Characteristic system-based parameterized matching method and system

Abstract

The invention discloses a parameterized matching method based on a feature system, and the method comprises the following steps: building matching features based on the feature system, customizing matching groups through a matching parameter file, and building a correlation rule to carry out matching constraint and control. Constructing a business object for the material, defining a relationship between the material and the feature in the multilayer structure, and supporting selection and matching through a correlation rule; according to the processing scheme, multiple rapid matching modes are provided for matching, selection is performed through parameterized matching and setting of corresponding default values or range values according to the correlation rules, and through the processing scheme, the problems that existing matching is poor in expansibility, complex and difficult to use, depends on a large amount of manual offline calculation and checking, is low in working efficiency and is prone to making mistakes are solved.

Description

Technical Field

[0001] The present invention relates to the field of computer technology, and in particular to a parameterized matching method and system based on a feature system. Background Art

[0002] With the continuous increase in demand for servers, the customer base is wide, the optional requirements of customer orders are not unique, and customers will put forward some functional requirements from the user's perspective, such as scope of use, adaptability to the environment, specification parameters, external dimensions, etc. The combination of functional descriptions is difficult to enumerate and is complex and changeable; different functional descriptions may correspond to different sub-component specifications or combinations of sub-component specifications.

[0003] Usually, different sub-components and sub-component specification combinations are matched by selecting corresponding functional requirements, but the following problems may arise:

[0004] 1. How to quickly and accurately describe the configurable products that customers need;

[0005] 2. How to quickly determine the sub-components and sub-component specifications to be used according to the input configuration parameters;

[0006] 3. How to consider various complex configuration items and discount conditions to quickly calculate accurate and optimized prices;

[0007] The products on the market have poor scalability, are complex and difficult to use, and rely on a large amount of manual offline calculation and verification. They are inefficient and prone to errors in terms of the dependencies between optional parameters in the selection process, the influence and constraints between BOM hierarchical structures, determining BOM sub-item information based on selection results, and calculating prices based on optional configurations.

[0008] It can be seen that the above existing products still have inconveniences and defects in use, and are in urgent need of further improvement. How to create a parameterized matching method and system based on a feature system has become a goal that the industry urgently needs to improve. Summary of the invention

[0009] In view of this, the embodiments of the present disclosure provide a parameterized matching method and system based on a feature system to solve the problems of poor scalability, complexity and difficulty in use of existing matching, reliance on a large amount of manual offline calculation and verification, low work efficiency and prone to errors.

[0010] In a first aspect, an embodiment of the present disclosure provides a parameterized matching method based on a feature system, the method comprising the following steps:

[0011] Establish matching features based on the feature system, customize matching groups through matching parameter files, and establish correlation rules to constrain and control matching;

[0012] Build business objects for materials, define the relationship between materials and features in a multi-layer structure, and support matching through correlation rules;

[0013] A variety of quick matching methods are provided for matching, and matching is performed through parameterized matching and default values ​​or range values ​​corresponding to the correlation rule settings.

[0014] According to a specific implementation of the embodiment of the present disclosure, the method further includes:

[0015] Establish a price list based on matching parameters to achieve matching and obtain matching results, and automatically obtain price data according to the matching results;

[0016] Generate order BOM based on matching results and bill of materials, and track sales order progress through sales order tracking leads.

[0017] According to a specific implementation of the embodiment of the present disclosure, the customizing of matching groups through matching parameter files and establishing correlation rules for matching constraints and controls include:

[0018] Flexible customization, sorting and default values ​​of optional groups through the optional parameter file;

[0019] By using the correlation rules, constraint relationships between features, features and feature values, and feature values ​​and feature values ​​are established, and automatic control is performed according to the set matching constraints during the matching process to ensure the deliverability of the matching results;

[0020] and / or said matching is supported by correlation rules, including:

[0021] Match the characteristic values ​​of the top material and the master material, and automatically determine the characteristics of the sub-items based on the matching results.

[0022] According to a specific implementation of the embodiment of the present disclosure, the providing of multiple quick matching methods for quick matching includes:

[0023] According to the existing configuration, the default value is taken out according to the configuration parameter file, and the configuration result of the upstream document is inherited.

