Entry terminal, exchange system, method, and program
The entry terminal and system streamline data entry for long names by automatically indicating continuation in the remarks field, reducing operator workload in financial transfer systems.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-09-19
- Publication Date
- 2026-04-01
AI Technical Summary
In financial transfer systems, when a remitter's name exceeds 48 characters, the additional characters must be manually entered in a remarks field, increasing operator workload.
An entry terminal and system that displays an entry screen with a requester name field and a remarks field, automatically indicating the continuation of the input content in the remarks field when characters are entered beyond the 48-character limit.
Reduces operator workload by simplifying the entry process for long names, ensuring seamless data input without additional manual steps.
Smart Images

Figure 2026055854000001_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to an entry terminal, a foreign exchange system, a method, and a program.
Background Art
[0002] In financial institutions, transfer processing is performed by the cooperation of branch offices and a centralized center. For example, a requester visits a branch office of a financial institution, fills in necessary items in a predetermined transfer request form, and submits the transfer request form to the counter. This transfer request form includes a plurality of items.
[0003] When the transfer request form is submitted to the counter, the transfer request form is then read by a scanner of the counter receiving terminal. By performing character recognition on the image data of the transfer request form by the scanner of the receiving terminal, character recognition results corresponding to each of the plurality of items of the transfer request form are obtained. Then, the first transfer data including the character recognition results and the image data is transmitted from the receiving terminal at the counter to the centralized center system. In the centralized center system, the first operator (hereinafter also referred to as "entry person") visually checks the image data of each of the plurality of items and, if necessary, modifies and inputs the character recognition results corresponding to each of the plurality of items. The character recognition results or the corrected results of the character recognition results are transmitted to the foreign exchange server as entry data. A screen for the first operator to visually check the image data of each of the plurality of items and, if necessary, modify and input the character recognition results corresponding to each of the plurality of items is defined as an entry data input screen.
[0004] Then, the second operator (hereinafter also referred to as "verifier") inputs the character recognition results separately from the entry data for the image data of each item of the transfer request form and the corresponding character recognition results. Alternatively, the second operator modifies and inputs the entry data of each item of the transfer request form. The data input by the second operator or the corrected result of the entry data is transmitted to the foreign exchange server as verification data. The foreign exchange server determines whether the entry data and the verification data match.
[0005] If the entry data and the verified data match, the centralized system generates a destination message based on the transfer data, and the transfer is executed when the destination message is sent to the host. A destination message is a communication message generated by the financial institution that is sending the transfer or remittance and sent to the financial institution that is receiving it.
[0006] If there are any discrepancies between the entry data and the verified data, a third operator (hereinafter also referred to as the "approver") will either approve or reject the verified data for the discrepant items.
[0007] Furthermore, the input field for the remarks field, which will be described later, is an input field for correcting or entering the character recognition results of the remarks field on the bank transfer request form as needed. [Prior art documents] [Patent Documents]
[0008] [Patent Document 1] Japanese Patent Publication No. 2023-33672 [Overview of the project] [Problems that the invention aims to solve]
[0009] In the entry data input screen of the foreign exchange system, the input field for correcting or entering the character recognition result of the remitter's name on the transfer request form is usually limited to 48 characters. Therefore, if the remitter's name has 49 characters or more, the characters from the 49th character onwards should be entered in the remarks field on the entry data input screen of the foreign exchange system.
[0010] In this case, it was necessary to make it clear that the rest of the client's name was being entered in the remarks field. To achieve this, when entering entry data, a phrase indicating that the rest of the client's name was being entered in the remarks field was added to the beginning of the remarks field. This required the extra step of entering the 49th character and beyond of the client's name into the remarks field.
[0011] This invention has been made in view of the above-mentioned problems, and its purpose is to reduce the workload of operators. [Means for solving the problem]
[0012] To solve the aforementioned problems, according to one aspect of the present invention, an entry terminal is provided which displays an entry screen including image data and character recognition results of a transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks column, and which, when characters are entered in the input area at the end of the requester name field, displays a string indicating the continuation of the input content of the requester name field in the remarks field.
[0013] Furthermore, according to another aspect of the present invention, a foreign exchange system is provided which displays an entry screen including image data and character recognition results of a transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks column, and when characters are entered in the input area at the end of the requester name field, displays a string indicating the continuation of the input content of the requester name field in the remarks field.
[0014] Furthermore, according to another aspect of the present invention, a display method for inputting a client's name in a foreign exchange system is provided, which includes the steps of: displaying an entry screen that includes image data and character recognition results of a transfer request form, a client name field indicating the name of the client requesting the transfer, and a remarks field as a remarks column; and, when characters are entered in the input area at the end of the client name field, displaying a string indicating the continuation of the input content of the client name field in the remarks field.
