Information processing apparatus and non-transitory computer readable medium storing program

An information processing apparatus includes a storage unit that previously stores a classification rule corresponding to an attribute of an applicant, an acquisition unit that acquires content of an electronic document from an image of the document, and a setting unit that reads the classification rule corresponding to the attribute of the applicant of the document from the storage unit, and sets a classification item of the document based on the content of the document, which is acquired by the acquisition unit, and the classification rule which is read from the storage unit.

CROSS-REFERENCE TO RELATED APPLICATIONS

This application is based on and claims priority under 35 USC 119 from Japanese Patent Application No. 2018-137391 filed Jul. 23, 2018.

BACKGROUND

(i) Technical Field

The present invention relates to an information processing apparatus and a non-transitory computer readable medium storing a program.

(ii) Related Art

JP2010-061551A discloses an electronic application document system which checks whether or not an image of a paper document, which is scanned for application, is appropriately recognized on an image forming apparatus, thereby reducing workloads due to wrong application.

JP2016-021147A discloses an accounting apparatus which automatically journalizes each received transaction in a specified account title based on description of content of the transaction.

JP2016-224545A discloses an expense management system which generates expense application information in order to apply for a charge as expense based on acquired payment information and additional information which is information related to a situation in which the charge is paid.

SUMMARY

Aspects of non-limiting embodiments of the present disclosure relate to an information processing apparatus and a non-transitory computer readable medium storing a program, which are capable of setting a classification item of a document with higher accuracy, compared to a case of setting the classification item of the document based on only content of an electronic document.

According to an aspect of the present disclosure, there is provided an information processing apparatus including: a storage unit that previously stores a classification rule corresponding to an attribute of an applicant; an acquisition unit that acquires content of an electronic document from an image of the document; and a setting unit that reads the classification rule corresponding to the attribute of the applicant of the document from the storage unit, and sets a classification item of the document based on the content of the document, which is acquired by the acquisition unit, and the classification rule which is read from the storage unit.

DETAILED DESCRIPTION

FIG. 1is a diagram illustrating a system configuration of an information processing system according to an exemplary embodiment of the present invention.

As illustrated inFIG. 1, the information processing system according to the exemplary embodiment of the present invention is configured with a relay server10, an image forming apparatus20, and receipt preservation servers61and62, which are connected to each other through a network50.

The information processing system according to the exemplary embodiment is a system for electronalizing and preserving a national tax-related document such as a receipt. Here, the national tax-related document includes various documents, on which preservation duties are imposed, on the tax laws such as the corporation tax laws, the income tax laws, and the consumption tax laws.

Meanwhile, although a case where a receipt image, which is acquired by electronalizing the receipt, will be described in the exemplary embodiment below, it is also possible to similarly apply the present invention to a case where a document other than the receipt is electronalized and preserved.

The image forming apparatus20is an apparatus, so-called a multifunction peripheral, which is set for an office or the like of a user and which includes a plurality of functions such as a print function, a scan function, a copy function, and a facsimile function. In the exemplary embodiment, the image forming apparatus20functions as an image reading apparatus which converts various documents, such as the receipt, into images through electronalization.

The receipt preservation servers61and62are storage devices that are used to store and preserve the image of the electronic receipt. Here, the receipt preservation server61is operated by a company A and the receipt preservation server62is operated by a company B. Furthermore, description will be performed in such a way that, in a case where receipt data is registered in the receipt preservation server61which is operated by the company A, costs do not occur whenever the receipt data is registered and, in a case where the receipt data is registered in the receipt preservation server62which is operated by the company B, the costs occur whenever the receipt data is registered.

The relay server10is an information processing apparatus that receives a preservation application of the receipt image scanned in the image forming apparatus20, that sets an account title with respect to the receipt image on which the preservation application is performed, and that makes a preservation processing request with respect to any of the receipt preservation servers61and62as the receipt data.

Meanwhile, although description is performed using a case where an applicant scans the receipt by manipulating the image forming apparatus20and applies for the preservation of an electronic receipt image in the exemplary embodiment, it is possible to apply for preservation of a picture image of the receipt, which is acquired by imaging the receipt using a mobile terminal device such as a smart phone.

