Information processing device, control method for information processing device, program, and information processing system
The information processing device uses two-dimensional codes to link document images with external registration systems, addressing accuracy issues in character recognition by directly retrieving registration information, thus enhancing invoice processing efficiency.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- CANON KK
- Filing Date
- 2024-11-19
- Publication Date
- 2026-05-29
AI Technical Summary
Existing character recognition techniques for form images, such as OCR, struggle with accuracy and format variations, making it difficult to reliably extract character strings from documents, particularly when checking registration status in external management systems.
An information processing device that utilizes a two-dimensional code embedded in document images to identify and retrieve registration information from an external system, eliminating the need for character recognition by directly linking document identification with registration data.
Enables accurate retrieval of document issuer registration information without character recognition, streamlining the processing of invoices and reducing manual input by integrating with external management systems.
Smart Images

Figure 2026088762000001_ABST
Abstract
Description
Technical Field
[0001] The present disclosure relates to an information processing apparatus, a control method for an information processing apparatus, a program, and an information processing system.
Background Art
[0002] Conventionally, there has been known a technique of performing character recognition such as OCR (Optical Character Reader) on a form image obtained by reading a form such as a claim form with an image reading device to extract a character string, and automatically inputting the result into an input field of a form system.
[0003] Since the format of the form varies depending on the issuer or the accuracy of character recognition is not high, it is difficult to accurately obtain the character string described in the form, and improvement thereof has been studied.
[0004] Regarding the technique of obtaining the character string described in the form, Patent Document 1 discloses a technique of reading form identification information for identifying a form from an embedded code included in form image data, and obtaining form information held in association with the read form identification information.
Prior Art Documents
Patent Documents
[0005]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0006] In some cases, there is an external management system that links the registration number of a registered business with related information such as the business name and the business's registration status. In such cases, it may be necessary to check the registration status, such as whether the document issuer is registered in the external management system. However, the technology described in Patent Document 1 requires accessing the external management system and using the document issuer identification number contained in the document information obtained from the document image data to check the document issuer's name and registration status. [Means for solving the problem]
[0007] An information processing device according to one aspect of the present disclosure is an information processing device that can communicate with an external device that manages registration information relating to the issuer of a document, and is characterized by comprising: an image acquisition means for acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document; an analysis means for analyzing the two-dimensional code included in the acquired document image; a registration information acquisition means for acquiring the registration information associated with the document identification information obtained by the analysis of the two-dimensional code from the external device; and a display control means for displaying the document identification information and the registration information on a display means. [Effects of the Invention]
[0008] According to the technology disclosed herein, registration information regarding the issuer of a document can be obtained from a document image without performing character recognition. [Brief explanation of the drawing]
[0009] [Figure 1] This is a diagram showing the entire information processing system. [Figure 2] This figure shows an example of the hardware configuration of the billing terminal. [Figure 3] This figure shows an example of the hardware configuration for a document management system. [Figure 4] This figure shows an example of the functional configuration of an information processing system. [Figure 5] This is a diagram showing the sequence of an information processing system. [Figure 6]This is a schematic diagram showing the invoice creation screen. [Figure 7] This is a schematic diagram showing an image of an invoice. [Figure 8] This is a schematic diagram showing the journal entry screen. [Figure 9] This flowchart shows the flow of the process for determining whether to display the registration status. [Figure 10] This is a schematic diagram showing the journal entry screen. [Modes for carrying out the invention]
[0010] The embodiments for carrying out the technology of this disclosure will be described in detail below with reference to the drawings. The following embodiments are not intended to limit the technology of this disclosure as defined in the claims. Not all combinations of features described in the embodiments are essential as solutions of the technology of this disclosure, and multiple features may be combined arbitrarily. Identical components are denoted by the same reference numerals.
[0011] <<Embodiment 1>> [System Configuration] Figure 1 shows an example of the overall configuration of the information processing system according to this embodiment. The information processing system 1 of this embodiment includes a billing terminal 100, a billing destination terminal 110, a document management system 120, a core system 130, and a document-related information system 140. The billing terminal 100, the billing destination terminal 110, the document management system 120, the core system 130, and the document-related information system 140 are able to communicate via the Internet. The billing terminal 100 and the billing destination terminal 110 are terminals such as smartphones. The document management system 120, the core system 130, and the document-related information system 140 are server computers equipped with a web server and a database.
[0012] In the information processing system 1 of this embodiment, the requesting terminal 100 connects to the document management system 120 via the internet and inputs document information indicating the contents of the document. The document information includes a registration number issued after prior user registration in the document-related information system 140. The document management system 120 generates and outputs document image data containing the input document information. At this time, the document management system 120 generates an embedded code indicating document identification information for identifying the document, and includes the generated embedded code in the document image data.
