Program, information processing device, and information processing method

Abstract

To provide technology that makes it easy to determine whether the use of employee benefit items associated with reimbursement applications complies with organizational regulations. [Solution] The program causes the computer 200 to function as follows: an employee benefits information acquisition unit 23 that acquires employee benefits information BI regarding employee benefits items and categories of employee benefits items that indicate employee benefits adopted by the organization; an advance payment application information acquisition unit 27 that acquires advance payment application information RAI regarding user advance payment applications; an organizational regulations information acquisition unit 25 that acquires organizational regulations information ORI regarding the use of employee benefits points for the use of employee benefits items predetermined for each category; a category determination unit 33 that determines, based on the employee benefits information BI and advance payment application information RAI, that the use of an employee benefits item associated with an advance payment application corresponds to an employee benefits item of a specific category; and a conformance determination unit 35 that determines, based on the determination result and organizational regulations information ORI, whether the use of an employee benefits item associated with an advance payment application conforms to the organization's regulations.

Description

Technical Field

[0001] The present disclosure relates to a program, an information processing apparatus, and an information processing method.

Background Art

[0002] Conventionally, techniques for managing points related to the welfare system implemented by companies for employees are known. For example, in Patent Document 1, it is disclosed to manage the usage limit for employees in points, hold the point conversion rate of the usage amount in a point conversion table, accept a request for point consumption from an employee, convert it into a processing request for subtracting the remaining point number, and hold the processing request until it is finalized (in preparation for cancellation or change).

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] However, in the technique described in Patent Document 1, it is not considered whether the use of welfare items associated with an advance payment application by an employee is appropriate.

[0005] The present disclosure provides a technique capable of grasping whether the use of welfare items associated with an advance payment application is appropriate.

Means for Solving the Problems

[0006] A program relating to one aspect of this disclosure causes a computer to function as: a welfare information acquisition unit that acquires welfare information relating to one or more welfare items and one or more categories of one or more welfare items that indicate welfare benefits adopted by an organization; an advance payment application information acquisition unit that acquires advance payment application information relating to advance payment applications of users belonging to the organization for the use of one or more welfare items; an organizational regulations information acquisition unit that acquires organizational regulations information relating to organizational regulations, which is predetermined for one or more categories, regarding the use of welfare points for the use of one or more welfare items; a category determination unit that determines, based on the welfare information and advance payment application information, that the use of one or more welfare items associated with an advance payment application corresponds to a specific category among one or more categories; and a conformance determination unit that determines, based on the determination result of the category determination unit and the organizational regulations information, whether the use of one or more welfare items associated with an advance payment application conforms to the regulations of the organization.

[0007] An information processing device according to another aspect of the present disclosure includes: an employee benefits information acquisition unit that acquires employee benefits information relating to one or more employee benefits items and one or more categories of one or more employee benefits items that indicate employee benefits adopted by an organization; an advance payment application information acquisition unit that acquires advance payment application information relating to advance payment applications of users belonging to the organization for the use of one or more employee benefits items; an organizational regulations information acquisition unit that acquires organizational regulations information relating to organizational regulations, which is predetermined for one or more categories, regarding the use of employee benefits points for the use of one or more employee benefits items; a category determination unit that determines, based on the employee benefits information and advance payment application information, that the use of one or more employee benefits items associated with an advance payment application is the use of an employee benefits item corresponding to a specific category among one or more categories; and a conformance determination unit that determines, based on the determination result of the category determination unit and the organizational regulations information, whether the use of one or more employee benefits items associated with an advance payment application conforms to the regulations of the organization.

[0008] An information processing method relating to another aspect of this disclosure is an information processing method in which a computer performs the following actions: acquires welfare information relating to one or more welfare items and one or more categories of the one or more welfare items that indicate welfare benefits adopted by an organization; acquires reimbursement application information relating to reimbursement applications made by users belonging to the organization for the use of one or more welfare items; acquires organizational regulations information relating to the organization's regulations, which is predetermined for one or more categories, regarding the use of welfare points for the use of one or more welfare items; determines, based on the welfare information and reimbursement application information, that the use of one or more welfare items associated with a reimbursement application corresponds to a welfare item in a specific category among the one or more categories; and determines, based on the determination result and organizational regulations information, whether the use of one or more welfare items associated with a reimbursement application conforms to the organization's regulations. [Effects of the Invention]

[0009] This disclosure makes it easy to determine whether the use of employee benefit items associated with reimbursement requests complies with the organization's regulations. [Brief explanation of the drawing]

[0010] [Figure 1] This is a conceptual diagram of the information processing system according to this embodiment. [Figure 2] This figure illustrates an example of the display screen of an employee terminal device according to this embodiment. [Figure 3] This diagram illustrates an example of the functional configuration of the information processing device according to this embodiment. [Figure 4] This figure shows an example of user information according to this embodiment. [Figure 5] This figure shows an example of employee benefits information according to this embodiment. [Figure 6] This figure shows an example of organizational regulations information according to this embodiment. [Figure 7] This figure shows an example of organizational information according to this embodiment. [Figure 8] This diagram illustrates the process of reading text information from a receipt image according to this embodiment. [Figure 9] This is a flowchart showing an example of the matching determination process of the information processing device according to this embodiment. [Figure 10] This figure illustrates an example of the hardware configuration of each device in the information processing system according to this embodiment. [Modes for carrying out the invention]

[0011] <Overview> Conventionally, technologies for managing points related to employee benefit programs implemented by companies (organizations) for their employees (users) are known, such as the technology described in Patent Document 1 above. As described above, such conventional technologies allow for managing employee usage limits in points, maintaining a point conversion rate for usage amounts in a point conversion table, receiving point redemption requests from employees and converting them into processing requests for subtracting remaining points, and holding those processing requests until they are finalized (in preparation for cancellation or change). Regarding employee benefit programs, for example, when an employee makes an advance payment request for the use of one or more employee benefit items, there is a need for a technology that can determine in advance whether the use of one or more employee benefit items associated with that advance payment request conforms to the organization's regulations, that is, a technology that can confirm whether or not the advance payment request made by the employee will be approved.

[0012] However, the above-mentioned prior art does not anticipate cases in which an employee would submit an advance payment request for the use of one or more employee benefit items. Therefore, with the technology described in Patent Document 1, it is difficult for an employee to determine whether the use of an employee benefit item associated with an advance payment request conforms to the organization's regulations.

[0013] Therefore, the information processing system 100 according to this embodiment acquires welfare information relating to one or more welfare items and one or more categories of the one or more welfare items that represent welfare benefits adopted by the organization. The information processing system 100 acquires reimbursement application information relating to reimbursement applications from users belonging to the organization for the use of one or more welfare items. The information processing system 100 acquires organizational regulations information relating to the organization's regulations, which is predetermined for one or more categories, regarding the use of welfare points for the use of one or more welfare items. Based on the welfare information acquisition unit and the reimbursement application information, the information processing system 100 determines that the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among the one or more categories. Based on the determination result and the organizational regulations information, the information processing system 100 determines whether the use of one or more welfare items associated with the reimbursement application conforms to the organization's regulations. Thus, the information processing system 100 can determine whether the use of welfare items associated with reimbursement applications is appropriate. More specifically, the information processing system 100 can easily determine whether the use of welfare items associated with reimbursement applications conforms to the organization's regulations.

[0014] "Employee benefit items" refer to the employee benefits adopted by a company. Employee benefit items may be services and / or goods that employees can receive and / or purchase by using employee benefit points, services and / or goods that employees can receive and / or purchase through reimbursement, or services and / or goods that employees can receive discounts on. "Employee benefit points" are virtual and electronic values, etc., consumed (used) to utilize employee benefit items. Employee benefit points may be equivalent to legal tender such as Japanese yen and US dollars. Employee benefit points may be determined by a predetermined exchange rate (for example, the value of the currency (Japanese yen) per point).

