Document navigation apparatus, document navigation method, and document navigation program

Abstract

To provide a document navigation apparatus, a document navigation method, and a document navigation program configured to perform screen-basis navigation on reception documents and presentation documents thereby lowering the barrier of business knowledge required to a person in charge.SOLUTION: A document navigation apparatus is configured to: acquire case application data with a case status of a case set thereto; select a document necessary for the case based on a document master and the case application data; create document data in which the necessary document, a data type, and a document status are set in association with each other; and display, on a document management screen for managing the necessary document according to the data type, based on the case application data and the document data.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to a document navigation device, a document navigation method, and a document navigation program. [Background technology]

[0002] Patent document 1 discloses a configuration that navigates documents linked to a combination of selection conditions required for an examination pattern as required documents based on the minimum combination of master-set document selection conditions. [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Japanese Patent Publication No. 2022-26169 Summary of the Invention [Problem to be solved by the invention]

[0004] However, the invention described in Patent Document 1 above has a problem in that it is not possible to automatically navigate between received documents and presented documents in the process of checking documents that occur during the examination process.

[0005] The present invention has been made in consideration of the above-mentioned problems, and aims to provide a document navigation device, a document navigation method, and a document navigation program that can lower the business knowledge required of business personnel by subdividing received documents and presented documents on a screen-by-screen basis and navigating them. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems and achieve the object, the document navigation device of the present invention is a document navigation device having a memory unit and a control unit, wherein the memory unit has a document navigation memory means for storing a document master that is set by linking the document data type, process type, and acquisition conditions, and the control unit has a case application acquisition means for acquiring case application data that sets the case status of the case, a document navigation means for selecting necessary documents for the case based on the document master and the case application data, and creating document data that is set by linking the necessary documents, the data type, and the document status status, and a screen display means for displaying a document management screen that enables the necessary documents to be managed according to the data type based on the case application data and the document data.

[0007] In addition, in the document navigation device of the present invention, the document navigation storage means further stores a navigation condition linking master in which individual addition conditions for individually adding the documents are set, and the document navigation means selects, based on the navigation condition linking master, the document master, and the case application data, the documents for which the acquisition conditions are mandatory and / or the documents that satisfy the individual addition conditions as the required documents for the case, and creates the document data in which the required documents, the data type, and the document status are linked and set.

[0008] In addition, in the document navigation device of the present invention, the case application data includes applicant data that sets the application parties of the case, and case data that sets the case status status of the case, and the individual addition condition is the presence or absence of the application parties to be individually added to the document.

[0009] In addition, in the document navigation device of the present invention, the screen display means is characterized in that it displays the document management screen which enables management of document creation of the required documents whose data type is a presented document based on the project application data and the document data, and which enables management of detailed reference of the required documents whose data type is a received document.

[0010] In addition, in the document navigation device of the present invention, the screen display means is characterized in that it displays the document management screen which is capable of controlling the launch of a document creation screen for creating the required documents whose data type is the presented documents based on the project application data and the document data, and is capable of controlling the launch of a detail reference screen for detailed reference of the required documents whose data type is the received documents.

[0011] In addition, in the document navigation device of the present invention, the screen display means is further characterized in that if the document status set in the document data is ``not received'', it cannot accept an instruction to launch the detailed reference screen, and if the document status set in the document data is not ``not received'', it can accept an instruction to launch the detailed reference screen.

[0012] In addition, in the document navigation device of the present invention, the document data is further set in association with a case number and a document code, and the screen display means is further characterized in that, when the case number is set on the document management screen and an instruction to launch the detailed reference screen is input, the screen display means identifies the relevant required document using the case number and the document code as keys and launches the detailed reference screen for detailed reference of the required document.

[0013] In the document navigation device according to the present invention, the case application data includes property data that sets a property corresponding to the case, and fund data for repayment management of the case.

[0014] In addition, the document navigation method of the present invention is a document navigation method to be executed by a document navigation device having a memory unit and a control unit, wherein the memory unit has a document navigation memory means for storing a document master that is set by linking the document data type, process type, and acquisition conditions, and is characterized by including: a case application acquisition step executed in the control unit, which acquires case application data that sets the case status of the case; a document navigation step that selects necessary documents for the case based on the document master and the case application data, and creates document data that is set by linking the necessary documents, the data type, and the document status status; and a screen display step that displays a document management screen that enables the necessary documents to be managed according to the data type based on the case application data and the document data.

