Cross-system data collaboratively driven workflow full-link approval method and system

Abstract

The invention discloses a cross-system data collaborative driving workflow full-link approval method and system, belongs to the technical field of workflow management, and aims to solve the technical problem of how to realize cross-system data collaborative driving and cover a workflow full-link approval method and process. Comprising the steps that a system architecture composed of a unified workflow engine, data collaboration middleware and a plurality of service systems is built; drawing a cross-system workflow full-link approval flow chart in the unified workflow engine; by means of data collaboration middleware, a collaboration mapping relation of all service systems is established, and data format conversion, extraction and integration operations are automatically executed in process execution; and the unified workflow engine generates a process instance, notifies a service system of a subsequent approval node through the data collaboration middleware, sends an approval task to the corresponding approval node, transmits related data through the data collaboration middleware, notifies related personnel, and records various information in a full-link approval process execution process in real time.

Description

Technical Field

[0001] This invention relates to the field of workflow management technology, specifically to a cross-system data collaboration-driven workflow end-to-end approval method and system. Background Technology

[0002] With the continuous advancement of digital office practices, enterprises widely utilize various business systems with diverse functions, including financial systems, human resources systems, and project management systems. However, these systems operate independently, forming data silos and hindering data sharing and interaction. Take workflow approval processes as an example: a complete business approval process often requires approval at different stages in multiple systems. For instance, a project expense reimbursement process first requires approval from the project manager in the project management system, followed by financial review and payment approval in the financial system.

[0003] Currently, traditional workflow approval methods have significant drawbacks: First, the lack of efficient data collaboration and process coordination mechanisms between systems leads to fragmented approval processes, requiring users to frequently switch between different systems and perform repetitive operations, severely reducing work efficiency; second, it is difficult to uniformly monitor and manage cross-system approval processes, making it impossible to promptly control approval progress and handle abnormal situations; third, the significant differences in approval rules and permission settings across systems increase the complexity of process management and raise the risk of errors.

[0004] How to achieve cross-system data collaboration-driven approval methods and processes that cover the entire workflow is a technical problem that needs to be solved. Summary of the Invention

[0005] The technical objective of this invention is to address the above-mentioned shortcomings by providing a cross-system data collaborative driving workflow full-link approval method and system, thereby solving the technical problem of how to achieve cross-system data collaborative driving and cover the entire workflow approval method and process.

[0006] In a first aspect, the present invention provides a cross-system data collaboration-driven workflow end-to-end approval method, comprising the following steps:

[0007] System architecture construction: Build a system architecture consisting of a unified workflow engine, data collaboration middleware, and multiple business systems;

[0008] End-to-end process definition: Within the unified workflow engine, a cross-system workflow end-to-end approval process diagram is drawn based on a visual process design tool. The workflow end-to-end approval process diagram clarifies the business system, approvers, approval conditions, and operation permissions corresponding to each approval node. Each approval node is assigned a unique identifier and status information, and data collaboration rules are set.

[0009] Data coordination mapping and conversion: with the help of data coordination middleware, the coordination mapping relationship between the data fields of each business system and the data model of the unified workflow engine is established, and data format conversion, extraction and integration operations are automatically performed in the process execution;

[0010] Process trigger start: the user triggers the workflow approval process request in any business system, the related business system sends the workflow approval process request and related data to the unified workflow engine, and the unified workflow engine generates a process instance and notifies the business system of the subsequent approval node through the data coordination middleware;

[0011] Full-link approval process execution: the unified workflow engine sends the approval task to the corresponding approval node in sequence according to the order defined by the workflow full-link approval process diagram, the approval personnel receives the approval task through the business system and performs the approval operation, and the approval result and related opinions are fed back to the unified workflow engine, the unified workflow engine advances or returns the process according to the approval result and related opinions feedback, and transmits the related data and notifies the related personnel through the data coordination middleware;

[0012] Full-link process monitoring and management: the unified workflow engine records various information in the full-link approval process execution process in real time, generates process execution logs, and provides process execution log viewing;

[0013] Process end and data archiving: after the completion of the workflow full-link approval process, the workflow engine marks the process state of the process instance as completed, sends the workflow full-link approval process related data to each business system through the data coordination middleware to update the archive, and archives and stores the process execution log locally.