[0015] In one example, the welfare item can be services such as seminars that convey the key points of a presentation, coaching, programming courses, language courses, SaaS that contributes to business efficiency, news apps, video-based learning services, travel, housework assistance, meal support, and babysitters. In another example, the welfare item can be items such as health foods, exercise equipment, cleaning tools, electrical appliances, and clothing.

[0016] The welfare item may be a service and / or an item specified by a specific offering name, sales name, and / or trademark, etc. Services and / or items specified by a specific offering name, sales name, and / or trademark, etc. can be, for example, "ChatGPT" (registered trademark, an example of SaaS that contributes to business efficiency) and "Roomba" (registered trademark, an example of an electrical appliance), etc.

[0017] The welfare item may be an in-company system that financially assists employees. The welfare item can be, for example, systems such as book purchase fee subsidies, travel expense subsidies, movie discounts, rent subsidies, and stock accumulation investments.

[0018] The person in charge of the company may be able to pre-select which of the multiple services, items, and systems will be the welfare item via the terminal device operated by the person in charge.

[0019] Hereinafter, as the information processing system 100 according to this embodiment, as described above, when an employee makes an advance payment application for the use of one or more welfare items, an example of an information processing system that can pre-grasp whether the use of the one or more welfare items associated with the advance payment application complies with the organization's regulations will be mainly described. However, in this embodiment, it is not limited to the above form for pre-checking the approval or disapproval of the advance payment application. That is, in this embodiment, when an advance payment application for the use of one or more welfare items is actually made, as part of the approval process of the advance payment application, a form of determining whether the use of the one or more welfare items associated with the advance payment application complies with the organization's regulations may also be included.

[0020] Referring to Figure 1, an overview of the information processing system 100 according to this embodiment will be described. The information processing system 100 includes, as an example, an information processing device 1, an employee terminal device 3a used by employees (users) of a company (organization), a staff terminal device 3b used by a company's representative, and an AI server device 4. The information processing device 1, employee terminal device 3a, staff terminal device 3b, and AI server device 4 are configured to communicate via a communication network N. Hereinafter, company representatives and company employees will be simply referred to as "representatives" and "employees," respectively. Furthermore, when employee terminal device 3a and staff terminal device 3b are not specifically distinguished, or when they are referred to collectively, they may simply be referred to as "terminal device 3." In this embodiment, an organization includes not only companies but also universities, local governments, and labor unions.

[0021] Employee terminal device 3a is terminal device 3 used by employees. Staff terminal device 3b is terminal device 3 used by staff. Terminal device 3 is, for example, a smartphone, personal computer, tablet terminal, and wearable device. Terminal device 3 is equipped with an input interface, an output interface, and a communication interface. The input interface is an interface for terminal device 3 to receive input from the user. The input interface may be a touch panel, microphone, camera, keyboard, and mouse. The output interface is an interface for transmitting information to the user via images and sound, etc. The output interface may be a display (which may also function as a touch panel) and speaker, etc. The communication interface is an interface for enabling communication with other devices via the communication network N. The communication interface may be a wireless communication interface or a wired communication interface. Terminal device 3 may, for example, access services provided by the information processing device 1 via a web browser, or it may access such services by installing dedicated software.

[0022] AI server device 4 is a device that provides services using AI (Artificial Intelligence) models via a communication network N. An example of an AI model is an LLM (Large Language Model). An LLM may be a deep learning model with hundreds of millions of parameters and trained on hundreds of gigabytes or more of natural language data. An example of an LLM is gpt-4o. Other examples of AI models may include language models and machine learning models, not limited to large-scale models.

[0023] The AI ​​server device 4 may provide services using an AI model via an API (Application Programming Interface). In this case, the AI ​​server device 4 may receive input information (which can also be called a prompt) containing instructions for processing by the AI ​​from another device via the API, and may return a response to the other device in accordance with the input information.

[0024] Information processing device 1 performs processing related to technology that makes it easy to determine whether the use of welfare items associated with reimbursement applications conforms to the organization's regulations. Information processing device 1 may be a server device when terminal device 3 is used as a client device. Information processing device 1 may also be a client device for AI server device 4. Information processing device 1 may be a cloud server device. Information processing device 2 may be a device that includes, for example, one or more virtual or physical web server devices and one or more virtual or physical database server devices.

[0025] The information processing system 100 allows employees to select one or more desired employee benefit items and then allows them to use the selected items. It is desirable to effectively utilize the employee benefit services provided by the company in this way. When an employee submits an advance payment request for the use of one or more desired employee benefit items, the information processing system 100 pre-determines whether the use of the one or more employee benefit items associated with the advance payment request conforms to the organization's regulations. The following describes an example of when an employee selects one or more desired employee benefit items.

[0026] Figure 2 shows an example of the display screen when the employee terminal device 3a displays welfare items. The example display screen in Figure 2 shows a recommended welfare item display area d200, a category selection area d212, a display area for other welfare items d220, and a scroll bar d242.

[0027] The recommended employee benefits display area d200 is the area where recommended employee benefits are displayed. In the recommended employee benefits display area d200, "News App A" and "Babysitter D" are displayed as recommended employee benefits. Specifically, the recommended employee benefits display area d200 displays the "News App A" icon d202, the "News App A" selection button d204, the "Babysitter D" icon d206, and the "Babysitter D" selection button d208. In addition, employees may switch between the recommended employee benefits displayed in the recommended employee benefits display area d200 by sliding the scroll bar d210.

[0028] The "News App A" icon d202 is an example of an image associated with "News App A". The "News App A" selection button d204 is a button for displaying the description of "News App A". Above the "News App A" selection button d204, it is displayed that using "News App A" will result in reimbursement. Below the "News App A" selection button d204, it is written that the cost of using "News App A" is tax-exempt.

[0029] The "Babysitter D" icon d206 is an example of an image associated with "Babysitter D". The "Babysitter D" selection button d208 is a button that displays the description of "Babysitter D". Above the "Babysitter D" selection button d208, it is displayed that using "Babysitter D" will require the use of 3000 welfare points. Below the "Babysitter D" selection button d208, it is written that the cost of using "Babysitter D" is tax-exempt.

[0030] The category selection area d212 displays the "Skill Up" selection button d214, the "Fitness" selection button d216, and the "Remote Work" selection button d218. When an employee presses these buttons, they can transition to a screen displaying a list of welfare items belonging to the category associated with that button. For example, if an employee presses the "Skill Up" selection button d214, the employee terminal device 3a may display welfare items (not limited to recommended welfare items) belonging to the "Skill Up" category.

[0031] The other employee benefits display area d220 is an area that displays employee benefits items that are not limited to recommended employee benefits items. In the other employee benefits display area d220, "FP Seminar E", "English Conversation Lesson F", "Health Food C", "Travel B", and "Movie Streaming Service G" are displayed as employee benefits items. Specifically, the recommended employee benefits display area d200 displays the "FP Seminar E" icon d222, the "FP Seminar E" selection button d224, the "English Conversation Lesson F" icon d226, the "English Conversation Lesson" selection button d228, the "Health Food C" icon d230, the "Health Food C" selection button d232, the "Travel B" icon d234, the "Travel B" selection button d236, the "Movie Streaming Service G" icon d238, and the "Movie Streaming Service" selection button d240. These display elements can be understood in the same way as the "News App A" icon d202 and the "News App A" selection button d204 mentioned above.

[0032] The scrollbar d242 is a display element that allows employees to switch between displayed employee benefits items by sliding it.

