JP6796444B2 - File distribution system - Google Patents

Description

The present invention relates to a file distribution system that divides and distributes a tabular file according to a destination.

Companies have introduced a business support system consisting of a WEB server and a client terminal (terminal device). As such a system, a technique has been proposed that can appropriately carry out in-house application procedures in fields that require legal compliance, such as financial products (see, for example, Patent Document 1). In this technology, materials are created and in-house based on the customer information and the table for selling financial products recorded in the sales support system database and the table for selling financial products recorded in the workflow system database. The application procedure is carried out.

Further, as another business support technology, a file distribution system that divides and distributes a tabular file according to a destination is known. Such a technique has the following features (1) and (2).
(1) In business, there are various data formats for tabular files, and a processing program for division is created by defining a key to be divided for each file, and the file is divided by that.
(2) Enter a special character string to indicate the position of the key for dividing the file at a specific position in the table file. Generally, special characters for program processing are inserted in the character string of the title line of the table. When the program recognizes the special character, it recognizes that the data in that column is a split key.

Japanese Unexamined Patent Publication No. 2016-162076

By the way, the above-mentioned file distribution system has the following problems.
(1) The user cannot freely set the position of the key in the file for dividing the file.
(2) When the file format is changed, the position of the key to be divided must be changed programmatically.
(3) When a divided file is received and the file is to be further divided, conventionally, the file is once taken out to a predetermined work area (for example, a desktop) on a computer, and the division is performed again to newly perform the division. Operations such as creating a notification document and attaching a file were required, which was complicated.

The present invention has been made in view of such a situation, and an object of the present invention is to solve the above problems.

The file distribution system of the present invention includes a terminal device and a processing system, and when a tabular file is transmitted by operating the terminal device, a file having a function of dividing the file attached to the transmission destination. In the distribution system, the processing system is a destination target person table in which information on a target person of a destination is stored in association with identification information and attribute information, and a file of the file attached to the destination to be transmitted. A division specification unit that specifies whether or not to perform division, a division key specification unit that accepts the specification of a file division key for dividing the file, and a division key specification unit that further divides the divided file and sends the file. The re-dividing key specification unit that accepts the designation of the re-file division key for further dividing the divided file and the target target are searched from the data in the file when the divided file is transmitted. , A destination check unit that checks against the set destination, a check result display unit that displays the check result by the destination check unit on the terminal device, and an addition of a destination to the terminal device along with the check of the destination. , A destination change unit that displays deletion selectably, and a target extraction unit that automatically extracts target candidates as destination candidates from the destination target person table when the destination is specified based on the attribute information of the target person. And.
Further, when a plurality of destination candidates are extracted, the target extraction unit may include a candidate selection unit that selects and displays and outputs the destination candidates according to the priority order, or displays and outputs a plurality of candidates.

According to the present invention, in a system having a function of dividing and transmitting a file according to a destination, it is possible to provide a technique for improving the degree of freedom of operation and preventing the operation from becoming complicated.

It is a flowchart of the whole process which divides and distributes a file which concerns on embodiment. It is a figure which shows the example of the setting screen of the file distribution which concerns on embodiment. It is a figure which shows the example of the screen which specifies a file which concerns on embodiment. It is a figure which shows the example of the screen which specifies the position of the key to divide which concerns on embodiment. It is a figure which shows the example of the destination check result display screen which concerns on embodiment. It is a figure which shows the example of the destination setting / change / addition screen which concerns on embodiment. It is a figure which shows the example of the reception list screen which concerns on embodiment. It is a figure which shows the example of the notification detail screen which concerns on embodiment. It is a figure which shows the example of the secondary distribution screen which concerns on embodiment. It is a figure which shows the whole system configuration which concerns on embodiment. It is a system configuration block diagram which concerns on embodiment. It is a figure which shows the organization / employee table which concerns on embodiment. It is a figure which shows the example of the file to be divided which concerns on embodiment. It is a figure which shows the example of the file after division which concerns on embodiment.