[0015] In addition, the document navigation program of the present invention is a document navigation program to be executed by a document navigation device having a memory unit and a control unit, wherein the memory unit has a document navigation memory means for storing a document master that is set by linking the document data type, process type, and acquisition conditions, and the control unit is configured to execute a case application acquisition step for acquiring case application data that sets the case status of the case, a document navigation step for selecting necessary documents for the case based on the document master and the case application data, and creating document data that is set by linking the necessary documents, the data type, and the document status status, and a screen display step for displaying a document management screen that enables the necessary documents to be managed according to the data type based on the case application data and the document data. [Effects of the Invention]

[0016] The present invention contributes to lowering the hurdle of business knowledge required for document verification work occurring in screening work (checking whether the documents received from the customer match the information entered into the system). The present invention also contributes to making it possible to categorize areas for managing documents after navigation using master settings for each document. The present invention also contributes to making it visually easy to understand which screens each managed document is linked to. [Brief explanation of the drawings]

[0017] [Figure 1] FIG. 1 is a block diagram showing an example of the configuration of a document navigation device according to this embodiment. [Figure 2] FIG. 2 is a flowchart showing an example of processing performed by the document navigation device according to this embodiment. [Figure 3] FIG. 3 is a diagram showing an example of the case application data in this embodiment. [Figure 4] FIG. 4 is a diagram showing an example of document navigation processing in this embodiment. [Figure 5] FIG. 5 is a diagram showing an example of document navigation processing in this embodiment. [Figure 6] FIG. 6 is a diagram showing an example of document navigation processing in this embodiment. [Figure 7] FIG. 7 is a diagram showing an example of document navigation processing in this embodiment. [Figure 8] FIG. 8 is a diagram showing an example of a document status in this embodiment. [Figure 9] FIG. 9 is a diagram showing an example of document navigation processing in this embodiment. DETAILED DESCRIPTION OF THE INVENTION

[0018] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of the present invention will be described in detail with reference to the accompanying drawings. However, the present invention is not limited to this embodiment.

[0019] [1. Overview] First, an outline of the present invention will be described.

[0020] Previously, there was a function that automatically navigated to documents required for screening based on attributes (such as merchantability or the presence of joint debtors), but with the existing function, the staff member had to look at the name of the document to be received or presented and determine which screen in the system it was entered on. Also, previously, front desk staff had to look at the name of the navigated document and check whether the information registered on each input screen and the information contained in the document registered in the system were correct, which required front desk staff to have a certain level of business knowledge (how the registered document was linked to the content entered on which screen).

[0021] In addition, in the past, the work of confirming whether the data registered in the system matched the documents received from the customer involved the use of received documents, and the front desk staff had to determine which screen on the system the contents of the documents navigated through as received documents were linked to, which required a certain level of business knowledge from the front desk staff.

[0022] Therefore, in this embodiment, a mechanism is provided for performing navigation for each review process (review and contract), thereby narrowing down the number of documents to be navigated, making management easier.

[0023] In addition, previously, documents to be presented were managed as a general term for documents created in the system, and whether or not they needed to be sent to the customer was determined depending on the document, and documents that needed to be sent were sent in the following order: "Create document," "Download," and "Send outside the system." As a result, previously, sending documents required a lot of work, which increased the workload of front-line staff, and there was a risk of documents being overlooked or documents being sent that should not have been sent.

[0024] Therefore, in this embodiment, a mechanism is provided in which the necessity of sending is determined within the system when a document is created by managing the master data on a document-by-document basis, and the path data of the file of the document that needs to be sent is automatically sent to the partner.

[0025] [2. Configuration] An example of the configuration of a document navigation device 100 according to this embodiment will be described with reference to Fig. 1. Fig. 1 is a block diagram showing an example of the configuration of a document navigation device 100 according to this embodiment.

[0026] 1, the document navigation device 100 is a commercially available desktop personal computer. Note that the document navigation device 100 is not limited to a stationary information processing device such as a desktop personal computer, but may also be a portable information processing device such as a commercially available notebook personal computer, PDA (Personal Digital Assistant), smartphone, or tablet personal computer.

[0027] The document navigation device 100 includes a control unit 102, a communication interface unit 104, a storage unit 106, and an input / output interface unit 108. The units included in the document navigation device 100 are connected to each other so as to be able to communicate with each other via any communication path.

