Data report generation method and device based on robotic process automation

Abstract

This application is applicable to the fields of intelligent decision-making and data analysis technology, and provides a data report generation method and device based on robotic process automation. The method includes: configuring the RPA operation process according to the task instructions issued by the user, accessing the target business system based on the start and end addresses, obtaining business data and saving the business data in the local file of the report display system according to the time when the data was generated, and performing time index positioning in the local file based on the extraction rules, determining the starting data extraction position and extracting the target business data required for this data report from the local file according to the data extraction position. Finally, the target business data is loaded into the report generation template preset in the report display system and the report generation template is refreshed to generate the data report. This method is unattended, data transmission is secure, efficiency and accuracy are high, and cost is low.

Description

Technical Field

[0001] The present application relates to the technical field of intelligent decision-making and data analysis, and in particular to a method and device for generating data reports based on robotic process automation, and also to an electronic device and storage medium for executing the method for generating data reports based on robotic process automation. Background Art

[0002] Currently, some companies often need to collect data to generate data analysis reports during their daily operations. However, when cross-system integration is prohibited due to regulatory requirements, data must be manually collected from the data source system and then imported into the report presentation system to generate reports. This is not only inefficient but also prone to importing incorrect files. Furthermore, enabling cross-system integration requires system modifications, which are costly and cannot be completed quickly, making it difficult to meet the timeliness requirements of rapidly changing business systems. Summary of the Invention

[0003] In view of this, an embodiment of the present application provides a data report generation method and device based on robotic process automation, and also relates to an electronic device and storage medium for executing the data report generation method based on robotic process automation, which can realize the full automation of the process of cross-system business data collection between the data source system and the report display system, updating and repairing the target business data in the report generation template, and generating data reports.

[0004] A first aspect of an embodiment of the present application provides a data report generation method based on robotic process automation, comprising:

[0005] Configuring an RPA operation process based on the task instructions issued by the user, wherein the RPA operation process is configured with the starting and ending addresses of data source transmission and the extraction rules of report data;

[0006] Accessing the target business system based on the start and end addresses, obtaining business data in the target business system, and classifying and saving the business data into a local file of the report display system according to the time when the data was generated;

[0007] Locate the local file according to the time index based on the extraction rule, determine the starting data extraction position, and extract the target business data required for this data report from the local file according to the data extraction position;

[0008] The target business data is loaded into a report generation template preset in the report display system and the report generation template is refreshed to generate a data report.

[0009] In conjunction with the first aspect, in a first possible implementation of the first aspect, the step of configuring the RPA operation process according to the task instruction issued by the user includes:

[0010] Configure the business data collection steps in the RPA operation process based on the starting and ending addresses; or / and

[0011] Configure the steps in the RPA operation process to update and repair the target business data in the report generation template according to the extraction rules; or / and

[0012] The template automatic refresh mechanism is constructed to configure the data report generation step in the RPA operation process.

[0013] In combination with the first aspect or the first possible implementation of the first aspect, in the second possible implementation of the first aspect, the start and end addresses include the URL address of the target business system and the URL address of the report display system, wherein the URL address of the target business system is the upload address of the data source, and the URL address of the report display system is the download address of the data source.

[0014] In conjunction with the first aspect, in a third possible implementation of the first aspect, the steps of accessing the target business system based on the start and end addresses, obtaining business data in the target business system, and classifying and saving the business data in a local file of the report presentation system according to the time when the data was generated include:

[0015] Based on the pre-constructed data storage structure containing a time index in the local file, the business data is time indexed and located according to the time when the data was generated, the storage location of the business data in the data storage structure is determined, and the business data is saved in the local file based on the storage location.

[0016] In combination with the first aspect, in a fourth possible implementation manner of the first aspect, the step of loading the target business data into a report generation template preset in the report presentation system includes:

[0017] Traversing the data source worksheet of the report generation template, identifying the location of the historical business data retained when the data report was previously generated, corresponding to the location in the data source worksheet;

[0018] Determine the position of the target business data corresponding to the data source worksheet according to the time index of the target business data;

[0019] Comparing a position corresponding to the historical business data in the data source worksheet with a position corresponding to the target business data in the data source worksheet to obtain a position comparison result, wherein the position comparison result includes one or more of the following information: first position information corresponding to both the target business data and the historical business data, second position information corresponding only to the historical business data, and third position information corresponding only to the target business data;

[0020] According to the position comparison result, for the first position in the data source worksheet that corresponds to both target business data and historical business data, the target business data corresponding to the first position is used to replace the historical business data corresponding to the first position in the data source worksheet according to the time index. For the second position in the data source worksheet that only corresponds to historical business data, the historical business data corresponding to the second position in the data source worksheet is deleted. For the third position in the data source worksheet that only corresponds to target business data, the target business data corresponding to the third position is added to the data source worksheet according to the time index.