Subsequently, a hardware configuration of the relay server10in an image forming system according to the exemplary embodiment is illustrated inFIG. 2.

As illustrated inFIG. 2, the relay server10includes a CPU11, a memory12, a storage device13, such as a hard disk (HDD), a communication interface (IF)14which transmits and receives data to and from an external device or the like through the network50, and a user interface (UI) device15which includes a touch panel, a liquid crystal display, or a keyboard. The components are connected to each other through a control bus16.

The CPU11performs a prescribed process based on a control program stored in the memory12or the storage device13, and controls an operation of the relay server10. Meanwhile, although description is performed in such a way that the CPU11reads and executes the control program stored in the memory12or the storage device13in the exemplary embodiment, it is possible to store the control program in a storage medium, such as a CD-ROM, and to supply the control program to the CPU11.

FIG. 3is a block diagram illustrating a functional configuration of the relay server10which is realized in a case where the control program is executed.

As illustrated inFIG. 3, the relay server10according to the exemplary embodiment includes an Optical Character Reading (OCR) processing unit31, a control unit32, a journalizing rule storage unit33, a user information storage unit34, and a data transmission and reception unit35.

In addition, the control unit32controls the operation of the relay server10, and includes an account title setting unit41, an applicant specification unit42, and a confirmation unit43.

The data transmission and reception unit35acquires the electronic receipt image from the image forming apparatus20. In addition, the data transmission and reception unit35transmits the receipt data, on which the account title is set with respect to the electronic receipt image, to any of designated receipt preservation server of the receipt preservation servers61and62.

In addition, in a case where an approval of the user who is the applicant is necessary, the data transmission and reception unit35transmits the receipt data to the image forming apparatus20before transmitting the receipt data to the receipt preservation server61or62to register the receipt data.

The OCR processing unit31acquires content of the receipt from the image of the electronic receipt. Specifically, the OCR processing unit31acquires information of a receipt issuer, information relevant to payment content, and information of a recipient from the image of the electronic receipt.

The user information storage unit34stores attribute information for each user who is the applicant that applies for registration of the receipt as user information. Specifically, the attribute information of the user includes various pieces of information such as a user ID, a user name, a department, a responsibility field, and an office organization.

An example of the user information stored in the user information storage unit34is illustrated inFIG. 4. As illustrated inFIG. 4, it is understood that the pieces of information, such as the user ID, the user name, the department, the responsibility field, and the office organization, are stored as the user information for each user.

The journalizing rule storage unit33previously stores a journalizing rule, which corresponds to an attribute of the applicant, as a classification rule. Here, the attribute of the applicant is, for example, any of one or more combinations of the department, the responsibility field, and the office organization, which are acquired from the above-described user information, of the applicant.

Examples of the journalizing rule, which is stored in the journalizing rule storage unit33, are illustrated inFIGS. 5A and 5B.FIG. 5Aillustrates an example of a journalizing rule which is applied in a case where the department of the applicant is a “vehicle development department” andFIG. 5Billustrates an example of the journalizing rule which is applied in a case where the department of the applicant is a “sales department”.

As being understood in a case whereFIG. 5Ais compared withFIG. 5B, it is understood that, even in a case of identical payment content “gasoline fare”, the account title is “testing material costs” in the journalizing rule illustrated inFIG. 5Aand the account title is “vehicle costs” in the journalizing rule illustrated inFIG. 5B.

In addition, even in a case of identical payment content “food and beverage expenses”, the account title is “conference costs” in the journalizing rule illustrated inFIG. 5Aand the account title is “entertainment costs” in the journalizing rule illustrated inFIG. 5B.

The account title setting unit41reads the journalizing rule, which corresponds to the attribute of the applicant on the receipt, from the journalizing rule storage unit33, and sets the account title (classification item) of the receipt based on the content of the receipt, which is acquired by the OCR processing unit31, and the journalizing rule which is read from the journalizing rule storage unit33.

