Form creation system and method for creating and processing rules for the form creation system

Through the Q&A system of server equipment and data terminals, the rules and forms that comply with legal standards are automatically created, solving the difficult and integrated problems of legal person rules and achieving rapid and accurate rules generation.

JP7626470B2Active Publication Date: 2025-02-04RIPIENO CO LTD
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Patent Information

Application Number
JP2022201587
Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2022-12-16
Publication Date
2025-02-04
Estimated Expiration
2042-12-16

AI Technical Summary

Technical Problem

In the production of legal person regulations, there are high-difficulty creation needs, and when different departments or persons in charge change, they need to integrate the integrated inspection of each rule, which increases labor costs and lacks professional knowledge to assist external experts, resulting in inefficiency.

Method used

Through the server equipment, the information provided by the data terminal is analyzed, and the regulatory forms that comply with legal standards are automatically created. The attribute judgment, question-and-answer system and consistency judgment functions are used to reduce manual intervention and provide optimized regulatory forms.

Benefits of technology

It enables rapid creation of legal standards-compliant forms without expertise, reducing labor burden and time costs, and ensuring consistency and accuracy of regulations.

✦ Generated by Eureka AI based on patent content.

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Abstract

To create a regulation form document in a short time with simple operation of answering questions even without expert knowledge and experience in general affairs and judicial affairs.SOLUTION: A server device comprises: providing means that provides question information for regulation creation to a data terminal 3; an attribute determination unit 13-1 that analyzes answer information for the question information to determine an attribute of an answerer's company; transfer means that creates a plurality of regulations to be stated on a regulation form on the basis of the attribute of the company determined by the attribute determination unit 13-1, and transfers to a data terminal, questions to be inquired to a person in charge in terms of the created regulations; collection means that collects answers to the questions associated with the transferred regulations; a creation unit 13-6 that creates the regulation form on the basis of the collected answers to the questions; a consistency determination unit 13-5 that determines consistency in the regulations to be stated in the created regulation form; and proposal means that proposes an optimal regulation form to the data terminal 3 on the basis of a result of the determination.SELECTED DRAWING: Figure 1
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Description

[Technical field]

[0001] The present invention relates to a form creation system that performs editing and creating processing of written regulations put into writing by a corporation in a prescribed form, and a method for creating regulations in the form creation system. [Background technology]

[0002] When a corporation puts rules into writing, the person in charge uses a document processing function installed on a computer to edit the content of the rules to be written in consultation with his or her superior. Depending on the corporation's industry, the scope and content of the regulations to be included can be highly sophisticated and specialized, so it is common for the document to be prepared by general affairs personnel who are familiar with legal information.

[0003] The following Patent Document 1 states, "When someone with little knowledge of bookkeeping or journal entry inputs data for self-accounting, the input summary and the account item presented based on it may not always be appropriate. Specifically, for example, in the case of an event such as "Paid 50,000 yen for lunch at a conference on a certain date," if the user inputs "meeting lunch fee" in the summary field, the accounting software will infer from the character string "meeting" and present the account item as "meeting expenses," and the user may select and confirm this without any particular doubt," pointing out problems that can arise in automatic form creation processing. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Patent No. 6179848 Summary of the Invention [Problem to be solved by the invention]

[0005] However, the following issues were pointed out when corporations prepared written regulations: (1) Although each company only needs to create each regulation once, creating the regulations requires expertise and is therefore difficult. (2) When creating many regulations, it is necessary to ensure that all of the regulations are consistent.

[0006] (3) If the regulations are created by different departments or by different people, it takes time to check the consistency between the regulations. (4) If the department name or the manager's job title is changed, the applicable parts of the regulations that have already been created must be revised, and the more regulations there are, the more labor-intensive it becomes.

[0007] (5) Since neither the person preparing the document nor the person approving it have knowledge of the regulations, checking the document takes a lot of time and effort, and in some cases costs are incurred by requesting confirmation from an external expert.