[0015] Furthermore, according to another aspect of the present invention, a program is provided that causes a computer to function as an entry terminal, which includes a display control unit that displays an entry screen including image data and character recognition results of a transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks column, and when characters are entered in the input area at the end of the requester name field, displays a string indicating the continuation of the input content of the requester name field in the remarks field. [Effects of the Invention]
[0016] As described above, the present invention contributes to reducing the workload of operators. [Brief explanation of the drawing]
[0017] [Figure 1] This figure shows the configuration of an exchange system according to an embodiment of the present invention. [Figure 2] This diagram shows the functional configuration of the foreign exchange server. [Figure 3] This diagram shows the functional configuration of the entry terminal. [Figure 4] This diagram shows the functional configuration of the verify terminal. [Figure 5] This diagram shows the functional configuration of the approval terminal. [Figure 6] This figure shows the hardware configuration of an entry terminal according to an embodiment of the present invention. [Figure 7] This figure shows an example of a bank transfer request form. [Figure 8]It is a diagram showing an example of a filled-in transfer request form. [Figure 9] It is a diagram showing an entry screen according to the first embodiment of the present invention. [Figure 10] It is a diagram showing an example in which a character string showing the continuation of the input content in the requester name field is displayed in the input field of the remarks field on the entry screen according to the first embodiment of the present invention. [Figure 11] It is a diagram showing a verification screen according to the first embodiment of the present invention. [Figure 12] It is a diagram showing a verification screen according to the second embodiment of the present invention. [Figure 13] It is a diagram showing an overall operation example of an exchange system. [Figure 14] It is a diagram showing an overall operation example of an exchange system. [Figure 15] It is a flowchart showing entry reception processing. [Figure 16] It is a flowchart showing a modified example of entry reception processing. [Figure 17] It is a flowchart showing verification detection processing.
Embodiments for Carrying Out the Invention
[0018] Hereinafter, preferred embodiments of the present invention will be described with reference to the accompanying drawings.
[0019] First Embodiment <1.1 Configuration of Exchange System>
[0020] Figure 1 shows the configuration of a foreign exchange system according to an embodiment of the present invention. As shown in Figure 1, the foreign exchange system 1 includes a branch system 2, a centralized center system 3, and a host 30. The branch system 2 and the centralized center system 3 are connected via a network N. The branch system 2 consists of a scanner 11 and a branch terminal 12. The scanner 11 reads documents and performs character recognition processing on the documents. For example, the scanner 11 reads a transfer request form with the necessary information filled in by the transfer requester and performs character recognition processing. As a result, image data of the transfer request form and the character recognition results of the transfer request form are obtained. The branch terminal 12 is a terminal used by bank employees engaged in counter services at branch offices. The branch terminal 12 may be, for example, a PC (Personal Computer). In addition, although Figure 1 shows an example where the scanner 11 and the branch terminal 12 are separate devices, the functions of the scanner 11 and the branch terminal 12 may be integrated into a single device. The centralized center system 3 consists of a foreign exchange server 20, an entry terminal 26, a verify terminal 27, an approval terminal 28, and a communication gateway 29. Host 30 executes the transfer based on the receipt of the outgoing message. The flow of the transfer processing in the foreign exchange system will be explained later.
[0021] <1.2 Functional Configuration of the Foreign Exchange Server> Figure 2 shows the functional configuration of a foreign exchange server 20 according to an embodiment of the present invention. As shown in Figure 2, the foreign exchange server 20 consists of a control unit 220, a storage unit 230, and a communication unit 240.
[0022] The control unit 220 is composed of a CPU (Central Processing Unit) and the like, and its functions can be realized when the program stored in the memory unit 230 is loaded into RAM (Random Access Memory) by the CPU and executed. In this case, the foreign exchange server 20 may be equipped with a computer-readable recording medium on which the program is stored. Furthermore, the control unit 220 may be composed of dedicated hardware or a combination of multiple hardware components.
[0023] As shown in Figure 2, the control unit 220 comprises an acquisition unit 221, a processing unit 222, and a transmission control unit 223. Details of each of these functional units of the control unit 220 will be described later.
[0024] The memory unit 230 is a memory device capable of storing programs and data for operating the control unit 220. For example, the memory device is a non-volatile memory device.
[0025] The communication unit 240 is configured with a communication interface and communicates with the branch terminal 12 of the branch system 2 in Figure 1 via the network N. Furthermore, the communication unit 240 communicates with the other terminals (entry terminal 26, verify terminal 27, and approval terminal 28) via the network N within the centralized center system 3.
[0026] The configuration of the foreign exchange server 20 according to the embodiment of the present invention has been described above.
[0027] <1.3 Functional Configuration of Entry Terminals> Figure 3 is a diagram showing the functional configuration of an entry terminal 26 according to an embodiment of the present invention. As shown in Figure 3, the entry terminal 26 comprises an input unit 261, a control unit 262, a storage unit 266, a communication unit 267, and a display unit 268.
[0028] The input unit 261 accepts operations from the user. In one embodiment of the present invention, the input unit 261 is implemented as a mouse and keyboard. However, the input unit 261 is not limited to these. For example, the input unit 261 may be a touch panel, an electronic pen, or another input device.
[0029] The control unit 262 is composed of a CPU or the like, and its function can be realized when the program stored in the memory unit 266 is loaded into RAM by the CPU and executed. In this case, the entry terminal 26 may be equipped with a computer-readable recording medium on which the program is stored. Alternatively, the control unit 262 may be composed of dedicated hardware, or it may be composed of a combination of multiple hardware components.
[0030] As shown in Figure 3, the control unit 262 comprises an acquisition unit 263, a determination unit 264, and a display control unit 265. Details of each of these functional units of the control unit 262 will be described later.
