JP7047307B2 - Electronic document management equipment, information processing systems and programs - Google Patents

Description

The present invention relates to an electronic document management device, an information processing system, and a program.

When passing an electronic document between a plurality of users, there is a prior art that manages a workflow that means the flow of passing the electronic document to the user in what order, thereby supporting the business.
In this case, for example, an electronic document management device such as an electronic document management server that manages electronic documents manages the flow (workflow) of electronic documents delivered between the terminal devices used by the user.

In Patent Document 1, business flow data is generated from business instruction data in business flow generation processing, business attribute data is extracted from business instruction data and business flow data in business attribute extraction processing, and business results are displayed / corrected. Disclosed is a workflow extraction method for displaying flows individually or in an integrated manner for flows, staff, and resources.
Further, in Patent Document 2, the operation history receiving means of the information processing apparatus receives the operation history for the document, and the business procedure extracting means extracts the business procedure based on the operation history received by the operation history receiving means. , The presenting means is disclosed to present the business procedure extracted by the business procedure extracting means.

Japanese Patent Application Laid-Open No. 2003-256627 Japanese Unexamined Patent Publication No. 2010-157183

If you want to standardize the order of delivery of documents related to business, such as workflow, first grasp the implementation status of the business order as a whole, such as what kind of flow the business is proceeding with. There is a need.
It is an object of the present invention to display to the user what kind of flow and at what rate one business is being carried out based on the operation history.

The invention according to claim 1 is a history acquisition unit that acquires a history regarding the order of delivery when an electronic document is delivered between a plurality of users, and a classification unit that classifies the electronic document based on the history. A display control unit that controls to display the implementation status of the order in which the electronic documents are delivered based on the plurality of histories according to the number of people to whom the electronic documents are delivered and the result of the classification. , Is an electronic document management device.
The invention according to claim 2 is the electronic document management apparatus according to claim 1 , wherein the classification unit classifies according to whether or not a predetermined wording is included in the history.
In the invention according to claim 3 , the classification unit classifies the electronic document according to a keyword including the predetermined wording, and the display control unit uses the information of the keyword and the information of the number of people. The electronic document management device according to claim 2 , wherein the implementation status is controlled to be displayed for each group.
The invention according to claim 4 is characterized in that the display control unit controls the display control unit so as not to display the implementation status when there is a lack of information for passing between users of the electronic document in the history. Item 1 is the electronic document management device.
The invention according to claim 5 is characterized in that, when a plurality of delivery in the same order by the same user is included a plurality of times, the display control unit controls to display the implementation status once at this point. The electronic document management device according to claim 1.
The invention according to claim 6 is characterized in that, when the electronic document is remanded, the display control unit controls to display the implementation status in the order in which there is no remand. The electronic document management device according to the above.
The invention according to claim 7 manages an information processing device that receives an electronic document to be viewed by a user and passes the electronic document to another user, and manages the delivery of the electronic document between a plurality of users. The electronic document management device includes an electronic document management device, and the electronic document management device includes a history acquisition unit that acquires a history regarding the order of delivery when the electronic document is delivered between a plurality of users, and the electronic document management device based on the history. Based on the classification unit that classifies electronic documents and the plurality of histories, the implementation status of the order in which the electronic documents are delivered is displayed for each number of people to whom the electronic documents have been delivered and the result of the classification. It is an information processing system including a display control unit that controls the operation.
The invention according to claim 8 has a history acquisition function for acquiring a history regarding the order of delivery when an electronic document is delivered between a plurality of users to a computer, and classifies the electronic document based on the history. Display control that controls the function to be performed and the implementation status of the order in which the electronic documents are delivered based on the plurality of histories, according to the number of people to whom the electronic documents are delivered and the result of the classification. It is a program to realize the function.

According to the first aspect of the present invention, it is possible to provide an electronic document management device capable of displaying to a user what kind of flow and at what rate one business is being carried out based on an operation history. can. In addition, it is possible to create order information that makes it easier to understand the flow (workflow) of an electronic document as compared with the case where the classification unit is not provided.
According to the second aspect of the present invention, it is possible to perform classification by words that are frequently used.
According to the invention of claim 3 , it is possible to create order information according to each business.
According to the invention of claim 4 , it is possible to exclude a history that is not suitable for creating order information.
According to the invention of claim 5 , even when the electronic document is returned, the original pattern of delivery of the electronic document can be extracted.
According to the invention of claim 6 , even when the electronic document is returned, the original pattern of delivery of the electronic document can be extracted.
According to the invention of claim 7 , it is possible to provide an information processing system in which an administrator or the like can easily grasp the entire business. In addition, it is possible to create order information that makes it easier to understand the flow (workflow) of an electronic document as compared with the case where the classification unit is not provided.
According to the invention of claim 8 , it is possible to realize a function by a computer that can display to the user what kind of flow and at what rate one business is being carried out based on the operation history. In addition, it is possible to create order information that makes it easy to understand the flow (workflow) of an electronic document.

An example of the overall configuration of an information processing system to which this embodiment is applied is shown. It is a figure which showed the operation of an information processing system. (A) to (e) are diagrams showing the operation of the information processing system. It is a block diagram which showed the functional configuration example of a terminal apparatus and a document management server. (A) is a diagram showing an example of a work flow. (B) is a figure which showed the classification extraction rule. (C) is a diagram showing an example in which the results extracted by the classification extraction unit are summarized as a classification list. (D) is a diagram showing an example of a pattern list. (E) shows an order information assignment list in which order information (in this case, classification ID and pattern ID) is associated with the work flow shown in (a). It is a flowchart explaining the operation of the classification part. (A) to (f) are diagrams showing a method in which the order information creating unit extracts a pattern of the order of delivery of electronic documents from a work flow. It is a flowchart explaining the operation of the order information creation part. (A) to (c) are diagrams showing an example of a screen displayed by the display mechanism. (A) to (c) are diagrams showing a method of synthesizing and displaying a plurality of work flows. (A) to (d) are diagrams showing the implementation status. It is a flowchart explaining the whole operation of a document management server.

