JP7564659B2 - Information processing device, information processing system, information processing method, and program - Google Patents

Description

The present invention relates to an information processing device, an information processing system, an information processing method, and a program.

Budget and actual performance management, which involves managing budgets and actual results, is important from the perspective of cash flow management, etc.
Patent Document 1 discloses a budget/actual management device that manages a planned budget and actual results by matching the items and ranges of the budget and actual results.

JP 2002-216068 A

It is possible to calculate the planned budget from supporting documents such as receipts and invoices. However, the supporting documents only show the planned budget for, say, one month from now, and even if it turns out that expenses one month from now are higher than expected, it is difficult to immediately come up with the money or cut expenses.

According to one aspect of the present invention, an information processing device is provided. The information processing device includes an extraction unit, a generation unit, and an output unit. The extraction unit extracts specific transaction information from the contract data. The generation unit generates financial planning information based on the transaction information extracted by the extraction unit. The output unit outputs the financial planning information.

FIG. 1 is a diagram illustrating an example of a system configuration of an information processing system. FIG. 2 is a diagram illustrating an example of a hardware configuration of the server device. FIG. 3 is a diagram illustrating an example of a functional configuration of the server device. FIG. 4 is a diagram showing an example of contract data. FIG. 5 is an activity diagram showing an example of an information processing method executed by the server device. FIG. 6 is a diagram showing an example of financial planning information. FIG. 7 is a diagram illustrating an example of a system configuration of an information processing system according to the first modified example. FIG. 8 is a diagram illustrating an example of a functional configuration of a server device according to the first modification. FIG. 9 is an activity diagram illustrating an example of information processing by the server device of the first modified example. FIG. 10 is a diagram showing an example of a memorandum accompanying a change in the contents of a contract.

The following describes embodiments of the present invention with reference to the drawings. The various features shown in the following embodiments can be combined with each other.

The program for realizing the software appearing in this embodiment may be provided as a non-transitory computer-readable recording medium, or may be provided so as to be downloadable from an external server, or may be provided so that the program is started on an external computer and its functions are realized on a client terminal (so-called cloud computing).

In this embodiment, a "unit" may also include, for example, a combination of hardware resources implemented by a circuit in the broad sense and software information processing that can be specifically realized by these hardware resources. In addition, this embodiment handles various types of information, which may be represented, for example, by physical values of signal values representing voltage and current, high and low signal values as a binary bit collection consisting of 0 or 1, or quantum superposition (so-called quantum bits), and communication and calculations may be performed on a circuit in the broad sense.

In the broad sense, a circuit is a circuit realized by at least appropriately combining a circuit, circuitry, a processor, and memory. In other words, it includes application specific integrated circuits (ASICs), programmable logic devices (e.g., simple programmable logic devices (SPLDs), complex programmable logic devices (CPLDs), and field programmable gate arrays (FPGAs)), etc.

<Embodiment 1>
1. System Configuration Fig. 1 is a diagram showing an example of the system configuration of an information processing system 1000. The information processing system 1000 includes a server device 100 and an external system 110 as a system configuration. The server device 100 is communicably connected to the external system 110 via a network 120. The server device 100 is an example of an information processing device. The external system 110 is a system that provides an electronic signature service that indicates that mutual agreement has been made by uploading a document such as a contract, the contents of which have been mutually agreed upon in advance, and receiving the consent of the other party.

2. Hardware Configuration FIG. 2 is a diagram showing an example of the hardware configuration of the server device 100. The server device 100 includes a control unit 201, a storage unit 202, and a communication unit 203 as the hardware configuration. The control unit 201 controls the entire server device 100. The storage unit 202 stores a program and data used when the control unit 201 executes processing based on the program. The control unit 201 executes processing based on the program stored in the storage unit 202 to realize the functional configuration shown in FIG. 3 and FIG. 8 and the processing of the activity diagram shown in FIG. 4 and FIG. 9. The communication unit 203 connects the server device 100 to the network 120, etc., and manages communication between the server device 100 and other devices.

3 is a diagram showing an example of the functional configuration of the server device 100. The server device 100 includes, as its functional components, an extracting unit 301, a generating unit 302, and an output unit 303.

