Document generation device, document generation method, and document generation program

Abstract

To streamline counter services at multiple financial institutions. [Solution] The document generation device is characterized by comprising: a display unit that acquires numbers assigned to multiple financial institutions and displays an input screen corresponding to the numbers; a reception unit that accepts online input from users of the multiple financial institutions via the displayed input screen; a generation unit that generates an identification code containing the input information and generates document data to which the identification code is attached; and an output unit that outputs the generated document data.

Description

Technical Field

[0001] The present disclosure relates to a form generation device, a form generation method, and a form generation program for improving the efficiency of the window services of financial institutions.

Background Art

[0002] Conventionally, in financial institutions, transactions are conducted based on the information recorded on forms such as vouchers. The forms are filled out at the writing desks installed in financial institutions or at the homes or companies of users who use the financial institutions.

[0003] In the technology for creating forms, a two-dimensional code is printed on a form created online, and the two-dimensional code printed at the window of a financial institution is read. Subsequently, such technology generates security information based on the information of the read form and the form number input at the window. Then, such technology determines whether the information of the read form matches the generated security information (Patent Document 1).

Prior Art Documents

Patent Documents

[0004]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0005] By using the prior art, users can create forms online. However, depending on the type of form, it may not be possible to create it online, and in some cases, users have to use the electronic writing desks installed in financial institutions to create it. Therefore, users who use financial institutions have to visit the financial institutions to create forms, which is time-consuming.

[0006] Furthermore, bank tellers must handle the reception and verification of forms and respond to user inquiries. In other words, both users and financial institutions are burdened with the creation of forms, so there is a need to create and verify them efficiently.

[0007] Therefore, this disclosure proposes a document generation device, a document generation method, and a document generation program that can streamline counter services at multiple financial institutions. [Means for solving the problem]

[0008] To solve the above problems, one form of document generation device according to this disclosure is characterized by comprising: a display unit that acquires numbers assigned to multiple financial institutions and displays an input screen corresponding to said numbers; a reception unit that accepts online input from users of the multiple financial institutions via the displayed input screen; a generation unit that generates an identification code containing the input information and generates document data to which said identification code is attached; and an output unit that outputs the generated document data. [Effects of the Invention]

[0009] According to one embodiment of the system, the counter services of multiple financial institutions can be streamlined. [Brief explanation of the drawing]

[0010] [Figure 1] This diagram shows an overview of the document generation system according to the embodiment. [Figure 2] This figure shows an example of the configuration of a document generation device according to the embodiment. [Figure 3] This figure shows an example of a financial institution information storage unit according to the embodiment. [Figure 4] This figure shows an example of an application information storage unit according to the embodiment. [Figure 5] This figure shows an example of a screen displayed by the display unit according to the embodiment. [Figure 6]This figure shows an example of an input screen displayed by the display unit according to the embodiment. [Figure 7] This figure shows an example of report data generated by the generation unit according to the embodiment. [Figure 8] This is a flowchart showing the procedure for generating a report according to the embodiment. [Figure 9] This is a hardware configuration diagram showing an example of a computer that implements the functions of a report generation device. [Modes for carrying out the invention]

[0011] Embodiments of the present disclosure will be described in detail below with reference to the drawings. In the following embodiments, the same parts will be denoted by the same reference numerals to avoid redundant descriptions.

[0012] (Embodiment) (1-1. Overview of the report generation process according to the embodiment) The document generation process related to this disclosure is performed by the document generation system 1 shown in Figure 1. Using Figure 1, the configuration of the document generation system 1 according to this embodiment and an overview of the document generation process performed by the document generation system 1 will be explained. Figure 1 is a diagram showing an overview of the document generation system 1 according to this embodiment.

[0013] As shown in Figure 1, the document generation system 1 includes a document generation device 100, a user terminal 10, and a financial institution terminal 20. However, the number of document generation devices 100, user terminals 10, and financial institution terminals 20 is not limited to those shown in Figure 1.

