Information processing device, information processing method, and program

Abstract

To provide technology that enables easy comprehension of a situation of a profit imparted in a format that is suitable for a user, in order to improve a sense of belonging to a corporation, and motivation.SOLUTION: An information processing device comprises: imparted value information storage means for storing imparted value information including an imparted value calculated on the basis of a designated index and information regarding a rights-executable period of the imparted value; imparted value information acquisition means for acquiring the imparted value information from the imparted value information storage means; and output control means for outputting the presence of the imparted value information to a predetermined user when there is an imparted value regarding which rights can be executed by the predetermined user at the present or in the future, within the imparted value information acquired by the imparted value information acquisition means.SELECTED DRAWING: Figure 3

Description

[Technical field]

[0001] The present invention relates to an information processing device, an information processing method, and a program. [Background technology]

[0002] Patent Document 1 discloses a system that processes the exercise procedure of stock options in a simple manner. Note that a stock option is a system that gives managers and employees the right to purchase company stock at a fixed price (stock acquisition rights) with the aim of increasing a sense of belonging to the company. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] JP 2003-085368 A Summary of the Invention [Problem to be solved by the invention]

[0004] Issuing stocks or stock acquisition rights such as stock options requires a board of directors resolution or a special resolution of the general shareholders meeting. In addition, because the payment for stocks and stock acquisition rights, as well as the complicated procedures and management required for registration, there is a demand for a simpler method of providing motivation than stock options.

[0005] The present invention has been made in consideration of the above circumstances, and aims to provide a technology that enables users to easily grasp the status of benefits granted to them in a format suitable for them in order to improve their sense of belonging and motivation to the company. [Means for solving the problem]

[0006] In order to achieve the above-mentioned object, one aspect of the present invention is an information processing device comprising: an award value information storage means for storing award value information including an award value calculated based on a specified index and information regarding the period during which the award value can be exercised; an award value information acquisition means for acquiring the award value information from the award value information storage means; and an output control means for outputting to the specified user, if the award value information acquired by the award value information acquisition means includes an award value that the specified user can exercise currently or in the future, the information indicating the presence of the award value information. Effect of the Invention

[0007] According to the present invention, it is possible to provide a technology that allows a user to easily grasp the status of benefits granted to the user in a format suitable for the user in order to improve the user's sense of belonging to the company and motivation. [Brief description of the drawings]

[0008] [Figure 1] FIG. 1 is a schematic diagram showing a configuration of an information processing system. [Diagram 2] FIG. 2 is a block diagram showing a hardware configuration of the information processing device. [Diagram 3] FIG. 2 is a functional block diagram showing a functional configuration of the information processing apparatus according to the first embodiment. [Figure 4] 13 is a flowchart showing an example of a processing flow relating to display of stock acquisition rights in an information processing device. [Diagram 5] 13 is a flowchart showing an example of a process flow relating to display of an assigned value in an information processing device. [Figure 6] FIG. 13 is a diagram showing an output screen of a user terminal for information regarding stock acquisition rights. [Figure 7] FIG. 13 is a diagram showing an output screen of a user terminal for information regarding the granted value. [Figure 8] FIG. 13 is a diagram showing an output screen of information regarding the exercise of rights to the granted value on a user terminal. [Figure 9] FIG. 13 is a diagram showing an output screen of detailed information regarding the exercise of rights to the granted value on a user terminal. [Figure 10] FIG. 13 is a diagram showing an output screen of information regarding an application for exercising rights to granted value on a user terminal. [Figure 11] FIG. 13 is a diagram showing an output screen for inputting tax amount calculations on a user terminal. [Figure 12] FIG. 13 is a diagram showing an output screen of a tax amount calculation result on a user terminal. [Figure 13] FIG. 13 is a diagram showing an output screen of a company terminal for information regarding stock acquisition rights. [Figure 14] FIG. 13 is a diagram showing an output screen of the company terminal for information regarding the granted value. [Figure 15] FIG. 11 is a functional block diagram showing a functional configuration of an information processing device according to a second embodiment. [Figure 16] FIG. 13 is a diagram showing an output screen of a user terminal. [Figure 17] FIG. 13 is a diagram showing another output screen of the user terminal. [Figure 18] FIG. 13 is a diagram showing an output screen of a company terminal. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0009] <Summary> In this embodiment, an example will be described in which the period during which the stock acquisition rights and the right to convert the granted value into money can be exercised are displayed, along with the expected profit amount when the rights are exercised. According to this embodiment, an employee can easily grasp the period during which the stock acquisition rights or the conversion rights into the grant value held by the employee can be exercised, as well as the expected stock price and the conversion price into money of the grant value when selling the stock acquired by exercising the stock acquisition rights. This improves the convenience of exercising stock options and the conversion rights into the grant value, and also improves motivation to work at the workplace (corporation) where the employee works.

[0010] <System configuration> An information processing system 1 according to an embodiment of the present invention will be described in detail with reference to the drawings. Fig. 1 is a schematic diagram showing an example of the overall configuration of an information processing system 1 according to the present embodiment. The information processing system 1 shown in Fig. 1 is a cloud system that uses the Internet. This information processing system 1 provides cloud services to companies that do not issue stock acquisition rights but only grant value, in addition to unlisted companies such as joint-stock companies with stock options and venture companies aiming to go public.

[0011] The information processing system 1 is used by the person in charge of a company that grants stock acquisition rights to employees and employees who have stock acquisition rights, and provides information about stock acquisition rights and supports various procedures related to stock acquisition rights. A stock option is a right to purchase the company's own stock at a price determined by the company. In addition to stock acquisition rights, a company that uses the cloud service provided by the information processing device 3 can grant employees an assigned value that the company sets independently. The cloud service provided by the information processing device 3 can also be said to be a system for issuing, managing, and viewing stock options and assigned values ​​by the issued party. In the following explanation, stock acquisition rights may be referred to as stock options (SO) and assigned values ​​may be referred to as engagement stocks (ES). In the following explanation, just as the unit of "stock" is "stock" and the price is referred to as "stock price," when the assigned value is described as ES, the unit of "ES" is "ES" and the price is referred to as "ES value" as appropriate.

[0012] In this embodiment, a company or the like that uses the cloud service is taken as the issuer, and an employee or the like that is granted stock options and granted value and uses the user terminal 5 is taken as the user. Note that the user includes not only employees with employment contracts, but also freelancers with contracts. Employees also include those who belong to multiple organizations such as group companies of the company or the like.

[0013] The information processing system 1 according to this embodiment is configured by connecting an information processing device 3, a company terminal 4, and a user terminal 5 via a network 2. The network 2 is, for example, the Internet, a LAN (Local Area Network), a VPN (Virtual Private Network), etc. Although not shown in the figure, various devices and equipment for capturing images, such as a scanner, may be connected to the user terminal 5 as necessary. In this embodiment, users may be any users who hold stock acquisition rights or grant value, and examples of such users include employees of the corporation to which the stock acquisition rights or grant value are granted, the management (including directors) of the corporation, investors, etc.

[0014] The information processing device 3 is, for example, a server managed by an operator such as a tax accountant corporation or its entrustor. This information processing device 3 is connected to a network 2 and communicates with a company terminal 4 and a user terminal 5. This enables the information processing device 3 to input data to the company terminal 4, input data to the user terminal 5, receive data output by the company terminal 4, and receive data output by the user terminal 5.

[0015] The company terminal 4 is a terminal managed by a corporation and used by personnel of the corporation, and is a general communication terminal such as a PC or tablet. This company terminal 4 is connected to the network 2 and communicates with the information processing device 3. This enables the company terminal 4 to input data to the information processing device 3 and to receive data output by the information processing device 3. The company terminal 4 also outputs a screen in which at least a part of the screen has a predetermined first color (for example, pink) as a display color.

[0016] The user terminal 5 is a terminal used by employees, and is a general communication terminal such as a personal computer, tablet, or smartphone. The user terminal 5 is connected to the network 2 and communicates with the information processing device 3. This allows the user terminal 5 to input data to the information processing device 3 and receive data output by the information processing device 3. The user terminal 5 may receive information from a scanner by connecting to the scanner via a USB cable (not shown) or the like, or may receive information photographed by a digital camera or a smartphone camera function. Furthermore, the user terminal 5 outputs a screen in which a display color is a predetermined second color different from the display color of the company terminal 4 (for example, blue if the result of selling the stocks acquired by exercising the stock acquisition rights is positive, and red if the result is negative).

[0017] A scanner, a digital camera, or a camera function of a smartphone may be used to read or photograph documents such as a contract or a copy of a registry, and characters may be recognized using an optical character recognition (OCR) function. This recognized information is transmitted to the user terminal 5. The information read from the contract and the copy of the registry becomes stock acquisition right information, which will be described later.

[0018] <Hardware configuration> (Hardware configuration of information processing device 3) The hardware configuration of the information processing device 3 will be described with reference to Fig. 2. Fig. 2 is a block diagram showing an example of the hardware configuration of the information processing device 3 according to this embodiment. The information processing device 3 includes a CPU (Central Processing Unit) 11, a ROM (Read Only Memory) 12, a RAM (Random Access Memory) 13, a bus 14, an input / output interface 15, an output unit 16, an input unit 17, a memory unit 18, a communication unit 19, and a drive 20.

[0019] The CPU 11 executes various processes according to a program recorded in the ROM 12 or a program loaded from the storage unit 18 to the RAM 13. The RAM 13 appropriately stores data and the like required for the CPU 11 to execute various processes. The CPU 11, the ROM 12, and the RAM 13 are interconnected via a bus 14. An input / output interface 15 is also connected to this bus 14.

[0020] The input / output interface 15 is connected to an output unit 16, an input unit 17, a storage unit 18, a communication unit 19, and a drive 20. The output unit 16 is composed of a display, a speaker, a printer, etc., and outputs output information such as voice data and text data. If the output unit 16 is, for example, a printer, the output information can also be printed. The input unit 17 is composed of a keyboard, a mouse, a touch panel, etc., and inputs various information. The storage unit 18 is composed of a hard disk, a DRAM (Dynamic Random Access Memory), etc., and stores various data. The communication unit 19 communicates with the company terminal 4 and the user terminal 5 via a network 2 including the Internet.

