Form creation device, and program

The form creation device addresses the issue of incorrect input by integrating up-to-date financial institution information and securely managing data, reducing misinput and enhancing operational efficiency in form creation.

JP7708287B2Active Publication Date: 2025-07-15TOPPAN HOLDINGS INC
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Patent Information

Application Number
JP2024155101
Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2024-09-09
Publication Date
2025-07-15
Estimated Expiration
2040-10-06

AI Technical Summary

Technical Problem

Existing methods for creating forms at banks using computers are prone to incorrect input, leading to potential misinput of information, especially when bank information is involved.

Method used

A form creation device that includes an input form presenting unit, a two-dimensional code generating unit, and a print invoice information output unit, which acquires and generates two-dimensional codes based on user input, integrates up-to-date financial institution information, and securely erases input data after processing.

Benefits of technology

Reduces the risk of misinput by using accurate, up-to-date financial institution information and securely managing input data, enhancing operational efficiency and security in form creation.

✦ Generated by Eureka AI based on patent content.

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Abstract

To provide a form creation apparatus capable of creating a form with a reduced risk of erroneous entry or the like.SOLUTION: The form creation apparatus creates printing form information relating to a form to be used for a transaction at a financial institution. The form creation apparatus is provided with an input form presentation unit 13 for presenting an input form to a user terminal to acquire input information to be input into a form from the user terminal, a two-dimensional code generation unit 16 for generating a two-dimensional code based on the input information acquired from the user terminal, a printing form information creation unit 17 for creating the printing form information including the input information and the two-dimensional code, and a printing form information output unit 19 for transmitting the printing form information to the user terminal. The input form presentation unit 13 holds information about the financial institution in which transactions can be conducted at the financial institution, acquires periodically updated information about the financial institution from a financial institution information server, and presents the input form included in the information to the user terminal.SELECTED DRAWING: Figure 2
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Description

Technical Field

[0001] The present invention relates to a form creation device.

Background Art

[0002] When creating a document used in an administrative procedure using a computer or the like, a method of combining two-dimensional codes has been studied.

[0003] Patent Document 1 describes a method of creating a printed matter having a part for displaying specific content in characters and a part for displaying information corresponding to the specific content in a two-dimensional code for the purpose of detecting forgery, alteration, etc.

Prior Art Documents

Patent Documents

[0004]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0005] In recent years, methods of creating forms used for withdrawals and the like at banks using a computer or the like have also been studied. However, when the method described in Patent Document 1 is applied, since the creator has to input bank information and the like, there is a possibility that a form containing information resulting from incorrect input, for example, may be created.

[0006] The present disclosure has been made in view of the above, and an object thereof is to provide a form creation device capable of creating a form with a reduced risk of incorrect input and the like.

Means for Solving the Problems

[0007] In order to achieve the above object, an invoice creating apparatus according to an aspect of the present disclosure is an invoice creating apparatus that creates print invoice information related to an invoice used in a transaction at a financial institution, and includes an input form presenting unit that presents an input form for acquiring input information to be input in the invoice from a user terminal to the user terminal, a two-dimensional code generating unit that generates a two-dimensional code based on the input information acquired from the user terminal, a print invoice information creating unit that creates print invoice information including the input information and the two-dimensional code, and a print invoice information output unit that transmits the print invoice information to the user terminal. The input form presenting unit acquires information related to the financial institution from a financial institution information server that holds information related to the financial institution where a transaction may be conducted at the financial institution and whose information is periodically updated, and includes the information related to the financial institution in the input form and presents it to the user terminal.

[0008] According to the above invoice creating apparatus, since the print invoice information includes a two-dimensional code based on the input information acquired from the user terminal, a financial institution using the printed invoice can use the two-dimensional code to read the input information and the like. Therefore, misinput of information described in the invoice at the financial institution can be reduced. Further, in the above invoice creating apparatus, information related to the financial institution where a transaction may be conducted at the financial institution is held, and information related to the financial institution is acquired from a financial institution information server whose information is periodically updated and presented to the user terminal in the input form. Therefore, since more accurate information can be handled regarding information related to the financial institution that can be a transaction partner, the risk of misinput and the like is further reduced.

[0009] The input information acquired from the user terminal may be erased from the own apparatus after the creation of the print invoice information.

[0010] With the above configuration, since the input information including personal information and the like is erased from the invoice creating apparatus after the creation of the print invoice information, the print invoice information can be created in a highly secure state.

