JPH1011499A - Procedure acceptance method - Google Patents

Abstract

(57) [Summary] [Problem] To provide a procedure acceptance method that allows application work while inputting from both the applicant and staff during the procedure application work, and completes the procedure application when the procedure is approved. It is in. SOLUTION: The applicant terminal 2 and the staff terminal 6 are connected by a communication network 4, and the applicant terminal 2 reads out the contract data 10 based on the applicant's procedure input from the input device 12, and checks the identity of the applicant. The contract data is edited with reference to the authentication determination data 22 in accordance with an input such as a change in the contract data. The staff terminal 6 confirms the identity of the staff by referring to the authentication determination data 26 so that the staff can participate in editing the contract data. When an applicant / employee who is qualified to approve the editing result of the contract data, the identity of the applicant / employee is confirmed, and all the applicants / employees who can confirm and confirm the approval are approved. Is performed, the contract data 10 is updated.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a procedure receiving system in which a procedure applicant and a receiving staff are at remote locations from each other, and in particular, it is necessary for both the applicant and the receiving staff to be present at the time of receiving a procedure. On how to accept various procedures.

[0002]

2. Description of the Related Art Japanese Patent Application Laid-Open No. Heisei 4 (1999) discloses an apparatus for receiving a procedure application after confirming that the applicant for the procedure is the person himself.
There is a certificate issuing terminal device described in US Pat. This device provides a service for issuing a certificate for a registered item after authenticating a user. Further, as a device in which a staff member who is at a remote place from a user performs examination and accepts an application for membership, there is a device for accepting unattended membership etc. described in JP-A-5-73584. This device has a means for giving a command to a customer who wants a procedure service, and a means for obtaining information about the customer.
Providing a service to accept procedures such as enrollment at unmanned booths.

[0003]

[Problems to be Solved by the Invention] In order to achieve both a reduction in the cost of the procedure acceptance business and the convenience of the applicant, as described above, the procedure acceptance without any staff and the staff at a remote location are required. Procedures are being accepted. However, for example, in the insurance contract change procedure, the application becomes effective only after the staff who is the manager of the registered items accepts the procedure, so that the certificate issuing terminal device described in Japanese Patent Application Laid-Open No. In such an unattended response, applications can only be accepted and the procedure is not completed. In addition, the content of such a procedure is complicated, and the applicant for the procedure generally lacks knowledge of the content and method of the procedure. Since the contents of the procedures are various and the procedures are not standard, the applicant cannot smoothly carry out the procedures only with the command means such as the unattended enrollment reception apparatus described in Japanese Patent Application Laid-Open No. 5-73584.

As described above, in order to achieve both the reduction of the cost of the procedure receiving operation and the convenience of the applicant in the procedure for changing the insurance contract and the like, it is possible for an employee who is not unmanned but a remote place to accept the procedure. In addition, the staff must be able to assist the applicant in the application procedure. In order to support the applicant's procedure application work, for example, when the load of the input work of the applicant is high, it is conceivable that a staff member performs the input on behalf of the applicant. However, in the case of an item such as a change in the name of a contractor due to a new name, for example, it is more efficient that the procedure applicant himself inputs the information. For this reason, depending on the situation, it is necessary for both parties to be able to input changes to registered items. The object of the present invention is to solve the above-mentioned problems. (1) During the application process, the application can be performed while inputting from both the applicant and the staff. And to provide a procedure acceptance system that can complete the procedure application.

[0005]

In order to achieve the object of the present invention, a procedure accepting method according to the present invention comprises at least one applicant terminal device having an interactive input device and a display device; A procedure accepting method in a procedure accepting system comprising a display device, and communicating with the applicant terminal device via a communication network, and at least one staff terminal device receiving a procedure request from the applicant terminal device. Wherein the applicant terminal device has a storage device in which registered content data and personal identification data are registered, and the registered content data and the applicant's identity in response to a procedure request input by the procedure applicant using the interactive input device. Reading the confirmation data from the storage device, collating the applicant identification data with the identification data entered by the procedure applicant to determine the identity of the procedure applicant, When the determined result is the principal, the read registered content data is displayed on the display device as editing data, an input for changing the editing data is received from the procedure applicant, and the editing data is changed. The staff terminal device displays the editing data received from the applicant terminal device on the display device, receives an input for changing the editing data from a staff member, and changes the editing data. ing.

The employee terminal device has a storage device in which the employee identification data is registered, reads the employee identification data from the storage device, and reads the read employee identification data and the employee identification data input by the employee. Are compared with each other to determine the identity of the staff, and when the result of the determination is the staff itself, an input for changing the editing data is received from the staff and the editing data is changed.

Further, when the applicant terminal device and the staff terminal device receive an input for changing the editing data from either the applicant or the staff, the input terminal for changing the editing data is received. Prohibiting, changing the editing data based on the received change input, updating the display of the applicant terminal device and the display device of the staff terminal device according to the changed editing data, and then performing the editing. The input prohibition for changing the application data is released.

Further, an image input device and a voice input / output device are added to the applicant terminal device and the staff terminal device, respectively.

Further, in response to the change of the editing data,
When an approval is input from either the applicant or the staff, the applicant terminal and the staff terminal prohibit the subsequent change of the editing data, and the approval input is received from both the applicant and the staff. When performed, the applicant terminal device updates the registered content data in the storage device of the applicant terminal device according to the changed editing data.

