system

The patent simplifies the tax return process, making it easier for users, especially the elderly and those with disabilities, by eliminating manual input and enhancing user experience.

JP2026099244APending Publication Date: 2026-06-18SOFTBANK GROUP CORP

Patent Information

Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
SOFTBANK GROUP CORP
Filing Date
2024-12-06
Publication Date
2026-06-18

AI Technical Summary

Technical Problem

Final tax returns for individual business owners are complex and time-consuming, especially for those without professional accounting knowledge, and pose a significant burden, and the elderly and those with physical handicaps face difficulties in processing receipts and invoices, making the tax return procedures an obstacle.

Method used

A system that utilizes natural language processing and optical character recognition to automatically extract transaction information from voice or image data, generating ledgers and tax return documents, and supports electronic filing, reducing user input burden.

Benefits of technology

Simplifies and speeds up the tax return process, making it easier for users, especially the elderly and those with disabilities, by eliminating manual input and reducing errors and enhancing user experience.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure 2026099244000001_ABST
    Figure 2026099244000001_ABST
Patent Text Reader

Abstract

We provide the system. [Solution] A means for automatically extracting transaction information using audio or image data provided by the user, A means for automatically generating accounting records and tax return-related documents based on the aforementioned transaction information, Means for preparing the generated documents for electronic submission, A system that includes this.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] The technology of the present disclosure relates to a system.

Background Art

[0002] Patent Document 1 discloses a method for controlling a persona chatbot, which is performed by at least one processor, including steps of receiving a user utterance, adding the user utterance to a prompt including an instruction sentence related to an explanation of a character of the chatbot, encoding the prompt, and inputting the encoded prompt into a language model to generate a chatbot utterance in response to the user utterance.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] The final tax return filed by individual business owners is a complex and time-consuming task, especially a heavy burden for users without professional accounting knowledge. Furthermore, for the elderly and those with physical handicaps, it is difficult to process receipts and invoices and input information, and the tax return procedures often become an obstacle. The purpose of this invention is to provide a system that can simplify and speed up the processes of information collection, document preparation, and electronic tax return in final tax returns.

Means for Solving the Problems

[0005] This invention features a function that automatically extracts transaction information using voice or image data provided by the user. Specifically, it utilizes natural language processing and optical character recognition technology to extract and digitize necessary data from receipts and invoices. Furthermore, by automatically generating ledgers and tax return-related documents based on the acquired transaction information, it significantly reduces the user's input burden. In addition, it prepares the generated documents for electronic filing, providing an environment where users can easily submit them online to the tax office. This system reduces the burden associated with traditional tax filing procedures, making the filing process easier, especially for the elderly and those with physical disabilities.

[0006] A "user" is an entity that uses a system to input specific information and utilizes the processing results.

[0007] "Audio data" refers to audio signals, including human speech, that are input into a system via a microphone or similar device.

[0008] "Image data" refers to data that represents visual information captured by a camera or other device in digital format, and includes documents such as receipts and invoices.

[0009] "Transaction information" refers to information about the specific exchange of money or goods in economic activities, such as sales and expenses.

[0010] "Natural language processing" is a technology that enables computers to analyze and understand human language, and it is a means of processing speech and text data.

[0011] "Optical character recognition technology" is a technology that recognizes and reads printed or handwritten characters as digital data through a camera or scanner.

[0012] "Accounting records" are fundamental accounting documents that organize records of economic activities and include information such as sales, expenses, and profits.

[0013] "Tax return-related documents" are official documents containing the information necessary to fulfill tax obligations, and are submitted to the tax office.

[0014] "Electronic filing" is the process of submitting necessary tax return documents to the tax authorities via the internet. [Brief explanation of the drawing]

[0015] [Figure 1] This is a conceptual diagram showing an example of the configuration of a data processing system according to the first embodiment. [Figure 2] This is a conceptual diagram showing an example of the essential functions of a data processing device and a smart device according to the first embodiment. [Figure 3] This is a conceptual diagram showing an example of the configuration of a data processing system according to the second embodiment. [Figure 4] This is a conceptual diagram showing an example of the main functions of a data processing device and smart glasses according to the second embodiment. [Figure 5] This is a conceptual diagram showing an example of the configuration of a data processing system according to the third embodiment. [Figure 6] This is a conceptual diagram showing an example of the main functions of a data processing device and a headset-type terminal according to the third embodiment. [Figure 7] This is a conceptual diagram showing an example of the configuration of a data processing system according to the fourth embodiment. [Figure 8] This is a conceptual diagram showing an example of the main functions of a data processing device and a robot according to the fourth embodiment. [Figure 9] This shows an emotion map where multiple emotions are mapped. [Figure 10] This shows an emotion map where multiple emotions are mapped. [Figure 11] This is a sequence diagram showing the processing flow of the data processing system in Example 1. [Figure 12] This is a sequence diagram showing the processing flow of the data processing system in Application Example 1. [Figure 13]It is a sequence diagram showing the processing flow of the data processing system in Embodiment 2 when the emotion engine is combined. [Figure 14] It is a sequence diagram showing the processing flow of the data processing system in Application Example 2 when the emotion engine is combined.

Modes for Carrying Out the Invention

[0016] Hereinafter, an example of an embodiment of the system according to the technology of the present disclosure will be described with reference to the accompanying drawings.

[0017] First, the terms used in the following description will be explained.

[0018] In the following embodiments, the numbered processor (hereinafter simply referred to as "processor") may be a single arithmetic unit or a combination of multiple arithmetic units. Also, the processor may be a single type of arithmetic unit or a combination of multiple types of arithmetic units. Examples of arithmetic units include a CPU (Central Processing Unit), a GPU (Graphics Processing Unit), a GPGPU (General-Purpose computing on Graphics Processing Units), an APU (Accelerated Processing Unit), etc.

[0019] In the following embodiments, the numbered RAM (Random Access Memory) is a memory in which information is temporarily stored and is used as a work memory by the processor.

[0020] In the following embodiments, the numbered storage is one or more non-volatile storage devices that store various programs and various parameters, etc. Examples of non-volatile storage devices include flash memory (SSD (Solid State Drive)), magnetic disks (e.g., hard disks), or magnetic tapes, etc.

[0021] In the following embodiments, the signed communication interface (I / F) is an interface that includes a communication processor and an antenna, etc. The communication interface manages communication between multiple computers. Examples of communication standards applicable to the communication interface include wireless communication standards such as 5G (5th Generation Mobile Communication System), Wi-Fi (registered trademark), or Bluetooth (registered trademark).

[0022] In the following embodiments, "A and / or B" is synonymous with "at least one of A and B." That is, "A and / or B" means that it may be A alone, or B alone, or a combination of A and B. Furthermore, in this specification, the same concept as "A and / or B" applies when expressing three or more things linked by "and / or."

[0023] [First Embodiment]

[0024] Figure 1 shows an example of the configuration of the data processing system 10 according to the first embodiment.

[0025] As shown in Figure 1, the data processing system 10 includes a data processing device 12 and a smart device 14. An example of the data processing device 12 is a server.

[0026] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).

[0027] The smart device 14 comprises a computer 36, a reception device 38, an output device 40, a camera 42, and a communication interface 44. The computer 36 comprises a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The reception device 38, output device 40, and camera 42 are also connected to the bus 52.

[0028] The reception device 38 is equipped with a touch panel 38A and a microphone 38B, etc., and receives user input. The touch panel 38A receives user input by detecting contact with an object (e.g., a pen or finger). The microphone 38B receives user input by detecting the user's voice. The control unit 46A transmits data indicating the user input received by the touch panel 38A and microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the data indicating the user input.

[0029] The output device 40 includes a display 40A and a speaker 40B, and presents data to the user 20 by outputting the data in a form perceptible to the user 20 (e.g., audio and / or text). The display 40A displays visible information such as text and images according to instructions from the processor 46. The speaker 40B outputs audio according to instructions from the processor 46. The camera 42 is a small digital camera equipped with an optical system such as a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor.

[0030] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various types of information between processor 46 and processor 28 via network 54.

[0031] Figure 2 shows an example of the main functions of the data processing device 12 and the smart device 14.

[0032] As shown in Figure 2, in the data processing device 12, a specific processing is performed by the processor 28. A specific processing program 56 is stored in the storage 32. The specific processing program 56 is an example of a "program" related to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 according to the specific processing program 56 executed on the RAM 30.

[0033] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.

[0034] In the smart device 14, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The reception output program 60 is used in conjunction with a specific processing program 56 by the data processing system 10. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.

[0035] Next, the specific processing performed by the specific processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the smart device 14 as the "terminal".

[0036] This invention is a system that automatically collects transaction information and generates documents necessary for tax filing by allowing users to input voice or image data using a terminal such as a smartphone or computer. The following describes an embodiment of this invention based on a specific example of its use.

[0037] Input of audio and image data

[0038] Users input receipts and invoices as image data by taking pictures of them with the device's camera. They can also input transaction information into the device by voice. This eliminates the need for handwriting or manual input, making it easy for the elderly and people with physical disabilities to use.

[0039] Extraction and organization of transaction information

[0040] The server analyzes the received audio data using natural language processing technology and automatically extracts necessary transaction information such as keywords, dates, and amounts. For image data, optical character recognition technology is used to accurately analyze the printed text information and convert the transaction information into structured digital data.

[0041] Automatic generation of accounting records and tax return documents

[0042] The server automatically calculates sales and expenses for the business based on the extracted transaction information and generates accounting records. Furthermore, it automatically creates necessary tax return documents (e.g., blue return form, income statement, etc.) based on these records. This frees users from the burden of complex calculations and document creation.

[0043] Verification and correction interface

[0044] The terminal displays a preview of the generated ledgers and declaration documents to the user and asks them to confirm the contents. The user can check the numbers and text on the screen and make corrections as needed if there are any errors.

[0045] Support for electronic filing

[0046] After all verification is complete, the server formats the generated tax return for electronic filing and connects it to the tax authority's electronic filing system. The terminal prompts the user to enter an electronic signature and provides an interface for submitting the necessary documents online. Users can easily complete the electronic filing and save any necessary copies.

[0047] In this way, the system as a whole uses voice and image data to automatically process transaction information, simplifying tax-related tasks. This makes it easy for users to proceed with filing their tax returns, and it can be used with confidence even by those without special knowledge or skills.

[0048] The following describes the processing flow.

[0049] Step 1:

[0050] The user uses their device to take photos of receipts and invoices with the camera and imports them as image data. They also input a summary of the transaction as voice input.

[0051] Step 2:

[0052] The device sends the captured image and audio data to the server. The images are converted to the required resolution, and the audio is encoded into digital data.

[0053] Step 3:

[0054] The server applies optical character recognition (OCR) technology to the image data to extract text information. This allows for the identification of specific information such as dates, amounts, and customer names.

[0055] Step 4:

[0056] The server analyzes the audio data using a natural language processing engine. It structures the text information extracted from the audio and integrates it with the information from the aforementioned image data.

[0057] Step 5:

[0058] The server automatically generates ledgers based on integrated transaction information. This includes income and expenditure calculations, as well as the allocation of necessary expenses.

[0059] Step 6:

[0060] The server automatically creates tax return documents (e.g., blue return form, financial statements) based on the generated accounting records and converts them into PDF format.

[0061] Step 7:

[0062] The terminal provides the user with a preview of the generated document, allowing the user to review its contents. The user can then make corrections if necessary.

[0063] Step 8:

[0064] The server formats the revised documents as the final tax return and prepares the data for electronic filing.

[0065] Step 9:

[0066] The terminal provides a user interface for electronic signature input, allowing the user to enter their signature to finalize the declaration document.

[0067] Step 10:

[0068] The server aggregates all the information and transmits the data in the format required by the tax authorities' electronic filing system. After confirmation of transmission, a success message is sent to the user, and the electronic filing is completed.

[0069] (Example 1)

[0070] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server," and the smart device 14 will be referred to as the "terminal."

[0071] Modern businesses and sole proprietors must process large volumes of transaction information on a daily basis and prepare the necessary ledgers and documents for tax filing. However, these tasks are time-consuming, require specialized knowledge, and consume a great deal of time and effort. In particular, accuracy is essential because errors in ledgers and tax returns can lead to tax problems. Furthermore, the electronic filing process is complex and requires speed and accuracy.

[0072] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.

[0073] In this invention, the server includes means for automatically extracting information based on commercial transactions using voice or image information obtained from a user, means for automatically creating accounting ledgers and tax return-related documents based on the information based on commercial transactions, and means for providing an online connection for transmitting documents generated using an electronic signature. This enables the user to easily input transaction information, review and correct automatically generated ledgers and tax return documents, and quickly complete electronic filing.

[0074] "Audio information" refers to digital audio data that records instructions and information spoken verbally by the user.

[0075] "Image information" refers to digital image data acquired by a user using a camera or other imaging device.

[0076] "Information based on commercial transactions" refers to business-related data elements such as the content of the transaction, date, amount, and location.

[0077] "Accounting ledgers" are formal financial records used by companies and sole proprietors to record their economic activities and understand their financial situation.

[0078] "Tax return-related documents" refer to statutory reports and accounting documents prepared for submission to the tax authorities.

[0079] An "electronic signature" is an identifier in digital format that guarantees the sender and integrity of a document's content.

[0080] "Online connectivity" refers to a means of communication for sending and receiving data in real time via the internet or other digital networks.

[0081] "User interface" refers to the means of interaction, such as screens and input devices, that users use to interact with a system.

[0082] This invention is a system that automatically processes information necessary for commercial transactions and prepares accounting ledgers and tax return-related documents based on voice and image information input by the user through a terminal. The hardware required to realize this system includes a mobile terminal or computer equipped with a camera and microphone, while the software includes natural language processing technology and optical character recognition technology. The server combines these technologies to process the raw data received from the user and analyze detailed economic information.

[0083] For example, a user can take a picture of a receipt with their smartphone camera and input it as image information. Furthermore, they can also input transaction details via voice. The terminal sends the input data to the server. The server extracts text information from the image information using optical character recognition (OCR) technology, and converts the voice information into text using natural language processing (NLP) technology, identifying keywords and numerical information.

[0084] Based on this information, the server automatically generates accounting ledgers and prepares the necessary tax return documents. The user can then review the generated digital documents on their device and make corrections as needed. Finally, the server uses electronic signature technology to format the documents and supports the process of submitting them online to the tax authorities.

[0085] As a concrete example, a user can use a prompt such as, "Take a picture of your lunch receipt at the cafe and tell me the date and amount by voice." This prompt allows the system to smoothly acquire the necessary information and begin processing. In this way, users can complete their tax processing accurately and easily.

[0086] The flow of the specific processing in Example 1 will be explained using Figure 11.

[0087] Step 1:

[0088] Users use their smartphones or computers to take photos of receipts and invoices, inputting the information as images. They also input transaction details via voice. This process digitally records both physical documents and verbal information on the device. The entered data is saved on the device as image and audio files.

[0089] Step 2:

[0090] Before sending image and audio information to the server, the terminal checks the image resolution and audio quality, and compresses the data as needed. This reduces the communication load during data transfer. The transmitted data is delivered to the server as high-quality image files and clear audio files.

[0091] Step 3:

[0092] The server analyzes the received image information using optical character recognition (OCR) technology. The server extracts text from the image file, particularly important information such as numbers and dates. The output is provided as transaction information in text format.

[0093] Step 4:

[0094] Next, the server analyzes the audio information using a natural language processing (NLP) engine. It generates text from the audio file and extracts keywords and amounts. As a result, the audio transaction information is put into writing and recorded as analyzed text data.

[0095] Step 5:

[0096] The server integrates transaction information from acquired images and audio to automatically generate accounting ledgers. Here, accounting entries are generated based on the total transaction amount and date. This creates and stores the ledger data in digital format.

[0097] Step 6:

[0098] The server automatically generates tax return documents based on the generated accounting data. It performs the necessary calculations and outputs them in formats such as blue return forms and income statements. This digitally generates the official documents that the user needs to submit.

[0099] Step 7:

[0100] The terminal displays the generated ledgers and declarations to the user as a preview. The user can review the content and directly correct any errors, such as numbers or text, ensuring accuracy.

[0101] Step 8:

[0102] The server formats the verified tax returns for electronic filing and prepares them for transmission to the tax authorities' digital system using electronic signatures. Users submit the documents online via their terminals to complete the filing process. This streamlines the document submission process.

[0103] (Application Example 1)

[0104] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server," and the smart device 14 will be referred to as the "terminal."

