Information processing apparatus, information processing method and program
The information processing device addresses the challenge of identifying revised electronic files by using business partner names and receipt date/times to determine if an externally received file is a revised version, thereby enhancing automation and accuracy in version management.
Patent Information
- Application Number
- JP2023159383
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-09-25
- Publication Date
- 2025-04-04
AI Technical Summary
Existing information processing devices struggle to determine whether an externally received electronic file is a revised version, even if the names of the electronic files do not match.
The proposed solution involves an information processing device equipped with a first acquisition unit to retrieve the name of a business partner and receipt date/time of a stored electronic file, and a second acquisition unit to acquire similar information for a newly received electronic file. A judgment unit then determines if the new file is a revised version based on matching business partner names and receipt date/time within a predetermined period.
This solution enables automatic determination of whether a received electronic file is a revised version, reducing user workload and avoiding erroneous judgments, while also allowing for proper version management and history tracking.
Smart Images

Figure 2025050533000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to an information processing device, an information processing method, and a program. [Background technology]
[0002] The 2021 amendment to the Electronic Bookkeeping Act has made it mandatory to store bookkeeping documents as electronic data. Regarding technology for storing electronic data, Patent Document 1 describes an information processing device in which an electronic document registration and update unit stores electronic document data and metadata of electronic documents in a database unit. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] JP 2011-48739 A Summary of the Invention [Problem to be solved by the invention]
[0004] However, in Patent Document 1, version information of electronic document data is created when the name of electronic document data contained in the metadata of the electronic document data matches, but version information cannot be created when the name of electronic document data does not match.
[0005] In order to solve the above problem, the present invention aims to provide an information processing device, an information processing method, and a program that can determine whether an electronic file received from outside is a revised electronic file even if the names of the electronic files do not match. [Means for solving the problem]
[0006] The information processing device of the present invention includes a first acquisition unit that acquires first information regarding at least the customer name and receipt date and time of a first electronic file stored in a memory unit, a second acquisition unit that acquires second information regarding at least the customer name and receipt date and time of a second electronic file newly received from outside, and a determination unit that determines that the second electronic file is a revised version when the customer name of the first electronic file and the customer name of the second electronic file match and the receipt date and time of the second electronic file is within a predetermined period from the receipt date and time of the first electronic file.
[0007] The information processing device of the present invention comprises a first acquisition unit that acquires first information regarding at least the file name of a first electronic file stored in a memory unit, a second acquisition unit that acquires second information regarding at least the file name of a second electronic file newly received from outside, and a determination unit that determines that the second electronic file is a revised version when the file name of the first electronic file acquired by the first acquisition unit is included in the file name of the second electronic file acquired by the second acquisition unit and the file name of the first electronic file and the file name of the second electronic file are different.
[0008] The information processing method of the present invention includes the steps of acquiring second information relating to at least the customer name and receipt date and time of a second electronic file newly received from outside, acquiring first information relating to at least the customer name and receipt date and time of a first electronic file stored in a memory unit, and determining that the second electronic file is a revised version if the customer name of the second electronic file matches the customer name of the first electronic file and the receipt date and time of the second electronic file is within a predetermined period from the receipt date and time of the first electronic file.
[0009] The information processing method of the present invention includes a step of acquiring second information regarding at least the file name of a second electronic file newly received from outside, a step of acquiring first information regarding at least the file name of a first electronic file stored in a memory unit, and a step of determining that the second electronic file is a revised version when the file name of the first electronic file is included in the file name of the second electronic file and the file name of the first electronic file and the file name of the second electronic file are different.
[0010] The program of the present invention causes a computer to function as a first acquisition unit that acquires first information regarding at least the customer name and receipt date and time of a first electronic file stored in a memory unit, a second acquisition unit that acquires second information regarding at least the customer name and receipt date and time of a second electronic file newly received from outside, and a determination unit that determines that the second electronic file is a revised version if the customer name of the first electronic file and the customer name of the second electronic file match and the receipt date and time of the second electronic file is within a predetermined period from the receipt date and time of the first electronic file.
