Programs, computers, systems, and information processing methods
The system addresses inefficiencies in processing evidentiary data by using a management server to automate access and link document data to client identification, enhancing the efficiency of processing documents like invoices and receipts.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- TOKIUM INC
- Filing Date
- 2025-03-25
- Publication Date
- 2026-04-22
Smart Images

Figure 2026068666000001_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to a program, a computer, a system, and an information processing method.
Background Art
[0002] Conventionally, various processing systems for processing evidentiary data such as claim documents have been known. For example, Patent Document 1 discloses a data processing device, a data processing method, and a program capable of improving the processing efficiency of claim documents.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] When processing evidentiary data on behalf of a client, more efficient processing is required for the evidentiary data uploaded by the client's trading partner company to the proxy acquisition destination site.
[0005] The present disclosure has been made in consideration of such points, and an object thereof is to provide a program, a computer, a system, and an information processing method capable of performing more efficient processing on evidentiary data uploaded by a client's trading partner company to a proxy acquisition destination site.
Means for Solving the Problems
[0006] [[ID=*45]]* The program of the present disclosure is a program that causes a computer to function as proxy acquisition information reception means, transmission means, and evidentiary data reception means, wherein the proxy acquisition information reception means receives proxy acquisition information including client identification information from a client terminal, The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the documents to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The computer generates a random identification code to be associated with the promissory note obtained by proxy after the proxy information receiving means has received the proxy information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The aforementioned document data receiving means is characterized by receiving the document data obtained from the proxy acquisition site in a state linked to the client identification information.
[0007] In the program of this disclosure, The transmission means may transmit the generated identification code to the client terminal.
[0008] In the program of this disclosure, The proxy acquisition information received by the proxy acquisition information receiving means may further include at least one of the ID information and password required to access the proxy acquisition destination site.
[0009] In the program of this disclosure, The proxy acquisition information may be transmitted to the certificate data acquisition terminal by the transmission means, and the certificate data acquisition terminal may automatically access the proxy acquisition destination site, thereby automatically acquiring the certificate data.
[0010] The computer disclosed herein is A computer that functions as a proxy information receiving means, a transmission means, and a document data receiving means by executing a program, The proxy information receiving means receives proxy information, including client identification information, from the client terminal. The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the documents to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The computer generates a random identification code to be associated with the promissory note obtained by proxy after the proxy information receiving means has received the proxy information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The aforementioned document data receiving means is characterized by receiving the document data obtained from the proxy acquisition site in a state linked to the client identification information.
[0011] The system disclosed herein is A system comprising a computer and a terminal for acquiring evidence data, The aforementioned document data acquisition terminal acquires document data from the proxy acquisition site, and links the acquired document data to the client identification information. The aforementioned computer functions as a proxy information receiving means, a transmission means, and a document data receiving means by executing a program. The proxy information receiving means receives proxy information, including client identification information, from the client terminal. The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the documents to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The computer generates a random identification code to be associated with the promissory note obtained by proxy after the proxy information receiving means has received the proxy information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The aforementioned document data receiving means is characterized by receiving the document data obtained from the proxy acquisition site in a state linked to the client identification information.
[0012] The information processing method disclosed herein is: An information processing method performed by a computer having a control unit, The computer, after receiving the information obtained by proxy, generates a random identification code that is associated with the document obtained by proxy. The control unit receives proxy acquisition information, including client identification information, from a client terminal, wherein the received proxy acquisition information further includes information on the document to be acquired on behalf of the client, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The control unit receives the evidence data obtained from the proxy acquisition site in a state linked to the client identification information, The control unit transmits the received proxy acquisition information, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition site at a predetermined timing and acquire the certificate data. The control unit receives the evidence data obtained from the proxy acquisition site in a state linked to the client identification information, Equipped with, In the certificate data acquisition terminal, the certificate data acquired from the proxy acquisition destination site is associated with the client identification information, which is a feature thereof.
Advantages of the Invention
[0013] According to the program, computer, system, and information processing method of the present disclosure, more efficient processing can be performed on the certificate data uploaded by the client's trading partner company to the proxy acquisition destination site.