[0014] The document generation device 100 is an information processing device that executes requests for document generation from users or corporations. For example, the document generation device 100 may be a server device, a PC (Personal Computer), a cloud server, etc. For example, the document generation device 100 may be provided to financial institutions or users as a SaaS (Software as a Service) type application (cloud service).

[0015] The user terminal 10 is a terminal device used by a user. The user can be an individual or a corporation. For example, the user terminal 10 accesses the website of a financial institution and creates forms. Also, for example, the user terminal 10 can access the website of a financial institution from anywhere such as at home and at work.

[0016] The financial institution terminal 20 is a terminal device used by a financial institution. The financial institution terminal 20 is, for example, a terminal provided for each branch of a financial institution. In the present disclosure, the financial institution terminal 20 shall also function as an information processing server that manages the financial institution, such as providing the homepage of the financial institution.

[0017] The above-mentioned user terminal 10 and financial institution terminal 20 are, for example, information processing devices such as desktop PCs, tablet PCs, notebook PCs, mobile phones, smartphones, PDAs (Personal Digital Assistants), etc.

[0018] In the example shown in FIG. 1, the form generation device 100 displays an input screen on the user terminal 10, accepts the input of various information, and generates form data. For the form generation process as described above, generally, an electronic ledger installed in a financial institution is used. An electronic ledger is a ledger for creating forms installed in a financial institution. The electronic ledger is, for example, a device that automatically creates a form by inputting according to the guidance of operations displayed on the input screen.

[0019] However, as described above, it is difficult to generate all forms online in conventional form generation. For example, depending on the type of form, it is necessary to use a ledger or an electronic ledger installed in a financial institution, and the user has to go to the financial institution. Furthermore, in the counter service of a financial institution, it is also necessary to handle the acceptance and confirmation of the generated forms and respond to inquiries from users. Therefore, both the user and the financial institution are burdened.

[0020] Therefore, the document generation device 100 according to the embodiment solves the above problem by having the configuration described below. For example, the document generation device 100 displays an input screen for the document of a financial institution corresponding to a number assigned to a number of multiple financial institutions, accepts input from the user terminal 10, and generates document data using the accepted information. As a result, the document generation device 100 can reduce the burden on both the user and the financial institution, and streamline the counter services of multiple financial institutions.

[0021] The following outline of the processing performed by the document generation system 1 will be explained using Figure 1. The user terminal 10 accesses the homepage of the financial institution terminal 20, and the financial institution's homepage is displayed on the screen of the user terminal 10 (Step S1). At this time, the user terminal 10 can be accessed from anywhere, such as at home or at work. Link information for accessing the input screen used for document generation is generated on the financial institution terminal 20's homepage and displayed on the homepage (Step S2).

[0022] Upon receiving access to the link information, the user terminal 10 displays the linked web form creation service page, which includes the form input screen. In other words, the form generation device 100 provides the user terminal 10 with the web form creation service page. On the web form creation service page, the form generation device 100 accepts the user's selection of the form they wish to create. Upon receiving the selection, the form generation device 100 retrieves the form design associated with the tenant ID as an input screen for entering information into the form, and displays it on the screen of the user terminal 10. The form generation device 100 may also acquire and store each form design in advance.

[0023] The user inputs various information into the displayed input screen via the user terminal 10. The user terminal 10 can save the entered information to the report generation device 100. For example, the user terminal 10 stores the data entered on the report input screen in a predetermined file format (e.g., a DAT file) in the report generation device 100. This allows the user to reuse the stored input data when entering information on the input screen in the future. Note that the information entered by the user may be stored not only in the report generation device 100, but also in the user terminal 10 or external storage.

[0024] Next, the document generation device 100 generates an identification code based on the information input from the user terminal 10 and generates a document to which the identification code is assigned (step S3). The identification code is code information that can be read by financial institutions, such as a barcode (one-dimensional barcode information or two-dimensional barcode information, etc.). The identification code may also be a QR code (registered trademark). For example, various pieces of information input from the user terminal 10 are recorded in the identification code.