[0028] The communication interface unit 104 communicatively connects the document navigation 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 with other devices via the communication line. Here, the network 300 has a function of connecting the document navigation device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

[0029] An input device 112 and an output device 114 are connected to the input / output interface unit 108. The output device 114 may be a monitor (including a touch panel), a speaker, or a printer. The input device 112 may be a keyboard, a mouse, a microphone, or a monitor that cooperates with a mouse to achieve a pointing device function. In the following, the output device 114 may be referred to as the monitor 114 or the printer 114, and the input device 112 may be referred to as the keyboard 112 or the mouse 112.

[0030] The storage unit 106 stores various databases, tables, files, etc. The storage unit 106 stores computer programs that work in conjunction with an OS (Operating System) to issue commands to a CPU (Central Processing Unit) to perform various processes. The storage unit 106 may be, 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, or an optical disk. The storage unit 106 includes a document navigation database 106a.

[0031] The document navigation database 106a stores document navigation data. Here, the document navigation database 106a may store a document master that links and sets the document data type, process type, and acquisition conditions. The document navigation database 106a may also store a navigation condition linking master that sets individual addition conditions for individually adding documents. Here, the individual addition conditions may be the presence or absence of application stakeholders to whom the document is to be individually added. The document navigation database 106a may also store project application data, project data, applicant data, property data, fund data, and / or document data.

[0032] The control unit 102 is a CPU or the like that performs overall control of the document navigation device 100. The control unit 102 has an internal memory for storing control programs such as an OS, programs that define various processing procedures, required data, etc., and executes various information processes based on these stored programs. Functionally, the control unit 102 includes a case application acquisition unit 102a, a document navigation unit 102b, and a screen display unit 102c.

[0033] The project application acquisition unit 102a acquires project application data for a project. Here, the project application acquisition unit 102a may acquire project application data in which a project status for the project is set. Here, the project application data may include applicant data linked to the project's project number, application related parties, nationality, previous year's annual income, and / or personal identification documents, and / or project data linked to the project's project number, person in charge, reception store, and / or project status. Furthermore, the project application data may include property data linked to the property corresponding to the project and / or the project number, and / or fund data for project repayment management. Furthermore, the project application acquisition unit 102a may register the project application data in the document navigation database 106a.

[0034] The document navigation unit 102b selects documents required for a case and creates document data in which the required documents are set. Here, the document navigation unit 102b may select documents required for a case based on the document master and case application data, and create document data in which the required documents, data type, and / or document status are linked together. Furthermore, the document navigation unit 102b may select documents that meet the acquisition conditions required for the case and / or documents that satisfy the individual additional conditions as documents required for the case based on the navigation condition linking master, the document master, and case application data, and create document data in which the required documents, data type, and document status are linked together. Furthermore, the document data may be set in which the case number and document code are linked together.

[0035] The screen display unit 102c displays various screens. Here, the screen display unit 102c may display a document management screen that enables management of required documents according to data type. Furthermore, the screen display unit 102c may display a document management screen that enables management of required documents according to data type, based on the project application data and document data. Furthermore, the screen display unit 102c may display a document management screen that enables management of document creation of required documents whose data type is submitted documents, and management of detailed reference of required documents whose data type is received documents, based on the project application data and document data. Furthermore, the screen display unit 102c may display a document management screen that enables control of the launch of a document creation screen for creating required documents whose data type is submitted documents, and control of the launch of a detailed reference screen for detailed reference of required documents whose data type is received documents, based on the project application data and document data. Furthermore, the screen display unit 102c may not accept an instruction to launch the details reference screen when the document status set in the document data is "unreceived," and may accept an instruction to launch the details reference screen when the document status set in the document data is not "unreceived." Furthermore, when a case number is set on the document management screen and an instruction to launch the details reference screen is input, the screen display unit 102c may identify the relevant required document using the case number and document code as keys, and launch a details reference screen for viewing the required document in detail.

[0036] [3. Specific Examples] A specific example of this embodiment will be described with reference to FIGS.

[0037] [Document Navigation Processing] An example of document navigation processing in this embodiment will now be described with reference to Fig. 2. Fig. 2 is a flowchart showing an example of processing by the document navigation device 100 in this embodiment.