[0033] In the example display screen shown in Figure 2, an employee can select a specific employee benefit item by clicking the selection button corresponding to the benefit item they wish to use. After the prescribed purchase process is executed for the selected benefit item, the employee can then use that benefit item. Once a specific benefit item is selected, a screen displaying detailed information about that item is shown, and the employee may purchase the benefit item from this screen. Furthermore, in the case of an expense reimbursement request, the employee can confirm the detailed information of the selected benefit item (for example, that the company covers the first 20 sessions of "English conversation lessons"). The employee can then apply for "English conversation lessons," pay the fee, and submit an expense reimbursement request using the receipt.

[0034] <Functional Configuration> Figure 3 is a diagram illustrating an example of the functional configuration of the information processing device according to this embodiment. As shown in Figure 3, the information processing device 1 includes a communication unit 11 that sends and receives information to and from an external device (not shown) that stores various information related to a conformity determination process for determining whether the use of welfare items associated with an advance payment application conforms to the organization's regulations; a control unit 12 that executes various processes for the conformity determination process; and a recording unit 13 that records information for executing various processes for the conformity determination process and the results of executing said processes. The communication unit 11 and the external device (for example, terminal device 3 and AI server device 4) are connected to each other by the communication network N shown in Figure 1.

[0035] The recording unit 13 records user information UI about employees of a company (organization) as users, welfare information BI about welfare items, organizational regulations information ORI about organizational rules, and organizational information OI about the organization. The recording unit 13 may record at least some of the information contained in the user information UI, welfare information BI, organizational regulations information ORI, and organizational information OI in relation to each other. The following describes in detail each piece of information contained in the user information UI, welfare information BI, organizational regulations information ORI, and organizational information OI.

[0036] Figure 4 shows an example of a user information UI. As shown in Figure 4, the user information UI is managed, for example, in a table format. The user information UI manages "User IDs" that identify individual users, "Company IDs" that identify the company to which they belong, "Employee IDs" that identify the user as an employee within that company, and "Basic Information" including name, department, address, contact information, etc. Note that "Basic Information" is not limited to the above and may also include information such as job title, position, grade, performance, length of service, gender, and family situation (e.g., single or with children).

[0037] Furthermore, as part of the user information UI, the following are managed in association with the "User ID": "Total Welfare Points Held" (1st Welfare Points), which is the total number of welfare points provided to employees; "1st Category Welfare Points Held" (2nd Welfare Points), which is the number of welfare points held for the 1st category to purchase (use) welfare items in the 1st category; "2nd Category Welfare Points Held" (2nd Welfare Points), which is the number of welfare points held for the 2nd category; and "3rd Category Welfare Points Held" (2nd Welfare Points), which is the number of welfare points held for the 3rd category. In the following, when "1st Category Welfare Points Held," "2nd Category Welfare Points Held," and "3rd Category Welfare Points Held" are not distinguished, they will simply be referred to as "Category Welfare Points Held." Note that the "Total Welfare Points Held" and "Category Welfare Points Held" may represent the maximum value before using an item, or they may represent the remaining points after using an item at least once.

[0038] Furthermore, the user information UI manages "Employee Benefit Item Usage Information" (usage information) which relates to an employee's past usage of one or more employee benefit items, as well as "Salary Information" which relates to the salary that the company may provide to the employee, all associated with the "User ID".

[0039] In this example, the company awards employees with welfare points categorized by type. The categories used to classify welfare items indicate their intended use, and specifically, three categories are pre-set: Category 1 for "Learning," Category 2 for "Health," and Category 3 for "Other." Note that the number and types of these categories are illustrative examples, and various other categories may be set in other examples of this embodiment. For example, as categories indicating the target of welfare items such as learning and health mentioned above, various categories such as childbirth / childcare, babysitting / housekeeping services, and various tests (genetic testing, etc.) can be set. In addition, attributes of welfare items, such as whether they are purchased or rented, whether they are subject to reimbursement or not, and whether they are taxable or tax-exempt, may also be set as categories.

[0040] Figure 5 shows an example of a Benefits Information BI (Business Intelligence) that represents information about one or more benefit items and one or more categories for those benefit items, indicating the benefits adopted by an organization. As shown in Figure 5, Benefits Information BI is managed, for example, in a table format. As Benefits Information BI, the following information is managed in association with the "Item ID" that identifies individual benefit items: "Basic Information" including the name and description of the benefit item, "Price" (points used), "Inventory Information," and "Category ID" that identifies the category associated with the benefit item. As Benefits Information BI, information such as the "External EC Site ID" that identifies the EC site if the benefit item is delivered by an external EC site, and the "External EC Site Item ID" that identifies the benefit item on the EC site if the benefit item is delivered by an external EC site, is managed in association with the "Item ID." Thus, the employee benefits information BI may include item information for employee benefits items delivered by the provider of employee benefits services (first type of employee benefits items) and employee benefits items delivered by the provider of external e-commerce sites (second type of employee benefits items). Inventory information for employee benefits items from external e-commerce sites may be updated periodically based on information obtained from the corresponding external system.

[0041] Figure 6 shows an example of Organizational Regulations Information (ORI), which is information about the organization's regulations regarding the use of welfare points for the use of one or more welfare items predetermined for one or more categories. Organizational Regulations Information (ORI) is managed, for example, in a table format, as shown in Figure 4. Organizational Regulations Information (ORI) is managed as setting information that is pre-set for one or more categories related to welfare items. For example, as shown in Figure 1, a company representative can set Organizational Regulations Information (ORI) that reflects the company's intentions via the representative terminal device 3b. The recording unit 13 acquires and records the Organizational Regulations Information (ORI) that is set and transmitted by the representative terminal device 3b.

[0042] As shown in Figure 6, the Organizational Regulation Information (ORI) manages information such as "Purchase (Use) Availability," which indicates whether a welfare item in a given category can be purchased (used), and "Number of Points Granted," which is the number of points granted at the time welfare points are awarded, associated with a combination of "Organization ID" to identify an individual company and "Category ID" to identify an individual category. In addition, the Organizational Regulation Information (ORI) manages information such as the "Point Exchange Rate" (conversion rate), which indicates the exchange rate of welfare points (currency (Japanese yen) value per point), and "Tax Exemption Conditions Information," which indicates whether tax exemption conditions apply to the use of welfare items, associated with a combination of "Organization ID" and "Category ID." Thus, in this example, the setting information for each category is set for each company and for each combination of categories (for each company).

[0043] At the timing for awarding employee benefit points (organizational information OI), which is set by each company, a set quantity of employee benefit points for each category is awarded to the user as an employee belonging to that company. At the same time, employee benefit points awarded in the previous year may expire. In conjunction with the awarding and expiration of employee benefit points, the number of employee benefit points held for the 1st to 3rd categories for the corresponding employee in the user information UI may be updated. Furthermore, as organizational information OI, companies can set the number of employee benefit points and conversion rates for each category, as well as the number of employee benefit points and conversion rates according to the employee's job title or occupation. The information processing device 1 may then calculate the number of points for each employee based on the set number of points or conversion rates and display the calculated number of points in the user information UI.

[0044] In this embodiment, the setting information for categories (organizational regulations information ORI) may be set for each company to which an employee belongs. In other words, the organizational regulations information ORI may be configured to be set for a combination of category and company. In this case, the organizational regulations information ORI may be registered and updated based on information entered by the person in charge via a screen output on the person in charge terminal device 3b operated by the person in charge of the company. Furthermore, the registration and updating of such organizational regulations information ORI may be performed by the welfare service provider in response to a request from the company. This configuration makes it possible to make the organizational regulations information ORI for categories according to the characteristics of the company (e.g., the company's human resources strategy).

[0045] For example, since the types of employee benefits offered vary from company to company in terms of HR strategy, a company that encourages remote work may want to include remote work-related items as employee benefits, while a company that encourages working in the office may not want to include such items. Also, some companies may prioritize skill development, while others may want to focus on childcare support. By allowing each company to set its own organizational regulations information (ORI) for each category, it is possible to address these diverse employee benefit needs that differ from company to company.