<Explanation of the overall configuration of the information processing system>
Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings.
FIG. 1 shows an overall configuration example of an information processing system to which the present embodiment is applied.
In the information processing system 1 shown in the figure, terminal devices 10a, 10b, 10c, and 10d are connected to the network 90. Further, a document management server 50 is connected to the network 90.

In FIG. 1, terminal devices 10a, 10b, 10c, and 10d are shown, but when it is not necessary to distinguish between them, they are referred to as terminal devices 10. Further, although four terminal devices 10 are shown in FIG. 1, the number of the terminal devices 10 may be any number as long as they are plural.

The terminal device 10 is an example of an information processing device. Although details will be described later, in the present embodiment, electronic documents are exchanged between the terminal devices 10. As a result, the terminal device 10 receives the electronic document to be viewed by the user and performs a process of passing the electronic document to another user. Further, in FIG. 1, as an example, the terminal device 10a, the terminal device 10b, the terminal device 10c, and the terminal device 10d are in the order receiving department, the manufacturing department, the inspection department, and the shipping department, respectively, and electronic documents are documented among users in each of these departments. Indicates that the delivery will be carried out. Here, the "electronic document" is content using an electronic medium, and includes application content created by application software and scanner content digitized by a scanner. The application contents include document information, image information, video information, and the like. In addition, as scanner contents, there is a paper document digitized by a scanner.
As the terminal device 10, a computer device such as a PC (Personal Computer), a mobile terminal, or a mobile phone can be used.

The terminal device 10 includes a CPU (Central Processing Unit) which is a calculation means, and a main memory and an HDD (Hard Disk Drive) which are storage means. Here, the CPU executes various software such as an OS (Operating System, basic software) and an application program (application software). The main memory is a storage area for storing various software and data used for executing the software, and the HDD is a storage area for storing input data for various software and output data from various software.
Further, the terminal device includes a communication interface for communicating with the outside (hereinafter referred to as "communication I / F"), a display mechanism (display device) consisting of a video memory, a display, etc., a keyboard, a mouse, etc. Equipped with an input device.

The document management server 50 is an example of an electronic document management device. As will be described in detail later, the document management server 50 manages the transfer of electronic documents between a plurality of users. Then, as will be described in detail later, the document management server 50 creates a work flow indicating in what order the electronic documents are delivered based on the document operation log of the delivery. Then, the document management server 50 creates order information based on the work flow.

The network 90 is a communication means used for information communication between each terminal device 10 or between the terminal device 10 and the document management server 50, and is, for example, a LAN (Local Area Network). Further, the present invention is not limited to this, and may be, for example, the Internet.

2 and 3 (a) to 3 (e) are diagrams showing the operation of the information processing system 1.
Of these, FIG. 2 is a diagram showing an example in which an electronic document Db is passed between the terminal devices 10.
3 (a) to 3 (e) are views showing a screen displayed on the display mechanism 15 of the terminal device 10 when the electronic document Db is transferred between the terminal devices 10.

Here, as shown in FIG. 2, the user A of the order receiving department using the terminal device 10a → the user B of the manufacturing department using the terminal device 10b → the user C of the inspection department using the terminal device 10c → the terminal device 10d is used. An example is shown in which the electronic document Db is delivered in the order of the user D in the shipping department. In the present embodiment, the electronic document Db is delivered via a virtual tray for loading and unloading the electronic document Db. Here, it is shown that the electronic document Db is delivered via the tray Ta of the order receiving department, the tray Tb of the manufacturing department, the tray Tc of the inspection department, and the tray Td of the shipping department.

Then, for example, when the user A in the order receiving department uses the terminal device 10a to perform an operation of inserting the electronic document Db into the tray Tb, the electronic document Db reaches the user B in the manufacturing department. Then, when the user B uses the terminal device 10b to perform an operation of taking out the electronic document Db from the tray Tb, the electronic document Db can be viewed.

At this time, for example, the operation performed by the user B using the terminal device 10b is as follows.
As shown in FIG. 3A, for example, the display mechanism 15 of the terminal device 10b displays icons indicated by tray Ta of the order receiving department, tray Tb of the manufacturing department, tray Tc of the inspection department, and tray Td of the shipping department. Will be done. Users A, B, C, and D who operate the terminal device 10 deliver and receive the electronic document Db by inserting and removing the electronic document Db from the trays Ta, Tb, Tc, and Td. The trays Ta, Tb, Tc, and Td are realized by, for example, a shared folder managed by the document management server 50. That is, when each user who operates the terminal device 10 inserts the electronic document Db into any of the trays, the file of the electronic document Db is sent and stored in the shared folder corresponding to this tray. Further, when a user different from the inserted user retrieves the electronic document Db, the file of the electronic document Db stored in this shared folder is sent to the user who fetched the electronic document Db, and the stored file is deleted. Will be done.

When the electronic document Db arrives from the user A of the order receiving department to the user B of the manufacturing department (receives the electronic document Db), as shown in FIG. 3A, the tray Tb of the manufacturing department is filled with "New". The number of unread electronic documents Db is displayed along with the characters. Here, the number of unread electronic documents Db is "4". Further, at this time, the user B may be notified by a pop-up display or a sound that the electronic document Db has arrived.

