File processing program and file processing device

Abstract

To provide a file processing program and a file processing device that execute processing according to the purpose of a file with an easy operation in a business management tool.SOLUTION: A file processing program causes a processor to: display a file input area for the input of a file on a display screen of a display device; recognize the type of file predetermined for each purpose of the file with respect to the file input to the file input area; determine processing of at least one business management program that can be executed by using the file input from the recognized type of file; and execute processing of the business management program determined by using the input file.SELECTED DRAWING: Figure 2

Description

[Technical field]

[0001] The present embodiment relates to a file processing program and a file processing device. [Background technology]

[0002] In recent years, business management tools such as various types of groupware and sales force automation (SFA) systems have come into use in the business world. Groupware is primarily used to manage information within an organization. Meanwhile, SFA is primarily used to manage information outside an organization, such as information on trading clients and information on each person at trading clients. In recent years, groupware and SFA have often been able to work together. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2017-157898 A Summary of the Invention [Problem to be solved by the invention]

[0004] In business management tools, various types of files can be used. In business management tools, it is often necessary to execute different processes depending on the purpose of the file, such as payment management for an invoice file and expense settlement for a receipt file. In business management tools, the processes according to the purpose of these files are often performed according to operations on different screens corresponding to each process. It is desirable to execute the processes according to the purpose of these files with simple operations.

[0005] The embodiments aim to provide a file processing device and a file processing program that allow processing according to the purpose of a file to be performed with simple operations in a task management tool. [Means for solving the problem]

[0006] According to one embodiment, the file processing program causes a processor to perform the following operations: display a file input area for inputting a file on a display screen of a display device; recognize a file type defined for each intended use of the file for the file input into the file input area; determine from the recognized file type the processing of at least one business management program that can be executed using the input file; and execute the processing of the business management program determined using the input file. Effect of the Invention

[0007] According to the embodiment, it is possible to provide a file processing program and a file processing device in which processing according to the purpose of a file is performed with simple operations in a task management tool. [Brief description of the drawings]

[0008] [Figure 1] FIG. 1 is a diagram illustrating an example of a configuration of a communication system according to an embodiment. [Diagram 2] FIG. 2 is a flowchart showing the processing of the business management program. [Diagram 3] FIG. 3 is a diagram showing an example of a portal screen in the business management program. [Figure 4] FIG. 4 is a flowchart showing the file analysis process. [Diagram 5] FIG. 5 is a flowchart showing the file recognition process. [Figure 6] FIG. 6 is a diagram showing an example of a display when a file is input to the file processing portlet. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0009] Hereinafter, an embodiment will be described with reference to the drawings. FIG. 1 is a diagram showing an example of a configuration of a communication system according to an embodiment. As shown in FIG. 1, the communication system 1 has a server 2 and a terminal 3. The server 2 and the terminal 3 communicate with each other, for example, via a network N. The network N is, for example, an intranet. The network N may be further connected to an external network such as the Internet. The server 2 may communicate with a file server (not shown) or the like, via the network N.

[0010] The server 2, which is an example of a file processing device, has a processor 21, a memory 22, a storage 23, and a communication module 24. The processor 21, the memory 22, the storage 23, and the communication module 24 are connected to a bus 25 so as to be able to communicate with each other. Here, the server 2 may further have an input interface, a display, and the like. Also, the server 2 does not have to be a single server. The server 2 may be a server managed by an organization, such as a company, to which the user of the terminal 3 belongs. The server 2 may also be a server managed by an organization entrusted by the organization to which the user of the terminal 3 belongs.

[0011] The processor 21 is a processor configured to control the operation of the server 2. The processor 21 is, for example, a CPU. The processor 21 may be an MPU, a GPU, or the like, instead of a CPU. In addition, the processor 21 does not need to be configured by one CPU or the like, and may be configured by multiple CPUs or the like.

[0012] The memory 22 includes memories such as ROM and RAM. The ROM is a non-volatile memory. The ROM stores a startup program for the server 2 and the like. The RAM is a volatile memory. The RAM is used as a working memory during processing in the processor 21, for example.

