending on the session management method employed. Then, the main screen G6 (see FIG. 4) is displayed on the screen of the user terminal 90 (step S8 in FIG. 2). Further, the account opening unit 33 causes the screen management information storage unit 72 (including the case where it is provided in the DB server 80) to select information (for example, non-display) for the user to select non-display for all screens of the office navigation screen. Even if it is determined that the flag information indicating the display is stored, the office navigation function is unnecessary for the user in the first place, and no office navigation screen is displayed under any circumstances (the office navigation screen It is not necessary to prepare at all.) The business function processing unit 32 displays the next business process screen stored in the user business process screen storage unit 50 (any of 51 to 53) by the common function processing unit 32. The display data for the main screen G6 (see FIG. 4) is transmitted to the user terminal 90 (step S7 in FIG. 2).

  <Business Process Flow / Domestic Investment Trust (Purchase) Process Flow: Individual Business Process: Figure 5>

  In FIG. 5, a main screen G6 displayed on the user terminal 90 (see FIG. 5: the same as the screen described in FIG. 3) is various registrations and inquiries such as account information change, purchase, sale, transaction history inquiry, etc. It is a portal screen for selecting the function. Since the customer can be identified before the transition to the main screen G6, the corporation / individual can be identified. In this main screen G6, when the person in charge of the user selects domestic investment trust (purchase) by pressing the “domestic investment trust (purchase)” button as selection of individual business processing, the selection information (the next screen is displayed). A request for display of an office navigation screen for domestic investment trust (purchase) is transmitted to the WEB / AP server 20 via the network 1 (step S8 in FIG. 2). This selection information (display request) includes the URL of the domestic investment trust (purchase) check screen G21 (see FIG. 5), which is an office navigation screen to be displayed next, and this URL is displayed on the main screen G6. Embedded in the business data. In addition, the selection information (display request) includes a session ID, a login ID of a person in charge as a parameter (identification information of a salesperson or an operator of a financial institution in this embodiment), persona information ( The affiliation of the person in charge, authority (which screen can be accessed, etc.), name), and information about the customer to be searched (account number for identifying the customer) are included.

  When the WEB / AP server 20 receives the selection information (display request for the domestic investment trust (purchase) check screen G21) transmitted from the user terminal 90, the trade order means 35 next displays the transmission target office work. Display data for the domestic investment trust (buy) check screen G21 (see FIG. 5), which is a navigation screen, that is, selected by the person in charge of the user (in this embodiment, one of Company A, Company B, or Company C). Further, the display data of the domestic investment trust (purchase) check screen G21, which is the user's office navigation screen for the domestic investment trust (purchase) process, is stored in any of the office navigation screen storage means 60 (61 to 63) for the user. Or not) is determined (step S9 in FIG. 2).

  When the purchase order unit 35 determines that the display data for the domestic investment trust (buy) check screen G21, which is the office navigation screen to be transmitted, is stored, the purchase order unit 35 stores the domestic investment trust unit 35. (Buy) Display data for the check screen G21 (including the URL of the domestic investment brand selection screen G23, which is a business processing screen displayed when the “Next” button is pressed, and the URL of the link destination screen) Is transmitted to the user terminal 90 via the network 1 (step S9 in FIG. 2). At this time, the login ID of the person in charge, the person in charge information, and the information about the search target customer, which are parameters, are also transmitted to the user terminal 90. Depending on the session management method employed, the session ID is also transmitted to the user terminal 90. Then, a domestic investment trust (purchase) check screen G21, which is an office navigation screen, is displayed on the screen of the user terminal 90 (step S10 in FIG. 2). This domestic investment trust (purchase) check screen G21 is a screen for checking whether there is any deficiency in delivering documents to customers and receiving documents from customers. The above-mentioned account opening (individual) check screen G11 (FIG. Although the contents and number of check items described in 4) are different, they are the same from the viewpoint of the overall screen image, and are the screen images such as the office navigation screen 110 shown in FIG. .

  In the domestic investment trust (purchase) check screen G21 (see FIG. 5), which is an office navigation screen displayed on the user terminal 90, when the person in charge of the user depresses the link operation unit, the screen of the user terminal 90 is displayed. A delivery document (domestic investment trust purchase) display screen G22 (see FIG. 5), which is an office navigation screen, is displayed in a separate window (step S10 in FIG. 2). The delivery document (domestic investment trust purchase) display screen G22 is a screen for displaying an image of a document to be delivered to a customer and a checklist. The URL of the screen G22 is the office navigation setting sheet 100 as the URL of the link destination screen. (Refer to FIG. 6) The input is set above and is included in the display data (HTML file) of the domestic investment trust (buy) check screen G21. Note that the display data (HTML file) of the delivery document (domestic investment trust purchase) display screen G22 does not include a URL for shifting to the next screen, so the person in charge of the user can issue the delivery document ( When the reference on the domestic investment trust purchase) display screen G22 is finished, the other window disappears.