[0021] In combination with the first aspect or the first, third, or fourth possible implementation manner of the first aspect, in a fifth possible implementation manner of the first aspect, after the step of loading the target business data into a report generation template preset in the report presentation system, the method further includes:

[0022] Obtain the email corresponding to the target business system and read the body content of the email;

[0023] Inputting the body content of the email into a preset exchange rate information extraction model for information extraction processing to extract the exchange rate information from the body content of the email;

[0024] The exchange rate information is added to the report generation template.

[0025] In combination with the first aspect or the first, third, or fourth possible implementation manner of the first aspect, in a sixth possible implementation manner of the first aspect, the report data extraction rule includes a date and time range of the target business data, and after the steps of locating the local file according to the time index based on the extraction rule, determining the starting data extraction position, and extracting the target business data required for this data report from the local file according to the data extraction position, the step further includes:

[0026] Identifying whether the report generation template enables a year-on-year display function and / or a month-on-month display function;

[0027] If the report generation template enables the year-on-year display function and / or the quarter-on-quarter display function, the business data required for the year-on-year display and / or quarter-on-quarter display of this data report is extracted from the local file according to the date and time range of the target business data contained in the extraction rules as the target business data required for this data report.

[0028] A second aspect of an embodiment of the present application provides a data report generation device based on robotic process automation, the data report generation device based on robotic process automation comprising:

[0029] A process configuration module is used to configure the RPA operation process according to the task instructions issued by the user. The RPA operation process is configured with the starting and ending addresses of data source transmission and the extraction rules of report data;

[0030] A business data storage module is used to access the target business system based on the start and end addresses, obtain the business data in the target business system, and save the business data in a local file of the report display system according to the time when the data was generated;

[0031] A target business data extraction module is configured to locate the local file according to the time index based on the extraction rule, determine the starting data extraction position, and extract the target business data required for this data report from the local file according to the data extraction position;

[0032] The data report generation module is used to load the target business data into the report generation template preset by the report display system and refresh the report generation template to generate a data report.

[0033] A third aspect of an embodiment of the present application provides an electronic device, comprising a memory, a processor, and a computer program stored in the memory and executable on the electronic device, wherein when the processor executes the computer program, each step of the data report generation method based on robotic process automation provided in the first aspect is implemented.

[0034] A fourth aspect of an embodiment of the present application provides a computer-readable storage medium, which stores a computer program. When the computer program is executed by a processor, it implements the steps of the data report generation method based on robotic process automation provided in the first aspect.

[0035] The embodiments of the present application provide a data report generation method, device, electronic device, and storage medium based on robotic process automation, which have the following beneficial effects:

[0036] The method described in this application generates an RPA operation process according to the task instructions issued by the user through an RPA robot, and the RPA operation process includes a data source address and a report data extraction rule; then, based on the start and end addresses, the target business system is accessed to obtain the business data in the target business system, and the business data is classified and saved in a local file of the report display system according to the time when the data was generated; and based on the extraction rule, the local file is located according to the time index to determine the starting data extraction position, and the target business data required for this data report is extracted from the local file according to the data extraction position; finally, the target business data is loaded into the preset report generation template of the report display system and the report generation template is refreshed to generate a data report. The above method uses the RPA robot to realize the fully automated execution of the process of cross-system business data collection between the data source system and the report display system, updating and repairing the target business data in the report generation template, and generating a data report. For the data source system and report display system, no modifications are required, and the access speed is faster. For systems that cannot be directly connected due to regulatory requirements, it provides an access method that is faster than manual data transmission. Moreover, the entire process is automated based on RPA robots, without the need for human supervision, making data transmission more secure, more efficient and accurate, and less costly. It can also automatically repair erroneous data. BRIEF DESCRIPTION OF THE DRAWINGS

[0037] In order to more clearly illustrate the technical solutions in the embodiments of the present application, the following briefly introduces the drawings required for use in the embodiments or descriptions of the prior art. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without any creative work.

[0038] Figure 1 A flowchart of a data report generation method based on robotic process automation provided in an embodiment of the present application;

[0039] Figure 2 A flow chart of a method for loading target business data in a data report generation method based on robotic process automation provided in an embodiment of the present application;

[0040] Figure 3 A flow chart of a method for extracting exchange rate information from a data report generation method based on robotic process automation provided in an embodiment of the present application;

[0041] Figure 4 A flow chart of a method for extracting target business data in a data report generation method based on robotic process automation provided in an embodiment of the present application;

[0042] Figure 5 A basic structural block diagram of a data report generation device based on robotic process automation provided in an embodiment of the present application;

[0043] Figure 6 This is a basic structural block diagram of an electronic device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0044] In order to make the purpose, technical solutions and advantages of this application more clearly understood, the present application is further described in detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are only used to explain this application and are not intended to limit this application.

