WO2018116401A1 - Asset management system, asset management method, and program - Google Patents

Asset management system, asset management method, and program Download PDF

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Publication number
WO2018116401A1
WO2018116401A1 PCT/JP2016/088098 JP2016088098W WO2018116401A1 WO 2018116401 A1 WO2018116401 A1 WO 2018116401A1 JP 2016088098 W JP2016088098 W JP 2016088098W WO 2018116401 A1 WO2018116401 A1 WO 2018116401A1
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WIPO (PCT)
Prior art keywords
information
asset
product
database
purchase
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PCT/JP2016/088098
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French (fr)
Japanese (ja)
Inventor
俊二 菅谷
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株式会社オプティム
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Publication date
Application filed by 株式会社オプティム filed Critical 株式会社オプティム
Priority to PCT/JP2016/088098 priority Critical patent/WO2018116401A1/en
Priority to JP2018514471A priority patent/JP7068742B2/en
Publication of WO2018116401A1 publication Critical patent/WO2018116401A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Definitions

  • the present invention relates to an asset management system, asset management method, and program for learning user purchase information related to electronic commerce and performing asset management on the Internet.
  • the inventor analyzes the email received by the user at the time of purchase and learns the received email when registering the purchase information in the asset management system.
  • the present invention comprises an asset database and an accounting information database, and in an asset management system for managing asset of a target user, asset management for performing asset management on the Internet by learning user purchase information related to electronic commerce It is an object to provide a system, an asset management method, and a program.
  • the present invention provides the following solutions.
  • the invention according to the first feature is An asset management system comprising an asset database and an accounting information database, and performing asset management for target users, Receiving means for receiving product purchase information by the user, learning the purchase information, and acquiring product information of the product included in the purchase information; Asset registration means for registering the product as the user's asset in the asset database based on the received purchase information and the acquired product information; Account specifying means for specifying an account based on the acquired product information; Accounting information registration means for registering the acquired product information and the specified account item in the accounting information database as accounting information, An asset management system is provided.
  • an asset management system that includes an asset database and an accounting information database, and that manages asset management of a target user
  • the purchase information of the product by the user is received, and the purchase information Based on the acquisition means for acquiring the product information of the product included in the purchase information, the received purchase information, and the acquired product information
  • the asset database is used as the asset of the user.
  • Asset registration means for registering to the account
  • account item specifying means for specifying an account item based on the acquired product information, the acquired product information and the specified account item in association with the accounting information database as the accounting information Accounting information registration means for registering to
  • the invention according to the first feature is a category of the asset management system, but the asset management method and program exhibit the same operations and effects.
  • the invention according to the second feature is an asset management system which is the invention according to the first feature, Provided is an asset management system characterized in that when an account item of the product is specified, an account item of the product is specified based on a learning result of product information specified in the past and an account item.
  • the account item of the product when the account item of the product is specified, learning of the product information specified in the past and the account item is performed. Based on the result, the account item of the product is specified.
  • the invention according to the third feature is An asset management method comprising an asset database and an accounting information database and performing asset management for a target user, Receiving purchase information of a product by the user, learning the purchase information, and acquiring product information of a product included in the purchase information; Registering the product in the asset database as the user's asset based on the received purchase information and the acquired product information; Identifying an account item based on the acquired product information; Registering the acquired product information and the specified account item in the accounting information database as accounting information; An asset management method is provided.
  • An asset management system that includes an asset database and an accounting information database, and manages the assets of target users. Receiving purchase information of a product by the user, learning the purchase information, and acquiring product information of the product included in the purchase information; Registering the product in the asset database as the user's asset based on the received purchase information and the acquired product information; Identifying an account item based on the acquired product information; Registering the acquired product information and the specified account item in the accounting information database as accounting information, Provide a program to execute.
  • an asset management system that includes an asset database and an accounting information database and performs asset management for a target user, the user purchase information related to electronic commerce is learned and asset management is performed on the Internet. It is possible to provide an asset management system, an asset management method, and a program.
  • FIG. 1 is a schematic diagram of a preferred embodiment of the present invention.
  • FIG. 2 is a diagram illustrating the functional blocks of the terminal 100 and the computer 200 and the relationship between the functions.
  • FIG. 3 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing.
  • FIG. 4 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing based on learning of purchase information performed in advance.
  • FIG. 5 is an example of an asset table in the asset database 231.
  • FIG. 6 is an example of an accounting information table in the accounting information database 232.
  • FIG. 7 is a diagram illustrating an example of a confirmation screen as to whether to register purchase information.
  • FIG. 8 is a diagram showing an example of a confirmation screen for contents registered in the asset database 231.
  • FIG. 9 is a diagram showing an example of a confirmation screen for contents registered in the transaction information database 232.
  • FIG. 1 is a schematic diagram of a preferred embodiment of the present invention. The outline of the present invention will be described with reference to FIG.
  • the asset management system includes a terminal 100, a computer 200, and a communication network 300.
  • the number of terminals 100 is not limited to one and may be plural.
  • the computer 200 is not limited to a real device, and may be a virtual device.
  • the terminal 100 includes a control unit 110, a communication unit 120, a storage unit 130, and an input / output unit 140, as shown in FIG.
  • the computer 200 includes a control unit 210, a communication unit 220, a storage unit 230, and an input / output unit 240.
  • the control unit 210 implements the acquisition module 211 in cooperation with the communication unit 220 and the storage unit 230. Further, the control unit 210 cooperates with the storage unit 230 to realize an asset registration module 212, an account item identification module 213, and an accounting information registration module 214.
  • the storage unit 230 includes an asset database 231 and an accounting information database 232.
  • the communication network 300 may be a public communication network such as the Internet or a dedicated communication network, and enables communication between the terminal 100 and the computer 200.
  • the terminal 100 is a terminal device possessed by a user who uses the asset management system.
  • the terminal 100 is, for example, an electronic product such as a mobile phone, a portable information terminal, a tablet terminal, or a personal computer, a netbook terminal, a slate terminal, an electronic book terminal, a portable music player, a smart glass, a head mounted display, or the like. Wearable terminals and other items.
  • the smartphone illustrated as the terminal 100 is just one example.
  • the control unit 110 of the terminal 100 transmits purchase information of a user who wants to manage with the asset management system via the communication unit 120 (step S01).
  • Purchase information here refers to e-mail received by the user when purchasing or receiving a product, image data obtained by capturing a receipt or invoice, data such as a character string obtained by OCR processing of image data, EC (Electric Commerce) site data.
  • Purchase information may be transmitted as an API parameter.
  • the login process for an asset management system to specify a user may be performed before or at the time of transmission of purchase information.
  • the acquisition module 211 of the computer 200 receives purchase information (step S02).
  • the acquisition module 211 learns the purchase information received in step S02, and acquires the product information of the product included in the purchase information (step S03).
  • the product information here includes a purchase date, a product name, a price, a quantity, and the like.
  • humans may perform teacher learning to specify which part of purchase information includes product information, or perform machine learning or deep learning (deep learning). May be used. Further, since it is desirable that the number of data is large for learning, learning may be performed using purchase information received from a plurality of terminals 100 in advance.
  • the asset registration module 212 registers the product in the asset database 231 based on the purchase information received in step S02 and the product information acquired in step S03 (step S04).
  • items to be registered in the asset database 231 include purchase date, product name, price, quantity, asset ID, and the like. The asset ID will be described later.
  • the account item identification module 213 identifies the account item of the product based on the product information acquired in step S03 (step S05).
  • the accounting information registration module 214 associates the product information acquired in step S03 with the account item specified in step S05 and registers it in the accounting information database 232 as accounting information (step S06).
  • items to be registered in the accounting information database 232 include purchase date, description, amount, account item, asset ID, accounting information ID, and the like. The accounting information ID will be described later.
  • an asset management system that includes an asset database and an accounting information database and performs asset management of a target user, learning user purchase information related to electronic commerce, asset management It is possible to provide an asset management system, an asset management method, and a program that perform the above on the Internet.
  • FIG. 2 is a diagram illustrating the relationship between the function blocks of the terminal 100 and each function.
  • the terminal 100 includes a control unit 110, a communication unit 120, a storage unit 130, and an input / output unit 140.
  • the computer 200 includes a control unit 210, a communication unit 220, a storage unit 230, and an input / output unit 240.
  • the control unit 210 implements the acquisition module 211 in cooperation with the communication unit 220 and the storage unit 230. Further, the control unit 210 cooperates with the storage unit 230 to realize an asset registration module 212, an account item identification module 213, and an accounting information registration module 214.
  • the storage unit 230 includes an asset database 231 and an accounting information database 232.
  • the communication network 300 may be a public communication network such as the Internet or a dedicated communication network, and enables communication between the terminal 100 and the computer 200.
  • the terminal 100 is a terminal device possessed by a user who uses the asset management system.
  • the terminal 100 is, for example, an electronic product such as a mobile phone, a portable information terminal, a tablet terminal, or a personal computer, a netbook terminal, a slate terminal, an electronic book terminal, a portable music player, a smart glass, a head mounted display, or the like. Wearable terminals and other items.
  • the smartphone illustrated as the terminal 100 is just one example.
  • the terminal 100 includes a CPU (Central Processing Unit), a RAM (Random Access Memory), a ROM (Read Only Memory), and the like as the control unit 110.
  • a CPU Central Processing Unit
  • RAM Random Access Memory
  • ROM Read Only Memory
  • a device for enabling communication with other devices for example, a Wi-Fi (Wireless Fidelity) compliant device conforming to IEEE 802.11 or an IMT-2000 such as a third generation or fourth generation mobile communication system.
  • Wi-Fi Wireless Fidelity
  • IMT-2000 such as a third generation or fourth generation mobile communication system.
  • a wireless device compliant with the standard is provided. It may be a wired LAN connection.
  • the storage unit 130 includes a data storage unit using a hard disk or a semiconductor memory, and stores data necessary for processing.
  • the input / output unit 140 has functions necessary for using the asset management system.
  • a liquid crystal display that realizes a touch panel function, a keyboard, a mouse, a pen tablet, a hardware button on the apparatus, a microphone for performing voice recognition, and the like can be provided.
  • forms such as a liquid crystal display, a PC display, a projection on a projector, and an audio output can be considered.
  • the function of the present invention is not particularly limited by the input / output method.
  • the computer 200 may be a general computer having the functions described below. Further, the present invention is not limited to a real device, and may be a virtual device.
  • the computer 200 includes a CPU, RAM, ROM and the like as the control unit 210.
  • the control unit 210 implements the acquisition module 211 in cooperation with the communication unit 220 and the storage unit 230. Further, the control unit 210 cooperates with the storage unit 230 to realize an asset registration module 212, an account item identification module 213, and an accounting information registration module 214.