Brief Description of the Drawings
[0014] [Figure 1] It is a diagram schematically showing the configuration of an information processing system according to an embodiment of the present disclosure. [Figure 2] It is a chart showing the flow of information between each component when performing a certificate processing agency service based on calendar management in the information processing system shown in FIG. 1. [Figure 3] It is a flowchart showing an exemplary operation when the information processing shown in FIG. 2 is performed in the management server shown in FIG. 1. [Figure 4] It is a chart showing the flow of information between each component when performing a certificate processing agency service based on email notification in the information processing system shown in FIG. 1. [Figure 5] It is a flowchart showing an exemplary operation when the information processing shown in FIG. 4 is performed in the management server shown in FIG. 1.
Modes for Carrying Out the Invention
[0015] Embodiments of the present invention will be described below with reference to the drawings. Figures 1 to 5 show an information processing system 1 and an information processing method by the information processing system 1 according to this embodiment. In the following description, we will focus on the case where the evidence processed by the information processing system 1 and the information processing method of this embodiment is an invoice subject to the invoice system. However, the evidence processed by the information processing system 1 and the information processing method of this embodiment is not limited to invoices, and may include receipts, purchase orders, delivery slips, contracts, approval documents, etc., and other documents may also be used. Furthermore, documents other than invoices, such as receipts that are treated as qualified simplified invoices under the invoice system, and other national tax-related documents may be used as evidence processed by the information processing system 1 and the information processing method.
[0016] The information processing system 1 shown in Figure 1 comprises a management server (computer) 10, a document data acquisition terminal 26, a client terminal 30, a trading partner terminal 40, and an authorized acquisition site 50. The management server 10 is a server that can be used via an internet connection and is provided as a virtual dedicated server built within a physical server accessible via the internet. The management server 10 is connected to the document data acquisition terminal 26, the client terminal 30, and the authorized acquisition site 50 via a network such as an internet connection, enabling communication between them. The trading partner terminal 40 may also be connected to the management server 10 in a similar manner. The client terminal 30, the trading partner terminal 40, and the authorized acquisition site 50 are also connected to each other, enabling the sending and receiving of information (including uploading). Furthermore, the document data acquisition terminal 26 can access the authorized acquisition site 50 and download invoice data (specifically, image data of invoices) uploaded to the authorized acquisition site 50.
[0017] In the information processing system 1, a service is provided to process invoices that should be sent to the client company from a trading partner company, which is a business partner of the client company where the client terminal 30 is installed. In other words, conventionally, when a trading partner company issues an invoice for services performed by the client company, the invoice is sent from the trading partner company to the client company, and the client company processes the invoice (specifically, receiving, approving, and paying the invoice). In the information processing system 1 according to this embodiment, the management company that manages the management server 10 processes the invoice on behalf of the client company. In this specification, information obtained on behalf of the client company (including its departments and individual personnel) when processing invoices and other supporting documents from trading partners is referred to as "agency acquisition information."
[0018] The various components of this information processing system 1 are described below.
[0019] (Management Server 10) As shown in Figure 1, the management server 10 comprises a control unit 12, a storage unit 22, and a communication unit 24. The control unit 12 is, for example, a CPU (Central Processing Unit), and by executing a predetermined program stored in the storage unit 22, it functions as a proxy information receiving means 14, an email receiving means 16, a transmission means 18, and a document data receiving means 20. Details of these functions will be described later.
[0020] Furthermore, the program executed by the control unit 12 is not limited to one stored in the storage unit 22. The program executed by the control unit 12 may be one transmitted to the control unit 12 from an external device via the communication unit 24, one stored on a storage medium such as a USB memory attached to the management server 10, or one stored on a server other than the management server 10 (an external device, such as a cloud server). In addition, a predetermined program may be transmitted to the management server 10 from an external device each time and executed by the management server 10.
