Human resource outsourcing customer bill generation method and system for social security policy
Data is obtained through the API interface and a payment calculation model is established to process social security premium rates and policy rules, solving the problem of inflexible generation of social security bills in the existing technology, and achieving the effect of quickly responding to policy changes and reducing error rates.
Patent Information
- Application Number
- CN202411198358.X
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-08-29
- Publication Date
- 2024-12-27
- Estimated Expiration
- Not applicable · inactive patent
AI Technical Summary
The existing social security bill generation methods are not flexible enough to respond quickly to policy changes, resulting in low efficiency and high error rate.
Automatically obtain data from the salary management system and social security system through the API interface, establish a payment calculation model, process social security rates and policy rules in different regions, update in real time, calculate the social security fees that employees should pay, and generate detailed bills, automatically detect and process them. Error mode and exceptional conditions, and finally output an accurate bill report.
It realizes flexibility and high efficiency in the generation of social security bills, quickly calculates when policy changes, reduces the error rate and improves the accuracy of bill generation.
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Figure CN119205358A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of social security bill generation, and in particular to a method and system for generating a social security policy human resource outsourcing client bill. Background Art
[0002] Social security policy is a policy program formulated by the government to implement and guide the construction and operation of the social security system. The social insurance plan is organized by the government and forces a certain group to pay part of its income as social insurance taxes (fees) to form a social insurance fund. Under certain conditions, the insured can obtain a fixed income or loss compensation from the fund. It is a redistribution system. Social security policy stipulates that social security includes pension insurance, medical insurance, unemployment insurance, work-related injury insurance, maternity insurance and housing provident fund, which are commonly referred to as "five insurances and one fund". When paying social security, you need to calculate the social security bill in advance.
[0003] The existing social security bill generation method is not flexible enough and cannot quickly calculate new policies when policies change, resulting in low bill generation efficiency and a high error rate in the bill generation process. Summary of the invention
[0004] In order to solve the above technical problems, a method and system for generating bills for human resources outsourcing customers based on social security policies are provided. This technical solution solves the above problems.
[0005] In order to achieve the above purpose, the technical solution adopted by the present invention is:
[0006] A method and system for generating bills for human resources outsourcing clients based on social security policies, comprising:
[0007] Automatically obtain data from the salary management system and social security system based on the API interface, including basic information of employees, salary data and social security payment base, and pre-process the data;
[0008] Establish a payment calculation model, handle social insurance premium rates and policy rules in different regions, update in real time based on local social insurance policies, and calculate the social insurance fees that employees should pay;
[0009] Combine the calculated social security fees with employee salary information to generate a detailed bill;
[0010] Review billing accuracy, automatically detect common error patterns and anomalies, and handle them;
[0011] Output the final bill report for customer review and payment.
[0012] Preferably, the method of automatically acquiring data from the wage management system and the social security system based on the API interface, including basic information of employees, wage data and social security payment base, and pre-processing the data specifically includes:
[0013] Consult the API documentation of the salary management system and social security system to understand the interface address, authentication method, and data structure;
[0014] Obtain employees' basic information, salary data and social security payment base through API interface;
[0015] Clean the data and process missing values;
[0016] Fill missing fields with default values and set missing salaries to 0;
[0017] Convert date fields to a uniform format;
[0018] The preprocessed data is stored in the database.
[0019] Preferably, a payment calculation model is established to handle social insurance premium rates and policy rules in different regions, and real-time updates are performed based on local social insurance policies to calculate the social insurance fees that employees should pay, including:
[0020] Obtain regional social security premium rates and policy rules, including the contribution base range, individual and company sharing ratios;
[0021] Determine the actual contribution base of employees based on the range of minimum and maximum bases;
[0022] Multiply the payment base by the premium rate of each type of insurance to calculate pension insurance, medical insurance and unemployment insurance respectively;
[0023] Regularly update policy rules and rate data;
[0024] Automatically adjust models to reflect new policy changes;
[0025] Establish payment calculation model according to policy rules;
[0026] The fee calculation model formula is:
[0027]
[0028] In the formula, F 总 is the total amount of payment, f1 is the pension insurance fee, f2 is the medical insurance fee, f3 is the unemployment insurance fee, f4 is the work-related injury insurance fee, f5 is the maternity insurance, l is the payment base, z is the pension insurance personal rate, k is the pension insurance company rate,
[0029] f2, f3, f4, and f5 use the same calculation process as f1;
[0030] Summarize calculation results and generate employee contribution reports for review and records.