[0011] The program of the present invention causes a computer to function as a first acquisition unit that acquires first information regarding at least the file name of a first electronic file stored in a memory unit, a second acquisition unit that acquires second information regarding at least the file name of a second electronic file newly received from outside, and a determination unit that determines that the second electronic file is a revised version when the file name of the first electronic file acquired by the first acquisition unit is included in the file name of the second electronic file acquired by the second acquisition unit and the file name of the first electronic file and the file name of the second electronic file are different. Effect of the Invention
[0012] According to the present invention, it is possible to automatically determine whether a second electronic file received from outside is a revised version of a first electronic file stored in a storage unit. [Brief description of the drawings]
[0013] [Figure 1] 1 is a diagram illustrating an example of a schematic configuration of an information processing system according to a first embodiment. [Diagram 2] 1 is a block diagram of an information processing device according to a first embodiment. [Diagram 3] 6 is a flowchart showing an example of the operation of the information processing device when storing an electronic file in a database according to the first embodiment. [Figure 4] FIG. 4 is a diagram showing an example of the configuration of a new registration screen displayed on a display unit according to the first embodiment. [Diagram 5] FIG. 4 is a diagram showing an example of the configuration of an editing screen displayed on a display unit according to the first embodiment. [Figure 6] 13 is a flowchart showing an example of the operation of the information processing device in the case where an electronic file received from an external device is stored in a database according to the second embodiment. [Figure 7] FIG. 11 is a diagram for explaining specific examples of a case in which the file name of an electronic file received from an external device includes the file name of an electronic file already registered in a database in the second embodiment, and a case in which the file name of an electronic file received from an external device does not include the file name of an electronic file already registered in a database. [Figure 8] 13 is a diagram showing an example of a configuration of an editing screen displayed on a display unit according to a modified example. FIG. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0014] Preferred embodiments of the present disclosure will be described in detail below with reference to the accompanying drawings.
[0015] First Embodiment [Example of configuration of information processing system 1] First, a description will be given of the configuration of the information processing system 1. Fig. 1 shows an example of a schematic configuration of the information processing system 1 according to the first embodiment.
[0016] The information processing system 1 includes an information processing device 10, a database 20, and an external device 30. The information processing device 10, the database 20, and the external device 30 are communicatively connected via a network N. Examples of the network N include a wide area network (WAN) or the Internet. The communication method of the network N may be wired communication or wireless communication.
[0017] The information processing device 10 is a terminal that manages electronic files F1 and the like received from the external device 30, and is, for example, a computer such as a personal computer, tablet, or server. The information processing device 10 analyzes the electronic files F1 received from the external device 30 and the like for each item using an analysis tool, associates the electronic files with file information indicating the analysis results, and transmits them to the database 20. Examples of the file information include file names, business partner names, transaction dates, transaction amounts, and document classification information. The document classification information is, for example, classification information for making it possible to identify invoices, delivery notes, and the like.
[0018] The database 20 includes, for example, a semiconductor memory such as an SSD (Solid State Drive), a storage device such as an HDD (Hard Disk Drive), and a recording medium such as a DVD (Digital Versatile Disc). The database 20 stores the electronic file F1 and file information received from the information processing device 10 for each document classification. In this embodiment, the electronic file stored in the database 20 is called an electronic file F2. When the database 20 receives a search instruction for a specific electronic file F2 from the information processing device 10, it reads out the electronic file F2 and the registration information corresponding to the search instruction and transmits them to the information processing device 10. The database 20 may be provided in a storage unit or the like within the information processing device 10, or may be provided on the same premises as the information processing device 10 via a network such as a LAN (Local Area Network).
[0019] The external device 30 is a terminal of the party (business partner) that transmits the electronic file F1, and is, for example, a personal computer, a tablet, a smartphone, etc. The external device 30 creates an electronic file F1, such as an estimate or an invoice, and transmits the created electronic file F1 to the information processing device 10. The electronic file F1 can be communicated in the form of, for example, email software, webmail, online storage, file transfer service, etc.
[0020] [Configuration example of information processing device 10] Next, a detailed description will be given of the configuration of the information processing device 10. Fig. 2 is a block diagram of the information processing device 10 according to the first embodiment.
[0021] The information processing device 10 includes a central processing unit (CPU) 11, a random access memory (RAM) 12, a storage unit 13, a display unit 14, an operation reception unit 15, and a communication unit 16.
[0022] The CPU 11 is a processor that controls each component and performs arithmetic processing of data, etc. The CPU 11 may be a single CPU or multiple CPUs. The CPU 11 may be not only a general-purpose processor, but also a microcomputer or an ASIC (Application Specific Integrated Circuit), etc. For example, the CPU 11 executes a program 13a stored in the storage unit 13 to realize processes including registration, revision determination, management, etc. of the electronic file F1.
