Document processing system and document processing program

The document processing system addresses the issue of duplicate document file naming by using OCR to set unique file names for each value, facilitating efficient document duplication and organization.

JP2025008337APending Publication Date: 2025-01-20KYOCERA DOCUMENT SOLUTIONS INC

Patent Information

Application Number
JP2023110432
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2023-07-05
Publication Date
2025-01-20

AI Technical Summary

Technical Problem

Existing document processing systems fail to set unique file names for duplicated documents containing multiple values for a specific item, leading to inefficiencies in document management.

Method used

A document processing system that extracts multiple values using OCR and duplicates documents accordingly, setting unique file names for each value, and organizes them into appropriate folders based on these values.

Benefits of technology

Enables efficient duplication and organization of documents with unique file names for each value, improving document management by ensuring proper sorting and storage.

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Abstract

To provide a document processing system and a document processing program with which it is possible to replicate a document as electronic data including a plurality of values with regard to a specific item exactly as many as the number of values and set, for each value, a file name to the document generated by replication.SOLUTION: The document processing system is characterized by: extracting a plurality of values of an item code by an OCR for an order sheet as electronic data including a plurality of values regarding the item code (S124); replicating exactly as many order sheets as the number of values of the item code (S127); and setting, for each value of the item code, a file name including the value of the item code, as the file name of the order sheet generated by replication (S128-S129).SELECTED DRAWING: Figure 4
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Description

[Technical field]

[0001] The present invention relates to a document processing system and a document processing program for executing a specific process on a document. [Background technology]

[0002] 2. Description of the Related Art Conventionally, there is known a document processing system that divides and stores image data of scanned multiple pages of a document (see, for example, Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2011-066820 A Summary of the Invention [Problem to be solved by the invention]

[0004] However, the document processing system described in Patent Document 1 has a problem in that it is not possible to duplicate a document as electronic data containing multiple values ​​for a specific item the same number of times as the number of values, and to set file names for the documents generated by duplication for each value.

[0005] Therefore, the present invention aims to provide a document processing system and a document processing program that can duplicate a document as electronic data containing multiple values ​​for a specific item the same number of times as the number of values, and set file names for the documents generated by the duplication for each value. [Means for solving the problem]

[0006] The document processing system of the present invention is characterized in that it extracts multiple values ​​for a specific item using OCR from a document as electronic data containing multiple values, duplicates the document the same number of times as the number of values ​​extracted, and sets a file name containing the values ​​for each of the values ​​as the file name of the document generated by the duplication.

[0007] With this configuration, the document processing system of the present invention extracts multiple values ​​using OCR from a document as electronic data which contains multiple values ​​for a specific item, duplicates the document a number of times equal to the number of extracted values, and sets a file name including the values ​​for each value as the file name of the document generated by duplication.Therefore, it is possible to duplicate a document as electronic data which contains multiple values ​​for a specific item a number of times equal to the number of values, and set a file name for the document generated by duplication for each value.

[0008] The document processing system of the present invention may use the value to set, for each of the values, a folder path of an output destination of the document to which a file name including the value is set.

[0009] With this configuration, the document processing system of the present invention uses the values ​​to set the output folder path for documents with file names that include values, so that documents generated by duplication can be sorted into folders according to the values.

[0010] The document processing program of the present invention is characterized in that it causes a computer to execute the operations of extracting multiple values ​​for a specific item using OCR from a document as electronic data containing multiple values, duplicating the document a number of times equal to the number of values ​​extracted, and setting, for each value, a file name containing the values ​​as the file name of the document generated by the duplication.

[0011] With this configuration, a computer executing the document processing program of the present invention extracts multiple values ​​using OCR from a document as electronic data containing multiple values ​​for a specific item, duplicates the document a number of times equal to the number of extracted values, and sets a file name including the values ​​for each value as the file name of the document generated by duplication.Therefore, it is possible to duplicate a document as electronic data containing multiple values ​​for a specific item a number of times equal to the number of values, and set a file name for the document generated by duplication for each value. Effect of the Invention

[0012] The document processing system and document processing program of the present invention can duplicate a document as electronic data containing multiple values ​​for a specific item the same number of times as the number of values, and set file names for the documents generated by the duplication for each value. [Brief description of the drawings]

[0013] [Figure 1] FIG. 1 is a block diagram of a document processing system according to an embodiment of the present invention when configured with one computer. [Diagram 2] FIG. 2 is a diagram illustrating an example of the workflow shown in FIG. [Diagram 3] 4 is a sequence diagram of the operation of the document processing system shown in FIG. 1 when a workflow is executed. [Figure 4] 10 is a sequence diagram of an example of an operation of the workflow processing unit shown in FIG. 1 when a purchase order processing workflow is executed. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0014] Hereinafter, an embodiment of the present invention will be described with reference to the drawings.