  Further, in the domestic investment trust (buy) check screen G21 (see FIG. 5) which is an office navigation screen displayed on the user terminal 90, the person in charge of the user inputs confirmation inputs to the confirmation input section of all check items. When the “Next” button is pressed in the state of being executed, a display request for the domestic investment trust selection screen G23 (see FIG. 5), which is a business processing screen to be displayed next, is sent via the network 1 to the WEB / AP. It is transmitted to the server 20 (step S10 in FIG. 2). This display request includes the URL of the domestic investment trust selection screen G23 (see FIG. 5) to be displayed next. This URL is displayed on the domestic investment trust (buy) check screen G21, which is an office navigation screen. This is embedded in the data (HTML file) as screen specific information displayed by pressing the “Next” button. In addition, the display request includes the session ID, the login ID of the person in charge, the person in charge information, and the information of the search target customer, which are parameters.

  When the WEB / AP server 20 receives a display request for the domestic investment trust brand selection screen G23 (see FIG. 5) transmitted from the user terminal 90, the trade ordering means 35 causes the business processing screen storage means 50 for the user to be received. Data for domestic investment trust selection screen G23 which is a screen for business processing to be displayed next (stored in any one of 51 to 53) (Purchase of domestic investment trust which is a screen for business processing to be displayed next) (Including the URL of the content input screen G24) is transmitted to the user terminal 90 via the network 1 (step S11 in FIG. 2). At this time, the login ID of the person in charge, the person in charge information, and the information about the search target customer, which are parameters, are also transmitted to the user terminal 90. Depending on the session management method employed, the session ID is also transmitted to the user terminal 90. Then, the domestic investment trust selection screen G23 (see FIG. 5) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2).

  On the other hand, the purchase order data 35 causes the display data of the domestic investment trust (buy) check screen G21 (see FIG. 5), which is the office navigation screen to be transmitted, to be stored in the office navigation screen storage unit 60 (61-63) for the user. If it is determined that the data is not stored in any one of these), the buying and selling order means 35 transmits the display data for the domestic investment trust (buy) check screen G21, which is an office navigation screen, to the user terminal 90, Display data of domestic investment trust selection screen G23 (see FIG. 5), which is a business processing screen to be displayed next, stored in business processing screen storage means 50 (any of 51 to 53) for the user. (Including the URL of the domestic investment trust purchase content input screen G24, which is the next business processing screen displayed on the screen) is transmitted to the user terminal 90 (FIG. 2). Step S11). At this time, the login ID of the person in charge, the person in charge information, and the information about the search target customer, which are parameters, are also transmitted to the user terminal 90. Depending on the session management method employed, the session ID is also transmitted to the user terminal 90. Then, the domestic investment trust selection screen G23 (see FIG. 5) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2). This domestic investment trust brand selection screen G23 is a screen for selecting the brand of the fund to be purchased.

  Then, when transmitting the next business processing screen without transmitting the office navigation screen as described above, the trade ordering means 35 has the business processing screen to be displayed next as the domestic investment trust selection screen G23. (Refer to FIG. 5) may be grasped using information held by the WEB / AP server 20, or may be grasped using information transmitted from the user terminal 90. When using the possessed information of the WEB / AP server 20 as in the former case, information described in a program constituting the trade ordering means 35 may be used, and screen management information storage in the WEB / AP server 20 may be used. Information stored in storage means such as the means 72 may be used. When the information transmitted from the user terminal 90 is used as in the latter case, a request for displaying the domestic investment trust (purchase) check screen G21 (see FIG. 5) (including the URL of the screen G21) is sent from the user terminal 90. What is necessary is just to receive the information (URL of screen G23) of the domestic investment trust brand selection screen G23 for alternative transmission transmitted via the network 1.

  It should be noted that the display data of the domestic investment trust (buy) check screen G21 (see FIG. 5), which is the office navigation screen to be transmitted, is stored in the office navigation screen storage unit 60 for the user by the buying and selling order unit 35. Even if it is determined that the domestic investment trust (purchase) check screen G21 is stored in the screen management information storage means 72 as an office navigation screen to be hidden, the buy / sell order means 35 The same processing as that performed when it is determined that the display data of the domestic investment trust (purchase) check screen G21 which is the office navigation screen to be transmitted is not stored in the office navigation screen storage means 60 for the user is executed. . The screen management information storage means 72 (including the case where it is provided in the DB server 80) selects selection information (for example, flag information indicating non-display etc.) that the user selects non-display for all screens of the office navigation screen. ) Is stored, the office navigation function is not necessary for the user in the first place, and no office navigation screen is displayed under any circumstances (the office navigation screen need not be prepared at all). The buying and selling order means 35 determines that the display data of the domestic investment trust (buy) check screen G21 that is the office navigation screen to be transmitted is not stored in the office navigation screen storage means 60 for the user. A similar process is executed.