[0045] It is understandable that the embodiments of the present application can acquire and process relevant data based on artificial intelligence technology. Among them, artificial intelligence (AI) is the theory, method, technology and application system that uses digital computers or digital computer-controlled machines to simulate, extend and expand human intelligence, perceive the environment, acquire knowledge and use knowledge to obtain the best results. Basic artificial intelligence technologies generally include technologies such as sensors, dedicated artificial intelligence chips, cloud computing, distributed storage, big data processing technology, operation / interaction systems, mechatronics, etc. Artificial intelligence software technology mainly includes computer vision technology, robotics technology, biometrics technology, speech processing technology, natural language processing technology and machine learning / deep learning.

[0046] See also Figure 1 , Figure 1 This is a flowchart of a data report generation method based on robotic process automation provided in an embodiment of the present application. Detailed description is as follows:

[0047] Step S11: configuring an RPA operation process according to the task instruction issued by the user, wherein the RPA operation process is configured with the start and end addresses of data source transmission and the extraction rules of report data.

[0048] In this embodiment, for business systems operating daily, an enterprise needs to regularly collect business data from the system and generate data reports. This is done to analyze the daily operations of the business, such as in financial transaction systems. In this embodiment, users can issue task instructions based on their data report requirements. The RPA robot receives the task instructions issued by the user, obtains the user's data report requirements, and then configures an RPA operation process for generating the data report based on the user's data report requirements. The task instructions issued by the user include the starting and ending addresses of the data source transmission and the extraction rules for the report data.

[0049] Step S12: accessing the target business system based on the start and end addresses, obtaining the business data in the target business system, and classifying and saving the business data into a local file of the report display system according to the time when the data was generated.

[0050] In this embodiment, when running an RPA operation process, based on the starting and ending addresses of the data source transmission configured in the RPA operation process, the address of the target business system where the data source is located can be determined, thereby automatically connecting to and accessing the target business system to obtain the business data in the target business system. Furthermore, based on the starting and ending addresses of the data source transmission configured in the RPA operation process, the address of the report display system that needs to use this business data can also be determined, thereby automatically connecting to the report display system and saving the business data obtained from the target business system to the local file of the report display system. In this embodiment, when saving business data to the local file of the report display system, the business data is specifically classified and organized according to the time when the data was generated, and the business data is saved to the local file of the report display system.

[0051] For example, a data storage structure containing a time index can be pre-constructed in a local file. Based on this pre-constructed data storage structure containing a time index, the business data obtained by accessing the target business system is time-indexed and located according to the time the data was generated, thereby determining the storage location of the business data in the data storage structure and saving the business data to the local file based on the storage location. In this embodiment, the business data can be indexed and located by year, quarter, month, and / or date based on the time the data was generated, thereby determining the storage location of the business data in the data storage structure.

[0052] Step S13: Locate the local file according to the time index based on the extraction rule, determine the starting data extraction position, and extract the target business data required for this data report from the local file according to the data extraction position.

[0053] In this embodiment, the report data extraction rules are used to extract a portion of the target business data to be displayed from the business data stored in the local files of the report display system. In this embodiment, the report data extraction rules include the date and time range of the target business data. When running the RPA operation process, after the business data collection step, since the business data is classified and sorted in the local files according to the time when the business data was generated, by year, quarter, and / or month, and sorted in chronological order, based on the report data extraction rules configured in the RPA operation process, the date and time range of the target business data can be obtained. Then, time index positioning can be performed in the local files of the report display system based on the date and time range, thereby determining the starting and ending positions of the data extraction in the local files. For example, assuming that the date and time range of the target business data is 7 days and the timeliness configuration of the latest business data is T-1, the local real-time time is read from the report display system, and the real-time time minus one day is used as the starting time for extracting the business data. According to the starting time, the local file is indexed and located in sequence according to year, quarter, month, and date to find the starting position of the target business data corresponding to the real-time time in the local file, and then the business data in the local file is extracted from the starting position as the target business data. After the business data of the real-time day is extracted, the date is subtracted by one day based on the real-time time, and time index positioning is performed again. The business data in the local file corresponding to the date located by the index is extracted as the target business data. The time index positioning and data extraction processing are repeated in sequence until the date minus the number of days reaches seven. At this point, the extracted business data is the complete target business data required for this data report.

[0054] Step S14: loading the target business data into a report generation template preset in the report display system and refreshing the report generation template to generate a data report.

[0055] In this embodiment, after extracting the target business data, the target business data is copied and pasted into the data source worksheet of the report generation template according to the corresponding date, and only the data corresponding to the target business data required for this data report is retained in the report generation template, so as to load the extracted target business data into the report generation template preset by the report display system for reference by subsequent report display worksheets. Among them, when copying and pasting, the data is arranged in date order. For example, assuming that the current date is May 8, and the timeliness configuration of the latest data is T-1, then when copying and pasting the data, the data of May 7 is pasted after May 6. In this embodiment, after the target business data are loaded into the report generation template preset by the report display system, the data report can be automatically generated by refreshing the report generation template.

