File generation splitting method and system based on general template
By using a file generation and splitting method based on a general template, the original template indicators are transformed into variables and combined with data validation labels for file splitting. This solves the problems of long template development cycles and difficult adaptation in the pension investment application system, and achieves efficient and secure file generation and splitting.
Patent Information
- Application Number
- CN202511004784.X
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-07-21
- Publication Date
- 2025-11-14
AI Technical Summary
The existing pension investment application system suffers from long template development cycles, difficulty in adaptation, poor flexibility in adjustment, and unmet data security and structured storage requirements, resulting in low efficiency and high security risks.
A file generation and splitting method based on a general template is adopted. The original template indicators are transformed into variables by preset macro variables, and the files are split by combining data verification tags and preset business rules, so as to achieve code-free adjustment and customized generation.
It achieves high template reusability and rapid coverage, reduces personnel and resource costs, improves application efficiency, and meets data security and structured storage requirements.
Smart Images
Figure CN120950463A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the field of document automation and data integration technology, and in particular to a method and system for generating and splitting files based on a universal template. Background Technology
[0002] The current pension investment application system is increasingly facing a contradiction between process complexity and business needs. This process involves collaboration among multiple stakeholders, including compliance, investment, pension funds, and trustees. Traditional offline communication methods, such as phone calls and emails, and the mechanism of submission after multi-party confirmation by the pension department, are no longer adequate for modern business development. Firstly, the highly customized and dynamically changing nature of trustee templates has become a core bottleneck restricting efficiency. Each trustee institution has its own template for different application types (such as investment registration and quota adjustments), and the template rules and field requirements change frequently. The source files generated by the investment side need to be manually split and reassembled by the pension fund side against each trustee template, resulting in low efficiency, long processing times for each application, and a high error rate, easily leading to data errors and business delays. Secondly, the existing system has significant deficiencies in adaptability and flexibility. Adapting to each trustee template using traditional development methods requires designing forms and writing code separately for each template, resulting in long development cycles for individual templates. Furthermore, once a template is updated, the code needs to be modified again, making it difficult to quickly respond to business changes and causing a disconnect between the system and business requirements.
[0003] Furthermore, data security and structured storage requirements also face significant challenges. Pension fund investment operations involve a large amount of sensitive information, including client accounts and investment portfolios, which require structured storage to support subsequent analysis and auditing. However, traditional systems lack robust data classification protection and access control mechanisms, making it difficult to meet the stringent data security requirements of the business. In summary, the existing pension fund investment application process and system suffer from problems such as difficulty in template adaptation, high labor costs, poor system flexibility, and data security risks. There is an urgent need to optimize processes and upgrade systems through technological means to improve business processing efficiency and compliance management. Summary of the Invention
[0004] This invention provides a file generation and splitting method and system based on a universal template, which can solve the technical problems in the prior art that require a lot of customized development for each application template, resulting in long template development cycle, difficulty in adaptation, and poor adjustment flexibility. It realizes customized generation and splitting of entrusted templates and code-free adjustment.
[0005] This invention provides a file generation and splitting method based on a universal template, comprising:
[0006] Obtain the original template indicators, and perform variable transformation on the original template indicators based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables;
[0007] Determine the target splitting region in the preset initial template, and set data verification labels based on the preset data verification method and the target splitting region;
[0008] A general trustee template is obtained based on the original indicator variables, data verification labels, and preset initial template;
[0009] Obtain client business metrics, and obtain input metric results based on client business metrics and preset file metric data retrieval logic. Then, obtain client-edited files based on input metric results, general entrusted templates, and preset fill rules.
[0010] The system obtains a general edit file based on the client-side edit file and the preset splitting indicator data retrieval logic, and obtains several target files based on the general edit file, data verification tags, and preset business splitting rules.
[0011] This invention provides a file generation and splitting method based on a universal template. It transforms original template indicators into variables through preset macro variables, allowing for replacement and filling of these variables according to data retrieval logic during subsequent file processing. For example, when the client inputs data, the preset file indicator data retrieval logic converts client business indicators into variables, thus eliminating the need for code editing when template content changes. Furthermore, different templates share indicators and can reuse data retrieval logic, resulting in higher template reusability. Simultaneously, by identifying the target splitting area and setting data verification tags, the method combines these tags with preset business splitting rules to split the file during the splitting process, obtaining several target files with different requirements. Only one file needs to be filled out by the client to generate different files according to the customized requirements, ensuring rapid and comprehensive coverage of different content in the entrusted template. This solves the technical problems of existing technologies that require extensive customized development for each application template, leading to long development cycles, difficulty in adaptation, and poor adjustment flexibility. It achieves customized generation and splitting of entrusted templates and code-free adjustments.