[0024] According to a specific implementation of the embodiment of the present disclosure, the step of establishing a price list based on the matching parameters includes:

[0025] The price list is established according to the selected materials and the optional parameters that affect the price, and supports a price model consisting of a base price, a plus price, and a minus price.

[0026] According to a specific implementation of the embodiment of the present disclosure, generating an order BOM based on the matching result and the bill of materials includes:

[0027] Generate order BOM according to the selection results and material list, and automatically match the order BOM in the subsequent planning and production links to arrange planning and production business.

[0028] In a second aspect, the embodiment of the present disclosure provides a parameterized matching system based on a feature system, the system comprising:

[0029] The feature definition module is configured to establish matching features based on the feature system, customize matching groups through matching parameter files, and establish correlation rules for matching constraints and controls;

[0030] The business building module is configured to build business objects for materials, define the relationship between materials and features in a multi-layer structure, and support matching through correlation rules;

[0031] The parameterized processing module is configured to provide a variety of quick matching methods for matching, and to perform matching through parameterized matching and default values ​​or range values ​​corresponding to the correlation rule settings.

[0032] The embodiments of the present invention have the following advantages:

[0033] 1. The parameterized matching method based on the feature system in the embodiment of the present disclosure realizes unlimited expansion of matching features through the feature system, and is highly flexible, highly expandable, and easy to use for different matching parameter requirements of different industries;

[0034] 2. By establishing matching parameter files, different enterprises can flexibly define matching groups according to their own requirements. This helps enterprises achieve rapid matching from multiple angles and scenarios with high flexibility.

[0035] 3. By establishing correlation rules, multiple features and business object fields are used as rule conditions and results to define matching constraints and control relationships, so as to realize various complex matching constraints and controls of the enterprise. In addition, through correlation rules, the characteristic values ​​of the top-level materials selected during sales can automatically determine the specifications, quantity, loss, and other complex application scenarios of semi-finished materials and sub-item materials;

[0036] 4. Perform complex price calculations based on the matching results. According to the selected materials and features, the price of the order is automatically calculated based on the matching results after matching, which improves the work efficiency of business personnel and reduces the chance of errors;

[0037] 5. Track the progress of the entire sales order process. Through the sales order tracking clues, track the progress of the entire sales order, handle abnormal business in a timely manner, and track the progress of the entire business process such as planning, production, procurement, outsourcing, allocation, shipment, and warehousing after selection to achieve integrated and efficient work. BRIEF DESCRIPTION OF THE DRAWINGS

[0038] The above is only an overview of the technical solution of the present invention. In order to more clearly understand the technical means of the present invention, the present invention is further described in detail below in conjunction with the accompanying drawings and specific implementation methods.

[0039] Figure 1 A schematic diagram of a process of parameterized matching method based on a feature system provided in an embodiment of the present disclosure Figure 1 ;

[0040] Figure 2 A schematic diagram of a process of parameterized matching method based on a feature system provided in an embodiment of the present disclosure Figure 2 ;

[0041] Figure 3 A structural schematic diagram of a parameterized matching system based on a feature system provided in an embodiment of the present disclosure;

[0042] Figure 4 A schematic diagram of a process flow of a parameterized matching method system based on a feature system provided in an embodiment of the present disclosure;

[0043] Figure 5 A flow chart of parameterized matching application provided in an embodiment of the present disclosure. DETAILED DESCRIPTION

[0044] The embodiments of the present disclosure are described in detail below with reference to the accompanying drawings.

[0045] The following describes the embodiments of the present disclosure through specific examples, and those skilled in the art can easily understand other advantages and effects of the present disclosure from the contents disclosed in this specification. Obviously, the described embodiments are only a part of the embodiments of the present disclosure, rather than all of the embodiments. The present disclosure can also be implemented or applied through other different specific embodiments, and the details in this specification can also be modified or changed in various ways based on different viewpoints and applications without departing from the spirit of the present disclosure. It should be noted that the following embodiments and features in the embodiments can be combined with each other without conflict. Based on the embodiments in the present disclosure, all other embodiments obtained by ordinary technicians in the field without making creative work are within the scope of protection of the present disclosure.