[0013] The storage 23 is, for example, a storage such as a hard disk drive or a solid state drive. The storage 23 stores an OS 231, a task management program 232, and a file processing program 233. The storage 23 may store programs and data other than the OS 231, the task management program 232, and the file processing program 233. For example, the storage 23 may have a shared storage for storing document data shared in an organization to which the user of the terminal 3 belongs.

[0014] The OS 231 is a program for implementing basic functions of the server 2. Various programs stored in the storage 23 are executed under the control of the OS.

[0015] The business management program 232 is a group of programs for making the processor 21 execute processing of groupware as an example of a business management tool. The business management program 232 may be a program that runs on a web browser of the terminal 3. The business management program 232 may be a program for making the processor 21 execute processing related to various types of management of the user, such as attendance management, schedule management, and project management. The business management program 232 may also be a program for making the processor 21 execute processing of workflows associated with various applications by the user, such as an application for paid leave, an application for purchasing goods, an application for expense settlement, and an application for travel expense settlement. In addition, the business management program 232 may be a program for making the processor 21 execute various types of processing as groupware, such as sharing documents between groups, reserving facilities and equipment, sending and receiving e-mail, and managing To Do. Here, the business management program 232 may be a program for making the processor 21 execute processing in cooperation with other cooperation systems, such as SFA (Sales Force Automation). By linking with the SFA, the business management program 232 can also perform processes such as displaying various types of customer information about the user's customers and information about each person related to the user.

[0016] The file processing program 233 is a program that cooperates with the task management program 232, and recognizes the type of file input by the user according to its purpose, and determines the processing of the task management program 232 that is associated with the recognized file type. The task management program 232 causes the processor 21 to execute the determined processing. Here, the processing includes processing for saving the input file in a predetermined specific save destination, processing for inputting information read from the input file as a parameter to a specific input destination, processing for starting a program determined for each input file, and the like.

[0017] The communication module 24 is a module including an interface configured to perform processing when the server 2 communicates with the terminal 3. The communication module 24 is configured to connect to the network N using a mobile phone line, a wireless LAN line, or the like. The communication module 24 may also be configured to connect to the network using a wired line.

[0018] The terminal 3 is a terminal operated by a user, such as a smartphone, a tablet terminal, or a personal computer. The terminal 3 has, for example, an input interface, a display, and a communication module. The input interface is an interface for receiving input from a user, such as a keyboard, a mouse, or a touch panel. The display is a display device for displaying various screens, such as a liquid crystal display or an organic EL display. Here, in FIG. 1, there is one terminal 3. The communication system 1 may have two or more terminals 3.

[0019] Next, the operation of the communication system in the embodiment will be described. Fig. 2 is a flowchart showing the processing of the task management program 232. Fig. 2 mainly shows the processing in the task management program 232 related to the processing of the file processing program 233. The processing in Fig. 2 is started when the task management program 232 is started by a request from the user of the terminal 3. The user of the terminal 3 starts a web browser and accesses the server 2. In response, the server 2 starts the task management program 232.

[0020] In step S1, the processor 21 displays a portal screen in the business management program 232 on, for example, a web browser of the terminal 3. The portal screen is a screen for displaying various functions that are frequently used by the user in the business management program 232 in an aggregated form.

[0021] 3 is a diagram showing an example of a portal screen in the business management program 232. An example portal screen 300 is provided with a user name display field 301. The user name display field 301 is a display field for displaying the user name of the user of the terminal 3. In the user name display field 301, the user's organizational affiliation, etc. may be displayed together with the user name.

[0022] Moreover, the portal screen 300 in one example is provided with an attendance status display field 302. The attendance status display field 302 is a display field for displaying the attendance status of the user, such as coming to work or leaving work at a company or the like. The attendance status display field 302 may be provided with a drop-down list including items such as "present at work" and "left work." The user can operate the terminal 3 to select his / her own status from the drop-down list. In response to this selection, the business management program 232 updates the attendance status of the user managed by the attendance management program, thereby providing the attendance status display field 302 with a time card function.