Then, the user B uses the input device to perform an operation such as double-clicking on the tray Tb. As a result, as shown in FIG. 3B, the window W1 showing the contents of the tray opens, and the thumbnail S of the received electronic document Db is displayed. Here, thumbnails S of four unread electronic documents Db including the received electronic document Db are displayed.

Here, when the user B further performs an operation such as double-clicking on any of the thumbnails S, as shown in FIG. 3C, a window W2 for displaying the contents of the electronic document Db corresponding to the thumbnail S opens. , User B can browse the electronic document Db. This is an operation of taking out the electronic document Db from the tray Tb.

From this state, for example, as shown in FIG. 3D, the user B opens the window W3, and then the instruction sheet (here, the instruction sheet) describing the request or instruction to the user C of the inspection department to pass the electronic document Db. (Illustrated as a "manufacturing instruction"), etc. can be created and attached.

Then, as shown in FIG. 3 (e), when the user B drags and drops the thumbnail S of the electronic document Db to the tray Tc of the inspection department in order to pass the electronic document Db to the user C, the electronic document Db is sent to the user C. Is passed. This is an operation of inserting the electronic document Db into the tray Tc.
On the screen similar to FIG. 3A, the display mechanism 15 of the terminal device 10c displays that the electronic document Db has arrived at the tray Tc of the inspection department.
By repeating the above, the electronic document Db is delivered as shown in FIG. In the above example, the user who took out the electronic document Db from the tray Tb, the user who created the instruction sheet, and the user who inserted the electronic document Db into the tray Tc were all performed by the user B, but the same user. Does not have to be done, for example, may be done by different users in the same department.

<Explanation of terminal device 10 and document management server 50>
Next, the terminal device 10 and the document management server 50 of the present embodiment will be described in detail.
FIG. 4 is a block diagram showing a functional configuration example of the terminal device 10 and the document management server 50. Here, among various functions of the terminal device 10 and the document management server 50, those related to the present embodiment are selected and shown.

The illustrated terminal device 10 includes a document operation log generation unit 110 and a document operation log transmission unit 120.
Further, the document management server 50 shown in the figure has a history acquisition unit 510 for acquiring a work flow, a history storage unit 520 for storing a work flow, a classification / extraction rule storage unit 530 for storing a classification / extraction rule, and an electronic document classification. A classification unit 540 to be performed, a classification list storage unit 550 to store a classification list as a result of classification, an order information creation unit 560 to create order information, and a pattern list to store a pattern list which is a list of order information. It includes a storage unit 570, a history update unit 580 for updating the work flow, and a display information creation unit 590 for creating display information to be displayed on the display mechanism 15.

When the electronic document as shown in FIGS. 2 and 3 is taken out or inserted, the document operation log generation unit 110 generates a document operation log recording the operation contents and acquires the history of the document management server 50. It is transmitted to the unit 510.
The document operation log is, for example, a document name, an operator (user) name, a tray name, operation contents (extraction, insertion, etc.), operation date and time, IP address of the terminal device 10 that performed the operation, and the like. Here, the document operation log is recorded separately when the electronic document is taken out from the tray and when the electronic document is inserted into the tray.

The document operation log transmission unit 120 transmits the document operation log created by the document operation log generation unit 110 to the document management server 50. This document operation log is received by the history acquisition unit 510 of the document management server 50.

The history acquisition unit 510 acquires a work flow that is a history regarding the order of delivery when an electronic document is delivered between a plurality of users. The history acquisition unit 510 can be acquired by creating a work flow based on the document operation log sent from the document operation log generation unit 110. The "history regarding the order of delivery" is a collection of document operation logs when a certain electronic document is tracked, and the document operation logs are arranged in chronological order for each electronic document.

FIG. 5A is a diagram showing an example of a work flow.
Here, the work flow is shown as a list work flow list L1.
The work flow list L1 is composed of items of "document ID", "document name", "location", "user", "operation", and "date and time" from the left. Among them, the "document ID" is identification information given to each electronic document, and is for uniquely identifying the electronic document. The "document name" is the name of an electronic document. Further, the "location" represents the tray used when the electronic document is delivered. Furthermore, the "user" is the name of the user who performed the operation on the electronic document. The "operation" represents the content of the operation on the tray, and is "removed" when the electronic document is taken out from the tray, and "stored" when the electronic document is inserted into the tray. The "date and time" represents the date and time when each operation was performed.

This work flow list L1 arranges tracking logs for one electronic document so that the date and time are newer from the top row to the bottom row, and the electronic documents are delivered in this order. It shows that. In addition, one line is newly added to the lower row each time the electronic document is delivered. That is, when the user takes out the electronic document from the tray or inserts it into the tray, a new line is added to the lower row.

Here, the document ID shows the work flow created when the electronic document of "doc-000001" is tracked. That is, according to this work flow, the electronic document whose document ID is "doc-000001" has the document name "20170308_transportation expense application form" as the first operation, and is placed in the "Tanaka-san tray". The user "Suzuki" performs an operation to "store" and indicates that the date and time is "2017/03/08 09:00:00". And according to this workflow, this electronic document goes through "Tanaka-san tray"->"Tanakatray"->"Yamada-santray"->"Yamadatray"->"officetray"->"officetray" as a tray. , As a user, it shows that it was delivered in the order of "Suzuki"->"Tanaka"->"Yamada"->"Officework". Since the document name of the electronic document can be changed, it is sequentially changed according to the intention of the user. Note that "Tanaka-san tray" and "Tanaka tray", "Yamada-san tray" and "Yamada tray" mean the same tray, but they have different names here because the user can change the name of the tray.
In the illustrated example, the work flow of the electronic document whose document ID is "doc-000001" is extracted, and in reality, the work flow of another document ID also exists.