(Extraction unit 301)
The extraction unit 301 extracts specific transaction information from the contract data. The transaction information is information on the transaction in the contract data, and includes, for example, the business content, the business partner, the payment amount, the payment due date, the payment method, and the like.
The extraction unit 301 receives a contract in PDF (Portable Document Format) format that has been electronically signed with mutual consent from the external system 110. Here, PDF is just an example, and electronic data in other formats may be used. The extraction unit 301 executes OCR (Optical Character Recognition) on the received PDF format contract to obtain contract data, and extracts specific transaction information that has been set from the obtained contract data.
As another example, the extraction unit 301 may receive contract data from the external system 110, in which a PDF-format contract has been subjected to OCR processing and characters and the like have been extracted. In such a configuration, the extraction unit 301 extracts specific transaction information that has been set from the received contract data.
Furthermore, the extraction unit 301 may switch the above-mentioned processing depending on the data format received from the external system 110 (i.e., whether the data is in PDF format or is extracted data in which characters or the like are extracted from a PDF).
Furthermore, when a contract document such as a Word (registered trademark) file before being converted to PDF is received from the external system 100, the control unit 301 may extract specific transaction information from the Word file.
In the following, for the sake of simplicity, the extraction unit 301 will be described as executing OCR on the contract data in PDF format, acquiring the contract data, and extracting specific transaction information that has been set from the acquired contract data.

FIG. 4 is a diagram showing an example of contract data.
The extraction unit 301 extracts the set character or word and the numbers and characters adjacent to the character or word from the contract data as transaction information. For example, the extraction unit 301 performs morphological analysis on the sentence of the contract data, and extracts the definition part 401 of the name in the contract of A, B, etc., and the part 402 in which A, B, etc. appear adjacent to the definition part of the name, etc., from the contract data as transaction information. The part 402 in which A, B, etc. appear may include numbers and characters. A, B, etc. are examples of the set character or word. Other examples of the set character or word include remuneration, expense, payment, due date, etc. Note that adjacent to a character or word means, for example, within a predetermined number of characters to the left and right of the character or word in the case of horizontal writing. In the case of vertical writing, adjacent to a character or word means within a predetermined number of characters above and below the character or word. Here, the predetermined number of characters is set in advance. For example, the predetermined number of characters is 40 characters. For example, a line break is also counted as one character.

The extraction unit 301 also extracts the set symbol and the numbers and characters adjacent to the symbol from the contract data as transaction information. For example, the extraction unit 301 performs morphological analysis on the contract data document, and extracts the ￥ portion 403, the number portion 405 adjacent to the ￥ portion 403, and the character portion 404 and the character portion 406 from the contract data as transaction information. The ￥ is an example of a symbol.

(Generation unit 302)
The generating unit 302 generates financial plan information based on the transaction information extracted by the extracting unit 301. The financial plan information is information on the financial plan of the ordering side or the receiving side, such as information used for budget/actual management, information used for payment management, income/expense information, etc.
The generating unit 302 generates financial planning information based on the transaction information depending on whether the contract data is contract data on the order side or contract data on the order receiving side. More specifically, the generating unit 302 identifies whether the contract data is contract data on the order side or contract data on the order receiving side based on the transaction information extracted by the extracting unit 301. For example, information on the company's name (e.g., X Corporation) is stored in the storage unit 202. For example, the generating unit 302 identifies the contract data as the order side based on the information on the company's name (X Corporation) stored in the storage unit 202 and the transaction information (a definition portion 401 of the names in the contract of A, B, etc., and a portion 402 in which A, B, etc. appear adjacent to the definition portion of the names, etc.). Then, the generating unit 302 generates financial planning information based on the transaction information according to the identified contract data.