[0023] Moreover, the example portal screen 300 is provided with a portlet display field 303. Portlets are displayed in the portlet display field 303. A portlet is a web component that can be executed on the portal screen of the business management program 232. A user can perform operations related to various functions of the business management program 232 from the portlet displayed in the portlet display field 303.

[0024] 3, a new information portlet, a mail portlet, a message portlet, a document management portlet, and an expense settlement portlet are displayed in the portlet display field 303. In the embodiment, a file processing portlet 3031 may be displayed in the portlet display field 303. The user may place in the portlet display field 303 a portlet that he or she desires other than those shown in FIG.

[0025] The latest information portlet displays various kinds of latest information accompanying updates to the status of the business management program 232. The user can check the latest information from the latest information portlet. In addition, if a link is set in the latest information, the user can also check the information at the link destination.

[0026] The mail portlet is a portlet for sending and receiving e-mails related to the user of the terminal 3. The user can send and receive e-mails from the mail portlet.

[0027] The message portlet displays a list of the presence status of each member of the organization to which the user of terminal 3 belongs. Furthermore, the message portlet also displays messages written by each member. The user of terminal 3 can know the status of each member from the presence status and messages.

[0028] The document management portlet is a portlet for managing various document data shared among members of an organization to which the user of the terminal 3 belongs. The user can view necessary documents from the document management portlet.

[0029] The expense settlement portlet is a portlet that allows the user of the terminal 3 to submit various expense claims. In the expense settlement portlet, the user fills in the necessary information for expense settlement according to a predetermined format, and submits the application file with the necessary information filled in to a predetermined destination. This starts the expense settlement process.

[0030] The file processing portlet 3031 has a file input area for the user to input various files. A file is input into the file input area by, for example, the user dropping the file. When a file is dropped into the file input area of ​​the file processing portlet 3031, the file processing program 233 is started and various processes according to the dropped file are executed. Details will be explained later. Here, the file input area of ​​the file processing portlet may be the entire display area of ​​the file processing portlet 3031, or may be an area of ​​a specific pattern provided in the display area of ​​the file processing portlet 3031, etc.

[0031] Here, each portlet may be provided with a setting button or the like for making settings for the corresponding portlet.

[0032] Moreover, the portal screen 300 of the example is provided with a schedule display field 304. In the schedule display field 304, for example, a weekly schedule of the user of the terminal 3 is displayed. The user can enter his / her own plans in the schedule display field 304 and check the entered plans. In the example, a weekly schedule is displayed. The schedule displayed in the schedule display field 304 may be switched to a period other than a week, such as a month.

[0033] Moreover, the portal screen 300 in one example may be provided with a menu button 305. The menu button 305 is a button for displaying a menu screen. From the menu screen, the user can execute functions of the business management program 232 other than those displayed in the portlet display field 303. Here, if a function equivalent to the menu button 305 can be implemented by something other than a button operation, the menu button 305 does not have to be provided.

[0034] Furthermore, the portal screen 300 in one example may be provided with a setting button 306. The setting button 306 is a button for displaying a setting screen. The user can set various functions of the business management program 232 from the setting screen. Here, if a function equivalent to the setting button 306 can be implemented by a method other than button operation, the setting button 306 does not have to be provided.

[0035] Returning to the description of FIG. 2, in step S2 after the portal screen is displayed, the processor 21 determines whether or not a file has been input to the file processing portlet. When the user wants to execute a process related to a file, the user drops the file, for example, into the file input area of ​​the file processing portlet. In response to this, the processor 21 determines that a file has been input to the file processing portlet. When it is determined in step S2 that a file has not been input, the process proceeds to step S3. When it is determined in step S2 that a file has been input, the process proceeds to step S4. Here, the number of files input by the user at one time in step S2 may be one, or two or more. The input file is not particularly limited. The input file may be, for example, a file stored in a specified folder, an attachment to a received e-mail, a document file that has been approved as a result of workflow processing, an image file of a document read using the scan function of a multifunction device, or a file generated in another linked system that links with the business management program 232 such as an SFA. Here, the attached file of the received e-mail may be processed as if it had been input to the file processing portlet without any input operation by the user. Also, an image file of a document read using the scanning function of the multifunction device may be processed as if it had been automatically input to the file processing portlet without any drop operation by the user, by cooperation between the business management program 232 and the API (Application Program Interface) of the multifunction device. Similarly, a file generated in another linked system such as an SFA may be processed as if it had been automatically input to the file processing portlet without any input operation by the user, by cooperation between the business management program 232 and the API of the other linked system.Furthermore, files managed in applications other than the web browser installed on terminal 3 may be automatically processed as if they had been entered into the file processing portlet, without user input operations, by cooperation between the business management program 232 and the other applications.

