Automatic report generation method, system and equipment and storage medium

A technology for automatic generation and reporting, applied in the field of information systems, can solve problems such as heavy workload, inability to generate reports automatically, and low timeliness, so as to avoid omissions and errors, reduce manual working hours, and improve work efficiency

Pending Publication Date: 2022-06-07
中国人寿资产管理有限公司
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  • Abstract
  • Description
  • Claims
  • Application Information

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Problems solved by technology

[0003] In order to solve the problems in the prior art that reports cannot be automatically generated, and the timeliness is low and the workload is heavy, the present invention provi

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  • Automatic report generation method, system and equipment and storage medium
  • Automatic report generation method, system and equipment and storage medium

Examples

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[0032] In order to make the purposes, technical solutions and advantages of the embodiments of the present invention clearer, the technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments These are some embodiments of the present invention, but not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without creative efforts shall fall within the protection scope of the present invention.

[0033] combine Figure 1-2 As shown, the present invention provides a method for automatically generating a report, comprising:

[0034] S1: Obtaining indicators, data display methods and template information, including the management of indicators, adding and deleting information, or the configuration of indicators that require se...

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Abstract

The invention relates to the field of information systems, in particular to an automatic report generation method, system and device and a storage medium, and the method comprises the steps: S1, obtaining an index, a data display mode and template information; s2, the indexes and the data display modes are configured to a template, and an available template is formed; s3, receiving data input by a user or parameters created by a configured report task, and inputting the parameters into the available template to form a preliminary task; s4, creating a timed scheduling task or creating report information in real time for the preliminary task; and S5, synthesizing the document, and filing the document to a document library. According to the method, required data can be directly read from the database, and data omission and errors caused by manual collection are avoided; the data can be automatically inserted into a proper position of the template, so that the working efficiency is improved; tasks can be automatically scheduled, manual working time is greatly shortened, repeated work is completed by the system, intermediate unnecessary interaction is reduced, the repeated work is directly sent to a target user, and a closed loop of report generation is completed.

Description

technical field [0001] The present invention relates to the field of information systems, in particular to a method, system, device and storage medium for automatic report generation. Background technique [0002] With the development of asset management business and the continuous enhancement of financial supervision, the number of various types of business and reporting supervision is increasing. At present, the main method of technical report writing is for the staff to collect information and data from various channels, and manually enter it into the office software for calculation, verification and writing. The whole process is mainly manual, and the process and repetitive work cannot be completed automatically. There are problems such as heavy workload, error-prone, low timeliness, and high repetition. Therefore, how to achieve the timing of data acquisition, automatic calculation of indicators and document generation, and to achieve the effect of reducing costs and i...

Claims

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Application Information

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IPC IPC(8): G06F40/166G06F40/186G06F16/25G06F16/16G06F16/11
CPCG06F40/186G06F40/166G06F16/258G06F16/252G06F16/16G06F16/113
Inventor 熊雄闫德辉
Owner 中国人寿资产管理有限公司
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