[0046] In this embodiment, the Organizational Regulation Information (ORI) for each category may be set for each department, office, section, sales office, and other group (affiliation) to which employees, as components of the company, belong. In other words, the Organizational Regulation Information (ORI) may be configured to be set for each combination of categories and each of the multiple affiliations that the company has. This configuration makes it possible to set the Organizational Regulation Information (ORI) for each category according to the characteristics of the affiliations that the company has, for example, by setting it so that departments related to overseas business have a higher incentive to use English conversation services.

[0047] Organizational Regulation Information (ORI) includes organizational regulations related to the organization's rules associated with only a specific employee benefit item out of one or more employee benefit items. For example, for influenza vaccinations (a specific employee benefit item), different regulations may be established for that specific benefit item from those for which the employee benefit is not eligible for reimbursement, or for which identification information such as the name of the person who received the vaccination is required.

[0048] Figure 7 shows an example of organizational information (OI). Organizational information (OI) is managed, for example, in a table format, as shown in Figure 7. Organizational information (OI) is managed by associating an "organization ID" that identifies an individual company with "basic information" including the company name, address, and contact information, as well as information such as "point grant timing" which indicates the timing (e.g., year, month, and day) when welfare points are granted. For example, the validity period of welfare points is one year, but in other examples of this embodiment, various other periods may be set as the validity period.

[0049] Returning to Figure 3, the control unit 12 functionally comprises a user information acquisition unit 21, a welfare information acquisition unit 23, an organizational regulations information acquisition unit 25, an advance payment application information acquisition unit 27, a text information acquisition unit 29, a category determination unit 31, a matching determination unit 33, and an input information generation unit 35.

[0050] The user information acquisition unit 21 receives, for example, the user information UI from the recording unit 13, which records the user information UI, in a processable manner. The user information acquisition unit 21 may also receive the user information UI from other devices in a processable manner. For example, the user information acquisition unit 21 acquires a user information UI that includes at least one of the following: "Total number of welfare points held" (first welfare points), which indicates the upper limit of welfare points that an employee can use for the use of one or more welfare items; and "1st" to "3rd" "number of welfare points held for each category" (second welfare points), which indicate the upper limit of welfare points that can be used for the use of one or more welfare items set for each of the categories.

[0051] The employee benefits information acquisition unit 23 receives, for example, employee benefits information BI from the recording unit 13, which records employee benefits information BI, in a processable manner. The employee benefits information acquisition unit 23 may also receive employee benefits information BI from other devices in a processable manner. For example, the employee benefits information acquisition unit 23 acquires employee benefits information BI relating to one or more employee benefits items that represent the employee benefits adopted by the organization, and one or more categories of said one or more employee benefits items.

[0052] The organizational regulations information acquisition unit 25 receives, for example, the organizational regulations information ORI from the recording unit 13, which records the organizational regulations information ORI, in a processable manner. The organizational regulations information acquisition unit 25 may also receive the organizational regulations information ORI from other devices in a processable manner.

[0053] The reimbursement application information acquisition unit 27 acquires information from companies (organizations) regarding the use of one or more welfare items. The system acquires reimbursement application information RAI related to reimbursement applications made by employees (users) belonging to the system. For example, an employee makes a reimbursement application for the cost of one or more welfare items they have used by operating the employee terminal device 3a. The reimbursement application information acquisition unit 27 receives reimbursement application information RAI related to the reimbursement application made by the employee from the employee terminal device 3a. The reimbursement application information RAI includes, for example, information about the employee making the reimbursement application (e.g., employee ID and employee name), and information about one or more welfare items related to the reimbursement application (e.g., item ID and receipt image related to the receipt for the purchase of one or more welfare items).

[0054] The text information acquisition unit 29 performs character recognition processing on the receipt image to acquire the text information contained in the receipt image.

[0055] Figure 8 is a diagram illustrating the process of reading text information from a receipt image according to this embodiment. As shown in Figure 8, a receipt image is generated when a receipt for the purchase of one or more welfare items is captured by the imaging device provided in the employee terminal device 3a. The reimbursement application information acquisition unit 27 acquires the receipt image as reimbursement application information RAI. The text information acquisition unit 29 processes the receipt image acquired by the reimbursement application information acquisition unit 27, for example, using OCR (Optical Character Recognition) technology with AI. O ptical C haracter R The system performs recognition processing (character recognition processing) to obtain text information contained in the receipt image (e.g., recipient name, points used, date of use, items used, and registration information).

[0056] Returning to Figure 3, the category determination unit 31 determines, based on the welfare benefits information BI and the reimbursement application information RAI, that the use of one or more welfare benefit items associated with the reimbursement application corresponds to a specific category among one or more categories. For example, the category determination unit 31 checks the contents of the reimbursement application executed by the user based on the reimbursement application information RAI acquired by the reimbursement application information acquisition unit 27. The category determination unit 31 determines, based on the welfare benefits information BI acquired by the welfare benefits information acquisition unit 23 and the contents of the confirmed reimbursement application, which category the use of one or more welfare benefit items associated with the reimbursement application relates to. The category determination unit 31 may, for example, use RAG (Retrieval-Augmented Generation) technology to make the determination by inputting information about the name of the item used or the store name contained in the text information of the image of the reimbursement application form or the receipt attached to the reimbursement application form into an AI model for category determination processing. With this configuration, accurate category determination is possible even from limited text information by using RAG in the category determination processing.

[0057] The matching determination unit 33 determines, based on the determination result of the category determination unit 31 and the organizational regulations information ORI, whether the use of one or more welfare items associated with the reimbursement application conforms to the organization's regulations.

[0058] The matching determination unit 33 determines, for example, based on the determination result of the category determination unit 31, and the "total number of welfare points held" (first welfare points) and "number of welfare points for categories held" (second welfare points) acquired by the user information acquisition unit 21, whether the use of welfare points for the use of one or more welfare items associated with the reimbursement application is less than or equal to the "total number of welfare points held" and less than or equal to the "number of welfare points for categories held".

[0059] The matching determination unit 33 obtains a determination result that determines which category the use of one or more welfare items (e.g., a "coaching" item related to "coaching") associated with the reimbursement application belongs to. The matching determination unit 33 determines whether the use of welfare points for the use of the "coaching" item associated with the reimbursement application (e.g., 3,000 points) is less than or equal to the "total number of welfare points held" (e.g., 15,000 points). The matching determination unit 33 determines whether the use of welfare points for the use of the "coaching" item associated with the reimbursement application (e.g., 3,000 points) is less than or equal to the "number of welfare points held for the category" associated with the "coaching" category (e.g., upper limit of 10,000 points).

[0060] As described above, if the use of welfare points for the use of a "coaching" item associated with an advance payment request is (1) less than or equal to the "total number of welfare points held" and (2) less than or equal to the "number of welfare points held for categories", the matching determination unit 33 determines that the use of one or more welfare items associated with the advance payment request conforms to the organization's regulations. On the other hand, if at least one of the above conditions (1) and (2) is not met, the matching determination unit 33 determines that the use of one or more welfare items associated with the advance payment request does not conform to the organization's regulations. With the above configuration, the information processing device 1 can easily determine whether the use of welfare points for the use of one or more welfare items associated with an advance payment request conforms to the organization's regulations regarding the "total number of welfare points held" and the "number of welfare points held for categories".

[0061] The matching determination unit 33 determines, based on the determination result of the category determination unit 31 and the "point exchange rate" (conversion rate) included in the organizational regulations information ORI obtained by the organizational regulations information acquisition unit 25, whether the welfare points used for the use of one or more welfare items associated with the reimbursement application, converted according to the "point exchange rate" (for example, 1 point is equivalent to 2 yen for the use of "coaching" items, and 1 point is equivalent to 1 yen for "health maintenance" items, etc.), are less than or equal to the "total number of welfare points held" (for example, 10,000 total points held).