[0012] Furthermore, the original template indicators are obtained, and the original template indicators are transformed based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables, including: obtaining the original template indicators, obtaining composite indicators and corresponding positions of indicators based on preset composite methods and original template indicators; and obtaining the original indicator variables based on composite indicators, preset macro variables, corresponding positions of indicators and preset indicator maintenance data retrieval logic.
[0013] In the above scheme, the original template indicators are combined according to the preset composite method, and ordinary indicators are connected to form composite indicators. This enables the integration of indicators from multiple data sources across databases and meets the filling and transformation requirements of preset macro variables. It can provide configuration services for different data sources for the general template creation process.
[0014] Furthermore, the process involves acquiring client-side business metrics, obtaining input metric results based on client-side business metrics and preset file metric retrieval logic, and then acquiring client-side edit files based on the input metric results, a general entrusted template, and preset fill rules. This includes: acquiring client-side business metrics; obtaining input metric results and corresponding fill positions based on client-side business metrics and preset file metric retrieval logic; filling the input metric results into the corresponding fill positions in the general entrusted template to obtain a fill file; acquiring matching fill data based on preset macro variables, preset data validation methods, and the fill file; and acquiring a target template file based on the matching fill data and preset fill rules, thereby acquiring the client-side edit file based on the target template file.
[0015] In the above solution, the generated general entrusted template automatically obtains and populates client business indicators, avoiding the risk of accidental operations such as copying and pasting data, downloading files, filling them out, and then uploading them, thus greatly improving the efficiency of initiating applications.
[0016] Furthermore, it also includes: obtaining online editing links based on target template files and preset online editing components, and obtaining client-side edit files based on online editing links.
[0017] In the above solution, to avoid the risk of misoperation caused by manually downloading, editing, and uploading to the system, an online editing component is introduced to enable the system to edit online, allowing the client to edit and fill in information online, and also to edit and confirm multiple times.
[0018] Furthermore, a general edit file is obtained based on the client-side edit file and the preset splitting indicator data retrieval logic. Several target files are then obtained based on the general edit file, data verification labels, and preset business splitting rules. This includes: obtaining the generated indicator results and corresponding positions based on the preset splitting indicator data retrieval logic and the client-side edit file; obtaining the general edit file based on the generated indicator results and corresponding positions; obtaining the current data verification area and current data verification label based on the general edit file and the current splitting data; and splitting the data according to the preset business splitting rules based on the general edit file, the current data verification area, and the current data verification label to obtain several target files.
[0019] In the above solution, the files generated above are processed and divided according to the preset splitting index data retrieval logic and data verification. One or more of the processed files are then regenerated to obtain split files that do not contain data verification tags. This allows for the generation of different files according to the entrusted customization requirements and uploading them to the business platform for business personnel to use.
[0020] This invention provides a file generation and splitting method based on a universal template. The core idea is to first convert the original template indicators into variables using preset macro variables, then replace and fill the variables according to preset data retrieval logic, and finally split the file according to preset business rules in conjunction with a data verification area. Thus, with only the necessary input parameters selected, only one file needs to be filled out to generate different files according to customized requirements. By generating a universal template, file processing is decoupled from the overall system workflow, eliminating the need for extensive customized development for each application template, resulting in high reusability. Indicators shared by different templates can reuse data retrieval logic. Addressing the frequent template adjustments required by clients, template adjustments can be made with zero code, without production deployment, and can respond to business needs at any time. This enables rapid coverage of entrusted templates and effectively reduces personnel and resource costs.
[0021] This invention also provides a file generation and splitting system based on a universal template, used to implement the above-mentioned file generation and splitting method based on a universal template, comprising:
[0022] The indicator transformation module is used to obtain the original template indicators, and transform the original template indicators based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables.
[0023] The template creation module is used to determine the target splitting region in the preset initial template, and to set data verification labels based on the preset data verification method and the target splitting region; and to obtain a general entrusted template based on the original indicator variables, data verification labels and the preset initial template.
[0024] The file generation module is used to obtain client business metrics, obtain input metric results based on client business metrics and preset file metric data retrieval logic, and obtain client-edited files based on input metric results, general entrusted templates and preset filling rules.
[0025] The file splitting module is used to obtain a general editable file based on the client-side editable file and the preset splitting indicator data retrieval logic, and to obtain several target files based on the general editable file, data verification tags, and preset business splitting rules.
