KR100393329B1 - Method to handle the received electronic documents - Google Patents

Abstract

The present invention relates to a method for managing a received electronic document, and more particularly, to a method for managing an attached document in the form of various electronic documents, which is used for a server providing a service through a communication network such as the Internet and submitted to each customer.

The present invention, the procedure for setting the storage space for the customer requesting the service and recording the list of documents to be submitted by the customer, when the electronic document is received through the communication network and interpreted and stored in the storage space of the customer, A procedure that indicates that this attachment has been received in the list of attachments that the client is required to submit, a procedure for investigating that all attachments that the client is required to submit have been received, and, if received, all attachments that the client must submit It includes a procedure for automatically notifying the client computer of the person in charge of the customer.

According to the present invention, in a service that allows on-line submission of attached documents through a communication network, the person in charge can automatically notify the status of receiving all the attached documents for each customer. Accordingly, it is possible to prevent a worker from wasting time consuming to confirm whether or not to submit documents for each customer, thereby improving work efficiency.

Description

Method to handle the received electronic documents}

The present invention relates to a method for managing a received electronic document, and more particularly, is performed in a server that provides a schedule service such as a loan on-line by connecting to a computer of each customer through a communication network such as the Internet, thereby allowing each customer to communicate with the communication network. By checking attachments in the form of electronic documents submitted through the system and automatically notifying all of the attached documents when they are received, the person in charge can solve the inconvenience of having to check the attached documents at any time. It is about how it can be.

With the development of communication networks such as the Internet, many tasks are being improved so that they can be handled directly on-line without visiting a branch. For example, in order to obtain a loan from the bank, the customer had to visit the bank in person and consult with them, and submit various documents with them. .

On the other hand, even if various services are developed to be performed on-line through a communication network, in order to provide the services, it is not necessary to submit various attached documents. For example, the bank's credit business requires various attachments such as a certified copy of the register, a building manager, a city planning confirmation, a public notice of land price, and a copy of resident registration.

In order to allow such documents to be submitted on-line through a communication network, a legal type is given to an electronic document, and then a document type definition (DTD) is used to specify the type or type of each document. Efforts are racing.

However, even if it is possible to submit documents by such an electronic document, it is convenient to transmit and receive documents electronically through a communication network such as the Internet, but it is inconvenient for each service subject (for example, a bank credit officer). This still exists. That is, there is not much time for checking the attachments in the form of electronic documents sent by each customer from time to time, sorting out the attachments submitted by each customer, or checking whether all necessary attachments have arrived. There is a problem that consumes and lowers work efficiency. To do this, even if each customer is required to send the attached documents in batches, this gives the customer the inconvenience of having to collect all the documents on their own and cannot be a fundamental solution to the problem.

Accordingly, the present invention has been proposed to solve the above problems, it is to automatically determine whether all the attachments received by examining the attachments in the form of electronic documents received through the communication network, when all the attachments are received By informing the person in charge of the customer, the purpose is to provide a way to solve the inconvenience that the person in charge needs to check whether the customer's attached documents are submitted from time to time.

In order to achieve the above object, the management method of the received electronic document according to the present invention is applied to a service that allows to submit various attached documents in the form of an electronic document through a communication network, such a service through a communication network This is the procedure that takes place on the server that provides

The present invention provides a first procedure for setting a schedule storage space for a customer who has received the service in storage associated with the user and recording a list of attached documents to be submitted by the customer; When an electronic document is received through the communication network, the received electronic document is interpreted to determine which customer the electronic document is for and stored in the storage space of the corresponding customer, and the attached document is included in the list of attached documents to be submitted by the customer. A second procedure of indicating that a is received; A third step of investigating whether all the attached documents to be submitted by the customer have been received for the customer in the second procedure; And a fourth step of automatically informing the client computer of the person in charge of the customer if all the attached documents to be submitted by the customer are received as a result of the investigation in the third step.

The present invention is preferably implemented by a computer program installed in the server and capable of performing each procedure described in the first to fourth procedures, and stored and distributed in a predetermined computer readable recording medium. Can be.

1 is a schematic diagram of a system connected to a communication network;

2 is a flowchart of a preferred embodiment of the present invention;

3 is a configuration example of a program for carrying out the present invention;

4 is a flowchart of an embodiment of a first procedure;

5 is a flowchart of an embodiment with an issuing document issuing agency;

6 shows a flowchart of an embodiment relating to the second to fourth procedures.

* Explanation of symbols for main parts of the drawings

10: customer computer 20: communication network

30,40-1,40-2: Server: 30-1: Client

30-2: storage 31: communication unit

32: Home Page 33: Electronic Document Management

34: electronic document analysis unit 35: notification unit

Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings.

1 is a schematic diagram of a system connected to a communication network, in which the server 30 to which the present invention is applied is connected to each customer computer 10 through a communication network 20 to provide on-line service related to a unique task. do. A preferred example of the communication network 20 is the Internet, and each customer connects to the server 30 via the Internet and uses a service provided by the company.