The history storage unit 520 stores the work flow created by the history acquisition unit 510.

The classification / extraction rule storage unit 530 stores the classification / extraction rules necessary for classifying electronic documents.
FIG. 5B is a diagram showing a classification extraction rule.
Here, the classification / extraction rule is shown as a list of classification / extraction rule list L2. The "classification / extraction rule" is a collection of words used by the classification unit 540, which will be described later, for classifying electronic documents and objects to be examined for classification in order of priority.
This classification extraction rule list L2 is composed of "priority", "target", and "rule" from the left.
In the classification extraction rule list L2, the "rule" is a wording used by the classification unit 540 to classify electronic documents. Here, the words "* application", "* request", "* report", and "* contact" are set. "*" Is a wild card. For example, in the case of "* application", any character string including some character string before the character string of "application" is also applicable. For example, "transportation expense application" and "overtime application" are also included in "* application".
Further, the "target" is a place to which the classification extraction rule in the work flow is applied. Here, it is shown that the "document name" or "location" in the workflow is the target. As will be described in detail later, the classification unit 540 examines whether or not the wording indicated by the "rule" is included in the portion indicated by the "object" in the work flow.
Further, "priority" represents the priority of the classification extraction rule used when classifying electronic documents. As will be described in detail later, the classification unit 540 applies the classification / extraction rule in the order of the numbers shown here to classify the electronic documents.

The classification unit 540 classifies electronic documents based on the work flow created by the history acquisition unit 510. The classification unit 540 classifies, for example, according to the type of electronic document. Further, the classification unit 540 classifies, for example, according to the contents of the electronic document. Further, the classification unit 540 classifies by, for example, the department to which the electronic document is delivered. In the present embodiment, the classification unit 540 classifies by the type of the electronic document. Therefore, the classification unit 540 classifies according to whether or not a predetermined wording is included in the work flow.

The classification unit 540 investigates whether or not the predetermined wording shown in the "rule" is included in the work flow for the part in the work flow indicated by the "target" of the classification extraction rule. Then, the electronic documents are classified according to the result. The order in which the classification unit 540 examines is determined in the predetermined priority order indicated by the priority. Here, the classification unit 540 first examines whether or not the wording of "* application" having a priority of 1 is included in the "document name". If it is not included, the classification unit 540 then examines whether or not the wording of "* request" having a priority of 2 is included in the "document name". After that, the classification unit 540 repeats this in the order of priority. When any of the words is included, the classification unit 540 extracts the keyword corresponding to this word as the "classification name" and assigns the "classification ID" described later.

FIG. 5C is a diagram showing an example in which the results extracted by the classification unit 540 are summarized as a classification list L3.
In the classification list L3, the "classification ID" is the identification information given to the extracted keyword.
Further, the "classification name" is a keyword extracted by the classification unit 540, and here, the keyword extracted according to the rule of "* application" is extracted. That is, "transportation expense application", "overtime application", "goods purchase application", and "business trip advance application" are extracted as keywords corresponding to the wording of "* application". Then, in the present embodiment, this classification ID or keyword is the result of classification for the electronic document. That is, the classification unit 540 classifies electronic documents by keywords including predetermined words.

FIG. 6 is a flowchart illustrating the operation of the classification unit 540.
First, the classification unit 540 acquires a work flow from the history storage unit 520 (step 101).
Next, the classification unit 540 selects one unselected document ID from the work flow (step 102). Then, the classification unit 540 acquires all the data of the work flow matching the selected document ID (step 103). This result is, for example, as shown in FIG. 5 (a). In this case, the document ID is the data of the work flow of "doc-000001".

Next, the classification unit 540 selects one unselected item for one delivery of the electronic document from the work flow data acquired in step 103 (step 104). In the example of FIG. 5A, the classification unit 540 selects one line from this list. The classification unit 540 selects, for example, in order from the earliest date and time.

Then, the classification unit 540 refers to the classification / extraction rule storage unit 530, and examines whether or not the predetermined wording described in the classification / extraction rule is included in the selected workflow (step 105). .. In the example of FIG. 5 (b), the items having a priority of 1 are examined in order.
As a result, if it is included (Yes in step 105), the classification unit 540 extracts the keyword corresponding to this wording and determines whether or not there is one that matches the already created classification name (step 106). .. That is, it is determined whether or not there is a match between the extracted keyword and, for example, the classification name shown in FIG. 5 (c).

Then, if there is a match (Yes in step 106), this classification ID is acquired (step 107).
If there is no match (No in step 106), a new classification ID is set and added to the classification list together with this wording (step 108). Then, this classification ID is acquired (step 109). After this, the process proceeds to step 111.
The classification ID acquired in step 107 and step 109 is a classification ID saved by the history update unit 580, which will be described later, in association with the work flow.

If it is not included in step 105 (No in step 105), the classification unit 540 determines whether or not there is an unselected item in step 104 (unselected line in FIG. 5A) (step). 110).
As a result, if there is an unselected item (Yes in step 110), the process returns to step 104.
On the other hand, when there is no unselected document (No in step 110), the classification unit 540 determines whether or not there is an unselected document ID in step 102 (step 111).
As a result, if there is an unselected document ID (Yes in step 111), the process returns to step 102.
On the other hand, when there is no unselected document ID (No in step 111), a series of processes is terminated.

The classification list storage unit 550 is extracted by the classification unit 540 and stores the classification list shown in FIG. 5 (c).