[0008] The present invention has been made to solve the above-mentioned problems, and aims to provide a form creation system and a regulation creation processing method for the form creation system, which can automatically create a regulation form that meets a certain legal level with the simple operation of answering questions about regulations that are presented, and can create a regulation form document in a short amount of time without requiring specialized knowledge or experience in general affairs or legal affairs. [Means for solving the problem]

[0009] The form creation system of the present invention is a form creation system in which a server device that proposes a prescription form to be created by a company communicates with a data terminal operated by a person in charge of creating the prescription form via a predetermined communication medium, and the server device is characterized in that it comprises: a providing means for providing inquiry information for prescription creation to the data terminal; an attribute determination means for analyzing response information to the inquiry information provided by the providing means and determining the attributes of the respondent's company; a transferring means for creating a plurality of prescriptions to be entered in the prescription form based on the attributes of the company determined by the attribute determination means, and transferring questions to the person in charge for each of the created prescriptions to the data terminal; a collecting means for collecting from the data terminal answers to each question corresponding to each of the prescriptions transferred by the transferring means; a creating means for creating a prescription form based on the answers to each question collected by the collecting means; a consistency determination means for determining consistency in each of the prescriptions to be entered in the prescription form created by the creating means; and a proposing means for proposing an optimal prescription form to the data terminal based on the results determined by the consistency determination means. Effect of the Invention

[0010] According to the present invention, a regulation form corresponding to a certain legal level can be automatically created by a simple operation of answering questions about regulations presented, and a regulation form document can be created in a short time without requiring specialized knowledge or experience in general affairs or legal affairs. [Brief description of the drawings]

[0011] The drawings show specific embodiments of the present invention, including essential features of the invention as well as alternative and preferred embodiments. [Figure 1] FIG. 1 is a block diagram illustrating a configuration of a form creation system according to an embodiment of the present invention. [Diagram 2] 2 is a block diagram illustrating the configuration of a function processing application deployed in a memory unit shown in FIG. 1. [Diagram 3] FIG. 1 is a block diagram showing an example of a form creation system according to an embodiment of the present invention. [Figure 4] 4 is a flowchart showing an example of a form creation processing procedure in the form creation system according to the present embodiment. [Diagram 5] 4 is a flowchart showing an example of a form creation processing procedure in the form creation system according to the present embodiment. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0012] Next, the best mode for carrying out the present invention will be described with reference to the drawings. The following embodiment relates to a form creation system shown in Figures 1 to 5, and includes not only essential configurations of the invention, but also optional and preferred embodiments.

[0013] <System configuration> [First embodiment] 1 is a block diagram illustrating the configuration of a form creation system according to the present embodiment. The present system is an example of a form creation system in which a server device that proposes a prescribed form communicates with a data terminal operated by a person in charge of creating the prescribed form via a predetermined communication medium.

[0014] In FIG. 1, reference numeral 1 denotes a server on which a specific operating system is installed, and is configured to be able to communicate via a network 2 with a data terminal 3 that connects to a WEB application for creating a new prescribed form.

[0015] Reference numeral 11 denotes an input / output interface (input / output I / F), which controls data input / output with the display unit 4 and input unit 5. Reference numeral 12 denotes a CPU, which loads applications stored in the SSD 15 into the memory unit 13 and executes them, thereby comprehensively controlling various types of data processing, display control, printing control, and email sending / receiving control. Reference numeral 14 denotes a communication unit, which is configured to be able to communicate with the data terminal 3 via the network 2 using a predetermined protocol. The SSD 15 may be configured as a so-called hard disk device, and the storage capacity is also expandable.

[0016] The input unit 5 is composed of a general keyboard device, a pointing device, etc. The display unit 4 may be composed of a display device in which a liquid crystal panel and a touch panel are linked together.

[0017] In addition, SSD15 executes the rule creation program adopted by this system, and an updateable rule creation AI is stored that has learned the optimal questions for each rule by classifying and analyzing the answer results of Q / A already performed by multiple companies (corporations) according to the attributes and size of the companies.

[0018] FIG. 2 is a block diagram for explaining the configuration of a function processing application deployed in memory unit 13 shown in FIG. In Fig. 2, 13-1 is an attribute determination unit that displays a UI screen (not shown) on the display unit 4 and determines the company attributes (including business and number of employees) entered by the regulation creator of company C-NEW. 13-2 is a question search unit that searches the question data unit for appropriate questions for regulations 1 to N (the number is arbitrary) that are generally required for legal purposes, based on the company attributes determined by the attribute determination unit 13-1. 13-3 is a question output unit that outputs the question information searched and selected by the question search unit 13-2 to the answer screen displayed on the display unit 4.

[0019] 13-4 is the answer analysis section, which analyzes the answers selected by the creator of the regulations and the regulation items selected by similar companies stored in SSD15, and recommends items that should be regulated. 13-5 is a consistency determination section, which compares whether there are any differences in the wording of the regulations and outputs advice on correcting the wording of the regulations to make them consistent.