  • a device for enabling communication with other devices for example, a Wi-Fi compatible device compliant with IEEE802.11 or a IMT-2000 standard such as a third generation or fourth generation mobile communication system
  • a wireless device or the like is provided. It may be a wired LAN connection.
  • the storage unit 230 a data storage unit using a hard disk or a semiconductor memory is provided.
  • the storage unit 230 includes an asset database 231 and an accounting information database 232.
  • the input / output unit 240 has functions necessary for managing the contract management system.
  • a liquid crystal display that realizes a touch panel function, a keyboard, a mouse, a pen tablet, a hardware button on the apparatus, a microphone for performing voice recognition, and the like can be provided.
  • forms such as a liquid crystal display, a PC display, a projection on a projector, and an audio output can be considered.
  • the function of the present invention is not particularly limited by the input / output method.
  • FIG. 3 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing. Processing executed by each module described above will be described in accordance with this processing.
  • the control unit 110 of the terminal 100 communicates with the computer 200 via the communication unit 120 and logs into the asset management system (step S301).
  • the target user can be specified by performing the login process.
  • account information and authentication information necessary for login are transmitted to the computer 200 together with a login request.
  • the account information is a name, a nickname, an ID, and the like
  • the authentication information is a password, a passphrase, an IC card, a smart card, a fingerprint, an iris, and the like.
  • the user who uses the asset management system may be an individual or a corporation. In the case of a corporation, it is desirable to include information that can identify both the corporation and the individual in the account information so that it is possible to identify which user in the corporation.
  • the control unit 110 transmits purchase information of the user who wants to manage with the asset management system to the computer 200 via the communication unit 120 (step S302).
  • Purchase information here refers to e-mail received by the user when purchasing or receiving a product, image data obtained by capturing a receipt or invoice, data such as a character string obtained by OCR processing of image data, EC Site data, etc.
  • Purchase information may be transmitted as an API parameter.
  • FIG. 7 is a diagram showing an example of a confirmation screen as to whether or not to register purchase information.
  • This screen may be automatically activated by the asset management system monitoring whether the user has completed the purchase process, or may be manually activated by the user.
  • the screen is displayed on the input / output unit 140 of the terminal 100. However, it may be selected whether to register purchase information using voice output, voice recognition, or the like.
  • the purchase procedure completion mail received by the user is displayed on the display unit 701 of the screen, and the user selects whether to register the purchase information with the button at the bottom of the screen.
  • purchase information transmission processing step S302
  • the purchase information is not registered, and the process is terminated.
  • a button 704 to be registered later purchase information registration processing is performed later.
  • the timing for performing the registration process later may be set together.
  • the user may select a date and time, or the control unit 110 of the terminal 100 picks up and sets a specific date such as a scheduled delivery date included in the received purchase information. It may be.
  • the acquisition module 211 of the computer 200 receives purchase information from the terminal 100 (step S303).
  • the acquisition module 211 of the computer 200 confirms whether to learn purchase information (step S304). When learning is performed, the process proceeds to the next step S305, and when learning is not performed, the process proceeds to step S306. Whether to perform learning may be set by the asset management system. Moreover, it is good also as a setting which performs learning only when the precision at the time of acquiring merchandise information automatically from purchase information is more than a reference value, and is learned only when it falls below a reference value.
  • the acquisition module 211 performs learning for automatically acquiring product information from the purchase information received in step S303 (step S305).
  • human learning may be performed in which part of the purchase information includes product information, or machine learning or deep learning (deep learning) may be used. Further, since it is desirable that the number of data is large for learning, learning may be performed using purchase information received from a plurality of terminals 100 in advance.
  • the acquisition module 211 acquires the product information of the product included in the purchase information according to the learning result (step S306).
  • the product information here includes a purchase date, a product name, a price, a quantity, and the like. Moreover, you may include a purchase store name, a guarantee period, an order number, a scheduled delivery date, etc.
  • the asset registration module 212 of the computer 200 registers the product in the asset database 231 based on the purchase information received in step S303, the product information acquired in step S306, and the logged-in user information (step S307).
  • items to be registered in the asset database 231 include purchase date, product name, price, quantity, asset ID, and the like.
  • FIG. 8 is a diagram showing an example of a confirmation screen for contents registered in the asset database 231.
  • the asset registration module 212 may display this screen before actually registering the asset in step S ⁇ b> 307 to allow the user to confirm the registration contents.
  • the display of FIG. 8 it is assumed that necessary data is transmitted and received between the computer 200 and the terminal 100 in a timely manner.
  • the product information acquired in step S306 is displayed on the display unit 801 of the screen of the terminal 100, and the product information is edited as necessary.
  • the edited product information is stored in the storage unit 230 together with the purchase information and fed back to the learning of the acquisition module 211, so that the accuracy of automatic acquisition of product information can be further improved.
  • a setting 802 shows an example of a screen that allows the user to select whether or not to save the mail whose information is acquired.
  • the mail received by the user is also registered in the asset database 231 so that the user can refer to it later.
  • a setting 803 shows an example of a screen that allows the user to select whether or not to store product information.
  • a file can be specified in the input field 804 in the “save file” setting, and a URL can be specified in the input field 805 in the “save URL” setting. An example is shown.
  • the asset registration module 212 registers the information selected on this screen together with the product information in the asset database 231.
  • the cancel button 807 is selected, the process may be terminated without registering purchase information, or the previous screen may be displayed.
  • FIG. 5 is an example of an asset table in the asset database 231.
  • asset ID purchase date, purchase store, product name, price (yen), quantity, warranty period
  • the purchase information in the example of FIG. 7 is obtained by the asset registration module 212 as “asset ID: 10002, purchase date: 2016/11/15, purchase store: PC_AB, product name: PC-2016 notebook PC, price (yen): "148,000, quantity: 1, warranty period: 3 years" is registered in the asset database 231.
  • the asset ID is a unique ID assigned so that information in the asset database 231 can be easily managed. Asset IDs may be assigned in the order of registration in the asset database 231.
  • the purchase date, purchase store, product name, price (yen), quantity, and warranty period are acquired by the acquisition module 211 in step S306 as product information.
  • information on the logged-in user may be stored as a registrant in the asset table in the asset database 231, and the name of the person who purchased from the purchase information may be used as product information. What has been acquired may be stored in the asset table in the asset database 231 as a purchaser.
  • the information is stored in the asset database 231 together. It may be held in the asset table.
  • the account item specifying module 213 of the computer 200 specifies the account item of the product based on the product information acquired in step S306 (step S308).
  • the account item specified here is preferably both a debit account item and a credit account item.
  • debit account items differ depending on the amount of money, it is necessary to increase specific accuracy.
  • software becomes a consumable item or a software intangible asset depending on the amount of money. Judgment of meeting fee and association fee must be made according to the amount and the number of people.
  • the accounting information registration module 214 of the computer 200 associates the product information acquired in step SS306 with the account item specified in step S308 and registers it in the accounting information database 232 as accounting information (step S309).
  • items to be registered in the accounting information database 232 include purchase date, description, amount, account item, asset ID, accounting information ID, and the like.
  • FIG. 9 is a diagram showing an example of a confirmation screen for contents registered in the accounting information database 232.
  • the transaction information registration module 214 may display this screen before actually registering transaction information in step S ⁇ b> 309 to allow the user to confirm the registration contents.
  • the display of FIG. 9 it is assumed that necessary data is transmitted and received between the computer 200 and the terminal 100 in a timely manner.
  • the transaction information is displayed on the display unit 901 of the screen of the terminal 100, and the transaction information is edited as necessary.
  • the edited accounting information is stored in the storage unit 230 together with the purchase information and the product information, and fed back to the learning of the account identification module 213, so that the accuracy of account identification can be further improved. it can.
  • the teacher learning for improving the account item identification accuracy of the account item identification module 213 may be performed at the same timing as the purchase information learning in step S305 or when the processing load of the computer 200 is light. It may be performed after data that can be used for teacher learning is accumulated more than a certain number. In addition, if the depreciation process for the accounting information to be registered is necessary, the contents may be selected.
  • FIG. 9 shows an example in which a processing method is selected by setting 902 because a PC with an amount of 148,000 yen has been purchased.
  • radio buttons are available from four choices: “Recommend (automatically account)”, “Lump depreciable assets”, “Apply special case for small depreciable assets”, and “Depreciable assets” Shows the state where “Recommended (Perform accounting automatically)” is selected.
  • the registration button 903 by selecting the registration button 903, the transaction information registration module 214 registers information related to the depreciation processing selected on this screen together with the transaction information in the transaction information database 232.
  • the cancel button 904 is selected, the processing may be terminated without registering the transaction information, or the previous screen may be displayed.
  • FIG. 6 is an example of an accounting information table in the accounting information database 232.
  • an accounting information ID an accounting information ID, asset ID, purchase date, description, amount (yen), debit account item, depreciation period, and credit account item are registered.
  • the accounting information in the example of FIGS. 7 and 8 is obtained by the accounting information registration module 214 as “Accounting ID: 20160002, Asset ID: 1002, Purchase Date: 2016/11/15, Description: PC-2016 Notebook PC, Amount (Yen): 148,000, debit account item: equipment cost, depreciation period: 4 years, credit account item: ordinary deposit ”is registered in the accounting information database 232.
  • the accounting information ID is a unique ID that is assigned so as to facilitate management of information in the accounting information database 232.
  • the accounting information ID may be given in the order of registration in the accounting information database 232.
  • the purchase date, purchase store, abstract, and price (yen) are those acquired by the acquisition module 211 in step S306 as product information.
  • the debit account item, the depreciation period, and the credit account item are specified by the account item specifying module 213 in step S308.
  • the accounting information table the product name in the asset table is summarized, and the price (yen) is converted into the amount (yen).
  • information on the registrant or purchaser may be held in the transaction information table in the transaction information database 232.
  • these pieces of information may be stored together in the accounting information table in the accounting information database 232.
  • control unit 210 of the computer 200 notifies the terminal 100 of completion of asset registration and accounting information registration via the communication unit 220 (step S310).
  • the control unit 110 of the terminal 100 Upon receiving the registration completion notification from the computer 200, the control unit 110 of the terminal 100 receives the registration information registered in the asset database 231 and the accounting information registration registered in the accounting information database 232 in the input / output unit 140 of the terminal 100.
  • the contents are output (step S311).
  • the output here may be a screen display or an audio output, and this patent is not limited by the output method. Further, when registration is not performed, a message to that effect may be displayed.
  • the accounting information ID: 20160005 is an example in which the debit account item is a conference fee
  • the accounting information ID: 20160006 is an example in which the debit account item is an expense account.
  • the accounting information table is filled so that it can be determined that there is no registration in the asset database 231 such as “asset ID: none”. Is desirable.
  • the asset management system that includes the asset database and the accounting information database and manages the asset of the target user, the user purchase information and account items related to electronic commerce are learned. It is possible to provide an asset management system, an asset management method, and a program for performing asset management on the Internet.