[0023] In this embodiment, the CPU 11 functions as a first acquisition unit, a second acquisition unit, a determination unit, a management unit, and a display control unit. The CPU 11 realizes each function of the first acquisition unit, the second acquisition unit, the determination unit, the management unit, and the display control unit by executing a program 13a stored in the storage unit 13. The first acquisition unit acquires information on at least the customer name and the receipt date and time of the electronic file F1 stored in the database 20 as the storage unit. The second acquisition unit acquires information on at least the customer name and the receipt date and time of the electronic file F2 newly received from the outside, such as the external device 30. The determination unit determines that the received electronic file F2 is a revised version when the customer name of the electronic file F1 and the customer name of the electronic file F2 match and the receipt date and time of the electronic file F2 is within a predetermined period from the receipt date and time of the electronic file F1. The management unit manages the version number of the electronic file F1 when the determination unit determines that the electronic file F2 is a revised version. When the judgment unit judges that the electronic file F2 is a revised version, the display control unit causes the display unit 14 to display an editing screen 142A (see figure) for replacing the electronic file F1 with the electronic file F2, assuming that the electronic file F2 is a revised version of the electronic file F1.
[0024] The RAM 12 temporarily stores the programs 13a and the like executed by the CPU 11 and data and the like used for calculations by the CPU 11. The RAM 12 is, for example, a volatile semiconductor memory. Note that, in the information processing device 10, a type of volatile memory other than the RAM may be used.
[0025] The storage unit 13 includes any storage module, such as a hard disk drive (HDD), a solid state drive (SSD), and a read only memory (ROM). For example, system programs, application programs, and various data are stored in the storage unit 13. Specifically, the storage unit 13 stores a program 13a and a registration folder 13b. The program 13a is a program for registering, determining whether an electronic file has been revised, managing, displaying, and the like. The registration folder 13b temporarily stores electronic files received from the external device 30 and electronic files generated by the information processing device 10 itself.
[0026] The display unit 14 is, for example, a liquid crystal display, an organic EL (Electro Luminescence) display, etc. The display unit 14 displays a GUI (Graphical User Interface) and the like for receiving various input operations from the user. Specifically, the display unit 14 displays a new registration screen 140 (see FIG. 4) for registering a new electronic file in the database 20, an edit screen 142A (see FIG. 5) for registering a revised electronic file in the database 20, and the like.
[0027] The operation reception unit 15 includes, for example, a mouse, a keyboard, etc. It may be a user interface that receives voice input from a microphone, etc. The operation reception unit 15 may be, for example, a touch panel integrally combined with a display, a user interface that receives voice input from a microphone, etc. The operation reception unit 15 receives instructions corresponding to various input operations from the user, converts the received instructions into operation signals, and outputs the operation signals to the CPU 11. Specifically, the operation reception unit 15 receives input instructions corresponding to new registration on the new registration screen 140, input instructions corresponding to revision registration on the editing screen 142A, etc.
[0028] The communication unit 16 includes, for example, a communication module including a NIC (Network Interface Card), a receiver, and a transmitter, etc. The communication unit 16 communicates various data such as electronic files F1, F2, and file information between the database 20 and the external device 30, etc., via the network N.
[0029] [Example of operation of information processing device 10] Next, a process flow of the information processing device 10 when the electronic file F2 received from the external device 30 is stored in the database 20 will be described. Fig. 3 is a flowchart showing an example of the operation of the information processing device 10 when the electronic file F2 according to the first embodiment is stored in the database 20. The CPU 11 realizes each step shown in Fig. 3 by executing a program 13a stored in the storage unit 13.
[0030] The external device 30 creates an electronic file F2 such as an invoice, and transmits the created electronic file F2 to the information processing device 10. The CPU 11 of the information processing device 10 acquires the electronic file F2 received by the communication unit 16 (step S10).
[0031] The CPU 11 determines whether the acquired electronic file F2 has been moved to a registration folder (step S11). Specifically, the CPU 11 determines whether a registration request generated when the electronic file F2 is moved to a registration folder by the user on the screen of the display unit 14 has been acquired. Note that the CPU 11 may perform control to automatically move the electronic file F2 to the registration folder when it receives the electronic file F2 from the external device 30.
[0032] When the CPU 11 determines that the received file has been moved to the registration folder, it executes an analysis tool to extract file information from the electronic file F2 (step S12). As described above, the file information may include, for example, the file name, the name of the business partner, the transaction date, and the transaction amount. On the other hand, when the CPU 11 determines that the electronic file F2 has not been moved to the registration folder, it waits until the electronic file F2 is moved to the registration folder, and then proceeds to step S12.
