Postmortem Administration System

Abstract

To provide a system in which an auditor makes a close investigation of cost declaration data generated by a work manager, and cost transfer processing is performed after payment approval.SOLUTION: Provided is a postmortem work management system in which, after the death of a client, a work manager designated in advance executes postmortem work in place of the client. The postmortem work management system comprises: a data server that can communicate with an external terminal and record various types of data; and a data management unit that manages information on the access to and recording in the data server. The work manager declares the cost required for postmortem work on the data server, and an auditor makes a close investigation of declaration data and approves payment, and thereby cost transfer processing is executed.SELECTED DRAWING: Figure 1

Description

[Technical field]

[0001] The present invention relates to a post-mortem affairs management system, and more particularly to a system capable of carrying out post-mortem affairs delegation work. [Background technology]

[0002] In recent years, in Japan, where the birthrate is declining and the population is aging, there is a growing trend of preparing for the end of life and preparing an end-of-life note before one dies, and preparing for the end of life based on one's own wishes in case of an emergency. It is also said that one in four households is a single-person household consisting of an elderly person aged 65 or older living alone. If there is no one around to entrust their posthumous affairs to, such as children or reliable relatives, there is a possibility that they may cause trouble to unexpected others due to incomplete procedures for posthumous affairs (the administrative work that occurs automatically when a person dies, such as transporting the body, notifying the death of the person at the government office, arranging for cremation, funeral, and burial, and various other administrative work such as filing various notifications and sorting the person's belongings), and so a system that would not cause delays in posthumous affairs that occur after the person's death was required.

[0003] In response to such problems, technical proposals have been made, such as in JP 2021-174011 A (Patent Document 1) and JP 2015-90539 A (Patent Document 2). That is, Patent Document 1 proposes a system that manages the client's end-of-life note data in a database via the Internet and supports the execution of post-mortem affairs. In addition, Patent Document 2 proposes a system that records various family information, including the end-of-life note, on a server via the Internet and allows the entire family to operate and manage a website on which such information can be displayed.

[0004] However, in the technical proposal of the above-mentioned Patent Document 1, although the Ending Note itself can be amended at any time, a review is conducted each time, and depending on the results of the review, there is a possibility that the person's wishes may not be accurately reflected. Furthermore, since the Ending Note itself is not legally binding, there is a problem that the execution of post-death affairs may be hindered depending on the requests of the bereaved family. In addition, the technical proposal in Patent Document 2 mentioned above has the problem that since data is merely shared among family members, the data, including the end-of-life note, is not legally binding, and it is unclear whether post-death procedures will be carried out according to the person's wishes.

[0005] Therefore, the applicant developed a system that stores the services and client information of voluntary guardians in a server, automatically generates and stores audit materials from that information, and has proposed the technology described in Patent No. 6978790 (Patent Document 3). According to this technical proposal, by storing information on the entrustment contract and postmortem affairs commission contract in guardianship services in a server via a network, audit materials are automatically generated and stored in the server by a management unit that manages access, and furthermore, an auditor who audits the guardianship services can view and authenticate the audit materials via the network and store the confirmation results on the server, which is an excellent effect.

[0006] However, according to the technical proposal in Patent Document 3, although it is useful for guardianship services that arise with a client who has signed a contract as a voluntary guardian, there is a problem that it is difficult to deal with cases where only a postmortem affairs delegation contract is signed without concluding a voluntary guardianship contract. Also, although it is possible for audit materials to be viewed by persons other than the auditor, if expenses other than those predetermined for postmortem affairs arise, depending on the amount presented, there is a possibility that the bereaved family will feel distrustful.

[0007] The applicant focused on the problem of the difficulty in ensuring transparency in terms of costs relating to post-mortem affairs in the conventional post-mortem affairs described above, and came up with the idea of ​​providing a system in which a third-party auditor could check the costs associated with post-mortem affairs in advance before the costs are transferred.He developed a post-mortem affairs management system in which an auditor scrutinizes the expense declaration data declared on a data server by the affairs manager, and once payment has been approved, the expense transfer process is carried out, leading to the proposal of the "post-mortem affairs management system" of the present invention. [Prior art documents] [Patent documents]

[0008] [Patent Document 1] JP 2021-174011 A [Patent Document 2] JP 2015-90539 A [Patent Document 3] Patent No. 6978790 Summary of the Invention [Problem to be solved by the invention]

[0009] In view of the above problems, an object of the present invention is to provide a system in which an auditor examines expense report data prepared by an office manager, and the expense transfer process is carried out after payment is approved. [Means for solving the problem]