[0062] The matching determination unit 33 obtains a determination result that determines, for example, which category the use of one or more welfare items associated with the reimbursement application belongs to (for example, whether it is a "coaching" item or a "health maintenance" item). If one or more welfare items associated with the reimbursement application are "health maintenance" items, the matching determination unit 33 performs point conversion using an exchange rate of 1 point = 1 yen. The matching determination unit 33 determines whether the points used converted using the exchange rate of 1 point = 1 yen are less than or equal to the total points held (10,000 pt). With the above configuration, the information processing device 1 can easily determine whether the use of welfare points for the use of one or more welfare items associated with the reimbursement application, based on the "point exchange rate" (conversion rate), conforms to the organization's regulations regarding the "total number of welfare points held".

[0063] The matching determination unit 33 determines whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization, based on the determination result of the category determination unit 31 and the organization regulations information relating to the department, office, section, sales office, and other groups (organizations) to which the employee belongs as a component of the company. With the above configuration, the information processing device 1 can easily determine whether the use of one or more welfare items associated with the reimbursement application conforms to regulations established in accordance with groups that are more subdivided than the company (organization). Note that "organization" is not limited to departments, offices, sections, and sales offices, but may also include groups divided by job type, job title, grade, and performance (e.g., whether the performance in the previous period was good), or groups divided by user attributes (e.g., married, with children, gender, address).

[0064] The matching determination unit 33 determines whether the use of one or more welfare items associated with the reimbursement application conforms to the prescribed regulations, based on the determination result of the category determination unit 31 and the organizational regulations information ORI concerning prescribed regulations established by an organization different from the company to which the employee belongs. For example, the matching determination unit 33 obtains a determination result that determines which category the use of one or more welfare items associated with the reimbursement application relates to (for example, the category "vaccination"). Here, the organizational regulations information ORI concerning prescribed regulations established by an organization different from the company to which the employee belongs is information concerning regulations established by government agencies (for example, administrative rules), and is information concerning regulations established regarding welfare items related to a specific category such as "vaccination" (for example, influenza vaccination). In this case, the organizational regulations information ORI includes information concerning regulations such as, for example, that only vaccinations for the employee themselves are permitted, and vaccinations for the employee's family are not permitted, regarding the use of welfare items related to influenza vaccination. Furthermore, the Organizational Regulations Information (ORI) may include information regarding provisions concerning the use of welfare items related to influenza vaccinations, such as the fact that vaccinations are tax-exempt if the recipient is the employee themselves, but not tax-exempt if the recipient is a family member of the employee. Note that the Organizational Regulations Information (ORI) concerning prescribed provisions established by an organization different from the company to which the employee belongs is not limited to the above, and may include other provisions regarding the use of welfare items in various categories.

[0065] The matching determination unit 33 determines, for example, that the use of the "influenza vaccination" item associated with the reimbursement application conforms to the prescribed regulations if the use is performed by the employee themselves and the organizational policy information ORI (Organizational Regulation Information) states that only vaccinations for the employee themselves are permitted. More specifically, the matching determination unit 33 determines whether the use conforms to the prescribed regulations based on whether the employee's name is included as the recipient's information in the reimbursement application form or the receipt attached to the reimbursement application form (whether the name is written in these documents). On the other hand, for example, if the use of the "influenza vaccination" item associated with the reimbursement application is performed by a family member of the employee and the organizational policy information ORI states that only vaccinations for the employee themselves are permitted, the matching determination unit 33 determines that the use of the "influenza vaccination" item does not conform to the prescribed regulations. With the above configuration, the information processing device 1 can easily determine whether the use of one or more welfare items associated with the reimbursement application conforms to prescribed regulations established by an organization different from the organization to which the user belongs.

[0066] The matching determination unit 33 determines whether the tax exemption conditions apply to the use of one or more welfare items associated with the reimbursement application, based on the determination result of the category determination unit 31 and the tax exemption condition information included in the organizational regulations information ORI acquired by the organizational regulations information acquisition unit 25. For example, the matching determination unit 33 acquires a determination result that determines which category the use of one or more welfare items associated with the reimbursement application belongs to (for example, category "skill development"). Here, the tax exemption condition information includes information on the conditions for tax exemption defined for one or more categories. The tax exemption condition information includes, for example, information such as whether the employee has checked that it is necessary for work when submitting the reimbursement application, or whether the signature of the supervisor who approved that it is necessary for work is included.

[0067] The matching determination unit 33 determines that if the use of one or more welfare items associated with the reimbursement application is, for example, an item related to the category "skill improvement," and the reimbursement application includes the signature of a supervisor who approved that the item was necessary for work, then the tax exemption conditions apply to the use of one or more welfare items associated with the reimbursement application. With the above configuration, the information processing device 1 can easily determine whether the use of one or more welfare items associated with the reimbursement application is subject to tax exemption conditions.

[0068] The matching determination unit 33 determines whether the use of one or more welfare items associated with the reimbursement application conforms to the organization's regulations, based on user processing information regarding whether the employee has performed prescribed processing when submitting the reimbursement application, which is included in the reimbursement application information RAI acquired by the reimbursement application information acquisition unit 27. Here, prescribed processing by the employee when submitting the reimbursement application includes, for example, checking that the item used is for work purposes when submitting the reimbursement application, entering the name of the supervisor who approved it on the reimbursement application form, and entering the names of those who will receive the influenza vaccination (e.g., the employee: tax-exempt, family: taxable). Based on the user processing information regarding whether the prescribed processing exemplified above has been performed, the matching determination unit 33 determines whether the use of one or more welfare items associated with the reimbursement application conforms to the organization's regulations.

[0069] The matching determination unit 33 determines whether an employee is permitted to use a specific welfare benefit item from among one or more welfare benefit items, based on the usage status information and the usage restriction information. The usage status information is usage status information regarding the employee's past usage of one or more welfare benefit items, which is included in the user information UI acquired by the user information acquisition unit 21. The usage restriction information is usage restriction information regarding the usage restrictions of one or more welfare benefit items, which are defined for one or more welfare benefit items, and is included in the organizational regulations information ORI acquired by the organizational regulations information acquisition unit 25. Here, the usage restriction information is information regarding the applicable period or time of the welfare benefit, which is set for each item. The usage restriction information includes, for example, information regarding usage restrictions such as a certain welfare benefit item only being able to be purchased once a year.

[0070] If an employee has already used a specific employee benefit item in the past year, and the employee has set a usage restriction that allows them to purchase that item only once a year, then when the employee attempts to use that specific employee benefit item again (for the second time in the past year), the matching determination unit 33 determines that the employee is ineligible to use that specific employee benefit item. With this configuration, the information processing device 1 can easily determine whether the use of one or more employee benefit items associated with an advance payment request conforms to the organization's regulations, based on the employee's past usage history.

[0071] If the conformity determination unit 33 determines that the use of one or more welfare items associated with the reimbursement application does not conform to the company's regulations, it determines the prescribed actions that the employee should take in response to the rejection of the reimbursement application. For example, determining the prescribed actions includes calculating the amount the employee is responsible for using one or more welfare items, or reflecting the calculated amount in the salary information provided to the employee (e.g., payroll deduction). The prescribed actions are not limited to those described above and may also include reflecting the calculated amount in the employee's bonus. With this configuration, the information processing device 1 can determine the optimal prescribed action in response to the determination that the use of one or more welfare items associated with the reimbursement application does not conform to the company's regulations.

[0072] Returning to Figure 2, the input information generation unit 35 generates input information to instruct the AI ​​model to output the judgment result of at least one of the category determination unit 31 and the matching determination unit 33. In one embodiment, inputting (instructing) the input information to the AI ​​model may include transmitting the input information to the AI ​​server device 4 shown in Figure 1. Furthermore, obtaining the judgment result output therefrom may include obtaining a response from the AI ​​server device 4.