[0031] The memory unit 266 is a memory device capable of storing programs and data for operating the control unit 262. For example, the memory device is a non-volatile memory device.
[0032] The communication unit 267 is configured with a communication interface and communicates with the exchange server 20 via the network N within the centralized center system 3. Furthermore, the communication unit 267 communicates with the other terminals (verification terminal 27 and approval terminal 28) via the network N within the centralized center system 3.
[0033] The display unit 268 displays various information according to the control of the control unit 262. For example, the display unit 268 can display the entry screen 50. The display unit 268 may be a liquid crystal display (LCD) or an OLED (Organic Light Emitting Diode) device.
[0034] The configuration of the entry terminal 26 according to the embodiment of the present invention has been described above.
[0035] <1.4 Functional Configuration of the Verification Terminal> Figure 4 is a diagram showing the functional configuration of a verify terminal 27 according to an embodiment of the present invention. As shown in Figure 4, the verify terminal 27 comprises an input unit 271, a control unit 272, a storage unit 276, a communication unit 277, and a display unit 278.
[0036] The input unit 271 accepts operations from the verifier. In embodiments of the present invention, the input unit 271 is implemented as a mouse and keyboard, for example. However, the input unit 271 is not limited to these. For example, the input unit 271 may be a touch panel, an electronic pen, or another input device.
[0037] The control unit 272 is composed of a CPU or the like, and its function can be realized when the program stored in the memory unit 276 is loaded into RAM by the CPU and executed. In this case, the verify terminal 27 may be equipped with a computer-readable recording medium on which the program is stored. Alternatively, the control unit 272 may be composed of dedicated hardware, or it may be composed of a combination of multiple hardware components.
[0038] As shown in Figure 4, the control unit 272 comprises an acquisition unit 273, a detection unit 274, and a display control unit 275. Details of each of these functional units of the control unit 272 will be described later.
[0039] The memory unit 276 is a memory device capable of storing programs and data for operating the control unit 272. For example, the memory device is a non-volatile memory device.
[0040] The communication unit 277 is configured with a communication interface and communicates with the exchange server 20 via the network N within the centralized center system 3. Furthermore, the communication unit 277 communicates with the other terminals (entry terminal 26 and approval terminal 28) via the network N within the centralized center system 3.
[0041] The display unit 278 displays various information according to the control of the control unit 272. For example, the display unit 278 can display a verify screen. Here, the form of the display unit 278 is not particularly limited. For example, the display unit 278 may be a liquid crystal display device or an OLED device.
[0042] The configuration of the verify terminal 27 according to the embodiment of the present invention has been described above.
[0043] <1.5 Functional Configuration of Approval Terminals> Figure 5 is a diagram showing the functional configuration of an approval terminal 28 according to an embodiment of the present invention. As shown in Figure 5, the approval terminal 28 comprises an input unit 281, a control unit 282, a storage unit 286, a communication unit 287, and a display unit 288.
[0044] The input unit 281 accepts operations from the approver. In one embodiment of the present invention, the input unit 281 is implemented as a mouse and keyboard. However, the input unit 281 is not limited to these. For example, the input unit 281 may be a touch panel, an electronic pen, or another input device.
[0045] The control unit 282 is composed of a CPU and the like, and its function can be realized when the program stored in the memory unit 286 is loaded into RAM by the CPU and executed. In this case, the approval terminal 28 may be equipped with a computer-readable recording medium on which the program is recorded. Alternatively, the control unit 282 may be composed of dedicated hardware, or it may be composed of a combination of multiple hardware components.
[0046] As shown in Figure 5, the control unit 282 comprises an acquisition unit 283, a processing unit 284, and an output control unit 285. Details of each of these functional units of the control unit 282 will be described later.
[0047] The memory unit 286 is a memory device capable of storing programs and data for operating the control unit 282. For example, the memory device is a non-volatile memory device.
[0048] The communication unit 287 is configured with a communication interface and communicates with the exchange server 20 via the network N within the centralized center system 3. Furthermore, the communication unit 287 communicates with the other terminals (entry terminal 26 and verify terminal 27) via the network N within the centralized center system 3.
[0049] The display unit 288 displays various information according to the control of the control unit 282. For example, the display unit 288 can display an approval screen. Here, the form of the display unit 288 is not particularly limited. For example, the display unit 288 may be a liquid crystal display device or an OLED device.
[0050] The configuration of the approval terminal 28 according to the embodiment of the present invention has been described above.
[0051] <1.6 Hardware Configuration> Next, an example of the hardware configuration of the entry terminal 26 according to an embodiment of the present invention will be described. In the following, an example of the hardware configuration of the information processing device 900 will be used as an example of the hardware configuration of the entry terminal 26 according to an embodiment of the present invention. The hardware configurations of the verify terminal 27, the approval terminal 28, and the exchange server 20 can also be realized in the same way as the hardware configuration of the entry terminal 26.
[0052] The hardware configuration examples of the information processing device 900 described below are merely examples of the hardware configurations for the entry terminal 26, verify terminal 27, approval terminal 28, and exchange server 20. Therefore, the hardware configurations of the entry terminal 26, verify terminal 27, approval terminal 28, and exchange server 20 may be modified by removing unnecessary components from the hardware configuration of the information processing device 900 described below, or by adding new components.