[0105] The process from entering transaction information to preparing and submitting tax returns is complex and burdensome, especially for the elderly and people with disabilities. Furthermore, manual processing of information carries the risk of human error. There is a need for an automated system that is easy for anyone to use.

[0106] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.

[0107] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, means for preparing the generated documents for electronic submission, and means for managing transaction information via a robot and verifying and correcting the information through a user interface. This enables the user to easily and accurately manage transaction information and efficiently process tax-related tasks.

[0108] "Audio data" refers to information expressed through speech, provided by the user.

[0109] "Image data" refers to visually recognizable information represented in digital format, and is acquired by the user using a camera.

[0110] "Transaction information" refers to detailed information about the exchange of funds or goods, including the date, amount, and details of the transaction.

[0111] "Accounting records" are records created based on transaction information and are used to organize and manage the financial status of business activities.

[0112] "Tax-related documents" refer to various official documents submitted to the tax authorities for the purpose of paying taxes, and include tax returns and income statements.

[0113] "Preparing for electronic submission" refers to preparing the necessary formats and procedures for submitting generated documents online.

[0114] A "robot" is an automated machine that assists with managing transaction information, verifying documents, and making corrections through a physical or digital interface with the user.

[0115] An "interface" is a functional window through which a user interacts with a system or robot, and is a means of displaying, confirming, and modifying information.

[0116] The system of the present invention consists of a user, a terminal, and a server. The user provides audio data and image data to the system through the terminal. Audio data is input to the terminal via a microphone, while image data is acquired by taking pictures with the terminal's camera. This information is transmitted to the server and used for processing.

[0117] The server analyzes the audio data using natural language processing techniques to extract transaction information such as keywords, dates, and amounts. It also uses optical character recognition (OCR) technology to accurately convert printed text into digital data. This process utilizes Python libraries such as SpeechRecognition and Pytesseract.

[0118] The server automatically generates accounting records and tax-related documents based on the extracted transaction information. The accounting records are designed to calculate sales and expenses based on the transaction information and reflect the results. The generated documents are sent to the user's terminal to assist with verification and electronic submission.

[0119] The terminal provides users with a document preview and displays an interface for reviewing and editing the content. Through the robot, users can intuitively operate the system without requiring special technical knowledge.

[0120] For example, if a user shows a receipt received after a meal at a restaurant to a robot and says, "Please register this as entertainment expenses," the robot will capture the information and begin processing it on the server. The user can then review the generated tax documents and make any necessary corrections through the interface.

[0121] As an example of a prompt message for the generating AI model, it could also instruct the model to "analyze the contents of the receipt and register it as transportation expenses." Using this system, users can accurately and efficiently manage their daily transaction information.

[0122] The flow of a specific process in Application Example 1 will be explained using Figure 12.

[0123] Step 1:

[0124] The user inputs audio data via the microphone and captures image data with the camera using the device. This data is saved digitally on the device. Audio data is recorded in PNG or JPEG format, and image data in PCM or WAV format.

[0125] Step 2:

[0126] The terminal sends the collected audio data to the server. The server analyzes the audio data using natural language processing techniques. Specifically, it uses the SpeechRecognition library to convert the audio to text and extracts keywords, dates, and amounts from it. The input to this process is an audio file, and the output is structured text data.

[0127] Step 3:

[0128] The terminal sends the captured image data to the server. The server analyzes the image data using optical character recognition (OCR) technology. Specifically, it uses the Pytesseract library to extract text from the image and convert it into organized transaction information. The input to this process is image data, and the output is structured text data.

[0129] Step 4:

[0130] The server generates ledgers using the extracted transaction information. It automatically calculates sales, expenses, etc., according to the transaction attributes, and formats them as ledgers. This ledger generation process requires transaction information as input and generates ledger data as output.

[0131] Step 5:

[0132] The server creates tax return-related documents based on the generated accounting data. This document generation process involves combining necessary information according to a specific format, ultimately outputting various tax return forms.

[0133] Step 6:

[0134] The terminal provides the user with a preview of the generated tax return documents. The user can use the terminal's interface to review the document content and make corrections as needed. During the correction process, the terminal receives user feedback as input and generates a revised document as output.

[0135] Step 7:

[0136] The server prepares the finalized documents for electronic submission. Specifically, it performs format conversion for integration with the tax authorities' electronic filing system and manages the necessary electronic signatures. The output at this step is the document data for electronic filing.

[0137] Step 8:

[0138] Users complete the filing process by electronically signing documents using their devices and submitting them online to the tax authorities. This ensures users have secure control over their transaction information and enables efficient tax processing.

[0139] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.

[0140] This invention is a system that collects transaction information from users using voice and image data, generates accounting records and tax return documents, and, by combining this with an emotion engine, recognizes the user's emotions and dynamically adjusts the interface. To realize this system, each component and the operation based on it are described below.

[0141] Input of audio and image data

[0142] Users use their device's camera function to photograph transaction-related documents and provide detailed information to the device via voice input. This digitizes the physical data, making it ready for processing in the next step.

[0143] Extraction and processing of transaction information

[0144] The server extracts information from image data transmitted from the terminal using optical character recognition (OCR) technology. Simultaneously, audio data is analyzed and converted into text using a natural language processing (NLP) engine. This automatically retrieves transaction details, dates, and amounts.

[0145] Emotional analysis using an emotional engine

[0146] The server uses an added emotion engine to analyze the user's voice data for emotional analysis. This emotion analysis provides information such as whether the user is stressed, confused, or whether things are progressing smoothly.

[0147] Generation of accounting records and tax return documents

[0148] The server creates ledgers based on the collected transaction information and generates tax return documents (e.g., blue return forms, income statements). This significantly reduces the manual work that users need to do themselves.

[0149] Interface provision and adjustment

[0150] The terminal provides a preview of the generated document and prompts the user to review and make corrections. Based on the results analyzed by the sentiment engine, if the user is feeling anxious or confused, the server adjusts the interface and presents points requiring special attention or support messages.

[0151] Support for electronic filing

[0152] After the user performs a final check, the server formats the declaration data into a format suitable for the electronic filing system and performs a series of preparations for online submission to the tax authorities. The terminal guides the user through the necessary final operations, including electronic signatures, providing an environment that allows for the efficient completion of the filing process.

[0153] This design allows users to intuitively perform declaration tasks, and the interface adapts to their emotions as needed, resulting in an optimal user experience. In particular, the design, which is mindful of human interaction, provides a more comfortable user experience.

[0154] The following describes the processing flow.

[0155] Step 1:

[0156] The user uses their device to take photos of receipts and invoices with the camera and inputs them as image data. At the same time, they use the device's microphone to input transaction details as voice data.

[0157] Step 2:

[0158] The device transmits the collected image and audio data to the server. The image data retains its resolution as visual information, while the audio data is packaged in digital format.

[0159] Step 3:

[0160] The server applies optical character recognition (OCR) to the image data to extract printed text information. This allows the server to obtain information such as the date, amount, and customer listed on receipts and invoices.

[0161] Step 4:

[0162] The server applies natural language processing (NLP) to the audio data. It analyzes the text converted from the audio and supplements it with transaction details as additional information.

[0163] Step 5:

[0164] The server uses an emotion engine to analyze the user's emotional state from the voice data. Based on the acquired emotional information, it determines whether the user is stressed, calm, or otherwise in a state of mind.

[0165] Step 6:

[0166] The server automatically generates accounting records based on the transaction information it acquires. It also automatically creates declaration documents (e.g., blue return form, profit and loss statement) and sends them to the terminal for review.

[0167] Step 7:

[0168] The terminal displays a preview of the generated document to the user, prompting them to review and make corrections. The user checks the information on the screen and makes corrections if there are any errors.

[0169] Step 8:

[0170] Based on the results analyzed by the emotion engine, the server adjusts the interface. If the user shows confusion or anxiety, it displays supplementary support messages and guidance.

[0171] Step 9:

[0172] After the user has made a final confirmation, the terminal provides an interface for entering an electronic signature and prompts the user to sign. The user enters their signature and confirms the declaration process.

[0173] Step 10:

[0174] The server transmits the final declaration data to the tax authority's electronic filing system. Once the transmission is complete, the user receives a success notification via their terminal, and the electronic filing process is finished.

[0175] (Example 2)

[0176] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server" and the smart device 14 as the "terminal".

[0177] There is a need to automate the process of generating accounting and tax return-related documents efficiently and accurately, thereby reducing the workload on users. Furthermore, it is necessary to provide a better user experience by considering the user's emotional state.

[0178] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.

[0179] In this invention, the server includes means for automatically extracting transaction information using voice data or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions from the voice data. This enables accurate and rapid acquisition of transaction information and interface adjustment according to the user's emotions.

[0180] A "user" is an individual or legal entity that uses the system to process transaction information.

[0181] "Voice data" refers to the recording of voice information that a user provides to the system through their device.

[0182] "Image data" refers to visual information of transaction-related documents and materials captured by the user using the camera function of their device.

[0183] "Transaction information" refers to detailed information related to business transactions that is automatically extracted based on audio and image data obtained from users.

[0184] "Automatic generation means" refers to a function that executes the process of creating accounting records and tax return-related documents based on transaction information without manual intervention.

[0185] "Sentiment analysis" is a technology that evaluates users' emotional states from their voice data.

[0186] "Means of dynamically adjusting the interface" refers to a function that automatically changes the system's user interface in response to the user's emotional state.

[0187] "Means of preparing for electronic submission" refers to the function of converting generated documents into the appropriate format online and setting up a process for submission to tax authorities or relevant agencies.

[0188] This invention is a system that enables users to efficiently collect transaction information using voice and image data, and to automatically generate ledger and tax return documents. Furthermore, it aims to improve the user experience by analyzing the user's emotional state and dynamically adjusting the interface accordingly.

[0189] First, the user takes photos of transaction-related documents using the device's camera function. This process utilizes devices equipped with cameras, such as smartphones and tablets. Voice input can be provided using the device's microphone function. This system converts physical data into a digital format, making subsequent processing easier.

[0190] The server extracts information from image data received from the terminal using optical character recognition (OCR) technology. OCR engines such as Tesseract and Google Cloud Vision are available. Simultaneously, audio data is analyzed by a natural language processing (NLP) engine and output as text data. Through this process, specific transaction details, dates, amounts, and other information are automatically obtained.

[0191] Furthermore, the server can use AI-based technology to analyze the user's emotions based on their voice data. This emotion analysis determines the user's state and adjusts the interface accordingly. For example, if the emotion engine determines that the user is stressed, the interface will present a guidance message to support the user.

[0192] The generated accounting records and tax return documents are prepared for electronic submission. The server converts them into a format for online submission and provides support for direct submission to the tax authorities. The terminal guides the user through the necessary electronic signatures, ensuring a smooth completion of the process.

[0193] As a concrete example, when a user files their year-end tax return, they take photos of receipts and invoices related to their transactions with their smartphone and verbally explain any supplementary information. The system automatically creates the necessary documents based on this information and prepares them for submission. Furthermore, if the user has any concerns about this process, the interface provides appropriate support.

[0194] Examples of prompts to input into the generating AI model include, "Please provide an overview of a system that automates trading information using voice and image data," and "Please explain how to adjust the interface according to the user's emotional state." This allows for a detailed understanding of the system's specifications and provides guidance for practical use.

[0195] The flow of the specific processing in Example 2 will be explained using Figure 13.

[0196] Step 1:

[0197] The user takes a picture of the transaction documents using the device's camera function. This converts the physical documents into digital image data and inputs it into the device. The device temporarily stores this data and sends it to the server for further processing.

[0198] Step 2:

[0199] After receiving image data sent from the terminal, the server performs optical character recognition (OCR). Using an OCR engine (e.g., Tesseract), it extracts text information from the image data. This obtains information necessary for creating ledgers, such as transaction details, dates, and amounts.

[0200] Step 3:

[0201] The user enters transaction details into the terminal by voice. The voice input data is collected through the terminal's microphone and stored as digital voice data. This data is then sent to a server for further analysis.

[0202] Step 4:

[0203] The server performs natural language processing (NLP) on the received audio data. Using an engine that converts speech to text (e.g., Google Speech-to-Text), it converts the digital audio data into text and analyzes detailed information about the transaction (e.g., trading partners and specific terms).

[0204] Step 5:

[0205] The server performs sentiment analysis on the voice data. Using an AI-based sentiment analysis system, it extracts emotional components contained in the voice. This allows the server to recognize the user's state of stress or confusion.

[0206] Step 6:

[0207] The server generates accounting records and tax-related documents based on the extracted transaction information and sentiment analysis results. Here, specialized accounting software is used to accurately structure the transaction information.

[0208] Step 7:

[0209] The terminal displays a preview of the generated document to the user. The user reviews the content on the terminal screen and makes corrections as needed. The terminal accepts this action and saves the modified content.

[0210] Step 8:

[0211] The server prepares the user-verified documents for electronic submission to the tax authorities. It converts the data to the specified format and facilitates submission via a secure transmission channel.

[0212] Step 9:

[0213] The terminal guides the user through the electronic signature process and helps them complete the final submission process smoothly. The user follows the terminal's instructions to finalize their tax return.

[0214] (Application Example 2)

[0215] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as a "server" and the smart device 14 as a "terminal".

[0216] When users generate and submit accounting and tax-related documents related to transactions, the process of collecting and processing information is cumbersome, and the user experience is not optimized due to insufficient provision of an interface that responds to user emotions. In particular, there is a need for a system that can flexibly adjust to the user's emotional state.

[0217] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.

[0218] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions and dynamically adjusting the interface. This enables the user to easily manage transaction information and create and submit accounting records and tax return documents while receiving appropriate emotional support.

[0219] "Voice data" refers to information about voice provided by the user, which the system analyzes using speech recognition technology.

[0220] "Image data" refers to visual information captured by users to digitize transaction information, and is what the system processes using optical character recognition (OCR) technology.

[0221] "Transaction information" refers to information including the details, date, and amount of transactions conducted by the user, which the system automatically extracts and uses for bookkeeping and tax filing.

[0222] "Accounting records" are accounting documents generated based on transaction information, and their purpose is to record financial status.

[0223] "Tax return-related documents" are documents that compile information that must be submitted to the tax office, and these are automatically generated in this invention.

[0224] "Means of analyzing emotions and dynamically adjusting the interface" refers to elements that analyze the emotional state from data provided by the user and adapt the system's display and operability accordingly.

[0225] "Preparing for electronic submission" refers to arranging the generated documents so that they can be properly submitted online and completing the necessary procedures.

[0226] This invention uses a user's device to collect voice and image data. Based on this data, the server processes transaction information and automatically generates accounting records and tax return-related documents. Furthermore, it utilizes an emotion engine to analyze the user's emotions and dynamically adjust the interface.

[0227] Specifically, the user's device collects data using its camera and microphone. Optical Character Recognition (OCR) technology is used to extract information from the collected image data by a server. This technology can utilize general-purpose image recognition software. Audio data is converted into text information using Natural Language Processing (NLP) technology. Many speech recognition software programs are available for this purpose.

[0228] The server organizes transaction information and uses accounting software to generate ledgers and tax returns. This process can utilize either general-purpose or specific tax software. Additionally, the emotion engine analyzes collected voice data to determine the user's emotional state. This allows the server to detect the user's stress and anxiety and adjust the interface display accordingly. Emotion analysis software is used in this adjustment process.

[0229] To give a concrete example, suppose a user takes a photo of a receipt issued at a hotel during a business trip and verbally instructs the system to "include it as an expense." The system then uses this information to perform accounting processing and provides appropriate displays and guidance to the user's terminal.

[0230] An example of a prompt message would be: "Please record the following purchase information as transaction data and reflect it in the ledger. Also, perform a user sentiment analysis and turn on assistant mode if stress is detected." By allowing users to communicate requests to the system and for the system to respond appropriately, it becomes possible to provide a more efficient and intuitive user experience.

[0231] The flow of a specific process in Application Example 2 will be explained using Figure 14.

[0232] Step 1:

[0233] The user takes images related to the transaction with the device's camera and inputs audio data into the microphone. This input data is recorded by the device as image and audio files and transferred to the server.

[0234] Step 2:

[0235] The server extracts text information from image data sent from the terminal using optical character recognition (OCR) technology. The input is an image file, and the output is extracted text information. Specifically, it obtains the date, product name, and price as text from receipt information within the image.