[0025] Next, the user terminal 10 sends the generated form image to the financial institution terminal 20. The user can also print the generated form. In that case, the user may bring the printed form to the financial institution. At this time, the user can make an appointment to visit the financial institution and notify the financial institution terminal 20 of the visit information. The financial institution terminal 20 then reads the identification code attached to the generated form and accepts the form (step S4). For example, at the counter of a financial institution, when the form data generated online is received, the form is printed and various procedures are performed.

[0026] Next, the financial institution terminal 20 stores the generated form data information in the core system (step S5). The stored information can be checked at any time on the financial institution terminal 20. The stored information includes, for example, the type of form filled out, name, account number, recipient information, and amount.

[0027] The report generation device 100 periodically receives information about financial institutions from core systems and organizations or institutions that hold predetermined master data (step S6). Organizations or institutions that hold master data include authorities that manage information about financial institutions in the country in question, and private specialized organizations (associations composed of multiple financial institutions). By periodically receiving information about financial institutions, the report generation device 100 ensures that users can receive the latest information. For example, the report generation device 100 receives information from core systems and predetermined organizations every week. The information received may include, for example, bank codes, branch codes, and branch classifications.

[0028] In this way, when the user terminal 10 accesses the financial institution terminal 20, the document generation device 100 displays a document input screen, accepts the entered information, and generates document data with an identification code assigned based on the entered information. As a result, the document generation device 100 generates document data online, allowing documents to be created without the need to visit a financial institution and fill them out in person. Furthermore, since such documents contain an identification code that records the entered information, financial institutions can understand the information entered by the user based on the identification code. This allows the document generation device 100 to reduce the effort required for financial institutions to check the contents of documents and avoid unnecessary inquiries, thereby streamlining the counter services of financial institutions.

[0029] Furthermore, financial institutions can utilize the web-based document creation service simply by including a link on their website, thus reducing the burden of implementation. In addition, by implementing document generation system 1, financial institutions can start using the web-based document creation service in a short period of time, thus reducing implementation costs.

[0030] (1-2. Configuration of the document generation device according to the embodiment) Next, the configuration of the report generation device 100 that performs structured data processing according to the embodiment will be described. Figure 2 is a diagram showing an example of the configuration of the report generation device 100 according to the embodiment.

[0031] As shown in Figure 2, the document generation device 100 includes a communication unit 110, a storage unit 120, and a control unit 130. The communication unit 110 is implemented, for example, by a NIC (Network Interface Card) or a network interface controller. The communication unit 110 is connected to a network (e.g., the Internet) by wire or wireless connection and transmits and receives information with user terminals 10, financial institution terminals 20, etc. via the Internet. For example, the communication unit 110 may transmit and receive information using any communication standard or technology such as Wi-Fi (registered trademark), Bluetooth (registered trademark), SIM (Subscriber Identity Module), or LPWA (Low Power Wide Area).

[0032] The memory unit 120 is implemented by, for example, semiconductor memory elements such as RAM (Random Access Memory) and flash memory, or by storage devices such as hard disks and optical discs.

[0033] The memory unit 120 includes a financial institution information memory unit 121 and an application information memory unit 122. The information stored in the memory unit 120 will be explained below using Figures 3 and 4. In the examples shown in Figures 3 and 4, the information stored in the memory unit 120 may be conceptually represented as "A01," but in reality, each of the information described later will be stored in the memory unit 120.

[0034] The financial institution information storage unit 121 stores information of multiple financial institutions or branches, which is among the information used in the report generation process according to the embodiment.

[0035] Figure 3 shows an example of a financial institution information storage unit 121 according to the embodiment. As shown in Figure 3, the financial institution information storage unit 121 stores the following items: "User ID", "Financial Institution Name", "Financial Institution ID", "Branch ID", and "Document ID".