[0031] Preferably, the calculated social security fees are combined with employee salary information to generate a detailed bill including:
[0032] Summarize employee salary information and social security expenses;
[0033] Calculate the tax payable. Taxable wages equal total wages minus personal social security expenses;
[0034] Calculate the total cost, which is equal to personal social insurance cost plus company social insurance cost;
[0035] Use the form builder to create bill templates;
[0036] Fill in employee information and calculated social insurance fees;
[0037] Use automated scripts to fill in data into bill templates and generate final bill documents;
[0038] The generated bills are sent to employees and departments for review and record keeping.
[0039] Preferably, audit bill accuracy, automatically detect common error patterns and anomalies, and handle them specifically including:
[0040] Check whether the actual cost exceeds the budget and the cost range specified in the contract;
[0041] Mark the expense items that exceed expectations and review the related expenditure vouchers;
[0042] Check whether the charges in the bill cover all the required charges;
[0043] Conduct additional review of omitted expense items;
[0044] Check if the same expense item appears repeatedly in the bill;
[0045] Find and delete duplicate expense items;
[0046] Verify that the total bill is equal to the sum of the charges;
[0047] Recalculate and correct bill totals;
[0048] Check the matching degree between billing data and standard data;
[0049] Inconsistencies are marked and detailed comparison and verification is performed;
[0050] Whether the testing costs exceed industry standards;
[0051] Review out-of-scope expense items and request explanations and supporting documentation;
[0052] Check whether the bill date is expired or inconsistent with the date;
[0053] Mark date anomalies and check the rationality of billing time;
[0054] Automatically mark abnormal expense items based on the above detection results;
[0055] Generate audit reports containing all detected errors and anomalies;
[0056] Automatically detected anomalies are manually reviewed to ensure accuracy.
[0057] Preferably, the final bill report is output for the customer to review and pay, specifically including:
[0058] Collect billing information, including all charges, discounts, taxes, and total amounts;
[0059] Generate PDF report documents and compile report contents;
[0060] List all cost items, quantities, unit prices, discounts and taxes;
[0061] List the payment method and payment deadline;
[0062] Send billing reports to customers as attachments;
[0063] Record bill issuance and payment status in internal systems;
[0064] Keep the final bill report and related correspondence on file.
[0065] A social security policy human resources outsourcing client bill generation system, the generation system comprising:
[0066] Data acquisition module: The data acquisition module is used to automatically obtain data from the salary management system and social security system based on the API interface, including employees' basic information, salary data and social security payment base, and pre-process the data;
[0067] Payment calculation module: The payment calculation module is electrically connected to the data acquisition module. The payment calculation module is used to establish a payment calculation model, process social security premium rates and policy rules in different regions, perform real-time updates based on local social security policies, and calculate the social security fees that employees should pay;
[0068] Bill generation module: The bill generation module is electrically connected to the payment calculation module and the data acquisition module, and is used to combine the calculated social security fees with the employee salary information to generate a detailed bill;
[0069] Bill review module: The bill review module is electrically connected to the bill generation module, the payment calculation module and the data acquisition module. The bill review module is used to review the accuracy of the bill, automatically detect common error patterns and abnormal situations, and process them;
[0070] Bill output module: Output the final bill report for customer review and payment.
[0071] Preferably, the bill generation module specifically includes:
[0072] Information consolidation module: used to summarize employee salary information and social security expenses;
[0073] Form creation module: The form creation module is electrically connected to the information merging module, and the form creation module is used to create a bill template using a form generation tool, fill in employee information and calculated social security fees;
[0074] Bill distribution module: The bill distribution module is electrically connected to the form creation module and the information merging module, and is used to send the generated bills to employees and departments for review and recording.