[0021] Removable media 21, which may be a magnetic disk, an optical disk, a magneto-optical disk, or a semiconductor memory, is appropriately attached to the drive 20. Programs read from the removable media 21 by the drive 20 are installed in the storage unit 18 as necessary. The removable media 21 can also store various data stored in the storage unit 18 in the same manner as the storage unit 18.

[0022] (Hardware configuration of company terminal 4 and user terminal 5) Although not shown, the company terminal 4 and the user terminal 5 have the same hardware configuration as that shown in Fig. 2. That is, the company terminal 4 and the user terminal 5 have a CPU, a ROM, a RAM, a bus, an input / output interface, an output unit, an input unit, a storage unit, a communication unit, and a drive corresponding to the CPU 11, the ROM 12, the RAM 13, the bus 14, the input / output interface 15, the output unit 16, the input unit 17, the storage unit 18, the communication unit 19, and the drive 20 in Fig. 2, respectively. In addition, the user terminal 5 further has a scanner (image reading device) as described above.

[0023] <Functional configuration of the first embodiment> The functional configuration of the information processing device 3 of the first embodiment will be described with reference to Fig. 3. Fig. 3 is a functional block diagram showing an example of the functional configuration of the information processing device 3 of the first embodiment. In the CPU 11 of the information processing device 3, a stock acquisition right information acquisition unit 31, an granted value information acquisition unit 131, an output control unit 132, a user registration information acquisition unit 133, a document to be submitted preparation unit 34, a new information acquisition unit 135, and a tax amount output unit 150 function. In addition, in one area of ​​the storage unit 18 of the information processing device 3, a stock acquisition right information DB41 (stock acquisition right information storage unit), an granted value information DB141 (granted value information storage unit), and a user registration information DB142 are provided.

[0024] The stock acquisition right information acquisition unit 31 acquires stock acquisition right information from the stock acquisition right information DB41. The stock acquisition right information DB41 is a stock acquisition right information storage means, and stores stock acquisition right information including information related to the exercise period. The information related to the exercise period is the period from the exercise start date to the exercise end date. The stock acquisition right information is used by the output control unit 132 and the document submission preparation unit 34. The stock acquisition right information acquisition unit 31 outputs the stock acquisition right information acquired from the stock acquisition right information DB41 to the output control unit 132. In addition, the stock acquisition right information acquisition unit 31 outputs the stock acquisition right information acquired from the stock acquisition right information DB41 to the document submission preparation unit 34.

[0025] The stock acquisition right information may include information regarding the period during which the stock acquisition rights can be exercised, information regarding the number of shares that each employee who has the stock acquisition rights can acquire and the share price to acquire, and information regarding the expected share price at which the stock acquisition rights will be sold in the future. All or part of this stock acquisition right information will be included in the documents to be submitted to a securities company or trust bank when the rights are exercised. Stock acquisition rights can also be set collectively in a predetermined data format that specifies the target users and the number of shares to be distributed, etc. The predetermined data format is, for example, CSV (comma separated values), which is imported by the person in charge uploading it from the company terminal 4 and registered in the stock acquisition right information DB 41.

[0026] The granted value information acquisition unit 131 acquires granted value information from an granted value information DB 141 (granted value information storage unit). The granted value information DB 141 is a granted value information storage means for storing granted value information including information regarding the period during which the granted value can be exercised. The granted value information acquisition unit 131 outputs the granted value information acquired from the granted value information DB 141 to the output control unit 132. The granted value information DB 141 in the first embodiment is a granted value information storage means.

[0027] The granted value information includes at least the granted value derived based on an arbitrary index set by the issuer, and information on the exercise period for exercising the right to the granted value. The granted value information may also include the number of granted values ​​that can be acquired by each user who has the right to use the granted value, information on the granted value, and information on the granted value expected to be sold in the future. Also, as will be described in detail later, the arbitrary index set by the issuer in the granted value information may be specified by selecting from a plurality of candidate indices. Also, a different index may be specified for each of a plurality of users. Furthermore, the granted value can be set collectively in a predetermined data format that specifies the target users, the number of distributions, etc. The predetermined data format is, for example, CSV (comma separated values), which is imported by uploading by the person in charge from the company terminal 4 and registered in the granted value information DB 141.

[0028] The granted value is assumed to be converted into money in a right exercisable period to be set in the future, and is a benefit provided to the user in a form different from a salary. The granted value is granted, for example, in a numerical value of a predetermined unit that is arbitrarily determined. The granted value is associated with the user and registered in the granted value information DB 141 together with the number of the predetermined unit (amount of granted value).

[0029] The granted value can be set to be granted when a predetermined achievement condition is met. The predetermined achievement condition may be a seasonal condition such as a summer or winter condition, such as a bonus, or may be granted when a user satisfies a previously set judgment condition, or may be granted when a seasonal condition and a judgment condition are met. The judgment condition may be, for example, that the operating profit reaches a target value, that the number of days of attendance exceeds 80%, that the employee is not scheduled to be employed or retire by the payment date when the future granted value can be converted into money, or that a reduction target for C02 is achieved. The judgment condition may also be the acquisition of a qualification, or the receipt of a president's award or an externally prestigious award, etc.

[0030] The exercise period is information indicating the timing and period during which the set granted value can be used. This exercise period can be set by the issuer. Furthermore, the rule for expiring the granted value can also be set by the issuer. The exercise period may be set so that the granted value can be used at the time the granted value is set, or it may be set so that the granted value is pooled during employment and becomes available at the time of retirement. Furthermore, the exercise period may be a predetermined period from the exercise start date to the exercise end date after a predetermined period has elapsed since the grant value was set.

[0031] The conversion of the granted value into money is different from a bonus for a certain year, and when it is converted into cash at the time of retirement, the tax system for retirement benefits is applied, which is advantageous to the user. The granted value does not use stocks, so it has the advantage of eliminating the need for complicated procedures. In addition, users can intuitively feel the benefit of the granted value as a value that can be converted into money even if they do not have the literacy to invest in stocks, etc. The granted value can also be said to be an advantage for users, as it replaces stock options, which motivate users to feel a sense of belonging to the company and motivation for work.

[0032] The index for calculating the granted value will be described. The index is set as a parameter for calculating the granted value, and the granted value is linked to the index. The index for the granted value is set for each user from a plurality of index candidates. It is preferable that the index is set based on affiliation information such as the department assigned to the user or the title such as managerial position. By setting different indexes or combinations of indexes according to the user's work, it is possible to provide an granted value that is more suitable for the user.

[0033] Indicators can be set as parameters such as market figures such as stock price, number of shares, and yen value, as well as KPIs (Key Performance Indicators) such as the issuer's sales, operating profit, retained earnings, income before taxes, net income, enterprise value, stock value, return on equity, return on assets, environmental initiative indicators, number of new customers, production volume, and business efficiency. In other words, indicators can also include KPIs within the organization (company) other than those calculated externally (e.g., enterprise value). For example, when 10,000 ES are issued, the ES value can be determined by dividing a specified KPI by 10,000.

[0034] In other words, indicators that can be used include the issuer's stock price, number of shares, sales, operating profit, retained earnings, income before taxes, net income, enterprise value, stock value, return on equity (ROE), return on assets (ROA), and other financial indicators. This allows the value of the endowment value (ES) to be linked to financial indicators, allowing users, even if they are employees rather than managers, to feel like they are involved in management.

[0035] For example, the metrics may include the number of new customers an issuer acquires, production volume, operational efficiency, or other performance indicators. This allows users to be conscious of improving performance because the value of added value (ES) is linked to performance indicators. In other words, performance indicators are more familiar and specific than management indicators. Therefore, users can be conscious of improving performance indicators through their own contributions.

[0036] Furthermore, for example, the indicators may be indicators of the issuer's environmental efforts (for example, indicators related to EGS (Environment Social Governance)). The indicators of efforts may be actions that contribute to reducing CO2 emissions. As a result, the value of added value (ES) is linked to the environmental initiative index, which allows users to have the awareness to cooperate and promote environmental initiatives. In other words, in recent years, companies (one example of an issuer) have been expected to strengthen their initiatives regarding EGS. As a result, companies have invested in EGS and are taking on a variety of initiatives. In other words, this solves the problem that users, such as employees, have traditionally had little awareness of cooperating with or promoting such initiatives.

[0037] The above-mentioned indexes can be not only the indexes of the entire organization that is the issuer, but also the indexes of each predetermined unit (e.g., department) that constitutes the organization that is the issuer. That is, depending on the department to which each of the multiple users belongs, an appropriate evaluation index for the performance of the department can be specified to the user. Also, for example, depending on the department to which each of the multiple users belongs, an evaluation index for the performance aggregated within the scope of the department can be set. The imparted value may be derived based on a single parameter, or may be derived based on a combination of multiple parameters.

[0038] When the issuer's stock price is used as an indicator of the grant value, the grant value is linked to the stock price, so the amount of money that can be obtained changes depending on the timing of conversion. Like stock options, it can be converted into money at the timing of listing or a rise in stock price. An increase in the issuer's stock price brings benefits to users, which can intuitively increase motivation for work. However, since the grant value is not a stock or stock option, it can be granted without the complicated procedures specific to stocks and stock options mentioned above.

[0039] When sales revenue is used as an index for the value added, the value added is linked to sales revenue, so effective incentives can be given to users who belong to departments such as the sales department that are directly linked to sales. Setting sales revenue by department allows users' work content to be more accurately reflected. In addition, when the number of new customers is used as an index for the value added, effective incentives can be given to users who belong to departments that develop new customers.

[0040] When production volume is used as an index of the value imparted, the value imparted is linked to production volume, so that effective incentives can be imparted to users who belong to departments such as factories that perform production or departments that perform development. Also, when business efficiency is used as an index of the value imparted, effective incentives can be imparted to users who belong to departments that perform clerical work, etc. Business efficiency is, for example, a numerical value or evaluation set by an evaluator such as a superior or a third party.

[0041] In this way, by setting the index of the granted value according to the user's scope of work, it is possible to effectively improve the motivation of users who belong to departments that have little correlation with stock prices for their work and continued employment. Since the granted value does not require the complicated procedures and management required for stocks, it is particularly suitable for users who want to avoid such procedures.

[0042] The index of the granted value may be set for each user, but it is sufficient that it is granted to the user based on a predetermined operation. That is, for example, multiple users may be linked to a group to which one or more users belong, and the issuer may set an index for each group, thereby setting an index of the granted value for each user. Specifically, for example, a user belonging to the sales department is linked to the sales department group, and the issuer can set sales as an index for the sales department group. This allows the issuer to easily set an index. In addition, for users, this increases their motivation to work together as users belonging to the same group to improve the index (its numerical value).

