Report creation support system, report creation support method, and program
The form creation support system enhances template creation efficiency by using a generation AI system to set input methods, reducing workload and storage costs through automated input method setting and digitization.
Patent Information
- Application Number
- JP2025083531
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Filing Date
- 2025-05-19
- Publication Date
- 2025-12-04
- Estimated Expiration
- 2045-05-19
AI Technical Summary
Existing technologies lack efficiency in creating templates for form files, particularly in digitizing and managing form data across multiple locations, leading to increased workload and storage costs.
A form creation support system that utilizes a generation AI system to set input methods for input fields in form files, converting file formats, and storing templates efficiently.
Improves the efficiency of template creation and reduces the workload and storage costs by automating the input method setting process and digitizing form files.
Smart Images

Figure 0007780230000001_ABST
Abstract
Description
[Technical Field]
[0001] The present invention relates to a form creation support system, a form creation support method, and a program. [Background technology]
[0002] Technologies related to the digitization of forms have been proposed. Patent Document 1 discloses a form data storage management system that can reduce the amount of data stored at each location when form data is digitized and stored at multiple locations. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] Japanese Patent Application Laid-Open No. 2001-283141 Summary of the Invention [Problem to be solved by the invention]
[0004] The present invention provides a form creation support system and the like that can improve the efficiency of creating templates for form files. [Means for solving the problem]
[0005] A form creation support system according to one embodiment of the present invention includes an acquisition unit that acquires a form file, a creation unit that creates a template, which is a form file in which the input method is set in the input field by requesting a generation AI (Artificial Intelligence) system to set the input method for the input field in the acquired form file, and a storage unit that stores the created template.
[0006] A form creation support method according to one embodiment of the present invention is a form creation support method executed by an information terminal that communicates with the form creation support system, and includes a step of instructing the form creation support system to request the generation AI system to set an input method for the input field in the form file based on a first operation by a user, and a step of instructing the form creation support system to store the created template in the memory unit based on a second operation by the user.
[0007] A form creation support method according to one aspect of the present invention is a form creation support method executed by a computer system, and includes an acquisition step of acquiring a form file, a creation step of requesting a generation AI system to set an input method for an input field in the acquired form file, thereby creating a template that is the form file in which the input method is set for the input field, and a storage step of storing the created template in a storage unit.
[0008] A program according to one aspect of the present invention is a program for causing the computer system to execute the form creation support method. [Effects of the Invention]
[0009] The form creation support system etc. of the present invention can improve the efficiency of creating templates for form files. [Brief explanation of the drawings]
[0010] [Figure 1] FIG. 1 is a block diagram showing the functional configuration of a form creation support system according to an embodiment. [Figure 2] FIG. 2 is a sequence diagram of a first operation example of the form creation support system according to the embodiment. [Figure 3] FIG. 3 is a diagram showing an example of the template creation screen on which the second form file is displayed. [Figure 4] FIG. 4 is a sequence diagram of a second operation example of the form creation support system according to the embodiment. [Figure 5] FIG. 5 is a diagram showing an example of an input screen on which a template is displayed. [Figure 6] FIG. 6 is a sequence diagram of a third operation example of the form creation support system according to the embodiment. [Figure 7] FIG. 7 is a diagram for explaining input field information. DETAILED DESCRIPTION OF THE INVENTION
[0011] Hereinafter, the embodiments will be described in detail with reference to the drawings. Note that the embodiments described below are all comprehensive or specific examples. The numerical values, shapes, materials, components, component placement and connection forms, steps, and step order shown in the following embodiments are merely examples and are not intended to limit the present invention. Furthermore, among the components in the following embodiments, components not recited in independent claims will be described as optional components.
[0012] It should be noted that the drawings are schematic diagrams and are not necessarily strict illustrations. In addition, in the drawings, substantially the same components are denoted by the same reference numerals, and overlapping descriptions may be omitted or simplified.
[0013] (Embodiment) [composition] First, the configuration of a form creation support system according to an embodiment will be described. Fig. 1 is a block diagram showing the functional configuration of a form creation support system according to an embodiment.
[0014] The form creation support system 10 shown in Fig. 1 is a system that can support the creation of forms by companies or sole proprietors (hereinafter also referred to as companies, etc.). The form here has a broad meaning and refers to all documents related to the management activities of companies, etc.