[0013] Next, when the billing terminal 110 reads the document image data, it automatically identifies the embedded code within the document image data and extracts the embedded document identification information. The billing terminal 110 then sends the extracted document identification information to the document management system 120. Upon receiving the document identification information, the document management system 120 uses the received document identification information to refer to a database (not shown) and retrieves the document information entered by the billing terminal 100. In this embodiment, the billing terminal 110 extracts the document identification information from the embedded code and sends it to the document management system 120, but this is not limited to this. For example, the billing terminal 110 may only perform the process of reading the document image data and sending it to the document management system 120, while the document management system 120 performs the extraction of the document identification information from the embedded code within the document image data.
[0014] Then, the form management system 120 transmits the registration number included in the form information to the form-related information system 140. The registration number is information for identifying the form issuer and is the identification information corresponding to the form issuer. The form-related information system 140 refers to a database (not shown) using the received registration number, obtains form-related information associated with the registration number, and returns it to the form management system 120. Since the form-related information is information related to the form issuer, it can also be referred to as identification-related information. The form management system 120 creates a form information screen using the form-related information obtained from the form-related information system 140, the form information obtained from the database within the form management system 120, and the form image data received from the billing terminal 110. Then, the form management system 120 displays the created form information screen on a display device (not shown) on the billing terminal 110. The user operating the billing terminal 110 operates the displayed form information screen to complete the form. The completed form is saved in the form management system 120, but it may also be transmitted to the core system 130 for use in other processes.
[0015] As described above, in the form management system 120 of this embodiment, an embedded code indicating form identification information for identifying a form is generated when issuing a form and embedded in the form image data. Then, the user of the billing party who has received the form reads the form image data using the billing terminal 110, obtains the form identification information from the embedded code, and transmits the form identification information to the form management system 120. When the form management system 120 obtains the form information from the form identification information and obtains the registration information included in the form information, it transmits the registration information to the form-related information system 140 to obtain the form-related information, and uses these to display a form screen on the billing terminal 110.
[0016] Therefore, according to this embodiment, the invoice information itself can be obtained without performing character recognition on the invoice image data input from the receiving side of the invoice. Further, information not included in the invoice management system 120 is obtained from an external invoice-related information system 140 using the registration information included in the invoice information. Thereby, the user of the billing terminal 110 can create an invoice on the invoice screen displayed on the billing terminal 110 without referring to external information by himself / herself.
[0017] In this embodiment, an invoice, which is a type of invoice, will be described as an example. First, the issuer of the invoice, which is the source of the invoice, is a business operator that conducts transactions with various business partners, and can be an individual, or an organization such as a company or a corporation. Hereinafter, it will be referred to as business operator A. On the other hand, the recipient of the invoice, which is the receiving side of the invoice, is a business partner of business operator A. Hereinafter, it will be referred to as business operator B.
[0018] First, prior to using the invoice management system 120, business operator A registers as a qualified business operator with the invoice-related information system 140. The invoice-related information system 140 is a management system for the national tax agency invoice system. When business operator A conducts the procedure for applying for registration as a qualified invoice-issuing business operator to the invoice-related information system 140 and is registered as a qualified invoice-issuing business operator after passing the review, it is published as registration information. At the time of registration, the name of the qualified invoice-issuing business operator, the qualified business operator number (registration number), the business operator processing classification, and the registration date are also registered in association. This registration with the invoice-related information system 140 may be performed via the Internet using a billing source terminal 100 or the like, or may be applied for in paper form by visiting a tax office. Similarly, the method of notifying business operator A of the qualified business operator number issued from the invoice-related information system 140 may be an Internet medium such as email, or may be received in writing from postal delivery or the tax office counter. [[ID= 10]]
[0019] Next, business A conducts a transaction with business B and accesses the document management system 120 using the billing terminal 100 to create an invoice for business B. The person in charge at business A enters the necessary invoice information for creating a general invoice, such as the details to be billed to business B, the bank account for payment, and the payment deadline, into the document management system 120, along with the qualified business number issued by the document-related information system 140. The document management system 120 saves the entered information into a database (not shown) and issues an invoice management number. When issuing the invoice to the person in charge at business A, it creates a QR code (registered trademark), which is a two-dimensional code that encodes the invoice management number, and adds it to the margin of the invoice image. The invoice may be a paper document printed from a printer (not shown) or an electronic document such as a PDF (Portable Document Format). The two-dimensional code is not limited to a QR code; it may also be a barcode that encodes the invoice management number.
[0020] Next, the person in charge at business A sends the prepared invoice to business B. If the invoice is in electronic format, it can be attached to an email or similar message, or it can be printed and sent as a paper document via fax, mail, or in person.
[0021] When a representative from business operator B receives an invoice, they access the document management system 120 using the billing terminal 110 and register the invoice. If the invoice is in electronic format, it is registered as is. However, if it is in paper format, the paper document is optically read using an information reading device (not shown), converted into an electronic document image, and then registered.
[0022] The document management system 120 detects and analyzes the QR code on the invoice data sent from the billing terminal 110 and obtains the invoice management number. Then, it uses the invoice management number to refer to a database (not shown) and obtains the invoice information and the qualified business number. Next, the document management system 120 accesses the document-related information system 140 and sends the qualified business number, and the document-related information system 140 returns qualified business information such as the business name and qualified business registration status.