[0011] It may also be in a mode of transmitting related information, which is information related to the creation of the form including the input information, to the user terminal.

[0012] With the above configuration, the user terminal can obtain related information related to the creation of a form including the input information. Therefore, when creating a form including the same information again, the burden of inputting information again can be reduced, and it is also possible to prevent incorrect input during the re-input.

[0013] The related information may also be in a mode of including information related to the creation of a plurality of the forms.

[0014] With the above configuration, when continuously creating a plurality of forms in the user terminal, the handleability of the related information can be improved.

[0015] The input information includes information related to the transaction amount, and the form information creation unit for printing may create the form information for printing including the commission information calculated corresponding to the transaction amount included in the input information.

[0016] With the above configuration, since the form information for printing is created in a state including the commission information calculated corresponding to the transaction amount included in the input information, in the financial institution using the form after printing, operations such as confirmation of the commission can be efficiently performed.

[0017] The input information includes information for identifying the financial institution of the counterparty, and the form information creation unit for printing may create the form information for printing including information for identifying whether it is a self-addressed transaction or a transaction addressed to another bank based on the information for identifying the financial institution of the counterparty included in the input information.

[0018] With the above configuration, since the form information for printing is created in a state including information for identifying whether it is a self-addressed transaction or a transaction addressed to another bank, in the financial institution using the form after printing, operations corresponding to the financial institution of the counterparty can be efficiently performed.

Advantages of the Invention

[0019] According to the present disclosure, there is provided a form creating device capable of creating a form with a reduced risk of misinput or the like.

Brief Description of the Drawings

[0020]

Figure 1

Figure 2

Figure 3

Figure 4

Figure 5

Figure 6

Figure 7

Embodiments for Carrying Out the Invention

[0021] Hereinafter, embodiments for carrying out the present disclosure will be described in detail with reference to the accompanying drawings. In the description of the drawings, the same reference numerals are assigned to the same elements, and redundant descriptions are omitted.

[0022] [Bank Form Creating Server] FIG. 1 is a diagram for explaining an operating environment of a bank form creating server 1 (form creating device) according to one embodiment of the present disclosure.

[0023] The bank form creation server 1 is a device that creates forms used by financial institutions such as banks. In this embodiment, it will be described as the "bank form creation server 1", but it can create forms used by financial institutions that conduct transactions including deposits and withdrawals. In the following embodiments, the expression "bank" may be used, but it is assumed to cover all financial institutions including banks.

[0024] The bank form creation server 1 is constituted by, for example, a computer or the like. It is the user terminal 2 used by the user that instructs the creation of forms in the bank form creation server 1. The user terminal 2 is, for example, a personal computer, a tablet terminal, etc., and is a terminal device into which the user can input information. Also, it is a terminal capable of communicating with the bank form creation server 1 via the communication network NW.

[0025] The bank form creation server 1 may, for example, perform information transfer with the user terminal 2 by presenting a Web page or the like that can be viewed and accessed from the user terminal 2. The user creates bank form data in the bank form creation server 1 by operating the user terminal 2. The bank form data created based on the input information of the user transmitted from the user terminal 2 is transmitted from the bank form creation server 1 to the user terminal 2 and output in paper medium by the user terminal 2 side (for example, the printer 21 connected to the user terminal 2). The form D output in paper medium is brought to and used by the bank 3 by the user.

[0026] The types of forms that can be created in the bank form creation server 1 are not particularly limited, but examples include "withdrawal form", "deposit form", "transfer request form", etc. Since the types of information to be included in the form differ depending on the type of form, the bank form creation server 1 acquires the necessary information from the user terminal 2 according to the type of form to be created. Then, based on the acquired information, the bank form creation server 1 creates form data corresponding to the form D.

[0027] Note that, although details will be described later, the form D includes a two-dimensional code C related to the information entered in the form. At the counter of Bank 3, the information related to the form D is read using a barcode reader or the like for reading the two-dimensional code C. As an example, the information read using a barcode reader or the like at Bank 3 may be directly imported into the citation system used at Bank 3. Since the two-dimensional code C including the information entered in the form D is printed on the form D, the information included in the form D can be promptly handled at Bank 3.

[0028] When creating form data in the form creation server 1 of the bank, information is acquired from and used by each of the form basic information server 91 and the bank information server 92 (financial institution information server). This point will be described later.

