JP4044974B2 - Form data processing method and form processing apparatus - Google Patents

Description

[0001]
[Industrial application fields]
The present invention relates to an improved form data processing method and form processing apparatus.
Businesses dealing with forms such as financial institutions have recently become EDP, the person in charge processes the form data stored in the file, the person in charge takes out the processed data from the file and confirms it, and further confirmation A method is used in which advanced data is taken out and given approval.
[0002]
However, in the processing method in which such a series of processing is always performed through the same processing stage, if no mistake is found in the person in charge, the confirmation process and the approval process overlap, or if a mistake is found There is an operational problem that the operator at the time of discovery must be corrected and is not as efficient as a full-time person, or that the operator who performs the next process waits if the previous process is delayed.
[0003]
Therefore, there is a need for a form data processing method that solves operational problems in such a form processing apparatus and a form processing apparatus that implements the method.
[0004]
[Prior art]
FIG. 7 is an explanatory diagram of a conventional example. A transfer processing device that receives image data of a transfer slip by FAX, performs recognition processing of this image data, converts it into code data, and restores the transfer slip (creates form data). An example is shown.
[0005]
In FIG. 7, the recognizing unit 12 retrieves the form data (form data NOn in FIG. 7) that is received by the receiving unit 10 and whose processing status information stored in the file 11 is “unprocessed” (form data NOn in FIG. 7). Is converted into code data, the processing status information is set to “waiting for input”, and the record of the form data NOn is updated.
[0006]
At the input terminal 13, form data “data NO2” “data waiting” is retrieved and output from the file 11, and after the operator in charge performs input processing, the record is updated as “confirmation waiting”. In the input process, since the image data of the slip and the character of the recognized code are displayed on the input terminal 13, the operator compares the image data with the character and corrects the portion if there is a recognition error. .
[0007]
In the confirmation terminal 14, form data (data NO1) “waiting for confirmation” is retrieved and output. When a dedicated operator performs confirmation processing, the record is updated as “waiting for approval”.
[0008]
Further, the approval terminal 15 retrieves and outputs the form data (data NO4) “waiting for approval”, and when it is approved by a dedicated operator, the record is updated as “processed”.
[0009]
In the confirmation process and approval process, as in the case of the input process, if an operator detects a mistake in the slip data, the operator corrects the part, and after the process, the corresponding key such as “confirmation key”, “approval key”, etc. Press to finish. Further, the “processed” form data is further transmitted to a higher-level device or printed out as a form.
[0010]
[Problems to be solved by the invention]
In the conventional method described above, each process of input, confirmation, and approval is performed even when all items are correctly recognized in the recognition process. In addition, it is corrected correctly in the input process, no correction is required at the time of confirmation, and even if the amount is small, it is necessary to perform an approval process, which increases the accuracy but is very laborious. Even if a mistake is found at the time of approval, it is necessary for the approval operator (mainly a manager) to correct it.
[0011]
Also, the confirmation process is an auxiliary process of the approval process, and if the approval process is performed, the confirmation process need not be performed. When the operation of the approval operator is vacant, it is necessary to wait for the confirmation process to be performed, which causes a problem of inefficiency.
[0012]
In view of the above problems, an object of the present invention is to provide a form data processing method that can efficiently perform form processing and a form processing apparatus that realizes the processing method.
[0013]
[Means for Solving the Problems]
(1) The form data processing method according to the first aspect of the present invention is a form processing apparatus for sequentially processing form data by dividing it into a plurality of processing phases as shown in FIG. 1 showing the explanation (part 1) of the present invention. in the case of setting the processing phase to be processed next to the form data after processing a _n, validates the form data before and after the treatment, if the verification result satisfies a predetermined condition is set in accordance with the process phase The processing phase is advanced by a plurality of steps (next processing a _{n + m} , m ≠ 1).
(2) In the form data processing method of the second invention, the predetermined condition in the first invention is that the form data does not change before and after the process.
(3) In the form data processing method of the third invention, the predetermined condition in the first invention is that the specific item in the form data does not change before and after the process.