If the identified contract data is contract data from the ordering party, the generation unit 302 generates payment forecast information for a specified accounting period as financial planning information based on the transaction information. For example, the generation unit 302 automatically predicts payment expenses for a specified accounting period (e.g., per month) from the amount, payment method, contract period, etc. of the transaction information, and generates this as payment forecast information. The payment forecast information includes the payment due date, payment amount, etc. Furthermore, if the identified contract data is contract data from the receiving party, the generation unit 302 generates sales forecast information for a specified accounting period as financial planning information based on the transaction information. For example, the generation unit 302 automatically predicts sales for a specified accounting period (e.g., per month) from the amount, payment method, contract period, etc. of the transaction information, and generates this as sales forecast information.

(Output unit 303)
The output unit 303 outputs the financial planning information. The output unit 303 outputs the financial planning information by storing it in the storage unit 202 or transmitting it to another device or system with which it can communicate.

5 is an activity diagram showing an example of an information processing method executed by the server device 100. As shown in FIG.
At A500, the extractor 301 waits to receive data from the external system 110.
In A501, the extraction unit 301 determines whether the received data is contract data in PDF format. For example, the extraction unit 301 determines whether the received data is in PDF format based on the file extension of the received data, and determines whether the data is contract data based on whether the file name is a predetermined file name. If the extraction unit 301 determines that the received data is contract data in PDF format, the process proceeds to A502, and if the extraction unit 301 determines that the received data is not contract data in PDF format, the process returns to the process in A500. Note that, although FIG. 5 describes that if the received data is not contract data in PDF format, the process returns to the process in A500, the server device 100 may execute other processes according to the received data.

In A502, the extraction unit 301 extracts transaction information from the contract data.
In A503, the generating unit 302 generates financial planning information based on the transaction information extracted by the extracting unit 301. Fig. 6 is a diagram showing an example of financial planning information.
In A504, the output unit 303 outputs the financial plan information generated by the generation unit 302. For example, when the output unit 303 outputs the financial plan information to another system with which the server device 100 can communicate, and the contract data is contract data of the ordering party, the other system is set to generate an alert on the payment due date based on the financial plan information, and the output unit 303 outputs the financial plan information.

According to this embodiment, financial planning information is generated from contract data and output, which allows for long-term forecasts compared to deriving a planned budget from supporting documents such as receipts and invoices, making it possible to prepare funds well in advance and reduce expenses.

<Modification 1>
Modification 1 will be described. FIG. 7 is a diagram showing an example of the system configuration of the information processing system 1000 of modification 1. The information processing system 1000 includes a server device 100, an accounting system 102, a financial system 103, and an external system 110 as a system configuration. The server device 100, the accounting system 102, and the financial system 103 are connected to the same LAN 105 and can communicate with each other. In addition, the server device 100, the accounting system 102, and the financial system 103 are connected to the external system 110 via a network 120 so as to be able to communicate with each other. The accounting system 102 is a system used to improve the efficiency of accounting work, and performs invoice creation, expense settlement, and preparation of financial statements. The financial system 103 is a system used to improve the efficiency of financial work, and performs fund raising, company asset management, budget management, etc. based on financial statements, etc.

8 is a diagram showing an example of the functional configuration of the server device 100 of Modification 1. The server device 100 includes an extraction unit 301 and a cooperation processing unit 701 as its functional configuration.
The linking processor 701 outputs the transaction information extracted by the extracting unit 301 to the linked system. In the example of the first modified example, the linked systems are the accounting system 102 and the financial system 103. More specifically, the linking processor 701 switches the output destination of the transaction information based on the transaction information extracted by the extracting unit 301. For example, the linking processor 701 outputs information on payment expenses from the transaction information to the accounting system 102, and outputs information on the payment due date to the financial system 103. As another example, the linking processor 701 may switch the output destination of the transaction information to another software in the same system or another API (Application Programming Interface) based on the transaction information extracted by the extracting unit 301.

FIG. 9 is an activity diagram showing an example of information processing by the server device 100 according to the first modification.
In A801, the cooperation processing unit 701 switches the system to which the information included in the transaction information is output based on the transaction information extracted by the extraction unit 301. For example, as described above, the cooperation processing unit 701 outputs the payment information of the transaction information to the accounting system 102 and outputs the payment due date information to the financial system 103. As another example, the cooperation processing unit 701 identifies whether the contract data is the order-placing side or the order-receiving side based on the transaction information extracted by the extraction unit 301. The cooperation processing unit 701 may then change the output destination based on whether the contract data is the order-placing side or the order-receiving side.