[0029] The form basic information server 91 holds information related to forms necessary for creating forms using the form creation server 1 of the bank. In the form basic information server 91, for example, identification information (ID, etc.) for identifying a form, and information for specifying information required for each form in association with each piece of identification information (for example, "name of the applicant", "bank number", "branch number", "account number", "withdrawal (deposit) amount", etc.), and information for specifying the layout of each piece of information when outputting the form D are held. When a request for providing form basic information is made in a state where a form is specified from the form creation server 1 of the bank, the form basic information server 91 transmits the above information held in association with the specified form to the form creation server 1 of the bank.

[0030] The bank information server 92 holds information about financial institutions necessary for creating forms using the bank form creation server 1. In the bank information server 92, for example, it holds numbers for identifying financial institutions that can be handled and their identification information (such as ID), and information for identifying branches of each financial institution and their branch numbers, associated with each identification information. When the bank form creation server 1 requests the provision of financial institution information, the bank information server 92 transmits to the bank form creation server 1 the information necessary for presenting information about financial institutions in the input form. At each financial institution, the branches may change due to new branch openings, mergers, etc. Furthermore, as a more significant change, the financial institutions themselves may be newly created or changed. Therefore, if the bank information server 92 does not provide the latest information to the bank form creation server 1, there is a possibility that transactions using the forms cannot be carried out appropriately. Thus, the bank information server 92 is updated regularly (for example, every one week to several months) to include the latest financial institution information.

[0031] Figure 2 is a diagram for explaining the functional configuration of the bank form creation server 1. As shown in Figure 2, the bank form creation server 1 includes a creation request acquisition unit 11, a form basic information acquisition unit 12, an input form presentation unit 13, an input information acquisition unit 15, a two-dimensional code generation unit 16, a print form information creation unit 17, a related information output unit 18, and a print form information output unit 19. Note that the input form presentation unit 13 includes a bank branch information presentation unit 14.

[0032] FIG. 3 is a diagram showing an example of the hardware configuration of a computer 110 used in the bank form creation server 1. For example, the computer 110 has a control circuit 100. In one example, the control circuit 100 includes one or more processors 101, a memory 102, a storage 103, a communication port 104, and an input / output port 105. The processor 101 executes an operating system and application programs. The storage 103 is composed of a storage medium such as a hard disk, a non-volatile semiconductor memory, or a removable medium (e.g., a magnetic disk, an optical disk, etc.), and stores the operating system and application programs. The memory 102 temporarily stores programs loaded from the storage 103 or calculation results by the processor 101. The processor 101 functions as individual functional modules by executing programs in cooperation with the memory 102. The communication port 104 performs data communication with other devices via the communication network NW according to commands from the processor 101. The input / output port 105 executes input / output of electrical signals with input / output devices (user interfaces) such as a keyboard, a mouse, a monitor, and a touch panel according to commands from the processor 101.

[0033] Note that the bank form creation server 1 may be composed of a plurality of computers 110. Also, when the bank form creation server 1 is composed of a plurality of computers 110, the plurality of computers 110 may be distributed, and they may be connected to each other via the communication network NW.

[0034] Returning to FIG. 2, each part of the bank form creation server 1 will be described.

[0035] The creation request acquisition unit 11 has a function of acquiring a form creation request from the user. The user may request the creation of a form from the bank form creation server 1 by operating the user terminal 2. At this time, the user terminal 2 may request the creation of a form from the bank form creation server 1 after specifying the type of bank form to be created. Further, the bank form creation server 1 may present an input form for receiving a form creation request from the user to the user.

[0036] The form basic information acquisition unit 12 acquires information necessary for form creation from the information held in the form basic information server 91 based on a request from the user. As described above, the necessary information differs according to the type of form. Therefore, the form basic information acquisition unit 12 acquires information necessary for form creation from the form basic information server 91 according to the user's request. In the form basic information server 91, for each form that may be created, information specifying the type of form and the types of information to be acquired from the user for each form (for example, information specifying the lectures to be handled, withdrawal / deposit amounts, etc.) may be associated and held.