(4) The form data processing method according to the fourth aspect of the present invention is a form processing apparatus for sequentially processing form data by dividing it into a plurality of processing phases as shown in FIG. 2 showing the explanation (part 2) of the present invention. in the case of setting the processing phase to be processed next to the form data after processing a _n, validates the contents of the form data, the amount of form data described in the case of less than a predetermined amount, is set in accordance with the process phase The processing phase is advanced by a plurality of steps (next processing a _{n + m} ).
(5) A form data processing method according to a fifth aspect of the invention is a form processing apparatus for processing form data in a plurality of processing phases and sequentially processing the form data as shown in FIG. in verifies the presence or absence of defect of the form data in the processing phase (process a _n), if a defect is present and returns to the processing phase to correct the defect the processing phase to be processed next form data (next processing a _nm ).
(6) The form data processing method according to the sixth aspect of the present invention provides form data to be processed in a plurality of processing phases as corresponding processing means as shown in FIG. 4 showing the explanation (part 4) of the present invention. in the form processing apparatus for processing, as the processing phase of the processing form data to be the processing means, a predetermined first processing phase (process a _n) with a first processing phase of a given before the second processing phase (process a _nm ) is assigned, and when a processing waiting state occurs in the processing means, the form data waiting for the second processing phase is processed.
(7) The seventh invention is a form processing apparatus for processing form data through a plurality of processing phases, a file storing the form data together with processing status information indicating the current processing phase, and extracting the form data from the file. Processing means for performing predetermined processing according to the processing status information, processing status update means for updating the processing status information and performing file update processing of the processed form data, and update condition instruction means ,
The update condition instruction means is for instructing the update condition and the number of update steps of the process status information of the form data in correspondence with the process status.
The processing status update means verifies the processing state of the form data by the processing means, and updates the processing status information of the predetermined step-part form data based on the instruction of the update condition instruction means corresponding to the verification result. Constitute.
(8) An eighth invention is a form processing apparatus for processing form data through a plurality of processing phases, a file for storing form data together with processing status information indicating the current processing phase, and the form data from the file. Processing means for extracting and performing predetermined processing according to the processing status information; output means for extracting form data to be processed from a file; and output instruction means;
The output instruction means instructs the output of the second form data having the processing status information permitted to be processed by the processing means when the first form data indicated by the processing means does not exist in the file.
The output means is configured to extract the second form data instructed by the output instruction means from the file and output it to the processing means when the first form data does not exist in the file.
[0014]
[Action]
(1) In the first invention, the processing is not always performed in accordance with a predetermined processing phase, but when the processing result is verified and a predetermined condition is satisfied, the next processing phase of the processed form data is predetermined. This is to skip a few.
(2) In the second invention, the predetermined condition is that there is no change in the form data before and after processing.
[0015]
Thereby, for example, in the case of a transfer processing apparatus (hereinafter the same), if a recognition error cannot be found in the input process, the confirmation process is omitted, and the process efficiency is improved.
(3) The third invention is a case where the specific item in the form data before and after the process is not changed as the predetermined condition.
[0016]
Thus, for example, even if there is a mistake in an item with relatively low importance, such as a transfer person address, and correction is performed, efficiency is improved by omitting the confirmation process.
(4) According to a fourth aspect of the present invention, when setting the processing phase to be processed next to the processed form data, when the amount described in the form data is equal to or less than a predetermined amount, a plurality of values set according to the processing phase are set. The processing phase is advanced by steps.
[0017]
Thus, for example, even if a recognition error is found in the input process, if the handling amount is equal to or less than a predetermined amount, the confirmation process is omitted and efficiency is improved.
(5) In the fifth invention, the presence or absence of a defect in the form data is verified in the processing phase, and if there is a defect, the process phase to be processed next to the form data is returned to the processing phase for correcting the defect. It is.
[0018]
As a result, for example, when an error is found in the approval process, the operator can correct it by returning to the input process instead of correcting it.