Next, an embodiment for carrying out the present invention (hereinafter, simply referred to as “embodiment”) will be specifically described with reference to the drawings. In the present embodiment, a tabular file such as an Excel (registered trademark) format file or a CSV file is divided by a key for dividing by destination (hereinafter referred to as "file division key"), and the file is divided into each destination. An example of a file distribution system to be distributed. In this file distribution system, multiple types of keys for dividing files can be specified, and the recipient of the file further specifies the file division key, and secondary distribution to related parties, and further nth distribution (n: 3 or more). Natural number) is possible. In addition, this file distribution system implements a comparison check function between the split key (words such as "sales office", "department", and "employee") described in the file and the destination, and also determines the presence or absence of the distribution destination. Implement the function to check. In the following, first, the processing will be specifically described with reference to FIGS. 1 to 9, and then with reference to FIGS. 10 to 14, a configuration for realizing the processing will be described.

FIG. 1 is a flowchart of the entire process of dividing and distributing a file according to the present embodiment. This process is executed by the file distribution system 1000 described later in FIG. The user (operator) operates the reference terminal 1003, displays a desired display screen, and executes the file distribution process.

First, the user performs an operation of referring to a screen (see FIG. 2) for performing file division distribution (S101). Next, the destination is set on the screen shown in FIG. 2 (S102). In FIG. 2, it is possible to specify the address on an individual basis, and it is also possible to specify the address by job title, qualification, or the like. A file to be distributed separately is selected, and a read operation to the system is performed (S103).

After the specification to divide the file is executed, the unit to be divided is specified (S104). In FIG. 2, specifications are made from among branch offices, sales staff, settings in the file, and key positions (start row, column) in the file. In FIG. 2, the image is shown in the order of division method and file attachment, but on the screen of FIG. 4 described later, the key can be specified either before or after reading the file. ..

Next, the destination item (branch office, employee, etc.) in the file and the employee designated as the destination are compared and checked (S105). The screen on which the check result is displayed is shown in FIG. The details of FIG. 5 will be described later. For example, when the division method = "to the branch office" and the destination = "sales section manager", the branch office is uniquely extracted from the data in each file, and the branch office belongs to the branch office. A specific employee (sales manager) is assigned. If there is no sales manager to send to the branch, it is displayed as shown in the example of FIG.

Further, when there are a plurality of sales section managers for one branch, one person is displayed and output as a candidate according to a predetermined destination priority. The destination priority is, for example, the priority to be extracted as the destination information is defined in advance in other attribute information set for the employee such as age and qualification, and the destination candidate is determined according to the order. If the order is the same, it is possible to list and display two or more candidates.

Dividing method = by branch, destination is individual destination When the destination is specified for each person in the designated area 205, the branch in the file and the specified destination (employee) are associated with each other. When there is no destination employee for the branch office, or when there are two or more employees for the same branch office, the processing result is displayed on the screen shown in FIG. 5 as described above.

On the screens shown in FIGS. 5 and 6, employees are added (or changed) to branches and the like that are not assigned (S106).

Subsequently, a file such as a CSV file is divided in the designated division unit (S107). The divided file is transmitted to the destination determined above (S108). In addition, the notification addressed to the person is displayed on the screen shown in FIG.

FIG. 2 shows a file distribution setting screen. Here, an example of the screen 200 for attaching the file to be divided and setting the distribution to each destination is shown.

On this screen 200, a title input area 201 of the notification document, a notification input area 202 for inputting an outline of the notification content, and a date setting area 203 for setting the date of the confirmation deadline (response deadline) are provided.

Further, as an area for setting a destination designation method, a destination designation area 204 and a destination individual designation area 205 are provided, and any of them is designated as a destination. In this example, the destination designation area 204 can be designated as a destination by position or the like. In addition, it is also possible to specify by department, qualification, occupation, etc. In addition, here, "general affairs section manager", "sales section manager", etc. may be designated in duplicate. The above information includes items existing in the employee / organization information table 1101 described later in FIGS. 11 and 12.