[0010] In order to solve the above problems, the present invention provides a post-mortem affairs management system in which, after the death of a client, a pre-designated office manager performs the post-mortem affairs on behalf of the client, and is composed of a data server that can communicate with external terminals and record various data, and a data management unit that manages access to the data server and the recorded information, the data server has a function for accumulating client information, information on the post-mortem affairs, information on the office manager who performs the post-mortem affairs, information on the trust, and auditor information who checks the status of the post-mortem affairs and the contents of claims to the trust institution, and the data management unit has a function for setting and managing the data input level and the view level of the entered data, managing the deadlines for the post-mortem affairs, and collecting data on administrative expenses and managing claims to the trust institution, and the office manager declares the expenses for the post-mortem affairs on the data server, and the auditor examines the declared data and approves the payment, thereby executing the expense transfer process.

[0011] The present invention also employs a means in which the client information includes will information.

[0012] Furthermore, the present invention employs a means in which the data management unit is provided with a function for notifying related parties when input, change, or update processing is performed on the data server.

[0013] Furthermore, the present invention employs a means for accumulating browsing information relating to the user and the browsing date and time in the data server. Effect of the Invention

[0014] According to the post-mortem affairs management system of the present invention, the affairs manager declares the expenses related to the post-mortem affairs, and the expenses are transferred after an auditor examines the declared data and approves payment, and since a third party checks the expenses before they are paid, it has the effect of ensuring transparency in terms of expenses in post-mortem affairs.

[0015] In addition, according to the post-mortem affairs management system of the present invention, the client information includes will information, which makes the information legally binding with regard to post-mortem affairs, and has the effect of making it possible to carry out post-mortem affairs in accordance with the client's wishes.

[0016] Furthermore, according to the postmortem affairs management system of the present invention, the data management unit is equipped with a function to notify relevant parties when input, changes, or updates are made to the data server, so that even if data is unintentionally updated or deleted, or data is tampered with in a way that does not conform to the client's wishes, the relevant parties can check the updated data upon notification from the data management unit and discover data defects at an early stage.

[0017] Furthermore, according to the postmortem affairs management system of the present invention, viewing information regarding the viewer and the viewing date and time is accumulated in a data server, which has the effect of making it possible to know who viewed and checked various documents, including audit documents, and when, as well as to inform relevant parties of documents that have not been viewed. [Brief description of the drawings]

[0018] [Figure 1] 1 is a configuration diagram showing an overall overview of a postmortem affairs management system according to the present invention. [Diagram 2] FIG. 2 is a flow chart showing the start-up of the postmortem affairs management system of the present invention. [Diagram 3] FIG. 2 is a flow chart showing the start of post-mortem affairs in the post-mortem affairs management system of the present invention. [Figure 4] FIG. 2 is a flow chart showing the process for applying for post-mortem administrative expenses in the post-mortem administrative management system of the present invention. [Diagram 5] FIG. 11 is a flowchart showing the process for completing post-mortem affairs in the post-mortem affairs management system of the present invention. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0019] The greatest feature of the post-mortem affairs management system 1 of the present invention is that the expenses for the post-mortem affairs are reported on a data server 6 by an affairs manager 3, and then the auditor 4 reviews and approves it, after which the transfer of the expenses is processed. Hereinafter, an embodiment of a postmortem affairs management system 1 according to the present invention will be described with reference to the drawings.

[0020] Furthermore, the overall concept and configuration of each part of the postmortem affairs management system 1 of the present invention are not limited to the examples described below, but can be modified as appropriate within the scope of the technical idea of ​​the present invention, i.e., within the scope of configurations that can achieve the same functional effects.

[0021] Fig. 1 is a block diagram showing an overall overview of the post-mortem affairs management system 1 of the present invention. Fig. 2 is a flow chart relating to post-mortem affairs preparation in the post-mortem affairs management system 1 of the present invention. Fig. 3 is a flow chart relating to the start of post-mortem affairs in the post-mortem affairs management system 1 of the present invention. Fig. 4 is a flow chart relating to the post-mortem affairs expense application in the post-mortem affairs management system 1 of the present invention. Fig. 5 is a flow chart relating to the completion of post-mortem affairs in the post-mortem affairs management system 1 of the present invention.

[0022] Post-mortem affairs refers to the general handling of affairs that must be carried out after death, such as administrative procedures related to funerals and burials, and the cancellation of contracts made during one's lifetime. A post-mortem affairs entrustment contract is a contract in which a third party is contracted to carry out post-mortem affairs, and the third party carries out the post-mortem affairs that arise after the death of the contractor in accordance with the contents of the contract. Note that there are no particular limitations on the contents of the post-mortem affairs in a post-mortem affairs entrustment contract, as this differs depending on the contents of the contract with the contractor.