  Subsequently, on the domestic investment trust selection screen G23 (see FIG. 5) displayed on the user terminal 90, the person in charge of the user selects the brand of the fund to be purchased and the “buy” button for the selected brand. Is pressed, a request to display the domestic investment trust purchase content input screen G24 (see FIG. 5), which is the next business processing screen, is transmitted to the WEB / AP server 20 via the network 1 (see FIG. 5). Step S12 in FIG. This display request includes the URL of the domestic investment trust purchase content input screen G24. This URL is obtained by pressing the “buy” button in the display data (HTML file) of the domestic investment trust selection screen G23. It is embedded as the specific information of the screen displayed. In addition, the display request includes the session ID, the login ID of the person in charge, the person in charge information, and the information of the search target customer, which are parameters.

  In the WEB / AP server 20, upon receiving a display request for the domestic investment trust purchase content input screen G24 (see FIG. 5) transmitted from the user terminal 90, the trade order means 35 stores the business processing screen storage means for the user. 50 (any of 51 to 53) stored in the domestic investment trust purchase content input screen G24, which is the next business processing screen to be displayed on the screen (the domestic business processing screen to be displayed on the next screen) (Including the URL of the investment trust purchase content confirmation screen G25) is transmitted to the user terminal 90 via the network 1 (step S11 in FIG. 2). At this time, the login ID of the person in charge, the person in charge information, and the information about the search target customer, which are parameters, are also transmitted to the user terminal 90. Depending on the session management method employed, the session ID is also transmitted to the user terminal 90. Then, the domestic investment trust purchase content input screen G24 (see FIG. 5) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2). This domestic investment trust purchase content input screen G24 is a screen for inputting an order slip.

  Then, on the domestic investment trust purchase content input screen G24 (see FIG. 5) displayed on the user terminal 90, when the person in charge of the user inputs an order slip and depresses the “order confirmation” button, A display request for a domestic investment trust purchase content confirmation screen G25 (see FIG. 5), which is a screen for business processing to be displayed on the screen, is transmitted to the WEB / AP server 20 via the network 1 (step S12 in FIG. 2). This display request includes the URL of the domestic investment trust purchase content confirmation screen G25 (see FIG. 5) which is the next business processing screen to be displayed. This URL is displayed on the domestic investment trust purchase content input screen G24. This is embedded as specific information of the screen displayed by pressing the “order confirmation” button in the data (HTML file). In addition, the display request includes the session ID, the login ID of the person in charge, the person in charge information, and the information of the search target customer, which are parameters.

  When the WEB / AP server 20 receives the display request for the domestic investment trust purchase content confirmation screen G25 (see FIG. 5) transmitted from the user terminal 90, the trade order means 35 causes the business processing screen storage means for the user to be received. 50 (any of 51 to 53) stored in the domestic investment trust purchase content confirmation screen G25, which is the next business processing screen to be displayed on the screen (the domestic business processing screen to be displayed next) 2 including the URL of the investment trust purchase completion screen G26) is transmitted to the user terminal 90 via the network 1 (step S11 in FIG. 2). At this time, the login ID of the person in charge, the person in charge information, and the information about the search target customer, which are parameters, are also transmitted to the user terminal 90. Depending on the session management method employed, the session ID is also transmitted to the user terminal 90. Then, a domestic investment trust purchase content confirmation screen G25 (see FIG. 5) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2). This domestic investment trust purchase content confirmation screen G25 is a screen for confirming the content entered on the domestic investment trust purchase content input screen G24.

  Subsequently, on the domestic investment trust purchase content confirmation screen G25 displayed on the user terminal 90 (see FIG. 5), when the person in charge of the user confirms the input content and presses the “Order” button, A display request for a domestic investment trust purchase completion screen G26 (see FIG. 5), which is a screen for business processing to be displayed on the screen, is transmitted to the WEB / AP server 20 via the network 1 (step S12 in FIG. 2). This display request includes the URL of the domestic investment trust purchase completion screen G26 (see FIG. 5), which is the business processing screen to be displayed next, and this URL is displayed on the domestic investment trust purchase content confirmation screen G25. This is embedded in the data (HTML file) as screen specific information displayed by pressing the “Order” button. In addition, the display request includes the session ID, the login ID of the person in charge, the person in charge information, and the information of the search target customer, which are parameters.