[0021] The storage unit 22 is composed of, for example, an HDD (Hard Disk Drive), RAM (Random Access Memory), ROM (Read Only Memory), and SSD (Solid State Drive), and various types of information, including proxy acquisition information, are stored in the storage unit 22. The storage unit 22 pre-stores information about trading partners and information about client companies. The information about trading partners includes information such as the trading partner's identification information, company name, department name, contact person's name, and contact information (telephone number and email address). In the storage unit 22, an identification code assigned to each trading partner (which may also be a department or contact person) may be linked to the company name as identification information for trading partners. In addition, in the storage unit 22, an identification code assigned to each client company may be linked to the company name as identification information for client companies (which may also be a department or contact person). Furthermore, in addition to trading partners and client companies, the storage unit 22 may also store identification codes associated with the document data, such as codes assigned to each department, each person in charge, each sender-recipient pair of documents, each project, and each combination thereof within these companies. The "identification code" is a code used by the management server 10, etc., to identify trading partners, etc., and is not particularly limited to, for example, the initials of each trading partner, or a random combination of letters, numbers, symbols, etc. Information about client companies includes client company identification information, company name, department name, person in charge name, contact information (telephone number and email address), etc. Furthermore, the storage unit 22 can store document data obtained from proxy acquisition sites, linked to client identification information. Also, proxy acquisition information may be stored in the storage unit 22 as a "proxy acquisition list" each time it is received by the management server 10. The storage unit 22 can also store notification emails received from proxy acquisition sites 50 (or trading partner terminals 40), linked to the corresponding client companies. Such notification emails may also be stored as a "proxy acquisition list". The "proxy acquisition list" mentioned above is a list of proxy acquisition information.
[0022] In this specification, "linking" of the document data and client identification information in the storage unit 22 means tagging to facilitate the retrieval of the document data (linking in the narrow sense). On the other hand, "linking" by the document data acquisition terminal 26 is a broader concept that means processing the document data and client identification information as a set (information collection, simultaneous transmission, etc.) in addition to linking in the narrow sense (linking in the broad sense). In other words, "linking" by the document data acquisition terminal 26 is a process that presupposes linking at the management server 10 by transmitting the set of document data and client identification information to the management server 10.
[0023] The communication unit 24 connects the control unit 12 to external devices (for example, a document data acquisition terminal 26, a client terminal 30, a trading partner terminal 40, an authorized acquisition site 50, etc.) in a way that enables communication. The control unit 12 is capable of sending and receiving various signals to and from external devices via the communication unit 24.
[0024] (Proxy Information Acquisition Method 14) The proxy information receiving means 14 receives proxy information, including client identification information, from the client terminal 30. "Client identification information" is information used to identify which client company the document to be processed will be sent to (i.e., information used to view one's own document data after the predetermined document data has been sent to the management server 10), and is not particularly limited and may include the client company's name, department information, and contact person information.
[0025] The "agency acquisition information" received by the agency acquisition information receiving means 14 may further include information on the URL of the agency acquisition site 50 for each business partner and information on the agency acquisition schedule (including uploaded and scheduled uploads), and may further include at least one of the ID information and password required to access the agency acquisition site 50 (see Figure 2). In addition, the "agency acquisition information" may also include information on the document data to be acquired on behalf of the agency (for invoices, this may include the invoice number, invoice date, details, amount, and payment due date, etc.) and information on the identification information of the business partner company that is a business partner of the client company (for example, the name of the business partner company, department information, contact person information, etc.). Furthermore, it may also include a method for determining the recipient of the document data (which client, department, or contact person) from information displayed on the agency acquisition site 50, such as the document data, file name, and case name, a method for manipulating the document (for example, merging document data files, deleting specific parts of document data files), and information on the documents to be acquired (for example, identifying the documents that need to be acquired when multiple document data files are uploaded).
[0026] (Email reception method 16) The email receiving means 16 receives notification emails addressed to the notification email address. The "notification email address" is an email address addressed to the management server 10, specified by the administrator of the management server 10. The "notification email address" may be sent in advance to the client terminal 30 by the sending means 18 and then sent from the client terminal 30 to the business partner terminal 40 (Figure 4, upper), or it may be sent directly from the management server 10 to the business partner terminal 40 by the sending means 18. In one embodiment, the "notification email address" is an email address addressed to the document data acquisition terminal 26, and the document data acquisition terminal 26 may receive the notification email. When the email receiving means 16 receives a notification email from the proxy acquisition site 50 (or business partner terminal 40), it can recognize that the document data has been uploaded to the proxy acquisition site 50.