[0023] The document management system 120 creates document processing screen data based on the image data of the invoice, the invoice information obtained from the database, and the qualified business information obtained from the document-related information system 140, and sends it to the billing terminal 110.
[0024] The person in charge at business operator B processes the invoice by operating the document processing screen displayed on the billing terminal 110. Specifically, they verify whether the contents of the invoice are appropriate as consideration for the transaction with business operator A, and if they are appropriate, they instruct the document management system 120 to process the payment to the core system 130.
[0025] [Hardware configuration of the billing terminal] Figure 2 shows the hardware configuration of the billing terminal 100. The hardware configuration of the billing terminal 110 is the same as that of the billing terminal 100 shown in Figure 2. The billing terminal 100 has a control unit 210 and an operation unit 220.
[0026] The control unit 210 includes the following parts 211 to 215 and controls the operation of the entire billing terminal 100. The CPU 211 controls the operation of the entire billing terminal 100 by reading the control program stored in the ROM 212 and executing various processes. The RAM 213 is used as the main memory, work area, and other temporary storage area of the CPU 211. In this embodiment, one CPU 211 uses one memory (RAM 213 or storage 214) to execute each process shown in the flowchart described later, but this is not limited to this. For example, multiple CPUs or multiple RAMs or storages may work together to execute each process. The storage 214 is a large-capacity storage unit that stores image data and various programs. The network I / F 215 is an interface that connects the billing terminal 100 to the internet. The billing terminal 100 communicates with other devices (cloud services such as the document management system 120, core system 130, and document-related information system 140) via the network I / F 215 and sends and receives various information.
[0027] The control unit 220 is equipped with a touch panel and accepts user operations, inputs, or instructions, and displays a screen corresponding to those operations, inputs, or instructions.
[0028] (Hardware configuration of the document management system) Figure 3 shows an example of the hardware configuration of the document management system 120. The hardware configuration of the core system 130 and the document-related information system 140 is the same as that of the document management system 120 shown in Figure 3.
[0029] The document management system 120 is an information processing device and includes a CPU 301, RAM 302, ROM 303, network interface 304, display device 305, input device 306, and storage device 307. The document management system 120 further includes an input / output bus (address bus, data bus, and control bus) 309.
[0030] The CPU 301 is the central processing unit that controls the computer system. Based on the control program, the CPU 301 performs calculations and processing of information and controls each piece of hardware, thereby realizing the various functional configurations and processes described later. The RAM 302 is random access memory and functions as the main memory of the CPU 301, acting as work memory necessary for loading and executing programs. The ROM 303 is read-only memory and stores the control program that defines the operating procedures of the CPU 301. The ROM 303 contains a program ROM that stores the basic software (OS), which is the system program that controls the equipment of the computer system, and a data ROM that stores information necessary for the system to operate. In some cases, the storage device 307, described later, may be used instead of the ROM 303. The network interface (hereinafter referred to as NETIF) 304 controls the input and output of data such as images that are sent and received via the network. The NETIF 304 acts as a window for communication with external devices such as the billing terminal 100 and the billing destination terminal 110. The display device 305 is, for example, a CRT display or a liquid crystal display. The input device 306 is a device for receiving operation instructions from the user, such as a touch panel, keyboard, or mouse. The storage device 307 is a device for storing programs executed by the CPU 301, the database 308, and various other information, such as a non-volatile storage device like a magnetic disk or flash memory. When the database 308 functions as a system, it holds information corresponding to the system in which it functions. Specifically, when it functions as the document management system 120, it holds tables for managing document information and registration information. When it functions as the core system 130, it holds information on multiple recipients and information necessary for making transfers to recipients. Furthermore, when the database 308 functions as the document-related information system 140, it holds tables for managing qualified business information such as business names and qualified business registration status. The input / output bus 309 connects the various parts of the document management system 120 and transmits information.
[0031] [Software configuration of information processing systems] Figure 4 shows an example of the software configuration of Information Processing System 1. Note that identical configurations are assigned the same number, and their explanations are omitted.
[0032] The billing terminal 100 has an instruction unit 401, a display unit 402, and a communication unit 403. The instruction unit 401 is a touch device integrated with the display unit 402, and is used to change the content or instruct processing by manipulating the information displayed on the display unit 402. The display unit 402 displays screen data acquired via the communication unit 403 and updates the content of the displayed screen according to the operations performed on the instruction unit 401 and the data from the communication unit 403. The communication unit 403 transmits the content entered on the instruction unit 401 to the document management system 120 and transmits the document processing screen data returned as a response to the display unit 402.
[0033] The billing terminal 110 has the same configuration as the billing terminal 100, and the communication destination of the communication unit 403 is the same document management system 120 as the billing terminal 100, so its explanation is omitted.
[0034] The document management system 120 includes a data management unit 411, a data control unit 412, and a communication unit 413.