[0010] When an approval is input from either the applicant or the staff, the applicant terminal device or the staff terminal device stores the identification data in each of the storage devices and the entered identification data. Are verified to confirm the identity of the input person, and the approval is validated only when the person is determined to be the true person.

[0011] Further, data items for setting a reading right, a change right, and an approval right for the applicant and the staff are added to the registration content data, and the applicant terminal device and the staff terminal device are connected to the display device. In the display, only the items to which the applicant or the staff has the right to view are displayed on the display device, and in the acceptance of the change input, only the change input relating to the item to which the applicant or the staff has the right to change is accepted, and the editing is performed. In the change of the editing data, the editing data is changed in accordance with the input received from the applicant or the staff only when all of the subjects to which the approval right is set have completed the identification. .

[0012] Further, all of the subjects for whom the approval right has been set have completed the identity verification, and the editing data is changed in accordance with the input received from the applicant or the staff, whereby the applicant terminal is changed. When the display state of at least one display device of the device and the staff terminal device or the input receiving state of the interactive input device changes, the applicant terminal device and the staff terminal device are changed until the change of the editing data is completed. The input for changing the next editing data is invalidated.

[0013] Further, in the case where the staff accepts the input of the applicant's identity at the staff terminal device, the applicant terminal device permits the acceptance of the approval from the applicant, and when the approval of the applicant is accepted, the identity of the applicant is accepted. The approval is determined to be valid without confirmation.

In the case where there are a plurality of applicants who are set to the approval right set for each item of the registered content data, the applicant terminal device is provided with all the applicants set to the approval right. When the approval of the applicant is received, it is determined that the approval of the applicant has been received.

[0015]

DESCRIPTION OF THE PREFERRED EMBODIMENTS A remote insurance procedure acceptance system to which the present invention is applied will be described in detail with reference to the drawings. This system accepts policy change procedures such as name change and recipient name change from insurance policyholders who are away from the store where the staff resides.

FIG. 1 is an overall configuration diagram of the present system. A contractor-side terminal device 2 that receives input from the contractor via the input device 12 and displays information on the procedure application on the display device 14 and an input from a staff member via the input device 16 and receives information on the procedure application Is displayed on the display device 18, and is connected via the communication network 4. The contractor-side terminal device 2 and the staff terminal device 6 transmit and receive data via the communication processing 50. The contractor-side terminal device 2 is connected to a contractor authentication determination data storage device 20 storing the contractor authentication determination data 22 and a contract data storage device 8 storing the contract data 10. The staff terminal device 6 is connected to a staff authentication judgment data storage device 24 storing staff authentication judgment data 26. UI processing 2
8a and 28b reject or accept the input from the input devices 12 and 16 according to the input receiving state, call the input control processes 30a and 30b when the input is received, and send the received input data to the input control processes 30a and 30b. Notice.
The input control processes 30a and 30b respectively call the authentication processes 34a and 34b or the exclusive control process 40 according to the type of the input data, and notify the input data. Authentication processing 34
a checks the input data against the contractor authentication determination data 22, calls the UI processing 28a or the exclusive control processing 40,
Notify the result. Similarly, the authentication processing 34b compares the input data with the staff authentication determination data 26, and executes the UI processing 28b.
Alternatively, the exclusive control processing 40 is called, and the result is notified. The exclusive control processing 40 calls the editing processing 44 or the editing right determination processing 36 according to the value of the processing state data 42, and notifies the input data. The editing right determination processing 36 is an exclusive control processing 4
The value of the approval status data 38 is updated in accordance with the authentication result in the authentication processes 34a and 34b notified from 0, and the editing process 4
4 and informs its value. The editing process 44 reads the contract data 10 stored in the contract data storage device 8 and stores it in the memory 1404 (see FIG.
4), updates the edited data 46 with the data notified from the exclusive control processing 40 and the editing right determination processing 36, and calls the input control processing 30a, 30b to notify the update. The input control processes 30a and 30b respectively execute the edit target data 32a and 3
2b is updated, the UI processes 28a and 28b are called and notified, and the UI processes 28a and 28b
The editing results are displayed on 4 and 18.

FIG. 14 is a configuration diagram of an information processing device used for the contractor side terminal device 2 and the staff terminal device 6. The functions provided by the contractor-side terminal device 2 and the staff terminal device 6 are as follows:
This is realized by the processing device 1402 reading the processing program 1408 stored in the external storage device 1406 into the memory 1404 and performing the processing. Also, the image input device 141
0, an audio input device 1412, and an audio output device 1414.

FIG. 8 shows contract data 10 and editing processing 4
4 is an example of edit data 46 in FIG. The item name 802 is the item name of each data related to the insurance contract, and the contract condition of each item is stored in the data value 804. In the viewing right 806, a target person who has a right to view the content of each item is set in advance for each item and stored. In the example, the item "contractor information: name" and the like have the right to view the contractor and the staff, but the item "contractor information: zodiac" indicates that only the staff has the right to view. As the change right 808, a target person having an input right for changing the contract content is set in advance for each item and stored. In the example, the item such as “contractor information: name” has the right to change the contractor and staff, but “contractor information: date of birth”
And the like indicate that it cannot be changed. Approval right 8
Reference numeral 10 indicates a subject who has an approval right required for accepting a contract content change procedure, is set in advance for each item and stored. In the example, the item "Contractor Information: Name" can accept changes only with the approval of the contractor, and the item "Recipient" can accept changes with the approval of the contractor, the recipient, and three staff members Is shown.