[0036] In step S3, the processor 21 executes other processes other than those performed when a file is input to the file input portlet. The other processes are, for example, processes using the respective portlets described above. Here, depending on the process, a transition from the portal screen 300 to another screen may occur. A detailed description of the other processes will be omitted. After the other processes are completed, the process proceeds to step S5.

[0037] In step S4, the processor 21 executes the file analysis process by starting the file processing program 233. After the file analysis process, the process proceeds to step S5.

[0038] The file analysis process is described below. Fig. 4 is a flowchart showing the file analysis process. The file analysis process recognizes the type of the file input to the file processing portlet according to its purpose, and determines the processing for the file desired by the user from the recognized file type.

[0039] In step S11, the processor 21 executes a file recognition process. After the file recognition process, the process proceeds to step S12.

[0040] The file recognition process is described below with reference to a flowchart shown in Fig. 5. The file recognition process is a process for recognizing the type of a file dropped onto a file processing portlet.

[0041] In step S101, the processor 21 acquires file information of the input file. The file information is information acquired from the file, and includes, for example, information such as the file name, extension, size, creation date and time or update date and time, and creator or updater of the file. The file information is acquired, for example, from the file header. Here, the file header of a photo file generated from an image captured by a camera includes Exif (Extensible Image file format) information. In such a case, Exif information may be acquired as the file information. Various information such as the shooting date, photographer, and shooting location can be obtained from the Exif information.

[0042] In step S102, the processor 21 stores the acquired file information, for example, in the memory 22. After that, the process proceeds to step S103.

[0043] In step S103, the processor 21 determines whether the input file is an image file. Whether the input file is an image file can be determined, for example, from the file extension. Here, the image file in step S103 can include a PDF (Portable Document Format) file or the like. When it is determined in step S103 that the input file is an image file, the process proceeds to step S104. When it is determined in step S103 that the input file is not an image file, the process proceeds to step S106.

[0044] In step S104, the processor 21 performs image recognition processing. The image recognition processing is processing for recognizing objects appearing in an image included in a file. In an embodiment, the image recognition processing includes face recognition processing and OCR (Optical Character Recognition) processing. The face recognition processing is processing for recognizing the face of a person in an image. The face recognition processing may include personal authentication processing for identifying an individual by matching recognized face data with face data registered in advance. Furthermore, the OCR processing is processing for recognizing text in an image. The face recognition processing and the OCR processing may be performed by any method. Furthermore, the face recognition processing and the OCR processing may be performed using a dedicated learning model.

[0045] In step S105, the processor 21 stores the result of the image recognition in, for example, the memory 22. After that, the process proceeds to step S106. For example, if a face is recognized from the image, the processor 21 stores information such as the position and size of the face and the user name of the identified user. Also, if text is recognized from the image, the processor 21 stores information on the recognized text.

[0046] In step S106, the processor 21 determines whether the input file contains text. Whether the input file contains text can be determined, for example, from the file extension. Here, the file containing text may be a document file, an e-mail file, an HTML (Hyper Text Markup Language) file, or the like. Furthermore, the text may be recorded in a format including tags such as an XML (eXtensible Markup Language) format. Also, whether the input file contains text can be determined by actually opening the file. In step S106, when it is determined that the input file contains text, the process proceeds to step S107. In step S106, when it is determined that the input file does not contain text, the process proceeds to step S108.

[0047] In step S107, the processor 21 extracts the text from the file.