[0046] It should be noted that various aspects of the embodiments within the scope of the appended claims are described below. It should be apparent that the aspects described herein may be embodied in a wide variety of forms, and any specific structure and / or function described herein is merely illustrative. Based on the present disclosure, it should be understood by those skilled in the art that an aspect described herein may be implemented independently of any other aspect, and two or more of these aspects may be combined in various ways. For example, any number of aspects described herein may be used to implement a device and / or practice a method. In addition, other structures and / or functionalities other than one or more of the aspects described herein may be used to implement this device and / or practice this method.

[0047] Additionally, in the following description, specific details are provided to facilitate a thorough understanding of the examples. However, it will be understood by those skilled in the art that the aspects described may be practiced without these specific details.

[0048] The embodiments of the present invention provide a parameterized matching method, device, medium and product based on a feature system. Based on the feature system, a parameterized matching method based on the feature system is provided, which can realize unlimited expansion of matching features, and achieve high scalability and high flexibility by establishing matching parameter files according to different matching parameter requirements of different industries, so as to help different enterprises flexibly define matching groups according to requirements, and achieve the purpose of helping enterprises to achieve rapid matching in multiple angles and scenarios; solve the problems of poor scalability, complexity and difficulty in use, reliance on a large amount of manual offline calculation and verification, low work efficiency and easy errors.

[0049] Figure 1 The flowchart of the parameterized matching method based on the feature system provided in the embodiment of the present disclosure at least includes the following steps S110 to S130.

[0050] like Figure 1 As shown, the method comprises the following steps:

[0051] Step S110: Establish matching features based on the feature system, customize matching groups through matching parameter files, and establish correlation rules to constrain and control matching;

[0052] Specifically, optional features are established through the feature system to achieve unlimited expansion of optional feature support. Optional parameter files are used to meet the flexible customization, sorting and default values ​​of optional grouping in various industries. Constraint relationships between features, features and feature values, and feature values ​​and feature values ​​are established through correlation rules. In the subsequent matching process, automatic control of the system according to the set constraint relationships is achieved, ensuring the deliverability of the matching results.

[0053] In the embodiment of the present invention, in step S110, unlimited expansion of optional features is achieved based on the feature system. By establishing an optional parameter file, the enterprise can implement it according to its own requirements, flexibly define optional grouping, sorting of optional features within each group, and specify default values, and support matching from sales quotation, sales contract, and sales order.

[0054] Specifically, by establishing correlation rules, it supports feature A affecting the visible feature value range of feature B, and the automatic assignment of the feature value of feature A to the feature value of feature B; the selection of the feature value of feature A determines whether feature B is visible, etc., and the definition of matching constraints and control relationships is performed based on multiple features and business object fields as rule conditions and results, thereby realizing various complex matching constraints and controls of the enterprise; in addition, through correlation rules, the characteristic values ​​of the top-level materials selected during sales automatically determine the specifications, quantity, loss, and other complex application scenarios of semi-finished materials and sub-item materials.

[0055] Step S120: construct business objects for materials, define the relationship between materials and features in the multi-layer structure, and support matching through correlation rules.

[0056] In the embodiment of the present invention, in step S120, business objects are separately constructed for the top-level material, the master material, and the sub-material, and the relationship between materials and materials, and between materials plus features and materials plus features in the multi-layer structure is defined. Through the correlation rule setting, it supports the characteristic values ​​selected according to the top-level material and the characteristic values ​​of the master material, and determines the complex applications during matching such as under what matching results the sub-items are selected, the calculation of the sub-item quantity according to the characteristic value formula, and the calculation of the loss of the sub-items.

[0057] For example, in the home furnishing industry, the usage of back panels and side panels is automatically calculated based on the width and height of the ordered cabinet; there are more than a dozen types of hardware, and the selection of a hardware to be used in this order is determined based on the material and other characteristics of the selected cabinet; it better supports the highly customized and complex needs of industries such as home furnishings, construction machinery, electronics, and assembly.

[0058] Step S130: providing a variety of quick matching methods for matching, and performing matching through parameterized matching and setting corresponding default values ​​or range values ​​of the correlation rule.

[0059] In the embodiment of the present invention, step S130 provides a variety of quick matching methods such as matching according to existing configurations, bringing out default values ​​according to matching parameter files, and inheriting matching results of upstream documents, so as to improve matching efficiency and achieve quick matching.