[0038] As shown in Figure 2, when a user sets a case manager and reception store on the registration screen via the input device 112, the case application acquisition unit 102a registers case data in which the case number, manager, and reception store are set in the document navigation database 106a, and when a user sets a case number and application parties on the registration screen via the input device 112, it acquires applicant data in which the case number and application parties are set, and updates the case status of the case data in which the case number is set and stored in the document navigation database 106a to review (step SA-1).

[0039] Then, based on the navigation condition linking master, document master, and case application data, the document navigation unit 102b selects documents that meet the acquisition conditions and documents that meet the individual additional conditions as required documents for the case, and creates document data that is linked to the case number, required documents, data type, and document status (step SA-2).

[0040] Then, the screen display unit 102c displays on the output device 114 a document management screen that can control the launch of a document creation screen for creating required documents whose data type is "presentation documents" based on the project application data and document data, and that can control the launch of a detail reference screen for detailed reference of required documents whose data type is "received documents" (step SA-3), and then ends the processing.

[0041] An example of document navigation processing in this embodiment will now be described with reference to Fig. 3 to Fig. 9. Fig. 3 is a diagram showing an example of case application data in this embodiment. Figs. 4 to 7 and 9 are diagrams showing an example of document navigation processing in this embodiment. Fig. 8 is a diagram showing an example of a document status in this embodiment.

[0042] As shown in Fig. 3, in this embodiment, attribute data is input into the system based on the contents of the user's application. That is, as shown in Fig. 3, in this embodiment, case data of the sales representative and the reception store is registered based on the registration items set on the case data registration screen, applicant data of the person who has made the application is registered based on the registration items set on the applicant's joint debtor data registration screen, property data of the property to be purchased is registered based on the registration items set on the property data registration screen, and financial data regarding repayment ability is registered based on the registration items set on the financial data registration screen.

[0043] In this embodiment, when the input process is completed, the case status of the case is advanced, and when it transitions to a specific status, document navigation processing is executed, and documents that need to be managed for the case are linked to the case based on the attribute data entered in the document navigation processing.

[0044] For example, as shown in FIG. 4, in this embodiment, when a case (case number: 223-000001) to be operated by the user is selected, various data can be searched and referenced using the case number as a key.

[0045] As shown in Figure 5, in this embodiment, the applicant data of the person who has made the application is registered based on the registration information set by the user via the applicant joint debtor data registration screen, and the case status of the case data is updated.

[0046] As shown in FIG. 6, in this embodiment, the documents required for the relevant case are linked based on the attribute data entered based on the document master and the navigation condition linking master. As shown in FIG. 6, in this embodiment, the document master / navigation condition linking master (reference data during navigation) is pre-set, and logic for determining whether a condition is relevant or not is created for each condition number (condition No. 1 is "relevant": the applicant data has a joint obligor, and condition No. 2 is "relevant": the applicant data has a joint obligor and the joint obligor's nationality is overseas). As shown in FIG. 6, the document master process type is an item that determines whether the document to be navigated is the review process or the contract process, referring to the case data case status status. Also, as shown in FIG. 6, documents with the document master acquisition condition set to "required" are unconditionally linked to the case, while documents with the acquisition condition set to "individually added" are linked to the case based on the attribute data.

[0047] As shown in FIG. 7, in this embodiment, (1) the document master is referenced, and documents for which the Document Master.Acquisition Condition is "Required" in "Document Master.Process Type=Project Data.Project Status Status" are added to the document database. As shown in FIG. 7, in this embodiment, (2) the attribute data of the relevant project is referenced, and a document code matching the relevant condition No. is added to the document navigation work. Based on the pre-created logic, "Condition No. 1: Applicable and Condition No. 2: Not Applicable" is obtained, and the "document code" of the document linked to the "applicable" condition No. 1 is obtained from the "Navigation Document Linking Master" and added to the document database. As shown in FIG. 7, in this embodiment, (3) document data is created based on the data obtained up to this point. Here, in the creation method in this embodiment, the document database is identified using the project number as a key, and each item is retrieved by referencing the document master based on the identified document code, and "Document Status Status: Not Received" and "Document Path: Blank" that do not exist in the document master are initially set. In this embodiment, the document data and document status are updated when the situation changes, such as when a document is stored. In addition, the document data and document path in this embodiment stores path data for received and presented documents. Also, as shown in Figure 7, in this embodiment, the display area on the screen is divided based on the "data type" obtained from the document master.