[0015] First, the configuration of a document processing system according to an embodiment of the present invention will be described.

[0016] FIG. 1 is a block diagram of a document processing system 10 according to the present embodiment, which is configured using one computer.

[0017] As shown in FIG. 1, the document processing system 10 includes an operation unit 11 which is an operating device such as a keyboard or mouse through which various operations are input, a display unit 12 which is a display device such as an LCD (Liquid Crystal Display) that displays various information, a communication unit 13 which is a communication device that communicates with external devices via a network such as a LAN (Local Area Network) or the Internet, or directly by wire or wirelessly without using a network, a memory unit 14 which is a non-volatile memory device such as a semiconductor memory or an HDD (Hard Disk Drive) that stores various information, and a control unit 15 which controls the entire document processing system 10.

[0018] The document processing system 10 executes a workflow in which, when a document as electronic data is input to a specific input destination (hereinafter referred to as the "document input destination"), at least one process (hereinafter referred to as the "process within the workflow") is executed and the execution result is output to a specific output destination (hereinafter referred to as the "execution result output destination").

[0019] The storage unit 14 can store a document processing program 14a for executing a workflow. The document processing program 14a may be installed in the document processing system 10 during the manufacturing stage of the document processing system 10, or may be additionally installed in the document processing system 10 from an external storage medium such as a Universal Serial Bus (USB) memory, or may be additionally installed in the document processing system 10 from a network.

[0020] The storage unit 14 is capable of storing the workflow 14b. The storage unit 14 is capable of storing at least one other workflow in addition to the workflow 14b.

[0021] FIG. 2 is a diagram showing an example of the workflow 14b.

[0022] Workflow 14b shown in Figure 2 comprises a document input destination 21 to which a document is input, a workflow process 22 that is executed first on the document input to the document input destination 21, a workflow process 23 that is executed on the execution result of workflow process 22, a workflow process 24 that is executed on the execution result of workflow process 23, and an execution result output destination 25 to which the execution result of workflow process 24 is output.

[0023] Examples of document input destinations 21 include a specific output destination to which an image read by an image reading device such as an MFP (Multifunction Peripheral) that reads an image from a document or a dedicated scanner is output, a specific folder in a specific file server, a specific website to which a document can be input via a web browser, a specific destination to which a document can be sent by email, and a specific destination to which a document can be sent from an electronic device such as a PC or smart device by a specific application program other than a web browser or email client. Workflow 14b is started when a document is input to document input destination 21 set in workflow 14b.

[0024] The workflow processes 22, 23, and 24 include, for example, a process of performing OCR (Optical Character Recognition) on the entire range of a document or a specific part of the range, a process of recognizing a barcode or two-dimensional code present in the entire range of a document or a specific part of the range, a process of recognizing the type of a document based on the result of OCR performed on the entire range of a document or a specific part of the range, a process of outputting various data recognized from a document as metadata, a process of changing the file format of a document, a process of generating a file name for a document based on various data recognized from a document, a process of performing image correction such as rotation, tilt correction, frame erasure, blank page removal, noise (black dot) removal, and punch hole removal on a document, and a process of sorting a document based on at least one of characters, images, barcodes, and two-dimensional codes extracted from a document. In the example shown in FIG. 2, three workflow processes are set in the workflow 14b, but only two or less workflow processes may be set, or four or more workflow processes may be set. 2, the workflow 14b has multiple in-workflow processes that are not branched but are serial, but at least a part of the workflow may branch into multiple in-workflow processes. The workflow 14b is set as to which in-workflow processes are executed in what order.

[0025] Examples of the execution result output destination 25 include a specific DMS (Document management system), a specific ECM (Enterprise Content Management), a specific file server, a specific database, and a specific cloud service. In the example shown in Fig. 2, only one execution result output destination is set for the workflow 14b, but multiple execution result output destinations may be set.

[0026] 1, the storage unit 14 stores template 14c in which an area of ​​a purchase order as a document where OCR is to be performed, an area of ​​the purchase order from which a purchase order number is to be extracted, and an area of ​​the purchase order from which an item code is to be extracted are specified. The storage unit 14 is capable of storing at least one other template in addition to template 14c.