[0023] The client 2 is the person who enters into a posthumous affairs agency contract with the affairs manager 3. The client 2 is the person who selects and decides on an office manager 3 to whom the post-mortem affairs that will occur after the client's death will be entrusted on an internet site S (hereinafter, sometimes simply referred to as site S), and then enters into a post-mortem affairs entrustment contract.

[0024] The relatives (surviving family members) 8 are close relatives of the client 2, and will automatically become relatives (surviving family members) 8 when the client 2 dies. They are also able to check the status of post-mortem affairs being carried out by the business manager 3 via the site S.

[0025] The administrative manager 3 is the person who carries out post-mortem affairs based on a post-mortem affairs entrustment contract concluded with the client. The business administrator 3 to whom the post-mortem affairs are entrusted by the client 2 is selected from those who register on the site S and meet the conditions presented by the client 2, and by concluding a post-mortem affairs entrustment contract, the business administrator 3 will carry out the post-mortem affairs that arise after the client 2's death in accordance with the contents of the contract. The contents of the entrustment contract are recorded in the data server 6, and by adopting a mode in which the post-mortem affairs entrustment contract is written in the will, this contributes to the smooth processing of the post-mortem affairs. In addition, since the entrustment content of the post-mortem affairs differs depending on the wishes of the client 2, if post-mortem affairs arise that the surviving family members 8 must carry out, it is preferable that a notice regarding the post-mortem affairs is automatically sent to the surviving family members 8 when the entrustment contract becomes effective.

[0026] The auditor 4 monitors the operation of the post-mortem affairs management system 1 (hereinafter sometimes simply referred to as the "system"), and in particular audits the financial flows that occur during the execution of the post-mortem affairs. The auditor 4 may be legally appointed by a court or may be appointed by the client 2 when entering into the postmortem affairs commission contract, and audit work occurs at the same time as the system 1 is started. The auditor 4 mainly audits the status of the postmortem affairs performed by the client 2, the flow of funds in the operation of this system, and especially the accuracy of the expense application content required for the postmortem affairs performed by the administrative manager 3, and has access rights to view information related to the postmortem affairs and accounting processing on the data server 6, and to approve and certify after viewing. Such auditors 4 are preferably legal experts such as tax accountants and lawyers, and more preferably people who have an understanding of postmortem affairs. By installing the auditor 4, it is possible to closely monitor the movement of money from a third-party perspective, and a postmortem affairs management system 1 that is safe for the client 2 and the surviving family 8 can be provided.

[0027] The trust institution 5 is an institution that manages the trust money deposited by the client 2. The trust institution 5 is a financial institution that receives and manages trust money from the client 2 in advance to cover expenses that will be required after the post-mortem affairs entrustment contract is concluded. The trust money deposited with the trust institution is to be used for expenses related to the post-mortem affairs, but it is preferable that information such as the remaining balance of the managed trust money and the amount withdrawn be always available for confirmation by the data management department 7, auditor 4, surviving family members 8, etc. via the site S.

[0028] The data server 6 is a recording medium that records and accumulates various data related to the system 1, and is a server that has a function for communicating with external terminals. The data server 6 can record various data (hereinafter, sometimes simply referred to as various data) such as IDs and passwords for logging in to the site S, client information, posthumous affairs information, administrative administrator information, trust information, and auditor information, and further records and accumulates information such as core information including the access rights of the site S as necessary, and the browsing history of those who have logged in to the site S and those who have viewed the site S. The various data recorded and accumulated in the data server 6 can be viewed, written, and updated by the administrative administrator 3, auditor 4, trust institution 5, transaction bank, estate administrator who manages the estate, surviving family members 8, and other related parties (hereinafter, sometimes simply referred to as "related parties") by accessing the site S within the scope of their access rights. In addition, the data server 6 is centrally managed by the data management unit 7 described below, and when data is written or updated, a notification is sent to the data management unit 7 at any time, or the data changes and the person who made the changes are displayed. This allows the data management unit 7 to perform a double check and prevents data changes that are not desired by the client 2.

[0029] The client information is information about the client 2 who has entered into a post-mortem affairs entrustment contract with the affairs manager 3. The client information includes personal information such as the client's 2 name, sex, age, address, and contact information, as well as information about the client's surrounding environment, such as the presence or absence of a chronic illness and information about relatives (the names, sex, age, address, and contact information of spouse, cohabitants, and relatives 8). The client 2 can write and update this client information by accessing the site S, and the information will be updated whenever there is a change in the surrounding environment, such as the addition of a chronic illness or moving. It is also possible that the client's relatives 8 can amend the relative information in the client information, depending on the access rights set by the data management unit 7.