[0048] As shown in FIG. 8, in this embodiment, the document status is subdivided for each data type ("received document" and "presented document"), and the document status is managed under a single item, data type.

[0049] As shown in FIG. 9 , in this embodiment, to manage navigated documents, the case status of the case data is referenced based on the case number, and only documents matching the case data are displayed on the document management screen. As shown in FIG. 9 , in this embodiment, the button display control on the document management screen is as follows: for documents whose data type is "Created Material" or "Sent Material," the "Create" button is displayed; for documents whose data type is other than "Created Material" or "Sent Material," the "Details" button is displayed. Also, as shown in FIG. 9 , in this embodiment, the button activation / deactivation control is as follows: if the document status of the document data is "Not Received," the "Details" button is deactivated; and if the document status of the document data is other than "Not Received," the "Details" button is activated. Also, as shown in FIG. 9 , in this embodiment, when the "Details" button is pressed, an image of the corresponding document is displayed using the case number / document code as a key, and an image of the actual file in the "Document Path" of the document data is displayed on the document management screen. Here, as shown in Fig. 9, in this embodiment, when a document is received, the "Details" button is activated, and when the button is pressed, a separate window is launched and an image of the received document is displayed. Also, as shown in Fig. 9, in this embodiment, when the "Create" button is pressed, it becomes possible to create a document, a "Document to Create" area for only document creation is displayed, and after document creation, a "Document to Send" area is displayed for sending the file path data to the partner.

[0050] [4. Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This embodiment can contribute to improving business efficiency and promoting appropriate management decisions by companies, thereby contributing to the achievement of SDGs Goals 8 and 9.

[0051] Furthermore, this embodiment can contribute to reducing waste and promoting paperless and electronic systems, thereby contributing to the achievement of SDGs Goals 12, 13, and 15.

[0052] Furthermore, this embodiment can contribute to strengthening control and governance, which can contribute to the achievement of Goal 16 of the SDGs.

[0053] 5. Other Embodiments The present invention may be implemented in various different embodiments other than those described above within the scope of the technical concept set forth in the claims.

[0054] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all or part of the processes described as being performed manually can be performed automatically using known methods.

[0055] Furthermore, 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 drawings can be changed as desired unless otherwise specified.

[0056] Furthermore, with regard to the document navigation device 100, the components shown in the drawings are functional concepts, and do not necessarily have to be physically configured as shown in the drawings.

[0057] For example, all or any part of the processing functions of the document navigation device 100, particularly the processing functions performed by the control unit 102, may be realized by a CPU and a program interpreted and executed by the CPU, or may be realized as hardware using wired logic. The program is recorded on a non-transitory computer-readable recording medium containing programmed instructions for causing the information processing device to execute the processes described in this embodiment, and is mechanically read by the document navigation device 100 as needed. That is, a computer program for providing instructions to the CPU in cooperation with the OS and performing various processes is recorded in a storage unit such as a ROM or HDD (Hard Disk Drive). The computer program is executed by being loaded into RAM, and cooperates with the CPU to form the control unit.

[0058] This computer program may also be stored in an application program server connected to the document navigation device 100 via any network, and all or part of it may be downloaded as needed.

[0059] Furthermore, the program for executing the processes described in this embodiment may be stored in a non-transitory computer-readable recording medium or configured as a program product. Here, the term "recording medium" includes any "portable physical medium" such as a memory card, a Universal Serial Bus (USB) memory, a Secure Digital (SD) card, a flexible disk, a magneto-optical disk, a ROM, an Erasable Programmable Read Only Memory (EPROM), an Electrically Erasable and Programmable Read Only Memory (EEPROM (registered trademark)), a Compact Disk Read Only Memory (CD-ROM), a Magneto-Optical disk (MO), a Digital Versatile Disk (DVD), and a Blu-ray (registered trademark) disc.

[0060] Furthermore, a "program" is a data processing method written in any language or description method, and does not matter whether it is in the form of source code or binary code. Note that a "program" is not necessarily limited to a single structure, but also includes a structure that is distributed as multiple modules or libraries, or a structure that achieves its function by cooperating with a separate program, such as an OS. Note that the specific configuration and reading procedure for reading a recording medium in each device shown in this embodiment, as well as the installation procedure after reading, can use well-known configurations and procedures.

[0061] The various databases stored in the memory unit 106 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 providing websites.