[0236] Step 3:

[0237] The server analyzes the audio data using a natural language processing (NLP) engine and converts it into text data. The input is an audio file, and the output is text information. For example, if a user provides information such as "Include this expense in the expenses," the server will obtain that instruction as text.

[0238] Step 4:

[0239] Based on the acquired text information, the server organizes transaction information and uses accounting software to generate ledgers and tax return documents. In this process, text information is input, and the completed ledger data and tax return document data are output.

[0240] Step 5:

[0241] The server analyzes voice data using an emotion engine to determine the user's emotions. The input for the analysis is voice data, and the output is the user's emotional state. For example, if it determines that the user is experiencing high stress, that information is stored.

[0242] Step 6:

[0243] The server dynamically adjusts the terminal interface based on the results of sentiment analysis. The input is the user's emotional state, and the output is a customized interface. Specifically, users who are detected as anxious will be shown clearer instructions and support messages.

[0244] Step 7:

[0245] Finally, the user reviews the contents of the ledgers and declarations and performs necessary actions such as electronic signatures. At this stage, the user can view the outputted document data through a review interface and issue approval or correction instructions.

[0246] The specific processing unit 290 transmits the result of the specific processing to the smart device 14. In the smart device 14, the control unit 46A causes the output device 40 to output the result of the specific processing. The microphone 38B acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 38B to the data processing device 12. In the data processing device 12, the specific processing unit 290 acquires the audio data.

[0247] Data generation model 58 is a so-called generative AI (Artificial Intelligence). An example of data generation model 58 is ChatGPT (registered trademark) (Internet search).<URL: https: / / openai.com / blog / chatgpt> ), Gemini (registered trademark) (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.

[0248] In the above embodiment, an example was given in which specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and the specific processing may also be performed by the smart device 14.

[0249] [Second Embodiment]

[0250] Figure 3 shows an example of the configuration of the data processing system 210 according to the second embodiment.

[0251] As shown in Figure 3, the data processing system 210 includes a data processing device 12 and smart glasses 214. An example of the data processing device 12 is a server.

[0252] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).

[0253] The smart glasses 214 include a computer 36, a microphone 238, a speaker 240, a camera 42, and a communication interface 44. The computer 36 includes a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The microphone 238, speaker 240, and camera 42 are also connected to the bus 52.

[0254] The microphone 238 receives voice signals from the user 20 and receives instructions from the user 20. The microphone 238 captures the voice signals from the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio according to the instructions from the processor 46.

[0255] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the area around the user 20 (for example, an imaging range defined by a field of view equivalent to the width of a typical healthy person's field of vision).

[0256] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various information between processor 46 and processor 28 via network 54. The exchange of various information between processor 46 and processor 28 using communication interfaces 44 and 26 is performed in a secure manner.

[0257] Figure 4 shows an example of the main functions of the data processing device 12 and the smart glasses 214. As shown in Figure 4, the data processing device 12 performs specific processing using the processor 28. The storage 32 stores the specific processing program 56.

[0258] The specific processing program 56 is an example of a "program" relating to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.

[0259] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.

[0260] In the smart glasses 214, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.

[0261] Next, the identification processing performed by the identification processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the smart glasses 214 will be referred to as the "terminal".

[0262] This invention is a system that automatically collects transaction information and generates documents necessary for tax filing by allowing users to input voice or image data using a terminal such as a smartphone or computer. The following describes an embodiment of this invention based on a specific example of its use.

[0263] Input of audio and image data

[0264] Users input receipts and invoices as image data by taking pictures of them with the device's camera. They can also input transaction information into the device by voice. This eliminates the need for handwriting or manual input, making it easy for the elderly and people with physical disabilities to use.

[0265] Extraction and organization of transaction information

[0266] The server analyzes the received audio data using natural language processing technology and automatically extracts necessary transaction information such as keywords, dates, and amounts. For image data, optical character recognition technology is used to accurately analyze the printed text information and convert the transaction information into structured digital data.

[0267] Automatic generation of accounting records and tax return documents

[0268] The server automatically calculates sales and expenses for the business based on the extracted transaction information and generates accounting records. Furthermore, it automatically creates necessary tax return documents (e.g., blue return form, income statement, etc.) based on these records. This frees users from the burden of complex calculations and document creation.

[0269] Verification and correction interface

[0270] The terminal displays a preview of the generated ledgers and declaration documents to the user and asks them to confirm the contents. The user can check the numbers and text on the screen and make corrections as needed if there are any errors.

[0271] Support for electronic filing

[0272] After all verification is complete, the server formats the generated tax return for electronic filing and connects it to the tax authority's electronic filing system. The terminal prompts the user to enter an electronic signature and provides an interface for submitting the necessary documents online. Users can easily complete the electronic filing and save any necessary copies.

[0273] In this way, this system automatically processes transaction information using voice and image data as a whole, simplifying tax-related operations. As a result, users can easily proceed with the filing procedures and can use it with confidence, especially those without special knowledge or skills.

[0274] The following is an explanation of the processing flow.

[0275] Step 1:

[0276] The user uses the terminal to take pictures of receipts and invoices with a camera and import them as image data. Also, the summary of the transaction is input as voice.

[0277] Step 2:

[0278] The terminal sends the captured image data and voice data to the server. The image is converted to the required resolution, and the voice is encoded into digital data.

[0279] Step 3:

[0280] The server applies optical character recognition (OCR) technology to the image data and extracts text information. As a result, specific information such as date, amount, and name of the trading partner can be identified.

[0281] Step 4:

[0282] The server analyzes the voice data with a natural language processing engine. The text information extracted from the voice is structured and integrated with the information from the aforementioned image data.

[0283] Step 5:

[0284] The server automatically generates a ledger based on the integrated transaction information. This includes the calculation of income and expenses and the allocation of necessary expenses.

[0285] Step 6:

[0286] Based on the books generated by the server, tax return documents (e.g., blue tax returns, financial statements) are automatically created and converted into PDF format.

[0287] Step 7:

[0288] Provide the user with a preview of the documents generated by the terminal and let the user check the content. Here, the user can make corrections if necessary.

[0289] Step 8:

[0290] The server formats the revised documents as the final tax return documents and prepares the data for e-filing.

[0291] Step 9:

[0292] The terminal provides a user interface for entering an electronic signature and asks the user to enter a signature to confirm the tax return documents.

[0293] Step 10:

[0294] The server aggregates all the information and transmits the data in the required format to the e-filing system of the tax authorities. After confirmation of the transmission, a success message is sent to the user and the e-filing is completed.

[0295] (Example 1)

[0296] Next, Example 1 will be described. In the following description, the data processing device 12 is referred to as the "server", and the smart glasses 214 are referred to as the "terminal".

[0297] Modern businesses and sole proprietors must process large volumes of transaction information on a daily basis and prepare the necessary ledgers and documents for tax filing. However, these tasks are time-consuming, require specialized knowledge, and consume a great deal of time and effort. In particular, accuracy is essential because errors in ledgers and tax returns can lead to tax problems. Furthermore, the electronic filing process is complex and requires speed and accuracy.

[0298] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.

[0299] In this invention, the server includes means for automatically extracting information based on commercial transactions using voice or image information obtained from a user, means for automatically creating accounting ledgers and tax return-related documents based on the information based on commercial transactions, and means for providing an online connection for transmitting documents generated using an electronic signature. This enables the user to easily input transaction information, review and correct automatically generated ledgers and tax return documents, and quickly complete electronic filing.

[0300] "Audio information" refers to digital audio data that records instructions and information spoken verbally by the user.

[0301] "Image information" refers to digital image data acquired by a user using a camera or other imaging device.

[0302] "Information based on commercial transactions" refers to business-related data elements such as the content of the transaction, date, amount, and location.

[0303] "Accounting ledgers" are formal financial records used by companies and sole proprietors to record their economic activities and understand their financial situation.

[0304] "Tax return-related documents" refer to statutory reports and accounting documents prepared for submission to the tax authorities.

[0305] An "electronic signature" is identification information in digital form that guarantees the sender of a document and the integrity of its content.

[0306] An "online connection" is a communication means for transmitting and receiving data in real time through the Internet or other digital networks.

[0307] A "user interface" refers to interaction means such as a screen and input devices for a user to interact with a system.

[0308] This invention is a system that automatically processes information necessary for commercial transactions and prepares accounting books and tax return-related documents by a user inputting voice information and image information through a terminal. To realize this system, the required hardware is a mobile terminal or computer equipped with a camera and a microphone, and the software includes natural language processing technology and optical character recognition technology. The server combines these technologies to process the raw data received from the user and analyze detailed economic information.

[0309] For example, a user can take a picture of a receipt with the camera of a smartphone and input it as image information. Furthermore, it is also possible to input details of the transaction by voice. The terminal transmits the input data to the server. The server extracts character information from the image information using optical character recognition (OCR) technology, texturizes the voice information using natural language processing (NLP) technology, and identifies keywords and numerical information.

[0310] Based on this information, the server automatically generates an accounting book and creates the necessary tax return documents. Thereafter, the user can check the generated digital documents through the terminal and make corrections if necessary. Finally, the server supports the process of formatting the documents using electronic signature technology and submitting them online to the tax office.

[0311] As a concrete example, a user can use a prompt such as, "Take a picture of your lunch receipt at the cafe and tell me the date and amount by voice." This prompt allows the system to smoothly acquire the necessary information and begin processing. In this way, users can complete their tax processing accurately and easily.

[0312] The flow of the specific processing in Example 1 will be explained using Figure 11.

[0313] Step 1:

[0314] Users use their smartphones or computers to take photos of receipts and invoices, inputting the information as images. They also input transaction details via voice. This process digitally records both physical documents and verbal information on the device. The entered data is saved on the device as image and audio files.

[0315] Step 2:

[0316] Before sending image and audio information to the server, the terminal checks the image resolution and audio quality, and compresses the data as needed. This reduces the communication load during data transfer. The transmitted data is delivered to the server as high-quality image files and clear audio files.

[0317] Step 3:

[0318] The server analyzes the received image information using optical character recognition (OCR) technology. The server extracts text from the image file, particularly important information such as numbers and dates. The output is provided as transaction information in text format.

[0319] Step 4:

[0320] Next, the server analyzes the audio information using a natural language processing (NLP) engine. It generates text from the audio file and extracts keywords and amounts. As a result, the audio transaction information is put into writing and recorded as analyzed text data.

[0321] Step 5:

[0322] The server integrates transaction information from acquired images and audio to automatically generate accounting ledgers. Here, accounting entries are generated based on the total transaction amount and date. This creates and stores the ledger data in digital format.

[0323] Step 6:

[0324] The server automatically generates tax return documents based on the generated accounting data. It performs the necessary calculations and outputs them in formats such as blue return forms and income statements. This digitally generates the official documents that the user needs to submit.

[0325] Step 7:

[0326] The terminal displays the generated ledgers and declarations to the user as a preview. The user can review the content and directly correct any errors, such as numbers or text, ensuring accuracy.

[0327] Step 8:

[0328] The server formats the verified tax returns for electronic filing and prepares them for transmission to the tax authorities' digital system using electronic signatures. Users submit the documents online via their terminals to complete the filing process. This streamlines the document submission process.

[0329] (Application Example 1)

[0330] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server," and the smart glasses 214 will be referred to as the "terminal."

[0331] The process from entering transaction information to preparing and submitting tax returns is complex and burdensome, especially for the elderly and people with disabilities. Furthermore, manual processing of information carries the risk of human error. There is a need for an automated system that is easy for anyone to use.

[0332] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.

[0333] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, means for preparing the generated documents for electronic submission, and means for managing transaction information via a robot and verifying and correcting the information through a user interface. This enables the user to easily and accurately manage transaction information and efficiently process tax-related tasks.

[0334] "Audio data" refers to information expressed through speech, provided by the user.

[0335] "Image data" refers to visually recognizable information represented in digital format, and is acquired by the user using a camera.

[0336] "Transaction information" refers to detailed information about the exchange of funds or goods, including the date, amount, and details of the transaction.

[0337] "Accounting records" are records created based on transaction information and are used to organize and manage the financial status of business activities.

[0338] "Tax-related documents" refer to various official documents submitted to the tax authorities for the purpose of paying taxes, and include tax returns and income statements.

[0339] "Preparing for electronic submission" refers to preparing the necessary formats and procedures for submitting generated documents online.

[0340] A "robot" is an automated machine that assists with managing transaction information, verifying documents, and making corrections through a physical or digital interface with the user.

[0341] An "interface" is a functional window through which a user interacts with a system or robot, and is a means of displaying, confirming, and modifying information.

[0342] The system of the present invention consists of a user, a terminal, and a server. The user provides audio data and image data to the system through the terminal. Audio data is input to the terminal via a microphone, while image data is acquired by taking pictures with the terminal's camera. This information is transmitted to the server and used for processing.

[0343] The server analyzes the audio data using natural language processing techniques to extract transaction information such as keywords, dates, and amounts. It also uses optical character recognition (OCR) technology to accurately convert printed text into digital data. This process utilizes Python libraries such as SpeechRecognition and Pytesseract.

[0344] The server automatically generates accounting records and tax-related documents based on the extracted transaction information. The accounting records are designed to calculate sales and expenses based on the transaction information and reflect the results. The generated documents are sent to the user's terminal to assist with verification and electronic submission.

[0345] The terminal provides users with a document preview and displays an interface for reviewing and editing the content. Through the robot, users can intuitively operate the system without requiring special technical knowledge.

[0346] For example, if a user shows a receipt received after a meal at a restaurant to a robot and says, "Please register this as entertainment expenses," the robot will capture the information and begin processing it on the server. The user can then review the generated tax documents and make any necessary corrections through the interface.

[0347] As an example of a prompt message for the generating AI model, it could also instruct the model to "analyze the contents of the receipt and register it as transportation expenses." Using this system, users can accurately and efficiently manage their daily transaction information.

[0348] The flow of a specific process in Application Example 1 will be explained using Figure 12.

[0349] Step 1:

[0350] The user inputs audio data via the microphone and captures image data with the camera using the device. This data is saved digitally on the device. Audio data is recorded in PNG or JPEG format, and image data in PCM or WAV format.

[0351] Step 2:

[0352] The terminal sends the collected audio data to the server. The server analyzes the audio data using natural language processing techniques. Specifically, it uses the SpeechRecognition library to convert the audio to text and extracts keywords, dates, and amounts from it. The input to this process is an audio file, and the output is structured text data.

[0353] Step 3:

[0354] The terminal sends the captured image data to the server. The server analyzes the image data using optical character recognition (OCR) technology. Specifically, it uses the Pytesseract library to extract text from the image and convert it into organized transaction information. The input to this process is image data, and the output is structured text data.

[0355] Step 4:

[0356] The server generates ledgers using the extracted transaction information. It automatically calculates sales, expenses, etc., according to the transaction attributes, and formats them as ledgers. This ledger generation process requires transaction information as input and generates ledger data as output.

[0357] Step 5:

[0358] The server creates tax return-related documents based on the generated accounting data. This document generation process involves combining necessary information according to a specific format, ultimately outputting various tax return forms.

[0359] Step 6:

[0360] The terminal provides the user with a preview of the generated tax return documents. The user can use the terminal's interface to review the document content and make corrections as needed. During the correction process, the terminal receives user feedback as input and generates a revised document as output.

[0361] Step 7:

[0362] The server prepares the finalized documents for electronic submission. Specifically, it performs format conversion for integration with the tax authorities' electronic filing system and manages the necessary electronic signatures. The output at this step is the document data for electronic filing.

[0363] Step 8:

[0364] Users complete the filing process by electronically signing documents using their devices and submitting them online to the tax authorities. This ensures users have secure control over their transaction information and enables efficient tax processing.

[0365] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.

[0366] This invention is a system that collects transaction information from users using voice and image data, generates accounting records and tax return documents, and, by combining this with an emotion engine, recognizes the user's emotions and dynamically adjusts the interface. To realize this system, each component and the operation based on it are described below.

[0367] Input of audio and image data

[0368] Users use their device's camera function to photograph transaction-related documents and provide detailed information to the device via voice input. This digitizes the physical data, making it ready for processing in the next step.

[0369] Extraction and processing of transaction information

[0370] The server extracts information from image data transmitted from the terminal using optical character recognition (OCR) technology. Simultaneously, audio data is analyzed and converted into text using a natural language processing (NLP) engine. This automatically retrieves transaction details, dates, and amounts.