[0015] For example, in a company such as a construction company, after a field worker fills out necessary information on a paper form at a construction site, an office worker re-enters the contents of the paper form into a PC (an electronic file for spreadsheets). According to the form creation support system 10, when a field worker enters necessary information into an information terminal 20 such as a smartphone at the construction site, the form file is saved in the server system 30. This allows the company to eliminate the need for office workers to re-enter the contents of the paper form into a PC, thereby reducing the working hours of the office worker.
[0016] Furthermore, in the form creation support system 10, forms are stored as electronic files rather than on paper, allowing companies to reduce the space required to store paper forms and the costs of managing paper forms.
[0017] Specifically, the form creation support system 10 includes a plurality of information terminals 20, a server system 30, a file conversion system 40, and a generation AI (Artificial Intelligence) system 50. Note that the form creation support system 10 may be a system equivalent to the server system 30, and in this case, the form creation support system 10 does not necessarily include the plurality of information terminals 20, the file conversion system 40, and the generation AI system 50.
[0018] The information terminal 20 is an information terminal used by an employee of a company or the like (hereinafter also referred to as a user) to access the server system 30. The information terminal 20 is, for example, a portable information terminal such as a smartphone or a tablet terminal, but may also be a stationary information terminal such as a personal computer. The information terminal 20 includes an operation reception unit 21, a display unit 22, an information processing unit 23, a storage unit 24, and a communication unit 25.
[0019] The operation reception unit 21 receives operations from the user. The operation reception unit 21 is realized by, for example, a touch panel, but may also be realized by a mouse, a keyboard, or the like.
[0020] The display unit 22 displays an image and is realized by a display panel such as a liquid crystal panel or an organic EL (Electro Luminescence) panel.
[0021] The information processing unit 23 performs processing such as displaying an image on the display unit 22 in response to an operation received by the operation receiving unit 21. The information processing unit 23 is realized, for example, by a microcomputer, but may also be realized by a processor. The functions of the information processing unit 23 are realized, for example, by the microcomputer or processor constituting the information processing unit 23 executing a computer program stored in the storage unit 24.
[0022] The storage unit 24 is a storage device that stores computer programs and the like executed by the information processing unit 23. The computer programs stored in the storage unit 24 include a browser and a dedicated application program (hereinafter also referred to as an app) that allow the information terminal 20 to access the server system 30. The storage unit 24 is realized by, for example, a semiconductor memory.
[0023] The communication unit 25 is a communication circuit (communication module) that enables the information terminal 20 to communicate with the server system 30 via the wide area communication network 60. The communication unit 25 is, for example, a wireless communication circuit that performs wireless communication, but may also be a wired communication circuit that performs wired communication. There are no particular limitations on the communication standard of the communication performed by the communication unit 25.
[0024] The server system 30 is a system that provides a form creation support service and a form storage (management) service. The server system 30 is realized by one or more server devices (cloud servers). Specifically, the server system 30 includes a communication unit 31, an information processing unit 32, and a storage unit 33.
[0025] The communication unit 31 is a communication circuit (communication module) that enables the server system 30 to communicate with multiple information terminals 20, the file conversion system 40, and the generation AI system 50 via a wide area communication network 60 such as the Internet. The communication unit 31 is, for example, a wired communication circuit that performs wired communication, but may also be a wireless communication circuit that performs wireless communication. There are no particular limitations on the communication standard used for communication by the communication unit 31.
[0026] The information processing unit 32 performs information processing related to support for creating forms and saving forms. The information processing unit 32 is realized, for example, by a microcomputer, but may also be realized by a processor. The information processing unit 32 includes, as functional components, an acquisition unit 34, a creation unit 35, and an output unit 36. The functions of the acquisition unit 34, the creation unit 35, and the output unit 36 are realized, for example, by a microcomputer or a processor (hardware) constituting the information processing unit 32 executing a computer program (software) stored in the storage unit 33.
[0027] The storage unit 33 is a storage device that stores information necessary for the above information processing, such as the computer program executed by the information processing unit 32. The storage unit 33 is realized by, for example, an HDD (Hard Disk Drive), but may also be realized by a semiconductor memory.
[0028] The file conversion system 40 is a system that converts the file format of electronic form files (hereinafter also referred to as form files). The file conversion system 40 is realized by one or more server devices (cloud servers). The file conversion system 40 converts form files in a file format for spreadsheet software, such as Excel (registered trademark) files, into form files in a file format for screen display, such as HTML files.
[0029] The generation AI system 50 determines the input type to be set in the input field of the form file in response to a request (request) from the server system 30. Hereinafter, determining the input type to be set in the input field of the form file will also be referred to as setting the input type in the input field. The input type is an example of an input method, and can be rephrased as an input rule, an input form, or input logic. For example, when the input type "character input" is set in an input field, the input field becomes an input field in which characters can be entered. If the input content in the input field is appropriately restricted by setting the input type, the user's effort in entering data in the input field is reduced.