[0056] As can be seen from the above, the data report generation method based on robotic process automation provided in this embodiment uses RPA robots to fully automate the process of cross-system business data collection between the data source system and the report presentation system, updating and repairing the target business data in the report generation template, and generating data reports. For the data source system and the report presentation system, no modifications are required, and the access speed is faster; for systems that cannot be directly connected due to regulatory requirements, a faster access method than manual data transfer is provided. Moreover, the full automation operation based on RPA robots does not require human supervision, data transmission is more secure, efficient and accurate, and the cost is lower. In addition, by copying and pasting the target business data into the data source worksheet of the report generation template according to the corresponding date and retaining only the target business data required for this data report in the report generation template, it is possible to automatically repair erroneous data.

[0057] In some embodiments of the present application, RPA (Robotic process automation) is based on software robots and is used to automate business processes. It can simulate human behavior and realize the automation of existing manual tasks or manual processes. The RPA operation process includes a business data collection step, a step of updating and repairing the target business data in the report generation template, and a data report generation step. In this embodiment, when configuring the RPA operation process, it specifically includes: configuring the business data collection step in the RPA operation process according to the start and end addresses transmitted by the data source; configuring the step of updating and repairing the target business data in the report generation template in the RPA operation process according to the extraction rules of the report data; and constructing a template automatic refresh mechanism for configuring the data report generation step in the RPA operation process. It should be noted that the template automatic refresh mechanism is used to automatically refresh the report generation template after the target business data is loaded into the report generation template, thereby automatically generating a data report based on the newly loaded target business data.

[0058] In some embodiments of the present application, for the scenario of displaying data in the business system in the report display system, the business data collection step is the cross-system data transmission between the business system and the report display system. In this embodiment, for this scenario, the start and end addresses of the data source transmission can include the URL address of the target business system and the URL address of the report display system. When configuring the business data collection step of the RPA operation process, the URL address of the target business system is configured as the upload address of the data source, that is, the starting point of the data source transmission. The URL address of the report display system is configured as the download address of the data source, that is, the end point of the data source transmission. At this point, a cross-system data transmission channel between the business system and the report display system can be constructed, thereby realizing the collection of business data from the business system into the report display system based on the data transmission channel.

[0059] In some embodiments of this application, please refer to Figure 2 , Figure 2 This is a flow chart of a method for loading target business data in the data report generation method based on robotic process automation provided in an embodiment of the present application. Details are as follows:

[0060] S21: traversing the data source worksheet of the report generation template, identifying the location of the historical business data retained when the data report was generated last time, corresponding to the location in the data source worksheet;

[0061] S22: determining the position of the target business data corresponding to the data source worksheet according to the time index of the target business data;

[0062] S23: Compare the position of the historical business data corresponding to the data source worksheet with the position of the target business data corresponding to the data source worksheet to obtain a position comparison result, wherein the position comparison result includes one or more of the following information: first position information corresponding to both the target business data and the historical business data, second position information corresponding only to the historical business data, and third position information corresponding only to the target business data;

[0063] S24: Based on the position comparison result, for the first position in the data source worksheet that corresponds to both target business data and historical business data, according to the time index, the target business data corresponding to the first position is used to replace the historical business data corresponding to the first position in the data source worksheet; for the second position in the data source worksheet that only corresponds to historical business data, the historical business data corresponding to the second position in the data source worksheet is deleted; for the third position in the data source worksheet that only corresponds to target business data, according to the time index, the target business data corresponding to the third position is added to the data source worksheet.

[0064] In this embodiment, a time index is set in the data source worksheet of the report generation template. By traversing the data source worksheet of the report generation template, according to the time index, the position of the historical business data retained when the data report was generated last time corresponding to the data source worksheet can be identified. For example, if the data used when the data report was generated last time was the data from May 1st to May 7th, it can be identified that the historical business data is retained in the position corresponding to May 1st to May 7th in the data source worksheet of the report generation template. In this embodiment, since the target business data is obtained by locating the local file according to the time index, the target business data also has a time index. For example, if the current date is May 11th, the timeliness configuration of the latest data is T-1, and the target business data required for the generation of this data report is the data from the previous 7 days, then the target business data is the data from May 4th to May 10th, and the time index of the target business data is May 4th to May 10th. Therefore, according to the time index, the position of the target business data corresponding to the data source worksheet can be determined. After obtaining the location of the historical business data corresponding to the data source worksheet and the location of the target business data corresponding to the data source worksheet, a location comparison result can be obtained by comparing the location of the historical business data corresponding to the location of the target business data corresponding to the data source worksheet. The location comparison result includes one or more of the following information: first location information corresponding to both the target business data and the historical business data, second location information corresponding only to the historical business data, and third location information corresponding only to the target business data. Based on the above three types of information, the process of loading the target business data into the report generation template preset by the report display system can be as follows:

[0065] For the first position in the data source worksheet that corresponds to both target business data and historical business data, the target business data corresponding to the first position is used to replace the historical business data corresponding to the first position in the data source worksheet according to the time index.