[0020] Reference numeral 13-6 denotes a regulation confirmation unit which, when it is determined as a result of the regulation consistency determination by the consistency determination unit 13-5 that there is no regulation that needs to be corrected or amended, confirms the regulation form and registers it in the SSD 15. 13-7 is the regulation learning section, which classifies response information regarding established regulations adopted by multiple companies and expands the regulation information in SSD15. Specifically, the provision determination unit 13-6 accumulates the input data collected from each company, and collects statistics of answers to each question from various angles such as by type of industry, number of employees, stage, etc., and uses the statistics to estimate those with high adoption rates as reference data for the questions. In this case, the regulation determination unit 13-6 automatically checks the consistency between the regulations, and as a function for creating correct regulations, it can reliably prevent problems such as regulations A and B using different names for the same person in charge, or the contents of regulations A and B being inconsistent. Specifically, the consistency determination unit 13-5 checks the consistency of each rule to prevent inconsistencies in the descriptions. It also determines the need to revise past rules due to changes in department names or job titles. More specifically, the consistency determination unit 13-5 manages items that should be equal according to the regulations by linking them together, and checks consistency each time a new regulation is created or a regulation is updated.

[0021] FIG. 3 is a block diagram showing an example of a form creation system according to the present embodiment.

[0022] In FIG. 3, 51 to 54 indicate the rules required for the form document, and rule 51 is where rule A's prescribed question is registered, rule 52 is where rule B's prescribed question is registered, rule 53 is where rule C's prescribed question is registered, and rule 54 is where rule D's prescribed question is registered.

[0023] It is assumed that each of the rules 51 to 54 corresponds to the necessary questions among the inquiry questions A to D for the rule creator of the company C-NEW as shown in the figure.

[0024] The form creation system configured as described above is a form creation system in which a server device that proposes a prescription form to be created by a company communicates with a data terminal operated by a person in charge of creating the prescription form via a specified communication medium, and the server device has a providing function that provides question information for creating the prescription to the data terminal, an attribute determination function that analyzes answer information to the provided question information and determines the attributes of the respondent's company, a transfer function that creates a plurality of prescriptions to be entered in the prescription form based on the determined attributes of the company and transfers questions to the person in charge about each of the created prescriptions to the data terminal, a collection function that collects from the data terminal answers to each question corresponding to each of the transferred prescriptions, a creation function that creates a prescription form based on the answers to each of the collected questions, a consistency determination function that determines the consistency of each of the prescriptions to be entered in the created prescription form, and a proposal function that proposes the optimum prescription form to the data terminal based on the results of the determination.

[0025] The form creation system is also characterized by comprising a definition learning means for cumulatively storing the proposed standard forms and categorizing and learning questions analyzed based on the attributes of each company.

[0026] In addition to the above-mentioned functions, the form creation system may also incorporate a voice guidance function and a chat function, as long as these functions reduce the burden of the form creation process.

[0027] 4 is a flow chart showing an example of a rule creation processing method of the form creation system according to the present embodiment. Note that (1) to (6) indicate steps realized by the CPU of the data terminal 3 shown in FIG. 1 executing a program stored in the memory.

[0028] First, the data terminal 3 connects to a URL (not shown), displays a WEB service screen provided by the form creation system, and, as a preparation for creating a prescribed form, receives an inquiry screen notified from the server device 1 (1), and answers the inquiry about the size of the company (2). This answer is notified to the server device 1. Next, when a prescribed form optimal for the size of the company that responded is received from the server device 1 (3), the prescribed form is output on a display device (not shown) (4).

[0029] The person in charge of the data terminal 3 then inputs the prescribed registration information into the received prescribed form and registers it in an external memory (not shown). The prescribed form to be registered may include the creation date and version information.

[0030] Next, it is determined whether or not the newly created default form should be registered in the server device 1 and stored in the database of default forms (5). If the person in charge does not want to register the newly created default form, the server device 1 is notified of this and the process ends.

[0031] On the other hand, if the person in charge receives a notification in step (5) to the effect that the default form is to be registered, the default form is registered in the default database secured on the SSD 15 (6), and the process ends.

[0032] 5 is a flowchart showing an example of a rule creation processing method of the form creation system according to the present embodiment. Note that (11) to (19) indicate steps realized by the CPU 12 of the server device 1 shown in FIG. 1 executing a program stored in the memory unit 13.