[0030] The generative AI system 50 is realized by one or more servers (cloud servers). This server is realized by a general-purpose generative AI server equipped with so-called generative AI. The generative AI system 50 may be customized specifically for the form creation support system 10 using fine tuning or RAG (Retrieval-Augmented Generation) technology. If the generative AI system 50 is customized specifically for the form creation support system 10, the probability (accuracy) of setting an appropriate input type in an input field can be improved.
[0031] [Example 1: Template creation example 1] The form creation support system 10 can create a form template by directly using a first form file in a file format for existing spreadsheet software used by a company. The operation of creating such a template (Operation Example 1) will be described below. Figure 2 is a sequence diagram of Operation Example 1 of the form creation support system 10.
[0032] The information processing unit 23 of the information terminal 20 displays a template creation screen for creating a form template on the display unit 22 (S11). To display the template creation screen, the operation reception unit 21 receives a predetermined operation from a user (an employee of a company, etc.), and the communication unit 25 communicates with the server system 30 as necessary, although this is not shown in the figure. At this point, no form file is displayed on the template creation screen.
[0033] Next, the information processing unit 23 communicates with the server system 30 using the communication unit 25 to transmit (upload) the first form file to the server system 30 (S12). The first form file is a form file in a file format for spreadsheet software that has been stored in advance in the storage unit 24. In order to transmit the first form file to the server system 30, the operation receiving unit 21 receives an operation from the user to instruct uploading of the first form file, although this point is not shown in the drawing.
[0034] The communication unit 31 of the server system 30 receives the first form file, and the acquisition unit 34 acquires the received first form file (S13). The output unit 36 communicates with the file conversion system 40 using the communication unit 31, and outputs (transmits) a file format conversion request for the acquired first form file to the file conversion system 40 (S14). The conversion request includes the first form file itself.
[0035] The file conversion system 40 converts the file format of the first form file included in the conversion request from a file format for spreadsheet software to a file format for screen display (S15). The file conversion system 40 transmits a second form file, which is the first form file whose file format has been converted, to the server system 30 (S16). Note that the appearance of the visualized second form file is substantially identical to the appearance of the first form file when opened in the spreadsheet software.
[0036] The communication unit 31 of the server system 30 receives the second form file, and the acquisition unit 34 acquires the received second form file (S17). The output unit 36 communicates with the information terminal 20 using the communication unit 31, thereby outputting (transmitting) the acquired second form file to the information terminal 20 (S18). The processing of step S18 is performed to display the acquired second form file on the information terminal 20.
[0037] The communication unit 25 of the information terminal 20 receives the second form file. The information processing unit 23 displays the second form file on the template creation screen (S19). Figure 3 is a diagram showing an example of the template creation screen on which the second form file is displayed.
[0038] Next, the information processing unit 23 communicates with the server system 30 using the communication unit 25 to send a request to save the form template to the server system 30 (S20). The form template is, for example, a file in which an input type is set in a second form file. The request to save the template is sent, for example, after the operation receiving unit 21 receives a predetermined operation from the user, but this point is not shown in the figure. The predetermined operation here includes an operation to select an input type to set in an input field, and an operation to instruct the creation (save) of a template.
[0039] Input types that can be set in the input fields include character input, numeric input, date input, date and time input, drop-down list, check box, seal input, and image attachment. The user selects the input type to set in the input field from the input type options displayed on the template creation screen. As will be described in Operation Example 3 below, the user can also request the form creation support system 10 (server system 30) to automatically set the input type.
[0040] The communication unit 31 of the server system 30 receives a request to save a template. The creation unit 35 creates a template based on the received request to save a template, and saves (stores) the created template in the storage unit 33 (S21). At this time, the creation unit 35 associates input field correspondence information and a first form file, which is the original file of the template, with the template and stores them in the storage unit 33. The input field correspondence information is information that indicates the correspondence between the positions of input fields in the first form file and the positions of input fields in the second form file (template). Specifically, the positions of the input fields are represented by coordinates or the like. The input field correspondence information is used in step S37 of operation example 2, which will be described later. Note that multiple templates can be saved by setting names.
[0041] As described above, the form creation support system 10 can create a form template by using the existing first form file that a company is using as is.