Hereinafter, a specific embodiment will be described through the credit service of the bank. However, examples of banks are merely to aid in an accurate understanding of the description, and the present invention is not limited to banks. That is, the present invention can be applied to servers of all companies (or individuals) that receive various attached documents in the form of electronic documents through the communication network 20. In addition, the server which applies this invention is called server A30. Then, in the bank example, server A 30 becomes a server of the bank, and each customer accesses server A 30 to perform on-line services such as account inquiry, cash service, transfer, and loan provided by the bank. I use it.

Server A (30) will request that the attached documents be submitted within a certain timeframe if the customer (e.g. loan) requires a specific attachment, and the customer will visit the bank directly and submit the attachment. It may also be submitted as an electronic document through the communication network 20.

To submit an attached document, each client requests on-line to the server (40-1, 40-2) of the organization that issues the document, and the attached document issued by the server (40-1, 40-2) of the institution. Can be sent directly to the server A (30), the customer receives the corresponding document from the server (40-1, 40-2) of each institution through his computer (10) and he himself is the server A (30) ), You can also submit the attached documents.

At this time, the servers 40-1 and 40-2 of the issuing document issuing server and the server A 30 use the document type definition (DTD) protocol of the same type. Bibliographic matters according to the type definition protocol are included. Such bibliographic information is generally inserted in the header of the electronic document, and may include information such as customer information, issue date, type of document, expiration date, and electronic signature of the customer or issuer.

Referring to Figure 2 will be described a preferred embodiment according to the present invention.

First, the server A 30 sets a schedule storage space for a customer who has received a service such as a loan in the storage 30-2 interworking with the server A 30 and records a list of attached documents to be submitted by the customer (S10: First procedure).

On the other hand, the server A 30 is a function independent of the first procedure, waiting to receive the electronic document through the communication network 20. When the electronic document is received while waiting, the received electronic document is interpreted to determine which customer the electronic document is for, and then stored in the storage space of the corresponding customer set in the first step (S10), and the customer should submit the attached document. The list of documents indicates that the corresponding attached document has been received (S20: Second Procedure).

Whenever the attached document arrives in the second procedure (S20), the server A (30) checks whether all the attached documents to be submitted by the customer have been received (S30: Third procedure).

In addition, when the server A 30 receives all the attached documents to be submitted by the customer as a result of the investigation in the third procedure S30, the server A 30 automatically sends it to the client computer 30-1 of the person in charge of the customer. (S40: fourth procedure).

As described above, the first to fourth procedures S10 to S40 are performed by the server A 30, and are preferably implemented by a computer program installed and operated on the server A 30. Of course, the computer program is to operate in conjunction with the corresponding hardware components of the server A (30), and the linkage between the hardware and the program that performs the function is already well-known technology will be described below with a focus on the computer program. .

The computer program for performing such a function has a unique on-line service through a communication unit 31 and a communication network 20 (Internet: Internet) which exchange data with the outside via the communication network 20 as shown in the embodiment shown in FIG. On the contents analyzed by the home page 32, an electronic document analysis unit 34 for extracting bibliographic matters by analyzing an electronic document received through the communication unit 31 from the outside, All the attachments of the customer to the client computer 30-1 of the person connected to the server A (30), the electronic document management unit 33, which stores the received electronic document in the corresponding storage space of the storage (30-2) It may be composed of a notification unit 35 for notifying that the documents have arrived.

Now, the procedure of performing the present invention will be described in detail with reference to the embodiment shown in FIG.

An embodiment of the first procedure S10 will be described in detail with reference to FIG. 4.

When the customer accesses the home page 32 operated by the server A 30 through the communication network 20 (Internet) using the customer computer 10, the home page 32 provides basic services related to its own work. Provided (S11). When the customer uses the basic service and applies for a specific service (eg, a loan service at a bank) (S12), the home page 32 requests the customer computer 10 to input customer information necessary for the service. (S13), the customer inputs the requested customer information (S14).

Then, the home page 32 determines whether all required items have been input from the customer computer 10 (S15), and if all required items have not been entered, the process proceeds to step S13 and requests to input all required items. If all required items are entered, the customer computer 10 informs the user of the necessary items such as the types of documents required for the service and the submission date (S16). For example, in the case of real estate mortgage loans by banks, a message is sent to transmit an attached document such as a certified copy of the register, a building manager, a city planning confirmation, a notice of land price confirmation, and a resident registration.

Then, the home page 32 transmits the customer information that has received the service and information on the list of necessary attached documents to the electronic document management unit 33 (S17), and the electronic document management unit 33 stores the storage 30-2. ) Sets the storage space of the customer, and records the list of necessary documents (S18). This storage space is used as a space for storing the attached documents in the form of electronic documents received from the server 40-1, 40-2 of the customer or each document issuing agency.

5 will be described an outline of a procedure performed with the document issuing authority.