[0035] The data management unit 411 has a storage unit 421 and an output unit 422, and outputs, updates, and registers new report data held internally according to instructions from the data control unit 412. The storage unit 421 stores the following information from the report information transmitted from the first terminal device, the billing terminal 100. Specifically, the storage unit 421 stores the identification information of the invoice issuer and the identification information of the invoice, which are managed in the report-related information system 140 of an external device, in association with the registrant information indicating the registrant name registered for each of the multiple users. The output unit 422 outputs the identification information of the invoice issuer acquired by the identification information acquisition unit 425 to the report-related information system 140, and outputs screen data (report management information) including the invoice identification information and registration information to the billing terminal 110.
[0036] The data control unit 412 includes an image acquisition unit 423, an analysis unit 424, an identification information acquisition unit 425, a registration information acquisition unit 426, a screen creation unit 427, and a display control unit 428, and performs the following processing. Specifically, the data control unit 412 sends instructions to the data management unit 411 based on the content instructed from the billing terminal 100 etc. via the communication unit 413 to acquire, update, and add stored report information. It also creates screen data for display on the display unit 402 based on the data and instructions from the billing terminal 100 etc., and transmits it to the billing terminal 100 etc. via the communication unit 413.
[0037] The image acquisition unit 423 acquires an invoice image that includes a two-dimensional code encoding the invoice's identification information and the invoice issuer's identification information. The analysis unit 424 analyzes the two-dimensional code contained in the invoice image to acquire the invoice's identification information. The identification information acquisition unit 425 refers to the storage unit 421 to acquire the invoice issuer's identification information that is associated with the invoice's identification information acquired by the analysis unit 424.
[0038] The registration information acquisition unit 426 acquires registration information, including registrant information associated with the identification information of the invoice issuer acquired by the identification information acquisition unit 425, from the external device, the document-related information system 140. The screen creation unit 427 creates screen data including the invoice identification information acquired by analyzing the QR code and the registration information acquired from the document-related information system 140. The display control unit 428 displays the screen data created by the screen creation unit 427 on the billing terminal 110.
[0039] The core system 130 has the same configuration as the document management system 120, but differs from the parts 411-413 of the document management system 120 in that it has a data management unit 431, a data control unit 432, and a communication unit 433. The data management unit 431 stores login information for financial institutions (not shown) to instruct them to process withdrawals, as well as history information when withdrawals are processed. The data control unit 432 reads the login information for the receiving financial institution from the data management unit via the communication unit 433 according to the instructions for withdrawal processing from the document management system 120, and processes the withdrawal to the financial institution (not shown) via the communication unit 433. When the withdrawal process is completed, the data control unit 432 sends an instruction to the data management unit 431 to save the withdrawal details.
[0040] The document-related information system 140 is an external device that manages registration information, including registration status information indicating the registration status, which pertains to the issuer of a document. The document-related information system 140 has the same configuration as the document management system 120, but differs from the parts 411 to 413 of the document management system 120 in that it has a data management unit 441, a data control unit 442, and a communication unit 443.
[0041] The data management unit 441 stores the qualified business number, business name, registration status, etc., issued in response to applications from each business, and adds, updates, and deletes information according to instructions from the data control unit 442. The data control unit 442, via the communication unit 443, retrieves and returns the qualified business number, business name, and registration information by referring to the data management unit 441 according to instructions from the document management system 120. In addition, when a tax office official inputs the registration information of a business to be registered as a qualified business using the input unit (not shown), the data control unit 442 registers that information in the data management unit 441.
[0042] [Sequence of information processing systems] Figure 5 shows the sequence of the information processing system according to this embodiment. The symbol "S" in the description of each process indicates a step in the sequence. This section will focus on the interactions between each device.
[0043] In S501, a representative of business operator A operates the billing terminal 100 to access the document-related information system 140 and submits an application for registration as a qualified business operator. In S502, the document-related information system 140 receives the registration application from S501, reviews the application, and if it finds no problems with the application, it issues a qualified business operator number and stores the issued qualified business operator number as business operator data in the data management unit 441. This registers the issued qualified business operator number. In S502', the billing terminal 100 receives the qualified business operator number transmitted from the document-related information system 140. As a result, business operator A recognizes the qualified business operator number, which is the registration number that registers business operator A as a qualified invoice issuer (hereinafter referred to as a qualified business operator).
[0044] Next, in S503, the person in charge of business A enters into a contract with business B for services and calculates the amount to be billed as compensation for those services. Then, in S503, the person in charge of business A logs into the document management system 120. When the person in charge of business A requests the creation of an invoice, in S503', the billing terminal 100 obtains image data sent from the document management system 120, which is screen data for creating an invoice (screen data for invoice creation).
[0045] In S504, the billing terminal 100 displays the invoice creation screen 600 as an input screen, based on the invoice creation screen data obtained in S503'. The billing terminal 100 then accepts user input from a representative of business A for editing the billing data, such as creation, modification, and confirmation, via the displayed invoice creation screen 600. The billing data includes the business name, items, amount, and bank account details that are typically included in an invoice, as well as the qualified business number issued in S502.