[0027] The control unit 15 includes, for example, a CPU (Central Processing Unit), a ROM (Read Only Memory) that stores programs and various data, and a RAM (Random Access Memory) as a volatile storage device used as a working area for the CPU of the control unit 15. The CPU of the control unit 15 executes the programs stored in the storage unit 14 or the ROM of the control unit 15.

[0028] By executing the document processing program 14a, the control unit 15 realizes a data acquisition unit 31 that acquires a document as electronic data input to a document input destination set in the workflow, a workflow processing unit 32 that executes processing within the workflow set in the workflow, and a data output unit 33 that outputs data indicating the execution result of processing within the workflow by the workflow processing unit 32 to a specific execution result output destination.

[0029] The control unit 15 executes the document processing program 14a to realize, on the workflow processing unit 32, an OCR execution unit 32a that executes OCR, and a custom code execution unit 32b that executes custom code, which is code for a function not supported by the standard functions of the workflow processing unit 32. The custom code may, for example, be a code for duplicating a document as electronic data and setting the name of the file of the electronic data generated by the duplication, i.e., the file name.

[0030] The control unit 15 executes the document processing program 14a to duplicate a document as electronic data, and realizes a document duplicate name setting unit 32c on the custom code execution unit 32b, which sets a file name for the electronic data generated by duplication.

[0031] Next, the operation of the document processing system 10 when executing a workflow will be described.

[0032] FIG. 3 is a sequence diagram of the operation of the document processing system 10 when executing a workflow.

[0033] When a document (hereinafter referred to as a "target document") is input to a document input destination set in any of the workflows stored in the document processing system 10, the data acquisition unit 31 acquires the target document (S101), as shown in FIG. 3.

[0034] When the processing of S101 is completed, the data acquisition unit 31 notifies the workflow processing unit 32 of an instruction to execute processing within the workflow that is set in the workflow (hereinafter referred to as the "target workflow") that is associated with the document input destination to which the target document acquired in S101 was input (S102).

[0035] When the workflow processing unit 32 receives the notification in S102, it executes the in-workflow process set in the target workflow (S103).

[0036] When the process of S103 ends, the workflow processing unit 32 notifies the data output unit 33 of data indicating the execution result of the process of S103 (S104).

[0037] When the process of S104 ends, the data output unit 33 outputs the data notified in S104 to a specific execution result output destination (S105).

[0038] Next, an example of a target workflow will be described.

[0039] For example, we will explain the case where the target workflow is a workflow (hereinafter referred to as the "purchase order processing workflow") that duplicates the target document as many times as the number of item code values ​​contained in the purchase order as the target document, and sets the file name of the electronic data generated by the duplication according to the purchase order number and item code contained in the purchase order.

[0040] FIG. 4 is a sequence diagram of an example of the operation of the workflow processing unit 32 when executing a purchase order processing workflow.

[0041] As shown in FIG. 4, when executing a purchase order processing workflow, the workflow processing unit 32 transmits a target document to the OCR execution unit 32a (S121).

[0042] When the OCR execution unit 32a receives the target document transmitted from the workflow processing unit 32 in S121, it executes OCR on the received target document (S122).

[0043] If the execution of OCR on the entire area of ​​the target document is set in the purchase order processing workflow, the OCR execution unit 32a executes OCR on the entire area of ​​the target document when executing the process of S122.

[0044] If the purchase order processing workflow is set to perform OCR only on areas of the target document that are specified in advance in a template, when executing the process of S122, the OCR execution unit 32a performs OCR only on areas of the target document that are specified in advance in a template.

[0045] When the purchase order processing workflow is set to execute OCR only on an area of ​​the target document that is designated in advance by a template, the OCR execution unit 32a may first execute OCR on the entire area of ​​the target document, and then determine the template to be used from among the templates stored in the storage unit 14 according to the character string recognized by OCR. For example, when a template is stored in the storage unit 14 for each user's identification information, when the character string recognized by OCR on the entire area of ​​the target document contains the user's identification information, the OCR execution unit 32a may use, from among the templates stored in the storage unit 14, a template associated with the user's identification information contained in the character string recognized by OCR on the entire area of ​​the target document. In addition, the template to be used by the OCR execution unit 32a from among the templates stored in the storage unit 14 may be designated in the purchase order processing workflow.