The order information creation unit 560 creates order information indicating the order of delivery of electronic documents based on a plurality of work flows. Here, the "order information" is information representing the flow of delivery between users for one electronic document. The details will be described later, but in the present embodiment, the order information is a set of information of the number of users who have passed through and the result of classification. That is, the order information creation unit 560 creates order information according to the number of people to whom the electronic document has been delivered. That is, the order information creation unit 560 counts the number of users who have passed through the electronic document and creates order information regardless of the user's attributes. Here, the "user attribute" is identification information for identifying who the user is, and corresponds to, for example, a user's name, a user ID, an employee number, and the like. Therefore, in this case, the order information creation unit 560 can be rephrased as counting the number of users who have passed through the electronic document and creating the order information regardless of who the user is. Further, at this time, it is preferable to create the order information by also using the result of the classification of the electronic document performed by the classification unit 540. Hereinafter, these matters will be described in detail.

The order information creation unit 560 extracts a pattern of the order of delivery of electronic documents from the work flow. Here, the "pattern" is a type included in the order of delivery of electronic documents. Further, the order information creation unit 560 obtains the number of users via which the electronic document has passed from this pattern. Further, the order information creation unit 560 uses the number of users who have passed through and the result of the above classification as order information. That is, in the present embodiment, the order information is information on a set of the number of users who have passed through and the result of classification. Then, the order information creation unit 560 lists the set of the number of people and the result of classification, and creates a pattern list. That is, the pattern list is a list of a plurality of order information.

7 (a) to 7 (f) are diagrams showing a method in which the order information creation unit 560 extracts a pattern of the order of delivery of electronic documents from the work flow.
Here, (a) shows an example in which an electronic document is delivered in the order of user A → user B → user C via two trays T. Further, (b) shows an example in which an electronic document is delivered in the order of user D → user B → user E via two trays T.
In this case, in (a) and (b), the order of delivery by the user is clear, and the pattern can be extracted (whether or not the pattern can be extracted is "possible"). Further, in (a) and (b), the users are different from each other, but the number of users passing through is the same for three people. Therefore, in this embodiment, in this case, it is treated as the same pattern. Here, user B is included in common, but all users may be different.

Further, in the present embodiment, the order information creating unit 560 does not consider anything other than the user when creating the order information. For example, (c) shows an example in which an electronic document is delivered in the order of user A → user B → user C, starting from tray T. Further, (d) shows an example in which an electronic document is delivered in the order of user A → user B → user C and ends in the tray T.
In this case, in (c) and (d), the order of delivery by the user is clear, and the pattern can be extracted (whether or not the pattern can be extracted is "possible"). Also in the cases of (c) and (d), the number of users passing through is three. Therefore, the cases (c) and (d) are also treated as having the same pattern as (a) and (b). That is, the order information creation unit 560 treats the tray T as redundant data and creates order information according to the number of users passing through.

Further, in the present embodiment, when the transfer of the same order by a plurality of the same users is included a plurality of times, the order information creation unit 560 creates the order information once at this point. That is, when the same pattern is repeated, the order information creating unit 560 treats it as one time and creates the order information. For example, (e) shows an example in which an electronic document is delivered in the order of user A → user B → user A → user B → user C. Among them, the portion from user B to user A occurs, for example, when an electronic document is returned. Then, the location of user A → user B is repeated twice, but the order information creation unit 560 treats this as one time and creates order information. That is, the order information creation unit 560 considers that the electronic document is delivered in the order of user A → user B → user C. This can be rephrased as the order information creating unit 560 creating the order information in the order in which there is no remand when the electronic document is remanded. As described above, in the present embodiment, regardless of who the user is, this is the processing in principle for creating the order information. However, when there is a remand as in (e), it is an exception process that determines who the user is.
In this case, in (e), the order of delivery by the user is clear, and the pattern can be extracted (whether or not the pattern can be extracted is "possible"). Also in this case, the number of users passing through is three, and it is treated as having the same pattern as (a) to (d). As a result, even when the electronic document is sent back, the pattern of delivery of the electronic document can be extracted.

When the order information creation unit 560 cannot correctly grasp the flow of the user in the delivery of the electronic document, the order information is not created because the above pattern cannot be extracted. For example, (f) shows an example in which an electronic document is delivered in the order of user A → user B → user C. However, it indicates that there is no information in the work flow in which the user B retrieves the electronic document from the tray T.
In this case, the transfer of the electronic document between the user A and the user B is unknown. Therefore, in (f), the order of delivery by the user is unclear, and the pattern cannot be extracted (the pattern can be extracted or not is "impossible"). Therefore, the order information creation unit 560 does not create the order information. This can be rephrased as saying that the sequence information creation unit 560 does not create sequence information when there is a lack of information passed between users of the electronic document in the workflow. As described above, in the present embodiment, order information is created according to the number of users. However, even if the number of users is clear as in (f), if there is a lack of information for passing between users of the electronic document, an exception process is performed in which the order information is not created.

FIG. 5D is a diagram showing an example of a pattern list.
The illustrated pattern list L4 shows an example in which order information is created based on the number of users who have passed through and the result of classification, and the order information is listed to create the pattern list L4. Among them, the "number of people" is the number of users who have passed through when the electronic document is delivered. The "pattern ID" is identification information given to the number of people. That is, if the number of users is different, different pattern IDs will be obtained.