[0043] When the stock acquisition right information acquired by the stock acquisition right information acquisition unit 31 includes stock acquisition right information relating to stock acquisition rights that are currently within the exercisable period for a specific user, the output control unit 132 outputs to the specific user terminal 5 that there are currently exercisable stock acquisition rights. This output control unit 132 outputs to the user terminal the amount of expenditure at the time of exercising the rights and the expected profit amount at the time of selling, based on the stock acquisition right information acquired by the stock acquisition right information acquisition unit 31. It is preferable that the amount of expenditure at the time of exercising the rights and the expected profit amount at the time of selling are shown in graphs so that the user can easily understand them.

[0044] The output control unit 132 outputs the stock acquisition right information to a company terminal 4 managed by a stock company that grants stock acquisition rights to a user, in a manner in which at least a portion of the screen is displayed in a first display color. On the other hand, the output control unit 132 outputs the stock acquisition right information to a user terminal 5 used by a user who has the stock acquisition rights, in a manner in which at least a portion of the screen is displayed in a second display color different from the first display color.

[0045] Furthermore, when the stock acquisition right information acquired by the stock acquisition right information acquisition unit 31 includes stock acquisition right information relating to stock acquisition rights whose exercisable period will arrive in the future, the output control unit 132 causes the user terminal 5 to output information indicating that there are stock acquisition rights that will be exercisable in the future. Furthermore, when outputting to the user information indicating that there are stock acquisition rights that are currently exercisable, the output control unit 132 also outputs the exercisable period. Note that the exercisable period output by the output control unit 132 to the user means that the period immediately preceding it is a period during which rights cannot be exercised.

[0046] Furthermore, the output control unit 132 outputs a file (e.g., an exercise invoice) created by the document submission creation unit 34 through processing described below to the user terminal 5. The file output to the user terminal 5 is printed on printing paper to become a document to be submitted to a securities company or a trust bank when exercising the rights.

[0047] The output control unit 132 executes a process of displaying the granted value to the user. The display process of the granted value by the output control unit 132 will be described. The output control unit 132 executes a process of outputting information that there is an granted value to a predetermined user terminal 5. This output control unit 132 outputs an expected profit amount at the time of exercising the right to the user terminal 5 based on the granted value information acquired by the granted value information acquisition unit 131. This expected profit amount at the time of exercising the right is preferably shown in a graph so that the user can easily understand it.

[0048] The output control unit 132 outputs stock acquisition right information to a company terminal 4 managed by a company that grants stock acquisition rights and granted value to a user, in a manner in which at least a portion of the screen is displayed in a first display color. On the other hand, the output control unit 132 outputs stock acquisition right information and granted value information to a user terminal 5 used by a user, in a manner in which at least a portion of the screen is displayed in a second display color different from the first display color.

[0049] Furthermore, when the imparted value information acquired by the imparted value information acquisition unit 131 includes an imparted value for which an exercisable period will come in the future, the output control unit 132 causes the user terminal 5 to output information about the imparted value for which the right can be exercised in the future. Furthermore, when the output control unit 132 outputs information about a currently exercisable imparted value to the user, it also outputs the exercisable period. Note that the exercisable period output by the output control unit 132 to the user means that the right cannot be exercised until immediately before that period. Furthermore, the output control unit 132 can also perform processing to display the achievement conditions of the imparted value according to the user using the user terminal 5.

[0050] The user registration information acquisition unit 133 acquires user registration information from the user registration information DB 142. The user registration information DB 142 stores the user registration information acquired by the new information acquisition unit 135. The user registration information is used by the document submission preparation unit 34. The user registration information acquisition unit 133 outputs the user registration information acquired from the user registration information DB 142 to the document submission preparation unit 34.

[0051] The user registration information DB142 stores personal information such as the user's address and name, as well as affiliation information for setting the granted value. The user registration information is used for processes such as judging whether or not the user is able to exercise the rights when exercising the rights. In this embodiment, the users are employees, the user registration information acquisition unit 133 is an employee registration information acquisition unit, and the user registration information DB142 is also an employee registration information DB. The user registration information includes personal information such as the employee's address and name. This user registration information can also be used as information to be included in documents submitted to a securities company or trust bank when exercising stock acquisition rights.

[0052] The document submission preparation unit 34 creates a file (e.g., a CSV file) that will be used as a statutory report or a document to be submitted to a securities company or a trust bank when exercising rights, based on the stock acquisition right information acquired by the stock acquisition right information acquisition unit 31 and the employee registration information acquired by the user registration information acquisition unit 133. The document submission preparation unit 34 outputs the created file to the output control unit 132. The stock acquisition right information can be information acquired by reading a contract or a register with a scanner or photographing it with a camera. The contract can be, for example, a stock acquisition right allocation contract. The register is a register that includes the contents of the stocks and capital areas.

[0053] The new information acquisition unit 135 acquires information to be registered as stock acquisition right information in the stock acquisition right information DB 41 and information to be registered as user registration information (employee registration information) in the user registration information DB 142 from the user terminal 5. The new information acquisition unit 135 stores the information acquired from the user terminal 5 in the stock acquisition right information DB 41 and the user registration information DB 142.

[0054] Furthermore, the new information acquisition unit 135 stores the information acquired from the user terminal 5 in the granted value information DB 141 and the user registration information DB 142. In the first embodiment, the new information acquisition unit 135 derives the granted value by an index set based on information about the user, and registers the granted value in the granted value information DB 141 as granted value information.

[0055] The information about the user may be information input from the user terminal 5 or the company terminal 4, or may be information registered in advance in the user registration information DB 142. The information about the user includes, for example, affiliation information for determining an index or a combination of indexes, and an index for deriving an imparted value for each user is determined based on the affiliation information. The new information acquisition unit 135 acquires the determined index, derives an imparted value based on the numerical value based on a predetermined formula or table, etc., and registers it in the imparted value information DB 141. The numerical value of each index may be automatically acquired from an external source such as a stock price, or may be input from the company terminal 4 or the user terminal 5, etc.

[0056] The method of deriving the granted value in the first embodiment is merely an example. The method of deriving the granted value and the timing of derivation are not limited to the configuration in the first embodiment. The granted value itself may be input from outside and registered in the granted value information DB 141.

[0057] Next, the tax output unit 150 will be described. The tax output unit 150 outputs the tax on the profit generated by exercising the stock acquisition rights or the right of the granted value in response to a request from the user. In this example, the tax output unit 150 outputs the tax imposed on the user by the right exercise or sale based on the profit amount, type of income, and tax rate input by the user or the issuer (administrator) to the user terminal 5. The types of income are tax-qualified, tax-non-qualified, paid, trust type, ES (engagement stock) as granted value, etc. Data such as formulas and tables for calculating the tax rate according to the type of income is stored in, for example, the storage unit 18 of the information processing device 3 or an external computer. The tax output unit 150 calculates the tax amount based on the information input by the user or the issuer (administrator).

[0058] <Processing for displaying stock acquisition rights> Next, the processing content relating to the display of stock acquisition rights will be described with reference to Fig. 4. Fig. 4 is a flow chart showing an example of the flow of processing relating to the display of stock acquisition rights by the information processing device 3. The stock acquisition right information acquisition unit 31 acquires stock acquisition right information stored in the stock acquisition right information DB 41 (step S1). It is determined whether the acquired stock acquisition right information is within the exercisable period (step S2). If the acquired stock acquisition right information is within the exercisable period (Yes in step S2), the output control unit 132 outputs to the user terminal 5 a message indicating that there is a stock acquisition right that is currently exercisable (step S3). Then, the output control unit 132 outputs a graph of the expenditure amount at the time of exercising the right and the expected profit amount at the time of selling based on the stock acquisition right information to the user terminal 5 (step S4). On the other hand, if the acquired stock acquisition right information is not within the exercisable period (No in step S2), the unit waits until further stock acquisition right information is acquired by the stock acquisition right information acquisition unit 31.

[0059] Next, the output control unit 132 judges whether or not there are stock acquisition rights whose exercise period will come in the future among the stock acquisition right information acquired by the stock acquisition right information acquisition unit 31 (step S5). If there are stock acquisition rights whose exercise period will come in the future (Yes in step S5), the output control unit 132 outputs to the user terminal 5 a notice that there are stock acquisition rights whose exercise period will come in the future (step S6) and ends the process (END). On the other hand, if there are no stock acquisition rights whose exercise period will come in the future (No in step S5), the output control unit 132 ends the process (END).

[0060] <Processing for displaying the value of the grant> Next, the processing content related to the display of the granted value will be described with reference to Fig. 5. Fig. 5 is a flow chart showing an example of the flow of processing related to the display of the granted value by the information processing device 3. The granted value information acquisition unit 131 acquires the granted value information stored in the granted value information DB 141 (step S11). It is determined whether the acquired granted value is within the right exercisable period (step S12). If the acquired granted value information is within the right exercisable period (Yes in step S12), the output control unit 132 outputs to the user terminal 5 that the currently exercisable granted value is the granted value (step S13). Then, the output control unit 132 outputs to the user terminal 5 a graph of the expected profit amount at the time of exercising the right based on the granted value information (step S14). On the other hand, if the acquired granted value is not within the right exercisable period (No in step S12), the process proceeds to step S15.

[0061] Next, the output control unit 132 judges whether the imparted value information acquired by the imparted value information acquisition unit 131 includes an imparted value whose right exercisable period will come in the future (step S15). If there is an imparted value whose right exercisable period will come in the future (Yes in step S15), the output control unit 132 outputs to the user terminal 5 that there is an imparted value whose right exercisable period will come in the future, and proceeds to the process of step S17 (step S16). On the other hand, if there is no imparted value whose right exercisable period will come in the future (No in step S15), the output control unit 132 ends the process (END).

[0062] Next, the tax output unit 150 judges whether or not there is a tax calculation request (data input) from the user (step S17). When the tax output unit 150 receives a tax output request from the user through the user terminal 5 (Yes in step S17), the tax output unit 150 calculates the tax based on the information input by the user, outputs the calculated tax to the user terminal 5 (step S18), and ends the process (END). On the other hand, when there is no tax calculation request from the user (No in step S17), the tax output unit 150 ends the process (END).