[0026] This invention provides a file generation and splitting method based on a universal template. Through an indicator transformation module, preset macro variables are used to convert original template indicators into variables. These variables are then replaced and filled according to data retrieval logic during subsequent file processing. For example, when the client inputs data, the preset file indicator data retrieval logic is used to convert client business indicators into variables. This eliminates the need for code editing when the template content changes. Furthermore, different templates share indicators and can reuse data retrieval logic, resulting in higher template reusability. Simultaneously, a template creation module identifies the target splitting area and sets data verification tags. During file splitting in the file splitting module, the data verification tags are combined with preset business splitting rules to split the file, resulting in several target files for different needs. Only one file needs to be filled out by the client to generate different files according to the customized requirements, ensuring rapid and comprehensive coverage of different content in the entrusted template. This solves the technical problems of existing technologies that require extensive customized development for each application template, leading to long template development cycles, difficulty in adaptation, and poor adjustment flexibility. It achieves customized generation and splitting of entrusted templates and code-free adjustments.
[0027] Furthermore, the indicator transformation module includes: a composite submodule, used to obtain the original template indicator, and obtain the composite indicator and the corresponding position of the indicator based on the preset composite method and the original template indicator; and a data retrieval and maintenance submodule, used to obtain the original indicator variable based on the composite indicator, the preset macro variable, the corresponding position of the indicator, and the preset indicator maintenance data retrieval logic.
[0028] In the above scheme, the original template indicators are combined according to the preset combination method through the composite submodule, and ordinary indicators are connected and processed into composite indicators to realize the integration of indicators across multiple data sources and meet the filling and transformation requirements of preset macro variables. It can provide configuration services for different data sources for the general template creation process.
[0029] Furthermore, the file generation module includes: a filling submodule, used to obtain client business metrics, obtain input metric results and corresponding filling positions based on client business metrics and preset file metric data retrieval logic, and fill the input metric results into the corresponding filling positions in the general entrusted template to obtain a filled file; a matching submodule, used to obtain matching filling data based on preset macro variables, preset data validation methods and the filled file; and a generation submodule, used to obtain a target template file based on the matching filling data and preset filling rules, and obtain a client-side editable file based on the target template file.
[0030] In the above solution, the fill submodule automatically obtains and fills client business indicators through the generated general entrusted template, and uses the matching submodule to perform data matching. Finally, the generation submodule fills and replaces the indicator data, avoiding the risk of accidental operation of copying and pasting data, downloading files, filling them out, and then uploading them, which greatly improves the efficiency of initiating applications.
[0031] Furthermore, the file generation module also includes an online editing submodule, which is used to obtain an online editing link based on the target template file and preset online editing components, and then obtain the client-side editable file based on the online editing link.
[0032] In the above solution, to avoid the risk of misoperation caused by manually downloading, editing, and uploading to the system, an online editing component is introduced through the online editing submodule to realize the system's online editing function, so that the client can edit and fill in the information online, and can also edit and confirm multiple times.
[0033] Furthermore, the file splitting module includes: a splitting data retrieval submodule, used to obtain the generated indicator results and corresponding positions based on the preset splitting indicator data retrieval logic and the client-edited file; a file processing submodule, used to obtain the general editable file based on the generated indicator results and corresponding positions; a splitting verification submodule, used to obtain the current data verification area and current data verification label based on the general editable file and the current splitting data; and a splitting processing submodule, used to split the file according to the preset business splitting rules based on the general editable file, the current data verification area, and the current data verification label to obtain several target files.
[0034] In the above solution, the file splitting module processes and divides the previously generated files according to the preset splitting index data retrieval logic and data verification. The processed files are then regenerated into one or more copies, resulting in split files that do not contain data verification tags. This allows for the generation of different files according to customized requirements and their uploading to the business platform for use by business personnel.
[0035] This invention provides a file generation and splitting system based on a universal template. The core idea is to first transform the original template indicators into variables using preset macro variables through an indicator transformation module. Then, a template creation module replaces and fills the variables according to preset data retrieval logic. Finally, a file splitting module, combined with a data verification area, splits the file according to preset business rules. Thus, with only the necessary input parameters selected, only one file needs to be filled out to generate different files according to customized requirements. By generating a universal template, file processing is decoupled from the overall system workflow, eliminating the need for extensive customized development for each application template. This results in high reusability, and the data retrieval logic can be reused for indicators shared by different templates. Addressing the frequent template adjustments required by clients, the system allows for zero-code template adjustments without production deployment, responding to business needs at any time. It also enables rapid coverage of entrusted templates and effectively reduces personnel and resource costs. Attached Figure Description
[0036] To more clearly illustrate the technical solution of this application, the drawings used in the embodiments will be briefly introduced below. Obviously, the drawings described below are only some embodiments of this application. For those skilled in the art, other drawings can be obtained from these drawings without creative effort.