[0037] The input form presentation unit 13 has a function of presenting an input form to the user so that information can be acquired from the user terminal 2 based on the information acquired by the form basic information acquisition unit 12 from the form basic information server 91. Based on the information acquired from the form basic information server 91, the information to be acquired from the user is determined, so the input form may be predetermined for each type of form. Note that the input form may be presented to the user terminal 2 as, for example, a web page. That is, the URL of the web page constituting the input form is transmitted to the user terminal 2, and the user terminal 2 accesses the web page specified by the URL to acquire information related to the input form, and input to the input form becomes possible at the user terminal 2.

[0038] Depending on the type of form, it may be necessary to specify the bank account to be transacted. For example, when making deposits / withdrawals with a default account, it is necessary to identify the account. Also, when identifying an account, it is necessary to identify the bank and branch where the account was created.

[0039] Therefore, the input form presentation unit 13 uses the bank branch information presentation unit 14 to obtain information related to financial institutions from the financial information server 92 and presents options for the financial institutions that are the transaction counterparts to the user. The user selects the financial institution and branch that are the transaction counterparts from among the financial institutions shown in the input form.

[0040] The input information acquisition unit 15 has a function of acquiring information input by the user. The acquired information can be used for generating two-dimensional codes and creating forms. Note that the input information acquisition unit 15 may acquire the information input by the user using the input form as input information, but other methods may also be used. As an example, it may be configured such that information transmitted to the user terminal 2 created by the related information output unit 18 described later is uploaded by the user terminal 2 to the bank form creation server 1 to acquire information corresponding to the information input by the user. Note that in the bank form creation server 1, the information input by the user is not stored long-term in the server itself and is discarded after a series of processes related to form creation described later are completed.

[0041] The two-dimensional code generation unit 16 has a function of generating a two-dimensional code based on the information acquired by the input information acquisition unit 15 and the like. The type of two-dimensional code is not particularly limited as long as it is a code that can be read by financial institutions. As an example, as the two-dimensional code, a two-dimensional code standardized in JIS X 0510:2004 can be used. Note that the type of two-dimensional code to be adopted can be selected according to the type of device for reading two-dimensional codes by financial institutions.

[0042] In addition, the information included in the two-dimensional code may also include, for example, information used for creating forms obtained from the form basic information server 91 and the like, which is the information acquired by the input information acquisition unit 15. Further, information related to the information acquired by the input information acquisition unit 15 may be included in the two-dimensional code. The information to be included in the two-dimensional code may vary depending on the financial institution that uses the form (i.e., the financial institution that reads the two-dimensional code). Therefore, the information to be included in the two-dimensional code and the like can be set according to the request from the financial institution.

[0043] The form information creation unit 17 for printing has a function of creating form information for the user to print and use based on the information acquired by the input information acquisition unit 15 and the two-dimensional code generation unit 16. The information obtained from the form basic information server 91 includes information specifying the layout of the form for printing. Therefore, the form information creation unit 17 for printing creates a form for printing based on the layout.

[0044] The related information output unit 18 has a function of transmitting, in response to a request from the user (user terminal 2), the information acquired by the input information acquisition unit 15, the information used in the form information creation unit 17 for printing, etc., to the user terminal 2 as "related information". At this time, the related information output from the related information output unit 18 may be processed into a state where it can only be used by the bank form creation server 1 (for example, a state where it cannot be decoded without using a specific logic, encrypting processing using a specific logic, etc.), and the processed data file may be transmitted to the user terminal 2.

[0045] In addition, when the related information output unit 18 outputs information acquired by the input information acquisition unit 15, information used in the printed form information creation unit 17, etc. as related information, for example, information used for creating a plurality of forms may be summarized and output as related information. As an example, assume that the user terminal 2 attempts to repeatedly create a plurality of the same type of forms. In this case, after all the creation of the printed form information related to the plurality of forms is completed, a list summarizing the information acquired from the user terminal 2 during the creation of these form information may be created by the related information output unit 18. Also, individual files may be generated for each of the plurality of pieces of related information, and a configuration may be adopted in which the plurality of data files are transmitted at once.

[0046] The printed form information output unit 19 has a function of transmitting the form information created by the printed form information creation unit 17 to the user terminal 2. After the form information transmitted from the printed form information output unit 19 is received at the user terminal 2, it becomes a paper form that can be carried by the user, for example, by being printed by the printer 21.