By pressing the "destination setting" button 205b in the destination individual designation area 205, the detailed screen of the destination setting screen is displayed. On the destination setting screen 205a, the destination is directly specified for each individual.

In the division designation area 206, an option designation as to whether or not to perform file division is made. In the unit designation area 207a, the unit for dividing the file is designated. When "By branch" is specified, the file is divided by branch code (by department code, etc.). When "By Salesperson" is specified, the file is divided by Salesperson. When "Set in file" is specified, the split key setting button 207b is pressed, and the file split keys (first and second key setting areas 402 and 403) are displayed in the state shown in FIG. ) Is specified.

A file to be divided is specified in the attachment area 208a. In that case, pressing the reference button 208b opens the screen of FIG. 3 and specifies a desired file. By pressing the distribution button 209, a notification is issued to the destination with the contents of the distribution screen 200.

FIG. 3 shows an example of the screen 300 for designating a file. On this screen 300, a directory is opened and a target file is specified. With the file name specified in the file name designation area 301, the "Insert" button 302 is pressed, the screen shown in FIG. 4 is opened, and a tabular file such as a CSV file is displayed on the screen.

FIG. 4 shows an example of the screen 400 for designating the positions of the keys to be divided. With reference to FIG. 4, the specification for setting / defining the position of the key to be divided (designation of the start row and start column number) will be described.

The data in the file is displayed in the upper area. In this display, the first key setting area 402 and the second key setting area 403 are designated.

The first key setting area 402 is an area for setting the first division key (first key). In this display example, cells 402b in the fifth row and the first column are designated. The second key setting area 403 is an area for setting the second division key (second key). In the case of secondary distribution, it is set in the second key setting area 403, for example, it is designated as cell 403b in the fifth row and the second column, and the employee code is set as a key.

It is also possible to set the row number and the column number in the text box of the second key setting area 403 by designating the cursor in the cell 403b in the state where the second key is specified. It is also possible to divide the file divided by the second key and send it again, in which case the third key is set. There is no particular upper limit on the number of divisions, and nth-order distribution (n is a natural number) is possible. That is, it has a function of receiving a subdivision key designation for performing secondary distribution, tertiary distribution, ..., Nth distribution.

The split key registration button 404 is a button for executing registration of the setting contents of the split key. The execution button 405 is a button for executing file division. The execute button 405 may be implemented in FIG.

FIG. 5 shows a destination check result display screen 500. On the destination check result display screen 500, the consistency between the division key and the destination in the file is checked, and the results are displayed in a list. For the files separated by branch code, it is checked whether the employee from that viewpoint is assigned to the destination.

Here, in the information in which the seventh selection option 501 is selected, it is a list display example when there is no destination (distribution destination 505) in the branch. If there is no destination for the extracted branch, the distribution destination column is displayed blank as in the 7th line.

When the "Edit Destination" button 502 is pressed with one selection option 501 (7th line in this case) specified, the screen of FIG. 6 described later is displayed. In FIG. 6, a screen for searching and specifying a destination candidate is displayed. When it is confirmed that the distribution destination of the file is appropriate, the "register" button 503 is pressed. By pressing the "Register" button 503, the file division is executed and each distribution destination is notified.

In the branch name column 504, all branch names (department codes) stored in the file are extracted and displayed.

The branch office in the file and the employees belonging to that branch office (distribution destination column 505) are referred to by the set destination and the organization / employee information table 1101 (see FIGS. 11 and 12), and the results are matched (post column). 506) is displayed.