[0030] The post-mortem affairs information is information recorded regarding the contents of the post-mortem affairs delegation contract concluded between the client 2 and the affairs manager 3, and the results of the post-mortem affairs processing that begins after the death of the client 2. There is no particular limitation on the method of recording the post-mortem affairs mandate contract, but for example, the document may be saved as image data, a checkbox may be checked for each post-mortem affair, or audio data may be saved of the contents of the post-mortem affairs mandate contract may be read out loud, or other input methods may be set by the data management unit 7, in which case the information is entered in the post-mortem affairs information field. Furthermore, when the contents of the post-mortem affairs mandate contract are changed, or in accordance with the state of the post-mortem affairs after the mandate contract is executed, the post-mortem affairs information field is updated and updated as needed. In addition, if a notarized document is used when a post-mortem affairs mandate contract is made, it is also possible to record image data of the contents of the notarized document, audio data of the person explaining the contents of the mandate contract, etc.

[0031] The administrative manager information is information about the administrative manager 3 who enters into a post-death administrative delegation contract. The administrative manager information includes the name, affiliation, contact information, etc. of the administrative manager 3 entered when registering on site S as the administrative manager 3, the contents of the post-mortem affairs entrustment contract entered when the post-mortem affairs entrustment contract is concluded with the client 2, information on the contract conclusion date, the start date of the post-mortem affairs, the progress of the post-mortem affairs, the costs of the post-mortem affairs, and other data created by the administrative manager 3, which is recorded and accumulated. The progress of the post-mortem affairs recorded by the administrative manager 3 may be in the form of progress for each entrusted item, as well as daily or weekly reports that allow the status to be checked periodically.

[0032] The trust information is information regarding the contents of the trust in the post-death affairs entrustment contract. The trust information includes basic information such as the name of the trust institution 5 set in the postmortem affairs entrustment contract, the name of the person in charge, and contact information, as well as trust fund information such as deposit and withdrawal data and balance data of the trust money, expense claim data sent from the administrative manager 3, and audit data attached to the expense claim data. The trust institution 5 will withdraw the trust money based on the expense claim data with the audit results attached, and update the deposit and withdrawal data and balance data.

[0033] The auditor information is information about the auditor 4 who audits the status of the post-mortem affairs and the financial flow related to the post-mortem affairs. The auditor information includes personal information such as the auditor's 4 name, affiliation, contact information, etc., application data for the costs of post-mortem affairs submitted by the administrative manager 3, information on the status of the post-mortem affairs, and data on the audit content and results.

[0034] By making the application data for post-death administration costs and the audit data such as the result data by the auditor 4 accessible to the administrative manager 3 and the auditor 4 as well as to related parties such as the trust institution 5, the bank, the estate administrator who manages the estate, and the surviving family members 8, it is possible to increase transparency in terms of costs, and since the administrative manager 3 is aware that the data has been disclosed to related parties, it is possible to prevent illegal acts such as falsification of application amounts and unjust claims. Also, by recording the person who viewed the data and the date and time in the data server 6, it is possible to ensure that the related parties check the data, and it is also possible to send a notice from the data management unit 7 to related parties who have not checked the data, urging them to check the relevant data.

[0035] The data server 6 may record the contents of the will by the client 2 as images or audio, and disclose them as will information to the surviving family 8 and the administrative manager 3 after the death of the client 2. There are various types of wills, such as handwritten wills, notarized wills, and secret wills, but the format in which they are recorded as will information is not particularly limited. For example, when a will execution contract and a postmortem affairs commission contract are concluded with the client 2, and each contract and will are prepared as notarized documents, the notarized documents are stored in the data server 6 as image data, and an introduction to the administrative manager 3 who will carry out the postmortem affairs, the circumstances leading to this contract, detailed contents of the contract, etc. are preferably recorded as video or audio data. After that, the data management unit 7 increases the viewing level of the surviving family 8 after the death of the client 2, so that the surviving family 8 can view the image data of the will prepared as notarized documents as will information, which contributes to avoiding unnecessary disputes between the surviving family 8 and the administrative manager 3. In addition, by recording the video and audio data of the client 2 intended for the surviving family 8 in advance on the data server 6 and disclosing it together with the will information after the death of the client 2, it is possible to achieve the excellent effect of increasing the credibility of the will information and making it easier to obtain the cooperation of the surviving family 8.

