Management apparatus, management method, and management program

Abstract

To provide a management apparatus, a management method, and a management program capable of reducing the burden for data input.SOLUTION: A management apparatus is configured to: display, on a monitor, an application input screen on which at least a commodity code can be input and one of a plurality of screen IDs can be selected; refer to a required item control master and application progress data; and set input-required state for input items of item names associated with required information, based on a commodity code input on the application input screen, application progress status associated with the commodity code, and a screen ID selected from the multiple screen IDs.SELECTED DRAWING: Figure 1

Description

Technical Field

[0001] The present invention relates to a management device, a management method, and a management program.

Background Art

[0002] Patent Document 1 discloses a technique for reducing the data input burden when generating and managing new form data. In this technique, when one or more form data are selected from the form data listed for selection, the selected form data with some of the data of the selected form data being rewritable is copied and displayed, and the data for which a rewrite input has been received is stored in the form data recording means as new form data.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] By the way, many companies that conduct multiple financial businesses manage the system separately for each product (business), or manage other products (other businesses) according to the system constructed for the main product (business). For this reason, conventionally, it has been conceivable to propose managing a plurality of products (businesses) in one system for such companies. In this case, an operator who manages the system is required to make essential inputs according to each product (business) and according to the progress status of the review. Furthermore, each company manages and operates input items that are essential for input in a manual or the like in order to comply with internal control for each company and each product industry law.

[0005] However, since the input operation to the system depends on the work of people such as operators, input errors, omissions in checking, etc. may occur, resulting in many cases where necessary items and items necessary for subsequent data analysis etc. are not input. For this reason, when constructing the system, it may be considered to make all items mandatory input, but the number of items that must be input at the input stage in the initial application will increase. As a result, since the workload of the operator's work input increases, a technology that can reduce the burden of data input has been demanded.

[0006] The present invention has been made in view of the above, and an object thereof is to provide a management device, a management method, and a management program capable of reducing the burden of data input.

Means for Solving the Problems

[0007] In order to solve the above-described problems and achieve the object, a management device according to the present invention is a management device including a control unit, and for each product code, at least an application progress status indicating the application progress, a screen ID, an item name, and essential information indicating whether the input item associated with the item name is required are associated with an essential item control master, and for each customer identification information for identifying a customer, at least the application progress status and the update date are associated with an application progress data, and is accessible thereto, and the control unit is at least a display control unit that displays on a monitor an application input screen in which the input of the product code and any one of a plurality of screen IDs can be selected, and refers to the essential item control master and the application progress data, and based on the product code input to the application input screen, the application progress status associated with the product code, and the screen ID selected from the plurality of screen IDs, sets an input control to make the input of the input item of the item name associated with the essential information in a required state, and an input control unit.

[0008] Further, the management method according to the present invention is a management method executed by a management device including a control unit. The management device is capable of accessing, for each product code, at least a required item control master in which a required progress status indicating the application progress, a screen ID, an item name, and required information indicating the necessity of input for an input item associated with the item name are associated, and for each customer identification information for identifying a customer, at least application progress data in which the required progress status and an update date are associated. The management method includes: a display control step of displaying, on a monitor, an application input screen that enables at least input of the product code and selection of any one of a plurality of screen IDs; and an input control step of referring to the required item control master and the application progress data, and setting an input control to make input mandatory for an input item of an item name associated with the required information, based on the product code input to the application input screen, the required progress status associated with the product code, and the screen ID selected from the plurality of screen IDs.

[0009] Further, the management program according to the present invention is a management program for causing a management device including a control unit to execute. The management device is capable of accessing, for each product code, at least a required item control master in which a required progress status indicating the application progress, a screen ID, an item name, and required information indicating the necessity of input for an input item associated with the item name are associated, and for each customer identification information for identifying a customer, at least application progress data in which the required progress status and an update date are associated. The management program causes the control unit to execute: a display control step of displaying, on a monitor, an application input screen that enables at least input of the product code and selection of any one of a plurality of screen IDs; and an input control step of referring to the required item control master and the application progress data, and setting an input control to make input mandatory for an input item of an item name associated with the required information, based on the product code input to the application input screen, the required progress status associated with the product code, and the screen ID selected from the plurality of screen IDs.

Advantages of the Invention

[0010] According to the present invention, it is possible to reduce the workload and achieve the effect of reducing the burden of data input.