[0053] Figure 6 shows the hardware configuration of an information processing device 900 as an example of an entry terminal 26 according to an embodiment of the present invention. The information processing device 900 includes a CPU 901, a ROM 902, a RAM 903, a host bus 904, a bridge 905, an external bus 906, an input device 908, an output device 909, a storage device 910, and a communication device 911.
[0054] The CPU 901 functions as both an arithmetic processing unit and a control unit, controlling the overall operation of the information processing unit 900 according to various programs. The control unit 262 of the entry terminal 26 may be implemented by the CPU 901. The CPU 901 may also be a microprocessor. The ROM 902 stores programs and arithmetic parameters used by the CPU 901. The RAM 903 temporarily stores programs used in the execution of the CPU 901 and parameters that change as appropriate during its execution. These are interconnected by a host bus 904, which consists of a CPU bus and the like.
[0055] The host bus 904 is connected to an external bus 906, such as a PCI (Peripheral Component Interconnect / Interface) bus, via a bridge 905. It is not necessary to configure the host bus 904, bridge 905, and external bus 906 separately; these functions may be implemented on a single bus.
[0056] The input device 908 consists of input means for the user to input information, such as a mouse, keyboard, touch panel, buttons, microphone, switches, and levers, and an input control circuit that generates input signals based on the user's input and outputs them to the CPU 901. The input section 261 of the entry terminal 26 can be implemented by the CPU 901. A user operating the information processing device 900 can input various types of data to the information processing device 900 or instruct it to perform processing operations by operating this input device 908.
[0057] The output device 909 includes, for example, a CRT (Cathode Ray Tube) display device, a liquid crystal display device, and an OLED device. The display unit 268 of the entry terminal 26 may be implemented by the CPU 901.
[0058] The storage device 910 is a device for storing data. The storage device 910 may include a storage medium, a recording device for recording data on the storage medium, a reading device for reading data from the storage medium, and a deletion device for deleting data recorded on the storage medium. Taking the entry terminal 26 as an example, it corresponds to the storage unit 266. The storage device 910 is composed of, for example, an HDD (Hard Disk Drive). This storage device 910 drives the hard disk and stores programs executed by the CPU 901 and various data.
[0059] The communication device 911 is, for example, a communication interface composed of communication devices for connecting to the network N. The communication unit 267 of the entry terminal 26 may be implemented by the CPU 901. The communication device 911 may support either wireless or wired communication.
[0060] The above describes an example of the hardware configuration of an information processing device 900 as an example of an entry terminal 26 according to an embodiment of the present invention. <1.6 Explanation of the bank transfer request form and screen> Referring to Figures 1 to 11, the flow of the foreign exchange system according to an embodiment of the present invention, along with the transfer request form and screen, will be explained.
[0061] Figure 7 shows a specific example of a bank transfer request form 40. As shown in Figure 7, the bank transfer request form 40 includes fields for filling in multiple items. For example, the multiple items include the name of the financial institution 401, the branch name 402, the type of deposit 403, the account number 404, the transfer amount 405, the recipient's name (in katakana) 406, the recipient's name (in kanji) 407, the sender's name (in katakana) 408, the sender's name (in kanji) 409, and a remarks field 410.
[0062] Figure 8 shows a completed bank transfer request form 41. As shown in Figure 8, the bank transfer request form 41 shows an example of the entire form when the remitter's name is 48 characters or longer.
[0063] For example, the scanner 11 shown in Figure 1 obtains character recognition results corresponding to each of several items by performing character recognition processing on the image data of the transfer request form 40. More specifically, the scanner 11 obtains character recognition results corresponding to each item by performing character recognition processing on at least a portion of the entry fields for each item in the image data of the transfer request form 40. The branch terminal 12 transmits the first transfer data, which includes the image data of the transfer request form 40 obtained by the scanner 11 and the character recognition results corresponding to each item, to the centralized center system 3.
[0064] The foreign exchange server 20 is an example of a transfer management device that stores the first transfer data transmitted from the branch terminal 12. The foreign exchange server 20 manages the transmission of data to the entry terminal 26, the verify terminal 27, and the approval terminal 28, etc. For example, the foreign exchange server 20 obtains extracted image data corresponding to each item by extracting the entry fields for each item from the image data of the transfer request form 40. Image data is image data. The foreign exchange server 20 transmits the second transfer data, which includes the extracted image data corresponding to each item and the character recognition results, to the entry terminal 26.
[0065] The entry terminal 26 is used by the entrants of the centralized center system 3. The entry screen 50 of the entry terminal 26 displays the extracted image data and character recognition results corresponding to each item in the second transfer data transmitted from the foreign exchange server 20, linked to the item name. The entrant visually checks the extracted image data corresponding to the item, and if they determine that the character recognition result for that item is incorrect, they input a correction for that character recognition result.
[0066] Figure 9 shows the entry screen 50. As shown in Figure 9, the entry screen 50 displays extracted image data and character recognition results corresponding to each of the multiple items included in the transfer request form. Extracted image data is data obtained by extracting the input fields for each item from the image data of the transfer request form 40. The extracted image data for the requester's telephone number is displayed in the display field 501. The character recognition result for the requester's telephone number is displayed in the input field 502.