Here, the account title is a title which is used in a case where an accounting process is performed on occurring costs, and is a title which indicates a name of displayed amount used for double entry bookkeeping, financial statements, or the like.

The applicant specification unit42specifies the applicant of the receipt using the user information which is acquired from a login of the applicant. In addition, the applicant specification unit42may specify the applicant of the receipt based on the information of the recipient (addressee information) on the receipt which is acquired by the OCR processing unit31.

That is, the account title setting unit41reads the journalizing rule, which corresponds to the attribute of the applicant specified by the applicant specification unit42, from the journalizing rule storage unit33, and sets the account title of the receipt based on the issuer information acquired by the OCR processing unit31, information related to the payment content, and the journalizing rule read from the journalizing rule storage unit33.

In a case where the image of the document, to which the account title is set, is stored in the receipt preservation server61or62, which is the storage device, and a certain specified condition is satisfied, the confirmation unit43checks with the applicant whether or not to store the image of the receipt in the receipt preservation server61or62.

Specifically, in a case where costs occur in order to store the image of the receipt in the receipt preservation server61or62, the confirmation unit43checks with the applicant whether or not to store the image of the receipt in the receipt preservation server61or62.

In addition, in a case where setting is performed such that previous check is performed in a case where the image of the receipt is stored in the receipt preservation server61or62, the confirmation unit43may check with the applicant whether or not to store the image of the receipt in the receipt preservation server61or62.

Furthermore, in a case where recognition accuracy of an OCR process (optical character recognizing process) with respect to the image of the receipt in the OCR processing unit31does not satisfy a preset reference, the confirmation unit43may check with the applicant whether or not to store the image of the receipt in the receipt preservation server61or62. For example, in a case where the recognition accuracy of the OCR process in the OCR processing unit31is less than 60%, the confirmation unit43checks with the applicant whether or not to store the image of the receipt in the receipt preservation server61or62.

Subsequently, the operation of the relay server10in the information processing system according to the exemplary embodiment will be described in detail with reference to the accompanying drawings.

First, an operation of receiving scan data of the receipt from the image forming apparatus20and preserving the scan data in the receipt preservation server61or62by the relay server10will be described with reference to a flowchart ofFIG. 6.

Meanwhile, in the description below, a case where, for example, a receipt71as illustrated inFIG. 7is scanned and preserved in the image forming apparatus20will be described.

First, in a case where image data of the receipt71, which is scanned in the image forming apparatus20, is received in the data transmission and reception unit35(step S101), the control unit32transmits the image data to the OCR processing unit31and performs the OCR process (step S102). Furthermore, in a case where the OCR process is performed in the OCR processing unit31, amount information or information, such as the payment content, is acquired from the image data of the receipt.

Meanwhile, in the receipt71illustrated inFIG. 7, the addressee information is a name of company. Therefore, the applicant specification unit42specifies the applicant based on login information in the image forming apparatus20. Subsequently, the account title setting unit41reads an attribute of the user, who is specified as the applicant by the applicant specification unit42, from the user information storage unit34.

Furthermore, the account title setting unit41reads the journalizing rule, which corresponds to the attribute of the user read from the user information storage unit34, from the journalizing rule storage unit33(step S103).

As a result, the account title setting unit41determines an account title of the receipt71based on the journalizing rule, which is read from the journalizing rule storage unit33, or information such as the payment content of the receipt71(step S104).

For example, in a case where the applicant is a user A, a department of the user A is the “sales department” in the user information illustrated inFIG. 4, and thus the account title setting unit41reads the journalizing rule, which corresponds to the “sales department” illustrated inFIG. 5B, from the journalizing rule storage unit33. Furthermore, since the payment content of the receipt71is “gasoline fare”, the account title setting unit41sets the account title of the receipt71to the “vehicle costs” based on the payment content and the journalizing rule illustrated inFIG. 5B.