Brief Description of the Drawings

[0011]

Figure 1

Figure 2

Figure 3

Figure 4

Figure 5

Figure 6

Figure 7

Figure 8

Figure 9

Figure 10

Figure 11

Embodiments for Carrying Out the Invention

[0012] Hereinafter, embodiments of the management device, management method, and management program according to the present invention will be described in detail with reference to the drawings. Note that the present invention is not limited by this embodiment.

[0013] [1. Configuration] An example of the configuration of the management device according to this embodiment will be described with reference to FIG. 1 and the like. FIG. 1 is a schematic diagram showing an overview of a block diagram showing an example of the configuration of the management device.

[0014] The management device 100 shown in FIG. 1 is a commercially available desktop personal computer. Note that the management device 100 is not limited to a stationary information processing device such as a desktop personal computer, and may be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistants), smartphone, or tablet personal computer.

[0015] The management device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. Each unit included in the management device 100 is communicably connected via an arbitrary communication path.

[0016] The communication interface unit 104 communicably connects the management device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data via another device and a communication line. Here, the network 300 has a function of communicably connecting the management device 100 and the server 200 to each other, and is, for example, the Internet or a LAN (Local Area Network). Note that the data stored in the storage unit 106 may be stored in the server 200, for example.

[0017] An input / output interface unit 108 is connected to an input device 112 and an output device 114. As the output device 114, in addition to a monitor (including a home television), a speaker or a printer can be used. As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. In the following, the output device 114 may be described as the monitor 114, and the input device 112 may be described as the keyboard 112 or the mouse 112.

[0018] The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 records a computer program for giving commands to the CPU (Central Processing Unit) in cooperation with the OS (Operating System) to perform various processes. As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, and an optical disk can be used. The storage unit 106 stores an essential item control master 106a and application progress data 106b.

[0019] The essential item control master 106a stores, for each product code that identifies a product (business), at least an application progress status indicating the application progress, a screen name, a screen ID, an item name, and essential information (essential FLG) indicating whether an input item associated with the item name is required for input, in association with each other.

[0020] FIG. 2 is a diagram showing an example of the mandatory item control master table in the mandatory item control master 106a. As shown in the first row of the mandatory item control master table T1 shown in FIG. 2, for the product code "1001: Card Loan", the application progress status "10: Applying", the screen name "Customer Information", the screen ID "KokyakuSubWindow", the item name "Customer classification" and the mandatory FLG "0: Optional" are associated and stored. Similarly, as shown in the second row of the mandatory item control master table T1, for the product code "1001: Card Loan", the application progress status "10: Applying", the screen name "Customer Information", the screen ID "KokyakuSubWindow", the item name "Rent" and the mandatory FLG "1: Mandatory" are associated and stored.

[0021] The application progress data 106b stores, for each customer identification information that identifies a customer, at least the application progress status and the update date in association with each other.

[0022] FIG. 3 is a diagram showing an example of the application progress data table in the application progress data 106b. As shown in the first row of the application progress data table T2 shown in FIG. 3, for the customer No. "1" corresponding to the customer identification information that identifies a customer, the branch number "0", the application progress status "10: Applying" and the update date "2023 / 1 / 5" are associated and stored.

[0023] Returning to FIG. 1, the description of the configuration of the management device 100 will be continued. The control unit 102 is a CPU or the like that comprehensively controls the management device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs defining various processing procedures, and required data, and executes various information processes based on these stored programs. The control unit 102 includes a display control unit 102a, an acquisition unit 102b, an input control unit 102c, a determination unit 102d, a registration unit 102e, and an update unit 102f.

[0024] The display control unit 102a causes the monitor 114 to display an application input screen based on the customer number selected according to the operation of the input device 112 by the operator and the application progress data 106b.

[0025] The acquisition unit 102b acquires the product code, application progress status, and selected screen ID input on the application input screen.

[0026] The input control unit 102c sets input control to make the input by the operator mandatory for the input items with the item names associated with the essential information, based on the product code, application progress status, screen ID, essential item control master 106a, and application progress data 106b acquired by the acquisition unit 102b.

[0027] The determination unit 102d refers to the essential item control master 106a and the application progress data 106b, and determines whether the operator has input the input items for which the input control set by the input control unit 102c makes the input by the operator mandatory.

[0028] The registration unit 102e registers the values of the items input on the application input screen, customer information registration screen, and application progress management screen, and stores them in the storage unit 106.