FIG. 9 shows an example of edit target data 32a and 32b in the input / output control processing 30a and 30b. The item name 902 and the data value 904 reflect the contents of the item name 802 and the data value 804 of the edited data 46 as they are.
The display state 906 stores a value obtained based on the viewing right 806 of the edit data 46 and the approval state data 38.
If this value is "Contractor, Staff", the data is Contractor,
It is displayed to both staff members, and if it is "staff", it is displayed only to staff members. The edit state 908 is a change right 806 of the edit data 46.
And a value obtained based on the approval status data 38. If this value is “contractor, staff”, an input for change is accepted from both the contractor and the staff, and if “impossible”, no input for change is accepted.

FIG. 10 shows an example of the approval status data 38 in the editing right judging process 36. The approver 1002 stores a person who is involved in approving the contents of the procedure. Approval status 1
004 stores the status of each subject. Approval status 100
The value of 4 is “identity verification” after identity verification, and “approval” after approval.

FIG. 11 shows an example of the contractor authentication determination data 22. The contractor ID number 1102 is a unique number for each contractor who identifies each contractor, and the personal identification number 1104 is data for personal identification known only to the contractor himself registered in advance by the contractor himself.

FIG. 12 shows an example of the processing state data 42 in the exclusive control processing 40. The status of “acceptable” and “under processing” is stored as the processing status 1204 for each processing name 1202.

FIG. 13 is a flowchart showing an example of the flow of a procedure when a procedure application is accepted in this system. In this procedure, the contractor of the contract data shown in FIG.
Change "Contractor Information: Name" due to surname change,
This is a change procedure in which a "special contract" is added and the "recipient" is changed to a spouse. An outline of the operation of the present system when accepting a procedure application will be described according to the flow shown in FIG. Note that, in parentheses (<>), processing steps in input / output processing, exclusive control processing, and the like shown in FIGS. Preparation Process (Step 1302) First, an input of a security symbol number is received from a procedure applicant as data for specifying the contents of a contract. The input security symbol number is processed by the UI processing 28a <702-724-726>, the input control processing 30a <202-204-206-210>, and the exclusive control processing 40 <302-304-306-307-308>. The editing process 44 is notified via the editing process 44. In the editing process 44, the contract data 10 is searched using the securities symbol number as a key, the corresponding contract data 10 is read, and
<602-608-610> is stored in 404.

Confirmation of Identity of Contractor (Step 1304) Next, the identity of the contractor is confirmed. Accepts input of identity verification data from contractor. The input personal identification data is passed to the authentication processing 34 via the UI processing 28a <702-724-726> and the input control processing 30a <202-204-206-208>.
Notify a. The authentication process 34a checks the contractor authentication determination data 22 against the input data.
The authentication rejection is notified to the UI processing 28a, and the user waits for re-input <402-406-408-412><702-704-706-716>. If the correspondence is correct, the fact that the identity verification of the contractor has been completed is notified via the exclusive control processing 40 <402-406-408-410> and the editing right determination processing 36 <502-504-508-510> to the editing processing 44. Notify. The editing process 44 includes the viewing right 8 of the editing data 46.
06, display state 9 of each data item according to change right 808
06 and the value of the edit state 908, and the input control processing 3
0a is notified <602-608-612-613-614-616>. The input control processing 30a stores the data notified from the editing processing 44 in the memory 1404 as the editing target data 32a, and notifies the UI processing 28a of the data (202-212-214-216-).
220>. The UI processing 28a displays each item of the notified data on the display device 14 according to the values of the display state 906 and the edit state 908 <702-704-714><302-314-316.
−318>. Through the above processing, the identity of the contractor who is the applicant for the procedure is confirmed, and the contractor enters a state in which the contents of the procedure can be input.

Change of Contractor Name (1306) Next, an input of a procedure content from the contractor is accepted. At this point, only the contractor has performed identity verification. If the witness is only a contractor, the change input is accepted for an item where the approval right 810 is only the contractor, and in this example, an item of “contractor information: name”. Since the contractor has changed his / her last name, the contractor is about to change the contractor name. Here, the contractor receives a change input of “contractor information: name”. The input data is converted to the UI processing 28a <702-724.
-726>, input control processing 30a <202-204-206-21>
0> and exclusive control processing 40 <302-304-306-307-3>
08> to the editing process 44. Editing process 44
Updates the value of the edit data 46 based on the notified input data, and notifies the input control processing 30a.
606>. The input control process 30a updates the value of the edit target data 32a based on the data notified from the edit process 44, and notifies the UI process 28a of the update (202-212-214-218-).
220>. The UI processing 28a is based on the notified data,
Update the display on the display device 14 <702-704-714><302
−314−316−318>. Through the above processing, the input of the change of “contractor information: name” is accepted by the input from the contractor.

Confirmation of Staff Identity (Step 1308) Next, a case in which a change in "special contract" is accepted as an example of an item in which the approval right 810 is "contractor, staff" will be described. When the requester terminal device 2 receives the request for changing the "special contract", the application terminal device 6 notifies the staff terminal device 6 of the application for the procedure to confirm the presence of the staff member included in the approver. The initial state of the employee terminal device 6 is waiting for the input of the employee's identity confirmation. First, the identity of the employee is confirmed. The processing from receiving the input for the identification of the employee to the determination of the identification of the employee in the authentication processing 34b is the same as the case of the contractor side. If it is determined that the user is the principal, the exclusive control process 40 <402
−406−408−410>, editing right judgment processing 36 <502−504−5>
08-510>. The editing process 44 includes a viewing right 806 and a changing right 808 of the edited data 46.
Display state 906 and edit state 908 of each item according to
Is calculated and notified to the input control processes 30a and 30b <602.
−608−612−613−614−616>. Input control processing 30a,
30b respectively updates the edit target data 32a, 32b based on the data notified from the edit processing 44,
Notify I processing 28a, b <202-212-214-216-22>
0>. The UI processes 28a and 28b display the respective items of the notified data on the display devices 14 and 18 in accordance with the values of the display state 906 and the edit state 908, respectively.
4><302-314-316-318>. With the above processing, the presence of the staff is confirmed by confirming the identity of the staff who is the procedure receiver, and the change of the "special contract" can be entered, and the edited data 46 on the application procedure is displayed on the staff terminal device 6. It is also displayed on the device 18 so that the change input can be received from the staff.