  When the WEB / AP server 20 receives the display request for the domestic investment trust purchase completion screen G26 (see FIG. 5) transmitted from the user terminal 90, the trade order means 35 causes the business process screen storage means for the user to be received. 50 (any one of 51 to 53), the display data (including the URL of the return main screen G6) for display of the domestic investment trust purchase completion screen G26, which is the next business processing screen to be displayed on the screen. Then, the data is transmitted to the user terminal 90 via the network 1 (step S11 in FIG. 2). At this time, the login ID of the person in charge, the person in charge information, and the information about the search target customer, which are parameters, are also transmitted to the user terminal 90. Depending on the session management method employed, the session ID is also transmitted to the user terminal 90. Then, a domestic investment trust purchase completion screen G26 (see FIG. 5) is displayed on the screen of the user terminal 90 (step S12 in FIG. 2). This domestic investment trust purchase completion screen G26 is a screen for displaying that an order has been accepted.

  The person in charge of the user can return to the main screen G6 (see FIG. 5: the same screen as described in FIG. 3) from the domestic investment trust purchase completion screen G26. The transmission of the display data for the main screen G6 is executed as a process (step S7 in FIG. 2) by the common function processing means 32, and the WEB browser of the user terminal 90 that has received the data displays the main screen G6. Step S8) of FIG. 2 is performed.

  <Effect of this embodiment>

  According to this embodiment, there are the following effects. In other words, the business processing system 10 stores business processing screen storage means 50 that stores business processing screens that are commonly required for each user, and an office navigation screen for each user that can be freely set by each user. Since the business navigation screen storage means 60 is provided, the business processing screen and the business navigation screen having different roles can be managed separately.

  The business processing means 30 includes a front function including a display of a business processing screen and a business navigation function including a display of a business navigation screen. Since it is configured to execute business processing by combining both functions by incorporating them at an appropriate timing, system modifications and changes, etc., include parts related to the front function and parts related to the office navigation function in the system. Therefore, it can be carried out without affecting each other. For this reason, it is possible to reduce the repair cost and shorten the repair period.

  In order to construct a part related to the office navigation function in the system, it is necessary to prepare (newly create or update) display data for the office navigation screen. At least one of the display data for the office navigation screen is required. The part (HTML file etc.) can be easily prepared by the user or his / her agent using the office navigation setting sheet (sheet of spreadsheet software). Can be shortened.

  In addition, even if you do not have a deep knowledge of system technology, if you make input settings on the office navigation setting sheet (spreadsheet software sheet), at least a part of the display data on the office navigation screen is displayed by the macro attached to the sheet. Can be created easily. For this reason, for example, when the flow of the administrative procedure is changed due to a change in system or a change in company policy, the user can respond quickly.

  The fundamental effect of providing the office navigation function is that the office navigation screen displays the necessary information for the office procedures to the person in charge of the user (salesperson, operator, etc.) at an appropriate time. Since it can be provided without a shortage, the person in charge of the user can smoothly perform the office procedure in a short working time. In other words, even if necessary information is described somewhere in the reference of the conventional business rules and manuals, it cannot be seen unless it is opened. By displaying the navigation screen, the necessary information can be surely seen, and the trouble of searching for where it is described can be eliminated.

  In addition, the contents of the office navigation screen can be freely set by each user, so that each user can perform office work without changing the flow of office procedures that have been performed by referring to the office rules and manuals. A navigation screen can be prepared. For this reason, the person in charge of each user can shift from the work while referring to the current business rules and business manuals to work using the business navigation screen of the present invention without causing confusion.

  In addition, when administrative procedures are changed due to system changes, company policy changes, etc., conventionally, the person in charge of the user has thoroughly read the revised administrative rules and administrative manuals, and the flow of administrative procedures after the change However, in the business processing system 10, if the content of the office navigation screen is changed, the person in charge of the user can change the contents of the office navigation screen. Therefore, it is possible to easily and reliably obtain necessary information in accordance with the contents of the changed administrative procedure.

  In addition, as described above, it is necessary to read the administrative manual etc., understand the flow of administrative procedures, and grasp the location of the required information in the administrative manual, etc. As a result, the time required for the administrative procedure and the accuracy of the work vary among the persons in charge due to the difference in the degree of understanding and grasping. However, in the business processing system 10, the administrative procedure is performed according to the displayed contents of the administrative navigation screen. By doing this, it is possible to suppress variations among the persons in charge.