FIG. 6 is an example of a destination setting screen 600 for setting, changing, and adding a destination. The first key for file division is displayed in the key display field 601. In the distribution destination area 602, a search item of the distribution destination and a search execution button are displayed. In the example of the figure, an example is shown in which the type of search item can be searched by employee by sales office, job title (department manager, section manager, general staff), and job type (sales / sales, general affairs, accounting, etc.).

Distribution destinations are displayed and reported in the display area 603 of the search result list. In the example of the figure, an example is shown in which a branch office: "Seijo branch", a job title: "section manager", and a job title: "sales / sales" are set in the distribution destination area 602 and searched. When the setting button 605 is pressed while the distribution destination selection check box 604 is checked, the employee is registered as a destination. In the example of FIG. 6, it is registered as the distribution destination of the “Seijo branch” of FIG.

FIG. 7 is an example of the reception list screen 700, which is a screen for displaying a list of notifications received to the user.

The condition designation area 701 is an area for designating search conditions for reception notifications. The search is executed by designating the search condition in the condition designation area 701 and pressing the search button 701a. Search results are displayed in the search result display area 702 according to the search conditions.

The search result display area 702 is provided with a notification document transmission date / time display area 703, a notification document title display area 704, a secondary distribution confirmation column 705, and the like. In the title display area 704 of the notification document, a detailed screen (see FIG. 8) with a notification document, an attached file, or the like is displayed by clicking a sentence in which a hyperlink is set. In the secondary distribution confirmation column 705, the status of whether or not the received notification has been secondary distributed is shown.

FIG. 8 is an example of the notification detail screen 800. The notification content delivered in FIG. 2 is displayed in the notification content display area 801 in the upper row. A secondary distribution option button 802 is provided below the notification content display area 801 to specify whether or not to further divide and distribute the file attached in the notification. When the specification is selected with the option button 802, the screen switches to FIG.

In the entry field 803, a reply comment to the notification is entered when the secondary distribution is not performed. A file in which the answer is entered is specified in the attached file area 804, and when the "answer delivery" button 805 is pressed, the answer is sent to the issuer.

FIG. 9 is an example of the secondary distribution screen 900. On the secondary distribution screen 900, the secondary distribution is further divided by another division key. That is, in order to further distribute the received notification to the members in the department, another division key is set and the secondary distribution is set.

The same contents as those of 801 and 802 are displayed in the upper area 904. Below that, an area 901 for displaying the setting contents for performing the secondary distribution is provided. This area 901 is the same as that in FIG. 2, and is the destination area 905 (corresponding to the destination designation area 204 and the destination individual designation area 205 in FIG. The division designation area 206) and the division method designation area 903 (corresponding to the unit designation area 207a and the division key setting button 207b in FIG. 2) are provided. Here, an example in which "file division" is specified and "employee" is specified is shown. In this area 901, the operation is performed in the same manner as the contents shown in FIGS. 4, 5, and 6. Since this screen is a secondary distribution, "By department store" is inactive.

When "By employee" is specified in the division method shown in the division method designation area 903, the file is automatically divided by the employee code in the file, and the divided file by the employee in the file is attached and delivered. Will be done. In addition, when "specify the division key" is specified, the distribution is divided and distributed in the specified division key unit.

A specific system configuration for executing the above processing will be described.
FIG. 10 is a diagram showing the overall configuration of the file distribution system 1000. The file distribution system 1000 includes a processing system 1001, a WEB server 1002, and a reference terminal 1003, which are connected via a communication network 1004.

The processing system 1001 implements a file division process and a database for storing data. The specific configuration will be described later in the description of FIG.

The WEB server 1002 outputs the content requested by the reference terminal 1003 to the reference terminal 1003 as WEB content via the processing system 1001.

The reference terminal 1003 implements a browser or the like and refers to the data. From this reference terminal 1003, desired data is referred to via a browser via the WEB server 1002. In the case of a system configuration that uses a browser or a WEB server 1002, there is an advantage that the versatility of development is increased, but of course, a system configuration that does not use the WEB server 1002 may be used.