[0073] In one embodiment, the input information generation unit 35 generates input information that includes information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among one or more categories. The category determination unit 31 inputs the input information generated by the input information generation unit 35 to the AI ​​model to determine whether the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among one or more categories.

[0074] An example of the above input information when the AI ​​model is a natural language-accepting model such as LLM is as follows: "Please understand the following employee benefits information and reimbursement application information. Employee benefits information is information about one or more employee benefits items that represent the employee benefits adopted by the organization, and one or more categories of said one or more employee benefits items. Reimbursement application information is information about reimbursement applications made by users belonging to the organization for the use of one or more employee benefits items. Based on this information, please determine that the use of one or more employee benefits items associated with the reimbursement application corresponds to a specific category among the one or more categories."

[0075] The AI ​​model may be a machine learning model configured to output a specific category associated with each of the one or more welfare items used, based on welfare benefit information and reimbursement application information (for example, a model that has been pre-trained with training data to achieve such an input-output relationship). In this case, the input information may include welfare benefit information and reimbursement application information.

[0076] In one embodiment, the input information generation unit 35 generates input information that includes information for outputting a determination result to an AI model regarding whether the use of one or more welfare items associated with the reimbursement application conforms to the company's regulations. The conformance determination unit 33 inputs the input information generated by the input information generation unit 35 into the AI ​​model to determine whether the use of one or more welfare items associated with the reimbursement application conforms to the organization's regulations.

[0077] An example of the above input information when the AI ​​model is a natural language-accepting model such as LLM is as follows: "Please understand the following category determination results and organizational regulations information. The category determination results are information on whether the use of one or more welfare items associated with the reimbursement request corresponds to a specific category among one or more categories. The weight information is information on the weights that the company assigns to one or more welfare items. The organizational regulations information is organizational regulations information concerning the organization's rules, and is information on the use of welfare points for the use of one or more welfare items predetermined for one or more categories. Based on this information, please determine whether the use of one or more welfare items associated with the reimbursement request conforms to the organization's regulations."

[0078] The AI ​​model may be a machine learning model configured to output one or more recommended employee benefit items based on category determination results and organizational policy information (for example, a model that has been pre-trained with training data to achieve such an input-output relationship). In this case, the input information may include category determination results and organizational policy information.

[0079] <Operation> Figure 9 is a flowchart illustrating an example of the matching determination process of the information processing device according to this embodiment. The information processing device 1 shown in Figures 1 and 3 acquires welfare information BI (step S1). The information processing device 1 acquires reimbursement application information S3 (step S3). The information processing device 1 acquires organizational regulations information ORI (step S5). Based on the welfare information BI and reimbursement application information RAI, the information processing device 1 determines that the use of one or more welfare items associated with the reimbursement application corresponds to a welfare item in a specific category among one or more categories (step S7). Note that steps S1, S3, and S5 are not limited to this order and can be changed as appropriate.

[0080] The information processing device 1 determines, based on the determination result in step S7 and the organizational regulations information ORI, whether the use of one or more welfare items associated with the reimbursement request conforms to the organization's regulations (step S9). If it does conform (Yes), the information processing device 1 notifies the user that the use of one or more welfare items associated with the reimbursement request conforms to the organization's regulations and the reimbursement request is permitted (step S11). On the other hand, if it does not conform (No), the information processing device 1 determines that the use of one or more welfare items associated with the reimbursement request does not conform to the organization's regulations and the reimbursement request is not permitted, and determines the predetermined actions that the user should take in response to the rejection of the reimbursement request, and notifies the user of the determined predetermined actions (step S13). Although steps S7 and S9 are described above as different processing steps for convenience, and step S9 is described as being executed after step S7, steps S7 and S9 may actually be executed at the same time.

[0081] As described above, the information processing device 1 can easily determine whether the use of welfare items associated with reimbursement requests conforms to the organization's regulations. Furthermore, the information processing device 1 can send appropriate notifications to the user depending on whether or not the use of welfare items associated with reimbursement requests conforms to the organization's regulations.

[0082] <Hardware Configuration> Figure 13 is a diagram showing an example of the hardware configuration of a computer according to an embodiment of the present invention. Referring to Figure 13, an example of the hardware configuration when the devices included in the information processing system 100 shown in Figure 1 are implemented by the computer 200 will be described. Note that the functions of each device can also be implemented by dividing them among multiple devices. Furthermore, at least some of the information recorded by the recording unit 13 shown in Figure 1 may be stored in an external system (for example, a database managed by the company to which the user belongs or a database managed by an external human resources management service provider). In that case, the information processing system 100 may obtain at least some of the above-mentioned information from such storage locations.

[0083] As shown in Figure 13, the computer 200 mainly comprises a processor 201, a main storage device 202, an auxiliary storage device 203, an input / output interface 204, and a communication interface 205 as hardware resources, which are interconnected via a bus line 206 that includes an address bus, a data bus, a control bus, etc. Interface circuits (not shown) may be interposed between the bus line 206 and each hardware resource as appropriate.

[0084] The processor 201 controls the entire computer. The processor 201 corresponds, for example, to the control unit 12 shown in Figure 3. The main storage device 202 provides a workspace to the processor 201, and the SRAM ( S tatic R andom A Ccess M (emory) and DRAM ( D ynamic R andom A Ccess M The main storage device 202 is a volatile memory such as an emory. The auxiliary storage device 203 is a non-volatile memory such as an HDD, SSD, or flash memory that stores software programs and data. The programs and data are loaded from the auxiliary storage device 203 to the main storage device 202 via the bus line 206 at any given time.

[0085] The input / output interface 204 performs either or both of the following functions: presenting information and / or receiving information input. Examples include cameras, keyboards, mice, displays, touch panels / displays, microphones, and speakers. The communication interface 205 is connected to the predetermined communication network described above and transmits and receives data via the said communication network. The communication interface 205 may also acquire network-related information, such as information related to Wi-Fi access points.

[0086] It will be apparent to those skilled in the art that, through the cooperation of the hardware resources and software exemplified above, the computer 200 can function as a desired means, perform the desired steps, and realize the desired functions.

[0087] <Variation> The embodiments described above are for the purpose of facilitating understanding of this disclosure and are not intended to limit this disclosure. The configurations that the embodiments may have are not limited to those exemplified and can be modified as appropriate. Furthermore, configurations shown in different embodiments can be partially substituted or combined. As described above, in this embodiment, when an advance payment request for the use of one or more employee benefit items is actually made, the system may include a configuration in which, as part of the approval process for the advance payment request, it determines whether the use of one or more employee benefit items associated with the advance payment request conforms to the organization's regulations. In this regard, the information processing system 100 in this embodiment may provide an API to an existing advance payment request approval system (e.g., an expense settlement system). A application P rogramming I This may also include forms in which approval results are provided via an interface. The information processing system 100 in this embodiment can perform API integration with external systems such as existing reimbursement application approval systems, and each component included in the information processing system 100 can operate as a processing module when performing API integration.

[0088] <Example Configuration> This disclosure includes the following technologies:

[0089] [Note 1] A program that causes a computer to function as: an employee benefits information acquisition unit that acquires employee benefits information relating to one or more employee benefits items that indicate employee benefits adopted by an organization and one or more categories of said one or more employee benefits items; an advance payment application information acquisition unit that acquires advance payment application information relating to advance payment applications made by users belonging to the organization for the use of said one or more employee benefits items; an organizational regulations information acquisition unit that acquires organizational regulations information relating to the regulations of the organization, which is predetermined for each of said one or more categories, regarding the use of employee benefits points for the use of said one or more employee benefits items; a category determination unit that determines, based on the employee benefits information and the advance payment application information, that the use of said one or more employee benefits items associated with the advance payment application corresponds to a specific category among said one or more categories; and a conformance determination unit that determines, based on the determination result of the category determination unit and the organizational regulations information, whether the use of said one or more employee benefits items associated with the advance payment application conforms to the regulations of the organization.