  Further, since the office navigation screen storage means 60 stores the data for displaying the office navigation screen for each user for each of a plurality of types of individual business processes (for example, account opening, sales order, etc.), It is possible to handle office procedures with different contents for each business process. In other words, if there are multiple types of individual business processes (for example, opening an account, buying and selling orders, etc.), these administrative procedures usually have different contents, so prepare according to the flow of those administrative procedures. Since the contents of the office navigation screen to be processed are different, it is possible to prepare office navigation screens having different contents for each individual business process in order to cope with such different business procedure flows.

  In addition, if there are multiple types of individual business processes, the appropriate timing at which the office navigation screen should be displayed to support the office procedure is different for each individual business process (for example, , Before and after the start is appropriate, and in other individual business processes, it is appropriate only before the start, etc.), and the location where the office navigation screen is inserted for each such individual business process That is, it is possible to cope with the difference in display timing, that is, the difference in display timing of the screen (transmission timing of display data for the screen).

  In addition, the office navigation screen 100 (see FIG. 7) displays the next business process screen if confirmation input by the person in charge of the user is not performed for the confirmation input sections 112 of all check items displayed on the screen. Since it is not possible to proceed to the processing, the office work can be guided according to the office procedure defined in the office regulations and the office manual. For this reason, it is possible to more reliably suppress the occurrence of errors in office work such as omission of administrative procedures and omission of confirmation.

  Furthermore, in principle, the office navigation screen 100 (see FIG. 7) cannot proceed to the display processing of the next business processing screen unless confirmation input is made for all check items, as described above. However, when the skip button 111 provided on the screen is pressed, it is possible to proceed to the display processing of the next business processing screen without performing confirmation input for the check item. Therefore, the person in charge who does not need support can use the skip function to finish the administrative procedure more quickly. Therefore, the work time required for the office procedure can be further reduced. For this reason, it is possible to cope with a case where there is a veteran person in charge, or a case where there is a person in charge who is frequently used in the paperwork and is used to the paperwork.

  The business processing system 10 includes screen management information storage means 72 (may be provided in the DB server 80 instead of the WEB / AP server 20), and the business processing means 30 is a business navigation screen to be hidden. Since the screen management information setting process for storing the information in the screen management information storage unit 72 is executed, a skip process for hiding the office navigation screen can be performed. For this reason, for example, when a certain period of time has passed for the administrative procedures associated with business processing and all the persons in charge have become accustomed to the administrative procedures, if there are only veteran personnel, If the support for the office navigation screen is no longer needed, such as when the person in charge of using the system has become the only person in charge, or the office rules and manuals have just been revised, the office navigation screen has not yet been changed. Otherwise, the administrative rules and manuals will be used for some reason, such as when an error is found in the display of the administrative navigation screen, or when there is a problem with the administrative navigation function of the system. Can cope with the case. The installation of this function may be omitted.

  Further, the screen management information storage means 72 (including the case where it is provided in the DB server 80) displays selection information (for example, display / non-display) by the user for all screens of the office navigation screen. Flag, etc.) can be stored, so that the office navigation function is not necessary for a certain user, and it is possible to cope with the case where it is not necessary to display the office navigation screen at all. In this case, the user need not prepare any office navigation screen. However, an office navigation screen may be prepared in preparation for a future policy change, and in that case, even if an office navigation screen is prepared, it is merely displayed.

  The business processing means 30 is configured to determine whether the display data is stored in the business navigation screen storage means 60 at the transmission timing of the business navigation screen display data. Each user can select whether or not it is necessary to insert and arrange the office navigation screen with respect to the inserted placement location. For this reason, in the flow from the start to the end of the ongoing business process, when the place where the office navigation screen can be inserted and placed is predetermined as the system configuration, all users are determined in advance. We do not think that the office navigation screen should be inserted and placed in all of the above, and the location where the office navigation screen should be inserted and placed may differ depending on the user. be able to.

  Further, since the business processing system 10 includes the office navigation setting sheet storage unit 71 and the office navigation setting sheet providing unit 40, anytime, anywhere (any terminal), anyone (any person operating any terminal). ), The office navigation setting sheet (sheet of spreadsheet software) and the template data of the display data for the office navigation screen can be acquired via the network 1 (or the network 2). Therefore, anytime, anywhere, anyone can create an office navigation screen (input settings for necessary data on spreadsheet software sheets and generation of display data for office navigation screens using the input settings). Can do. For this reason, for example, when the flow of the administrative procedure is changed due to a change in system or a change in company policy, the user can respond quickly.

  <Deformation form>

  Note that the present invention is not limited to the above-described embodiment, and modifications and the like within a scope where the object of the present invention can be achieved are included in the present invention.

