Programs, computers, systems, and information processing methods
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- TOKIUM INC
- Filing Date
- 2025-01-27
- Publication Date
- 2026-08-06
AI Technical Summary
【0015】 本開示のプログラム、コンピュータ、システムおよび情報処理方法によれば、クライアントの取引先企業が代理取得先サイトにアップロードした証憑データについてより精度の高い処理を行うことができる。
Smart Images

Figure 2026127165000001_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to a program, a computer, a system, and an information processing method.
Background Art
[0002] Conventionally, various processing systems for processing evidentiary data such as claim documents have been known. For example, Patent Document 1 discloses a data processing apparatus, a data processing method, and a program capable of improving the processing efficiency of claim documents.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] When performing the processing of evidentiary data on behalf of the client, there is a demand for more accurate processing of the evidentiary data uploaded by the client's business partner company to the proxy acquisition destination site.
[0005] The present disclosure has been made in consideration of such points, and an object thereof is to provide a program, a computer, a system, and an information processing method capable of performing more accurate processing on evidentiary data uploaded by a client's business partner company to a proxy acquisition destination site.
Means for Solving the Problems
[0006] The program of the present disclosure is a program that causes a computer to function as an evidentiary data reception means, a transmission means, and a selection result reception means, The aforementioned document data receiving means receives the document data obtained from the proxy acquisition site, linked to the client identification information. The transmission means transmits a display instruction signal to the client terminal to cause the client terminal corresponding to the client identification information to display all or part of the evidence data received by the evidence data receiving means. The selection result receiving means is characterized by receiving instructions regarding the evidence data received from the client terminal.
[0007] In the program of this disclosure, The selection result receiving means may receive the selection result of the document data received from the client terminal.
[0008] In this case, the computer is further made to function as a storage means, The storage means may store in the storage unit the evidence data corresponding to the selection result received by the selection result receiving means.
[0009] Furthermore, the program disclosed herein is The aforementioned computer is further made to function as a proxy information receiving means, The proxy acquisition information receiving means receives proxy acquisition information from the client terminal, including the client identification information, the URL information of the proxy acquisition destination site, and the proxy acquisition schedule information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site and acquire the certificate data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site may be linked to the client identification information.
[0010] In this case, the proxy acquisition information received by the proxy acquisition information receiving means may further include at least one of the ID information and password required to access the proxy acquisition destination site.
[0011] Furthermore, the program disclosed herein is The aforementioned computer is further configured to function as a proxy information receiving means and an email receiving means. When the proxy information receiving means receives proxy information including the client identification information from the client terminal, the transmission means sends the notification email address to the client terminal. When the email receiving means receives a notification email addressed to the notification recipient email address, the sending means transmits the notification email received by the email receiving means to the document data acquisition terminal, thereby enabling the document data acquisition terminal to access the proxy acquisition site and acquire the document data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The notification email may include the client identification information and the URL of the proxy acquisition site.
[0012] The computer disclosed herein is A computer that functions as a means for receiving evidence data, a means for transmitting data, and a means for receiving selected results by executing a program, The aforementioned document data receiving means receives the document data obtained from the proxy acquisition site, linked to the client identification information. The transmission means transmits a display instruction signal to the client terminal to cause the client terminal corresponding to the client identification information to display all or part of the evidence data received by the evidence data receiving means. The selection result receiving means is characterized by receiving the selection result of the document data received from the client terminal.
[0013] The system disclosed herein is A system comprising a computer and a terminal for acquiring evidence data, The certificate data acquisition terminal acquires certificate data from the proxy acquisition destination site, and associates the acquired certificate data with client identification information. The computer functions as a certificate data reception means, a transmission means, and a selection result reception means by executing a program. The certificate data reception means receives the certificate data acquired from the proxy acquisition destination site from the certificate data acquisition terminal in a state associated with the client identification information. The transmission means transmits a display instruction signal to the client terminal so that all or part of the certificate data received by the certificate data reception means is displayed on the client terminal corresponding to the client identification information. The selection result reception means is characterized by receiving the selection result of the certificate data received from the client terminal.
[0014] The information processing method of the present disclosure is an information processing method executed by a computer having a control unit, wherein the control unit receives the certificate data acquired from the proxy acquisition destination site in a state associated with the client identification information; the control unit transmits a display instruction signal to the client terminal so that all or part of the received certificate data is displayed on the client terminal corresponding to the client identification information; and the control unit receives the selection result of the certificate data received from the client terminal. It is characterized by comprising the above.
Effect of the Invention
[0015] According to the program, computer, system, and information processing method of the present disclosure, more accurate processing can be performed on the certificate data uploaded by the client's trading partner company to the proxy acquisition destination site.