[0060] For example, in the selection of children's cars: there are 7 colors of cloth covers; corresponding to 16 parts such as the front armrest, shoulder guard, fence cloth cover color and material, seat body and cushion color and material, tarpaulin, and mommy bag, each part has 7 colors and materials. If the materials are established by Cartesian product exhaustively, there will be hundreds of millions of materials, not including the determination of corresponding pipes and plastic parts; through parameterized selection and correlation rules, the corresponding default values ​​or value ranges can be quickly set for other parts according to the color of the cloth cover, quickly and accurately describing the products customers need.

[0061] The parameterized matching method based on the feature system proposed in the present invention establishes matching features through the feature system, realizes unlimited expansion of the matching features, achieves high flexibility and high expansion for different matching requirements of different industries, helps enterprises to achieve rapid matching from multiple angles and multiple scenarios, supports matching from sales quotations, sales contracts, and sales orders, and the downstream business automatically inherits the upstream matching results. At the same time, it supports automatically bringing out matching feature values ​​according to the configuration results of existing orders or automatically bringing out feature values ​​according to matching parameter files, so as to achieve rapid matching.

[0062] Ginseng Figure 2 As shown, the aforementioned parameterized matching method based on the feature system at least further includes the following steps S140 and S150.

[0063] Step S140: Establish a price list based on the matching parameters to implement matching and obtain matching results, and automatically obtain price data according to the matching results.

[0064] Step S150: Generate an order BOM based on the matching result and the bill of materials, and track the progress of the sales order through the sales order tracking clue.

[0065] In the embodiment of the present invention, in step S140, a price list is established according to the materials and the optional parameters that affect the price, and complex price models such as base price, added price, and reduced price are supported. After the matching is realized, the price is automatically obtained according to the matching result, and the price calculation is performed. According to the selected materials and their characteristics, the common pricing modes such as standard price, added price, and reduced price of the enterprise are considered, and the price calculation method configured by the customer is used. After the matching, the price of the current order is automatically calculated according to the matching result; the work efficiency of business personnel is improved, the inefficiency of manual price calculation is reduced, and the probability of errors is reduced.

[0066] In the embodiment of the present invention, after the matching is completed in step S150, the order BOM is automatically generated according to the material list of the matching result, and the subsequent planning and production links automatically match the order BOM to arrange the planning and production business; through the sales order tracking clues, the progress of the entire sales order is tracked, and the abnormal business is handled in a timely manner. At the same time, in terms of interaction, the actual application scenarios of the planner are considered, the hierarchical structure of the product corresponding to the sales order is matched, and the key links of different business processes are reflected. It is convenient for planners to simply and directly obtain key information on the business progress.

[0067] Figure 3 A structural schematic diagram of a parameterized matching system based on a feature system provided by an embodiment of the present disclosure is shown.

[0068] Figure 5 A parameterized matching application flow chart provided by an embodiment of the present disclosure is shown.

[0069] like Figure 3 As shown, the parametric matching system 400 based on the feature system provided by the present invention includes a feature definition module 410, a business construction module 420, and a parameterized processing module 430. The feature definition module 410 is configured to establish matching features based on the feature system, customize matching groups through matching parameter files, and establish correlation rules to perform matching constraints and controls. The business construction module 420 is configured to build business objects for materials, define the relationship between materials and features in a multi-layer structure, and support matching through correlation rules. The parameterized processing module 430 is configured to provide a variety of quick matching methods for matching, and set corresponding default values ​​or range values ​​for matching through parametric matching and correlation rules.

[0070] See also Figure 4 , a schematic diagram of the process of performing parametric matching using a feature system-based parametric matching method and system provided in an embodiment of the present disclosure.

[0071] Specifically, the feature definition module 410 establishes a matching parameter file to help different companies flexibly define matching groups according to their own requirements, sort matching features within the group and specify default values. The feature definition module 410 supports matching from sales quotations, sales contracts, and sales orders. The business construction module 420 supports downstream businesses to automatically inherit upstream matching results. The parameterized processing module 430 supports automatic bringing out of matching feature values ​​based on the configuration results of existing orders or automatic bringing out of feature values ​​based on matching parameter files, thereby achieving rapid matching.