In the present embodiment, different pattern IDs are assigned to each classification ID that is the result of classification. In this case, for example, it is shown that there are three patterns of four people, five people, and three people for the one with the classification ID "000001" (the one with the classification name "transportation expense application"). And each of them is given a pattern ID of "1", "2", and "3". Further, it is shown that there was one pattern in which the number of people was four for the one with the classification ID of "000002" (the one with the classification name of "overtime application"). And the pattern ID of "1" is given to this.
It can also be said that the order information creating unit 560 associates the information of the number of people with each information representing the keyword, and creates a set of the information representing the keyword and the information of the number of people as the order information.

FIG. 8 is a flowchart illustrating the operation of the order information creating unit 560.
First, the order information creation unit 560 acquires a classification list from the classification list storage unit 550 (step 201). This is shown in FIG. 5 (c), for example.
Next, the order information creation unit 560 selects one unselected classification ID from the classification list (step 202). Then, the order information creation unit 560 acquires all the data of the work flow matching the classification ID selected from the history storage unit 520 (step 203).

Further, the order information creation unit 560 acquires a list of document IDs from the acquired work flow (step 204).
Next, the order information creation unit 560 selects one unselected document ID from the list of document IDs acquired in step 204 (step 205).
Then, the sequence information creation unit 560 acquires all the data of the work flow matching the document ID selected in step 205 (step 206). This is, for example, the one shown in FIG. 5 (a). That is, this is the data of the work flow in which the classification ID is "000001" (the classification name is "transportation expense application") and the document ID is "doc-000001".

Next, the order information creation unit 560 extracts a pattern from the work flow data acquired in step 206, and obtains the number of users who have passed through (step 207). In the case of Fig. 5 (a), there are four people: Suzuki, Tanaka, Yamada, and clerical staff.

Then, the order information creation unit 560 determines whether or not the pattern could be extracted in step 207 (step 208).
As a result, when the pattern can be extracted (Yes in step 208), it is determined whether or not the number of users for this classification ID exists in the pattern list as shown in FIG. 5 (d) (step 209). ..
If it exists (Yes in step 209), this pattern ID is acquired (step 210).
On the other hand, if it does not exist (No in step 209), a new pattern ID is set and added to the pattern list (step 211). Then, this pattern ID is acquired (step 212). After this, the process proceeds to step 214.
The pattern ID acquired in step 210 and step 211 is a pattern ID saved by the history update unit 580, which will be described later, in association with the work flow.

If the pattern cannot be extracted in step 208 (No in step 208), the order information creation unit 560 determines whether or not there is an unselected document ID in step 205 (step 213).
As a result, if there is an unselected document ID (Yes in step 213), the process returns to step 205.
On the other hand, when there is no unselected document ID (No in step 213), the order information creation unit 560 determines whether or not there is an unselected classification ID in step 202 (step 214).
As a result, if there is an unselected classification ID (Yes in step 214), the process returns to step 202.
On the other hand, when there is no unselected classification ID (No in step 214), a series of processes is terminated.

The pattern list storage unit 570 stores the pattern list created by the order information creation unit 560.

The history update unit 580 stores the sequence information in association with the work flow shown in FIG. 5A.
FIG. 5 (e) shows an order information grant list L5 in which order information (in this case, a classification ID and a pattern ID) is associated with the work flow shown in FIG. 5 (a). The order information addition list L5 is obtained by adding order information to the work flow list L1 of FIG. 5A.
Here, since the document name of the electronic document includes the wording of "transportation expense application", the classification unit 540 determines that it corresponds to "* application" of priority 1 of the classification extraction rule shown in FIG. 5 (b). .. Therefore, as shown in FIG. 5 (c), the classification unit 540 assigns "000001" as the classification ID. Further, since there are four users passing through, Suzuki, Tanaka, Yamada, and office work, the order information creation unit 560 assigns "1" as the pattern ID as shown in FIG. 5 (d).

The display information creation unit 590 creates display information for displaying the order information by the display mechanism 15.

9 (a) to 9 (c) are views showing an example of a screen displayed by the display mechanism 15.
As shown in the figure, here, among the order information, an example in which the transportation expense application having the classification ID “000001” is displayed in an easy-to-understand manner is shown.
At this time, the display information creation unit 590 displays the number of people for each classification result. In the example shown here, (a) is displayed in the area R1 of the display mechanism 15 with the display of the number of people whose pattern ID is "1" as "pattern: 1". Here, the number of users is four, and this number is displayed by the number of dark-colored user icons U1 (4). As will be described in detail later, the light-colored user icon U2 is not counted as the number of users here.
In (b), the display of the number of people whose pattern ID is "2" is displayed in the area R2 of the display mechanism 15 as "pattern: 2". Here, the number of users is 5, and this number is indicated by 5 user icons U1.
Further, in (c), the display of the number of people whose pattern ID is "3" is displayed in the area R3 of the display mechanism 15 as "pattern: 3". Here, the number of users is three, and this number is indicated by three user icons U1.

The method of displaying the number of people is not particularly limited. For example, the number of people may be displayed numerically. Alternatively, some mark may be displayed and the number of people may be expressed by the number, length, and size of the marks. As a method of displaying the number of people by the number of marks, for example, the number of people is expressed by the number of user icons U1 as marks. In addition, a star mark or a tile mark may be used as another example of the mark, and the number of people may be expressed by the number of star marks or tiles. Further, as a method of displaying the number of people by the length of the mark, for example, an indicator is used as a mark, and the number of people is displayed by the length of the indicator. In this case, the longer the indicator, the larger the number of people. As a method of expressing the number of people by the size of the mark, the user icon U1, the star mark, and the tile mark described above may be used as the mark, and the number of people may be displayed by the size of the mark. In this case, the larger the size of the mark, the larger the number of people.