  For example, in the embodiment, the office navigation screen for each user is prepared, but the office navigation screen is prepared for each user and for each person in charge, or for each user and for a group of persons in charge. It is good also as a structure which can be prepared for every. In this case, it is possible to prepare an office navigation screen corresponding to the characteristics of the person in charge or the group of persons in charge. For example, an office navigation screen without a skip button is sent to a new person in charge, and an office navigation screen with a skip button is sent to an experienced person, or a new person in charge Change the wording that indicates the contents of check items, change the number of check items, change the language for display according to the nationality of the person in charge, the work contents of the department, etc. You can do it. Furthermore, it is possible to control the screen contents in units of departments, sections, stores, offices, factories, regions (including domestic and overseas), etc. within the user.

  In the case of such a configuration, for example, a file name such as an HTML file on the office navigation screen is set to a name including the ID of the person in charge and the ID of the person in charge, or the ID of the person in charge or the person in charge The name includes identification information corresponding to the group ID, and the ID of the person in charge obtained at the time of login or the ID of the person in charge derived from the ID of the person in charge (the ID of the person in charge and the ID of the person in charge The correspondence is stored in one of the servers 20 and 80.) is used to grasp (create) the name of the display data (HTML file etc.) for the office navigation screen to be transmitted, and the corresponding name Is obtained from the office navigation screen storage means 60 for the user and the person in charge of the acquired user (or the acquired user Of the display data office navigation screen of the person group person belongs), processing may be performed such as to be transmitted to the user terminal 90 via the network 1.

  More specifically, for example, when the ID of the person in charge of a certain user is YYYYY and the ID of the person in charge to which the person in charge belongs is ZZZZZ, the name of the HTML file of the entire user is jnavi-XXXXX If it is .html, the name of the HTML file for the person in charge of the user is jnavi-XXXXX-YYYYY.html, and the name of the HTML file for the person in charge of the person in charge of the user is jnavi- For example, XXXXX-ZZZZZ.html. Then, the ID of the person in charge = YYYYY is received at the time of login, jnavi-XXXXX.html and YYYYY (or ZZZZZ derived from YYYYY) are concatenated and jnavi-XXXXX-YYYYY.html (or jnavi-XXXXX-ZZZZZ.html ), A file having this file name is acquired from the office navigation screen storage means 60 for the user and transmitted to the user terminal 90.

  In the example of account opening (individual) processing (see FIG. 4) and domestic investment trust (purchase) processing (see FIG. 5), which are individual business processes in the financial institution shown in the embodiment, the front function is used. For the processing, the location where the processing by the office navigation function is incorporated (the location where the office navigation screen is inserted and arranged) is two locations (in the case of FIG. 4) before and after the start of the individual business processing, or individually However, the number of places where the office navigation function is incorporated (the place where the office navigation screen is inserted) is limited to two or one place. It is not a thing and three or more places may be sufficient. For example, it may be inserted and arranged not only before the start and after the end but also at an intermediate timing.

  Further, for any one individual business process, when there are a plurality of predetermined places where insertion and placement can be performed, an office navigation screen is inserted and arranged at all of the places where insertion and placement are possible (office navigation) It is not necessary to incorporate a function), and the user may be able to freely set whether or not to insert. The same applies to the case where the place where insertion can be made is one predetermined place, and it is not necessary to always place the office navigation screen at that place, and the user can freely set whether to place it. You may be able to do that. In the case of the above embodiment as well, since the confirmation processing is performed to determine whether or not the display data for the office navigation screen to be transmitted is stored in the office navigation screen storage means 60, the office navigation screen must always be placed at a place where it can be placed. You do not have to insert the navigation screen.

  And when there are multiple types of individual business processes, the number of places where the office navigation function can be incorporated (places where the office navigation screen can be inserted and placed) may be different for each individual business process. Also in the case of the said embodiment, it is such a structure like FIG. 4 and FIG.

  In the embodiment, the office navigation setting sheet stored in the office navigation setting sheet storage unit 71 is in the state before the input setting, but the office navigation setting sheet for which input setting has already been performed is also stored. The office navigation setting sheet providing unit 40 may provide the screen creation to the user's screen creator or a substitute thereof via the networks 1 and 2. At this time, the office navigation setting sheet for which input settings have already been made is the one used to generate the office navigation screen that is currently in use, the one that was used to generate the office navigation screen that was used in the past, and will be used in the future Any of those used for generating an office navigation screen under development. Then, when the names of these office navigation setting sheet files have the same name, management may be performed in association with the version number, the date of registration in the server, and the like. By storing the office navigation setting sheets at various stages in this way, it becomes easy to modify the office navigation setting sheet or create a new office navigation setting sheet using a copy. Easy to create.