[0090] [Note 2] The computer is further configured to function as a user information acquisition unit that acquires user information including a first welfare points that indicates the upper limit of welfare points that the user can use for the use of one or more welfare items, and a second welfare points set for each of the one or more categories that indicates the upper limit of welfare points that can be used for the use of one or more welfare items, and the matching determination unit determines, based on the determination result of the category determination unit, the first welfare points, and the second welfare points, whether the use of welfare points for the use of one or more welfare items associated with the reimbursement application is less than or equal to the first welfare points and less than or equal to the second welfare points. The program described in Appendix 1.

[0091] [Note 3] The program as described in Appendix 1 or 2, wherein the computer further functions as a user information acquisition unit that acquires user information including a first welfare points that indicates the upper limit of welfare points that the user can use for the use of the one or more welfare items, the organizational regulations information includes a conversion rate for welfare points used for the use of the one or more welfare items set for each of the one or more categories, and the matching determination unit determines, based on the determination result of the category determination unit and the conversion rate, whether the welfare points used for the use of the one or more welfare items associated with the advance payment application, converted according to the conversion rate, are less than or equal to the first welfare points.

[0092] [Note 4] The program as described in any one of the appendices 1 to 3, wherein the organization includes the user's affiliation as a component of the organization, the organization provision information acquisition unit acquires affiliation provision information relating to the affiliation provisions established for each affiliation to which the user belongs, and further acquires affiliation provision information relating to the use of welfare points for the use of one or more welfare items, and the matching determination unit determines, based on the determination result of the category determination unit and the affiliation provision information, whether the use of one or more welfare items associated with the reimbursement application conforms to the affiliation provisions.

[0093] [Note 5] The program described in any one of the appendices 1 to 4, wherein the organizational regulations information acquisition unit further acquires organizational regulations information relating to predetermined regulations established in an organization different from the organization to which the user belongs, and organizational regulations information relating to the use of one or more welfare items, and the matching determination unit determines, based on the determination result of the category determination unit and the said organizational regulations information, whether the use of one or more welfare items associated with the reimbursement application conforms to the predetermined regulations.

[0094] [Note 6] The program described in any one of the appendices 1 to 5, wherein the organizational regulations information acquisition unit further acquires non-taxable condition information regarding whether or not the non-taxable condition applies to the use of the one or more welfare items, and the matching determination unit determines, based on the determination result of the category determination unit and the non-taxable condition information, whether or not the non-taxable condition applies to the use of the one or more welfare items associated with the reimbursement application.

[0095] [Note 7] The aforementioned reimbursement application information includes user processing information regarding whether a predetermined process has been performed by the user when the reimbursement application is made, and the matching determination unit determines, based on the user processing information, whether the use of the one or more welfare items associated with the reimbursement application conforms to the regulations of the organization, as described in any one of the appendices 1 to 6.

[0096] [Note 8] The program described in any one of the appendices 1 to 7, wherein the computer further functions as a user information acquisition unit that acquires user information including usage information relating to the user's past usage of the one or more welfare items, the organizational regulations information acquisition unit further acquires usage restriction information relating to the usage restrictions of the one or more welfare items as defined for each of the one or more welfare items, and the matching determination unit determines, based on the usage information and the usage restriction information, whether or not the user is allowed to use a specific welfare item among the one or more welfare items.

[0097] [Note 9] The program described in any one of the appendices 1 to 8 includes organizational regulations information relating to the regulations of the organization that are associated only with a specific welfare item among the one or more welfare items described above.

[0098] [Note 10] The conformity determination unit determines, if it determines that the use of one or more welfare items associated with the advance payment application does not conform to the regulations of the organization, determines the prescribed actions that the user should take in response to the rejection of the advance payment application, as described in any one of the appendices 1 to 9.

[0099] [Note 11] The program described in Appendix 10, which determines the aforementioned specified matters, includes calculating the user's burden for the use of one or more welfare items, or reflecting the calculated burden in the salary information provided to the user.

[0100] [Note 12] The aforementioned reimbursement application information includes a receipt image relating to a receipt for the use of one or more welfare items, and the program described in any one of the appendices 1 to 11 further causes the computer to function as a text information acquisition unit that performs character recognition processing on the receipt image to acquire text information contained in the receipt image.

[0101] [Note 13] The program according to any one of the appendices 1 to 12, further causing the computer to function as an input information generation unit that generates input information for instructing an AI model to output the judgment result of at least one of the category determination unit and the matching determination unit.

[0102] [Note 14] The program as described in Appendix 13, wherein the input information includes at least one of the following: information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among the one or more categories; and information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization.

[0103] [Note 15] An information processing device comprising: an employee benefits information acquisition unit that acquires employee benefits information relating to one or more employee benefits items that indicate employee benefits adopted by an organization and one or more categories of said one or more employee benefits items; an advance payment application information acquisition unit that acquires advance payment application information relating to advance payment applications of users belonging to the organization for the use of said one or more employee benefits items; an organizational regulations information acquisition unit that acquires organizational regulations information relating to the regulations of the organization, which is predetermined for each of said one or more categories, regarding the use of employee benefits points for the use of said one or more employee benefits items; a category determination unit that determines, based on the employee benefits information and the advance payment application information, that the use of said one or more employee benefits items associated with the advance payment application is the use of an employee benefits item corresponding to a specific category among said one or more categories; and a conformance determination unit that determines, based on the determination result of the category determination unit and the organizational regulations information, whether the use of said one or more employee benefits items associated with the advance payment application conforms to the regulations of the organization.

[0104] [Note 16] An information processing method comprising: a computer acquiring welfare information relating to one or more welfare items that represent welfare benefits adopted by an organization and one or more categories of said welfare items; acquiring reimbursement application information relating to reimbursement applications made by users belonging to the organization for the use of said welfare items; acquiring organizational regulations information relating to the organization's rules, which includes organizational regulations information predetermined for each of said one or more categories regarding the use of welfare points for the use of said welfare items; determining, based on the welfare information and the reimbursement application information, that the use of said welfare items associated with the reimbursement application corresponds to a welfare item in a specific category among said one or more categories; and determining, based on the determination result and the organizational regulations information, whether the use of said welfare items associated with the reimbursement application conforms to the organization's rules. [Explanation of Symbols]

[0105] 1... Information processing device, 3a... Employee terminal device, 3b... Person in charge terminal device, 4... AI server device, 11... Communication unit, 12... Control unit, 13... Recording unit, 21... User information acquisition unit, 23... Welfare information acquisition unit, 25... Organizational regulations information acquisition unit, 27... Application information acquisition unit, 29... Text information acquisition unit, 31... Category determination unit, 33... Match determination unit, 35... Input information generation unit, 100... Information processing system,

Claims

1. Computers, A welfare information acquisition unit acquires welfare information relating to one or more welfare items that represent welfare benefits adopted by the organization to which the user belongs as a component of a company, and one or more categories of said welfare items. A reimbursement application information acquisition unit acquires reimbursement application information relating to reimbursement applications made by users belonging to the said organization for the use of one or more of the aforementioned welfare benefit items. Organizational regulations information acquisition unit acquires organizational regulations information relating to the regulations of the said organization, which includes organizational regulations information regarding the use of welfare points for the use of the said welfare items predetermined for each of the said one or more categories, based on organizational identification information for identifying the said organization to which the said user belongs. A category determination unit determines, based on the aforementioned welfare information and the aforementioned reimbursement application information, that the use of one or more welfare items associated with the reimbursement application corresponds to a welfare item that belongs to a specific category among the one or more categories; A conformity determination unit determines whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization, based on the determination result of the category determination unit and the organization identification information that identifies the organization to which the user belongs, and based on the organization regulations information obtained therefrom. An input information generation unit generates input information for instructing the AI ​​model to output the determination result of at least one of the category determination unit and the matching determination unit, To make it function as, The input information includes at least one of the following: information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among the one or more categories; and information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization. When the input information generation unit generates input information to instruct the AI ​​model to output the judgment result of the category determination unit, it generates the input information based on the welfare information and the reimbursement application information, and when the input information generation unit generates input information to instruct the AI ​​model to output the judgment result of the matching determination unit, it generates the input information based on the judgment result of the category determination unit and the organizational regulations information. program.