[0029] When the application classification on the application progress management screen is selected by the operator and the registration button is pressed, the update unit 102f updates the application progress data 106b corresponding to the customer number input on the application input screen.

[0030] [2. Processes Executed by the Management Device] Next, the processes executed by the management device 100 will be described. FIG. 4 is a flowchart showing an overview of the processes executed by the management device 100.

[0031] As shown in FIG. 4, first, the display control unit 102a causes the monitor 114 to display an application input screen based on the customer number selected according to the operation of the input device 112 by the operator and the application progress data 106b (step S101).

[0032] FIG. 5 is a diagram showing an example of an application input screen. The application input screen P1 shown in FIG. 5 includes at least various information cells K1 to K6 associated with a customer No. selected according to an operation on the input device 112 by an operator, a product code cell K10 in which a product code can be input, and a plurality of screen ID icons A1 to A15 for instructing screen transitions to prompt various inputs. Further, the application input screen P1 includes a registration button B2 for registering setting contents and a cancellation button B1 for canceling the setting contents.

[0033] In the case shown in FIG. 5, for example, the operator operates the input device 112, inputs the product code "1001" into the product code cell K10, and selects the screen icon A2 for inputting customer information from among the plurality of screen ID icons A1 to A15. In the following, the case where the operator selects the customer information screen ID icon A2 will be described, but the same processing is performed for the other screen ID icons A1, A3 to A15.

[0034] Return to FIG. 4 and continue the description from step S102 onwards. In step S102, the acquisition unit 102b acquires the product code "1001" input on the application input screen P1, the application progress status "10: Application in progress", and the selected screen ID "KokyakuSubWindow".

[0035] Subsequently, based on the product code "1001", the application progress status "10: Application in progress", the screen ID "KokyakuSubWindow", the mandatory item control master 106a, and the application progress data 106b acquired by the acquisition unit 102b, the input control unit 102c sets input control to make the input by the operator mandatory for the input items of the item names associated with the mandatory information (step S103).

[0036] Thereafter, the display control unit 102a causes the monitor 114 to display the customer information registration screen P2 based on the input control set by the input control unit 102c (step S104). After step S104, the management device 100 proceeds to step S105, which will be described later.

[0037] FIG. 6 is a diagram showing an overview of the input control by the input control unit 102c and the display control by the display control unit 102a.

[0038] As shown in FIG. 6, the display control unit 102a displays the customer information registration screen P2 on the monitor 114. In this case, based on the product code "1001" acquired by the acquisition unit 102b, the application progress status "10: Application in progress", the screen ID "KokyakuSubWindow", the mandatory item control master table T1, and the application progress data table T2, the input control unit 102c sets input control to make the input by the operator for the input items associated with the item names of the mandatory information mandatory.

[0039] Specifically, the input control unit 102c sets input control to make the input by the operator mandatory for the input items of the item names "Customer classification" and "Rent" in the mandatory item control master table T1 according to the content of the mandatory FLG. More specifically, for the input item of the item name "Rent" in the mandatory item control master table T1, since the mandatory FLG is "1: Mandatory", the input control unit 102c sets input control to make the input by the operator mandatory. In contrast, for the input item of the item name "Customer classification" in the mandatory item control master table T1, since the mandatory FLG is "0: Optional", the input control unit 102c sets input control to make the input by the operator optional.

[0040] Also, in the case shown in FIG. 6, based on the setting of the input control of the item names set by the input control unit 102c, the display control unit 102a highlights the item names for which the input by the operator is mandatory and the item names for which the input is optional so that they can be distinguished from other item names.

[0041] Specifically, the display control unit 102a highlights the item name "rent", which is an essential input by the operator, in red, and highlights the item name "customer classification", which is an optional input, in yellow, and then displays the customer information registration screen P2 on the monitor 114. As a result, the operator can intuitively grasp the item names that require mandatory input and those that allow optional input.

[0042] In FIG. 6, as a highlighting method, the display control unit 102a may also display the customer information registration screen P2 on the monitor 114 by flashing the item names in the mandatory state and those in the optional state, inverting the background color, superimposing symbols or figures, or emphasizing the font of the text. In FIG. 6, for the purpose of schematically explaining the highlighting display, it is expressed using the frames W1 and W2.