[0048] In step S108, the processor 21 stores the extracted text in, for example, the memory 22. After that, the process proceeds to step S108.

[0049] In step S109, the processor 21 judges whether the type of the input file has been recognized. The file type here is a file type determined for each use of the file, such as a receipt file, a contract file, and a photo file. For example, if the file name contains a character string directly including the file type, such as "receipt" or "contract", it is judged that the type of the input file has been recognized. Even if the file name does not contain a character string including the file type, for example, if a face is recognized as a result of face recognition processing, it is judged that the input file is a photo file and the type of the input file has been recognized. Furthermore, if the text recognized as a result of the OCR processing contains a character string directly including the file type, such as "receipt" or "contract", or even if the character string does not contain a character string directly including the file type, when the file type can be recognized from the combination of recognized character strings, it is judged that the type of the input file has been recognized. The method of recognizing the file type is not limited to the one given here. For example, the file type may be recognized by a statistical method based on the number of occurrences of a specific character string. The file type may be recognized using a learning model that learns the relationship between the file information, the result of the image recognition process, and the extracted text information as features and the file type. If it is determined in step S109 that the file is recognized, the process proceeds to step S110. If it is determined in step S109 that the file is not recognized, the process proceeds to step S111.

[0050] In step S110, the processor 21 stores the file type recognition result together with the previously stored file information, image recognition result, and text in the memory 22. The process in Fig. 5 then ends. The information stored in the memory 22 may be used for training a statistical method or learning model for file type recognition.

[0051] In step S111, the processor 21 stores the file information, image recognition results, and text stored up to that point in the memory 22. Then, the process in Fig. 5 ends. The information stored in the memory 22 may be used for training a statistical method or a learning model for recognizing the type of file.

[0052] Now, returning to the explanation of Fig. 4, in step S12 after the file recognition process, the processor 21 judges whether or not the file recognition result is in, for example, the memory 22. If it is judged in step S12 that the file recognition result is present, the process proceeds to step S13. If it is judged in step S12 that the file recognition result is not present, the process proceeds to step S15.

[0053] In step S13, the processor 21 performs a determination process. The determination process is a process for determining the process to be executed from the type of file. In the embodiment, the relationship between the type of file and the process to be executed is predefined, such as storing a receipt file in a folder for expense settlement and executing the expense settlement process, and storing a contract file in a folder for corresponding customer information. This relationship may be defined by the user. In step S13, the processor 21 determines the process to be executed based on the relationship between the type of file and the process that is predefined. Here, a plurality of different processes may be associated with one type of file. In this case, the processor 21 determines that each of the plurality of different processes is a process to be executed. Also, one input file may correspond to a plurality of types of files. In this case, the processor 21 determines the process to be executed from each type. In addition, the determination process may be performed by a statistical method based on the track record of processes used by the user in the past for the input file. Furthermore, the determination process may be performed using a learning model that uses file information, the result of the image recognition process, and extracted text information as features and learns the relationship between these features and processes. The training data used for learning may be information on the processing actually performed by the user for the recognized file type. For example, the selection result by the user, which will be described later, may be used as information on the processing actually performed for the recognized file type. In addition, when a statistical method or a learning model is used, a processing whose predicted result does not meet a threshold value may be processed so as not to be determined as a processing to be executed. Conversely, a processing whose predicted result is sufficiently high may be automatically executed without going through a user selection, which will be described later. The user may be able to set whether or not to automatically execute such processing.