2. The aforementioned computer, The user information acquisition unit further functions to acquire user information including a first set of welfare points indicating the upper limit of welfare points that the user can use for the use of one or more welfare items, and a second set of welfare points indicating the upper limit of welfare points that can be used for the use of one or more welfare items, set for each of the one or more categories. The matching determination unit determines, based on the determination result of the category determination unit, the first welfare points, and the second welfare points, whether the use of welfare points for the use of one or more welfare items associated with the advance payment application is less than or equal to the first welfare points and less than or equal to the second welfare points. The program according to claim 1.

3. The aforementioned computer, The user information acquisition unit further functions to acquire user information including a first welfare points that indicates the upper limit of welfare points that the user can use for the use of one or more welfare items. The aforementioned organizational regulations information includes the conversion rate of welfare points used for the use of the aforementioned welfare items, which is set for each of the aforementioned one or more categories. The matching determination unit determines, based on the determination result of the category determination unit and the conversion rate, whether the welfare points used for the use of one or more welfare items associated with the advance payment application, converted according to the conversion rate, are less than or equal to the first welfare point. The program according to claim 1.

4. The said organization includes the affiliation of the said user as a component of the said organization, The aforementioned organizational regulations information acquisition unit acquires organizational regulations information relating to the regulations of each department to which the user belongs, and further acquires organizational regulations information relating to the use of welfare points for the use of one or more welfare items. The matching determination unit determines, based on the determination result of the category determination unit and the departmental regulations information, whether the use of the one or more welfare items associated with the reimbursement application conforms to the regulations of the department. The program according to claim 1.

5. The aforementioned organizational regulations information acquisition unit acquires organizational regulations information relating to prescribed regulations established in an organization different from the organization to which the user belongs, and further acquires organizational regulations information regarding the use of one or more welfare items. The conformity determination unit determines, based on the determination result of the category determination unit and the organizational regulations information, whether the use of the one or more welfare items associated with the reimbursement application conforms to the prescribed regulations. The program according to claim 1.

6. The aforementioned organizational regulations information acquisition unit further acquires tax exemption information regarding whether or not tax exemption conditions apply to the use of one or more of the aforementioned welfare items. The matching determination unit determines, based on the determination result of the category determination unit and the non-taxable condition information, whether the non-taxable condition applies to the use of the one or more welfare items associated with the advance payment application. The program according to claim 1.

7. The aforementioned reimbursement application information includes user processing information regarding whether the user has performed a predetermined process when the reimbursement application was submitted. The matching determination unit determines, based on the user processing information, whether the use of the one or more welfare items associated with the reimbursement application conforms to the regulations of the organization. The program according to any one of claims 4 to 6.

8. The aforementioned computer, The user information acquisition unit further functions to acquire user information including usage information regarding the user's past usage of one or more of the aforementioned welfare items. The aforementioned organizational regulations information acquisition unit further acquires usage restriction information regarding the usage restrictions of the one or more welfare items specified for each of the one or more welfare items, The matching determination unit determines, based on the usage status information and the usage restriction information, whether or not the user is allowed to use a specific welfare benefit item among the one or more welfare benefit items. The program according to claim 1.

9. The aforementioned organizational regulations information includes organizational regulations information relating to the regulations of the said organization that are associated only with a specific welfare item among the one or more welfare items. The program according to claim 1.

10. If the conformity determination unit determines that the use of one or more welfare items associated with the advance payment application does not conform to the regulations of the organization, it determines the prescribed actions that the user should take in response to the rejection of the advance payment application. The program according to claim 1.

11. Determining the aforementioned specified matters includes calculating the user's burden for the use of one or more welfare items, or reflecting the calculated burden in the salary information provided to the user. The program according to claim 10.

12. The aforementioned reimbursement application information includes images of receipts relating to the use of one or more of the aforementioned welfare items. The aforementioned computer, The unit further functions as a text information acquisition unit, which performs character recognition processing on the receipt image to acquire text information contained in the receipt image. The program according to claim 1.

13. A welfare information acquisition unit that acquires welfare information relating to one or more welfare items that indicate welfare benefits adopted by the organization to which the user belongs as a component of a company, and one or more categories of the one or more welfare items, A reimbursement application information acquisition unit acquires reimbursement application information relating to reimbursement applications made by users belonging to the said organization for the use of one or more of the aforementioned welfare benefit items. Organizational regulations information acquisition unit acquires organizational regulations information relating to the regulations of the said organization, which includes organizational regulations information regarding the use of welfare points for the use of the said welfare items predetermined for each of the said one or more categories, based on organizational identification information that identifies the said organization to which the said user belongs. A category determination unit determines, based on the aforementioned welfare information and the aforementioned reimbursement application information, that the use of one or more welfare items associated with the reimbursement application corresponds to a welfare item that belongs to a specific category among the one or more categories; A conformance determination unit determines whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization, based on the determination result of the category determination unit and the organization identification information that identifies the organization to which the user belongs, and based on the organization regulations information obtained therefrom, An input information generation unit generates input information for instructing the AI ​​model to output the determination result of at least one of the category determination unit and the matching determination unit, Equipped with, The input information includes at least one of the following: information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among the one or more categories; and information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization. When the input information generation unit generates input information to instruct the AI ​​model to output the judgment result of the category determination unit, it generates the input information based on the welfare information and the reimbursement application information, and when the input information generation unit generates input information to instruct the AI ​​model to output the judgment result of the matching determination unit, it generates the input information based on the judgment result of the category determination unit and the organizational regulations information. Information processing device.

14. Computers To obtain information on welfare benefits relating to one or more welfare benefit items and one or more categories of said welfare benefit items, which represent the welfare benefits adopted by the organization to which the user belongs as a component of the company. To obtain reimbursement application information regarding reimbursement applications from users belonging to the said organization for the use of one or more of the aforementioned welfare benefit items, Organizational regulations information relating to the rules of the organization to which the user belongs as a component of the said company, wherein organizational regulations information regarding the use of welfare points for the use of the said welfare items predetermined for each of the said one or more categories is obtained based on organizational identification information that identifies the said organization to which the user belongs. Based on the aforementioned welfare information and the aforementioned reimbursement application information, it is determined that the use of one or more welfare items associated with the reimbursement application corresponds to a welfare item that belongs to a specific category among the one or more categories; Based on the determination result for the specific category and the organizational regulations information obtained based on the organizational identification information identifying the organization to which the user belongs, it is determined whether the use of the one or more welfare items associated with the reimbursement application conforms to the regulations of the organization, To generate input information for instructing the AI ​​model to output at least one of the judgment results regarding the specific category and the judgment result regarding whether or not it conforms to the regulations of the organization, Execute, The input information includes at least one of the following: information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application corresponds to a specific category among the one or more categories; and information for outputting a determination result to the AI ​​model regarding whether the use of one or more welfare items associated with the reimbursement application conforms to the regulations of the organization. Generating the aforementioned input information includes, when generating input information to instruct the AI ​​model to output the judgment result for the specific category, generating the input information based on the welfare information and the reimbursement application information, and when generating input information to instruct the AI ​​model to output the judgment result of whether or not it conforms to the regulations of the organization, generating the input information based on the judgment result for the specific category and the organizational regulations information. Information processing methods.

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