[0036] In addition, it is desirable that the data server 6 is provided with a function for automatically recording and accumulating browsing information such as details of pages viewed by the relevant person and the date and time, along with the login history of the relevant person. By adopting such a mode, it is possible to prevent criminal acts such as data tampering by having the actions on the site S constantly recorded, in addition to being able to grasp the tendency of the information required by the relevant person. Furthermore, it is also preferable to automatically send a notification to the relevant person who has not viewed important documents such as the audit results on the expenses for post-mortem affairs, encouraging them to view them.

[0037] The Internet site S is an information screen where an accessor can view and write various data recorded in the data server 6 via a network line. The Internet site S is an information screen that is displayed when an accessor such as the client 2 accesses the data server 6 via the network, and it is possible for each accessor to view necessary information such as various data and write information based on their access authority. Login authentication is required every time one enters the site S, and the history of browsing the site S and writing information after logging in is always recorded on the data server 6, and this data is managed by the data management unit 7. In addition, when a new client 2 or administrative manager 3, etc. applies for connection to site S and registers a desired ID, the data server 6 checks for any existing IDs and then the data management unit 7 issues a password linked to the desired ID, and the ID and password are recorded and managed as a single piece of data in the data server 6.

[0038] The data management unit 7 sets and manages the various data recorded in the data server 6, and manages post-mortem affairs. The data management department 7 manages the IDs and passwords required for the client and related parties to log in to site S, as well as the various data entered by each of them and recorded in the data server 6, sets and manages the data writing level for the various data and the viewability level of the entered data, manages deadlines for documents and procedures to be submitted to government agencies and related parties in post-mortem affairs, collects expense data used in post-mortem affairs, and manages operations such as billing to the trust institution 5 approved by the auditor 4.

[0039] When input, change, or update processing is performed on various data recorded in the data server 6, the data management unit 7 is preferably configured to automatically or manually send a notification to the person concerned of the item for which the processing has been performed. For example, when the address of the client 2 is changed by the relative 8 of the client 2, a confirmation notification of the address change is first sent to the client 2. Then, when the client 2 logs into the site S and approves the change of the client's address on the address change confirmation screen displayed on the site S, a notification that the address of the client 2 has been changed is automatically sent to the administrative manager 3, the relative 8, and the trust institution 5 via the site S. Note that, when the client 2 rejects the address change on the address change confirmation screen, it is preferable that the changed data is discarded and the original address information is automatically restored.

[0040] The writing level for various data set by the data management unit 7 is set for each related person who can access the data server 6 or for each item of various data, and managed respectively. For example, for the client 2, a high level is set that allows writing over a wide range, such as the client information of the client 2 himself, information on post-mortem affairs, will information, etc., and conversely, for the relatives 8 of the client 2, a low level is set that allows writing only of the client information within the client information. Also, it is preferable that the data management unit 7 individually sets items that should limit the related parties who can write, such as allowing only the auditor 4 to write data for the audit result items in the expense application data for post-mortem affairs.

[0041] The data viewing level for various data set by the data management unit 7 is set for each person who can access the data server 6 or for each item of various data, and is managed respectively. For example, the administrative manager 3 can perform postmortem affairs smoothly by allowing viewing of all items that are basically necessary. On the other hand, the trust institution 5 can perform its work by viewing the expense application data required for postmortem affairs by the administrative manager 3 and the approval data by the auditor 4, which are necessary for deposit and withdrawal processing of the trust money, so the scope of viewing is limited. In addition, by adopting a mode in which the viewing level is raised after the start of postmortem affairs and items including will information and administrative manager information are made viewable, as in the case of the relatives 8 of the client 2, it is possible to check whether the postmortem affairs are being carried out smoothly and whether there are any unclear points in terms of funds.

[0042] It is preferable to provide different pages to be displayed when each related person logs in to the site S based on the above-mentioned writing level and viewing level, for example, a client page, a relative page, an administrative manager page, etc., for each related person. With this configuration, it becomes possible to display only the writing and viewing items that differ for each related person as the page for the logged-in related person.

[0043] It is preferable that the data management unit 7 supports the administrative manager 3 to complete the administrative process smoothly within the deadline by managing the deadlines for documents and procedures to be submitted to government offices and related parties in post-mortem affairs. There are no particular limitations on the method of deadline management, but one possible mode is to send an email to the administrative manager 3 three days before the deadline to request a response regarding the progress, and if there is no response, to call the administrative manager 3 directly.

[0044] The data management unit 7 has a function of aggregating expense application data for post-mortem affairs submitted by the administrative manager 3, audit result data by the auditor 4 attached to the expense application data, and data on deposits and withdrawals from the trust institution 5 to its bank (hereinafter sometimes referred to as "expense data"), while converting the data into a format that can be viewed by related parties. In addition, it is preferable that the materials required for the audit performed by the auditor 4 be automatically generated using the expense data recorded in the data server 6.