According to variant example 1, the system to which the transaction information is output can be switched based on the transaction information.

<Modification 2>
A second modification will now be described. When the extraction unit 301 of the second modification determines that the received data is a memorandum accompanying a change in the contents of a PDF-formatted contract, it extracts specific information 901 for identifying the contract from the memorandum and change information 902 of the contract contents. FIG. 10 is a diagram showing an example of a memorandum accompanying a change in the contents of a contract. The extraction unit 301 modifies the transaction information of the contract data identified by the specific information based on the change information. The generation unit 302 of the second modification generates new financial planning information based on the modified transaction information. The output unit 303 of the second modification outputs the financial planning information. At this time, the output unit 303 may be configured to output financial planning information indicating the changed parts.

According to variant 2, even if a contract is revised, the original contract can be automatically identified and new financial planning information can be generated. It is also possible to output financial planning information that clearly indicates the changes.

<Modification 3>
Modification 3 will now be described. In the above-described embodiment and modifications, the processing is performed by a single device, the server device 100. However, the processing of the server device 100 can also be performed by a plurality of devices, for example, an information processing system composed of a plurality of server devices, which executes processing based on a program stored in a storage unit of each server device.

Variation 3 can also achieve the above-mentioned effects.

<Additional Notes>
It may be provided in any of the following ways:
In the information processing device, the generation unit generates the financial planning information based on the transaction information depending on whether the contract data is contract data from the ordering side or contract data from the receiving side.
In the information processing device, when the contract data is contract data of an ordering party, the generation unit generates payment forecast information for a specified accounting period based on the transaction information as the financial planning information.
In the information processing device, when the contract data is contract data from the order receiving party, the generation unit generates sales forecast information for a specified accounting period based on the transaction information as the financial planning information.
An information processing device including an extraction unit and an inter-processing unit, wherein the extraction unit extracts specific transaction information from contract data, and the inter-processing unit outputs the transaction information extracted by the extraction unit to a system with which the information processing device is inter-processing unit.
In the information processing device, the cooperation processing unit switches an output destination of the transaction information based on the transaction information extracted by the extraction unit.
In the information processing device, the extraction unit extracts a set character or word and numbers and characters adjacent to the character or word from the contract data as transaction information.
In the information processing device, the extraction unit extracts a set symbol and numbers and letters adjacent to the symbol from the contract data as transaction information.
An information processing system including an extraction unit, a generation unit, and an output unit, wherein the extraction unit extracts specific transaction information from contract data, the generation unit generates financial planning information based on the transaction information extracted by the extraction unit, and the output unit outputs the financial planning information.
An information processing system including an extraction unit and an inter-processing unit, wherein the extraction unit extracts specific transaction information from contract data, and the inter-processing unit outputs the transaction information extracted by the extraction unit to a system with which the information processing system is inter-processing.
An information processing method including an extraction step, a generation step, and an output step, wherein the extraction step extracts specific transaction information from contract data, the generation step generates financial planning information based on the transaction information extracted by the extraction step, and the output step outputs the financial planning information.
An information processing method including an extraction step and an association processing step, wherein in the extraction step, specific transaction information is extracted from contract data, and in the association processing step, the transaction information extracted by the extraction step is output to a linked system.
A program for causing a computer to function as each part of the information processing device.
Of course, this is not the case.

For example, the above-mentioned program may be provided as a computer-readable non-transitory storage medium that stores the program.
Furthermore, the above-described embodiments and modifications may be combined in any desired manner.

Finally, although various embodiments of the present invention have been described, these are presented as examples and are not intended to limit the scope of the invention. New embodiments can be implemented in various other forms, and various omissions, substitutions, and modifications can be made without departing from the spirit of the invention. The embodiments and their modifications are within the scope and spirit of the invention, and are also within the scope of the invention and its equivalents as set forth in the claims.