[0036] "User ID" is an identification number assigned to each user. "Financial Institution Name" is the name of the financial institution. "Financial Institution ID" is an identification number assigned to each financial institution. "Branch ID" is an identification number assigned to each branch of the financial institution. "Document ID" is an identification number assigned to the document created by the user.

[0037] As illustrated in the example in Figure 3, the document generation device 100 stores that the name of the financial institution accessed from the user terminal 10, whose user ID is "A", is "Bank A, Branch a", the ID of the accessed financial institution is "A01", the ID of the branch is "a01", and the ID of the document created by the user is "xx1". For example, the financial institution can be either a bank or a branch.

[0038] The application information storage unit 122 stores information input from the user terminal 10, which is among the information used in the form generation process according to the embodiment.

[0039] Figure 4 shows an example of the application information storage unit 122 according to the embodiment. As shown in Figure 4, the application information storage unit 122a stores the following items: "Document ID", "Transfer Fee", "Contracted Financial Institution", "Document Type", "Document Type PDF", "Document Type Reading Code", and "Account". "Transfer Fee" is the amount related to the transfer set for each financial institution. "Contracted Financial Institution" is the name of the financial institution with which the user has a contract. "Document Type" is information about the type of document created by the user. "Document Type PDF" is a PDF for each document selected by the user. For example, document PDFs include PDFs for deposits, withdrawals, transfers, taxes and public funds, and remittances. "Document Type Identification Code" is an identification code assigned to each document. "Account" is the type of account at the financial institution.

[0040] As illustrated in the example in Figure 4, the document generation device 100 stores information about a document with document ID "xx1", where the transfer fee is "200 yen", the contracting financial institution is "J Bank", the document type PDF is "Deposit", the document-specific reading code is "D01", and the account type is "Ordinary Deposit".

[0041] As shown in Figure 4, the application information storage unit 122b stores the following items: "Page Access Count," "PDF Report Output Count," "Transaction Data Output Count," "PDF Report Output Usage Log," and "Transaction Data Usage Log." "Page Access Count" is the number of times a user has accessed a specified page. "PDF Report Output Count" is the number of times a report has been output. "Transaction Data Output Count" is the number of times transaction data between the user and the financial institution has been output. "PDF Report Output Usage Log" is a record of reports that the user has output in the past. "Transaction Data Output Usage Log" is a record of data that the user has output from past transactions. The information shown in Figure 4 can be viewed from the financial institution terminal 20. This allows the financial institution to view aggregated information such as the number of times a user has output a PDF report, and to understand whether the number of requests for report creation has increased or decreased during a specified period.

[0042] As illustrated in the example in Figure 4, the number of page accesses is recorded as "7 times," the number of PDF reports output is recorded as "2 times," the number of transaction data output is recorded as "1 time," the PDF report output usage log is "N01," and the transaction data output usage log is recorded as "P01."

[0043] Returning to Figure 2, let's continue the explanation of the control unit 130. The control unit 130 is implemented by, for example, a CPU (Central Processing Unit), MPU (Micro Processing Unit), GPU (Graphics Processing Unit), etc., which executes a program stored inside the report generation device 100 using RAM or the like as a working area. The control unit 130 is also a controller and is implemented by an integrated circuit such as an ASIC (Application Specific Integrated Circuit) or FPGA (Field Programmable Gate Array).

[0044] As shown in Figure 2, the control unit 130 includes a display unit 131, a reception unit 132, a generation unit 133, and an output unit 134.

[0045] The display unit 131 obtains the numbers assigned to each of the multiple financial institutions and displays the input screen corresponding to those numbers. For example, when the user terminal 10 accesses the financial institution's homepage and selects a link to transition to the form input screen, the display unit 131 displays the form input screen. First, the display unit 131 displays a selection screen for selecting a form. Furthermore, the display unit 131 displays an input screen for a form to be used, for example, for making a deposit, according to the user's instructions. Note that the form selection screen may be for withdrawals, transfers, remittances, taxes, public funds, etc., not just deposits.