[0014] As preferred, the unified workflow engine supports dynamic self-defined approval rules, including conditional approval rules based on data thresholds, parallel approval rules, and intelligent approval rules based on data association relationships.

[0015] As preferred, the data coordination middleware adopts a distributed data processing method to establish the coordination mapping relationship between the data fields of each business system and the data model of the unified workflow engine, and automatically performs data format conversion, extraction and integration operations in the process execution.

[0016] As preferred, the visual process design tool has an intelligent recommendation service, which recommends similar workflow full-link approval process templates to users based on historical workflow full-link approval processes and business characteristics.

[0017] In a second aspect, the application discloses a workflow full-link approval system based on cross-system data cooperation driving, which comprises a unified workflow engine, a data cooperation middleware, a user interaction module, and a plurality of business systems, the unified workflow engine, the data cooperation middleware, and each business system interact with users through the user interaction module.

[0018] The unified workflow engine cooperates with the user interaction module to draw a cross-system workflow full-link approval flowchart based on a visual process design tool, to clearly indicate the business systems, the approval personnel, the approval conditions, and the operation permissions of each approval node through the workflow full-link approval flowchart, to assign a unique identifier and state information to each approval node, and to set data cooperation rules.

[0019] The data cooperation middleware cooperates with the user interaction module to establish a cooperation mapping relationship between the data fields of each business system and the data model of the unified workflow engine, to automatically perform data format conversion, extraction, and integration operations during process execution.

[0020] The business system cooperates with the user interaction module to support a user to trigger a workflow approval process request, to send the workflow approval process request and related data to the unified workflow engine, and correspondingly, the unified workflow engine is configured to generate a process instance and notify the business system of a subsequent approval node through the data cooperation middleware.

[0021] Correspondingly, the unified workflow engine is configured to sequentially send an approval task to a corresponding approval node according to the order defined in the workflow full-link approval flowchart, and correspondingly, the business system is configured to support an approval personnel to receive the approval task and perform an approval operation, and to feed back the approval result and related opinions to the unified workflow engine.

[0022] Correspondingly, the unified workflow engine is configured to perform the following operations:

[0023] According to the approval result and related opinions, the process is advanced or returned, and related data is transmitted through the data cooperation middleware and relevant personnel are notified;

[0024] All kinds of information in the execution process of the full-link approval process are recorded in real time, process execution logs are generated, and the process execution logs are provided for viewing;

[0025] After the completion of the workflow full-link approval process, the process state of the process instance is marked as completed, the workflow full-link approval process related data is sent to each business system through the data cooperation middleware to update the archive, and the process execution logs are archived and stored locally.

[0026] As a preferred embodiment, the unified workflow engine supports dynamic and customized approval rules, including condition approval rules based on data thresholds, parallel approval rules, and intelligent approval rules based on data association relationships.

[0027] As preferred, the data collaboration middleware adopts a distributed data processing mode to establish a collaborative mapping relationship between the data fields of each business system and the data model of the unified workflow engine, and automatically performs data format conversion, extraction and integration operations in process execution.

[0028] As preferred, the visual process design tool has an intelligent recommendation service, and based on the intelligent recommendation service, similar workflow full-link approval process templates are recommended for users according to historical workflow full-link approval processes and business characteristics.

[0029] The workflow full-link approval method and system based on cross-system data collaboration driving of the application have the following advantages:

[0030] 1. Significantly improve the approval efficiency: Through data collaboration driving and the unified workflow engine, seamless connection and efficient collaboration of cross-system processes are realized, users do not need to repeat operations between multiple systems, greatly shortening the approval time and significantly improving the work efficiency;

[0031] 2. Strengthen the full-link management capability: Management personnel can monitor and manage the workflow full-link approval process through the workflow engine, real-time master the process progress, data collaboration situation and abnormal conditions, and timely handle problems, improve the accuracy and timeliness of process management;

[0032] 3. Reduce the operation complexity and risk: The unified data collaboration mechanism and process definition make the approval rules and permission settings of different systems more uniform and standardized, reduce human operation errors, and effectively reduce the complexity and error risk of process management;