[0027] The "notification email" is an email that notifies the recipient that the document data has been uploaded to the proxy acquisition site 50 by the trading partner terminal 40. It is preferable that the notification email is linked to client identification information (middle of Figure 4) as this makes it easier for administrators and operators to verify the document data. It is even more preferable that the notification email is linked not only to client identification information but also to the trading partner company's identification information, and it is even more preferable that the notification email is linked not only to client identification information but also to information about the document data being acquired on behalf of the trading partner. The notification email may also include information about the URL of the proxy acquisition site 50. Accessing the URL stated in the notification email may allow the download of the document data (including image data; the same applies hereinafter), or accessing the stated URL may display an ID and password input (login) screen, and entering a separately sent temporary ID and password may allow the download of the document data. Alternatively, the ID and password may be obtained in advance or afterward as proxy acquisition information from the trading partner company or client company, and the recipient may access the stated URL, log in, and download the document data.
[0028] Furthermore, the email receiving means 16 may receive the identification code from the proxy acquisition site 50 (or trading partner terminal 40) along with the notification email (i.e., in the body of the email or in the email address). In one embodiment, the document data acquisition terminal 26 may receive the identification code along with the notification email.
[0029] (Transmission means 18) The transmission means 18 transmits the proxy acquisition information received by the proxy acquisition information receiving means 14 to the document data acquisition terminal 26. This enables the document data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing and acquire the document data, and the document data acquired from the proxy acquisition destination site 50 is linked to the client identification information (in a broad sense) at the document data acquisition terminal 26. In this case, since the proxy acquisition information is transmitted to the document data acquisition terminal 26 by the transmission means 18, the document data acquisition terminal 26 may automatically access the proxy acquisition destination site 50 and acquire the document data automatically. The proxy acquisition destination site 50 can be accessed automatically and the document data can be acquired automatically by known methods. For example, document data can be acquired by API integration.
[0030] Furthermore, the transmission means 18 can also send notification email addresses to the client terminal 30. In this case, different notification email addresses may be sent for each client company, department, or person in charge. In this way, the notification email addresses are sent from the client company (client terminal 30) to the trading partner company (trading partner terminal 40) that issues the invoice (Figure 4, upper panel). The transmission means 18 may also send an identification code linked to the document data along with the notification email address to the client terminal 30.
[0031] The transmission means 18 can also send the notification email received by the email receiving means 16 to the document data acquisition terminal 26. This enables the document data acquisition terminal 26 to access the proxy acquisition site 50 at a predetermined time and acquire the document data. In this case, the document data acquisition terminal 26 may automatically acquire the document data by automatically accessing the proxy acquisition site 50 when the notification email is sent to the document data acquisition terminal 26 by the transmission means 18. Here too, API integration can enable automatic access to the proxy acquisition site 50 and automatic acquisition of document data.
[0032] Furthermore, the transmission means 18 may also transmit the generated identification code, along with the proxy acquisition information and notification email, to the document data acquisition terminal 26 (not shown). In this way, it is preferable for the document data acquisition terminal 26 to share the same information as the management server 10 in order to ensure the reliability of proxy invoice processing (such as proxy acquisition of document data).
[0033] Furthermore, the transmission means 18 may transmit the identification code to the client terminal 30 either alone or linked to the document data. In this way, the client terminal 30 can also share the same information as the management server 10. Using the identification code, the client terminal 30 can manage and process the document data.
[0034] (Proof data receiving means 20) The document data receiving means 20 receives the document data obtained from the proxy acquisition site 50 from the document data acquisition terminal 26, with the data linked to the client identification information. In this way, the client company (client terminal 30) can access the management server 10 and view the document data linked to the corresponding client identification information.
[0035] Alternatively, the document data receiving means 20 may acquire document data linked to client identification information from the document data acquisition terminal 26 based on pre-existing proxy acquisition information and proxy acquisition schedules. This acquisition method is not particularly limited and can be acquired through API integration, etc.
[0036] (others) In addition, the management server 10 (control unit 12) can perform various functions. For example, it can store the evidence data received from the evidence data acquisition terminal 26 in the storage unit 22, linked to client identification information, and make it accessible to each client company. Furthermore, if a department or person in charge is received as client identification information, it can be set so that only employees or persons in the corresponding department can view the data.
[0037] Furthermore, as a method for identifying trading partners (including their departments and personnel), the management server 10 (control unit 12) may provide trading partners with a unique URL (proxy acquisition site 50) for uploading document data. Specifically, an upload URL may be issued for each trading partner (including their departments and personnel) and sent to the client terminal 30 (which is then sent from the client terminal 30 to the trading partner terminal 40). This URL may display a list of recipients for the documents (departments and personnel of the client company) allowing the trading partner (sender of the invoice) to select, or it may be a dedicated recipient (department or personnel of the client company) for each trading partner (sender).
