XML-based product report generation method and system

Abstract

The invention provides an XML-based product report generation method and system, and the method comprises the steps: obtaining product operation flow data from a plurality of product association systems, and storing the operation flow data into a data lake; extracting product key field information from the data lake according to a preset product disclosure calendar and a preset XML standard template file, and supplementing the product key field information into the preset XML standard template file to generate an XML instance data file; analyzing corresponding variable information in the XML instance data file through a template engine according to a keyword identifier in a preset output template file, and obtaining an output text according to the variable information and the preset outputtemplate file; and adjusting the display format of the output text through a preset CSS cascading style file to obtain a product report file.

Description

technical field [0001] The invention relates to the field of big data, in particular to an XML-based product report generation method and system applicable to the financial field or other fields. Background technique [0002] With the improvement of people's income level and financial awareness, people will invest more funds in financial products issued by financial institutions. According to the requirements of regulatory agencies, financial institutions should fully, fully, timely and accurately disclose product operation information to investors. [0003] The operation of financial products generally includes processes such as products, sales, investment research, risk control, and valuation, and is supported by different professional systems of financial institutions. Comprehensive disclosure of product operation information requires the integration of various data scattered in various professional systems. These data are relatively scattered and stored in different for...

AI Technical Summary

Problems solved by technology

[0003] The operation of financial products generally includes processes such as products, sales, investment research, risk control, and valuation, and is supported by different professional systems of financial institutions. Comprehensive disclosure of product operation information requires the integration of various data scattered in various professional systems. These data are relatively scattered and stored in different formats. Investors cannot obtain the information effectively and quickly, which may easily lead to risks such as information omission; and the method of uniform collection, collation and release by staff will lead to human workload. For this reason, the industry urgently needs a unified information disclosure format centering on key information and key fields, to disclose relevant information to investors and regulatory agencies in a timely manner, and to enhance financial products. Transparency, report generation method and system to protect investors' right to know to provide investors with more comprehensive product information more efficiently

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