[0045] The data management unit 7 will invoice the person in charge at the trust institution 5 for expenses based on the expense application data approved by the auditor 4. It is preferable that the data management unit 7 simultaneously transmits the expense application data and the audit result data to the person in charge of the trust institution 5 after the expense application data from the administrative manager 3 is approved by the auditor 4. In this manner, the person in charge of the trust institution 5 can transfer the amount of the claim to the bank based on the amount claimed in the expense application data after confirming on the data that the audit result by the auditor 4 is correct. The amount of the transfer is determined by the trust agreement concluded between the client 2 and the trust institution 5. For example, a trust agreement may be considered in which a fixed amount of fee is transferred to a designated account every month, and if additional funds are required to carry out postmortem affairs, the administrative manager 3 transmits expense application data each time, and the necessary expenses are transferred to a designated account after being audited by the auditor 4. In addition, it is preferable that when the data management unit 7 makes a claim, the expense application date, the audit date, the date of claim to the trust institution 5, and the expected date of payment are automatically recorded in the data server 6.

[0046] When carrying out post-mortem affairs, the affairs manager 3 is obligated to report to the surviving family members 8 without delay after the processing is completed on the measures taken in the post-mortem affairs, the expenditure and use of expenses, and the receipt of fees. However, by setting the viewing level of the surviving family members 8 to a level where they can view the progress of the post-mortem affairs and audit materials, etc., it is possible to substitute for a report. In addition, by adopting a method in which notifications are automatically sent to the surviving family members 8 when the progress of the post-mortem affairs is changed by the affairs manager 3, when expense application data is submitted, when the post-mortem affairs are completed, etc., it is possible to achieve the effect of the surviving family members 8 always being able to grasp the latest status of the post-mortem affairs.

[0047] After the death of the client 2, by attaching a GPS (Global Positioning System) device to the urn containing the ashes, the location of the ashes can be confirmed by the location information transmitted from the GPS device. For example, when a distant relative 8 comes to visit, it will be possible to easily determine the temple or shrine where the urn of the client 2 is buried. This has the excellent effect of making it easier to confirm the location of the temple or shrine where the urn of the client 2 is buried.

[0048] An embodiment of the postmortem affairs management system 1 comprising the above-mentioned components will now be described with respect to the operation of the system. First, the preparatory steps for post-mortem administrative work will be explained using FIG. The client 2 inputs a desired login ID and applies to use the system on the site S of the postmortem affairs management system 1. After the data server 6 checks for duplicate IDs, the data management unit 7 receives a notification of a new system user and generates a password linked to the requested login ID. The data server 6 records the login ID and password, and also transmits the login ID and password to the client 2. The client 2 can now connect to the site S using the issued login ID and password, and registers the client information and post-mortem affairs information as the initial settings.

[0049] After the initial settings are made by the client 2, a list of administrative administrators is created based on various information registered on the data server 6, and the client 2 can select an administrative administrator 3 from the administrative administrator list. The data management department sends a provisional administrative administrator selection notice to the selected administrative administrator 3 together with the client information, and upon receiving acceptance from the administrative administrator 3, the data management department will register the administrative administrator 3 in the client information. The administrative manager 3 explains the post-mortem affairs to the client 2, and concludes a post-mortem affairs entrustment contract that allows the client 2 to carry out the post-mortem affairs desired. At the same time, the client 2 and the administrative manager 3 each input the contract details concluded in the post-mortem affairs entrustment contract and record the contract image data on site S. After that, the client 2 will carry out the procedures associated with the trust (opening a trust account, depositing the trust money, etc.) with the trust institution 5 in accordance with the contents of the post-mortem affairs entrustment contract, and prepare for the start of the system. In addition, the trust institution 5 will record the deposit date and amount of the trust money on site S, and will then manage the trust money until the system is started, and will update the information on site S when additional deposits from the client 2 or deposits and withdrawals such as trust management fees occur.

[0050] Next, the start operation of post-mortem administrative tasks will be described with reference to FIG. First, the surviving family member 8 (hereinafter, simply referred to as the surviving family member 8) who is the relative 8 who has confirmed the death of the client 2 connects to the relatives page on the site S and selects the item for requesting the start of the post-mortem affairs management system. Before finalizing the application to start the system, the surviving family member 8 must enter the confirmation screen, contact information, and date and time of the client 2's death.