Change of Special Contract (Step 1310) Next, the input of the changed contents of the "special contract" item is accepted. As a result of steps 1304 and 1308, both the contractor-side terminal device 2 and the staff terminal device 6 are ready to receive input. In this example, a case will be described in which an input is first received from the staff. When input data is received, the UI
Process 28b <702-724-726>, input control process 30b <2
02-204-206-210> to the exclusive control process 40 via the communication process 50. In the exclusive control process 40, the processing status 1204 of the editing process of the processing status data 42 is "acceptable".
If it is, the status is changed to "processing" and the input data is notified to the editing process 44 <302-304-306-307-308>. The edit process 44 updates the value of the edit data 46 based on the input data, notifies the input control process 30a, and notifies the input control process 30b via the communication process 50 (602-604).
−606>. The input control processes 30a and 30b respectively update the values of the edit target data 32a and 32b based on the data notified from the edit process 44 and notify the UI processes 28a and 28b <202-212-214-218-220>. 〉. UI processing 28
a and b update the display based on the notified data <702-704-714><302-314-316-318>. With the above processing, the input of the change of the contract content of the “special contract” item is accepted by the input from the staff.

Confirmation of Identity of Recipient (Step 1312) Next, a case where a change of "recipient" is accepted as an example of an item whose approval right is "contractor, employee, recipient" will be described. Upon receiving the request for changing the “recipient”, the identity of the recipient is confirmed in order to confirm the presence of the recipient. In this example, since the recipient is the same as the contractor, identification is omitted.

Change of Recipient (Step 1314) Next, the input of the changed content of the “recipient” item is accepted from the applicant terminal device 2 or the staff terminal device 6. Editing data 46
Is updated in the same manner as in step 1310.

Staff Approval (Step 1316) When the change of the contract content is completed, the approval input of each witness is accepted. At the time of approval, identity verification is performed to confirm that the user is a valid approver. When the approval input of the staff is accepted, the identity of the staff is confirmed as in the case of step 1308 <402-406-408-410><302-304-306-310-31.
2>. At this time, the editing right judgment processing 36
8, the approval status 1004 of the "employee" is changed to "approved"<502-506-508-510>, and all editing statuses of the edited data are disabled in the editing process <602-608-612>.
−613−617−620>.

Approver Approval (Step 1318) Next, an approval input of the applicant is accepted, and the identity of the contractor is confirmed as in Step 1304. At this time, the editing right determination process 36 changes the approval status 1004 of the approver 1002 “contractor” in the approval status data 38 to “approved”.

Recipient Approval (Step 1320) Next, the approval input of the recipient is accepted and the identity of the recipient is confirmed. In this example, the recipient is the same as the contractor, so the identity confirmation is omitted, and editing is performed. The right determination process 36 changes the approval status 1004 of the approver 1002 “recipient” in the approval status data 38 to “approved” (502-506).

Accepting the change procedure (step 1322) The editing right judging process 36 determines the approval status 1 of the approval status data 38.
If all of the items in 004 are “approved”, it notifies the editing process 44 that the conditions for accepting the procedure have been met (508-51).
2>. The editing process 44 that has received the notification updates the contents of the contract data 10 according to the editing data 46. Also, the input control processing 30a and the input control processing 30
b and 602-608-612-618-62
2>. The input control processes 30a and 30b are respectively edit processes 44
And notifies the UI processes 28a and 28b of the acceptance of the procedure. Each of the UI processes 28a and 28b displays the acceptance of the procedure according to the notification, and terminates the acceptance of the procedure for changing the contract.

Details of each processing for providing the functions of the present system described above will be described below with reference to the drawings. The input control processing 30a will be described in detail with reference to FIG. FIG.
As shown in the figure, the input control processing 30a is called from the UI processing 28a or the editing processing 44. The case where the input of the security symbol number is received in step 1302 will be described. UI
This is a call from the process 28a (step 202), the data value of the edit target data 32a is still empty and not "impossible" (step 204), and the input is edit data for specifying the target edit data. Since there is (step 206), the exclusive control processing 40 is performed using the input data as an argument.
Is called (step 210), and the process ends.

The case where the personal identification data is received in step 1304 will be described. Since the call is from the UI processing 28a (step 202), the value of the edit state 908 of the edit target data 32a is confirmed (step 204). In this case, since there is no data 32a to be edited yet and there is no data input for editing, the input is accepted (step 20).
4) Since the input is not editing data (step 20)
6), the input data is notified to the authentication processing 34a (step 208), and the processing ends.

In step 1306, "contractor information: name"
A case in which a change input of (1) is received will be described. UI processing 28a
(Step 202), the value of the edit state 908 of the edit target data 32a is confirmed. Since the identification of the contractor has already been completed in step 1304, the editing state 908 of “contractor information: name” at this point
Is "acceptable" (step 204). Since the input data is data for editing (step 206), the input data is notified to the exclusive control processing 40 (step 210).
The process ends.