[0063] <Display example> (User terminal output screen) An output screen of the user terminal 5 in the first embodiment will be described with reference to Fig. 6 to Fig. 12. Fig. 6 is a diagram showing an output screen of the user terminal 5 for information related to stock acquisition rights. The screen in Fig. 6 is output to the user terminal 5 by the output control unit 132 based on the stock acquisition right information acquired by the stock acquisition right information acquisition unit 31. The screen in Fig. 6 shows a dashboard that displays information related to stock acquisition rights after a login operation of a user who inputs an account and password.

[0064] In the example of FIG. 6, a display screen selection section 101, a stock acquisition right information display section 102, a graph display section 103, a switching operation section 110, a selection result display section 111, and the like are shown.

[0065] The display screen selection unit 101 is a section where the user selects the screen to be displayed. In this example, the display screen selection unit 101 displays items such as "Dashboard", "Owned Stock Acquisition Rights", "Simplified Tax Calculation", "Rights Exercise Application", "Notice", "Learn about SO", "Contract Document Management", and "Registration Information" as operation sections. When the user selects an item in the display screen selection unit 101 using input means such as a mouse, touch, or keyboard of the user terminal 5, the content of the selected item is displayed on the output means of the user terminal 5. As described above, the dashboard screen is displayed in FIG. 6.

[0066] The stock acquisition right information display section 102 is a section that displays information related to the stock acquisition rights. The stock acquisition right information display section 102 displays the following items: "profit at the time of exercise (before tax)", "stock price", and "number of shares held".

[0067] The graph display section 103 is a section that displays in graph form "profit at time of exercise (before tax)", "payment amount at time of issue", "exercise amount", and "profit at time of exercise of target amount (before tax)". In this example, each item is displayed as a bar graph. Also, since SOs are granted free of charge at the time of issue, the "payment amount at time of issue" is not displayed in the graph.

[0068] In this example, a user viewing the screen shown in FIG. 6 will have the right to purchase 400 shares at 1,200 yen per share as stock options. The stock price (amount per share) as of July 2023 will be 1,500 yen, and the exercise amount of the stock options will be 480,000 yen. As shown in the graph display section 103, the exercise amount of the stock options will remain unchanged in the future, such as September 2024 and October 2025.

[0069] The current selling price is 1500 yen x 400 = 600000 yen. Since the exercise price is 480000 yen, as shown in the stock acquisition rights information display section 102, the profit at the time of exercise is 600000-480000 = 120000 yen. In addition, the graph display section 103 shows the profit at the time of future exercise of the rights in September 2024 and October 2025 as the profit at the time of exercise of the rights of the target amount. In this example, it is assumed that the stock price in September 2024 will rise to 3000 yen per share, and the stock price in October 2025 will rise to 5000 yen per share. If the stock option is exercised and the stock is sold in September 2024 under this assumption, the selling price will be 1200000 yen, and the profit will be 720000 yen. If the stock options are exercised and the shares are sold in this assumed October 2025, the sales amount will be 2,000,000 yen, and the profit will be 1,520,000 yen. Note that the future stock price may be based on information entered by the issuer as described above, or may be based on information automatically obtained from an external computer.

[0070] The switching operation unit 110 is a section for the user to select whether the display content is information regarding stock acquisition rights or information regarding the granted value. In this example, when the user selects the switching operation unit 110 using an input means such as a mouse, touch, or keyboard of the user terminal 5, "A Corporation (SO)" and "A Corporation (ES)" are displayed in a pull-down menu. When "A Corporation (SO)" is selected from the displayed pull-down menu, information regarding the stock acquisition rights as shown in FIG. 6 is displayed on the user terminal 5. Then, the display on the selection result display unit 111 becomes "A Corporation (SO)", indicating the user's selection result.

[0071] When "A Corporation (ES)" is selected from the displayed pull-down menu, information on the granted value as shown in Fig. 7 is displayed on the user terminal 5. Fig. 7 is a diagram showing an output screen of the user terminal 5 for information on the granted value. The screen in Fig. 7 is output to the user terminal 5 by the output control unit 132 based on the granted value information acquired by the granted value information acquisition unit 131. The screen in Fig. 7 shows a dashboard that displays information on the granted value after a user logs in by inputting an account and password.

[0072] In the example of FIG. 7, a display screen selection section 101, an imparted value right information display section 121, a graph display section 122, a switching operation section 110, a selection result display section 111, and the like are shown.

[0073] The display screen selection unit 101 is the same as in Figure 6, except that the display of the part corresponding to "Owned Stock Acquisition Rights" in the display screen selection unit 101 has been changed to "Owned ES Rights." "Owned ES Rights" is a selection unit for displaying information regarding the granted value held. Also, the display content of the selection result display unit 111 has been changed from "A Corporation (SO)" to "A Corporation (ES)."

[0074] The granted value right information display section 121 is a section that displays information related to granted value. The granted value right information display section 121 displays the following items: "profit at the time of right exercise (before tax)", "ES value", and "number of held ES".

[0075] The graph display section 122 is a section that displays in graph form "Profit upon exercise (before tax)", "Amount paid upon issuance", "Exercise amount", and "Profit upon exercise of target ES price (before tax)". In this example, each item is displayed as a bar graph. Also, since ES is granted free of charge at the time of issuance, the "Amount paid upon issuance" is not displayed in the graph. Similarly, the "Exercise amount" is also not displayed in the graph because it is 0, unlike SO.

[0076] In this example, a user viewing the screen shown in Fig. 7 has the right to exercise 400 ES (units) of ES, each unit being 1,500 yen of granted value. In other words, in the example of Fig. 7 (and subsequent examples), the character string "ES" is used as the unit of the amount of granted value. The ES value shown in Figure 7 is the price per ES, and is linked to an index specified by the issuer. As mentioned above, the index is a numerical value or standard specified by the issuer, such as the stock price or the issuer's overall operating profit. Note that the grant value does not have the concept of an exercise amount, as there is with stock acquisition rights.

[0077] If July 2023 is the current time, the profit at the time of exercise is 1500 yen x 400 = 600,000 yen. In addition, the graph display unit 122 shows the profit at the time of future exercise of the rights in September 2024 and February 2026 as the profit at the time of exercise of the rights of the target ES value. In this example, it is assumed that the ES value in September 2024 will rise to 3000 yen per ES, and the ES value in February 2026 will rise to 8000 yen per ES. If the right of the granted value is exercised in September 2024 under this assumption, the profit will be 1,200,000 yen. If the right of the granted value is exercised in February 2026 under this assumption, the profit will be 3,200,000 yen. Note that the ES value may be based on information entered by the issuer as described above, or may be based on information automatically acquired from an external computer.

[0078] The switching operation section 110 is a display having the same functions as those in Fig. 6. The selection result display section 111 shows A Corporation (ES) selected by the user.

[0079] When the user selects "Owned ES right" in the display screen selection unit 101 in the state shown in Fig. 7, the content displayed on the user terminal 5 switches to information on owned ES as shown in Fig. 8. Fig. 8 is a diagram showing an output screen of the user terminal 5 for information on exercising the right to the granted value.

[0080] In the example of FIG. 8, a display screen selection section 101, a switching operation section 110, a selection result display section 111, a number of holdings display section 123, a right exercise information display section 124, a detailed information instruction section 130, and the like are shown.

[0081] The number-of-rights display section 123 shows items related to the number of ES held as the granted value, such as "total number of rights," "number of exercisable rights," "number of ES held," etc. At this point, since it is not the exercise period, the total number of rights is 400, the number of exercisable rights is 0, and the number of ES held is 0.

[0082] The right exercise information display unit 124 displays a breakdown of the status of ES as granted value, such as "initially granted number," "number of exercised rights," "exercised rights," "number of exercisable rights," and "number of expired rights." The right exercise information display unit 124 also displays the "right exercise period." The issuer may set the right exercise period to a predetermined period of one year, as shown in the example of Fig. 8, or may specify the right exercise period at the time of retirement, etc.

[0083] The detailed information instruction unit 130 is an operation unit for displaying further information regarding the exercise of rights. When the user selects "First Engagement Stock" in the detailed information instruction unit 130 using an input means such as a mouse, touch, or keyboard of the user terminal 5, a screen with the contents shown in Fig. 9 is displayed. Fig. 9 is a diagram showing an output screen of the user terminal 5 for detailed information regarding the exercise of rights to the granted value.

[0084] In the example of FIG. 9, a display screen selection section 101, a switching operation section 110, a selection result display section 111, a basic information display section 125, a rights exercise detailed information display section 126, and the like are displayed.

[0085] The basic information display unit 125 displays various information related to the granted value. In this example, various information such as "round" indicating the issuance round of the granted value, "type", "category", "number of initially granted rights", "number of rights", "number of exercisable rights", "number of expired rights", "ES category", "date of board of directors resolution", "date of shareholders' meeting resolution", "issue date", and "number of ES per ES right" are displayed along with status and numerical values. Note that ES as a granted value is left blank because a board of directors resolution or shareholders' meeting resolution is not required, but if the issuance of ES is resolved by a board of directors resolution or shareholders' meeting resolution, the relevant date may be entered.

[0086] The right exercise detailed information display unit 126 displays detailed information regarding the right exercise period. In this example, various information such as "right exercise period", "right exercise ratio", and "right determination conditions" are displayed along with status and numerical values. For the user viewing the screen of FIG. 9, "employed at our company" and "more than three years have passed since issue" are set as the right determination conditions. In addition, a check section 127 for checking whether or not this condition is set is displayed, and if this check section 127 is checked, the right determination conditions are met. The issue date is July 7, 2023, and the right determination conditions can be easily confirmed, which contributes to improving employment and motivation. The right determination conditions can be set for the entire company or for each user. For example, the above-mentioned "employed at our company" and "more than three years have passed since issue" can be set as the right determination conditions for the entire company, and the company's operating profit (e.g., a certain amount of profit) and working conditions (e.g., 80% working rate) can be added to the right determination conditions for each user.

[0087] In this example, if the user wishes to exercise the granted value between July 14, 2023 and July 21, 2023, which is the set exercise period, the user selects "Rights Exercise Application" on the display screen selection unit 101. This operation switches the content displayed on the user terminal 5 to information regarding the right exercise application as shown in FIG. 10. Note that even if the user does not make an exercise application between July 14, 2023 and July 21, 2023, the user can make an exercise application in the next exercise period that is set (for example, one year later). For the issuing company and its accountants, management becomes easier as the exercise period is limited to a set period within a year.