[0042] [Example 2: Creating a report file] Next, an operation for creating a form file using the above-described form template (operation example 2) will be described. Fig. 4 is a sequence diagram of operation example 2 of the form creation support system 10. Note that the following describes an example in which the form creation support system 10 is used in a construction company or the like. Specifically, the following describes an example in which a field worker at a construction site or other site creates a form file using information terminal 20a, and an office worker downloads the form file using information terminal 20b in the office.
[0043] The information processing unit 23 of the information terminal 20a displays an input screen for inputting data into a form template on the display unit 22 (S31). To display the input screen, the operation reception unit 21 receives a predetermined operation from the field worker, and the communication unit 25 communicates with the server system 30 as necessary, although this is not shown in the figure. At this point, no template is displayed on the input screen.
[0044] The output unit 36 of the server system 30 communicates with the information terminal 20a using the communication unit 31 to output (transmit) the template to the information terminal 20a (S32). The processing of step S32 is performed to display the template on the information terminal 20a.
[0045] The communication unit 25 of the information terminal 20a receives the template from the server system 30. As described above, the template is a second form file in which an input type is set. In order to receive the template from the server system 30 in step S32, the operation reception unit 21 receives an operation from the user to select a template, and the communication unit 25 communicates with the server system 30 as necessary, although this is not shown in the figure.
[0046] The information processing unit 23 displays the template on the input screen (S33). Fig. 5 is a diagram showing an example of the input screen on which the template is displayed. As shown in Fig. 5, the template displayed on the input screen looks similar to the display screen of spreadsheet software for opening the first form file, so the user can intuitively input data in the same way as when editing an existing first form file.
[0047] 5 is displayed, the field worker performs a data input operation, and the operation reception unit 21 receives the input operation (S34). The field worker inputs data into each input field according to the input type set for that input field.
[0048] When the user inputs data and the form file is completed, the information processing unit 23 communicates with the server system 30 using the communication unit 25 to send a request to save the form file to the server system 30 (S35). The request to save the form file includes the data entered in the input fields of the template. The request to save the form file is sent, for example, after the operation receiving unit 21 receives a predetermined operation from the user, although this point is not shown in the drawing.
[0049] The communication unit 31 of the server system 30 receives the save request for the form file, and the acquisition unit 34 acquires the data entered in the input fields of the template, which is included in the received save request (S36). In other words, the acquisition unit 34 acquires the data entered in the input fields of the second form file for which the input type is set, and which has been entered by the information terminal 20a (more specifically, by the field worker who is the user of the information terminal 20a).
[0050] The creation unit 35 creates a first form file into which the data acquired in step S36 is input, and saves (stores) the created first form file in the storage unit 33 (S37). Specifically, the creation unit 35 reads from the storage unit 33 the first form file (the original file of the template acquired in step S13) and the input field correspondence information stored in the storage unit 33 in step S21. The first form file and the input field correspondence information here are those that were associated with the template and stored in the storage unit 33 in step S21 of Operation Example 1. Next, the creation unit 35 identifies, based on the input field correspondence information, into which input field of the first form file the data acquired in step S36 should be input. The creation unit 35 can create a first form file into which the data has been input by inputting data into the identified input field, and save the first form file in the storage unit 33.
[0051] In step S37, a second form file into which data has been input may be stored in the storage unit 33 in addition to the first form file into which data has been input.
[0052] Thereafter, the information processing unit 23 of the information terminal 20b communicates with the server system 30 using the communication unit 25 to send an output request for the first form file into which the data has been input (the completed first form file) to the server system 30 (S38). In order to send the output request to the server system 30, the operation receiving unit 21 receives a predetermined operation from the office worker, although this is not shown in the drawing.
[0053] The communication unit 31 of the server system 30 receives a request to output the first form file. The output unit 36 reads the first form file, into which data has been input, stored in the storage unit 33, and outputs (transmits) the read first form file to the information terminal 20b by communicating with the information terminal 20b using the communication unit 31 (S39). Combining the processes of steps S37 and S39 described above, it can also be considered that the output unit 36 outputs the first form file, into which data has been input in the input fields, based on the first form file acquired in step S13, the data acquired in step S36, and the input field correspondence information stored in the storage unit 33 in step S21.
[0054] The communication unit 25 of the information terminal 20b receives the first form file. In this way, the office worker can download the first form file into which the data has been input.
[0055] It has been explained that the creation of the first form file with data entered in the input fields is performed in step S37. However, in step S37, the template (second form file) with data entered in the input fields may be saved, and the creation of the first form file with data entered in the input fields may be performed in step S39 in response to an output request.