(6) A sixth invention is a processing phase to be processed of a certain processor, the predetermined first processing phase (process a _n), a first processing phase of a given before the second processing phase (process a _nm ), and when there is no form data waiting for the first processing phase and a processing waiting state occurs, processing of the form data waiting for the second processing phase is performed by the processing means. For example, when there is no form data waiting for approval, the form data waiting for confirmation can be processed.
(7) The seventh invention is a form processing apparatus for realizing the above-mentioned inventions (1) to (5).
[0019]
First, the processing status update unit verifies the processing result of the form data by the processing unit (for example, a terminal device), and updates the processing status information of the form data for a predetermined step indicated by the update condition table based on the verification result. To do.
[0020]
In the update condition table, predetermined conditions (change items before and after the process, amount of money, defects, etc.) that should be satisfied in response to the processing phase and the number of update steps corresponding to the conditions are set. For example, when a predetermined item of the form data does not change before and after the process, the process phase is skipped by one or more stages, and when there is a change, an update process such as one step is performed.
[0021]
As described above, processing of form data can be efficiently performed by omitting unnecessary processing phases or returning processing phases processed by a dedicated operator according to the processing result.
(8) Eighth Invention The form processing apparatus according to the present invention realizes the above-described invention (6), and allows a predetermined processing means (terminal device or operator ID) to perform a plurality of processes and perform normal processing. If there is no first form data to be processed, processing of the permitted second form data is performed. For this reason, the output means refers to the setting table when the first form data designated by the processing means does not exist in the file and outputs the second form data having the processing status information permitted to the processing means. Take out from the file and pass to the processing means.
[0022]
As described above, in a system that processes form data sequentially in multiple processing phases, all necessary processing is performed for each form data by changing the next processing phase according to the processing result for each form data. However, the processing amount of the entire system can be reduced, and the throughput of the system is improved.
[0023]
In addition, since the form data processing can be returned to the process prior to the current one, it is possible to perform specialized processing such as correction of the form data or an experienced operator, thereby reducing the individual work time. Can be achieved.
[0024]
Furthermore, by processing form data waiting for processing, which is different from the processing of the form data waiting for processing, the processing load can be distributed, and the flexibility of the system is improved.
[0025]
【Example】
FIG. 5 is a block diagram of an embodiment, and FIG. 6 is an operation flowchart. In addition, the same code | symbol represents the same target object through all the figures.
[0026]
In the present embodiment, a facsimile exchange processing system that processes transfer slip data (hereinafter referred to as form data) transmitted by FAX through a plurality of processing phases will be described.
[0027]
In FIG. 5, 21 is a transfer processing device, 20 is a FAX, and 40 is a processing terminal such as an input terminal, a confirmation terminal, an approval terminal or the like. The processing by the processing terminal 40 may be a dedicated terminal set by a terminal number or the like, or may be set by an operator's ID input at the same processing terminal.
[0028]
The FAX 20 outputs the received transfer slip image data to the transfer processing device 21.
In the transfer processing device 21, reference numeral 23 denotes a reception memory in which image data output from the FAX 20 is stored. A recognition unit 22 recognizes the received image data and converts it into code data.
[0029]
A file input unit 24 stores the image data and code data recognized by the recognition unit 22 in the file 25. A file update unit 31 updates the file 25 with the form data processed by the processing terminal 40. A business processing unit 29 performs predetermined processing such as delivery of form data and processing status information in response to a request from the processing terminal 40.
[0030]
A file search unit 30 searches for the file 25 and passes it to the job processing unit 29 when requested to search for slip data having designated processing status information.
Reference numeral 27 denotes a process change setting table, which is set for processing terminals (processing phases such as input processing and confirmation processing, and there may be one or more settings) that are permitted for processing terminals.
[0031]
In the processing terminal 40, reference numeral 41 denotes an editing unit that performs editing based on the image data and code data of the transfer slip transferred from the transfer processing device 21 and display on the display unit 44 and correction input. A memory 42 stores received form data. 43 is a processing status update unit, which refers to the update condition table 47, compares the edited result with the update condition, updates the processing status information based on the number of steps instructed, and the transfer processing device together with the processed form data Send to 21.