[0054] Examples of relationships between file types and processes are shown below. It goes without saying that relationships other than the examples shown below may be defined. 1) If it is a receipt file, execute the expense settlement process. If text such as the amount is recognized, the contents read from the corresponding text are used as parameters. 2) When it is a receipt file, it links the execution results of the expense settlement process with the credit card details. 3) If it is an invoice file, execute the payment management process. If the text such as the payment date, payee, and invoice amount is recognized, the contents read from the corresponding text are used as parameters. 4) If it is an application file, start the workflow system. If the text of the items required for the application is recognized, the contents read from the corresponding text are used as parameters. 5) When the file is an account book or document that must be stored under the Electronic Bookkeeping Act, the input file is stored in the corresponding shared storage. 6) When a previous version of the input file is stored in the shared storage, the input file is used to update the existing file. 7) Store the input file in the shared storage. 8) If it is a file containing a message, post the message to the bulletin board. 9) A file that contains a message, and when this message is related to a previous message on the bulletin board, updates an existing message on the bulletin board. 10) Create a to-do list when the file contains a schedule. 11) Create a circular and attach the entered files. 12) The input file is attached to an e-mail. If the same e-mail has been sent to the same person multiple times in the past, the destination and the mail text may be copied from the previous e-mail. 13) Create a schedule when the file contains events. 14) Attach the file to the schedule. 15) If the file contains a photo of a face, attach it as the face photo in the employee directory. 16) Add the entered file as an attachment to the employee directory. 17) If the file contains customer information, transfer it to the business card management system. If the text such as customer name, address, and phone number is recognized, the contents read from the corresponding text are used as parameters. 18) A file containing customer information. When the customer information is not present in the existing customer information, the customer information is read from the input file and newly registered. 19) A file containing customer information, which, when present in existing customer information, updates the existing customer information with the customer information read from the input file. 20) Attach the entered file to the customer information. 21) A file containing person information. When this person information does not exist in the existing person information, the person information read from the input file is newly registered. 22) A file containing person information, which when present in existing person information updates the existing person information with the person information read from the input file. 23) Attach the entered file to the person information. 24) When the file contains the name of a case that the user is currently working on or has worked on in the past, the input file is attached to the case information. 25) Register new business history. 26) Attach the entered file to the sales negotiation history. 27) Register the contents read from the input file in the database. 28) Save the entered file on the file server. 29) Send the entered file to the linked system.

[0055] In step S14, the processor 21 causes the file processing portlet 3031 to display the determination result. Then, the processing in Fig. 4 ends. In step S15, the processor 21 causes the file processing portlet 3031 to display the fact that the input file could not be analyzed. Then, the processing in Fig. 4 ends.

[0056] Fig. 6 is a diagram showing an example of a display when a file is input to the file processing portlet 3031. In Fig. 6, for example, a file name 3031a, an analysis status 3031b, and a judgment result 3031c are displayed. The file name 3031a is the file name of the input file. The analysis status 3031b indicates the progress of the file analysis process. If the file analysis process has ended, the character string "Analysis Ended" is displayed in the analysis status 3031b, and if the file analysis process has not ended, the character string "Analyzing" is displayed. The judgment result 3031c displays a list of the processes judged for the corresponding file. If analysis was not possible, the character string "Unable to analyze" is displayed in the judgment result 3031c.

[0057] Returning now to the explanation of Fig. 2, in step S5 after the end of the analysis process, processor 21 determines whether or not to execute the process presented to the user in file processing portlet 3031. For example, when any of determination results 3031c displayed in file processing portlet 3031 is selected, it is determined that the process is executed. When it is determined in step S5 that the process is executed, the process proceeds to step S6. When it is determined in step S5 that the process is not executed, the process proceeds to step S7.

[0058] In step S6, the processor 21 executes the process selected by the user. After the process is completed, the process proceeds to step S7. Depending on the process, the portal screen 300 may transition to another screen.

[0059] In step S7, the processor 21 determines whether or not to terminate the service management program 232. For example, it is determined that the service management program 232 is to be terminated when an operation such as closing the web browser is performed. If it is determined in step S7 that the service management program 232 is not to be terminated, the process returns to step S2. In step S7, the process proceeds. If it is determined that the service management program 232 is to be terminated, the process of FIG. 2 ends.

[0060] The process of the embodiment will be further described below using a specific example. (First example: receipt) The first example is processing for a paper receipt. The user scans the receipt to generate, for example, a PDF file. The user then drops the generated PDF file of the receipt into the file input area of ​​the file processing portlet 3031. In response, the file analysis process begins.

[0061] In the file analysis process, since the input file is a PDF file, OCR processing is performed. Then, text information recognized by the OCR processing is stored in the memory 22, for example.