[0046] (Invoice creation screen) Figure 6 shows an example of an invoice creation screen. The invoice creation screen 600 is a UI screen that accepts user input, deletion, and other editing operations. The invoice creation screen 600 includes the billing company name 601, billing date 602, payment due date 603, customer number 604, qualified business number 605, bank name 606, account type 607, account number 608, and details 610. Details 610 includes the product code 611, product name 612, tax rate 613, quantity 614, unit price 615, and amount 616. The invoice creation screen 600 also includes the subtotal 617, consumption tax 618, and total billing amount 619. It can also be said that the invoice creation screen 600 includes document management information, which includes identification information corresponding to the document issuer and identification-related information about the document issuer.
[0047] The invoice creation screen 600 further includes an "Add Row" button 621, a "Save Draft" button 622, and a "Create Invoice" button 623. When the "Add Row" button 621 is pressed by the user, a new row is added to the details 610 for entering the product code, product name, tax rate, unit price, and amount. When the "Save Draft" button 622 is pressed by the user, the information entered on the invoice creation screen 600 is saved as a draft on the billing terminal 100 or the like. When the "Create Invoice" button 623 is pressed by the user, the process of creating invoice data based on the information entered on the invoice creation screen 600 and registering the created invoice data is executed.
[0048] In S505, the person in charge at business A presses the "Create Invoice" button 623 on the invoice creation screen 600 to register invoice data and issue an invoice creation request to the document management system 120. In S506, upon receiving the registration request, the document management system 120 issues an invoice management number to identify the invoice and stores it in the data management unit 411 along with the transmitted invoice data.
[0049] In S506', the document management system 120 creates an invoice image 700 and sends the invoice data to the billing terminal 100. It can also be said that the document management system 120 returns the invoice data as a response to S505. In addition to the predetermined format, the invoice image 700 has a QR code image of the invoice management number in the margin.
[0050] (Invoice image) Figure 7 shows an example of an invoice image. The invoice image 700 is assumed to be a bitmap image, but is not limited to this. The invoice image 700 may be in a format in which text is embedded in an image, such as PDF (Portable Document Format). The invoice image 700 includes information entered via the invoice creation screen 600 and information generated by the document management system 120. Specifically, the information entered via the invoice creation screen 600 includes the name of the billing company 701, the billing date 702, the payment due date 703, the customer number 704, the qualified business number 705, the bank name 706, the account type 707, the account number 708, and the details 710. The details 710 include the product code 711, the product name 712, the tax rate 713, the quantity 714, the unit price 715, and the amount 716. The information entered via the invoice creation screen 600 includes the subtotal 717, the consumption tax 718, and the total billing amount 719. The information generated by the document management system 120 includes invoice number 731 and embedded code 732 with the invoice number embedded within it.
[0051] In S507, the person in charge at business A sends the received invoice image 700 to the person in charge at business B, either as a printed copy or as electronic data. The method of delivery may be predetermined or set on a case-by-case basis.
[0052] In S508, the person in charge at business operator B operates the billing terminal 110 to log in to the document management system 120. Then, in S509, the person in charge at business operator B operates the billing terminal 110 to send the invoice image 700 to the document management system 120. If the person in charge at business operator B receives the invoice image 700 as electronic data, they send the electronic data directly to the document management system 120. If the person in charge at business operator B receives the invoice image 700 as a printed document (paper media), they use a scanning device (not shown) or similar to digitize the document and send the scanned image to the document management system 120.
[0053] In S510, the document management system 120 analyzes the received invoice image 700 and, upon detecting a QR code, reads and obtains the invoice management number embedded in the detected QR code. If the QR code contains anything other than the invoice management number, OCR processing is performed on the entire invoice image 700, and the contents (strings) written on the invoice are extracted from the OCR results to be used as the source data for the payment request data. However, this explanation is omitted in this embodiment.
[0054] In S511, the document management system 120 refers to the data management unit 411 and retrieves the invoice data saved in S506, which is linked to the invoice management number obtained in S510. In S512, the document management system 120 sends the qualified business number contained in the invoice data to the document-related information system 140. Then, in S512', the document-related information system 140 sends the qualified business information linked to the qualified business number to the document management system 120. As a result, the document management system 120 obtains the qualified business information linked to the qualified business number from the document-related information system 140. In S513, the document management system 120 creates a journal entry screen 800 using the invoice data obtained in S511 and the qualified business information obtained in S512'. In S513', the document management system 120 sends the journal entry screen 800 created in S513 to the billing terminal 110.
[0055] (Journal entry screen) Figure 8 shows an example of a journal entry screen. The journal entry screen 800 includes payee information 810, qualified business information 820, invoice details 830, journal entry result 840, disbursement information 850, a "Register Journal Entry" button 861, and a "Execute Disbursement" button 862. Regarding expense items, a pull-down menu is included that allows selection of details for the expense item name corresponding to the product name. Payee information 810 includes the payee company name 811. Qualified business information 820 includes the qualified business number 821, registrant name 822, and registration status 823. Invoice details 830 includes the invoice date 831 and details 832. Details 832 includes the product name 833, consumption tax 834, tax-exclusive amount 835, and expense item 836. Expense item 836 is in a pull-down menu format, allowing selection of one of the options. In Figure 8, "soccer ball" and "soccer uniform set" are selected as equipment, and "protein" is selected as food. The journal entry result 840 includes expense item 841, consumption tax 842, and pre-tax amount 843. The disbursement information 850 includes bank name 851, account type 852, account number 853, and disbursement amount 854. The "Register Journal Entry" button 861 executes a request to perform a journal entry on the invoice information and register it as a journal entry result. When the "Execute Disbursement" button 862 is pressed by the user, it executes a request to the document management system 120 to process the disbursement.