[0088] Fig. 10 is a diagram showing an output screen for information regarding an application for exercising rights to an granted value on the user terminal 5. In the example of Fig. 10, a display screen selection section 101, a switching operation section 110, a selection result display section 111, an application list display section 128, an application registration section 129, etc. are displayed.

[0089] The application list display unit 128 displays information regarding the exercise of rights that has already been applied for by the user. The application list display unit 128 displays items related to ES as granted value for which an application has been made in the past, such as "application date", "application type", "ES name", "number of times rights have been exercised", "number of ES sold", and "status", together with numerical values ​​and status. The application registration unit 129 is a section where a user can register a new exercise of ES, and by operating the application registration unit 129, the screen of the user terminal 5 transitions to a registration screen.

[0090] When the user wishes to know the tax incurred by the exercise of stock options or ES as a grant value, the user selects "Simplified Tax Calculation" in the display screen selection unit 101. This operation switches the content displayed on the user terminal 5 to information related to tax calculation as shown in Fig. 11. Fig. 11 is a diagram showing an output screen of the user terminal 5 for inputting tax amount calculation.

[0091] 11 shows a calculation data input unit 151, a calculation instruction unit 152, a display screen selection unit 101, an imparted-value right information display unit 121, a graph display unit 122, a switching operation unit 110, a selection result display unit 111, etc. Among these, the display screen selection unit 101, the imparted-value right information display unit 121, the graph display unit 122, the switching operation unit 110, and the selection result display unit 111 are the same as those in FIG.

[0092] The calculation data input unit 151 is a box for inputting information for calculating the tax amount. In this example, assuming that the tax calculation is performed using ES as the granted value, multiple boxes such as "rights classification", "salary income", and "engagement stock income" are prepared. The "rights classification" is information that is set by selecting a pull-down menu. For example, "tax-qualified", "tax-non-qualified", "paid", "trust type", "engagement stock", and the like are displayed in the pull-down menu. In the example of FIG. 11, "engagement stock" is selected by the user. The "salary income" may be directly input by the user, or may be configured to be automatically input based on information previously associated with the user. The "engagement stock income" is a box for inputting a pre-tax figure for which the rights are to be exercised. In this example, the rights classification is configured to be selected using a pull-down menu, but is not limited to this configuration. When a stock acquisition right is selected by the switching operation unit 110, the display of the "rights classification" may be changed to a stock acquisition right, and when ES is selected as the granted value, the display of the "rights classification" may be changed to an ES rights classification.

[0093] The calculation instruction unit 152 is a section that the user selects and operates through the input means after inputting data into the calculation data input unit 151. When the calculation instruction unit 152 is selected and operated, the calculation of the tax amount output unit 150 is started. In the example shown in Fig. 11, the user sets engagement stock as the status of the right category (ES right category), inputs 5,000,000 yen in the salary income box, and inputs 600,000 yen in the engagement stock income box.

[0094] When the user selects calculation instruction unit 152 after completing the input as shown in Fig. 11, the output screen output to user terminal 5 transitions to a screen showing the calculation result as shown in Fig. 12. Fig. 12 is a diagram showing the output screen of user terminal 5 showing the tax calculation result.

[0095] 12, a display screen selection unit 101, a tax calculation result display unit 171, a simplified tax calculation display unit 172, etc. are shown. The tax calculation result display unit 171 and the simplified tax calculation display unit 172 display the calculation result calculated by the tax amount output unit 150 based on the data input by the user.

[0096] The tax calculation result display section 171 displays the following calculation results: "Rights category" engagement stock, "Salary income" 5,000,000 yen, "Engagement stock income" 600,000 yen, "Total tax amount" 648,900 yen, and "Net amount" 4,951,100 yen. The simplified tax calculation display section 172 displays the calculation results such as "Total income" 5,600,000 yen, "Salary income deduction" 1,560,000 yen, "Salary income" 4,040,000 yen, "Basic deduction" 480,000 yen, "Taxable income" 3,560,000 yen, "Income tax rate" 20%, "Deduction amount" 427,500 yen, "Income tax amount" 284,500 yen, "Reconstruction tax amount" 5,900 yen, "Resident tax amount" 358,500 yen, "Capital gain tax rate" 0.0%, "Capital gain tax" 0 yen, "Total tax amount" 648,900 yen, and "Net amount" 4,951,100 yen.

[0097] In the example described with reference to the screens of Figs. 6 to 12, the user is allowed to view the stock options and granted values ​​of a single organization (A Corporation), but this is not limited to this configuration. For example, it is also possible to set one user to view the stock options and granted values ​​of multiple organizations, such as A Corporation and B Corporation. In this example, a pull-down menu displayed by selecting the switching operation unit 110 displays A Corporation (SO), A Corporation (ES), B Corporation (SO), and B Corporation (ES). Then, the selection result display unit 111 displays information corresponding to the selection result.

[0098] 6 to 12, SO and ES are displayed on separate screens, but this is not particularly limited. If a user has rights to both SO and ES, a screen that combines both may be output. That is, for example, the output control unit 132 may simultaneously output both information based on the user's stock acquisition right information and information based on the granted value information. Furthermore, when a user has rights to both SO and ES, the tax output section 150 may output a tax amount that takes both into consideration.

[0099] (Company terminal 4 output screen) An output screen of the company terminal 4 output by the information processing device 3 will be described with reference to FIG. 13 and FIG.

[0100] Fig. 13 is a diagram showing an output screen for information relating to stock options on the company terminal 4. The screen in Fig. 13 shows a dashboard that displays information relating to stock options after the administrator logs in by inputting an account and password. In the example in Fig. 13, a display screen selection section 161, a rights exercise information display section 162, a round information display section 163, a switching operation section 165, a selection result display section 166, etc. are shown.

[0101] The display screen selection unit 161 is a section where the manager selects the screen to be displayed. In this example, the display screen selection unit 161 operates items such as "Dashboard," "Stock reservation management," "Employee management," "Rights exercise management," "Company information," "Stock price management," "Inquiry management," "Notice management," and "Contract document management." When the manager selects an item in the display screen selection unit 161 using input means such as a mouse, touch, or keyboard of the company terminal 4, the content of the selected item is displayed on the output means of the company terminal 4. FIG. 13 shows a dashboard screen.

[0102] The exercise information display unit 162 displays information on the entire stock option, such as "number of issued shares," "number of exercisable shares," and "number of exercised shares." The round information display unit 163 displays information for each round in which stock options are issued. In this example, the round information display unit 163 displays items such as "round" first stock, "stock acquisition right category" free of charge, "exercise period" July 14, 2023 to July 21, 2023, "initial number of granted shares" 1000, "number of exercisable shares" 0, "exercised rights" 0, "number of expired shares" 0, and "own stock acquisition rights" 0, as well as statuses and numerical values ​​for each item. Note that "free of charge" in the "stock acquisition right category" is a concept that means that stock options are granted free of charge, and does not mean that the exercise amount when exercising the stock options is free of charge.

[0103] 13 is output to the company terminal 4, the manager can easily grasp and manage various information related to stock options. For example, the manager can select "Stock price management" in the display screen selection unit 161, and the output screen of the company terminal 4 will transition to a screen where future stock prices can be set.

[0104] The switching operation unit 165 is a section where the administrator can select whether the display content is information about the stock acquisition rights or information about the granted value. In this example, when the administrator selects the switching operation unit 165 using an input means such as a mouse, touch, or keyboard on the company terminal 4, "A Co., Ltd. (SO)" and "A Co., Ltd. (ES)" are displayed in a pull-down menu. When "A Co., Ltd. (SO)" is selected from the displayed pull-down menu, information about the stock acquisition rights as shown in FIG. 13 is displayed on the company terminal 4. Then, the display on the selection result display unit 166 becomes "A Co., Ltd. (SO)", indicating the administrator's selection result.

[0105] When "A Corporation (ES)" is selected from the displayed pull-down menu, information on the granted value as shown in Fig. 14 is displayed on the user terminal 5. Fig. 14 is a diagram showing an output screen of information on the granted value on the company terminal 4. The screen in Fig. 14 shows a dashboard that displays information on the granted value after a login operation in which an account and a password are input.

[0106] In the example of FIG. 14, a display screen selection section 161, a right exercise information display section 167, a round information display section 168, a switching operation section 165, a selection result display section 166, and the like are shown.

[0107] 14, except that the portion corresponding to "stock reservation management" has been changed to "ES rights management" and the portion corresponding to "stock price management" has been changed to "ES price management." Also, the display content of the selection result display section 166 has been changed from "A Corporation (SO)" to "A Corporation (ES)."

[0108] The right exercise information display unit 167 displays information on the entire ES as the granted value, such as "number of copies issued," "number of units that can be exercised," and "number of units that have been exercised." The round information display unit 168 displays information for each round in which rights to use the granted value are issued. In this example, the round information display unit 163 displays items such as "round" first stock, "ES right category" free of charge, "rights exercise period" July 14, 2023 to July 21, 2023, "initial granted number" 1000, "number that can be exercised" 0, "exercised rights" 0, "expired number" 0, and "ES rights" 0, as well as statuses and numerical values ​​for each item. Note that "free of charge" in the "ES right category" means that ES as the granted value is granted free of charge.

[0109] 14 is output to the company terminal 4, the manager can easily grasp and manage various information related to ES as granted value. For example, the manager can select "ES value management" in the display screen selection unit 161, and the output screen of the company terminal 4 will transition to a screen where future ES values ​​can be set.

[0110] 13 and 14 show output screens viewed by the administrator, and a band-shaped bar 191 in the upper part of the output screen where the switching operation unit 165, the selection result display unit 166, etc. are displayed is displayed in a first display color (e.g., blue). On the other hand, a band-shaped bar 190 in the upper part of the output screens viewed by the user in Figs. 6 to 12 where the switching operation unit 110 and the selection result display unit 111 are displayed is displayed in a second display color (e.g., dark blue) which is a display color different from the first display color.

[0111] <Functional configuration of the second embodiment> Next, an information processing device 3a according to a second embodiment will be described. In the following description, the same reference numerals will be used to designate the same or similar components as those in the first embodiment, and detailed description thereof may be omitted.

[0112] 15 is a functional block diagram showing an example of a functional configuration of an information processing device 3a according to the second embodiment. The information processing device 3a is applied to an information processing system 1 having a configuration similar to that of the first embodiment. The hardware that realizes the functional configuration of the information processing device 3a is similar to that of the above embodiment.