[0038] Furthermore, the management server 10 (control unit 12) may, by executing a predetermined program, generate an identification code for each trading partner company and / or client company (which may be each department or person in charge) or each project related to the document after the proxy information receiving means 14 has received proxy information from the client terminal 30 (for example, Figure 2), and may also generate a notification email address to be sent by the transmission means 18 to the client terminal 30. The method for generating the identification code and notification email address is not particularly limited, and publicly known means can be used.
[0039] Furthermore, as described above, the proxy acquisition information receiving means 14 can link the trading partner companies and proxy acquisition sites 50 received as "proxy acquisition information" with the identification codes corresponding to those trading partner companies, etc. This allows the document data acquisition terminal 26 and the management server 10 to further simplify, automate, and streamline the management and processing of the document data by using the linked information associated with the identification codes, without having to read the names of trading partner companies, etc., from the document data when acquiring the relevant document data from the proxy acquisition site 50 or after acquisition.
[0040] (Proof data acquisition terminal 26) The document data acquisition terminal 26 includes, but is not limited to, a personal computer installed in the office of the management company that manages the management server 10. Information is sent and received between the management server 10 and the terminal by operating the document data acquisition terminal 26. The document data acquisition terminal 26 can also link the document data acquired from the proxy acquisition site 50 to client identification information (in the narrow sense). It is more preferable for the document data acquisition terminal 26 to link not only the client identification information but also the identification information of the trading partner company to the document data, and it is even more preferable for the document data to link not only the client identification information but also the information of the proxy-acquired document data to the document data. The document data acquisition terminal 26 may receive "notification emails". Login information may be acquired from the server as needed.
[0041] (Client terminal 30) The client terminal 30 includes personal computers and other devices installed at client companies that traditionally receive invoices from trading partners, and is operated by employees of these client companies.
[0042] (Customer terminal 40) The customer terminal 40 includes personal computers and other devices installed at the customer company's business partners, which are responsible for issuing invoices to the client company, and is operated by employees of that business partner company.
[0043] (Agent acquisition site 50) The proxy acquisition site 50 is accessible via the internet and is managed or used by each trading partner company. For example, it allows the creation of a website in internet space to upload invoice data (specifically, images of invoices). Employees of the trading partner company upload the invoice data using the trading partner terminal 40.
[0044] [Information Processing Method 1] Next, the processing flow of the information processing system 1 of this embodiment will be explained using the charts shown in Figures 2 and 3. Figure 2 is a chart showing the flow of information between each component when the document processing agency service is performed in the information processing system 1 shown in Figure 1 based on calendar management (agency acquisition schedule). Figure 3 is a flowchart showing an example of the operation when the information processing shown in Figure 2 is performed in the management server 10 shown in Figure 1. Hereafter, it is assumed that a transaction has taken place between a predetermined client company that owns a client terminal 30 and a predetermined trading partner company that owns a trading partner terminal 40.
[0045] First, the client terminal 30 transmits proxy acquisition information, including client identification information, information about the URL of the proxy acquisition site, and information about the proxy acquisition schedule, to the management server 10. That is, the control unit 12 (proxy acquisition information receiving means 14) receives the proxy acquisition information, including client identification information, information about the URL of the proxy acquisition site, and information about the proxy acquisition schedule, from the client terminal 30 (Figure 3, step S10). If necessary, the proxy acquisition information may also include ID information and password information for accessing the proxy acquisition site 50 (Figure 2, left side). At this time, an identification code may also be generated and linked to the proxy acquisition information.
[0046] Next, the control unit 12 (transmission means 18) transmits the received proxy acquisition information to the document data acquisition terminal 26, which enables the document data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing based on the proxy acquisition schedule information and acquire the document data (Figure 2, center; Figure 3, step S20).
[0047] Around the same time, the trading partner company that has conducted business with the client company that owns this client terminal 30 issues an invoice and uploads the image data of the invoice as supporting document (invoice) data to the proxy acquisition site 50 (Figure 2, right side).