[0056] It is also possible to download the first form file to the information terminal 20a instead of the information terminal 20b. In other words, the processes of steps S38 and S39 may be interpreted as processes performed between the information terminal 20a and the server system 30.
[0057] As described above, in the form creation support system 10, when a field worker inputs necessary information (data) into the information terminal 20a, the first form file is saved in the server system 30. This allows companies to eliminate the need for clerical workers to re-enter the contents of paper forms into a PC, thereby reducing the working hours of clerical workers.
[0058] In addition, in the report creation support system 10, the first report file (electronic file) is stored instead of paper, so companies can reduce the space required to store paper documents and the costs of managing paper documents.
[0059] Furthermore, when attempting to input data from the information terminal 20 on the web into a first report file in a file format for spreadsheet software, initial settings such as installing a plug-in may be required on the information terminal 20. The initial settings are time-consuming for the user.
[0060] In contrast, the report creation support system 10 can omit the above-mentioned initial settings by transferring data entered into a second report file in a file format for screen display to a first report file using input field correspondence information.
[0061] [Example 3: Template creation example 2] In creating the template described in Operation Example 1, the input type was manually set in the input field of the second form file, but the user can request the form creation support system 10 to automatically set the input type. Such a template creation operation (Operation Example 3) will be described below. Figure 6 is a sequence diagram of Operation Example 3 of the form creation support system 10.
[0062] The processing of steps S11 to S18 is the same as in operation example 1, and therefore detailed description thereof will be omitted. After step S18, the communication unit 25 of the information terminal 20 receives the second form file. The information processing unit 23 displays the second form file as shown in FIG. 3 on the template creation screen (S19).
[0063] Next, the information processing unit 23 communicates with the server system 30 using the communication unit 25, thereby transmitting an automatic setting instruction to the server system 30 to instruct automatic setting of the input type for the input field of the second form file (S41). The automatic setting instruction is transmitted, for example, when the operation receiving unit 21 receives a user operation on the automatic setting button 22a in Fig. 3, but this point is not shown in Fig. 6.
[0064] The communication unit 31 of the server system 30 receives the automatic setting instruction. Based on the received automatic setting instruction, the creation unit 35 communicates with the generation AI system 50 using the communication unit 31 to send a setting request to the generation AI system 50 requesting setting of the input type for the input field of the second form file (S42).
[0065] The setting request (in other words, a prompt) includes, for example, a statement to set an input type for a blank input field in the second form file, input field information for the target input field, and candidate input type information. First, the input field information will be explained. FIG. 7 is a diagram for explaining the input field information. Specifically, FIG. 7 shows an example of the second form file (which may be considered the first form file).
[0066] When requesting the generation AI system 50 to set input types for input fields in a second form file such as that shown in Figure 7, the input field information is information that associates, for each of the multiple input fields (blank input fields) to be set, the identification information of the input field with the content of the non-blank field (e.g., the top field) above the input field in the same column. The creation unit 35 can create the input field information, for example, by detecting blank input fields and the fields above the blank input fields in the second form file (or the original first form file).
[0067] For example, for input field A in Figure 7, identification information A is associated with the contents written at the top of the same column, "Work title, Work content," and for input field B, identification information B is associated with the contents written at the top of the same column, "Scheduled time" and "Start on site."
[0068] In the input field information, the identification information of the input field may be associated with the content written in a non-blank field to the left of the same row (for example, the field at the left end). In other words, in the input field information, it is sufficient that the identification information of the input field is associated with at least one of the content written above the same column as the input field and the content written to the left of the same row as the input field.
[0069] By sending a setting request including such input field information and the necessary description to the generation AI system 50, the creation unit 35 can request the generation AI system 50 to set the input method for the input field based on at least one of the contents written above the same column as the input field in the second report file and the contents written to the left of the same row as the input field in the second report file.
[0070] Next, the input type candidate information will be described. The input type candidate information is, for example, information indicating a plurality of input type candidates that can be set in an input field, such as character input, numeric input, date input, date and time input, drop-down, check box, seal input, and image attachment. The input type candidate information is stored in advance in the storage unit 33 by the designer or operator of the form creation support system 10, and the creation unit 35 can read the input type candidate information from the storage unit 33 and include it in the setting request.
[0071] Here, we will provide some additional information about the multiple input type candidates. In an input field set for character input, you can enter a string (any characters), and in an input field set for numeric input, you can enter a numeric value. In an input field set for date input, you can enter a date (year, month, and day), and in an input field set for date and time input, you can enter a date and time. In an input field set for dropdown, you can enter one of the options displayed in a dropdown list, and in an input field set for checkbox, you can enter whether the check box is checked or not. In an input field set for seal input, you can enter a seal object (icon), and in an input field set for image attachment, you can attach an image.