[0033] The CPU 11 determines whether an electronic file with a supplier name identical to the supplier name of the electronic file F2 extracted in step S12 is stored in the database 20 (step S13). For example, the CPU 11 transmits to the database 20 a transmission request (command) for file information including the supplier name of the electronic file F1 registered in the database 20. In response to the transmission request from the information processing device 10, the database 20 transmits to the information processing device 10 the file information including the supplier name of the electronic file F1. The CPU 11 acquires the file information from the database 20, and determines whether an electronic file F1 with a supplier name matching the supplier name of the electronic file F2 is stored in the database 20 based on the acquired file information.
[0034] If the CPU 11 determines that a file with the same supplier name as that of the electronic file F2 is not stored in the database 20 (step S13: NO), the process proceeds to step S16. In this case, the CPU 11 determines that the electronic file F2 is not a revised version but a new electronic file. The CPU 11 causes the display unit 14 to display a new registration screen 140 for storing the new electronic file in the database 20 (step S16).
[0035] 4 shows an example of the configuration of a new registration screen 140 displayed on the display unit 14. A file name 14a of the electronic file F2 that has been moved to the registration folder is displayed at the top of the new registration screen 140. The file name 14a may be hidden. An image (thumbnail image) 14b of the electronic file F2 that has been moved to the registration folder is displayed above the center of the new registration screen 140. A PDF display button 14c is provided below the image 14b. The PDF display button 14c is a button for displaying the image 14b in PDF format.
[0036] Below the center of the new registration screen 140, file information extracted by the analysis process of the electronic file F2 is displayed for each item. Examples of file information items include transaction 14d, document classification 14e, client name 14f, transaction amount 14g, transaction date 14h, and remarks 14i. Each item is configured, for example, as a pull-down menu. The user can select any content from the pull-down menu. In addition to estimates, invoices and the like can be selected in the pull-down menu for document classification 14e, and the name of a client registered in the database can be selected in the pull-down menu for client name 14f. In addition, the transaction amount extracted from several recently received electronic files may be displayed as the pull-down menu for transaction amount 14g. In addition, the transaction date extracted from several recently received electronic files may be displayed as the pull-down menu for transaction date 14h. In addition, the content of each item of registration information may be directly input by the user as character information or the like.
[0037] A registration button 14j and a cancel button 14k are provided at the bottom of the new registration screen 140. The registration button 14j is a button for registering the electronic file F2 displayed on the new registration screen 140 as a new electronic file in the database 20. The cancel button 14k is a button for canceling the registration process of the electronic file F2 displayed on the new registration screen 140 in the database 20.
[0038] When the CPU 11 acquires an input instruction in response to the user's operation of the registration button 14j on the new registration screen 140, the CPU 11 transmits the electronic file F2 moved to the registration folder as a new electronic file to the database 20. The database 20 receives the electronic file F2, and registers and manages the received electronic file F2 as a new electronic file. In this case, the database 20 manages the electronic file F2 in association with file information related to the electronic file F2.
[0039] When the CPU 11 acquires an input instruction corresponding to the cancel button 14k operated by the user on the new registration screen 140, the CPU 11 stops the registration process of the electronic file F2 moved to the registration folder in the database 20. For example, the CPU 11 hides the new registration screen 140 from the screen of the display unit 14.
[0040] On the other hand, if the CPU 11 determines in step S13 that the electronic file F1 having the same supplier name as that of the electronic file F2 is stored in the database 20 (step S13: YES), the process proceeds to step S14.
[0041] The CPU 11 determines whether the receipt date and time of the electronic file F2 is within N days (N is an integer) from the receipt date and time of the electronic file F1 stored in the database 20 (step S14). The reason for determining the receipt date and time is that in the case of revision, a corrected version of the electronic file is generally resent within a few hours or days after the electronic file F1 is stored in the database 20. Note that file information including the receipt date and time of the electronic file F1 may be included in the search result information transmitted from the external device 30 in step S13. Alternatively, the CPU 11 may newly acquire the receipt date and time of the electronic file F1 from the database 20 in step S14.
[0042] The number of days N may be a default setting, or the user may be allowed to set any number of days N after shipment. In addition, in the case of a default setting, an optimal number of days may be assigned to each document classification of electronic files. For example, the number of days N may be set short for a document classification in which electronic files are transmitted from the external device 30 on a daily basis. On the other hand, the number of days N may be set long for a document classification in which electronic files are transmitted from the external device 30 on a monthly basis.
[0043] If the CPU 11 determines that the receipt date and time of the electronic file F2 is not within N days from the receipt date and time of the electronic file F1 stored in the database 20, the process proceeds to step S16. In this case, the CPU 11 determines that the electronic file F2 is a new electronic file, and causes the display unit 14 to display the new registration screen 140 shown in FIG.