FIG. 11 is a functional block diagram of the processing system 1001.
The processing system 1001 includes an organization / employee information table 1101, a file division processing unit 1102, a destination check processing unit 1103, a division key registration processing unit 1104, and a file combination processing unit 1105.

The organization / employee information table 1101 is a table that stores organization and employee information, such as branch code, branch name, department code, department name, section code, section name, employee code, employee name, employee position, qualification, and the like. , Stores employee attribute information, etc., and also functions as a recipient table. Details will be described later in FIG.

The file division processing unit 1102 uses a division specification function that receives a specification as to whether or not to divide the attached file, and a key that specifies the file registered on the file distribution setting screen when the division is specified. It has a division processing function that performs division processing.

The destination check processing unit 1103 has a destination check function and a check result for checking the consistency (presence or absence of a destination) between the key items for division such as the department store code and employee code entered in the file and the actually registered destination. Has a check result display function for displaying and outputting to the reference terminal 1003.

Further, the destination check processing unit 1103 further has a destination change function, a target extraction function, and a candidate selection function. The destination change function is a function of displaying the addition, deletion, change, etc. of the destination on the reference terminal 1003 so that it can be accepted. The target extraction function is an organization / employee information table 1101 (destination target person table) when the destination is specified based on the attribute information of the target person, and in the above example, when the destination is specified by branch office division and job title. It is a function that automatically extracts the target person who is a destination candidate from. The candidate selection function is a function that, when a plurality of destination candidates are extracted, selects and displays the destination candidates according to the priority order, or displays and outputs a plurality of candidates.

The division key registration processing unit 1104 registers the division unit of the file, the position of the division key in the file, and the like. The division key registration processing unit 1104 has not only the division key (first key) at the time of primary distribution but also the subdivision key (second key, third key, ...) At the time of nth distribution after the secondary distribution. ･ ･, Nth key) is registered.

The file combination processing unit 1105 combines a plurality of files in which answers are entered into one file.

FIG. 12 is an example of the organization / employee information table 1101, which is a table in which employee information and information / attributes of the organization to which the employee belongs are stored. It is used to check the consistency with the destination during file division distribution or to display the destination list. It is also used as a destination search item in the file distribution system 1000. Here, information of employee code 1201, employee name 1202, department code 1203, department name 1204, job title code 1205, job title 1206, and job title 1207 is stored in association with each other. Occupation type 1207 includes sales, general affairs staff, accounting, and internal management manager. For example, the information of the second employee is that the employee code 1201 is "85002", the employee name 1202 is "Ichiro Yamada", the department code 1203 is "300", the department name 1204 is "Ikebukuro Branch Sales Department 1", and the job title code. 1205 is "5000", job title 1206 is "sales manager", and job title 1207 is "sales".

FIG. 13 is an example of the file 1300 to be divided. That is, this file 1300 becomes the original file for file division. In this file 1300, the title is "Customer XX New Product Introduction Checklist for January 2016", department code 1301, employee code 1302, customer code (account number, etc.) 1303, customer name 1304, contact information. The telephone number 1305, the answer column 1306, and the remarks column 1307 are listed in a list format.

The department code 1301, the employee code 1302, and the customer code (account number, etc.) 1303 are items that can be key items when dividing files. The customer name 1304 and the contact telephone number 1305 are information having the meaning of the information provided by the outgoing department.

The answer column 1306 is a column in which the result of customer correspondence is entered, and here, an example in which the customer is contacted by telephone and the confirmation result is entered is shown. The remarks column 1307 is a column for entering answers and remarks when contacting the customer. FIG. 13 shows an example in which the answers are entered in the answer column 1306 and the remarks column 1307, but the answers are not entered in the answer columns 1306 and the remarks column 1307 at the beginning of the file distribution.