That is, FIG. 9 specifically shows the number of people to whom the corresponding electronic document is delivered for each pattern ID. As a result, it is possible to more easily grasp the unity and relationship of the flow (workflow) of the electronic document for each order information. Here, it is also shown that the respective implementation ratios (indicated as "ratio" in the figure) were 50%, 30%, and 5%, respectively.

Further, in the present embodiment, the display information creation unit 590 creates display information so that when there is a matching portion in a plurality of work flows, a plurality of order informations are combined (merged) and displayed. This makes it possible to collectively grasp the flow (workflow) of similar electronic documents.

10 (a) to 10 (c) are views showing a method of synthesizing a plurality of work flows.
Here, an example of synthesizing (merging) the work flow shown in FIG. 10 (a) and the work flow shown in FIG. 10 (b) is shown. Note that the tray is not shown here.

FIG. 10A is a work flow in which the user A is the starting point, the user B is sandwiched between them, and the user C is the ending point. That is, it means that the electronic documents are delivered in the order of user A → user B → user C by the three users A, B, and C.

Further, FIG. 10B is a work flow in which the user A is the starting point, the user D and the user E are sandwiched between them, and the user C is the ending point. That is, the four users A, D, user E, and user C delivered an electronic document having the same classification ID as in FIG. 10A in the order of user A → user D → user E → user C. It means that.

In FIG. 10A and FIG. 10B, the starting point user A and the ending point user C are the same. On the other hand, in FIGS. 10 (a) and 10 (b), the user sandwiched between them is user B in FIG. 10 (a), whereas in FIG. 10 (b), user D and user E. It differs in that it is.

In this case, the start point and end point users match in the plurality of workflows. And the user is different between the starting point and other than the ending point. Therefore, it can be said that these two work flows have similar patterns. The display information creation unit 590 combines (merges) the order information created based on FIG. 10A and the order information created based on FIG. 10B, and displays the display information. create. Specifically, the order information is combined (merged) when the number of users is 3 and when the number of users is 4. As a result, an array of user icons U1 as shown in FIG. 10 (c) is created.

When the display information creation unit 590 combines (merges) the sequence information, it is divided into a start point user, an end point user, and a user between the start point and the end point as described above, and if there is a user who matches any of them, the composition is performed. You can use the (merge) method. However, the present invention is not limited to this, and if any part of the plurality of work flows matches, the composition (merge) can be performed. As described above, in the present embodiment, it does not matter who the user is in principle for creating the order information. However, when the display information creation unit 590 synthesizes (merges) the order information to create the display information, it is an exception process for determining who the user is.

Then, in FIG. 9, along with the result of synthesizing (merging) the order information, the number of people corresponding to the pattern ID is displayed as a dark-colored user icon U1, and the number of people who do not correspond is displayed as a light-colored user icon U2. The order information is displayed in a light color. That is, the display information creation unit 590 creates display information for displaying the work flow actually executed and the work flow not executed separately for each order information. As a result, when similar electronic document flows (workflow) are displayed together, the corresponding electronic document flow (workflow) and the non-corresponding electronic document flow (workflow) can be distinguished and grasped for each order information. Can be done.

Further, in the present embodiment, the display information creation unit 590 creates display information indicating the implementation status corresponding to the order information. Here, the "implementation status" is information indicating the implementation status of the work flow corresponding to the sequence information. Therefore, the display information creation unit 590 can be regarded as a display control unit that controls to display the implementation status in the order of delivery of electronic documents based on a plurality of histories.
11 (a) to 11 (d) are diagrams showing the implementation status.
The implementation ratio described above is also an example of the implementation status.
Further, FIG. 11A is the same diagram as that of FIG. 9A. The implementation status can be displayed by selecting "details" in FIG. 11A by clicking or the like. That is, here, the implementation status is displayed for each number of people to whom the electronic document has been delivered and the result of classification.

FIG. 11B is a diagram showing an example of an implementation status displayed by selecting “Details” in FIG. 11A.
The illustrated implementation status is displayed, for example, in the area R4 of the display mechanism 15. This implementation status is, for example, business data, and the average lead time, delay rate, and the like are displayed. Here, it is shown that the average lead time of pattern: 1 was 2 hours and 35 minutes. Further, here, the target value of the lead time is displayed together with the average lead time, indicating that the lead target value was 1 hour and 30 minutes. Furthermore, since the average lead time has not reached the target value, a "!" Mark is displayed as a warning display. In this case, the administrator or the like may be notified by e-mail or the like. And here, it is shown that the delay rate with respect to the target value was 3%. Further, here, the target value of the delay rate is displayed together with the delay rate, indicating that the target value was 5%. Furthermore, since the delay rate has reached the target value, a good mark in the shape of a hand is displayed.

FIG. 11 (c) is a diagram showing another example of the implementation status displayed by selecting the “details” of FIG. 11 (a).
The illustrated implementation status is displayed, for example, in the area R5 of the display mechanism 15. This implementation status is a work flow list corresponding to the order information of FIG. 11 (a). Here, the order of the users to whom the electronic document is delivered is displayed as the work flow corresponding to pattern: 1. For example, when the user icon U1 is selected by clicking or the like, the user at this position can use it as the implementation status. The tray is displayed as a template. The illustrated implementation status is displayed, for example, in the area R6 of the display mechanism 15.

When displaying the implementation status, the display information creation unit 590 controls to display the implementation status once when the same order of delivery by a plurality of the same users is included multiple times. Is preferable. Further, it is preferable that the display information creating unit 590 controls to display the implementation status in the order in which there is no remand when the electronic document is remanded. Further, it is preferable that the display information creation unit 590 controls not to display the implementation status when there is a lack in the information of the transfer of the electronic document between the users in the history.