[0046] Here, the screen displayed by the display unit 131 will be described using Figures 5 and 6. Figure 5 is a diagram showing an example of the screen displayed by the display unit 131 according to this embodiment. As shown in Figure 5, the display unit 131 displays a form selection screen 300 on the screen of the user terminal 10. The selection screen 300 has a deposit button 301, a withdrawal button 302, a transfer button 303, a remittance button 304, and a tax / public funds button 305. The deposit button 301 is a button that transitions to a form input screen for creating a form for depositing funds to a financial institution with which the user has a contract. The withdrawal button 302 is a button that transitions to a form input screen for creating a form for withdrawing funds from a financial institution with which the user has a contract. The transfer button 303 is a button that transitions to a form input screen for creating a form for remittance to a financial institution with which the user has a contract or to a financial institution with which the user does not have a contract. The remittance button 304 is a button that transitions to a form input screen for creating a form for moving funds between financial institutions with which the user has a contract. The tax and public funds button 305 is a button that allows the user to transition to a form input screen where they can create forms for paying taxes, social insurance contributions, etc., to the national or local government. The display unit 131 can also display a screen for selecting forms other than those mentioned above.

[0047] The display unit 131 transitions to the input screen for the selected form when the user selects a form to input and presses a button. The input screen for the selected form will be explained using Figure 6. In the following explanation, we will assume that the user has pressed the deposit button 301.

[0048] Figure 6 is a diagram showing an example of an input screen displayed by the display unit 131 according to the embodiment. As shown in Figure 6, the display unit 131 displays a form input screen 400 for deposit on the user terminal 10. The form input screen 400 includes a branch name 401, an account type 402, an account number 403, an account holder name 404, an amount 405, and a reuse button 406. The branch name 401 is the name of the branch of the financial institution to which the user is making a deposit. The account number 403 is a number used to identify which financial institution and which branch the user has a contract with. The account holder name 404 is the name of the user who has a contract with the financial institution. The amount 405 is the amount the user is making to deposit into the financial institution. The reuse button 406 is a button that allows the user to reuse information that has been previously entered into forms by the user for deposits etc., by uploading the saved file to the user terminal 10.

[0049] Furthermore, if there are items that have not been entered and the button to proceed to the next screen is pressed, the display unit 131 will display a warning message on the screen.

[0050] In the above, the display unit 131 explained the input items related to deposits in the forms. However, the display unit 131 can also display input items for other forms such as withdrawals, transfers, remittances, and taxes and public funds. In that case, the display unit 131 changes and displays the items on the input screen. Also, for example, the display unit 131 may display multiple financial institutions for which the transfer is made in the forms.

[0051] The reception unit 132 accepts online input from users of multiple financial institutions via the displayed input screen. For example, the reception unit 132 accepts input for the input fields of forms related to deposits. Also, for example, the reception unit 132 accepts the user's selection of input screens. Specifically, the reception unit 132 accepts the selection of forms and input for input fields related to withdrawals, transfers, remittances, and tax and public funds.

[0052] For example, the reception unit 132 accepts input indicating the use of the reuse button 406 displayed by the display unit 131. Specifically, the reception unit 132 can accept information previously used to create a deposit form by pressing the reuse button 406 to create a transfer form.

[0053] The reception unit 132 accepts input from the user regarding transfers to multiple financial institutions. This allows the document generation device 100 to reduce the burden on the user of having to perform the procedure multiple times. Furthermore, by accepting input for multiple documents at once, the document generation device 100 can also reduce the burden on financial institutions of having to verify multiple documents.

[0054] The reception unit 132 will not accept the press of the "Next" button until the required fields from the input items, from branch name 401 to amount 405, have been entered or the information has been uploaded using the reuse button 406. In other words, there are required and optional input items. The report generation device 100 can set whether the entry of each input item is required or optional for each financial institution.

[0055] The generation unit 133 generates an identification code containing the input information and also generates report data to which the identification code is assigned. The identification code is a code that includes a number assigned to multiple financial institutions and user information. For example, the identification code contains information entered in the reception unit 132. Specifically, the identification code contains information such as the branch name, account type, account number, account holder name, and amount entered in the reception unit 132.