[0072] Furthermore, the parameterized matching system 400 automatically controls to ensure the deliverability of matching results. By establishing correlation rules, it supports feature A affecting the visible feature value range of feature B and automatically assigning the feature value of feature A to the feature value of feature B. The selection of the feature value of feature A determines whether feature B is visible, and the matching constraints and control relationships are defined based on multiple features and business object fields as rule conditions and results, thereby realizing various complex matching constraints and controls of the enterprise. In addition, through correlation rules, the feature values ​​of the top-level materials selected during sales automatically determine the specifications, quantities, losses, and other complex application scenarios of semi-finished materials and sub-item materials.

[0073] The parameterized matching system 400 automatically performs complex price calculations based on the matching results. Based on the selected materials and their characteristics, the common pricing models of the enterprise, such as standard price, plus-matching price, minus-matching price, etc., are considered. According to the price calculation method configured by the customer, the parameterized matching system 400 automatically calculates the price of the order based on the matching results after matching. This improves the work efficiency of business personnel and reduces the chance of errors.

[0074] The parameterized matching system 400 tracks the progress of the entire sales order process. Through the sales order tracking clues, the progress of the entire sales order can be tracked, and the planners can be guided to handle abnormal business in a timely manner. According to the hierarchical structure of the products corresponding to the sales order, the progress of the key links of different business processes can be viewed. After matching, the progress of the entire business process such as planning, production, procurement, outsourcing, transfer, delivery, and outbound delivery can be tracked, so that the planners can see the progress of all business of the products and sub-components corresponding to the sales order on one page, realizing integrated and efficient work.

[0075] The above is only a specific implementation of the present disclosure, but the protection scope of the present disclosure is not limited thereto. Any changes or substitutions that can be easily thought of by a person skilled in the art within the technical scope disclosed in the present disclosure should be included in the protection scope of the present disclosure. Therefore, the protection scope of the present disclosure should be based on the protection scope of the claims.

Claims

1. A parametric matching method based on a feature system, characterized in that: The method comprises the following steps: Establish matching features based on the feature system, customize matching groups through matching parameter files, and establish correlation rules to constrain and control matching; Build business objects for materials, define the relationship between materials and features in a multi-layer structure, and support matching through correlation rules; A variety of quick matching methods are provided for matching, and matching is performed through parameterized matching and default values ​​or range values ​​corresponding to the correlation rule settings.

2. The parameterized matching method based on feature system according to claim 1, characterized in that: Also includes: Establish a price list based on matching parameters to achieve matching and obtain matching results, and automatically obtain price data according to the matching results; Generate order BOM based on matching results and bill of materials, and track sales order progress through sales order tracking leads.

3. The parameterized matching method based on feature system according to claim 1, characterized in that: The method of customizing the matching grouping through the matching parameter file and establishing correlation rules for matching constraints and controls includes: Flexible customization, sorting and default value specification of the optional groups through the optional parameter file; The constraint relationships between features, features and feature values, and feature values ​​and feature values ​​are established through the correlation rules. During the matching process, automatic control is performed according to the set matching constraints to ensure the deliverability of the matching results.

4. The parameterized matching method based on feature system according to claim 1, characterized in that: The matching is supported by correlation rules, including: Match the characteristic values ​​of the top material and the master material, and automatically determine the characteristics of the sub-items based on the matching results.

5. The parameterized matching method based on feature system according to claim 1, characterized in that: The present invention provides a variety of quick matching methods for quick matching, including: According to the existing configuration, the default value is taken out according to the configuration parameter file, and the configuration result of the upstream document is inherited.

6. The parameterized matching method based on feature system according to claim 2, characterized in that: The step of establishing a price list based on the optional parameters includes: The price list is established according to materials and optional parameters that affect prices, and supports a price model consisting of a base price, an additional price, and a reduced price.

7. The parameterized matching method based on feature system according to claim 2, characterized in that: The order BOM is generated based on the matching results and the bill of materials, including: Generate order BOM according to the selection results and material list, and automatically match the order BOM in the subsequent planning and production links to arrange planning and production business.

8. A parameterized matching system based on a feature system, characterized in that: The system comprises: The feature definition module is configured to establish matching features based on the feature system, customize matching groups through matching parameter files, and establish correlation rules for matching constraints and controls; The business building module is configured to build business objects for materials, define the relationship between materials and features in a multi-layer structure, and support matching through correlation rules; The parameterized processing module is configured to provide a variety of quick matching methods for matching, and to perform matching through parameterized matching and default values ​​or range values ​​corresponding to the correlation rule settings.

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