[0113] In the CPU 11 of the information processing device 3a, a stock acquisition right information acquisition unit 31, an granted value information acquisition unit 131, an output control unit 132, a user registration information acquisition unit 133, a document submission preparation unit 34, a new information acquisition unit 135, a tax amount output unit 150, a granted value derivation method setting unit 170, a document distribution unit 181, and an expense processing proposal unit 182 function. In addition, a stock acquisition right information DB41, a granted value information DB141, and a user registration information DB142 are provided in one area of ​​the storage unit 18 of the information processing device 3. Of these components, the stock acquisition right information acquisition unit 31, the granted value information acquisition unit 131, the output control unit 132, the user registration information acquisition unit 133, the submission document preparation unit 34, the new information acquisition unit 135, the tax amount output unit 150, the stock acquisition right information DB41, the granted value information DB141 and the user registration information DB142 have the same configuration as in the first embodiment.

[0114] The granted value derivation method setting unit 170 is a granted value calculation method setting means for setting a calculation method of the granted value itself granted by the granted value information acquisition unit 131. The monetary value of the granted value calculated here is an amount equivalent to money per predetermined unit.

[0115] The calculation method of the granted value can be changed according to the selection of the company that grants the granted value. The granted value derivation method setting unit 170 of this embodiment can select, as the calculation method, a variable type in which the monetary value of the granted value fluctuates in conjunction with an index, or a fixed type in which the monetary value of the granted value is fixed.

[0116] In the variable type, the monetary value of the granted value is linked to a preset index (parameter). As in the first embodiment, the indexes include market figures such as a company's stock price, number of shares, and yen value, as well as KPIs such as the issuer's sales, operating profit, retained earnings, pretax net income, net income, enterprise value, stock value, return on equity, return on total assets, environmental initiative index, number of new customers, production volume, and business efficiency. The monetary value of the granted value is calculated based on a formula or table including a preset index. Since the monetary value of the granted value fluctuates according to the index, the monetary value can fluctuate, for example, for the same number of predetermined units to be 5,000 yen or 10,000 yen.

[0117] For the variable calculation method, the formula or table that specifies the index or the rate for the index can be set for each group based on the attributes of the user, such as the organization or department to which the user belongs, or can be set for each user. For example, it is possible to set different calculation methods for monetary value for each company in the same corporate group, for the parent company and subsidiary, for the head office and branch office, or for each department.

[0118] Furthermore, in the case where the index is operating profit or the like, the granted value derivation method setting unit 170 of this embodiment can set not to display the calculation method to the user so that the operating profit or KPI is not disclosed to the user from the viewpoint of information management. For example, if the operating profit or KPI is set as the index and the index is divided by the total number of issued granted value to obtain the monetary value per unit of granted value, the user can grasp the operating profit or KPI by multiplying the monetary value per unit of granted value by the total number of issued. However, in terms of business strategy, there are cases where the operating profit or KPI is not desired to be disclosed to all users. In such a case, the granted value derivation method setting unit 170 can set not to display the total number of issued so that the user cannot grasp the operating profit or KPI from which the granted value is calculated, or can set to disclose the operating profit or KPI from which the calculation is based to the user in an indirect number such as %.

[0119] In the fixed type, the monetary value per unit of the granted value is fixed, and the monetary value of the granted value does not change. For example, the fixed value of the granted value and the total number of units may be determined based on the amount set as the budget for granting the granted value, and the granted value may be distributed to users from the total number of units. In this case, the total budget for granting the granted value matches the fixed value of the monetary value x the number of units. For example, if the monetary value of one unit is set to 5,000 yen in the fixed type, the monetary value will be 50,000 yen for 10 units, and if the monetary value of one unit is set to 10,000 yen, the monetary value will be 100,000 yen for 10 units.

[0120] The fixed monetary value can be set for each group based on the attributes of the user, such as the organization to which the user belongs, the department, etc., or can be set for each user. For example, different fixed monetary values ​​can be set for each company in the same corporate group, for a parent company and a subsidiary, for a head office and a branch office, or for each department.

[0121] Furthermore, the imparted value derivation method setting unit 170 of this embodiment can use both the variable type and the fixed type. For example, even within the same company, the variable type and the fixed type can be set according to the department, industry, person in charge, etc. More specifically, a variable type in which the monetary value fluctuates according to the results and the incentive to work is improved can be set for users belonging to the sales department or development department, while a fixed type that emphasizes continuous stability can be set for administrative departments such as accounting and general affairs.

[0122] The document distribution unit 181 is a document distribution processing means that performs a process of allocating documents in a predetermined format to users. The documents in a predetermined format are, for example, document data such as contracts related to stock acquisition rights and grant values. The document distribution unit 181 has processing rules set for allocating predetermined documents to targets according to file names.

[0123] When data including a specific document is uploaded from the company terminal 4 used by a company employee, the document distribution unit 181 performs a process of allocating the specific document to a target user based on the file name. The data including the specific document is, for example, data obtained by compressing a folder in which the specific document is saved in ZIP format. This enables the user, such as an employee, designated as the distribution destination to check the document on the user terminal 5. Since the document can be distributed automatically, the burden on the company for distributing the document can be effectively reduced.

[0124] The expense processing proposal unit 182 is an expense processing proposal means that presents information on the resources that will be required in the future when the ES provided to the user is exchanged for money. For example, the expense processing proposal unit 182 performs a simulation to calculate a reserve (resources for paying the granted value) based on the amount that will be required when the granted value granted to the user is exchanged for money. The expense processing proposal unit 182 may perform a simulation again every time the granted value changes, or may perform a simulation with a margin in anticipation of future changes. The simulation that anticipates the future may be performed based on a formula that is theoretically and empirically set, or may be performed by a learning model constructed by machine learning or the like. The simulation result can be confirmed on the company terminal 4 used by the company's financial officer or the like.

[0125] Furthermore, the expense processing proposal unit 182 may simulate the number of issuances of the imparted value to be issued in the future based on the simulation results. The simulation of the number of issuances may be performed based on a formula that is set theoretically or empirically, or may be performed using a learning model constructed by machine learning or the like. The results of this simulation can also be confirmed on the company terminal 4 used by the company's financial officer or the like.

[0126] Although the information processing device 3 of the first embodiment and the information processing device 3a of the second embodiment have been described above, the present invention is not limited to these configurations. For example, some functional units may be omitted from the functional units of the information processing device 3a of the second embodiment, such as omitting the document distribution unit 181 and the expense processing proposal unit 182. In some cases, it is also possible to add a setting that changes the ES as the granted value to part of the salary or remuneration according to the user's intention, or a setting that requires the user to pay money to obtain ES depending on the company.

[0127] Furthermore, it is possible to omit the stock acquisition right information acquisition unit 31 and the stock acquisition right information DB 41 from among the functional units possessed by the information processing device 3 of the first embodiment and the information processing device 3a of the second embodiment, and to omit functions related to stock acquisition rights. In the case of small and medium-sized enterprises that do not plan to list their shares, and in cases where stock acquisition rights are not issued, it is possible to motivate employees to continue working by providing them with an added value.

[0128] <Example of stock acquisition rights information display> Next, an output screen of the user terminal 5 relating to stock acquisition right information different from that of the first and second embodiments will be described with reference to Fig. 16 and Fig. 17. Fig. 16 is a diagram showing an output screen of the user terminal 5. Fig. 17 is a diagram showing another output screen of the user terminal 5. As shown in Figures 16 and 17, a bar 190 located at the upper part of at least a part of the output screen of the user terminal 5 is displayed in a second display color (e.g., blue for plus and red for minus) different from the first display color of at least a part of the bar 191 on the output screen of the company terminal 4 (see Figure 18).

[0129] As shown in FIG. 16, the output screen of the user terminal 5 outputs that there are currently exercisable stock acquisition rights by displaying the text "There are exercisable stock acquisition rights." This output screen outputs the exercisable period by displaying the text "Rights exercisable period: December 31, 2021 to December 31, 2024," for example. Note that this rights exercisable period means that there was a non-exercise period up until just before that (December 30, 2021).

[0130] In addition, this output screen displays the words "Rights settlement schedule (as of 2022-09-01)" and, for example, by displaying the words "2023-09-01 1st stock acquisition rights, exercise begins, expected return 7,890,000 yen" and "2023-12-01 2nd stock acquisition rights, exercise begins, expected return 4,455,000 yen," outputting that there are stock acquisition rights that will be exercisable in the future.

[0131] As shown in FIG. 17, the output screen of the user terminal 5 displays the expenditure amount at the time of exercising the right and the expected profit amount at the time of selling in a graph. Specifically, this output screen displays the expenditure amount at the time of exercising the right and the expected profit amount at the time of selling for multiple future periods in an upper and lower bar graph. The expenditure amount at the time of exercising the right is displayed as a negative value on the lower side of the bar graph, for example, in red. The expected profit amount at the time of selling is displayed as a positive value on the upper side of the bar graph, for example, in blue. The income amount at the time of selling is displayed as the total length from top to bottom of the bar graph. The multiple periods displayed in the bar graph can be changed as appropriate by changing the settings. The multiple periods may be set, for example, on a daily basis (stock price at a specific time each day) after listing, since stock prices can be obtained in real time. Also, before listing (unlisted), stock prices are calculated by requesting an expert, so if stock price calculations are requested on a quarterly basis, for example, the multiple periods may be set on a quarterly basis.

[0132] (Company terminal 4 output screen) An example of an output screen of the company terminal 4 that is different from the first and second embodiments will be described with reference to Fig. 18. Fig. 18 is a diagram showing an output screen of the company terminal 4. As shown in FIG. 18, a bar 191 located at the top of at least a part of the output screen of the company terminal 4 is displayed in a first display color (for example, pink).

[0133] <Advantageous Effects of the Present Embodiment> According to the above-described embodiment, the status and value of stock options held by the user can be easily understood. In addition, the status of benefits granted to the user in a format suitable for the user can be easily understood in order to improve the user's sense of belonging to the company and motivation.

[0134] In other words, ES (one example of granted value) can be said to be a bonus system according to results. Specifically, ES (granted value) is linked to an index specified by the issuer of ES (granting granted value). Therefore, the motivation of employees (users) who are issued ES to improve the index is increased.