[0062] Typically, a paper receipt contains a character string such as "receipt," so the result of the OCR process determines that the file type is a receipt file. Then, the file type information is stored, for example, in memory 22. Furthermore, based on predetermined rules, it is determined that expense settlement processing should be performed on the receipt file. As a result, the determination result 3031c of the file processing portlet 3031 displays, for example, the character string "expense settlement." Here, even if it is a receipt file, it may fall under other rules. In that case, the other applicable processes are also displayed in the determination result 3031c.

[0063] When the user selects the character string "Expense settlement", the expense settlement process is executed. At this time, the "Date of use", "Payee", "Amount paid", and "Tax rate" recognized by OCR processing, along with the recognized numerical values, are used as the corresponding parameters. In addition, the user name of the user of the terminal 3 that dropped the file is registered as the expense settlement applicant.

[0064] (Second example: contract) The second example is processing for an electronic contract. The user drops, for example, an electronic contract in PDF format that has been sent as an attachment to an e-mail, into the file input area of ​​the file processing portlet 3031. In response, file analysis processing is started.

[0065] In the file analysis process, since the input file is a PDF file, OCR processing is performed. Then, text information recognized by the OCR processing is stored in the memory 22, for example.

[0066] From the text obtained as a result of the OCR processing, it is determined that the file type is a contract file. Then, the file type information is stored, for example, in the memory 22. Furthermore, based on a predetermined rule, it is determined that the contract file should be attached to the corresponding customer information. As a result, for example, the character string "attached to customer information" is displayed in the determination result 3031c of the file processing portlet 3031.

[0067] When the user selects the string "Attach to customer information", the process of attaching to customer information is executed. Here, the customer information to which the file is to be attached is determined from the contracting party's information read from the text of the contract file. As a result, the input file is stored in the corresponding customer information folder managed by the SFA. Here, information such as "contract date" may be added to the file name registered.

[0068] (Third example: photo data) The third example is processing of photo data used to create a business negotiation history. For example, a user walks around a store, takes photos of displays, and drops an image file containing the photo data obtained by taking the photos into the file input area of ​​the file processing portlet 3031. In response to this, file analysis processing is started.

[0069] In the file analysis process, the file name and Exif information of the image file are acquired. Furthermore, image recognition is used to recognize that a product is captured in the image. From these, the type of the file is determined to be a photo file. Furthermore, from the file name, Exif information, and image recognition results acquired from the photo file, it is determined that a business negotiation history is to be created from the input file based on a predetermined rule. As a result, the determination result 3031c of the file processing portlet 3031 displays, for example, a character string "Create business negotiation history". Furthermore, since the type of the file is determined to be a photo file, it is also determined, based on a predetermined rule, that the input file is to be saved in a file server. As a result, the determination result 3031c of the file processing portlet 3031 displays, for example, a character string "Save in file server".

[0070] When the user selects the string "Create negotiation history", a process for creating a negotiation history is executed. When creating the negotiation history, the store information may be, for example, the shooting location information recorded as Exif information. The input photo file is then attached as an attachment to the created negotiation history. On the other hand, when the user selects the string "Save to file server", the input file is sent to the file server. The input file is then stored in a specified folder on the file server.

[0071] As described above, according to the embodiment, a file is analyzed by inputting a file into a file input area provided on a screen. In the file analysis, the type of the file is recognized from file information, image recognition results, text analysis results, and the like. Based on the recognition results, a process to be executed using the input file is determined. Then, the result of the file analysis is presented to the user. The user selects a desired process from the presented results. This causes a process corresponding to the file to be executed. Thus, according to the embodiment, the user can execute a desired process by simply performing a simple operation of inputting a file into the file input area.

[0072] (Modification) A modified example of the embodiment will be described below. In the embodiment, when it is determined that there are a plurality of judgment results 3031c, the processing selected by the user is executed. In contrast, when it is determined that there are a plurality of judgment results 3031c, all of the processing may be executed. In addition, when the judgment processing is unable to analyze or when the judgment result 3031c that the user does not intend is displayed, a processing may be added that allows the user to specify the content of the processing that he / she desires. For example, when the correction button displayed together with the judgment result 3031c is selected, a list of the above-mentioned predefined processing is displayed, and a processing may be added before the processing of step S6, for example, in which the corresponding judgment result 3031c is updated to the content selected by the user upon selection from the list. In addition, the result of such correction by the user may also be used for learning the learning model.

