ESG (environment, society and governance) full-scene evaluation solution system and method

CN120764965APending Publication Date: 2025-10-10SHANGHAI CALCULATION TOWER TECHNOLOGY CO LTD
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Patent Information

Application Number
CN202511065960.0
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-07-31
Publication Date
2025-10-10

AI Technical Summary

Technical Problem

Existing ESG assessments have problems such as difficulty in obtaining data, single evaluation models, poor cross-scenario applicability, and insufficient coordination, which lead to inaccurate and inefficient evaluation results.

Method used

Build an integrated and systematic ESG evaluation solution system, including data collection module, baseline modeling module, scenario adaptation module, project management module, environmental management module, social management module, governance management module, evaluation and analysis module, cycle improvement module and visualization module, combined with a multi-dimensional evaluation indicator system to achieve all-round evaluation and dynamic adjustment.

Benefits of technology

It achieves efficient and accurate multi-scenario ESG assessment, supports cross-industry applications, improves decision-making efficiency and accuracy, and promotes sustainable development.

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Abstract

The invention relates to the related technical field of sustainable development (ESG), in particular to an ESG (environment, society and governance) full-scene evaluation solution system and method. Along with the increasingly serious problem of global sustainable development, the environment, society and government (ESG for short) has become an important factor which must be considered in the decision making process of enterprises and governments. In order to promote the realization of a sustainable development target, all walks of life start to actively collect, analyze and evaluate ESG related data. Many companies, investors and supervision organizations all positively discuss how to guide decisions through an accurate and effective ESG evaluation method, and sustainable economic growth and social responsibility are promoted. The invention provides a brand-new ESG full-scene evaluation solution, and aims to provide an efficient and accurate ESG evaluation method capable of covering multiple scenes by constructing an integrated and systematic management platform. According to the method, through a scientific data acquisition and analysis technology and in combination with a multi-dimensional evaluation index system, comprehensive evaluation on various aspects of environment, society and governance of an enterprise or a project is realized, and the ever-increasing demand of the modern society for sustainable development is met.
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Description

TECHNICAL FIELD

[0001] The present application relates to the technical field of sustainable development (ESG), and particularly to an ESG (environment, society, governance) full-scene evaluation solution system and method. BACKGROUND

[0002] With the increasing severity of global sustainable development issues, environmental, social and governance (ESG) has become an important factor that enterprises and governments must consider in the decision-making process. In order to promote the realization of sustainable development goals, various industries have begun to actively collect, analyze and evaluate ESG-related data. Many companies, investors and regulatory agencies are actively exploring how to guide decision-making through accurate and effective ESG evaluation methods to promote sustainable economic growth and social responsibility.

[0003] However, there are several major problems with existing ESG evaluations: 1. Data acquisition is difficult: Most current ESG solutions rely on a large amount of manual data collection, with inconsistent data sources and varying quality, resulting in inaccurate evaluation results and even bias. 2. Evaluation model is single: Many existing ESG solutions focus on a single field or partial dimension (such as environment or governance), ignoring comprehensive evaluation of the full scene, lacking a systematic and comprehensive evaluation model. 3. Difficult to support full-scene application: Existing ESG solutions are usually customized for specific industries or local scenes, and cannot be widely applicable across industries and scenes, limiting their promotion and popularization. 4. Poor coordination: Existing ESG solutions often cannot track data changes in real time, and cannot build the coordination capabilities of evaluation providers and evaluated parties, affecting decision-making efficiency and accuracy.

[0004] Based on the above problems, the present application proposes an ESG (environment, society, governance) full-scene evaluation solution system and method, aiming to provide an efficient, accurate and multi-scene ESG evaluation method by building an integrated and systematic management platform. This method realizes comprehensive evaluation of the environment, society and governance of enterprises or projects through scientific data collection and analysis technology combined with a multi-dimensional evaluation index system, meeting the growing demand for sustainable development in modern society. SUMMARY

[0005] In view of the above, the purpose of the present application is to provide an ESG (environment, society, governance) full-scene evaluation solution system and method to solve the problems of difficulty in standardizing data acquisition, single evaluation model, low degree of intelligent application technology, insufficient scene support, and poor coordination as mentioned in the background.

[0006] To achieve the above object and other related objects, the present application provides an ESG (environment, society, governance) full-scene evaluation solution system and method.