[0048] Subsequently, an operator who is an employee of the management company (or a contractor, subcontractor, etc.) managing the management server 10 accesses the proxy acquisition site 50 using the document data acquisition terminal 26 and downloads and acquires the document data. Next, the document data acquired from the proxy acquisition site 50 by the document data acquisition terminal 26 is linked to the client identification information (center of Figure 2). At this time, it may be possible to determine which department or person of the client it is from the document data, etc. Also, for example, if an identification code has not been generated, information about the sending business partner company may be acquired from the document data, etc. (the business partner company may be identified from the document data, etc.).
[0049] Next, the control unit 12 (proof data receiving means 20) receives the proof data acquired from the proxy acquisition site 50 by the proof data acquisition terminal 26, linked to the client identification information (Figure 3, step S30).
[0050] This information may be stored and registered in the memory unit 22.
[0051] Furthermore, the document data obtained from the proxy acquisition site 50 can be made accessible to each client company (by department or by person in charge). Alternatively, it may be sent from the management server 10 to the client terminal 30 of the client company. As a result, the accounting staff of the client company can approve invoice amounts to trading partners, process payments (e.g., bank transfers), etc., based on the document data displayed on the client terminal 30.
[0052] [Information Processing Method 2] Next, the processing flow of the information processing system 1 of this embodiment will be explained using the charts shown in Figures 4 and 5. Figure 4 is a chart showing the flow of information between each component when the document processing proxy service is performed based on email notification in the information processing system 1 shown in Figure 1. Figure 5 is a flowchart showing an example of the operation when the information processing shown in Figure 4 is performed in the management server 10 shown in Figure 1. In the following explanation, it will be assumed that a transaction has taken place between a predetermined client company that possesses a client terminal 30 and a predetermined trading partner company that possesses a trading partner terminal 40, and common items will be omitted as appropriate.
[0053] First, proxy acquisition information, including client identification information, is transmitted from the client terminal 30 to the management server 10. That is, the control unit 12 (proxy acquisition information receiving means 14) receives proxy acquisition information, including client identification information, from the client terminal 30 (Figure 4 left side; Figure 5, step S110).
[0054] Next, the control unit 12 (transmission means 18) sends the notification email address to be notified after the upload to the client terminal 30 (Figure 4, upper panel; Figure 5, step S120).
[0055] Then, as shown in Figure 4, the client terminal 30 sends an email address to the trading partner terminal 40 to notify them of the upload, and the trading partner company (trading partner terminal 40) uploads the invoice image data as supporting data to the proxy acquisition site 50.
[0056] Next, this upload notification email is sent to the management server 10. That is, the control unit 12 (email receiving means 16) receives the notification email addressed to the notification email address (Figure 5, step S130). This notification email may include information about the URL of the proxy acquisition site 60.
[0057] Next, the control unit 12 (transmission means 18) sends the received notification email to the document data acquisition terminal 26, thereby enabling the document data acquisition terminal 26 to automatically access the corresponding proxy acquisition site 50 and automatically acquire the document data (Figure 4, center; Figure 5, step S140). At this time, an identification code (linked to the proxy acquisition information) may be sent to the document data acquisition terminal 26 together with the notification email or by itself. Alternatively, the received notification email may be sent to the document data acquisition terminal 26, thereby enabling the operator to manually access the proxy acquisition site 50 at a predetermined timing using the document data acquisition terminal 26 to acquire the document data.
[0058] Alternatively, instead of steps S130 and S140, the upload notification email may be sent directly to the document data acquisition terminal 26. In this case, the document data acquisition terminal 26 may access the proxy acquisition site 50 and acquire the document data without notifying the management server 10 that it has received the upload notification email. Or, the document data acquisition terminal 26 may notify the management server 10 that it has received the upload notification email and then access the proxy acquisition site 50 and acquire the document data.
[0059] Subsequently, the control unit 12 (proof data receiving means 20) receives the proof data acquired from the proxy acquisition site 50 by the proof data acquisition terminal 26, linked to the client identification information (Figure 5, step S150).
[0060] The above-described information processing methods are just examples, and processing is not limited to those described above.
[0061] In another embodiment, the operator of the document data acquisition terminal 26 may periodically check the proxy acquisition information in the storage unit 22, access the proxy acquisition destination site 50, and download and acquire the document data.