[0072] The input type candidate information may indicate two or more of these input types as candidates as necessary, and the input types indicated by the candidate information may include input types that are not exemplified. Note that, in order to improve the accuracy of the setting, the candidate information may also include an explanation of the intended purpose of each input type candidate.
[0073] The creation unit 35 can present to the generation AI system 50 candidates for the input method to be set by sending such input type candidate information and the necessary description to the generation AI system 50.
[0074] When the generation AI system 50 receives a setting request as described above, it generates setting information indicating the correspondence between the identification information of the input field and the input method to be set in the input field in accordance with the received setting request (in other words, a request to set the input method) (S43), and transmits the setting information to the server system 30 (S44). Note that for input fields in which a dropdown is set, the generation AI system 50 also sets the options to be displayed in a dropdown list.
[0075] The communication unit 31 of the server system 30 receives the setting information, and the acquisition unit 34 acquires the setting information (S45). The creation unit 35 creates a template based on the second form file acquired in step S17 and the setting information acquired in step S45 (S46).
[0076] In step S46, the creation unit 35 creates a template by reflecting the settings indicated by the setting information in the second form file. The creation unit 35 creates the template by using, for example, an algorithm (specifically, an API: Application Programming Interface, etc.) that can set an input type in the second form file using the setting information (prompt) as input.
[0077] The creation unit 35 communicates with the information terminal 20 using the communication unit 31, and transmits setting result information indicating the result of setting the input type in the input field to the information terminal 20 (S47).
[0078] The communication unit 25 of the information terminal 20 receives the setting result information. The information processing unit 23 displays the result of setting the input type in the input field based on the received setting result information (S48).
[0079] The user manually changes the input type setting as necessary, and then performs a predetermined operation to request saving of the template on the information terminal 20 (operation receiving unit 21). The information processing unit 23 communicates with the server system 30 using the communication unit 25, thereby transmitting a request to save the template to the server system 30 (S49).
[0080] The communication unit 31 of the server system 30 receives the template saving request. Based on the received template saving request, the creation unit 35 saves (stores) the template created in step S46 and manually modified as necessary in the storage unit 33 (S50). The processing of step S50 is similar to step S21, and therefore a detailed description thereof will be omitted.
[0081] As described above, the form creation support system 10 can use the generation AI system 50 to automatically set the input type for an input field.
[0082] In operation example 3, the setting request includes a description for causing the generation AI to determine whether the input field is one into which data is entered by a person (user) or by the server system 30, and the generation AI system 50 may determine the input type to be set for an input field determined to be one into which data is entered by a person. In other words, the creation unit 35 may request the generation AI system 50 to determine whether the input field is one into which data is entered by a person, and to set the input method for the input field if it determines that data is entered by a person, and not to set the input type if it determines that data is entered by the form creation support system 10 rather than by a person. For example, in a field for entering the creation date in a daily report, it is useful for the server system 30, rather than a person, to automatically enter the current date, and it is determined that data is entered into such an input field by the server system 30.
[0083] Furthermore, operational example 3 is an operational example that assumes that the generation AI system 50 is realized by a general-purpose generation AI server. If the generation AI system 50 is customized specifically for the form creation support system 10 using fine tuning or RAG technology, the content of the setting request (prompt) can be simplified, making it possible, for example, to omit candidate information.
[0084] [Variations] In the above embodiment, the first report file is described as a report file in a file format for spreadsheet software, and the second report file is described as a report file in a file format for screen display. However, the file formats of the first report file and the second report file are not particularly limited. In the report creation support system 10, it is sufficient that a report file in one file format be converted into a report file in another file format.
[0085] Furthermore, in the above-described first operational example of the embodiment, the conversion of the first form file into the second form file (conversion of the file format) is performed by the file conversion system 40, but may also be performed by the server system 30.
[0086] In addition, in the above-described operation example 2 of the embodiment, an example has been described in which a first form file (a form file in a file format for spreadsheet software) is downloaded to the information terminal 20b. However, a second form file (a form file in a file format for image display) may be downloaded to the information terminal 20b, or a third form file in another format such as a PDF file may be downloaded to the information terminal 20b. In this case, the server system 30 performs a process of converting the first form file or the second form file into the third form file.