[0044] When the CPU 11 acquires an input instruction corresponding to the user's operation of the register button 14j on the new registration screen 140, the CPU 11 transmits the electronic file F2 moved to the registration folder as a new electronic file to the database 20. When the CPU 11 acquires an input instruction corresponding to the user's operation of the cancel button 14k on the new registration screen 140, the CPU 11 stops the registration process of the electronic file F2 moved to the registration folder in the database 20.
[0045] On the other hand, in step S14, if the CPU 11 determines that the receipt date and time of the electronic file F2 is within N days from the receipt date and time of the electronic file F1 stored in the database 20 (step S14: YES), the process proceeds to step S15. In this case, the CPU 11 determines that the electronic file F2 is a revised electronic file. The CPU 11 causes the display unit 14 to display an editing screen 142A for registering the electronic file F2 as a revised version of the electronic file F1 (step S15).
[0046] 5 shows an example of the configuration of an edit screen 142A displayed on the display unit 14. The same reference numerals are used for components common to the above-mentioned new registration screen 140, and detailed explanations are omitted. The edit screen 142A displays a file name 14a, an image 14b, a PDF display button 14c, a transaction 14d, a document classification 14e, a customer name 14f, a transaction amount 14g, a transaction date 14h, and a remark 14i.
[0047] In this embodiment, as shown in Fig. 5, a replacement button 14l is provided next to the PDF display button 14c below the image 14b. The replacement button 14l is a button for replacing the electronic file F1 already registered in the database 20 with the electronic file F2, which may be a revised version of the electronic file F1, and displaying it on the editing screen 142A.
[0048] In addition to a cancel button 14k, an update button 14m, a delete button 14n, and a new registration screen switching button 14o are provided at the bottom of the edit screen 142A. The update button 14m is a button for updating the electronic file F1 already registered in the database 20 to the electronic file F2 when the electronic file F2 moved to the registration folder is a revised version. The delete button 14n is a button for deleting the electronic file F2 being edited. The new registration screen switching button 14o is a button for switching from the edit screen 142A to the new registration screen 140.
[0049] When the CPU 11 acquires an input instruction in response to the update button 14m operated by the user on the editing screen 142A, it transmits the electronic file F2 moved to the registration folder to the database 20 as a revised electronic file. The database 20 registers and manages the received electronic file F2 as a revised file of the already registered electronic file F1. This enables automatic history management by linking the revised electronic file F2 to the electronic file F1. In this case, the CPU 11 may perform an addition process on the edition numbers indicating the number of editions of the electronic files F1 and F2. The number of editions may be version information.
[0050] On the other hand, when the CPU 11 acquires an input instruction corresponding to the cancel button 14k operated by the user on the editing screen 142A, the CPU 11 stops the registration process of the electronic file F2 moved to the registration folder in the database 20. For example, the CPU 11 hides the editing screen 142A from the screen of the display unit 14. Furthermore, when the registration screen switching button is selected, the CPU 11 switches the editing screen 142A to the new registration screen 140.
[0051] According to the first embodiment, the following advantageous effects can be achieved. Conventionally, when the electronic file F2 received from the external device 30 is a revised version of the electronic file F1 stored in the database 20, it was necessary to close the new registration screen 140 that is automatically displayed, and display the edit screen 142A from the management tool by a separate operation. In contrast, according to the first embodiment, when it is determined that the electronic file F2 is a revised version of the electronic file F1, it is possible to automatically display the edit screen 142A without displaying the new registration screen 140. This can reduce the user's workload in managing the history of the revision of the electronic file F2. In addition, since it can be automatically determined whether the electronic file F2 is a revised version, it is possible to avoid erroneous determination by the user.
[0052] <Second embodiment> In the second embodiment, when determining whether the electronic file F2 received from the external device 30 is a revised version, the file name of the electronic file F2 is used to determine the same. In the following, differences from the first embodiment will be mainly described, and the description of the points in common with the first embodiment will be omitted. In the description of the second embodiment, the parts in common with the first embodiment will be described with the same reference numerals.
[0053] [Example of operation of information processing device 10] First, a process flow of the information processing device 10 when the electronic file F2 according to the second embodiment is stored in the database 20 will be described. Fig. 6 is a flowchart showing an example of the operation of the information processing device 10 when the electronic file F2 according to the second embodiment is stored in the database 20. The CPU 11 realizes each step shown in Fig. 6 by executing a program 13a stored in the storage unit 13.
[0054] The external device 30 creates an electronic file F2 such as an invoice, and transmits the created electronic file F2 to the information processing device 10. The CPU 11 of the information processing device 10 acquires the electronic file F2 received by the communication unit 16 (step S20).