Brief Description of the Drawings
[0016] [Figure 1]This figure schematically shows the configuration of an information processing system according to an embodiment of the present disclosure. [Figure 2] Figure 1 is a chart illustrating the flow of information between the various components when providing a document processing service based on calendar management in the information processing system shown. [Figure 3] This flowchart shows an example of the operation when the information processing shown in Figure 2 is performed on the management server shown in Figure 1. [Figure 4] This chart shows the flow of information between the various components when providing a document processing service based on email notifications in the information processing system shown in Figure 1. [Figure 5] This flowchart shows an example of the operation when the information processing shown in Figure 4 is performed on the management server shown in Figure 1. [Modes for carrying out the invention]
[0017] Embodiments of the present invention will be described below with reference to the drawings. Figures 1 to 5 show an information processing system 1 and an information processing method by the information processing system 1 according to this embodiment. In the following description, we will focus on the case where the evidence processed by the information processing system 1 and the information processing method of this embodiment is an invoice subject to the invoice system. However, the evidence processed by the information processing system 1 and the information processing method of this embodiment is not limited to invoices, and may include receipts, purchase orders, delivery slips, contracts, approval documents, etc., and other documents may also be used. Furthermore, documents other than invoices, such as receipts that are treated as qualified simplified invoices under the invoice system, and other national tax-related documents may be used as evidence processed by the information processing system 1 and the information processing method.
[0018] The information processing system 1 shown in Figure 1 comprises a management server (computer) 10, a document data acquisition terminal 30, a client terminal 40, a trading partner terminal 50, and an authorized acquisition site 60. The management server 10 is a server that can be used via an internet connection and is provided as a virtual dedicated server built within a physical server accessible via the internet. The management server 10 is connected to the document data acquisition terminal 30, the client terminal 40, and the authorized acquisition site 60 via a network such as an internet connection, enabling communication between them. The trading partner terminal 50 may also be connected to the management server 10 in a similar manner. The client terminal 40, the trading partner terminal 50, and the authorized acquisition site 60 are also connected to each other, enabling the sending and receiving of information (including uploading). Furthermore, the document data acquisition terminal 30 can access the authorized acquisition site 60 and download invoice data (specifically, image data of invoices) uploaded to the authorized acquisition site 60.
[0019] In the information processing system 1, a service is provided to process invoices that should be sent to the client company from a trading partner company, which is a business partner of the client company where the client terminal 40 is installed. That is, conventionally, when a trading partner company issues an invoice for services performed by the client company, the invoice is sent from the trading partner company to the client company, and the client company processes the invoice (specifically, receiving, approving, and paying the invoice). In the information processing system 1 according to this embodiment, the management company that manages the management server 10 processes the invoice on behalf of the client company. In this specification, information obtained on behalf of the client company (including its departments and individual personnel) when processing invoices and other supporting documents from trading partners is referred to as "agency acquisition information".
[0020] The various components of this information processing system 1 are described below.
[0021] (Management Server 10) As shown in Figure 1, the management server 10 comprises a control unit 12, a storage unit 26, and a communication unit 28. The control unit 12 is, for example, a CPU (Central Processing Unit), and by executing a predetermined program stored in the storage unit 26, it functions as a proxy information receiving means 14, an email receiving means 16, a transmission means 18, a document data receiving means 20, a selection result receiving means 22, and a storage means 24. Details of these functions will be described later.
[0022] Furthermore, the program executed by the control unit 12 is not limited to one stored in the storage unit 26. The program executed by the control unit 12 may be one transmitted to the control unit 12 from an external device via the communication unit 28, one stored on a storage medium such as a USB memory attached to the management server 10, or one stored on a server other than the management server 10 (an external device, such as a cloud server). In addition, a predetermined program may be transmitted to the management server 10 from an external device each time and executed by the management server 10.
[0023] The storage unit 26 is composed of, for example, an HDD (Hard Disk Drive), RAM (Random Access Memory), ROM (Read Only Memory), and SSD (Solid State Drive), and various types of information, including proxy acquisition information, are stored in the storage unit 26. The storage unit 26 pre-stores information about trading partners and information about client companies. Information about trading partners includes information such as the trading partner's identification information, company name, department name, contact person's name, and contact information (telephone number and email address). In the storage unit 26, an identification code assigned to each trading partner (which may also be a department or contact person) may be linked to the company name as identification information for trading partners. The "identification code" is a code used by the management server 10, etc., to identify trading partners, and is not particularly limited; for example, it may be the initials of each trading partner, or a random combination of letters, numbers, symbols, etc. In addition, information about client companies includes information such as the client company's identification information, company name, department name, contact person's name, and contact information (telephone number and email address). Furthermore, the storage unit 26 can store the evidence data obtained from the proxy acquisition site 60, linked to client identification information. Also, proxy acquisition information may be stored in the storage unit 26 as a "proxy acquisition list" each time it is received by the management server 10. The storage unit 26 can also store notification emails received from the proxy acquisition site 60 (or trading partner terminal 50), linked to the corresponding client company. Such notification emails may also be stored as a "proxy acquisition list." The above "proxy acquisition list" is a list of proxy acquisition information. Furthermore, the storage unit 26 may also store instructions from the client terminal 40 regarding the evidence data obtained from the proxy acquisition site 60.