[0056] (Displaying registration status) Figure 9 is a flowchart showing the flow of the registration status display process. The registration status is displayed in the registration status 823 on the journal entry screen 800, and one of the following information types, "Approved," "Lost," "Deleted," "Removed," or "Exempted," is displayed according to the type of business processing category.
[0057] In S901, the document management system 120 determines whether the invoice data contains a qualified business number. If it determines that the qualified business number is not included (NO in S901), the process moves to S902. In S908, the document management system 120 displays "Exempt" in the registration status, indicating a tax-exempt business. On the other hand, if it determines that the qualified business number is included (NO in S901), the process moves to S902. In S902, the document management system 120 queries the document-related information system 140 for the processing category of the qualified business. The processing categories for qualified businesses are classified into new, change, expire, cancellation, and deletion. New indicates that a qualified business has been registered. Change indicates that the address of a qualified business has been changed. Expiration indicates that a qualified business has expired. Cancellation indicates that a qualified business has been canceled. Deletion indicates that a qualified business has been deleted.
[0058] In S903, the document management system 120 determines the type of business operator processing category. If it determines that the business operator processing category is new or changed (new / change in S903), the process moves to S904. In S904, the document management system 120 displays "Approved" in the registration status. If it determines that the business operator processing category is expired (expired in S903), the process moves to S905. In S905, the document management system 120 displays "Expired" in the registration status. If it determines that the business operator processing category is canceled (canceled in S903), the process moves to S906. In S906, the document management system 120 displays "Canceled" in the registration status. After completing the processes in S904, S905, S906, S907, and S908, the flow shown in Figure 9 is completed.
[0059] Returning to the explanation of the sequence diagram in Figure 5, in S514, the billing terminal 110 displays the journal entry screen 800 as an input screen, based on the image data for creating the journal entry acquired in S513'. The billing terminal 110 then accepts user input from the person in charge of business B to edit the journal entry data, such as creation, modification, and confirmation, via the displayed journal entry screen 800. Specifically, it verifies whether the contents of the invoice, such as the items and amounts on the invoice, are appropriate and whether they conform to the contract with business A, and whether the amounts and bank account numbers on the displayed invoice image data match the items on the payment request form. If there are no problems, the person in charge of business B makes the journal entry for the invoice item and presses the "Register Journal Entry" button via user operation. Then, in S515, the person in charge of business B presses the "Execute Payment" button 862. As a result, the billing terminal 110 executes the payment request to the document management system 120.
[0060] In S516, the document management system 120 instructs the core system 130 to process the payment, following instructions from the billing terminal 110. In S516', the document management system 120 receives the payment result from the core system 130 as a response to the instruction.
[0061] In S517, the document management system 120 saves the received payment results to the data management unit 411. Then, in S517', the document management system 120 notifies the billing terminal 110 that the payment processing is complete. In S517'', the document management system 120 notifies the billing terminal 100 that the payment processing is complete. Once this notification is complete, the process shown in Figure 5 is finished.
[0062] As explained above, this embodiment enables invoice processing that includes information from a document-related information system 140, which is a system other than the document management system 120 that created the invoice. Document-related information obtained from the document management system 120 and the document-related information system 140 is displayed together with the document information, thereby reducing manual work such as inputting document information in the document management system.
[0063] The above explanation describes the case where one of the four options, "Qualified," "Lost," "Deactivated," or "Exempt," is displayed to indicate the registration status of a qualified business operator, but it is not limited to these options. For example, both "Deactivated" and "Lost" indicate that a qualified business operator number has been issued, but the input tax credit under the invoice system is not applicable. In such cases, "Deactivated" and "Lost" are not distinguished, and "Not" may be displayed instead of "Deactivated" or "Lost."
[0064] <<Embodiment 2>> In this embodiment, a method for displaying a warning message according to the displayed registration status will be described with reference to the figures. This embodiment will primarily be described in terms of the differences from Embodiment 1.
[0065] (Journal entry screen) Figure 10 shows the journal entry screen according to this embodiment. The journal entry screen 1000 differs from the journal entry screen 800 of Embodiment 1 in that it displays a cautionary message below the registration status of the qualified business information. Specifically, the journal entry screen 1000 includes payee information 810, invoice details 830, journal entry result 840, disbursement information 850, a "Register Journal Entry" button 861, a "Execute Disbursement" button 862, and also includes qualified business information 1020. The qualified business information 1020 includes the qualified business number 1021, registrant name 1022, registration status 1023, and cautionary message 1024. However, the cautionary message 1024 is displayed when, for example, "Lost," "Deleted," "Exempted," or "Not Applicable" is displayed in the registration status 1023.