[0033] When the CPU 12 confirms that the data terminal 3 has connected to the web page disclosing the present system via the network 2, it transmits inquiry information about the attribute information to the data terminal 3 (11). Here, the web page may incorporate a process for executing a service program (not shown) to issue a connection account required for company registration of the data terminal 3.

[0034] Next, when it is confirmed (12) that a response to the inquiry notified in step (11) for identifying attributes has been received from the data terminal 3, the responded attributes are determined (13). Here, the attributes include the business activities and number of employees of the company.

[0035] Next, in order to analyze the attribute information received from the data terminal 3 and obtain answers to create a regulation form, the CPU 12 causes the question search unit 13-2 to search the regulation database accumulated in the regulation learning unit 13-7 and select questions to be used as questions for each regulation to be notified to the data terminal 3 (14). Next, the CPU 12 activates the question output unit 13-3, selects the question information for each rule, and transfers it to the data terminal 3 (15).

[0036] Next, when the CPU 12 collects the answer to the above question information from the data terminal 3 (16), the CPU 12 activates the decompression analysis unit 13-4 and automatically creates a prescribed form that matches the prescribed form stored in the prescribed database by the prescribed learning unit 13-7.

[0037] Then, the CPU 12 activates the consistency determination unit 13-5 to check whether there are any inconsistencies with the regulations in the created prescribed form, i.e., to determine the consistency including the wording between the regulations (17). If there are no problems, the CPU 12 activates the regulation determination unit 13-6 to propose the automatically created prescribed form to the data terminal 3 (19), and ends the process.

[0038] On the other hand, in step (18), the CPU 12 activates the consistency determination unit 13-5 to adjust (including correct, add, or change) the contents of the prescribed form to be presented to the data terminal 3 (18), and then ends this process.

[0039] [First effect] This provides an auxiliary function that reduces the psychological and time burden that the person operating the data terminal 3 must bear when creating regulations, making it possible for anyone to create a highly consistent regulation form in a short amount of time. Moreover, by answering the questions prepared for each policy, you can automatically create reasonable policies even without prior knowledge. Specifically, by preparing sentences and sections that correspond to the answers to the questions according to the attributes of the company, you can easily create policies by combining these sentences. The created policies can then be output in Word or PDF format.

[0040] [Second Effect] By using AI to suggest regulations, the system automatically determines the answers to questions and the regulations that should be created. It can then infer the answers to other questions from the answers to one question. For example, based on learned information that shows that companies that select XX for question A often give this type of answer for question B, the system can display the answers inferred by the AI ​​within each question for reference.

[0041] In addition to predicting appropriate answers and options for questions based on the industry, the system can also predict important multiple-choice questions, solving problems such as chapters not being created that are necessary for regulations.

[0042] Furthermore, the system predicts and suggests the necessary regulations depending on the industry, which helps prevent regulations from being overlooked.

[0043] Second Embodiment Also, the function of automatically creating other rules by linking with the response records shown in FIG. 3 and the function of displaying the remaining man-hours may be incorporated into the first embodiment.

[0044] Specifically, multiple regulations can be created, and regulation data can be accumulated in a regulation database. If the same questions exist in other regulations, the content can be linked, and if the answers to all questions are met in the process, the regulations can be automatically created. This allows multiple regulations to be created and data to be linked, and by automatically creating regulations that have not yet been created, it is possible to create other regulations without hassle and lower the hurdle for their creation.

[0045] Here, the automatic creation process links questions for which the answers should be equal between each rule, and answers given when creating one rule are linked to the same questions in other rules. By doing so, if all questions have been answered, even rules that have not yet been started can be treated as having been created.

[0046] In addition, when a question linked to the provision database is answered, the progress rate increases, and it is also possible to display the remaining man-hours for provisions that have not yet been started.

[0047] The present invention can include at least the following embodiments. (1) A form creation system in which a server device which proposes a prescription form to be created by a company communicates with a data terminal operated by a person in charge of creating the prescription form via a predetermined communication medium, the server device comprising: a providing means which provides inquiry information for prescription creation to the data terminal; an attribute determining means which analyzes response information to the inquiry information provided by the providing means and determines the attributes of the respondent's company; a transferring means which creates a plurality of prescriptions to be entered in the prescription form based on the attributes of the company determined by the attribute determining means, and transfers questions to the person in charge for each of the created prescriptions to the data terminal; a collecting means which collects from the data terminal answers to each question corresponding to each of the prescriptions transferred by the transferring means; a creating means which creates a prescription form based on the answers to each question collected by the collecting means; a consistency determining means which determines the consistency of each of the prescriptions to be entered in the prescription form created by the creating means; and a proposing means which proposes an optimal prescription form to the data terminal based on the results of the determination by the consistency determining means. The present invention is characterized by comprising:

[0048] (2) The system is characterized by comprising a prescribed learning means for cumulatively storing prescribed forms proposed by the proposing means, and categorizing and learning questions analyzed based on the attributes of each company.