For example, in the first information, the department code 1301 is "100", the employee code 1302 is "850001", the customer code 1303 is "120,000", the customer name 1304 is "Aida ***", and the contact phone number 1305 is. "03-XXX-XXXX", the answer column 1306 is "finished", and the remarks column 1307 is "not interested".

FIG. 14 shows an example of the file 1400 after division. This is an example of division by department code = 100, and it is not yet divided for each employee. That is, two pieces of information in which the department code 1301 of the file 1300 in FIG. 13 is "100" are divided and extracted. In this way, when a plurality of destination candidates are extracted, the destination candidates may be selected and displayed and output according to the priority order, or a plurality of candidates may be displayed and output.

The following effects can be obtained by such a configuration and processing.
(1) The file may contain business cases and information that you do not want to show to other sales staff, and the records in the file can be divided by destination so that other sales staff cannot refer to them. In that respect, security etc. are ensured.
(2) There is a business case in which a file is sent for each employee, the answer is described in the file and returned, and if the answer is returned from all the target employees, it takes time and effort for the issuer to confirm. .. However, it is first distributed to the response coordinator of each branch office, etc., the coordinator secondarily distributes it to the members in each branch and collects the response, and once the coordinator confirms the contents, the coordinator (primary delivery destination) Since you can reply to the issuing department, you can reduce the management of the original sender.
(3) In relation to (2) above, the delivery method can be selected according to the purpose, such as a case of sending directly to the person or a case of sending via an intermediate confirmer such as a coordinator. Further, even in the case of passing through the organizer, the secondary distribution can be performed by specifying the file division key for the file, inheriting the source information, and performing a simple operation.
(4) Regarding destination setting, the setting contents of the destination (multiple destinations to each branch) and the branch described in the file are checked against each other, and it can be judged at a glance whether the set destination is appropriate or not. ..
(5) In case of a shortage or inconsistency between the destination such as the department code described in the distributed file and the manually set destination, it is possible to easily add the missing destination.
(6) Appropriate destination candidates can be automatically extracted all at once by designating the destination by the above-mentioned function instead of designating the employees for each person.
(7) Since the user can freely (variably) set the key position (start row, column) on the file for dividing the file from the screen, the format of the source file to be read is changed. Even so, we can respond to that change.

The present invention has been described above based on the embodiments. This embodiment is an example, and it will be understood by those skilled in the art that various modifications are possible for the combination of each of these components, and that such modifications are also within the scope of the present invention.

1000 File distribution system 1001 Processing system 1002 WEB server 1003 Reference terminal (terminal device)
1004 Communication network 1101 Organization / employee information table 1102 File division processing unit 1103 Destination check processing unit 1104 Division key registration processing unit 1105 File combination processing unit

Claims (2)

A file distribution system including a terminal device and a processing system, and having a function of dividing the file attached to the transmission destination when a tabular file is transmitted by the operation of the terminal device.
The processing system
The destination target person table in which the destination target person information is stored in association with the identification information and the attribute information, and
A division designation unit that specifies whether or not to divide the file to be attached to the transmission destination, and
A division key specification unit that accepts the specification of a file division key for dividing the file, and
When the divided file is further divided and transmitted, the re-division key specification unit that accepts the specification of the re-file division key for further dividing the divided file, and the re-division key specification unit.
When transmitting the divided file, a destination check unit that searches for a destination target from the data in the file and checks against the set destination, and a destination check unit.
A check result display unit for displaying the check result by the destination check unit on the terminal device,
With the check of the destination, the destination change unit that displays the addition and deletion of the destination on the terminal device so as to be selectable,
When a destination is specified based on the attribute information of the target person, a target extraction unit that automatically extracts a target person as a destination candidate from the destination target person table, and a target extraction unit.
File distribution system with. The claim is characterized in that, when a plurality of destination candidates are extracted, the target extraction unit includes a candidate selection unit that selects and displays and outputs the destination candidates according to the priority order, or displays and outputs a plurality of candidates. 1 The file distribution system described.

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