[0067] The extracted image data of the account number is displayed in display field 503. The character recognition result of the account number is displayed in input field 504. The extracted image data of the requester's name in kanji is displayed in display field 505. The extracted image data of the requester's name in katakana is displayed in display field 506. The character recognition result of the requester's name in katakana is displayed in input field 507. The extracted image data of the recipient's name in kanji is displayed in display field 508.
[0068] The extracted image data of the recipient's name in katakana is displayed in display field 509. The character recognition result of the recipient's name in katakana is displayed in input field 510. The extracted image data of the recipient's financial institution name is displayed in display field 511. The character recognition result of the recipient's financial institution name is displayed in input field 512. The extracted image data of the branch name is displayed in display field 513. The character recognition result of the branch name is displayed in input field 514.
[0069] The extracted image data for the amount is displayed in display field 515. The character recognition result for the amount is displayed in input field 516. The extracted image data for the remarks field is displayed in display field 517. The character recognition result for the remarks field is displayed in input field 518. The entry screen 50 also includes a send button 540.
[0070] Typically, the remitter's name in katakana field 408 on the bank transfer request form 40 is less than 48 characters (see Figure 7), and here we will use 32 characters as an example. Figure 9 shows the display format of the entry screen 50, specifically the display field 506 and the input field 507, when the remitter's name in katakana field 408 on the bank transfer request form 40 is 32 characters.
[0071] Figure 10 shows the entry screen 550. The entrant enters the client's name in kana from the 33rd character onward into the client's name in kana input field 519. Specifically, the entrant enters the characters "IKEI ELEMNU OKA BUSHIKI GA" from the 33rd to the 48th character of the client's name in kana into the client's name in kana input field 519. When the 48th character of the client's name in kana, "GA", is entered into the client's name in kana input field 519, the string "I) TSUZUKI" is displayed in input field 520. Then, the entrant enters the characters "ISHA" from the 49th character onward into input field 520. The string "I) TSUZUKI" in input field 520 and the display when the client's name in kana from the 49th character onward is entered are shown in the entry screen 550 of Figure 10.
[0072] The character recognition results for each item, or the data of the character recognition results corrected by the entrant, are sent as entry data from the entry terminal 26 to the exchange server 20 (for example, based on the press of the send button 540) and stored in the exchange server 20. The exchange server 20 then sends the third transfer data, which includes the extracted image data and entry data corresponding to each item, to the verify terminal 27.
[0073] The verification terminal 27 is a terminal used by the verifiers of the centralized center system 3. The verification screen 60 of the verification terminal 27 displays the extracted image data and entry data corresponding to each item included in the third transfer data transmitted from the foreign exchange server 20, with the item names associated with the data.
[0074] The verifier visually inspects the extracted image data corresponding to each item, and if they determine that the entry data corresponding to each item is incorrect, they correct the entry data, which is then accepted by the input unit 271.
[0075] Figure 11 shows a specific example of the verify screen 60. As shown in Figure 11, the verify screen 60 displays extracted image data and entry data corresponding to each of the multiple items included in the transfer request form. For example, the extracted image data is displayed in the corresponding image display field, and the entry data is displayed in the corresponding item input field. As an example, the extracted image data of the requester's telephone number is displayed in the requester's telephone number image display field 600, and the character recognition correction result of the requester's telephone number entry data is displayed in the requester's telephone number input field 620.
[0076] The input results from the verifier (for example, based on the press of the send button 640) are sent as verified data from the verify terminal 27 to the exchange server 20 and stored in the exchange server 20. The verified data is the result of character recognition input by the verifier, corresponding to the confirmation result of the entry data, the correction result, or the extracted image data of each item. The exchange server 20 determines whether the verified data matches the entry data corresponding to all items.
[0077] If the entry data and the verified data match in all fields, the foreign exchange server 20 sends a forwarding message containing the verified data (or entry data) corresponding to all fields to the host 30 via the communication gateway 29. In this embodiment, the fields include the requester's telephone number, account number, requester's name, recipient's name, recipient's financial institution name, branch name, amount, and remarks. The host 30 then receives the forwarding message. Based on the receipt of the forwarding message, the host 30 executes the transfer. The execution of the transfer completes one transfer transaction.
[0078] If the foreign exchange server 20 finds any discrepancies between the entry data and the verified data, it sends the fourth transfer data to the approval terminal 28, which includes the corresponding extracted image data and verified data for each item, as well as information indicating the items that do not match.
[0079] The approval terminal 28 is a terminal used by approvers of the centralized center system 3. On the approval screen of the approval terminal 28, extracted image data corresponding to each item in the fourth transfer data transmitted from the foreign exchange server 20 is displayed, associated with the item name. Furthermore, the verified data corresponding to each item is displayed, associated with the item name. For example, the extracted image data is displayed in the corresponding image display field, and the verified data is displayed in the corresponding item input field.
[0080] The approver visually inspects the extracted image data corresponding to each item and approves the document if they determine that there are no errors in the verified data. Conversely, if the approver visually inspects the extracted image data corresponding to each item and determines that there are errors in the verified data, they reject the document. In this case, the approval screen applies a predetermined modification to the verified data corresponding to the items where the data does not match. This makes it easy for the approver to identify items where the data does not match.