[0037] Figure 1 This is a schematic diagram of a file generation and splitting method based on a general template provided in this embodiment;
[0038] Figure 2 This is a schematic diagram of the application process of a file generation and splitting method based on a general template provided in this embodiment. Detailed Implementation
[0039] To make the objectives, technical solutions, and advantages of this application clearer, the technical solutions of this application will be clearly and completely described below with reference to the accompanying drawings of the embodiments. Obviously, the described embodiments are only some embodiments of this application, not all embodiments. Based on the embodiments of this application, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of this application.
[0040] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this application pertains; the terminology used herein is for the purpose of describing particular embodiments only and is not intended to limit the application; the terms “comprising” and “having”, and any variations thereof, in the specification, claims, and foregoing description of the drawings are intended to cover non-exclusive inclusion.
[0041] In the description of the embodiments of this application, technical terms such as "first" and "second" are used only to distinguish different objects and should not be construed as indicating or implying relative importance or implicitly specifying the number, specific order, or primary and secondary relationship of the indicated technical features. In the description of the embodiments of this application, "multiple" means two or more, unless otherwise explicitly defined.
[0042] In this document, the term "embodiment" means that a particular feature, structure, or characteristic described in connection with an embodiment may be included in at least one embodiment of this application. The appearance of this phrase in various places throughout the specification does not necessarily refer to the same embodiment, nor is it a separate or alternative embodiment mutually exclusive with other embodiments. It will be explicitly and implicitly understood by those skilled in the art that the embodiments described herein can be combined with other embodiments.
[0043] In the description of the embodiments in this application, the term "and / or" is merely a description of the relationship between related objects, indicating that three relationships can exist. For example, A and / or B can represent: A existing alone, A and B existing simultaneously, and B existing alone. Additionally, the character " / " in this document generally indicates that the preceding and following related objects have an "or" relationship.
[0044] In the description of the embodiments of this application, the term "multiple" refers to two or more (including two), similarly, "multiple sets" refers to two or more (including two sets), and "multiple pieces" refers to two or more (including two pieces).
[0045] In the description of the embodiments of this application, unless otherwise expressly specified and limited, technical terms such as "installation," "connection," "joining," and "fixing" should be interpreted broadly. For example, they can refer to a fixed connection, a detachable connection, or an integral part; they can refer to a mechanical connection or an electrical connection; they can refer to a direct connection or an indirect connection through an intermediate medium; they can refer to the internal communication of two components or the interaction between two components. For those skilled in the art, the specific meaning of the above terms in the embodiments of this application can be understood according to the specific circumstances.
[0046] Example 1:
[0047] This embodiment provides a file generation and splitting method based on a general template, such as... Figure 1 As shown, it includes:
[0048] S1. Obtain the original template indicators. Based on the preset macro variables and preset maintenance indicator data retrieval logic, perform variable transformation on the original template indicators to obtain the original indicator variables.
[0049] S2. Determine the target splitting region in the preset initial template, and set data verification labels based on the preset data verification method and the target splitting region;
[0050] S3. Obtain a general trustee template based on the original indicator variables, data verification labels, and preset initial template;
[0051] S4. Obtain client business metrics. Based on the client business metrics and the preset file metrics data retrieval logic, obtain the input metric results. Then, based on the input metric results, the general entrusted template, and the preset filling rules, obtain the client edited file.
[0052] S5. Obtain a general edit file based on the client-side edit file and the preset split indicator data retrieval logic, and obtain several target files based on the general edit file, data verification tags, and preset business split rules.
[0053] This embodiment provides a file generation and splitting method based on a general template. It transforms original template indicators into variables through preset macro variables, allowing for replacement and filling of these variables according to data retrieval logic during subsequent file processing. For example, when the client inputs data, the preset file indicator data retrieval logic is used to convert client business indicator variables, thus eliminating the need for code editing when template content changes. Furthermore, different templates share indicators and can reuse data retrieval logic, resulting in higher template reusability. Simultaneously, by identifying the target splitting area and setting data verification tags, the file splitting process combines these tags with preset business splitting rules to obtain several target files with different requirements. Only one file needs to be filled out by the client to generate different files according to the entrusted customization requirements, ensuring rapid and comprehensive coverage of entrusted templates with different content. This solves the technical problems of existing technologies that require extensive customized development for each application template, leading to long template development cycles, difficulty in adaptation, and poor adjustment flexibility. It achieves customized generation and splitting of entrusted templates and code-free adjustments.
[0054] Optionally, step S1 includes: obtaining the original template indicator; obtaining the composite indicator and the corresponding position of the indicator based on the preset composite method and the original template indicator; obtaining the original indicator variable based on the composite indicator, the preset macro variable, the corresponding position of the indicator and the preset indicator maintenance data retrieval logic.