[0033] 4. Ensure data security and efficiency: The data collaboration middleware adopts multiple data security technologies and efficient processing mechanisms, which not only ensures the security of sensitive data in the transmission process, but also improves the data processing and interaction efficiency, and protects enterprise data assets;

[0034] 5. High flexibility and scalability: The unified workflow engine supports dynamic definition of approval rules and visual process design, the data collaboration middleware can adapt to different system data formats and interaction requirements, users can quickly adjust and extend the workflow full-link process according to business changes, and meet the diversified and dynamic business needs of enterprises. BRIEF DESCRIPTION OF DRAWINGS

[0035] In order to more clearly illustrate the technical solutions in the embodiments of the application, the drawings needed to be used in the embodiments or prior art description will be briefly introduced. Obviously, the drawings in the following description are only some embodiments of the application, and other drawings can be obtained by those skilled in the art without creative labor.

[0036] The application will be further described below in connection with the drawings.

[0037] Figure 1 Figure 1 is a cross-system data collaborative driving workflow full-link approval architecture diagram of an embodiment 1 cross-system data collaborative driving workflow full-link approval method. DETAILED DESCRIPTION

[0038] The application will be further described below in connection with the drawings and specific embodiments, so that those skilled in the art can better understand the application and implement it, but the embodiments are not limiting to the application, and the technical features in the embodiments and the embodiments can be combined with each other without conflict.

[0039] The embodiment of the application provides a cross-system data collaborative driving workflow full-link approval method and system, which is used for solving the technical problem of how to realize cross-system data collaborative driving and cover the approval method and process of the workflow full link.

[0040] Embodiment 1:

[0041] The cross-system data collaborative driving workflow full-link approval method provided by the application comprises seven steps of system architecture construction, full-link process definition, data collaborative mapping and conversion, process triggering and starting, full-link approval process execution, full-link process monitoring and management, and process end and data archiving.

[0042] Step S100 system architecture construction: building a system architecture composed of a unified workflow engine, data collaborative middleware and a plurality of business systems.

[0043] The system architecture composed of the unified workflow engine, the data collaborative middleware and the plurality of business systems is built through the step S100. The unified workflow engine serves as a core control hub and undertakes the definition, management and execution of the workflow process; the data collaborative middleware is responsible for realizing the bidirectional transmission, format conversion and collaborative processing of data between the workflow engine and each business system; and each business system serves as a main body of actual business operation and data storage.

[0044] Step S200 full-link process definition: in the unified workflow engine, a cross-system workflow full-link approval flowchart is drawn based on a visual process design tool, the business system, the approval personnel, the approval condition and the operation permission corresponding to each approval node are determined through the workflow full-link approval flowchart, a unique identifier and state information are given to each approval node, and a data collaborative rule is set.

[0045] In this embodiment, the unified workflow engine supports dynamic self-defined approval rules, including conditional approval rules based on data threshold, parallel approval rules, and intelligent approval rules based on data association.

[0046] The visual process design tool has an intelligent recommendation service. Based on the intelligent recommendation service, similar workflow full-link approval process templates are recommended for users according to historical workflow full-link approval processes and business characteristics.

[0047] In this step, a visual process design tool is used in the unified workflow engine to draw a cross-system workflow full-link approval process diagram according to business requirements. The business system, approval personnel, approval conditions, and operation permissions corresponding to each approval node are determined, and each approval node is assigned a unique identifier and state information to facilitate accurate tracking and management of the full-link process. In addition, data collaboration rules are set for the full-link process to determine the data interaction mode between nodes.

[0048] Step S300: Data collaboration mapping and conversion: With the help of data collaboration middleware, a collaborative mapping relationship is established between the data fields of each business system and the data model of the unified workflow engine, and data format conversion, extraction, and integration operations are automatically performed during process execution.

[0049] In this embodiment, the data collaboration middleware uses a distributed data processing method to establish a collaborative mapping relationship between the data fields of each business system and the data model of the unified workflow engine, and automatically performs data format conversion, extraction, and integration operations during process execution.