[0043] Returning to FIG. 4, the description after step S105 will be continued. In step S105, the determination unit 102d determines whether the operator has operated the input device 112 to press the registration button B2 (step S105). If the determination unit 102d determines that the operator has operated the input device 112 to press the registration button B2 (step S105: Yes), the management device 100 proceeds to step S106, which will be described later. On the other hand, if the determination unit 102d determines that the operator has not operated the input device 112 and the registration button B2 has not been pressed (step S105: No), the management device 100 returns to step S104.

[0044] In step S106, the determination unit 102d refers to the essential item control master 106a and the application progress data 106b, and determines whether the operator has input for the input items for which the input by the input control unit 102c is set to be in an essential state. If it is determined by the determination unit 102d that the operator has input for the input items for which the input by the operator is in an essential state (step S106: Yes), the management device 100 proceeds to step S107 described below. On the contrary, if it is determined by the determination unit 102d that the operator has not input, that is, not input, for the input items for which the input by the operator is in an essential state (step S106: No), the management device 100 proceeds to step S108 described below.

[0045] In step S107, the registration unit 102e registers the values of the input items and stores them in the storage unit 106. After step S107, the management device 100 proceeds to step S109.

[0046] In step S108, the display control unit 102a causes the monitor 114 to display a warning message indicating that the operator has not input for the input items for which the input by the input control unit 102c is set to be in an essential state. For example, in the case of FIG. 6, a warning message indicating that the input of the item name "rent" is not input and that the input by the operator is essential is displayed on the monitor 114. Thereby, the operator can intuitively grasp the non-input of the input items that are required to be input. After step S108, the management device 100 returns to step S104.

[0047] In step S109, the determination unit 102d determines whether the progress information of the screen ID has been selected on the application input screen P1 by the operator operating the input device 112. Specifically, as shown in FIG. 7, the determination unit 102d determines whether the operator has selected the screen ID icon A13 of the progress information on the application input screen P1 by operating the input device 112. When it is determined by the determination unit 102d that the screen ID icon A13 of the progress information has been selected (step S109: Yes), the management device 100 proceeds to step S110 described below. On the other hand, when it is determined by the determination unit 102d that the screen ID icon A13 of the progress information has not been selected (step S109: No), the management device 100 ends this process.

[0048] In step 110, the display control unit 102a refers to the customer No. and the application progress data 106b input on the application input screen P1, and displays an application progress management screen for updating the application progress on the monitor 114.

[0049] FIG. 8 is a diagram showing an example of an application progress management screen. The application progress management screen P3 shown in FIG. 8 includes an input cell K20 where the application category can be selected and input, an application date cell K21 where the application date can be input, a comment cell K22 where a comment can be input, and a progress history display area Q1. The operator operates the input device 112 to input into the input cell K20, the application date cell K21, and the comment cell K22 respectively. For example, in the case shown in FIG. 8, the operator operates the input device 112 to select and input the application category "1" (approval) into the input cell K20. Further, in the case shown in FIG. 8, the operator operates the input device 112 to input "2023 / 1 / 16" into the application date cell K21 and "Hoping for financing this month. Urgent case." into the comment cell K22.

[0050] Next, when the application category "1" (approval) is selected by the operator and the registration button B2 is pressed, the update unit 102f updates the application progress data 106b corresponding to the customer number entered on the application input screen P1 (step S111). Specifically, the update unit 102f updates the application progress status of the application progress data 106b corresponding to the customer number "1" entered on the application input screen P1 from "10: Applying" to "20: Settling". After step S111, the management device 100 ends this process.

[0051] Next, the customer information registration after the update of the application progress data 106b will be described. FIG. 9 is a diagram for explaining an overview of customer information registration after the update of the application progress data 106b. In FIG. 9, the input control settings of the input items by the input control unit 102c in the case of the product code "1001: Card Loan" and the application progress status "20: Contract in progress" will be described. Since the management device 100 performs the same processing as that in FIG. 4 described above, the detailed processing description will be omitted below.

[0052] As shown in FIG. 9, based on the product code "1001: Card Loan" acquired by the acquisition unit 102b, the application progress status "20: Contract in progress", the screen ID "KokyakuSubWindow", the mandatory item control master table T1, and the application progress data table T2, the input control unit 102c sets input control for the input mandatory items.