[0055] In the specific implementation process, the original document generation system needed to be created for each template to adapt to different types of entrusted application templates, including product types and exemption types. However, the same indicators in different templates could reuse logic. In this embodiment, when creating a general entrusted template, the indicators in the original template are first identified: some fields in the original template that can be automatically retrieved from the system are defined as indicators, such as pension product information and public fund information from Wind. Then, the data retrieval logic corresponding to the indicators is maintained by preset maintenance and the corresponding data retrieval logic is maintained by preset macro variables. Specifically, the original template indicators that have been defined are written in the data service platform, and ordinary indicators that only include single data source SQL are written according to different data sources. The platform service performs SQL-like connection processing on ordinary indicators from multiple single data sources to form composite indicators, realizing the integration of indicators across databases from multiple data sources to meet the macro variable filling requirements. The platform service also provides configuration services for different data sources. For example, the fund size can be obtained from Wind's China Mutual Fund Net Value Table through Wind's fund code, with the Wind fund code as the input parameter and the fund size as the return value. Next, populate the indicators with macro variables and perform data validation: fill the corresponding cells with the macro variables corresponding to the indicators, for example, fill the fund size with {A.N_ASSET_Y}, set data validation labels for the areas to be split, and then create a general trustee template based on the populated macro variables and data validation.
[0056] Optionally, step S4 includes: obtaining client business metrics; obtaining input metric results and corresponding fill positions based on client business metrics and preset file metric data retrieval logic; filling the input metric results into the corresponding fill positions in the general entrusted template to obtain a fill file; obtaining matching fill data based on preset macro variables, preset data validation methods, and the fill file; obtaining a target template file based on the matching fill data and preset fill rules, and obtaining a client-side edit file based on the target template file.
[0057] In the specific implementation process, the document generation module selects the corresponding application template based on the manually input parameters, i.e., the client business indicators, and automatically fills in the corresponding indicator information. The specific process is as follows: 1. Manually enter the required parameters for the template: Since the required parameters for different templates are not consistent, this embodiment extracts the common required fields as input parameters according to the application type. In subsequent use, business personnel only need to manually select or fill in the input parameters. For example, when applying for a certain public fund for certain annuity portfolios, they only need to select the corresponding annuity portfolio, public fund, and application reason in the system; 2. Replace macro variables according to input parameters: The input indicator result is calculated based on the selected input parameters and the preset document indicator data retrieval logic, and the result is filled into the corresponding position in the general trustee template; 3. Generate the file: The preset macro variables and preset data verification methods in the general trustee template creation process are collected through the platform service. The entire scope is traversed, the generated indicator results calculated above are matched, and the corresponding cell data is filled and replaced in sequence. According to the preset filling rules, multiple rows of data can be replaced and inserted to achieve the advanced format of the generated file. After the corresponding data is replaced and filled, the target template file is obtained. Finally, the client editing file of the corresponding type is generated according to the template settings.
[0058] Optionally, step S4 further includes: obtaining an online editing link based on the target template file and the preset online editing component, so as to obtain the client editing file based on the online editing link.
[0059] To avoid the risk of errors caused by manual downloading, editing, and uploading of data to the system by business personnel during implementation, an online editing component was introduced to enable online editing functionality. Specifically, this includes: 1. File upload to Changxie: The system generates an online editing link for the target template file, allowing users to edit it online; 2. Manual online editing: Business personnel open the generated online editing link to edit the file, verifying automatically generated indicators and adding manually entered indicators. After editing, clicking "Save" saves the final client-side edited file, and multiple edit confirmations are also possible.
[0060] Optionally, step S5 includes: obtaining the generated indicator results and corresponding positions based on the preset split indicator data retrieval logic and the client-side edit file; obtaining a general edit file based on the generated indicator results and corresponding positions; obtaining the current data verification area and current data verification label based on the general edit file and the current split data; and splitting the data according to the preset business split rules based on the general edit file, the current data verification area, and the current data verification label to obtain several target files.
[0061] In the specific implementation process, the file splitting process of this embodiment is as follows: Read the data verification area in the client-edited file, read the data verification area set in the original general entrusted template in the final file, and obtain the current data verification area and current data verification label based on the customized current splitting data; Split the file: Collect preset macro variables and preset data verification methods, traverse the entire scope, match and generate indicator results, sequentially fill and replace the corresponding cell data, and according to preset filling rules, support the replacement and insertion of multiple rows of data to achieve an advanced format for the generated file; After the corresponding data is replaced and filled, generate the corresponding type of file according to the template settings; Remove data verification: After the filling and replacement are completed, the data verification label is no longer used. Delete the processed data verification through the platform service to avoid affecting business personnel's reading and use of the document; Regenerate one or more copies of the processed file according to preset business splitting rules to obtain the split file without data verification labels and upload it to the business platform for business personnel to use.