[0075] Preferably, the bill review module specifically includes:
[0076] Anomaly detection module: used to detect anomalies in bills;
[0077] Abnormal marking module: The abnormal marking module is electrically connected to the abnormal detection module, and the abnormal marking module is used to mark abnormal situations;
[0078] Audit report generation module: The audit report generation module is electrically connected to the anomaly marking module and the anomaly detection module, and the audit report generation module is used to generate an audit report including all detected errors and anomalies.
[0079] Compared with the prior art, the present invention has the following beneficial effects:
[0080] The present invention proposes the establishment of a bill calculation model, which can make the social security bill generation method more flexible and can quickly calculate new policies when faced with policy changes, resulting in high bill generation efficiency and low error rate in the bill generation process. BRIEF DESCRIPTION OF THE DRAWINGS
[0081] Figure 1 It is a step flow framework diagram of the present invention. DETAILED DESCRIPTION
[0082] The following description is used to disclose the present invention so that those skilled in the art can implement the present invention. The preferred embodiments described below are only examples, and those skilled in the art may think of other obvious variations.
[0083] Reference Figure 1 As shown, a method and system for generating bills for human resource outsourcing clients of social security policies include:
[0084] Automatically obtain data from the salary management system and social security system based on the API interface, including basic information of employees, salary data and social security payment base, and pre-process the data;
[0085] Establish a payment calculation model, handle social insurance premium rates and policy rules in different regions, update in real time based on local social insurance policies, and calculate the social insurance fees that employees should pay;
[0086] Combine the calculated social security fees with employee salary information to generate a detailed bill;
[0087] Review billing accuracy, automatically detect common error patterns and anomalies, and handle them;
[0088] Output the final bill report for customer review and payment.
[0089] Furthermore, the data is automatically obtained from the wage management system and the social security system based on the API interface, including the basic information of employees, wage data and social security payment base, and the data is pre-processed specifically including:
[0090] Consult the API documentation of the salary management system and social security system to understand the interface address, authentication method, and data structure;
[0091] Obtain employees' basic information, salary data and social security payment base through API interface;
[0092] Clean the data and process missing values;
[0093] Fill missing fields with default values and set missing salaries to 0;
[0094] Convert date fields to a uniform format;
[0095] The preprocessed data is stored in the database.
[0096] Furthermore, a payment calculation model is established to handle social insurance premium rates and policy rules in different regions. According to local social insurance policies, it is updated in real time to calculate the social insurance fees that employees should pay, including:
[0097] Obtain regional social security premium rates and policy rules, including the contribution base range, individual and company sharing ratios;
[0098] Determine the actual contribution base of employees based on the range of minimum and maximum bases;
[0099] Multiply the payment base by the premium rate of each type of insurance to calculate pension insurance, medical insurance and unemployment insurance respectively;
[0100] Regularly update policy rules and rate data;
[0101] Automatically adjust models to reflect new policy changes;
[0102] Establish payment calculation model according to policy rules;
[0103] The fee calculation model formula is:
[0104]
[0105] In the formula, F 总 is the total amount of payment, f1 is the pension insurance fee, f2 is the medical insurance fee, f3 is the unemployment insurance fee, f4 is the work-related injury insurance fee, f5 is the maternity insurance, l is the payment base, z is the pension insurance personal rate, k is the pension insurance company rate,
[0106] f2, f3, f4, and f5 use the same calculation process as f1;
[0107] Summarize calculation results and generate employee contribution reports for review and records.
[0108] Furthermore, the calculated social insurance fees are combined with employee salary information to generate a detailed bill including:
[0109] Summarize employee salary information and social security expenses;
[0110] Calculate the tax payable. Taxable wages equal total wages minus personal social security expenses;
[0111] Calculate the total cost, which is equal to personal social insurance cost plus company social insurance cost;
[0112] Use the form builder to create bill templates;
[0113] Fill in employee information and calculated social insurance fees;
[0114] Use automated scripts to fill in data into bill templates and generate final bill documents;
[0115] The generated bills are sent to employees and departments for review and record keeping.