[0056] Here, we will explain the report data generated by the generation unit 133 using Figure 7. Figure 7 is a diagram showing an example of report data generated by the generation unit 133 according to this embodiment. As shown in Figure 7, the report 500 includes an input item screen 501 and an identification code 502. The input item screen 501 is a screen in which information entered by the user by the reception unit 132 is entered into each item of the generated report data. The identification code 502 is an identification code that contains information entered by the user by the reception unit 132.

[0057] The identification code 502 contains the input information received by the reception unit 132. The generation unit 133 can also include only a portion of the input information received by the reception unit 132 in the identification code 502, for example, according to instructions from a financial institution or user. This is because the identification code 502 may contain information that the user or financial institution does not want printed on the form. For example, the financial institution terminal 20 can read the user's information in bulk by reading the identification code 502.

[0058] The generation unit 133 includes information that will not be printed on the form in the identification code, at the request of the user or financial institution, and generates form data to which the identification code is assigned. For example, the generation unit 133 generates form data that does not include information such as the user's account number or account holder's name from the information entered on the form input screen 400 in Figure 6. The information that will not be printed may be selected by the user or may be pre-set by the financial institution.

[0059] The above explanation described how the generation unit 133 generates report data using information entered into input fields received by the reception unit 132. However, the generation unit 133 can also generate report data by reusing information previously entered by the user. For example, when the user presses the reuse button 406 in the reception unit 132 and uploads previously entered information, the generation unit 133 generates report data using the uploaded information. Alternatively, for example, the generation unit 133 may use information previously used to create a deposit report to generate a transfer report. In other words, the generation unit 133 can generate report data by reusing previously used information, regardless of the type of report.

[0060] For example, the generation unit 133 generates a single report data containing information on transfers to multiple financial institutions that have been received. Specifically, the generation unit 133 can select multiple transfer destinations as the user's transfer destination selection received by the reception unit 132 and generate them all together in a single report data. Alternatively, the generation unit 133 can select multiple transfer destinations and generate them separately into multiple report data. As a result, the report generation device 100 can handle transfers to multiple financial institutions by generating only one report data, saving the user the trouble of creating multiple reports. Furthermore, since the report generation device 100 can generate multiple report data tailored to multiple transfer destinations at once, it saves the user the trouble of creating reports repeatedly.

[0061] The output unit 134 outputs the generated report data. For example, the output unit 134 outputs the generated report data to the screen of the user terminal 10. Alternatively, for example, the output unit 134 outputs the generated report data to the screen of the financial institution terminal 20. Alternatively, for example, the user terminal 10 may send the report data displayed on the screen to the financial institution terminal 20. The user may also bring or mail the outputted report to the financial institution. This allows the report generation device 100 to create reports without the user having to go to the financial institution in person. Furthermore, by sending the created report to the financial institution terminal 20, the report generation device 100 can reduce the verification work at the financial institution's counter.

[0062] (1-3. Procedure for generating reports according to the embodiment) The procedure for the report generation process according to the above embodiment will be specifically explained with reference to Figure 8. Figure 8 is a flowchart showing the procedure for report generation according to the embodiment.

[0063] As shown in Figure 8, the report generation device 100 determines whether or not it has received an access request from the user terminal 10 to the web report service page (step S101). If it has not received an access request from the user terminal 10 to the web report service page (step S101; No), the report generation device 100 waits until it receives an access request. On the other hand, if it has received an access request from the user terminal 10 to the web report service page (step S101; Yes), the report generation device 100 determines whether or not it has received a report selection request from the user on the web report service page (step S102).

[0064] If the system has not yet received a selection of a form from the user (Step S102; No), the form generation device 100 waits until a selection is received. On the other hand, if the system has received a selection of a form from the user (Step S102; Yes), when the user presses the form generation button displayed on the user terminal 10, the form generation device 100 displays the input screen for the selected form on the user terminal 10 (Step S103).