[0046] When the process of S122 ends, the OCR execution unit 32a extracts the purchase order number from the character string recognized by the OCR in S122 (S123).

[0047] When the OCR execution unit 32a is set to execute OCR on the entire area of ​​the target document in the purchase order processing workflow, when executing the process of S123, the OCR execution unit 32a may search for the character string "purchase order number" in the character strings recognized by OCR in S122, and extract, as the purchase order number, a character string included in an area designated in advance by a template for the character string "purchase order number" from the character strings recognized by OCR in S122. For example, the area designated in advance by a template for the character string "purchase order number" may be an area of ​​a specific size located at a specific position to the right of the character string "purchase order number". When the character string "purchase order number" is not present in the character strings recognized by OCR in S122, the OCR execution unit 32a may extract, as the purchase order number, a character string included in an area designated in advance by a template as the area for the purchase order number from the target document.

[0048] When the purchase order processing workflow is set to perform OCR on the entire area of ​​the target document, the OCR execution unit 32a may determine the template to be used from among the templates stored in the storage unit 14 according to the character string recognized by the OCR in S122. For example, when a template is stored in the storage unit 14 for each user's identification information, when the character string recognized by the OCR in S122 contains the user's identification information, the OCR execution unit 32a may use, from among the templates stored in the storage unit 14, a template associated with the user's identification information contained in the character string recognized by the OCR in S122. Also, from among the templates stored in the storage unit 14, the template to be used by the OCR execution unit 32a may be specified in the purchase order processing workflow.

[0049] When the OCR execution unit 32a is set in the purchase order processing workflow to perform OCR only on the area of ​​the target document that is designated in advance by the template, the OCR execution unit 32a may search for the character string "purchase order number" among the character strings recognized by OCR in S122, which is included in the area designated in advance by the template as the purchase order number area, and may extract, as the purchase order number, the character string included in the area designated in advance by the template for the character string "purchase order number" among the character strings recognized by OCR in S122. For example, the area designated in advance by the template for the character string "purchase order number" may be an area of ​​a specific size located at a specific position to the right of the character string "purchase order number". When the purchase order processing workflow is set to perform OCR only on the area designated in advance by the template, the OCR execution unit 32a may extract, as the purchase order number, the character string included in the area designated in advance by the template as the purchase order number area of ​​the target document.

[0050] When the process of S123 ends, the OCR execution unit 32a extracts an item code from the character string recognized by the OCR in S122 (S124).

[0051] When the OCR execution unit 32a executes the process of S124 in a case where the OCR is set to execute OCR on the entire area of ​​the target document, the OCR execution unit 32a may search for a character string common to the item code (hereinafter referred to as a "common item code character string") in the character string recognized by the OCR in S122, and may extract, as the item code, a character string included in an area designated in advance by a template for the common item code character string from the character string recognized by the OCR in S122. For example, the area designated in advance by a template for the common item code character string may be an area of ​​a specific size that includes the common item code character string and is located at a specific position in the common item code character string. When the common item code character string is, for example, "ABC00", the item code may be, for example, "ABC0012", "ABC0013", "ABC0014", etc. When the common item code character string does not exist in the character string recognized by the OCR in S122, the OCR execution unit 32a may extract, as the item code, a character string included in an area designated in advance by a template as an area for the item code in the target document.

[0052] When the OCR execution unit 32a is set to execute OCR only on the area of ​​the target document that is designated in advance by the template, the OCR execution unit 32a may search for a common item code string in the character strings that are included in the area designated in advance by the template as the item code area among the character strings recognized by the OCR in S122, and extract, as the item code, the character strings that are included in the area designated in advance by the template for the common item code string among the character strings recognized by the OCR in S122. For example, the area designated in advance by the template for the common item code string may be an area of ​​a specific size that includes the common item code string and is located at a specific position for the common item code string. When the OCR execution unit 32a is set to execute OCR only on the area designated in advance by the template for the target document, the OCR execution unit 32a may extract, as the item code, the character strings that are included in the area designated in advance by the template as the item code area among the character strings recognized by the OCR in S122.

[0053] When the processing of S124 is completed, the OCR execution unit 32a transmits the target document, the purchase order number extracted in S123, the item code extracted in S124, and the number of item codes extracted in S124 (hereinafter referred to as the "number of item codes") to the custom code execution unit 32b (S125).