[0371] Emotional analysis using an emotional engine

[0372] The server uses an added emotion engine to analyze the user's voice data for emotional analysis. This emotion analysis provides information such as whether the user is stressed, confused, or whether things are progressing smoothly.

[0373] Generation of accounting records and tax return documents

[0374] The server creates ledgers based on the collected transaction information and generates tax return documents (e.g., blue return forms, income statements). This significantly reduces the manual work that users need to do themselves.

[0375] Interface provision and adjustment

[0376] The terminal provides a preview of the generated document and prompts the user to review and make corrections. Based on the results analyzed by the sentiment engine, if the user is feeling anxious or confused, the server adjusts the interface and presents points requiring special attention or support messages.

[0377] Support for electronic filing

[0378] After the user performs a final check, the server formats the declaration data into a format suitable for the electronic filing system and performs a series of preparations for online submission to the tax authorities. The terminal guides the user through the necessary final operations, including electronic signatures, providing an environment that allows for the efficient completion of the filing process.

[0379] This design allows users to intuitively perform declaration tasks, and the interface adapts to their emotions as needed, resulting in an optimal user experience. In particular, the design, which is mindful of human interaction, provides a more comfortable user experience.

[0380] The following describes the processing flow.

[0381] Step 1:

[0382] The user uses their device to take photos of receipts and invoices with the camera and inputs them as image data. At the same time, they use the device's microphone to input transaction details as voice data.

[0383] Step 2:

[0384] The device transmits the collected image and audio data to the server. The image data retains its resolution as visual information, while the audio data is packaged in digital format.

[0385] Step 3:

[0386] The server applies optical character recognition (OCR) to the image data to extract printed text information. This allows the server to obtain information such as the date, amount, and customer listed on receipts and invoices.

[0387] Step 4:

[0388] The server applies natural language processing (NLP) to the audio data. It analyzes the text converted from the audio and supplements it with transaction details as additional information.

[0389] Step 5:

[0390] The server uses an emotion engine to analyze the user's emotional state from the voice data. Based on the acquired emotional information, it determines whether the user is stressed, calm, or otherwise in a state of mind.

[0391] Step 6:

[0392] The server automatically generates accounting records based on the transaction information it acquires. It also automatically creates declaration documents (e.g., blue return form, profit and loss statement) and sends them to the terminal for review.

[0393] Step 7:

[0394] The terminal displays a preview of the generated document to the user, prompting them to review and make corrections. The user checks the information on the screen and makes corrections if there are any errors.

[0395] Step 8:

[0396] Based on the results analyzed by the emotion engine, the server adjusts the interface. If the user shows confusion or anxiety, it displays supplementary support messages and guidance.

[0397] Step 9:

[0398] After the user has made a final confirmation, the terminal provides an interface for entering an electronic signature and prompts the user to sign. The user enters their signature and confirms the declaration process.

[0399] Step 10:

[0400] The server transmits the final declaration data to the tax authority's electronic filing system. Once the transmission is complete, the user receives a success notification via their terminal, and the electronic filing process is finished.

[0401] (Example 2)

[0402] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server" and the smart glasses 214 will be referred to as the "terminal".

[0403] There is a need to automate the process of generating accounting and tax return-related documents efficiently and accurately, thereby reducing the workload on users. Furthermore, it is necessary to provide a better user experience by considering the user's emotional state.

[0404] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.

[0405] In this invention, the server includes means for automatically extracting transaction information using voice data or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions from the voice data. This enables accurate and rapid acquisition of transaction information and interface adjustment according to the user's emotions.

[0406] A "user" is an individual or legal entity that uses the system to process transaction information.

[0407] "Voice data" refers to the recording of voice information that a user provides to the system through their device.

[0408] "Image data" refers to visual information of transaction-related documents and materials captured by the user using the camera function of their device.

[0409] "Transaction information" refers to detailed information related to business transactions that is automatically extracted based on audio and image data obtained from users.

[0410] "Automatic generation means" refers to a function that executes the process of creating accounting records and tax return-related documents based on transaction information without manual intervention.

[0411] "Sentiment analysis" is a technology that evaluates users' emotional states from their voice data.

[0412] "Means of dynamically adjusting the interface" refers to a function that automatically changes the system's user interface in response to the user's emotional state.

[0413] "Means of preparing for electronic submission" refers to the function of converting generated documents into the appropriate format online and setting up a process for submission to tax authorities or relevant agencies.

[0414] This invention is a system that enables users to efficiently collect transaction information using voice and image data, and to automatically generate ledger and tax return documents. Furthermore, it aims to improve the user experience by analyzing the user's emotional state and dynamically adjusting the interface accordingly.

[0415] First, the user takes photos of transaction-related documents using the device's camera function. This process utilizes devices equipped with cameras, such as smartphones and tablets. Voice input can be provided using the device's microphone function. This system converts physical data into a digital format, making subsequent processing easier.

[0416] The server extracts information from image data received from the terminal using optical character recognition (OCR) technology. OCR engines such as Tesseract and Google Cloud Vision are available. Simultaneously, audio data is analyzed by a natural language processing (NLP) engine and output as text data. Through this process, specific transaction details, dates, amounts, and other information are automatically obtained.

[0417] Furthermore, the server can use AI-based technology to analyze the user's emotions based on their voice data. This emotion analysis determines the user's state and adjusts the interface accordingly. For example, if the emotion engine determines that the user is stressed, the interface will present a guidance message to support the user.

[0418] The generated accounting records and tax return documents are prepared for electronic submission. The server converts them into a format for online submission and provides support for direct submission to the tax authorities. The terminal guides the user through the necessary electronic signatures, ensuring a smooth completion of the process.

[0419] As a concrete example, when a user files their year-end tax return, they take photos of receipts and invoices related to their transactions with their smartphone and verbally explain any supplementary information. The system automatically creates the necessary documents based on this information and prepares them for submission. Furthermore, if the user has any concerns about this process, the interface provides appropriate support.

[0420] Examples of prompts to input into the generating AI model include, "Please provide an overview of a system that automates trading information using voice and image data," and "Please explain how to adjust the interface according to the user's emotional state." This allows for a detailed understanding of the system's specifications and provides guidance for practical use.

[0421] The flow of the specific processing in Example 2 will be explained using Figure 13.

[0422] Step 1:

[0423] The user takes a picture of the transaction documents using the device's camera function. This converts the physical documents into digital image data and inputs it into the device. The device temporarily stores this data and sends it to the server for further processing.

[0424] Step 2:

[0425] After receiving image data sent from the terminal, the server performs optical character recognition (OCR). Using an OCR engine (e.g., Tesseract), it extracts text information from the image data. This obtains information necessary for creating ledgers, such as transaction details, dates, and amounts.

[0426] Step 3:

[0427] The user enters transaction details into the terminal by voice. The voice input data is collected through the terminal's microphone and stored as digital voice data. This data is then sent to a server for further analysis.

[0428] Step 4:

[0429] The server performs natural language processing (NLP) on the received audio data. Using an engine that converts speech to text (e.g., Google Speech-to-Text), it converts the digital audio data into text and analyzes detailed information about the transaction (e.g., trading partners and specific terms).

[0430] Step 5:

[0431] The server performs sentiment analysis on the voice data. Using an AI-based sentiment analysis system, it extracts emotional components contained in the voice. This allows the server to recognize the user's state of stress or confusion.

[0432] Step 6:

[0433] The server generates accounting records and tax-related documents based on the extracted transaction information and sentiment analysis results. Here, specialized accounting software is used to accurately structure the transaction information.

[0434] Step 7:

[0435] The terminal displays a preview of the generated document to the user. The user reviews the content on the terminal screen and makes corrections as needed. The terminal accepts this action and saves the modified content.

[0436] Step 8:

[0437] The server prepares the user-verified documents for electronic submission to the tax authorities. It converts the data to the specified format and facilitates submission via a secure transmission channel.

[0438] Step 9:

[0439] The terminal guides the user through the electronic signature process and helps them complete the final submission process smoothly. The user follows the terminal's instructions to finalize their tax return.

[0440] (Application Example 2)

[0441] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as the "server," and the smart glasses 214 will be referred to as the "terminal."

[0442] When users generate and submit accounting and tax-related documents related to transactions, the process of collecting and processing information is cumbersome, and the user experience is not optimized due to insufficient provision of an interface that responds to user emotions. In particular, there is a need for a system that can flexibly adjust to the user's emotional state.

[0443] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.

[0444] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions and dynamically adjusting the interface. This enables the user to easily manage transaction information and create and submit accounting records and tax return documents while receiving appropriate emotional support.

[0445] "Voice data" refers to information about voice provided by the user, which the system analyzes using speech recognition technology.

[0446] "Image data" refers to visual information captured by users to digitize transaction information, and is what the system processes using optical character recognition (OCR) technology.

[0447] "Transaction information" refers to information including the details, date, and amount of transactions conducted by the user, which the system automatically extracts and uses for bookkeeping and tax filing.

[0448] "Accounting records" are accounting documents generated based on transaction information, and their purpose is to record financial status.

[0449] "Tax return-related documents" are documents that compile information that must be submitted to the tax office, and these are automatically generated in this invention.

[0450] "Means of analyzing emotions and dynamically adjusting the interface" refers to elements that analyze the emotional state from data provided by the user and adapt the system's display and operability accordingly.

[0451] "Preparing for electronic submission" refers to arranging the generated documents so that they can be properly submitted online and completing the necessary procedures.

[0452] This invention uses a user's device to collect voice and image data. Based on this data, the server processes transaction information and automatically generates accounting records and tax return-related documents. Furthermore, it utilizes an emotion engine to analyze the user's emotions and dynamically adjust the interface.

[0453] Specifically, the user's device collects data using its camera and microphone. Optical Character Recognition (OCR) technology is used to extract information from the collected image data by a server. This technology can utilize general-purpose image recognition software. Audio data is converted into text information using Natural Language Processing (NLP) technology. Many speech recognition software programs are available for this purpose.

[0454] The server organizes transaction information and uses accounting software to generate ledgers and tax returns. This process can utilize either general-purpose or specific tax software. Additionally, the emotion engine analyzes collected voice data to determine the user's emotional state. This allows the server to detect the user's stress and anxiety and adjust the interface display accordingly. Emotion analysis software is used in this adjustment process.

[0455] To give a concrete example, suppose a user takes a photo of a receipt issued at a hotel during a business trip and verbally instructs the system to "include it as an expense." The system then uses this information to perform accounting processing and provides appropriate displays and guidance to the user's terminal.

[0456] An example of a prompt message would be: "Please record the following purchase information as transaction data and reflect it in the ledger. Also, perform a user sentiment analysis and turn on assistant mode if stress is detected." By allowing users to communicate requests to the system and for the system to respond appropriately, it becomes possible to provide a more efficient and intuitive user experience.

[0457] The flow of a specific process in Application Example 2 will be explained using Figure 14.

[0458] Step 1:

[0459] The user takes images related to the transaction with the device's camera and inputs audio data into the microphone. This input data is recorded by the device as image and audio files and transferred to the server.

[0460] Step 2:

[0461] The server extracts text information from image data sent from the terminal using optical character recognition (OCR) technology. The input is an image file, and the output is extracted text information. Specifically, it obtains the date, product name, and price as text from receipt information within the image.

[0462] Step 3:

[0463] The server analyzes the audio data using a natural language processing (NLP) engine and converts it into text data. The input is an audio file, and the output is text information. For example, if a user provides information such as "Include this expense in the expenses," the server will obtain that instruction as text.

[0464] Step 4:

[0465] Based on the acquired text information, the server organizes transaction information and uses accounting software to generate ledgers and tax return documents. In this process, text information is input, and the completed ledger data and tax return document data are output.

[0466] Step 5:

[0467] The server analyzes voice data using an emotion engine to determine the user's emotions. The input for the analysis is voice data, and the output is the user's emotional state. For example, if it determines that the user is experiencing high stress, that information is stored.

[0468] Step 6:

[0469] The server dynamically adjusts the terminal interface based on the results of sentiment analysis. The input is the user's emotional state, and the output is a customized interface. Specifically, users who are detected as anxious will be shown clearer instructions and support messages.

[0470] Step 7:

[0471] Finally, the user reviews the contents of the ledgers and declarations and performs necessary actions such as electronic signatures. At this stage, the user can view the outputted document data through a review interface and issue approval or correction instructions.

[0472] The specific processing unit 290 transmits the result of the specific processing to the smart glasses 214. In the smart glasses 214, the control unit 46A causes the speaker 240 to output the result of the specific processing. The microphone 238 acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 238 to the data processing unit 12. In the data processing unit 12, the specific processing unit 290 acquires the audio data.

[0473] Data generation model 58 is a type of so-called generative AI (Artificial Intelligence). One example of data generation model 58 is ChatGPT (Internet search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.

[0474] In the above embodiment, an example was given in which specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and the specific processing may also be performed by the smart glasses 214.

[0475] [Third Embodiment]

[0476] Figure 5 shows an example of the configuration of the data processing system 310 according to the third embodiment.

[0477] As shown in Figure 5, the data processing system 310 includes a data processing device 12 and a headset terminal 314. An example of the data processing device 12 is a server.

[0478] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).

[0479] The headset terminal 314 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication interface 44, and a display 343. The computer 36 includes a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The microphone 238, speaker 240, camera 42, and display 343 are also connected to the bus 52.

[0480] The microphone 238 receives voice signals from the user 20 and receives instructions from the user 20. The microphone 238 captures the voice signals from the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio according to the instructions from the processor 46.

[0481] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the area around the user 20 (for example, an imaging range defined by a field of view equivalent to the width of a typical healthy person's field of vision).

[0482] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various information between processor 46 and processor 28 via network 54. The exchange of various information between processor 46 and processor 28 using communication interfaces 44 and 26 is performed in a secure manner.

[0483] Figure 6 shows an example of the main functions of the data processing device 12 and the headset terminal 314. As shown in Figure 6, the data processing device 12 performs specific processing using the processor 28. The storage 32 stores the specific processing program 56.

[0484] The specific processing program 56 is an example of a "program" relating to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.

[0485] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.

[0486] In the headset terminal 314, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.

[0487] Next, the specific processing performed by the specific processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the headset terminal 314 will be referred to as the "terminal".

[0488] This invention is a system that automatically collects transaction information and generates documents necessary for tax filing by allowing users to input voice or image data using a terminal such as a smartphone or computer. The following describes an embodiment of this invention based on a specific example of its use.

[0489] Input of audio and image data

[0490] Users input receipts and invoices as image data by taking pictures of them with the device's camera. They can also input transaction information into the device by voice. This eliminates the need for handwriting or manual input, making it easy for the elderly and people with physical disabilities to use.

[0491] Extraction and organization of transaction information

[0492] The server analyzes the received audio data using natural language processing technology and automatically extracts necessary transaction information such as keywords, dates, and amounts. For image data, optical character recognition technology is used to accurately analyze the printed text information and convert the transaction information into structured digital data.

[0493] Automatic generation of accounting records and tax return documents

[0494] The server automatically calculates sales and expenses for the business based on the extracted transaction information and generates accounting records. Furthermore, it automatically creates necessary tax return documents (e.g., blue return form, income statement, etc.) based on these records. This frees users from the burden of complex calculations and document creation.

[0495] Verification and correction interface

[0496] The terminal displays a preview of the generated ledgers and declaration documents to the user and asks them to confirm the contents. The user can check the numbers and text on the screen and make corrections as needed if there are any errors.

[0497] Support for electronic filing

[0498] After all verification is complete, the server formats the generated tax return for electronic filing and connects it to the tax authority's electronic filing system. The terminal prompts the user to enter an electronic signature and provides an interface for submitting the necessary documents online. Users can easily complete the electronic filing and save any necessary copies.

[0499] In this way, the system as a whole uses voice and image data to automatically process transaction information, simplifying tax-related tasks. This makes it easy for users to proceed with filing their tax returns, and it can be used with confidence even by those without special knowledge or skills.

[0500] The following describes the processing flow.

[0501] Step 1:

[0502] The user uses their device to take photos of receipts and invoices with the camera and imports them as image data. They also input a summary of the transaction as voice input.

[0503] Step 2:

[0504] The device sends the captured image and audio data to the server. The images are converted to the required resolution, and the audio is encoded into digital data.

[0505] Step 3:

[0506] The server applies optical character recognition (OCR) technology to the image data to extract text information. This allows for the identification of specific information such as dates, amounts, and customer names.