[0081] <1.7 Operation Processing> Next, we will refer to Figures 13 to 15 to explain an example of the overall operation of the exchange system 1.
[0082] Figures 13 to 15 show an example of the overall operation of the foreign exchange system 1 according to an embodiment of the present invention. When a client visits a branch office, fills in the necessary information on a designated transfer request form 40, and submits the transfer request form 40 to the counter, the bank employee has the scanner 11 read the transfer request form 40.
[0083] Scanner 11 obtains image data by reading the transfer request form 40. Furthermore, scanner 11 obtains character recognition results corresponding to each of the multiple items by performing character recognition processing on the image data of the transfer request form 40. Scanner 11 generates first transfer data including the character recognition results and image data. More specifically, scanner 11 obtains character recognition results corresponding to each item by performing character recognition processing on at least a portion of the entry fields for each item in the image data of the transfer request form 40. Branch terminal 12 transmits the first transfer data, including the image data of the transfer request form 40 obtained by scanner 11 and the character recognition results corresponding to each item, to the foreign exchange server 20 (step S11).
[0084] In the foreign exchange server 20, the first transfer data received by the communication unit 240 is acquired by the acquisition unit 221. The processing unit 222 stores the image data of the transfer request form 40 included in the first transfer data in the storage unit 230, and generates extracted image data corresponding to each item by extracting the entry fields for each item from the image data (step S12). The processing unit 222 stores the extracted image data corresponding to each item in the storage unit 230. Then, the transmission control unit 223 controls the communication unit 240 to transmit the second transfer data, which includes the extracted image data corresponding to each item and the character recognition results, to the entry terminal 26 (step S13).
[0085] In the entry terminal 26, the second transfer data received by the communication unit 267 is acquired by the acquisition unit 263. The display control unit 265 controls the display unit 268 to display an entry screen 50 that includes cropped image data and character recognition results corresponding to each of the multiple items, based on the second transfer data (step S14). For example, the cropped image data is displayed in the corresponding image display field on the entry screen 50, and the character recognition results are displayed in the corresponding item input field on the entry screen 50.
[0086] The entrant visually inspects the cropped image data corresponding to the item, and if they determine that the character recognition result for that item is incorrect, they input a correction to the character recognition result to the input unit 261. Then, the entry terminal 26 performs the entry acceptance process (step S15).
[0087] An example of the operation of the entry acceptance process in S15 will be explained with reference to Figure 15.
[0088] The input unit 261 receives a correction input for the character recognition result, which is then acquired by the acquisition unit 263 (step S51). The determination unit 264 determines whether the received input area is the client name field (step S52). The client name field is either the client name kana input field 507 or the client name kana input field 519. If the received input area is not the client name field (step S52; NO), the determination unit 264 determines whether the send button 540 has been pressed (step S56). If the send button 540 has been pressed (step S56; YES), the entry acceptance process ends.
[0089] If the received input field is the requester name field (step S52; YES), the determination unit 264 determines whether or not a character has been entered in the input field for the 48th character of the request name field (step S53). If the determination unit 264 determines that no input has been made in the input field for the 48th character of the request name field (step S53; NO), the determination unit 264 determines whether the send button 540 has been pressed (step S56). If the send button 540 has been pressed (step S56; YES), the entry reception process ends.
[0090] If the determination unit 264 determines that input has been made in the input area for the 48th character of the request name field (step S53; YES), the display control unit 265 controls the display to show the characters "I) Continued" at the beginning of the input field of the remarks field, and the display unit 268 displays it (step S54). The input unit 261 accepts input from the 49th character onward of the requester's name in the input field of the remarks field, and the display unit 268 displays it (step S55). The determination unit 264 determines whether the send button 540 has been pressed (step S56), and repeats the above operation until the send button 540 is pressed. If the send button 540 is pressed (step S56; YES), the entry acceptance process ends.
[0091] The above describes the operation flow of the entry acceptance process.
[0092] Returning to Figure 13, when the submit button 540 on the entry screen 50 is pressed by the entrant and the entry acceptance process (step S15) is completed, the display control unit 265 controls the communication unit 267 to send the character recognition result or the result of the entrant's correction of the character recognition result corresponding to each item to the exchange server 20 as entry data corresponding to each item (step S16). The entry data also includes data indicating the presence or absence of a string (e.g., "I) Tsuzuki") that indicates that the 49th character onwards of the requester name field has been entered in the remarks field.
[0093] In the foreign exchange server 20, when the entry data corresponding to each item received by the communication unit 240 is acquired by the acquisition unit 221, the processing unit 222 stores the entry data corresponding to each item in the storage unit 230. Then, the transmission control unit 223 controls the communication unit 240 to transmit the third transfer data, which includes the extracted image data and the entry data corresponding to each item, to the verify terminal 27 (step S17). At this time, the entry data also includes data indicating the presence or absence of a string (e.g., "I) Tsuzuki") that indicates that the 49th character onwards of the requester name field has been entered in the remarks field.
[0094] In the verify terminal 27, the third transfer data received by the communication unit 277 is acquired by the acquisition unit 273. The display control unit 275 controls the display unit 278 to display a verify screen 60 that shows entry data corresponding to the extracted image data corresponding to each of the multiple items, based on the third transfer data (step S18).