[0007] In one embodiment of the present application, an ESG (environment, society, governance) full-scene evaluation solution system is provided, characterized in that the system comprises:

[0008] A data collection module is configured to collect or input structured and unstructured data related to environment, society and governance from a plurality of heterogeneous data sources;

[0009] A baseline modeling module is configured to construct a multi-dimensional ESG evaluation index model system based on industry general standards and self-defined standards;

[0010] A scene adaptation module is configured to dynamically adjust evaluation model parameters according to parameters such as industry, region and organizational form of the enterprise;

[0011] A project management module is configured to manage new ESG evaluation projects and historical project management;

[0012] An environmental management module is configured to manage evaluation data related to environment, optimization suggestions, risk early warning and strategy guidance information;

[0013] A social management module is configured to manage evaluation data related to society, optimization suggestions, risk early warning and strategy guidance information;

[0014] A governance management module is configured to manage evaluation data related to governance, optimization suggestions, risk early warning and strategy guidance information;

[0015] An evaluation analysis module is configured to generate evaluation results based on baseline and data, and generate optimization suggestions, risk early warning and strategy guidance information based on the results;

[0016] A cycle improvement module is configured to perform cycle management between the evaluated party and the analyst until the related risks are excluded or actively terminated for improvement;

[0017] A visualization module is configured to display and download ESG evaluation results, AI insights in the form of charts, reports, scorecards, dashboards, etc.

[0018] A system management module is configured to perform basic management of the system to realize safe operation of the system.

[0019] In another embodiment of the present application, an ESG (environment, society, governance) full-scene evaluation solution method is provided, characterized in that the method comprises the following steps:

[0020] Step 1: Raw data collection, obtaining ESG related laws, regulations and standards from a plurality of data sources;

[0021] Step two: data standardization, processing the original data, including data cleaning, data learning and converting to standardized format data;

[0022] Step three: baseline modeling, constructing an evaluation index system covering the environment, society and governance three dimensions, specifying the type and format of each index file or data, and finally forming baseline data;

[0023] Step four: scene adaptation, adjusting the baseline data model parameters and weight settings according to the industry and business of the evaluated party;

[0024] Step five: evaluation data upload, the evaluated party collects, organizes and provides data for evaluation according to the baseline model data requirements;

[0025] Step six: data distribution, the provided data is automatically distributed to analysts;

[0026] Step seven: data evaluation, the analyst quantitatively analyzes the received evaluation data and gives opinions, grades, risk suggestions and strategy guidance;

[0027] Step eight: risk improvement, the analysis result is automatically fed back to the evaluated party, which makes targeted improvement according to the analysis result and submits the improved data again, and steps five, six, seven and eight are executed again until the analyst's evaluation meets the standard or the improvement is terminated voluntarily;

[0028] Step nine: display support: output the comprehensive evaluation result in a visual way;

[0029] Step ten: decision support, generate ESG report and management suggestion, and support download or system viewing;

[0030] Step eleven: audit archive, archive the result data and process data according to the requirements.

[0031] As described above, the ESG (environment, society, governance) full-scene evaluation solution system and method of the present application has the following beneficial effects: it realizes the integration of AI risk early warning and dynamic monitoring model, provides a quantifiable and implementable ESG risk management and evaluation system, helps relevant parties to balance between business value and social environmental risk management, enables relevant parties to realize the coordinated growth of economic benefit, environmental benefit and social value, improves the sustainable competitiveness of relevant parties in the global competition, and promotes the development of the industry towards green, transparent and efficient direction. BRIEF DESCRIPTION OF DRAWINGS

[0032] Figure 1 The structure schematic diagram of the ESG (environment, society, governance) full-scene evaluation solution system is shown.

[0033] Figure 2 A flowchart schematically showing an ESG (environment, society, and governance) full-scenario evaluation solution method according to an embodiment of the present application. DETAILED DESCRIPTION

[0034] The method and scheme according to the embodiments of the present application will be described in detail below with reference to the drawings. Obviously, the embodiments described are only a part of the embodiments of the present application, but not all the embodiments. Based on the embodiments of the present application, those skilled in the art can easily understand the advantages and effects of the present application and other advantages and effects from the content disclosed in the present application, and all other embodiments obtained without obvious creative labor and all the technical solutions changed, modified, replaced, and deformed according to the principles of the present application are within the scope of the present application.