[0066] In this embodiment, in S512', qualified business operator information including the processing category of qualified business operators is obtained, and the analysis results obtained by analyzing the registration status as a qualified business operator based on the processing category of qualified business operators, along with a warning message associated with the analysis results as needed, are displayed.
[0067] If the registration status displays "Expired," a warning message such as "This qualified business number has expired" may be displayed. If the registration status displays "Deleted," a warning message such as "This qualified business number has been canceled" may be displayed. If the registration status displays "Removed," a warning message such as "This qualified business number has been deleted" may be displayed. If the registration status displays "Exempt," a warning message such as "This business is a tax-exempt business and not a qualified business" may be displayed. Also, if the registration status displays "Not Registered," a warning message such as "This business is not registered" may be displayed.
[0068] The display of a warning message prompts the person in charge at business operator B to confirm whether it is correct to proceed with the accounting entries and payment processing as requested in the invoice. Upon receiving this warning message, the person in charge at business operator B will confirm the situation with business operator A and then proceed with the appropriate accounting entries and payment processing.
[0069] As explained above, according to this embodiment, by displaying the registration status of the invoicer, business A, as a qualified business on the journal entry screen 1000, along with a cautionary message tailored to the registration details, it becomes possible to process invoices in a manner more suitable for the qualified business system.
[0070] <<Other Embodiments>> This disclosure can also be implemented by supplying a program that implements one or more of the functions of the above embodiments to a system or device via a network or storage medium, and by having one or more processors in the computer of that system or device read and execute the program. It can also be implemented by a circuit (e.g., an ASIC) that implements one or more functions. Furthermore, the program may be recorded on a recording medium readable by a computer and provided.
[0071] Furthermore, the technologies of this disclosure also include systems and their functions configured by appropriately combining the embodiments described above.
[0072] This embodiment includes the following configuration examples.
[0073] (Composition 1) An information processing device that can communicate with an external device that manages registration information regarding the issuer of a document, Image acquisition means for acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document, An analysis means for analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition means for acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, A display control means for displaying the aforementioned document identification information and the aforementioned registration information on a display means, An information processing device characterized by having the following:
[0074] (Configuration 2) The aforementioned registration information includes registration status information indicating the registration status. The information processing device according to configuration 1, characterized by the above.
[0075] (Composition 3) The display control means causes the display means to display a message associated with the registration status information. The information processing apparatus according to configuration 2, characterized in that...
[0076] (Composition 4) If the registration status information indicates that the issuer of the document, as shown by the document identification information, has lost their registration, the display control means displays a message indicating that the issuer's registration has expired. The information processing apparatus according to configuration 3, characterized by the features described herein.
[0077] (Composition 5) If the registration status information indicates that the issuer of the document, as shown by the document identification information, has had their registration canceled, the display control means displays a message indicating that the issuer's registration has been canceled. An information processing apparatus according to configuration 3 or 4, characterized by the above.
[0078] (Composition 6) If the registration status information indicates that the issuer of the document, as shown by the document identification information, has been removed from the external device, the display control means displays a message indicating that the issuer's registration has been removed from the external device. An information processing device according to any one of configurations 3 to 5, characterized by the above.
[0079] (Composition 7) If the registration status information indicates that the issuer of the document, as shown by the document identification information, is not registered with the external device, the display control means displays a message indicating that the issuer is not registered with the external device. An information processing device according to any one of configurations 3 to 6, characterized by the above.
[0080] (Composition 8) The system further includes output means for outputting the aforementioned document identification information and the aforementioned registration information, When the output means receives an instruction to output to a terminal device operated by the user, it outputs the document identification information and the registration information to the terminal device. An information processing device according to any one of configurations 1 to 7, characterized by the above.
[0081] (Composition 9) The aforementioned two-dimensional code is a barcode or a QR code. An information processing device according to any one of configurations 1 to 8, characterized by the above.
[0082] (Composition 10) The image acquisition means acquires the document image obtained by optically reading the document. An information processing device according to any one of configurations 1 to 9, characterized by the above.
[0083] (Composition 11) The aforementioned document identification information includes a string indicating a qualified business number associated with a qualified business registered in the external device. An information processing device according to any one of configurations 1 to 10, characterized by the above.
[0084] (Composition 12) The registration information includes a string of characters indicating the name of the qualified business operator. The information processing apparatus according to configuration 11, characterized by the features described above.
[0085] (Composition 13) A control method for an information processing device that can communicate with an external device that manages registration information regarding the issuer of a document, An image acquisition step of acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document, An analysis step of analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition step of acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, A display control step that causes the aforementioned document identification information and the aforementioned registration information to be displayed on the display means, A control method for an information processing device, characterized by including the following:
[0086] (Composition 14) A program that causes a computer to perform the control method described in configuration 13.