[0024] In this specification, "linking" of the document data and client identification information in the storage unit 26 means tagging to facilitate the retrieval of the document data (linking in the narrow sense). On the other hand, "linking" by the document data acquisition terminal 30 is a broader concept that means processing the document data and client identification information as a set (information collection, simultaneous transmission, etc.) in addition to linking in the narrow sense (linking in the broad sense). In other words, "linking" by the document data acquisition terminal 30 is a process that presupposes linking at the management server 10 by sending the set of document data and client identification information to the management server 10.
[0025] The communication unit 28 connects the control unit 12 to external devices (for example, a document data acquisition terminal 30, a client terminal 40, a trading partner terminal 50, an authorized acquisition site 60, etc.) in a way that enables communication. The control unit 12 is capable of sending and receiving various signals to and from external devices via the communication unit 28.
[0026] (Proxy Information Acquisition Method 14) The proxy information receiving means 14 receives proxy information, including client identification information, from the client terminal 40. "Client identification information" is information used to identify which client company the evidence to be processed will be sent to (i.e., information used to view one's own evidence data after the predetermined evidence data has been sent to the management server 10), and is not particularly limited and may include the client company's name, department information, and contact person information.
[0027] The "agency acquisition information" received by the agency acquisition information receiving means 14 may further include information on the URL of the agency acquisition site 60 for each business partner and information on the agency acquisition schedule (including uploaded and scheduled uploads), and may further include at least one of the ID information and password required to access the agency acquisition site 60 (see Figure 2). In addition, the "agency acquisition information" may also include information on the document data to be acquired on behalf of the agency (for invoices, this may include the invoice number, invoice date, details, amount, and payment due date, etc.) and information on the identification information of the business partner company that is a business partner of the client company (for example, the name of the business partner company, department information, contact person information, etc.). Furthermore, it may include a method for determining the recipient of the document data (which client, department, or contact person) from information displayed on the agency acquisition site 60, such as the document data, file name, and case name, and a method for manipulating the document (for example, merging the document data files, deleting specific parts of the document data files).
[0028] (Email reception method 16) The email receiving means 16 receives notification emails addressed to the notification email address. The "notification email address" is an email address addressed to the management server 10, specified by the administrator of the management server 10. The "notification email address" may be sent in advance to the client terminal 40 by the sending means 18 and then sent from the client terminal 40 to the business partner terminal 50 (Figure 4, upper), or it may be sent directly from the management server 10 to the business partner terminal 50 by the sending means 18. In one embodiment, the "notification email address" is an email address addressed to the document data acquisition terminal 30, and the document data acquisition terminal 30 may receive the notification email. When the email receiving means 16 receives a notification email from the proxy acquisition site 60 (or business partner terminal 50), it can recognize that the document data has been uploaded to the proxy acquisition site 60.
[0029] The "notification email" is an email that notifies the recipient that the document data has been uploaded to the proxy acquisition site 60 by the trading partner terminal 50. It is preferable that the notification email is linked to the client identification information (middle of Figure 4) as this makes it easier for administrators and operators to verify the document data. It is even more preferable that the notification email is linked not only to the client identification information but also to the trading partner company's identification information, and it is even more preferable that the notification email is linked not only to the client identification information but also to information about the document data being acquired on behalf of the trading partner. The notification email may also include information about the URL of the proxy acquisition site 60. Accessing the URL in the notification email may allow the download of the document data (including image data; the same applies hereinafter), or accessing the URL may display an ID and password input (login) screen, and entering a temporary ID and password sent separately may allow the download of the document data. Alternatively, the ID and password may be obtained from the trading partner company or client company as proxy acquisition information in advance or afterward, and the recipient may access the URL in the email, log in, and download the document data.
[0030] (Transmission means 18) The transmission means 18 sends a display instruction signal to the client terminal 40 to cause all or part of the document data received by the document data receiving means 20 to be displayed on the client terminal 40 corresponding to the client identification information. The transmission means 18 sends a display instruction signal to the corresponding client terminal 40 to cause the document data received by the document data receiving means 20 to be displayed on the client terminal 40. Displaying "part" of the document data in this way means that it is not necessary for the client terminal 40 to view part of the document data. For example, if the document data uploaded to the proxy acquisition site 60 contains data unrelated to the document (e.g., a simple receipt email, seasonal greetings, noise information unrelated to the transaction), it can be removed at the discretion of the administrator or operator.