[0073] In addition, the file recognition process in the embodiment basically recognizes the type of the file from the information of the file itself. However, information other than the file may be used in the file recognition process. For example, if the input file is an attachment to an e-mail, the information of the sender of the e-mail may be used in the file recognition process. Furthermore, information on the relationship between the sender of the e-mail and the user of the terminal 3 may also be used in the file recognition process based on person information or the like.

[0074] In the embodiment, the file processing portlet 3031 is displayed on the portal screen 300. However, a file input area similar to that of the file processing portlet 3031 may be displayed even after transition from the portal screen 300 to another screen.

[0075] In the embodiment, the determination result 3031c is selected to execute processing using the input file. Here, it is assumed that the parameters required for processing cannot be read from the input file. In such a case, the determination result 3031c may be selected to perform processing that simply transitions to a screen for processing the file.

[0076] Furthermore, the processing of the embodiment can be applied to processing other than that of a business management program. In other words, a file input portlet can be provided on a display screen other than that of a business management program. However, in the case of a business management program, the format of the input file is somewhat standardized, so it is easy to recognize the type of file. Therefore, the processing of the embodiment is particularly suitable for application to a business management program.

[0077] Moreover, the processing of the embodiment is performed by the server 2. However, all of the processing of the embodiment may be performed in the terminal 3. In this case, the business management program 232 and the file processing program 233 may be programs downloaded or installed in the terminal 3, rather than programs executed by the processor 21 of the server 2.

[0078] The present invention is not limited to the above-mentioned embodiment, and various modifications can be made in the implementation stage without departing from the gist of the invention. In addition, the embodiments may be implemented in appropriate combination, and in that case, the combined effect can be obtained. Furthermore, the above-mentioned embodiment includes various inventions, and various inventions can be extracted by combinations selected from the multiple components disclosed. For example, if the problem can be solved and the effect can be obtained even if some components are deleted from all the components shown in the embodiment, the configuration from which the components are deleted can be extracted as an invention. [Explanation of symbols]

[0079] 1 communication system, 2 server, 3 terminal, 21 processor, 22 memory, 23 storage, 24 communication module, 25 bus, 231 OS, 232 business management program, 233 file processing program.

Claims

1. displaying a file input area for inputting a file on a display screen of a display device; Recognizing a file type determined for each purpose of a file inputted to the file input area; determining from the recognized file type an operation of at least one business management program that may be executed using the input file; Executing the process of the determined business management program using the input file; and A file processing program for causing a processor to execute the above.

2. The recognition is performed based on file information of the input file, a result of image recognition on the input file, and text extracted from the input file.

2. The file processing program according to claim 1.

3. the determination is made by a predetermined rule of the relationship between the file type and the process, a statistical method using the number of processes executed for the recognized file type, or a learning model that has learned the relationship between the recognized file type and the process.

2. The file processing program according to claim 1.

4. further executing the processor to display a list of the determined processes of the business management program in the file input area; and executing the process of the determined business management program using the input file by causing the processor to execute the process of the business management program selected by a user from the list.

2. The file processing program according to claim 1.

5. inputting a file into the file input area includes a dropping operation of the file into the file input area; 2. The file processing program according to claim 1.

6. inputting a file into the file input area further includes receiving an email with an attachment, inputting a file from a multifunction peripheral, inputting a file from a linking system that links with the business management program, and inputting a file from an application that links with the business management program.

6. The file processing program according to claim 5.

7. displaying a file input area for inputting a file on a display screen of a display device; Recognizing a file type determined for each purpose of a file inputted to the file input area; determining from the recognized file type an operation of at least one business management program that may be executed using the input file; Executing the process of the determined business management program using the input file; and A file processing device comprising a processor that executes the above.

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