[0087] (Composition 15) An information processing system including an information processing device that can communicate with an external device that manages registration information relating to the issuer of a document, and a terminal device that can communicate with the information processing device, The aforementioned information processing device is Image acquisition means for acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document, An analysis means for analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition means for acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, Output means for outputting the aforementioned document identification information and the aforementioned registration information to the terminal device, It has, The aforementioned terminal device is An information processing system characterized by having a display control means for displaying the document identification information and the registration information output from the information processing device on a display means.
[0088] (Composition 16) An information processing system comprising an information processing device capable of communicating with an external device that manages registration information relating to the issuer of a document, a first terminal device capable of communicating with the information processing device, and a second terminal device capable of communicating with the information processing device, The first terminal device is A display control means that causes an input screen to be displayed on a display means for inputting document identification information that identifies the aforementioned document, The system includes communication means for transmitting a document image, including a two-dimensional code corresponding to the document identification information, to the information processing device. The aforementioned information processing device is Image acquisition means for acquiring the document image transmitted from the first terminal device, An analysis means for analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition means for acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, Output means for outputting the aforementioned document identification information and the aforementioned registration information to the second terminal device, It has, The second terminal device is, An information processing system characterized by having a display control means for displaying the document identification information and the registration information output from the information processing device on a display means.
Claims
1. An information processing device that can communicate with an external device that manages registration information regarding the issuer of a document, Image acquisition means for acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document, An analysis means for analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition means for acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, A display control means for displaying the aforementioned document identification information and the aforementioned registration information on a display means, An information processing device characterized by having the following:
2. The aforementioned registration information includes registration status information indicating the registration status. The information processing apparatus according to feature 1.
3. The display control means causes the display means to display a message associated with the registration status information. The information processing apparatus according to feature 2.
4. If the registration status information indicates that the issuer of the document, as shown by the document identification information, has lost their registration, the display control means displays a message indicating that the issuer's registration has expired. The information processing apparatus according to claim 3.
5. If the registration status information indicates that the issuer of the document, as shown by the document identification information, has had their registration canceled, the display control means displays a message indicating that the issuer's registration has been canceled. The information processing apparatus according to claim 3.
6. If the registration status information indicates that the issuer of the document, as shown by the document identification information, has been removed from the external device, the display control means displays a message indicating that the issuer's registration has been removed from the external device. The information processing apparatus according to claim 3.
7. If the registration status information indicates that the issuer of the document, as shown by the document identification information, is not registered with the external device, the display control means displays a message indicating that the issuer is not registered with the external device. The information processing apparatus according to claim 3.
8. The system further includes output means for outputting the aforementioned document identification information and the aforementioned registration information, When the output means receives an instruction to output to a terminal device operated by the user, it outputs the document identification information and the registration information to the terminal device. The information processing apparatus according to feature 1.
9. The aforementioned two-dimensional code is a barcode or a QR code. The information processing apparatus according to feature 1.
10. The image acquisition means acquires the document image obtained by optically reading the document. The information processing apparatus according to feature 1.
11. The information processing apparatus according to claim 1, characterized in that the document identification information includes a string indicating a qualified business number associated with a qualified business registered in the external device.
12. The registration information includes a string of characters indicating the name of the qualified business operator. The information processing apparatus according to feature 11.
13. A control method for an information processing device that can communicate with an external device that manages registration information regarding the issuer of a document, An image acquisition step of acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document, An analysis step of analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition step of acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, A display control step that causes the aforementioned document identification information and the aforementioned registration information to be displayed on the display means, A control method for an information processing device, characterized by including the following:
14. A program for causing a computer to execute the control method described in claim 13.
15. An information processing system including an information processing device that can communicate with an external device that manages registration information relating to the issuer of a document, and a terminal device that can communicate with the information processing device, The aforementioned information processing device is Image acquisition means for acquiring a document image including a two-dimensional code corresponding to document identification information that identifies the document, An analysis means for analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition means for acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, Output means for outputting the aforementioned document identification information and the aforementioned registration information to the terminal device, It has, The aforementioned terminal device is An information processing system characterized by having a display control means for displaying the document identification information and the registration information output from the information processing device on a display means.
16. An information processing system comprising an information processing device capable of communicating with an external device that manages registration information relating to the issuer of a document, a first terminal device capable of communicating with the information processing device, and a second terminal device capable of communicating with the information processing device, The first terminal device is A display control means that causes an input screen to be displayed on a display means for inputting document identification information that identifies the aforementioned document, The system includes communication means for transmitting a document image, including a two-dimensional code corresponding to the document identification information, to the information processing device. The aforementioned information processing device is Image acquisition means for acquiring the document image transmitted from the first terminal device, An analysis means for analyzing the two-dimensional code contained in the acquired document image, A registration information acquisition means for acquiring the registration information associated with the document identification information obtained by analyzing the two-dimensional code from the external device, Output means for outputting the aforementioned document identification information and the aforementioned registration information to the second terminal device, It has, The second terminal device is, An information processing system characterized by having a display control means for displaying the document identification information and the registration information output from the information processing device on a display means.