[0047] An example of the bank form created by the bank form creation server 1 is shown in FIG. 4. FIG. 4 shows a transfer request form D1 to another bank, which is an example of a bank form. The transfer request form D1 includes a bank name D11, a branch name D12, a deposit type and account number D13, an account name D14, a transfer amount D15, a fee D16, and requester information (contact information) D17. Among these, the fee D16 can be calculated according to the transfer amount input by the user. As an example, the calculation method of the fee is included in the basic information related to the transfer request form acquired from the form basic information server 91.

[0048] Also, in the transfer request form D1, based on the information of the bank described in the transfer destination bank name D11, it may be specified whether the transfer destination is "self-bank" or "other bank", and this may be displayed. The transfer request form D1 shown in FIG. 4 includes a display D18 indicating that it is a request form for transferring to another bank, i.e., "for another bank".

[0049] Thus, the content to be displayed can be changed according to the type of the form D.

[0050] [Method for creating form] Next, with reference to FIG. 5, a method for creating a bank form by the bank form creation server 1 will be described.

[0051] First, in step S01, the user operates the user terminal 2 to request form creation in a state where the form to be created is specified.

[0052] In step S02, a form creation request is sent from the user terminal 2 to the bank form creation server 1. In the bank form creation server 1, the creation request acquisition unit 11 acquires the request from the user terminal 2.

[0053] In step S03, the form basic information acquisition unit 12 of the bank form creation server 1 acquires information (form basic information) necessary for creating the form requested from the user terminal 2 from the form basic information server 91.

[0054] In step S04, the input form presentation unit 13 of the bank form creation server 1 presents an input form so that the user can input information based on the information related to the form (form basic information) acquired by the form basic information acquisition unit 12.

[0055] In step S05, information is input into the input form by the user terminal 2. In this operation, the user terminal 2 selects a financial institution related to the transaction. At that time, in step S06, the bank branch information presentation unit 14 of the bank form creation server 1 acquires information related to the financial institution (for example, information related to the bank and the branch) from the bank information server 92 and presents it to the user (user terminal 2) in the input form. By steps S05 and S06, information necessary for creating the form is input from the user terminal 2. Note that, as described above, instead of inputting information using the input form, information corresponding to the information to be input into the input form may be uploaded from the user terminal 2. Also, a configuration may be adopted in which information is input into the input form using information upload.

[0056] In step S07, the input information acquisition unit 15 of the bank statement creation server 1 acquires the information input by the user.

[0057] In step S08, the two-dimensional code generation unit 16 of the bank statement creation server 1 generates a two-dimensional code based on the information input by the user and the like.

[0058] FIG. 6 shows the procedure for generating a two-dimensional code. As shown in FIG. 6, first, in step S21, the two-dimensional code generation unit 16 acquires information specifying the types of information to be included in the two-dimensional code from the statement information. Next, in step S22, the two-dimensional code generation unit 16 selects the information to be included in the two-dimensional code from the input information (information acquired from the user terminal 2). Thereafter, in step S23, the two-dimensional code generation unit 16 creates a two-dimensional code corresponding to the selected information. Thereby, the two-dimensional code specified in the statement information is generated.

[0059] Returning to FIG. 5, in step S09, the print statement information creation unit 17 of the bank statement creation server 1 creates print statement information for transmission to the user terminal 2.

[0060] In step S10, the print statement information output unit 19 of the bank statement creation server 1 transmits the print statement information created in step S09 to the user terminal 2.

[0061] Figure 7 shows the procedure for creating form information for printing. As shown in Figure 7, first, as step S31, the form information creation unit 17 for printing arranges input information, two-dimensional codes, etc. with respect to the input information and the display position (layout within the data) of the two-dimensional code specified in the form information for printing based on the basic form information. Next, as step S32, the form information creation unit 17 for printing arranges the fee information, bank number, etc. at the specified positions. The fee information, bank number, etc. are information obtained not from the user terminal 2 but from within its own server or other servers (such as the bank information server 92). When including these pieces of information in the form information for printing, the form information creation unit 17 may perform calculations, information transmission and reception, etc. as necessary.

[0062] Next, as step S33, the form information creation unit 17 for printing changes the description of "own bank" or "other bank" according to the financial institution of the transaction partner described in the form. As an example, when handling the transfer request form shown in Figure 4 at a financial institution, the content of the clerical work may change depending on whether it is a transfer process to an account of one's own bank or a transfer process to an account of another bank. Therefore, when handling forms printed within a financial institution, it is more convenient to be able to easily distinguish whether it is a form related to one's own bank or a form related to another bank. For this reason, the form information creation unit 17 for printing may be configured to change the description content so that "own bank" and "other bank" are clearly distinguished when printed, considering the financial institution of the transaction partner described in the form. Note that as a method of distinguishing "own bank" and "other bank", here the printed content is changed, but for example, methods such as changing the layout of the form or changing the color of the form when printing may be selected. Thus, the method of distinguishing "own bank" and "other bank" is not particularly limited.