  • FIG. 4 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing based on learning of purchase information performed in advance. The processing executed by the module of each device described above will be described in accordance with this processing.
  • the acquisition module 211 of the computer 200 acquires purchase information for learning purchase information (step S401).
  • the acquisition of purchase information here is preferably a large number of data for learning. Therefore, the purchase information is not limited to reception of purchase information from the terminal 100, but purchase information stored in the past can be acquired from the storage unit 230. The purchase information recorded on the recording medium may be acquired.
  • the acquisition module 211 performs learning for acquiring the product information of the product included in the purchase information (step S402).
  • human learning may be performed in which part of the purchase information includes product information, or machine learning or deep learning (deep learning) may be used. If sufficient learning can be performed in advance in step S401 and step S402, sufficient accuracy for acquiring product information can be obtained without learning each time purchase information is received from the terminal 100. The response to the user can be improved.
  • the timing for executing steps S401 and S402 may be settable by the asset management system.
  • the accuracy at the time of automatically acquiring the product information from the purchase information in step S406 is higher than the reference value, the learning is not performed as it is, and the next learning may be set only when the accuracy is lower than the reference value. .
  • the control unit 110 of the terminal 100 communicates with the computer 200 via the communication unit 120 and logs in to the asset management system (step S403).
  • the target user can be specified by performing the login process.
  • account information and authentication information necessary for login are transmitted to the computer 200 together with a login request.
  • the account information is a name, a nickname, an ID, and the like
  • the authentication information is a password, a passphrase, an IC card, a smart card, a fingerprint, an iris, and the like.
  • the user who uses the asset management system may be an individual or a corporation. In the case of a corporation, it is desirable to include information that can identify both the corporation and the individual in the account information so that it is possible to identify which user in the corporation.
  • the control unit 110 transmits purchase information of a user who wants to manage with the asset management system to the computer 200 via the communication unit 120 (step S404).
  • Purchase information here refers to e-mail received by the user when purchasing or receiving a product, image data obtained by capturing a receipt or invoice, data such as a character string obtained by OCR processing of image data, EC Site data, etc.
  • Purchase information may be transmitted as an API parameter.
  • FIG. 7 is a diagram showing an example of a confirmation screen as to whether or not to register purchase information.
  • This screen may be automatically activated by the asset management system monitoring whether the user has completed the purchase process, or may be manually activated by the user.
  • the screen is displayed on the input / output unit 140 of the terminal 100. However, it may be selected whether to register purchase information using voice output, voice recognition, or the like.
  • the purchase procedure completion mail received by the user is displayed on the display unit 701 of the screen, and the user selects whether to register the purchase information with the button at the bottom of the screen.
  • purchase information transmission processing step S404
  • the purchase information is not registered, and the process is terminated.
  • a button 704 to be registered later purchase information registration processing is performed later.
  • the timing for performing the registration process later may be set together.
  • the user may select a date and time, or the control unit 110 of the terminal 100 picks up and sets a specific date such as a scheduled delivery date included in the received purchase information. It may be.
  • the acquisition module 211 of the computer 200 receives purchase information from the terminal 100 (step S405).
  • step S406 to step S411 in FIG. 4 corresponds to the processing from step S306 to step S311 in FIG. 3, the description thereof is omitted here.
  • the asset management system that includes the asset database and the accounting information database and manages the asset of the target user, by learning in advance the purchase information of the user regarding electronic commerce. It is possible to provide an asset management system, an asset management method, and a program with good response that perform asset management on the Internet.
  • the means and functions described above are realized by a computer (including a CPU, an information processing apparatus, and various terminals) reading and executing a predetermined program.
  • the program may be, for example, in the form (SaaS: Software as a Service) provided from a computer via a network, or a flexible disk, CD (CD-ROM, etc.), DVD (DVD-ROM, DVD). -RAM, etc.) and a computer-readable recording medium such as a compact memory.
  • the computer reads the program from the recording medium, transfers it to the internal storage device or the external storage device, stores it, and executes it.
  • the program may be recorded in advance in a storage device (recording medium) such as a magnetic disk, an optical disk, or a magneto-optical disk, and provided from the storage device to a computer via a communication line.

Abstract

[Problem] To provide an asset management system, an asset management method, and a program for performing asset management through the Internet by accurately identifying commodity information about a commodity purchased by a user and an account category. [Solution] An asset management system that is provided with an asset database 231 and an accounting information database 232 and that performs asset management for a target user is provided with: an acquisition module 211 that receives purchase information of a commodity purchased by the user, studies the purchase information, and acquires commodity information of the commodity included in the purchase information; an asset registration module 212 that registers the commodity in the asset database 231 on the basis of the received purchase information and the acquired commodity information; an account category identification module 213 that identifies an account category on the basis of the acquired commodity information; and an accounting information registration module 214 that associates the acquired commodity information with the identified account category and registers the result as accounting information in the accounting information database 232.

Description

資産管理システム、資産管理方法、およびプログラムAsset management system, asset management method, and program
 本発明は、電子商取引に関するユーザの購入情報を学習して、資産管理をインターネット上で行う資産管理システム、資産管理方法、およびプログラムに関する。 The present invention relates to an asset management system, asset management method, and program for learning user purchase information related to electronic commerce and performing asset management on the Internet.
 インターネットを介した電子商取引は一般的になっているが、その取引履歴は多くの場合電子商取引サイトのみに蓄積され、ユーザ自らの資産管理に有効に活用できていないという課題があった。本発明の発明者は、以前に、購入した商品を資産として、ユーザがアクセス可能なサーバで一元管理することによって管理を容易にし、加えて、会計処理に至るまでを一括で処理することによって、帳簿処理の観点からもユーザの利便性を高められることに着目し、特許文献1で、ユーザが購入した商品を資産として登録しインターネット上で一元管理するとともに、購入情報から帳簿の作成を含む会計処理までを一括で行う手法を提案した。 Although electronic commerce via the Internet is common, there is a problem that the transaction history is often accumulated only in the electronic commerce site and cannot be effectively used for the user's own asset management. The inventor of the present invention makes it easy to manage the previously purchased product as an asset by centrally managing it on a server accessible to the user, and in addition, by collectively processing up to the accounting process, Paying attention to the convenience of the user from the viewpoint of book processing, in Patent Document 1, the products purchased by the user are registered as assets and managed on the Internet, and accounting including creation of books from purchase information A method for batch processing is proposed.
特開2015-210607号JP2015-210607A
 しかしながら、特許文献1の方法では、商品情報を取得する商品情報取得手段の性能により、うまく商品情報が取得できない恐れがある。また、勘定科目も、金額、個数や人数、耐用年数等の多くの要素の組み合わせで決定されるものであり、勘定科目特定手段の精度もシステムの性能に影響を与えるものである。 However, in the method of Patent Document 1, there is a possibility that the product information cannot be acquired successfully due to the performance of the product information acquisition means for acquiring the product information. The account item is also determined by a combination of many factors such as the amount of money, the number of people, the number of people, and the useful life, and the accuracy of the account item specifying means also affects the performance of the system.
 この課題に対して、本発明者は、購入した際にユーザが受信したメールを解析して、その購入情報を資産管理システムに登録する際に、受信メールを学習することにより、登録する商品情報の取得精度および勘定科目の特定精度を向上させることができることに着目した。 In response to this problem, the inventor analyzes the email received by the user at the time of purchase and learns the received email when registering the purchase information in the asset management system. We focused on the improvement of the acquisition accuracy and the identification accuracy of account items.
 本発明は、資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムにおいて、電子商取引に関するユーザの購入情報を学習して、資産管理をインターネット上で行う資産管理システム、資産管理方法、およびプログラムを提供することを目的とする。 The present invention comprises an asset database and an accounting information database, and in an asset management system for managing asset of a target user, asset management for performing asset management on the Internet by learning user purchase information related to electronic commerce It is an object to provide a system, an asset management method, and a program.
 本発明では、以下のような解決手段を提供する。 The present invention provides the following solutions.
 第1の特徴に係る発明は、
 資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムであって、
 前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得する取得手段と、
 前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録する資産登録手段と、
 前記取得した商品情報に基づいて、勘定科目を特定する勘定科目特定手段と、
 前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録する会計情報登録手段と、
 を備えることを特徴とする資産管理システムを提供する。
The invention according to the first feature is
An asset management system comprising an asset database and an accounting information database, and performing asset management for target users,
Receiving means for receiving product purchase information by the user, learning the purchase information, and acquiring product information of the product included in the purchase information;
Asset registration means for registering the product as the user's asset in the asset database based on the received purchase information and the acquired product information;
Account specifying means for specifying an account based on the acquired product information;
Accounting information registration means for registering the acquired product information and the specified account item in the accounting information database as accounting information,
An asset management system is provided.
 第1の特徴に係る発明によれば、資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムにおいて、前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得する取得手段と、前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録する資産登録手段と、前記取得した商品情報に基づいて、勘定科目を特定する勘定科目特定手段と、前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録する会計情報登録手段と、を備える。 According to the first aspect of the invention, in an asset management system that includes an asset database and an accounting information database, and that manages asset management of a target user, the purchase information of the product by the user is received, and the purchase information Based on the acquisition means for acquiring the product information of the product included in the purchase information, the received purchase information, and the acquired product information, the asset database is used as the asset of the user. Asset registration means for registering to the account, account item specifying means for specifying an account item based on the acquired product information, the acquired product information and the specified account item in association with the accounting information database as the accounting information Accounting information registration means for registering to
 第1の特徴に係る発明は、資産管理システムのカテゴリであるが、資産管理方法、およびプログラムであっても同様の作用、効果を奏する。 The invention according to the first feature is a category of the asset management system, but the asset management method and program exhibit the same operations and effects.
 第2の特徴に係る発明は、第1の特徴に係る発明である資産管理システムであって、
 当該商品の勘定科目を特定する際に、過去に特定された商品情報と、勘定科目との学習結果に基づいて、前記商品の勘定科目を特定することを特徴とする資産管理システムを提供する。
The invention according to the second feature is an asset management system which is the invention according to the first feature,
Provided is an asset management system characterized in that when an account item of the product is specified, an account item of the product is specified based on a learning result of product information specified in the past and an account item.
 第2の特徴に係る発明によれば、第1の特徴に係る発明である資産管理システムにおいて、当該商品の勘定科目を特定する際に、過去に特定された商品情報と、勘定科目との学習結果に基づいて、前記商品の勘定科目を特定する。 According to the second aspect of the invention, in the asset management system according to the first aspect of the invention, when the account item of the product is specified, learning of the product information specified in the past and the account item is performed. Based on the result, the account item of the product is specified.