[0032]
Reference numeral 47 denotes an update condition table, in which update conditions for process status information are set in advance. For example, (1) the number of skipping of the processing status when the specific item does not change before and after the processing (verification) for each processing phase, and (2) when the keyboard 45 is input that requires correction Update destination process status information, (3) the number of skips corresponding to the amount of money, etc. are set.
[0033]
Reference numeral 45 denotes a keyboard, which is used to input corrections for displayed code data. Although not shown, a correction required input key is provided for returning the processing status information.
[0034]
In the above configuration, the following processing is performed. First, the image data of the transfer slip received by the FAX 20 is transmitted to the transfer processing device 21, and the image data and code data recognized by the recognition unit 22 are stored in the file 25. At this time, verification number 1 (waiting for input) is given as processing status information.
(1) When the verification number n is selected by the operator at the processing terminal 40,
(2) The business processing unit 29 of the transfer processing device 21 requests the file search unit 30 to search for the form data with the verification number n, and transmits the obtained form data to the processing terminal 40.
(3) At this time, if there is no form data of the verification number n in the file 25, the processing change setting table 27 is referred to, and if other processing status information permitted to be processed is set, the verification number nm The form data is requested to be searched, and the form data is transmitted to the processing terminal 40.
[0035]
In this case, if another process permitted for the process is set in the process change setting table 27, the process name (verification number) is notified to the processing terminal 40, and the operator is inquired whether or not the process can be processed and accepted. Sometimes, the form data of the verification number nm may be transmitted.
(4) When the processing of the verification number n is completed, the processing status update unit 43 compares each item before and after the processing of the verification number n,
(5) Refer to the update condition table 47.
(6) Then, the processing status information is changed according to the update condition set in the update condition table 47. For example, when the condition without data change is satisfied, the processing status information of the processed form data is “n + m”, and when it is not satisfied, “n + 1” is set. If a key requiring correction is input, the verification number is updated to the designated “nm”.
[0036]
As described above, the processed form data is updated in the verification number and stored in the file 25, and is processed by the processing terminal 40 that designates the verification number.
The above is specifically described as follows, for example.
{Circle around (1)} The form data received by the FAX 20 and recognized by the recognition unit 22 is stored in the file 25 with the processing status “waiting for input”.
{Circle around (2)} When “waiting for input” is designated at the processing terminal 40, it is extracted from the form data of “waiting for input” in the order of recognition and transmitted to the processing terminal 40 for correction processing.
[0037]
If no correction is made in this process, “waiting for confirmation” is skipped to “waiting for approval”, and if there is a correction, skipping such as “waiting for confirmation” is performed.
{Circle over (3)} Also, in this input process, if it is collated with the set amount and is within the amount and there is no correction, “wait for confirmation” is skipped and set to “wait for approval”.
(4) In the approval process, if there is no “wait for approval”, the operator requests “wait for confirmation” and performs the confirmation process. If a mistake is found, the process returns to “waiting for input” to perform re-input processing.
[0038]
According to the above embodiment, according to the processing result, (1) the processing phase is skipped, (2) the processing phase is reversed, and (2) other processing is performed. And efficiency of processing is achieved.
[0039]
【The invention's effect】
As described above, the following effects can be obtained by the present invention.
(1) The amount of processing can be reduced without degrading the quality of data to be handled, and the throughput of the entire system is improved. When we show concrete effect in facsimile exchange processing system,
(1) If there is no change in the contents of each item before and after the input process, the result recognized by the recognition unit matches the contents confirmed by the operator in the input process, so the subsequent confirmation process is skipped. Even if the input processing operator does not cheat, the confirmation processing can be reduced.
[0040]
(2) By skipping the confirmation process or the approval process for data below the preset amount, for example, in the approval process, only important form data can be processed.
(2) Since the corresponding form data can be returned to the previous process when a defect is found, correction can be made quickly.
(3) In systems where the form data to be processed varies greatly depending on the time of day, it can be handled by changing the processing sequence flexibly.