[0063] The form information for printing is created by the above series of processes. Then, as step S34, the form information for printing is output (corresponding to step S10).

[0064] Returning to step S11 in FIG. 5, the related information output unit 18 of the bank document creation server 1 transmits related information including information input by the user terminal 2 using an input form to the user terminal 2 in response to a request from the user terminal 2. This step S11 may be performed in response to a request from the user terminal 2. Also, the bank document creation server 1 may be configured not to perform this step S11. The order of steps S10 and S11 may be changed.

[0065] Furthermore, when outputting multiple pieces of form information for printing and then outputting related information related to multiple forms, for example, the processes of steps S01 to S10 are repeated and then the process of step S11 is performed. In order to realize such a process, for example, a button or the like may be provided in the input form for receiving an instruction from the user terminal 2 to the effect that the related information is to be output collectively.

[0066] In step S12, the user operates the user terminal 2 to print, for example, the information acquired from the bank document creation server 1 on the printer 21 connected to the user terminal 2. This allows the user to handle paper documents.

[0067] In step S13, the bank form creation server 1 erases the information acquired from the user terminal 2. The information acquired from the user terminal 2 may include personal information, etc., at least in part. Therefore, in order to enhance security, the bank form creation server 1 does not retain the information acquired from the user terminal 2, but erases it when a series of processes are completed. The erasure may be triggered, for example, by the timing when browsing of a web page related to the creation of a form is completed on the user terminal 2. Alternatively, the input information may be erased when a specific process, such as providing the user with form information for printing (step S10) or providing input information (step S11), is completed.

[0068] [Effect] As described in the above embodiments, according to the bank form creation server 1 as a form creation device, a two-dimensional code is generated based on the input information acquired from the user terminal and is included in the form information for printing. Therefore, a financial institution that actually handles the form after the user prints it can use the two-dimensional code to read the input information and the like. Accordingly, misinput of the information described in the form can be reduced in the financial institution. Further, in the above bank form creation server 1, information related to a financial institution in which a transaction may be performed in the financial institution is held, and information related to the financial institution is acquired from the bank information server 92 as a financial institution information server in which the information is periodically updated, and is presented to the user terminal using the input form. Therefore, since more accurate information can be handled regarding the information related to the financial institution that can be a transaction partner, the risk of misinput and the like is further reduced.

[0069] Further, in the bank form creation server 1, the input information acquired from the user terminal 2 is deleted from the own device after the creation of the form information for printing. By adopting such a configuration, since the input information including confidential information such as personal information is deleted from the bank form creation server 1 after the creation of the form information for printing, the form information for printing can be created in a highly secure state. Further, since it is not necessary to manage the input information in the bank form creation server 1 itself, new installation of the device is easy and it is not necessary to increase the information management level in the device.

[0070] Further, in the bank form creation server 1, related information which is information related to the creation of the form including the input information can be transmitted to the user terminal 2. By adopting such a configuration, the user terminal 2 can acquire the related information related to the creation of the form including the input information and use it for the next form creation. Therefore, the burden of the input operation and the like in the user terminal 2 can be reduced. Further, by reducing the input operation in the user terminal 2, it is also possible to prevent misinput in the form.

[0071] The related information may include information related to the creation of a plurality of forms. In such a configuration, when creating a plurality of forms continuously on the user terminal 2, the manageability of the related information can be improved. Specifically, for example, when generating the related information of a plurality of forms individually, a plurality of files exist on the user terminal 2, and handling may become complicated. On the other hand, by adopting a configuration in which the related information of a plurality of forms is put together, it becomes easier to manage on the user terminal 2.

[0072] The input information includes information related to the transaction amount, and the printed form information creation unit 17 may create printed form information including the fee information calculated corresponding to the transaction amount included in the input information. With such a configuration, the printed form information is created in a state including the fee information calculated corresponding to the transaction amount included in the input information. Therefore, in a financial institution using the form after printing, operations such as fee confirmation can be performed efficiently.