 第3の特徴に係る発明は、
 資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理方法であって、
 前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得するステップと、
 前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録するステップと、
 前記取得した商品情報に基づいて、勘定科目を特定するステップと、
 前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録するステップと、
を備えることを特徴とする資産管理方法を提供する。
The invention according to the third feature is
An asset management method comprising an asset database and an accounting information database and performing asset management for a target user,
Receiving purchase information of a product by the user, learning the purchase information, and acquiring product information of a product included in the purchase information;
Registering the product in the asset database as the user's asset based on the received purchase information and the acquired product information;
Identifying an account item based on the acquired product information;
Registering the acquired product information and the specified account item in the accounting information database as accounting information;
An asset management method is provided.
 第4の特徴に係る発明は、
 資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムに、
 前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得するステップ、
 前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録するステップ、
 前記取得した商品情報に基づいて、勘定科目を特定するステップ、
 前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録するステップ、
を実行させるためのプログラムを提供する。
The invention according to the fourth feature is as follows:
An asset management system that includes an asset database and an accounting information database, and manages the assets of target users.
Receiving purchase information of a product by the user, learning the purchase information, and acquiring product information of the product included in the purchase information;
Registering the product in the asset database as the user's asset based on the received purchase information and the acquired product information;
Identifying an account item based on the acquired product information;
Registering the acquired product information and the specified account item in the accounting information database as accounting information,
Provide a program to execute.
 本発明によれば、資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムにおいて、電子商取引に関するユーザの購入情報を学習して、資産管理をインターネット上で行う資産管理システム、資産管理方法、およびプログラムを提供することが可能となる。 According to the present invention, in an asset management system that includes an asset database and an accounting information database and performs asset management for a target user, the user purchase information related to electronic commerce is learned and asset management is performed on the Internet. It is possible to provide an asset management system, an asset management method, and a program.
図1は、本発明の好適な実施形態の概要図である。FIG. 1 is a schematic diagram of a preferred embodiment of the present invention. 図2は、端末100とコンピュータ200の機能ブロックと各機能の関係を示す図である。FIG. 2 is a diagram illustrating the functional blocks of the terminal 100 and the computer 200 and the relationship between the functions. 図3は、資産登録処理と会計情報登録処理を行う場合の、端末100とコンピュータ200のフローチャート図である。FIG. 3 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing. 図4は、事前に行った購入情報の学習をもとに、資産登録処理と会計情報登録処理を行う場合の、端末100とコンピュータ200のフローチャート図である。FIG. 4 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing based on learning of purchase information performed in advance. 図5は、資産データベース231内の資産テーブルの一例である。FIG. 5 is an example of an asset table in the asset database 231. 図6は、会計情報データベース232内の会計情報テーブルの一例である。FIG. 6 is an example of an accounting information table in the accounting information database 232. 図7は、購入情報の登録を行うかどうかの確認画面の一例を示す図である。FIG. 7 is a diagram illustrating an example of a confirmation screen as to whether to register purchase information. 図8は、資産データベース231に登録する内容の確認画面の一例を示す図である。FIG. 8 is a diagram showing an example of a confirmation screen for contents registered in the asset database 231. 図9は、会計情報データベース232に登録する内容の確認画面の一例を示す図である。FIG. 9 is a diagram showing an example of a confirmation screen for contents registered in the transaction information database 232.
 以下、本発明を実施するための最良の形態について図を参照しながら説明する。なお、これはあくまでも一例であって、本発明の技術的範囲はこれに限られるものではない。 Hereinafter, the best mode for carrying out the present invention will be described with reference to the drawings. This is merely an example, and the technical scope of the present invention is not limited to this.
 [資産管理システムの概要]
 図1は、本発明の好適な実施形態の概要図である。この図1に基づいて、本発明の概要を説明する。資産管理システムは、端末100、コンピュータ200、通信網300から構成される。
[Overview of asset management system]
FIG. 1 is a schematic diagram of a preferred embodiment of the present invention. The outline of the present invention will be described with reference to FIG. The asset management system includes a terminal 100, a computer 200, and a communication network 300.
 なお、図1において、端末100の数は一つに限らず複数であってもよい。また、コンピュータ200は、実在する装置に限らず、仮想的な装置であってもよい。 In FIG. 1, the number of terminals 100 is not limited to one and may be plural. Further, the computer 200 is not limited to a real device, and may be a virtual device.
 端末100は、図2に示すように、制御部110、通信部120、記憶部130、入出力部140から構成される。また、コンピュータ200は、同じく図2に示すように、制御部210、通信部220、記憶部230、入出力部240、から構成される。制御部210は通信部220、記憶部230と協働して取得モジュール211を実現する。また、制御部210は記憶部230と協働して資産登録モジュール212、勘定科目特定モジュール213、会計情報登録モジュール214、を実現する。記憶部230には、資産データベース231と会計情報データベース232を備える。通信網300は、インターネット等の公衆通信網でも専用通信網でもよく、端末100とコンピュータ200間の通信を可能とする。 The terminal 100 includes a control unit 110, a communication unit 120, a storage unit 130, and an input / output unit 140, as shown in FIG. As shown in FIG. 2, the computer 200 includes a control unit 210, a communication unit 220, a storage unit 230, and an input / output unit 240. The control unit 210 implements the acquisition module 211 in cooperation with the communication unit 220 and the storage unit 230. Further, the control unit 210 cooperates with the storage unit 230 to realize an asset registration module 212, an account item identification module 213, and an accounting information registration module 214. The storage unit 230 includes an asset database 231 and an accounting information database 232. The communication network 300 may be a public communication network such as the Internet or a dedicated communication network, and enables communication between the terminal 100 and the computer 200.
 端末100は、資産管理システムを使用するユーザが所持する端末装置である。端末100は、例えば、携帯電話、携帯情報端末、タブレット端末、パーソナルコンピュータに加え、ネットブック端末、スレート端末、電子書籍端末、携帯型音楽プレーヤ等の電化製品や、スマートグラス、ヘッドマウントディスプレイ等のウェアラブル端末や、その他の物品である。端末100として図示しているスマートフォンはその一例にすぎない。 The terminal 100 is a terminal device possessed by a user who uses the asset management system. The terminal 100 is, for example, an electronic product such as a mobile phone, a portable information terminal, a tablet terminal, or a personal computer, a netbook terminal, a slate terminal, an electronic book terminal, a portable music player, a smart glass, a head mounted display, or the like. Wearable terminals and other items. The smartphone illustrated as the terminal 100 is just one example.
 図1の資産管理システムにおいて、はじめに、端末100の制御部110は通信部120を介して、資産管理システムで管理したいユーザの購入情報を送信する(ステップS01)。ここでの購入情報とは、商品を購入した際や受け取りを行った際にユーザが受信したメールや、レシートや請求書を撮像した画像データ、画像データをOCR処理した文字列等のデータ、EC(Electric Commerce)サイトのデータ等である。購入情報は、APIパラメータとして送信してもよい。また、購入情報の送信前または送信時に、資産管理システムがユーザを特定するためのログイン処理を行ってもよい。 In the asset management system of FIG. 1, first, the control unit 110 of the terminal 100 transmits purchase information of a user who wants to manage with the asset management system via the communication unit 120 (step S01). Purchase information here refers to e-mail received by the user when purchasing or receiving a product, image data obtained by capturing a receipt or invoice, data such as a character string obtained by OCR processing of image data, EC (Electric Commerce) site data. Purchase information may be transmitted as an API parameter. Moreover, the login process for an asset management system to specify a user may be performed before or at the time of transmission of purchase information.
 次に、コンピュータ200の取得モジュール211は、購入情報を受信する(ステップS02)。 Next, the acquisition module 211 of the computer 200 receives purchase information (step S02).
 取得モジュール211は、ステップS02で受信した購入情報を学習して、購入情報に含まれる商品の商品情報を取得する(ステップS03)。ここでの商品情報には、購入日、商品名、価格、数量、等を含むものとする。 The acquisition module 211 learns the purchase information received in step S02, and acquires the product information of the product included in the purchase information (step S03). The product information here includes a purchase date, a product name, a price, a quantity, and the like.
 購入情報から商品情報を自動で取得するためには、人間が購入情報のどの部分に商品情報が含まれるかを指定する教師学習を行ってもよいし、機械学習やディープラーニング(深層学習)を利用してもよい。また、学習のためにはデータ数が多いことが望ましいので、事前に複数の端末100から受信した購入情報を使用して学習してもよい。 In order to automatically acquire product information from purchase information, humans may perform teacher learning to specify which part of purchase information includes product information, or perform machine learning or deep learning (deep learning). May be used. Further, since it is desirable that the number of data is large for learning, learning may be performed using purchase information received from a plurality of terminals 100 in advance.
 資産登録モジュール212は、ステップS02で受信した購入情報と、ステップS03で取得した商品情報とに基づき、商品を資産データベース231に登録する(ステップS04)。ここで、資産データベース231に登録する項目には、購入日、商品名、価格、数量、資産ID等を含むものとする。資産IDについては、後述する。 The asset registration module 212 registers the product in the asset database 231 based on the purchase information received in step S02 and the product information acquired in step S03 (step S04). Here, items to be registered in the asset database 231 include purchase date, product name, price, quantity, asset ID, and the like. The asset ID will be described later.
 勘定科目特定モジュール213は、ステップS03で取得した商品情報に基づき、商品の勘定科目を特定する(ステップS05)。 The account item identification module 213 identifies the account item of the product based on the product information acquired in step S03 (step S05).
 最後に、会計情報登録モジュール214は、ステップS03で取得した商品情報と、ステップS05で特定した勘定科目を関連付けて会計情報として会計情報データベース232に登録する(ステップS06)。ここで、会計情報データベース232に登録する項目には、購入日、摘要、金額、勘定科目、資産ID、会計情報ID等を含むものとする。会計情報IDについては、後述する。 Finally, the accounting information registration module 214 associates the product information acquired in step S03 with the account item specified in step S05 and registers it in the accounting information database 232 as accounting information (step S06). Here, items to be registered in the accounting information database 232 include purchase date, description, amount, account item, asset ID, accounting information ID, and the like. The accounting information ID will be described later.
 以上のように、本発明によれば、資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムにおいて、電子商取引に関するユーザの購入情報を学習して、資産管理をインターネット上で行う資産管理システム、資産管理方法、およびプログラムを提供することが可能となる。 As described above, according to the present invention, in an asset management system that includes an asset database and an accounting information database and performs asset management of a target user, learning user purchase information related to electronic commerce, asset management It is possible to provide an asset management system, an asset management method, and a program that perform the above on the Internet.