[0116] Further, audit bill accuracy, automatically detect common error patterns and anomalies, and handle them, including:
[0117] Check whether the actual cost exceeds the budget and the cost range specified in the contract;
[0118] Mark the expense items that exceed expectations and review the related expenditure vouchers;
[0119] Check whether the charges in the bill cover all the required charges;
[0120] Conduct additional review of omitted expense items;
[0121] Check if the same expense item appears repeatedly in the bill;
[0122] Find and delete duplicate expense items;
[0123] Verify that the total bill is equal to the sum of the charges;
[0124] Recalculate and correct bill totals;
[0125] Check the matching degree between billing data and standard data;
[0126] Inconsistencies are marked and detailed comparison and verification is performed;
[0127] Whether the testing costs exceed industry standards;
[0128] Review out-of-scope expense items and request explanations and supporting documentation;
[0129] Check whether the bill date is expired or inconsistent with the date;
[0130] Mark date anomalies and check the rationality of billing time;
[0131] Automatically mark abnormal expense items based on the above detection results;
[0132] Generate audit reports containing all detected errors and anomalies;
[0133] Automatically detected anomalies are manually reviewed to ensure accuracy.
[0134] Furthermore, the final bill report is output for the customer to review and pay, including:
[0135] Collect billing information, including all charges, discounts, taxes, and total amounts;
[0136] Generate PDF report documents and compile report contents;
[0137] List all cost items, quantities, unit prices, discounts and taxes;
[0138] List the payment method and payment deadline;
[0139] Send billing reports to customers as attachments;
[0140] Record bill issuance and payment status in internal systems;
[0141] Keep the final bill report and related correspondence on file.
[0142] A social security policy human resources outsourcing client bill generation system, the generation system comprising:
[0143] Data acquisition module: The data acquisition module is used to automatically obtain data from the salary management system and social security system based on the API interface, including employees' basic information, salary data and social security payment base, and pre-process the data;
[0144] Payment calculation module: The payment calculation module is electrically connected to the data acquisition module. The payment calculation module is used to establish a payment calculation model, process social security premium rates and policy rules in different regions, perform real-time updates based on local social security policies, and calculate the social security fees that employees should pay;
[0145] Bill generation module: The bill generation module is electrically connected to the payment calculation module and the data acquisition module, and is used to combine the calculated social security fees with the employee salary information to generate a detailed bill;
[0146] Bill review module: The bill review module is electrically connected to the bill generation module, the payment calculation module and the data acquisition module. The bill review module is used to review the accuracy of the bill, automatically detect common error patterns and abnormal situations, and process them;
[0147] Bill output module: Output the final bill report for customer review and payment.
[0148] Furthermore, the bill generation module specifically includes:
[0149] Information consolidation module: used to summarize employee salary information and social security expenses;
[0150] Form creation module: The form creation module is electrically connected to the information merging module, and the form creation module is used to create a bill template using a form generation tool, fill in employee information and calculated social security fees;
[0151] Bill distribution module: The bill distribution module is electrically connected to the form creation module and the information merging module, and is used to send the generated bills to employees and departments for review and recording.
[0152] Furthermore, the bill review module specifically includes:
[0153] Anomaly detection module: used to detect anomalies in bills;
[0154] Abnormal marking module: The abnormal marking module is electrically connected to the abnormal detection module, and the abnormal marking module is used to mark abnormal situations;
[0155] Audit report generation module: The audit report generation module is electrically connected to the anomaly marking module and the anomaly detection module, and the audit report generation module is used to generate an audit report including all detected errors and anomalies.