[0062] This embodiment provides a file generation and splitting method based on a general template. The core idea is to first use preset macro variables to transform the original template indicators into variables, then replace and fill the variables according to preset data retrieval logic, and finally split the file according to preset business rules in conjunction with the data verification area. Thus, under the premise of selecting the necessary input parameters, only one file needs to be filled out to generate different files according to the entrusted customization requirements. Based on the generation of a general template, the file processing is decoupled from the overall system process, eliminating the need for extensive customization development for each application template. It has high reusability, and the data retrieval logic can be reused for indicators shared by different templates. For the client's frequent need to adjust templates, it can achieve zero-code template adjustment, without production deployment, and can respond to business needs at any time. It realizes rapid coverage of entrusted templates and effectively reduces personnel and resource costs.
[0063] Example 2:
[0064] This embodiment provides a file generation and splitting system based on a universal template, used to implement the above-mentioned file generation and splitting method based on a universal template, including:
[0065] The indicator transformation module is used to obtain the original template indicators, and transform the original template indicators based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables.
[0066] The template creation module is used to determine the target splitting region in the preset initial template, and to set data verification labels based on the preset data verification method and the target splitting region; and to obtain a general entrusted template based on the original indicator variables, data verification labels and the preset initial template.
[0067] The file generation module is used to obtain client business metrics, obtain input metric results based on client business metrics and preset file metric data retrieval logic, and obtain client-edited files based on input metric results, general entrusted templates and preset filling rules.
[0068] The file splitting module is used to obtain a general editable file based on the client-side editable file and the preset splitting indicator data retrieval logic, and to obtain several target files based on the general editable file, data verification tags, and preset business splitting rules.
[0069] This embodiment provides a file generation and splitting method based on a universal template. The method uses a metric transformation module to convert original template metrics into variables using preset macro variables. These variables are then replaced and filled according to data retrieval logic during subsequent file processing. For example, when the client inputs data, the preset file metric data retrieval logic is used to convert client business metrics into variables. This eliminates the need for code editing when template content changes. Furthermore, different templates share metrics and can reuse data retrieval logic, resulting in higher template reusability. Simultaneously, the template creation module identifies the target splitting area and sets data verification tags. During file splitting in the file splitting module, the data verification tags are combined with preset business splitting rules to split the file, resulting in several target files for different needs. Only one file needs to be filled out by the client to generate different files according to the customized requirements, ensuring rapid and comprehensive coverage of different content in the entrusted template. This solves the technical problems of existing technologies that require extensive customized development for each application template, leading to long template development cycles, difficulty in adaptation, and poor adjustment flexibility. It achieves customized generation and splitting of entrusted templates and code-free adjustments.
[0070] Optionally, the indicator transformation module includes: a composite submodule, used to obtain the original template indicator, and obtain the composite indicator and the corresponding position of the indicator based on the preset composite method and the original template indicator; and a data retrieval and maintenance submodule, used to obtain the original indicator variable based on the composite indicator, preset macro variables, the corresponding position of the indicator, and preset indicator maintenance data retrieval logic.
[0071] In the specific implementation process, the original template indicators are combined according to the preset combination method through the composite submodule, and ordinary indicators are connected and processed into composite indicators to realize the integration of indicators across multiple data sources and meet the filling and transformation requirements of preset macro variables. It can provide configuration services for different data sources for the general template creation process.
[0072] Optionally, the file generation module includes: a filling submodule, used to obtain client business metrics, obtain input metric results and corresponding filling positions based on client business metrics and preset file metric data retrieval logic, and fill the input metric results into the corresponding filling positions in the general entrusted template to obtain a filling file; a matching submodule, used to obtain matching filling data based on preset macro variables, preset data validation methods and filling files; and a generation submodule, used to obtain a target template file based on the matching filling data and preset filling rules, and obtain a client-side edit file based on the target template file.
[0073] In the specific implementation process, the fill submodule automatically obtains and fills the client business indicators through the generated general entrusted template, uses the matching submodule to perform data matching, and finally uses the generation submodule to fill and replace the indicator data. This avoids the risk of accidental operation by copying and pasting data, downloading files, filling them out, and then uploading them, and greatly improves the efficiency of initiating applications.
[0074] Optionally, the file generation module also includes an online editing submodule, wherein: the online editing submodule is used to obtain an online editing link based on the target template file and preset online editing components, so as to obtain the client-side editable file based on the online editing link.
[0075] In the specific implementation process, in order to avoid the risk of misoperation caused by manually downloading, editing and uploading to the system, an online editing component was introduced through the online editing submodule to realize the online editing function of the system, so that the client can edit and fill in online, and can also edit and confirm multiple times.