[0065] Next, the form generation device 100 accepts input from the user on the displayed form input screen (step S104).

[0066] Once the user has finished inputting information, the report generation device 100 generates report data based on the user's input (step S105). The report generation device 100 then outputs the generated report data to the user terminal 10 (step S106).

[0067] (2. Other Embodiments) The processing according to the above-described embodiment may be carried out in various other forms besides those described above.

[0068] For example, among the processes described in the above 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 by known methods. In addition, the processing procedures, specific names, and information including various data and parameters shown in the above document and drawings can be changed at will unless otherwise specified. For example, the various information shown in each figure is not limited to the information shown.

[0069] Furthermore, the components of each illustrated device are functionally conceptual and do not necessarily need to be physically configured as shown. In other words, the specific forms of distribution and integration of each device are not limited to those shown, and all or part of them can be functionally or physically distributed and integrated in any unit according to various loads and usage conditions.

[0070] Furthermore, the embodiments and modifications described above can be combined as appropriate, provided that the processing content is not inconsistent.

[0071] Furthermore, the effects described herein are merely illustrative and not limiting; other effects may also occur.

[0072] (3. Effects of the document generation device related to this disclosure) As described above, the document generation device according to this disclosure (document generation device 100 in the embodiment) comprises a display unit (display unit 131 in the embodiment), a reception unit (132 in the embodiment), a generation unit (generation unit 133 in the embodiment), and an output unit (output unit 134 in the embodiment). The display unit acquires numbers assigned to multiple financial institutions and displays an input screen corresponding to those numbers. The reception unit accepts online input from users of multiple financial institutions via the displayed input screen. The generation unit generates an identification code containing the input information and generates document data to which the identification code is assigned. The output unit outputs the generated document data.

[0073] In this way, the document generation device can streamline counter services at multiple financial institutions by inputting information into an input screen for creating documents displayed on a user terminal (user terminal 10 in this embodiment), and generating document data with an identification code based on the input information. Furthermore, since the document generation device creates documents online, it eliminates the need for users to visit financial institutions in person.

[0074] Furthermore, the document generation device, at the request of the user or financial institution, includes information that should not be printed on the document in the identification code and generates document data to which that identification code is assigned. This allows the document generation device to maintain the confidentiality of documents by including information that should not be printed on the created document in the identification code.

[0075] Furthermore, the report generation device accepts user selections on input screens and generates report data according to those selections. This allows the report generation device to create multiple reports. Additionally, the report generation device can generate report data as requested by the user.

[0076] Furthermore, the report generation device accepts user input for transfers to multiple financial institutions and generates a single report containing the details of those transfers. This allows the report generation device to handle transfers to multiple financial institutions with a single report creation, thus eliminating the need to create a report each time a transfer is made.

[0077] Furthermore, the report generation device reuses information previously entered by the user to generate report data. This allows the report generation device to easily create reports without the user having to re-enter information each time. Additionally, the report generation device can use information previously entered to create receipt reports for withdrawal and transfer reports, thus reducing the burden of report creation on the user.

[0078] (4. Hardware Configuration) The information equipment such as the report generation device 100 according to the embodiment described above is realized by a computer 1000 having a configuration such as that shown in Figure 9. The report generation device 100 according to the embodiment will be described below as an example. Figure 9 is a hardware configuration diagram showing an example of a computer 1000 that realizes the functions of the report generation device 100. The computer 1000 has a CPU 1100, RAM 1200, ROM (Read Only Memory) 1300, HDD (Hard Disk Drive) 1400, communication interface 1500, and input / output interface 1600. The various parts of the computer 1000 are connected by a bus 1050.

[0079] The CPU 1100 operates based on programs stored in the ROM 1300 or HDD 1400, and controls various parts. For example, the CPU 1100 loads the programs stored in the ROM 1300 or HDD 1400 into the RAM 1200 and executes processing corresponding to the various programs.