[0050] This step establishes a collaborative mapping relationship between the data fields of each business system and the data model of the workflow engine with the help of data collaboration middleware. During process execution, when the workflow engine initiates a data interaction request, the data collaboration middleware automatically performs data format conversion, extraction, and integration operations based on the mapping relationship to ensure that data between different business systems can be accurately and timely collaborated and interacted. In addition, data encryption, integrity verification, and other technical means are used to ensure the security and accuracy of data during the collaboration and interaction process.

[0051] Step S400: Process trigger start: The user triggers a workflow approval process request in any business system, and the relevant business system sends the workflow approval process request and related data to the unified workflow engine, which generates a process instance and notifies the business systems of the subsequent approval nodes through the data collaboration middleware.

[0052] In this step, the user triggers the workflow approval process in any business system, which sends the process initiation request and related data to the unified workflow engine. After receiving the request, the workflow engine generates an initial process instance according to the pre-defined full-link process rules, and passes the relevant information of the process instance to the data collaboration middleware, which notifies the business systems where the subsequent approval nodes are located to prepare for data reception and approval.

[0053] Step S500: Full-link approval process execution: The unified workflow engine sends the approval tasks to the corresponding approval nodes in sequence according to the order defined in the full-link approval process diagram. The approval personnel receive the approval tasks and perform the approval operations through their business systems, and feed back the approval results and related opinions to the unified workflow engine. The unified workflow engine advances or returns the process according to the feedback of the approval results and related opinions, and transmits the relevant data through the data collaboration middleware and notifies the relevant personnel.

[0054] The workflow engine sends the approval tasks to the corresponding approval nodes in sequence according to the order defined in the full-link process. After receiving the approval tasks in their business systems, the approval personnel perform the approval operations and feed back the approval results (pass or reject) and related opinions to the workflow engine. The workflow engine determines the process direction according to the approval results: if the approval is passed, it advances the process to the next approval node in combination with the data collaboration rules and synchronously transmits the relevant data; if the approval is rejected, it returns the process to the specified node or terminates the process according to the pre-set rejection handling rules, and notifies the relevant personnel through the data collaboration middleware.

[0055] Step S600: Full-link process monitoring and management: The unified workflow engine records various information during the execution of the full-link approval process in real time, generates process execution logs, and provides viewing of the process execution logs.

[0056] The unified workflow engine records various information during the execution of the full-link process in real time, including approval time, approval personnel, approval result, data interaction, etc., and generates detailed process execution logs. Through the monitoring interface provided by the workflow engine, the management personnel can real-time view the progress, status, abnormal conditions and data collaboration of all cross-system workflow full-link approval processes. For abnormal processes, the management personnel can manually intervene, such as adjusting the approval nodes, reassigning the approval tasks, optimizing the data collaboration path, etc.

[0057] Step S700: Process completion and data archiving: After the completion of the workflow full-link approval process, the workflow engine marks the process status of the process instance as completed, sends the relevant data of the workflow full-link approval process to each business system through the data collaboration middleware to update and archive, and archives and stores the process execution logs locally.

[0058] Once the entire workflow approval process is completed, the workflow engine marks the final status of the process instance as "completed" and sends the relevant process data to various business systems via data collaboration middleware for data updates and archiving. Simultaneously, the workflow engine itself archives and stores information such as process execution logs for subsequent querying, auditing, and process optimization analysis.

[0059] The method in this embodiment achieves efficient data interaction and close process collaboration between different systems by constructing a unified data collaboration mechanism and workflow engine, thereby improving workflow approval efficiency and management level, reducing operational complexity and error risk, and achieving smooth approval and control of the entire workflow chain.

[0060] Example 2:

[0061] This invention discloses a full-link approval system for workflow driven by cross-system data collaboration, comprising a unified workflow engine, data collaboration middleware, user interaction module, and multiple business systems. The unified workflow engine, data collaboration middleware, and each business system interact with the user through the user interaction module.

[0062] The unified workflow engine, in conjunction with the user interaction module, is used to create cross-system workflow approval flowcharts based on a visual workflow design tool. These flowcharts clearly define the business system, approvers, approval conditions, and operational permissions for each approval node. Each node is assigned a unique identifier and status information, and data collaboration rules are set. As a concrete implementation, the visual workflow design tool features an intelligent recommendation service. Based on historical workflow approval processes and business characteristics, this service recommends similar workflow approval templates to users.