[0135] Furthermore, the manager of the company (issuer) can specify an index for each user from multiple index candidates. The manager of the company can then specify an index according to the direction (guideline) that the company wants to go in. This allows the company to move in the direction (guideline) that the manager wants to go in.

[0136] Additionally, company managers can offer employees stock options (an example of stock acquisition rights) along with ES (an example of grant value). As mentioned above, stock options are linked to a parameter called the stock price, and have the concept of the amount (number of shares) and the period during which the rights can be exercised. ES are linked to a parameter called a specified index, and have the concept of the amount (number of ES) and the period during which the rights can be exercised. In this way, stock options and ES are similar. That is, in this embodiment, ES is shown to employees as if it were stock. As a result, employees who hold ES are aware that they are holding stock, and therefore have the awareness that they are participating in management. This allows employees to aim for continuous improvement in the company's stock price and designated indicators, and by obtaining an incentive by achieving this, it is possible to prevent employees from leaving the company. In addition, the payment of ES can be recorded as an expense, which has tax benefits. In addition, in cases where it is desired to concentrate shares in the hands of owners as a management strategy, dilution of shares can be prevented by issuing the grant value as an alternative to stock acquisition rights.

[0137] Here, the traditional bonuses that are generally referred to can be said to be short-term. Specifically, for example, if bonuses are set twice a year, employees are paid an amount according to the operating profits for the half year. In other words, the calculation of operating profits and the payment of bonuses are made every few months. On the other hand, the ES of this embodiment can be set as the exercise period longer than one year, such as three to five years. In other words, it is possible to design the ES system by setting indicators in accordance with mid- to long-term business plans. In addition, the fiscal year bonus is distributed in the same year according to business performance. In this regard, by changing the fiscal year bonus to ES that can be converted into cash after two years or more, ES will expire if the employee resigns in the year following the year in which the fiscal year bonus was paid, so that it is possible to prevent employees from resigning in the year following the year in which the fiscal year bonus was paid and to motivate continued employment. In addition, the granted value is not a burden on employees, and they can enjoy the benefits as future cash compensation, and it can also be used as a welfare system. Also, because ES is not a salary, it is easy to add on the grant of ES as a new incentive while maintaining the existing wage system (salary system), and it is also easy to expand the scope of granting the granted value to part-time employees and contract workers. In addition, for example, if there are many employees who leave the company within three years, the period during which ES rights can be exercised can be set to three years or more.

[0138] Furthermore, the reality is that the impact of the traditional bonuses mentioned above, that is, bonuses (so-called bonuses) given when operating profits are made, is temporary. In other words, employees feel happy or sad depending on the short-term operating profits and the timing of payment after a short period of time. Furthermore, if the bonus (so-called bonus) is smaller than expected, employees will be even more disappointed. In contrast, with ES, employees become interested in the designated indicators in the medium to long term, and are motivated to raise the parameters of the designated indicators. When a large company establishes a subsidiary to conduct a new business or acquires a company, the provision of ES can motivate employees to achieve the company's medium to long term goals.

[0139] (others) Although one embodiment of the present invention has been described above, the present invention is not limited to the above-described embodiment, and modifications, improvements, etc. within the scope that can achieve the object of the present invention are included in the present invention.

[0140] Also, for example, the above-mentioned series of processes can be executed by hardware or software. In other words, the above-mentioned functional configuration is merely an example and is not particularly limited. That is, it is sufficient that the information processing system is provided with a function capable of executing the above-mentioned series of processes as a whole, and the type of functional block used to realize this function is not particularly limited to the above-mentioned example. In addition, the location of the functional block is not particularly limited and may be arbitrary. For example, the functional block of the server may be transferred to another device, or the functional block of the other device may be transferred to the server. In addition, one functional block may be configured as a single piece of hardware, a single piece of software, or a combination thereof.

[0141] When a series of processes is executed by software, a program constituting the software is installed in a computer or the like from a network or a recording medium. The computer may be a computer built into dedicated hardware. The computer may also be a computer capable of executing various functions by installing various programs, such as a server, a general-purpose smartphone, or a personal computer.

[0142] The recording medium containing such a program may be configured not only as a removable medium (not shown) distributed separately from the device main body in order to provide the program to the user, etc., but also as a recording medium etc. provided to the user in a state in which the medium is pre-installed in the device main body. Since the program can be distributed via a network, the recording medium may be mounted on or accessible to a computer connected or connectable to the network.

[0143] In this specification, the steps describing the program recorded on the recording medium include not only processes performed in chronological order, but also processes that are not necessarily performed in chronological order but are performed in parallel or individually. In addition, in this specification, the term "system" refers to an overall device composed of multiple devices, multiple means, etc.

[0144] In other words, the information processing device to which the present invention is applied can take various forms having the following configurations. That is, (1) an information processing device to which the present invention is applied (for example, information processing device 3 of FIG. 3 or information processing device 3a of FIG. 15) comprises an award value information storage means (for example, an award value information DB 141) that stores award value information including an award value calculated based on a specified index and information regarding the exercisable period of the award value, an award value information acquisition means (a grant value information acquisition unit 131) that acquires the award value information from the award value information storage means, and an output control means (for example, an output control unit 132) that outputs to the specified user, when the award value information acquired by the award value information acquisition means includes an award value that the specified user can exercise currently or in the future. This makes it easy to grasp the status of the benefits of the granted value, which is granted in a format suitable for the user in order to improve their sense of belonging and motivation to the company. For example, ES as granted value can be said to be a mid- to long-term reward, and motivates users to improve the company's value and parameters in the short term. For users who change jobs in 4 to 5 years, the goal is to exercise the rights when they leave the company.

[0145] Also, (2) the granted value information storage means stores the granted value information regarding the granted value designated for each of a plurality of users including the specified user, with at least one of a plurality of index candidates as the index. As a result, an index is set for each of a plurality of users. In other words, the value granted is calculated based on an index suitable for each user. Specifically, for example, an index for the number of new customers is set for a user in a sales position who is developing new customers. As a result, the user in a sales position makes an effort to develop new customers so as to increase the index for the number of new customers. Thus, each user is expected to strive to improve the metrics assigned to him or her.

[0146] In addition, (3) the candidates for the multiple indicators include at least one of stock price, sales, operating profit, retained earnings, income before taxes, net income, enterprise value, stock value, return on equity, return on assets, environmental initiative indicators, number of new customers, production volume, and business efficiency. This allows the user to be granted value in a format that is more suitable for the user. The granted value is calculated according to the index specified by the issuer of the granted value or the user's desire as a business worker, so that benefits that match the actual situation and scope of the company are provided.

[0147] In addition, (4) the information processing device further includes an grant value derivation method setting means (e.g., grant value derivation method setting unit 170) that can select, as a method for setting the monetary value of the grant value, either a variable type in which the monetary value of the grant value is determined based on the index that fluctuates, or a fixed type in which the monetary value of the grant value is determined based on the index that has a fixed value and does not fluctuate. This allows the method of calculating the imparted value to be selected depending on the type of business or field, making it possible to more effectively motivate users.

[0148] In addition, (5) the imparted value deriving method setting means can set the variable type or the fixed type for each user or each group to which the user belongs. This allows the calculation method of the granted value to be set for each user or group, and allows both variable and fixed types to be used together within the same company that introduces the information processing system 1. Since the calculation method of the granted value can be selected according to the type of business or person in charge, it becomes possible to provide even more suitable motivation for the user.

[0149] In addition, (6) the information processing device further includes a stock acquisition right information storage means (e.g., stock acquisition right information DB41) that stores stock acquisition right information including information regarding the exercise period of the rights, and a stock acquisition right information acquisition means (e.g., stock acquisition right information acquisition unit 31) that acquires the stock acquisition right information from the stock acquisition right information storage means, and when the stock acquisition right information acquired by the stock acquisition right information acquisition means includes stock acquisition right information relating to a stock acquisition right for which the specified user is currently within the exercise period, the output control means outputs to the specified user that there is a stock acquisition right that is currently exercisable. This makes it easy to understand the status of the stock options you hold, as well as their grant value.

[0150] In addition, (7) the stock acquisition right information storage means is capable of storing the stock acquisition right information of different issuers for the specified user, and the granted value information storage means is capable of storing the granted value information of different issuers for the specified user. This means that even if a user has multiple positions (management or executive) within a group company, or is a freelancer who belongs to multiple companies (startup companies, etc.), they can conveniently grasp the status of stock options and grant values ​​of multiple issuers (companies) with a single user account.

[0151] In addition, (8) the information processing device further includes a tax output means (for example, tax output unit 150) capable of outputting at least the tax amount corresponding to each of the stock acquisition right information and the granted value information. Tax must be taken into consideration when selling profits from stock options and grant values, and this has a high affinity with tax management. However, when selling stocks or exercising rights to grant values, the tax system (tax rate, etc.) that is applied changes depending on the accompanying rules (type). The tax rate also changes depending on the fiscal year in which the profit is recorded. It is particularly important for users who earn profits to understand the amount of tax that will be levied on the profits. In this regard, this configuration allows users to easily understand future income after the tax amount has been calculated, which is unfamiliar to users. Future parameter fluctuations can also be taken into account in this tax calculation.

[0152] In addition, (9) the stock acquisition right information includes information regarding the number of shares available for acquisition and the acquisition price for each user who has the stock acquisition right, and information regarding the expected future selling price, and the granted value information includes information regarding the number of shares available for acquisition and the acquisition price for each user who has the granted value, and information regarding the expected future selling price, and the output control means outputs the amount of expenditure at the time of exercise of the rights and the expected profit amount at the time of sale based on the stock acquisition right information acquired by the stock acquisition right information acquisition means, or outputs the expected profit amount at the time of sale when the rights are exercised based on the granted value information acquired by the granted value information acquisition means. This allows users who have stock acquisition rights or grant values ​​to understand the number of shares they can acquire, the stock price, and the grant value, and they can also check the amount of money they will spend when exercising their rights and the expected profit when they sell in graphs, etc.

[0153] In addition, (10) the output control means outputs the stock acquisition right information or the granted value information to a company terminal (e.g., company terminal 4) managed by a corporation that grants the stock acquisition rights or the granted value to the user, in a manner in which at least a portion of the screen is displayed in a first display color, and outputs the stock acquisition right information or the granted value information to a user terminal (e.g., user terminal 5) used by a user who has the stock acquisition rights or the granted value, in a manner in which at least a portion of the screen is displayed in a second display color different from the first display color. As a result, since the company terminal 4 and the user terminal 5 each use a screen with a unique display color, input and output to each terminal can be performed without confusion.