  Further, in the above-described embodiment, the screen management information storage unit 72 stores the office navigation selected as a non-display target by the administrator as information on the non-display target office navigation screen input and set by the administrator using the administrator function. Screen identification information (such as the name of an HTML file) was stored, but in association with this, designation information (start time and / or end time) of the execution period of the non-display target process for the screen is added and stored. You may make it do. For example, if the office navigation screen P is set to be hidden from 24 o'clock on March 31, 2018, it will be applied after 24 o'clock on March 31, 2018 in accordance with the enforcement date determined by the schedule for system changes, etc. The office navigation screen P that is no longer being displayed can be hidden from that time. Also, if the office navigation screen Q is set to be hidden until March 31, 2018 at 24:00, it will be applied after March 24, 2018 at 24:00 in accordance with the enforcement date determined by the schedule for system changes, etc. The office navigation screen Q on which is started can be hidden until that time.

  Further, in the embodiment, the screen management information storage means 72 stores information on the non-display target office navigation screen set by the administrator using the administrator function. The office navigation screen to be hidden may be determined by this method, and the information may be stored.

  For example, if the same person in charge performs the same procedure (same individual business process) multiple times on the same day, the person in charge will be held for a certain number of times (for example, after the third) only on that day. The procedure may be set such that skip processing for automatically hiding the office navigation screen is performed. In this case, the identification information (HTML file name, etc.) of the non-display target, the non-display target date, and the ID of the person in charge of the non-display target are associated with each other as information on the non-display target office navigation screen The screen management information storage means 72 may be stored.

  In addition, if the same person in charge repeats the same procedure (same individual business process) (for example, 100 times) within the most recent predetermined period (for example, one month), the procedure for that person in charge thereafter With regard to, a setting may be made such that skip processing for automatically hiding the office navigation screen is performed only for a predetermined effective period (for example, half a year). In this case, the identification information (HTML file name, etc.) of the non-display target, the expiration date (or start time) of the non-display target process, and the ID of the person in charge of the non-display target are associated with each other. It may be stored in the screen management information storage means 72 as information on the office navigation screen.

  As described above, the business processing system and program according to the present invention is a business in which a financial institution such as a bank or a securities company becomes a user, and manual work procedures are required in accordance with customer data input and registration operations. It is suitable for use in processing.

DESCRIPTION OF SYMBOLS 1, 2 Network 10 Business processing system 30 Business processing means 40 Office navigation setting sheet provision means 50, 51, 52, 53 Business processing screen storage means 60, 61, 62, 63 Office navigation screen storage means 71 Office navigation setting sheet storage Means 72 Screen management information storage means 90, 90A, 90B, 90C User terminal that also functions as an office navigation screen creation device 91 Operator terminal that also functions as an office navigation screen creation device

Claims (11)