[0055] The CPU 11 determines whether the acquired electronic file F2 has been moved to a registration folder (step S21).
[0056] When the CPU 11 determines that the electronic file F2 has not been moved to the registration folder, the process returns to step S20. On the other hand, when the CPU 11 determines that the received file has been moved to the registration folder, the CPU 11 executes an analysis tool to extract file information from the electronic file F2 (step S22). Examples of the file information include the file name, the name of the business partner, the transaction date, and the transaction amount.
[0057] The CPU 11 judges whether the file name of the electronic file F1 stored in the database 20 is included in the file name of the electronic file F2 and whether the file name of the electronic file F1 and the file name of the electronic file F2 are different (step S23). The reason for judging the file name is that in the case of a revision, the file name of the electronic file F1 previously stored in the database 20 is usually inherited and predetermined characters, numbers, symbols, etc. are often added to the file name. The CPU 11 transmits to the database 20 a transmission request for file information including the file name of the electronic file F1 registered in the database 20. The CPU 11 acquires file information corresponding to the transmission request from the database 20, and judges whether the file name of the electronic file F1 is included in the file name of the electronic file F2 and whether the file name of the electronic file F1 and the file name of the electronic file F2 are different based on the acquired file information. Note that the file information may include, for example, a receipt date and time in addition to the file name.
[0058] 7 is a diagram for explaining a specific example of a case where the file name of electronic file F1 is included in the file name of electronic file F2 and a case where the file name of electronic file F1 is not included in the file name of electronic file F2. As will be explained with examples below, the file name of an electronic file may include characters such as kanji, hiragana, katakana, and alphabets, as well as numbers, various parentheses, and even symbols such as hyphens, underscores, and periods.
[0059] For example, if the file name of electronic file F2 is "Invoice June 2023 (XXX Co., Ltd.) (1).pdf", the "Invoice June 2023 (XXX Co., Ltd.) (1)" part of the file name matches the entire "Invoice June 2023 (XXX Co., Ltd.)" of the file name of electronic file F1. In other words, all characters of the file name of electronic file F1 are included in the file name of electronic file F2, and the file names of electronic file F1 and electronic file F2 are different. In this case, CPU 11 determines that the file name of electronic file F1 is included in the file name of electronic file F2.
[0060] For example, if the file name of electronic file F2 is "XXX Co., Ltd. Purchase Order 23.06_Copy.pdf", the "XXX Co., Ltd. Purchase Order 23.06" portion of the file name matches the entire "XXX Co., Ltd. Purchase Order 23.06" portion of the file name of electronic file F1. In other words, all characters of the file name of electronic file F1 are included in the file name of electronic file F2, and the file names of electronic file F1 and electronic file F2 are different. In this case, CPU 11 determines that the file name of electronic file F1 is included in the file name of electronic file F2.
[0061] For example, if the file name of electronic file F2 is "[Correction] XXXX Co., Ltd. Purchase Order 23.06.pdf", the "XXXX Co., Ltd. Purchase Order 23.06" portion of the file name matches the entire "XXXX Co., Ltd. Purchase Order 23.06" portion of the file name of electronic file F1. In other words, all characters of the file name of electronic file F1 are included in the file name of electronic file F2, and the file names of electronic file F1 and electronic file F2 are different. In this case, CPU 11 determines that the file name of electronic file F1 is included in the file name of electronic file F2.
[0062] In contrast, for example, if the file name of electronic file F2 is "June invoice (XXX Co., Ltd.).pdf", a part of "Invoice (XXX Co., Ltd.)" matches a part of "Invoice (XXX Co., Ltd.)" in the file name of electronic file F1. However, the remaining "June" part of the file name of electronic file F2 differs from the remaining "May" part of the file name of electronic file F1. Therefore, CPU 11 determines that the file name of electronic file F1 is not included in the file name of electronic file F2. As a result, CPU 11 determines that electronic file F2 is a new electronic file, not a revised version of electronic file F1.
[0063] It is also possible that the file name of the electronic file F1 and the file name of the electronic file F2 are completely identical, in which case the CPU 11 determines that the file name of the electronic file F1 is included in the file name of the electronic file F2.
[0064] When the CPU 11 determines that one of the conditions that the file name of the electronic file F1 is included in the file name of the electronic file F2 and the file name of the electronic file F1 is different from the file name of the electronic file F2 is not satisfied (step S23: NO), the CPU 11 proceeds to step S26. In this case, the CPU 11 determines that the electronic file F2 is not a revised version but a new electronic file. The CPU 11 causes the display unit 14 to display the new registration screen 140 shown in FIG. 4 for storing the new electronic file in the database 20 (step S26).