[0049] (3) The present invention is characterized in that a professional advisory service is provided in which a legal professional gives advice by referring to the prescribed form proposed by the suggestion means.

[0050] (4) The rule learning means is characterized by having a function of extracting rules to be corrected by performing periodic maintenance on the stored rule forms.

[0051] (5) The rule learning means is characterized by having a function of notifying the data terminal of the extracted rule to be corrected.

[0052] (6) A specification creation processing method for a form creation system in which a server device that proposes a specification form to be created by a company communicates with a data terminal operated by a person in charge of creating the specification form via a specified communication medium, wherein the server device comprises: a providing step of providing question information for specification creation to the data terminal; an attribute determination step of analyzing answer information to the question information provided by the providing means to determine the attributes of the respondent's company; a transfer step of creating a plurality of specifications to be entered in the specification form based on the attributes of the company determined in the attribute determination step, and transferring questions to the person in charge for each of the created specifications to the data terminal; a collection step of collecting from the data terminal answers to each question corresponding to each specification transferred in the transfer step; a creation step of creating a specification form based on the answers to each question collected in the collection step; a consistency determination step of determining consistency in each specification to be entered in the specification form created in the creation step; and a proposal step of proposing an optimal specification form to the data terminal based on the results of the determination in the consistency determination step. [Explanation of symbols]

[0053] 1 Server 2 Network 3 Data terminal 12 CPU 13 Memory section 14 Communications Department 15 SSD

Claims

1. A form creation system in which a server device that proposes a prescribed form to be created by a company communicates with a data terminal operated by a person in charge of creating the prescribed form via a predetermined communication medium, The server device includes: providing means for providing inquiry information for creating a rule to the data terminal; an attribute determination means for determining attributes of a respondent's company by analyzing response information to the inquiry information provided by the providing means; a transfer means for creating a plurality of rules to be entered in the rule form based on the attributes of the company determined by the attribute determination means, and transferring questions to be asked of the person in charge regarding each of the created rules to the data terminal; a collection means for collecting from said data terminal the answers to the questions associated with each rule transferred by said transfer means; a creation means for creating a prescribed form based on the answers to each question collected by the collection means; a consistency determination means for determining consistency in each rule to be written in the rule form created by the creation means; a proposal means for proposing an optimum prescribed form for the data terminal based on the result determined by the consistency determination means; A form creation system comprising:

2. The form creation system according to claim 1, further comprising a definition learning means for cumulatively storing the standard forms proposed by the suggestion means and categorizing and learning questions analyzed based on the attributes of each company.

3. 3. The form creation system according to claim 1, further comprising a professional advisory service in which a legal professional provides advice by referring to the prescribed form proposed by said proposing means.

4. 3. The form creation system according to claim 2, wherein the rule learning means has a function of extracting rules to be corrected by performing periodic maintenance on the stored rule forms.

5. 5. A form creation system according to claim 4, wherein said rule learning means has a function of notifying said data terminal of said extracted rule to be corrected.

6. A method for processing a prescribed form creation in a form creation system in which a server device that proposes a prescribed form to be created by a company communicates with a data terminal operated by a person in charge of creating the prescribed form via a predetermined communication medium, comprising the steps of: The server device includes: a provision step of providing question information for creating a rule to the data terminal; an attribute determination step of determining attributes of the respondent's company by analyzing answer information to the question information provided in the providing step; a transfer step of creating a plurality of rules to be entered in the rule form based on the attributes of the company determined in the attribute determination step, and transferring questions to be asked of the person in charge for each of the created rules to the data terminal; a collecting step of collecting from the data terminal the answers to the questions associated with the respective rules transferred in the transferring step; a creating step of creating a prescribed form based on the answers to each question collected in the collecting step; a consistency determination step for determining consistency in each rule to be written in the rule form created in the creation step; a proposing step of proposing an optimal prescribed form for the data terminal based on the result determined in the consistency determining step; A rule creation processing method for a form creation system, comprising:

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