In the first step (S10), the client accesses the server A 30 to receive the service, and the customer who is requested to submit the attached document is the server of the organization that issues the attached document (for example, servers B-1 and 40-1). (S19-1). The server B-1 (for example, 40-1) requests the server A 30 to transmit the attached document (S19-2).

Then, the server B-1 40-1 requests from the customer computer 10 to input customer information necessary for issuance of the attached document, and receives the customer information from the customer computer 10 (S19-3, S19-4).

Now, server B-1 40-1 determines whether all required items have been entered from the customer computer 10 (S19-5), and if all required items have not been entered, the process proceeds to step S19-3 and all required items. When the required items are entered, all the required items are entered, and the attached documents requested by the customer are prepared in the form of an electronic document (S19-6) and transmitted to the server A (30) (S19-7). At this time, the bibliographic information on the document, such as customer identification information, document type, and expiration date, is inserted into the electronic document according to the document type definition (DTD) protocol.

Of course, server A and the server of each issuing authority must follow the same document type definition (DTD) format. The electronic document into which the bibliographic matter is inserted is received through the communication unit 31 of the server A 30 and transmitted to the electronic document analyzing unit 34 (S19-8).

The second to fourth procedures will be described in detail with reference to FIG. 6.

The electronic document analyzing unit 34 that receives the electronic document from the customer computer 10 or the server B-1 40-1 analyzes the header field of the received electronic document as a whole or more easily, thereby identifying the customer identification information and the document. Information such as the type and expiration date is extracted (S21).

If the electronic document is within the valid period (S22), the main document and bibliographic matters of the electronic document are transferred to the electronic document management unit 33 (S23).

Then, the electronic document management unit 33 stores the electronic document in the storage space of the customer set in the storage 30-2 in the first step (S10), and the document is included in the list of attached documents that the customer should submit. Indicates that it has been submitted (S24).

Steps S21 to S24 are embodiments of the second procedure S20.

On the other hand, the electronic document management unit 33 determines whether all the attached documents for the customer is received as a result of receiving the electronic document in the second procedure (S20) (S30).

As a result of the determination in the third procedure S30, when the server A 30 receives all the attached documents for the customer, the server A 30 notifies the notification unit 35 of the attachment document (S41). Then, the notification unit 35 transmits a message informing this to the client computer 30-1 of the person in charge of the customer (S42). At this time, the representative for each customer should be defined and can be stored in the corresponding storage space according to the service flow of each service provider.

Here, the form of the message transmitted to the client computer 30-1 by the notification unit 35 is configured as a message (text, image, video, etc.) indicating that all the attached documents for the customer are received on the screen of the client computer. Can be. In addition, it is more preferable to output a predetermined sound through the speaker of the client computer (30-1), so that the person in charge can check it during other work.

On the other hand, the computer program installed in the server A (30) to carry out the present invention requires a list of customer information received the service and attached documents to be submitted by the customer in order to perform the first procedure (S10). The information is preferably configured to be received from a home page 32 providing on-line service to each customer computer 10 via a communication network 20 (Internet).

That is, when the home page 32 receives the service through the Internet, the home page 32 passes the corresponding customer information and the attached document list to the electronic document manager 33.

Using the present invention, in a service that allows on-line submission of attached documents through a communication network, the person in charge can automatically inform the customer whether all attached documents have been received.

Accordingly, it is possible to prevent a worker from wasting time consuming to confirm whether or not to submit documents for each customer, thereby improving work efficiency.

Claims (4)

An electronic document received from each customer computer when providing a service related to a schedule work by using a server connected to each customer computer through a communication network, and submitting an attached document required for the service in the form of an electronic document. In the method of managing, A first procedure of setting, by the server, a predetermined storage space for the customer who applied for the service in storage associated with the server, and recording a list of attached documents to be submitted by the customer; When the electronic document is received through the communication network, the server interprets the header of the received electronic document according to the document type definition (DTD) protocol to determine which customer is the electronic document, and stores it in the storage space of the corresponding customer. A second procedure indicating that the attachment has been received in the list of attachments that this client is to submit; A third procedure for the server to check whether all attachments to be submitted by the customer have been received for the customer in the second procedure; And The server includes a fourth procedure for automatically informing the client computer of the person in charge of the customer when all the attached documents to be submitted by the customer are received as a result of the investigation in the third procedure. How to manage received electronic documents. The method of claim 1, The fourth procedure may include at least one of outputting a message indicating that the reception of the attached document for the customer is terminated on the client computer screen of the corresponding person, and outputting a predetermined sound at the client computer. The management method of the received electronic document. A computer-readable recording medium installed in the server and recording a computer program capable of performing the first to fourth procedures according to any one of claims 1 and 2. The method of claim 3, wherein The computer program for performing the first procedure is a home that provides the service to each customer computer through the communication network with a list of the service receipt customer information and the attached documents to be submitted by the customer for performing the first procedure. And a computer readable recording medium configured to receive from a page.