(4) In the confirmation process or the approval process, the data waiting for input or the data waiting for confirmation can be processed, respectively, so that the throughput of the system especially in the peak time zone can be improved. This is very effective in the case of a system in which data to be processed per unit time such as exchange processing is greatly different between a normal time zone and a peak time zone.
[Brief description of the drawings]
FIG. 1 is a diagram representing the description of the present invention (part 1). FIG. 2 is a diagram representing the description of the present invention (part 2). FIG. 3 is a diagram representing the description of the present invention (part 3). FIG. 5 is a diagram showing an explanation (part 4) of the invention. FIG. 5 is a block diagram of an embodiment. FIG. 6 is an operation flowchart. FIG.
10 Receiver 11 File
12 Recognition unit 13 Input terminal
14 Confirmation terminal 15 Approval terminal
20 FAX 21 Transfer processing device
22 Recognition unit 23 Reception memory
24 File input section 25 files
26 Form data 27 Process change setting table
29 Business Processing Department 30 File Search Department
31 File update unit 40 Processing terminal
41 Editor 42 Memory
43 Processing status update section 44 Display section
45 Keyboard 47 Update condition table

Claims (4)

A form data processing apparatus for executing form data processing that requires approval processing,
Storage means for storing the code data of the form;
Recognizing means for recognizing received image data of the form and converting it into code data, and storing the code data and status information indicating that the code data is waiting for input in the storage means;
Based on the request from the correction terminal, out of the code data stored in the storage means, the code data of the form data indicating that the status information is waiting for input is transmitted to the correction terminal, and then the correction terminal When the code data transmitted by the correction means of the correction terminal has been corrected, the status information of the code data in the storage means is updated to status information indicating a waiting state for confirmation processing, and the correction means in the correction terminal If the code data transmitted by the correction means is not corrected, the correction processing means for updating the status information of the code data of the storage means to status information indicating the approval processing waiting state;
Based on the request from the confirmation terminal, among the code data stored in the storage means, the code data of the form data indicating that the status information is waiting for confirmation is transmitted to the confirmation terminal, and then the confirmation terminal A confirmation processing means for updating the status information of the code data in the storage means to status information indicating an approval processing waiting state when confirmation is performed ;
Based on the request from the authorization terminal transmits among the code data stored in the storage means, the code data of the form data indicating that the status information is awaiting approval in the authorization terminal, then by the approval terminal Approval processing means for updating the status information of the code data in the storage means based on an instruction ;
A form data processing apparatus characterized by having The approval processing means includes
2. The form data processing apparatus according to claim 1, wherein if there is an instruction to be corrected in the form data during the approval process, the status code of the form data is updated to status information indicating an input waiting state. A form data processing method that requires approval process form data processing apparatus having a storage means for storing form data is performed,
The form data processing device
A recognition step of recognizing and converting the received image data of the form into code data, and storing the code data and status information indicating that the code data is waiting for input;
Based on the request from the correction terminal, out of the code data stored in the storage means, the code data of the form data indicating that the status information is waiting for input is transmitted to the correction terminal, and then the correction terminal If modifications to code data transmitted by correction means of the correction device is performed, updates the status information indicating the confirmation processing wait status to status information of the code data of the storage means, the correction means in said correction terminal When the code data transmitted by the above is not corrected, a correction processing step of updating the status information of the code data of the storage means to status information indicating an approval processing waiting state;
Based on the request from the confirmation terminal, among the code data stored in the storage means, the code data of the form data indicating that the status information is waiting for confirmation is transmitted to the confirmation terminal, and then the confirmation terminal A confirmation processing step for updating the status information of the code data in the storage means to the status information indicating the approval processing waiting state when the confirmation is performed ;
Based on the request from the approval terminal, among the code data stored in the storage means, the code data of the form data indicating that the status information is waiting for approval is transmitted to the approval terminal, and then the approval terminal An approval processing step of updating status information of the code data of the storage means based on an instruction ;
A form data processing method characterized by executing The form data processing device further updates the status code of the form data to status information indicating an input waiting state when there is an instruction to be corrected in the form data in the approval processing step. 3. The form data processing method according to 3.

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