[0076] Optionally, the file splitting module includes: a splitting data retrieval submodule, used to obtain the generated indicator results and corresponding positions based on the preset splitting indicator retrieval logic and the client-edited file; a file processing submodule, used to obtain a general-purpose editable file based on the generated indicator results and corresponding positions; a splitting verification submodule, used to obtain the current data verification area and current data verification label based on the general-purpose editable file and the current splitting data; and a splitting processing submodule, used to split the file according to preset business splitting rules based on the general-purpose editable file, the current data verification area, and the current data verification label to obtain several target files.
[0077] In the specific implementation process, the file splitting module processes and divides the previously generated files according to the preset splitting index data retrieval logic and data verification. The processed files are then regenerated into one or more copies, resulting in split files that do not contain data verification tags. This allows for the generation of different files according to the entrusted customized requirements, and the files can be uploaded to the business platform for business personnel to use.
[0078] This embodiment provides a file generation and splitting system based on a universal template. The core idea is to first transform the original template indicators into variables using a preset macro variable through an indicator transformation module. Then, a template creation module replaces and fills the variables according to preset data retrieval logic. Finally, a file splitting module, combined with a data verification area, splits the file according to preset business rules. Thus, with only the necessary input parameters selected, only one file needs to be filled out to generate different files according to customized requirements. By generating a universal template, file processing is decoupled from the overall system workflow, eliminating the need for extensive customized development for each application template. This results in high reusability, and the data retrieval logic can be reused for indicators shared by different templates. For clients who frequently adjust templates, zero-code template adjustments can be implemented, requiring no production deployment and responding to business needs at any time. This enables rapid coverage of entrusted templates and effectively reduces personnel and resource costs.
[0079] Example 3:
[0080] This embodiment provides an application process for a file generation and splitting method based on a general template, such as... Figure 2 As shown, the above-mentioned file generation and splitting method based on a general template is used, including:
[0081] S31. Template Creation:
[0082] S311. Confirm the indicators and split regions in the original template;
[0083] S312. Fill in the corresponding macro variables and data validation in the application template;
[0084] S313, Maintain indicator data retrieval logic;
[0085] S32. File generation:
[0086] S321, Required input parameters for manual data entry templates;
[0087] S322. Automatically replace macro variables with corresponding indicators based on the required input parameters of the template;
[0088] S323, Generate file;
[0089] S33, Online Editing:
[0090] S331, Upload the file to Changxie;
[0091] S332, Online manual editing;
[0092] S34, File Splitting:
[0093] S341, Read the data verification area from the file;
[0094] S342. Split the file according to business rules.
[0095] This embodiment provides an application process for a file generation and splitting method based on a general template. It enables file generation and online editing, and allows for personalized file splitting based on business configurations. This decouples the file processing logic from the overall process of the fund business file system. File transmission avoids storing too much sensitive business data in the system, and it adapts to personalized templates for different application types from various trustees. This significantly reduces the workload of developers, improves efficiency, saves costs, and allows for rapid response to changes in trustee templates. It solves the technical problems of existing pension investment systems, such as highly complex application processes, the need to adapt the system to each trustee's application template, long development cycles for filling out forms in the system, the requirement to modify code whenever the application template changes, the inability to flexibly adapt to business needs, and the need for structured storage of sensitive business data, which places higher demands on system data security.
[0096] The above description represents the preferred embodiments of the present invention. It should be noted that those skilled in the art can make various improvements and modifications without departing from the principles of the present invention, and these improvements and modifications are also considered to be within the scope of protection of the present invention.
Claims
1. A file generation and splitting method based on a universal template, characterized in that, include: Obtain the original template indicators, and perform variable transformation on the original template indicators based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables; Determine the target segmentation region in the preset initial template, and set data verification labels based on the preset data verification method and the target segmentation region; A general trustee template is obtained based on the original indicator variables, data verification labels, and preset initial template; Obtain client business metrics, and obtain input metric results based on the client business metrics and preset file metric data retrieval logic, and obtain client-edited files based on the input metric results, general entrusted templates and preset filling rules; Based on the client-side edit file and the preset splitting indicator data retrieval logic, a general edit file is obtained, and based on the general edit file, data verification tags, and preset business splitting rules, several target files are obtained.
2. The file generation and splitting method based on a universal template as described in claim 1, characterized in that, The process of obtaining the original template indicators involves performing variable transformation on the original template indicators based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables, including: Obtain the original template indicators, and then obtain the composite indicators and their corresponding positions based on the preset composite method and the original template indicators; The original indicator variables are obtained based on the composite indicator, preset macro variables, corresponding indicator positions, and preset indicator maintenance data retrieval logic.