 [各機能の説明]
 図2は、端末100の機能ブロックと各機能の関係を示す図である。端末100は、制御部110、通信部120、記憶部130、入出力部140、から構成される。コンピュータ200は、制御部210、通信部220、記憶部230、入出力部240、から構成される。制御部210は通信部220、記憶部230と協働して取得モジュール211を実現する。また、制御部210は記憶部230と協働して資産登録モジュール212、勘定科目特定モジュール213、会計情報登録モジュール214、を実現する。記憶部230には、資産データベース231と会計情報データベース232を備える。通信網300は、インターネット等の公衆通信網でも専用通信網でもよく、端末100とコンピュータ200間の通信を可能とする。
[Description of each function]
FIG. 2 is a diagram illustrating the relationship between the function blocks of the terminal 100 and each function. The terminal 100 includes a control unit 110, a communication unit 120, a storage unit 130, and an input / output unit 140. The computer 200 includes a control unit 210, a communication unit 220, a storage unit 230, and an input / output unit 240. The control unit 210 implements the acquisition module 211 in cooperation with the communication unit 220 and the storage unit 230. Further, the control unit 210 cooperates with the storage unit 230 to realize an asset registration module 212, an account item identification module 213, and an accounting information registration module 214. The storage unit 230 includes an asset database 231 and an accounting information database 232. The communication network 300 may be a public communication network such as the Internet or a dedicated communication network, and enables communication between the terminal 100 and the computer 200.
 端末100は、資産管理システムを使用するユーザが所持する端末装置である。端末100は、例えば、携帯電話、携帯情報端末、タブレット端末、パーソナルコンピュータに加え、ネットブック端末、スレート端末、電子書籍端末、携帯型音楽プレーヤ等の電化製品や、スマートグラス、ヘッドマウントディスプレイ等のウェアラブル端末や、その他の物品である。端末100として図示しているスマートフォンはその一例にすぎない。 The terminal 100 is a terminal device possessed by a user who uses the asset management system. The terminal 100 is, for example, an electronic product such as a mobile phone, a portable information terminal, a tablet terminal, or a personal computer, a netbook terminal, a slate terminal, an electronic book terminal, a portable music player, a smart glass, a head mounted display, or the like. Wearable terminals and other items. The smartphone illustrated as the terminal 100 is just one example.
 端末100は、制御部110として、CPU(Central Processing Unit)、RAM(Random Access Memory)、ROM(Read Only Memory)等を備える。 The terminal 100 includes a CPU (Central Processing Unit), a RAM (Random Access Memory), a ROM (Read Only Memory), and the like as the control unit 110.
 通信部120として、他の機器と通信可能にするためのデバイス、例えば、IEEE802.11に準拠したWi-Fi(Wireless Fidelity)対応デバイスまたは第3世代、第4世代移動通信システム等のIMT-2000規格に準拠した無線デバイス等を備える。有線によるLAN接続であってもよい。 As the communication unit 120, a device for enabling communication with other devices, for example, a Wi-Fi (Wireless Fidelity) compliant device conforming to IEEE 802.11 or an IMT-2000 such as a third generation or fourth generation mobile communication system. A wireless device compliant with the standard is provided. It may be a wired LAN connection.
 また、記憶部130として、ハードディスクや半導体メモリによる、データのストレージ部を備え、処理に必要なデータ等を記憶する。 Also, the storage unit 130 includes a data storage unit using a hard disk or a semiconductor memory, and stores data necessary for processing.
 入出力部140は、資産管理システムを利用するために必要な機能を備えるものとする。入力を実現するための例として、タッチパネル機能を実現する液晶ディスプレイ、キーボード、マウス、ペンタブレット、装置上のハードウェアボタン、音声認識を行うためのマイク等を備えることが可能である。出力を実現するための例として、液晶ディスプレイ、PCのディスプレイ、プロジェクターへの投影等の表示と音声出力等の形態が考えられる。入出力方法により、本発明は特に機能を限定されるものではない。 Suppose that the input / output unit 140 has functions necessary for using the asset management system. As an example for realizing the input, a liquid crystal display that realizes a touch panel function, a keyboard, a mouse, a pen tablet, a hardware button on the apparatus, a microphone for performing voice recognition, and the like can be provided. As an example for realizing the output, forms such as a liquid crystal display, a PC display, a projection on a projector, and an audio output can be considered. The function of the present invention is not particularly limited by the input / output method.
 コンピュータ200は、後述の機能を備える、一般的な計算機であってよい。また、実在する装置に限らず、仮想的な装置であってもよい。 The computer 200 may be a general computer having the functions described below. Further, the present invention is not limited to a real device, and may be a virtual device.
 コンピュータ200は、制御部210として、CPU、RAM、ROM等を備える。制御部210は通信部220、記憶部230と協働して取得モジュール211を実現する。また、制御部210は記憶部230と協働して資産登録モジュール212、勘定科目特定モジュール213、会計情報登録モジュール214、を実現する。 The computer 200 includes a CPU, RAM, ROM and the like as the control unit 210. The control unit 210 implements the acquisition module 211 in cooperation with the communication unit 220 and the storage unit 230. Further, the control unit 210 cooperates with the storage unit 230 to realize an asset registration module 212, an account item identification module 213, and an accounting information registration module 214.
 通信部220として、他の機器と通信可能にするためのデバイス、例えば、IEEE802.11に準拠したWi-Fi対応デバイスまたは第3世代、第4世代移動通信システム等のIMT-2000規格に準拠した無線デバイス等を備える。有線によるLAN接続であってもよい。 As the communication unit 220, a device for enabling communication with other devices, for example, a Wi-Fi compatible device compliant with IEEE802.11 or a IMT-2000 standard such as a third generation or fourth generation mobile communication system A wireless device or the like is provided. It may be a wired LAN connection.
 記憶部230として、ハードディスクや半導体メモリによる、データのストレージ部を備る。また、記憶部230には、資産データベース231と会計情報データベース232を備える。 As the storage unit 230, a data storage unit using a hard disk or a semiconductor memory is provided. The storage unit 230 includes an asset database 231 and an accounting information database 232.
 入出力部240は、契約書管理システムを管理するために必要な機能を備えるものとする。入力を実現するための例として、タッチパネル機能を実現する液晶ディスプレイ、キーボード、マウス、ペンタブレット、装置上のハードウェアボタン、音声認識を行うためのマイク等を備えることが可能である。出力を実現するための例として、液晶ディスプレイ、PCのディスプレイ、プロジェクターへの投影等の表示と音声出力等の形態が考えられる。入出力方法により、本発明は特に機能を限定されるものではない。 Suppose that the input / output unit 240 has functions necessary for managing the contract management system. As an example for realizing the input, a liquid crystal display that realizes a touch panel function, a keyboard, a mouse, a pen tablet, a hardware button on the apparatus, a microphone for performing voice recognition, and the like can be provided. As an example for realizing the output, forms such as a liquid crystal display, a PC display, a projection on a projector, and an audio output can be considered. The function of the present invention is not particularly limited by the input / output method.
 [資産登録処理と会計情報登録処理]
 図3は、資産登録処理と会計情報登録処理を行う場合の、端末100とコンピュータ200のフローチャート図である。上述した各モジュールが実行する処理について、本処理にあわせて説明する。
[Asset registration processing and accounting information registration processing]
FIG. 3 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing. Processing executed by each module described above will be described in accordance with this processing.
 はじめに、端末100の制御部110は通信部120を介して、コンピュータ200と通信し、資産管理システムへのログインを行う(ステップS301)。ここで、ログイン処理を行うことで、対象となるユーザを特定することができる。ログインするために必要なアカウント情報と認証情報を、ログイン要求とあわせてコンピュータ200に送信するものとする。アカウント情報とは、名前やニックネームやID等であり、認証情報とは、パスワードやパスフレーズ、ICカードやスマートカード、指紋や虹彩、等であるものとする。資産管理システムを利用するユーザは個人であってもよいし、法人であってもよい。法人である場合には、アカウント情報に法人と個人の両方を特定できる情報を含め、法人内のどのユーザであるかを特定できるようにすることが望ましい。 First, the control unit 110 of the terminal 100 communicates with the computer 200 via the communication unit 120 and logs into the asset management system (step S301). Here, the target user can be specified by performing the login process. Assume that account information and authentication information necessary for login are transmitted to the computer 200 together with a login request. The account information is a name, a nickname, an ID, and the like, and the authentication information is a password, a passphrase, an IC card, a smart card, a fingerprint, an iris, and the like. The user who uses the asset management system may be an individual or a corporation. In the case of a corporation, it is desirable to include information that can identify both the corporation and the individual in the account information so that it is possible to identify which user in the corporation.
 次に、制御部110は通信部120を介して、資産管理システムで管理したいユーザの購入情報を、コンピュータ200に送信する(ステップS302)。ここでの購入情報とは、商品を購入した際や受け取りを行った際にユーザが受信したメールや、レシートや請求書を撮像した画像データ、画像データをOCR処理した文字列等のデータ、ECサイトのデータ等である。購入情報は、APIパラメータとして送信してもよい。 Next, the control unit 110 transmits purchase information of the user who wants to manage with the asset management system to the computer 200 via the communication unit 120 (step S302). Purchase information here refers to e-mail received by the user when purchasing or receiving a product, image data obtained by capturing a receipt or invoice, data such as a character string obtained by OCR processing of image data, EC Site data, etc. Purchase information may be transmitted as an API parameter.
 図7は、購入情報の登録を行うかどうかの確認画面の一例を示す図である。この画面は、ユーザが購入処理を完了したかどうかを資産管理システムが監視して自動で起動してもよいし、ユーザが手動で起動してもよい。また、ここでは、端末100の入出力部140に画面表示した例を示しているが、音声出力と音声認識等を使用して、購入情報の登録を行うかを選択させてもよい。図7では、画面の表示部701にユーザが受信した購入手続き完了のメールを表示し、画面下部のボタンで、本購入情報の登録を行うかどうかをユーザに選択させる。登録するボタン702を選択することにより、端末100での購入情報送信処理(ステップS302)を実行する。登録しないボタン703を選択することにより、購入情報の登録を行わず、処理を終了する。後で登録するボタン704を選択することにより、購入情報の登録処理を後で行う。ここでは図示していないが、後で登録処理を行うタイミングを、あわせて設定してもよい。後で登録処理を行うタイミングとして、ユーザに日時の選択をさせてもよいし、端末100の制御部110が、受信した購入情報に含まれる配達予定日等の特定の日付をピックアップして設定してもよいものとする。 FIG. 7 is a diagram showing an example of a confirmation screen as to whether or not to register purchase information. This screen may be automatically activated by the asset management system monitoring whether the user has completed the purchase process, or may be manually activated by the user. Here, an example is shown in which the screen is displayed on the input / output unit 140 of the terminal 100. However, it may be selected whether to register purchase information using voice output, voice recognition, or the like. In FIG. 7, the purchase procedure completion mail received by the user is displayed on the display unit 701 of the screen, and the user selects whether to register the purchase information with the button at the bottom of the screen. By selecting the button 702 to be registered, purchase information transmission processing (step S302) at the terminal 100 is executed. By selecting a button 703 that is not registered, the purchase information is not registered, and the process is terminated. By selecting a button 704 to be registered later, purchase information registration processing is performed later. Although not shown here, the timing for performing the registration process later may be set together. As a timing for performing the registration process later, the user may select a date and time, or the control unit 110 of the terminal 100 picks up and sets a specific date such as a scheduled delivery date included in the received purchase information. It may be.