[0087] In addition, in the above embodiment, an example was described in which the company using the report creation support system 10 is a construction company, but the report creation support system 10 can be used by companies in various industries such as real estate, manufacturing, and infrastructure.
[0088] [Effects, etc.] Hereinafter, examples of inventions that can be obtained from the disclosure of this specification will be given, and the effects and the like that can be obtained from the exemplified inventions will be explained.
[0089] Invention 1 is a form creation support system 10 including an acquisition unit 34 that acquires a form file, a creation unit 35 that creates a template, which is a form file in which an input method is set for the input field, by requesting a generation AI system 50 to set an input method for the input field in the acquired form file, and a storage unit 33 that stores the created template. The second form file of the above embodiment is an example of a form file of Invention 1, and the input type of the above embodiment is an example of the input method of Invention 1.
[0090] Such a form creation support system 10 can improve the efficiency of template creation by creating templates using the generation AI system 50.
[0091] Invention 2 is the document creation support system 10 of Invention 1, in which the creation unit 35 requests the generation AI system 50 to set the input method for the input field based on at least one of the contents written above the same column as the input field in the document file and the contents written to the left of the same row as the input field in the document file.
[0092] Such a form creation support system 10 can improve the probability that an appropriate input method is set in the input field.
[0093] Invention 3 is the report creation support system 10 of Invention 1 or 2, in which the creation unit 35 presents input method candidates to the generation AI system 50 when requesting the generation AI system 50 to set the input method.
[0094] Such a form creation support system 10 can improve the probability that an appropriate input method is set in the input field.
[0095] Invention 4 is the report creation support system 10 of Invention 3, in which the input method candidates include two or more of character input, numeric input, date input, date and time input, drop-down, check box, seal input, and image attachment.
[0096] Such a form creation support system 10 can save the user the trouble of statistically processing the numerical values entered into the numerical value entry fields of each of a plurality of first form files.
[0097] Invention 5 is a report creation support system 10 of any of Inventions 1 to 4, in which the acquisition unit 34 acquires setting information sent by the generation AI system 50 in response to a request for setting an input method, the setting information indicating the correspondence between the identification information of the input field and the input method to be set in the input field, and the creation unit 35 creates a template based on the acquired report file and the acquired setting information.
[0098] The form creation support system 10 creates templates using the setting information generated by the generation AI system 50, thereby making it possible to improve the efficiency of template creation.
[0099] Invention 6 is a report creation support system 10 of any of Inventions 1 to 5, in which the creation unit 35 determines whether an input field is an input field into which data is entered by a person, and if it determines that data is to be entered by a person, requests the generation AI system 50 to set an input method for the input field.
[0100] Such a form creation support system 10 allows the user to set the input method only for the input fields where data should be entered manually, thereby making it possible to improve the efficiency of template creation.
[0101] Invention 7 is a form creation support method executed by an information terminal 20 that communicates with a form creation support system 10 of any one of Inventions 1 to 6, the form creation support method including the steps of instructing the form creation support system 10 to request the generation AI system 50 to set an input method for an input field in a form file, based on a first operation by the user, and instructing the form creation support system 10 to store the created template in the memory unit 33, based on a second operation by the user. The user's operation on the automatic setting button 22a in the above embodiment is an example of the first operation, and the predetermined operation for requesting saving of the template in the above embodiment is an example of the second operation.
[0102] This form creation support method can improve the efficiency of template creation by creating templates using the generation AI system 50.
[0103] Invention 8 is a program for causing the information terminal 20 to execute the form creation support method of Invention 7.
[0104] According to such a program, the information terminal 20 can create templates using the generation AI system 50, thereby improving the efficiency of template creation.
[0105] Invention 9 is a form creation support method executed by a computer system such as a form creation support system 10, and includes an acquisition step of acquiring a form file, a creation step of creating a template, which is a form file in which an input method is set for the input field, by requesting a generation AI system 50 to set an input method for the input field in the acquired form file, and a storage step of storing the created template in a memory unit 33.
[0106] This form creation support method can improve the efficiency of template creation by creating templates using the generation AI system 50.
[0107] Invention 10 is a program for causing a computer system to execute the form creation support method of Invention 9.
[0108] According to such a program, the computer system can create templates using the generation AI system 50, thereby improving the efficiency of template creation.
[0109] (Other embodiments) Although the embodiments have been described above, the present invention is not limited to the above-described embodiments.
[0110] For example, in the above embodiment, the form creation support system is realized by multiple devices, but it may also be realized by a single device. As such, the system in this specification may be configured by a single device or by multiple devices. When the system is realized by multiple devices, the components of the system may be allocated in any way among the multiple devices.