[0065] 4, the CPU 11 transmits the electronic file F2 moved to the registration folder as a new electronic file to the database 20. When the CPU 11 receives an input instruction corresponding to the user's operation of the cancel button 14k on the new registration screen 140, the CPU 11 stops the registration process of the electronic file F2 moved to the registration folder in the database 20.
[0066] On the other hand, in step S23, if the CPU 11 determines that the file name of the electronic file F1 is included in the file name of the electronic file F2 and that the file names of the electronic file F1 and F2 are different (step S23: YES), the CPU 11 proceeds to step S24.
[0067] The CPU 11 determines whether the receipt date and time of the electronic file F2 is within N days from the receipt date and time of the electronic file F1 stored in the database 20 (step S24).
[0068] If the CPU 11 determines that the receipt date and time of the electronic file F2 is not within N days from the receipt date and time of the electronic file F1 stored in the database 20, the process proceeds to step S16. In this case, the CPU 11 determines that the electronic file F2 is a new electronic file, and causes the display unit 14 to display the new registration screen 140 shown in FIG.
[0069] When the CPU 11 acquires an input instruction corresponding to the user's operation of the register button 14j on the new registration screen 140, the CPU 11 transmits the electronic file F2 moved to the registration folder as a new electronic file to the database 20. When the CPU 11 acquires an input instruction corresponding to the user's operation of the cancel button 14k on the new registration screen 140, the CPU 11 stops the registration process of the electronic file F2 moved to the registration folder in the database 20.
[0070] On the other hand, in step S24, if the CPU 11 determines that the receipt date and time of the electronic file F2 is within N days from the receipt date and time of the electronic file F1 stored in the database 20 (step S24: YES), the process proceeds to step S25. In this case, the CPU 11 determines that the electronic file F2 is a revised electronic file, and causes the display unit 14 to display the editing screen 142A shown in Fig. 5 (step S25).
[0071] When the CPU 11 acquires an input instruction corresponding to the update button 14m operated by the user on the editing screen 142A, the CPU 11 transmits the electronic file F2 moved to the registration folder as a revised electronic file to the database 20. On the other hand, when the CPU 11 acquires an input instruction corresponding to the cancel button 14k operated by the user on the editing screen 142A, the CPU 11 stops the registration process of the electronic file F2 moved to the registration folder in the database 20.
[0072] In the above embodiment, whether the electronic file F2 is a revised version of the electronic file F1 is determined using both the file name and the receipt date and time, but this is not limited to this. For example, whether the electronic file F2 is a revised version of the electronic file F1 may be determined using only the file name.
[0073] The second embodiment can also achieve the same effects as the first embodiment. That is, according to the second embodiment, when it is determined that the electronic file F2 is a revised version of the electronic file F1, the edit screen 142A can be automatically displayed without displaying the new registration screen 140. This can reduce the user's workload in managing the history of revisions of the electronic file F2.
[0074] <Modification> In this modification, an editing screen 142B, which is displayed when an electronic file received from the external device 30 is a revised version, is displayed in a layout different from that of the editing screen 142A in the first and second embodiments. In the following, differences from the first embodiment will be mainly described, and descriptions of points in common with the first embodiment will be omitted. In addition, in the description of this modification, parts in common with the first embodiment will be described with the same reference numerals.
[0075] FIG. 8 shows an example of the configuration of the editing screen 142B displayed on the display unit 14 according to the modified example. When the electronic file F2 is determined to be a revised version of the electronic file F1 by the process described in FIG. 4 and the like, the first image 14p and the second image 14b are displayed on the editing screen 142B. The first image 14p and the second image 14b are displayed, for example, above the center of the editing screen 142B, side by side in the horizontal direction of the screen. The first image 14p is an image of the electronic file F1 before revision, i.e., before replacement, stored in the database 20. The second image 14b is an image of the electronic file F2 corresponding to the revised version, i.e., after replacement, received from the external device 30.
[0076] According to this modification, the user can check the electronic file F1 and the electronic file F2 before and after replacement due to the revision by checking both the first image 14p and the second image 14b displayed on the editing screen 142B. Therefore, since it is possible to finally check from the image whether the electronic file F2 received from the external device 30 is a revised version of the electronic file F1, mistakes in registration in the database 20 can be prevented.