3. The file generation and splitting method based on a universal template as described in claim 1, characterized in that, The process of obtaining client business metrics involves acquiring input metric results based on the client business metrics and preset file metric data retrieval logic, and then acquiring client-edited files based on the input metric results, a general entrusted template, and preset fill rules. Obtain client business metrics, and based on the client business metrics and preset file metrics data retrieval logic, obtain input metric results and corresponding fill positions; Fill the corresponding fill positions in the general entrusted template with the input indicator results to obtain the fill file; Based on the preset macro variables, preset data verification method, and fill file, obtain matching fill data; The target template file is obtained based on the matching and filling data and the preset filling rules, and the client-side edit file is obtained based on the target template file.
4. The file generation and splitting method based on a universal template as described in claim 3, characterized in that, Also includes: Based on the target template file and the preset online editing component, an online editing link is obtained, and then a client-side editable file is obtained based on the online editing link.
5. The file generation and splitting method based on a universal template as described in claim 1, characterized in that, The process involves obtaining a general edit file based on the client-side edit file and the preset splitting metric data retrieval logic, and then obtaining several target files based on the general edit file, data verification tags, and preset business splitting rules, including: Based on the preset splitting index data retrieval logic and the client-side file editing to obtain the generated index results and corresponding positions; Based on the generated index results and the corresponding generated location, obtain a general editable file; Obtain the current data verification region and current data verification label based on the general edit file and the current split data; Based on the general editing file, the current data verification area, and the current data verification label, the data is split according to a preset business splitting rule to obtain several target files.
6. A file generation and splitting system based on a universal template, characterized in that, To implement the file generation and splitting method based on a universal template as described in claims 1 to 5, the method includes: The indicator transformation module is used to obtain the original template indicator, and perform variable transformation on the original template indicator based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables. The template creation module is used to determine the target splitting region in the preset initial template, and to set data verification labels based on the preset data verification method and the target splitting region; and to obtain a general entrusted template based on the original indicator variables, data verification labels and the preset initial template. The file generation module is used to obtain client business metrics, obtain input metric results based on the client business metrics and preset file metric data retrieval logic, and obtain client-edited files based on the input metric results, a general entrusted template and preset filling rules. The file splitting module is used to obtain a general edit file based on the client-side edited file and the preset splitting index data retrieval logic, and to obtain several target files based on the general edit file, data verification tags, and preset business splitting rules.
7. A file generation and splitting system based on a universal template as described in claim 6, characterized in that, The indicator transformation module is used to obtain the original template indicator, and perform variable transformation on the original template indicator based on preset macro variables and preset maintenance indicator data retrieval logic to obtain the original indicator variables, including: The composite submodule is used to obtain the original template indicators and to obtain the composite indicators and their corresponding positions based on the preset composite method and the original template indicators. The data retrieval and maintenance submodule is used to obtain the original indicator variables based on the composite indicator, preset macro variables, indicator corresponding positions, and preset indicator maintenance data retrieval logic.
8. A file generation and splitting system based on a universal template as described in claim 6, characterized in that, The file generation module is used to obtain client business metrics, obtain input metric results based on the client business metrics and preset file metric data retrieval logic, and obtain client-edited files based on the input metric results, a general entrusted template, and preset filling rules, including: The fill submodule is used to obtain client business metrics, obtain input metric results and corresponding fill positions based on the client business metrics and preset file metric data retrieval logic, and fill the input metric results into the corresponding fill positions in the general entrusted template to obtain the fill file; The matching submodule is used to obtain matching and filling data based on the preset macro variables, preset data verification methods, and filling files; A generation submodule is used to obtain a target template file based on the matching fill data and preset fill rules, and to obtain a client-side edit file based on the target template file.
9. A file generation and splitting system based on a universal template as described in claim 8, characterized in that, The file generation module also includes an online editing submodule, wherein: The online editing submodule is used to obtain an online editing link based on the target template file and the preset online editing components, and then obtain the client-side edit file based on the online editing link.
10. A file generation and splitting system based on a universal template as described in claim 6, characterized in that, The file splitting module is used to obtain a general edit file based on the client-edited file and the preset splitting indicator data retrieval logic, and to obtain several target files based on the general edit file, data verification tags, and preset business splitting rules, including: The data retrieval submodule is used to obtain the generated indicator results and corresponding positions based on the preset data retrieval logic of the split indicators and the client-edited file; The file processing submodule is used to obtain a general editable file based on the generated index results and the corresponding generated location. The split verification submodule is used to obtain the current data verification area and the current data verification label based on the general edit file and the current split data. The splitting processing submodule is used to split the data based on the general editing file, the current data verification area, and the current data verification label according to preset business splitting rules to obtain several target files.