[0095] The verifier visually inspects the extracted image data for each item, and if they determine that the entry data corresponding to each item is incorrect, they input a correction to the entry data to the input unit 271 (step S18). The detection unit 274 corrects the entry data according to the correction input.
[0096] For example, when the verifier presses the send button 640 on the verification screen 60, the display control unit 275 controls the communication unit 277 to send the entry data or the result of modifying the entry data corresponding to each item to the exchange server 20 as the verification data corresponding to each item (step S19).
[0097] In the exchange server 20, once the verification data corresponding to each item received by the communication unit 240 is acquired by the acquisition unit 221, the processing unit 222 stores the verification data corresponding to each item in the storage unit 230.
[0098] For the processing steps following the exchange server 20's determination of whether the entry data and the verified data match, please refer to Figure 14. The processing unit 222 determines whether the entry data and the verified data match for all items (step S31).
[0099] If the processing unit 222 determines that the entry data and the verified data match for all items (step S31; YES), the transmission control unit 223 controls the communication unit 240 to send a destination message containing the verified data (or entry data) corresponding to each item to the host 30 via the communication gateway 29 (step S32). The host 30 then receives the destination message. Based on the receipt of the destination message, the host 30 executes the transfer. The execution of the transfer completes one transfer transaction.
[0100] On the other hand, if the processing unit 222 determines that there are items that do not match between the entry data and the verified data (step S31; NO), the transmission control unit 223 controls the communication unit 240 to transmit the fourth transfer data, which includes the extracted image data and verified data corresponding to each item, to the approval terminal 28 (step S33).
[0101] In the approval terminal 28, the fourth transfer data received by the communication unit 287 is acquired by the acquisition unit 283. Based on the fourth transfer data, the output control unit 285 controls the display unit 288 to display an approval screen that includes cropped image data and verified data corresponding to each item (step S34).
[0102] The approver visually inspects the extracted image data corresponding to each item, and if they determine that the verified data corresponding to each item is correct, they perform an approval operation on the input unit 281. For example, the approval operation may be the pressing of the "Approve" button.
[0103] Meanwhile, the approver visually inspects the extracted image data corresponding to each item, and if they determine that there are items with incorrect verified data, they input a return operation to the input unit 281. For example, the return operation may be the pressing of the "Return" button.
[0104] The operation entered by the approver is received by the input unit 281 (step S35) and acquired by the acquisition unit 283. The output control unit 285 controls the communication unit 287 to transmit the operation entered by the approver to the exchange server 20 (step S36).
[0105] In the foreign exchange server 20, when the operation entered by the approver, received by the communication unit 240, is acquired by the acquisition unit 221, the processing unit 222 determines whether the operation entered by the approver is a return operation (step S37). If the processing unit 222 determines that the operation entered by the approver is an approval operation (step S37; NO), it controls the communication unit 240 to send a destination message containing the verify data (or entry data) corresponding to each item to the host 30 via the communication gateway 29 (step S38). At this time, the host 30 receives the destination message. Based on the receipt of the destination message, the host 30 executes the transfer. The execution of the transfer completes one transfer.
[0106] On the other hand, if the processing unit 222 determines that the operation entered by the approver is a rollback operation (step S37; YES), the transmission control unit 223 controls the communication unit 240 to transmit the fourth transfer data, which includes the extracted image data and verify data corresponding to each item, to the verify terminal 27 (step S39).
[0107] In the verify terminal 27, the fourth transfer data received by the communication unit 277 is acquired by the acquisition unit 273. The display control unit 275 controls the display unit 278 to display the returned verify screen 60, which includes the extracted image data and verify data corresponding to each item, based on the fourth transfer data (step S40).
[0108] The verifier visually inspects the extracted image data corresponding to each item, and if they determine that there is an item in the verified data that is incorrect, they input a correction to the verified data to the input unit 271. The correction to the verified data is accepted by the input unit 271 (step S41) and acquired by the acquisition unit 273. The detection unit 274 corrects the verified data according to the correction input.
[0109] For example, when the send button 640 on the verification screen 60 after the return by the verifier is pressed, the control unit 272 controls the communication unit 277 to send the verification data or the result of the correction of the verification data corresponding to each item to the exchange server 20 (step S42).
[0110] In the exchange server 20, when the acquisition unit 221 acquires the verified data or the corrected result of the verified data corresponding to each item received by the communication unit 240, the processing unit 222 updates the verified data corresponding to each item stored in the storage unit 230 with the verified data or the corrected result of the verified data corresponding to each item. Then, after the verified data corresponding to each item is replaced with the updated verified data, S33 is executed again.
[0111] The above describes an overall example of the operation of the foreign exchange system 1 according to an embodiment of the present invention.
[0112] According to a first embodiment of the present invention, a foreign exchange system that can contribute to reducing the workload of operators may be provided. <1.7 Variation>
[0113] In a modified version of the first embodiment, during the entry acceptance process, when a character is entered in the input field for the 48th character of the requester name field, the cursor automatically moves to the remarks field.
[0114] Refer to Figure 16. The processes S511, S521, S531, S551, and S561 in Figure 16 correspond to S51, S52, S53, S55, and S56 in Figure 15, respectively. In the entry reception process of S15 in Figure 13, the determination unit 264 determines that a character has been entered in the input area of the 48th character of the client name field (step S531). At that time, the display control unit 265 controls the display to show the characters "I) Continued" at the beginning of the remarks field, and the display unit 268 displays it. At that time, the display control unit 265 may move the cursor from the client name field to the remarks field (step S541).