[0077] Although the preferred embodiments of the present disclosure have been described in detail above with reference to the accompanying drawings, the technical scope of the present disclosure is not limited to such examples. A person having ordinary knowledge in the technical field of the present disclosure will understand that various modifications and improvements made within the scope of the technical ideas described in the claims naturally belong to the technical scope of the present disclosure. [Explanation of symbols]
[0078] 1. Information Processing Systems 10. Information processing device 11 CPU (first acquisition unit, second acquisition unit, judgment unit, management unit, display control unit) 20 Database (storage section) 14 Display section 140 New registration screen 142A, 142B Editing screen F1 Electronic file (first electronic file) F2 Electronic file (Second electronic file)
Claims
1. a first acquisition unit that acquires first information related to at least a customer name and a receipt date and time of the first electronic file stored in the storage unit; a second acquisition unit that acquires second information related to at least a customer name and a receipt date and time of a second electronic file newly received from an outside source; a determination unit that determines that the second electronic file is a revised version when the customer name of the first electronic file and the customer name of the second electronic file match and the receipt date and time of the second electronic file is within a predetermined period from the receipt date and time of the first electronic file; An information processing device comprising:
2. a first acquisition unit that acquires first information related to at least a file name of a first electronic file stored in the storage unit; a second acquisition unit that acquires second information related to at least a file name of a second electronic file newly received from an external source; a determination unit that determines that the second electronic file is a revised version when the file name of the first electronic file acquired by the first acquisition unit is included in the file name of the second electronic file acquired by the second acquisition unit and the file name of the first electronic file and the file name of the second electronic file are different; An information processing device comprising:
3. a management unit that manages a version number of the first electronic file when the determination unit determines that the second electronic file is a revised version, 3. The information processing device according to claim 1 or 2.
4. a display control unit that, when the determination unit determines that the second electronic file is a revised version, causes a display unit to display an editing screen for replacing the first electronic file with the second electronic file.
3. The information processing device according to claim 1 or 2.
5. the display control unit causes the display unit to display, on the editing screen, print images of both the first electronic file and the second electronic file before and after the replacement. The information processing device according to claim 4.
6. and a display control unit that, when the determination unit determines that the second electronic file is a revised version, determines that the second electronic file is a new document and causes a new registration screen for newly registering the second electronic file to be displayed on a display unit.
3. The information processing device according to claim 1 or 2.
7. The first information and the second information include document classification information capable of identifying at least an invoice and a delivery note. The information processing device according to claim 2 .
8. The first acquisition unit acquires a receipt date and time of the first electronic file as the first information, The second acquisition unit acquires a receipt date and time of the second electronic file as the second information, the determination unit determines whether the receipt date and time of the second electronic file is within a predetermined period from the receipt date and time of the first electronic file. The information processing device according to claim 2 .
9. the second acquisition unit acquires the second information by analyzing the second electronic file when the second electronic file is saved in a predetermined folder; 3. The information processing device according to claim 1 or 2.
10. acquiring second information relating to at least the name of the business partner and the date and time of receipt of the second electronic file newly received from outside; acquiring first information related to at least the name of the customer and the date and time of receipt of the first electronic file stored in the storage unit; determining that the second electronic file is a revised version when a customer name of the second electronic file matches a customer name of the first electronic file and a receipt date and time of the second electronic file is within a predetermined period from a receipt date and time of the first electronic file; An information processing method comprising the steps of:
11. obtaining second information related to at least a file name of a second electronic file newly received from an external source; obtaining first information related to at least a file name of a first electronic file stored in a storage unit; determining that the second electronic file is a revised version when the file name of the first electronic file is included in the file name of the second electronic file and the file name of the first electronic file is different from the file name of the second electronic file; An information processing method comprising the steps of:
12. Computer, a first acquisition unit that acquires first information related to at least a customer name and a receipt date and time of the first electronic file stored in the storage unit; a second acquisition unit that acquires second information related to at least the name of the business partner and the date and time of receipt of the second electronic file newly received from the outside; a determination unit that determines that the second electronic file is a revised version when a customer name of the first electronic file and a customer name of the second electronic file match and a receipt date and time of the second electronic file are within a predetermined period from a receipt date and time of the first electronic file; A program to function as a
13. Computer, a first acquisition unit that acquires first information related to at least a file name of a first electronic file stored in the storage unit; a second acquisition unit that acquires second information related to at least a file name of a second electronic file newly received from outside; a determination unit that determines that the second electronic file is a revised version when the file name of the first electronic file acquired by the first acquisition unit is included in the file name of the second electronic file acquired by the second acquisition unit and the file name of the first electronic file and the file name of the second electronic file are different; A program to function as a
Citation Information
Patent Citations
Information processing apparatus, method, program and recording medium for processing electronic document
JP2011048739A