System and method for quickly generating fund data report

A fund and data technology, which is applied in the field of rapid generation of fund data reports, can solve the problems that cannot meet the requirements of business expansion and extension, and achieve the effect of meeting business scalability, simple implementation, and effective speed limit

Pending Publication Date: 2022-05-27
中科金审(北京)科技有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

In the case of only supporting the existing system's own capital data and capital model, it cannot meet the requirements of business expansion and extension

Method used

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  • System and method for quickly generating fund data report
  • System and method for quickly generating fund data report
  • System and method for quickly generating fund data report

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0025] like Figure 1 to Figure 3 As shown, a system for quickly generating a capital data report described in this embodiment includes a template creation unit 10, and the template creation unit 10 is used to pre-create a template for the capital data report to generate template data;

[0026] The detection unit 20, the detection unit 20 is used to call the template data generated by the template creation unit 10 and perform detection, obtain configuration parameters, and add a positioning label;

[0027] Described positioning replacement unit 40, described positioning replacement unit 40 is used for positioning according to the label, input fund data and place and replace with corresponding position in template data, form fund output report;

[0028] The report output unit 60, the report output unit 60, is used for outputting the capital data report;

[0029] When in use, when the capital data template needs to be quickly generated, the capital data can be directly input, t...

Embodiment 2

[0039] like Figure 4 As shown, a method for quickly generating a capital data report described in this embodiment includes the following steps:

[0040] Step S10, create and execute a template;

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PUM

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Abstract

The invention discloses a system and method for quickly generating a fund data report, and relates to the field of finance, and the system comprises a template creation unit which is used for pre-creating a template for the fund data report and generating template data; the detection unit is used for calling and detecting the template data generated by the template creation unit, acquiring configuration parameters and adding positioning tags; the positioning and replacing unit is used for positioning according to the label, inputting fund data and carrying out placement and replacement on the fund data and corresponding positions in the template data to form a fund output report; and the report output unit is used for outputting the fund data report. By establishing a user-defined report template, a user-defined fund model, a user-defined variable and a user-defined statistical graph can be added in the report template, and the requirement of service expansibility is basically met. The method is easy to implement, speed limiting is effective, and the application requirement is met.

Description

technical field [0001] The invention relates to the financial field, in particular to a system and method for rapidly generating a capital data report. Background technique [0002] With the popularization of the production system, the funds, models, charts and other businesses that come with the production system continue to increase, and the custom fund types and capital models of the production system are also constantly enriched. When a large amount of capital and model business exist in the production system, users generate capital data reports. Only by customizing the capital data reports can the production system provide customized, differentiated and personalized capital data reporting services for different users. . One of the key technologies to realize these services is to customize the configuration of capital data reports, using custom report templates and label positioning and replacement technology in the production system to quickly generate capital data rep...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F40/166G06F40/186G06F40/106G06Q40/00
CPCG06F40/166G06F40/186G06F40/106G06Q40/00
Inventor 余伟峰吕维俊
Owner 中科金审(北京)科技有限公司
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