[0507] Step 4:

[0508] The server analyzes the audio data using a natural language processing engine. It structures the text information extracted from the audio and integrates it with the information from the aforementioned image data.

[0509] Step 5:

[0510] The server automatically generates ledgers based on integrated transaction information. This includes income and expenditure calculations, as well as the allocation of necessary expenses.

[0511] Step 6:

[0512] The server automatically creates tax return documents (e.g., blue return form, financial statements) based on the generated accounting records and converts them into PDF format.

[0513] Step 7:

[0514] The terminal provides the user with a preview of the generated document, allowing the user to review its contents. The user can then make corrections if necessary.

[0515] Step 8:

[0516] The server formats the revised documents as the final tax return and prepares the data for electronic filing.

[0517] Step 9:

[0518] The terminal provides a user interface for electronic signature input, allowing the user to enter their signature to finalize the declaration document.

[0519] Step 10:

[0520] The server aggregates all the information and transmits the data in the format required by the tax authorities' electronic filing system. After confirmation of transmission, a success message is sent to the user, and the electronic filing is completed.

[0521] (Example 1)

[0522] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."

[0523] Modern businesses and sole proprietors must process large volumes of transaction information on a daily basis and prepare the necessary ledgers and documents for tax filing. However, these tasks are time-consuming, require specialized knowledge, and consume a great deal of time and effort. In particular, accuracy is essential because errors in ledgers and tax returns can lead to tax problems. Furthermore, the electronic filing process is complex and requires speed and accuracy.

[0524] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.

[0525] In this invention, the server includes means for automatically extracting information based on commercial transactions using voice or image information obtained from a user, means for automatically creating accounting ledgers and tax return-related documents based on the information based on commercial transactions, and means for providing an online connection for transmitting documents generated using an electronic signature. This enables the user to easily input transaction information, review and correct automatically generated ledgers and tax return documents, and quickly complete electronic filing.

[0526] "Audio information" refers to digital audio data that records instructions and information spoken verbally by the user.

[0527] "Image information" refers to digital image data acquired by a user using a camera or other imaging device.

[0528] "Information based on commercial transactions" refers to business-related data elements such as the content of the transaction, date, amount, and location.

[0529] "Accounting ledgers" are formal financial records used by companies and sole proprietors to record their economic activities and understand their financial situation.

[0530] "Tax return-related documents" refer to statutory reports and accounting documents prepared for submission to the tax authorities.

[0531] An "electronic signature" is an identifier in digital format that guarantees the sender and integrity of a document's content.

[0532] "Online connectivity" refers to a means of communication for sending and receiving data in real time via the internet or other digital networks.

[0533] "User interface" refers to the means of interaction, such as screens and input devices, that users use to interact with a system.

[0534] This invention is a system that automatically processes information necessary for commercial transactions and prepares accounting ledgers and tax return-related documents based on voice and image information input by the user through a terminal. The hardware required to realize this system includes a mobile terminal or computer equipped with a camera and microphone, while the software includes natural language processing technology and optical character recognition technology. The server combines these technologies to process the raw data received from the user and analyze detailed economic information.

[0535] For example, a user can take a picture of a receipt with their smartphone camera and input it as image information. Furthermore, they can also input transaction details via voice. The terminal sends the input data to the server. The server extracts text information from the image information using optical character recognition (OCR) technology, and converts the voice information into text using natural language processing (NLP) technology, identifying keywords and numerical information.

[0536] Based on this information, the server automatically generates accounting ledgers and prepares the necessary tax return documents. The user can then review the generated digital documents on their device and make corrections as needed. Finally, the server uses electronic signature technology to format the documents and supports the process of submitting them online to the tax authorities.

[0537] As a concrete example, a user can use a prompt such as, "Take a picture of your lunch receipt at the cafe and tell me the date and amount by voice." This prompt allows the system to smoothly acquire the necessary information and begin processing. In this way, users can complete their tax processing accurately and easily.

[0538] The flow of the specific processing in Example 1 will be explained using Figure 11.

[0539] Step 1:

[0540] Users use their smartphones or computers to take photos of receipts and invoices, inputting the information as images. They also input transaction details via voice. This process digitally records both physical documents and verbal information on the device. The entered data is saved on the device as image and audio files.

[0541] Step 2:

[0542] Before sending image and audio information to the server, the terminal checks the image resolution and audio quality, and compresses the data as needed. This reduces the communication load during data transfer. The transmitted data is delivered to the server as high-quality image files and clear audio files.

[0543] Step 3:

[0544] The server analyzes the received image information using optical character recognition (OCR) technology. The server extracts text from the image file, particularly important information such as numbers and dates. The output is provided as transaction information in text format.

[0545] Step 4:

[0546] Next, the server analyzes the audio information using a natural language processing (NLP) engine. It generates text from the audio file and extracts keywords and amounts. As a result, the audio transaction information is put into writing and recorded as analyzed text data.

[0547] Step 5:

[0548] The server integrates transaction information from acquired images and audio to automatically generate accounting ledgers. Here, accounting entries are generated based on the total transaction amount and date. This creates and stores the ledger data in digital format.

[0549] Step 6:

[0550] The server automatically generates tax return documents based on the generated accounting data. It performs the necessary calculations and outputs them in formats such as blue return forms and income statements. This digitally generates the official documents that the user needs to submit.

[0551] Step 7:

[0552] The terminal displays the generated ledgers and declarations to the user as a preview. The user can review the content and directly correct any errors, such as numbers or text, ensuring accuracy.

[0553] Step 8:

[0554] The server formats the verified tax returns for electronic filing and prepares them for transmission to the tax authorities' digital system using electronic signatures. Users submit the documents online via their terminals to complete the filing process. This streamlines the document submission process.

[0555] (Application Example 1)

[0556] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."

[0557] The process from entering transaction information to preparing and submitting tax returns is complex and burdensome, especially for the elderly and people with disabilities. Furthermore, manual processing of information carries the risk of human error. There is a need for an automated system that is easy for anyone to use.

[0558] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.

[0559] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, means for preparing the generated documents for electronic submission, and means for managing transaction information via a robot and verifying and correcting the information through a user interface. This enables the user to easily and accurately manage transaction information and efficiently process tax-related tasks.

[0560] "Audio data" refers to information expressed through speech, provided by the user.

[0561] "Image data" refers to visually recognizable information represented in digital format, and is acquired by the user using a camera.

[0562] "Transaction information" refers to detailed information about the exchange of funds or goods, including the date, amount, and details of the transaction.

[0563] "Accounting records" are records created based on transaction information and are used to organize and manage the financial status of business activities.

[0564] "Tax-related documents" refer to various official documents submitted to the tax authorities for the purpose of paying taxes, and include tax returns and income statements.

[0565] "Preparing for electronic submission" refers to preparing the necessary formats and procedures for submitting generated documents online.

[0566] A "robot" is an automated machine that assists with managing transaction information, verifying documents, and making corrections through a physical or digital interface with the user.

[0567] An "interface" is a functional window through which a user interacts with a system or robot, and is a means of displaying, confirming, and modifying information.

[0568] The system of the present invention consists of a user, a terminal, and a server. The user provides audio data and image data to the system through the terminal. Audio data is input to the terminal via a microphone, while image data is acquired by taking pictures with the terminal's camera. This information is transmitted to the server and used for processing.

[0569] The server analyzes the audio data using natural language processing techniques to extract transaction information such as keywords, dates, and amounts. It also uses optical character recognition (OCR) technology to accurately convert printed text into digital data. This process utilizes Python libraries such as SpeechRecognition and Pytesseract.

[0570] The server automatically generates accounting records and tax-related documents based on the extracted transaction information. The accounting records are designed to calculate sales and expenses based on the transaction information and reflect the results. The generated documents are sent to the user's terminal to assist with verification and electronic submission.

[0571] The terminal provides users with a document preview and displays an interface for reviewing and editing the content. Through the robot, users can intuitively operate the system without requiring special technical knowledge.

[0572] For example, if a user shows a receipt received after a meal at a restaurant to a robot and says, "Please register this as entertainment expenses," the robot will capture the information and begin processing it on the server. The user can then review the generated tax documents and make any necessary corrections through the interface.

[0573] As an example of a prompt message for the generating AI model, it could also instruct the model to "analyze the contents of the receipt and register it as transportation expenses." Using this system, users can accurately and efficiently manage their daily transaction information.

[0574] The flow of a specific process in Application Example 1 will be explained using Figure 12.

[0575] Step 1:

[0576] The user inputs audio data via the microphone and captures image data with the camera using the device. This data is saved digitally on the device. Audio data is recorded in PNG or JPEG format, and image data in PCM or WAV format.

[0577] Step 2:

[0578] The terminal sends the collected audio data to the server. The server analyzes the audio data using natural language processing techniques. Specifically, it uses the SpeechRecognition library to convert the audio to text and extracts keywords, dates, and amounts from it. The input to this process is an audio file, and the output is structured text data.

[0579] Step 3:

[0580] The terminal sends the captured image data to the server. The server analyzes the image data using optical character recognition (OCR) technology. Specifically, it uses the Pytesseract library to extract text from the image and convert it into organized transaction information. The input to this process is image data, and the output is structured text data.

[0581] Step 4:

[0582] The server generates ledgers using the extracted transaction information. It automatically calculates sales, expenses, etc., according to the transaction attributes, and formats them as ledgers. This ledger generation process requires transaction information as input and generates ledger data as output.

[0583] Step 5:

[0584] The server creates tax return-related documents based on the generated accounting data. This document generation process involves combining necessary information according to a specific format, ultimately outputting various tax return forms.

[0585] Step 6:

[0586] The terminal provides the user with a preview of the generated tax return documents. The user can use the terminal's interface to review the document content and make corrections as needed. During the correction process, the terminal receives user feedback as input and generates a revised document as output.

[0587] Step 7:

[0588] The server prepares the finalized documents for electronic submission. Specifically, it performs format conversion for integration with the tax authorities' electronic filing system and manages the necessary electronic signatures. The output at this step is the document data for electronic filing.

[0589] Step 8:

[0590] Users complete the filing process by electronically signing documents using their devices and submitting them online to the tax authorities. This ensures users have secure control over their transaction information and enables efficient tax processing.

[0591] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.

[0592] This invention is a system that collects transaction information from users using voice and image data, generates accounting records and tax return documents, and, by combining this with an emotion engine, recognizes the user's emotions and dynamically adjusts the interface. To realize this system, each component and the operation based on it are described below.

[0593] Input of audio and image data

[0594] Users use their device's camera function to photograph transaction-related documents and provide detailed information to the device via voice input. This digitizes the physical data, making it ready for processing in the next step.

[0595] Extraction and processing of transaction information

[0596] The server extracts information from image data transmitted from the terminal using optical character recognition (OCR) technology. Simultaneously, audio data is analyzed and converted into text using a natural language processing (NLP) engine. This automatically retrieves transaction details, dates, and amounts.

[0597] Emotional analysis using an emotional engine

[0598] The server uses an added emotion engine to analyze the user's voice data for emotional analysis. This emotion analysis provides information such as whether the user is stressed, confused, or whether things are progressing smoothly.

[0599] Generation of accounting records and tax return documents

[0600] The server creates ledgers based on the collected transaction information and generates tax return documents (e.g., blue return forms, income statements). This significantly reduces the manual work that users need to do themselves.

[0601] Interface provision and adjustment

[0602] The terminal provides a preview of the generated document and prompts the user to review and make corrections. Based on the results analyzed by the sentiment engine, if the user is feeling anxious or confused, the server adjusts the interface and presents points requiring special attention or support messages.

[0603] Support for electronic filing

[0604] After the user performs a final check, the server formats the declaration data into a format suitable for the electronic filing system and performs a series of preparations for online submission to the tax authorities. The terminal guides the user through the necessary final operations, including electronic signatures, providing an environment that allows for the efficient completion of the filing process.

[0605] This design allows users to intuitively perform declaration tasks, and the interface adapts to their emotions as needed, resulting in an optimal user experience. In particular, the design, which is mindful of human interaction, provides a more comfortable user experience.

[0606] The following describes the processing flow.

[0607] Step 1:

[0608] The user uses their device to take photos of receipts and invoices with the camera and inputs them as image data. At the same time, they use the device's microphone to input transaction details as voice data.

[0609] Step 2:

[0610] The device transmits the collected image and audio data to the server. The image data retains its resolution as visual information, while the audio data is packaged in digital format.

[0611] Step 3:

[0612] The server applies optical character recognition (OCR) to the image data to extract printed text information. This allows the server to obtain information such as the date, amount, and customer listed on receipts and invoices.

[0613] Step 4:

[0614] The server applies natural language processing (NLP) to the audio data. It analyzes the text converted from the audio and supplements it with transaction details as additional information.

[0615] Step 5:

[0616] The server uses an emotion engine to analyze the user's emotional state from the voice data. Based on the acquired emotional information, it determines whether the user is stressed, calm, or otherwise in a state of mind.

[0617] Step 6:

[0618] The server automatically generates accounting records based on the transaction information it acquires. It also automatically creates declaration documents (e.g., blue return form, profit and loss statement) and sends them to the terminal for review.

[0619] Step 7:

[0620] The terminal displays a preview of the generated document to the user, prompting them to review and make corrections. The user checks the information on the screen and makes corrections if there are any errors.

[0621] Step 8:

[0622] Based on the results analyzed by the emotion engine, the server adjusts the interface. If the user shows confusion or anxiety, it displays supplementary support messages and guidance.

[0623] Step 9:

[0624] After the user has made a final confirmation, the terminal provides an interface for entering an electronic signature and prompts the user to sign. The user enters their signature and confirms the declaration process.

[0625] Step 10:

[0626] The server transmits the final declaration data to the tax authority's electronic filing system. Once the transmission is complete, the user receives a success notification via their terminal, and the electronic filing process is finished.

[0627] (Example 2)

[0628] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."

[0629] There is a need to automate the process of generating accounting and tax return-related documents efficiently and accurately, thereby reducing the workload on users. Furthermore, it is necessary to provide a better user experience by considering the user's emotional state.

[0630] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.

[0631] In this invention, the server includes means for automatically extracting transaction information using voice data or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions from the voice data. This enables accurate and rapid acquisition of transaction information and interface adjustment according to the user's emotions.

[0632] A "user" is an individual or legal entity that uses the system to process transaction information.

[0633] "Voice data" refers to the recording of voice information that a user provides to the system through their device.

[0634] "Image data" refers to visual information of transaction-related documents and materials captured by the user using the camera function of their device.

[0635] "Transaction information" refers to detailed information related to business transactions that is automatically extracted based on audio and image data obtained from users.

[0636] "Automatic generation means" refers to a function that executes the process of creating accounting records and tax return-related documents based on transaction information without manual intervention.

[0637] "Sentiment analysis" is a technology that evaluates users' emotional states from their voice data.

[0638] "Means of dynamically adjusting the interface" refers to a function that automatically changes the system's user interface in response to the user's emotional state.

[0639] "Means of preparing for electronic submission" refers to the function of converting generated documents into the appropriate format online and setting up a process for submission to tax authorities or relevant agencies.

[0640] This invention is a system that enables users to efficiently collect transaction information using voice and image data, and to automatically generate ledger and tax return documents. Furthermore, it aims to improve the user experience by analyzing the user's emotional state and dynamically adjusting the interface accordingly.

[0641] First, the user takes photos of transaction-related documents using the device's camera function. This process utilizes devices equipped with cameras, such as smartphones and tablets. Voice input can be provided using the device's microphone function. This system converts physical data into a digital format, making subsequent processing easier.

[0642] The server extracts information from image data received from the terminal using optical character recognition (OCR) technology. OCR engines such as Tesseract and Google Cloud Vision are available. Simultaneously, audio data is analyzed by a natural language processing (NLP) engine and output as text data. Through this process, specific transaction details, dates, amounts, and other information are automatically obtained.

[0643] Furthermore, the server can use AI-based technology to analyze the user's emotions based on their voice data. This emotion analysis determines the user's state and adjusts the interface accordingly. For example, if the emotion engine determines that the user is stressed, the interface will present a guidance message to support the user.

[0644] The generated accounting records and tax return documents are prepared for electronic submission. The server converts them into a format for online submission and provides support for direct submission to the tax authorities. The terminal guides the user through the necessary electronic signatures, ensuring a smooth completion of the process.

[0645] As a concrete example, when a user files their year-end tax return, they take photos of receipts and invoices related to their transactions with their smartphone and verbally explain any supplementary information. The system automatically creates the necessary documents based on this information and prepares them for submission. Furthermore, if the user has any concerns about this process, the interface provides appropriate support.