[0051] When the data server 6 receives a request to start the post-mortem affairs management system 1 from the site S of the surviving family 8, it automatically notifies the data management unit 7 that a request to start the system has been received. The data management unit 7 promptly checks the details entered by the surviving family 8 on the site S, and if no suspicious points are found, it confirms the start of the post-mortem affairs management system 1. Furthermore, at the same time as the data management unit 7 confirms the start of the system, a notification of the start of the system is automatically sent from the data server 6 to the administrative manager 3 and the trust institution 5 via the site S. At this time, a list of post-mortem affairs deadlines, which sets deadlines for each post-mortem affairs content based on the date and time of the client's death and the content of the post-mortem affairs entrustment contract, is automatically generated and sent to the administrative manager 3 together with the notification of the start of the system. After the system is started, the data management unit 7 increases the viewing level on the site S for the bereaved family 8, and performs processing to enable viewing of the expenses related to post-death affairs and the audit results.

[0052] After confirming the notification of the start of the system sent from the data server 6 on the site S, the administrative manager 3 will contact the surviving family members 8 and explain the time schedule for the future post-mortem affairs, what the surviving family members 8 should prepare, and the post-mortem affairs that are not covered by the post-mortem affairs entrustment contract concluded with the client 2. In addition, if there is a written message from the client 2 to the surviving family members 8, such as a will or an ending note, or data of such a message, the executor will disclose it to the surviving family members 8, and if a will execution contract was also concluded at the time of the post-mortem affairs entrustment contract, the administrative manager 3 will become the executor and distribute the estate according to the will, based on the contents of the contract.

[0053] The administrative manager 3 performs the post-mortem affairs based on the post-mortem affairs entrustment contract, but the progress of the post-mortem affairs and completion reports are all done on site S, and the administrative manager 3 inputs the progress of the relevant post-mortem affairs, which are recorded in the data server 6. This progress information is kept track of by the data management unit 7, and if the post-mortem affairs are slower than expected, the data management unit 7 will automatically or manually notify the administrative manager 3 or directly contact the administrative manager 3's contact information, issuing a warning to promptly complete the post-mortem affairs.

[0054] Next, the expense claim process for post-mortem affairs will be described with reference to FIG. Necessary expenses for post-death affairs are recorded in a database by the administrative manager 3 who prepares the expense claim data in advance, and the data is notified to the data management department 7 and sent to the auditor 4. If the auditor 4 receives the expense claim data and determines through an audit that there are no problems with the claim amount or use, the data management department sends the expense claim data and the audit results to the trust institution 5, and after the trust institution 5 confirms the claim amount, the expenses are transferred to the designated account. If any problems are pointed out in the audit by the auditor 4, the audit result is notified to the administrative manager 3 as a rejection of the claim, and the administrative manager 3 is to correct the deficiencies pointed out by the auditor 4 and resubmit the expense claim data.

[0055] The trust institution 5 receives the system start notification from the data server 6, checks the system operation status on the site S, and then makes preparations for the trust. The notification includes the name of the client 2, the date of the trust contract, and information on the designated account to which the trust money is to be transferred. Once the system is up and running, the administrative manager 3 submits expense claim data for post-mortem affairs to the data management department 7, after which the data is sent to the auditor 4, who audits the expense claim data. If the auditor 4 determines that there are no defects in the expense claim data, the auditor 4 attaches a payment approval and sends it to the data management department 7, which then sends the expense claim data and payment approval to the trust institution 5. The trust institution 5 determines the transfer amount based on the various data and transfers it to the specified account. This transfer amount is determined based on the details of the agreement between the client 2 and the trust institution 5, and if there are any questions about the amount in the expense claim data, the auditor 4 or the data management department 7 will be contacted and a re-examination will be conducted.

[0056] Although not shown in the figure, data viewed by the auditor 4 or the like is stored in the data server 6 as viewing data, including the viewer ID, the viewing date, and the number of views per viewer, and is managed by the data management unit 7. The data management unit 7 sends a notification to relevant parties who have not viewed data that should be viewed by them, such as expense application data or audit result data, to encourage them to view it.

[0057] Finally, the process of completing post-mortem administrative tasks will be explained using FIG. After completing the post-mortem affairs, the administrative manager 3 reports the completion of the post-mortem affairs on the site S. The report content and the report date and time are automatically recorded in the data server 6, and the report is sent to the data management unit 7 as a post-mortem affairs completion report. The data management unit 7, which has received the report, confirms on the site S that all the post-mortem affairs delegated in the post-mortem affairs delegation contract concluded with the client 2 have been completed, and then transmits the post-mortem affairs completion report and a request for a final audit to the auditor 4. The auditor 4 reconfirms the status of completion of the post-mortem affairs and performs a final audit of the expenses incurred in the overall post-mortem affairs, and transmits the audit results to the data management unit 7 as a final audit report. The data management unit 7, which has received the final audit report, checks the audit results, and if there are no abnormalities, transmits a post-mortem affairs completion notice to the surviving family 8, the administrative manager 3, and the trust institution 5. The trust institution 5, which has received the notice, sends a notice of the termination of the trust contract to the surviving family 8, and if there is any remaining trust money, transfers it to an account designated by the surviving family 8. Furthermore, if the final audit reveals any irregularities such as unaccounted funds, the Data Management Department 7 will contact the Administrative Manager 3 and instruct him to immediately make improvements to the issues identified.