[0156] The use process of the present invention is:
[0157] Step 1: Obtain employees’ basic information, salary data, and social security payment base through the API interface;
[0158] Step 2: Clean the data and process missing values;
[0159] Step 3: Convert the date field to a unified format;
[0160] Step 4: Store the preprocessed data in the database;
[0161] Step 5: Obtain regional social security premium rates and policy rules, including the contribution base range, individual and company sharing ratios;
[0162] Step 6: Establish a payment calculation model based on policy rules;
[0163] Step 7: Regularly update policy rules and rate data;
[0164] Step 8: Automatically adjust the model to reflect new policy changes;
[0165] Step 9: Summarize the calculation results and generate employee payment reports for review and records;
[0166] Step 10: Use the form generation tool to create a bill template;
[0167] Step 11: Send the generated bill to employees and departments for review and record keeping;
[0168] Step 12: Detect abnormalities in bills;
[0169] Step 13: Mark abnormal situations as abnormal;
[0170] Step 14: Generate an audit report containing all detected errors and anomalies;
[0171] Step 15: Output the final bill report for customer review and payment.
[0172] To sum up, the advantages of the present invention are: the present invention proposes the establishment of a bill calculation model, which can make the social security bill generation method more flexible, and can quickly calculate new policies when faced with policy changes, resulting in high bill generation efficiency and low error rate in the bill generation process.
[0173] The above shows and describes the basic principles, main features and advantages of the present invention. Those skilled in the art should understand that the present invention is not limited to the above embodiments. The above embodiments and descriptions only describe the principles of the present invention. The present invention may be subject to various changes and improvements without departing from the spirit and scope of the present invention. These changes and improvements fall within the scope of the present invention. The scope of protection claimed by the present invention is defined by the attached claims and their equivalents.
Claims
1. A method for generating bills for human resource outsourcing clients based on social security policies, characterized in that: include: Automatically obtain data from the salary management system and social security system based on the API interface, including basic information of employees, salary data and social security payment base, and pre-process the data; Establish a payment calculation model, handle social insurance premium rates and policy rules in different regions, update in real time based on local social insurance policies, and calculate the social insurance fees that employees should pay; Combine the calculated social security fees with employee salary information to generate a detailed bill; Review billing accuracy, automatically detect common error patterns and anomalies, and handle them; Output the final bill report for customer review and payment.
2. The method for generating a human resources outsourcing client bill for a social security policy according to claim 1, characterized in that: The method of automatically obtaining data from the wage management system and social security system based on the API interface, including basic information of employees, wage data and social security payment base, and pre-processing the data specifically includes: Check the API documentation of the salary management system and social security system, including the interface address, authentication method, and data structure; Obtain employees' basic information, salary data and social security payment base through API interface; Clean the data and process missing values; Fill missing fields with default values and set missing salaries to 0; Convert date fields to a uniform format; The preprocessed data is stored in the database.
3. The method for generating a bill for a human resources outsourcing client based on a social security policy according to claim 2, characterized in that: Establish a payment calculation model, handle social insurance premium rates and policy rules in different regions, and update in real time according to local social insurance policies to calculate the social insurance fees that employees should pay, including: Obtain regional social security premium rates and policy rules, including the contribution base range, individual and company sharing ratios; Determine the actual contribution base of employees based on the range of minimum and maximum bases; Multiply the payment base by the premium rate of each type of insurance and calculate separately; Regularly update policy rules and rate data; Automatically adjust models to reflect new policy changes; Establish payment calculation model according to policy rules; The fee calculation model formula is: In the formula, F 总 is the total amount of payment, f1 is the pension insurance fee, f2 is the medical insurance fee, f3 is the unemployment insurance fee, f4 is the work-related injury insurance fee, f5 is the maternity insurance, l is the payment base, z is the pension insurance personal rate, k is the pension insurance company rate, f2, f3, f4, and f5 use the same calculation process as f1; Summarize calculation results and generate employee contribution reports for review and records.
4. The method for generating a human resources outsourcing client bill for a social security policy according to claim 3, characterized in that: Combine the calculated social insurance fees with employee salary information to generate a detailed bill including: Summarize employee salary information and social security expenses; Calculate the tax payable. Taxable wages equal total wages minus personal social security expenses; Calculate the total cost, which is equal to personal social insurance cost plus company social insurance cost; Use the form builder to create bill templates; Fill in employee information and calculated social insurance fees; Use automated scripts to fill in data into bill templates and generate final bill documents; The generated bills are sent to employees and departments for review and record keeping.