[0646] Examples of prompts to input into the generating AI model include, "Please provide an overview of a system that automates trading information using voice and image data," and "Please explain how to adjust the interface according to the user's emotional state." This allows for a detailed understanding of the system's specifications and provides guidance for practical use.

[0647] The flow of the specific processing in Example 2 will be explained using Figure 13.

[0648] Step 1:

[0649] The user takes a picture of the transaction documents using the device's camera function. This converts the physical documents into digital image data and inputs it into the device. The device temporarily stores this data and sends it to the server for further processing.

[0650] Step 2:

[0651] After receiving image data sent from the terminal, the server performs optical character recognition (OCR). Using an OCR engine (e.g., Tesseract), it extracts text information from the image data. This obtains information necessary for creating ledgers, such as transaction details, dates, and amounts.

[0652] Step 3:

[0653] The user enters transaction details into the terminal by voice. The voice input data is collected through the terminal's microphone and stored as digital voice data. This data is then sent to a server for further analysis.

[0654] Step 4:

[0655] The server performs natural language processing (NLP) on the received audio data. Using an engine that converts speech to text (e.g., Google Speech-to-Text), it converts the digital audio data into text and analyzes detailed information about the transaction (e.g., trading partners and specific terms).

[0656] Step 5:

[0657] The server performs sentiment analysis on the voice data. Using an AI-based sentiment analysis system, it extracts emotional components contained in the voice. This allows the server to recognize the user's state of stress or confusion.

[0658] Step 6:

[0659] The server generates accounting records and tax-related documents based on the extracted transaction information and sentiment analysis results. Here, specialized accounting software is used to accurately structure the transaction information.

[0660] Step 7:

[0661] The terminal displays a preview of the generated document to the user. The user reviews the content on the terminal screen and makes corrections as needed. The terminal accepts this action and saves the modified content.

[0662] Step 8:

[0663] The server prepares the user-verified documents for electronic submission to the tax authorities. It converts the data to the specified format and facilitates submission via a secure transmission channel.

[0664] Step 9:

[0665] The terminal guides the user through the electronic signature process and helps them complete the final submission process smoothly. The user follows the terminal's instructions to finalize their tax return.

[0666] (Application Example 2)

[0667] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as the "server," and the headset-type terminal 314 will be referred to as the "terminal."

[0668] When users generate and submit accounting and tax-related documents related to transactions, the process of collecting and processing information is cumbersome, and the user experience is not optimized due to insufficient provision of an interface that responds to user emotions. In particular, there is a need for a system that can flexibly adjust to the user's emotional state.

[0669] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.

[0670] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions and dynamically adjusting the interface. This enables the user to easily manage transaction information and create and submit accounting records and tax return documents while receiving appropriate emotional support.

[0671] "Voice data" refers to information about voice provided by the user, which the system analyzes using speech recognition technology.

[0672] "Image data" refers to visual information captured by users to digitize transaction information, and is what the system processes using optical character recognition (OCR) technology.

[0673] "Transaction information" refers to information including the details, date, and amount of transactions conducted by the user, which the system automatically extracts and uses for bookkeeping and tax filing.

[0674] "Accounting records" are accounting documents generated based on transaction information, and their purpose is to record financial status.

[0675] "Tax return-related documents" are documents that compile information that must be submitted to the tax office, and these are automatically generated in this invention.

[0676] "Means of analyzing emotions and dynamically adjusting the interface" refers to elements that analyze the emotional state from data provided by the user and adapt the system's display and operability accordingly.

[0677] "Preparing for electronic submission" refers to arranging the generated documents so that they can be properly submitted online and completing the necessary procedures.

[0678] This invention uses a user's device to collect voice and image data. Based on this data, the server processes transaction information and automatically generates accounting records and tax return-related documents. Furthermore, it utilizes an emotion engine to analyze the user's emotions and dynamically adjust the interface.

[0679] Specifically, the user's device collects data using its camera and microphone. Optical Character Recognition (OCR) technology is used to extract information from the collected image data by a server. This technology can utilize general-purpose image recognition software. Audio data is converted into text information using Natural Language Processing (NLP) technology. Many speech recognition software programs are available for this purpose.

[0680] The server organizes transaction information and uses accounting software to generate ledgers and tax returns. This process can utilize either general-purpose or specific tax software. Additionally, the emotion engine analyzes collected voice data to determine the user's emotional state. This allows the server to detect the user's stress and anxiety and adjust the interface display accordingly. Emotion analysis software is used in this adjustment process.

[0681] To give a concrete example, suppose a user takes a photo of a receipt issued at a hotel during a business trip and verbally instructs the system to "include it as an expense." The system then uses this information to perform accounting processing and provides appropriate displays and guidance to the user's terminal.

[0682] An example of a prompt message would be: "Please record the following purchase information as transaction data and reflect it in the ledger. Also, perform a user sentiment analysis and turn on assistant mode if stress is detected." By allowing users to communicate requests to the system and for the system to respond appropriately, it becomes possible to provide a more efficient and intuitive user experience.

[0683] The flow of a specific process in Application Example 2 will be explained using Figure 14.

[0684] Step 1:

[0685] The user takes images related to the transaction with the device's camera and inputs audio data into the microphone. This input data is recorded by the device as image and audio files and transferred to the server.

[0686] Step 2:

[0687] The server extracts text information from image data sent from the terminal using optical character recognition (OCR) technology. The input is an image file, and the output is extracted text information. Specifically, it obtains the date, product name, and price as text from receipt information within the image.

[0688] Step 3:

[0689] The server analyzes the audio data using a natural language processing (NLP) engine and converts it into text data. The input is an audio file, and the output is text information. For example, if a user provides information such as "Include this expense in the expenses," the server will obtain that instruction as text.

[0690] Step 4:

[0691] Based on the acquired text information, the server organizes transaction information and uses accounting software to generate ledgers and tax return documents. In this process, text information is input, and the completed ledger data and tax return document data are output.

[0692] Step 5:

[0693] The server analyzes voice data using an emotion engine to determine the user's emotions. The input for the analysis is voice data, and the output is the user's emotional state. For example, if it determines that the user is experiencing high stress, that information is stored.

[0694] Step 6:

[0695] The server dynamically adjusts the terminal interface based on the results of sentiment analysis. The input is the user's emotional state, and the output is a customized interface. Specifically, users who are detected as anxious will be shown clearer instructions and support messages.

[0696] Step 7:

[0697] Finally, the user reviews the contents of the ledgers and declarations and performs necessary actions such as electronic signatures. At this stage, the user can view the outputted document data through a review interface and issue approval or correction instructions.

[0698] The specific processing unit 290 transmits the result of the specific processing to the headset terminal 314. In the headset terminal 314, the control unit 46A causes the speaker 240 and display 343 to output the result of the specific processing. The microphone 238 acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 238 to the data processing unit 12. In the data processing unit 12, the specific processing unit 290 acquires the audio data.

[0699] Data generation model 58 is a type of so-called generative AI (Artificial Intelligence). One example of data generation model 58 is ChatGPT (Internet search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.

[0700] In the above embodiment, an example was given in which specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and specific processing may also be performed by the headset terminal 314.

[0701] [Fourth Embodiment]

[0702] Figure 7 shows an example of the configuration of the data processing system 410 according to the fourth embodiment.

[0703] As shown in Figure 7, the data processing system 410 includes a data processing device 12 and a robot 414. An example of the data processing device 12 is a server.

[0704] The data processing device 12 comprises a computer 22, a database 24, and a communication interface 26. The computer 22 is an example of a "computer" related to the technology of this disclosure. The computer 22 comprises a processor 28, RAM 30, and storage 32. The processor 28, RAM 30, and storage 32 are connected to a bus 34. The database 24 and the communication interface 26 are also connected to the bus 34. The communication interface 26 is connected to a network 54. An example of the network 54 is a WAN (Wide Area Network) and / or a LAN (Local Area Network).

[0705] The robot 414 includes a computer 36, a microphone 238, a speaker 240, a camera 42, a communication interface 44, and a controlled object 443. The computer 36 includes a processor 46, RAM 48, and storage 50. The processor 46, RAM 48, and storage 50 are connected to a bus 52. The microphone 238, speaker 240, camera 42, and controlled object 443 are also connected to the bus 52.

[0706] The microphone 238 receives voice signals from the user 20 and receives instructions from the user 20. The microphone 238 captures the voice signals from the user 20, converts the captured voice into audio data, and outputs it to the processor 46. The speaker 240 outputs audio according to the instructions from the processor 46.

[0707] Camera 42 is a small digital camera equipped with an optical system including a lens, aperture, and shutter, and an image sensor such as a CMOS (Complementary Metal-Oxide-Semiconductor) image sensor or a CCD (Charge Coupled Device) image sensor, and captures images of the area around the user 20 (for example, an imaging range defined by a field of view equivalent to the width of a typical healthy person's field of vision).

[0708] Communication interface 44 is connected to network 54. Communication interfaces 44 and 26 are responsible for the exchange of various information between processor 46 and processor 28 via network 54. The exchange of various information between processor 46 and processor 28 using communication interfaces 44 and 26 is performed in a secure manner.

[0709] The controlled object 443 includes a display device, LEDs in the eyes, and motors that drive the arms, hands, and feet. The posture and gestures of the robot 414 are controlled by controlling the motors of the arms, hands, and feet. Some of the robot 414's emotions can be expressed by controlling these motors. Furthermore, the robot 414's facial expressions can also be expressed by controlling the illumination state of the LEDs in its eyes.

[0710] Figure 8 shows an example of the main functions of the data processing device 12 and the robot 414. As shown in Figure 8, the data processing device 12 performs specific processing using the processor 28. The storage 32 stores the specific processing program 56.

[0711] The specific processing program 56 is an example of a "program" relating to the technology of this disclosure. The processor 28 reads the specific processing program 56 from the storage 32 and executes the read specific processing program 56 on the RAM 30. The specific processing is realized by the processor 28 operating as a specific processing unit 290 in accordance with the specific processing program 56 executed on the RAM 30.

[0712] The storage 32 stores the data generation model 58 and the emotion identification model 59. The data generation model 58 and the emotion identification model 59 are used by the identification processing unit 290.

[0713] In robot 414, the processor 46 performs the reception output processing. The storage 50 stores the reception output program 60. The processor 46 reads the reception output program 60 from the storage 50 and executes the read reception output program 60 on the RAM 48. The reception output processing is realized by the processor 46 operating as a control unit 46A according to the reception output program 60 executed on the RAM 48.

[0714] Next, the specific processing performed by the specific processing unit 290 of the data processing device 12 will be described. In the following description, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".

[0715] This invention is a system that automatically collects transaction information and generates documents necessary for tax filing by allowing users to input voice or image data using a terminal such as a smartphone or computer. The following describes an embodiment of this invention based on a specific example of its use.

[0716] Input of audio and image data

[0717] Users input receipts and invoices as image data by taking pictures of them with the device's camera. They can also input transaction information into the device by voice. This eliminates the need for handwriting or manual input, making it easy for the elderly and people with physical disabilities to use.

[0718] Extraction and organization of transaction information

[0719] The server analyzes the received audio data using natural language processing technology and automatically extracts necessary transaction information such as keywords, dates, and amounts. For image data, optical character recognition technology is used to accurately analyze the printed text information and convert the transaction information into structured digital data.

[0720] Automatic generation of accounting records and tax return documents

[0721] The server automatically calculates sales and expenses for the business based on the extracted transaction information and generates accounting records. Furthermore, it automatically creates necessary tax return documents (e.g., blue return form, income statement, etc.) based on these records. This frees users from the burden of complex calculations and document creation.

[0722] Verification and correction interface

[0723] The terminal displays a preview of the generated ledgers and declaration documents to the user and asks them to confirm the contents. The user can check the numbers and text on the screen and make corrections as needed if there are any errors.

[0724] Support for electronic filing

[0725] After all verification is complete, the server formats the generated tax return for electronic filing and connects it to the tax authority's electronic filing system. The terminal prompts the user to enter an electronic signature and provides an interface for submitting the necessary documents online. Users can easily complete the electronic filing and save any necessary copies.

[0726] In this way, the system as a whole uses voice and image data to automatically process transaction information, simplifying tax-related tasks. This makes it easy for users to proceed with filing their tax returns, and it can be used with confidence even by those without special knowledge or skills.

[0727] The following describes the processing flow.

[0728] Step 1:

[0729] The user uses their device to take photos of receipts and invoices with the camera and imports them as image data. They also input a summary of the transaction as voice input.

[0730] Step 2:

[0731] The device sends the captured image and audio data to the server. The images are converted to the required resolution, and the audio is encoded into digital data.

[0732] Step 3:

[0733] The server applies optical character recognition (OCR) technology to the image data to extract text information. This allows for the identification of specific information such as dates, amounts, and customer names.

[0734] Step 4:

[0735] The server analyzes the audio data using a natural language processing engine. It structures the text information extracted from the audio and integrates it with the information from the aforementioned image data.

[0736] Step 5:

[0737] The server automatically generates ledgers based on integrated transaction information. This includes income and expenditure calculations, as well as the allocation of necessary expenses.

[0738] Step 6:

[0739] The server automatically creates tax return documents (e.g., blue return form, financial statements) based on the generated accounting records and converts them into PDF format.

[0740] Step 7:

[0741] The terminal provides the user with a preview of the generated document, allowing the user to review its contents. The user can then make corrections if necessary.

[0742] Step 8:

[0743] The server formats the revised documents as the final tax return and prepares the data for electronic filing.

[0744] Step 9:

[0745] The terminal provides a user interface for electronic signature input, allowing the user to enter their signature to finalize the declaration document.

[0746] Step 10:

[0747] The server aggregates all the information and transmits the data in the format required by the tax authorities' electronic filing system. After confirmation of transmission, a success message is sent to the user, and the electronic filing is completed.

[0748] (Example 1)

[0749] Next, we will describe Example 1. In the following description, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".

[0750] Modern businesses and sole proprietors must process large volumes of transaction information on a daily basis and prepare the necessary ledgers and documents for tax filing. However, these tasks are time-consuming, require specialized knowledge, and consume a great deal of time and effort. In particular, accuracy is essential because errors in ledgers and tax returns can lead to tax problems. Furthermore, the electronic filing process is complex and requires speed and accuracy.

[0751] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 1 is realized by the following means.

[0752] In this invention, the server includes means for automatically extracting information based on commercial transactions using voice or image information obtained from a user, means for automatically creating accounting ledgers and tax return-related documents based on the information based on commercial transactions, and means for providing an online connection for transmitting documents generated using an electronic signature. This enables the user to easily input transaction information, review and correct automatically generated ledgers and tax return documents, and quickly complete electronic filing.

[0753] "Audio information" refers to digital audio data that records instructions and information spoken verbally by the user.

[0754] "Image information" refers to digital image data acquired by a user using a camera or other imaging device.

[0755] "Information based on commercial transactions" refers to business-related data elements such as the content of the transaction, date, amount, and location.

[0756] "Accounting ledgers" are formal financial records used by companies and sole proprietors to record their economic activities and understand their financial situation.

[0757] "Tax return-related documents" refer to statutory reports and accounting documents prepared for submission to the tax authorities.

[0758] An "electronic signature" is an identifier in digital format that guarantees the sender and integrity of a document's content.

[0759] "Online connectivity" refers to a means of communication for sending and receiving data in real time via the internet or other digital networks.

[0760] "User interface" refers to the means of interaction, such as screens and input devices, that users use to interact with a system.

[0761] This invention is a system that automatically processes information necessary for commercial transactions and prepares accounting ledgers and tax return-related documents based on voice and image information input by the user through a terminal. The hardware required to realize this system includes a mobile terminal or computer equipped with a camera and microphone, while the software includes natural language processing technology and optical character recognition technology. The server combines these technologies to process the raw data received from the user and analyze detailed economic information.

[0762] For example, a user can take a picture of a receipt with their smartphone camera and input it as image information. Furthermore, they can also input transaction details via voice. The terminal sends the input data to the server. The server extracts text information from the image information using optical character recognition (OCR) technology, and converts the voice information into text using natural language processing (NLP) technology, identifying keywords and numerical information.

[0763] Based on this information, the server automatically generates accounting ledgers and prepares the necessary tax return documents. The user can then review the generated digital documents on their device and make corrections as needed. Finally, the server uses electronic signature technology to format the documents and supports the process of submitting them online to the tax authorities.