[0053] In the case shown in FIG. 9, the input control unit 102c sets the input control for making the input items of the item names "Customer Classification" and "Rent" on the customer information registration screen P2 mandatory for operator input, based on the application progress status "20: Under Contract" in the application progress data table T2, the product code "1001: Card Loan" in the mandatory item control master table T1, and the application progress status "20: Under Settlement", and since the mandatory FLGs for the item names "Rent" and "Customer Classification" are both "1: Mandatory". At this time, the display control unit 102a highlights the item names to be made mandatory so that they can be distinguished from other item names, based on the input control of the item names set by the input control unit 102c. Specifically, the display control unit 102a causes the monitor 114 to display the customer information registration screen P2 in which the item names "Customer Classification" and "Rent" to be made mandatory are highlighted in red. Thereby, the operator can intuitively grasp the item names for which input is mandatory. In FIG. 9, similar to FIG. 6, for the purpose of schematically explaining the highlighting, it is represented using frames W1 and W2.

[0054] Next, an overview of customer information registration for another product code will be described. FIG. 10 is a diagram for explaining an example of an overview of customer information registration for another product code. In FIG. 10, the setting of the input control by the input control unit 102c in the case of the product code "1001: Card Loan" and the application progress status "20: Under Contract" will be described. Since the management device 100 performs the same processing as that in FIG. 4 described above, the detailed description of the processing will be omitted below.

[0055] As shown in FIG. 10, based on the product code "1002: Real Estate Secured Loan" acquired by the acquisition unit 102b, the application progress status "10: Application in Progress", the screen ID "KokyakuSubWindow", the mandatory item control master table T1, and the application progress data table T2, the input control unit 102c sets the input control for making the input items associated with the item names of the mandatory information (mandatory FLG) mandatory for operator input.

[0056] In the case shown in FIG. 10, the input control unit 102c has the application progress status “10: Applying” in the application progress data table T2, the product code “1002: Real Estate Mortgage Loan” in the mandatory item control master table T1, and the application progress status “10: Applying”. Since the item name “Rent” has a mandatory flag “0: Optional”, the input control unit 102c sets the input control for the item name “Rent” to make the input by the operator optional.

[0057] Furthermore, the input control unit 102c has the product code “1002: Real Estate Mortgage Loan” in the mandatory item control master table T1 and the application progress status “10: Applying”. Since the item name “Customer Classification” has a mandatory flag “1: Mandatory”, the input control unit 102c sets the input control for the input item of the item name “Customer Classification” to make the input by the operator mandatory. At this time, based on the input control of the item name set by the input control unit 102c, the display control unit 102a highlights the item name and the optional state for which the input by the operator is mandatory so that they can be distinguished from other item names. Specifically, the display control unit 102a highlights the item name “Customer Classification” for which the input by the operator is mandatory in red, and the item name “Rent” for which the input by the operator is optional in yellow, and displays the customer information registration screen P2 on the monitor 114. Thereby, the operator can intuitively grasp the item name in the mandatory state and the item name in the optional state.

[0058] Finally, another example of the outline of customer information registration for another product code will be described. FIG. 11 is a diagram for explaining another example of the outline of customer information registration for another product code. In FIG. 11, the case of the product code “1002: Real Estate Mortgage Loan” and the application progress status “80: Waiting for Execution” will be described. Since the management device 100 performs the same processing as that in FIG. 4 described above, the detailed processing description will be omitted below.

[0059] As shown in FIG. 11, based on the product code "1002: Real Estate Secured Loan", application progress status "80: Waiting for Execution", screen ID "KokyakuSubWindow", mandatory item control master table T1, and application progress data table T2 acquired by the acquisition unit 102b, the input control unit 102c sets input control to make the input items associated with the item names of the mandatory information (mandatory FLG) mandatory for input by the operator.

[0060] In the case shown in FIG. 11, the input control unit 102c refers to the application progress status "80: Waiting for Execution" in the application progress data table T2, the product code "1002: Real Estate Secured Loan" and the application progress status "80: Waiting for Execution" in the mandatory item control master table T1. Since the item names "Customer Classification" and "Rent" have a mandatory FLG of "1: Mandatory", the input control unit 102c sets input control to make the input items associated with the item names "Customer Classification" and "Rent" mandatory for input by the operator. At this time, the display control unit 102a highlights the item names of the input items set to the mandatory state by the input control unit 102c so that they can be distinguished from other item names. Specifically, the display control unit 102a highlights the item names "Customer Classification" and "Rent" of the input items set to the mandatory state in red and displays the customer information registration screen P2 on the monitor 114. Thereby, the operator can intuitively grasp the item names to be in the mandatory state.