[0066] For the second position in the data source worksheet that only corresponds to historical business data, the historical business data corresponding to the second position in the data source worksheet is deleted.

[0067] For the third position in the data source worksheet that only corresponds to target business data, the target business data corresponding to the third position is added to the data source worksheet according to the time index.

[0068] For example, assume the current date is May 11th, the timeliness of the latest data is configured as T-1, and the target business data required for generating this data report is the data from the previous seven days, that is, the target business data is the data from May 4th to May 10th. However, the data source worksheet of the report generation template contains historical business data for the periods from May 1st to May 7th. In this scenario, when the target business data is loaded into the report generation template preset by the report presentation system, the time index is used to locate the position corresponding to May 1st in the data source worksheet of the report generation template. Since the position corresponding to May 1st is determined to be the second position corresponding to only historical business data after comparison, the historical business data corresponding to May 1st in the data source worksheet is deleted. After deleting the historical business data corresponding to May 1st in the data source worksheet, the time index is further used to locate the position corresponding to May 2nd in chronological order. Since the position corresponding to May 2nd is also determined to be the second position corresponding to only historical business data after comparison, the historical business data corresponding to May 2nd in the data source worksheet is deleted. By analogy, delete the historical business data corresponding to May 3 in the data source worksheet, replace the historical business data corresponding to May 4 in the data source worksheet with the target business data corresponding to May 4, replace the historical business data corresponding to May 5 in the data source worksheet with the target business data corresponding to May 5, replace the historical business data corresponding to May 6 in the data source worksheet with the target business data corresponding to May 6, replace the historical business data corresponding to May 7 in the data source worksheet with the target business data corresponding to May 7, add the target business data corresponding to May 8 to the corresponding position of May 8 in the data source worksheet, add the target business data corresponding to May 9 to the corresponding position of May 9 in the data source worksheet, and add the target business data corresponding to May 10 to the corresponding position of May 10 in the data source worksheet. At this point, the loading of the target business data is completed.

[0069] In some embodiments of this application, please refer to Figure 3 , Figure 3 This is a flow chart of a method for extracting exchange rate information from a data report generation method based on robotic process automation provided in an embodiment of the present application. Details are as follows:

[0070] Step S31: Obtain the email corresponding to the target business system and read the body content of the email;

[0071] Step S32: Inputting the body content of the email into a preset exchange rate information extraction model for information extraction processing to extract the exchange rate information from the body content of the email;

[0072] Step S33: Add the exchange rate information to the report generation template.

[0073] In this embodiment, the preset exchange rate information extraction model is trained using an NLP model. Its input is the email body content, and its output is the exchange rate label and exchange rate value of the business data. After the NLP model is trained to convergence, it can be used to extract the exchange rate label and exchange rate value of the business data from the email body content. In this embodiment, business personnel can send emails via email to report on the business system's business status. Based on this email, an RPA robot can automatically crawl relevant emails related to the target business system from the mailbox according to the time index. These automatically crawled emails are then input into the trained NLP model for exchange rate information extraction, automatically extracting the exchange rate information for the target business system, eliminating the risk of human error. This extracted exchange rate information is then added to the report generation template so that it can be displayed in the generated data report. The exchange rate information includes the exchange rate label and exchange rate value. If the email body content contains exchange rate information, the trained NLP model outputs the exchange rate information; otherwise, a prompt indicating that no exchange rate information is available is displayed. Therefore, when the body of the email has nothing to do with the exchange rate, the RPA robot can be instructed to no longer obtain the output results of the NLP model, avoiding adding irrelevant content to the data report and improving the fault tolerance of report generation.

[0074] In some embodiments of this application, please refer to Figure 4 , Figure 4 A flow chart of a method for extracting target business data from a data report generation method based on robotic process automation provided in an embodiment of the present application. Details are as follows:

[0075] Step S41: Identify whether the report generation template enables the year-on-year display function and / or the month-on-month display function;

[0076] Step S42: If the report generation template enables the year-on-year display function and / or the quarter-on-quarter display function, the business data required for the year-on-year display and / or quarter-on-quarter display of this data report is extracted from the local file according to the date and time range of the target business data contained in the extraction rule as the target business data required for this data report.