[0063] The data collaboration middleware works in conjunction with the user interaction module to establish collaborative mapping relationships between data fields of various business systems and the unified workflow engine data model, automatically performing data format conversion, extraction, and integration operations during process execution. Specifically, the data collaboration middleware employs a distributed data processing approach to establish collaborative mapping relationships between data fields of various business systems and the unified workflow engine data model, automatically performing data format conversion, extraction, and integration operations during process execution.

[0064] The business system works in conjunction with the user interaction module to support users in triggering workflow approval process requests, sending the workflow approval process requests and related data to the unified workflow engine; correspondingly, the unified workflow engine is used to generate process instances and notify the business system of subsequent approval nodes through data collaboration middleware.

[0065] Correspondingly, the unified workflow engine is configured to send the approval tasks to the corresponding approval nodes in sequence according to the order defined by the workflow full-link approval flowchart; and correspondingly, the business system is configured to support the approval personnel to receive the approval tasks and perform the approval operations, and feed back the approval results and related opinions to the unified workflow engine.

[0066] Correspondingly, the unified workflow engine is configured to perform the following:

[0067] (1) According to the approval results and related opinions, the process is promoted or returned, and the related data is transmitted through the data collaboration middleware and the related personnel are notified;

[0068] (2) Real-time record various information in the execution process of the full-link approval flow, generate the process execution log, and provide the viewing of the process execution log;

[0069] (3) After the completion of the workflow full-link approval flow, the process state of the process instance is marked as completed, the related data of the workflow full-link approval flow is sent to each business system through the data collaboration middleware to update the archive, and the process execution log is archived and stored locally.

[0070] The unified workflow engine supports dynamic self-defined approval rules, including conditional approval rules based on data threshold, parallel approval rules, and intelligent approval rules based on data association.

[0071] In this system, the unified workflow engine module is configured to realize the definition, management and execution of the workflow full-link flow, the setting and adjustment of the approval rules, and the monitoring and exception handling of the full-link flow; the data collaboration middleware module is responsible for realizing the data collaboration interaction, format conversion, security guarantee and processing optimization between the business systems and the workflow engine, and ensuring the efficient collaborative transmission of data across systems; the plurality of business system modules are configured to realize the actual business operation and data storage, and perform data communication and collaboration with the unified workflow engine and the data collaboration middleware; and the user interaction module provides a visual interactive interface for the user to design, approve and monitor the full-link flow, facilitating the user to define, approve and manage the flow.

[0072] The above describes in detail the cross-system data collaboration driven workflow full-link approval method and system provided by the present application, and the principle and implementation mode of the present application are described by applying specific examples; the above description of the embodiments is only used to help understand the method and its core idea of the present application; meanwhile, for those skilled in the art, according to the idea of the present application, the specific implementation mode and application range will be changed; in summary, the content of the specification should not be understood as a limitation of the present application.

Claims

1. A cross-system data collaborative driving workflow full-link approval method, characterized in that, Comprising the following steps: System architecture construction: building a system architecture composed of a unified workflow engine, data collaboration middleware, and multiple business systems; Full-link process definition: in the unified workflow engine, drawing a cross-system workflow full-link approval process diagram based on a visual process design tool, specifying the business system, approval personnel, approval conditions, and operation permissions of each approval node through the workflow full-link approval process diagram, assigning a unique identifier and state information to each approval node, and setting data collaboration rules; Data collaboration mapping and conversion: establishing a collaboration mapping relationship between the data fields of each business system and the data model of the unified workflow engine with the help of data collaboration middleware, and automatically performing data format conversion, extraction, and integration operations during process execution; Process triggering and starting: the user triggers a workflow approval process request in any business system, the relevant business system sends the workflow approval process request and related data to the unified workflow engine, the unified workflow engine generates a process instance and notifies the business systems of the subsequent approval nodes through the data collaboration middleware; Full-link approval process execution: the unified workflow engine sends approval tasks to the corresponding approval nodes in sequence according to the order defined in the workflow full-link approval process diagram, the approval personnel receive the approval tasks through the business system and perform the approval operation, and the approval results and related opinions are fed back to the unified workflow engine, which advances or returns the process according to the approval results and related opinions, and transmits related data and notifies relevant personnel through the data collaboration middleware; Full-link process monitoring and management: the unified workflow engine records various information during the execution of the full-link approval process, generates process execution logs, and provides a view of the process execution logs; Process end and data archiving: after the completion of the workflow full-link approval process, the workflow engine marks the process state of the process instance as completed, sends the workflow full-link approval process related data to each business system through the data collaboration middleware to update and archive, and archives the process execution logs locally.