[0061] According to the embodiment described above, since the input control unit 102c sets input control to make the input items associated with the item names of the mandatory information mandatory, the burden of data input for the operator can be reduced, and flexible responses can be made according to the internal control and business laws of each company.

[0062] Furthermore, according to the embodiment, since input control can be performed for each application progress status for each product (each case), only the input items necessary for the required application progress status can be subject to mandatory confirmation, and the review and application operations can be performed efficiently.

[0063] In addition, according to the embodiment, since the display control unit 102a highlights and displays on the monitor 114 the item name of the input item for which the input control unit 102c has made the input mandatory, the operator can intuitively grasp the item name in the mandatory state.

[0064] In addition, according to the embodiment, for an input item for which the input control unit 102c has set the input by the operator to be in the mandatory state by the display control unit 102a, a warning message indicating that the operator has not made an input is displayed on the monitor 114. As a result, the operator can intuitively grasp the non - input for the input - required input item.

[0065] In addition, according to the embodiment, since the display control unit 102a highlights and displays on the monitor 114 the item name of the optional - input item for which the input is not in the mandatory state and the item name of the input item for which the input is in the mandatory state in a distinguishable manner, the operator can intuitively grasp the optional input and the mandatory input.

[0066] In addition, according to the embodiment, when the update unit 102f has the application category selected by the operator and the registration button B2 is pressed, the status of the application progress data 106b corresponding to the customer No. input on the application input screen P1 is automatically updated, so that the burden of data input on the operator can be reduced.

[0067] [3. Contribution to the United Nations - led Sustainable Development Goals (SDGs)] According to the present embodiment, since it can contribute to promoting business efficiency and appropriate business judgment of the enterprise, it becomes possible to contribute to Goals 8 and 9 of the SDGs.

[0068] In addition, according to the present embodiment, since it can contribute to reducing waste loss and promoting paperless and digitization, it becomes possible to contribute to Goals 12, 13, and 15 of the SDGs.

[0069] In addition, according to the present embodiment, since it can contribute to control and governance enhancement, it becomes possible to contribute to Goal 16 of the SDGs.

[0070] [4. Other Embodiments] The present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims, in addition to the embodiments described above.

[0071] For example, among the processes described in the embodiments, all or part of the processes described as being automatically performed can be manually performed, or all or part of the processes described as being manually performed can be automatically performed by a known method.

[0072] In addition, regarding the processing procedures, control procedures, specific names, information including parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and the drawings, they can be arbitrarily changed unless otherwise specified.

[0073] Regarding the management device 100, each illustrated component is a functional concept, and it is not necessarily physically configured as illustrated.

[0074] For example, regarding the processing functions provided by the management device 100, particularly each processing function performed by the control unit, all or any part of them may be realized by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware by wired logic. The program is recorded in a non-transitory computer-readable recording medium including programmed instructions for causing an information processing device to execute the processes described in the present embodiment, and is mechanically read by the management device 100 as necessary. That is, in a storage unit such as a ROM or an HDD (Hard Disk Drive), a computer program for giving instructions to the CPU in cooperation with the OS and performing various processes is recorded. This computer program is executed by being loaded into the RAM, and constitutes the control unit in cooperation with the CPU.

[0075] In addition, this computer program may be stored in an application program server connected to the management device 100 via an arbitrary network, and it is also possible to download all or part of it as necessary.

[0076] Also, the program for executing the processing described in this embodiment may be stored in a non-transitory computer-readable recording medium, and it can also be configured as a program product. Here, this "recording medium" includes any "portable physical medium" such as a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), an EEPROM (registered trademark) (Electrically Erasable and Programmable Read Only Memory), a CD-ROM (Compact Disk Read Only Memory), an MO (Magneto-Optical disk), a DVD (Digital Versatile Disk), and a Blu-ray (registered trademark) Disc.

[0077] Also, the "program" is a data processing method described in an arbitrary language or description method, and it does not matter whether it is in the form of source code or binary code, etc. Note that the "program" is not necessarily limited to being configured singly, and includes those that are distributed as a plurality of modules or libraries, or those that achieve their functions in cooperation with other separate programs represented by an OS. Note that for the specific configuration, reading procedure, and installation procedure after reading for reading the recording medium in each device shown in the embodiment, well-known configurations and procedures can be used.