[0031] The transmission means 18 can also transmit the proxy acquisition information received by the proxy acquisition information receiving means 14 to the document data acquisition terminal 30. This enables the document data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire document data, and the document data acquired from the proxy acquisition destination site 60 is linked to the client identification information (in a broad sense) at the document data acquisition terminal 30. In this case, the document data acquisition terminal 30 may automatically acquire the document data by automatically accessing the proxy acquisition destination site 60 when the proxy acquisition information is transmitted to the document data acquisition terminal 30 by the transmission means 18. It is possible to automatically access the proxy acquisition destination site 60 and automatically acquire document data by known methods. For example, document data can be acquired by API integration.
[0032] Furthermore, when the proxy information receiving means 14 receives proxy information including client identification information from the client terminal 40, the transmission means 18 can also send a notification email address to the client terminal 40. In this case, different notification email addresses may be sent for each client company, department, or person in charge. In this way, the notification email address is sent from the client company (client terminal 40) to the business partner company (business partner terminal 50) that issues the invoice (Figure 4, upper panel).
[0033] The transmission means 18 can also send the notification email received by the email receiving means 16 to the document data acquisition terminal 30. This enables the document data acquisition terminal 30 to access the proxy acquisition site 60 at a predetermined time and acquire the document data. In this case, the document data acquisition terminal 30 may automatically acquire the document data by automatically accessing the proxy acquisition site 60 when the notification email is sent to the document data acquisition terminal 30 by the transmission means 18. Here again, API integration can be used to automatically access the proxy acquisition site 60 and automatically acquire the document data.
[0034] Furthermore, the transmission means 18 may also send the generated identification code, along with the proxy acquisition information and notification email (which may include client identification information and / or the URL of the proxy acquisition destination site 60), to the document data acquisition terminal 30 (not shown). In this way, it is preferable for the document data acquisition terminal 30 to share the same information as the management server 10 in order to ensure the reliability of the proxy invoice processing (such as proxy acquisition of document data).
[0035] (Proof data receiving means 20) The document data receiving means 20 receives the document data obtained from the proxy acquisition site 60 from the document data acquisition terminal 30, linked to the client identification information.
[0036] Alternatively, the document data receiving means 20 may acquire document data linked to client identification information from the document data acquisition terminal 30 based on pre-existing proxy acquisition information and proxy acquisition schedules. This acquisition method is not particularly limited and can be acquired through API integration, etc.
[0037] (Selection result receiving means 22, storage means 24) The selection result receiving means 22 receives instructions from the client terminal 40 regarding the document data received by the document data receiving means 20. Examples of instructions from the client terminal 40 include, but are not limited to, instructions to combine a predetermined number of document data or to split a predetermined single document data. Such instructions may be set in advance (for example, after receiving proxy acquisition information) and stored in the storage unit 26.
[0038] In one embodiment, the selection result receiving means 22 receives the selection result of the received document data from the client terminal 40, and the storage means 24 stores the document data in the storage unit 26 in accordance with the instructions regarding the document data received from the client terminal 40. That is, the document data corresponding to the selection result received by the selection result receiving means 22 can be stored in the storage unit 26. In this way, only the selected document data can be stored in the management server 10 in a state linked to each client identification information, and client companies (client terminals 40) can access the management server 10 to view the document data linked to the corresponding client identification information.
[0039] (others) In addition, the management server 10 (control unit 12) can perform various other functions. For example, if it receives a department or person in charge as client identification information, it can be configured so that only employees or persons in the corresponding department can view it.
[0040] Furthermore, as a method for identifying trading partners (including their departments and personnel), the management server 10 (control unit 12) may provide trading partners with a unique URL (proxy acquisition site 60) for uploading document data. Specifically, an upload URL may be issued for each trading partner (including their departments and personnel) and sent to the client terminal 40 (which is then sent from the client terminal 40 to the trading partner terminal 50). This URL may display a list of recipients for the documents (departments and personnel of the client company) allowing the trading partner (sender of the invoice) to select, or it may be a dedicated recipient (department or personnel of the client company) for each trading partner (sender).
[0041] Furthermore, the management server 10 (control unit 12) may, by executing a predetermined program, generate an identification code for each trading partner company (or department or person in charge) associated with the relevant document after the proxy information receiving means 14 receives proxy information from the client terminal 40 (for example, Figure 2), and may also generate a notification email address to be sent by the transmission means 18 to the client terminal 40. The method for generating the identification code and notification email address is not particularly limited, and publicly known means can be used.