[0111] Furthermore, the method of communication between the devices in the above-described embodiments is not particularly limited. In addition, a relay device (for example, a wireless router, etc.) not shown may be involved in the communication between the devices.
[0112] In the above-described embodiment, the processing performed by a specific processing unit may be performed by another processing unit. The order of multiple processing operations may be changed, or multiple processing operations may be performed in parallel.
[0113] In the above-described embodiments, each component may be realized by executing a software program suitable for that component, or by a program execution unit such as a CPU or processor reading and executing a software program recorded on a recording medium such as a hard disk or semiconductor memory.
[0114] Furthermore, each component may be realized by hardware. For example, each component may be a circuit (or integrated circuit). These circuits may form a single circuit as a whole, or each may be a separate circuit. Furthermore, each of these circuits may be a general-purpose circuit or a dedicated circuit.
[0115] Furthermore, the general or specific aspects of the present invention may be realized as a system, an apparatus, a method, an integrated circuit, a computer program, or a computer-readable recording medium such as a CD-ROM, or as any combination of a system, an apparatus, a method, an integrated circuit, a computer program, and a recording medium.
[0116] For example, the present invention may be realized as an information terminal, a server system, or a form creation support system. The present invention may also be realized as a form creation support method executed by a computer system such as a server system or a form creation support system, or as a program for causing a computer system to execute the form creation support method.
[0117] The present invention may be realized as a form creation support method executed by an information terminal, or as a program for causing an information terminal to execute the form creation support method. Such a program includes a dedicated application program installed on the information terminal. The present invention may also be realized as a computer-readable, non-transitory recording medium on which such a program is recorded.
[0118] In addition, the present invention also includes forms obtained by applying various modifications to each embodiment that a person skilled in the art would think of, or forms realized by arbitrarily combining the components and functions of each embodiment within the scope of the present invention. [Explanation of symbols]
[0119] 10. Report Creation Support System 20, 20a, 20b Information terminal 21 Operation reception section 22 Display section 22a Auto setting button 23, 32 Information Processing Department 24, 33 Storage section 25, 31 Communications Department 30 Server Systems 34 Acquisition Department 35 Creation Department 36 Output section 40 File Conversion System 50 Generative AI System 60 Wide Area Communication Network
Claims
1. an acquisition unit that acquires a report file; a creation unit that creates a template, which is the form file in which the input method is set in the input field, by requesting a generation AI (Artificial Intelligence) system to set an input method for the input field in the acquired form file; a storage unit that stores the created template, The acquisition unit acquires setting information transmitted by the generation AI system in response to a request for setting the input method, the setting information indicating a correspondence between identification information of the input field and the input method to be set in the input field, The creation unit creates the template based on the acquired form file and the acquired setting information. Report creation support system.
2. The creation unit requests the generation AI system to set the input method for the input field based on at least one of the description content in the upper side of the same column as the input field in the form file and the description content in the left side of the same row as the input field in the form file.
2. A form creation support system according to claim 1.
3. The creation unit presents the input method candidates to the generation AI system when requesting the generation AI system to set the input method.
2. A form creation support system according to claim 1.
4. The input method candidates include two or more of character input, numeric input, date input, date and time input, drop-down, check box, seal input, and image attachment.
4. The form creation support system according to claim 3.
5. The creation unit determines whether the input field is an input field into which data is input by a person, and requests the generation AI system to set the input method for the input field when it determines that data is input by a person.
2. A form creation support system according to claim 1.
6. A form creation support method executed by an information terminal that communicates with the form creation support system according to any one of claims 1 to 5, instructing the form creation support system to request the generation AI system to set an input method for the input field in the form file based on a first operation by a user; and instructing the form creation support system to store the created template in the storage unit based on a second operation by the user. Report creation support method.
7. 7. A program for causing the information terminal to execute the form creation support method according to claim 6.
8. A form creation support method executed by a computer system, comprising: An acquisition step for acquiring a report file; a creation step of creating a template, which is the form file in which the input method is set in the input field by requesting a generation AI system to set an input method for the input field in the acquired form file; a storage step of storing the created template in a storage unit, In the acquisition step, setting information is acquired, which is transmitted by the generation AI system in response to a request for setting the input method, and indicates a correspondence between identification information of the input field and the input method to be set in the input field; In the creating step, the template is created based on the acquired form file and the acquired setting information. Report creation support method.
9. 9. A program for causing the computer system to execute the form creation support method according to claim 8.
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