[0078] The various databases and the like stored in the storage unit are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and store various programs, tables, databases, and web page files used for various processes and website provision.

[0079] Further, the management device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which an arbitrary peripheral device is connected. Further, the management device 100 may be realized by installing software (including programs or data, etc.) that realizes the processes described in this embodiment in the device.

[0080] Furthermore, the specific form of the distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be functionally or physically distributed and integrated in arbitrary units according to various additions or according to the functional load. That is, the above-described embodiments may be arbitrarily combined and implemented, or the embodiments may be selectively implemented.

Industrial Applicability

[0081] The present invention is useful in the financial industry that conducts a plurality of financial operations.

Explanation of Signs

[0082] 100 Management device 102 Control unit 102a Display control unit 102b Acquisition unit 102c Input control unit 102d Determination unit 102e Registration unit 102f Update unit 104 Communication interface unit 106 Storage unit 106a Mandatory item control master 106b Application progress data 108 Input / Output Interface Unit 112 Input Device 114 Output Device 200 Server 300 Network

Claims

1. A management device comprising a control unit, For each product code, at least an application progress status indicating the progress of the application, a screen ID, an item name, and a mandatory item control master associating the presence or absence of input necessity of the input item associated with the item name, For each customer identification information identifying a customer, at least application progress data associating the application progress status and the update date, It is accessible to, The control unit, At least a display control unit that displays on a monitor an application input screen that allows input of the product code and selection of any of a plurality of screen IDs, Referring to the mandatory item control master and the application progress data, based on the product code input to the application input screen, the application progress status associated with the product code, and the screen ID selected from the plurality of screen IDs, for the input item of the item name associated with the mandatory information, an input control unit that sets an input to be in a mandatory state and sets an input control, Comprising, Management device.

2. The management device according to claim 1, The display control unit, Highlights and displays on the monitor the item name of the input item for which the input control unit has set the input to be in a mandatory state, Management device.

3. The management device according to claim 2, The display control unit, For an input item for which the input control unit has set the input to be in a mandatory state, if the input is not entered and a registration button for instructing registration is pressed, a warning indicating that the input is not entered is displayed on the monitor for the input item for which the input is in a mandatory state, Management device.

4. The management device according to claim 3, The display control unit, Highlighting and displaying on the monitor, in a distinguishable manner, the item names of input items with optional inputs that do not require the input to be mandatory and the item names of input items for which the input control unit makes the input mandatory. Management device.

5. The management device according to claim 4, When the monitor is a application progress management screen based on the product code and the customer identification information input on the application input screen, and the monitor is displaying an application progress management screen including the current application progress status associated with the customer identification information, an update unit that updates the current application progress status associated with the customer identification information in the application progress data to the next status when approval of the current application progress status is registered. Further comprising Management device.

6. A management method executed by a management device including a control unit, The management device For each product code, at least an application progress status indicating the application progress, a screen ID, an item name, and a mandatory information indicating whether the input item associated with the item name is required, associated in a mandatory item control master; For each customer identification information for identifying a customer, at least an application progress data associating the application progress status and the update date; Is accessible to Executed by the control unit A display control step of displaying, on the monitor, an application input screen that allows at least the input of the product code and the selection of any one of a plurality of screen IDs; An input control step of referring to the mandatory item control master and the application progress data, and setting an input control to make the input mandatory for the input item of the item name associated with the mandatory information, based on the product code input on the application input screen, the application progress status associated with the product code, and the screen ID selected from the plurality of screen IDs; Including A management method characterized by

7. A management program for causing a management device including a control unit to execute, wherein the management device, for each product code, at least an application progress status indicating the progress of an application, a screen ID, an item name, and a mandatory item control master associating the presence or absence of input necessity of an input item associated with the item name; for each customer identification information for identifying a customer, at least application progress data associating the application progress status and the update date; is accessible to, the control unit, a display control step of displaying, on a monitor, an application input screen that enables at least input of the product code and selection of any one of a plurality of screen IDs; an input control step of referring to the mandatory item control master and the application progress data, and setting input control to make input mandatory for an input item of an item name associated with the mandatory information based on the product code input to the application input screen, the application progress status associated with the product code, and the screen ID selected from the plurality of screen IDs; to execute, A management program characterized by the above.

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