[0080] ROM1300 stores boot programs such as the BIOS (Basic Input Output System) executed by CPU1100 when computer 1000 starts up, as well as programs that depend on the computer 1000's hardware.

[0081] HDD1400 is a computer-readable recording medium that non-temporarily records programs executed by CPU1100 and data used by such programs. Specifically, HDD1400 is a recording medium that records a program that performs the calculation processing related to this disclosure, which is an example of program data 1450.

[0082] The communication interface 1500 is an interface for the computer 1000 to connect to an external network 1550 (e.g., the Internet). For example, the CPU 1100 can receive data from other devices or transmit data it generates to other devices via the communication interface 1500.

[0083] The input / output interface 1600 is an interface for connecting the input / output device 1650 and the computer 1000. For example, the CPU 1100 receives data from input devices such as a keyboard or mouse via the input / output interface 1600. The CPU 1100 also transmits data to output devices such as a display, speaker, or printer via the input / output interface 1600. The input / output interface 1600 may also function as a media interface for reading programs recorded on a predetermined recording medium (media). Examples of media include optical recording media such as DVDs (Digital Versatile Discs) and PDs (Phase Change Rewritable Disks), magneto-optical recording media such as MOs (Magneto-Optical Disks), tape media, magnetic recording media, or semiconductor memory.

[0084] For example, when the computer 1000 functions as a report generation device 100 according to the embodiment, the CPU 1100 of the computer 1000 realizes functions such as the control unit 130 by executing a management program loaded on the RAM 1200. The HDD 1400 stores programs that perform the management processing according to this disclosure, as well as data in the storage unit 120. The CPU 1100 reads and executes program data 1450 from the HDD 1400, but as another example, these programs may be obtained from other devices via an external network 1550.

[0085] Although embodiments of the present application have been described in detail based on the drawings, these are illustrative examples, and the present invention can be implemented in various other forms with modifications and improvements based on the knowledge of those skilled in the art, starting with the embodiments described in the disclosure section of the invention. [Explanation of Symbols]

[0086] 1. Document Generation System 10 User terminals 20 Financial Institution Terminals 100 Document Generators 110 Communications Department 120 Storage section 121 Financial Institution Information Storage Department 122 Application information storage unit 130 Control Unit 131 Display section 132 Reception Department 133 Generation part 134 Output section

Claims

1. A display unit that obtains numbers assigned to multiple financial institutions and displays an input screen corresponding to those numbers, A reception unit that accepts online input from users of the multiple financial institutions via the displayed input screen, A generation unit generates an identification code containing the input information and generates form data to which the identification code is assigned. An output unit that outputs the generated report data, A document generation device characterized by comprising the following features.

2. The generating unit is At the request of the user or financial institution, information that is not printed on the form is included in the identification code, and form data to which the identification code is assigned is generated. The document generation device according to feature 1.

3. The aforementioned reception unit is The user selects the form as described above. The generating unit is Generate report data according to the above selection. The document generation device according to feature 1.

4. The aforementioned reception unit is The system accepts input for transfers to the aforementioned multiple financial institutions. The generating unit is To generate a single document containing information on the transfers received to the multiple financial institutions. The document generation device according to feature 1.

5. The generating unit is The aforementioned user reuses previously entered information to generate report data. The document generation device according to feature 1.

6. Computers Obtain the numbers assigned to each of the multiple financial institutions, and display the input screen corresponding to those numbers. The system accepts online input from users of the multiple financial institutions via the displayed input screen. An identification code containing the input information is generated, and a form data to which the identification code is assigned is generated. The generated report data is output. A method for generating reports, characterized by including the following:

7. Computers, A display unit that obtains numbers assigned to multiple financial institutions and displays an input screen corresponding to those numbers, A reception unit that accepts online input from users of the multiple financial institutions via the displayed input screen, A generation unit generates an identification code containing the input information and generates form data to which the identification code is assigned. An output unit that outputs the generated report data, A document generation program characterized by functioning as a document generation device equipped with the necessary components.

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