[0073] Also, the input information includes information for identifying the financial institution of the counterparty, and the printed form information creation unit 17 may create printed form information including information for identifying whether it is a self-addressed transaction or a third-party addressed transaction based on the information for identifying the financial institution of the counterparty included in the input information. With such a configuration, the printed form information is created in a state including information for identifying whether it is a self-addressed transaction or a third-party addressed transaction. Therefore, in a financial institution using the form after printing, operations corresponding to the financial institution of the counterparty can be performed efficiently.

[0074] [Modification Example] As described above, the present disclosure is not necessarily limited to the above-described embodiments, and various changes are possible without departing from the gist thereof.

[0075] For example, although the case where the above-described bank form creation server 1 and the form basic information server 91 are separate devices has been described, a configuration may be adopted in which the information held by the form basic information server 91 is managed in the bank form creation server 1. Similarly, a configuration may be adopted in which the information held by the bank information server 92 is held in the bank form creation server 1.

[0076] Further, the bank statement creation server 1 may be connected to a printer and configured such that the statement information for printing can be printed on the bank statement creation server 1 side. Also, the printer for printing the statement information for printing may be connected to, for example, a device different from the bank statement creation server 1 and the user terminal 2.

[0077] Also, the information included in the form D is not limited to that described in the above embodiment, and various pieces of information can be combined. Also, the type of the form D can be appropriately changed. Further, in the bank statement creation server 1, in addition to the above calculation of the handling fee and the change of the display addressed to the own bank / other bank, information to be included in the form D may be generated after performing various processes.

Explanation of Reference Numerals

[0078] 1... Bank statement creation server, 2... User terminal, 3... Bank, 11... Creation request acquisition unit, 12... Statement basic information acquisition unit, 13... Input form presentation unit, 14... Bank branch information presentation unit, 15... Input information acquisition unit, 16... Two-dimensional code generation unit, 17... Statement information for printing creation unit, 18... Related information output unit, 19... Statement information for printing output unit, 21... Printer, 91... Statement basic information server, 92... Bank information server.

Claims

1. A form creation device for creating form information for printing related to forms used in transactions at a financial institution, comprising: an input form presentation unit that presents an input form for acquiring input information to be input in the form to the user terminal, the input information being acquirable from a user terminal capable of communicating with the form creation device via a communication network; a two-dimensional code generation unit that generates a two-dimensional code based on the input information acquired from the user terminal; a print form information creation unit that creates print form information including the input information and the two-dimensional code; a print form information output unit that transmits the print form information to the user terminal; and configured to input information into the input form based on an upload of information from the user terminal, wherein the input form presentation unit acquires information related to the financial institution from a financial institution information server that holds information related to the financial institution where a transaction may be conducted at the financial institution and whose information is periodically updated, and includes the information related to the financial institution in the input form and presents it to the user terminal. A form creation device.

2. The form creation device according to claim 1, wherein the input information acquired from the user terminal is deleted from the device itself after the creation of the print form information.

3. The form creation device according to claim 1 or 2, which transmits related information, which is information related to the creation of the form including the input information, to the user terminal.

4. The form creation device according to claim 3, wherein the related information includes information related to the creation of a plurality of the forms.

5. The input information includes information related to the transaction amount, and the print form information creation unit creates the print form information including fee information calculated corresponding to the transaction amount included in the input information. The form creation device according to any one of claims 1 to 4.

6. The input information includes information for identifying the financial institution of the transaction partner, and the print form information creation unit creates the print form information including information for identifying whether it is a self-addressed transaction or a transaction addressed to another bank based on the information for identifying the financial institution of the transaction partner included in the input information. The form creation device according to any one of claims 1 to 5.

7. A program for causing a computer to function as a form creation device for creating form information for printing related to forms used in transactions at a financial institution, A step of presenting an input form for acquiring input information input in the form to a user terminal capable of communicating with the form creating device via a communication network; A step of generating a two-dimensional code based on the input information acquired from the user terminal; A step of creating print form information including the input information and the two-dimensional code; A step of transmitting the print form information to the user terminal; A step of inputting information into the input form based on the upload of information from the user terminal; To be executed by a computer, In the step of presenting the input form to the user terminal, information related to a financial institution in which a transaction may be conducted at the financial institution is held, and information related to the financial institution is acquired from a financial institution information server whose information is updated periodically and included in the input form and presented to the user terminal, program.

Citation Information

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