[0764] As a concrete example, a user can use a prompt such as, "Take a picture of your lunch receipt at the cafe and tell me the date and amount by voice." This prompt allows the system to smoothly acquire the necessary information and begin processing. In this way, users can complete their tax processing accurately and easily.

[0765] The flow of the specific processing in Example 1 will be explained using Figure 11.

[0766] Step 1:

[0767] Users use their smartphones or computers to take photos of receipts and invoices, inputting the information as images. They also input transaction details via voice. This process digitally records both physical documents and verbal information on the device. The entered data is saved on the device as image and audio files.

[0768] Step 2:

[0769] Before sending image and audio information to the server, the terminal checks the image resolution and audio quality, and compresses the data as needed. This reduces the communication load during data transfer. The transmitted data is delivered to the server as high-quality image files and clear audio files.

[0770] Step 3:

[0771] The server analyzes the received image information using optical character recognition (OCR) technology. The server extracts text from the image file, particularly important information such as numbers and dates. The output is provided as transaction information in text format.

[0772] Step 4:

[0773] Next, the server analyzes the audio information using a natural language processing (NLP) engine. It generates text from the audio file and extracts keywords and amounts. As a result, the audio transaction information is put into writing and recorded as analyzed text data.

[0774] Step 5:

[0775] The server integrates transaction information from acquired images and audio to automatically generate accounting ledgers. Here, accounting entries are generated based on the total transaction amount and date. This creates and stores the ledger data in digital format.

[0776] Step 6:

[0777] The server automatically generates tax return documents based on the generated accounting data. It performs the necessary calculations and outputs them in formats such as blue return forms and income statements. This digitally generates the official documents that the user needs to submit.

[0778] Step 7:

[0779] The terminal displays the generated ledgers and declarations to the user as a preview. The user can review the content and directly correct any errors, such as numbers or text, ensuring accuracy.

[0780] Step 8:

[0781] The server formats the verified tax returns for electronic filing and prepares them for transmission to the tax authorities' digital system using electronic signatures. Users submit the documents online via their terminals to complete the filing process. This streamlines the document submission process.

[0782] (Application Example 1)

[0783] Next, we will explain Application Example 1. In the following explanation, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".

[0784] The process from entering transaction information to preparing and submitting tax returns is complex and burdensome, especially for the elderly and people with disabilities. Furthermore, manual processing of information carries the risk of human error. There is a need for an automated system that is easy for anyone to use.

[0785] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 1 is realized by the following means.

[0786] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, means for preparing the generated documents for electronic submission, and means for managing transaction information via a robot and verifying and correcting the information through a user interface. This enables the user to easily and accurately manage transaction information and efficiently process tax-related tasks.

[0787] "Audio data" refers to information expressed through speech, provided by the user.

[0788] "Image data" refers to visually recognizable information represented in digital format, and is acquired by the user using a camera.

[0789] "Transaction information" refers to detailed information about the exchange of funds or goods, including the date, amount, and details of the transaction.

[0790] "Accounting records" are records created based on transaction information and are used to organize and manage the financial status of business activities.

[0791] "Tax-related documents" refer to various official documents submitted to the tax authorities for the purpose of paying taxes, and include tax returns and income statements.

[0792] "Preparing for electronic submission" refers to preparing the necessary formats and procedures for submitting generated documents online.

[0793] A "robot" is an automated machine that assists with managing transaction information, verifying documents, and making corrections through a physical or digital interface with the user.

[0794] An "interface" is a functional window through which a user interacts with a system or robot, and is a means of displaying, confirming, and modifying information.

[0795] The system of the present invention consists of a user, a terminal, and a server. The user provides audio data and image data to the system through the terminal. Audio data is input to the terminal via a microphone, while image data is acquired by taking pictures with the terminal's camera. This information is transmitted to the server and used for processing.

[0796] The server analyzes the audio data using natural language processing techniques to extract transaction information such as keywords, dates, and amounts. It also uses optical character recognition (OCR) technology to accurately convert printed text into digital data. This process utilizes Python libraries such as SpeechRecognition and Pytesseract.

[0797] The server automatically generates accounting records and tax-related documents based on the extracted transaction information. The accounting records are designed to calculate sales and expenses based on the transaction information and reflect the results. The generated documents are sent to the user's terminal to assist with verification and electronic submission.

[0798] The terminal provides users with a document preview and displays an interface for reviewing and editing the content. Through the robot, users can intuitively operate the system without requiring special technical knowledge.

[0799] For example, if a user shows a receipt received after a meal at a restaurant to a robot and says, "Please register this as entertainment expenses," the robot will capture the information and begin processing it on the server. The user can then review the generated tax documents and make any necessary corrections through the interface.

[0800] As an example of a prompt message for the generating AI model, it could also instruct the model to "analyze the contents of the receipt and register it as transportation expenses." Using this system, users can accurately and efficiently manage their daily transaction information.

[0801] The flow of a specific process in Application Example 1 will be explained using Figure 12.

[0802] Step 1:

[0803] The user inputs audio data via the microphone and captures image data with the camera using the device. This data is saved digitally on the device. Audio data is recorded in PNG or JPEG format, and image data in PCM or WAV format.

[0804] Step 2:

[0805] The terminal sends the collected audio data to the server. The server analyzes the audio data using natural language processing techniques. Specifically, it uses the SpeechRecognition library to convert the audio to text and extracts keywords, dates, and amounts from it. The input to this process is an audio file, and the output is structured text data.

[0806] Step 3:

[0807] The terminal sends the captured image data to the server. The server analyzes the image data using optical character recognition (OCR) technology. Specifically, it uses the Pytesseract library to extract text from the image and convert it into organized transaction information. The input to this process is image data, and the output is structured text data.

[0808] Step 4:

[0809] The server generates ledgers using the extracted transaction information. It automatically calculates sales, expenses, etc., according to the transaction attributes, and formats them as ledgers. This ledger generation process requires transaction information as input and generates ledger data as output.

[0810] Step 5:

[0811] The server creates tax return-related documents based on the generated accounting data. This document generation process involves combining necessary information according to a specific format, ultimately outputting various tax return forms.

[0812] Step 6:

[0813] The terminal provides the user with a preview of the generated tax return documents. The user can use the terminal's interface to review the document content and make corrections as needed. During the correction process, the terminal receives user feedback as input and generates a revised document as output.

[0814] Step 7:

[0815] The server prepares the finalized documents for electronic submission. Specifically, it performs format conversion for integration with the tax authorities' electronic filing system and manages the necessary electronic signatures. The output at this step is the document data for electronic filing.

[0816] Step 8:

[0817] Users complete the filing process by electronically signing documents using their devices and submitting them online to the tax authorities. This ensures users have secure control over their transaction information and enables efficient tax processing.

[0818] Furthermore, an emotion engine that estimates the user's emotions may be incorporated. That is, the identification processing unit 290 may use the emotion identification model 59 to estimate the user's emotions and perform identification processing using the user's emotions.

[0819] This invention is a system that collects transaction information from users using voice and image data, generates accounting records and tax return documents, and, by combining this with an emotion engine, recognizes the user's emotions and dynamically adjusts the interface. To realize this system, each component and the operation based on it are described below.

[0820] Input of audio and image data

[0821] Users use their device's camera function to photograph transaction-related documents and provide detailed information to the device via voice input. This digitizes the physical data, making it ready for processing in the next step.

[0822] Extraction and processing of transaction information

[0823] The server extracts information from image data transmitted from the terminal using optical character recognition (OCR) technology. Simultaneously, audio data is analyzed and converted into text using a natural language processing (NLP) engine. This automatically retrieves transaction details, dates, and amounts.

[0824] Emotional analysis using an emotional engine

[0825] The server uses an added emotion engine to analyze the user's voice data for emotional analysis. This emotion analysis provides information such as whether the user is stressed, confused, or whether things are progressing smoothly.

[0826] Generation of accounting records and tax return documents

[0827] The server creates ledgers based on the collected transaction information and generates tax return documents (e.g., blue return forms, income statements). This significantly reduces the manual work that users need to do themselves.

[0828] Interface provision and adjustment

[0829] The terminal provides a preview of the generated document and prompts the user to review and make corrections. Based on the results analyzed by the sentiment engine, if the user is feeling anxious or confused, the server adjusts the interface and presents points requiring special attention or support messages.

[0830] Support for electronic filing

[0831] After the user performs a final check, the server formats the declaration data into a format suitable for the electronic filing system and performs a series of preparations for online submission to the tax authorities. The terminal guides the user through the necessary final operations, including electronic signatures, providing an environment that allows for the efficient completion of the filing process.

[0832] This design allows users to intuitively perform declaration tasks, and the interface adapts to their emotions as needed, resulting in an optimal user experience. In particular, the design, which is mindful of human interaction, provides a more comfortable user experience.

[0833] The following describes the processing flow.

[0834] Step 1:

[0835] The user uses their device to take photos of receipts and invoices with the camera and inputs them as image data. At the same time, they use the device's microphone to input transaction details as voice data.

[0836] Step 2:

[0837] The device transmits the collected image and audio data to the server. The image data retains its resolution as visual information, while the audio data is packaged in digital format.

[0838] Step 3:

[0839] The server applies optical character recognition (OCR) to the image data to extract printed text information. This allows the server to obtain information such as the date, amount, and customer listed on receipts and invoices.

[0840] Step 4:

[0841] The server applies natural language processing (NLP) to the audio data. It analyzes the text converted from the audio and supplements it with transaction details as additional information.

[0842] Step 5:

[0843] The server uses an emotion engine to analyze the user's emotional state from the voice data. Based on the acquired emotional information, it determines whether the user is stressed, calm, or otherwise in a state of mind.

[0844] Step 6:

[0845] The server automatically generates accounting records based on the transaction information it acquires. It also automatically creates declaration documents (e.g., blue return form, profit and loss statement) and sends them to the terminal for review.

[0846] Step 7:

[0847] The terminal displays a preview of the generated document to the user, prompting them to review and make corrections. The user checks the information on the screen and makes corrections if there are any errors.

[0848] Step 8:

[0849] Based on the results analyzed by the emotion engine, the server adjusts the interface. If the user shows confusion or anxiety, it displays supplementary support messages and guidance.

[0850] Step 9:

[0851] After the user has made a final confirmation, the terminal provides an interface for entering an electronic signature and prompts the user to sign. The user enters their signature and confirms the declaration process.

[0852] Step 10:

[0853] The server transmits the final declaration data to the tax authority's electronic filing system. Once the transmission is complete, the user receives a success notification via their terminal, and the electronic filing process is finished.

[0854] (Example 2)

[0855] Next, we will describe Example 2. In the following description, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".

[0856] There is a need to automate the process of generating accounting and tax return-related documents efficiently and accurately, thereby reducing the workload on users. Furthermore, it is necessary to provide a better user experience by considering the user's emotional state.

[0857] The identification process performed by the identification processing unit 290 of the data processing device 12 in Example 2 is realized by the following means.

[0858] In this invention, the server includes means for automatically extracting transaction information using voice data or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions from the voice data. This enables accurate and rapid acquisition of transaction information and interface adjustment according to the user's emotions.

[0859] A "user" is an individual or legal entity that uses the system to process transaction information.

[0860] "Voice data" refers to the recording of voice information that a user provides to the system through their device.

[0861] "Image data" refers to visual information of transaction-related documents and materials captured by the user using the camera function of their device.

[0862] "Transaction information" refers to detailed information related to business transactions that is automatically extracted based on audio and image data obtained from users.

[0863] "Automatic generation means" refers to a function that executes the process of creating accounting records and tax return-related documents based on transaction information without manual intervention.

[0864] "Sentiment analysis" is a technology that evaluates users' emotional states from their voice data.

[0865] "Means of dynamically adjusting the interface" refers to a function that automatically changes the system's user interface in response to the user's emotional state.

[0866] "Means of preparing for electronic submission" refers to the function of converting generated documents into the appropriate format online and setting up a process for submission to tax authorities or relevant agencies.

[0867] This invention is a system that enables users to efficiently collect transaction information using voice and image data, and to automatically generate ledger and tax return documents. Furthermore, it aims to improve the user experience by analyzing the user's emotional state and dynamically adjusting the interface accordingly.

[0868] First, the user takes photos of transaction-related documents using the device's camera function. This process utilizes devices equipped with cameras, such as smartphones and tablets. Voice input can be provided using the device's microphone function. This system converts physical data into a digital format, making subsequent processing easier.

[0869] The server extracts information from image data received from the terminal using optical character recognition (OCR) technology. OCR engines such as Tesseract and Google Cloud Vision are available. Simultaneously, audio data is analyzed by a natural language processing (NLP) engine and output as text data. Through this process, specific transaction details, dates, amounts, and other information are automatically obtained.

[0870] Furthermore, the server can use AI-based technology to analyze the user's emotions based on their voice data. This emotion analysis determines the user's state and adjusts the interface accordingly. For example, if the emotion engine determines that the user is stressed, the interface will present a guidance message to support the user.

[0871] The generated accounting records and tax return documents are prepared for electronic submission. The server converts them into a format for online submission and provides support for direct submission to the tax authorities. The terminal guides the user through the necessary electronic signatures, ensuring a smooth completion of the process.

[0872] As a concrete example, when a user files their year-end tax return, they take photos of receipts and invoices related to their transactions with their smartphone and verbally explain any supplementary information. The system automatically creates the necessary documents based on this information and prepares them for submission. Furthermore, if the user has any concerns about this process, the interface provides appropriate support.

[0873] Examples of prompts to input into the generating AI model include, "Please provide an overview of a system that automates trading information using voice and image data," and "Please explain how to adjust the interface according to the user's emotional state." This allows for a detailed understanding of the system's specifications and provides guidance for practical use.

[0874] The flow of the specific processing in Example 2 will be explained using Figure 13.

[0875] Step 1:

[0876] The user takes a picture of the transaction documents using the device's camera function. This converts the physical documents into digital image data and inputs it into the device. The device temporarily stores this data and sends it to the server for further processing.

[0877] Step 2:

[0878] After receiving image data sent from the terminal, the server performs optical character recognition (OCR). Using an OCR engine (e.g., Tesseract), it extracts text information from the image data. This obtains information necessary for creating ledgers, such as transaction details, dates, and amounts.

[0879] Step 3:

[0880] The user enters transaction details into the terminal by voice. The voice input data is collected through the terminal's microphone and stored as digital voice data. This data is then sent to a server for further analysis.

[0881] Step 4:

[0882] The server performs natural language processing (NLP) on the received audio data. Using an engine that converts speech to text (e.g., Google Speech-to-Text), it converts the digital audio data into text and analyzes detailed information about the transaction (e.g., trading partners and specific terms).

[0883] Step 5:

[0884] The server performs sentiment analysis on the voice data. Using an AI-based sentiment analysis system, it extracts emotional components contained in the voice. This allows the server to recognize the user's state of stress or confusion.

[0885] Step 6:

[0886] The server generates accounting records and tax-related documents based on the extracted transaction information and sentiment analysis results. Here, specialized accounting software is used to accurately structure the transaction information.

[0887] Step 7:

[0888] The terminal displays a preview of the generated document to the user. The user reviews the content on the terminal screen and makes corrections as needed. The terminal accepts this action and saves the modified content.

[0889] Step 8:

[0890] The server prepares the user-verified documents for electronic submission to the tax authorities. It converts the data to the specified format and facilitates submission via a secure transmission channel.

[0891] Step 9:

[0892] The terminal guides the user through the electronic signature process and helps them complete the final submission process smoothly. The user follows the terminal's instructions to finalize their tax return.

[0893] (Application Example 2)

[0894] Next, we will explain application example 2. In the following explanation, the data processing device 12 will be referred to as the "server" and the robot 414 as the "terminal".

[0895] When users generate and submit accounting and tax-related documents related to transactions, the process of collecting and processing information is cumbersome, and the user experience is not optimized due to insufficient provision of an interface that responds to user emotions. In particular, there is a need for a system that can flexibly adjust to the user's emotional state.

[0896] The specific processing performed by the specific processing unit 290 of the data processing device 12 in Application Example 2 is realized by the following means.

[0897] In this invention, the server includes means for automatically extracting transaction information using voice or image data provided by the user, means for automatically generating accounting records and tax return-related documents based on the transaction information, and means for analyzing the user's emotions and dynamically adjusting the interface. This enables the user to easily manage transaction information and create and submit accounting records and tax return documents while receiving appropriate emotional support.