The case where the notification of the data 32a to be edited is received from the editing process 44 in step 1304 will be described. Since this is a call from the editing process 44 (step 202),
Retrieve existing edit target data 32a (step 21)
2). In this case, since there is no data 32a to be edited yet (step 214), the data notified from the editing process 44 is stored in the memory 1404 as the data 32a to be edited (step 216). Edit data 32a for UI
The process 28a is notified (step 220), and the process ends.

The case where the notification of the data 32a to be edited is received from the editing process 44 in step 1306 will be described. Since this is a call from the editing process 44 (step 202),
Retrieve existing edit target data 32a (step 21)
2). Since the edit target data 32a already exists (step 214), the data value 904 of "contractor information: name" of the edit target data 32a is updated according to the data notified from the edit processing 44 (step 218). The editing target data 32a is notified to the UI processing 28a (step 2).
20), end the process.

If an input for an item whose edit status 908 is "impossible" is received during editing, it is a call from the UI processing 28a (step 202), so the value of the edit status 908 of the edit target data 32a is confirmed. Then, since the value is "impossible" (step 204), the process ends. The input control processing 30a performs processing according to the above five procedures.
The processing contents of the input control processing 30b are the same.

The exclusive control process 40 will be described in detail with reference to FIG. As shown in FIG. 1, the exclusive control processing 40 is called from the input control processing 30a, b, the authentication processing 34a, b, or the UI processing 28a, b. The case where the security symbol number is input in step 1302 will be described. This input is the first input of the procedure, at this point,
Is "acceptable" (step 302), the input prohibition is notified to the UI processing 28a (step 304). Since this is a call from the input / output control processing 30a (step 306), the processing state 1204 item of the processing name 1202 "edit processing" of the processing state data 42 is set to "processing" (step 307), and the input data is edited 44 (Step 308), and the process ends.

A case will be described in which the personal identification data from the contractor is received in step 1304. Processing status data 4
The value of the processing state 1204 of No. 2 is confirmed. Processing state 120
If all 4 are "acceptable" (step 302), U
The input prohibition is notified to the I processing 28a (step 304).
Because the call is from the authentication process 34a (step 30)
6), processing state 1 of processing name 1202 “editing right determination processing”
The 204 items are set to “under processing” (step 310), the authentication result is notified to the editing process 44 (step 312), and the process ends.

In step 1306, "contractor information: name"
A case in which a change input of (1) is received will be described. The value of the processing state 1204 of the processing state data 42 is confirmed. Processing state 12
If all 04 are "acceptable" (step 302),
The input prohibition is notified to the UI processing 28a (step 30).
4) Because it is a call from the input control process (step 3)
06), processing name 1202 “editing processing” processing state 120
The four items are set to “under processing” (step 307), the input data is notified to the editing process 44 (step 308), and the process ends.

If there is an item of "processing" in the processing state 1204 in step 302 and the processing is not a notification of the end of processing from the UI processing (step 314), the UI processing 28a is notified that the input is rejected (step 314). 320), and end the process.

In step 302, if the processing state 1204 has an item of "processing" in the processing state, and if the processing end notification is from the UI processing (step 314), the processing state 1204 is returned to "acceptable" (step 316). UI processing 28
A is notified of the input acceptance prohibition cancellation (step 318),
The process ends. The exclusion control processing 40 performs processing according to the above four procedures.

The authentication process 34a will be described in detail with reference to FIG. The case where the personal identification data is received in step 1304 will be described. First, as data to identify the contractor,
Accepts input of ID number. Since the input is the ID number (step 402), the corresponding data is read from the contractor authentication determination data 22 (step 404), and the process ends.

Next, input of a password is accepted. Since the input is not the ID number (step 402), the value of the password of the read contractor authentication determination data 22 is collated with the input data (step 406). If the response is correct (step 408), the exclusive control process 40 is notified that the identification of the contractor has been completed (step 410).
The process ends.

If the personal identification numbers do not correspond correctly in step 408, the UI processing 28a is notified of the rejection of the authentication (step 412), and the processing is terminated. The authentication process 34a includes:
Processing is performed according to the above three procedures. The authentication processing 34b has the same processing content.

The editing right judging process 36 will be described in detail with reference to FIG. As shown in FIG. 1, the editing right determination process 36 is called from the exclusive control process 40. The case where the identity confirmation data of the contractor is received in step 1304 will be described. Since the item of the contractor in the approval state data 38 is still "initial state" (step 502), the value of the contractor's approval state 1004 is updated to "identification" (step 504). Since the approval statuses 1004 are not all "approved" yet (step 508), the approval status data 38 is edited by the processing 4
4 (step 510), and the process ends.

The case where the personal identification data of the staff is received in step 1308 will be described. Since the staff item in the approval status data 38 is still "initial status" (step 502),
The value of the contractor's approval status 1004 is updated to "identity confirmation" (step 504). Since the approval status 1004 is not yet all "approved" (step 508), the approval status data 38 is notified to the editing process 44 (step 5).
10), end the process.

The case where personal identification data for approval is received from the staff in step 1316 will be described. Since the item of the employee in the approval status data 38 is already "identification" (step 502), the value of the employee approval status 1004 is updated to "approval" (step 506). Approval status 1004
Are not yet "approved" (Step 5
08), the approval status data 38 is notified to the editing process 44 (step 510), and the process ends.