2. The cross-system data collaborative driven workflow whole-link approval method according to claim 1, characterized in that, The unified workflow engine supports dynamic and self-defined approval rules, including conditional approval rules based on data thresholds, parallel approval rules, and intelligent approval rules based on data association relationships.

3. The cross-system data collaborative driven workflow whole-link approval method according to claim 1, characterized in that, The data collaboration middleware adopts a distributed data processing method to establish a collaboration mapping relationship between the data fields of each business system and the data model of the unified workflow engine, and automatically performs data format conversion, extraction, and integration operations during process execution.

4. The cross-system data collaborative driven workflow whole-link approval method according to claim 1, characterized in that, The visual process design tool has an intelligent recommendation service, which recommends similar workflow full-link approval process templates to users based on historical workflow full-link approval processes and business characteristics.

5. A workflow full-link approval system based on cross-system data collaborative driving, characterized in that, The system includes a unified workflow engine, data collaboration middleware, user interaction module, and multiple business systems, the unified workflow engine, data collaboration middleware, and each business system interact with the user through the user interaction module; The unified workflow engine cooperates with the user interaction module to draw a cross-system workflow full-link approval flowchart based on a visual flowchart design tool, to clearly define the business system, approval personnel, approval conditions and operation permissions corresponding to each approval node through the workflow full-link approval flowchart, to assign a unique identifier and state information to each approval node, and to set data collaboration rules; The data collaboration middleware cooperates with the user interaction module to establish a collaborative mapping relationship between the data fields of each business system and the data model of the unified workflow engine, and to automatically perform data format conversion, extraction and integration operations during flowchart execution. The business system cooperates with the user interaction module to support user triggering of a workflow approval flowchart request, and to send the workflow approval flowchart request and related data to the unified workflow engine; correspondingly, the unified workflow engine is configured to generate a flowchart instance and notify the business system of the subsequent approval node through the data collaboration middleware; Correspondingly, the unified workflow engine is configured to sequentially send the approval task to the corresponding approval node according to the order defined in the workflow full-link approval flowchart; correspondingly, the business system is configured to support the approval personnel to receive the approval task and perform the approval operation, and to feed back the approval result and related opinions to the unified workflow engine; Correspondingly, the unified workflow engine is configured to perform the following: According to the approval result and related opinions, the flowchart is advanced or returned, and the related data is transmitted through the data collaboration middleware and the relevant personnel are notified; Real-time recording of various information during full-link approval flowchart execution, generation of flowchart execution logs, and provision of flowchart execution log viewing; After the completion of the workflow full-link approval flowchart, the flowchart state of the flowchart instance is marked as completed, the workflow full-link approval flowchart related data is sent to each business system through the data collaboration middleware to update the archive, and the flowchart execution logs are archived and stored locally. 6.The cross-system data collaboration driven workflow whole-link approval system according to claim 5, characterized in that, The unified workflow engine supports dynamic and self-defined approval rules, including condition-based approval rules based on data thresholds, parallel approval rules, and intelligent approval rules based on data association relationships.

7. The cross-system data collaboration-driven workflow whole-link approval system according to claim 5, characterized in that, The data collaboration middleware adopts a distributed data processing method to establish a collaborative mapping relationship between the data fields of each business system and the data model of the unified workflow engine, and to automatically perform data format conversion, extraction and integration operations during flowchart execution. 8.The cross-system data collaboration driven workflow whole-link approval system according to claim 5, characterized in that, The visual flowchart design tool has an intelligent recommendation service, and based on the intelligent recommendation service, similar workflow full-link approval flowchart templates are recommended for users according to historical workflow full-link approval flowcharts and business characteristics.

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