[0077] In this embodiment, the report generation template preset by the report display system is configured with a year-on-year display function and a month-on-month display function of the data. In this embodiment, whether to enable the year-on-year display function and the month-on-month display function configured in the report generation template can be set in the RPA operation process according to the user's requirements for the data report, that is, by reading the RPA operation process, it can be identified whether the report generation template preset by the report display system enables the year-on-year display function and / or the month-on-month display function. If the identification result is that the report generation template preset by the report display system enables the year-on-year display function and / or the month-on-month display function, then the business data required for the year-on-year display and / or month-on-month display of this data report can be extracted from the local file of the report display system according to the date and time range of the target business data included in the report data extraction rule as the target business data required for this data report. Specifically, the year-on-year display function is represented by displaying a year-on-year chart of business data in the data report, and the month-on-month display function is represented by displaying a month-on-month chart of business data in the data report.

[0078] Exemplarily, based on the report generation template, when displaying a year-on-year graph of business data, the business data corresponding to the date and time range of the target business data in the extraction rules of the report data can be extracted by locating the time index to obtain the business data corresponding to the date and time range of the previous year. The business data corresponding to the date and time range of the previous year extracted is the business data required for the year-on-year display of this data report. In this embodiment, after the business data corresponding to the date and time range of the previous year extracted is loaded into the report generation template, the report generation template can compare and analyze the business data corresponding to the date and time range of the previous year extracted with the target business data currently extracted, thereby obtaining a year-on-year graph. When displaying a month-on-month graph of business data, similarly, the business data corresponding to the previous date and time range adjacent to the date and time range of the target business data can be extracted by locating the time index to obtain the business data corresponding to the previous date and time range adjacent to the date and time range of the target business data. The business data corresponding to the previous date and time range adjacent to the date and time range of the target business data extracted is the business data required for the month-on-month display of this data report. In this embodiment, after loading the business data corresponding to the previous date and time range adjacent to the date and time range of the target business data into the report generation template, the report generation template can compare and analyze the business data corresponding to the previous date and time range adjacent to the date and time range of the target business data with the currently extracted target business data, thereby obtaining a month-on-month chart.

[0079] It can be understood that the size of the serial numbers of the steps in the above embodiments does not mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiments of this application.

[0080] In some embodiments of this application, please refer to Figure 5 , Figure 5 This is a basic structural block diagram of a data report generation device based on robotic process automation provided in an embodiment of the present application. The various units included in the device in this embodiment are used to perform the various steps in the above method embodiment. For details, please refer to the relevant description in the above method embodiment. For ease of explanation, only the parts related to this embodiment are shown. Figure 5 As shown, the data report generation device based on robotic process automation includes: a process configuration module 51, a business data storage module 52, a target business data extraction module 53, and a data report generation module 54. The process configuration module 51 is used to configure an RPA operation process based on a task instruction issued by a user, wherein the RPA operation process is configured with the start and end addresses of data source transmission and the extraction rules for report data; the business data storage module 52 is used to access the target business system based on the start and end addresses, obtain the business data in the target business system, and classify and save the business data in a local file of a report display system according to the time of data generation; the target business data extraction module 53 is used to locate the local file according to the time index based on the extraction rules, determine the starting data extraction location, and extract the target business data required for the current data report from the local file based on the data extraction location; and the data report generation module 54 is used to load the target business data into a report generation template preset in the report display system and refresh the report generation template to generate a data report.

[0081] It should be understood that the above-mentioned data report generation device based on robotic process automation corresponds one-to-one with the above-mentioned data report generation method based on robotic process automation, and will not be described in detail here.

[0082] In some embodiments of this application, please refer to Figure 6 , Figure 6 This is a basic structural block diagram of an electronic device provided in an embodiment of the present application. Figure 6As shown, the electronic device 6 of this embodiment includes: a processor 61, a memory 62, and a computer program 63 stored in the memory 62 and executable on the processor 61, such as a program for a data report generation method based on robotic process automation. When the processor 61 executes the computer program 63, the steps of each of the aforementioned embodiments of the data report generation method based on robotic process automation are implemented. Alternatively, when the processor 61 executes the computer program 63, the functions of each module in the corresponding embodiments of the data report generation device based on robotic process automation are implemented. For details, please refer to the relevant description in the embodiments and will not be repeated here.

[0083] Exemplarily, the computer program 63 can be divided into one or more modules (units), which are stored in the memory 62 and executed by the processor 61 to complete the present application. The one or more modules can be a series of computer program instruction segments that can perform specific functions, and the instruction segments are used to describe the execution process of the computer program 63 in the electronic device 6. For example, the computer program 63 can be divided into a process configuration module, a business data storage module, a target business data extraction module, and a data report generation module, and the specific functions of each module are as described above.

[0084] The turntable device may include, but is not limited to, a processor 61 and a memory 62. Those skilled in the art will understand that Figure 6 It is only an example of the electronic device 6 and does not constitute a limitation of the electronic device 6. It may include more or fewer components than shown in the figure, or a combination of certain components, or different components. For example, the turntable device may also include input and output devices, network access devices, buses, etc.