The case of a recipient approval procedure in step 1320 will be described. In this case, the input of the personal identification data is omitted, but the exclusive control processing 40 notifies the end of the personal identification of the recipient, and the item of the recipient in the approval status data 38 is already "identity confirmation" (step 502). The value of the recipient's approval status 1004 is updated to "approved" (step 506). Since the approval statuses 1004 are all "approved" (step 508), the procedure acceptance is edited by processing 4
4 (step 512), and the process ends.

The editing process 44 will be described in detail with reference to FIG. As shown in FIG. 1, the editing process 44 is called from the editing right determination process 36 or the exclusive control process 40. The case where the input of the security symbol number is received in step 1302 will be described. The input is not an input for changing the value of the edited data (step 602). Since the edited data 46 has not been read yet (step 608), the contract data corresponding to the security symbol number input from the contract data storage device 8 is input. 1
0 is read and stored as edit data 46 in the memory 1404 (step 610), and the process ends.

The case where identity verification is performed in step 1304 will be described. Since this is a call from the editing right determination processing 36, the input is not an input for changing the value of the editing data (step 602), and the editing data 46 has been read (step 608), and is not a notification of acceptance (step 602). 61
2), proceed to step 613; Since there is no item that has been "approved" in the approval state 1004 (step 61)
3) Update the status item. In the update of the status item, the viewing right 806 and the editing right 808 of the editing data 46 are displayed.
08 is “OK”, and items that are not included are “OK”
(Step 614). The updated status item is notified to the input control process 30a (step 616), and the process ends.

The case where an input of name change is received in step 1306 will be described. Since the input is an input for changing the value of the edit data (step 602), the edit data 46 is input.
Is changed (step 604), and the changed data value is entered in the input control processing 30.
a (step 606), and the process ends.

The case where the approval of the staff is accepted in step 1316 will be described. Since this is a call from the editing right determination processing 36, the input is not an input for changing the value of the editing data (step 602), and the editing data 46 has been read (step 608), and is not a notification of acceptance (step 602). 612), and proceed to step 613. Approval status 1004
Since the item of "employee" is "approved" (step 613), all the edit states of the edit data 46 are set to "impossible" and notified to the input control processes 30a and 30b (step 617). The end is notified to the exclusive control process 40 (step 620), and the process ends.

The case where the recipient's approval is received in step 1320 will be described. The input is not an input for changing the value of the edit data (step 602), and the edit data 46 has been read (step 608) and is a notification of acceptance from the edit right determination processing 36 (step 612).
The contract data 10 is updated in accordance with the value of the edit data 46 (step 618), the procedure acceptance is notified to the input / output control processing (step 622), and the processing ends.

The UI processing 28a will be described in detail with reference to FIG. As shown in FIG. 1, the UI processing 28a is performed by the input device 12
In addition to accepting input data from the
a, called from the exclusive control processing 40 and the authentication processing 34a. The case where the input of the security symbol number is received in step 1302 will be described. Since the input from the input device 12 has been received (step 702) and the input is possible (step 724), the input data is notified to the input control processing 30a (step 726), and the processing is terminated.

The case where the personal identification input is incorrect in step 1304 will be described. The input is not received from the input device 12 (step 702), but is not a call from the input control process 30a (step 704), but is an authentication rejection notification from the authentication process 34a (step 706). It is displayed that the received data is invalid (step 716), and the process is terminated.

The case where the identification is completed in step 1304 will be described. Since it is not an input from the input device 12 (step 702) but a notification of the edit target data 32a from the input control processing 30a (step 704),
The display state 906 of the edit target data 32a on the display device 14.
Are displayed, only those whose edit status 908 is "acceptable" are displayed, the exclusive control process 40 is notified of the end of the process (step 714), and the process is terminated.

The case where the input of the name change is received in step 1306 and the editing process 44 is in process will be described. Instead of receiving input from the input device 12 (step 70)
2) Since it is not a call from the input control processing 30a (step 704), it is not a notification of authentication rejection from the authentication processing 34a (step 706), but a notification of input prohibition from the exclusive control processing 40 (step 708). Then, the fact that the input is prohibited is displayed on the display device 14, and the state is shifted to a state where the input from the input device 12 is not accepted (step 718), and the process is terminated.

FIG. 15 is an example of a screen of the display device 14 displaying that input is prohibited in step 718. In the contract data display area 1502, the edit target data 32 is displayed.
The currently edited data relating to the contract is displayed according to the values of the display state 906 and the edit state 908 of a. In the staff-side image display area 1504, an image input from the image input device 1410 of the staff terminal device 6 is displayed. The message display area 1506 is displayed only when a message needs to be displayed. In this example, a message notifying the input prohibition is displayed during the input prohibition.

A case where an input is received from the input device 12 when the UI processing 28a is in a state where no input is received will be described. Since the input from the input device 12 is accepted (step 702), and the input is not possible (step 72).
4), the process ends as it is.

In step 1310, before the editing process 44 is in process, an input of a special contract change is received from the input device 12, and when the input data is notified to the exclusive control process 40, the editing process 44 is already executed by the staff. A case in which processing is being performed according to input data will be described. It is not an input from the input device 12 (step 702), it is not a call from the input control processing 30a (step 704), and it is not a notification of authentication rejection from the authentication processing 34a (step 70).
6) Instead of the notification of the input prohibition from the exclusive control process 40 (step 708), not the notification of the input prohibition release from the exclusive control process 40 (step 710), but the notification of the rejection of the input from the exclusive control process 40. (Step 7
12) A message that the input has been rejected is displayed on the display device 14 (step 722), and the process ends.