A business processing system composed of computers that execute business processing including input and registration of business data,
In response to a request from a user terminal operated by a person in charge of a user who performs input and registration of the business data, screen display data is transmitted to the user terminal via the network, and the displayed screen is displayed. Business processing means for receiving data input by the person in charge of the user from the user terminal via the network and executing the business processing;
Business processing screen storage means for storing business processing screen display data common to each user;
An office navigation screen storage means for storing display data of an office navigation screen prepared for each user in order to support the office procedures of the person in charge of the user associated with the input and registration of the business data,
The display data of the office navigation screen stored in the office navigation screen storage means includes the check items of the office procedure entered and set in the form of a table on a spreadsheet software sheet by the user or his / her agent and the contents thereof Using the text data of the wording indicating the data generated by the macro processing attached to the spreadsheet sheet and output as a file,
The business processing means includes
When there is a request from the user terminal by a person in charge of the user, the display data for the business process screen stored in the business process screen storage means is transmitted to the user terminal in response to the request. The business process is advanced by the above, and the user's stored in the office navigation screen storage means is inserted and arranged in at least one place in the flow from the start to the end of the progress of the business process. A business processing system configured to execute support processing of the business procedure not including input and registration of the business data by transmitting display data of the business navigation screen to the user terminal. . The business processing screen storage means includes:
It is configured to store display data for the business processing screen for each of a plurality of types of individual business processing,
The office navigation screen storage means includes:
It is configured to store display data of the office navigation screen prepared for each user for each of a plurality of types of individual business processes,
The business processing means includes
When there is a request from the user terminal by the person in charge of the user, the person in charge of the user in the display data for the business process screen stored in the business process screen storage means in response to the request By transmitting to the user terminal display data for the business process screen for the individual business process selected by the above, the individual business process selected by the person in charge of the user is advanced and progressed. Display data of the user's office navigation screen stored in the office navigation screen storage means in a state of being inserted and arranged in at least one place in the flow from the start to the end of the individual business process to be performed For displaying the office navigation screen for the individual business process selected by the person in charge of the user 2. The business processing system according to claim 1, wherein the business procedure support process that does not include input and registration of the business data is executed by transmitting data to the user terminal. 3. . The office navigation screen is
If all the check items displayed on the screen are not confirmed by the person in charge of the user, it will not proceed to display processing of the next business processing screen, and a skip button provided in the screen 3. The business process according to claim 1 or 2, wherein when the button is pressed, the process can proceed to a display process for a next business process screen even if the confirmation input for the check item is not performed. system. Selection information of display or non-display by the user for all screens of the office navigation screen, or a user who has selected non-display for some screens of the office navigation screen and the office navigation screen to be hidden Screen management information storage means for storing information;
The business processing means includes
When there is a request from the user terminal by a person in charge of the user, the display data for the business process screen stored in the business process screen storage means is transmitted to the user terminal in response to the request. In addition to proceeding with the business process, selection information on display or non-display by the user for all screens stored in the screen management information storage means, or a user who has selected non-display for some screens and non-display Using the information on the target office navigation screen to determine whether or not to transmit the display data of the user's office navigation screen stored in the office navigation screen storage means to the user terminal; For all or some of the office navigation screens, the display data is The skip processing for transmitting the display data for the next business processing screen to the user terminal without performing transmission to the terminal is configured to be executed. Business processing system. The business processing means includes
The office navigation screen can be inserted and arranged at at least one predetermined position in the flow from the start to the end of the business processing that is progressed by displaying the business processing screen on the user terminal. With the composition,
At the timing of transmitting the display data for the office navigation screen to the user terminal, it is determined whether the display data for the office navigation screen to be transmitted is stored in the office navigation screen storage means. If the display data for the business navigation screen is not stored, the next business process stored in the business process screen storage means without transmitting the display data for the business navigation screen to the user terminal 5. The business processing system according to claim 1, wherein the business processing system is configured to execute a process of transmitting display data for a display screen to the user terminal. An office navigation setting sheet storage means for storing template data of the spreadsheet data sheet and the display data for the office navigation screen;
In response to a request from the user terminal or other terminal by the screen creator of the user who creates the office navigation screen or an agent thereof, the sheet of the spreadsheet software stored in the office navigation setting sheet storage unit, and The office navigation setting sheet providing means for executing a process of transmitting the template data of the display data for the office navigation screen to the user terminal or other terminal via a network. 5. The business processing system according to any one of 5 above. Check items and contents of office procedures by the screen creator of the user who creates the office navigation screen on the sheet of the spreadsheet software, or an agent thereof, which is configured by the user terminal or other terminals or other computers The text data input setting for the wording indicating is received, and at least a part of the display data for the office navigation screen is generated by using the input data by the macro function attached to the sheet of the spreadsheet software The business processing system according to any one of claims 1 to 6, further comprising an office navigation screen creation device that executes processing for outputting a file. The office navigation screen storage means includes:
Display of the office navigation screen prepared for each user and for each person in charge or for each user and for each person in charge formed by dividing a plurality of persons in charge within the user Is configured to store data for
The business processing means includes
The display data of the user's office navigation screen stored in the office navigation screen storage means is stored in at least one place in the flow from the start to the end of the ongoing business process. When transmitting to the user terminal, the display data of the office navigation screen of the person in charge corresponding to the login ID of the person in charge acquired when the person in charge of the user logs in, or the login ID of the person in charge The business process according to any one of claims 1 to 7, characterized in that a process for transmitting display data of the office navigation screen of a group of persons in charge to which the person in charge belongs to is executed. system. A program for causing a computer to realize a macro function attached to a sheet of spreadsheet software,
9. At least a part of display data for the office navigation screen used in the business processing system according to claim 1 is generated using data input and set in a table format on the spreadsheet software sheet. A program for causing a computer to realize a macro function for outputting a file. On the sheet of the spreadsheet, a level column for selecting and inputting a heading type including the size of each item to be displayed on the office navigation screen, a content column for inputting text data of a word indicating the content of each item, A part column that selects and inputs the attribute of each item including the type of button for the item only for wording, the item that provides the check box, the item that establishes the link, and the item that provides the button, and the link in this part column There is a parts setting column for entering the link destination when the item that stretches is selected and entered,
Using the data input and set in the level column, the content column, the parts column, and the parts setting column on the spreadsheet software sheet, at least a part of the display data for the office navigation screen is generated. The program according to claim 9, wherein a function of a macro for outputting a file is realized by a computer.   A program for causing a computer to function as the business processing system according to claim 1.

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