[0085] The processor 61 may be a central processing unit (CPU), or other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), field-programmable gate arrays (FPGA), or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc. The general-purpose processor may be a microprocessor or any conventional processor.

[0086] The memory 62 may be an internal storage unit of the electronic device 6, such as a hard disk or memory of the electronic device 6. The memory 62 may also be an external storage device of the electronic device 6, such as a plug-in hard disk, a smart media card (SMC), a secure digital (SD) card, a flash card, etc. equipped on the electronic device 6. Furthermore, the memory 62 may include both an internal storage unit of the electronic device 6 and an external storage device. The memory 62 is used to store the computer program and other programs and data required by the turntable device. The memory 62 may also be used to temporarily store data that has been output or is about to be output.

[0087] It should be noted that the information interaction, execution process, etc. between the above-mentioned devices / units are based on the same concept as the method embodiment of this application. Their specific functions and technical effects can be found in the method embodiment section and will not be repeated here.

[0088] The present application also provides a computer-readable storage medium that stores a computer program. When the computer program is executed by a processor, the computer-readable storage medium can implement the steps of the above-mentioned method embodiments. In this embodiment, the computer-readable storage medium can be non-volatile or volatile.

[0089] An embodiment of the present application provides a computer program product. When the computer program product is run on a mobile terminal, the mobile terminal can implement the steps in the above-mentioned various method embodiments when executing the computer program product.

[0090] Those skilled in the art can clearly understand that, for the convenience and brevity of description, only the division of the above-mentioned functional units and modules is used as an example for illustration. In actual applications, the above-mentioned functions can be distributed and completed by different functional units and modules as needed, that is, the internal structure of the device can be divided into different functional units or modules to complete all or part of the functions described above. The functional units and modules in the embodiment can be integrated into one processing unit, or each unit can exist physically alone, or two or more units can be integrated into one unit. The above-mentioned integrated unit can be implemented in the form of hardware or in the form of software functional units. In addition, the specific names of the functional units and modules are only for the convenience of distinguishing each other, and are not used to limit the scope of protection of this application. The specific working process of the units and modules in the above-mentioned system can refer to the corresponding process in the aforementioned method embodiment, and will not be repeated here.

[0091] If the integrated module / unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the present application implements all or part of the process in the above-mentioned embodiment method, and can also be completed by instructing the relevant hardware through a computer program. The computer program can be stored in a computer-readable storage medium, and when the computer program is executed by the processor, it can implement the steps of the above-mentioned various method embodiments. Among them, the computer program includes computer program code, and the computer program code can be in source code form, object code form, executable file or some intermediate form. The computer-readable medium may include: any entity or device capable of carrying the computer program code, recording medium, USB flash drive, mobile hard disk, magnetic disk, optical disk, computer memory, read-only memory (ROM), random access memory (RAM), electric carrier signal, telecommunication signal and software distribution medium. It should be noted that the content contained in the computer-readable medium can be appropriately increased or decreased according to the requirements of legislation and patent practice in the jurisdiction. For example, in some jurisdictions, according to legislation and patent practice, computer-readable media do not include electric carrier signals and telecommunication signals.

[0092] In the above embodiments, the description of each embodiment has its own focus. For parts that are not described or recorded in detail in a certain embodiment, reference can be made to the relevant description of other embodiments.

[0093] The above-described embodiments are only used to illustrate the technical solutions of the present application, rather than to limit them. Although the present application has been described in detail with reference to the aforementioned embodiments, those skilled in the art should understand that they can still modify the technical solutions described in the aforementioned embodiments, or make equivalent replacements for some of the technical features therein. These modifications or replacements do not deviate the essence of the corresponding technical solutions from the spirit and scope of the technical solutions of the various embodiments of the present application, and should all be included in the scope of protection of the present application.

Claims

1. A data report generation method based on robotic process automation, characterized in that: include: Configure an RPA operation process based on the task instructions issued by the user. The RPA operation process is configured with the starting and ending addresses of data source transmission and the extraction rules of report data. The starting and ending addresses include the URL address of the target business system and the URL address of the report display system; Accessing the target business system based on the start and end addresses, obtaining business data in the target business system, and classifying and saving the business data into a local file of the report display system according to the time when the data was generated; Locate the local file according to the time index based on the extraction rule, determine the starting data extraction position, and extract the target business data required for this data report from the local file according to the data extraction position; Loading the target business data into a report generation template preset in the report display system and refreshing the report generation template to generate a data report; The step of loading the target business data into a report generation template preset in the report display system includes: Traversing the data source worksheet of the report generation template, identifying the location of the historical business data retained when the data report was previously generated, corresponding to the location in the data source worksheet; Determine the position of the target business data corresponding to the data source worksheet according to the time index of the target business data; Comparing the position of the historical business data corresponding to the data source worksheet with the position of the target business data corresponding to the data source worksheet to obtain a position comparison result, wherein the position comparison result includes the following multiple information: first position information corresponding to both the target business data and the historical business data, second position information corresponding only to the historical business data, and third position information corresponding only to the target business data; According to the position comparison result, for the first position in the data source worksheet that corresponds to both target business data and historical business data, the target business data corresponding to the first position is used to replace the historical business data corresponding to the first position in the data source worksheet according to the time index. For the second position in the data source worksheet that only corresponds to historical business data, the historical business data corresponding to the second position in the data source worksheet is deleted. For the third position in the data source worksheet that only corresponds to target business data, the target business data corresponding to the third position is added to the data source worksheet according to the time index.