 コンピュータ200の取得モジュール211は、端末100からの購入情報を受信する(ステップS303)。 The acquisition module 211 of the computer 200 receives purchase information from the terminal 100 (step S303).
 コンピュータ200の取得モジュール211は、購入情報の学習を行うかどうか確認する(ステップS304)。学習を行う場合には、次のステップS305に進み、学習を行わない場合には、ステップS306に進む。学習を行うかどうかは、資産管理システムで設定可能としてよい。また、購入情報から商品情報を自動で取得する際の精度が、基準値以上であれば学習を行わず、基準値を下回る場合にのみ学習を行う設定としてもよい。 The acquisition module 211 of the computer 200 confirms whether to learn purchase information (step S304). When learning is performed, the process proceeds to the next step S305, and when learning is not performed, the process proceeds to step S306. Whether to perform learning may be set by the asset management system. Moreover, it is good also as a setting which performs learning only when the precision at the time of acquiring merchandise information automatically from purchase information is more than a reference value, and is learned only when it falls below a reference value.
 購入情報の学習を行う設定の場合、取得モジュール211は、ステップS303で受信した購入情報から、商品情報を自動で取得するための学習を行う(ステップS305)。学習は、人間が購入情報のどの部分に商品情報が含まれるかを指定する教師学習を行ってもよいし、機械学習やディープラーニング(深層学習)を利用してもよい。また、学習のためにはデータ数が多いことが望ましいので、事前に複数の端末100から受信した購入情報を使用して学習してもよい。 In the case of setting for learning purchase information, the acquisition module 211 performs learning for automatically acquiring product information from the purchase information received in step S303 (step S305). For learning, human learning may be performed in which part of the purchase information includes product information, or machine learning or deep learning (deep learning) may be used. Further, since it is desirable that the number of data is large for learning, learning may be performed using purchase information received from a plurality of terminals 100 in advance.
 取得モジュール211は、学習結果に応じて、購入情報に含まれる商品の商品情報を取得する(ステップS306)。ここでの商品情報には、購入日、商品名、価格、数量、等を含むものとする。また、購入店舗名、保障期間、注文番号、配達予定日、等を含めてもよい。 The acquisition module 211 acquires the product information of the product included in the purchase information according to the learning result (step S306). The product information here includes a purchase date, a product name, a price, a quantity, and the like. Moreover, you may include a purchase store name, a guarantee period, an order number, a scheduled delivery date, etc.
 コンピュータ200の資産登録モジュール212は、ステップS303で受信した購入情報と、ステップS306で取得した商品情報と、ログインしているユーザの情報と、に基づき、商品を資産データベース231に登録する(ステップS307)。ここで、資産データベース231に登録する項目には、購入日、商品名、価格、数量、資産ID等を含むものとする。 The asset registration module 212 of the computer 200 registers the product in the asset database 231 based on the purchase information received in step S303, the product information acquired in step S306, and the logged-in user information (step S307). ). Here, items to be registered in the asset database 231 include purchase date, product name, price, quantity, asset ID, and the like.
 図8は、資産データベース231に登録する内容の確認画面の一例を示す図である。図3には図示していないが、資産登録モジュール212は、ステップS307で実際に資産登録を行う前にこの画面を表示し、ユーザに登録内容を確認させてもよい。図8の表示を行う場合には、コンピュータ200と端末100の間で、適時必要なデータの送受信を行うものとする。ここで、端末100の画面の表示部801にステップS306で取得した商品情報を表示し、また、必要に応じて商品情報を編集させる。ここで、編集された商品情報は、購入情報とあわせて記憶部230に保存し、取得モジュール211の学習にフィードバックすることで、より商品情報の自動取得の精度を向上させることができる。また、この画面であわせて、購入情報にあたるユーザが受信したメールや、マニュアル等の商品情報等を、保存するかどうか選択させてもよい。設定802では、ユーザに情報を取得したメールを保存するかどうかを選択させる画面例を示している。ここでは、ラジオボタンにより「保存する」を選択しているため、ユーザが受信したメールをあわせて資産データベース231に登録し、後からユーザが参照できるようにする。また、設定803では、ユーザに商品情報を保存するかどうかを選択させる画面例を示している。ここでは、チェックボックスに印をつけると、「ファイルを保存する」設定では入力欄804でファイルの指定を可能にし、「URLを保存する」設定では入力欄805でURLの指定を可能にする画面例を示している。ここで、登録ボタン806を選択することにより、資産登録モジュール212は、商品情報とあわせて本画面で選択された情報を、資産データベース231に登録する。キャンセルボタン807を選択した場合、購入情報の登録を行わず処理を終了してもよいし、前の画面に遷移してもよい。 FIG. 8 is a diagram showing an example of a confirmation screen for contents registered in the asset database 231. Although not shown in FIG. 3, the asset registration module 212 may display this screen before actually registering the asset in step S <b> 307 to allow the user to confirm the registration contents. When the display of FIG. 8 is performed, it is assumed that necessary data is transmitted and received between the computer 200 and the terminal 100 in a timely manner. Here, the product information acquired in step S306 is displayed on the display unit 801 of the screen of the terminal 100, and the product information is edited as necessary. Here, the edited product information is stored in the storage unit 230 together with the purchase information and fed back to the learning of the acquisition module 211, so that the accuracy of automatic acquisition of product information can be further improved. In addition, it is also possible to select whether to save mail received by the user corresponding to purchase information, product information such as a manual, or the like on this screen. A setting 802 shows an example of a screen that allows the user to select whether or not to save the mail whose information is acquired. Here, since “save” is selected by the radio button, the mail received by the user is also registered in the asset database 231 so that the user can refer to it later. A setting 803 shows an example of a screen that allows the user to select whether or not to store product information. Here, when the check box is checked, a file can be specified in the input field 804 in the “save file” setting, and a URL can be specified in the input field 805 in the “save URL” setting. An example is shown. Here, by selecting a registration button 806, the asset registration module 212 registers the information selected on this screen together with the product information in the asset database 231. When the cancel button 807 is selected, the process may be terminated without registering purchase information, or the previous screen may be displayed.
 図5は、資産データベース231内の資産テーブルの一例である。ここでは、資産ID、購入日、購入店舗、商品名、価格(円)、数量、保証期間、を登録している。例えば、図7の例の購入情報は、資産登録モジュール212により「資産ID:10002、購入日:2016/11/15、購入店舗:PC_AB、商品名:PC-2016ノートPC、価格(円):148,000、数量:1、保証期間:3年」として資産データベース231に登録される。ここで資産IDとは、資産データベース231内での情報の管理がしやすいように付与する固有のIDであるものとする。資産IDは資産データベース231への登録順に付与してもよい。購入日、購入店舗、商品名、価格(円)、数量、保証期間は、取得モジュール211が商品情報としてステップS306で取得したものである。また、図5には記載していないが、ログインしているユーザの情報を登録者として資産データベース231内の資産テーブルに保持してもよいし、購入情報から購入した人の名前を商品情報として取得したものを購入者として資産データベース231内の資産テーブルに保持してもよい。さらに、前述した図8の登録内容の確認画面で、情報を取得したメールの保存や、商品情報としてファイルやURLの保存が選択された場合には、これらの情報をあわせて資産データベース231内の資産テーブルに保持してもよい。 FIG. 5 is an example of an asset table in the asset database 231. Here, asset ID, purchase date, purchase store, product name, price (yen), quantity, warranty period are registered. For example, the purchase information in the example of FIG. 7 is obtained by the asset registration module 212 as “asset ID: 10002, purchase date: 2016/11/15, purchase store: PC_AB, product name: PC-2016 notebook PC, price (yen): "148,000, quantity: 1, warranty period: 3 years" is registered in the asset database 231. Here, it is assumed that the asset ID is a unique ID assigned so that information in the asset database 231 can be easily managed. Asset IDs may be assigned in the order of registration in the asset database 231. The purchase date, purchase store, product name, price (yen), quantity, and warranty period are acquired by the acquisition module 211 in step S306 as product information. Although not shown in FIG. 5, information on the logged-in user may be stored as a registrant in the asset table in the asset database 231, and the name of the person who purchased from the purchase information may be used as product information. What has been acquired may be stored in the asset table in the asset database 231 as a purchaser. Furthermore, when saving of the mail for acquiring the information or saving of the file or URL as the product information is selected on the registration confirmation screen shown in FIG. 8 described above, the information is stored in the asset database 231 together. It may be held in the asset table.
 図3のフローに戻り、コンピュータ200の勘定科目特定モジュール213は、ステップS306で取得した商品情報に基づき、商品の勘定科目を特定する(ステップS308)。ここで特定する勘定科目は、借方勘定科目と貸方勘定科目の両方であることが望ましい。特に、借方勘定科目は、金額によって異なるため、特定の精度を上げる必要がある。例えば、ソフトウェアは金額によって消耗品となるか、ソフトウェア無形固定資産となるかが異なってくる。また、会議費と交際費の判断も、金額と人数に応じて行わねばならない。 3, the account item specifying module 213 of the computer 200 specifies the account item of the product based on the product information acquired in step S306 (step S308). The account item specified here is preferably both a debit account item and a credit account item. In particular, since debit account items differ depending on the amount of money, it is necessary to increase specific accuracy. For example, software becomes a consumable item or a software intangible asset depending on the amount of money. Judgment of meeting fee and association fee must be made according to the amount and the number of people.
 コンピュータ200の、会計情報登録モジュール214は、ステップSS306で取得した商品情報と、ステップS308で特定した勘定科目を関連付けて会計情報として会計情報データベース232に登録する(ステップS309)。ここで、会計情報データベース232に登録する項目には、購入日、摘要、金額、勘定科目、資産ID、会計情報ID等を含むものとする。 The accounting information registration module 214 of the computer 200 associates the product information acquired in step SS306 with the account item specified in step S308 and registers it in the accounting information database 232 as accounting information (step S309). Here, items to be registered in the accounting information database 232 include purchase date, description, amount, account item, asset ID, accounting information ID, and the like.
