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Dynamic generation and information preview method for financial service reports

An information processing method and dynamic generation technology, applied in finance, data processing applications, electronic digital data processing, etc., can solve problems such as the impossibility of meeting hundreds of thousands or even millions of personalized report service requirements, and achieve flexible report assembly mode effect

Inactive Publication Date: 2012-04-11
上海众融信息技术有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

However, the current research and service capabilities of securities companies cannot meet the personalized report service requirements of 100,000 or even millions of levels, and must rely on modern powerful computer computing and processing capabilities

Method used

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  • Dynamic generation and information preview method for financial service reports
  • Dynamic generation and information preview method for financial service reports
  • Dynamic generation and information preview method for financial service reports

Examples

Experimental program
Comparison scheme
Effect test

Embodiment

[0028] Such as figure 1 , figure 2 As shown, a dynamic generation and preview information processing method of a financial service report includes the following steps:

[0029] Step 101, PC 2 creates a new report template, and prepares to preview the report with this template;

[0030] Step 102, the user selects a report category through the input device 1, and the report generated in the form of a task will be saved under this category;

[0031] Step 103, the user sets the report type through the input device 1;

[0032] Step 104, PC 2 saves the report template and judges whether the saving is successful, if yes, then execute step 105; if no, then end;

[0033] Step 105, the user adds report elements to the template through the input device 1;

[0034] Step 106, the PC 2 performs automatic typesetting and layout on the added elements in the template;

[0035] Step 107, PC 2 determines whether the current template is set, if yes, then execute step 108, if no, then return...

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Abstract

The invention relates to a dynamic generation and information preview method for financial service reports, which comprises the following steps that: 1) a personnel computer (PC) newly builds a report template; 2) users select the report classification through input equipment; 3) the users set the report types through the input equipment; 4) the PC stores the report template and judges whether the report template is successfully stored or not, if so, the fifth step is executed, and if not, the operation is completed; 5) the users add report elements into the template through the input equipment; 6) the PC carries out automatic composition and layout on the added elements in the template; and 7) the PC judges whether the setting of the current template is completed or not, if so, the eighth step is executed, and if not, the operation returns to the sixth step, and the like. Compared with the prior art, the method has the advantages that the advanced preview on the produced report can be realized, an effective measure is provided for the generation styles of the final reports, and the like.

Description

technical field [0001] The invention relates to a method for automatically generating a financial service report, in particular to a method for dynamically generating a financial service report and processing preview information. Background technique [0002] China's securities industry has made considerable progress since it started to develop in the 1990s. However, compared with developed countries such as the United States, my country's securities industry is still relatively backward. At present, it is basically still oriented by customer marketing, and the service for customers is still very weak. With the gradual development and deepening of the securities industry, the business focus of securities companies will inevitably be tilted towards customer service. Personalized service for customers is ultimately the basis for retaining customers, and will also become the core competitiveness of securities companies in the same industry. [0003] For a personalized service ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F17/24G06Q40/00
Inventor 雷发晶
Owner 上海众融信息技术有限公司
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