[0062] In this embodiment of the information processing system 1, management server 10 (computer), program, and information processing method, which have the configuration described above, the information processing system 1 comprises a computer 10 and a document data acquisition terminal 26. The document data acquisition terminal 26 acquires document data from the proxy acquisition site 50 and links the acquired document data to client identification information. The computer 10 functions as a proxy acquisition information receiving means 14 and a document data receiving means 20 by executing a program. The proxy acquisition information receiving means 14 receives proxy acquisition information including client identification information from the client terminal 30, and the document data receiving means 20 receives the document data acquired from the proxy acquisition site 50 from the document data acquisition terminal 26, linked to the client identification information. With such an information processing system 1, management server 10 (computer), program, and information processing method, it is possible to process document data uploaded by the client's trading partner company to the proxy acquisition site more efficiently.
[0063] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the computer 10 is further configured to function as a transmission means 18. The proxy acquisition information received by the proxy acquisition information receiving means 14 further includes information on the URL of the proxy acquisition destination site 50 and information on the proxy acquisition schedule. The transmission means 18 transmits the proxy acquisition information received by the proxy acquisition information receiving means 14 to the document data acquisition terminal 26. This enables the document data acquisition terminal 26 to access the proxy acquisition destination site 50 at a predetermined timing and acquire document data. The document data acquisition terminal 26 then links the document data acquired from the proxy acquisition destination site 50 to the client identification information. In this way, based on the transmission of proxy acquisition information to the document data acquisition terminal 26, and more specifically based on the proxy acquisition schedule, it is possible to process the document data uploaded to the proxy acquisition destination site more efficiently, and in particular, it becomes possible to efficiently process only the document data that has already been uploaded. Furthermore, by simply clicking the URL displayed on the monitor of the document data acquisition terminal 26, the document data acquisition screen (proxy acquisition site 50) is automatically displayed on the document data acquisition terminal 26, thereby improving the convenience of acquiring document data.
[0064] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, it is preferable that the proxy acquisition information received by the proxy acquisition information receiving means 14 further includes at least one of the ID information and password required when accessing the proxy acquisition destination site 50. In this way, the ID information and password information required to access the acquisition screen are also transmitted to the document data acquisition terminal 26, further improving the convenience of acquiring document data.
[0065] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the proxy acquisition information may be transmitted to the certificate data acquisition terminal 26 by the transmission means 18, and the certificate data acquisition terminal 26 may automatically access the proxy acquisition destination site 50, thereby automatically acquiring the certificate data. By automatically acquiring the certificate data in this way, the certificate data processing can be made even more efficient. The advantages of this configuration are clear when a client company conducts multiple transactions and needs to access, for example, 100 proxy acquisition destination sites 50.
[0066] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the computer 10 is further configured to function as a transmission means 18 and an email receiving means 16. The transmission means 18 sends a notification email address to the client terminal 30, and when the email receiving means 16 receives a notification email addressed to the notification email address, the transmission means 18 sends the notification email received by the email receiving means 16 to the document data acquisition terminal 26. This enables the document data acquisition terminal 26 to access the proxy acquisition site 50 at a predetermined timing to acquire document data, and the document data acquired from the proxy acquisition site 50 is linked to the client identification information at the document data acquisition terminal 26. In this way, by using the transmission of the notification email to the document data acquisition terminal 26 after the upload of document data as a trigger for the document data acquisition terminal 26 to access the proxy acquisition site 50, more efficient processing of the document data uploaded to the proxy acquisition site can be achieved.
[0067] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, it is preferable that the notification email includes information about the URL of the proxy acquisition site 50. In this way, the convenience of acquiring proof data can be improved because the proof data acquisition screen (proxy acquisition site 50) is displayed on the proof data acquisition terminal 26 simply by clicking the URL displayed on the monitor via the proxy acquisition site 50 or management server 10.
[0068] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, when a notification email is sent to the document data acquisition terminal 26 by the transmission means 18, the document data acquisition terminal 26 automatically accesses the proxy acquisition site 50, thereby automatically acquiring the document data. By automatically acquiring the document data in this way, document data processing can be performed even more efficiently.
[0069] Furthermore, the information processing system 1, management server 10 (computer), program, and information processing method according to this embodiment are not limited to the above-described forms or combinations thereof, and various modifications can be made.
[0070] In the above example, the management server 10 and the document data acquisition terminal 26 were separate devices, but they may be integrated and their respective functions implemented in a single device. For example, the management server 10 may directly acquire the document data from the proxy acquisition site 50.