[0062] The document navigation 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 any peripheral device is connected. The document navigation device 100 may also be realized by installing software (including programs, data, etc.) that causes the device to perform the processes described in this embodiment.

[0063] Furthermore, the specific form of distribution and integration of the devices is not limited to that shown in the drawings, and all or part of them can be configured by functionally or physically distributing and integrating them in any unit depending on various additions or functional loads. In other words, the above-described embodiments can be implemented in any combination, or embodiments can be implemented selectively. [Industrial Applicability]

[0064] The present invention is useful in industries such as the financial industry, including the non-banking industry. [Explanation of symbols]

[0065] 100 Document navigation device 102 Control section 102a Project Application Acquisition Department 102b Document Navigation Section 102c Screen display section 104 Communication interface unit 106 Storage section 106a Document Navigation Database 108 Input / Output Interface Section 112 Input Device 114 Output Device 200 servers 300 Network

Claims

1. A document navigation device including a storage unit and a control unit, The storage unit a document navigation storage means for storing a document master set by linking the document data type, process type, and acquisition conditions; Equipped with The control unit a case application acquisition means for acquiring case application data in which a case status of the case is set; a document navigation means for selecting documents required for the case based on the document master and the case application data, and creating document data that is linked to the required documents, the data type, and the document status; a screen display means for displaying a document management screen that enables the necessary documents to be managed according to the data type based on the application data and the document data; A document navigation device comprising:

2. The document navigation storage means includes: Furthermore, a navigation condition linking master in which individual addition conditions for individually adding the document are set is stored, The document navigation means includes: The document navigation device described in claim 1, characterized in that, based on the navigation condition linking master, the document master, and the case application data, the documents for which the acquisition conditions are mandatory and / or the documents that satisfy the individual additional conditions are selected as the required documents for the case, and the document data is created by linking the required documents, the data type, and the document status.

3. The project application data is applicant data that sets an application participant of the case, and case data that sets the case status of the case, The individual additional conditions are:

3. The document navigation device according to claim 2, wherein the presence or absence of the application-related person to be individually added to the document is determined.

4. The screen display means The document navigation device according to claim 1, characterized in that the document management screen is displayed, which enables management of document creation of the required documents whose data type is a presented document based on the project application data and the document data, and enables management of detailed reference of the required documents whose data type is a received document.

5. The screen display means The document navigation device according to claim 4, characterized in that the document management screen is displayed so as to be capable of controlling the launch of a document creation screen for creating the required documents whose data type is the submitted documents based on the project application data and the document data, and capable of controlling the launch of a detail reference screen for detailed reference of the required documents whose data type is the received documents.

6. The screen display means The document navigation device of claim 5 further characterized in that, if the document status set in the document data is "not received," the instruction to launch the detailed reference screen cannot be accepted, and, if the document status set in the document data is not "not received," the instruction to launch the detailed reference screen can be accepted.

7. The document data is Furthermore, the case number and document code are linked and set, The screen display means Furthermore, the document navigation device according to claim 5, characterized in that when the case number is set on the document management screen and an instruction to launch the detailed reference screen is input, the relevant required document is identified using the case number and the document code as keys, and the detailed reference screen is launched for detailed reference of the required document.

8. The project application data is 5. The document navigation device according to claim 1, further comprising: property data that sets properties corresponding to the case; and fund data for managing repayment of the case.

9. A document navigation method to be executed by a document navigation device having a storage unit and a control unit, The storage unit a document navigation storage means for storing a document master set by linking the document data type, process type, and acquisition conditions; Equipped with Executed in the control unit: a case application acquisition step for acquiring case application data in which a case status of the case is set; a document navigation step of selecting documents required for the case based on the document master and the case application data, and creating document data that links the required documents, the data type, and the document status; a screen display step of displaying a document management screen that enables the necessary documents to be managed according to the data type based on the application data and the document data; 1. A method of document navigation comprising:

10. A document navigation program to be executed by a document navigation device having a storage unit and a control unit, The storage unit a document navigation storage means for storing a document master set by linking the document data type, process type, and acquisition conditions; Equipped with In the control unit, a case application acquisition step for acquiring case application data in which a case status of the case is set; a document navigation step of selecting documents required for the case based on the document master and the case application data, and creating document data that links the required documents, the data type, and the document status; a screen display step of displaying a document management screen that enables the necessary documents to be managed according to the data type based on the application data and the document data; A document navigation program for running

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