 図9は、会計情報データベース232に登録する内容の確認画面の一例を示す図である。図3には図示していないが、会計情報登録モジュール214は、ステップS309で実際に会計情報登録を行う前にこの画面を表示し、ユーザに登録内容を確認させてもよい。図9の表示を行う場合には、コンピュータ200と端末100の間で、適時必要なデータの送受信を行うものとする。ここで、端末100の画面の表示部901に会計情報を表示し、また、必要に応じて会計情報を編集させる。ここで、編集された会計情報は、購入情報および商品情報とあわせて記憶部230に保存し、勘定科目特定モジュール213の学習にフィードバックすることで、より勘定科目の特定の精度を向上させることができる。勘定科目特定モジュール213の勘定科目の特定の精度を向上させるための教師学習は、ステップS305の購入情報の学習と同じタイミングで行ってもよいし、コンピュータ200の処理負荷が軽いときに行ってもよいし、ある一定の件数以上教師学習に使用できるデータが蓄積されてから行ってもよい。また、この画面であわせて、登録する会計情報についての減価償却処理が必要な場合には、その内容を選択させてもよい。図9では、金額が148,000円のPCを購入しているため、設定902で、その処理方法を選択させる例を示している。ここでは、「推奨(自動で会計処理を行う)」、「一括償却資産とする」、「少額減価償却資産の特例を適用する」、「減価償却資産とする」という4つの選択肢から、ラジオボタンで「推奨(自動で会計処理を行う)」を選択している状態を図示している。ここで、登録ボタン903を選択することにより、会計情報登録モジュール214は、会計情報とあわせて本画面で選択された減価償却処理に関する情報を、会計情報データベース232に登録する。キャンセルボタン904を選択した場合、会計情報の登録を行わず処理を終了してもよいし、前の画面に遷移してもよい。 FIG. 9 is a diagram showing an example of a confirmation screen for contents registered in the accounting information database 232. Although not shown in FIG. 3, the transaction information registration module 214 may display this screen before actually registering transaction information in step S <b> 309 to allow the user to confirm the registration contents. When the display of FIG. 9 is performed, it is assumed that necessary data is transmitted and received between the computer 200 and the terminal 100 in a timely manner. Here, the transaction information is displayed on the display unit 901 of the screen of the terminal 100, and the transaction information is edited as necessary. Here, the edited accounting information is stored in the storage unit 230 together with the purchase information and the product information, and fed back to the learning of the account identification module 213, so that the accuracy of account identification can be further improved. it can. The teacher learning for improving the account item identification accuracy of the account item identification module 213 may be performed at the same timing as the purchase information learning in step S305 or when the processing load of the computer 200 is light. It may be performed after data that can be used for teacher learning is accumulated more than a certain number. In addition, if the depreciation process for the accounting information to be registered is necessary, the contents may be selected. FIG. 9 shows an example in which a processing method is selected by setting 902 because a PC with an amount of 148,000 yen has been purchased. Here, radio buttons are available from four choices: “Recommend (automatically account)”, “Lump depreciable assets”, “Apply special case for small depreciable assets”, and “Depreciable assets” Shows the state where “Recommended (Perform accounting automatically)” is selected. Here, by selecting the registration button 903, the transaction information registration module 214 registers information related to the depreciation processing selected on this screen together with the transaction information in the transaction information database 232. When the cancel button 904 is selected, the processing may be terminated without registering the transaction information, or the previous screen may be displayed.
 図6は、会計情報データベース232内の会計情報テーブルの一例である。ここでは、会計情報ID、資産ID、購入日、摘要、金額(円)、借方勘定科目、減価償却期間、貸方勘定科目、を登録している。例えば、図7および図8の例の会計情報は、会計情報登録モジュール214により「会計情報ID:20160002、資産ID:1002、購入日:2016/11/15、摘要:PC-2016ノートPC、金額(円):148,000、借方勘定科目:器具備品費、減価償却期間:4年、貸方勘定科目:普通預金」として会計情報データベース232に登録される。ここで会計情報IDとは、会計情報データベース232内での情報の管理がしやすいように付与する固有のIDであるものとする。会計情報IDは会計情報データベース232への登録順に付与してもよい。購入日、購入店舗、摘要、価格(円)、は、取得モジュール211が商品情報としてステップS306で取得したものである。借方勘定科目、減価償却期間、貸方勘定科目、は、勘定科目特定モジュール213がステップS308で特定したものである。会計情報テーブルでは、資産テーブルの商品名を摘要に、価格(円)を金額(円)に、言い換えている。また、図6には記載していないが、登録者または購入者の情報を、会計情報データベース232内の会計情報テーブルに保持してもよい。さらに、前述した図9の登録内容の確認画面で、減価償却処理に関する内容を選択している場合には、これらの情報をあわせて会計情報データベース232内の会計情報テーブルに保持してもよい。 FIG. 6 is an example of an accounting information table in the accounting information database 232. Here, an accounting information ID, asset ID, purchase date, description, amount (yen), debit account item, depreciation period, and credit account item are registered. For example, the accounting information in the example of FIGS. 7 and 8 is obtained by the accounting information registration module 214 as “Accounting ID: 20160002, Asset ID: 1002, Purchase Date: 2016/11/15, Description: PC-2016 Notebook PC, Amount (Yen): 148,000, debit account item: equipment cost, depreciation period: 4 years, credit account item: ordinary deposit ”is registered in the accounting information database 232. Here, the accounting information ID is a unique ID that is assigned so as to facilitate management of information in the accounting information database 232. The accounting information ID may be given in the order of registration in the accounting information database 232. The purchase date, purchase store, abstract, and price (yen) are those acquired by the acquisition module 211 in step S306 as product information. The debit account item, the depreciation period, and the credit account item are specified by the account item specifying module 213 in step S308. In the accounting information table, the product name in the asset table is summarized, and the price (yen) is converted into the amount (yen). Although not shown in FIG. 6, information on the registrant or purchaser may be held in the transaction information table in the transaction information database 232. Furthermore, when the content related to the depreciation process is selected on the registration content confirmation screen of FIG. 9 described above, these pieces of information may be stored together in the accounting information table in the accounting information database 232.
 図3のフローに戻り、コンピュータ200の制御部210は、通信部220を介して資産登録と会計情報登録の完了を、端末100に通知する(ステップS310)。 3, the control unit 210 of the computer 200 notifies the terminal 100 of completion of asset registration and accounting information registration via the communication unit 220 (step S310).
 端末100の制御部110は、コンピュータ200からの登録完了通知を受け、端末100の入出力部140に、資産データベース231に登録した資産登録の内容と、会計情報データベース232に登録した会計情報登録の内容を出力する(ステップS311)。ここでの出力は、画面表示でもよいし、音声出力でもよく、出力方式により本特許は限定されるものではない。また、登録を行わなかった場合には、その旨を表示しても良い。 Upon receiving the registration completion notification from the computer 200, the control unit 110 of the terminal 100 receives the registration information registered in the asset database 231 and the accounting information registration registered in the accounting information database 232 in the input / output unit 140 of the terminal 100. The contents are output (step S311). The output here may be a screen display or an audio output, and this patent is not limited by the output method. Further, when registration is not performed, a message to that effect may be displayed.
 図3のフローチャートでは、端末100から購入情報送信することで、資産データベース231に資産登録を行い、会計情報データベース232に会計情報の登録を行う場合について記載した。この資産管理システムを活用して、端末100から、例えば購入情報として飲食費の情報を送信することで、ステップS307で資産データベース231には資産登録を行わずに進み、ステップS309で会計情報データベース232に会計情報の登録を行っても良い。その場合、ステップS308での勘定科目特定を行う際に、会議費か交際費かの判断を、金額と人数に応じて適切に行えるよう、勘定科目についての学習を行う。図6の会計情報データベース232内の会計情報テーブルの、会計情報ID:20160005は借方勘定科目が会議費の例、会計情報ID:20160006は借方勘定科目が交際費の例である。これら、資産データベース231への登録を行わなかった例では、「資産ID:none」とするなど、資産データベース231への登録はないと判別が可能となるように、会計情報テーブルを埋めておくことが望ましい。 In the flowchart of FIG. 3, a case is described in which asset information is registered in the asset database 231 and accounting information is registered in the accounting information database 232 by transmitting purchase information from the terminal 100. Utilizing this asset management system, for example, by sending information about eating and drinking expenses as purchase information from the terminal 100, the process proceeds without registering the asset in the asset database 231 in step S307, and the accounting information database 232 in step S309. You may register accounting information. In that case, when the account item is specified in step S308, the account item is learned so that the determination as to whether it is a meeting fee or an association fee can be appropriately made according to the amount and the number of people. In the accounting information table in the accounting information database 232 of FIG. 6, the accounting information ID: 20160005 is an example in which the debit account item is a conference fee, and the accounting information ID: 20160006 is an example in which the debit account item is an expense account. In these examples where registration to the asset database 231 is not performed, the accounting information table is filled so that it can be determined that there is no registration in the asset database 231 such as “asset ID: none”. Is desirable.
 以上のように、本発明によれば、資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムにおいて、電子商取引に関するユーザの購入情報や勘定科目を学習して、資産管理をインターネット上で行う資産管理システム、資産管理方法、およびプログラムを提供することが可能となる。 As described above, according to the present invention, in the asset management system that includes the asset database and the accounting information database and manages the asset of the target user, the user purchase information and account items related to electronic commerce are learned. It is possible to provide an asset management system, an asset management method, and a program for performing asset management on the Internet.
 [事前の購入情報学習に基づく資産登録処理と会計情報登録処理]
 図4は、事前に行った購入情報の学習をもとに、資産登録処理と会計情報登録処理を行う場合の、端末100とコンピュータ200のフローチャート図である。上述した各装置のモジュールが実行する処理について、本処理にあわせて説明する。
[Asset registration processing and accounting information registration processing based on prior purchase information learning]
FIG. 4 is a flowchart of the terminal 100 and the computer 200 when performing asset registration processing and accounting information registration processing based on learning of purchase information performed in advance. The processing executed by the module of each device described above will be described in accordance with this processing.
 はじめに、コンピュータ200の取得モジュール211は、購入情報の学習を行うための購入情報の取得を行う(ステップS401)。ここでの購入情報の取得は、学習のためにはデータ数が多いことが望ましいので、端末100からの購入情報の受信に限定せず、記憶部230から過去に記憶した購入情報を取得したり、記録媒体に記録された購入情報を取得したりしてもよい。 First, the acquisition module 211 of the computer 200 acquires purchase information for learning purchase information (step S401). The acquisition of purchase information here is preferably a large number of data for learning. Therefore, the purchase information is not limited to reception of purchase information from the terminal 100, but purchase information stored in the past can be acquired from the storage unit 230. The purchase information recorded on the recording medium may be acquired.
 次に、取得モジュール211は、購入情報に含まれる商品の商品情報を取得するための学習を行う(ステップS402)。学習は、人間が購入情報のどの部分に商品情報が含まれるかを指定する教師学習を行ってもよいし、機械学習やディープラーニング(深層学習)を利用してもよい。ステップS401とステップS402で、事前に十分な学習を行えれば、毎回端末100から購入情報を受信するたびに学習を行わなくても、商品情報を取得するために十分な精度を得られ、また、ユーザに対するレスポンスを向上することが可能となる。ステップS401とステップS402を実行するタイミングは、資産管理システムで設定可能としてよい。また、以降のステップS406で購入情報から商品情報を自動で取得する際の精度が、基準値以上であればそのまま学習を行わず、基準値を下回る場合にのみ、次回学習を行う設定としてもよい。 Next, the acquisition module 211 performs learning for acquiring the product information of the product included in the purchase information (step S402). For learning, human learning may be performed in which part of the purchase information includes product information, or machine learning or deep learning (deep learning) may be used. If sufficient learning can be performed in advance in step S401 and step S402, sufficient accuracy for acquiring product information can be obtained without learning each time purchase information is received from the terminal 100. The response to the user can be improved. The timing for executing steps S401 and S402 may be settable by the asset management system. In addition, if the accuracy at the time of automatically acquiring the product information from the purchase information in step S406 is higher than the reference value, the learning is not performed as it is, and the next learning may be set only when the accuracy is lower than the reference value. .
