Report generation information processing method and device for securities analyst system

An information processing method and technology for an information processing device, which are applied in the field of securities analyst systems, can solve problems such as low generation efficiency and difficult multi-dimensional data processing of icons, and achieve the effects of low complexity, convenient customization and generation, and good scalability.

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

AI Technical Summary

Problems solved by technology

[0006] Manual writing is mainly used in the period when computers were not popularized. In general securities companies, manual records are used

Method used

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  • Report generation information processing method and device for securities analyst system
  • Report generation information processing method and device for securities analyst system
  • Report generation information processing method and device for securities analyst system

Examples

Experimental program
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Embodiment

[0029] Such as figure 1 As shown, a report generation information processing method for a security analyst system, the method includes the following steps:

[0030] Step 101, the inventory server selects the report type to be generated according to the request information of the inventory terminal;

[0031] Step 102, the inventory server enters the customized template page, and starts to customize the template;

[0032] Step 103, the inventory server selects the element corresponding to the template column, and selects the element according to the template;

[0033] Step 104, enter the basic information filling page, and import the basic information of the report;

[0034] Step 105, enter the preview interface, judge whether the effect of the preview is the same as the effect of generating the report, if yes, execute step 107, if no, execute step 106;

[0035] Step 106, adjust the relevant styles, and return to step 105;

[0036] Step 107, generate a report, save it in the...

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PUM

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Abstract

The invention relates to a report generation information processing method for a securities analyst system. The method comprises the following steps of: 1) selecting the type of a report to be generated according to the request information of an inventorying terminal by using an inventorying server; 2) entering a template customization page, and starting customizing a template by using the inventorying server; 3) selecting elements corresponding to columns of the template, and selecting the elements according to the template by using the inventorying server; 4) entering a basic information filling page, and importing the basic information of the report; 5) entering a previewing interface, judging whether previewed effects are the same as the effects of the generated report or not, executing a step 7) if the previewed effects are the same as the effects of the generated report, and executing a step 6) if the previewed effects are different from the effects of the generated report; 6) regulating a related pattern, and returning to the step 5); and 7) generating the report, storing the generated report in the data of the inventorying server, and simultaneously transmitting the generated report to the inventorying terminal. Compared with the prior art, the method has the advantages of low cost, low complexity and the like.

Description

technical field [0001] The invention relates to a technology related to a securities analyst system, in particular to a report generation information processing method and device for a securities analyst system. Background technique [0002] Securities analysts will do a lot of research on securities or industries, and finally sort out these studies and form a research report. The process of forming a research report is usually called report generation. The main functions of report generation are as follows: [0003] 1. According to different types of reports, there will be different transportation. Through the system, the elements of the report can be dynamically customized, and the elements of the report can be unified to ensure that the same type of report elements are the same. [0004] 2. Different templates can be customized for different reports to meet the different needs of different types of reports. [0005] Report production occupies a core position in the secur...

Claims

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Application Information

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IPC IPC(8): G06F17/30G06Q10/00
Inventor 黄明杰
Owner 上海众融信息技术有限公司
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