The case where the processing of the edit processing 44 is completed in step 1310 will be described. Instead of receiving an input from the input device 12 (step 702), the input control processing 30a
(Step 704), the authentication process 34a
Since the message is not a notification of rejection of authentication (step 706) and not a notification of input prohibition from the exclusive control process 40 (step 708), but a notification of release of input prohibition from the exclusive control process 40 (step 710), the The fact that the input prohibition has been released is displayed on the device 14, and the state shifts to a state of accepting an input from the input device 12 (step 720), and the process ends. The UI processing 28a performs processing according to the above seven procedures. The processing contents of the UI processing 28b are the same.

In the above embodiment, when the approval input from the contractor is accepted in step 1318, the approval input of the applicant is accepted, and the identity of the contractor is confirmed in the same manner as in step 1304. The right judging process 36 is the approver 1002 “contractor” of the approval status data 38
Was changed to “approved”. This is to ensure that the person who inputs the approval is the contractor. Another example of this procedure will be described with reference to FIGS. In the present system, the applicant terminal device 2 and the employee terminal device 6 display the images input from the image input device 1410 on the other side with each other on the employee side image display area 1 of the display device 14.
504, and the applicant-side image display area 160 of the display device 18
4 and output from the voice output device 1414 the voice input from the voice input device 1412 of the partner, the applicant and the staff can talk with each other while watching the other party. The staff member displays the contract data display area 1602 of the display device 18 of the staff terminal device 6 in the edited data 46.
By asking the contractor about the data such as the "zodiac sign" displayed only in the, and confirming that the answer can be obtained without stagnation, it is possible to confirm that the contractor is himself. In this way, when the employee confirms the identity of the contractor through the conversation with the contractor, the operation of pointing to the contractor identity input area 1606 with the input device 16 of the staff terminal device 6 allows the user to input the contractor identity. Is received (step 1702). The employee terminal device 6 notifies the contractor side terminal device 2 of the acceptance of the input, and the contractor terminal device 2 displays the contractor approval input area 1610 so that the approval input from the contractor can be accepted. (Step 170
4). When the approval input is received from the contractor (step 17)
06) Since the identification of the contractor has been accepted in step 1702, the approval state 1004 of the "contractor" in the approval state data 38 is immediately updated to "approved" (step 1708), and the process ends. In the above embodiment, the configuration in which the applicant terminal device 2 and the staff terminal device 6 are connected one-to-one via the communication network 4 has been described, but this does not limit the configuration of the present invention. Absent.

FIG. 18 shows another configuration example. Like the applicant terminal devices 2a, 2b and the staff terminal device 6a, the terminal devices are respectively input devices 12a, 12b, 16a, display devices 14a, 14b, 18a, applicant authentication judgment data 22a, 22b, and staff authentication judgment. Data 26a,
The processing performed by the terminal device is performed by the U
Only the I process 28c, the input control process 30c having the edit target data 32c, the authentication process 34c, and the communication process 50a may be performed. A contract data storage device 8 storing contract data 10; a communication process 50b;
Exclusive control processing 40a using 2a, approval status data 38
a using edit right 36a and edit data 46
a procedure accepting device 48 for performing an editing process 44a using a
May be a computer different from each terminal device. In this configuration, there are a plurality of terminal devices on the applicant side, and even if the contractor and the recipient input from different terminal devices, the procedure can be similarly received. Furthermore, if the procedure accepting device 48 is provided with an authentication determination data storage device and the authentication process is also performed by the procedure accepting device 48, and the exclusive control of the authentication process is also performed by the exclusive control process, each terminal device can perform the authentication determination process. There is no need to have a data storage device. Further, in the above-described embodiment, the function of accepting the insurance policy change procedure is provided, but this does not limit the use of the present invention. Can also be used.

[0067]

According to the present invention, during the procedure application work, it is possible to perform the application work while performing input from both the applicant and the staff. Also, during the procedure application work, the application work can be performed while input is being made from both the applicant and the staff, and inconsistency in the change input from both parties, which is a problem in this case, can be avoided. In addition, during the procedure application process, the applicant can perform the application work while inputting from both the applicant and the staff, and at the same time, the applicant and the staff can surely approve the same changes and complete the procedure application Can be. Also, during the procedure application process, the application can be done while both the applicant and the staff are making inputs, and at the same time, the applicant and the staff will surely approve the same changes and complete the procedure application. It is possible to reduce the input burden for the user's identity verification.

[Brief description of the drawings]

FIG. 1 is a diagram showing a configuration of an insurance procedure acceptance system to which the present invention is applied.

FIG. 2 is a view showing a flowchart of processing of input control processing 30a, 30b in FIG. 1;

FIG. 3 is a diagram illustrating a flowchart of a process of an exclusive control process 40 in FIG. 1;

FIG. 4 is a diagram showing a flowchart of processing of authentication processing 34a, 34b in FIG. 1;

FIG. 5 is a view showing a flowchart of processing of an editing right determination processing 36 in FIG. 1;

FIG. 6 is a diagram showing a flowchart of a process of an editing process 44 in FIG. 1;

FIG. 7 is a view showing a flowchart of UI processing 28a, 28b in FIG. 1;

FIG. 8 is a data table showing one example of edit data 46 in FIG. 1;

FIG. 9 is a data table showing an example of editing target data 32a and 32b in FIG.