<Explanation of the overall operation of the document management server 50>
Next, the overall operation of the document management server 50 will be described.
FIG. 12 is a flowchart illustrating the overall operation of the document management server 50.
First, the history acquisition unit 510 acquires the document operation log from the terminal device 10 (step 301). Then, the history acquisition unit 510 creates a work flow based on the document operation log (step 302).
Further, the history acquisition unit 510 saves the created work flow in the history storage unit 520 (step 303).

Next, the classification unit 540 classifies electronic documents based on the work flow created by the history acquisition unit 510 (step 304). At this time, the classification unit 540 classifies the electronic document according to the classification / extraction rule stored in the classification / extraction rule storage unit 530. Then, the classification unit 540 summarizes the classification results as a classification list and stores it in the classification list storage unit 550. Classification of electronic documents can be performed by the method described with reference to FIG.

Then, the order information creation unit 560 creates order information indicating the order of delivery of electronic documents based on a plurality of work flows (step 305). At this time, the order information creation unit 560 creates order information based on the number of users who have passed through and the result of classification of electronic documents. Then, the order information creation unit 560 collects the order information as a pattern list and stores it in the pattern list storage unit 570. The order information can be created by the method described with reference to FIG.

Next, the history update unit 580 stores the classification result (classification ID) obtained in step 304 and the number of users (pattern ID) obtained in step 305 in association with each other in the work flow (step 306). ..

Then, the display information creation unit 590 creates display information indicating the implementation status corresponding to the order information (classification ID, pattern ID) (step 307).

This display information is sent from the display information creation unit 590 to the display mechanism 15 (step 308). As a result, the display mechanism 15 displays a screen as described with reference to FIGS. 9 and 11.

In the case of the present embodiment, when creating order information indicating the order of delivery of electronic documents, it is possible to create order information suitable for grasping the entire business. Further, by further classifying electronic documents, it becomes easier to grasp the entire business. That is, in the present embodiment, electronic documents are classified according to the classification and extraction rules based on the work flow. Furthermore, based on the work flow, the number of users via which the electronic document has passed is calculated. Then, order information is created from the number of users who have passed through and the result of classification. As a result, it is possible to extract the unity and association of the flow (workflow) of the electronic document. Moreover, since the order information can be created automatically, the administrator or the like does not need to be aware of the order information.
Further, the order information can be displayed on the display device. This makes it easier for an administrator or the like to grasp the entire business, for example. Then, it becomes easy to find an unnecessary electronic document flow (workflow) and find an electronic document flow (workflow) that violates the rules. As a result, it is possible to improve the efficiency of work.

<Program description>
The processing performed by the document management server 50 is realized by the CPU of the document management server 50 executing various software.
Therefore, the processing performed by the document management server 50 includes a history acquisition function for acquiring a history regarding the order of delivery when the electronic document is delivered to the computer among a plurality of users, and a history acquisition function for acquiring the electronic document based on the plurality of the above-mentioned histories. It can also be regarded as a program for realizing a display control function that controls to display the implementation status of the order of delivery.

1 ... Information processing system, 10 ... Terminal device, 15 ... Display mechanism, 50 ... Document management server, 110 ... Document operation log generation unit, 120 ... Document operation log transmission unit, 510 ... History acquisition unit, 520 ... History storage unit, 530 ... Classification extraction rule storage unit, 540 ... Classification unit, 550 ... Classification list storage unit, 560 ... Order information creation unit, 570 ... Pattern list storage unit, 580 ... History update unit, 590 ... Display information creation unit

Claims (8)

A history acquisition unit that acquires a history regarding the order of delivery when an electronic document is delivered between multiple users, and a history acquisition unit.
A classification unit that classifies electronic documents based on the history,
A display control unit that controls to display the implementation status of the order in which the electronic documents are delivered based on the plurality of histories according to the number of people to whom the electronic documents are delivered and the result of the classification .
Electronic document management device equipped with. The electronic document management device according to claim 1 , wherein the classification unit classifies by whether or not a predetermined wording is included in the history. The classification unit classifies the electronic document according to a keyword including the predetermined wording.
The electronic document management device according to claim 2 , wherein the display control unit controls to display the implementation status for each set of the keyword information and the number of people information. The electronic document management device according to claim 1, wherein the display control unit controls so as not to display the implementation status when there is a lack of information in passing information between users of the electronic document in the history. .. The electronic according to claim 1, wherein the display control unit controls to display the implementation status with this location as once when a plurality of delivery in the same order by the same user is included a plurality of times. Document management device. The electronic document management device according to claim 1, wherein the display control unit controls to display the implementation status in the order in which there is no remand when the electronic document is remanded. An information processing device that receives an electronic document to be viewed by a user and passes the electronic document to another user.
An electronic document management device that manages the transfer of the electronic document between a plurality of users, and an electronic document management device.
Equipped with
The electronic document management device is
A history acquisition unit that acquires a history regarding the order of delivery when the electronic document is delivered between a plurality of users, and a history acquisition unit.
A classification unit that classifies electronic documents based on the history,
A display control unit that controls to display the implementation status of the order in which the electronic documents are delivered based on the plurality of histories according to the number of people to whom the electronic documents are delivered and the result of the classification .
Information processing system equipped with. On the computer
A history acquisition function that acquires the history of the order of delivery when an electronic document is delivered between multiple users, and a history acquisition function.
A function for classifying electronic documents based on the history, and
A display control function that controls the implementation status of the order in which the electronic documents are delivered based on the plurality of histories according to the number of people to whom the electronic documents are delivered and the result of the classification, and a display control function.
A program to realize.

Images