100: Server device 102: Accounting system 103: Financial system 110: External system 120: Network 201: Control unit 202: Storage unit 203: Communication unit 301: Extraction unit 302: Generation unit 303: Output unit 401: Definition part 402: Part 403: Part 404: Character part 405: Number part 701: Linkage processing unit 901: Specific information 902: Change information 1000: Information processing system

Claims (12)

An information processing device,
The apparatus includes an extracting unit, a generating unit, an output unit, and a specifying unit ,
The extraction unit extracts specific transaction information from the contract data,
The generation unit generates financial planning information based on the transaction information extracted by the extraction unit,
The output unit outputs the financial planning information ,
The identification unit identifies whether the contract data is contract data of an ordering side or contract data of an order receiving side based on the transaction information extracted by the extraction unit,
The generating unit generates information on contents corresponding to a result of the identification by the identifying unit as the financial planning information.
Information processing device. 2. The information processing device according to claim 1,
The identification unit performs the identification based on a definition portion of a nickname included in the transaction information extracted by the extraction unit and a portion adjacent to the definition portion in which the nickname appears.
Information processing device. An information processing device,
An extracting unit and a link processing unit,
The extraction unit extracts specific transaction information from the contract data,
The cooperation processing unit includes:
outputting the transaction information extracted by the extraction unit to a linked system ;
The destination of the transaction information includes an accounting system and a financial system;
If the transaction information is information handled by accounting, the accounting system is set as an output destination;
When the transaction information is information handled in finance, the finance system is set as an output destination.
Information processing device. An information processing device,
An extracting unit, a link processing unit, and a specifying unit ,
The extraction unit extracts specific transaction information from the contract data,
The link processing unit outputs the transaction information extracted by the extraction unit to a linked system ,
The identification unit identifies whether the contract data is contract data of an ordering side or contract data of an order receiving side based on the transaction information extracted by the extraction unit,
The cooperative processing unit outputs the transaction information to an output destination according to a result of the identification by the identification unit.
Information processing device. 5. The information processing device according to claim 4,
The identification unit performs the identification based on a definition portion of a nickname included in the transaction information extracted by the extraction unit and a portion adjacent to the definition portion in which the nickname appears.
Information processing device. 6. The information processing device according to claim 1,
The extraction unit is an information processing device that extracts a set character or word and numbers and characters adjacent to the character or word from the contract data as transaction information. 7. The information processing device according to claim 1,
The extraction unit is an information processing device that extracts a set symbol and numbers and letters adjacent to the symbol from the contract data as transaction information. An information processing system,
The apparatus includes an extracting unit, a generating unit, an output unit, and a specifying unit ,
The extraction unit extracts specific transaction information from the contract data,
The generation unit generates financial planning information based on the transaction information extracted by the extraction unit,
The output unit outputs the financial planning information ,
The identification unit identifies whether the contract data is contract data of an ordering side or contract data of an order receiving side based on the transaction information extracted by the extraction unit,
The generating unit generates information on contents corresponding to a result of the identification by the identifying unit as the financial planning information.
Information processing system. An information processing system,
An extracting unit and a link processing unit,
The extraction unit extracts specific transaction information from the contract data,
The cooperation processing unit includes:
outputting the transaction information extracted by the extraction unit to a linked system ;
The destination of the transaction information includes an accounting system and a financial system;
When the transaction information is information related to money handled in accounting, the accounting system is set as an output destination;
When the transaction information is information related to money handled in finance, the financial system is set as an output destination.
Information processing system. An information processing system,
An extracting unit, a link processing unit, and a specifying unit ,
The extraction unit extracts specific transaction information from the contract data,
The link processing unit outputs the transaction information extracted by the extraction unit to a linked system ,
The identification unit identifies whether the contract data is contract data of an ordering side or contract data of an order receiving side based on the transaction information extracted by the extraction unit,
The cooperative processing unit outputs the transaction information to an output destination according to a result of the identification by the identification unit.
Information processing system. 1. An information processing method, comprising:
An information processing device,
Executing a step of performing the operation of each part according to any one of claims 1 to 7;
Information processing methods. A program,
A program for causing a computer to function as each unit of the information processing device according to any one of claims 1 to 7 .