[0035] It should be noted that the diagrams provided in the following embodiments only schematically show the basic concept of the present application, and the non-precise proportions and shapes are used in the diagrams to express the basic concept of the present application, and are not used to limit the protection scope of the present application.

[0036] Please refer to FIG. 1, Figure 1 a structural diagram of an ESG (environment, society, and governance) full-scenario evaluation solution system according to an embodiment of the present application is schematically shown:

[0037] The data collection module is configured to collect or input structured and unstructured data related to environment, society, and governance from a plurality of heterogeneous data sources.

[0038] The baseline modeling module is configured to construct a multi-dimensional ESG evaluation index model system based on industry general standards and self-defined standards.

[0039] The scenario adaptation module is configured to dynamically adjust the evaluation model parameters according to the parameters such as the industry, region, and organization form to which the enterprise belongs.

[0040] The project management module is configured to manage the newly added ESG evaluation projects and historical project management.

[0041] The environment management module is configured to manage the evaluation data related to environment, and to optimize the suggestions, risk early warning, and strategy guidance information.

[0042] The society management module is configured to manage the evaluation data related to society, and to optimize the suggestions, risk early warning, and strategy guidance information.

[0043] The governance management module is configured to manage the evaluation data related to governance, and to optimize the suggestions, risk early warning, and strategy guidance information.

[0044] An evaluation analysis module is configured to generate an evaluation result based on the baseline and the data, and generate optimization suggestions, risk warnings and strategy guidance information based on the result;

[0045] A cycle improvement module is configured to perform cycle management between the evaluated party and the analyst until the relevant risk is excluded or the improvement is actively terminated;

[0046] A visualization module is configured to display and download the ESG evaluation result, AI insight in the form of charts, reports, scorecards, dashboards, etc.

[0047] A system management module is configured to perform basic management of the system to ensure safe operation of the system.

[0048] Please refer to Figure 2, Figure 2 A flowchart of an ESG (environment, society, governance) full-scenario evaluation solution method according to an embodiment of the present application is shown:

[0049] Step 1: Raw data collection, obtain ESG related laws, regulations and standards from multiple data sources.

[0050] Step 2: Data standardization, process the raw data, including data cleaning, data learning and conversion to standardized format data;

[0051] Step 3: Baseline modeling, build an evaluation index system covering the three dimensions of environment, society and governance, specify the type and format of each index file or data, and finally form baseline data;

[0052] Step 4: Scene adaptation, adjust the baseline data model parameters and weight settings according to the industry and business of the evaluated party;

[0053] Step 5: Evaluation data upload, the evaluated party collects, organizes and provides data for evaluation according to the baseline model data requirements;

[0054] Step 6: Data distribution, the provided data is automatically distributed to analysts;

[0055] Step 7: Data evaluation, the analyst quantitatively analyzes the received evaluation data and gives opinions, grades, risk suggestions and strategy guidance;

[0056] Step 8: Risk improvement, analyze the results, and automatically return to the evaluated party, which makes targeted improvements according to the analysis results and submits improvement data again, and then executes steps 5, 6, 7 and 8 again until the analyst evaluation meets the standard or the improvement is actively terminated;

[0057] Step 9: Display support: output the comprehensive evaluation result in a visual way;

[0058] Step Ten: Decision support, generation of ESG report and management recommendations, and support for download or in-system review;

[0059] Step Eleven: Archiving of audit results data and process data, as required.

[0060] It should be understood that the foregoing detailed description of the application, rather than limiting the application, is intended to explain and describe the current implementation of the application. Any modifications, equivalents, and alternatives falling within the spirit and scope of the application should be included in the scope of the application. In addition, the appended claims of the application are intended to cover all changes and modifications falling within the scope and boundary of the appended claims or the equivalent forms of such scope and boundary.