[0042] Furthermore, as described above, the proxy acquisition information receiving means 14 can link the trading partner companies and proxy acquisition site 60 received as "proxy acquisition information" with the identification code corresponding to each trading partner company. This allows the document data acquisition terminal 30 and the management server 10 to further simplify, automate, and streamline the management and processing of the document data by using the linked information associated with the identification code, without having to read the trading partner company name, etc., from the document data when acquiring the relevant document data from the proxy acquisition site 60 or after acquisition.
[0043] (Proof data acquisition terminal 30) The document data acquisition terminal 30 includes, but is not limited to, a personal computer installed in the office of the management company that manages the management server 10. Information is sent and received between the management server 10 and the document data acquisition terminal 30 by operating the terminal. The document data acquisition terminal 30 can also link the document data acquired from the proxy acquisition site 60 to client identification information (in the narrow sense). It is more preferable for the document data acquisition terminal 30 to link not only the client identification information but also the identification information of the trading partner company to the document data, and it is even more preferable for the document data to link not only the client identification information but also the information of the proxy-acquired document data to the document data. The document data acquisition terminal 30 may also receive "notification emails". Login information may be acquired from the management server 10 as needed.
[0044] (Client Terminal 40) The client terminal 40 includes personal computers and other devices installed at client companies that would conventionally receive invoices from trading partners, and is operated by employees of these client companies.
[0045] (Customer Terminal 50) The client terminal 50 includes a personal computer installed at a client company's business partner, which is responsible for issuing invoices to the client company, and is operated by an employee of that business partner company.
[0046] (Agent acquisition site 60) The proxy acquisition site 60 is accessible via the internet and is managed or used by each trading partner company. For example, it allows the creation of a website in internet space to upload invoice data (specifically, images of invoices). Employees of the trading partner company upload the invoice data using the trading partner terminal 50.
[0047] [Information Processing Method 1] Next, the processing flow of the information processing system 1 of this embodiment will be explained using the charts shown in Figures 2 and 3. Figure 2 is a chart showing the flow of information between each component when the document processing agency service is performed in the information processing system 1 shown in Figure 1 based on calendar management (agency acquisition schedule). Figure 3 is a flowchart showing an example of the operation when the information processing shown in Figure 2 is performed in the management server 10 shown in Figure 1. Hereafter, it is assumed that a transaction has taken place between a predetermined client company that owns a client terminal 40 and a predetermined trading partner company that owns a trading partner terminal 50.
[0048] First, the client terminal 40 transmits proxy acquisition information, including client identification information, information about the URL of the proxy acquisition destination site 60, and information about the proxy acquisition schedule, to the management server 10. That is, the control unit 12 (proxy acquisition information receiving means 14) receives the proxy acquisition information, including client identification information, information about the URL of the proxy acquisition destination site 60, and information about the proxy acquisition schedule, from the client terminal 40 (Figure 3, step S10). If necessary, the proxy acquisition information may also include ID information and password information for accessing the proxy acquisition destination site 60 (Figure 2, left side). At this time, an identification code may also be generated and linked to the proxy acquisition information.
[0049] Next, the control unit 12 (transmission means 18) transmits the received proxy acquisition information to the document data acquisition terminal 30, thereby enabling the document data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire the document data (Figure 2, center; Figure 3, step S20). For example, the document data acquisition terminal 30 may be enabled to access the proxy acquisition destination site 60 and acquire the document data at a predetermined timing based on the proxy acquisition schedule information.
[0050] Around the same time, the trading partner company that has conducted business with the client company that owns this client terminal 40 issues an invoice and uploads the image data of the invoice as supporting document (invoice) data to the proxy acquisition site 60 (Figure 2, right side).
[0051] Subsequently, an operator who is an employee of the management company (or a contractor, subcontractor, etc.) managing the management server 10 accesses the proxy acquisition site 60 via the document data acquisition terminal 30 and downloads and acquires the document data. Next, the document data acquired from the proxy acquisition site 60 by the document data acquisition terminal 30 is linked to the client identification information (center of Figure 2). At this time, it may be possible to determine which department or person of the client it is from the document data, etc. Also, for example, if an identification code has not been generated, information about the sending business partner company may be acquired from the document data, etc. (the business partner company may be identified from the document data, etc.).
[0052] Next, the control unit 12 (proof data receiving means 20) receives the proof data acquired from the proxy acquisition site 60 from the proof data acquisition terminal 30, linked to the client identification information (Figure 3, step S30).
[0053] Next, the control unit 12 (transmission means 18) sends a display instruction signal to the client terminal 40 to display all of the received evidence data on the client terminal 40 corresponding to the client identification information (Figure 3, step S40).
[0054] Next, the client terminal 40 sends the selection result of the evidence data to be saved to the management server 10 (and made accessible later) from the evidence data received by the client terminal 40. That is, the control unit 12 (selection result receiving means 22) receives the selection result of the evidence data received from the client terminal 40 (Figure 3, step S50).