5. The method for generating a human resource outsourcing client bill for a social security policy according to claim 4, characterized in that: Audit bill accuracy, automatically detect common error patterns and anomalies, and handle them, including: Check whether the actual cost exceeds the budget and the cost range specified in the contract; Mark the expense items that exceed expectations and review the related expenditure vouchers; Check whether the charges in the bill cover all the required charges; Conduct additional review of omitted expense items; Check if the same expense item appears repeatedly in the bill; Find and delete duplicate expense items; Verify that the total bill is equal to the sum of the charges; Recalculate and correct bill totals; Check the matching degree between billing data and standard data; Inconsistencies are marked and detailed comparison and verification is performed; Whether the testing costs exceed industry standards; Review out-of-scope expense items and request explanations and supporting documentation; Check whether the bill date is expired or inconsistent with the date; Mark date anomalies and check the rationality of billing time; Automatically mark abnormal expense items based on the above detection results; Generate audit reports containing all detected errors and anomalies; Automatically detected anomalies are manually reviewed to ensure accuracy.
6. The method for generating a human resources outsourcing client bill for a social security policy according to claim 5, characterized in that: Output the final bill report for customer review and payment, including: Collect billing information, including all charges, discounts, taxes, and total amounts; Generate PDF report documents and compile report contents; List all cost items, quantities, unit prices, discounts and taxes; List the payment method and payment deadline; Send billing reports to customers as attachments; Record bill issuance and payment status in internal systems; Keep the final bill report and related correspondence on file.
7. A social security policy human resources outsourcing customer bill generation system, characterized in that: The build system includes: Data acquisition module: The data acquisition module is used to automatically obtain data from the salary management system and social security system based on the API interface, including employees' basic information, salary data and social security payment base, and pre-process the data; Payment calculation module: The payment calculation module is electrically connected to the data acquisition module. The payment calculation module is used to establish a payment calculation model, process social security premium rates and policy rules in different regions, perform real-time updates based on local social security policies, and calculate the social security fees that employees should pay; Bill generation module: The bill generation module is electrically connected to the payment calculation module and the data acquisition module, and is used to combine the calculated social security fees with the employee salary information to generate a detailed bill; Bill review module: The bill review module is electrically connected to the bill generation module, the payment calculation module and the data acquisition module. The bill review module is used to review the accuracy of the bill, automatically detect common error modes and abnormal situations, and process them; Bill output module: Output the final bill report for customer review and payment.
8. The human resources outsourcing client bill generation system for social security policy according to claim 7 is characterized in that: The payment calculation module specifically includes: Local policy acquisition module: used to obtain regional social security premium rates and policy rules, including the payment base range, individual and company sharing ratios; Payment model establishment module: used to electrically connect the payment model establishment module with the local policy acquisition module, and the payment model establishment module is used to establish a payment calculation model according to policy rules; Policy update module: The policy update module is electrically connected to the payment model establishment module and the local policy acquisition module, and is used to regularly update policy rules and rate data; Automatic adjustment module: The automatic adjustment module is electrically connected to the policy update module, the payment model establishment module and the local policy acquisition module to automatically adjust the model to reflect new policy changes.
9. A social security policy human resources outsourcing client bill generation system according to claim 8, characterized in that: The bill generation module specifically includes: Information consolidation module: used to summarize employee salary information and social security expenses; Form creation module: The form creation module is electrically connected to the information merging module, and the form creation module is used to create a bill template using a form generation tool, fill in employee information and calculated social security fees; Bill distribution module: The bill distribution module is electrically connected to the form creation module and the information merging module, and is used to send the generated bills to employees and departments for review and recording.
10. A social security policy human resources outsourcing client bill generation system according to claim 9, characterized in that: The bill review module specifically includes: Anomaly detection module: used to detect anomalies in bills; Abnormal marking module: The abnormal marking module is electrically connected to the abnormal detection module, and the abnormal marking module is used to mark abnormal situations; Audit report generation module: The audit report generation module is electrically connected to the anomaly marking module and the anomaly detection module, and the audit report generation module is used to generate an audit report including all detected errors and anomalies.
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