Claims

1. A system for ESG (Environmental, Social, and Governance) full-scenario evaluation solutions, characterized by: include: a. Data collection module, used to collect or input structured and unstructured data related to environment, social and governance from multiple heterogeneous data sources; b. Baseline modeling module, used to build a multi-dimensional ESG evaluation indicator model system based on industry common standards and custom standards; c. Scenario adaptation module, used to dynamically adjust evaluation model parameters based on the enterprise's industry, region, organizational structure and other parameters; d. Project management module, used to manage new ESG evaluation projects and historical projects; e. Environmental management module, which manages environment-related evaluation data, optimization suggestions, risk warnings, and strategic guidance information; f. Social management module, which manages social-related evaluation data, optimization suggestions, risk warnings, and strategic guidance information; g. Governance management module, which manages governance-related evaluation data, optimization suggestions, risk warnings, and strategic guidance information; h. Evaluation and analysis module, used to generate evaluation results based on baselines and data, and generate optimization suggestions, risk warnings, and strategic guidance information based on the results; i. Cyclic Improvement Module, used to conduct cyclical management between the evaluated party and the analyst until the relevant risks are eliminated or the improvement is terminated proactively; j. Visualization module, used to display and download ESG evaluation results and AI insights in the form of charts, reports, scorecards, dashboards, etc. k. System management module, used for basic management of the system and to ensure safe operation of the system.

2. The system according to claim 1, wherein: The system further comprises: a The data acquisition module includes an API interface component, a data form acquisition component, a file upload component and a web crawler interface; b The system management module, further comprising an enterprise management module, a user management module, a role management module, a rights management module, an audit management module; c. The evaluation and analysis module supports switching between manual evaluation, AI evaluation, manual weight configuration, and weight training mode based on machine learning algorithms.

3. The system according to claim 1 or 2, characterized in that The system further comprises: a. Regarding the circulation of baseline data, this system supports the creation and distribution of baseline standards, as well as the redistribution of baseline standards from the evaluated party to other evaluated parties after they are updated. It also supports the reverse, step-by-step flow of baseline data. b. Regarding the flow of evaluated data provided by the evaluated party, that is, the evaluated party provides data or documents through the baseline requirements in the system, and the system automatically distributes them to the designated analyst account for analysis and evaluation; c. Regarding the circulation of evaluation data, analysts' opinions, grades, risk recommendations, and strategic guidance can be circulated to the evaluated party and displayed in the evaluated party's environmental, social, and governance management modules for reference and improvement; d. In the cyclic improvement module, cyclically manage a, b, and c in Right 3 to achieve the effect of improving the problem.

4. The system according to claim 1, 2 or 3, characterized in that: The system further comprises: a. Data processing is based on the presentation of basic system visualization data reports and the ability to access large AI models to process and display system data; b. The evaluation data and evaluation process generated in the system can be archived or destroyed according to specified conditions; c. Supports multiple deployment methods: SaaS deployment, private deployment, and separate database private deployment.

5. A method for ESG (environmental, social, and governance) full-scenario evaluation solution, characterized by: The method comprises the following steps: Step 1: Collect raw data, obtaining ESG-related laws, regulations, and standards from multiple data sources; Step 2: Data standardization, processing the original data, including data cleaning, data learning and conversion into standardized format data; Step 3: Baseline modeling: Build an evaluation indicator system covering the three dimensions of environment, society, and governance. Specify the file or data type format for each indicator to ultimately form baseline data. Step 4: Scenario adaptation: adjust the baseline data model parameters and weight settings based on the industry and business of the evaluated party; Step 5: Upload the evaluation data. The evaluated party shall collect, organize and provide the data used for the evaluation according to the baseline model data requirements; Step 6: Data distribution, the provided data is automatically distributed to analysts; Step 7: Data evaluation: Analysts conduct quantitative analysis on the received evaluation data and provide opinions, grades, risk recommendations, and strategic guidance; Step 8: Risk improvement and analysis results are automatically sent back to the evaluated party. The evaluated party makes targeted improvements based on the analysis results and resubmits the improvement data. Steps 5, 6, 7, and 8 are repeated until the analyst's assessment meets the standards or the evaluated party terminates the improvement measures on its own initiative. Step 9: Display support: Output comprehensive evaluation results in a visual way; Step 10: Decision support, generating ESG reports and management recommendations, and supporting downloading or in-system viewing; Step 11: Audit archive, result data and process data shall be archived as required.

6. The method according to claim 5, characterized in that The method further comprises: a. The baseline data can be added, deleted, or modified to form a new baseline standard specific to the evaluated party, meeting the evaluated party's special evaluation needs; b. The evaluation may generate one or more evaluation data, which may be managed as a project within the evaluated party; c. The analyst referred to herein is the evaluator, analyst, or technician designated by the evaluator or the evaluated party.

7. The method according to 5 or 6, characterized in that the method further comprises: It can be distributed to different evaluated parties, and the baseline standards specific to the evaluated parties can also be used by the evaluated parties designated by the evaluator.

Citation Information

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