[0154] In addition, (11) the output control means (e.g., output control unit 132) outputs that there are stock acquisition rights that will be exercisable in the future when the stock acquisition right information acquired by the stock acquisition right information acquisition means includes stock acquisition right information related to a stock acquisition right whose exercisable period will arrive in the future, and outputs that there is the grant value that will be exercisable in the future when the grant value information acquired by the grant value information acquisition means includes grant value information related to a grant value whose exercisable period will arrive in the future. This will make it easier to grasp the stock acquisition rights that will become exercisable in the future and their grant value.

[0155] In addition, (12) when the output control means (for example, the output control unit 132) outputs to the user that the stock acquisition rights or the grant value are currently exercisable, it also outputs the period during which the rights can be exercised. This clearly indicates the period during which the right is available, making it possible to determine the optimal timing for exercising the right.

[0156] Also, (13) the exercisable period output by the output control means (for example, the output control unit 132) is a non-exercisable period until immediately before that. This makes it possible to check the ineligibility period specific to stock options and the ineligibility period set for the grant value.

[0157] In addition, (14) an information processing method to which the present invention is applied includes an information storage step of storing, in an award value information storage means, award value information including information regarding an award value calculated based on a specified index and an exercisable period for the award value, an information acquisition step of acquiring the award value information from the information storage step, and an output control step of outputting to a specified user, if the award value information acquired by the information acquisition step includes an award value that a specified user can exercise currently or in the future, the presence of award value information.

[0158] In addition, (15) the program to which the present invention is applied causes a computer to execute an information storage step of storing grant value information in an grant value information storage means, the grant value information including information regarding the grant value calculated based on a specified index and the period during which the grant value can be exercised, an information acquisition step of acquiring the grant value information from the information storage step, and an output control step of outputting to a specified user, if the grant value information acquired by the information acquisition step includes an grant value that a specified user can exercise currently or in the future, the information indicating that the grant value information exists.

[0159] Furthermore, the information processing device to which the present invention is applied can take various forms having the following configurations. That is, (1) an information processing device to which the present invention is applied (e.g., information processing device 3a in FIG. 8) includes a stock acquisition right information storage means (e.g., stock acquisition right information DB41) for storing stock acquisition right information including information on an exercisable period, a granted value information storage means (granted value information DB141) for storing granted value information including information on an granted value calculated based on a specified index and an exercisable period of the granted value, a stock acquisition right information acquisition means (e.g., stock acquisition right information acquisition unit 31) for acquiring the stock acquisition right information from the stock acquisition right information storage means, and a grant value information storage means (e.g., a grant value information acquisition unit 32) for acquiring the granted value information from the granted value information storage means. and output control means (e.g., output control unit 132) which, when the stock acquisition right information acquired by the stock acquisition right information acquisition means includes stock acquisition right information relating to stock acquisition rights for which a specified user is currently in an exercisable period, outputs to the specified user a notice that there are currently exercisable stock acquisition rights, and, when the granted value information acquired by the granted value information acquisition means includes a grant value that is currently or will be exercisable by a specified user, outputs to the specified user a notice that there is the granted value information. This allows users to easily grasp the status of stock options they hold and the value of the options granted. In addition, users can easily grasp the status of benefits granted in a format suitable for them in order to improve their sense of belonging to the company and their motivation. For example, stock options and ES as granted value can be considered mid- to long-term rewards, and motivate users to improve the company's value and parameters in the short term. For users who change jobs in 4 to 5 years, the goal is to exercise their rights when they leave the company.

[0160] In addition, (2) an information processing method to which the present invention is applied includes an information storage step of storing stock acquisition right information including information regarding the exercisable period in a stock acquisition right information storage means, or storing grant value information including a grant value calculated based on a specified index and information regarding the exercisable period of the grant value in a grant value information storage means, an information acquisition step of acquiring the stock acquisition right information or the grant value information from the information storage step, and an output control step of, if the stock acquisition right information acquired by the information acquisition step includes stock acquisition right information relating to a stock acquisition right for which a specified user is currently in the exercisable period, outputting to the specified user a notice that there is a currently exercisable stock acquisition right, and, if the grant value is exercisable by the specified user currently or in the future, outputting to the specified user a notice that there is the grant value information.

[0161] In addition, (3) the program to which the present invention is applied causes a computer to execute the following steps: an information storage step of storing stock acquisition right information including information regarding the exercisable period in a stock acquisition right information storage means, or storing grant value information including the grant value calculated based on a specified index and information regarding the exercisable period of the grant value in a grant value information storage means; an information acquisition step of acquiring the stock acquisition right information or the grant value information from the information storage step; and an output control step of, if the stock acquisition right information acquired by the information acquisition step includes stock acquisition right information related to a stock acquisition right for which a specified user is currently in the exercisable period, outputting to the specified user a notice that there is a stock acquisition right that is currently exercisable, and, if the grant value is exercisable by the specified user currently or in the future, outputting to the specified user a notice that there is the grant value information. [Explanation of symbols]

[0162] 1: information processing system, 2: network, 3: information processing device, 4: company terminal, 4: user terminal, 6: scanner, 11: CPU, 18: memory unit, 31: stock acquisition right information acquisition unit, 34: submission document preparation unit, 41: stock acquisition right information DB, 131: granted value information acquisition unit, 132: output control unit, 133: user registration information acquisition unit, 135: new information acquisition unit, 141: granted value information DB, 142: user registration information DB, 150: tax amount output unit, 170: granted value derivation method setting unit, 181: document distribution unit, 182: expense processing proposal unit

Claims

1. an award value information storage means for storing award value information including an award value calculated based on a designated index and information regarding a period during which the award value can be exercised; a grant value information acquiring means for acquiring the grant value information from the grant value information storage means; an output control means for outputting to the predetermined user, when the granted value information acquired by the granted value information acquisition means includes the granted value that the predetermined user can exercise at present or in the future, the granted value information being included in the granted value information acquired by the granted value information acquisition means; An information processing device comprising:

2. The added value information storage means storing the granted value information regarding the granted value designated for each of a plurality of users including the predetermined user, with at least one of a plurality of index candidates being set as the index; The information processing device according to claim 1 .

3. The candidates for the multiple indicators include at least one of stock price, sales, operating profit, retained earnings, income before taxes, net income, enterprise value, stock value, return on equity, return on assets, environmental initiative index, number of new customers, production volume, and business efficiency. The information processing device according to claim 2 .

4. The method further includes a grant value derivation method setting means for selecting, as a setting method for the monetary value of the grant value, one of a variable type in which the monetary value of the grant value is determined based on the index that varies, and a fixed type in which the monetary value of the grant value is determined based on the index that does not vary, The information processing device according to claim 1 .

5. The grant value derivation method setting means includes: The variable type or the fixed type can be set for each user or each group to which the user belongs. The information processing device according to claim 4.

6. a stock acquisition right information storage means for storing stock acquisition right information including information regarding the exercise period of the rights; a stock acquisition right information acquisition means for acquiring the stock acquisition right information from the stock acquisition right information storage means; Further comprising: The output control means when the stock acquisition right information acquired by the stock acquisition right information acquisition means includes stock acquisition right information relating to stock acquisition rights that are currently within an exercisable period for the specified user, outputting to the specified user information indicating that the stock acquisition right is currently exercisable.

6. An information processing device according to claim 1.

7. the stock acquisition right information storage means is capable of storing the stock acquisition right information of different issuers for the specific user; The granted value information storage means is capable of storing the granted value information of different issuers for the predetermined user. The information processing device according to claim 6.

8. and a tax amount output means capable of outputting a tax amount corresponding to at least each of the stock acquisition right information and the granted value information. The information processing device according to claim 6.

9. The stock acquisition right information includes information regarding the number of shares that can be acquired and the acquisition price for each user who has the stock acquisition right, and information regarding an expected future selling price, The grant value information includes information regarding the number of grant values ​​that can be acquired and the acquisition price for each user who has the grant value, and information regarding an expected future selling price, The output control means outputs the expenditure amount at the time of exercise of the right and the expected profit amount at the time of sale based on the stock acquisition right information acquired by the stock acquisition right information acquisition means, or outputs the expected profit amount at the time of sale at the time of exercise of the right based on the granted value information acquired by the granted value information acquisition means. The information processing device according to claim 6.

10. The output control means outputting the stock acquisition right information or the granted value information to a company terminal managed by a stock company that grants the stock acquisition right or the granted value to the user, in a manner in which at least a part of the screen is displayed in a first display color; outputting the stock acquisition right information or the granted value information to a user terminal used by a user who has the stock acquisition right or the granted value in a manner in which at least a part of a screen is displayed in a second display color different from the first display color; The information processing device according to claim 6.

11. The output control means outputs, when the stock acquisition right information acquired by the stock acquisition right information acquisition means includes stock acquisition right information relating to the stock acquisition right whose exercisable period will come in the future, that the stock acquisition right is one that will be exercisable in the future, and when the granted value information acquired by the granted value information acquisition means includes granted value information relating to the granted value whose exercisable period will come in the future, that the granted value is one that will be exercisable in the future. The information processing device according to claim 6.

12. When outputting to a user information about the currently exercisable stock acquisition rights or the grant value, the output control means also outputs an exercisable period. The information processing device according to claim 6.

13. The right exercisable period output by the output control means is a right non-exercise period until that time. The information processing device according to claim 11.

14. An information processing method executed by an information processing system, an information storage step of storing, in a grant value information storage means, grant value information including information on a grant value calculated based on a designated index and a period during which the grant value can be exercised; an information acquiring step of acquiring the added value information from the information storing step; an output control step of outputting to the predetermined user, when the granted value information acquired in the information acquisition step includes the granted value that a predetermined user can exercise at present or in the future, the granted value information being present to the predetermined user; An information processing method comprising:

15. an information storage step of storing, in a grant value information storage means, grant value information including information on a grant value calculated based on a designated index and a period during which the grant value can be exercised; an information acquiring step of acquiring the added value information from the information storing step; an output control step of outputting to the predetermined user, when the granted value information acquired in the information acquisition step includes the granted value that a predetermined user can exercise at present or in the future, the granted value information being present to the predetermined user; A program for causing a computer to execute the above.

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