[0058] This system is terminated when the post-mortem affairs are completed by the affairs manager 3, but it is conceivable that the bereaved family 8 etc. may later request the contents of the post-mortem affairs and audit materials. Therefore, even when this system is terminated, it is preferable to store the data for a specified period (about one year to several years) and notify the bereaved family 8 etc. that all the various information stored as data will be deleted after the specified period has passed. Then, after the specified period has passed from the date of completion of the post-mortem affairs, the client 2 information recorded on the data server 6, various data to which access rights have been granted, audit records, etc. will be automatically or manually deleted by the data management unit 7.

[0059] By simultaneously concluding a voluntary guardianship contract in addition to the postmortem affairs entrustment contract, the client 2 and the administrative manager 3 can become the guardian and manage the client's assets even if the client 2 loses the capacity to make decisions. In addition, the postmortem affairs entrustment contract and the voluntary guardianship contract are contracted using a notarized document, but by creating a notarized will in addition to the contract and appointing the administrative manager 3 as the executor, it is possible to prepare in advance the contents of the will and postmortem affairs in accordance with the client 2's wishes. The contents of the notarized document that was created are registered in the data server 6 as image data and document data of the client information and administrative manager information, and are made public to the surviving family 8 by the administrative manager 3, who is the executor, after the death of the client 2. Furthermore, the data management unit 7 adjusts the viewing level of the surviving family 8, so that the notarized document recorded as data in the database can be viewed via the site S. Furthermore, by simultaneously concluding a monitoring contract or property management agency contract, the administrative manager 3 will be able to grasp the client 2's living situation, changes in health condition, and state of judgment ability, making it possible to make the contract into one that allows for preventive support.

[0060] As described above, according to the post-mortem affairs management system 1 of the present invention, when a post-mortem affairs delegation contract is concluded between the client 2 and the affairs manager 3, and then, when the system is operational after the death of the client 2 and the affairs manager 3 performs the post-mortem affairs, the post-mortem affairs expense application data submitted by the affairs manager 3 on site S as necessary expenses is audited by the auditor 4, and after payment approval is obtained, the trust institution 5 processes the transfer, and further, even when the post-mortem affairs are completed, the auditor 4 audits the completion status of the entire post-mortem affairs and the expenses incurred in general for the post-mortem affairs, making it possible to improve transparency in terms of funds (trust money, etc.). [Industrial Applicability]

[0061] The postmortem affairs management system of the present invention can provide a useful system for improving the transparency of expenses used in postmortem affairs and reducing the burden on those involved in postmortem affairs. Therefore, it is believed that the "postmortem affairs management system" of the present invention has great industrial applicability. [Explanation of symbols]

[0062] 1 Postmortem Administration System 2. Client 3 Office manager 4. Auditors 5 Trust Institutions 6 Data Server 7 Data Management Department 8. Relatives (surviving relatives) S Internet site

Claims

[Claim 1] A postmortem affairs management system in which a pre-designated affairs manager handles the postmortem affairs of a client after the client's death, The system comprises a data server capable of communicating with an external terminal and recording various data, and a data management unit that manages access to the data server and recorded information, The data server is provided with a function for accumulating client information, information on post-mortem affairs, information on the administrator who will carry out the post-mortem affairs, information on the trust, information on the auditor who will check the status of the post-mortem affairs and the details of requests to the trust institution, and viewing information on the viewer and the viewing date and time. The data management unit is provided with functions for setting and managing the data input level of various data and the view level of input data, managing the deadline for post-mortem affairs, collecting data on administrative expenses, and managing billing to the trust institution. It is also provided with a function for notifying relevant parties when data is input, changed, or updated in the data server, and a function for sending a notification to relevant parties who have not viewed the data they should view, encouraging them to view the data. After the system is launched, the data management department will increase the level of visibility for the bereaved family members to a level where they can view the expenses for post-mortem affairs and the audit results. This is a post-mortem affairs management system in which an office manager declares the expenses for post-mortem affairs on a data server, and an auditor examines the declared data and approves payment, thereby carrying out the expense transfer process.

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