[0055] Next, the control unit 12 (storage means 24) stores the evidence data corresponding to the received selection result in the storage unit 26 (Figure 3, step S60).
[0056] Furthermore, the document data obtained from the proxy acquisition site 60 can be made accessible to each client company (by department or by person in charge). As a result, the accounting staff of the client company can approve invoice amounts to trading partners and process payments (e.g., bank transfers) based on the document data displayed on the client terminal 40.
[0057] [Information Processing Method 2] Next, the processing flow of the information processing system 1 of this embodiment will be explained using the charts shown in Figures 4 and 5. Figure 4 is a chart showing the flow of information between each component when the document processing proxy service is performed based on email notification in the information processing system 1 shown in Figure 1. Figure 5 is a flowchart showing an example of the operation when the information processing shown in Figure 4 is performed in the management server 10 shown in Figure 1. In the following explanation, it will be assumed that a transaction has taken place between a predetermined client company that possesses a client terminal 40 and a predetermined trading partner company that possesses a trading partner terminal 50, and common items will be omitted as appropriate.
[0058] First, proxy acquisition information, including client identification information, is transmitted from the client terminal 40 to the management server 10. That is, the control unit 12 (proxy acquisition information receiving means 14) receives proxy acquisition information, including client identification information, from the client terminal 40 (Figure 4 left side; Figure 5, step S110).
[0059] Next, the control unit 12 (transmission means 18) sends the notification email address to be notified after the upload to the client terminal 40 (Figure 4, upper panel; Figure 5, step S120).
[0060] Then, as shown on the right side of Figure 4, the client terminal 40 sends an email address to the trading partner terminal 50 to notify them of the upload, and the trading partner company (trading partner terminal 50) uploads the invoice image data as supporting data to the proxy acquisition site 60.
[0061] Next, this upload notification email is sent to the management server 10. That is, the control unit 12 (email receiving means 16) receives the notification email addressed to the notification recipient email address (Figure 5, step S130). This notification email may include client identification information and information about the URL of the proxy acquisition site 60. In addition, the client identification information may be included in the notification email after the control unit 12 has received the notification email by referring to the proxy acquisition list (proxy acquisition information) in the storage unit 26.
[0062] Next, the control unit 12 (transmission means 18) sends the received notification email to the document data acquisition terminal 30, thereby enabling the document data acquisition terminal 30 to access the proxy acquisition site 60 and acquire the document data (Figure 5, step S140). For example, the document data acquisition terminal 30 can automatically access the corresponding proxy acquisition site 60 and automatically acquire the document data (Figure 4, center; Figure 5, step S140). At this time, an identification code (linked to the proxy acquisition information) may be sent to the document data acquisition terminal 30 together with the notification email or by itself. Alternatively, the received notification email may be sent to the document data acquisition terminal 30, thereby enabling the operator to manually access the proxy acquisition site 60 at a predetermined timing using the document data acquisition terminal 30 and acquire the document data.
[0063] Alternatively, instead of steps S130 and S140, the upload notification email may be sent directly to the document data acquisition terminal 30. In this case, the document data acquisition terminal 30 may access the proxy acquisition site 60 and acquire the document data without notifying the management server 10 that it has received the upload notification email. Or, the document data acquisition terminal 30 may notify the management server 10 that it has received the upload notification email and then access the proxy acquisition site 60 and acquire the document data.
[0064] Subsequently, the control unit 12 (proof data receiving means 20) receives the proof data acquired from the proxy acquisition site 60 from the proof data acquisition terminal 30, linked to the client identification information (Figure 5, step S150).
[0065] Next, the control unit 12 (transmission means 18) sends a display instruction signal to the client terminal 40 to display a portion of the received evidence data on the client terminal 40 corresponding to the client identification information (Figure 5, step S160).
[0066] Next, the client terminal 40 sends instructions to the management server 10 regarding the evidence data received by the client terminal 40 (these "instructions" may, for example, involve tagging predetermined information (such as memos) with predetermined evidence data). That is, the control unit 12 (selection result receiving means 22) receives the instructions regarding the evidence data received from the client terminal 40 (Figure 5, step S170).
[0067] Next, the control unit 12 (storage means 24) stores the evidence data in the storage unit 26 in accordance with the received instruction (Figure 5, step S180).
[0068] The above-described information processing methods are just examples, and processing is not limited to those described above.
[0069] In another embodiment, the operator of the document data acquisition terminal 30 may periodically check the proxy acquisition information in the storage unit 26, access the proxy acquisition site 60, and download and acquire the document data.