[0054] When the custom code execution unit 32b receives the target document, purchase order number, item code, and item code quantity sent from the OCR execution unit 32a in S125, it sends the received target document, purchase order number, item code, and item code quantity to the document copy name setting unit 32c (S126).

[0055] When the document copy name setting unit 32c receives the target document, purchase order number, item code, and number of item codes sent from the custom code execution unit 32b in S126, it copies the target document the same number as the received number of item codes (S127).

[0056] When the process of S127 is completed, the document copy name setting unit 32c generates a file name including the purchase order number and one of the item codes transmitted from the custom code execution unit 32b in S126 for each item code (S128). For example, if the purchase order number transmitted from the custom code execution unit 32b in S126 is "XYZ999" and the item codes transmitted from the custom code execution unit 32b in S126 are "ABC0012", "ABC0013", and "ABC0014", the document copy name setting unit 32c may generate three file names, "XYZ999ABC0012", "XYZ999ABC0013", and "XYZ999ABC0014", in the process of S128. The file names generated in the process of S128 may further include other character strings as long as they include the purchase order number and one of the item codes. For example, the file name generated in the process of S128 may further include a character string according to the template used.

[0057] When the process of S128 is completed, the document copy name setting unit 32c sets the file names generated in S128 to the documents generated in S127 (S129). For example, when three file names "XYZ999ABC0012", "XYZ999ABC0013" and "XYZ999ABC0014" are generated in S128, the document copy name setting unit 32c sets the file name "XYZ999ABC0012" to one of the three documents generated in S127, sets the file name "XYZ999ABC0013" to another of the three documents generated in S127, and sets the file name "XYZ999ABC0014" to the last document generated in S127 in the process of S129.

[0058] In addition, in the process of S105, the data output unit 33 may output the document whose file name was set in S129 to a specific execution result output destination. Here, the specific execution result output destination may be set in the target workflow. In addition, the data output unit 33 may determine a specific execution result output destination for each document whose file name was set in S129. For example, the data output unit 33 may set a folder path of the specific execution result output destination using at least one of the purchase order number extracted in S123 and the item code extracted in S124. For example, the data output unit 33 may change the execution result output destination for each document whose file name was set in S129.

[0059] As described above, the document processing system 10 extracts multiple item code values ​​by OCR from a purchase order as electronic data which contains multiple values ​​for an item code as a specific item (S124), duplicates the purchase order a number of times equal to the number of extracted item code values ​​(S127), and sets file names including the item code value for each item code value as the file names of the purchase order forms generated by duplication (S128-S129).Therefore, it is possible to duplicate a purchase order as electronic data which contains multiple values ​​for the item code a number of times equal to the number of item code values, and to set file names of the purchase order forms generated by duplication for each item code value.

[0060] The document processing system 10 uses the item code value to set the output folder path for the purchase order, which has a file name including the item code value, for each item code value, so that the purchase order generated by duplication can be sorted into folders according to the item code value.

[0061] In the present embodiment, the document processing system 10 includes the purchase order number and one of the item codes in the file name of the copied document. However, the document processing system 10 does not have to include the purchase order number in the file name of the copied document.

[0062] In the above, an item code has been described as an example of an item included in a document. However, the present invention can be applied to items other than item codes. For example, the present invention can be applied to item names instead of item codes.

[0063] In the above, a purchase order has been described as an example of a document. However, the present invention can be applied to documents other than a purchase order. For example, the present invention can be applied to an invoice instead of a purchase order.

[0064] In this embodiment, the document processing system 10 is configured with one computer. However, the document processing system 10 may be configured with multiple computers. [Explanation of symbols]

[0065] 10 Document processing system (computer) 14a Word processing programs

Claims

1. A document processing system characterized by using OCR to extract multiple values ​​for a specific item from a document as electronic data containing multiple values, duplicating the document the same number of times as the number of values ​​extracted, and setting a file name including the value for each of the values ​​as the file name of the document generated by the duplication.

2. The document processing system according to claim 1 , wherein a folder path of an output destination of the document having a file name including the value is set for each of the values ​​by using the value.

3. A document processing program that causes a computer to execute an operation of extracting multiple values ​​for a specific item using OCR from a document as electronic data containing multiple values, duplicating the document a number of times equal to the number of values ​​extracted, and setting a file name including the values ​​for each of the values ​​as the file name of the document generated by the duplication.

Citation Information

Patent Citations

  • Image processing apparatus

    JP2011066820A

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