Meanwhile, the account titles are set using different journalizing rules because of the different attributes of the user who is the applicant, as described above. Therefore, even in a case where the identical receipt71is applied for registration, the account title to be set is different depending on whether the applicant is the user A or the user B, as illustrated inFIG. 8.

Specifically, as described above, in a case where the user A who belongs to the sales department applies for the registration of the receipt71by scanning the receipt71using the image forming apparatus20and transmitting the receipt71to the relay server10, the account title is set based on the journalizing rule corresponding to the “sales department”, and thus the account title “vehicle costs” is set.

However, in a case where the user B who belongs to the vehicle development department scans the receipt71applies for the registration of the receipt71by scanning the receipt71using the image forming apparatus20and transmitting the receipt71to the relay server10, the account title is set based on the journalizing rule corresponding to the “vehicle development department”, and thus the account title “testing material costs” is set.

Furthermore, in a case where the approval of the user is not necessary before the receipt data is registered (no in step S105), the receipt data, to which the account title is set, is transmitted from the data transmission and reception unit35to the designated receipt preservation server of the receipt preservation servers61and62, and is registered therein (step S106).

Meanwhile, in a case where the approval of the user is necessary before the receipt data is registered (yes in step S105), the confirmation unit43once transmits the receipt data to the image forming apparatus20through the data transmission and reception unit35(step S107).

Furthermore, in the image forming apparatus20, for example, display content as illustrated inFIG. 9is displayed on the manipulation panel, and the user who is the applicant is requested to approve to display and register the content of the receipt data.

Furthermore, in a case where a manipulation which indicates that the user approves the registration of the receipt data is performed in the image forming apparatus20(yes in step S108), the receipt data to which the account title is set is transmitted from the data transmission and reception unit35to the designated receipt preservation server of the receipt preservation servers61and62, and is registered therein (step S106).

Meanwhile, in a case where a manipulation which indicates that the user does not approve the registration of the receipt data is performed in the image forming apparatus20(no in step S108), a receipt data registration process is not performed.

Meanwhile, an example of a case where the user is requested to give an approval before the receipt data registration process is performed will be described with reference toFIG. 10.

InFIG. 10, a case will be described where the confirmation unit43requests the user to give the approval before the receipt data is registered in a case where costs occur in order to store the image of the receipt, but does not request the user to give the approval before the receipt data is registered and performs the registration process without change in a case where the costs do not occur.

Here, description will be performed while assuming that setting is performed such that the costs do not occur for every registration process in a case where the receipt data is registered in the receipt preservation server61as described above and the costs occur for every registration process in a case where the receipt data is registered in the receipt preservation server62.

That is, in a case where the user registers the receipt data in the receipt preservation server61and the receipt image, which is scanned from the image forming apparatus20, is set in the relay server10, the registration process is performed in such a way that the receipt data, in which the account title is set, is transmitted from the relay server10to the receipt preservation server61.

However, in a case where the user registers the receipt data in the receipt preservation server62and the receipt image, which is scanned from the image forming apparatus20, is set in the relay server10, the receipt data is once transmitted from the relay server10to the image forming apparatus20and is checked with the user after the account title is set in the relay server10. Furthermore, in a case where the user checks registration content and approves the registration process in the image forming apparatus20, the registration process is performed in such a way that the relay server10transmits the receipt data to the receipt preservation server61.

In addition, in a case where setting, in which the approval of the user is necessary before the registration process is performed for the whole receipt data, is performed and a check rate which is acquired through the OCR process is lower than a preset value, the above-described approval of the user may be requested before the receipt data registration process is performed.

In a case where a check process is performed by the user before the receipt data registration process is performed as described above and any of errors, such as inappropriate setting of the account title, exists, it is possible to cancel the registration process performed by the user or to perform a correction process by the user. As a result, it is possible to prevent the registration of the receipt data, which is wrong and inappropriate, from being performed.

Modification Example

In the exemplary embodiment, description is performed using the case where the account title of the receipt is set. However, the present invention is not limited thereto and it is possible to apply the present invention in the same manner even in a case where the classification item is set by performing classification on various processes other than the receipt based on the preset classification rule.