[0115] The first embodiment of the present invention has been described above.
[0116] 2. Second Embodiment Next, a second embodiment of the present invention will be described.
[0117] <2.1 Operation Processing>
[0118] The exchange system 1 according to the second embodiment differs from the exchange system 1 according to the first embodiment in the method of displaying the verification screen when inputting verify data.
[0119] The difference from the exchange system 1 according to the first embodiment is that the verify terminal 27 performs a verify detection process before step S18 in Figure 13. The operation flow of the verify detection process in the second embodiment will be explained with reference to Figure 17.
[0120] The acquisition unit 273 acquires entry data (step S61). The entry data also includes data indicating the presence or absence of a string that indicates that the 49th character onwards of the client name field has been entered in the remarks field (e.g., "I) Continued"). The detection unit 274 determines whether or not it has detected string data in the acquired entry data that indicates the continuation of the content entered in the client name field in the remarks field (e.g., "I) Continued") (step S62).
[0121] If the detection unit 274 does not detect any string data in the acquired entry data that indicates the continuation of the input content in the requester name field in the remarks field (e.g., "I) Continued"), the verification detection process terminates.
[0122] If the detection unit 274 detects in the acquired entry data a string data indicating a continuation of the input content in the requester name field in the remarks field (e.g., "a) continuation") (step S62; YES), the display control unit 275 displays a warning message on the verify screen 60 indicating the presence of the string in the remarks field (step S63). The presence of the string in the remarks field is, for example, "a) continuation".
[0123] Figure 12 shows an example of a warning message displayed on the verify screen 60. Because the client name exceeded 48 characters, a warning message 660 is displayed on the verify screen 60 indicating that the 49th character and subsequent characters of the client name were entered in the remarks field during entry input.
[0124] If the detection unit 274 does not detect any string data in the acquired entry data that indicates the continuation of the input content in the requester name field in the remarks field (e.g., "I) Continued") (step S62; NO), the verification detection process ends.
[0125] According to the second embodiment of the present invention, similar to the first embodiment, it is possible to contribute to reducing the workload of operators while simultaneously improving accuracy.
[0126] Although preferred embodiments of the present invention have been described in detail with reference to the attached drawings, the present invention is not limited to such examples. It is clear to any person with ordinary skill in the art to which the present invention belongs that various modifications or alterations can be conceived within the scope of the technical idea described in the claims, and these are also understood to naturally fall within the technical scope of the present invention.
[0127] For example, although the above describes an example in which an embodiment of the present invention is applied to a foreign exchange system for financial institutions, embodiments of the present invention can be applied to other systems in general.
[0128] Furthermore, each step in the processing of the foreign exchange system described herein does not necessarily have to be processed chronologically in the order shown in the flowchart. For example, each step in the processing of the foreign exchange system may be processed in an order different from that shown in the flowchart, or may be processed in parallel. [Explanation of Symbols]
[0129] 1. Exchange System 20 Exchange Servers 221 Acquisition Department 222 processing 223 Transmission Control Unit 26 Entry Terminals 263 Acquisition Department 264 Judgment section 265 Display Control Unit 27 Verification terminals 273 Acquisition Department 274 Detection unit 275 Display Control Unit 28 Approval terminals 283 Acquisition Department 284 Processing Unit 285 Output Control Unit
Claims
1. An entry screen is displayed that includes image data and character recognition results of the transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks section. If characters are entered in the last input field of the aforementioned client name field, The system includes a display control unit that displays a string indicating the continuation of the input content in the client name field in the remarks field. Entry terminal.
2. When characters are entered in the last input field of the aforementioned client name field, The display control unit moves the input cursor, which was located in the last input area of the client name field, to the input area of the remarks field. The entry terminal according to claim 1.
3. An entry screen is displayed that includes image data and character recognition results of the transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks section. If characters are entered in the last input field of the aforementioned client name field, The system includes a display control unit that displays a string indicating the continuation of the input content in the client name field in the remarks field. Exchange system.
4. A detection unit that detects when characters are entered in the last input field of the aforementioned client name field, The system further includes a second display control unit that, upon detecting that a character has been entered in the last input area of the client name field, causes a string indicating the continuation of the input content in the client name field to be displayed on the verify screen, which reflects the entry data obtained through operations on the entry screen. The foreign exchange system according to claim 3.
5. A step of displaying an entry screen that includes image data and character recognition results of a transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks column, If characters are entered in the last input field of the aforementioned client name field, A method for displaying a client name when entering a client name in a foreign exchange system, comprising the step of displaying a string indicating the continuation of the content entered in the client name field in the remarks field.
6. Computers An entry screen is displayed that includes image data and character recognition results of the transfer request form, a requester name field indicating the name of the person requesting the transfer, and a remarks field as a remarks section. If characters are entered in the last input field of the aforementioned client name field, The system includes a display control unit that displays a string indicating the continuation of the input content in the client name field in the remarks field. A program that allows the terminal to function as an entry terminal.
Citation Information
Patent Citations
Verify terminal, method, program, and exchange system
JP2023033672A