[0070] In this embodiment of the information processing system 1, management server 10 (computer), program, and information processing method having the configuration described above, the information processing system 1 comprises a computer 10 and a document data acquisition terminal 30. The document data acquisition terminal 30 acquires document data from the proxy acquisition site 60 and associates the acquired document data with client identification information. The computer 10 functions as a document data receiving means 20, a transmission means 18, and a selection result receiving means 22 by executing a program. The document data receiving means 20 receives the document data acquired from the proxy acquisition site 60 from the document data acquisition terminal 30, with the document data associated with the client identification information. The transmission means 18 transmits a display instruction signal to the client terminal 40 to display all or part of the document data received by the document data receiving means 20 on the client terminal 40 corresponding to the client identification information. The selection result receiving means 22 receives instructions from the client terminal 40 regarding the received document data. According to this information processing system 1, management server 10 (computer), program, and information processing method, it is possible to process the evidence data uploaded by the client's trading partner company to the proxy acquisition site 60 with greater accuracy.
[0071] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the selection result receiving means 22 may receive the selection result of the document data received from the client terminal 40. Alternatively, the computer 10 may also function as a storage means 24, and the storage means 24 may store the document data corresponding to the selection result received by the selection result receiving means 22 in the storage unit 26. In this way, based on the selection result received from the client terminal 40, it is possible to perform more accurate processing on the document data uploaded by the client's trading partner company to the proxy acquisition site 60.
[0072] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the computer 10 is further configured to function as a proxy acquisition information receiving means 14. The proxy acquisition information receiving means 14 receives proxy acquisition information from the client terminal 40, including client identification information, information on the URL of the proxy acquisition destination site 60, and information on the proxy acquisition schedule. The transmission means 18 transmits the proxy acquisition information received by the proxy acquisition information receiving means 14 to the document data acquisition terminal 30. This enables the document data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire document data. The document data acquisition terminal 30 then links the document data acquired from the proxy acquisition destination site 60 to the client identification information. In this way, based on the transmission of proxy acquisition information to the document data acquisition terminal 30, and more specifically based on the proxy acquisition schedule, it is possible to process the document data uploaded to the proxy acquisition destination site 60 more efficiently, and in particular, it becomes possible to efficiently process only the document data that has already been uploaded. Furthermore, by simply clicking the URL displayed on the monitor of the document data acquisition terminal 30, the document data acquisition screen (proxy acquisition site 60) is automatically displayed on the document data acquisition terminal 30, thereby improving the convenience of acquiring document data.
[0073] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, it is preferable that the proxy acquisition information received by the proxy acquisition information receiving means 14 further includes at least one of the ID information and password required when accessing the proxy acquisition destination site 60. In this way, the ID information and password information required to access the acquisition screen are also transmitted to the document data acquisition terminal 30, further improving the convenience of acquiring document data.
[0074] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, the computer 10 is further configured to function as a proxy acquisition information receiving means 14 and an email receiving means 16. When the proxy acquisition information receiving means 14 receives proxy acquisition information including client identification information from the client terminal 40, the transmission means 18 sends the notification destination email address to the client terminal 40. When the email receiving means 16 receives a notification email addressed to the notification destination email address, the transmission means 18 sends the notification email received by the email receiving means 16 to the document data acquisition terminal 30. This enables the document data acquisition terminal 30 to access the proxy acquisition destination site 60 and acquire document data, and the document data acquired from the proxy acquisition destination site 60 is linked to the client identification information at the document data acquisition terminal 30. In this way, by using the sending of a notification email to the document data acquisition terminal 30 after the upload of the document data as a trigger for the document data acquisition terminal 30 to access the proxy acquisition site 60, the document data uploaded to the proxy acquisition site 60 can be processed more efficiently.
[0075] Furthermore, in the information processing system 1, management server 10 (computer), program, and information processing method of this embodiment, it is preferable that the notification email includes client identification information and information about the URL of the proxy acquisition site 60. Including client identification information in the notification email makes it easier to verify the evidence data acquired from the proxy acquisition site 60. Also, by including information about the URL of the proxy acquisition site 60 in the notification email, the evidence data acquisition screen (proxy acquisition site 60) can be displayed on the evidence data acquisition terminal 30 simply by clicking this URL displayed on the monitor, thereby improving the convenience of acquiring evidence data.
[0076] Furthermore, the information processing system 1, management server 10 (computer), program, and information processing method according to this embodiment are not limited to the above-described forms or combinations thereof, and various modifications can be made.
[0077] In the above example, the management server 10 and the document data acquisition terminal 30 were separate devices, but they may be integrated, with each function implemented in a single device. For example, the management server 10 may directly acquire the document data from the proxy acquisition site 60.