FIG. 10 is a data table showing an example of approval status data 38 in FIG. 1;

FIG. 11 is a data table showing an example of authentication determination data 22 in FIG.

FIG. 12 is a data table showing an example of processing state data 42 in FIG.

FIG. 13 is a flowchart illustrating an example of a procedure for accepting a procedure.

14 is a configuration diagram of an information processing device used for the applicant terminal device 2 and the staff terminal device 6 in FIG.

FIG. 15 is a screen display example of the applicant terminal device whose input is prohibited.

FIG. 16 is a screen display example at the time of accepting an approval input from an applicant.

FIG. 17 is a flowchart illustrating an example of a procedure at the time of accepting an approval input from an applicant.

FIG. 18 is a diagram showing another configuration of the insurance procedure acceptance system to which the present invention is applied.

[Explanation of symbols]

 2 Applicant terminal device 4 Communication network 6 Staff terminal device 8 Contract data storage device 12, 16 Input device 14, 18 Display device 20 Applicant authentication judgment data storage device 24 Staff authentication judgment data storage device 1402 CPU 1406 External storage device 1410 Image Input device 1412 Voice input device 1414 Voice output device

 ──────────────────────────────────────────────────続 き Continuing from the front page (72) Inventor Masahiko Ogawa 890 Kashimada, Saiwai-ku, Kawasaki-shi, Kanagawa Prefecture, Information Systems Division, Hitachi, Ltd.

Claims (10)

[Claims] 1. An at least one applicant terminal device having an interactive input device and a display device, and an interactive input device and a display device, and mutually communicating with the applicant terminal device via a communication network, A procedure accepting method in a procedure accepting system including at least one staff terminal receiving a procedure request from the applicant terminal, wherein the applicant terminal registers registered content data and personal identification data. A storage device, wherein the registration content data and the applicant identification data are read from the storage device in response to the procedure request input by the procedure applicant by the interactive input device, and the applicant identification data and the procedure applicant are The entered identity verification data is collated to determine the identity of the procedure applicant, and if the result of the determination is the identity, the read registered content data is edited for editing. The data is displayed on the display device as a data, an input for changing the editing data is received from the procedure applicant, and the editing data is changed, and the staff terminal device receives the editing data received from the applicant terminal device. A method for receiving a procedure, comprising displaying data on the display device, receiving an input for changing editing data from a staff member, and changing the editing data. 2. The method according to claim 1, wherein the staff terminal device has a storage device in which the staff identification data is registered, reads the staff identification data from the storage device, and reads the read employee identity data. The data and personal identification data entered by the staff are collated to determine the identity of the staff, and when the result of the determination is the staff itself, an input for changing the editing data is received from the staff and the editing data A procedure acceptance method characterized by making changes. 3. The procedure receiving method according to claim 1, wherein the applicant terminal device and the staff terminal device receive an input for changing editing data from either the applicant or the staff. Prohibits an input for changing the editing data, performs a process of changing the editing data based on the received change input, and, according to the changed editing data, the applicant terminal device and the employee. A method for accepting a procedure, characterized in that after updating the display on the display device of the terminal device, the input prohibition for changing the editing data is released. 4. The procedure receiving method according to claim 1, wherein an image input device and a voice input / output device are added to the applicant terminal device and the staff terminal device, respectively. . 5. The procedure accepting method according to claim 2, wherein an approval of the change of the editing data is input from either an applicant or an employee, and the applicant terminal device and the employee terminal are changed. The device prohibits the subsequent change of the editing data, and when an approval is input from both the applicant and the staff, the applicant terminal device stores the data in the applicant terminal device according to the changed editing data. A procedure receiving method characterized by updating registered content data in an apparatus. 6. The procedure receiving method according to claim 5, wherein when an approval is input from one of the applicant and the staff, the applicant terminal device or the staff terminal device:
A procedure receiving method, wherein the identity of the input person is confirmed by comparing the identity confirmation data in each of the storage devices with the inputted identity confirmation data, and the approval is made valid only when the identity is determined. . 7. The procedure reception method according to claim 6, wherein the registration content data includes a reading right for an applicant and an employee,
A data item for setting a change right and an approval right is added, and the applicant terminal device and the staff terminal device display only the items to which the applicant or the staff has the viewing right in displaying on the display device. In the accepting of the change input, only the applicant or the staff accepts the change input relating to the item having the right of change, and in the change of the editing data, all of the subjects for which the approval right is set are referred to the above. A method for accepting a procedure, characterized in that the editing data is changed in accordance with the input received from the applicant or the staff only when the identification has been completed. 8. The method according to claim 7, wherein all of the subjects for whom the approval right has been set have completed the identification, and the editing data is received in accordance with an input received from an applicant or a staff member. By performing the change, when the display state of at least one display device of the applicant terminal device and the staff terminal device or the input receiving state of the interactive input device changes, the applicant terminal device and the staff terminal device are A procedure accepting method, wherein an input for changing the next editing data is invalidated until the change of the editing data is completed. 9. The procedure reception method according to claim 7, wherein when the staff terminal device receives an input of an identity verification of the applicant by the staff terminal device, the applicant terminal device permits the acceptance of approval from the applicant, A method for accepting a procedure, characterized in that upon receiving an approval from an applicant, the approval is determined to be valid without performing identity verification. 10. The method according to claim 7, wherein the applicant terminal device is set to a plurality of applicants who are set to the approval right set for each item of the registered content data. A procedure receiving method which, when approval is received for all the applicants set to the approval right, determines that the approval of the applicant has been received.