 次に、端末100の制御部110は通信部120を介して、コンピュータ200と通信し、資産管理システムへのログインを行う(ステップS403)。ここで、ログイン処理を行うことで、対象となるユーザを特定することができる。ログインするために必要なアカウント情報と認証情報を、ログイン要求とあわせてコンピュータ200に送信するものとする。アカウント情報とは、名前やニックネームやID等であり、認証情報とは、パスワードやパスフレーズ、ICカードやスマートカード、指紋や虹彩、等であるものとする。資産管理システムを利用するユーザは個人であってもよいし、法人であってもよい。法人である場合には、アカウント情報に法人と個人の両方を特定できる情報を含め、法人内のどのユーザであるかを特定できるようにすることが望ましい。 Next, the control unit 110 of the terminal 100 communicates with the computer 200 via the communication unit 120 and logs in to the asset management system (step S403). Here, the target user can be specified by performing the login process. Assume that account information and authentication information necessary for login are transmitted to the computer 200 together with a login request. The account information is a name, a nickname, an ID, and the like, and the authentication information is a password, a passphrase, an IC card, a smart card, a fingerprint, an iris, and the like. The user who uses the asset management system may be an individual or a corporation. In the case of a corporation, it is desirable to include information that can identify both the corporation and the individual in the account information so that it is possible to identify which user in the corporation.
 次に、制御部110は通信部120を介して、資産管理システムで管理したいユーザの購入情報を、コンピュータ200に送信する(ステップS404)。ここでの購入情報とは、商品を購入した際や受け取りを行った際にユーザが受信したメールや、レシートや請求書を撮像した画像データ、画像データをOCR処理した文字列等のデータ、ECサイトのデータ等である。購入情報は、APIパラメータとして送信してもよい。 Next, the control unit 110 transmits purchase information of a user who wants to manage with the asset management system to the computer 200 via the communication unit 120 (step S404). Purchase information here refers to e-mail received by the user when purchasing or receiving a product, image data obtained by capturing a receipt or invoice, data such as a character string obtained by OCR processing of image data, EC Site data, etc. Purchase information may be transmitted as an API parameter.
 図7は、購入情報の登録を行うかどうかの確認画面の一例を示す図である。この画面は、ユーザが購入処理を完了したかどうかを資産管理システムが監視して自動で起動してもよいし、ユーザが手動で起動してもよい。また、ここでは、端末100の入出力部140に画面表示した例を示しているが、音声出力と音声認識等を使用して、購入情報の登録を行うかを選択させてもよい。図7では、画面の表示部701にユーザが受信した購入手続き完了のメールを表示し、画面下部のボタンで、本購入情報の登録を行うかどうかをユーザに選択させる。登録するボタン702を選択することにより、端末100での購入情報送信処理(ステップS404)を実行する。登録しないボタン703を選択することにより、購入情報の登録を行わず、処理を終了する。後で登録するボタン704を選択することにより、購入情報の登録処理を後で行う。ここでは図示していないが、後で登録処理を行うタイミングを、あわせて設定してもよい。後で登録処理を行うタイミングとして、ユーザに日時の選択をさせてもよいし、端末100の制御部110が、受信した購入情報に含まれる配達予定日等の特定の日付をピックアップして設定してもよいものとする。 FIG. 7 is a diagram showing an example of a confirmation screen as to whether or not to register purchase information. This screen may be automatically activated by the asset management system monitoring whether the user has completed the purchase process, or may be manually activated by the user. Here, an example is shown in which the screen is displayed on the input / output unit 140 of the terminal 100. However, it may be selected whether to register purchase information using voice output, voice recognition, or the like. In FIG. 7, the purchase procedure completion mail received by the user is displayed on the display unit 701 of the screen, and the user selects whether to register the purchase information with the button at the bottom of the screen. By selecting the button 702 to be registered, purchase information transmission processing (step S404) at the terminal 100 is executed. By selecting a button 703 that is not registered, the purchase information is not registered, and the process is terminated. By selecting a button 704 to be registered later, purchase information registration processing is performed later. Although not shown here, the timing for performing the registration process later may be set together. As a timing for performing the registration process later, the user may select a date and time, or the control unit 110 of the terminal 100 picks up and sets a specific date such as a scheduled delivery date included in the received purchase information. It may be.
 コンピュータ200の取得モジュール211は、端末100からの購入情報を受信する(ステップS405)。 The acquisition module 211 of the computer 200 receives purchase information from the terminal 100 (step S405).
 以降、図4のステップS406からステップS411の処理は、図3のステップS306からステップS311の処理に相当するため、ここでは、説明を省略する。 Hereinafter, since the processing from step S406 to step S411 in FIG. 4 corresponds to the processing from step S306 to step S311 in FIG. 3, the description thereof is omitted here.
 以上のように、本発明によれば、資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムにおいて、電子商取引に関するユーザの購入情報を事前に学習することにより、資産管理をインターネット上で行うレスポンスのよい資産管理システム、資産管理方法、およびプログラムを提供することが可能となる。 As described above, according to the present invention, in the asset management system that includes the asset database and the accounting information database and manages the asset of the target user, by learning in advance the purchase information of the user regarding electronic commerce. It is possible to provide an asset management system, an asset management method, and a program with good response that perform asset management on the Internet.
 上述した手段、機能は、コンピュータ(CPU、情報処理装置、各種端末を含む)が、所定のプログラムを読み込んで、実行することによって実現される。プログラムは、例えば、コンピュータからネットワーク経由で提供される(SaaS:ソフトウェア・アズ・ア・サービス)形態であってもよいし、フレキシブルディスク、CD(CD-ROM等)、DVD(DVD-ROM、DVD-RAM等)、コンパクトメモリ等のコンピュータ読取可能な記録媒体に記録された形態で提供される。この場合、コンピュータはその記録媒体からプログラムを読み取って内部記憶装置または外部記憶装置に転送し記憶して実行する。また、そのプログラムを、例えば、磁気ディスク、光ディスク、光磁気ディスク等の記憶装置(記録媒体)に予め記録しておき、その記憶装置から通信回線を介してコンピュータに提供するようにしてもよい。 The means and functions described above are realized by a computer (including a CPU, an information processing apparatus, and various terminals) reading and executing a predetermined program. The program may be, for example, in the form (SaaS: Software as a Service) provided from a computer via a network, or a flexible disk, CD (CD-ROM, etc.), DVD (DVD-ROM, DVD). -RAM, etc.) and a computer-readable recording medium such as a compact memory. In this case, the computer reads the program from the recording medium, transfers it to the internal storage device or the external storage device, stores it, and executes it. The program may be recorded in advance in a storage device (recording medium) such as a magnetic disk, an optical disk, or a magneto-optical disk, and provided from the storage device to a computer via a communication line.
 以上、本発明の実施形態について説明したが、本発明は上述したこれらの実施形態に限るものではない。また、本発明の実施形態に記載された効果は、本発明から生じる最も好適な効果を列挙したに過ぎず、本発明による効果は、本発明の実施形態に記載されたものに限定されるものではない。 As mentioned above, although embodiment of this invention was described, this invention is not limited to these embodiment mentioned above. The effects described in the embodiments of the present invention are only the most preferable effects resulting from the present invention, and the effects of the present invention are limited to those described in the embodiments of the present invention. is not.
100 端末、200 コンピュータ、300 通信網 100 terminals, 200 computers, 300 communication networks

Claims (4)

  1.  資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムであって、
     前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得する取得手段と、
     前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録する資産登録手段と、
     前記取得した商品情報に基づいて、勘定科目を特定する勘定科目特定手段と、
     前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録する会計情報登録手段と、
     を備えることを特徴とする資産管理システム。
    An asset management system comprising an asset database and an accounting information database, and performing asset management for target users,
    Receiving means for receiving product purchase information by the user, learning the purchase information, and acquiring product information of the product included in the purchase information;
    Asset registration means for registering the product as the user's asset in the asset database based on the received purchase information and the acquired product information;
    Account specifying means for specifying an account based on the acquired product information;
    Accounting information registration means for registering the acquired product information and the specified account item in the accounting information database as accounting information,
    An asset management system comprising:
  2.  当該商品の勘定科目を特定する際に、過去に特定された商品情報と、勘定科目との学習結果に基づいて、前記商品の勘定科目を特定することを特徴とする請求項1に記載の資産管理システム。 2. The asset according to claim 1, wherein when the account item of the product is specified, the account item of the product is specified based on a learning result of the product information specified in the past and the account item. Management system.
  3.  資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理方法であって、
     前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得するステップと、
     前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録するステップと、
     前記取得した商品情報に基づいて、勘定科目を特定するステップと、
     前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録するステップと、
    を備えることを特徴とする資産管理方法。
    An asset management method comprising an asset database and an accounting information database and performing asset management for a target user,
    Receiving purchase information of a product by the user, learning the purchase information, and acquiring product information of a product included in the purchase information;
    Registering the product in the asset database as the user's asset based on the received purchase information and the acquired product information;
    Identifying an account item based on the acquired product information;
    Registering the acquired product information and the specified account item in the accounting information database as accounting information;
    An asset management method comprising:
  4.  資産データベースと、会計情報データベースとを備え、対象となるユーザの資産管理を行う資産管理システムに、
     前記ユーザによる商品の購入情報を受信し、前記購入情報を学習して、前記購入情報に含まれる商品の商品情報を取得するステップ、
     前記受信した購入情報と、前記取得した商品情報とに基づいて、当該商品を前記ユーザの資産として前記資産データベースに登録するステップ、
     前記取得した商品情報に基づいて、勘定科目を特定するステップ、
     前記取得した商品情報と、前記特定した勘定科目を関連付けて会計情報として前記会計情報データベースに登録するステップ、
    を実行させるためのプログラム。
    An asset management system that includes an asset database and an accounting information database, and manages the assets of target users.
    Receiving purchase information of a product by the user, learning the purchase information, and acquiring product information of the product included in the purchase information;
    Registering the product in the asset database as the user's asset based on the received purchase information and the acquired product information;
    Identifying an account item based on the acquired product information;
    Registering the acquired product information and the specified account item in the accounting information database as accounting information,
    A program for running
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