2. The data report generation method based on robotic process automation according to claim 1, characterized in that: The steps of configuring the RPA operation process according to the task instructions issued by the user include: Configure the business data collection steps in the RPA operation process based on the starting and ending addresses; or / and Configure the steps in the RPA operation process to update and repair the target business data in the report generation template according to the extraction rules; or / and The template automatic refresh mechanism is constructed to configure the data report generation step in the RPA operation process.

3. The data report generation method based on robotic process automation according to claim 1 or 2, characterized in that: The URL address of the target business system is the upload address of the data source, and the URL address of the report display system is the download address of the data source.

4. The data report generation method based on robotic process automation according to claim 1, characterized in that: The step of accessing the target business system based on the start and end addresses, obtaining business data in the target business system, and classifying and saving the business data in a local file of the report display system according to the time when the data was generated includes: Based on the pre-constructed data storage structure containing a time index in the local file, the business data is time indexed and located according to the time when the data was generated, the storage location of the business data in the data storage structure is determined, and the business data is saved in the local file based on the storage location.

5. The data report generation method based on robotic process automation according to claim 1, 2 or 4, characterized in that: After the step of loading the target business data into the report generation template preset in the report display system, the method further includes: Obtain the email corresponding to the target business system and read the body content of the email; Inputting the body content of the email into a preset exchange rate information extraction model for information extraction processing to extract the exchange rate information from the body content of the email; The exchange rate information is added to the report generation template.

6. The data report generation method based on robotic process automation according to claim 1, 2 or 4, characterized in that: After the report data extraction rule includes the date and time range of the target business data, the steps of locating the local file according to the time index based on the extraction rule, determining the starting data extraction position, and extracting the target business data required for this data report from the local file according to the data extraction position, further include: Identifying whether the report generation template enables a year-on-year display function and / or a month-on-month display function; If the report generation template enables the year-on-year display function and / or the quarter-on-quarter display function, the business data required for the year-on-year display and / or quarter-on-quarter display of this data report is extracted from the local file according to the date and time range of the target business data contained in the extraction rules as the target business data required for this data report.

7. A data report generation device based on robotic process automation, characterized in that: include: A process configuration module is used to configure the RPA operation process based on the task instructions issued by the user. The RPA operation process is configured with the starting and ending addresses of data source transmission and the extraction rules of report data. The starting and ending addresses include the URL address of the target business system and the URL address of the report display system; A business data storage module is used to access the target business system based on the start and end addresses, obtain the business data in the target business system, and save the business data in a local file of the report display system according to the time when the data was generated; A target business data extraction module is configured to locate the local file according to the time index based on the extraction rule, determine the starting data extraction position, and extract the target business data required for this data report from the local file according to the data extraction position; A data report generation module, configured to load the target business data into a report generation template preset in the report display system and refresh the report generation template to generate a data report; Wherein, the data report generation module is specifically used to: traverse the data source worksheet of the report generation template, identify the position of the historical business data retained when the data report was generated last time corresponding to the position in the data source worksheet; determine the position of the target business data corresponding to the data source worksheet according to the time index of the target business data; compare the position of the historical business data corresponding to the position in the data source worksheet with the position of the target business data corresponding to the position in the data source worksheet, and obtain a position comparison result, wherein the position comparison result includes the following multiple information: first position information corresponding to both target business data and historical business data, first position information corresponding only to historical business data Second position information, and third position information corresponding only to target business data; according to the position comparison result, for the first position in the data source worksheet that corresponds to both target business data and historical business data, according to the time index, the target business data corresponding to the first position is used to replace the historical business data corresponding to the first position in the data source worksheet; for the second position in the data source worksheet that only corresponds to historical business data, the historical business data corresponding to the second position in the data source worksheet is deleted; for the third position in the data source worksheet that only corresponds to target business data, according to the time index, the target business data corresponding to the third position is added to the data source worksheet.

8. An electronic device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein: When the processor executes the computer program, the steps of the method according to any one of claims 1 to 6 are implemented.

9. A computer-readable storage medium storing a computer program, characterized in that: When the computer program is executed by a processor, the steps of the method according to any one of claims 1 to 6 are implemented.

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