[0078] Furthermore, the document data acquired from the proxy acquisition site 60 by the document data acquisition terminal 30 is not limited to image data of invoices. Any downloadable document other than legally required documents, such as meeting minutes or memos, that is handled in the course of business between a trading partner company and a client company and transmitted from one to the other, may be used as data acquired from the proxy acquisition site 60 by the document data acquisition terminal 30. At least one piece of text information from the invoice, such as the invoice date, details, amount, and payment due date, may be used instead of image data of an invoice. This information may also be information read from the image data of an invoice using an OCR function. In this case, the operator of the document data acquisition terminal 30 can compare the proxy acquisition information with the invoice information read by the OCR function, and if the two do not match, they can notify that the proxy acquisition information or the information from the proxy acquisition site 60 is incorrect. [Explanation of Symbols]
[0079] 1. Information Processing System 10. Management Server (Computer) 12 Control Unit 14. Method of receiving information obtained by proxy 16. Email Reception Methods 18 Transmission means 20. Method for receiving supporting document data 22 Selection result receiving method 24 Memory means 26 Memory section 28 Communications Department 30. Terminal for acquiring supporting document data 40 client terminals 50 Customer terminals 60. Agent Acquisition Sites
Claims
1. A program that causes a computer to function as a means for receiving evidence data, a means for transmitting data, and a means for receiving selection results, The aforementioned document data receiving means receives the document data obtained from the proxy acquisition site, linked to the client identification information. The transmission means transmits a display instruction signal to the client terminal to cause the client terminal corresponding to the client identification information to display all or part of the evidence data received by the evidence data receiving means. The selection result receiving means is a program that receives instructions regarding the evidence data received from the client terminal.
2. The program according to claim 1, wherein the selection result receiving means receives the selection result of the document data received from the client terminal.
3. The aforementioned computer is further made to function as a storage means, The program according to claim 2, wherein the storage means causes the storage unit to store evidence data corresponding to the selection result received by the selection result receiving means.
4. The aforementioned computer is further made to function as a proxy information receiving means, The proxy acquisition information receiving means receives proxy acquisition information from the client terminal, including the client identification information, the URL information of the proxy acquisition destination site, and the proxy acquisition schedule information. The transmission means transmits the proxy acquisition information received by the proxy acquisition information receiving means to the certificate data acquisition terminal, thereby enabling the certificate data acquisition terminal to access the proxy acquisition destination site and acquire the certificate data. The program according to claim 1, wherein the certificate data acquisition terminal is linked to the client identification information obtained from the proxy acquisition site.
5. The program according to claim 4, wherein the proxy acquisition information received by the proxy acquisition information receiving means further includes at least one of the ID information and password required when accessing the proxy acquisition destination site.
6. The aforementioned computer is further configured to function as a proxy information receiving means and an email receiving means. When the proxy information receiving means receives proxy information including the client identification information from the client terminal, the transmission means sends the notification email address to the client terminal. When the email receiving means receives a notification email addressed to the notification email address, the sending means transmits the notification email received by the email receiving means to the document data acquisition terminal, thereby enabling the document data acquisition terminal to access the proxy acquisition site and acquire the document data. In the aforementioned document data acquisition terminal, the document data acquired from the proxy acquisition site is linked to the client identification information. The program according to claim 1, wherein the notification email includes the client identification information and the URL of the proxy acquisition site.
7. A computer that functions as a means for receiving evidence data, a means for transmitting data, and a means for receiving selected results by executing a program, The aforementioned document data receiving means receives the document data obtained from the proxy acquisition site, linked to the client identification information. The transmission means transmits a display instruction signal to the client terminal to cause the client terminal corresponding to the client identification information to display all or part of the evidence data received by the evidence data receiving means. The selection result receiving means is a computer that receives the selection result of the document data received from the client terminal.
8. A system comprising a computer and a terminal for acquiring evidence data, The aforementioned document data acquisition terminal acquires document data from the proxy acquisition site, and links the acquired document data to the client identification information. The computer, by executing a program, functions as a means for receiving evidence data, a means for transmitting data, and a means for receiving selection results. The aforementioned document data receiving means receives the document data obtained from the proxy acquisition site from the document data acquisition terminal, with the document data linked to the client identification information. The transmission means transmits a display instruction signal to the client terminal to cause the client terminal corresponding to the client identification information to display all or part of the evidence data received by the evidence data receiving means. The selection result receiving means is a system that receives the selection result of the document data received from the client terminal.
9. An information processing method performed by a computer having a control unit, The control unit receives the evidence data obtained from the proxy acquisition site, linked to the client identification information, The control unit transmits a display instruction signal to the client terminal to cause all or part of the received evidence data to be displayed on the client terminal corresponding to the client identification information, The control unit receives the selection result of the document data received from the client terminal, An information processing method equipped with [a specific feature].
Citation Information
Patent Citations
Data processing device, data processing method and program
JP7051168B1