[0071] Furthermore, the document data acquired from the proxy acquisition site 50 by the document data acquisition terminal 26 is not limited to image data of invoices. Any downloadable document other than legally required documents, such as meeting minutes or memos, that is handled in the course of business between a trading partner company and a client company and transmitted from one to the other, may be used. For example, instead of image data of an invoice, at least one piece of text information from the invoice, such as the invoice date, details, amount, and payment due date, may be used as the data acquired from the proxy acquisition site 50 by the document data acquisition terminal 26. This information may also be information read from the invoice image data using an OCR function. In this case, the operator of the document data acquisition terminal 26 can compare the proxy acquisition information with the invoice information read by the OCR function, and if they do not match, they can notify that the proxy acquisition information or the information from the proxy acquisition site 50 is incorrect. [Explanation of Symbols]
[0072] 1. Information Processing System 10. Management Server (Computer) 12 Control Unit 14. Method of receiving information obtained by proxy 16. Email Reception Methods 18 Transmission means 20. Method for receiving supporting document data 22 Memory section 24 Communications Department 26. Terminal for acquiring supporting document data 30 client terminals 40. Customer terminals 50 Agent Acquisition Sites
Claims
1. A program that causes a computer to function as a proxy information receiving means, a transmission means, and a document data receiving means, The proxy information receiving means receives proxy information, including client identification information, from the client terminal. The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the document to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The computer generates a random identification code to be associated with the promissory note obtained by proxy after the proxy information receiving means has received the proxy information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The aforementioned document data receiving means is a program that receives document data obtained from the proxy acquisition site, linked to the client identification information.
2. The program according to claim 1, wherein the transmission means transmits the generated identification code to the client terminal.
3. The program according to claim 1, wherein the proxy acquisition information received by the proxy acquisition information receiving means further includes at least one of the ID information and password required when accessing the proxy acquisition destination site.
4. The program according to claim 1, wherein the proxy acquisition information is transmitted to the certificate data acquisition terminal by the transmission means, and the certificate data acquisition terminal automatically accesses the proxy acquisition destination site, thereby automatically acquiring the certificate data.
5. A computer that functions as a proxy information receiving means, a transmission means, and a document data receiving means by executing a program, The proxy information receiving means receives proxy information, including client identification information, from the client terminal. The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the document to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The computer generates a random identification code to be associated with the promissory note obtained by proxy after the proxy information receiving means has received the proxy information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The aforementioned document data receiving means is a computer that receives document data obtained from the proxy acquisition site, linked to the client identification information.
6. A system comprising a computer and a terminal for acquiring evidence data, The aforementioned document data acquisition terminal acquires document data from the proxy acquisition site, and links the acquired document data to the client identification information. The aforementioned computer functions as a proxy information receiving means, a transmission means, and a document data receiving means by executing a program. The proxy information receiving means receives proxy information, including client identification information, from the client terminal. The proxy acquisition information received by the proxy acquisition information receiving means further includes information on the document to be acquired by proxy, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The computer generates a random identification code to be associated with the promissory note obtained by proxy after the proxy information receiving means has received the proxy information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site at a predetermined timing and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The aforementioned document data receiving means is a system that receives document data obtained from the proxy acquisition site in a state linked to the client identification information.
7. An information processing method performed by a computer having a control unit, The computer, after receiving the information obtained by proxy, generates a random identification code that is associated with the document obtained by proxy. The control unit receives proxy acquisition information, including client identification information, from a client terminal, wherein the received proxy acquisition information further includes information on the document to be acquired on behalf of the client, information on the URL of the proxy acquisition destination site, and information on the proxy acquisition schedule. The control unit receives the evidence data obtained from the proxy acquisition site in a state linked to the client identification information, The control unit transmits the received proxy acquisition information, along with the generated identification code, to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition site at a predetermined timing and acquire the certificate data. The control unit receives the evidence data obtained from the proxy acquisition site in a state linked to the client identification information, Equipped with, An information processing method in which, in the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information.
Citation Information
Patent Citations
Electronic billing processing service system and application for the electronic billing processing service system
JP2012022417A
Program, computer, information processing system and information processing method
JP2023174470A
Program, computer, information processing system and information processing method
JP2024017479A
Bulk download of documents from a system for managing documents
US20060212419A1
Data processing device, data processing method and program
JP7051168B1