[0898] "Voice data" refers to information about voice provided by the user, which the system analyzes using speech recognition technology.

[0899] "Image data" refers to visual information captured by users to digitize transaction information, and is what the system processes using optical character recognition (OCR) technology.

[0900] "Transaction information" refers to information including the details, date, and amount of transactions conducted by the user, which the system automatically extracts and uses for bookkeeping and tax filing.

[0901] "Accounting records" are accounting documents generated based on transaction information, and their purpose is to record financial status.

[0902] "Tax return-related documents" are documents that compile information that must be submitted to the tax office, and these are automatically generated in this invention.

[0903] "Means of analyzing emotions and dynamically adjusting the interface" refers to elements that analyze the emotional state from data provided by the user and adapt the system's display and operability accordingly.

[0904] "Preparing for electronic submission" refers to arranging the generated documents so that they can be properly submitted online and completing the necessary procedures.

[0905] This invention uses a user's device to collect voice and image data. Based on this data, the server processes transaction information and automatically generates accounting records and tax return-related documents. Furthermore, it utilizes an emotion engine to analyze the user's emotions and dynamically adjust the interface.

[0906] Specifically, the user's device collects data using its camera and microphone. Optical Character Recognition (OCR) technology is used to extract information from the collected image data by a server. This technology can utilize general-purpose image recognition software. Audio data is converted into text information using Natural Language Processing (NLP) technology. Many speech recognition software programs are available for this purpose.

[0907] The server organizes transaction information and uses accounting software to generate ledgers and tax returns. This process can utilize either general-purpose or specific tax software. Additionally, the emotion engine analyzes collected voice data to determine the user's emotional state. This allows the server to detect the user's stress and anxiety and adjust the interface display accordingly. Emotion analysis software is used in this adjustment process.

[0908] To give a concrete example, suppose a user takes a photo of a receipt issued at a hotel during a business trip and verbally instructs the system to "include it as an expense." The system then uses this information to perform accounting processing and provides appropriate displays and guidance to the user's terminal.

[0909] An example of a prompt message would be: "Please record the following purchase information as transaction data and reflect it in the ledger. Also, perform a user sentiment analysis and turn on assistant mode if stress is detected." By allowing users to communicate requests to the system and for the system to respond appropriately, it becomes possible to provide a more efficient and intuitive user experience.

[0910] The flow of a specific process in Application Example 2 will be explained using Figure 14.

[0911] Step 1:

[0912] The user takes images related to the transaction with the device's camera and inputs audio data into the microphone. This input data is recorded by the device as image and audio files and transferred to the server.

[0913] Step 2:

[0914] The server extracts text information from image data sent from the terminal using optical character recognition (OCR) technology. The input is an image file, and the output is extracted text information. Specifically, it obtains the date, product name, and price as text from receipt information within the image.

[0915] Step 3:

[0916] The server analyzes the audio data using a natural language processing (NLP) engine and converts it into text data. The input is an audio file, and the output is text information. For example, if a user provides information such as "Include this expense in the expenses," the server will obtain that instruction as text.

[0917] Step 4:

[0918] Based on the acquired text information, the server organizes transaction information and uses accounting software to generate ledgers and tax return documents. In this process, text information is input, and the completed ledger data and tax return document data are output.

[0919] Step 5:

[0920] The server analyzes voice data using an emotion engine to determine the user's emotions. The input for the analysis is voice data, and the output is the user's emotional state. For example, if it determines that the user is experiencing high stress, that information is stored.

[0921] Step 6:

[0922] The server dynamically adjusts the terminal interface based on the results of sentiment analysis. The input is the user's emotional state, and the output is a customized interface. Specifically, users who are detected as anxious will be shown clearer instructions and support messages.

[0923] Step 7:

[0924] Finally, the user reviews the contents of the ledgers and declarations and performs necessary actions such as electronic signatures. At this stage, the user can view the outputted document data through a review interface and issue approval or correction instructions.

[0925] The specific processing unit 290 transmits the result of the specific processing to the robot 414. In the robot 414, the control unit 46A causes the speaker 240 and the controlled object 443 to output the result of the specific processing. The microphone 238 acquires audio indicating user input for the result of the specific processing. The control unit 46A transmits the audio data indicating user input acquired by the microphone 238 to the data processing unit 12. In the data processing unit 12, the specific processing unit 290 acquires the audio data.

[0926] Data generation model 58 is a type of so-called generative AI (Artificial Intelligence). One example of data generation model 58 is ChatGPT (Internet search<URL: https: / / openai.com / blog / chatgpt> ), Gemini (Internet search) <url: https: gemini.google.com ?hl="ja">Examples of generative AI include the following. The data generation model 58 is obtained by performing deep learning on a neural network. The data generation model 58 is input with prompts containing instructions, and with inference data such as audio data representing speech, text data representing text, and image data representing images. The data generation model 58 infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference refers to, for example, analysis, classification, prediction, and / or summarization.

[0927] In the above embodiment, an example was given in which the specific processing is performed by the data processing device 12, but the technology of this disclosure is not limited thereto, and the specific processing may also be performed by the robot 414.

[0928] Furthermore, the emotion identification model 59, acting as an emotion engine, may determine the user's emotion according to a specific mapping. Specifically, the emotion identification model 59 may determine the user's emotion according to a specific mapping, which is an emotion map (see Figure 9). Similarly, the emotion identification model 59 may also determine the robot's emotion, and the identification processing unit 290 may perform identification processing using the robot's emotion.

[0929] Figure 9 shows an emotion map 400 in which multiple emotions are mapped. In the emotion map 400, emotions are arranged in concentric circles radiating from the center. The closer to the center of the concentric circles, the more primitive the emotions are located. Further out of the concentric circles, emotions representing states and actions arising from mental states are located. Emotion is a concept that includes feelings and mental states. On the left side of the concentric circles, emotions that are generally generated from reactions occurring in the brain are located. On the right side of the concentric circles, emotions that are generally induced by situational judgment are located. Above and below the concentric circles, emotions that are generally generated from reactions occurring in the brain and induced by situational judgment are located. In addition, the emotion of "pleasure" is located on the upper side of the concentric circles, and the emotion of "displeasure" is located on the lower side. Thus, in the emotion map 400, multiple emotions are mapped based on the structure in which emotions arise, and emotions that are likely to occur simultaneously are mapped close together.

[0930] These emotions are distributed at the 3 o'clock position on the Emotion Map 400, and usually fluctuate between feelings of security and anxiety. In the right half of the Emotion Map 400, situational awareness takes precedence over internal feelings, resulting in a calm impression.

[0931] The inside of the Emotion Map 400 represents inner thoughts, while the outside represents actions. Therefore, the further you go from the outside of the Emotion Map 400, the more visible (expressed in actions) your emotions become.

[0932] Here, human emotions are based on various balances, such as posture and blood sugar levels. When these balances deviate from the ideal, it results in discomfort, and when they approach the ideal, it results in pleasure. Similarly, in robots, cars, motorcycles, etc., emotions can be created based on various balances, such as posture and battery level. When these balances deviate from the ideal, it results in discomfort, and when they approach the ideal, it results in pleasure. The emotion map can be generated, for example, based on Dr. Mitsuyoshi's emotion map (Research on a system for analyzing brain physiological signals of speech emotion recognition and emotion, Tokushima University, doctoral dissertation: https: / / ci.nii.ac.jp / naid / 500000375379). The left half of the emotion map contains emotions belonging to a region called "response," where sensation is dominant. The right half of the emotion map contains emotions belonging to a region called "situation," where situational awareness is dominant.

[0933] The emotion map defines two emotions that promote learning. One is the emotion around the middle of the negative "repentance" and "reflection" on the situation side. In other words, it is when the robot experiences negative emotions such as "I never want to feel this way again" or "I don't want to be scolded again." The other is the emotion around the positive "desire" on the reaction side. In other words, it is when the robot has positive feelings such as "I want more" or "I want to know more."

[0934] The emotion identification model 59 inputs user input into a pre-trained neural network, obtains emotion values ​​representing each emotion shown in the emotion map 400, and determines the user's emotion. This neural network is pre-trained based on multiple training data sets, which are combinations of user input and emotion values ​​representing each emotion shown in the emotion map 400. Furthermore, this neural network is trained so that emotions located close together have similar values, as shown in the emotion map 900 in Figure 10. Figure 10 shows an example where multiple emotions such as "reassured," "calm," and "confident" have similar emotion values.

[0935] The above description primarily focuses on the functions of the data processing device 12 in relation to this disclosure. However, the system related to this disclosure is not necessarily implemented on a server. The system related to this disclosure may be implemented as a general information processing system. This disclosure may be implemented, for example, as a software program that runs on a personal computer or as an application that runs on a smartphone. The method related to this disclosure may be provided to users in SaaS (Software as a Service) format.

[0936] In the above embodiment, an example was given in which a specific process is performed by a single computer 22. However, the technology of this disclosure is not limited thereto, and a distributed processing of the specific process may be performed by multiple computers, including computer 22. For example, a data generation model 58 may be provided in an external device of the data processing device 12, and the external device may generate data according to the input data.

[0937] In the above embodiment, an example was given in which the specific processing program 56 is stored in the storage 32, but the technology of this disclosure is not limited thereto. For example, the specific processing program 56 may be stored in a portable, computer-readable, non-temporary storage medium such as a USB (Universal Serial Bus) memory. The specific processing program 56 stored in the non-temporary storage medium is installed in the computer 22 of the data processing device 12. The processor 28 executes specific processing according to the specific processing program 56.

[0938] Alternatively, the specific processing program 56 may be stored in a storage device such as a server connected to the data processing device 12 via the network 54, and the specific processing program 56 may be downloaded and installed on the computer 22 in response to a request from the data processing device 12.

[0939] Furthermore, it is not necessary to store the entirety of the specific processing program 56 in a storage device such as a server connected to the data processing device 12 via the network 54, or to store the entirety of the specific processing program 56 in the storage 32; it is acceptable to store only a portion of the specific processing program 56.

[0940] The following types of processors can be used as hardware resources to perform specific processing. Examples of processors include a CPU, a general-purpose processor that functions as a hardware resource to perform specific processing by executing software, i.e., a program. Other examples of processors include dedicated electrical circuits, such as FPGAs (Field-Programmable Gate Arrays), PLDs (Programmable Logic Devices), or ASICs (Application Specific Integrated Circuits), which have circuit configurations specifically designed to perform specific processing. All of these processors have built-in or connected memory, and all of them perform specific processing by using memory.

[0941] The hardware resource that performs a specific process may consist of one of these various processors, or it may consist of a combination of two or more processors of the same or different types (for example, a combination of multiple FPGAs, or a combination of a CPU and an FPGA). Alternatively, the hardware resource that performs a specific process may consist of a single processor.

[0942] Examples of configurations using a single processor include, firstly, a configuration in which one or more CPUs and software are combined to form a single processor, and this processor functions as a hardware resource that performs a specific process. Secondly, there is a configuration using a processor that realizes the functions of the entire system, including multiple hardware resources that perform a specific process, on a single IC chip, as exemplified by SoCs (System-on-a-chip). In this way, a specific process is realized using one or more of the above types of processors as hardware resources.

[0943] Furthermore, the hardware structure of these various processors can more specifically utilize electrical circuits that combine circuit elements such as semiconductor devices. Also, the specific processing described above is merely an example. Therefore, it goes without saying that unnecessary steps can be deleted, new steps added, or the processing order rearranged, as long as it does not deviate from the main purpose.

[0944] The descriptions and illustrations presented above are detailed explanations of the technical aspects of this disclosure and are merely examples of the technical aspects. For example, the above descriptions of the structure, function, operation, and effect are examples of the structure, function, operation, and effect of the technical aspects of this disclosure. Therefore, it goes without saying that you may delete unnecessary parts, add new elements, or replace elements in the descriptions and illustrations presented above, as long as you do not deviate from the essence of the technical aspects of this disclosure. Furthermore, in order to avoid confusion and facilitate understanding of the technical aspects of this disclosure, explanations of common technical knowledge and the like that do not require special explanation to enable the implementation of the technical aspects of this disclosure have been omitted from the descriptions and illustrations presented above.

[0945] All documents, patent applications, and technical standards described herein are incorporated by reference to the same extent as if each individual document, patent application, and technical standard were specifically and individually noted to be incorporated by reference.

[0946] The following is further disclosed regarding the embodiments described above.

[0947] (Claim 1)

[0948] A means for automatically extracting transaction information using audio or image data provided by the user,

[0949] A means for automatically generating accounting records and tax return-related documents based on the aforementioned transaction information,

[0950] Means for preparing the generated documents for electronic submission,

[0951] A system that includes this.

[0952] (Claim 2)

[0953] The system according to claim 1, which uses natural language processing and optical character recognition technology in extracting transaction information.

[0954] (Claim 3)

[0955] The system according to claim 1, which provides an interface that allows the user to review and modify the contents of the generated document.

[0956] "Example 1"

[0957] (Claim 1)

[0958] A means for automatically extracting information based on commercial transactions using audio or image information obtained from users,

[0959] A means for automatically creating accounting books and tax return-related documents based on the information from the aforementioned commercial transactions,

[0960] Means for preparing the generated documents for electronic filing,

[0961] Means for providing a user interface that allows the user to review and modify the generated accounting books and tax return-related documents,

[0962] A means of providing an online connection for sending documents generated using electronic signatures,

[0963] A system that includes this.

[0964] (Claim 2)

[0965] The system according to claim 1, which utilizes natural language processing technology and optical character recognition technology in extracting information based on commercial transactions.

[0966] (Claim 3)

[0967] The system according to claim 1, which checks the quality of audio and image data, adjusts it appropriately, and then transmits it to a server.

[0968] "Application Example 1"

[0969] (Claim 1)

[0970] A means for automatically extracting transaction information using audio or image data provided by the user,

[0971] A means for automatically generating accounting records and tax return-related documents based on the aforementioned transaction information,

[0972] Means for preparing the generated documents for electronic submission,

[0973] A means of managing transaction information through a robot and allowing users to verify and correct the information through a user interface,

[0974] ...

[0975] A system that includes this.

[0976] (Claim 2)

[0977] The system according to claim 1, which uses natural language processing and optical character recognition technology in extracting transaction information.

[0978] (Claim 3)

[0979] The system according to claim 1, which provides a robotic interface that allows a user to review and modify the contents of the generated document.

[0980] "Example 2 of combining an emotion engine"

[0981] (Claim 1)

[0982] A means for automatically extracting transaction information using audio or image data provided by the user,

[0983] A means for automatically generating accounting records and tax return-related documents based on the aforementioned transaction information,

[0984] Means for preparing the generated documents for electronic submission,

[0985] A method for analyzing emotions from user voice data,

[0986] A means of dynamically adjusting the interface based on analyzed emotions,

[0987] A system that includes this.

[0988] (Claim 2)

[0989] The system according to claim 1, which uses natural language processing and optical character recognition technology in extracting transaction information.

[0990] (Claim 3)

[0991] The system according to claim 1, which provides an interface that allows the user to review and modify the contents of the generated document.

[0992] "Application example 2 when combining with an emotional engine"

[0993] (Claim 1)

[0994] A means for automatically extracting transaction information using audio or image data provided by the user,

[0995] A means for automatically generating accounting records and tax return-related documents based on the aforementioned transaction information,

[0996] A means of analyzing user emotions and dynamically adjusting the interface,

[0997] Means for preparing for electronic submission,

[0998] A system that includes this.

[0999] (Claim 2)

[1000] The system according to claim 1, which uses natural language processing and optical character recognition technology in extracting transaction information.

[1001] (Claim 3)

[1002] The system according to claim 1, wherein the user can review and modify the contents of the generated document, and the display interface is changed according to the user's emotional state. [Explanation of symbols]

[1003] 10, 210, 310, 410 Data Processing Systems 12 Data Processing Devices 14 Smart Devices 214 Smart Glasses 314 Headset-type terminal 414 Robots< / url:> < / url:> < / url:> < / url:>

Claims

1. A means for automatically extracting transaction information using audio or image data provided by the user, A means for automatically generating accounting records and tax return-related documents based on the aforementioned transaction information, Means for preparing the generated documents for electronic submission, A system that includes this.

2. The system according to claim 1, which uses natural language processing and optical character recognition technology in extracting transaction information.

3. The system according to claim 1, which provides an interface that allows the user to review and modify the contents of the generated document.